Resumed Buy X

AA Alcoa

Citigroup

$42

Initiated Peer Perform X

AAOI Applied Optoelectronics

Wolfe Research

Initiated Peer Perform X

ADTN ADTRAN

Wolfe Research

Upgrades Mkt Perform Outperform X

ALTG Alta Equipment Group

Northland Capital

$20

Reiterated Equal Weight X

AMZN Amazon

Wells Fargo

$201 $238

Initiated Outperform X

ANET Arista Networks

Wolfe Research

Initiated Sector Outperform X

APP AppLovin

Scotiabank

$430

Upgrades Hold Buy X

ARGX argenx

Deutsche Bank

Upgrades Hold Buy X

ARTL Artelo Biosciences

D. Boral Capital

$20

Initiated Overweight X

AVAV AeroVironment

Cantor Fitzgerald

$335

Initiated Outperform X

AXON Axon

Wolfe Research

Downgrades Buy Hold X

BAC Bank of America

HSBC Securities

$51

Initiated Outperform X

BILI Bilibili

Bernstein

$28

Downgrades Eq Weight Underweight X

BRSP BrightSpire Capital

Barclays

$5

Downgrades Buy Hold X

BWXT BWX Technologies

Deutsche Bank

$150

Downgrades Outperform Mkt Perform X

CACI CACI Intl

Raymond James

Upgrades Neutral Overweight X

CADE Cadence Bank

Piper Sandler

$42

Initiated Peer Perform X

CALX Calix Networks

Wolfe Research

Upgrades Mkt Perform Outperform X

CFR Cullen/Frost

Raymond James

$150

Downgrades Eq-Weight Underweight X

CIEN Ciena

Morgan Stanley

$70

Downgrades Outperform Mkt Perform X

CMA Comerica

Raymond James

Upgrades Hold Buy X

COF Capital One

TD Cowen

$258

Initiated Outperform X

COHR Coherent

Wolfe Research

Initiated Peer Perform X

COMM Commscope

Wolfe Research

Initiated Equal-Weight X

CPRT Copart

Stephens

$50

Initiated Peer Perform X

CSCO Cisco

Wolfe Research

Initiated Peer Perform X

CSGS CSG Systems

Wolfe Research

Downgrades Neutral Sell X

DDOG Datadog

Guggenheim

$105

Initiated Outperform X

DOX Amdocs

Wolfe Research

Downgrades Buy Hold X

ENPH Enphase Energy

TD Cowen

$45

Reiterated Hold X

ENVX Enovix

TD Cowen

$7 $15

Resumed Outperform X

EQT EQT Corp.

Mizuho

$66

Downgrades Outperform Sec Perform X

EXEL Exelixis

RBC Capital Mkts

$45 $50

Upgrades Eq Weight Overweight X

EYE National Vision

Barclays

$30

Initiated Outperform X

FFIV F5 Networks

Wolfe Research

Downgrades Eq Weight Underweight X

FHB First Hawaiian

Barclays

$298

Upgrades Underweight Eq Weight X

FIBK First Interstate Bancsystem

Barclays

$32

Initiated Peer Perform X

FN Fabrinet

Wolfe Research

Upgrades Hold Buy X

GD General Dynamics

Deutsche Bank

$342

Initiated Outperform X

GLW Corning

Wolfe Research

Downgrades Hold Reduce X

GS Goldman Sachs

HSBC Securities

$627

Initiated Underperform X

HLIT Harmonic

Wolfe Research

Initiated Peer Perform X

HPE Hewlett Packard Enterprise

Wolfe Research

Downgrades Hold Reduce X

JPM JPMorgan Chase

HSBC Securities

$259

Downgrades Outperform Mkt Perform X

JSPR Jasper Therapeutics

BMO Capital Markets

$4

Downgrades Outperform Sec Perform X

JSPR Jasper Therapeutics

RBC Capital Mkts

$5

Upgrades Neutral Buy X

KEY KeyCorp

UBS

$22

Downgrades Overweight Eq Weight X

KLAC KLA Corporation

Wells Fargo

$920

Initiated Overweight X

KTOS Kratos Defense and Security

Cantor Fitzgerald

$60

Initiated Outperform X

LITE Lumentum

Wolfe Research

Initiated Peer Perform X

MSI Motorola Solutions

Wolfe Research

Resumed Neutral X

NBTB NBT Bancorp

Piper Sandler

$47

Downgrades Buy Neutral X

NEM Newmont Corporation

Goldman

$60.90

Downgrades Buy Hold X

NOC Northrop Grumman

Deutsche Bank

$542

Initiated Buy X

NVCR NovoCure

Ladenburg Thalmann

$30

Initiated Buy X

ORIC ORIC Pharmaceuticals

Ladenburg Thalmann

$15

Upgrades Mkt Perform Outperform X

OZK Bank OZK

Raymond James

$58

Upgrades Mkt Perform Outperform X

PGNY Progyny

Leerink Partners

$28

Upgrades Mkt Perform Outperform X

PNC PNC

Raymond James

$220

Upgrades Mkt Perform Strong Buy X

PSN Parsons

Raymond James

$90

Initiated Outperform X

RDWR Radware

Wolfe Research

Upgrades Underweight Sec Weight X

RUN Sunrun

KeyBanc Capital Markets

Upgrades Underweight Sec Weight X

SEDG SolarEdge Technologies

KeyBanc Capital Markets

Downgrades Buy Hold X

SHAK Shake Shack

Loop Capital

$127

Initiated Buy X

SMLR Semler Scientific

The Benchmark Company

$101

Upgrades Underperform Peer Perform X

SWK Stanley Black & Decker

Wolfe Research

Upgrades Hold Buy X

SWX Southwest Gas

Jefferies

$82

Upgrades Neutral Buy X

SY So-Young International

Citigroup

Upgrades Mkt Perform Outperform X

TFC Truist

Raymond James

$50

Downgrades Outperform Mkt Perform X

THFF First Financial

Raymond James

Initiated Outperform X

TJX TJX

Daiwa Securities

$133

Downgrades Buy Hold X

TPIC TPI Composites

TD Cowen

$1

Upgrades Eq Weight Overweight X

UWMC UWM Holdings

Barclays

$6

Initiated Outperform X

VITL Vital Farms

Mizuho

$45

Upgrades Hold Buy X

VRT Vertiv

Melius

$165