Reiterated Buy X

AAPL Apple

Monness Crespi & Hardt

$315 $335

Downgrades Buy Sell X

ALK Alaska Air

Citigroup

$32

Initiated Buy X

AOSL Alpha and Omega Semi

Needham

$50

Upgrades Mkt Perform Outperform X

APD Air Products

BMO Capital Markets

$360

Initiated Buy X

APGE Apogee Therapeutics

Rothschild & Co Redburn

$140

Initiated Overweight X

ARWR Arrowhead

JP Morgan

$88

Downgrades Outperform Mkt Perform X

BBT Beacon Financial Corporation

Hovde Group

$33 $30

Downgrades Strong Buy Mkt Perform X

BBT Beacon Financial Corporation

Raymond James

Initiated Outperform X

BROS Dutch Bros

Oppenheimer

$72

Downgrades Buy Hold X

CAR Avis Budget

Jefferies

$160

Upgrades Underweight Eq-Weight X

CAT Caterpillar

Morgan Stanley

$915

Upgrades Neutral Buy X

CERS Cerus

BTIG Research

$4

Initiated Neutral X

CIEN Ciena

Rothschild & Co Redburn

$416

Initiated Buy X

CLS Celestica

Rothschild & Co Redburn

$460

Initiated Buy X

COHR Coherent

Rothschild & Co Redburn

$455

Initiated Buy X

CRDO Credo Technology Group

Rothschild & Co Redburn

$206

Initiated Peer Perform X

CVLT Commvault Systems

Wolfe Research

Downgrades Overweight Eq-Weight X

ELF e.l.f. Beauty

Morgan Stanley

$67

Downgrades Buy Neutral X

ESPR Esperion Therapeutics

H.C. Wainwright

Downgrades Outperform Mkt Perform X

FIBK First Interstate Bancsystem

Keefe Bruyette

Reiterated Outperform X

FND Floor & Decor

Telsey Advisory Group

$80 $61

Downgrades Outperform Neutral X

FNMA Fannie Mae

Wedbush

$8

Resumed Outperform X

FUBO fuboTV

Evercore ISI

$18

Upgrades Hold Buy X

HSY Hershey Foods

TD Cowen

$210

Upgrades Neutral Buy X

IP Int’l Paper

Seaport Research Partners

Downgrades Buy Neutral X

KALV KalVista Pharmaceuticals

H.C. Wainwright

$27

Initiated Buy X

LFUS Littelfuse

Needham

$450

Initiated Buy X

LITE Lumentum

Rothschild & Co Redburn

$1270

Initiated Outperform X

LYEL Lyell Immunopharma

Robert W. Baird

$49

Downgrades Overweight Neutral X

MEOH Methanex

JP Morgan

$65

Resumed Hold X

MGM MGM Resorts

Jefferies

$44

Downgrades Buy Neutral X

OPCH Option Care Health

BofA Securities

$22

Upgrades Eq Weight Overweight X

PPC Pilgrim’s Pride

Barclays

$42

Downgrades Buy Neutral X

RBLX Roblox

BofA Securities

$48

Downgrades Buy Neutral X

RBLX Roblox

BTIG Research

Downgrades Outperform Mkt Perform X

RBLX Roblox

Raymond James

Upgrades Sell Hold X

RBLX Roblox

TD Cowen

Reiterated Buy X

ROKU Roku

Pivotal Research Group

$140 $160

Downgrades Overweight Eq Weight X

RYAN Ryan Specialty Group

Wells Fargo

$31

Reiterated Buy X

SNDR Schneider National

TD Cowen

$30 $32

Initiated Buy X

SRFM Surf Air Mobility

Alliance Global Partners

$2.75

Reiterated Outperform X

TEAM Atlassian

BMO Capital Markets

$130 $105

Downgrades Outperform Neutral X

TFC Truist

Robert W. Baird

$55

Resumed Equal-Weight X

TM Toyota Motor

Morgan Stanley

Reiterated Buy X

TWLO Twilio

Monness Crespi & Hardt

$175 $200

Upgrades Mkt Perform Outperform X

WTW Willis Towers Watson

BMO Capital Markets

$300

Reiterated Buy X

XPO XPO, Inc.

TD Cowen

$192 $224