Downgrades Outperform Neutral X

ADBE Adobe

Mizuho

$270

Upgrades Hold Buy X

AMAT Applied Materials

Erste Group

Downgrades Outperform Mkt Perform X

AMD Advanced Micro Devices

Northland Capital

$260

Upgrades Underweight Neutral X

ASAI Sendas Distribuidora S.A.

JP Morgan

$10.50

Reiterated Buy X

BKR Baker Hughes

TD Cowen

$64 $75

Resumed Overweight X

BMRN BioMarin Pharmaceutical

Morgan Stanley

$120

Initiated Mkt Outperform X

CELC Celcuity

Citizens

$150

Initiated Buy X

COHU Cohu

Jefferies

$55

Downgrades Overweight Underweight X

COLD Americold Realty Trust

Barclays

$12

Downgrades Outperform Mkt Perform X

CPB The Campbell’s Company

Bernstein

$21

Upgrades Neutral Outperform X

CRWD CrowdStrike

Mizuho

$520

Reiterated Buy X

CVLG Covenant Logistics

TD Cowen

$30 $35

Initiated Hold X

CVLT Commvault Systems

Jefferies

$105

Initiated Buy X

DASH DoorDash

TD Cowen

$225

Downgrades Buy Hold X

DLR Digital Realty Trust

HSBC Securities

$210

Reiterated Outperform X

FBK FB Financial

Hovde Group

$66 $63

Upgrades Outperform Strong Buy X

FBP First Bancorp

Raymond James

$27

Upgrades Neutral Buy X

FTNT Fortinet

Arete

$104

Initiated Buy X

GPCR Structure Therapeutics

Canaccord Genuity

$101

Downgrades Buy Neutral X

IT Gartner

Goldman

$171

Downgrades Overweight Eq Weight X

KNSL Kinsale Capital

Wells Fargo

$357

Downgrades Buy Hold X

KR Kroger

Erste Group

Downgrades Mkt Outperform Mkt Perform X

KREF KKR Real Estate Finance Trust

Citizens

Resumed Overweight X

KRNY Kearny Financial

Piper Sandler

$9.50

Initiated Overweight X

MATX Matson

JP Morgan

$230

Downgrades Buy Hold X

MCD McDonald’s

Erste Group

Upgrades Sec Weight Overweight X

MGM MGM Resorts

KeyBanc Capital Markets

$117

Initiated Buy X

MLYS Mineralys Therapeutics

TD Cowen

Upgrades Hold Buy X

MS Morgan Stanley

Erste Group

Initiated Buy X

MU Micron

Melius

Reiterated Market Perform X

NBTB NBT Bancorp

Hovde Group

$47 $46.50

Downgrades Buy Hold X

NFLX Netflix

Erste Group

Upgrades Hold Buy X

NOK Nokia

Argus

$15

Reiterated Buy X

NSC Norfolk Southern

TD Cowen

$313 $337

Upgrades Eq Weight Overweight X

NTR Nutrien

Barclays

$85

Upgrades Underweight Eq Weight X

OGE OGE Energy

Wells Fargo

$47

Downgrades Buy Neutral X

PINS Pinterest

Rothschild & Co Redburn

$23

Upgrades Neutral Buy X

PKX POSCO

UBS

Initiated Overweight X

POWL Powell Inds

JP Morgan

$310

Initiated Buy X

RIOT Riot Platforms

Chardan Capital Markets

$27.50

Upgrades Neutral Buy X

ROL Rollins

Rothschild & Co Redburn

$66

Downgrades Buy Hold X

RTX RTX

Erste Group

Initiated Outperform X

RUSHA Rush Enterprises

Wolfe Research

$88

Reiterated Buy X

SKYW SkyWest

TD Cowen

$106 $98

Reiterated Buy X

SLB SLB

TD Cowen

$55 $66

Upgrades Neutral Buy X

SNAP Snap

Rothschild & Co Redburn

$10

Reiterated Outperform X

SSB SouthState Bank Corp

Hovde Group

$110 $112

Initiated Overweight X

STTK Shattuck Labs

Cantor Fitzgerald

Reiterated Outperform X

TOWN Towne Bank

Hovde Group

$42 $41

Upgrades Hold Buy X

UNH UnitedHealth

Erste Group

Upgrades Peer Perform Outperform X

VC Visteon

Wolfe Research

$135

Downgrades Buy Hold X

WRB W.R. Berkley

Argus