Upgrades Neutral Buy X

AFRM Affirm

Rothschild & Co Redburn

$101

Downgrades Overweight Neutral X

ANF Abercrombie & Fitch

JP Morgan

$103

Initiated Hold X

ARE Alexandria RE

Jefferies

$80

Downgrades Buy Neutral X

ASML ASML

New Street

Upgrades Neutral Buy X

AXTA Axalta Coating Systems

Citigroup

$34

Downgrades Overweight Neutral X

BBWI Bath & Body Works

JP Morgan

$26

Initiated Market Perform X

BETR Better Home & Finance

Northland Capital

Upgrades Mkt Perform Outperform X

BXSL Blackstone Secured Lending Fund

Keefe Bruyette

$30

Initiated Outperform X

CBSH Commerce Bancshares

Hovde Group

$70

Downgrades Sec Outperform Sec Perform X

CHKP Check Point Software

Scotiabank

$205

Resumed Buy X

CHTR Charter Comm

Citigroup

$325

Upgrades Mkt Perform Outperform X

CRL Charles River

William Blair

Reiterated Buy X

DKNG DraftKings

Jefferies

$54 $51

Upgrades Neutral Buy X

EAT Brinker

BofA Securities

$192

Downgrades Overweight Eq Weight X

EMR Emerson

Wells Fargo

$140

Downgrades Sec Outperform Sec Perform X

ESTC Elastic

Scotiabank

$90

Upgrades Underperform Hold X

F Ford Motor

Jefferies

$12

Upgrades Mkt Perform Outperform X

FDUS Fidus Investment

Keefe Bruyette

$21.50

Initiated Outperform X

FFBC First Financial Bancorp

Hovde Group

Upgrades Underweight Eq Weight X

FSK FS KKR Capital

Wells Fargo

$15

Upgrades Hold Buy X

GPRE Green Plains

Tudor, Pickering, Holt & Co.

$14

Downgrades Buy Neutral X

IP Int’l Paper

Seaport Research Partners

Initiated Overweight X

IVVD Invivyd

Cantor Fitzgerald

$10

Downgrades Sec Perform Sec Underperform X

LAC Lithium Americas

Scotiabank

$5

Upgrades Underweight Eq Weight X

LII Lennox Int’l

Wells Fargo

$575

Upgrades Hold Buy X

MBLY Mobileye Global

Deutsche Bank

$19

Reiterated Overweight X

MSFT Microsoft

Wells Fargo

$650 $675

Resumed Overweight X

MTB M&T Bank

Piper Sandler

$225

Upgrades Eq-Weight Overweight X

MU Micron

Morgan Stanley

$220

Upgrades Mkt Perform Mkt Outperform X

NTLA Intellia Therapeutics

Citizens JMP

$33

Initiated Buy X

ONDS Ondas Holdings

H.C. Wainwright

$12

Downgrades Buy Hold X

OR OR Royalties

Jefferies

$40

Upgrades Mkt Perform Outperform X

PFLT PennantPark Floating Rate Capital

Keefe Bruyette

$10.50

Downgrades Buy Neutral X

PTLO Portillo’s

BofA Securities

$7

Downgrades Buy Neutral X

PZZA Papa John’s

BofA Securities

$50

Downgrades Positive Neutral X

RMBS Rambus

Susquehanna

$100

Downgrades Buy Neutral X

SAM Boston Beer Co

Citigroup

$235

Downgrades Buy Neutral X

SG Sweetgreen

BofA Securities

$9.50

Downgrades Neutral Underperform X

SHAK Shake Shack

BofA Securities

$86

Initiated Buy X

SKWD Skyward Specialty Insurance Group

Janney

Downgrades Buy Hold X

SQM Sociedad Quimica y Minera

Jefferies

$50

Downgrades Sec Outperform Sec Perform X

T AT&T

Scotiabank

$30.25

Resumed Buy X

TGTX TG Therapeutics

H.C. Wainwright

$60

Upgrades Neutral Overweight X

TPG TPG Inc.

JP Morgan

$78

Reiterated Equal Weight X

TTD The Trade Desk

Wells Fargo

$68 $53

Resumed Buy X

UEC Uranium Energy

Stifel

$10.50

Initiated Outperform X

UMBF UMB Financial Corporation

Hovde Group

Initiated Perform X

ZG Zillow

Oppenheimer