Initiated Overweight X

AVPT AvePoint

Stephens

$18

Upgrades Hold Buy X

BHP BHP Group

Argus

$68

Initiated Overweight X

CVLT Commvault Systems

Stephens

$162

Initiated Buy X

LIND Lindblad Expeditions

The Benchmark Company

$18

Downgrades Buy Hold X

MREO Mereo BioPharma

Jefferies

$0.50

Initiated Outperform X

RPT Rithm Property Trust

Wedbush

$4

Resumed Buy X

TATT TAT Technologies

Lake Street

$40 $53

Initiated Equal-Weight X

VRNS Varonis Systems

Stephens

$40

Reiterated Buy X

COIN Coinbase Global

Needham

$400 $290

Initiated Market Perform X

DIBS 1stdibs.com

Northland Capital

$7

Reiterated Outperform X

ENPH Enphase Energy

Northland Capital

$52 $62

Downgrades Outperform Mkt Perform X

FOLD Amicus Therapeutics

Leerink Partners

$14.50

Resumed Buy X

FTHM Fathom Holdings

Roth Capital

$2.50

Reiterated Buy X

HAS Hasbro

Jefferies

$90 $95

Reiterated Buy X

HOOD Robinhood Markets

Needham

$145 $135

Reiterated Dirty X

BRWDO Brawndo

Jack Powers Capital

$11,499

Initiated Buy X

ANNX Annexon

Chardan Capital Markets

$16

Initiated Hold X

BC Brunswick

Loop Capital

$74

Initiated Buy X

DY Dycom

Vertical Research

$420

Initiated Buy X

HZO MarineMax

Loop Capital

$29

Initiated Outperform X

LEVI Levi Strauss

Raymond James

$26

Initiated Buy X

MBUU Malibu Boats

Loop Capital

$34

Initiated Hold X

MCFT MasterCraft

Loop Capital

$21

Downgrades Overweight Eq Weight X

ACM Aecom Tech

Barclays

$100

Downgrades Eq Weight Underweight X

AGCO AGCO Corp

Barclays

$93

Initiated Overweight X

AJG Arthur J. Gallagher

Morgan Stanley

$300

Downgrades Strong Buy Outperform X

ALGT Allegiant Travel

Raymond James

$98

Downgrades Overweight Eq Weight X

APD Air Products

Wells Fargo

$250

Initiated Overweight X

AVAV AeroVironment

KeyBanc Capital Markets

$285

Reiterated Buy X

AZTA Azenta

Needham

$42 $44

Upgrades Mkt Perform Outperform X

BCSF Bain Capital Specialty Finance

Keefe Bruyette

$16

Downgrades Overweight Eq Weight X

CE Celanese

Wells Fargo

$45

Reiterated Underperform X

CELH Celsius

BofA Securities

$50 $45

Upgrades Eq Weight Overweight X

CMI Cummins

Barclays

$546

Downgrades Buy Hold X

ELV Elevance Health

Deutsche Bank

$320

Downgrades Overweight Eq Weight X

EMN Eastman Chemical

Wells Fargo

$70

Downgrades Buy Hold X

EXP Eagle Materials

Truist

$210

Reiterated Hold X

FCEL FuelCell Energy

TD Cowen

$7 $9

Reiterated Buy X

FDX FedEx

TD Cowen

$271 $313

Upgrades Eq Weight Overweight X

GNRC Generac

Wells Fargo

$195

Reiterated Buy X

GRMN Garmin

Tigress Financial

$305 $310

Downgrades Outperform Neutral X

HOWL Werewolf Therapeutics

Wedbush

$1

Resumed Buy X

INSM Insmed

Truist

$202

Initiated Overweight X

KTOS Kratos Defense and Security

KeyBanc Capital Markets

$90

Initiated Overweight X

LIVN LivaNova

KeyBanc Capital Markets

$81

Downgrades Overweight Neutral X

LMT Lockheed Martin

JP Morgan

$515

Downgrades Outperform Mkt Perform X

LNKB LINKBANCORP

Hovde Group

$9.25

Initiated Overweight X

LUNR Intuitive Machines

KeyBanc Capital Markets

$20

Downgrades Overweight Eq Weight X

LYB LyondellBasell

Wells Fargo

$45

Downgrades Neutral Underperform X

LYFT Lyft

Wedbush

$16

Reiterated Buy X

MNST Monster Beverage

BofA Securities

$77 $85

Reiterated Buy X

NKE NIKE

Needham

$78 $68

Reiterated Market Perform X

NKE NIKE

Telsey Advisory Group

$75 $72

Initiated Overweight X

OCS Oculis Holding AG

JP Morgan

$38

Upgrades Neutral Overweight X

PCAR PACCAR

JP Morgan

$133

Initiated Buy X

PFSI PennyMac

Jefferies

$160

Initiated Overweight X

PSN Parsons

Barclays

$70

Initiated Buy X

RKT Rocket Companies

Jefferies

$25

Upgrades Mkt Perform Outperform X

SFBS ServisFirst Bancshares

Hovde Group

$89

Upgrades Mkt Perform Mkt Outperform X

SYK Stryker

Citizens JMP

$440

Initiated Overweight X

SYNA Synaptics

Wells Fargo

$95

Initiated Buy X

TBLA Taboola

Rosenblatt

$6

Initiated Hold X

UWMC UWM Holdings

Jefferies

$5

Upgrades Eq Weight Overweight X

VLRS Volaris Aviation

Barclays

$11

Initiated Buy X

WD Walker & Dunlop

Jefferies

$75

Initiated Equal Weight X

AAL American Airlines

Wells Fargo

$17

Downgrades Buy Neutral X

ABM ABM Industries

UBS

$51

Initiated Buy X

AEP American Electric

Siebert Williams Shank

$137

Downgrades Outperform Neutral X

ARGX argenx

Robert W. Baird

$858

Reiterated Overweight X

AZO AutoZone

JP Morgan

$4850 $4100

Initiated Neutral X

BRO Brown & Brown

JP Morgan

$91

Downgrades Overweight Eq-Weight X

CNK Cinemark

Morgan Stanley

$28

Downgrades Outperform Neutral X

COLD Americold Realty Trust

Robert W. Baird

$13

Upgrades Mkt Perform Mkt Outperform X

CORZ Core Scientific

Citizens JMP

$30

Upgrades Neutral Buy X

CYTK Cytokinetics

Goldman

$95

Initiated Overweight X

DAL Delta Air Lines

Wells Fargo

$87

Resumed Buy X

DLR Digital Realty Trust

Goldman

$188

Upgrades Sell Neutral X

ENPH Enphase Energy

Goldman

$29

Downgrades Eq-Weight Underweight X

EPD Enterprise Products

Morgan Stanley

$34

Resumed Neutral X

EQIX Equinix

Goldman

$795

Downgrades Overweight Eq-Weight X

ET Energy Transfer

Morgan Stanley

$19

Downgrades Outperform Neutral X

EVRG Evergy

Mizuho

$76

Upgrades Neutral Overweight X

EW Edwards Lifesciences

JP Morgan

$100

Initiated Buy X

FHTX Foghorn Therapeutics

BTIG Research

$11

Upgrades Neutral Overweight X

FRT Federal Realty

JP Morgan

$114

Upgrades Neutral Overweight X

GBCI Glacier Bancorp

Piper Sandler

$58

Upgrades Neutral Overweight X

HP Helmerich & Payne

Piper Sandler

$35

Initiated Neutral X

IREN IREN Limited

Goldman

$39

Downgrades Neutral Underweight X

KW Kennedy Wilson

JP Morgan

$11

Downgrades Neutral Underperform X

LEN Lennar

BofA Securities

$95

Downgrades In-line Underperform X

LEN Lennar

Evercore ISI

$92

Downgrades Sec Perform Underperform X

LEN Lennar

RBC Capital Mkts

$95

Initiated Equal Weight X

LUV Southwest Air

Wells Fargo

$45

Upgrades Mkt Perform Outperform X

MAN Manpower

BMO Capital Markets

$44

Reiterated Outperform X

MBWM Mercantile Bank

Hovde Group

$53 $56

Upgrades Mkt Perform Outperform X

MRK Merck

BMO Capital Markets

$130

Upgrades Neutral Buy X

MU Micron

BofA Securities

$300

Reiterated Buy X

MU Micron

TD Cowen

$275 $300

Upgrades Underweight Overweight X

NBR Nabors Industries

Piper Sandler

$65

Upgrades Mkt Perform Outperform X

NMIH NMI Hldgs

Keefe Bruyette

$48

Downgrades Neutral Underweight X

O Realty Income

JP Morgan

$61

Initiated Buy X

OPTT Ocean Power Tech

H.C. Wainwright

$1.50

Upgrades Neutral Overweight X

PEN Penumbra

JP Morgan

$370

Upgrades Mkt Perform Outperform X

PMT PennyMac Mortgage

Keefe Bruyette

$13.50

Downgrades Overweight Neutral X

PSA Public Storage

JP Morgan

$301

Downgrades Eq-Weight Underweight X

PYPL PayPal

Morgan Stanley

$51

Downgrades Overweight Neutral X

REG Regency Centers

JP Morgan

$76

Upgrades Neutral Outperform X

RIVN Rivian Automotive

Robert W. Baird

$25

Upgrades Neutral Overweight X

RNGR Ranger Energy Services

Piper Sandler

$17

Upgrades Neutral Buy X

RTO Rentokil Initial plc

BofA Securities

$34

Downgrades Outperform Neutral X

SEE Sealed Air

Robert W. Baird

$42

Initiated Outperform X

SERV Serve Robotics

Oppenheimer

$20

Upgrades Underweight Neutral X

SHAK Shake Shack

JP Morgan

$90

Upgrades Neutral Buy X

SHW Sherwin-Williams

Citigroup

$390

Initiated Buy X

SITE SiteOne Landscape Supply

BofA Securities

$147

Upgrades Eq-Weight Overweight X

SPHR Sphere Entertainment Co.

Morgan Stanley

$105

Initiated Overweight X

UAL United Airlines

Wells Fargo

$145

Downgrades Neutral Underweight X

UDR UDR

JP Morgan

$40

Initiated Buy X

VERU Veru

Canaccord Genuity

$25

Reiterated Buy X

VFC V.F. Corp

Needham

$19 $21

Initiated Buy X

VPG Vishay Precision

Lake Street

$44

Initiated Buy X

VVV Valvoline

Roth Capital

$42

Downgrades Overweight Neutral X

WELL Welltower

JP Morgan

$205

Upgrades Eq-Weight Overweight X

WMG Warner Music Group

Morgan Stanley

$37

Downgrades Neutral Underweight X

XPRO Expro Group

Piper Sandler

$13

Upgrades Sec Perform Outperform X

ABNB Airbnb

RBC Capital Mkts

$170

Initiated Buy X

ADSK Autodesk

BTIG Research

$365

Initiated Buy X

AEHR Aehr Test Systems

Lake Street

$29

Initiated Buy X

AIR AAR Corp

Jefferies

$100

Upgrades Eq Weight Overweight X

ALLY Ally Financial

Wells Fargo

$52

Initiated Buy X

AMPL Amplitude

BTIG Research

$14

Initiated Overweight X

APGE Apogee Therapeutics

Stephens

$95

Downgrades Hold Underperform X

AVTR Avantor

Jefferies

$9

Downgrades Eq Weight Underweight X

BALY Bally’s Corporation

Barclays

$11

Downgrades Neutral Sell X

BF-B Brown-Forman

Citigroup

$27

Resumed Buy X

BRZE Braze

BTIG Research

$45

Reiterated Overweight X

CELH Celsius

Piper Sandler

$69 $61

Upgrades Sell Neutral X

CHD Church & Dwight

Citigroup

$87

Upgrades Hold Buy X

CHD Church & Dwight

Jefferies

$102

Downgrades Eq-Weight Underweight X

CLVT Clarivate

Morgan Stanley

$3

Initiated Buy X

COIN Coinbase Global

Deutsche Bank

$340

Upgrades Neutral Overweight X

COUR Coursera

JP Morgan

$12

Upgrades Neutral Sec Outperform X

CWEN Clearway Energy

CIBC

$38

Resumed Neutral X

CYBR CyberArk

JP Morgan

$474

Initiated Outperform X

DLO dLocal Limited

Itau BBA

$21

Initiated Buy X

DOCU DocuSign

BTIG Research

$88

Initiated Equal Weight X

EBC Eastern Bankshares

Barclays

$22

Initiated Neutral X

EOSE Eos Energy

JP Morgan

$16

Resumed Overweight X

FCF First Commonwealth

Piper Sandler

$21

Upgrades Underweight Eq-Weight X

FDS FactSet

Morgan Stanley

$307

Initiated Buy X

FOLD Amicus Therapeutics

Citigroup

$17

Initiated Buy X

FROG JFrog

BTIG Research

$83

Downgrades Neutral Underweight X

FTNT Fortinet

JP Morgan

$75

Upgrades Neutral Outperform X

GLPI Gaming and Leisure Properties

Mizuho

$50

Initiated Buy X

GTLB GitLab

BTIG Research

$52

Initiated Overweight X

GTX Garrett Motion

JP Morgan

$23

Upgrades Neutral Buy X

GWRE Guidewire Software

DA Davidson

$250

Upgrades Eq Weight Overweight X

H Hyatt Hotels

Barclays

$200

Initiated Buy X

HOOD Robinhood Markets

Truist

$155

Upgrades Sec Weight Overweight X

HRI Herc Holdings

KeyBanc Capital Markets

$200

Initiated Buy X

HUBS HubSpot

BTIG Research

$500

Initiated Overweight X

HWC Hancock Whitney

Barclays

$76

Initiated Equal Weight X

INDB Independent Bank

Barclays

$80

Initiated Outperform X

IONQ IonQ

Wedbush

$60

Initiated Buy X

IOT Samsara

BTIG Research

$88

Upgrades Hold Buy X

IVZ Invesco

Deutsche Bank

$31

Downgrades Buy Hold X

KDP Keurig Dr Pepper

Jefferies

$32

Initiated Buy X

MBUU Malibu Boats

Seaport Research Partners

$36

Downgrades Overweight Eq Weight X

MGM MGM Resorts

Barclays

$38

Initiated Buy X

MNDY Monday.com

BTIG Research

$210

Upgrades Eq-Weight Overweight X

MSI Motorola Solutions

Morgan Stanley

$436

Upgrades Neutral Outperform X

NJR NJ Resources

Mizuho

$54

Resumed Buy X

NOW ServiceNow

BTIG Research

$1000

Resumed Neutral X

NWBI Northwest Bancshares

Piper Sandler

$13

Resumed Buy X

PAYC Paycom Software

BTIG Research

$195

Initiated Buy X

PCOR Procore Technologies

BTIG Research

$88

Resumed Buy X

PCTY Paylocity

BTIG Research

$180

Upgrades Hold Buy X

PG Procter & Gamble

Jefferies

$179

Downgrades Outperform Mkt Perform X

PVH PVH

Telsey Advisory Group

$82

Initiated Outperform X

QBTS D-Wave Quantum

Wedbush

$35

Initiated Outperform X

RGTI Rigetti Computing

Wedbush

$35

Upgrades Eq-Weight Overweight X

ROL Rollins

Morgan Stanley

$72

Upgrades Neutral Overweight X

RXRX Recursion Pharmaceuticals

JP Morgan

$11

Downgrades Overweight Eq Weight X

SG Sweetgreen

Wells Fargo

$7

Upgrades Underweight Eq Weight X

SMMT Summit Therapeutics

Barclays

$18

Initiated Mkt Outperform X

SPOT Spotify

Citizens JMP

$800

Upgrades Neutral Overweight X

SQM Sociedad Quimica y Minera

JP Morgan

$79

Downgrades Buy Hold X

STZ Constellation Brands

Jefferies

$154

Resumed Buy X

TEAM Atlassian

BTIG Research

$220

Upgrades Underweight Eq Weight X

TNL Travel + Leisure Co

Barclays

$70

Upgrades Eq Weight Overweight X

TXRH Texas Roadhouse

Wells Fargo

$195

Resumed Buy X

TYL Tyler Tech

BTIG Research

$560

Upgrades Mkt Perform Outperform X

URBN Urban Outfitters

Telsey Advisory Group

$98

Initiated Buy X

VICR Vicor

Roth Capital

$115

Upgrades Mkt Perform Outperform X

VSCO Victoria’s Secret

Telsey Advisory Group

$66

Downgrades Buy Hold X

VTGN VistaGen

Jefferies

$0.90

Downgrades Buy Hold X

VTGN VistaGen

Stifel

$1

Resumed Buy X

VVV Valvoline

Jefferies

$40

Resumed Buy X

WDAY Workday

BTIG Research

$285

Initiated Buy X

WK Workiva

BTIG Research

$105

Resumed Overweight X

WSBC WesBanco Inc

Piper Sandler

$42

Downgrades Overweight Underweight X

WTRG Essential Utilities

Barclays

$38

Resumed Buy X

ZM Zoom Communications

BTIG Research

$105

Initiated Hold X

ACEL Accel Entertainment

Truist

$13

Initiated Neutral X

ACGL Arch Capital

Mizuho

$95

Upgrades Eq-Weight Overweight X

ACN Accenture

Morgan Stanley

$320

Downgrades Eq-Weight Underweight X

ADM ADM

Morgan Stanley

$50

Downgrades Hold Underperform X

ADP Automatic Data

Jefferies

$230

Initiated Underperform X

AFL Aflac

Mizuho

$104

Initiated Neutral X

AIG American Intl

Mizuho

$84

Upgrades Underweight Eq-Weight X

ALB Albemarle

Morgan Stanley

$147

Downgrades Overweight Eq-Weight X

ALL Allstate

Morgan Stanley

$215

Initiated Neutral X

AON Aon

Mizuho

$389

Initiated Buy X

APYX Apyx Medical

Roth Capital

$6

Downgrades Overweight Eq-Weight X

ATO Atmos Energy

Morgan Stanley

$172

Initiated Outperform X

AXS AXIS Capital

Mizuho

$133

Upgrades Eq-Weight Overweight X

BG Bunge

Morgan Stanley

$120

Initiated Neutral X

BRO Brown & Brown

Mizuho

$89

Initiated Neutral X

CB Chubb

Mizuho

$318

Upgrades Sell Buy X

CGNX Cognex

Goldman

$50

Upgrades Eq Weight Overweight X

CHRW C.H. Robinson

Barclays

$200

Downgrades Overweight Eq Weight X

CPRI Capri Holdings

Wells Fargo

$27

Initiated Buy X

CRH CRH Plc.

Longbow

$160

Downgrades Overweight Eq-Weight X

DCOM Dime Community

Stephens

$33

Downgrades Buy Hold X

DOC Healthpeak Properties

Jefferies

$17

Downgrades Buy Hold X

ESS Essex Property

Jefferies

$282

Initiated Buy X

EWBC East West Banc

Deutsche Bank

$133

Initiated Equal-Weight X

FRPT Freshpet

Morgan Stanley

$71

Upgrades Hold Buy X

FRT Federal Realty

Jefferies

$115

Downgrades Buy Hold X

GBIO Generation Bio

Jefferies

$5

Upgrades Neutral Outperform X

GBIO Generation Bio

Wedbush

$5.50

Upgrades Eq-Weight Overweight X

GD General Dynamics

Morgan Stanley

$408

Initiated Hold X

GSAT Globalstar

Deutsche Bank

$62

Initiated Outperform X

HIG Hartford Financial

Mizuho

$160

Upgrades Eq-Weight Overweight X

IDA IdaCorp

Morgan Stanley

$139

Initiated Buy X

IONQ IonQ

Jefferies

$100

Downgrades Neutral Sell X

ITW Illinois Tool Works

Goldman

$230

Upgrades Sec Perform Outperform X

JKHY Jack Henry

RBC Capital Mkts

$210

Initiated Buy X

JMIA Jumia

Craig Hallum

$18

Downgrades Buy Neutral X

JRVR James River Group

Compass Point

$7

Upgrades Neutral Overweight X

KLAC KLA Corporation

Cantor Fitzgerald

$1500

Upgrades Eq-Weight Overweight X

LHX L3Harris

Morgan Stanley

$367

Upgrades Neutral Buy X

LLY Eli Lilly

Daiwa Securities

$1230

Upgrades Underweight Eq-Weight X

LMND Lemonade

Morgan Stanley

$85

Downgrades Overweight Eq-Weight X

LMT Lockheed Martin

Morgan Stanley

$543

Downgrades Outperform Mkt Perform X

MC Moelis

Keefe Bruyette

$80

Upgrades Neutral Overweight X

MCHP Microchip

Cantor Fitzgerald

$85

Upgrades Neutral Buy X

MCO Moody’s

Goldman

$570

Initiated Outperform X

MET MetLife

Mizuho

$101

Reiterated Buy X

MU Micron

Needham

$200 $300

Upgrades Hold Buy X

OKTA Okta

Jefferies

$125

Resumed Equal-Weight X

OMC Omnicom

Morgan Stanley

$88

Initiated Buy X

ONDS Ondas Holdings

Stifel

$13

Upgrades Eq-Weight Overweight X

OUT OUTFRONT Media

Morgan Stanley

$28

Initiated Neutral X

PGR Progressive

Mizuho

$242

Initiated Outperform X

PODD Insulet

Evercore ISI

$370

Initiated Buy X

PRG PROG Holdings

B. Riley Securities

$50

Initiated Buy X

PROK ProKidney Corp.

H.C. Wainwright

$12

Initiated Outperform X

Q Qnity Electronics

Oppenheimer

$100

Initiated Hold X

RGTI Rigetti Computing

Jefferies

$30

Downgrades Outperform Neutral X

RMD ResMed

Robert W. Baird

$275

Initiated Neutral X

RNR RenaissanceRe

Mizuho

$281

Upgrades Sell Neutral X

ROK Rockwell Automation

Goldman

$448

Upgrades Underweight Overweight X

ROKU Roku

Morgan Stanley

$135

Upgrades Underweight Eq-Weight X

SEDG SolarEdge Technologies

Morgan Stanley

$33

Upgrades Mkt Perform Outperform X

SEIC SEI Investments

Keefe Bruyette

$97

Downgrades Overweight Eq-Weight X

SHLS Shoals Technologies

Morgan Stanley

$9.50

Downgrades Eq-Weight Underweight X

SO Southern

Morgan Stanley

$81

Upgrades Eq-Weight Overweight X

SR Spire

Morgan Stanley

$92

Initiated Mkt Outperform X

STXS Stereotaxis

Citizens JMP

$4

Upgrades Neutral Outperform X

TNDM Tandem Diabetes Care

Robert W. Baird

$30

Upgrades Sec Weight Overweight X

TRMB Trimble

KeyBanc Capital Markets

$99

Initiated Neutral X

TRV Travelers

Mizuho

$317

Upgrades Neutral Buy X

UBS UBS AG

BofA Securities

$60.30

Upgrades Underweight Eq Weight X

VSCO Victoria’s Secret

Wells Fargo

$45

Initiated Neutral X

WRB W.R. Berkley

Mizuho

$67

Initiated Outperform X

WTW Willis Towers Watson

Mizuho

$386

Downgrades Outperform Neutral X

ZBH Zimmer Biomet

Robert W. Baird

$100

Upgrades Neutral Outperform X

ZS Zscaler

Mizuho

$310