Reiterated Market Perform X

ADSK Autodesk

BMO Capital Markets

$333 $343

Upgrades Hold Buy X

ADSK Autodesk

Deutsche Bank

$375

Upgrades Neutral Overweight X

ALV Autoliv

JP Morgan

$140

Upgrades Neutral Overweight X

ATMU Atmus Filtration Technologies

JP Morgan

$60

Initiated Buy X

ATRO Astronics

TD Cowen

$65

Resumed Outperform X

AURA Aura Biosciences

Evercore ISI

$13

Reiterated Outperform X

BBY Best Buy

Telsey Advisory Group

$90 $95

Downgrades Buy Neutral X

BHVN Biohaven

UBS

$11

Reiterated Buy X

CLFD Clearfield

Needham

$50 $45

Upgrades Mkt Perform Outperform X

CLFD Clearfield

Northland Capital

$45

Reiterated Buy X

CLSK CleanSpark

Needham

$23 $25

Reiterated Outperform X

DKS Dick’s Sporting Goods

Telsey Advisory Group

$255 $245

Upgrades Underperform Hold X

FLNC Fluence

Jefferies

$16

Reiterated Hold X

HP Helmerich & Payne

TD Cowen

$27 $33

Reiterated Hold X

HPQ HP Inc.

TD Cowen

$28 $26

Upgrades Hold Buy X

INSP Inspire Medical Systems

Truist

$165

Initiated Buy X

KD Kyndryl

Guggenheim

$30

Reiterated Market Perform X

KSS Kohl’s

Telsey Advisory Group

$16 $23

Initiated Buy X

NKTR Nektar Therapeutics

Citigroup

$102

Upgrades Mkt Perform Outperform X

NTAP NetApp

Northland Capital

$137

Reiterated Buy X

NTNX Nutanix

Needham

$80 $65

Initiated Sell X

ODFL Old Dominion

Rothschild & Co Redburn

$114

Upgrades Neutral Overweight X

OSCR Oscar Health

Piper Sandler

$25

Downgrades Buy Hold X

PD PagerDuty

Craig Hallum

$15

Initiated Neutral X

SAIA Saia

Rothschild & Co Redburn

$262

Resumed Buy X

TDS Telephone & Data

Citigroup

$45

Reiterated Market Perform X

URBN Urban Outfitters

Telsey Advisory Group

$80 $85

Reiterated Dirty X

WUBIX Wubistics

Jack Powers Capital

$20,602

Initiated Buy X

XPO XPO, Inc.

Rothschild & Co Redburn

$156

Upgrades Eq Weight Overweight X

ZS Zscaler

CapitalOne

$320

Reiterated Buy X

ZS Zscaler

Needham

$350 $310

Resumed Buy X

ABCB Ameris Bancorp

DA Davidson

$87

Initiated Hold X

ABCB Ameris Bancorp

Truist

$80

Resumed Outperform X

ACGL Arch Capital

RBC Capital Mkts

$108

Initiated Mkt Outperform X

ACHV Achieve Life Sciences

Citizens JMP

$19

Resumed Sector Perform X

AIG American Intl

RBC Capital Mkts

$85

Upgrades Neutral Buy X

AMAT Applied Materials

UBS

$285

Upgrades Eq Weight Overweight X

AVB AvalonBay

Barclays

$216

Initiated Outperform X

AXS AXIS Capital

RBC Capital Mkts

$125

Resumed Buy X

BFST Business First Bancshares

DA Davidson

$32

Upgrades Outperform Strong Buy X

CDW CDW

Raymond James

$185

Upgrades Sell Neutral X

CMI Cummins

UBS

$500

Initiated Neutral X

COTY Coty

Rothschild & Co Redburn

$3.60

Downgrades Overweight Eq Weight X

CPT Camden Property

Barclays

$118

Initiated In-line X

DXCM Dexcom

Evercore ISI

$68

Upgrades Neutral Buy X

EAT Brinker

Citigroup

$176

Downgrades Overweight Neutral X

EH EHang

JP Morgan

$13

Downgrades Neutral Sell X

EL Estee Lauder

Rothschild & Co Redburn

$70

Initiated Overweight X

ESPR Esperion Therapeutics

Piper Sandler

$9

Resumed Outperform X

FNMA Fannie Mae

Wedbush

$11.50

Downgrades Outperform Mkt Perform X

GDOT Green Dot

Northland Capital

$14.25

Resumed Sector Perform X

HIG Hartford Financial

RBC Capital Mkts

$145

Initiated Hold X

HOG Harley-Davidson

Loop Capital

$21

Upgrades Sell Neutral X

IMAX IMAX

Goldman

$34

Upgrades Peer Perform Outperform X

INSP Inspire Medical Systems

Wolfe Research

$180

Initiated Buy X

JMIA Jumia

The Benchmark Company

$18

Resumed Sector Perform X

KNSL Kinsale Capital

RBC Capital Mkts

$415

Initiated Buy X

LYV Live Nation

UBS

$164

Initiated Outperform X

MIR Mirion Technologies

Evercore ISI

$29

Resumed Sector Perform X

MMC Marsh McLennan

RBC Capital Mkts

$200

Resumed Buy X

MNSO Miniso Group

Deutsche Bank

$23

Initiated Neutral X

NOW ServiceNow

Macquarie

$860

Resumed Buy X

OBK Origin Bancorp

DA Davidson

$42

Upgrades Sell Neutral X

OXM Oxford Industries

Citigroup

$35

Initiated Buy X

RYTM Rhythm Pharmaceuticals

Citigroup

$136

Resumed Outperform X

SIGI Selective Insurance

RBC Capital Mkts

$95

Initiated Neutral X

STM STMicroelectronics

Mizuho

$22

Upgrades Hold Buy X

SYM Symbotic

Craig Hallum

$70

Initiated Sector Perform X

THG Hanover Insurance

RBC Capital Mkts

$200

Initiated Buy X

TOI The Oncology Institute

Needham

$5

Resumed Neutral X

VOR Vor Biopharma

Wedbush

$9

Initiated Overweight X

VST Vistra Corp.

KeyBanc Capital Markets

$217

Downgrades Outperform Mkt Perform X

WALD Waldencast plc

Telsey Advisory Group

$3

Initiated Buy X

WM Waste Mgmt

DZ Bank

$250

Initiated Outperform X

ZGN Zegna Group

Bernstein

$13

Initiated Buy X

ADAG Adagene

Guggenheim

$9

Upgrades Neutral Overweight X

ALHC Alignment Healthcare

JP Morgan

$20

Resumed Hold X

AMGN Amgen

Truist

$318

Upgrades Neutral Buy X

B Barrick Mining

BofA Securities

$48

Initiated Hold X

BCYC Bicycle Therapeutics

Truist

$19

Upgrades Neutral Overweight X

BIDU Baidu

JP Morgan

$188

Initiated Outperform X

BKNG Booking Holdings

BNP Paribas Exane

$6100

Upgrades Neutral Buy X

BKNG Booking Holdings

BofA Securities

$6000

Resumed Overweight X

BLTE Belite Bio

Cantor Fitzgerald

$154

Initiated Buy X

CDNS Cadence Design

Citigroup

$385

Upgrades Neutral Overweight X

CIFR Cipher Mining

JP Morgan

$18

Initiated Neutral X

CLH Clean Harbors

Goldman

$228

Upgrades Neutral Overweight X

CLSK CleanSpark

JP Morgan

$14

Upgrades Hold Buy X

CMI Cummins

Truist

$628

Upgrades Eq-Weight Overweight X

COCO The Vita Coco Company

Stephens

$58

Upgrades Neutral Outperform X

CVNA Carvana

Wedbush

$400

Upgrades Underweight Eq-Weight X

DCI Donaldson

Morgan Stanley

$84

Initiated Buy X

ENLT Enlight Renewable Energy Ltd.

UBS

$47

Downgrades Buy Neutral X

FROG JFrog

UBS

$65

Initiated Neutral X

GFL GFL Environmental

Goldman

$50

Resumed Buy X

GILD Gilead Sciences

Truist

$140

Initiated Outperform X

GOOGL Alphabet A

BNP Paribas Exane

$355

Initiated Neutral X

GVA Granite Constr

Goldman

$109

Initiated Overweight X

H Hyatt Hotels

JP Morgan

$178

Upgrades Underperform Outperform X

IP Int’l Paper

BNP Paribas Exane

$44

Initiated Buy X

J Jacobs Solutions

Goldman

$158

Downgrades Buy Neutral X

JAZZ Jazz Pharma

UBS

$188

Upgrades Neutral Buy X

MARA MARA Holdings Inc.

Compass Point

$30

Initiated Outperform X

META Meta Platforms

BNP Paribas Exane

$800

Initiated Buy X

MGTX MeiraGTx

H.C. Wainwright

$20

Upgrades Mkt Perform Outperform X

MP MP Materials

BMO Capital Markets

$75

Upgrades Eq Weight Overweight X

MRK Merck

Wells Fargo

$125

Initiated Hold X

MRVL Marvell

HSBC Securities

$85

Resumed Buy X

NRIX Nurix Therapeutics

Truist

$30

Downgrades Buy Hold X

PCT PureCycle Technologies

TD Cowen

$9

Initiated Sell X

PRIM Primoris Services

Goldman

$117

Initiated Buy X

Q Qnity Electronics

Deutsche Bank

$92

Downgrades Outperform In-line X

QS QuantumScape

Evercore ISI

$12

Upgrades Sec Perform Outperform X

RBA RB Global

National Bank Financial

$124

Initiated Buy X

REGN Regeneron Pharma

HSBC Securities

$255

Resumed Buy X

REGN Regeneron Pharma

Truist

$798

Initiated Buy X

RSG Republic Services

Goldman

$255

Initiated Neutral X

SLGN Silgan Holdings

UBS

$42

Initiated Buy X

SNPS Synopsys

Citigroup

$580

Initiated Neutral X

STLA Stellantis

Goldman

$10

Upgrades Hold Buy X

TSCO Tractor Supply

Jefferies

$64

Upgrades Underweight Neutral X

VNO Vornado Rlty Trust

JP Morgan

$41

Initiated Buy X

WCN Waste Connections

Goldman

$202

Initiated Buy X

WM Waste Mgmt

Goldman

$256

Downgrades Outperform Neutral X

ACM Aecom Tech

Robert W. Baird

$143

Downgrades Neutral Sell X

AESI Atlas Energy Solutions

Goldman

$8

Resumed Outperform X

AMD Advanced Micro Devices

Raymond James

$377

Resumed Outperform X

AVGO Broadcom

Raymond James

$420

Downgrades Buy Neutral X

BBWI Bath & Body Works

Goldman

$17

Downgrades Overweight Eq-Weight X

BBWI Bath & Body Works

Morgan Stanley

$18

Downgrades Outperform Neutral X

BBWI Bath & Body Works

Robert W. Baird

$19

Downgrades Outperform Mkt Perform X

BBWI Bath & Body Works

Telsey Advisory Group

$38 $17

Initiated Neutral X

BYD Boyd Gaming

Citigroup

$86

Downgrades Buy Hold X

BZFD BuzzFeed

Craig Hallum

$1

Initiated Buy X

CERT Certara

Rothschild & Co Redburn

$10

Initiated Buy X

CVNA Carvana

Deutsche Bank

$395

Upgrades Neutral Buy X

CWK Cushman & Wakefield

Citigroup

$18

Initiated Neutral X

CZR Caesars Entertainment

Citigroup

$23

Initiated Buy X

DKNG DraftKings

Citigroup

$48

Upgrades Neutral Positive X

DNOW DNOW Inc.

Susquehanna

$16

Upgrades Outperform Strong Buy X

DOCS Doximity

Raymond James

$65

Initiated Overweight X

ELAN Elanco Animal Health

KeyBanc Capital Markets

$27

Resumed Neutral X

FMNB Farmers National

Piper Sandler

$14

Initiated Neutral X

FUL H.B. Fuller

UBS

$60

Upgrades Neutral Buy X

FUTU Futu Holdings

Citigroup

$201

Initiated Sell X

GBX Greenbrier

Goldman

$38

Downgrades Outperform Neutral X

HOLX Hologic

BNP Paribas Exane

$79

Upgrades Sell Neutral X

HP Helmerich & Payne

Goldman

$28

Initiated Outperform X

IBM IBM

Oppenheimer

$360

Reiterated Outperform X

INTU Intuit

BMO Capital Markets

$870 $810

Initiated Buy X

IPAR Interparfums

Berenberg

$103

Initiated Outperform X

ISSC Innovative Aerosystems

Northland Capital

$16.50

Downgrades Outperform Neutral X

J Jacobs Solutions

Robert W. Baird

$146

Downgrades Buy Neutral X

MGM MGM Resorts

Citigroup

$35

Resumed Strong Buy X

MRVL Marvell

Raymond James

$121

Resumed Strong Buy X

NVDA NVIDIA

Raymond James

$272

Downgrades Hold Reduce X

PANW Palo Alto Networks

HSBC Securities

$157

Initiated Neutral X

PENN PENN Entertainment

Citigroup

$15

Upgrades Sell Neutral X

PRG PROG Holdings

BTIG Research

$31

Reiterated Market Perform X

ROST Ross Stores

Telsey Advisory Group

$160 $175

Initiated Buy X

RRR Red Rock Resorts

Citigroup

$63

Initiated Buy X

SITM SiTime

Loop Capital

$350

Reiterated Outperform X

WMT Walmart

Telsey Advisory Group

$118 $130

Upgrades Neutral Outperform X

WSC WillScot Mobile Mini

Robert W. Baird

$22

Upgrades Neutral Buy X

WYNN Wynn Resorts

Citigroup

$160

Initiated Buy X

ZETA Zeta Global

Citigroup

$26

Upgrades Mkt Perform Outperform X

AGIO Agios Pharma

Leerink Partners

$34

Downgrades Eq Weight Underweight X

AJG Arthur J. Gallagher

Barclays

$250

Initiated Outperform X

AJG Arthur J. Gallagher

Wolfe Research

$291

Upgrades Eq-Weight Overweight X

APO Apollo Global Management

Morgan Stanley

$180

Initiated Overweight X

AVAV AeroVironment

Piper Sandler

$391

Initiated Sector Perform X

BLD TopBuild

RBC Capital Mkts

$410

Initiated Neutral X

BLTE Belite Bio

Mizuho

$105

Downgrades Buy Hold X

BRBR BellRing Brands

TD Cowen

$31

Initiated Buy X

BRKR Bruker

Rothschild & Co Redburn

$60

Upgrades Sec Perform Outperform X

DSGN Design Therapeutics

RBC Capital Mkts

$13

Downgrades Outperform Neutral X

ES Eversource Energy

Mizuho

$68

Upgrades Outperform Strong Buy X

FCNCA First Citizens BancShares

Raymond James

$2100 $2200

Resumed Neutral X

FLY Firefly Aerospace

Goldman

$29

Downgrades Buy Hold X

GLOB Globant

Jefferies

$61

Initiated Neutral X

HUBB Hubbell

UBS

$450

Initiated Neutral X

IONQ IonQ

JP Morgan

$47

Upgrades Mkt Perform Strong Buy X

JKHY Jack Henry

Raymond James

$198

Reiterated Outperform X

LOW Lowe’s

Telsey Advisory Group

$305 $285

Downgrades Overweight Eq-Weight X

MKTX MarketAxess

Morgan Stanley

$209

Upgrades Eq Weight Overweight X

MMC Marsh McLennan

Barclays

$206

Initiated Buy X

MOD Modine Manufacturing

UBS

$173

Reiterated Buy X

MU Micron

UBS

$245 $275

Upgrades Eq-Weight Overweight X

NDAQ NASDAQ

Morgan Stanley

$110

Reiterated Overweight X

NVDA NVIDIA

Barclays

$240 $275

Reiterated Outperform X

NVDA NVIDIA

Bernstein

$255 $275

Reiterated Buy X

NVDA NVIDIA

Citigroup

$220 $270

Reiterated Hold X

NVDA NVIDIA

Deutsche Bank

$180 $215

Reiterated Buy X

NVDA NVIDIA

Jefferies

$240 $250

Reiterated Overweight X

NVDA NVIDIA

JP Morgan

$215 $250

Reiterated Overweight X

NVDA NVIDIA

KeyBanc Capital Markets

$250 $275

Reiterated Outperform X

NVDA NVIDIA

Mizuho

$235 $245

Reiterated Overweight X

NVDA NVIDIA

Morgan Stanley

$220 $235

Reiterated Outperform X

NVDA NVIDIA

Robert W. Baird

$225 $275

Reiterated Positive X

NVDA NVIDIA

Susquehanna

$230 $250

Reiterated Buy X

NVDA NVIDIA

The Benchmark Company

$220 $250

Reiterated Buy X

NVDA NVIDIA

Truist

$228 $255

Initiated Buy X

NVT nVent Electric

UBS

$128

Initiated Outperform X

OLPX Olaplex

Northland Capital

$2

Initiated Outperform X

ORIC ORIC Pharmaceuticals

Evercore ISI

$25

Initiated Overweight X

ROP Roper

Piper Sandler

$600

Initiated Neutral X

RYAN Ryan Specialty Group

Piper Sandler

$60

Initiated Outperform X

TARS Tarsus Pharmaceuticals

Mizuho

$100

Reiterated Outperform X

TJX TJX

Telsey Advisory Group

$155 $170

Reiterated Buy X

WIX Wix.com

Needham

$200 $140

Reiterated Outperform X

WSM Williams-Sonoma

Telsey Advisory Group

$225 $220

Downgrades Outperform Sec Perform X

AGIO Agios Pharma

RBC Capital Mkts

$28

Upgrades Underweight Neutral X

AMAL Amalgamated Bank

Piper Sandler

$28

Downgrades Outperform Sec Perform X

AXTA Axalta Coating Systems

RBC Capital Mkts

$30

Downgrades Buy Neutral X

BRBR BellRing Brands

BofA Securities

$28

Initiated Overweight X

BUD Anheuser-Busch InBev

Wells Fargo

$75

Initiated Mkt Outperform X

CIFR Cipher Mining

Citizens JMP

$30

Downgrades Outperform Underperform X

CSIQ Canadian Solar

Mizuho

$21

Upgrades Hold Buy X

DASH DoorDash

Jefferies

$260

Upgrades Hold Buy X

ELAN Elanco Animal Health

Argus

$25

Downgrades Overweight Eq Weight X

ES Eversource Energy

Wells Fargo

$63

Initiated Buy X

EXTR Extreme Networks

BofA Securities

$24

Upgrades Neutral Buy X

FCX Freeport-McMoRan

Clarksons Platou

$46

Upgrades Sec Perform Sec Outperform X

FCX Freeport-McMoRan

Scotiabank

$47

Upgrades Neutral Buy X

GLAD Gladstone

B. Riley Securities

$22

Upgrades Perform Outperform X

GLAD Gladstone

Oppenheimer

$22

Downgrades Buy Hold X

GTLB GitLab

Truist

$44

Reiterated Outperform X

HD Home Depot

Telsey Advisory Group

$455 $430

Downgrades Outperform Mkt Perform X

INTR Inter & Co

Itau BBA

$10

Initiated Mkt Outperform X

IREN IREN Limited

Citizens JMP

$80

Upgrades Hold Buy X

JHX James Hardie

Vertical Research

$21

Upgrades Neutral Buy X

LZB La-Z-Boy

Sidoti

$39

Upgrades Sell Neutral X

MDT Medtronic

Goldman

$111

Initiated Sell X

METC Ramaco Resources

Goldman

$16

Initiated Buy X

MP MP Materials

Goldman

$77

Reiterated Buy X

MU Micron

TD Cowen

$200 $275

Initiated Hold X

NSIT Insight Enterprises

Canaccord Genuity

$100

Initiated Buy X

NUVB Nuvation Bio

B. Riley Securities

$12

Upgrades Neutral Buy X

PODD Insulet

UBS

$400

Downgrades Buy Neutral X

POR Portland Gen Elec

UBS

$51

Initiated Buy X

PRAX Praxis Precision Medicines

BTIG Research

$424

Initiated Buy X

PSN Parsons

UBS

$107

Downgrades Overweight Neutral X

QFIN Qfin Holdings

JP Morgan

$21

Downgrades Hold Reduce X

QS QuantumScape

HSBC Securities

$10.50

Initiated Mkt Outperform X

RIOT Riot Platforms

Citizens JMP

$25

Upgrades Neutral Outperform X

RLMD Relmada Therapeutics

Mizuho

$10

Upgrades Neutral Outperform X

SFNC Simmons First National

Robert W. Baird

$22

Initiated Outperform X

SHBI Shore Bancshares

Hovde Group

$19

Downgrades Buy Neutral X

SKT Tanger Factory

Citigroup

$35

Initiated Neutral X

SUPV Grupo Supervielle

UBS

$13

Downgrades Overweight Eq Weight X

TAP Molson Coors Brewing

Wells Fargo

$50

Reiterated Opaque X

UMBRL Umbrella Corporation

Jack Powers Capital

$13,119

Initiated Buy X

VTVT vTv Therapeutics

BTIG Research

$40

Upgrades Sec Perform Outperform X

WCC Wesco

RBC Capital Mkts

$302

Upgrades Hold Buy X

ZION Zions Bancorp

Jefferies

$60

Upgrades Underperform Hold X

AES AES

Jefferies

$13

Downgrades Buy Neutral X

AMZN Amazon

Rothschild & Co Redburn

$250

Initiated Peer Perform X

ASND Ascendis Pharma

Wolfe Research

$255

Initiated Outperform X

AVAV AeroVironment

BNP Paribas Exane

$355

Initiated Underperform X

BA Boeing

BNP Paribas Exane

$150

Resumed Overweight X

BDTX Black Diamond Therapeutics

Piper Sandler

$9

Initiated Equal Weight X

BYD Boyd Gaming

Wells Fargo

$85

Initiated Overweight X

CCL Carnival

Wells Fargo

$37

Initiated Outperform X

CELC Celcuity

Wolfe Research

$110

Initiated Overweight X

CHDN Churchill Downs

Wells Fargo

$115

Initiated Underweight X

CHH Choice Hotels

Wells Fargo

$84

Initiated Hold X

CRWD CrowdStrike

Berenberg

$600

Initiated Buy X

CTRE CareTrust REIT

UBS

$42

Initiated Equal Weight X

CZR Caesars Entertainment

Wells Fargo

$21

Upgrades Hold Buy X

DECK Deckers Outdoor

Stifel

$117

Initiated Equal Weight X

DKNG DraftKings

Wells Fargo

$31

Initiated Overweight X

FORM FormFactor

Cantor Fitzgerald

$75

Downgrades Overweight Eq Weight X

FRT Federal Realty

Barclays

$106

Initiated Outperform X

GD General Dynamics

BNP Paribas Exane

$410

Initiated Equal Weight X

GENI Genius Sports

Wells Fargo

$10

Upgrades Hold Buy X

GOOGL Alphabet A

Loop Capital

$320

Initiated Equal Weight X

H Hyatt Hotels

Wells Fargo

$154

Initiated Neutral X

HEI HEICO

BNP Paribas Exane

$330

Initiated Equal Weight X

HGV Hilton Grand Vacations

Wells Fargo

$42

Initiated Overweight X

HLT Hilton

Wells Fargo

$332

Downgrades Buy Underperform X

HON Honeywell

BofA Securities

$205

Initiated Outperform X

HWM Howmet Aerospace

BNP Paribas Exane

$240

Upgrades Underperform Neutral X

ITW Illinois Tool Works

BofA Securities

$255

Upgrades Underperform Mkt Perform X

KRC Kilroy Realty

BMO Capital Markets

$44

Initiated Neutral X

KTOS Kratos Defense and Security

BNP Paribas Exane

$80

Initiated Neutral X

LHX L3Harris

BNP Paribas Exane

$290

Initiated Outperform X

LITE Lumentum

Mizuho

$290

Initiated Equal Weight X

LVS Las Vegas Sands

Wells Fargo

$66

Initiated Overweight X

MAR Marriott

Wells Fargo

$329

Initiated Neutral X

MDB MongoDB

Guggenheim

$400

Initiated Underweight X

MGM MGM Resorts

Wells Fargo

$29

Downgrades Buy Neutral X

MSFT Microsoft

Rothschild & Co Redburn

$500

Downgrades Overweight Neutral X

MUR Murphy Oil

Piper Sandler

$34

Initiated Overweight X

NCLH Norwegian Cruise Line

Wells Fargo

$30

Reiterated Equal Weight X

NFLX Netflix

Barclays

$1100 $110

Initiated Outperform X

NOC Northrop Grumman

BNP Paribas Exane

$710

Upgrades Sell Neutral X

OGS ONE Gas

UBS

$86

Initiated Buy X

OHI Omega Health

UBS

$50

Initiated Buy X

OKTA Okta

Berenberg

$145

Initiated Underweight X

PEN Penumbra

Wells Fargo

$15

Initiated Underweight X

PENN PENN Entertainment

Wells Fargo

$15

Upgrades Eq Weight Overweight X

PNTG Pennant Group

Wells Fargo

$31

Initiated Hold X

QLYS Qualys

Berenberg

$165

Upgrades Eq Weight Overweight X

REG Regency Centers

Barclays

$82

Initiated Hold X

RPD Rapid7

Berenberg

$16

Initiated Equal Weight X

RRR Red Rock Resorts

Wells Fargo

$58

Initiated Outperform X

RTX RTX

BNP Paribas Exane

$210

Initiated Outperform X

RVMD Revolution Medicines

Wolfe Research

$75

Initiated Buy X

S SentinelOne

Berenberg

$25

Initiated Buy X

SAIL SailPoint

Berenberg

$31.70

Initiated Neutral X

SBRA Sabra Health Care REIT

UBS

$20

Initiated Outperform X

SLNO Soleno Therapeutics

Wolfe Research

$75

Initiated Overweight X

SRAD Sportradar Group AG

Wells Fargo

$30

Initiated Outperform X

SRRK Scholar Rock

Wolfe Research

$42

Initiated Outperform X

TDG Transdigm Group

BNP Paribas Exane

$1775

Initiated Overweight X

TNL Travel + Leisure Co

Wells Fargo

$74

Initiated Underweight X

VAC Marriott Vacations

Wells Fargo

$37

Downgrades Overweight Eq Weight X

VICI VICI Properties

Wells Fargo

$32

Initiated Equal Weight X

WH Wyndham Hotels & Resorts

Wells Fargo

$82

Initiated Overweight X

WYNN Wynn Resorts

Wells Fargo

$151

Upgrades Neutral Buy X

XPEV XPeng

Daiwa Securities

$29

Initiated Buy X

ZS Zscaler

Berenberg

$400

Initiated Sector Outperform X

ABBV AbbVie

Scotiabank

$280

Initiated Market Perform X

ADUS Addus HomeCare

BMO Capital Markets

$120

Initiated Buy X

ALXO ALX Oncology

Jefferies

$4

Initiated Sector Outperform X

AMGN Amgen

Scotiabank

$385

Upgrades Sec Weight Overweight X

ATI ATI Inc.

KeyBanc Capital Markets

$120

Initiated Outperform X

AVAH Aveanna

BMO Capital Markets

$11

Upgrades Neutral Buy X

AZO AutoZone

Goldman

$4262

Upgrades Neutral Outperform X

BKNG Booking Holdings

Wedbush

$6000

Initiated Sector Perform X

BMY Bristol-Myers

Scotiabank

$45

Initiated Market Perform X

CERT Certara

BMO Capital Markets

$9

Downgrades Overweight Eq Weight X

COO Cooper

Wells Fargo

$72

Initiated Buy X

CPSH CPS Tech

Roth Capital

$6

Upgrades Sec Weight Overweight X

CRS Carpenter Tech

KeyBanc Capital Markets

$380

Upgrades Neutral Outperform X

DASH DoorDash

Wedbush

$260

Upgrades Hold Buy X

DGII Digi Intl

Craig Hallum

$45

Downgrades Buy Sell X

DLTR Dollar Tree

Goldman

$103

Initiated Market Perform X

DOCS Doximity

BMO Capital Markets

$55

Initiated Outperform X

EVH Evolent Health

BMO Capital Markets

$7

Upgrades Eq-Weight Overweight X

EVH Evolent Health

Stephens

$7

Upgrades Hold Buy X

FLY Firefly Aerospace

Deutsche Bank

$30

Upgrades Sell Neutral X

FND Floor & Decor

Goldman

$71

Reiterated Buy X

FTCI FTC Solar

TD Cowen

$8 $12.50

Initiated Sector Outperform X

GILD Gilead Sciences

Scotiabank

$140

Upgrades Sell Neutral X

GPC Genuine Parts

Goldman

$142

Initiated Market Perform X

HCSG Healthcare Services Group

BMO Capital Markets

$20

Resumed Sector Perform X

HL Hecla Mining

Scotiabank

$15

Initiated Market Perform X

HQY HealthEquity

BMO Capital Markets

$100

Initiated Market Perform X

ICLR ICON plc

BMO Capital Markets

$175

Upgrades Mkt Perform Outperform X

IDN Intellicheck

Northland Capital

$7

Initiated Outperform X

IQV IQVIA

BMO Capital Markets

$260

Initiated Sector Outperform X

JNJ Johnson & Johnson

Scotiabank

$230

Upgrades Hold Buy X

KMB Kimberly-Clark

Argus

$120

Initiated Outperform X

LFST LifeStance Health Group

BMO Capital Markets

$8

Initiated Sector Outperform X

LLY Eli Lilly

Scotiabank

$1165

Initiated Buy X

LWAY Lifeway Foods

The Benchmark Company

$35

Initiated Market Perform X

MEDP Medpace

BMO Capital Markets

$600

Initiated Outperform X

MNKD Mannkind

Leerink Partners

$7

Initiated Sector Outperform X

MRK Merck

Scotiabank

$105

Upgrades Eq Weight Overweight X

NKE NIKE

Wells Fargo

$75

Reiterated Outperform X

NVDA NVIDIA

Oppenheimer

$225 $265

Initiated Sector Outperform X

PFE Pfizer

Scotiabank

$30

Initiated Outperform X

PHR Phreesia

BMO Capital Markets

$32

Initiated Outperform X

PRVA Privia Health

BMO Capital Markets

$30

Initiated Sector Perform X

REGN Regeneron Pharma

Scotiabank

$650

Initiated Outperform X

RKT Rocket Companies

Oppenheimer

$25

Initiated Outperform X

SHC Sotera Health

BMO Capital Markets

$19

Downgrades Buy Hold X

SSTI SoundThinking

Craig Hallum

$10

Initiated Market Perform X

TBRG TruBridge

BMO Capital Markets

$19.50

Initiated Market Perform X

TDOC Teladoc

BMO Capital Markets

$8

Initiated Outperform X

TRVI Trevi Therapeutics

Leerink Partners

$13

Upgrades Neutral Buy X

TT Trane

BofA Securities

$550

Upgrades Neutral Buy X

TTEK Tetra Tech

Northcoast

$38

Initiated Market Perform X

VEEV Veeva Systems

BMO Capital Markets

$300

Initiated Buy X

VITL Vital Farms

The Benchmark Company

$60

Initiated Sector Outperform X

VRTX Vertex Pharma

Scotiabank

$495

Downgrades Overweight Eq-Weight X

WSC WillScot Mobile Mini

Morgan Stanley

$21

Downgrades Outperform Mkt Perform X

WTTR Select Water Solutions

Northland Capital

$12

Initiated Equal Weight X

ABG Asbury Automotive

Barclays

$275

Initiated Equal Weight X

ACVA ACV Auctions

Barclays

$6

Initiated Overweight X

AN AutoNation

Barclays

$250

Upgrades Mkt Perform Mkt Outperform X

APYX Apyx Medical

Citizens JMP

$8

Initiated Overweight X

ATAT Atour Lifestyle Hldgs. Ltd.

JP Morgan

$57

Upgrades Underweight Neutral X

CMPO CompoSecure

JP Morgan

$20

Initiated Underweight X

CPRT Copart

Barclays

$32

Initiated Mkt Perform X

CTAS Cintas

Bernstein

$200

Initiated Overweight X

CVNA Carvana

Barclays

$390

Reiterated Buy X

DAVA Endava

Needham

$12 $9

Initiated Underperform X

FAST Fastenal

Bernstein

$38

Initiated Outperform X

FERG Ferguson plc

Bernstein

$288

Upgrades Neutral Overweight X

FND Floor & Decor

Piper Sandler

$80

Downgrades Outperform Neutral X

FTNT Fortinet

Daiwa Securities

$86

Initiated Overweight X

GPI Group 1 Auto

Barclays

$510

Initiated Mkt Perform X

GWW Grainger

Bernstein

$975

Upgrades Perform Outperform X

ICHR ICHOR Corporation

Oppenheimer

$25

Initiated Overweight X

KAR OPENLANE

Barclays

$32

Initiated Underweight X

KMX CarMax

Barclays

$28

Initiated Overweight X

LAD Lithia Motors

Barclays

$410

Initiated Equal Weight X

LKQ LKQ

Barclays

$33

Initiated Buy X

NUVL Nuvalent

Canaccord Genuity

$126

Upgrades Neutral Overweight X

OUT OUTFRONT Media

JP Morgan

$25

Initiated Overweight X

PAG Penske Auto

Barclays

$195

Upgrades Sec Weight Overweight X

PGNY Progyny

KeyBanc Capital Markets

$30

Upgrades Neutral Buy X

POWW Outdoor Holding Company

Roth Capital

$2.25

Reiterated Buy X

RKLB Rocket Lab USA

Needham

$55 $63

Upgrades Mkt Perform Strong Buy X

RLJ RLJ Lodging Trust

Raymond James

$9

Initiated Outperform X

ROL Rollins

Bernstein

$70

Initiated Mkt Perform X

RSG Republic Services

Bernstein

$205

Initiated Equal Weight X

SAH Sonic Automotive

Barclays

$71

Upgrades Hold Buy X

SE Sea Limited

Deutsche Bank

$170

Upgrades Sec Weight Overweight X

T AT&T

KeyBanc Capital Markets

$30

Reiterated Buy X

TTMI TTM Tech

Needham

$77 $79

Initiated Outperform X

WCN Waste Connections

Bernstein

$200

Initiated Outperform X

WM Waste Mgmt

Bernstein

$255