Reiterated Buy X

AAPL Apple

BofA Securities

$250 $240

Downgrades Outperform Mkt Perform X

AMTB Amerant Bancorp

Raymond James

Upgrades Eq Weight Overweight X

APH Amphenol

Fox Advisors

$85

Initiated Mkt Perform X

ATEN A10 Networks

Raymond James

Downgrades Overweight Neutral X

AVY Avery Dennison

JP Morgan

$172

Reiterated Buy X

BKR Baker Hughes

TD Cowen

$50 $49

Reiterated Outperform X

BPOP Popular

Hovde Group

$118 $114

Upgrades Neutral Overweight X

CDNS Cadence Design

JP Morgan

$325

Reiterated Outperform X

CNOB ConnectOne Bancorp

Hovde Group

$29 $29.50

Initiated Overweight X

CYTK Cytokinetics

Barclays

$55

Upgrades Sell Hold X

EVO Evotec SE

Deutsche Bank

Upgrades Neutral Overweight X

EW Edwards Lifesciences

Piper Sandler

$80

Reiterated Outperform X

FCCO First Community

Hovde Group

$28 $29

Reiterated Outperform X

FRBA First Bank

Hovde Group

$17 $17.50

Upgrades Hold Buy X

HBAN Huntington Banc

Deutsche Bank

$17.50

Reiterated Market Perform X

HBCP Home Bancorp

Hovde Group

$48.50 $51.50

Upgrades Neutral Buy X

HCSG Healthcare Services Group

UBS

$15

Reiterated Buy X

KNX Knight-Swift

TD Cowen

$55 $49

Upgrades Perform Outperform X

LII Lennox Int’l

Oppenheimer

$600

Initiated Outperform X

LINC Lincoln Educational Services

Northland Capital

$24

Resumed Neutral X

LPL LG Display

BofA Securities

Reiterated Buy X

LRCX Lam Research

TD Cowen

$110 $100

Downgrades Buy Neutral X

MDLZ Mondelez Int’l

DA Davidson

$68

Upgrades Hold Buy X

MTB M&T Bank

Deutsche Bank

$210

Reiterated Market Perform X

NBHC National Bank

Hovde Group

$43 $39

Upgrades Neutral Overweight X

OBK Origin Bancorp

Piper Sandler

Downgrades Overweight Neutral X

OEC Orion Engineered Carbons

JP Morgan

$12

Reiterated Outperform X

OFG OFG Bancorp

Hovde Group

$53.50 $50

Downgrades Buy Neutral X

ON onsemi

B. Riley Securities

$41

Upgrades Outperform Strong Buy X

RNST Renasant

Raymond James

$40

Upgrades Peer Perform Outperform X

SF Stifel Financial

Wolfe Research

$108

Downgrades Overweight Neutral X

TAL TAL Education

JP Morgan

$16 $11

Upgrades Hold Buy X

TEL TE Connectivity

HSBC Securities

$175

Downgrades Buy Hold X

TXN Texas Instruments

Summit Insights

Upgrades Neutral Buy X

UTZ Utz Brands

DA Davidson

$16

Downgrades Strong Buy Outperform X

WFRD Weatherford

Raymond James

$69

Downgrades Neutral Sell X

WU Western Union

Monness Crespi & Hardt

$7.50