Analyst Ratings published Tuesday July 8th 2025

7/8/25	Resumed	Buy	X
AA Alcoa Citigroup
$42
7/8/25	Initiated	Peer Perform	X
AAOI Applied Optoelectronics Wolfe Research
7/8/25	Initiated	Peer Perform	X
ADTN ADTRAN Wolfe Research
7/8/25	Upgrades	Mkt Perform Outperform	X
ALTG Alta Equipment Group Northland Capital
$20
7/8/25	Reiterated	Equal Weight	X
AMZN Amazon Wells Fargo
$201 $238
7/8/25	Initiated	Outperform	X
ANET Arista Networks Wolfe Research
7/8/25	Initiated	Sector Outperform	X
APP AppLovin Scotiabank
$430
7/8/25	Upgrades	Hold Buy	X
ARGX argenx Deutsche Bank
7/8/25	Upgrades	Hold Buy	X
ARTL Artelo Biosciences D. Boral Capital
$20
7/8/25	Initiated	Overweight	X
AVAV AeroVironment Cantor Fitzgerald
$335
7/8/25	Initiated	Outperform	X
AXON Axon Wolfe Research
7/8/25	Downgrades	Buy Hold	X
BAC Bank of America HSBC Securities
$51
7/8/25	Initiated	Outperform	X
BILI Bilibili Bernstein
$28
7/8/25	Downgrades	Eq Weight Underweight	X
BRSP BrightSpire Capital Barclays
$5
7/8/25	Downgrades	Buy Hold	X
BWXT BWX Technologies Deutsche Bank
$150
7/8/25	Downgrades	Outperform Mkt Perform	X
CACI CACI Intl Raymond James
7/8/25	Upgrades	Neutral Overweight	X
CADE Cadence Bank Piper Sandler
$42
7/8/25	Initiated	Peer Perform	X
CALX Calix Networks Wolfe Research
7/8/25	Upgrades	Mkt Perform Outperform	X
CFR Cullen/Frost Raymond James
$150
7/8/25	Downgrades	Eq-Weight Underweight	X
CIEN Ciena Morgan Stanley
$70
7/8/25	Downgrades	Outperform Mkt Perform	X
CMA Comerica Raymond James
7/8/25	Upgrades	Hold Buy	X
COF Capital One TD Cowen
$258
7/8/25	Initiated	Outperform	X
COHR Coherent Wolfe Research
7/8/25	Initiated	Peer Perform	X
COMM Commscope Wolfe Research
7/8/25	Initiated	Equal-Weight	X
CPRT Copart Stephens
$50
7/8/25	Initiated	Peer Perform	X
CSCO Cisco Wolfe Research
7/8/25	Initiated	Peer Perform	X
CSGS CSG Systems Wolfe Research
7/8/25	Downgrades	Neutral Sell	X
DDOG Datadog Guggenheim
$105
7/8/25	Initiated	Outperform	X
DOX Amdocs Wolfe Research
7/8/25	Downgrades	Buy Hold	X
ENPH Enphase Energy TD Cowen
$45
7/8/25	Reiterated	Hold	X
ENVX Enovix TD Cowen
$7 $15
7/8/25	Resumed	Outperform	X
EQT EQT Corp. Mizuho
$66
7/8/25	Downgrades	Outperform Sec Perform	X
EXEL Exelixis RBC Capital Mkts
$45 $50
7/8/25	Upgrades	Eq Weight Overweight	X
EYE National Vision Barclays
$30
7/8/25	Initiated	Outperform	X
FFIV F5 Networks Wolfe Research
7/8/25	Downgrades	Eq Weight Underweight	X
FHB First Hawaiian Barclays
$298
7/8/25	Upgrades	Underweight Eq Weight	X
FIBK First Interstate Bancsystem Barclays
$32
7/8/25	Initiated	Peer Perform	X
FN Fabrinet Wolfe Research
7/8/25	Upgrades	Hold Buy	X
GD General Dynamics Deutsche Bank
$342
7/8/25	Initiated	Outperform	X
GLW Corning Wolfe Research
7/8/25	Downgrades	Hold Reduce	X
GS Goldman Sachs HSBC Securities
$627
7/8/25	Initiated	Underperform	X
HLIT Harmonic Wolfe Research
7/8/25	Initiated	Peer Perform	X
HPE Hewlett Packard Enterprise Wolfe Research
7/8/25	Downgrades	Hold Reduce	X
JPM JPMorgan Chase HSBC Securities
$259
7/8/25	Downgrades	Outperform Mkt Perform	X
JSPR Jasper Therapeutics BMO Capital Markets
$4
7/8/25	Downgrades	Outperform Sec Perform	X
JSPR Jasper Therapeutics RBC Capital Mkts
$5
7/8/25	Upgrades	Neutral Buy	X
KEY KeyCorp UBS
$22
7/8/25	Downgrades	Overweight Eq Weight	X
KLAC KLA Corporation Wells Fargo
$920
7/8/25	Initiated	Overweight	X
KTOS Kratos Defense and Security Cantor Fitzgerald
$60
7/8/25	Initiated	Outperform	X
LITE Lumentum Wolfe Research
7/8/25	Initiated	Peer Perform	X
MSI Motorola Solutions Wolfe Research
7/8/25	Resumed	Neutral	X
NBTB NBT Bancorp Piper Sandler
$47
7/8/25	Downgrades	Buy Neutral	X
NEM Newmont Corporation Goldman
$60.90
7/8/25	Downgrades	Buy Hold	X
NOC Northrop Grumman Deutsche Bank
$542
7/8/25	Initiated	Buy	X
NVCR NovoCure Ladenburg Thalmann
$30
7/8/25	Initiated	Buy	X
ORIC ORIC Pharmaceuticals Ladenburg Thalmann
$15
7/8/25	Upgrades	Mkt Perform Outperform	X
OZK Bank OZK Raymond James
$58
7/8/25	Upgrades	Mkt Perform Outperform	X
PGNY Progyny Leerink Partners
$28
7/8/25	Upgrades	Mkt Perform Outperform	X
PNC PNC Raymond James
$220
7/8/25	Upgrades	Mkt Perform Strong Buy	X
PSN Parsons Raymond James
$90
7/8/25	Initiated	Outperform	X
RDWR Radware Wolfe Research
7/8/25	Upgrades	Underweight Sec Weight	X
RUN Sunrun KeyBanc Capital Markets
7/8/25	Upgrades	Underweight Sec Weight	X
SEDG SolarEdge Technologies KeyBanc Capital Markets
7/8/25	Downgrades	Buy Hold	X
SHAK Shake Shack Loop Capital
$127
7/8/25	Initiated	Buy	X
SMLR Semler Scientific The Benchmark Company
$101
7/8/25	Upgrades	Underperform Peer Perform	X
SWK Stanley Black & Decker Wolfe Research
7/8/25	Upgrades	Hold Buy	X
SWX Southwest Gas Jefferies
$82
7/8/25	Upgrades	Neutral Buy	X
SY So-Young International Citigroup
7/8/25	Upgrades	Mkt Perform Outperform	X
TFC Truist Raymond James
$50
7/8/25	Downgrades	Outperform Mkt Perform	X
THFF First Financial Raymond James
7/8/25	Initiated	Outperform	X
TJX TJX Daiwa Securities
$133
7/8/25	Downgrades	Buy Hold	X
TPIC TPI Composites TD Cowen
$1
7/8/25	Upgrades	Eq Weight Overweight	X
UWMC UWM Holdings Barclays
$6
7/8/25	Initiated	Outperform	X
VITL Vital Farms Mizuho
$45
7/8/25	Upgrades	Hold Buy	X
VRT Vertiv Melius
$165