Initiated Neutral X

ABG Asbury Automotive

Citigroup

$236

Initiated Neutral X

ADNT Adient

Citigroup

$14

Reiterated Outperform X

AMZN Amazon

Telsey Advisory Group

$275 $235

Initiated Buy X

AN AutoNation

Citigroup

$217

Upgrades Neutral Buy X

ARI Apollo Commercial Real Estate

BTIG Research

$11

Initiated Buy X

ATGE Adtalem Global Education

Jefferies

$135

Upgrades Sec Weight Overweight X

ATI ATI Inc.

KeyBanc Capital Markets

$55

Upgrades Sell Neutral X

AXP American Express

Redburn Atlantic

$255

Upgrades Underweight Neutral X

BL BlackLine

Piper Sandler

$46

Reiterated Outperform X

BOKF BOK Financial

Hovde Group

$122 $110

Upgrades Hold Buy X

BOOT Boot Barn Holdings

Craig Hallum

$130

Initiated Neutral X

BRBR BellRing Brands

UBS

$81

Upgrades Mkt Perform Outperform X

CAVA CAVA Group

Bernstein

$115

Downgrades Outperform Mkt Perform X

CCO Clear Channel Outdoor

Barrington Research

Initiated Neutral X

CHKP Check Point Software

Roth Capital

$215

Initiated Buy X

COIN Coinbase Global

The Benchmark Company

$252

Initiated Sell X

CPB Campbell Soup

UBS

$36

Initiated Neutral X

CPS Cooper-Standard

Citigroup

$12

Initiated Buy X

CRWD CrowdStrike

Roth Capital

$410

Downgrades Overweight Eq Weight X

CVX Chevron

Barclays

$171 $152

Downgrades Neutral Sell X

CVX Chevron

Redburn Atlantic

$124

Initiated Buy X

CYBR CyberArk

Roth Capital

$415

Initiated Overweight X

DUOL Duolingo

Morgan Stanley

$435

Downgrades Buy Neutral X

E Eni S.p.A.

Redburn Atlantic

Downgrades Neutral Sell X

ENPH Enphase Energy

Guggenheim

$33

Downgrades Eq-Weight Underweight X

ENPH Enphase Energy

Morgan Stanley

$36

Reiterated Buy X

ENPH Enphase Energy

TD Cowen

$78 $58

Downgrades Buy Sell X

EQNR Equinor

Redburn Atlantic

Initiated Neutral X

F Ford Motor

Citigroup

$10

Upgrades Underperform Neutral X

FE FirstEnergy

BofA Securities

$45

Initiated Mkt Outperform X

FHTX Foghorn Therapeutics

Citizens JMP

$9

Upgrades Perform Outperform X

FIS Fidelity Nat’l Info

Oppenheimer

$94

Downgrades Outperform Peer Perform X

FLYW Flywire

Wolfe Research

Initiated Neutral X

FTNT Fortinet

Roth Capital

$103

Initiated Sell X

GIS General Mills

UBS

$54

Initiated Buy X

GM General Motors

Citigroup

$62

Reiterated Buy X

GOOGL Alphabet A

Stifel

$225 $192

Initiated Buy X

GPI Group 1 Auto

Citigroup

$463

Downgrades Outperform Peer Perform X

GPN Global Payments

Wolfe Research

Resumed Outperform X

IIPR Innovative Industrial Properties

Wolfe Research

$57

Upgrades Hold Buy X

INTU Intuit

HSBC Securities

$699

Downgrades Outperform Neutral X

JD JD.com

Macquarie

$35

Upgrades Neutral Buy X

LAD Lithia Motors

Citigroup

$415 $375

Initiated Buy X

LEA Lear

Citigroup

$123

Upgrades Neutral Outperform X

LMT Lockheed Martin

Robert W. Baird

$540

Upgrades Neutral Buy X

LOMA Loma Negra

BofA Securities

$14

Upgrades Underperform Neutral X

MBLY Mobileye Global

Exane BNP Paribas

$11

Reiterated Sell X

MNST Monster Beverage

Truist

$40 $50

Downgrades Eq Weight Underweight X

MUR Murphy Oil

Barclays

$32 $24

Downgrades Eq Weight Underweight X

NPWR NET Power

Barclays

$3 $2

Initiated Mkt Outperform X

NUVB Nuvation Bio

Citizens JMP

$6

Initiated Buy X

OKTA Okta

Roth Capital

$119

Downgrades Overweight Neutral X

ORCL Oracle

Piper Sandler

$130

Reiterated Market Perform X

OXM Oxford Industries

Telsey Advisory Group

$64 $52

Initiated Buy X

PAG Penske Auto

Citigroup

$185

Reiterated Smelly X

PAPSX Paper Street Soap Company

Jack Powers Capital

$6,059

Reiterated Outperform X

PCOR Procore Technologies

BMO Capital Markets

$95 $75

Initiated Sell X

PYPL PayPal

Compass Point

$56

Upgrades Eq-Weight Overweight X

RTX RTX

Morgan Stanley

$135

Downgrades Overweight Eq-Weight X

RUN Sunrun

Morgan Stanley

$11

Initiated Buy X

S SentinelOne

Roth Capital

$26

Initiated Neutral X

SAH Sonic Automotive

Citigroup

$64

Reiterated Outperform X

SAP SAP SE

BMO Capital Markets

$300 $320

Downgrades Neutral Sell X

SEDG SolarEdge Technologies

Guggenheim

$5

Downgrades Eq-Weight Underweight X

SEDG SolarEdge Technologies

Morgan Stanley

$10

Upgrades Underperform Neutral X

SIMO Silicon Motion

BofA Securities

$47

Initiated Buy X

SJM J.M. Smucker

UBS

$134

Initiated Neutral X

SMPL Simply Good Foods

UBS

$41

Upgrades Underweight Eq Weight X

STR Sitio Royalties Corp.

Barclays

$23 $21

Upgrades Peer Perform Outperform X

TOST Toast

Wolfe Research

$44

Resumed Buy X

TXO TXO Energy Partners

Stifel

$20

Downgrades Buy Neutral X

TXRH Texas Roadhouse

Citigroup

$164

Initiated Neutral X

UTZ Utz Brands

UBS

$15

Upgrades Mkt Perform Outperform X

VMI Valmont

William Blair

Downgrades Neutral Underweight X

VOD Vodafone PLC

JP Morgan

Reiterated Market Perform X

WTFC Wintrust Fin

Hovde Group

$107 $115

Downgrades Buy Hold X

WYNN Wynn Resorts

Argus

Initiated Neutral X

ZS Zscaler

Roth Capital

$215