Reiterated Outperform X

AAPL Apple

Wedbush

$270 $310

Upgrades Eq-Weight Overweight X

AMAT Applied Materials

Morgan Stanley

$209

Upgrades Hold Buy X

ASML ASML

Erste Group

Upgrades Eq-Weight Overweight X

ASML ASML

Morgan Stanley

Upgrades Sec Perform Outperform X

B Barrick Mining

National Bank Financial

Upgrades Peer Perform Outperform X

CCI Crown Castle

Wolfe Research

$114

Initiated Sector Outperform X

CEG Constellation Energy

Scotiabank

$401

Initiated Buy X

CELC Celcuity

Guggenheim

$110

Initiated Buy X

CLW Clearwater Paper

TD Cowen

$30

Downgrades Overweight Neutral X

CROX Crocs

Piper Sandler

$75

Initiated Overweight X

CTMX CytomX Therapeutics

Cantor Fitzgerald

$6

Upgrades Eq Weight Overweight X

EAT Brinker

Wells Fargo

$175

Downgrades Strong Buy Outperform X

EVER EverQuote

Raymond James

$30

Upgrades Neutral Buy X

FDS FactSet

UBS

$425

Initiated Buy X

GATX GATX

Citigroup

$201

Resumed Overweight X

GH Guardant Health

Wells Fargo

$72

Reiterated Outperform X

GOOG Alphabet

Robert W. Baird

$215 $275

Reiterated Buy X

GOOGL Alphabet A

Truist

$225 $285

Downgrades Eq-Weight Underweight X

HCM HUTCHMED

Morgan Stanley

$13.75

Initiated Market Perform X

HGTY Hagerty

BMO Capital Markets

$13

Upgrades Eq Weight Overweight X

HP Helmerich & Payne

Barclays

$25

Initiated In-line X

HUM Humana

Evercore ISI

$295

Resumed Buy X

INFU InfuSystem

Lake Street

$15

Downgrades Buy Neutral X

INSP Inspire Medical Systems

UBS

$89

Upgrades Sell Hold X

INTC Intel

Erste Group

Initiated Buy X

IRM Iron Mountain

Jefferies

$120

Initiated Buy X

JBSS John B. Sanfilippo & Son

BWS Financial

$109

Downgrades Neutral Underperform X

KDP Keurig Dr Pepper

BNP Paribas Exane

$24

Initiated Neutral X

KEX Kirby

Citigroup

$91

Downgrades Overweight Eq-Weight X

KLAC KLA Corporation

Morgan Stanley

$1093

Initiated Buy X

KOD Kodiak Sciences

Jefferies

$15

Downgrades Buy Neutral X

KOS Kosmos Energy

Goldman

$2

Downgrades Mkt Perform Underperform X

LEN Lennar

Raymond James

Upgrades Underweight Eq-Weight X

LRCX Lam Research

Morgan Stanley

$125

Initiated Sector Outperform X

NRG NRG Energy

Scotiabank

$212

Resumed Equal Weight X

NTRA Natera

Wells Fargo

$175

Upgrades Outperform Strong Buy X

ORI Old Republic

Raymond James

$47

Upgrades Hold Buy X

PAYC Paycom Software

TD Cowen

$258

Downgrades Outperform In-line X

PGRE Paramount Group

Evercore ISI

$6.60

Initiated Buy X

R Ryder System

Citigroup

$217

Upgrades In-line Outperform X

RGEN Repligen

Evercore ISI

$155

Upgrades Hold Buy X

RY Royal Bank of Canada

Erste Group

Upgrades Neutral Overweight X

SHOO Steven Madden

Piper Sandler

$40

Upgrades Mkt Perform Outperform X

SRPT Sarepta Therapeutics

BMO Capital Markets

$50

Downgrades Overweight Eq-Weight X

SSL Sasol

Morgan Stanley

Reiterated Positive X

TER Teradyne

Susquehanna

$133 $200

Reiterated Overweight X

TSLA Tesla

Piper Sandler

$400 $500

Initiated Hold X

UIS Unisys

Jefferies

$4

Downgrades Buy Hold X

V Visa

Erste Group

Initiated Sector Outperform X

VST Vistra Corp.

Scotiabank

$256

Initiated Buy X

WAB Wabtec

Citigroup

$225

Upgrades Mkt Perform Outperform X

XEL Xcel Energy

BMO Capital Markets

$80