Upgrades Sell Neutral X

AAP Advance Auto

Redburn Atlantic

$45

Initiated Overweight X

AGYS Agilysys

Cantor Fitzgerald

$125

Initiated Equal Weight X

ASGN ASGN Incorporated

Wells Fargo

$56

Downgrades Overweight Eq Weight X

ASML ASML

Barclays

Initiated Outperform X

AXSM Axsome Therapeutics

Oppenheimer

$185

Initiated Neutral X

BL BlackLine

Cantor Fitzgerald

$58

Downgrades Neutral Underweight X

BMBL Bumble Inc.

JP Morgan

$5

Resumed Overweight X

BMEA Biomea Fusion

Piper Sandler

$7

Initiated Mkt Perform X

BMI Badger Meter

Raymond James

Initiated Overweight X

BRZE Braze

Cantor Fitzgerald

$45

Upgrades Eq Weight Overweight X

CAH Cardinal Health

Wells Fargo

$179

Upgrades Eq Weight Overweight X

COR Cencora

Wells Fargo

$337

Reiterated Buy X

CRDO Credo Technology Group

TD Cowen

$50 $85

Initiated Overweight X

CRM Salesforce

Cantor Fitzgerald

$325

Downgrades Outperform Mkt Perform X

CX CEMEX S.A.

Itau BBA

Resumed Neutral X

CXM Sprinklr

Cantor Fitzgerald

$8

Upgrades Reduce Accumulate X

DG Dollar General

Gordon Haskett

Reiterated Buy X

DIS Walt Disney

Rosenblatt

$135 $140

Resumed Neutral X

DRVN Driven Brands

Goldman

$20

Resumed Overweight X

FRSH Freshworks

Cantor Fitzgerald

$20

Downgrades Buy Hold X

GSK GlaxoSmithKline

Berenberg

Downgrades Buy Neutral X

HSBC HSBC Holdings

BofA Securities

$63

Initiated Overweight X

HUBS HubSpot

Cantor Fitzgerald

$775

Upgrades Neutral Buy X

KYMR Kymera Therapeutics

B. Riley Securities

$60

Upgrades Eq-Weight Overweight X

KYMR Kymera Therapeutics

Morgan Stanley

$79

Resumed Neutral X

LAD Lithia Motors

Goldman

$340

Initiated Hold X

LION Lionsgate Studios

TD Cowen

$8

Resumed Neutral X

MBUU Malibu Boats

DA Davidson

$33

Resumed Sell X

MCW Mister Car Wash

Goldman

$6.25

Downgrades Outperform Mkt Perform X

MTAL MAC Limited

BMO Capital Markets

$12.25

Reiterated Buy X

NFLX Netflix

Jefferies

$1200 $1400

Upgrades Hold Buy X

OSK Oshkosh

Truist

$127

Upgrades Neutral Overweight X

PINS Pinterest

JP Morgan

$40

Initiated Overweight X

QTWO Q2 Holdings

Cantor Fitzgerald

$110

Downgrades Buy Hold X

RIO Rio Tinto

Jefferies

Initiated Overweight X

SPSC SPS Commerce

Cantor Fitzgerald

$170

Downgrades Overweight Neutral X

SPT Sprout Social

Cantor Fitzgerald

$24

Initiated Neutral X

TYL Tyler Tech

Cantor Fitzgerald

$600

Upgrades Hold Buy X

UBS UBS AG

Jefferies

Initiated Outperform X

UEC Uranium Energy

BMO Capital Markets

$7.75

Resumed Buy X

VVV Valvoline

Goldman

$45

Upgrades Hold Buy X

WWD Woodward

Deutsche Bank

$291