Upgrades Underperform Neutral X

ADM ADM

BofA Securities

$47

Upgrades Eq Weight Overweight X

ALV Autoliv

Barclays

$97

Downgrades Outperform Neutral X

AMRC Ameresco

Robert W. Baird

$13

Reiterated Outperform X

ANET Arista Networks

Evercore ISI

$130 $100

Downgrades Neutral Underperform X

APD Air Products

BofA Securities

$282

Downgrades Overweight Eq Weight X

APTV Aptiv

Barclays

$55

Initiated Buy X

AUR Aurora Innovation

Needham

$10

Initiated Outperform X

AZN AstraZeneca

Exane BNP Paribas

$75

Upgrades Neutral Buy X

CHD Church & Dwight

BofA Securities

$125

Downgrades Buy Underperform X

COTY Coty

BofA Securities

$4.50

Downgrades Outperform Neutral X

CVX Chevron

Exane BNP Paribas

$140

Upgrades Underperform Neutral X

DD DuPont

BofA Securities

$75

Downgrades Buy Underperform X

DOW Dow

BofA Securities

$28

Downgrades Buy Neutral X

DQ Daqo New Energy

Goldman

$17

Downgrades Outperform Neutral X

ELV Elevance Health

Robert W. Baird

$529

Upgrades Neutral Buy X

ESI Element Solutions

BofA Securities

$24

Downgrades Outperform In-line X

EXC Exelon

Evercore ISI

$48

Downgrades Overweight Eq Weight X

GM General Motors

Barclays

$40

Downgrades Buy Neutral X

GPRE Green Plains

BofA Securities

$4.50

Initiated Neutral X

GSK GlaxoSmithKline

Exane BNP Paribas

$35.25

Downgrades Outperform Neutral X

HCA HCA

Robert W. Baird

$336

Initiated Equal Weight X

HEI HEICO

Wells Fargo

$244

Upgrades Underperform Neutral X

HRL Hormel Foods

BofA Securities

$35

Upgrades Neutral Buy X

HUBS HubSpot

UBS

$675

Downgrades Buy Neutral X

HUN Huntsman

BofA Securities

$15

Downgrades Overweight Eq Weight X

HWM Howmet Aerospace

Wells Fargo

$118

Downgrades Overweight Eq Weight X

HXL Hexcel

Wells Fargo

$55

Downgrades Buy Hold X

IRWD Ironwood Pharma

Jefferies

Downgrades Overweight Eq Weight X

IRWD Ironwood Pharma

Wells Fargo

Upgrades Hold Buy X

KKR KKR

HSBC Securities

$119

Downgrades Outperform Neutral X

LFUS Littelfuse

Robert W. Baird

$182

Downgrades Overweight Eq Weight X

MBLY Mobileye Global

Barclays

$14

Initiated Buy X

MELI MercadoLibre

The Benchmark Company

$2500

Downgrades Outperform Neutral X

MOH Molina Healthcare

Robert W. Baird

$375

Upgrades Hold Buy X

NBIX Neurocrine Biosciences

Needham

$138

Initiated Hold X

NKE NIKE

Berenberg

$58

Downgrades Buy Neutral X

PEP PepsiCo

BofA Securities

$155

Downgrades Eq-Weight Underweight X

PGRE Paramount Group

Morgan Stanley

$3.25

Downgrades Buy Neutral X

PPG PPG Industries

BofA Securities

$126

Initiated Neutral X

RXST RxSight

Piper Sandler

$18

Initiated Outperform X

SNY Sanofi

Exane BNP Paribas

$65

Upgrades Underweight Neutral X

TGI Triumph Group

JP Morgan

$26

Downgrades Outperform Neutral X

THC Tenet Healthcare

Robert W. Baird

$137

Upgrades Outperform Buy X

TSM Taiwan Semiconductor Manufacturing

Daiwa Securities

Upgrades Neutral Outperform X

TTE TotalEnergies SE

Exane BNP Paribas

Downgrades Outperform Neutral X

UHS Universal Health

Robert W. Baird

$224

Downgrades Overweight Eq Weight X

VC Visteon

Barclays

$82

Upgrades Neutral Overweight X

VERV Verve Therapeutics

Cantor Fitzgerald

Upgrades Neutral Buy X

WLK Westlake Corporation

BofA Securities

$75

Downgrades Overweight Eq-Weight X

XRAY Dentsply Sirona

Morgan Stanley

$14