Resumed Peer Perform X

AAP Advance Auto

Wolfe Research

Initiated Buy X

ADTN ADTRAN

B. Riley Securities

$16

Initiated Neutral X

AEO American Eagle

BTIG Research

Initiated Buy X

ANF Abercrombie & Fitch

BTIG Research

$120

Upgrades Underweight Neutral X

AVAH Aveanna

JP Morgan

$10

Resumed Outperform X

AZO AutoZone

Wolfe Research

$4741

Resumed Neutral X

BOX Box

UBS

$36

Resumed Peer Perform X

COST Costco

Wolfe Research

Initiated Buy X

CPNG Coupang

Arete

$40

Initiated Outperform X

CRDO Credo Technology Group

William Blair

Initiated Overweight X

CRSP CRISPR Therapeutics

JP Morgan

$70

Reiterated Outperform X

CRWD CrowdStrike

BMO Capital Markets

$450 $500

Upgrades Sec Perform Outperform X

CSX CSX

RBC Capital Mkts

$39

Resumed Sell X

DBX Dropbox

UBS

$27

Initiated Underperform X

DECK Deckers Outdoor

Bernstein

$100

Resumed Outperform X

DG Dollar General

Wolfe Research

$139

Resumed Peer Perform X

DLTR Dollar Tree

Wolfe Research

Initiated Outperform X

DORM Dorman Products

BMO Capital Markets

$180

Initiated Buy X

ECC Eagle Point Credit

Alliance Global Partners

$7.75

Initiated Buy X

FEIM Frequency Electronics

Craig Hallum

$43

Resumed Outperform X

FIVE Five Below

Wolfe Research

$187

Resumed Underperform X

FND Floor & Decor

Wolfe Research

$76

Upgrades Hold Buy X

FOLD Amicus Therapeutics

Needham

$14

Resumed Outperform X

HD Home Depot

Wolfe Research

$497

Upgrades Sell Neutral X

HLNE Hamilton Lane

Goldman

$162

Initiated Buy X

IDYA IDEAYA Biosciences

Guggenheim

$50

Resumed Neutral X

IMCR Immunocore

Guggenheim

Initiated Buy X

IMTX Immatics N.V.

Guggenheim

$16

Resumed Underweight X

INNV InnovAge

JP Morgan

$5

Reiterated Buy X

KYMR Kymera Therapeutics

H.C. Wainwright

$60 $70

Reiterated Outperform X

MDB MongoDB

BMO Capital Markets

$315 $365

Upgrades Mkt Perform Outperform X

NBHC National Bank

Hovde Group

$46

Upgrades Sec Perform Outperform X

NKE NIKE

RBC Capital Mkts

$90

Resumed Outperform X

ORLY O’Reilly Auto

Wolfe Research

$121

Upgrades Underweight Eq-Weight X

PCG PG&E

Morgan Stanley

$20

Downgrades Overweight Eq Weight X

PGR Progressive

Wells Fargo

$265

Initiated Buy X

RMD ResMed

Citigroup

$330

Resumed Neutral X

SGRY Surgery Partners

JP Morgan

$27

Upgrades Neutral Buy X

STEP StepStone Group

Goldman

$83

Initiated Neutral X

SYK Stryker

Rothschild & Co Redburn

$420

Initiated Underperform X

TGT Target

Wolfe Research

$80

Resumed Outperform X

TSCO Tractor Supply

Wolfe Research

$70

Initiated Equal Weight X

TSEM Tower Semi

Barclays

$74

Downgrades Buy Neutral X

TW Tradeweb Markets

Rothschild & Co Redburn

$129

Resumed Overweight X

USPH U.S. Physical Therapy

JP Morgan

$110

Upgrades Sec Perform Sec Outperform X

VALE Vale S.A.

Scotiabank

$14

Resumed Outperform X

WMT Walmart

Wolfe Research

$129

Initiated Buy X

ZBH Zimmer Biomet

Rothschild & Co Redburn

$130