Initiated Sector Weight X

AAON AAON

KeyBanc Capital Markets

Reiterated Overweight X

AAPL Apple

Morgan Stanley

$360 $364

Downgrades Overweight Eq Weight X

ACI Albertsons

Wells Fargo

$11

Initiated Buy X

ADSK Autodesk

Guggenheim

$245

Upgrades Sec Weight Overweight X

AEE Ameren

KeyBanc Capital Markets

$122

Downgrades Neutral Sell X

AGL agilon health

Citigroup

$105

Initiated Equal-Weight X

APLD Applied Digital

Morgan Stanley

$36.50

Initiated Neutral X

APPF AppFolio

Guggenheim

$232

Initiated Overweight X

ATEC Alphatec

Stephens

$15

Resumed Neutral X

BP BP

Piper Sandler

$42

Initiated Perform X

BXSL Blackstone Secured Lending Fund

Oppenheimer

Downgrades Overweight Sec Weight X

CMS CMS Energy

KeyBanc Capital Markets

Initiated Buy X

CMTL Comtech Telecom

Northcoast

$2.50

Initiated Mkt Perform X

CNM Core & Main

William Blair

Reiterated Buy X

CSX CSX

TD Cowen

$46 $54

Resumed Overweight X

CVX Chevron

Piper Sandler

$207

Upgrades Hold Buy X

DOMO Domo

Lake Street

$7 $5

Downgrades Overweight Eq-Weight X

DOMO Domo

Stephens

$4

Upgrades Sec Weight Overweight X

DUK Duke Energy

KeyBanc Capital Markets

$139

Initiated Overweight X

DYN Dyne Therapeutics

Cantor Fitzgerald

Upgrades Underperform Sec Perform X

EQNR Equinor

RBC Capital Mkts

Downgrades Buy Sell X

EVH Evolent Health

Citigroup

$6.75

Initiated Buy X

FRSH Freshworks

Guggenheim

$25

Downgrades Buy Hold X

GIB CGI Group

TD Securities

Reiterated Overweight X

GOOG Alphabet

Barclays

$405 $425

Reiterated Outperform X

GOOG Alphabet

BMO Capital Markets

$455 $465

Reiterated Overweight X

GOOG Alphabet

Cantor Fitzgerald

$435 $420

Reiterated Neutral X

GOOG Alphabet

DA Davidson

$375 $350

Reiterated Overweight X

GOOG Alphabet

Morgan Stanley

$415 $400

Reiterated Outperform X

GOOG Alphabet

Oppenheimer

$445 $400

Reiterated Overweight X

GOOG Alphabet

Piper Sandler

$445 $395

Reiterated Buy X

GOOG Alphabet

Pivotal Research Group

$470 $475

Reiterated Strong Buy X

GOOG Alphabet

Raymond James

$425 $400

Reiterated Buy X

GOOG Alphabet

Roth Capital

$435 $440

Reiterated Buy X

GOOG Alphabet

Truist

$430 $420

Reiterated Neutral X

GOOG Alphabet

UBS

$400 $379

Reiterated Overweight X

GOOG Alphabet

Wells Fargo

$418 $411

Initiated Buy X

GWRE Guidewire Software

Guggenheim

$180

Initiated Overweight X

HUT Hut 8 Mining

Morgan Stanley

$263

Initiated Buy X

IOT Samsara

Guggenheim

$45

Initiated Overweight X

IRTC iRhythm

Stephens

$160

Upgrades Hold Buy X

JPM JPMorgan Chase

Deutsche Bank

$375

Reiterated Buy X

KNX Knight-Swift

TD Cowen

$82 $86

Initiated Outperform X

LAUR Laureate Education

Barrington Research

$45

Reiterated Overweight X

LVS Las Vegas Sands

Barclays

$63 $59

Reiterated Buy X

LVS Las Vegas Sands

Deutsche Bank

$73 $62

Reiterated Buy X

LVS Las Vegas Sands

Goldman

$63 $55

Reiterated Overweight X

LVS Las Vegas Sands

JP Morgan

$64 $60

Reiterated Outperform X

LVS Las Vegas Sands

Mizuho

$67 $61

Reiterated Buy X

LVS Las Vegas Sands

Stifel

$74 $60

Reiterated Positive X

LVS Las Vegas Sands

Susquehanna

$64 $63

Initiated Buy X

LYV Live Nation

BTIG Research

$215

Downgrades Buy Hold X

MTB M&T Bank

Deutsche Bank

$250

Downgrades Buy Hold X

NCLH Norwegian Cruise Line

Truist

$20

Reiterated Outperform X

NOW ServiceNow

BMO Capital Markets

$115 $118

Initiated Outperform X

NPCE NeuroPace

Mizuho

$22

Downgrades Outperform Sec Perform X

NTRS Northern Trust

RBC Capital Mkts

$178

Downgrades Buy Neutral X

PAG Penske Auto

Citigroup

$210

Initiated Hold X

PAGS PagSeguro Digital

Jefferies

$10.40

Initiated Buy X

PCOR Procore Technologies

Guggenheim

$68

Downgrades Overweight Sec Weight X

PEGA Pegasystems

KeyBanc Capital Markets

Downgrades Buy Hold X

PEGA Pegasystems

Loop Capital

$25

Downgrades Outperform Mkt Perform X

PEGA Pegasystems

William Blair

Upgrades Eq Weight Overweight X

PENN PENN Entertainment

CapitalOne

$26

Downgrades Buy Hold X

PNC PNC

Deutsche Bank

$265

Initiated Overweight X

RIOT Riot Platforms

Morgan Stanley

$36

Downgrades Buy Neutral X

ROL Rollins

BofA Securities

$35

Downgrades Outperform Sec Perform X

ROL Rollins

RBC Capital Mkts

$35

Resumed Neutral X

SHEL Shell plc

Piper Sandler

$88

Initiated Outperform X

SIG Signet Jewelers

Raymond James

$105

Downgrades Sec Weight Underweight X

SO Southern

KeyBanc Capital Markets

$79

Initiated Hold X

STNE StoneCo

Jefferies

$12.60

Upgrades Peer Perform Outperform X

T AT&T

Wolfe Research

$29

Reiterated Buy X

TSLA Tesla

Canaccord Genuity

$450 $410

Reiterated Overweight X

TSLA Tesla

Cantor Fitzgerald

$510 $485

Reiterated Neutral X

TSLA Tesla

JP Morgan

$475 $445

Reiterated Outperform X

TSLA Tesla

Mizuho

$480 $450

Reiterated Equal-Weight X

TSLA Tesla

Morgan Stanley

$417 $400

Reiterated Buy X

TSLA Tesla

TD Cowen

$490 $460

Reiterated Hold X

TSLA Tesla

Truist

$430 $370

Reiterated Neutral X

TSLA Tesla

UBS

$442 $385

Initiated Buy X

TYL Tyler Tech

Guggenheim

$440

Initiated Buy X

VEEV Veeva Systems

Guggenheim

$232

Upgrades Hold Buy X

VRSK Verisk Analytics

Jefferies

$235

Initiated Overweight X

VRT Vertiv

KeyBanc Capital Markets

$360

Upgrades Mkt Perform Outperform X

VTS Vitesse

Northland Capital

$18.50

Reiterated Buy X

WING Wingstop

DA Davidson

$230 $200

Downgrades Outperform Mkt Perform X

WSBC WesBanco Inc

Keefe Bruyette

$42

Resumed Neutral X

XOM Exxon Mobil

Piper Sandler

$158

Downgrades Outperform In-line X

ZION Zions Bancorp

Evercore ISI

$68

Initiated Buy X

ZNTL Zentalis Pharma

Rodman & Renshaw

$11