Reiterated Outperform X

ACI Albertsons

Telsey Advisory Group

$26 $24

Reiterated Outperform X

ADBE Adobe

BMO Capital Markets

$495 $450

Resumed Outperform X

AEM Agnico-Eagle Mines

BMO Capital Markets

$181

Downgrades Eq-Weight Underweight X

AGCO AGCO Corp

Morgan Stanley

$75

Reiterated Overweight X

AMZN Amazon

Cantor Fitzgerald

$270 $230

Upgrades Perform Outperform X

ARES Ares Management

Oppenheimer

$159

Initiated Outperform X

ASND Ascendis Pharma

RBC Capital Mkts

$205

Initiated Buy X

BRO Brown & Brown

Edward Jones

Upgrades Hold Buy X

BSX Boston Scientific

Needham

$113

Upgrades Underweight Eq-Weight X

CAT Caterpillar

Morgan Stanley

$283

Downgrades Overweight Eq Weight X

ECL Ecolab

Wells Fargo

$230

Downgrades Overweight Neutral X

EPAM EPAM Systems

Piper Sandler

$170

Resumed Outperform X

ERO Ero Copper

BMO Capital Markets

Upgrades Peer Perform Outperform X

FCX Freeport-McMoRan

Wolfe Research

$39

Resumed Outperform X

FNV Franco-Nevada

BMO Capital Markets

Downgrades Overweight Eq-Weight X

GD General Dynamics

Morgan Stanley

$305

Upgrades Hold Buy X

GO Grocery Outlet

Jefferies

$18

Resumed Market Perform X

GOLD Barrick

BMO Capital Markets

Resumed Outperform X

HBM Hudbay Minerals

BMO Capital Markets

Downgrades Outperform Neutral X

HLMN Hillman Solutions Corp.

Robert W. Baird

Resumed Outperform X

IAG IAMGOLD

BMO Capital Markets

Reiterated Hold X

JBHT J.B. Hunt Transport

TD Cowen

$160 $140

Initiated Buy X

KDP Keurig Dr Pepper

Argus

$40

Resumed Outperform X

KGC Kinross Gold

BMO Capital Markets

Upgrades Eq-Weight Overweight X

LMT Lockheed Martin

Morgan Stanley

$575

Initiated Outperform X

LYFT Lyft

Oppenheimer

$15

Reiterated Buy X

MNST Monster Beverage

Jefferies

$68 $71

Reiterated Outperform X

MSFT Microsoft

BMO Capital Markets

$490 $470

Reiterated Overweight X

MSFT Microsoft

Morgan Stanley

$530 $472

Resumed Outperform X

MTAL MAC Limited

BMO Capital Markets

$11

Resumed Outperform X

NEM Newmont Corporation

BMO Capital Markets

$63

Upgrades Neutral Outperform X

NET Cloudflare

Mizuho

$135

Resumed Market Perform X

NEXA Nexa Resources

BMO Capital Markets

$6

Reiterated Buy X

NVDA NVIDIA

BofA Securities

$200 $160

Reiterated Strong Buy X

NVDA NVIDIA

Raymond James

$170 $150

Resumed Market Perform X

PAAS Pan Am Silver

BMO Capital Markets

Reiterated Shocking X

PAPSX Paper Street Soap Company

Jack Powers Capital

$31,494

Downgrades Overweight Eq-Weight X

PCAR PACCAR

Morgan Stanley

$96

Initiated Sector Perform X

PCTY Paylocity

Scotiabank

$190

Upgrades Mkt Perform Outperform X

PNFP Pinnacle Finl

Hovde Group

$111

Reiterated Outperform X

PTC PTC

BMO Capital Markets

$220 $183

Downgrades Eq-Weight Underweight X

REVG REV Group

Morgan Stanley

$33

Resumed Market Perform X

RGLD Royal Gold

BMO Capital Markets

$196

Reiterated Outperform X

SAP SAP SE

BMO Capital Markets

$307 $300

Downgrades Overweight Neutral X

SE Sea Limited

JP Morgan

$135

Initiated Outperform X

SEM Select Medical

Mizuho

$25

Initiated Sector Outperform X

TARA Protara Therapeutics

Scotiabank

$12

Resumed Outperform X

TECK Teck Resources

BMO Capital Markets

Downgrades Buy Neutral X

TGT Target

Goldman

$101

Reiterated Overweight X

TSLA Tesla

Piper Sandler

$450 $400

Initiated Buy X

UMBF UMB Financial Corporation

BofA Securities

$105

Downgrades Outperform Neutral X

UMC United Micro

Wedbush

Upgrades Neutral Buy X

UNP Union Pacific

Redburn Atlantic

$259

Initiated Sector Outperform X

URGN UroGen Pharma

Scotiabank

$23

Upgrades Eq-Weight Overweight X

URI United Rentals

Morgan Stanley

$702

Upgrades Sell Neutral X

UWMC UWM Holdings

UBS

Initiated Underweight X

VVX V2X

Morgan Stanley

$51

Resumed Overweight X

WDC Western Digital

Morgan Stanley

$46

Resumed Outperform X

WPM Wheaton Precious Metals

BMO Capital Markets

$129

Upgrades Hold Buy X

WTS Watts Water Tech.

Stifel

$229

Downgrades Overweight Neutral X

X U.S. Steel

JP Morgan

$38

Upgrades Hold Buy X

ZWS Zurn Elkay Water Solutions

Stifel

$34