Reiterated Market Perform X

ADBE Adobe

BMO Capital Markets

$230 $270

Resumed Underweight X

ANGI Angi Inc.

JP Morgan

Initiated Sector Weight X

APD Air Products

KeyBanc Capital Markets

Initiated Overweight X

AXTA Axalta Coating Systems

KeyBanc Capital Markets

$47

Initiated Equal Weight X

BFH Bread Financial

Wells Fargo

$115

Initiated Market Perform X

BOKF BOK Financial

Hovde Group

$143

Initiated Outperform X

CDNS Cadence Design

FBN Securities

$375

Initiated Overweight X

CE Celanese

KeyBanc Capital Markets

$57

Downgrades Outperform Neutral X

CHKP Check Point Software

Wedbush

$135

Downgrades Overweight Neutral X

CHWY Chewy

JP Morgan

$24

Initiated Outperform X

CPK Chesapeake Utilities

Mizuho

$150

Upgrades Mkt Perform Outperform X

CPRT Copart

Barrington Research

$40

Resumed Overweight X

CRH CRH Plc.

Morgan Stanley

$139

Resumed Outperform X

CRWD CrowdStrike

Wedbush

$250

Initiated Sector Weight X

CTVA Corteva

KeyBanc Capital Markets

Resumed Outperform X

DDOG Datadog

Wedbush

$275

Initiated Outperform X

DELL Dell

RBC Capital Mkts

$640

Initiated Sector Weight X

DOW Dow

KeyBanc Capital Markets

Downgrades Outperform Neutral X

DT Dynatrace

Wedbush

$54

Initiated Sector Weight X

EMN Eastman Chemical

KeyBanc Capital Markets

Resumed Buy X

ESI Element Solutions

Goldman

$44

Resumed Outperform X

ESTC Elastic

Wedbush

$125

Initiated Market Perform X

FFIN First Financial Bankshares

Hovde Group

$36

Initiated Neutral X

FIS Fidelity Nat’l Info

Piper Sandler

$42

Resumed Overweight X

FMC FMC Corp

KeyBanc Capital Markets

$16

Downgrades Outperform Neutral X

FTNT Fortinet

Wedbush

$155

Resumed Underweight X

GETY Getty Images

JP Morgan

Initiated Neutral X

GPN Global Payments

Piper Sandler

$101

Resumed Neutral X

HIMS Hims & Hers Health

JP Morgan

$32

Initiated Sector Perform X

HPQ HP Inc.

RBC Capital Mkts

$33

Initiated Overweight X

HUN Huntsman

KeyBanc Capital Markets

$14

Initiated Sector Weight X

IFF Intl Flavors

KeyBanc Capital Markets

Upgrades Neutral Buy X

IP Int’l Paper

BofA Securities

$46

Initiated Neutral X

JKHY Jack Henry

Piper Sandler

$171

Resumed Buy X

LFMD LifeMD

B. Riley Securities

$8

Initiated Overweight X

LIN Linde plc

KeyBanc Capital Markets

$542

Initiated Sector Weight X

LYB LyondellBasell

KeyBanc Capital Markets

Resumed Buy X

MARA MARA Holdings Inc.

H.C. Wainwright

$20

Resumed Buy X

MBOT Microbot Medical

B. Riley Securities

$4

Initiated Sector Weight X

MOS Mosaic

KeyBanc Capital Markets

Initiated Sector Weight X

NTR Nutrien

KeyBanc Capital Markets

Downgrades Eq-Weight Underweight X

NVO Novo Nordisk A/S

Morgan Stanley

$40

Initiated Overweight X

OLN Olin

KeyBanc Capital Markets

Initiated Overweight X

ONB Old National Bancorp

JP Morgan

$32

Reiterated Outperform X

ORCL Oracle

BMO Capital Markets

$220 $195

Resumed Outperform X

PANW Palo Alto Networks

Wedbush

$400

Initiated Overweight X

PPG PPG Industries

KeyBanc Capital Markets

$133

Downgrades Outperform Neutral X

QLYS Qualys

Wedbush

$175

Initiated Overweight X

QTWO Q2 Holdings

Piper Sandler

$82

Reiterated Market Perform X

RH RH

Telsey Advisory Group

$140 $155

Initiated Outperform X

RKLB Rocket Lab USA

Raymond James

$80

Initiated Overweight X

RPM RPM Inc

KeyBanc Capital Markets

$123

Resumed Outperform X

S SentinelOne

Wedbush

$25

Initiated Outperform X

SHOP Shopify

Bernstein

$160

Initiated Sector Weight X

SHW Sherwin-Williams

KeyBanc Capital Markets

Downgrades Neutral Sell X

SMR NuScale Power

UBS

$6

Initiated Buy X

STIM Neuronetics

B. Riley Securities

$5

Downgrades Outperform Underperform X

TENB Tenable

Wedbush

$29

Downgrades Outperform Neutral X

TLS Telos Corporation

Wedbush

$5

Downgrades Outperform Neutral X

VRNS Varonis Systems

Wedbush

$46

Initiated Neutral X

WEX WEX

Piper Sandler

$209

Initiated Overweight X

WLK Westlake Corporation

KeyBanc Capital Markets

$92

Resumed Buy X

XGN Exagen

B. Riley Securities

$12

Resumed Underweight X

YELP Yelp

JP Morgan

$19

Resumed Neutral X

ZD Ziff Davis

JP Morgan

$60

Resumed Outperform X

ZS Zscaler

Wedbush

$215