Downgrades Hold Underperform X

AAPL Apple

Jefferies

$211.84 $200.75

Downgrades Buy Hold X

AAPL Apple

Loop Capital

$230

Upgrades In-line Outperform X

AEE Ameren

Evercore ISI

$89 $104

Upgrades Underweight Eq-Weight X

AEO American Eagle

Morgan Stanley

$15 $16

Downgrades Positive Neutral X

AFRM Affirm

Susquehanna

$57

Downgrades Buy Hold X

AMH American Homes 4 Rent

Deutsche Bank

$40 $37

Initiated Overweight X

AMPX Amprius Technologies

Cantor Fitzgerald

$10

Downgrades Overweight Eq Weight X

BG Bunge

Barclays

$115 $95

Downgrades Overweight Eq Weight X

CF CF Industries

Barclays

$96 $100

Downgrades Outperform Sec Perform X

CF CF Industries

RBC Capital Mkts

$100

Initiated Buy X

CORZ Core Scientific

Craig Hallum

$24

Initiated Buy X

CW Curtiss-Wright

Citigroup

$410

Initiated Buy X

CXDO Crexendo

D. Boral Capital

$7

Upgrades Hold Buy X

ELS Equity Lifestyle Properties

Deutsche Bank

$66 $73

Upgrades Hold Buy X

ESS Essex Property

Deutsche Bank

$308 $310

Upgrades In-line Outperform X

EXC Exelon

Evercore ISI

$43 $44

Upgrades Eq Weight Overweight X

FMC FMC Corp

Barclays

$65

Downgrades Overweight Eq Weight X

FMX FEMSA

Barclays

Downgrades Buy Neutral X

FOXA Fox Corporation

MoffettNathanson

$51 $52

Downgrades Eq Weight Underweight X

FRSH Freshworks

Wells Fargo

$16 $13

Upgrades Hold Buy X

G Genpact

Jefferies

$44 $55

Upgrades Hold Buy X

GM General Motors

Deutsche Bank

$60

Downgrades Sec Outperform Sec Perform X

GOLD Barrick

Scotiabank

Upgrades Perform Outperform X

HLNE Hamilton Lane

Oppenheimer

$186

Downgrades Overweight Eq-Weight X

HOG Harley-Davidson

Morgan Stanley

$40 $33

Upgrades Underweight Eq Weight X

ICL ICL Group

Barclays

$4 $6

Upgrades Reduce Hold X

INTC Intel

HSBC Securities

Downgrades Buy Hold X

INVH Invitation Homes

Deutsche Bank

$41 $33

Downgrades Overweight Neutral X

KROS Keros Therapeutics

Cantor Fitzgerald

Reiterated Neutral X

LOGI Logitech Int’l SA

JP Morgan

$93 $99

Upgrades Eq Weight Overweight X

LVRO Lavoro

Barclays

$6 $5

Initiated Buy X

MDB MongoDB

China Renaissance

$351

Downgrades Buy Hold X

MDLZ Mondelez Int’l

Jefferies

$75 $62

Upgrades Outperform Strong Buy X

MELI MercadoLibre

Raymond James

$2250

Downgrades Overweight Underweight X

MOS Mosaic

Barclays

$30 $27

Upgrades Neutral Buy X

NAVI Navient

Seaport Research Partners

$18

Initiated Buy X

NESR National Energy Services Reunited

The Benchmark Company

$15

Upgrades Neutral Buy X

NGG National Grid

Citigroup

Upgrades Neutral Buy X

NOC Northrop Grumman

Citigroup

$587

Initiated Buy X

NPCE NeuroPace

UBS

$17

Upgrades In-line Outperform X

NRG NRG Energy

Evercore ISI

$74 $126

Downgrades Overweight Eq Weight X

NTR Nutrien

Barclays

$55 $56

Upgrades In-line Outperform X

OGE OGE Energy

Evercore ISI

$40 $47

Upgrades Eq-Weight Overweight X

ORLY O’Reilly Auto

Morgan Stanley

$1150 $1450

Upgrades Underweight Eq Weight X

OZK Bank OZK

Wells Fargo

$40 $48

Downgrades Overweight Eq Weight X

PAC Grupo Aeroportuario del Pacifico

Barclays

Initiated Buy X

PEN Penumbra

UBS

$305

Downgrades Overweight Eq-Weight X

PII Polaris Industries

Morgan Stanley

$81 $60

Upgrades Eq-Weight Overweight X

QRVO Qorvo

Morgan Stanley

$90 $106

Initiated Mkt Outperform X

ROKU Roku

JMP Securities

$95

Downgrades Overweight Eq-Weight X

ROST Ross Stores

Morgan Stanley

$164 $140

Upgrades Neutral Buy X

RTX RTX

Citigroup

$132 $153

Reiterated Buy X

SLB SLB

TD Cowen

$53 $55

Reiterated Overweight X

STX Seagate Tech

Morgan Stanley

$133 $129

Downgrades Eq-Weight Underweight X

TER Teradyne

Morgan Stanley

$121 $117

Upgrades Eq-Weight Overweight X

TME Tencent Music

Morgan Stanley

Resumed Equal-Weight X

TPR Tapestry

Morgan Stanley

$65

Upgrades Mkt Perform Outperform X

TREE LendingTree

Northland Capital

$60

Initiated Mkt Outperform X

TTD The Trade Desk

JMP Securities

$150

Resumed Neutral X

TTGT TechTarget

JP Morgan

$18

Upgrades Eq-Weight Overweight X

TXRH Texas Roadhouse

Morgan Stanley

$205 $213

Upgrades Eq-Weight Overweight X

ULTA Ulta Beauty

Morgan Stanley

$430 $500

Downgrades Buy Sell X

UMC United Micro

Citigroup

Upgrades Eq-Weight Overweight X

URBN Urban Outfitters

Morgan Stanley

$41 $63

Resumed Outperform X

VST Vistra Corp.

Evercore ISI

$202

Downgrades Overweight Eq-Weight X

VVV Valvoline

Morgan Stanley

$42 $38

Initiated Buy X

VVX V2X

Citigroup

$64

Upgrades Neutral Buy X

WBD Warner Bros. Discovery

MoffettNathanson

$9 $13

Downgrades Eq-Weight Underweight X

WEN Wendy’s

Morgan Stanley

$22 $14

Downgrades Strong Buy Outperform X

WFG West Fraser

Raymond James

$120 $115

Upgrades Eq-Weight Overweight X

WING Wingstop

Morgan Stanley

$385 $389

Upgrades Outperform Strong Buy X

WIX Wix.com

Raymond James

$225 $300

Downgrades Overweight Eq-Weight X

YUM Yum! Brands

Morgan Stanley

$158 $140

Downgrades Buy Hold X

ZTO ZTO Express

HSBC Securities

$28 $20