Reiterated Buy X

AAPL Apple

BofA Securities

$256 $253

Resumed Buy X

ACI Albertsons

Citigroup

$26

Reiterated Buy X

ALC Alcon

Needham

$108 $106

Reiterated Buy X

ALK Alaska Air

TD Cowen

$85 $110

Upgrades Eq-Weight Overweight X

AMH American Homes 4 Rent

Morgan Stanley

$39 $40

Downgrades Overweight Eq-Weight X

AN AutoNation

Stephens

$200 $192

Upgrades Eq Weight Overweight X

APD Air Products

Barclays

$315 $365

Initiated Hold X

ARHS Arhaus

Loop Capital

$12

Downgrades Overweight Eq-Weight X

AVB AvalonBay

Morgan Stanley

$236 $223

Upgrades Mkt Perform Outperform X

BFST Business First Bancshares

Hovde Group

$31.50 $33

Downgrades Strong Buy Outperform X

CBRE CBRE Group

Raymond James

$155 $152

Downgrades Neutral Underweight X

CF CF Industries

JP Morgan

$82 $75

Initiated Buy X

DOCN DigitalOcean

Citigroup

$45

Initiated Hold X

DUOL Duolingo

Jefferies

$370

Downgrades Overweight Sec Weight X

EAT Brinker

KeyBanc Capital Markets

Downgrades Buy Neutral X

EDU New Oriental Education & Technology

Citigroup

$50

Downgrades Strong Buy Mkt Perform X

ESQ Esquire Financial

Raymond James

Downgrades Outperform Perform X

EXEL Exelixis

Oppenheimer

Downgrades Buy Hold X

FCX Freeport-McMoRan

Jefferies

$48 $40

Reiterated Buy X

FL Foot Locker

Needham

$25 $24

Initiated Neutral X

INDI indie Semiconductor

UBS

$4.50

Downgrades Overweight Eq-Weight X

INVH Invitation Homes

Morgan Stanley

$39 $35

Upgrades Eq Weight Overweight X

IPG Interpublic

Barclays

$32 $36

Initiated Overweight X

IRDM Iridium Communications

Cantor Fitzgerald

$40

Resumed Neutral X

KR Kroger

Citigroup

$61

Initiated In-line X

MAA Mid-America Aptmt

Evercore ISI

$155

Upgrades Eq-Weight Overweight X

MAA Mid-America Aptmt

Morgan Stanley

$159.50 $168

Reiterated Buy X

MCHP Microchip

B. Riley Securities

$93 $85

Upgrades Sec Perform Outperform X

MGA Magna

RBC Capital Mkts

$41 $52

Upgrades Mkt Perform Outperform X

NFLX Netflix

Bernstein

$975 $1200

Reiterated Buy X

ON ON Semiconductor

B. Riley Securities

$100 $90

Reiterated Buy X

OSIS OSI Systems

B. Riley Securities

$180 $221

Upgrades Sec Weight Overweight X

OSK Oshkosh

KeyBanc Capital Markets

$113

Initiated Outperform X

PARR Par Pacific

Raymond James

$25

Initiated Overweight X

PL Planet Labs

Cantor Fitzgerald

$6.30

Downgrades Overweight Neutral X

PVH PVH

JP Morgan

$149 $113

Initiated Buy X

PWR Quanta Services

BofA Securities

$407

Upgrades Neutral Buy X

QSR Restaurant Brands Int’l

Guggenheim

$74 $71

Resumed Overweight X

RDW Redwire Corporation

Cantor Fitzgerald

$28

Upgrades Hold Buy X

SGHC Super Group

Canaccord Genuity

$5 $10

Upgrades Hold Buy X

SHW Sherwin-Williams

Berenberg

$321 $420

Upgrades Hold Buy X

STLD Steel Dynamics

Jefferies

$125 $145

Initiated Outperform X

TOST Toast

Oppenheimer

$46

Initiated Buy X

TRMK Trustmark

Janney

$42

Upgrades Neutral Overweight X

TRV Travelers

Piper Sandler

$259 $310

Upgrades Neutral Outperform X

TWLO Twilio

Robert W. Baird

$115 $160

Downgrades Buy Neutral X

TXT Textron

BofA Securities

$110 $85

Reiterated Buy X

UAL United Airlines

TD Cowen

$142 $165

Reiterated Buy X

UNP Union Pacific

TD Cowen

$245 $258

Reiterated Overweight X

V Visa

Piper Sandler

$322 $368

Initiated Neutral X

VSAT Viasat

Cantor Fitzgerald

$12

Initiated Outperform X

VZLA Vizsla Silver Corp.

BMO Capital Markets

Upgrades Hold Buy X

WPP WPP plc

Kepler

Initiated Overweight X

WRD WeRide

JP Morgan

$21

Upgrades Neutral Buy X

XP XP

UBS

$19 $16