Upgrades Underperform Neutral X

AAL American Airlines

BofA Securities

$12 $20

Downgrades Buy Neutral X

ABEV AmBev

BofA Securities

Upgrades Sec Weight Overweight X

AMAT Applied Materials

KeyBanc Capital Markets

$225

Downgrades Hold Sell X

ARGX argenx

Deutsche Bank

Downgrades Buy Neutral X

AVTR Avantor

UBS

$29 $25

Upgrades Peer Perform Outperform X

AXTA Axalta Coating Systems

Wolfe Research

$41

Initiated Outperform X

BLDR Builders FirstSource

Raymond James

$180

Initiated Buy X

BRSP BrightSpire Capital

Alliance Global Partners

$7.25

Downgrades Buy Neutral X

CECO CECO Environ.

H.C. Wainwright

Initiated Buy X

COP ConocoPhillips

TD Cowen

$125

Downgrades Buy Neutral X

CRL Charles River

UBS

$250 $185

Upgrades Hold Buy X

CRM Salesforce

TD Cowen

$380 $400

Reiterated Buy X

CRWD CrowdStrike

Citigroup

$400 $420

Reiterated Buy X

CSCO Cisco

Citigroup

$64 $68

Upgrades Hold Buy X

CUBE CubeSmart

Truist

Initiated Neutral X

CVLT Commvault Systems

Cantor Fitzgerald

$159

Upgrades Eq-Weight Overweight X

CWAN Clearwater Analytics

Morgan Stanley

$30 $34

Upgrades Peer Perform Outperform X

DD DuPont

Wolfe Research

$91

Initiated Overweight X

DDOG Datadog

Cantor Fitzgerald

$180

Initiated Neutral X

DOCN DigitalOcean

Cantor Fitzgerald

$39

Initiated Neutral X

DT Dynatrace

Cantor Fitzgerald

$58

Upgrades Hold Buy X

ELME Elme Communities

Truist

Upgrades Hold Buy X

ELS Equity Lifestyle Properties

Truist

Upgrades Perform Outperform X

ENS Enersys

Oppenheimer

$115

Downgrades Sec Outperform Sec Perform X

EQT EQT Corp.

Scotiabank

$54

Initiated Neutral X

ESTC Elastic

Cantor Fitzgerald

$108

Initiated Overweight X

FIVN Five9

Cantor Fitzgerald

$46

Downgrades Buy Neutral X

GPC Genuine Parts

Northcoast

Downgrades Buy Neutral X

HEES H&E Equipment

UBS

$60 $92

Reiterated Outperform X

HOMB Home Bancshares

Hovde Group

$36 $35

Reiterated Overweight X

HOOD Robinhood Markets

Morgan Stanley

$55 $64

Downgrades Buy Hold X

HUBS HubSpot

TD Cowen

$680 $725

Reiterated Buy X

ICHR ICHOR Corporation

TD Cowen

$40 $38

Initiated Neutral X

INFA Informatica

Cantor Fitzgerald

$29

Upgrades Neutral Buy X

ITUB Itau Unibanco Holding SA

UBS

Reiterated Hold X

JBHT J.B. Hunt Transport

TD Cowen

$180 $171

Downgrades Neutral Underperform X

JBLU JetBlue Airways

BofA Securities

$6.50

Downgrades Outperform Neutral X

KROS Keros Therapeutics

Wedbush

$15

Upgrades Underweight Overweight X

LITE Lumentum

Barclays

$80 $125

Upgrades Sec Weight Overweight X

LRCX Lam Research

KeyBanc Capital Markets

$95

Downgrades Neutral Underperform X

LUV Southwest Air

BofA Securities

$31

Initiated Overweight X

MDB MongoDB

Cantor Fitzgerald

$344

Upgrades Neutral Buy X

MLTX MoonLake Immunotherapeutics

Goldman

$62 $82

Initiated Overweight X

MNDY Monday.com

Cantor Fitzgerald

$292

Initiated Overweight X

MSFT Microsoft

Cantor Fitzgerald

$509

Initiated Neutral X

NET Cloudflare

Cantor Fitzgerald

$111

Upgrades Neutral Buy X

NET Cloudflare

Citigroup

$95 $145

Initiated Neutral X

NICE NICE

Cantor Fitzgerald

$176

Initiated Overweight X

NOW ServiceNow

Cantor Fitzgerald

$1332

Reiterated Neutral X

OKTA Okta

Citigroup

$95 $100

Initiated Overweight X

ORCL Oracle

Cantor Fitzgerald

$214

Initiated Buy X

ORN Orion Group

DA Davidson

$11

Initiated Neutral X

PLTR Palantir Technologies

Cantor Fitzgerald

$72

Downgrades Buy Hold X

PLYM Plymouth Industrial REIT

Truist

Downgrades Overweight Neutral X

PSNY Polestar Automotive Holding UK PLC

Cantor Fitzgerald

Reiterated Overweight X

QCOM Qualcomm

Barclays

$200 $185

Downgrades Buy Hold X

RPD Rapid7

Stifel

$48 $42

Downgrades Sec Outperform Sec Perform X

RRC Range Resources

Scotiabank

$45

Upgrades Hold Buy X

SAP SAP SE

TD Cowen

$240 $305

Downgrades Buy Hold X

SBRA Sabra Health Care REIT

Truist

Initiated Buy X

SMTC Semtech

UBS

$85

Initiated Overweight X

SNOW Snowflake

Cantor Fitzgerald

$201

Downgrades Outperform Peer Perform X

SPOT Spotify

Wolfe Research

Initiated Outperform X

STRL Sterling Infrastructure

William Blair

Upgrades Hold Buy X

SUI Sun Communities

Truist

Upgrades Neutral Buy X

TD Toronto-Dominion Bank

BofA Securities

Initiated Neutral X

TEAM Atlassian

Cantor Fitzgerald

$264

Downgrades Buy Hold X

TENB Tenable

Stifel

$46 $45

Downgrades Buy Hold X

TS Tenaris

Kepler

Upgrades Hold Buy X

UGP Ultrapar Participacoes

HSBC Securities

Upgrades Neutral Outperform X

VTR Ventas

Robert W. Baird

$66 $65

Downgrades Outperform In-line X

WRBY Warby Parker

Evercore ISI

$23

Initiated Mkt Perform X

WSO Watsco

Raymond James

Initiated Neutral X

ZM Zoom Communications

Cantor Fitzgerald

$87