Upgrades Eq-Weight Overweight X

ABG Asbury Automotive

Stephens

$277

Downgrades Strong Buy Outperform X

ACHC Acadia Healthcare

Raymond James

$26

Upgrades Underweight Eq Weight X

ALLE Allegion

Barclays

$163

Downgrades Outperform Neutral X

AVB AvalonBay

Mizuho

$199

Initiated Overweight X

AZZ AZZ

Wells Fargo

$128

Upgrades Sec Perform Sec Outperform X

BP BP

Scotiabank

$42

Initiated Neutral X

CALM Cal-Maine Foods

Goldman

$110

Downgrades Neutral Underperform X

CF CF Industries

BofA Securities

$82

Initiated Equal Weight X

CLF Cleveland-Cliffs

Wells Fargo

$10

Initiated Overweight X

CMC Commercial Metals

Wells Fargo

$61

Downgrades Buy Neutral X

COHR Coherent

BofA Securities

$105

Upgrades Neutral Outperform X

CVS CVS Health

Robert W. Baird

$82

Upgrades Hold Buy X

DLO dLocal Limited

HSBC Securities

$15

Upgrades Underperform Neutral X

DOW Dow

BofA Securities

$25

Downgrades Buy Hold X

EBAY eBay

Argus

Reiterated Market Perform X

EL Estee Lauder

Telsey Advisory Group

$66 $99

Downgrades Buy Hold X

FTNT Fortinet

Erste Group

Downgrades Overweight Eq Weight X

FTV Fortive

Barclays

$54

Resumed Equal-Weight X

GOGO Gogo

Morgan Stanley

$15

Downgrades Neutral Underperform X

GPRE Green Plains

BofA Securities

$7

Downgrades Buy Hold X

IBM IBM

Erste Group

Downgrades Eq Weight Underweight X

ITW Illinois Tool Works

Barclays

$243

Upgrades Underweight Neutral X

KOD Kodiak Sciences

JP Morgan

$15

Upgrades Neutral Buy X

KTOS Kratos Defense and Security

BTIG Research

$80

Downgrades Overweight Neutral X

LI Li Auto

JP Morgan

$28

Resumed Buy X

LRCX Lam Research

Erste Group

Upgrades Neutral Outperform X

MAA Mid-America Aptmt

Mizuho

$150

Initiated Equal Weight X

MT ArcelorMittal

Wells Fargo

$33

Resumed Buy X

MU Micron

Erste Group

Downgrades Buy Hold X

NOA North American Construction Group

TD Securities

Initiated Equal Weight X

NUE Nucor

Wells Fargo

$145

Initiated Neutral X

PAYC Paycom Software

Cantor Fitzgerald

$230

Initiated Overweight X

PCTY Paylocity

Cantor Fitzgerald

$215

Upgrades Neutral Outperform X

QURE uniQure

Mizuho

$30

Initiated Buy X

REGN Regeneron Pharma

Rothschild & Co Redburn

$890

Resumed Equal-Weight X

RKT Rocket Companies

Morgan Stanley

$16

Upgrades Underperform Neutral X

RPM RPM Inc

BofA Securities

$128

Initiated Equal Weight X

RS Reliance, Inc.

Wells Fargo

$296

Downgrades Buy Hold X

SAP SAP SE

Erste Group

Initiated Overweight X

SDGR Schrodinger

Barclays

$25

Upgrades Underperform Neutral X

SHW Sherwin-Williams

BofA Securities

$375

Initiated Buy X

SITM SiTime

UBS

$260

Initiated Overweight X

STLD Steel Dynamics

Wells Fargo

$143

Initiated Underweight X

TX Ternium S.A.

Wells Fargo

$30

Initiated Overweight X

WDAY Workday

Cantor Fitzgerald

$265