Downgrades Neutral Underweight X

AA Alcoa

JP Morgan

$50

Downgrades Outperform Peer Perform X

ABBV AbbVie

Wolfe Research

Upgrades Underweight Neutral X

ABNB Airbnb

Cantor Fitzgerald

$141

Downgrades Overweight Eq-Weight X

ABSI Absci Corporation

Morgan Stanley

$4.32

Initiated Hold X

ACI Albertsons

Deutsche Bank

Initiated Buy X

ALLY Ally Financial

UBS

$56

Downgrades Outperform Neutral X

AMH American Homes 4 Rent

Mizuho

$32

Reiterated Overweight X

AMZN Amazon

Cantor Fitzgerald

$315 $260

Upgrades Underperform Neutral X

APD Air Products

BofA Securities

$275

Downgrades Overweight Eq-Weight X

AXSM Axsome Therapeutics

Morgan Stanley

$204

Reiterated Buy X

BABA Alibaba

Jefferies

$231 $225

Reiterated Overweight X

BABA Alibaba

Morgan Stanley

$200 $180

Downgrades Overweight Eq-Weight X

BALL Ball Corp

Morgan Stanley

$63

Initiated Hold X

BBWI Bath & Body Works

Deutsche Bank

$21

Initiated Buy X

BFH Bread Financial

UBS

$92

Downgrades Overweight Eq Weight X

BHF Brighthouse Financial

Barclays

$65

Initiated Hold X

BJ BJ’s Wholesale

Deutsche Bank

Initiated Hold X

BURL Burlington Stores

Deutsche Bank

$318

Downgrades Overweight Neutral X

BWA BorgWarner

Piper Sandler

$51

Upgrades Sell Hold X

CACC Credit Acceptance Corp.

TD Cowen

$460

Initiated Buy X

CASY Casey’s General

Deutsche Bank

Upgrades Neutral Buy X

CB Chubb

Goldman

$351

Initiated Buy X

CLSK CleanSpark

Maxim Group

$22

Downgrades Buy Neutral X

CLVT Clarivate

Goldman

$3.60

Upgrades Neutral Buy X

COIN Coinbase Global

BofA Securities

$340

Initiated Buy X

COST Costco

Deutsche Bank

Resumed Neutral X

CPRI Capri Holdings

Goldman

$27

Upgrades Neutral Positive X

CZR Caesars Entertainment

Susquehanna

$31

Upgrades Hold Buy X

DG Dollar General

Deutsche Bank

$170

Upgrades Neutral Overweight X

DINO HF Sinclair

Piper Sandler

$68

Downgrades Buy Neutral X

DLR Digital Realty Trust

BofA Securities

$170

Upgrades Hold Buy X

DOCS Doximity

Truist

Downgrades Buy Hold X

DRI Darden Restaurants

Truist

$207

Downgrades Peer Perform Underperform X

EEFT Euronet

Wolfe Research

$80

Upgrades Neutral Buy X

EHAB Enhabit Inc.

UBS

$12

Upgrades Peer Perform Outperform X

ELV Elevance Health

Wolfe Research

$425

Resumed Hold X

EQNR Equinor

Jefferies

Downgrades Overweight Eq-Weight X

EXEL Exelixis

Morgan Stanley

$48

Downgrades Sec Outperform Sec Perform X

EXR Extra Space Storage

Scotiabank

$145

Upgrades Neutral Overweight X

F Ford Motor

Piper Sandler

$16

Initiated Hold X

FIG Figma

Stifel

$40

Upgrades Eq Weight Overweight X

FIG Figma

Wells Fargo

$52

Upgrades Hold Buy X

FIVE Five Below

Deutsche Bank

$242

Upgrades Hold Buy X

FTRE Fortrea

Truist

$22

Upgrades Neutral Overweight X

GM General Motors

Piper Sandler

$98

Upgrades Neutral Buy X

GNRC Generac

Citigroup

$207

Initiated Hold X

GO Grocery Outlet

Deutsche Bank

Upgrades Neutral Overweight X

GOOGL Alphabet A

Cantor Fitzgerald

$370

Initiated Buy X

HBM Hudbay Minerals

UBS

Downgrades Buy Hold X

ICLR ICON plc

Truist

$222

Initiated Buy X

INTU Intuit

TD Cowen

$802

Downgrades Overweight Eq Weight X

INTU Intuit

Wells Fargo

$700

Downgrades Outperform Neutral X

INVH Invitation Homes

Mizuho

$27

Downgrades Buy Neutral X

JBHT J.B. Hunt Transport

Citigroup

$221

Upgrades Neutral Positive X

JBHT J.B. Hunt Transport

Susquehanna

$240

Upgrades Peer Perform Outperform X

JKHY Jack Henry

Wolfe Research

$220

Upgrades Hold Buy X

KR Kroger

Deutsche Bank

$75

Downgrades Buy Hold X

LDOS Leidos

Stifel

$220

Reiterated Buy X

LITE Lumentum

Needham

$290 $470

Downgrades Outperform Neutral X

LOGI Logitech Int’l SA

BNP Paribas Exane

$106

Initiated Hold X

LULU lululemon athletica

Deutsche Bank

Reiterated Overweight X

META Meta Platforms

Cantor Fitzgerald

$720 $750

Reiterated Buy X

META Meta Platforms

Guggenheim

$875 $800

Reiterated Hold X

MNST Monster Beverage

TD Cowen

$74 $80

Downgrades Outperform Neutral X

MQ Marqeta

Mizuho

$4.50

Downgrades Outperform Peer Perform X

MQ Marqeta

Wolfe Research

Upgrades Peer Perform Outperform X

MRK Merck

Wolfe Research

$135

Reiterated Overweight X

MSFT Microsoft

Wells Fargo

$700 $665

Downgrades Overweight Eq-Weight X

NBIX Neurocrine Biosciences

Morgan Stanley

$175

Initiated Hold X

NKE NIKE

Deutsche Bank

Downgrades Buy Hold X

NKE NIKE

Needham

Upgrades Eq-Weight Overweight X

NRIX Nurix Therapeutics

Morgan Stanley

$36

Upgrades Sec Weight Overweight X

OMCL Omnicell

KeyBanc Capital Markets

$60

Upgrades Underweight Overweight X

PBF PBF Energy

Piper Sandler

$40

Downgrades Outperform Mkt Perform X

PCH PotlatchDeltic

BMO Capital Markets

$45

Upgrades Hold Buy X

PGNY Progyny

Truist

$34

Upgrades Eq Weight Overweight X

PGR Progressive

Barclays

$265

Initiated Buy X

PII Polaris Industries

Seaport Research Partners

$83

Downgrades Outperform Neutral X

PLD Prologis

Robert W. Baird

$130

Downgrades Outperform Peer Perform X

R Ryder System

Wolfe Research

Downgrades Overweight Eq-Weight X

RCUS Arcus Biosciences

Morgan Stanley

$20

Resumed Buy X

RITM Rithm Capital

UBS

$16

Initiated Buy X

RL Ralph Lauren

Deutsche Bank

Upgrades In-line Outperform X

ROKU Roku

Evercore ISI

$145

Initiated Buy X

ROST Ross Stores

Deutsche Bank

Downgrades Outperform Peer Perform X

SAIA Saia

Wolfe Research

Downgrades Buy Hold X

SFM Sprouts Farmers Market

Deutsche Bank

$88

Downgrades Neutral Underperform X

SGML Sigma Lithium

BofA Securities

$13

Upgrades Hold Buy X

SHOO Steven Madden

Needham

$50

Upgrades Sec Perform Sec Outperform X

SHOP Shopify

Scotiabank

Upgrades Hold Buy X

SNOW Snowflake

Argus

Upgrades Neutral Overweight X

STLA Stellantis

Piper Sandler

$15

Downgrades Outperform Mkt Perform X

SUNS Sunrise Realty Trust

Keefe Bruyette

Reiterated Buy X

TENB Tenable

Needham

$38 $28

Initiated Hold X

TGT Target

Deutsche Bank

Initiated Buy X

TJX TJX

Deutsche Bank

Downgrades Outperform Peer Perform X

TOST Toast

Wolfe Research

Upgrades Neutral Outperform X

TRNO Terreno Realty

Robert W. Baird

$64

Downgrades Buy Neutral X

TRV Travelers

Goldman

$304

Downgrades Accumulate Hold X

TSCO Tractor Supply

Gordon Haskett

$50

Upgrades Mkt Perform Outperform X

TSN Tyson Foods

BMO Capital Markets

$67

Upgrades Hold Buy X

TTE TotalEnergies SE

Jefferies

Initiated Buy X

TYL Tyler Tech

Stifel

$550

Downgrades Outperform Neutral X

UL Unilever PLC

BNP Paribas Exane

$71

Initiated Buy X

ULTA Ulta Beauty

Deutsche Bank

Initiated Hold X

UNFI United Natural Foods

Deutsche Bank

Downgrades Outperform Peer Perform X

UPS UPS

Wolfe Research

Downgrades Sec Outperform Sec Perform X

VALE Vale S.A.

Scotiabank

$15

Upgrades Hold Buy X

VEEV Veeva Systems

Truist

Upgrades Eq Weight Overweight X

VOYA Voya Financial

Barclays

$93

Upgrades Peer Perform Outperform X

WAB Wabtec

Wolfe Research

$245

Downgrades Buy Hold X

WMT Walmart

Deutsche Bank

$119

Downgrades Buy Neutral X

XPO XPO, Inc.

Citigroup

$171

Downgrades Outperform Peer Perform X

XPO XPO, Inc.

Wolfe Research

Upgrades Hold Buy X

YUM Yum! Brands

Gordon Haskett