Upgrades Neutral Buy X

ADNT Adient

UBS

$30

Downgrades Overweight Neutral X

AJG Arthur J. Gallagher

Cantor Fitzgerald

$282

Initiated Outperform X

APP AppLovin

Evercore ISI

$835

Resumed Hold X

BBWI Bath & Body Works

Jefferies

$24

Reiterated Buy X

BELFB Bel Fuse

Needham

$168 $212

Downgrades Buy Hold X

BLK BlackRock

TD Cowen

$1209

Initiated Underperform X

CART Instacart

BNP Paribas Exane

$41

Downgrades Buy Neutral X

CCEP Coca-Cola European Partners

BofA Securities

$96

Upgrades Eq-Weight Overweight X

CHKP Check Point Software

Stephens

$240

Downgrades Buy Neutral X

CHRD Chord Energy

Citigroup

$97

Upgrades Hold Buy X

CME CME Group

TD Cowen

$305

Resumed Hold X

COTY Coty

Jefferies

$3.50

Resumed Hold X

CPRI Capri Holdings

Jefferies

$24

Initiated Neutral X

CSGP CoStar Group

BNP Paribas Exane

$64

Upgrades Eq Weight Overweight X

CTAS Cintas

Wells Fargo

$245

Initiated Outperform X

DASH DoorDash

BNP Paribas Exane

$280

Resumed Hold X

DECK Deckers Outdoor

Jefferies

$102

Downgrades Sec Outperform Sec Perform X

DEI Douglas Emmett

Scotiabank

$12.50

Resumed Hold X

EL Estee Lauder

Jefferies

$110

Resumed Buy X

ELF e.l.f. Beauty

Jefferies

$110

Downgrades Peer Perform Underperform X

EPD Enterprise Products

Wolfe Research

$31

Upgrades Hold Buy X

ERO Ero Copper

Canaccord Genuity

Upgrades Mkt Perform Outperform X

FLEX Flex

Raymond James

$75

Upgrades Neutral Buy X

FLYW Flywire

Seaport Research Partners

$18

Upgrades Eq Weight Overweight X

FN Fabrinet

Barclays

$537

Initiated Hold X

GPN Global Payments

Deutsche Bank

$80

Upgrades Neutral Buy X

GPN Global Payments

Seaport Research Partners

$109

Resumed Buy X

H Hyatt Hotels

Goldman

$198

Resumed Equal-Weight X

HSBC HSBC Holdings

Morgan Stanley

Initiated Overweight X

IDA IdaCorp

Barclays

$144

Resumed Buy X

IPAR Interparfums

Jefferies

$112

Downgrades Buy Hold X

KKR KKR

TD Cowen

$131

Initiated Outperform X

KLAC KLA Corporation

Bernstein

$1700

Resumed Hold X

KSS Kohl’s

Jefferies

$22

Upgrades Peer Perform Outperform X

LNG Cheniere Energy

Wolfe Research

$220

Resumed Buy X

M Macy’s

Jefferies

$27

Downgrades Outperform Mkt Perform X

MEOH Methanex

Raymond James

Upgrades Neutral Buy X

MGY Magnolia Oil & Gas

Citigroup

$25

Downgrades Buy Neutral X

MLM Martin Marietta

DA Davidson

$690

Reiterated Buy X

MNST Monster Beverage

Citigroup

$87 $90

Reiterated Neutral X

MNST Monster Beverage

UBS

$75 $84

Upgrades Sec Weight Overweight X

MTRN Materion

KeyBanc Capital Markets

$161

Upgrades Eq-Weight Overweight X

NTR Nutrien

Morgan Stanley

$77

Upgrades Eq-Weight Overweight X

OKTA Okta

Stephens

$120

Resumed Hold X

OLPX Olaplex

Jefferies

$1.50

Reiterated Not Bad X

PAPSX Paper Street Soap Company

Jack Powers Capital

$6,490

Upgrades Sec Perform Sec Outperform X

PLD Prologis

Scotiabank

$146

Resumed Buy X

PVH PVH

Jefferies

$85

Downgrades Neutral Sell X

RIVN Rivian Automotive

UBS

$15

Resumed Buy X

RL Ralph Lauren

Jefferies

$425

Downgrades Buy Hold X

SBH Sally Beauty

Jefferies

$16

Downgrades Buy Hold X

SF Stifel Financial

TD Cowen

$138

Initiated Underperform X

SNAP Snap

BNP Paribas Exane

$8

Downgrades Buy Hold X

TPR Tapestry

Jefferies

$138

Initiated Neutral X

TTD The Trade Desk

BNP Paribas Exane

$40

Initiated Outperform X

UBER Uber

BNP Paribas Exane

$108

Resumed Hold X

ULTA Ulta Beauty

Jefferies

$700

Resumed Hold X

VFC V.F. Corp

Jefferies

$18

Downgrades Overweight Neutral X

VLRS Volaris Aviation

JP Morgan

$11

Downgrades Buy Neutral X

VMC Vulcan Materials

DA Davidson

$330

Downgrades Buy Hold X

VVX V2X

Truist

$65

Resumed Buy X

WALD Waldencast plc

Jefferies

$2

Downgrades Buy Neutral X

WBD Warner Bros. Discovery

Guggenheim

$30

Initiated Outperform X

ZG Zillow

BNP Paribas Exane

$85