Initiated Overweight X

AFRM Affirm

Piper Sandler

$103

Downgrades Overweight Sec Weight X

AIR AAR Corp

KeyBanc Capital Markets

Reiterated Positive X

AMAT Applied Materials

Susquehanna

$575 $900

Reiterated Overweight X

AMD Advanced Micro Devices

Wells Fargo

$505 $615

Initiated Buy X

AVNW Aviat Networks

Rafferty

$36

Initiated Overweight X

AXP American Express

Piper Sandler

$396

Downgrades Outperform Perform X

BAC Bank of America

Oppenheimer

Downgrades Overweight Neutral X

BAK Braskem SA

JP Morgan

Downgrades Neutral Sell X

BKU BankUnited

Citigroup

$45

Downgrades Outperform Perform X

C Citigroup

Oppenheimer

Reiterated Buy X

CELH Celsius

UBS

$55 $50

Upgrades Sec Perform Sec Outperform X

CF CF Industries

Scotiabank

$125

Upgrades Hold Buy X

CMCSA Comcast

Deutsche Bank

$32

Upgrades Neutral Buy X

CMCSA Comcast

Rosenblatt

$31

Initiated Neutral X

CNP CenterPoint

BTIG Research

Initiated Overweight X

COF Capital One

Piper Sandler

$254

Downgrades Buy Hold X

EVH Evolent Health

Truist

$7

Upgrades Hold Buy X

FBIN Fortune Brands Innovations

Truist

$70

Initiated Mkt Perform X

FCBC First Comm Banc

Raymond James

Downgrades Neutral Underperform X

FOXF Fox Factory Holding

BofA Securities

$20

Downgrades Hold Reduce X

FTNT Fortinet

HSBC Securities

$102

Downgrades Outperform Mkt Perform X

GLOB Globant

William Blair

Reiterated Overweight X

GOOGL Alphabet A

Morgan Stanley

$375 $415

Downgrades Perform Underperform X

GS Goldman Sachs

Oppenheimer

Upgrades Neutral Outperform X

HON Honeywell

Daiwa Securities

$255

Initiated Equal Weight X

HWKN Hawkins

Barclays

$170

Upgrades Hold Buy X

ICLR ICON plc

Truist

$207

Downgrades Neutral Underperform X

LOGI Logitech Int’l SA

BofA Securities

$86

Initiated Overweight X

MA Mastercard

Piper Sandler

$597

Initiated Outperform X

MKSI MKS Inc.

BMO Capital Markets

$453

Initiated Outperform X

MPB Mid Penn Bancorp

Raymond James

$38

Downgrades Perform Underperform X

MS Morgan Stanley

Oppenheimer

Initiated Underweight X

MWA Mueller Water

Barclays

$25

Initiated Overweight X

NP Neptune Insurance Holdings

Wells Fargo

$35

Upgrades Sec Perform Sec Outperform X

NTR Nutrien

Scotiabank

$80

Upgrades In-line Outperform X

OC Owens Corning

Evercore ISI

$188

Downgrades Buy Underperform X

OLN Olin

BofA Securities

$21

Upgrades Underweight Neutral X

QLYS Qualys

JP Morgan

$139

Upgrades Outperform Strong Buy X

RBA RB Global

Raymond James

$145

Upgrades Underperform Outperform X

REPL Replimune

BMO Capital Markets

$16

Initiated Buy X

RKT Rocket Companies

The Benchmark Company

$21

Downgrades Buy Underperform X

STNG Scorpio Tankers

BofA Securities

$78

Initiated Buy X

SVC Service Properties Trust

Ladenburg Thalmann

$2.25

Upgrades Sell Neutral X

TCBI Texas Capital

Citigroup

$105

Reiterated Overweight X

TENB Tenable

JP Morgan

$35 $40

Downgrades Buy Neutral X

TFC Truist

Citigroup

$54

Downgrades Neutral Sell X

TTD The Trade Desk

Arete

$11.60

Upgrades Neutral Buy X

TW Tradeweb Markets

Goldman

$146

Initiated Overweight X

V Visa

Piper Sandler

$394

Upgrades Neutral Buy X

VBNK VersaBank

Roth Capital

$25

Initiated Buy X

VTVT vTv Therapeutics

Rodman & Renshaw

$67

Upgrades Eq Weight Overweight X

WTS Watts Water Tech.

Barclays

$414

Initiated Overweight X

ZWS Zurn Elkay Water Solutions

Barclays

$59