Initiated Neutral X

AEM Agnico-Eagle Mines

JP Morgan

$248

Initiated Buy X

AMPX Amprius Technologies

Needham

$20

Upgrades Eq Weight Overweight X

ASML ASML

Barclays

Initiated Overweight X

B Barrick Mining

JP Morgan

$68

Upgrades Underperform Mkt Perform X

BRO Brown & Brown

Keefe Bruyette

$73

Reiterated Hold X

CHRW C.H. Robinson

TD Cowen

$165 $194

Upgrades Eq-Weight Overweight X

COR Cencora

Morgan Stanley

$400

Reiterated Outperform X

DDOG Datadog

BMO Capital Markets

$215 $170

Downgrades Outperform Mkt Perform X

FSLR First Solar

BMO Capital Markets

$263

Initiated Buy X

FTK Flotek Industries

Lake Street

$25

Upgrades Neutral Buy X

FTNT Fortinet

Rosenblatt

$100

Downgrades Overweight Eq Weight X

GLW Corning

Fox Advisors

Upgrades Hold Buy X

GM General Motors

DZ Bank

$98

Reiterated Market Perform X

HBCP Home Bancorp

Hovde Group

$61 $62

Downgrades Outperform Sec Perform X

HBM Hudbay Minerals

National Bank Financial

Upgrades Neutral Buy X

HCC Warrior Met Coal

UBS

$108

Reiterated Outperform X

HUBS HubSpot

BMO Capital Markets

$465 $385

Upgrades Hold Buy X

LFUS Littelfuse

The Benchmark Company

$360

Initiated Buy X

LPTH LightPath

Canaccord Genuity

$15

Upgrades Hold Buy X

LRCX Lam Research

Summit Insights

Reiterated Buy X

LRCX Lam Research

TD Cowen

$170 $290

Reiterated Overweight X

META Meta Platforms

Barclays

$770 $800

Reiterated Outperform X

META Meta Platforms

Bernstein

$870 $900

Reiterated Market Perform X

META Meta Platforms

BMO Capital Markets

$710 $730

Reiterated Buy X

META Meta Platforms

BofA Securities

$810 $885

Reiterated Buy X

META Meta Platforms

Canaccord Genuity

$900 $930

Reiterated Overweight X

META Meta Platforms

Cantor Fitzgerald

$750 $860

Reiterated Buy X

META Meta Platforms

Deutsche Bank

$880 $920

Reiterated Outperform X

META Meta Platforms

Evercore ISI

$875 $900

Reiterated Buy X

META Meta Platforms

Guggenheim

$800 $850

Reiterated Buy X

META Meta Platforms

Jefferies

$910 $1000

Reiterated Overweight X

META Meta Platforms

JP Morgan

$800 $825

Reiterated Overweight X

META Meta Platforms

KeyBanc Capital Markets

$835 $855

Reiterated Outperform X

META Meta Platforms

Mizuho

$815 $850

Reiterated Buy X

META Meta Platforms

Monness Crespi & Hardt

$808 $890

Reiterated Overweight X

META Meta Platforms

Morgan Stanley

$750 $825

Reiterated Overweight X

META Meta Platforms

Piper Sandler

$840 $880

Reiterated Buy X

META Meta Platforms

Pivotal Research Group

$930 $910

Reiterated Outperform X

META Meta Platforms

Robert W. Baird

$815 $830

Reiterated Buy X

META Meta Platforms

Roth Capital

$800 $850

Reiterated Buy X

META Meta Platforms

Stifel

$785 $820

Reiterated Buy X

META Meta Platforms

UBS

$830 $872

Reiterated Outperform X

META Meta Platforms

Wedbush

$880 $900

Reiterated Overweight X

META Meta Platforms

Wells Fargo

$754 $849

Reiterated Outperform X

META Meta Platforms

Wolfe Research

$800 $850

Reiterated Overweight X

MSFT Microsoft

Barclays

$610 $600

Reiterated Outperform X

MSFT Microsoft

Bernstein

$645 $641

Reiterated Outperform X

MSFT Microsoft

BMO Capital Markets

$625 $575

Reiterated Buy X

MSFT Microsoft

Citigroup

$660 $635

Reiterated Buy X

MSFT Microsoft

Deutsche Bank

$630 $575

Reiterated Outperform X

MSFT Microsoft

Evercore ISI

$640 $580

Reiterated Buy X

MSFT Microsoft

Goldman

$655 $600

Reiterated Overweight X

MSFT Microsoft

JP Morgan

$575 $550

Reiterated Overweight X

MSFT Microsoft

KeyBanc Capital Markets

$630 $600

Reiterated Overweight X

MSFT Microsoft

Piper Sandler

$650 $600

Reiterated Outperform X

MSFT Microsoft

Robert W. Baird

$600 $540

Reiterated Buy X

MSFT Microsoft

Stifel

$520 $540

Reiterated Outperform X

MSFT Microsoft

Wedbush

$625 $575

Reiterated Overweight X

MSFT Microsoft

Wells Fargo

$630 $615

Reiterated Outperform X

NOW ServiceNow

BMO Capital Markets

$175 $170

Downgrades Overweight Eq Weight X

OHI Omega Health

Wells Fargo

$45

Reiterated Outperform X

PB Prosperity Bancshares

Hovde Group

$75 $77

Downgrades Overweight Neutral X

PB Prosperity Bancshares

Piper Sandler

$74

Reiterated Market Perform X

SYBT Stock Yards Bancorp

Hovde Group

$73 $75

Reiterated Market Perform X

TRMK Trustmark

Hovde Group

$42 $44.50

Downgrades Neutral Underweight X

UMC United Micro

JP Morgan

Reiterated Market Perform X

VFC V.F. Corp

Telsey Advisory Group

$16 $20

Upgrades Underperform Neutral X

WERN Werner Enterprises

Robert W. Baird

$34

Upgrades Underweight Eq Weight X

ZG Zillow

Barclays

$72