Downgrades Eq-Weight Underweight X

ACI Albertsons

Morgan Stanley

$14

Upgrades Eq Weight Overweight X

ADI Analog Devices

Wells Fargo

$340

Initiated Overweight X

AFG American Fincl

Wells Fargo

$165

Upgrades Eq Weight Overweight X

AMAT Applied Materials

Barclays

$360

Upgrades Eq-Weight Overweight X

AMPL Amplitude

Morgan Stanley

$16

Reiterated Outperform X

AMZN Amazon

Raymond James

$275 $260

Upgrades Neutral Buy X

ASAN Asana

Citigroup

$16

Initiated Hold X

ASIX AdvanSix

Truist

$19

Initiated Outperform X

ASML ASML

RBC Capital Mkts

Initiated Overweight X

ATI ATI Inc.

Alembic Global Advisors

$141

Initiated Sector Perform X

AVGO Broadcom

RBC Capital Mkts

$370

Upgrades Eq Weight Overweight X

AVGO Broadcom

Wells Fargo

$430

Reiterated Outperform X

BA Boeing

Bernstein

$277 $298

Initiated Outperform X

BKU BankUnited

Raymond James

$51

Resumed Overweight X

BPOP Popular

Piper Sandler

$152

Initiated Neutral X

BWXT BWX Technologies

BNP Paribas Exane

$215

Upgrades Neutral Overweight X

CALX Calix Networks

JP Morgan

$90

Upgrades Neutral Buy X

CINT CI&T Inc

UBS

$7

Upgrades Eq Weight Overweight X

DELL Dell

Barclays

$148

Upgrades Eq Weight Overweight X

DKNG DraftKings

Wells Fargo

$49

Upgrades Hold Buy X

DLR Digital Realty Trust

HSBC Securities

$193

Upgrades Eq-Weight Overweight X

DSGX Descartes

Morgan Stanley

Upgrades Neutral Buy X

ENTG Entegris

UBS

$145

Downgrades Hold Sell X

ESYJY easyJet

Deutsche Bank

Resumed Neutral X

FBP First Bancorp

Piper Sandler

Upgrades Neutral Overweight X

FFIV F5 Networks

JP Morgan

$345

Downgrades Neutral Sell X

GEHC GE HealthCare

UBS

$77

Upgrades Sell Neutral X

INTC Intel

Citigroup

$50

Initiated Sector Perform X

INTC Intel

RBC Capital Mkts

$50

Upgrades Neutral Outperform X

IOT Samsara

BNP Paribas Exane

$40

Upgrades Eq-Weight Overweight X

KLAC KLA Corporation

Morgan Stanley

$1697

Initiated Sector Perform X

KLAC KLA Corporation

RBC Capital Mkts

$1550

Upgrades Eq Weight Overweight X

KLAC KLA Corporation

Wells Fargo

$1600

Initiated Overweight X

KNSL Kinsale Capital

Wells Fargo

$490

Downgrades Eq-Weight Underweight X

LESL Leslie’s

Morgan Stanley

$1.50

Initiated Outperform X

LRCX Lam Research

RBC Capital Mkts

$260

Upgrades Eq Weight Overweight X

LRCX Lam Research

Wells Fargo

$250

Initiated Outperform X

LSCC Lattice Semi

RBC Capital Mkts

$105

Upgrades Neutral Buy X

MANH Manhattan Assoc

Citigroup

$208

Downgrades Neutral Sell X

MLTX MoonLake Immunotherapeutics

Goldman

$10

Upgrades Eq Weight Overweight X

MPWR Monolithic Power

Wells Fargo

Initiated Outperform X

MRVL Marvell

RBC Capital Mkts

$105

Initiated Outperform X

MU Micron

RBC Capital Mkts

$425

Upgrades Eq-Weight Overweight X

NOK Nokia

Morgan Stanley

Downgrades Overweight Eq Weight X

NTNX Nutanix

Barclays

$53

Initiated Outperform X

NVDA NVIDIA

RBC Capital Mkts

$240

Resumed Neutral X

OFG OFG Bancorp

Piper Sandler

Downgrades Buy Neutral X

PAC Grupo Aeroportuario del Pacifico

Citigroup

Initiated Outperform X

PECO Phillips Edison & Company

Evercore ISI

$41

Initiated Sector Perform X

QCOM Qualcomm

RBC Capital Mkts

$180

Initiated Buy X

RGTI Rigetti Computing

Rosenblatt

$40

Downgrades Overweight Sec Weight X

RKLB Rocket Lab USA

KeyBanc Capital Markets

Initiated Equal Weight X

RLI RLI Corp

Wells Fargo

$62

Upgrades Underweight Eq Weight X

SITM SiTime

Barclays

Initiated Sector Perform X

SLAB Silicon Labs

RBC Capital Mkts

$160

Downgrades Outperform Sec Perform X

SLGN Silgan Holdings

RBC Capital Mkts

$43

Initiated Sector Perform X

SWKS Skyworks

RBC Capital Mkts

$65

Upgrades Neutral Buy X

SWX Southwest Gas

Citigroup

$99

Downgrades Outperform Mkt Perform X

TECK Teck Resources

Raymond James

Upgrades Neutral Buy X

TIGO Millicom International Cellular

UBS

$70

Reiterated Buy X

TSM Taiwan Semiconductor Manufacturing

Needham

$360 $410

Downgrades Buy Neutral X

VTEX VTEX

UBS

$4

Initiated Buy X

ZVIA Zevia PBC

Craig Hallum

$4