Resumed Overweight X

ACRS Aclaris Therapeutics

Piper Sandler

$6

Initiated Buy X

ADI Analog Devices

Goldman

$285

Resumed Sell X

ALT Altimmune

Goldman

$1

Initiated Buy X

AMAT Applied Materials

Goldman

$225

Upgrades Hold Buy X

AMD Advanced Micro Devices

HSBC Securities

$200

Initiated Neutral X

AMKR Amkor

Goldman

$20

Resumed Buy X

AMLX Amylyx Pharmaceuticals

Goldman

$10

Resumed Mkt Outperform X

AMZN Amazon

Citizens JMP

Initiated Buy X

ANIP ANI Pharma

H.C. Wainwright

$84

Initiated Buy X

AVGO Broadcom

Goldman

$315

Downgrades Buy Neutral X

CAKE Cheesecake Factory

Goldman

$67

Initiated Buy X

CDNS Cadence Design

Goldman

$380

Reiterated Buy X

CELH Celsius

Needham

$47 $55

Upgrades Neutral Buy X

CG Carlyle Group

Citigroup

$65

Upgrades Hold Buy X

CGNX Cognex

Melius

$60

Resumed Mkt Outperform X

CHWY Chewy

Citizens JMP

Downgrades Overweight Eq-Weight X

CNC Centene

Morgan Stanley

$33

Initiated Buy X

CNK Cinemark

Deutsche Bank

$36

Downgrades Buy Sell X

COIN Coinbase Global

H.C. Wainwright

$300

Downgrades Overweight Eq Weight X

COLB Columbia Banking

Wells Fargo

$27

Downgrades Buy Neutral X

CRH CRH Plc.

DA Davidson

$105

Downgrades Neutral Sell X

CRK Comstock

UBS

Initiated Neutral X

CRNX Crinetics Pharmaceuticals

Goldman

$36

Initiated Neutral X

DLR Digital Realty Trust

Guggenheim

Resumed Mkt Perform X

EBAY eBay

Citizens JMP

Initiated Market Perform X

EFX Equifax

BMO Capital Markets

$280

Resumed Buy X

EL Estee Lauder

BofA Securities

$110

Initiated Neutral X

ENTG Entegris

Goldman

$85

Initiated Buy X

EQIX Equinix

Guggenheim

$933

Resumed Mkt Perform X

ETSY Etsy

Citizens JMP

Initiated Outperform X

FICO Fair Isaac

BMO Capital Markets

$2000

Resumed Sell X

GERN Geron

Goldman

$1

Initiated Neutral X

GFS GlobalFoundries

Goldman

$40

Resumed Neutral X

HALO Halozyme Therapeutics

Goldman

$55

Upgrades Hold Buy X

HII Huntington Ingalls

TD Cowen

$300

Resumed Neutral X

HRMY Harmony Biosciences

Goldman

$33

Resumed Neutral X

IDYA IDEAYA Biosciences

Goldman

$25

Resumed Neutral X

IMVT Immunovant Sciences

Goldman

$18

Downgrades Buy Neutral X

ITUB Itau Unibanco Holding SA

UBS

Initiated Neutral X

KLAC KLA Corporation

Goldman

$980

Downgrades Buy Hold X

LH Labcorp Holdings Inc.

HSBC Securities

$260

Downgrades Buy Hold X

LMT Lockheed Martin

TD Cowen

$480

Initiated Buy X

LRCX Lam Research

Goldman

$115

Upgrades Neutral Buy X

MCD McDonald’s

Goldman

$345

Initiated Buy X

MCHP Microchip

Goldman

$88

Downgrades Outperform Mkt Perform X

MFA MFA Financial

Keefe Bruyette

$10

Initiated Sell X

MKSI MKS Inc.

Goldman

$90

Downgrades Overweight Eq-Weight X

MOH Molina Healthcare

Morgan Stanley

$266

Initiated Neutral X

MRVL Marvell

Goldman

$75

Initiated Buy X

MU Micron

Deutsche Bank

$150

Initiated Neutral X

MU Micron

Goldman

$130

Initiated Buy X

NBIX Neurocrine Biosciences

Goldman

$182

Downgrades Buy Neutral X

NE Noble Corporation

Citigroup

$32

Reiterated Overweight X

NFLX Netflix

KeyBanc Capital Markets

$1070 $1390

Upgrades Sec Weight Overweight X

NHI National Health

KeyBanc Capital Markets

Downgrades Buy Hold X

NKE NIKE

DZ Bank

$76

Initiated Outperform X

NSSC Napco Security Systems

Mizuho

$39

Initiated Buy X

NVDA NVIDIA

Goldman

$185

Initiated Buy X

NXPI NXP Semi

Goldman

$276

Initiated Neutral X

ON onsemi

Goldman

$60

Upgrades Neutral Overweight X

ORCL Oracle

Piper Sandler

$270

Initiated Market Perform X

PAYX Paychex

BMO Capital Markets

$160

Upgrades Peer Perform Outperform X

PIPR Piper Sandler

Wolfe Research

$339

Initiated Neutral X

PWR Quanta Services

Seaport Research Partners

Initiated Neutral X

QRVO Qorvo

Goldman

$90

Resumed Buy X

RNA Avidity Biosciences

Goldman

$55

Downgrades Overweight Eq Weight X

RNR RenaissanceRe

Wells Fargo

$269

Resumed Buy X

ROIV Roivant Sciences

Goldman

$19

Upgrades Sec Weight Overweight X

ROKU Roku

KeyBanc Capital Markets

$115

Downgrades Outperform Mkt Perform X

RWT Redwood Trust

Keefe Bruyette

$6.50

Downgrades Buy Hold X

RXST RxSight

Jefferies

$9

Initiated Buy X

RYTM Rhythm Pharmaceuticals

Goldman

$97

Downgrades Buy Sell X

SAND Sandstorm Gold

TD Securities

Initiated Buy X

SNDX Syndax Pharmaceuticals

Goldman

$18

Initiated Buy X

SNPS Synopsys

Goldman

$620

Upgrades Eq Weight Overweight X

SNV Synovus

Wells Fargo

$62

Initiated Buy X

STX Seagate Tech

Goldman

$170

Initiated Sell X

SWKS Skyworks

Goldman

$70

Initiated Sell X

TER Teradyne

Goldman

$80

Downgrades Sec Outperform Sec Perform X

TFII TFI International

Scotiabank

Resumed Neutral X

TGTX TG Therapeutics

Goldman

$37

Upgrades Neutral Outperform X

TREX Trex

Robert W. Baird

$75

Initiated Buy X

TRNS Transcat

Lake Street

$105

Initiated Outperform X

TRU TransUnion

BMO Capital Markets

$115

Initiated Buy X

TXN Texas Instruments

Goldman

$255

Downgrades Outperform Mkt Perform X

UWMC UWM Holdings

Keefe Bruyette

$4.50

Resumed Equal-Weight X

VZ Verizon

Morgan Stanley

$47

Downgrades Neutral Underweight X

WDAY Workday

Piper Sandler

$235

Initiated Neutral X

WDC Western Digital

Goldman

$70

Downgrades Mkt Outperform Mkt Perform X

WRBY Warby Parker

Citizens JMP

Upgrades Neutral Outperform X

ZBRA Zebra Tech

BNP Paribas Exane

$408