Initiated Equal Weight X

ABG Asbury Automotive

Barclays

Downgrades Eq Weight Underweight X

AESI Atlas Energy Solutions

Barclays

Initiated Equal Weight X

AGCO AGCO Corp

Wells Fargo

Initiated Equal Weight X

ALSN Allison Transmission

Wells Fargo

Downgrades Buy Hold X

AMAT Applied Materials

Craig Hallum

Upgrades Mkt Perform Mkt Outperform X

APYX Apyx Medical

Citizens JMP

Downgrades Overweight Neutral X

ASR Grupo Aeroportuario Del Sureste

JP Morgan

Initiated Overweight X

CAT Caterpillar

Wells Fargo

Initiated Underweight X

CHA Chagee

JP Morgan

Upgrades Underweight Eq Weight X

CLF Cleveland-Cliffs

Wells Fargo

Initiated Equal Weight X

CLH Clean Harbors

Wells Fargo

Initiated Overweight X

CMI Cummins

Wells Fargo

Initiated Overweight X

DE Deere

Wells Fargo

Resumed Overweight X

DMAC DiaMedica Therapeutics

Cantor Fitzgerald

Initiated Buy X

DOOO BRP Inc.

Loop Capital

Initiated Overweight X

ENTA Enanta Pharmaceuticals

JP Morgan

Resumed Equal-Weight X

FAF First American Financial

Stephens

Downgrades Buy Neutral X

FLS Flowserve

BofA Securities

Resumed Overweight X

FNF Fidelity National

Stephens

Downgrades Buy Neutral X

GAMB Gambling.com Group Ltd.

BTIG Research

Downgrades Buy Hold X

HD Home Depot

Stifel

Initiated Overweight X

HRI Herc Holdings

Wells Fargo

Downgrades Overweight Underweight X

IHS IHS Holding Limited

JP Morgan

Initiated Equal Weight X

J Jacobs Solutions

Wells Fargo

Resumed Buy X

KEYS Keysight

Citigroup

Downgrades Strong Buy Outperform X

MNPR Monopar Therapeutics

Raymond James

Upgrades Neutral Overweight X

MP MP Materials

JP Morgan

Initiated Outperform X

MSFT Microsoft

Robert W. Baird

Upgrades Underweight Eq Weight X

NPWR NET Power

Barclays

Upgrades Eq Weight Overweight X

NUE Nucor

Wells Fargo

Upgrades Perform Outperform X

ONDS Ondas Holdings

Oppenheimer

Initiated Overweight X

OSK Oshkosh

Wells Fargo

Initiated Equal Weight X

PCAR PACCAR

Wells Fargo

Downgrades Buy Hold X

PGR Progressive

Jefferies

Initiated Hold X

PII Polaris Industries

Loop Capital

Initiated Equal Weight X

PRIM Primoris Services

Wells Fargo

Upgrades Mkt Perform Outperform X

QMCO Quantum

Northland Capital

Upgrades Underweight Neutral X

RSKD Riskified

JP Morgan

Upgrades Underperform Peer Perform X

RXO RXO, Inc.

Wolfe Research

Upgrades Hold Buy X

SHAK Shake Shack

Loop Capital

Downgrades Mkt Perform Underperform X

SRDX Surmodics

Barrington Research

Upgrades Neutral Buy X

SRE Sempra Energy

Goldman

Downgrades Overweight Eq-Weight X

TCRX TScan Therapeutics

Morgan Stanley

Upgrades Underperform Neutral X

TRIP TripAdvisor

Mizuho

Initiated Overweight X

TRMB Trimble

Wells Fargo

Initiated Overweight X

URI United Rentals

Wells Fargo

Downgrades Buy Underperform X

VNT Vontier

BofA Securities

Downgrades Buy Hold X

VRSK Verisk Analytics

Argus

Initiated Overweight X

WCN Waste Connections

Wells Fargo

Initiated Overweight X

WM Waste Mgmt

Wells Fargo