Initiated Buy X

ANET Arista Networks

TD Cowen

$170

Upgrades Neutral Buy X

APTV Aptiv

UBS

$97

Initiated Buy X

BWXT BWX Technologies

TD Cowen

$230

Downgrades Eq Weight Underweight X

CAG Conagra

Wells Fargo

$15

Resumed Overweight X

CASH Pathward Financial

Piper Sandler

$107

Upgrades Mkt Perform Outperform X

CI The Cigna Group

Bernstein

$358

Initiated Buy X

CIEN Ciena

TD Cowen

$425

Downgrades Eq Weight Underweight X

CPB The Campbell’s Company

Wells Fargo

$20

Resumed Overweight X

CUBI Customers Bancorp

Piper Sandler

$82

Upgrades Mkt Perform Outperform X

CVS CVS Health

Bernstein

$94

Upgrades Neutral Buy X

DOW Dow

Citigroup

$40

Initiated Neutral X

ENVX Enovix

BofA Securities

$6

Initiated Outperform X

FLEX Flex

Robert W. Baird

$70

Resumed Neutral X

GDDY GoDaddy

Piper Sandler

$93

Downgrades Eq Weight Underweight X

GIS General Mills

Wells Fargo

$35

Downgrades Buy Neutral X

GNRC Generac

Citigroup

$237

Resumed Buy X

IBRX ImmunityBio

BTIG Research

$13

Initiated Buy X

ITRN Ituran Location and Control

Maxim Group

$70

Initiated Outperform X

JBL Jabil

Robert W. Baird

$275

Upgrades Sec Perform Outperform X

KGC Kinross Gold

RBC Capital Mkts

$45

Initiated Sector Perform X

LEA Lear

RBC Capital Mkts

$135

Initiated Hold X

LITE Lumentum

TD Cowen

$675

Initiated Overweight X

LTH Life Time

KeyBanc Capital Markets

$40

Reiterated Buy X

LULU lululemon athletica

BTIG Research

$303 $250

Upgrades Neutral Buy X

LYB LyondellBasell

Citigroup

$76

Downgrades Overweight Neutral X

MELI MercadoLibre

JP Morgan

$2100

Upgrades Neutral Overweight X

MUR Murphy Oil

Piper Sandler

$41

Upgrades Hold Buy X

NTR Nutrien

Jefferies

$96

Upgrades Neutral Overweight X

OXY Occidental Petro

Piper Sandler

$66

Upgrades Underweight Overweight X

OXY Occidental Petro

Wells Fargo

$69

Upgrades Hold Buy X

PAM Pampa Energia S.A.

HSBC Securities

$97

Upgrades Hold Buy X

PATH UiPath

Needham

$15

Initiated Overweight X

PLNT Planet Fitness

KeyBanc Capital Markets

$100

Initiated Outperform X

PRME Prime Medicine

Oppenheimer

$11

Resumed Outperform X

PRQR ProQR Therapeutics

Oppenheimer

$9

Upgrades In-line Outperform X

RYAAY Ryanair Hldgs

Evercore ISI

$80

Resumed Overweight X

SHOP Shopify

Piper Sandler

$165

Upgrades Neutral Sec Outperform X

SSRM SSR Mining

CIBC

$48

Resumed Overweight X

TBBK The Bancorp

Piper Sandler

$66

Upgrades Mkt Perform Mkt Outperform X

TRTX TPG RE Finance Trust

Citizens

$10

Downgrades Outperform Sec Perform X

VALE Vale S.A.

RBC Capital Mkts

$15.50

Downgrades Overweight Eq Weight X

VIV Telefonica Brasil

Barclays

$16

Resumed Buy X

VSTM Verastem

BTIG Research

$19

Initiated Outperform X

VTVT vTv Therapeutics

Evercore ISI

$44

Resumed Neutral X

WIX Wix.com

Piper Sandler

$98

Upgrades Hold Buy X

WOOF Petco Health and Wellness

Jefferies

$5

Upgrades Hold Buy X

ABM ABM Industries

Maxim Group

$50

Upgrades Underweight Overweight X

AJG Arthur J. Gallagher

Barclays

$262

Upgrades Neutral Buy X

APYX Apyx Medical

BTIG Research

$6

Reiterated Buy X

AVAV AeroVironment

Needham

$450 $400

Reiterated Dirty X

BURNZ Burns Industries

Jack Powers Capital

$5,173

Upgrades Sell Buy X

CRWD CrowdStrike

DZ Bank

$490

Upgrades Neutral Outperform X

CTAS Cintas

Robert W. Baird

$250

Upgrades Sec Perform Sec Outperform X

CX CEMEX S.A.

Scotiabank

$13.90

Initiated Equal Weight X

HAS Hasbro

Wells Fargo

$98

Initiated Underweight X

HOG Harley-Davidson

Wells Fargo

$15

Upgrades Neutral Buy X

ISRG Intuitive Surgical

Citigroup

$590

Reiterated Market Perform X

KSS Kohl’s

Telsey Advisory Group

$23 $17

Initiated Buy X

LGND Ligand Pharma

BofA Securities

$244

Initiated Outperform X

LNT Alliant Energy

RBC Capital Mkts

$82

Initiated Overweight X

LTH Life Time

Wells Fargo

$37

Initiated Overweight X

MAT Mattel

Wells Fargo

$19

Initiated Equal Weight X

MTN Vail Resorts

Wells Fargo

$135

Upgrades Neutral Buy X

NIO NIO

Nomura

$6.60

Upgrades Eq Weight Overweight X

NKE NIKE

Barclays

$73

Initiated Overweight X

NVMI Nova Measuring

Barclays

$465

Upgrades Hold Buy X

NVS Novartis AG

Argus

$180

Initiated Outperform X

OCGN Ocugen

Oppenheimer

$10

Reiterated Outperform X

ORCL Oracle

BMO Capital Markets

$205 $200

Upgrades Neutral Overweight X

ORCL Oracle

JP Morgan

$210

Reiterated Outperform X

ORCL Oracle

Oppenheimer

$185 $210

Initiated Equal Weight X

PII Polaris Industries

Wells Fargo

$52

Initiated Overweight X

PLNT Planet Fitness

Wells Fargo

$90

Upgrades Neutral Outperform X

QURE uniQure

Mizuho

$35

Initiated Overweight X

RNA Atrium Therapeutics

Wells Fargo

$25

Upgrades Mkt Perform Outperform X

SJM J.M. Smucker

Bernstein

$145

Reiterated Outperform X

T AT&T

Oppenheimer

$29 $32

Upgrades Peer Perform Outperform X

VERA Vera Therapeutics

Wolfe Research

$88

Downgrades Outperform Neutral X

VICI VICI Properties

Mizuho

$30

Upgrades Hold Buy X

VTEX VTEX

Brean Capital

$5

Reiterated Outperform X

VZ Verizon

Oppenheimer

$50 $56

Upgrades Underweight Eq Weight X

WTW Willis Towers Watson

Barclays

$341

Downgrades Buy Neutral X

YEXT Yext

Roth Capital

$6

Upgrades Neutral Buy X

ALEC Alector

BTIG Research

$6

Initiated Hold X

AMGN Amgen

Jefferies

$350

Upgrades Hold Buy X

CLRB Cellectar Biosciences

Maxim Group

$10

Upgrades Eq-Weight Overweight X

CRWD CrowdStrike

Morgan Stanley

$510

Downgrades Buy Neutral X

DAWN Day One Biopharmaceuticals

H.C. Wainwright

$21.50

Initiated Overweight X

DY Dycom

Cantor Fitzgerald

$436

Initiated Overweight X

EME EMCOR Group

Cantor Fitzgerald

$848

Upgrades Sec Weight Overweight X

FSS Federal Signal

KeyBanc Capital Markets

$130

Initiated Buy X

GILD Gilead Sciences

Jefferies

$180

Upgrades Underperform Neutral X

HIMS Hims & Hers Health

BofA Securities

$23

Upgrades Sell Neutral X

HIMS Hims & Hers Health

Citigroup

$24

Upgrades Neutral Buy X

INTU Intuit

Rothschild & Co Redburn

$700

Initiated Buy X

KPTI Karyopharm Therapeutics

Rodman & Renshaw

$28

Initiated Buy X

LTH Life Time

Jefferies

$40

Initiated Buy X

MSTR Strategy Inc

B. Riley Securities

$175

Downgrades Buy Hold X

NVO Novo Nordisk A/S

TD Cowen

$42

Resumed Underperform X

QCOM Qualcomm

BofA Securities

$145

Upgrades Hold Buy X

RIVN Rivian Automotive

TD Cowen

$20

Initiated Buy X

RKT Rocket Companies

Compass Point

$21

Upgrades Underperform Neutral X

SEDG SolarEdge Technologies

BofA Securities

$40

Upgrades Neutral Buy X

SLRC SLR Capital Partners

Compass Point

$16.50

Upgrades Sell Neutral X

T AT&T

Arete

$28

Upgrades Hold Buy X

TDOC Teladoc

Deutsche Bank

$11

Upgrades Neutral Buy X

TU Telus

BofA Securities

$16

Resumed Buy X

USPH U.S. Physical Therapy

Jefferies

$102

Initiated Buy X

UWMC UWM Holdings

Compass Point

$8.50

Initiated Buy X

VRTX Vertex Pharma

Jefferies

$580

Reiterated Outperform X

VRTX Vertex Pharma

Oppenheimer

$540 $600

Resumed Buy X

WSFS WSFS Financial

Brean Capital

$74.50

Initiated Buy X

AKTS Aktis Oncology

H.C. Wainwright

$30

Upgrades Mkt Perform Outperform X

ALTG Alta Equipment Group

Raymond James

$9.50

Initiated Overweight X

APC ARKO Petroleum Corp.

CapitalOne

$21

Initiated Neutral X

APC ARKO Petroleum Corp.

Mizuho

$20

Initiated Strong Buy X

APC ARKO Petroleum Corp.

Raymond James

$23

Initiated Buy X

APC ARKO Petroleum Corp.

Stifel

$22

Initiated Buy X

APC ARKO Petroleum Corp.

UBS

$22

Upgrades Mkt Perform Outperform X

AQN Algonquin Power & Utilities

Raymond James

$7.25

Reiterated Hold X

AQN Algonquin Power & Utilities

TD Cowen

$6.50 $6

Initiated Equal Weight X

AVA Avista

Barclays

$40

Upgrades Hold Buy X

AZO AutoZone

Argus

$4325

Downgrades Outperform Mkt Perform X

BF-B Brown-Forman

Bernstein

$29

Initiated Outperform X

BROS Dutch Bros

Wolfe Research

$77

Initiated Outperform X

CAVA CAVA Group

Wolfe Research

$93

Upgrades Hold Buy X

CE Celanese

Vertical Research

$60

Upgrades Neutral Outperform X

CFG Citizens Financial Group

Robert W. Baird

$65

Upgrades Underweight Neutral X

CGNX Cognex

JP Morgan

$55

Upgrades Sec Perform Outperform X

DOW Dow

RBC Capital Mkts

$40

Upgrades Hold Buy X

DOW Dow

Vertical Research

$37

Resumed Outperform X

EAT Brinker

Wolfe Research

$184

Resumed Buy X

FIS Fidelity Nat’l Info

Goldman

$70

Upgrades Hold Buy X

FTRE Fortrea

TD Cowen

$15

Resumed Neutral X

GPN Global Payments

Goldman

$88

Upgrades Hold Buy X

HIMS Hims & Hers Health

Needham

$30

Upgrades Neutral Buy X

HTHT H World Group

UBS

$62.40

Upgrades Hold Buy X

IQV IQVIA

TD Cowen

$213

Initiated Equal Weight X

ITT ITT

Barclays

$220

Downgrades Overweight Eq-Weight X

JEF Jefferies

Morgan Stanley

$49

Upgrades Hold Buy X

LYB LyondellBasell

Vertical Research

$75

Initiated Mkt Outperform X

LYEL Lyell Immunopharma

Citizens

$34

Resumed Equal Weight X

NFLX Netflix

Wells Fargo

$105

Upgrades Neutral Buy X

PCG PG&E

UBS

$82

Initiated Outperform X

PHVS Pharvaris N.V.

RBC Capital Mkts

$52

Upgrades Mkt Perform Outperform X

PSTG Everpure

Northland Capital

$81

Upgrades Sec Perform Outperform X

QURE uniQure

RBC Capital Mkts

$35

Upgrades Eq Weight Overweight X

QURE uniQure

Wells Fargo

$60

Upgrades Hold Buy X

RDW Redwire

Truist

$15

Initiated Buy X

SEV Aptera Motors Corp.

Alliance Global Partners

$10

Initiated Outperform X

SHAK Shake Shack

Wolfe Research

$118

Upgrades Sell Neutral X

SNDR Schneider National

Citigroup

$27

Upgrades Neutral Buy X

TEX Terex

Citigroup

$75

Upgrades Neutral Outperform X

TFC Truist

Robert W. Baird

$52

Reiterated Outperform X

ULTA Ulta Beauty

Telsey Advisory Group

$640 $715

Upgrades Sec Perform Sec Outperform X

VZ Verizon

Scotiabank

$54.50

Downgrades Buy Hold X

WAL Western Alliance Bancorp

TD Cowen

$83

Upgrades Underweight Eq Weight X

WAL Western Alliance Bancorp

Wells Fargo

$79

Resumed Equal Weight X

WBD Warner Bros. Discovery

Wells Fargo

$31

Upgrades Sell Neutral X

WERN Werner Enterprises

Citigroup

$34

Initiated Outperform X

WING Wingstop

Wolfe Research

$320

Downgrades Outperform Neutral X

WIX Wix.com

Robert W. Baird

$90

Initiated Buy X

XFOR X4 Pharmaceuticals

Guggenheim

$12

Upgrades Neutral Outperform X

ZION Zions Bancorp

Robert W. Baird

$65

Downgrades Eq Weight Underweight X

ADT ADT

Barclays

$7

Downgrades Overweight Eq-Weight X

AES AES

Morgan Stanley

$15

Resumed Buy X

ALXO ALX Oncology

UBS

$6

Upgrades Peer Perform Outperform X

APTV Aptiv

Wolfe Research

$91

Downgrades Eq Weight Underweight X

AVTR Avantor

Barclays

$8.50

Initiated Neutral X

BJRI BJ Restaurants

DA Davidson

$38

Initiated Buy X

BROS Dutch Bros

DA Davidson

$67

Reiterated Outperform X

BURL Burlington Stores

Telsey Advisory Group

$350 $365

Upgrades Sell Neutral X

BWA BorgWarner

UBS

$55

Initiated Neutral X

CAVA CAVA Group

DA Davidson

$80

Downgrades Overweight Eq Weight X

CERT Certara

Barclays

$8

Upgrades Neutral Buy X

CIEN Ciena

BofA Securities

$355

Initiated Buy X

CMG Chipotle Mexican Grill

DA Davidson

$51

Reiterated Market Perform X

COOK Traeger

Telsey Advisory Group

$1.50 $1

Reiterated Outperform X

COST Costco

Telsey Advisory Group

$1100 $1125

Initiated Overweight X

CUBI Customers Bancorp

JP Morgan

$90

Downgrades Buy Neutral X

DKL Delek Logistics Partners

Citigroup

$52

Upgrades Neutral Overweight X

DOW Dow

JP Morgan

$40

Initiated Neutral X

EAT Brinker

DA Davidson

$155

Downgrades Buy Hold X

EHAB Enhabit Inc.

TD Cowen

$13.80

Initiated Buy X

ERII Energy Recovery

Northcoast

$14

Upgrades Eq Weight Overweight X

FA First Advantage Corp.

Barclays

$15

Reiterated Buy X

FTCI FTC Solar

TD Cowen

$12.50 $8

Initiated Buy X

FWRG First Watch Restaurant Group

DA Davidson

$17

Upgrades Underperform Buy X

HAYW Hayward Holdings

BofA Securities

$19

Upgrades Hold Buy X

ICE Intercontinental Exchange

Deutsche Bank

$188

Upgrades Neutral Buy X

INTU Intuit

Northcoast

$575

Reiterated Outperform X

IOT Samsara

BMO Capital Markets

$40 $44

Upgrades Eq Weight Overweight X

IQV IQVIA

Barclays

$210

Initiated Buy X

ITRI Itron

Needham

$124

Initiated Overweight X

IVT InvenTrust Properties

KeyBanc Capital Markets

$35

Initiated Buy X

KRUS Kura Sushi

DA Davidson

$90

Initiated Neutral X

LOCO El Pollo Loco

DA Davidson

$11

Upgrades Underweight Eq Weight X

MEDP Medpace

Barclays

$500

Initiated Outperform X

MPAA Motorcar Parts of America

Oppenheimer

$18

Upgrades Neutral Buy X

MRVL Marvell

BofA Securities

$110

Upgrades Hold Buy X

MRVL Marvell

The Benchmark Company

$130

Resumed Buy X

NRG NRG Energy

Goldman

$197

Upgrades Mkt Perform Outperform X

OKTA Okta

BMO Capital Markets

$97

Downgrades Eq Weight Underweight X

PACB Pacific Biosciences

Barclays

$1.50

Initiated Neutral X

PRCT PROCEPT BioRobotics

Robert W. Baird

$30

Initiated Neutral X

PTLO Portillo’s

DA Davidson

$5.50

Initiated Overweight X

REGN Regeneron Pharma

Barclays

$923

Initiated Neutral X

SBUX Starbucks

DA Davidson

$97

Initiated Neutral X

SG Sweetgreen

DA Davidson

$5.50

Initiated Buy X

SHAK Shake Shack

DA Davidson

$125

Downgrades Buy Neutral X

SKT Tanger Factory

BofA Securities

$39

Initiated Buy X

SRTS Sensus Healthcare

Alliance Global Partners

$7.50

Resumed Buy X

STTK Shattuck Labs

Needham

$25

Upgrades Mkt Perform Outperform X

SYBT Stock Yards Bancorp

Hovde Group

$75

Upgrades Hold Buy X

TIGO Millicom International Cellular

HSBC Securities

$89

Downgrades Neutral Underperform X

TTD The Trade Desk

Wedbush

$23

Upgrades Underweight Eq Weight X

UNF UniFirst

Barclays

$250

Upgrades Neutral Outperform X

UNP Union Pacific

Robert W. Baird

$311

Initiated Buy X

WING Wingstop

DA Davidson

$330

Upgrades Neutral Buy X

WSR Whitestone REIT

B. Riley Securities

$18

Downgrades Buy Neutral X

AAL American Airlines

Rothschild & Co Redburn

$12.50

Reiterated Neutral X

AAPL Apple

Rosenblatt

$267 $268

Reiterated Market Perform X

AEO American Eagle

Telsey Advisory Group

$28 $25

Resumed Buy X

AFRM Affirm

BofA Securities

$82

Upgrades Neutral Buy X

AIG American Intl

Goldman

$90

Downgrades Buy Neutral X

ALL Allstate

Goldman

$231

Initiated Mkt Perform X

AMT American Tower

Bernstein

$205

Upgrades Hold Buy X

AR Antero Resources

The Benchmark Company

$44

Reiterated Market Perform X

BBWI Bath & Body Works

Telsey Advisory Group

$23 $25

Upgrades Sec Perform Outperform X

BLDR Builders FirstSource

RBC Capital Mkts

$119

Resumed Equal Weight X

BX Blackstone

Barclays

$126

Initiated Outperform X

CCI Crown Castle

Bernstein

$102

Upgrades Hold Buy X

CCRN Cross Country

The Benchmark Company

$14

Reiterated Hold X

CLMT Calumet Specialty Products

TD Cowen

$19 $25

Reiterated Hold X

DK Delek US Holdings

TD Cowen

$28 $44

Initiated Outperform X

DLR Digital Realty Trust

Bernstein

$218

Upgrades Underperform Mkt Perform X

DOW Dow

BMO Capital Markets

$35

Downgrades Outperform In-line X

DUK Duke Energy

Evercore ISI

$139

Downgrades Neutral Sell X

EIX Edison

Ladenburg Thalmann

$63

Initiated Outperform X

EQIX Equinix

Bernstein

$1128

Downgrades Buy Hold X

GO Grocery Outlet

Jefferies

$7

Downgrades Outperform Mkt Perform X

GO Grocery Outlet

Telsey Advisory Group

$15 $9

Upgrades Underperform Mkt Perform X

HRZN Horizon Technology Finance

Keefe Bruyette

$5

Upgrades Underperform Mkt Perform X

LYB LyondellBasell

BMO Capital Markets

$68

Resumed Buy X

MA Mastercard

BofA Securities

$700

Upgrades Sec Perform Sec Outperform X

MDB MongoDB

Scotiabank

$310

Upgrades Mkt Perform Outperform X

MEC Mayville Engineering Company

Northland Capital

$25

Reiterated Hold X

NEXT NextDecade

TD Cowen

$7 $6

Upgrades In-line Outperform X

PEG Public Service

Evercore ISI

$96

Upgrades Hold Buy X

PENN PENN Entertainment

The Benchmark Company

$21

Resumed Buy X

PLD Prologis

Citigroup

$145

Resumed Neutral X

PYPL PayPal

BofA Securities

$48

Initiated Outperform X

RCEL Avita Medical

Northland Capital

$10

Initiated Mkt Perform X

SBAC SBA Comm

Bernstein

$218

Upgrades Sell Neutral X

SDRL Seadrill Ltd

Citigroup

$46

Initiated Buy X

SKYX SKYX Platforms

Lake Street

$5

Upgrades In-line Outperform X

SO Southern

Evercore ISI

$111

Upgrades Mkt Perform Outperform X

SSRM SSR Mining

BMO Capital Markets

$41

Downgrades Outperform Neutral X

TME Tencent Music

Macquarie

$14.10

Resumed Buy X

V Visa

BofA Securities

$410

Upgrades Neutral Outperform X

VAC Marriott Vacations

Mizuho

$104

Initiated Buy X

VNDA Vanda Pharma

Truist

$18

Upgrades Mkt Perform Outperform X

WLK Westlake Corporation

BMO Capital Markets

$127

Resumed Underperform X

ADNT Adient

BofA Securities

$22

Upgrades Neutral Buy X

AEP American Electric

Ladenburg Thalmann

$148

Reiterated Outperform X

BBY Best Buy

Telsey Advisory Group

$95 $80

Resumed Sector Outperform X

BEP Brookfield Renewable Partners

CIBC

$37

Downgrades Buy Neutral X

COO Cooper

Rothschild & Co Redburn

$85

Upgrades Underweight Neutral X

CPAC Cementos Pacasmayo

JP Morgan

$13

Reiterated Outperform X

CRWD CrowdStrike

BMO Capital Markets

$555 $500

Initiated Hold X

DHI D.R. Horton

Truist

$155

Upgrades Sec Weight Overweight X

DOW Dow

KeyBanc Capital Markets

$38

Downgrades Overweight Neutral X

DRTS Alpha Tau

Piper Sandler

$5

Resumed Buy X

F Ford Motor

BofA Securities

$17

Resumed Buy X

GM General Motors

BofA Securities

$105

Downgrades Overweight Neutral X

GTLB GitLab

Piper Sandler

$28

Downgrades Buy Neutral X

GXO GXO Logistics

Goldman

$68

Initiated Hold X

KBH KB Home

Truist

$65

Resumed Underperform X

LCID Lucid Group

BofA Securities

$10

Initiated Hold X

LEN Lennar

Truist

$110

Upgrades Sec Weight Overweight X

LYB LyondellBasell

KeyBanc Capital Markets

$73

Downgrades Eq Weight Underweight X

LZ LegalZoom.com

Barclays

$6

Initiated Buy X

MTH Meritage

Truist

$90

Initiated Hold X

NVR NVR

Truist

$7700

Initiated Buy X

PHM PulteGroup

Truist

$170

Upgrades Mkt Perform Outperform X

PIPR Piper Sandler

Northland Capital

$350

Initiated Neutral X

RBLX Roblox

DA Davidson

$65

Resumed Underperform X

RIVN Rivian Automotive

BofA Securities

$14

Upgrades Mkt Perform Outperform X

ROST Ross Stores

Telsey Advisory Group

$220 $240

Upgrades Neutral Outperform X

RPM RPM Inc

Robert W. Baird

$125

Initiated Overweight X

SPXC SPX Technologies

JP Morgan

$260

Initiated Overweight X

TARA Protara Therapeutics

JP Morgan

$27

Downgrades Buy Neutral X

TBPH Theravance Biopharma

B. Riley Securities

$14

Resumed Neutral X

TEX Terex

JP Morgan

$76

Upgrades Underperform Mkt Perform X

TGT Target

Bernstein

$116

Upgrades Mkt Perform Outperform X

TGT Target

Telsey Advisory Group

$110 $145

Initiated Buy X

TMHC Taylor Morrison Home

Truist

$85

Initiated Buy X

TOL Toll Brothers

Truist

$190

Resumed Buy X

TSLA Tesla

BofA Securities

$460

Downgrades Overweight Neutral X

VMC Vulcan Materials

JP Morgan

$320

Reiterated Ditch X

WAYNE Wayne Enterprises

Jack Powers Capital

$23,988

Reiterated Underweight X

AAPL Apple

Barclays

$239 $248

Initiated Buy X

AMLX Amylyx Pharmaceuticals

Stifel

$21

Initiated Equal Weight X

CHKP Check Point Software

Wells Fargo

$165

Upgrades Hold Buy X

CORZ Core Scientific

Needham

$23

Initiated Positive X

CRS Carpenter Tech

Susquehanna

$470

Initiated Overweight X

CRWD CrowdStrike

Wells Fargo

$450

Upgrades Mkt Perform Outperform X

DIBS 1stdibs.com

Northland Capital

$7

Initiated Underweight X

FTNT Fortinet

Wells Fargo

$64

Initiated Equal Weight X

GEN Gen Digital

Wells Fargo

$22

Initiated Sector Perform X

HCSG Healthcare Services Group

RBC Capital Mkts

$22

Upgrades Sell Neutral X

IIPR Innovative Industrial Properties

Compass Point

$45

Initiated Outperform X

IQV IQVIA

RBC Capital Mkts

$221

Reiterated Outperform X

MDB MongoDB

BMO Capital Markets

$400 $340

Reiterated Buy X

MDB MongoDB

Monness Crespi & Hardt

$475 $370

Downgrades Outperform Neutral X

MDB MongoDB

Robert W. Baird

$260

Initiated Outperform X

MEDP Medpace

RBC Capital Mkts

$522

Reiterated Buy X

MNST Monster Beverage

Argus

$95 $100

Downgrades Overweight Eq Weight X

MOS Mosaic

Barclays

$31

Upgrades Underweight Eq-Weight X

NVO Novo Nordisk A/S

Morgan Stanley

$40

Reiterated Hold X

OII Oceaneering Intl

TD Cowen

$28 $34

Initiated Equal Weight X

OKTA Okta

Wells Fargo

$76

Initiated Outperform X

ORA Ormat Tech

RBC Capital Mkts

$130

Upgrades Sell Buy X

PANW Palo Alto Networks

Arete

$185

Downgrades Outperform Neutral X

QURE uniQure

Mizuho

$12

Downgrades Overweight Eq Weight X

QURE uniQure

Wells Fargo

$15

Initiated Equal Weight X

S SentinelOne

Wells Fargo

$13

Downgrades Outperform Mkt Perform X

SABR Sabre

Bernstein

$1.50

Initiated Overweight X

SAIL SailPoint

Wells Fargo

$17

Downgrades Outperform Sec Perform X

SEM Select Medical

RBC Capital Mkts

$16.50

Downgrades Mkt Perform Underperform X

TCPC BlackRock TCP Capital

Keefe Bruyette

$3.50

Reiterated Outperform X

TDUP thredUP

Telsey Advisory Group

$12 $9

Initiated Equal Weight X

TENB Tenable

Wells Fargo

$19

Upgrades Underperform Neutral X

U Unity Software

BofA Securities

$19

Initiated Overweight X

VRNS Varonis Systems

Wells Fargo

$28

Initiated Overweight X

ZS Zscaler

Wells Fargo

$200

Upgrades Sell Neutral X

AAOI Applied Optoelectronics

B. Riley Securities

$54

Downgrades Outperform Mkt Perform X

AAOI Applied Optoelectronics

Northland Capital

$55

Upgrades Sell Neutral X

AEP American Electric

UBS

$132

Upgrades Neutral Outperform X

AJG Arthur J. Gallagher

Mizuho

$260

Upgrades Neutral Outperform X

AON Aon

Mizuho

$397

Reiterated Market Perform X

ARHS Arhaus

Telsey Advisory Group

$12 $11

Initiated Sector Outperform X

BBU Brookfield Business Partners

CIBC

$44

Reiterated Market Perform X

BBWI Bath & Body Works

Telsey Advisory Group

$17 $23

Upgrades Neutral Outperform X

BRO Brown & Brown

Mizuho

$85

Downgrades Overweight Neutral X

CARS Cars.com

JP Morgan

$10

Upgrades Underperform Buy X

CELH Celsius

BofA Securities

$65

Downgrades Buy Hold X

CERT Certara

Craig Hallum

$10

Downgrades Outperform Sec Perform X

CHE Chemed

RBC Capital Mkts

$422

Initiated Buy X

COST Costco

BofA Securities

$1185

Downgrades Buy Neutral X

DLTR Dollar Tree

Citigroup

$132

Initiated Neutral X

DT Dynatrace

Macquarie

$36

Downgrades Buy Neutral X

DUOL Duolingo

BofA Securities

$100

Downgrades Buy Neutral X

DUOL Duolingo

Citigroup

$101

Downgrades Outperform In-line X

DUOL Duolingo

Evercore ISI

$114

Downgrades Overweight Neutral X

DUOL Duolingo

JP Morgan

$95

Downgrades Overweight Eq-Weight X

DUOL Duolingo

Morgan Stanley

$100

Downgrades Sec Outperform Sec Perform X

DUOL Duolingo

Scotiabank

$100

Downgrades Buy Hold X

DUOL Duolingo

Truist

$100

Downgrades Overweight Eq Weight X

ELS Equity Lifestyle Properties

Wells Fargo

$70

Downgrades Buy Neutral X

EOSE Eos Energy

Guggenheim

$20

Upgrades Sec Weight Overweight X

FIGS FIGS, Inc.

KeyBanc Capital Markets

$17

Reiterated Market Perform X

FIGS FIGS, Inc.

Telsey Advisory Group

$9 $15

Upgrades Underweight Eq Weight X

FWONK Formula One Group C

Wells Fargo

$95

Upgrades Peer Perform Outperform X

HON Honeywell

Wolfe Research

$293

Upgrades Sell Hold X

IBP Installed Building Products

Vertical Research

$326

Reiterated Outperform X

INTU Intuit

BMO Capital Markets

$624 $550

Initiated Overweight X

JAZZ Jazz Pharma

Barclays

$224

Reiterated Buy X

LNG Cheniere Energy

TD Cowen

$250 $255

Upgrades Hold Buy X

LUV Southwest Air

TD Cowen

$66

Upgrades Neutral Buy X

LYV Live Nation

Rothschild & Co Redburn

$193

Downgrades Outperform Sec Perform X

MNKD Mannkind

RBC Capital Mkts

$3.50

Reiterated Buy X

MNST Monster Beverage

Citigroup

$90 $100

Reiterated Buy X

MNST Monster Beverage

Deutsche Bank

$88 $94

Reiterated Outperform X

MNST Monster Beverage

Evercore ISI

$85 $90

Reiterated Buy X

MNST Monster Beverage

Jefferies

$80 $100

Reiterated Neutral X

MNST Monster Beverage

JP Morgan

$79 $81

Reiterated Overweight X

MNST Monster Beverage

Piper Sandler

$85 $94

Reiterated Buy X

MNST Monster Beverage

Stifel

$82 $92

Reiterated Hold X

MNST Monster Beverage

TD Cowen

$80 $88

Reiterated Neutral X

MNST Monster Beverage

UBS

$84 $92

Reiterated Overweight X

MNST Monster Beverage

Wells Fargo

$86 $94

Upgrades Mkt Perform Outperform X

NEM Newmont Corporation

Bernstein

$157

Resumed Outperform X

NFLX Netflix

Evercore ISI

$115

Reiterated Buy X

ORA Ormat Tech

TD Cowen

$131 $125

Reiterated Buy X

PARR Par Pacific

TD Cowen

$39 $48

Initiated Buy X

PLTR Palantir Technologies

Rosenblatt

$150

Upgrades Neutral Buy X

PLTR Palantir Technologies

UBS

$150

Upgrades Neutral Buy X

PUBM PubMatic

B. Riley Securities

$10.50

Resumed Buy X

RVMD Revolution Medicines

UBS

$145

Reiterated Outperform X

SFBS ServisFirst Bancshares

Hovde Group

$92 $97

Upgrades Mkt Perform Outperform X

SMR NuScale Power

Northland Capital

$21

Downgrades Overweight Eq-Weight X

SNPS Synopsys

Morgan Stanley

$480

Downgrades Buy Hold X

SPT Sprout Social

Canaccord Genuity

$9

Upgrades Eq-Weight Overweight X

STC Stewart Info

Stephens

$82

Upgrades Eq Weight Overweight X

SUI Sun Communities

Wells Fargo

$150

Resumed Underperform X

TGT Target

BofA Securities

$103

Upgrades Neutral Buy X

VIPS Vipshop

Nomura

$22

Downgrades Overweight Eq-Weight X

VITL Vital Farms

Morgan Stanley

$24

Reiterated Outperform X

VITL Vital Farms

Telsey Advisory Group

$50 $35

Downgrades Buy Neutral X

WBD Warner Bros. Discovery

Arete

$31.25

Resumed Buy X

WMT Walmart

BofA Securities

$150

Reiterated Market Perform X

WWW Wolverine

Telsey Advisory Group

$18 $22

Downgrades Buy Neutral X

XPOF Xponential Fitness

Roth Capital

$7

Reiterated Outperform X

ZS Zscaler

BMO Capital Markets

$315 $210

Upgrades Eq Weight Overweight X

ALC Alcon

Wells Fargo

$97

Reiterated Market Perform X

ARHS Arhaus

Telsey Advisory Group

$12 $13

Downgrades Buy Hold X

ARRY Array Tech

Deutsche Bank

$9

Downgrades Mkt Perform Underperform X

CIB Grupo Cibest S.A.

Itau BBA

$68

Reiterated Outperform X

CRM Salesforce

BMO Capital Markets

$235 $225

Reiterated Buy X

CWH Camping World

Monness Crespi & Hardt

$20 $15

Downgrades Overweight Neutral X

DRVN Driven Brands

Piper Sandler

$12

Downgrades Buy Hold X

EHTH eHealth

Craig Hallum

$2

Reiterated Hold X

ENVX Enovix

TD Cowen

$15 $7.50

Downgrades Buy Hold X

FSLR First Solar

Deutsche Bank

$245

Upgrades Mkt Perform Mkt Outperform X

FSS Federal Signal

CJS Securities

$140

Upgrades Neutral Buy X

JOBY Joby Aviation

H.C. Wainwright

$18

Reiterated Outperform X

LOW Lowe’s

Telsey Advisory Group

$285 $295

Reiterated Outperform X

MDB MongoDB

BMO Capital Markets

$455 $400

Downgrades Overweight Eq Weight X

MMSI Merit Medical

Wells Fargo

$78

Downgrades Neutral Underweight X

MOS Mosaic

JP Morgan

$24

Upgrades Hold Buy X

NDAQ NASDAQ

TD Cowen

$106

Downgrades Eq Weight Underweight X

ODD ODDITY Tech Ltd.

Barclays

$13

Downgrades Buy Underperform X

ODD ODDITY Tech Ltd.

BofA Securities

$10

Downgrades Outperform In-line X

ODD ODDITY Tech Ltd.

Evercore ISI

$23

Downgrades Overweight Neutral X

ODD ODDITY Tech Ltd.

JP Morgan

$16

Reiterated Market Perform X

OKTA Okta

BMO Capital Markets

$90 $83

Downgrades Neutral Underperform X

PRCT PROCEPT BioRobotics

BofA Securities

$20

Downgrades Overweight Eq-Weight X

RNR RenaissanceRe

Morgan Stanley

$310

Downgrades Neutral Underperform X

SCCO Southern Copper

BofA Securities

$175

Downgrades Buy Neutral X

SKT Tanger Factory

Compass Point

$38

Reiterated Buy X

SNOW Snowflake

Monness Crespi & Hardt

$275 $282

Downgrades Buy Neutral X

SPOK Spok

B. Riley Securities

$14

Upgrades Neutral Buy X

SPOT Spotify

Arete

$586

Upgrades Neutral Buy X

TDOC Teladoc

BofA Securities

$7

Reiterated Outperform X

TJX TJX

Telsey Advisory Group

$170 $175

Downgrades Buy Hold X

TTD The Trade Desk

Loop Capital

$25

Downgrades Neutral Sell X

TTD The Trade Desk

New Street

$17

Upgrades Hold Buy X

USB U.S. Bancorp

Truist

$66

Downgrades Buy Neutral X

VALE Vale S.A.

BofA Securities

$18

Reiterated Outperform X

YOU Clear Secure

Telsey Advisory Group

$45 $55

Reiterated Outperform X

ZVIA Zevia PBC

Telsey Advisory Group

$6 $5