Downgrades Neutral Underperform X

AWR American States Water

BofA Securities

$85 $71

Upgrades Mkt Perform Outperform X

BAH Booz Allen Hamilton

Raymond James

$150

Downgrades Buy Hold X

BHF Brighthouse Financial

Jefferies

$64

Upgrades Sell Neutral X

CAT Caterpillar

UBS

$355 $385

Downgrades Buy Neutral X

CFR Cullen/Frost

DA Davidson

$138 $143

Downgrades Sec Outperform Sec Perform X

CMCSA Comcast

Scotiabank

$44.50

Initiated Buy X

CRSP CRISPR Therapeutics

H.C. Wainwright

$65

Downgrades Outperform Neutral X

CRWD CrowdStrike

Robert W. Baird

$390 $430

Downgrades Buy Hold X

CSX CSX

Loop Capital

$40 $34

Upgrades Neutral Buy X

DXCM Dexcom

Redburn Atlantic

$85 $115

Downgrades Buy Hold X

FDX FedEx

Loop Capital

$365 $283

Initiated Overweight X

FERG Ferguson plc

Morgan Stanley

$204

Upgrades Mkt Perform Outperform X

FISI Financial Inst.

Keefe Bruyette

$29 $34

Initiated Hold X

FOUR Shift4 Payments

Deutsche Bank

$120

Downgrades Outperform Neutral X

FTNT Fortinet

Robert W. Baird

$105 $112

Initiated Equal Weight X

GDDY GoDaddy

Wells Fargo

$198

Downgrades Buy Hold X

GXO GXO Logistics

Loop Capital

$71 $49

Initiated Hold X

IOT Samsara

Berenberg

$57

Resumed Neutral X

KEY KeyCorp

JP Morgan

$18.50

Downgrades Buy Neutral X

LCUT Lifetime Brands

DA Davidson

$11.50 $6.75

Downgrades Eq Weight Underweight X

LII Lennox Int’l

Wells Fargo

$630 $580

Downgrades Outperform Neutral X

NET Cloudflare

Robert W. Baird

$125 $140

Downgrades Buy Hold X

NSC Norfolk Southern

Loop Capital

$289 $256

Initiated Buy X

PAYO Payoneer

Deutsche Bank

$13

Downgrades Overweight Eq Weight X

PVH PVH

Wells Fargo

$130 $105

Initiated Outperform X

PWR Quanta Services

BMO Capital Markets

$338

Upgrades Neutral Buy X

SJW SJW

BofA Securities

$59 $55

Downgrades Buy Hold X

SPNS Sapiens Int’l

Jefferies

$36 $28

Upgrades Hold Buy X

SSNC SS&C Techs

Jefferies

$70 $94

Downgrades Overweight Neutral X

STZ Constellation Brands

Piper Sandler

$245 $200

Upgrades Neutral Outperform X

TPX Tempur Sealy Int’l

Wedbush

$67 $80

Downgrades Buy Neutral X

UMBF UMB Financial Corporation

Citigroup

$130 $127

Downgrades Hold Sell X

UNP Union Pacific

Loop Capital

$265 $200

Initiated Buy X

VERI Veritone

D. Boral Capital

$4.50

Initiated Underweight X

WIX Wix.com

Wells Fargo

$208

Downgrades Overweight Eq-Weight X

X U.S. Steel

Morgan Stanley

$39 $39

Upgrades Sec Weight Overweight X

ZG Zillow

KeyBanc Capital Markets

$100

Reiterated Underweight X

AAPL Apple

KeyBanc Capital Markets

$200

Downgrades Neutral Sell X

AFYA Afya

Citigroup

$18 $15

Upgrades Mkt Perform Outperform X

APD Air Products

Bernstein

$375

Initiated Mkt Outperform X

ATXS Astria Therapeutics

JMP Securities

$26

Upgrades Neutral Overweight X

AVY Avery Dennison

JP Morgan

$210 $205

Upgrades Hold Buy X

CHRW C.H. Robinson

Stifel

$113

Upgrades Neutral Sec Outperform X

CLS Celestica

CIBC

$150

Downgrades Buy Neutral X

CMCSA Comcast

BofA Securities

$50 $38

Upgrades Underperform Neutral X

CMCSA Comcast

Exane BNP Paribas

$35

Downgrades Buy Sell X

CTKB Cytek Biosciences

Goldman

$7 $4.50

Initiated Buy X

DAVE Dave, Inc.

Canaccord Genuity

$120

Upgrades Neutral Buy X

EA Electronic Arts

MoffettNathanson

$145

Upgrades Mkt Perform Outperform X

FRME First Merchants

Hovde Group

$50

Initiated Hold X

GPOR Gulfport Energy

TD Cowen

$185

Downgrades Neutral Underweight X

HSY Hershey Foods

Piper Sandler

$153 $120

Downgrades Buy Hold X

ITCI Intra-Cellular Therapies

Canaccord Genuity

$119 $132

Initiated Mkt Outperform X

KALV KalVista Pharmaceuticals

JMP Securities

$19

Upgrades Neutral Buy X

MA Mastercard

Monness Crespi & Hardt

$640

Downgrades Overweight Neutral X

MDLZ Mondelez Int’l

Piper Sandler

$70 $63

Downgrades Buy Neutral X

MGY Magnolia Oil & Gas

Goldman

$27 $26

Downgrades Buy Hold X

MUR Murphy Oil

Truist

$42 $31

Resumed Overweight X

NESR National Energy Services Reunited

Barclays

$16

Initiated In-line X

NNN NNN REIT

Evercore ISI

$42

Initiated Overweight X

ODD ODDITY Tech Ltd.

JP Morgan

$55

Downgrades Neutral Sell X

OXY Occidental Petro

Goldman

$54 $45

Upgrades Neutral Outperform X

PCTY Paylocity

Mizuho

$200 $235

Resumed Buy X

PLBY PLBY Group

ROTH MKM

$3

Initiated Buy X

SRTS Sensus Healthcare

Lake Street

$18

Upgrades Neutral Buy X

UGP Ultrapar Participacoes

Goldman

$4.10 $3.20

Downgrades Outperform Neutral X

UPS UPS

Robert W. Baird

$160 $130

Upgrades Hold Buy X

VIAV Viavi

Needham

$15

Initiated Neutral X

ZG Zillow

Robert W. Baird

$88

Upgrades Neutral Buy X

AKRO Akero Therapeutics

BofA Securities

$35 $63

Upgrades Underperform Buy X

BL BlackLine

BofA Securities

$50 $75

Upgrades Neutral Buy X

EAT Brinker

Northcoast

$215

Upgrades Neutral Buy X

ETR Entergy

Ladenburg Thalmann

$86.50

Upgrades Hold Buy X

EW Edwards Lifesciences

Stifel

$75 $90

Initiated Buy X

FHTX Foghorn Therapeutics

B. Riley Securities

$10

Downgrades Neutral Sell X

FND Floor & Decor

Goldman

$79

Upgrades Hold Buy X

GLW Corning

HSBC Securities

$51 $60

Initiated Buy X

KIND Nextdoor

Craig Hallum

$4

Downgrades Buy Hold X

KKR KKR

HSBC Securities

$173

Upgrades Hold Buy X

KO Coca-Cola

Jefferies

$69 $75

Initiated Buy X

KSCP Knightscope

H.C. Wainwright

$16

Downgrades Outperform Neutral X

LII Lennox Int’l

Mizuho

$675 $625

Upgrades Mkt Perform Outperform X

LRCX Lam Research

Bernstein

$85 $91

Upgrades Neutral Overweight X

LRCX Lam Research

Cantor Fitzgerald

$100

Upgrades Neutral Buy X

MELI MercadoLibre

New Street

$2000 $2300

Upgrades Hold Buy X

META Meta Platforms

The Benchmark Company

$820

Downgrades Buy Underperform X

MLNK MeridianLink

BofA Securities

$28 $18

Upgrades Sell Hold X

PCRX Pacira BioSciences

Truist

$8 $25

Downgrades Buy Underperform X

PD PagerDuty

BofA Securities

$23 $18

Upgrades Hold Buy X

PL Planet Labs

Craig Hallum

$7

Upgrades Sell Neutral X

RH RH

Goldman

$261 $374

Upgrades Mkt Perform Outperform X

SEIC SEI Investments

Raymond James

$99

Upgrades Mkt Perform Outperform X

VBTX Veritex Holdings

Hovde Group

$31.50

Downgrades Overweight Eq Weight X

VRTX Vertex Pharma

Wells Fargo

$460

Initiated Buy X

WOR Worthington Enterprises

Seaport Research Partners

$55

Upgrades Eq Weight Overweight X

BHF Brighthouse Financial

Barclays

$52 $85

Upgrades Neutral Outperform X

COIN Coinbase Global

Mizuho

$250 $290

Downgrades Buy Hold X

DDOG Datadog

Stifel

$165 $140

Downgrades Buy Hold X

DRIO DarioHealth

TD Cowen

$2 $1

Upgrades Hold Buy X

LPRO Open Lending

Needham

$7

Downgrades Outperform Neutral X

LPTX Leap Therapeutics

Robert W. Baird

$9 $1.25

Initiated Buy X

LRMR Larimar Therapeutics

Truist

$18

Downgrades Buy Neutral X

MRNA Moderna

Goldman

$99 $51

Initiated Outperform X

MSTR MicroStrategy

Mizuho

$515

Upgrades Eq-Weight Overweight X

NBTB NBT Bancorp

Stephens

$53

Upgrades Eq Weight Overweight X

NXT Nextracker

Barclays

$47 $60

Upgrades Hold Buy X

NXT Nextracker

Jefferies

$56

Initiated Underperform X

RIVN Rivian Automotive

Bernstein

$6.10

Upgrades Underperform Neutral X

SANM Sanmina

BofA Securities

$58 $92

Upgrades Hold Buy X

T AT&T

DZ Bank

$27

Downgrades Outperform Mkt Perform X

TCBX Third Coast Bancshares

Keefe Bruyette

$40 $42

Upgrades Mkt Perform Outperform X

TH Target Hospitality

Northland Capital

$15

Initiated Equal-Weight X

TIGO Millicom International Cellular

Morgan Stanley

$32

Upgrades Hold Buy X

VZ Verizon

DZ Bank

$40

Upgrades Neutral Buy X

WNEB Western New England Bancorp

Seaport Research Partners

$11

Upgrades Neutral Outperform X

ADSK Autodesk

Mizuho

$280 $400

Upgrades Sell Neutral X

AFRM Affirm

Compass Point

$20 $61

Initiated Sector Perform X

AHH Armada Hoffler Properties

Scotiabank

$11

Initiated Hold X

ALB Albemarle

Truist

$96

Downgrades Buy Hold X

AMD Advanced Micro Devices

Melius

$160 $129

Initiated Buy X

APLD Applied Digital Corporation

Compass Point

$10

Initiated Buy X

ARCT Arcturus Therapeutics

BTIG Research

$41

Initiated Buy X

CC Chemours

Truist

$27

Upgrades Eq-Weight Overweight X

CIB Bancolombia S.A.

Morgan Stanley

$40 $53

Upgrades Neutral Overweight X

CIEN Ciena

JP Morgan

$84 $88

Upgrades Neutral Outperform X

CSCO Cisco

Exane BNP Paribas

$72

Upgrades Eq-Weight Overweight X

ECL Ecolab

Morgan Stanley

$263 $280

Initiated Buy X

ELDN Eledon Pharmaceuticals

Guggenheim

$9

Initiated Outperform X

EMR Emerson

Daiwa Securities

$147

Initiated Hold X

ESI Element Solutions

Truist

$28

Downgrades Buy Hold X

ETN Eaton

Melius

$373

Initiated Buy X

INDV Indivior

Rodman & Renshaw

$16

Initiated Buy X

INMB INmune Bio

Rodman & Renshaw

$23

Downgrades Buy Hold X

JCI Johnson Controls

Melius

$95

Initiated Outperform X

MNMD MindMed

Evercore ISI

$23

Initiated Buy X

MTX Minerals Tech

Truist

$103

Initiated Hold X

OLN Olin

Truist

$38

Upgrades Hold Buy X

ROP Roper

TD Cowen

$535 $615

Initiated Market Perform X

SKT Tanger Factory

BMO Capital Markets

$36

Downgrades Buy Neutral X

SYF Synchrony Financial

Compass Point

$70

Initiated Buy X

TROX Tronox

Truist

$17

Downgrades Buy Hold X

TT Trane

Melius

$398

Initiated Buy X

VERA Vera Therapeutics

Goldman

$58

Downgrades Buy Hold X

VRT Vertiv

Melius

$125

Upgrades Eq Weight Overweight X

VSCO Victoria’s Secret

Barclays

$51 $53

Initiated Buy X

WLK Westlake Corporation

Truist

$168

Upgrades Hold Buy X

WTRG Essential Utilities

Jefferies

$41

Downgrades Overweight Eq Weight X

AEE Ameren

Barclays

$88 $95

Reiterated Buy X

AKRO Akero Therapeutics

H.C. Wainwright

$50 $72

Initiated Mkt Outperform X

AMT American Tower

JMP Securities

$225

Reiterated Outperform X

AMZN Amazon

Wedbush

$260 $280

Downgrades Buy Neutral X

APD Air Products

BofA Securities

$350

Upgrades Neutral Buy X

APLE Apple Hospitality REIT

BofA Securities

$16 $17

Upgrades Neutral Outperform X

APTV Aptiv

Robert W. Baird

$75 $82

Resumed Overweight X

ARES Ares Management

Barclays

$224

Reiterated Outperform X

AUB Atlantic Union Bankshares

Hovde Group

$47 $46

Reiterated Buy X

AXP American Express

Monness Crespi & Hardt

$330 $355

Downgrades Neutral Underperform X

BLMN Bloomin’ Brands

BofA Securities

$13

Reiterated Outperform X

BY Byline Bancorp

Hovde Group

$33 $34

Initiated Mkt Outperform X

CCI Crown Castle

JMP Securities

$115

Initiated Outperform X

CLSK CleanSpark

Keefe Bruyette

$19

Downgrades Overweight Eq-Weight X

COCO The Vita Coco Company

Stephens

$36

Initiated Outperform X

CORZ Core Scientific

Keefe Bruyette

$22

Upgrades Underweight Eq Weight X

DAN Dana Inc

Wells Fargo

$10 $16

Initiated Mkt Outperform X

DBRG DigitalBridge

JMP Securities

$16

Downgrades Buy Neutral X

DHI D.R. Horton

BofA Securities

$160 $150

Initiated Mkt Outperform X

DLR Digital Realty Trust

JMP Securities

$220

Downgrades Outperform Neutral X

EA Electronic Arts

Exane BNP Paribas

$125

Reiterated Buy X

ENPH Enphase Energy

TD Cowen

$120 $100

Initiated Mkt Outperform X

EQIX Equinix

JMP Securities

$1200

Upgrades Eq-Weight Overweight X

EXEL Exelixis

Morgan Stanley

$30 $40

Downgrades Mkt Perform Underperform X

FMCC Freddie Mac

Keefe Bruyette

$4 $4.50

Downgrades Mkt Perform Underperform X

FNMA Fannie Mae

Keefe Bruyette

$3 $4

Reiterated Market Perform X

FULT Fulton Fincl

Hovde Group

$22 $22.50

Initiated Mkt Outperform X

GDS GDS Holdings

JMP Securities

$35

Initiated Buy X

GFL GFL Environmental

Citigroup

$53

Downgrades Buy Neutral X

GOLD Barrick

BofA Securities

$21 $18

Reiterated Buy X

GOOGL Alphabet A

Needham

$210 $225

Upgrades Neutral Overweight X

IPG Interpublic

JP Morgan

$32 $39

Reiterated Buy X

LNG Cheniere Energy

TD Cowen

$242 $250

Reiterated Market Perform X

MBCN Middlefield Banc

Hovde Group

$28 $25

Reiterated Outperform X

MCB Metropolitan Bank

Hovde Group

$75 $83.50

Reiterated Market Perform X

MOFG MidWestOne Financial Group

Hovde Group

$30 $33.50

Initiated Buy X

MRVL Marvell

Melius

$188

Downgrades Overweight Eq-Weight X

NTLA Intellia Therapeutics

Morgan Stanley

$56 $11

Reiterated Outperform X

OCFC OceanFirst Finl

Hovde Group

$23 $22

Downgrades Overweight Eq Weight X

PEG Public Service

Barclays

$88 $84

Downgrades Neutral Sell X

PLUG Plug Power

Seaport Research Partners

$1

Upgrades Hold Buy X

PTLO Portillo’s

Stifel

$13 $16

Upgrades Neutral Overweight X

QRVO Qorvo

Piper Sandler

$85 $110

Reiterated Market Perform X

RBCAA Republic Bancorp

Hovde Group

$72 $70

Upgrades Neutral Buy X

RDW Redwire Corporation

B. Riley Securities

$9.50 $27

Downgrades Buy Underperform X

RLI RLI Corp

Jefferies

$95 $61

Downgrades Overweight Eq Weight X

RNG RingCentral

Barclays

$45 $37

Upgrades Hold Buy X

SB Safe Bulkers

DNB Markets

$4.20

Initiated Mkt Outperform X

SBAC SBA Comm

JMP Securities

$250

Reiterated Buy X

SBUX Starbucks

Stifel

$110 $114

Reiterated Outperform X

SPFI South Plains Financial

Hovde Group

$46 $47

Upgrades Neutral Overweight X

SRCE 1st Source Corp

Piper Sandler

$70 $72.50

Upgrades Neutral Buy X

SSB South State

Citigroup

$106 $128

Upgrades Hold Buy X

SWBI Smith & Wesson Brands

Lake Street

$13

Upgrades Neutral Outperform X

TITN Titan Machinery

Robert W. Baird

$14 $25

Upgrades Underperform Buy X

TNL Travel + Leisure Co

BofA Securities

$40 $60

Upgrades Neutral Buy X

TTWO Take-Two

UBS

$175 $230

Upgrades Neutral Buy X

TWLO Twilio

Goldman

$77 $185

Reiterated Buy X

TWLO Twilio

Monness Crespi & Hardt

$135 $152

Initiated Outperform X

VITL Vital Farms

Telsey Advisory Group

$52

Resumed Neutral X

VST Vistra Corp.

BofA Securities

$206

Upgrades Sec Perform Sec Outperform X

WM Waste Mgmt

Scotiabank

$225 $250

Reiterated Buy X

AAPL Apple

BofA Securities

$256 $253

Resumed Buy X

ACI Albertsons

Citigroup

$26

Reiterated Buy X

ALC Alcon

Needham

$108 $106

Reiterated Buy X

ALK Alaska Air

TD Cowen

$85 $110

Upgrades Eq-Weight Overweight X

AMH American Homes 4 Rent

Morgan Stanley

$39 $40

Downgrades Overweight Eq-Weight X

AN AutoNation

Stephens

$200 $192

Upgrades Eq Weight Overweight X

APD Air Products

Barclays

$315 $365

Initiated Hold X

ARHS Arhaus

Loop Capital

$12

Downgrades Overweight Eq-Weight X

AVB AvalonBay

Morgan Stanley

$236 $223

Upgrades Mkt Perform Outperform X

BFST Business First Bancshares

Hovde Group

$31.50 $33

Downgrades Strong Buy Outperform X

CBRE CBRE Group

Raymond James

$155 $152

Downgrades Neutral Underweight X

CF CF Industries

JP Morgan

$82 $75

Initiated Buy X

DOCN DigitalOcean

Citigroup

$45

Initiated Hold X

DUOL Duolingo

Jefferies

$370

Downgrades Buy Neutral X

EDU New Oriental Education & Technology

Citigroup

$50

Downgrades Buy Hold X

FCX Freeport-McMoRan

Jefferies

$48 $40

Reiterated Buy X

FL Foot Locker

Needham

$25 $24

Initiated Neutral X

INDI indie Semiconductor

UBS

$4.50

Downgrades Overweight Eq-Weight X

INVH Invitation Homes

Morgan Stanley

$39 $35

Upgrades Eq Weight Overweight X

IPG Interpublic

Barclays

$32 $36

Initiated Overweight X

IRDM Iridium Communications

Cantor Fitzgerald

$40

Resumed Neutral X

KR Kroger

Citigroup

$61

Initiated In-line X

MAA Mid-America Aptmt

Evercore ISI

$155

Upgrades Eq-Weight Overweight X

MAA Mid-America Aptmt

Morgan Stanley

$159.50 $168

Reiterated Buy X

MCHP Microchip

B. Riley Securities

$93 $85

Upgrades Sec Perform Outperform X

MGA Magna

RBC Capital Mkts

$41 $52

Upgrades Mkt Perform Outperform X

NFLX Netflix

Bernstein

$975 $1200

Reiterated Buy X

ON ON Semiconductor

B. Riley Securities

$100 $90

Reiterated Buy X

OSIS OSI Systems

B. Riley Securities

$180 $221

Upgrades Sec Weight Overweight X

OSK Oshkosh

KeyBanc Capital Markets

$113

Initiated Outperform X

PARR Par Pacific

Raymond James

$25

Initiated Overweight X

PL Planet Labs

Cantor Fitzgerald

$6.30

Downgrades Overweight Neutral X

PVH PVH

JP Morgan

$149 $113

Initiated Buy X

PWR Quanta Services

BofA Securities

$407

Upgrades Neutral Buy X

QSR Restaurant Brands Int’l

Guggenheim

$74 $71

Resumed Overweight X

RDW Redwire Corporation

Cantor Fitzgerald

$28

Upgrades Hold Buy X

SGHC Super Group

Canaccord Genuity

$5 $10

Upgrades Hold Buy X

SHW Sherwin-Williams

Berenberg

$321 $420

Upgrades Hold Buy X

STLD Steel Dynamics

Jefferies

$125 $145

Initiated Outperform X

TOST Toast

Oppenheimer

$46

Initiated Buy X

TRMK Trustmark

Janney

$42

Upgrades Neutral Overweight X

TRV Travelers

Piper Sandler

$259 $310

Upgrades Neutral Outperform X

TWLO Twilio

Robert W. Baird

$115 $160

Downgrades Buy Neutral X

TXT Textron

BofA Securities

$110 $85

Reiterated Buy X

UAL United Airlines

TD Cowen

$142 $165

Reiterated Buy X

UNP Union Pacific

TD Cowen

$245 $258

Reiterated Overweight X

V Visa

Piper Sandler

$322 $368

Initiated Neutral X

VSAT Viasat

Cantor Fitzgerald

$12

Initiated Overweight X

WRD WeRide

JP Morgan

$21

Upgrades Neutral Buy X

XP XP

UBS

$19 $16

Reiterated Buy X

AAPL Apple

Goldman

$286 $280

Initiated Market Perform X

AFL Aflac

BMO Capital Markets

$111

Downgrades Sec Outperform Sec Perform X

AMH American Homes 4 Rent

Scotiabank

$38

Upgrades Underweight Neutral X

APTV Aptiv

Piper Sandler

$53 $65

Upgrades Sec Weight Overweight X

BOOT Boot Barn Holdings

KeyBanc Capital Markets

$190

Reiterated Overweight X

CELH Celsius

Piper Sandler

$47 $33

Initiated Market Perform X

CNO CNO Financial

BMO Capital Markets

$38

Initiated Outperform X

CRBG Corebridge Financial

BMO Capital Markets

$43

Downgrades Buy Hold X

CWST Casella Waste

Jefferies

$115 $113

Upgrades Neutral Overweight X

DCOM Dime Community

Piper Sandler

$36 $38

Downgrades Outperform Mkt Perform X

EA Electronic Arts

BMO Capital Markets

$160 $145

Downgrades Buy Neutral X

EA Electronic Arts

BofA Securities

$170 $130

Reiterated Outperform X

EQBK Equity Bancshares

Hovde Group

$56 $57

Initiated Outperform X

EQH Equitable Holdings

BMO Capital Markets

$70

Reiterated Buy X

ETON Eton Pharmaceuticals

H.C. Wainwright

$17 $33

Initiated Overweight X

EXAS Exact Sciences

Barclays

$70

Reiterated Outperform X

FCCO First Community

Hovde Group

$28 $29

Upgrades Outperform Strong Buy X

FCCO First Community

Raymond James

$27 $30

Initiated Overweight X

GH Guardant Health

Barclays

$60

Initiated Market Perform X

GL Globe Life

BMO Capital Markets

$114

Downgrades Neutral Underweight X

GOLF Acushnet

JP Morgan

$69 $64

Initiated Buy X

GWRE Guidewire Software

Goldman

$210

Reiterated Neutral X

HOG Harley-Davidson

Citigroup

$34 $31

Reiterated Hold X

HSY Hershey Foods

Deutsche Bank

$184 $148

Reiterated Buy X

KNX Knight-Swift

TD Cowen

$62 $65

Reiterated Overweight X

KO Coca-Cola

Piper Sandler

$74 $73

Downgrades Outperform Mkt Perform X

LBTYA Liberty Global

Bernstein

$24.70 $12.40

Upgrades Underweight Eq-Weight X

LOGI Logitech Int’l SA

Morgan Stanley

$92

Initiated Market Perform X

MET MetLife

BMO Capital Markets

$97

Reiterated Buy X

META Meta Platforms

BofA Securities

$660 $710

Upgrades Peer Perform Outperform X

NFLX Netflix

Wolfe Research

$1100

Initiated Overweight X

NTRA Natera

Barclays

$200

Upgrades Hold Buy X

OPCH Option Care Health

Jefferies

$26 $35

Resumed Buy X

OWL Blue Owl Capital

Citigroup

$30

Initiated Market Perform X

PFG Principal Fincl

BMO Capital Markets

$93

Reiterated Outperform X

PLTR Palantir Technologies

Wedbush

$75 $90

Initiated Market Perform X

PRI Primerica

BMO Capital Markets

$311

Initiated Underperform X

PRU Prudential

BMO Capital Markets

$101

Upgrades Sec Weight Overweight X

RVLV Revolve Group

KeyBanc Capital Markets

$37

Downgrades Overweight Neutral X

SAM Boston Beer Co

Piper Sandler

$370 $275

Upgrades Reduce Hold X

TEL TE Connectivity

HSBC Securities

$166

Upgrades Neutral Overweight X

TRUP Trupanion

Piper Sandler

$57

Initiated Outperform X

UNM Unum Group

BMO Capital Markets

$91

Downgrades Buy Sell X

VEEV Veeva Systems

Goldman

$261 $200

Initiated Market Perform X

XPOF Xponential Fitness

Northland Capital

$17.50

Downgrades Buy Hold X

XRAY Dentsply Sirona

Jefferies

$30 $20

Initiated Buy X

ABSI Absci Corporation

Needham

$9

Initiated Equal-Weight X

ACVA ACV Auctions

Stephens

$20.50

Initiated Buy X

APG APi Group

Truist

$45

Downgrades Buy Hold X

CELH Celsius

TD Cowen

$40 $29

Upgrades Hold Buy X

CRNC Cerence

Needham

$16

Upgrades Hold Buy X

CRNX Crinetics Pharmaceuticals

Jefferies

$55

Initiated Buy X

CYTK Cytokinetics

Stifel

$80

Initiated Buy X

DAKT Daktronics

Craig Hallum

$26

Resumed Buy X

DIS Walt Disney

Citigroup

$125

Upgrades Mkt Perform Outperform X

DRI Darden Restaurants

Bernstein

$180 $215

Downgrades Overweight Neutral X

EDU New Oriental Education & Technology

JP Morgan

$85 $50

Downgrades Outperform Underperform X

EDU New Oriental Education & Technology

Macquarie

$44

Downgrades Overweight Eq-Weight X

EDU New Oriental Education & Technology

Morgan Stanley

$83 $52

Downgrades Overweight Eq-Weight X

ELV Elevance Health

Stephens

$520 $440

Initiated Hold X

EWTX Edgewise Therapeutics

Stifel

$30

Downgrades Overweight Eq Weight X

F Ford Motor

Barclays

$13 $11

Downgrades Buy Hold X

FLNC Fluence

Jefferies

$22 $15

Reiterated Neutral X

GOOGL Alphabet A

Cantor Fitzgerald

$215 $210

Downgrades Buy Hold X

HEPS Hepsiburada

HSBC Securities

$3.50

Initiated Equal-Weight X

KAR OPENLANE

Stephens

$20

Upgrades Mkt Perform Outperform X

MBWM Mercantile Bank

Hovde Group

$54

Reiterated Overweight X

META Meta Platforms

Cantor Fitzgerald

$730 $720

Upgrades Eq Weight Overweight X

MMM 3M

Wells Fargo

$140 $170

Downgrades Eq-Weight Underweight X

MUR Murphy Oil

Morgan Stanley

$37

Upgrades Hold Buy X

NDSN Nordson

Loop Capital

$255 $280

Upgrades Underweight Eq Weight X

NFLX Netflix

Barclays

$715 $900

Upgrades Hold Buy X

NFLX Netflix

Canaccord Genuity

$940 $1150

Reiterated Outperform X

NFLX Netflix

Oppenheimer

$1040 $1150

Reiterated Buy X

NFLX Netflix

Pivotal Research Group

$1100 $1250

Upgrades Neutral Buy X

NFLX Netflix

Rosenblatt

$1494

Initiated Buy X

OFIX Orthofix

Canaccord Genuity

$24

Reiterated Sure X

PAPSX Paper Street Soap Company

Jack Powers Capital

$231

Upgrades Eq Weight Overweight X

SCHW Charles Schwab

Wells Fargo

$89 $93

Initiated Overweight X

SNCY Sun Country Airlines

JP Morgan

$23

Upgrades Hold Buy X

STX Seagate Tech

The Benchmark Company

$120

Upgrades Hold Buy X

TIGO Millicom International Cellular

HSBC Securities

$34

Reiterated Outperform X

TSLA Tesla

Wedbush

$515 $550

Reiterated In-line X

UPS UPS

Evercore ISI

$141 $147

Downgrades Outperform Mkt Perform X

YUM Yum! Brands

Bernstein

$140 $135

Upgrades Sec Weight Overweight X

ZEUS Olympic Steel

KeyBanc Capital Markets

$42

Downgrades Hold Underperform X

AAPL Apple

Jefferies

$211.84 $200.75

Downgrades Buy Hold X

AAPL Apple

Loop Capital

$230

Upgrades In-line Outperform X

AEE Ameren

Evercore ISI

$89 $104

Upgrades Underweight Eq-Weight X

AEO American Eagle

Morgan Stanley

$15 $16

Downgrades Positive Neutral X

AFRM Affirm

Susquehanna

$57

Downgrades Buy Hold X

AMH American Homes 4 Rent

Deutsche Bank

$40 $37

Initiated Overweight X

AMPX Amprius Technologies

Cantor Fitzgerald

$10

Downgrades Overweight Eq Weight X

BG Bunge

Barclays

$115 $95

Downgrades Overweight Eq Weight X

CF CF Industries

Barclays

$96 $100

Downgrades Outperform Sec Perform X

CF CF Industries

RBC Capital Mkts

$100

Initiated Buy X

CORZ Core Scientific

Craig Hallum

$24

Initiated Buy X

CW Curtiss-Wright

Citigroup

$410

Initiated Buy X

CXDO Crexendo

D. Boral Capital

$7

Upgrades Hold Buy X

ELS Equity Lifestyle Properties

Deutsche Bank

$66 $73

Upgrades Hold Buy X

ESS Essex Property

Deutsche Bank

$308 $310

Upgrades In-line Outperform X

EXC Exelon

Evercore ISI

$43 $44

Upgrades Eq Weight Overweight X

FMC FMC Corp

Barclays

$65

Downgrades Buy Neutral X

FOXA Fox Corporation

MoffettNathanson

$51 $52

Downgrades Eq Weight Underweight X

FRSH Freshworks

Wells Fargo

$16 $13

Upgrades Hold Buy X

G Genpact

Jefferies

$44 $55

Upgrades Hold Buy X

GM General Motors

Deutsche Bank

$60

Upgrades Perform Outperform X

HLNE Hamilton Lane

Oppenheimer

$186

Downgrades Overweight Eq-Weight X

HOG Harley-Davidson

Morgan Stanley

$40 $33

Upgrades Underweight Eq Weight X

ICL ICL Group

Barclays

$4 $6

Downgrades Buy Hold X

INVH Invitation Homes

Deutsche Bank

$41 $33

Reiterated Neutral X

LOGI Logitech Int’l SA

JP Morgan

$93 $99

Upgrades Eq Weight Overweight X

LVRO Lavoro

Barclays

$6 $5

Initiated Buy X

MDB MongoDB

China Renaissance

$351

Downgrades Buy Hold X

MDLZ Mondelez Int’l

Jefferies

$75 $62

Upgrades Outperform Strong Buy X

MELI MercadoLibre

Raymond James

$2250

Downgrades Overweight Underweight X

MOS Mosaic

Barclays

$30 $27

Upgrades Neutral Buy X

NAVI Navient

Seaport Research Partners

$18

Initiated Buy X

NESR National Energy Services Reunited

The Benchmark Company

$15

Upgrades Neutral Buy X

NOC Northrop Grumman

Citigroup

$587

Initiated Buy X

NPCE NeuroPace

UBS

$17

Upgrades In-line Outperform X

NRG NRG Energy

Evercore ISI

$74 $126

Downgrades Overweight Eq Weight X

NTR Nutrien

Barclays

$55 $56

Upgrades In-line Outperform X

OGE OGE Energy

Evercore ISI

$40 $47

Upgrades Eq-Weight Overweight X

ORLY O’Reilly Auto

Morgan Stanley

$1150 $1450

Upgrades Underweight Eq Weight X

OZK Bank OZK

Wells Fargo

$40 $48

Initiated Buy X

PEN Penumbra

UBS

$305

Downgrades Overweight Eq-Weight X

PII Polaris Industries

Morgan Stanley

$81 $60

Upgrades Eq-Weight Overweight X

QRVO Qorvo

Morgan Stanley

$90 $106

Initiated Mkt Outperform X

ROKU Roku

JMP Securities

$95

Downgrades Overweight Eq-Weight X

ROST Ross Stores

Morgan Stanley

$164 $140

Upgrades Neutral Buy X

RTX RTX

Citigroup

$132 $153

Reiterated Buy X

SLB SLB

TD Cowen

$53 $55

Reiterated Overweight X

STX Seagate Tech

Morgan Stanley

$133 $129

Downgrades Eq-Weight Underweight X

TER Teradyne

Morgan Stanley

$121 $117

Resumed Equal-Weight X

TPR Tapestry

Morgan Stanley

$65

Upgrades Mkt Perform Outperform X

TREE LendingTree

Northland Capital

$60

Initiated Mkt Outperform X

TTD The Trade Desk

JMP Securities

$150

Resumed Neutral X

TTGT TechTarget

JP Morgan

$18

Upgrades Eq-Weight Overweight X

TXRH Texas Roadhouse

Morgan Stanley

$205 $213

Upgrades Eq-Weight Overweight X

ULTA Ulta Beauty

Morgan Stanley

$430 $500

Upgrades Eq-Weight Overweight X

URBN Urban Outfitters

Morgan Stanley

$41 $63

Resumed Outperform X

VST Vistra Corp.

Evercore ISI

$202

Downgrades Overweight Eq-Weight X

VVV Valvoline

Morgan Stanley

$42 $38

Initiated Buy X

VVX V2X

Citigroup

$64

Upgrades Neutral Buy X

WBD Warner Bros. Discovery

MoffettNathanson

$9 $13

Downgrades Eq-Weight Underweight X

WEN Wendy’s

Morgan Stanley

$22 $14

Downgrades Strong Buy Outperform X

WFG West Fraser

Raymond James

$120 $115

Upgrades Eq-Weight Overweight X

WING Wingstop

Morgan Stanley

$385 $389

Upgrades Outperform Strong Buy X

WIX Wix.com

Raymond James

$225 $300

Downgrades Overweight Eq-Weight X

YUM Yum! Brands

Morgan Stanley

$158 $140

Downgrades Buy Hold X

ZTO ZTO Express

HSBC Securities

$28 $20