Upgrades Neutral Buy X

ABNB Airbnb

B. Riley Securities

$170

Resumed Sell X

ADBE Adobe

Goldman

$290

Upgrades Neutral Positive X

AEIS Advanced Energy

Susquehanna

$300

Downgrades Buy Neutral X

AEP American Electric

BofA Securities

$122

Upgrades Underweight Overweight X

AKAM Akamai Tech

Morgan Stanley

$115

Upgrades Sec Perform Sec Outperform X

ALB Albemarle

Scotiabank

$200

Downgrades Buy Hold X

ALL Allstate

TD Cowen

$231

Initiated Overweight X

ALLT Allot Comms

Cantor Fitzgerald

$15

Upgrades Neutral Positive X

AMAT Applied Materials

Susquehanna

$400

Downgrades Buy Neutral X

AMKR Amkor

UBS

$55

Reiterated Overweight X

AMZN Amazon

Wells Fargo

$295 $301

Upgrades Eq Weight Overweight X

APH Amphenol

Barclays

$156

Upgrades Eq-Weight Overweight X

APPN Appian

Morgan Stanley

$45

Downgrades Outperform Mkt Perform X

AROW Arrow Financial

Hovde Group

Upgrades Underperform Neutral X

AWK American Water Works

BofA Securities

$139

Downgrades Buy Neutral X

AXTA Axalta Coating Systems

UBS

$35

Initiated Hold X

CBZ CBIZ

Deutsche Bank

$60

Upgrades Neutral Buy X

CMCSA Comcast

BofA Securities

$37

Upgrades Eq Weight Overweight X

COP ConocoPhillips

Wells Fargo

$132

Downgrades Buy Neutral X

CPNG Coupang

Nomura

$22

Resumed Buy X

CRM Salesforce

Goldman

$330

Upgrades Neutral Buy X

CRNX Crinetics Pharmaceuticals

Goldman

$67

Downgrades Overweight Sec Weight X

CRWD CrowdStrike

KeyBanc Capital Markets

Resumed Sell X

DDOG Datadog

Goldman

$113

Upgrades Eq-Weight Overweight X

DDOG Datadog

Morgan Stanley

$180

Upgrades Eq Weight Overweight X

DSGX Descartes

Barclays

$105

Downgrades Overweight Eq Weight X

DV DoubleVerify

Barclays

$12

Downgrades Eq Weight Underweight X

DXCM Dexcom

Barclays

$71

Initiated Hold X

EPD Enterprise Products

Jefferies

$33

Resumed Neutral X

FIG Figma

Goldman

$40

Upgrades Neutral Buy X

FRO Frontline

Clarksons Platou

Initiated Overweight X

FULC Fulcrum Therapeutics

JP Morgan

$20

Upgrades Mkt Perform Outperform X

FWONK Formula One Group C

Bernstein

$111

Reiterated Equal Weight X

GOOGL Alphabet A

Wells Fargo

$268 $350

Downgrades Eq Weight Underweight X

GTLB GitLab

Barclays

$34

Downgrades Overweight Eq-Weight X

GTLB GitLab

Morgan Stanley

$42

Initiated In-line X

HIMS Hims & Hers Health

Evercore ISI

$33

Downgrades Buy Hold X

HOLX Hologic

Argus

Resumed Neutral X

INTU Intuit

Goldman

$720

Initiated Outperform X

IVA Inventiva

Leerink Partners

$12

Downgrades Outperform Peer Perform X

MBLY Mobileye Global

Wolfe Research

Reiterated Overweight X

META Meta Platforms

Wells Fargo

$802 $795

Reiterated Overweight X

MSFT Microsoft

Barclays

$625 $610

Resumed Buy X

MSFT Microsoft

Goldman

$655

Initiated Buy X

NFLX Netflix

HSBC Securities

$107

Resumed Buy X

NOW ServiceNow

Goldman

$205

Downgrades Overweight Eq-Weight X

NTNX Nutanix

Morgan Stanley

Downgrades Neutral Underweight X

OMF OneMain Holdings

JP Morgan

$65

Upgrades Underweight Neutral X

OPRT Oportun Financial

JP Morgan

$5.50

Resumed Buy X

ORCL Oracle

Goldman

$240

Upgrades Neutral Outperform X

PEB Pebblebrook Hotel Trust

Robert W. Baird

$15

Upgrades Neutral Buy X

PLTR Palantir Technologies

Citigroup

$235

Downgrades Overweight Eq Weight X

PODD Insulet

Barclays

$274

Upgrades Neutral Outperform X

POOL Pool

Robert W. Baird

$320

Downgrades Buy Neutral X

PRM Perimeter Solutions

UBS

$31

Initiated Buy X

PSO Pearson Plc

Citigroup

Initiated Neutral X

RELX RELX

Citigroup

Downgrades Peer Perform Underperform X

RIVN Rivian Automotive

Wolfe Research

Resumed Neutral X

RKT Rocket Companies

JP Morgan

$24

Downgrades Overweight Eq Weight X

RRC Range Resources

Wells Fargo

$43

Downgrades Neutral Sell X

SDRL Seadrill Ltd

Citigroup

$32

Downgrades Outperform Neutral X

SHO Sunstone Hotel

Robert W. Baird

$10

Downgrades Neutral Underweight X

SLM Sallie Mae

JP Morgan

$25

Downgrades Overweight Eq Weight X

SNOW Snowflake

Barclays

$250

Resumed Buy X

SNOW Snowflake

Goldman

$250

Downgrades Buy Neutral X

TFIN Triumph Financial

B. Riley Securities

$70

Upgrades Neutral Buy X

TREX Trex

DA Davidson

$50

Reiterated Underweight X

TSLA Tesla

Wells Fargo

$120 $130

Upgrades Sell Neutral X

TTD The Trade Desk

MoffettNathanson

$39

Downgrades Outperform Peer Perform X

VC Visteon

Wolfe Research

Upgrades Mkt Perform Outperform X

VRTX Vertex Pharma

Bernstein

Resumed Neutral X

WDAY Workday

Goldman

$238

Initiated Neutral X

WPP WPP plc

Citigroup

Downgrades Neutral Underweight X

YMM Full Truck Alliance Co. Ltd.

JP Morgan

Upgrades Neutral Buy X

ZM Zoom Communications

Citigroup

$106