Upgrades Neutral Buy X

APH Amphenol

BofA Securities

$150

Initiated Overweight X

APLS Apellis Pharmaceuticals

Wells Fargo

$32

Downgrades Neutral Sell X

ARVN Arvinas

Goldman

$6

Upgrades Sec Perform Outperform X

BCE BCE Inc

RBC Capital Mkts

Upgrades Hold Buy X

BCE BCE Inc

TD Securities

Resumed Buy X

BCRX BioCryst Pharma

TD Cowen

$30

Initiated Buy X

BJ BJ’s Wholesale

BTIG Research

$120

Initiated Neutral X

BURL Burlington Stores

BTIG Research

Initiated Neutral X

CART Instacart

Guggenheim

$40

Resumed Overweight X

CASY Casey’s General

Wells Fargo

$610

Initiated Buy X

COLM Columbia Sportswear

BTIG Research

$75

Initiated Buy X

COST Costco

BTIG Research

$1115

Initiated Buy X

CPRI Capri Holdings

BTIG Research

$30

Upgrades Neutral Buy X

CX CEMEX S.A.

BofA Securities

Initiated Buy X

DASH DoorDash

Guggenheim

$330

Upgrades Neutral Buy X

DEA Easterly Government Properties

Compass Point

$26.45

Resumed Neutral X

EFSC Enterprises Finl

Piper Sandler

$64

Initiated Outperform X

EQT EQT Corp.

William Blair

Initiated Underweight X

ESYJY easyJet

Morgan Stanley

Downgrades Overweight Sec Weight X

FE FirstEnergy

KeyBanc Capital Markets

Initiated Buy X

FIGS FIGS, Inc.

BTIG Research

$9

Downgrades Neutral Underperform X

FMS Fresenius Medical

BofA Securities

Downgrades Overweight Neutral X

FTV Fortive

JP Morgan

$53

Initiated Buy X

GIII G-III Apparel

BTIG Research

$32

Initiated Neutral X

KSS Kohl’s

BTIG Research

Initiated Buy X

KTB Kontoor Brands

BTIG Research

$95

Initiated Buy X

LEVI Levi Strauss

BTIG Research

$27

Upgrades Neutral Buy X

LOGI Logitech Int’l SA

Citigroup

$130

Initiated Buy X

LYFT Lyft

Guggenheim

$22

Initiated Neutral X

M Macy’s

BTIG Research

Downgrades Buy Neutral X

MAX MediaAlpha

Goldman

$12

Initiated Buy X

MDGL Madrigal Pharmaceuticals

Truist

$580

Upgrades Sec Weight Overweight X

MGY Magnolia Oil & Gas

KeyBanc Capital Markets

$29

Initiated Buy X

MSTR Strategy Inc

China Renaissance

$473

Downgrades Buy Neutral X

MTZ MasTec

Guggenheim

$215

Resumed Equal Weight X

MUSA Murphy USA

Wells Fargo

$405

Initiated Buy X

MUX McEwen Mining

Canaccord Genuity

$25

Initiated Buy X

NKE NIKE

BTIG Research

$100

Initiated Overweight X

NUVL Nuvalent

Cantor Fitzgerald

$135

Upgrades Hold Buy X

NVDA NVIDIA

HSBC Securities

$320

Upgrades Sec Perform Outperform X

OVV Ovintiv

RBC Capital Mkts

$55

Downgrades Buy Neutral X

PCH PotlatchDeltic

Citigroup

$45

Initiated Buy X

PHVS Pharvaris N.V.

H.C. Wainwright

$60

Downgrades Outperform Mkt Perform X

POOL Pool

William Blair

Downgrades Buy Neutral X

PRIM Primoris Services

Guggenheim

Initiated Buy X

PVH PVH

BTIG Research

$100

Initiated Buy X

RL Ralph Lauren

BTIG Research

$400

Downgrades Neutral Underweight X

ROP Roper

JP Morgan

$541

Initiated Neutral X

ROST Ross Stores

BTIG Research

Upgrades Underperform Mkt Perform X

RUN Sunrun

BMO Capital Markets

$19

Initiated Overweight X

RYAAY Ryanair Hldgs

Morgan Stanley

Downgrades Outperform Mkt Perform X

SITE SiteOne Landscape Supply

William Blair

Initiated Buy X

SVV Savers Value Village

BTIG Research

$18

Initiated Buy X

TERN Terns Pharmaceuticals

Truist

$20

Initiated Neutral X

TGT Target

BTIG Research

Initiated Buy X

TJX TJX

BTIG Research

$165

Initiated Buy X

TPR Tapestry

BTIG Research

$140

Upgrades Neutral Buy X

TRI Thomson Reuters

Goldman

$186

Initiated Neutral X

UAA Under Armour

BTIG Research

Resumed Neutral X

U Unity Software

Goldman

$38

Initiated Buy X

UBER Uber

Guggenheim

$140

Upgrades Neutral Outperform X

VOR Vor Biopharma

Robert W. Baird

$64

Initiated Buy X

VTRS Viatris

Truist

$15

Initiated Buy X

WMT Walmart

BTIG Research

$120

Downgrades Outperform Mkt Perform X

WSO Watsco

William Blair