Initiated Overweight X

AIR AAR Corp

KeyBanc Capital Markets

$83

Downgrades Overweight Eq Weight X

AMBP Ardagh Metal Packaging S.A.

Wells Fargo

$3.35

Downgrades Outperform Peer Perform X

AMD Advanced Micro Devices

Wolfe Research

Upgrades Neutral Outperform X

AME Ametek

Exane BNP Paribas

$210

Upgrades Neutral Buy X

API Agora

BofA Securities

$6

Upgrades Neutral Buy X

AZUL Azul S.A.

Seaport Research Partners

$5

Downgrades Eq Weight Underweight X

BALL Ball Corp

Wells Fargo

$56 $49

Upgrades Eq-Weight Overweight X

BILL Bill.com

Morgan Stanley

$95

Upgrades Neutral Buy X

BL BlackLine

Citigroup

$73

Upgrades Hold Buy X

CACI CACI Intl

Jefferies

$515

Reiterated Buy X

CARG CarGurus

Needham

$39 $45

Downgrades Overweight Eq-Weight X

CFLT Confluent

Morgan Stanley

$33 $30

Upgrades Hold Buy X

CNI Canadian Nat’l Rail

Stifel

$132 $120

Initiated Overweight X

CVLT Commvault Systems

KeyBanc Capital Markets

$192

Upgrades Neutral Buy X

DAN Dana Inc

UBS

$11 $18

Downgrades Overweight Eq-Weight X

DDOG Datadog

Morgan Stanley

$143

Upgrades Eq-Weight Overweight X

DOCN DigitalOcean

Morgan Stanley

$40 $41

Upgrades Neutral Outperform X

DXCM Dexcom

Robert W. Baird

$86 $104

Downgrades Buy Hold X

ENPH Enphase Energy

Truist

$100 $65

Downgrades Peer Perform Underperform X

EW Edwards Lifesciences

Wolfe Research

$60

Upgrades Perform Outperform X

FRSH Freshworks

Oppenheimer

$22

Upgrades Neutral Buy X

FSLR First Solar

Seaport Research Partners

$274

Initiated Buy X

GPC Genuine Parts

Loop Capital

$155

Initiated Sector Weight X

HEI HEICO

KeyBanc Capital Markets

Downgrades Buy Neutral X

INTA Intapp

Citigroup

$87 $78

Initiated Buy X

IPAR Interparfums

Canaccord Genuity

$158

Upgrades Reduce Hold X

IQ iQIYI

HSBC Securities

$2.15

Downgrades Neutral Sell X

LUV Southwest Air

Citigroup

$31.50 $29.50

Initiated Outperform X

MBLY Mobileye Global

Oppenheimer

$28

Upgrades Neutral Buy X

MNDY Monday.com

Citigroup

$302 $298

Initiated Equal-Weight X

MO Altria

Morgan Stanley

$54

Initiated Outperform X

MSM MSC Industrial

Wolfe Research

$95

Upgrades Neutral Buy X

NFLX Netflix

Seaport Research Partners

$955

Downgrades Neutral Sell X

NOK Nokia

Goldman

$3.60

Upgrades Hold Buy X

OWL Blue Owl Capital

TD Cowen

$28

Downgrades Buy Neutral X

PAGS PagSeguro Digital

Citigroup

$17 $7

Upgrades Neutral Buy X

PCTY Paylocity

Citigroup

$214 $231

Downgrades Outperform Neutral X

PDM Piedmont Office Realty Trust

Robert W. Baird

$11

Initiated Buy X

PKST Peakstone Realty Trust

UBS

$15

Initiated Overweight X

PM Philip Morris International

Morgan Stanley

$140

Downgrades Outperform Perform X

PRO PROS Holdings

Oppenheimer

Upgrades Mkt Perform Outperform X

PRTH Priority Technology Holdings

Keefe Bruyette

$10 $14

Downgrades Buy Neutral X

REGN Regeneron Pharma

UBS

$1130 $738

Initiated Buy X

RMD ResMed

Goldman

Upgrades Eq-Weight Overweight X

ROK Rockwell Automation

Stephens

$275 $350

Initiated Buy X

SBH Sally Beauty

Canaccord Genuity

$14

Initiated Outperform X

SONY Sony

Bernstein

Downgrades Buy Neutral X

STNE StoneCo

Citigroup

Initiated Outperform X

SYM Symbotic

Oppenheimer

$35

Upgrades Hold Buy X

T AT&T

Argus

$27

Initiated Buy X

TIXT TELUS Digital

Stifel

$5

Downgrades Buy Hold X

UAA Under Armour

Argus

Upgrades Neutral Buy X

UPS UPS

BofA Securities

$150

Upgrades Neutral Buy X

ZGN Zegna Group

BofA Securities