Upgrades Neutral Buy X

ACAD ACADIA Pharmaceuticals

BofA Securities

$29

Downgrades Outperform Mkt Perform X

ARE Alexandria RE

BMO Capital Markets

$52

Resumed Overweight X

ATI ATI Inc.

KeyBanc Capital Markets

$140

Upgrades Peer Perform Outperform X

BWA BorgWarner

Wolfe Research

$68

Resumed Outperform X

CDE Coeur Mining

BMO Capital Markets

$27

Resumed Overweight X

CEG Constellation Energy

Morgan Stanley

$385

Resumed Sector Weight X

CLF Cleveland-Cliffs

KeyBanc Capital Markets

Resumed Sector Weight X

CMC Commercial Metals

KeyBanc Capital Markets

Downgrades Buy Accumulate X

CRGY Crescent Energy

Johnson Rice

$19

Resumed Overweight X

CRS Carpenter Tech

KeyBanc Capital Markets

$380

Upgrades Underperform Mkt Perform X

CVI CVR Energy

Raymond James

Upgrades Underperform Neutral X

DEO Diageo plc

BNP Paribas Exane

Upgrades Eq Weight Overweight X

EPD Enterprise Products

Wells Fargo

$42

Initiated Buy X

ESE Esco Tech

Deutsche Bank

$350

Downgrades Overweight Neutral X

EVGO EVgo Inc.

JP Morgan

Upgrades Mkt Perform Mkt Outperform X

FCPT Four Corners Property Trust

Citizens

$28

Initiated Perform X

FIG Figma

Oppenheimer

Upgrades Peer Perform Outperform X

GM General Motors

Wolfe Research

$96

Resumed Sector Weight X

HWM Howmet Aerospace

KeyBanc Capital Markets

Resumed Sector Weight X

HXL Hexcel

KeyBanc Capital Markets

Upgrades Eq Weight Overweight X

KNTK Kinetik

Wells Fargo

$52

Upgrades Accumulate Buy X

KOS Kosmos Energy

Johnson Rice

$4.25

Initiated Equal-Weight X

MBWM Mercantile Bank

Stephens

$54

Downgrades Buy Neutral X

MDLZ Mondelez Int’l

Rothschild & Co Redburn

$55

Resumed Sector Weight X

MT ArcelorMittal

KeyBanc Capital Markets

Resumed Overweight X

MTRN Materion

KeyBanc Capital Markets

$170

Upgrades Hold Accumulate X

MUR Murphy Oil

Johnson Rice

$63

Resumed Overweight X

NBHC National Bank

Piper Sandler

$48

Reiterated Market Perform X

NKE NIKE

Telsey Advisory Group

$72 $65

Resumed Sector Weight X

NUE Nucor

KeyBanc Capital Markets

Upgrades Eq Weight Overweight X

OKE ONEOK

Wells Fargo

$100

Initiated Buy X

PAYO Payoneer

BofA Securities

$6

Resumed Buy X

QMCO Quantum

Lake Street

$8

Reiterated Market Perform X

RH RH

Telsey Advisory Group

$185 $165

Initiated Mkt Perform X

RKT Rocket Companies

Citizens

Resumed Overweight X

RS Reliance, Inc.

KeyBanc Capital Markets

$341

Upgrades Neutral Outperform X

RZLT Rezolute

Wedbush

$5

Resumed Overweight X

STLD Steel Dynamics

KeyBanc Capital Markets

$190

Initiated Buy X

VRT Vertiv

HSBC Securities

$325

Downgrades Buy Neutral X

WRB W.R. Berkley

Brean Capital

$73