Upgrades Neutral Buy X

AA Alcoa

UBS

$80

Initiated Overweight X

AEM Agnico-Eagle Mines

Barclays

$213

Resumed Neutral X

AMRC Ameresco

Guggenheim

Initiated Buy X

AXP American Express

Loop Capital

$389

Initiated Equal Weight X

B Barrick Mining

Barclays

$41

Initiated Buy X

BFH Bread Financial

Loop Capital

$104

Downgrades Buy Neutral X

BHP BHP Group

BofA Securities

Initiated Mkt Perform X

BNTX BioNTech

Bernstein

$96

Upgrades Hold Buy X

CAVA CAVA Group

Argus

Initiated Equal Weight X

CCJ Cameco

Barclays

$108

Initiated Underweight X

CLF Cleveland-Cliffs

Barclays

$9

Initiated Equal Weight X

CMC Commercial Metals

Barclays

$75

Initiated Outperform X

CMPS COMPASS Pathways

Wolfe Research

Downgrades Neutral Underweight X

DAVA Endava

JP Morgan

$5

Downgrades Buy Hold X

DG Dollar General

Gordon Haskett

Initiated Buy X

EOSE Eos Energy

Needham

$11

Initiated Sector Perform X

ESNT Essent Group

RBC Capital Mkts

$68

Initiated Outperform X

ESTC Elastic

William Blair

Initiated Overweight X

FCX Freeport-McMoRan

Barclays

$77

Downgrades Overweight Neutral X

FUTU Futu Holdings

JP Morgan

$87

Upgrades Hold Buy X

GNRC Generac

Jefferies

$302

Upgrades Neutral Buy X

HAE Haemonetics

BofA Securities

$80

Initiated Overweight X

HBM Hudbay Minerals

Barclays

$30

Initiated Outperform X

IMUX Immunic

Wolfe Research

Initiated Mkt Perform X

INCY Incyte

Bernstein

$99

Downgrades Neutral Underperform X

INSP Inspire Medical Systems

BofA Securities

$39

Initiated Mkt Perform X

JAZZ Jazz Pharma

Bernstein

$229

Initiated Overweight X

MP MP Materials

Barclays

$69

Initiated Sector Perform X

MTG MGIC Investment

RBC Capital Mkts

$28

Initiated Outperform X

NBIX Neurocrine Biosciences

Bernstein

$221

Initiated Overweight X

NEM Newmont Corporation

Barclays

$133

Initiated Outperform X

NMIH NMI Hldgs

RBC Capital Mkts

$46

Initiated Overweight X

NUE Nucor

Barclays

$270

Initiated Outperform X

NUVL Nuvalent

Bernstein

$189

Initiated Outperform X

RDN Radian Group

RBC Capital Mkts

$47

Downgrades Buy Neutral X

RIO Rio Tinto

BofA Securities

Initiated Mkt Perform X

RVMD Revolution Medicines

Bernstein

$151

Initiated Underweight X

SCCO Southern Copper

Barclays

$148

Upgrades Neutral Overweight X

SG Sweetgreen

JP Morgan

$13

Downgrades Buy Neutral X

SMMT Summit Therapeutics

H.C. Wainwright

Resumed Neutral X

SMR NuScale Power

BofA Securities

$12

Initiated Buy X

SNSE Sensei Biotherapeutics

Citigroup

$55

Initiated Overweight X

STLD Steel Dynamics

Barclays

$270

Upgrades Neutral Buy X

SUI Sun Communities

Colliers Securities

$150

Initiated Hold X

SYF Synchrony Financial

Loop Capital

$81

Upgrades Neutral Buy X

TXN Texas Instruments

Seaport Research Partners

$400

Upgrades Underweight Sec Weight X

ZM Zoom Communications

KeyBanc Capital Markets