Reiterated Overweight X

AAPL Apple

JP Morgan

$305 $315

Initiated Neutral X

AIR AAR Corp

Goldman

$121

Upgrades Hold Buy X

APP AppLovin

Needham

$700

Initiated Buy X

BLTE Belite Bio

BofA Securities

$195

Downgrades Buy Neutral X

BOKF BOK Financial

DA Davidson

$135

Initiated Buy X

BROS Dutch Bros

Citigroup

$82

Downgrades Outperform Peer Perform X

CMI Cummins

Wolfe Research

Initiated Overweight X

COMP Compass

JP Morgan

$15

Upgrades In-line Outperform X

CSCO Cisco

Evercore ISI

$100

Upgrades Hold Buy X

CTSH Cognizant Tech

Deutsche Bank

$100

Downgrades Outperform Peer Perform X

CUBE CubeSmart

Wolfe Research

Downgrades Buy Neutral X

CWAN Clearwater Analytics

UBS

$24.55

Upgrades Sec Perform Sec Outperform X

EGO Eldorado Gold

Scotiabank

$59

Initiated Buy X

EVR Evercore

BofA Securities

$435

Initiated Overweight X

EXPO Exponent

JP Morgan

$100

Initiated Buy X

FMCC Freddie Mac

BTIG Research

$20

Initiated Buy X

FNMA Fannie Mae

BTIG Research

$20

Reiterated Overweight X

GOOGL Alphabet A

KeyBanc Capital Markets

$330 $360

Initiated Buy X

LAZ Lazard

BofA Securities

$65

Downgrades Buy Hold X

LCUT Lifetime Brands

Canaccord Genuity

$3.50

Initiated Neutral X

MC Moelis

BofA Securities

$81

Reiterated Overweight X

META Meta Platforms

KeyBanc Capital Markets

$875 $835

Reiterated Strong Buy X

META Meta Platforms

Raymond James

$825 $800

Upgrades Neutral Buy X

META Meta Platforms

Rothschild & Co Redburn

$900

Reiterated Overweight X

MNST Monster Beverage

Morgan Stanley

$87 $96

Reiterated Buy X

MSFT Microsoft

Stifel

$640 $520

Upgrades Underperform Peer Perform X

NSA National Storage Affiliates

Wolfe Research

Initiated Underperform X

PIPR Piper Sandler

BofA Securities

$385

Downgrades Outperform Peer Perform X

PSA Public Storage

Wolfe Research

Downgrades Sec Outperform Sec Perform X

RGLD Royal Gold

Scotiabank

$335

Upgrades Perform Outperform X

RLAY Relay Therapeutics

Oppenheimer

$14

Downgrades Outperform Sec Perform X

SHEL Shell plc

RBC Capital Mkts

Reiterated Buy X

SKYW SkyWest

TD Cowen

$132 $122

Upgrades Neutral Buy X

STBA S&T Bancorp

Janney

Upgrades Mkt Perform Outperform X

STC Stewart Info

Keefe Bruyette

$81

Initiated Buy X

SVV Savers Value Village

Craig Hallum

$19

Downgrades Overweight Eq-Weight X

VRNS Varonis Systems

Morgan Stanley

$41

Initiated Neutral X

VRRM Verra Mobility

JP Morgan

$25

Initiated Outperform X

XYL Xylem

William Blair