Initiated Buy X

AAOI Applied Optoelectronics

Needham

$32

Upgrades Neutral Buy X

APLD Applied Digital Corporation

Compass Point

$13

Reiterated Market Perform X

AROW Arrow Financial

Hovde Group

$27.50 $28.50

Initiated Neutral X

ARQT Arcutis Biotherapeutics

Goldman

$18

Upgrades Eq Weight Overweight X

CGBD Carlyle Secured Lending

Wells Fargo

$15

Initiated Hold X

CHE Chemed

Jefferies

$500

Upgrades Underperform Neutral X

COUR Coursera

BofA Securities

$12

Upgrades Perform Outperform X

CVNA Carvana

Oppenheimer

$450

Downgrades Outperform Neutral X

DAR Darling Ingredients

Robert W. Baird

$36

Reiterated Buy X

DECK Deckers Outdoor

Needham

$120 $128

Downgrades Outperform In-line X

DOW Dow

Evercore ISI

$32

Upgrades Neutral Overweight X

EL Estee Lauder

JP Morgan

$101

Initiated Outperform X

GENI Genius Sports

Northland Capital

$14

Upgrades Hold Buy X

GILD Gilead Sciences

Needham

$133

Upgrades Neutral Outperform X

GPN Global Payments

Mizuho

$114

Resumed Equal-Weight X

HESM Hess Midstream Partners

Morgan Stanley

$48

Upgrades Eq Weight Overweight X

HESM Hess Midstream Partners

Wells Fargo

$47

Resumed Buy X

HPE Hewlett Packard Enterprise

Citigroup

$25

Downgrades Buy Hold X

HSIC Henry Schein

Stifel

$75

Upgrades Peer Perform Outperform X

KMI Kinder Morgan

Wolfe Research

$31

Initiated Buy X

LFST LifeStance Health Group

BTIG Research

$8

Upgrades Sell Neutral X

MARA MARA Holdings Inc.

Compass Point

$18

Reiterated Buy X

MBLY Mobileye Global

TD Cowen

$22 $20

Downgrades Overweight Neutral X

MOH Molina Healthcare

Cantor Fitzgerald

$210

Downgrades Buy Hold X

MOH Molina Healthcare

Truist

$180

Upgrades Mkt Perform Outperform X

MSCI MSCI

Raymond James

$650

Upgrades Neutral Buy X

NDAQ NASDAQ

UBS

$115

Initiated Buy X

NEXT NextDecade

Seaport Research Partners

$15

Downgrades Buy Hold X

NSC Norfolk Southern

Jefferies

$300

Downgrades Overweight Eq Weight X

NVCR NovoCure

Wells Fargo

$14.50

Downgrades Outperform Neutral X

OSCR Oscar Health

Robert W. Baird

$14

Upgrades Hold Buy X

PCRX Pacira BioSciences

Truist

$30

Reiterated Outperform X

PFS Provident Finl

Hovde Group

$22.50 $23.50

Downgrades Overweight Neutral X

PG Procter & Gamble

JP Morgan

$170

Initiated Overweight X

PLTR Palantir Technologies

Piper Sandler

$170

Upgrades Neutral Buy X

PLXS Plexus

Sidoti

$150

Downgrades Outperform Mkt Perform X

PMT PennyMac Mortgage

Keefe Bruyette

$13.50

Downgrades Buy Neutral X

RCKT Rocket Pharmaceuticals

BofA Securities

$4

Reiterated Market Perform X

SIG Signet Jewelers

Telsey Advisory Group

$80 $92

Upgrades Sec Perform Sec Outperform X

SLG SL Green Realty

Scotiabank

$71

Initiated Neutral X

SMR NuScale Power

BNP Paribas Exane

$41

Reiterated Market Perform X

SSB South State

Hovde Group

$97 $105

Reiterated Hold X

STM STMicroelectronics

TD Cowen

$34 $27

Downgrades Buy Neutral X

SYM Symbotic

Arete

$50

Initiated Neutral X

TDOC Teladoc

Mizuho

$10

Downgrades Overweight Neutral X

TECK Teck Resources

JP Morgan

$41

Reiterated Outperform X

TSCO Tractor Supply

Telsey Advisory Group

$60 $70

Downgrades Buy Hold X

TSLA Tesla

China Renaissance

$349

Downgrades Buy Hold X

ULTA Ulta Beauty

Loop Capital

$510

Upgrades Hold Buy X

UNP Union Pacific

Jefferies

$285

Initiated Buy X

URG Ur-Energy

Maxim Group

$3

Upgrades Hold Buy X

VLY Valley National

Truist

$11

Reiterated Outperform X

ASO Academy Sports + Outdoors

Telsey Advisory Group

$58 $65

Downgrades Hold Sell X

BHP BHP Group

Berenberg

$44

Reiterated Buy X

BKR Baker Hughes

TD Cowen

$52 $54

Reiterated Outperform X

BKU BankUnited

Hovde Group

$43 $44

Downgrades Overweight Neutral X

BKU BankUnited

Piper Sandler

$43

Reiterated Outperform X

BPOP Popular

Hovde Group

$126 $140

Initiated Outperform X

BRZE Braze

Mizuho

$40

Downgrades Overweight Neutral X

CB Chubb

Piper Sandler

$283

Upgrades Mkt Perform Outperform X

CBFV CB Financial Service

Keefe Bruyette

$39

Upgrades Eq Weight Overweight X

CCI Crown Castle

Wells Fargo

$125

Downgrades Buy Neutral X

CME CME Group

UBS

$305

Upgrades Hold Buy X

CSX CSX

Deutsche Bank

$40

Downgrades Buy Hold X

CYH Community Health

Jefferies

$3

Downgrades Overweight Neutral X

ENVX Enovix

JP Morgan

$12

Initiated Buy X

ESLT Elbit Systems

BofA Securities

$500

Upgrades Peer Perform Outperform X

GD General Dynamics

Wolfe Research

$360

Reiterated Buy X

GOOG Alphabet

Pivotal Research Group

$225 $245

Reiterated Buy X

GOOGL Alphabet A

Needham

$210 $220

Downgrades Overweight Neutral X

GSHD Goosehead Insurance

Piper Sandler

$109

Reiterated Buy X

HAS Hasbro

Monness Crespi & Hardt

$80 $90

Resumed Neutral X

HPE Hewlett Packard Enterprise

Goldman

$22

Upgrades Neutral Outperform X

ICLR ICON plc

Robert W. Baird

$224

Downgrades Buy Hold X

JCI Johnson Controls

Jefferies

$120

Downgrades Buy Neutral X

KEY KeyCorp

Citigroup

$20

Downgrades Buy Neutral X

MAG MAG Silver

H.C. Wainwright

$22

Upgrades Mkt Perform Outperform X

MBWM Mercantile Bank

Raymond James

$55

Reiterated Market Perform X

NBHC National Bank

Hovde Group

$39 $42

Reiterated Outperform X

NOW ServiceNow

BMO Capital Markets

$1150 $1160

Reiterated Outperform X

PB Prosperity Bancshares

Hovde Group

$85 $83

Downgrades Buy Hold X

SAIA Saia

Stifel

$306

Initiated Buy X

SGMT Sagimet Biosciences

Canaccord Genuity

$28

Upgrades Perform Outperform X

SPOT Spotify

Oppenheimer

$800

Initiated Sell X

SRPT Sarepta Therapeutics

Citigroup

$7

Downgrades Buy Hold X

STM STMicroelectronics

Craig Hallum

$28

Downgrades Buy Hold X

T AT&T

HSBC Securities

$30

Downgrades Buy Hold X

TMO Thermo Fisher

HSBC Securities

$510

Upgrades Neutral Outperform X

TNL Travel + Leisure Co

Mizuho

$72

Reiterated Outperform X

TOWN Towne Bank

Hovde Group

$39 $41

Reiterated Market Perform X

TRMK Trustmark

Hovde Group

$37 $41

Upgrades Underperform Buy X

TSCO Tractor Supply

BofA Securities

$70

Reiterated Buy X

TSLA Tesla

Canaccord Genuity

$303 $333

Initiated Hold X

UFPI UFP Industries

Loop Capital

$112

Upgrades Hold Buy X

VRNS Varonis Systems

Jefferies

$65

Reiterated Buy X

AMZN Amazon

BofA Securities

$248 $265

Downgrades Buy Hold X

BOOT Boot Barn Holdings

Jefferies

$175

Initiated Buy X

CANG Cango

H.C. Wainwright

$8

Initiated Buy X

CELH Celsius

Citigroup

$55

Reiterated Market Perform X

CHCO City Holding Co

Hovde Group

$130 $136

Downgrades Overweight Eq Weight X

CNC Centene

Wells Fargo

$30

Downgrades Outperform In-line X

CNI Canadian Nat’l Rail

Evercore ISI

$105

Upgrades Neutral Buy X

DT Dynatrace

Guggenheim

$66

Reiterated Hold X

ENPH Enphase Energy

TD Cowen

$45 $40

Upgrades Hold Buy X

HUBG Hub Group

Deutsche Bank

$41

Downgrades Buy Hold X

LMT Lockheed Martin

Truist

$440

Downgrades Buy Neutral X

LXU LSB Industries

UBS

$9.25

Downgrades Hold Sell X

MEDP Medpace

TD Cowen

$366

Downgrades Outperform Mkt Perform X

MFIC MidCap Financial Investment Corporation

Keefe Bruyette

$14

Upgrades Neutral Buy X

MOS Mosaic

UBS

$45

Initiated Buy X

NVT nVent Electric

Roth Capital

$89

Upgrades Sell Neutral X

PCAR PACCAR

UBS

$100

Downgrades Buy Hold X

PNR Pentair

TD Cowen

$110

Initiated Buy X

QBTS D-Wave Quantum

Canaccord Genuity

$20

Downgrades Strong Buy Outperform X

RBLX Roblox

Raymond James

$130

Downgrades Overweight Eq Weight X

REPL Replimune

Barclays

$3

Downgrades Outperform Underperform X

REPL Replimune

BMO Capital Markets

$2

Reiterated Market Perform X

RNST Renasant

Hovde Group

$35 $39

Reiterated Market Perform X

SMBK SmartFinancial

Hovde Group

$37.50 $40

Downgrades Neutral Underperform X

SRPT Sarepta Therapeutics

BofA Securities

$10

Upgrades Neutral Buy X

TMHC Taylor Morrison Home

Seaport Research Partners

$85

Initiated Outperform X

TOI The Oncology Institute

Noble Capital Markets

$8

Upgrades Neutral Buy X

TOL Toll Brothers

Seaport Research Partners

$161

Downgrades Outperform Mkt Perform X

TSN Tyson Foods

Bernstein

$59

Downgrades Hold Sell X

TXN Texas Instruments

DZ Bank

$158

Reiterated Neutral X

TXN Texas Instruments

Mizuho

$205 $200

Reiterated Outperform X

TXN Texas Instruments

Robert W. Baird

$175 $220

Reiterated Positive X

TXN Texas Instruments

Susquehanna

$250 $240

Reiterated Buy X

TXN Texas Instruments

TD Cowen

$245 $230

Reiterated Buy X

TXN Texas Instruments

The Benchmark Company

$200 $220

Reiterated Hold X

TXN Texas Instruments

Truist

$171 $196

Reiterated Equal Weight X

TXN Texas Instruments

Wells Fargo

$215 $195

Downgrades Neutral Sell X

U Unity Software

BTIG Research

$25

Resumed Buy X

URG Ur-Energy

B. Riley Securities

$2

Resumed Buy X

UUUU Energy Fuels

B. Riley Securities

$11

Reiterated Buy X

VLRS Volaris Aviation

TD Cowen

$6 $7

Upgrades Hold Buy X

WSM Williams-Sonoma

Gordon Haskett

$205

Reiterated Not Bad X

WUBIX Wubistics

Jack Powers Capital

$27,803

Initiated Buy X

XGN Exagen

Craig Hallum

$12

Upgrades Neutral Buy X

ACI Albertsons

UBS

$27

Downgrades Buy Neutral X

ALG Alamo Group

DA Davidson

$225

Reiterated Buy X

AMZN Amazon

Needham

$220 $265

Resumed Equal-Weight X

AZTA Azenta

Stephens

$35

Resumed Overweight X

BLFS BioLife Solutions

Stephens

$30

Reiterated Outperform X

BOKF BOK Financial

Hovde Group

$110 $123

Initiated Buy X

CCL Carnival

TD Cowen

$36

Upgrades Sec Weight Overweight X

CLF Cleveland-Cliffs

KeyBanc Capital Markets

$14

Upgrades Neutral Outperform X

COO Cooper

BNP Paribas Exane

$92

Initiated Buy X

CORZ Core Scientific

Arete

$20

Resumed Overweight X

CYRX Cryoport

Stephens

$13

Downgrades Overweight Neutral X

DINO HF Sinclair

Piper Sandler

$51

Initiated Buy X

ELMD Electromed

Roth Capital

$29

Downgrades Buy Hold X

FTV Fortive

Melius

$62

Resumed Buy X

FWONK Formula One Group C

Goldman

$120

Downgrades Buy Hold X

GHLD Guild Holdings

Jefferies

$20

Resumed Buy X

INDV Indivior

Jefferies

$20

Initiated Buy X

INFU InfuSystem

Roth Capital

$12

Initiated Hold X

INTC Intel

Loop Capital

$25

Downgrades Overweight Neutral X

LULU lululemon athletica

JP Morgan

$224

Initiated Buy X

LUNR Intuitive Machines

Craig Hallum

$17

Downgrades Outperform Neutral X

MAS Masco

Robert W. Baird

$70

Reiterated Buy X

MSFT Microsoft

Citigroup

$605 $613

Reiterated Overweight X

MTZ MasTec

JP Morgan

$180 $214

Initiated Buy X

NCLH Norwegian Cruise Line

TD Cowen

$31

Downgrades Overweight Underweight X

NNN NNN REIT

Barclays

$44

Downgrades Strong Buy Outperform X

ONON On

Raymond James

$66

Upgrades Neutral Buy X

PHM PulteGroup

Seaport Research Partners

$155

Initiated Buy X

RCL Royal Caribbean

TD Cowen

$405

Downgrades Overweight Neutral X

REPL Replimune

JP Morgan

$9

Downgrades Outperform Mkt Perform X

REPL Replimune

Leerink Partners

$3

Downgrades Overweight Neutral X

REPL Replimune

Piper Sandler

$3

Downgrades Outperform Neutral X

REPL Replimune

Wedbush

$4

Resumed Overweight X

RGEN Repligen

Stephens

$160

Downgrades Buy Hold X

SHOP Shopify

Loop Capital

$120

Downgrades Overweight Eq Weight X

SRPT Sarepta Therapeutics

Barclays

$18

Upgrades Neutral Outperform X

STM STMicroelectronics

Robert W. Baird

$50

Resumed Overweight X

TECH Bio-Techne

Stephens

$65

Upgrades Neutral Buy X

TIGR UP Fintech

Citigroup

$14

Reiterated Buy X

TOST Toast

Truist

$48 $50

Upgrades Neutral Buy X

UNFI United Natural Foods

Northcoast

$36

Downgrades Buy Hold X

VLO Valero Energy

TD Cowen

$140

Downgrades Neutral Underweight X

WASH Washington Trust

Piper Sandler

$28

Upgrades Underweight Eq Weight X

ZIMV ZimVie

Barclays

$19

Upgrades Underperform Hold X

ZION Zions Bancorp

Jefferies

$60

Initiated Underweight X

ACI Albertsons

Barclays

$19

Initiated Hold X

ADSK Autodesk

Loop Capital

$320

Initiated Outperform X

AFRM Affirm

Oppenheimer

$80

Initiated Neutral X

AGX Argan

JP Morgan

$220

Initiated Buy X

ALNY Alnylam Pharma

Truist

$385

Reiterated Outperform X

AMZN Amazon

Robert W. Baird

$220 $244

Initiated Buy X

AREN The Arena Group

Lake Street

$10

Upgrades Hold Buy X

AVAH Aveanna

Jefferies

$6

Initiated Buy X

AVPT AvePoint

Jefferies

$22

Initiated Buy X

BBIO BridgeBio Pharma

Truist

$66

Resumed Hold X

BIIB Biogen

Truist

$142

Initiated Neutral X

CLS Celestica

Citigroup

$172

Downgrades Buy Hold X

CNC Centene

TD Cowen

$33

Initiated Buy X

CNTA Centessa Pharmaceuticals

Truist

$30

Upgrades Hold Buy X

CSX CSX

TD Cowen

$45

Downgrades Sec Outperform Neutral X

CWEN Clearway Energy

CIBC

$35

Initiated Mkt Outperform X

CWK Cushman & Wakefield

Citizens JMP

$15

Upgrades Eq Weight Overweight X

DLTR Dollar Tree

Barclays

$138

Reiterated Overweight X

DLTR Dollar Tree

JP Morgan

$111 $138

Downgrades Outperform Neutral X

DNUT Krispy Kreme

BNP Paribas Exane

$3.50

Upgrades Underweight Eq-Weight X

ETSY Etsy

Morgan Stanley

$50

Reiterated Market Perform X

FFIN First Financial Bankshares

Hovde Group

$38 $39

Upgrades Sec Perform Sec Outperform X

GLOB Globant

Scotiabank

$115

Downgrades Buy Hold X

GLPI Gaming and Leisure Properties

Stifel

$51.25

Initiated Buy X

GM General Motors

The Benchmark Company

$65

Initiated Buy X

HRMY Harmony Biosciences

Truist

$48

Initiated Buy X

IRON Disc Medicine

Truist

$86

Upgrades Hold Buy X

IVZ Invesco

TD Cowen

$25

Initiated Mkt Outperform X

JCAP Jefferson Capital

Citizens JMP

$23

Initiated Buy X

JCAP Jefferson Capital

Jefferies

$29

Initiated Outperform X

JCAP Jefferson Capital

Keefe Bruyette

$22

Initiated Outperform X

JCAP Jefferson Capital

Raymond James

$19

Initiated Buy X

JCAP Jefferson Capital

Truist

$24

Upgrades Underperform Neutral X

KEYS Keysight

BofA Securities

$175

Initiated Equal Weight X

KR Kroger

Barclays

$75

Initiated Buy X

NBIX Neurocrine Biosciences

Truist

$163

Initiated Mkt Outperform X

NMRK Newmark Group

Citizens JMP

$17

Upgrades Hold Buy X

NSC Norfolk Southern

TD Cowen

$323

Initiated Equal-Weight X

PCTY Paylocity

Stephens

$200

Upgrades Eq-Weight Overweight X

PINS Pinterest

Morgan Stanley

$45

Downgrades Buy Hold X

RCL Royal Caribbean

Truist

$337

Initiated Equal Weight X

SFM Sprouts Farmers Market

Barclays

$173

Initiated Neutral X

SRAD Sportradar Group AG

Goldman

$31

Downgrades Buy Hold X

SRPT Sarepta Therapeutics

Deutsche Bank

$9

Downgrades Outperform Mkt Perform X

SRPT Sarepta Therapeutics

Leerink Partners

$10

Downgrades Outperform Neutral X

SRPT Sarepta Therapeutics

Mizuho

$14

Downgrades Buy Neutral X

SRPT Sarepta Therapeutics

UBS

$12

Initiated Outperform X

TDUP thredUP

Northland Capital

$9

Downgrades Eq Weight Underweight X

TGT Target

Barclays

$91

Downgrades Outperform Sec Perform X

TIXT TELUS Digital

National Bank Financial

$4

Downgrades Overweight Eq-Weight X

TX Ternium S.A.

Morgan Stanley

$34

Reiterated Buy X

UAL United Airlines

TD Cowen

$101 $127

Upgrades Hold Buy X

ABT Abbott Labs

Jefferies

$145

Initiated Buy X

AKTX Akari Therapeutics

Maxim Group

$5

Resumed Buy X

AVDL Avadel Pharmaceuticals

H.C. Wainwright

$22

Downgrades Buy Hold X

AXTA Axalta Coating Systems

Deutsche Bank

$32

Downgrades Buy Neutral X

BXC BlueLinx

DA Davidson

$80

Upgrades In-line Outperform X

CFG Citizens Financial Group

Evercore ISI

$55

Initiated Overweight X

CFLT Confluent

Stephens

$31

Downgrades Buy Hold X

CLSD Clearside Biomedical

Stifel

$2

Initiated Hold X

CLVT Clarivate

Jefferies

$4.50

Downgrades Buy Hold X

CLVT Clarivate

Jefferies

$4.50

Upgrades Mkt Perform Outperform X

CMG Chipotle Mexican Grill

BMO Capital Markets

$65

Upgrades Neutral Buy X

CTSH Cognizant Tech

Guggenheim

$90

Initiated Overweight X

DOMO Domo

Stephens

$19

Initiated Buy X

DQ Daqo New Energy

Citigroup

$27

Downgrades Outperform Mkt Perform X

ELV Elevance Health

Leerink Partners

$310

Reiterated Outperform X

HUBS HubSpot

BMO Capital Markets

$735 $650

Resumed Overweight X

KMB Kimberly-Clark

Piper Sandler

$144

Initiated Buy X

MAC Macerich

Ladenburg Thalmann

$25

Downgrades Buy Hold X

MATX Matson

Jefferies

$115

Initiated Outperform X

MCS Marcus

Wedbush

$24

Initiated Equal-Weight X

MDB MongoDB

Stephens

$247

Resumed Equal-Weight X

MODG Topgolf Callaway Brands

Morgan Stanley

$9.50

Upgrades Sec Weight Overweight X

MTRN Materion

KeyBanc Capital Markets

$112

Downgrades Overweight Eq Weight X

OI O-I Glass

Wells Fargo

$15

Initiated Outperform X

PPTA Perpetua Resources

RBC Capital Mkts

$23

Downgrades Outperform In-line X

REXR Rexford Industrial Realty

Evercore ISI

$38

Initiated Buy X

S SentinelOne

Rosenblatt

$24

Initiated Buy X

SKT Tanger Factory

Ladenburg Thalmann

$35

Initiated Overweight X

SNOW Snowflake

Stephens

$261

Upgrades Mkt Perform Outperform X

SNV Synovus

Keefe Bruyette

$65

Upgrades Mkt Perform Outperform X

SNV Synovus

Raymond James

$62

Initiated Buy X

SPG Simon Properties

Ladenburg Thalmann

$225

Resumed Market Perform X

SSRM SSR Mining

BMO Capital Markets

$13.50

Initiated Neutral X

STBA S&T Bancorp

Piper Sandler

$42

Initiated Buy X

STOK Stoke Therapeutics

Jefferies

$30

Downgrades Buy Hold X

SYM Symbotic

Deutsche Bank

$51

Reiterated Market Perform X

TCBI Texas Capital

Hovde Group

$75 $95

Downgrades Neutral Underweight X

ABG Asbury Automotive

JP Morgan

$225

Upgrades Eq-Weight Overweight X

ACIW ACI Worldwide

Stephens

$60

Initiated Outperform X

ACN Accenture

Evercore ISI

$330

Resumed Buy X

AFRM Affirm

Deutsche Bank

$78

Resumed Hold X

BILL Bill.com

Deutsche Bank

$49

Upgrades Neutral Outperform X

BRX Brixmor Property

Mizuho

$29

Upgrades Neutral Overweight X

CARS Cars.com

JP Morgan

$14

Downgrades Outperform Neutral X

CCK Crown

Robert W. Baird

$105

Initiated Neutral X

CRWD CrowdStrike

Macquarie

$465

Upgrades Neutral Buy X

CSX CSX

BofA Securities

$42

Initiated Outperform X

CTSH Cognizant Tech

Evercore ISI

$100

Resumed Hold X

DLTR Dollar Tree

Jefferies

$106

Upgrades Mkt Perform Outperform X

ELAN Elanco Animal Health

Leerink Partners

$18

Initiated Buy X

EVTL Vertical Aerospace Group

Needham

$9

Upgrades Eq-Weight Overweight X

FOLD Amicus Therapeutics

Morgan Stanley

$108

Resumed Buy X

FOUR Shift4 Payments

Deutsche Bank

$120

Initiated Overweight X

FUTU Futu Holdings

Barclays

$176

Downgrades Overweight Neutral X

GPI Group 1 Auto

JP Morgan

$415

Initiated Market Perform X

HMY Harmony Gold

BMO Capital Markets

$16

Resumed Overweight X

HPE Hewlett Packard Enterprise

JP Morgan

$30

Initiated Buy X

KMX CarMax

The Benchmark Company

$75

Upgrades Underweight Eq Weight X

MCRI Monarch Casino & Resort

Wells Fargo

$89

Upgrades Hold Buy X

MDLZ Mondelez Int’l

Jefferies

$78

Initiated Buy X

MDXH MDxHealth SA

Craig Hallum

$8

Reiterated Neutral X

MNST Monster Beverage

UBS

$63 $64

Initiated Neutral X

NAMS NewAmsterdam Pharma

Goldman

$27

Initiated Sector Outperform X

ORCL Oracle

Scotiabank

$300

Downgrades Outperform In-line X

PGR Progressive

Evercore ISI

$275

Downgrades Outperform Mkt Perform X

PWR Quanta Services

BMO Capital Markets

$400

Resumed Hold X

PYPL PayPal

Deutsche Bank

$75

Initiated Buy X

REAL The RealReal

B. Riley Securities

$8

Downgrades Overweight Eq-Weight X

SAH Sonic Automotive

Stephens

$82

Initiated Sector Perform X

SBAC SBA Comm

Scotiabank

$252

Downgrades Hold Underperform X

SBUX Starbucks

Jefferies

$76

Downgrades Hold Underperform X

SHAK Shake Shack

Jefferies

$120

Upgrades Neutral Buy X

SHOO Steven Madden

Citigroup

$32

Downgrades Overweight Neutral X

TER Teradyne

JP Morgan

$102

Resumed Buy X

TOST Toast

Deutsche Bank

$54

Initiated Buy X

XAIR Beyond Air

D. Boral Capital

$11

Downgrades Outperform Mkt Perform X

ZTS Zoetis

Leerink Partners

$155

Initiated Buy X

ANGO AngioDynamics

Lake Street

$24

Initiated Neutral X

AXON Axon

UBS

$820

Downgrades Outperform Mkt Perform X

AXTA Axalta Coating Systems

BMO Capital Markets

$33

Reiterated Overweight X

BA Boeing

JP Morgan

$200 $230

Initiated Buy X

BYRN Byrna Technologies

Craig Hallum

$39

Reiterated Buy X

CCL Carnival

Citigroup

$30 $37

Downgrades Neutral Underperform X

CNC Centene

BofA Securities

$30

Upgrades Neutral Buy X

CVLT Commvault Systems

Guggenheim

$210

Upgrades Underperform Mkt Perform X

DEI Douglas Emmett

BMO Capital Markets

$17

Reiterated Buy X

DIS Walt Disney

UBS

$120 $138

Downgrades Buy Hold X

GDEN Golden Entertainment

Truist

$34

Upgrades Neutral Overweight X

GDS GDS Holdings

JP Morgan

$46

Downgrades Overweight Eq Weight X

GTLB GitLab

CapitalOne

$46

Initiated Outperform X

GTX Garrett Motion

BNP Paribas Exane

$14

Downgrades Buy Neutral X

HCA HCA

BofA Securities

$394

Reiterated Outperform X

HWC Hancock Whitney

Hovde Group

$65 $72

Upgrades Sec Weight Overweight X

J Jacobs Solutions

KeyBanc Capital Markets

$155

Initiated Buy X

KARO Karooooo Ltd.

Needham

$60

Downgrades Mkt Perform Underperform X

KRC Kilroy Realty

BMO Capital Markets

$35

Reiterated Buy X

META Meta Platforms

Canaccord Genuity

$825 $850

Resumed Buy X

MNKD Mannkind

H.C. Wainwright

$9

Resumed Hold X

MSA MSA Safety

Stifel

$182

Reiterated Overweight X

MSFT Microsoft

Cantor Fitzgerald

$512 $581

Reiterated Outperform X

MSFT Microsoft

Mizuho

$500 $540

Initiated Buy X

MSI Motorola Solutions

UBS

$490

Initiated Buy X

NG NovaGold Resources

Citigroup

$7

Reiterated Buy X

NVDA NVIDIA

Needham

$160 $200

Reiterated Ubiquitous X

PAPSX Paper Street Soap Company

Jack Powers Capital

$27,489

Upgrades Hold Buy X

PCH PotlatchDeltic

Truist

$52

Upgrades Underperform Neutral X

PLTR Palantir Technologies

Mizuho

$135

Downgrades Buy Neutral X

PSX Phillips 66

Citigroup

$130

Initiated Buy X

RBC RBC Bearings

Deutsche Bank

$480

Reiterated Overweight X

RBLX Roblox

JP Morgan

$120 $125

Upgrades Neutral Buy X

ROK Rockwell Automation

BofA Securities

$410

Upgrades Hold Buy X

RRR Red Rock Resorts

Truist

$67

Downgrades Neutral Underperform X

SEDG SolarEdge Technologies

BNP Paribas Exane

$17

Reiterated Overweight X

T AT&T

Morgan Stanley

$31 $32

Downgrades Overweight Eq Weight X

TEAM Atlassian

CapitalOne

$211

Initiated Buy X

TOI The Oncology Institute

B. Riley Securities

$6

Downgrades Neutral Underperform X

UHS Universal Health

BofA Securities

$185

Upgrades Underweight Eq Weight X

UNFI United Natural Foods

Wells Fargo

$26

Downgrades Buy Neutral X

VLO Valero Energy

Citigroup

$150

Downgrades Overweight Eq-Weight X

WCC Wesco

Stephens

$200

Initiated Buy X

WVE Wave Life Sciences

Citigroup

$16

Initiated Neutral X

ACDC ProFrac Holding

Piper Sandler

$8

Downgrades Overweight Neutral X

AESI Atlas Energy Solutions

Piper Sandler

$16

Initiated Buy X

ALKS Alkermes Plc

Goldman

$43

Initiated Buy X

AMBC Ambac

Truist

$10

Downgrades Eq-Weight Underweight X

AMP Ameriprise Financial

Morgan Stanley

$530

Upgrades Sell Hold X

AOSL Alpha and Omega Semi

Stifel

$25

Upgrades Neutral Overweight X

APG APi Group

JP Morgan

$42

Initiated Neutral X

BTU Peabody Energy

UBS

$14

Downgrades Overweight Neutral X

CARR Carrier Global

JP Morgan

$79

Initiated Outperform X

CASS Cass Information Systems (CASSQ)

Raymond James

$50

Downgrades Buy Neutral X

COOP Mr. Cooper Group

UBS

$156

Upgrades Neutral Overweight X

CRC California Resources

JP Morgan

$63

Upgrades Hold Buy X

CTOS Custom Truck One Source

Stifel

$7

Downgrades Buy Hold X

DASH DoorDash

Jefferies

$250

Upgrades Mkt Perform Strong Buy X

DINO HF Sinclair

Raymond James

$54

Initiated Equal-Weight X

ELS Equity Lifestyle Properties

Morgan Stanley

$67.50

Downgrades Overweight Neutral X

ENPH Enphase Energy

JP Morgan

$37

Downgrades Overweight Eq-Weight X

FCX Freeport-McMoRan

Morgan Stanley

$54

Initiated Mkt Outperform X

FOR Forestar

Citizens JMP

$30

Downgrades Buy Hold X

FTV Fortive

TD Cowen

$50

Initiated Buy X

GL Globe Life

Truist

$150

Reiterated Outperform X

GOOGL Alphabet A

BMO Capital Markets

$200 $208

Initiated Buy X

GTLB GitLab

Rosenblatt

$58

Initiated Neutral X

HP Helmerich & Payne

Piper Sandler

$20

Downgrades Neutral Sell X

IOVA Iovance Biotherapeutics

Goldman

$1

Initiated Buy X

JAZZ Jazz Pharma

Deutsche Bank

$152

Initiated Neutral X

LBRT Liberty Energy

Piper Sandler

$14

Initiated Buy X

LINK Interlink Electronics

Lake Street

$10

Downgrades Outperform In-line X

LUV Southwest Air

Evercore ISI

$40

Downgrades Strong Buy Outperform X

MPC Marathon Petroleum

Raymond James

$200

Reiterated Sell X

MSTR MicroStrategy d/b/a Strategy

Monness Crespi & Hardt

$175 $200

Initiated Underweight X

NBR Nabors Industries

Piper Sandler

$30

Initiated Overweight X

NESR National Energy Services Reunited

Piper Sandler

$11

Downgrades Eq-Weight Underweight X

NEXA Nexa Resources

Morgan Stanley

$5

Upgrades Underperform Buy X

NFG National Fuel Gas

BofA Securities

$107

Initiated Buy X

NTNX Nutanix

Goldman

$95

Downgrades Neutral Sell X

OSCR Oscar Health

UBS

$11

Upgrades Neutral Overweight X

OTIS Otis Worldwide

JP Morgan

$109

Initiated Overweight X

PDS Precision Drilling

Piper Sandler

$72

Initiated Neutral X

PTEN Patterson-UTI

Piper Sandler

$7

Initiated Neutral X

PUMP ProPetro

Piper Sandler

$7

Initiated Positive X

R Ryder System

Susquehanna

$215

Upgrades Sec Perform Outperform X

RMD ResMed

RBC Capital Mkts

$294

Initiated Neutral X

RNGR Ranger Energy Services

Piper Sandler

$13

Initiated Buy X

RVMD Revolution Medicines

Goldman

$65

Downgrades Overweight Eq-Weight X

RXST RxSight

Morgan Stanley

$9

Downgrades Eq-Weight Underweight X

SCCO Southern Copper

Morgan Stanley

$99

Initiated Buy X

SENS Senseonics

TD Cowen

$1.25

Upgrades Eq-Weight Overweight X

STE Steris

Morgan Stanley

$276

Initiated Equal-Weight X

SUI Sun Communities

Morgan Stanley

$135

Downgrades Overweight Eq-Weight X

TECK Teck Resources

Morgan Stanley

$44

Downgrades Buy Hold X

VG Venture Global

Deutsche Bank

$17

Upgrades Sell Neutral X

WMG Warner Music Group

Rothschild & Co Redburn

$30

Resumed Neutral X

WTBA West Bancorp

Piper Sandler

$21.50

Initiated Overweight X

WTTR Select Water Solutions

Piper Sandler

$15

Initiated Neutral X

XPRO Expro Group

Piper Sandler

$10

Upgrades Neutral Buy X

ZBH Zimmer Biomet

Roth Capital

$135

Downgrades Buy Hold X

AME Ametek

Melius

$192

Upgrades Neutral Buy X

AXL American Axle

UBS

$7

Initiated Buy X

BBIO BridgeBio Pharma

Jefferies

$70

Downgrades Overweight Neutral X

BBY Best Buy

Piper Sandler

$75

Upgrades Neutral Buy X

BFH Bread Financial

BTIG Research

$105

Initiated Buy X

CAI Caris Life Sciences

BofA Securities

$31

Initiated Buy X

CAI Caris Life Sciences

BTIG Research

$38

Initiated Buy X

CAI Caris Life Sciences

Citigroup

$34

Initiated Outperform X

CAI Caris Life Sciences

Evercore ISI

$33

Initiated Buy X

CAI Caris Life Sciences

Guggenheim

$32

Initiated Overweight X

CAI Caris Life Sciences

JP Morgan

$31

Initiated Buy X

CAI Caris Life Sciences

TD Cowen

$32

Initiated Outperform X

CAI Caris Life Sciences

Wolfe Research

$32

Initiated Hold X

CARG CarGurus

Gordon Haskett

$35

Initiated Hold X

CAVA CAVA Group

Melius

$95

Initiated Outperform X

CBIO Crescent Biopharma

Wedbush

$27

Downgrades Neutral Sell X

CHD Church & Dwight

Rothschild & Co Redburn

$83

Initiated Hold X

CMG Chipotle Mexican Grill

Melius

$60

Initiated Buy X

COIN Coinbase Global

Argus

$400

Downgrades Overweight Eq-Weight X

CRWD CrowdStrike

Morgan Stanley

$495

Resumed Overweight X

CTAS Cintas

JP Morgan

$239

Initiated Hold X

CVNA Carvana

Gordon Haskett

$329

Reiterated Buy X

DAL Delta Air Lines

TD Cowen

$55 $66

Initiated Hold X

DPZ Domino’s Pizza

Melius

$500

Initiated Hold X

DRI Darden Restaurants

Melius

$240

Initiated Equal-Weight X

DSGX Descartes

Morgan Stanley

$110

Downgrades Neutral Underperform X

ENLT Enlight Renewable Energy Ltd.

Mizuho

$21

Downgrades Outperform Neutral X

FLNC Fluence

Mizuho

$10

Initiated Buy X

GEN Gen Digital

B. Riley Securities

$46

Initiated Sector Outperform X

GOSS Gossamer Bio

Scotiabank

$11

Upgrades Hold Buy X

GPN Global Payments

TD Cowen

$84

Initiated Buy X

HLMN Hillman Solutions Corp.

Stifel

$9.50

Downgrades Outperform Neutral X

HSIC Henry Schein

Robert W. Baird

$72

Initiated Buy X

INSE Inspired Entertainment

BWS Financial

$20

Downgrades Eq Weight Underweight X

INTA Intapp

Barclays

$44

Initiated Buy X

INVA Innoviva

H.C. Wainwright

$40

Downgrades Buy Hold X

IR Ingersoll-Rand

Melius

$93

Upgrades Neutral Buy X

MA Mastercard

Seaport Research Partners

$616

Initiated Underweight X

MANH Manhattan Assoc

Morgan Stanley

$190

Initiated Sell X

MCD McDonald’s

Melius

$250

Upgrades Mkt Perform Outperform X

MVBF MVB Financial

Hovde Group

$28

Upgrades Neutral Outperform X

NCNO nCino

Robert W. Baird

$38

Downgrades Outperform Neutral X

NXT Nextracker

Mizuho

$65

Upgrades Eq Weight Overweight X

OHI Omega Health

Wells Fargo

$41

Downgrades Overweight Neutral X

OSCR Oscar Health

Piper Sandler

$14

Initiated Hold X

OTIS Otis Worldwide

Deutsche Bank

$109

Upgrades Mkt Perform Outperform X

PAY Paymentus

Raymond James

$84

Downgrades Outperform In-line X

PG Procter & Gamble

Evercore ISI

$170

Downgrades Neutral Sell X

PRG PROG Holdings

BTIG Research

$24

Resumed Neutral X

PROV Provident Fincl

Piper Sandler

$16.50

Initiated Buy X

QSR Restaurant Brands Int’l

Melius

$90

Initiated Mkt Outperform X

SGHC Super Group

Citizens JMP

$15

Downgrades Outperform Neutral X

SHLS Shoals Technologies

Mizuho

$7

Initiated Buy X

SHOP Shopify

Needham

$135

Resumed Neutral X

SOFI SoFi Technologies

Goldman

$19

Downgrades Overweight Neutral X

SOUN SoundHound AI

Piper Sandler

$12

Initiated Overweight X

SPSC SPS Commerce

Morgan Stanley

$180

Initiated Neutral X

STKS The ONE Group

Piper Sandler

$6

Upgrades Neutral Buy X

SYF Synchrony Financial

BTIG Research

$100

Initiated Neutral X

TRIP TripAdvisor

BofA Securities

$19

Initiated Buy X

TXRH Texas Roadhouse

Melius

$235

Resumed Underweight X

UNF UniFirst

JP Morgan

$175

Resumed Sell X

UPST Upstart

Goldman

$71

Upgrades Neutral Buy X

VC Visteon

UBS

$142

Initiated Hold X

WING Wingstop

Melius

$350

Initiated Buy X

YUM Yum! Brands

Melius

$200

Downgrades Overweight Eq-Weight X

ADC Agree Realty

Morgan Stanley

$75

Downgrades Neutral Sell X

ALB Albemarle

UBS

$57

Upgrades Neutral Outperform X

AMC AMC Entertainment

Wedbush

$4

Reiterated Overweight X

AMZN Amazon

JP Morgan

$240 $255

Reiterated Buy X

ANET Arista Networks

Citigroup

$112 $123

Downgrades Buy Hold X

ASLE AerSale

Truist

$6

Upgrades Hold Buy X

ATRO Astronics

Truist

$49

Downgrades Positive Neutral X

BYD Boyd Gaming

Susquehanna

$86

Reiterated Outperform X

CAKE Cheesecake Factory

Oppenheimer

$65 $75

Upgrades Neutral Outperform X

CNK Cinemark

Wedbush

$37

Upgrades Sell Neutral X

CRBG Corebridge Financial

UBS

$37

Upgrades Sec Perform Sec Outperform X

DHR Danaher

Scotiabank

$275

Downgrades Neutral Underperform X

EXPD Expeditors Intl

BofA Securities

$118

Upgrades Mkt Perform Outperform X

FBK FB Financial

Keefe Bruyette

$58

Downgrades Buy Neutral X

FCX Freeport-McMoRan

UBS

$50

Upgrades Underweight Eq Weight X

GOOS Canada Goose

Barclays

$14

Upgrades Hold Buy X

GXO GXO Logistics

Truist

$62

Downgrades Buy Hold X

HELE Helen of Troy

Canaccord Genuity

$26

Initiated Overweight X

HROW Harrow

Cantor Fitzgerald

$76

Downgrades Outperform Mkt Perform X

HWC Hancock Whitney

Keefe Bruyette

$63

Downgrades Sec Outperform Sec Perform X

ILMN Illumina

Scotiabank

$125

Initiated Overweight X

INVA Innoviva

Cantor Fitzgerald

$26

Upgrades Underweight Eq Weight X

IVZ Invesco

Wells Fargo

$18

Initiated Outperform X

JANX Janux Therapeutics

Raymond James

$65

Initiated Outperform X

JHX James Hardie

Robert W. Baird

$32

Initiated Buy X

KALA KALA BIO

Ladenburg Thalmann

$12

Resumed Buy X

KPTI Karyopharm Therapeutics

H.C. Wainwright

$27

Initiated Buy X

LEU Centrus Energy

Stifel

$220

Reiterated Outperform X

LEVI Levi Strauss

Telsey Advisory Group

$21 $24

Downgrades Buy Neutral X

MAA Mid-America Aptmt

Goldman

$165

Reiterated Buy X

MBLY Mobileye Global

TD Cowen

$18 $22

Downgrades Buy Hold X

NTR Nutrien

Jefferies

$66

Downgrades Mkt Perform Underperform X

NTRS Northern Trust

Keefe Bruyette

$120

Downgrades Eq Weight Underweight X

OSCR Oscar Health

Wells Fargo

$10

Downgrades Sec Outperform Sec Perform X

PSX Phillips 66

Scotiabank

$133

Resumed Buy X

REI Ring Energy

Alliance Global Partners

$2.50

Reiterated Buy X

SBUX Starbucks

Stifel

$92 $105

Initiated Outperform X

SLI Standard Lithium

Raymond James

$2.75

Upgrades Neutral Overweight X

SLM Sallie Mae

JP Morgan

$38

Initiated Hold X

SOFI SoFi Technologies

TD Cowen

$21

Upgrades Neutral Buy X

TEL TE Connectivity

Citigroup

$200

Upgrades Sec Perform Sec Outperform X

TMO Thermo Fisher

Scotiabank

$590

Initiated Buy X

TSHA Taysha Gene Therapies

BofA Securities

$8

Upgrades Hold Buy X

TXN Texas Instruments

TD Cowen

$245

Downgrades Buy Neutral X

UUUU Energy Fuels

Roth Capital

$6

Upgrades Neutral Buy X

VC Visteon

Goldman

$120

Upgrades Neutral Outperform X

VC Visteon

Robert W. Baird

$125