Initiated Reduce X

ACN Accenture

HSBC Securities

$240

Downgrades Neutral Underweight X

AEO American Eagle

JP Morgan

$9

Upgrades Neutral Outperform X

ALEC Alector

Mizuho

$3.50

Reiterated Buy X

AMZN Amazon

UBS

$249 $271

Initiated Mkt Perform X

ARES Ares Management

Raymond James

Downgrades Outperform Mkt Perform X

BHP BHP Group

BMO Capital Markets

Downgrades Overweight Neutral X

BILI Bilibili

JP Morgan

$24

Reiterated Market Perform X

CADE Cadence Bank

Hovde Group

$34 $40

Upgrades Mkt Perform Outperform X

CHTR Charter Comm

Bernstein

$380

Initiated Buy X

CLSK CleanSpark

Ladenburg Thalmann

$20.25

Downgrades Overweight Neutral X

CNC Centene

Cantor Fitzgerald

$38

Downgrades Buy Hold X

CNM Core & Main

Loop Capital

$68

Downgrades Buy Neutral X

COIN Coinbase Global

Monness Crespi & Hardt

Downgrades Outperform In-line X

CSCO Cisco

Evercore ISI

$72

Reiterated Mkt Outperform X

DUOL Duolingo

Citizens JMP

$475 $450

Initiated Equal Weight X

EA Electronic Arts

Wells Fargo

$168

Resumed Buy X

ENTA Enanta Pharmaceuticals

H.C. Wainwright

$20

Downgrades Overweight Neutral X

FCNCA First Citizens BancShares

Piper Sandler

$2150

Downgrades Buy Neutral X

FIX Comfort Systems

Northcoast

Initiated Buy X

GFI Gold Fields

Canaccord Genuity

$33

Downgrades Overweight Neutral X

HAL Halliburton

Piper Sandler

$25

Downgrades Outperform Peer Perform X

HCA HCA

Wolfe Research

Initiated Outperform X

HMN Horace Mann

BMO Capital Markets

$48

Upgrades Eq-Weight Overweight X

HSAI Hesai Group

Morgan Stanley

$26

Reiterated Outperform X

INBK First Internet Bancorp

Hovde Group

$32 $29

Downgrades Overweight Neutral X

IREN IREN Limited

JP Morgan

$16

Upgrades Neutral Outperform X

JHX James Hardie

Macquarie

Initiated Buy X

LION Lionsgate Studios

The Benchmark Company

$8.50

Upgrades Hold Buy X

LVS Las Vegas Sands

Argus

$60

Upgrades Neutral Overweight X

MARA MARA Holdings Inc.

JP Morgan

$22

Initiated Outperform X

MDB MongoDB

BMO Capital Markets

$280

Initiated Sector Outperform X

MELI MercadoLibre

Scotiabank

$3500

Reiterated Buy X

META Meta Platforms

Guggenheim

$725 $800

Initiated Neutral X

MLTX MoonLake Immunotherapeutics

Rothschild & Co Redburn

$65

Upgrades Neutral Overweight X

NKE NIKE

JP Morgan

$93

Downgrades Overweight Neutral X

NTES NetEase

JP Morgan

$140

Upgrades Underperform Neutral X

NTST NETSTREIT

BofA Securities

$19

Initiated Mkt Perform X

OWL Blue Owl Capital

Raymond James

Downgrades Neutral Sell X

PARA Paramount Global

Seaport Research Partners

$11

Upgrades Hold Buy X

PCAR PACCAR

Argus

$121

Upgrades Hold Buy X

PD PagerDuty

TD Cowen

$22

Reiterated Buy X

PSX Phillips 66

TD Cowen

$130 $134

Downgrades Outperform Mkt Perform X

PWR Quanta Services

Bernstein

$410

Resumed Buy X

RARE Ultragenyx Pharma

H.C. Wainwright

$80

Downgrades Overweight Neutral X

RIOT Riot Platforms

JP Morgan

$15

Initiated Hold X

RKLB Rocket Lab USA

Craig Hallum

$51

Initiated Buy X

RPID Rapid Micro Biosystems

Lake Street

$8

Resumed Buy X

SGRY Surgery Partners

BofA Securities

$28

Initiated Overweight X

SMLR Semler Scientific

Cantor Fitzgerald

Downgrades Eq Weight Underweight X

SRPT Sarepta Therapeutics

Barclays

$10

Downgrades Buy Neutral X

TECK Teck Resources

B. Riley Securities

Downgrades Outperform Peer Perform X

THC Tenet Healthcare

Wolfe Research

Downgrades Outperform Peer Perform X

TPH TRI Pointe Homes

Wolfe Research

Initiated Overweight X

TTWO Take-Two

Wells Fargo

$265

Upgrades Peer Perform Outperform X

TXN Texas Instruments

Wolfe Research

$230

Upgrades Sell Neutral X

TXT Textron

UBS

$88

Initiated Outperform X

VRT Vertiv

William Blair

Upgrades Neutral Overweight X

WFRD Weatherford

Piper Sandler

$73

Initiated Outperform X

WVE Wave Life Sciences

Oppenheimer

$24

Initiated Outperform X

XPRO Expro Group

Pickering Energy Partners