Upgrades Mkt Perform Mkt Outperform X

ABNB Airbnb

Citizens JMP

$160

Downgrades Overweight Eq Weight X

AES AES

Barclays

$15

Downgrades Buy Neutral X

AMR Alpha Metallurgical Resources

B. Riley Securities

$203

Upgrades Neutral Outperform X

BKNG Booking Holdings

Mizuho

$6000

Upgrades Neutral Buy X

BR Broadridge Financial

DA Davidson

$228

Downgrades Neutral Sell X

CF CF Industries

Rothschild & Co Redburn

$72

Upgrades Outperform Strong Buy X

CIGI Colliers

Raymond James

$200

Reiterated Outperform X

CMG Chipotle Mexican Grill

Telsey Advisory Group

$50 $48

Upgrades Neutral Outperform X

CPRI Capri Holdings

Robert W. Baird

$26

Initiated Overweight X

CTO CTO Realty Growth

Cantor Fitzgerald

$20

Upgrades Eq Weight Overweight X

DVN Devon Energy

Barclays

$50

Upgrades Underperform Mkt Perform X

ENPH Enphase Energy

BMO Capital Markets

$41

Upgrades Hold Buy X

ENPH Enphase Energy

HSBC Securities

$52

Upgrades Sec Perform Outperform X

ENPH Enphase Energy

RBC Capital Mkts

$54

Reiterated Hold X

ENPH Enphase Energy

TD Cowen

$35 $40

Downgrades Buy Hold X

ENTG Entegris

Deutsche Bank

$105

Reiterated Hold X

EPD Enterprise Products

TD Cowen

$33 $34

Upgrades Underperform Buy X

FIVE Five Below

BofA Securities

$233

Upgrades Peer Perform Outperform X

FN Fabrinet

Wolfe Research

$540

Initiated Overweight X

GNL Global Net Lease

Cantor Fitzgerald

$11

Downgrades Overweight Eq-Weight X

HIMX Himax Tech

Morgan Stanley

$8

Initiated Hold X

KTB Kontoor Brands

Jefferies

$65

Initiated Buy X

LEVI Levi Strauss

Jefferies

$25

Initiated Overweight X

MDV Modiv

Cantor Fitzgerald

$18

Reiterated Buy X

MPC Marathon Petroleum

TD Cowen

$183 $198

Upgrades Neutral Buy X

NET Cloudflare

BTIG Research

$199

Upgrades Underweight Eq Weight X

NOV NOV Inc.

Barclays

$20

Upgrades Neutral Buy X

OMCL Omnicell

BofA Securities

$70

Reiterated Outperform X

ORCL Oracle

BMO Capital Markets

$270 $205

Downgrades Buy Hold X

PYPL PayPal

Canaccord Genuity

$42

Upgrades Sell Neutral X

PYPL PayPal

Compass Point

$51

Downgrades Buy Hold X

PYPL PayPal

HSBC Securities

$47

Initiated Buy X

SEIC SEI Investments

UBS

$115

Reiterated Buy X

SWKS Skyworks

Craig Hallum

$85 $75

Downgrades Outperform Neutral X

TDG Transdigm Group

Robert W. Baird

$1400

Reiterated Outperform X

TEAM Atlassian

BMO Capital Markets

$195 $135

Downgrades Outperform Mkt Perform X

TER Teradyne

Northland Capital

$270

Upgrades Mkt Perform Mkt Outperform X

UBER Uber

Citizens JMP

$100

Upgrades Mkt Perform Outperform X

VRSK Verisk Analytics

BMO Capital Markets

$233

Initiated Buy X

VSTM Verastem

H.C. Wainwright

$18

Reiterated Sure X

WAYNE Wayne Enterprises

Jack Powers Capital

$15,515

Initiated Overweight X

WSR Whitestone REIT

Cantor Fitzgerald

$16

Downgrades Overweight Neutral X

ADBE Adobe

Piper Sandler

$330

Upgrades Eq-Weight Overweight X

AFRM Affirm

Morgan Stanley

$76

Initiated Buy X

AKTS Aktis Oncology

BofA Securities

$34

Initiated Overweight X

AKTS Aktis Oncology

JP Morgan

$30

Initiated Outperform X

AKTS Aktis Oncology

Leerink Partners

$31

Initiated Neutral X

ARE Alexandria RE

Goldman

$60

Reiterated Outperform X

BBT Beacon Financial Corporation

Hovde Group

$31 $33

Resumed Buy X

BDX Becton Dickinson

Citigroup

$233

Downgrades Buy Neutral X

BEKE KE Holdings

Goldman

$19

Reiterated Buy X

BKNG Booking Holdings

UBS

$6806 $6608

Upgrades Neutral Buy X

BPOP Popular

BofA Securities

$156

Reiterated Market Perform X

BPRN Bank of Princeton

Hovde Group

$35 $37.50

Initiated Neutral X

CCRN Cross Country

Wedbush

$11

Reiterated Buy X

COO Cooper

Needham

$100 $99

Resumed Overweight X

DIS Walt Disney

Morgan Stanley

$135

Upgrades Neutral Buy X

ELS Equity Lifestyle Properties

BofA Securities

$76

Downgrades Outperform Sec Perform X

ELV Elevance Health

RBC Capital Mkts

$358

Reiterated Outperform X

FCCO First Community

Hovde Group

$32 $34

Upgrades Mkt Perform Outperform X

FDX FedEx

Bernstein

$427

Upgrades Eq Weight Overweight X

FDX FedEx

Wells Fargo

$380

Downgrades Overweight Neutral X

FRSH Freshworks

Piper Sandler

$12

Initiated Buy X

GLIBA GCI Liberty

Seaport Research Partners

$68

Resumed Outperform X

HBAN Huntington Banc

Evercore ISI

$21

Downgrades Neutral Underperform X

HPQ HP Inc.

BofA Securities

$20

Upgrades Sell Neutral X

JBLU JetBlue Airways

Citigroup

$6

Upgrades Underperform Neutral X

JPM JPMorgan Chase

Robert W. Baird

$280

Initiated Neutral X

LMB Limbach

JP Morgan

$100

Downgrades Buy Hold X

LMT Lockheed Martin

DZ Bank

$665

Upgrades Neutral Outperform X

MA Mastercard

Daiwa Securities

$610

Upgrades Hold Buy X

MAN Manpower

Argus

$42

Resumed Buy X

MDT Medtronic

Citigroup

$117

Initiated Neutral X

MSA MSA Safety

JP Morgan

$200

Resumed Overweight X

MSFT Microsoft

Piper Sandler

$600

Upgrades Underperform Neutral X

OSK Oshkosh

BofA Securities

$149

Initiated Equal-Weight X

OVV Ovintiv

Stephens

$44

Upgrades Hold Buy X

PLTR Palantir Technologies

HSBC Securities

$205

Upgrades Mkt Perform Outperform X

PLTR Palantir Technologies

Northland Capital

$190

Upgrades Neutral Outperform X

PLTR Palantir Technologies

Robert W. Baird

$200

Initiated Buy X

PSTV Plus Therapeutics

Lake Street

$2

Upgrades Neutral Buy X

QTWO Q2 Holdings

DA Davidson

$82

Upgrades Underperform Neutral X

SGML Sigma Lithium

BofA Securities

$14

Initiated Buy X

SGMT Sagimet Biosciences

Guggenheim

$27

Reiterated Outperform X

SHBI Shore Bancshares

Hovde Group

$19 $22

Downgrades Buy Hold X

SNDR Schneider National

Stifel

$26

Upgrades Neutral Overweight X

SOFI SoFi Technologies

JP Morgan

$31

Initiated Neutral X

STAA STAAR Surgical

Wedbush

$26

Upgrades Mkt Perform Outperform X

STEL Stellar Bank

Keefe Bruyette

$44

Downgrades Overweight Eq-Weight X

STLA Stellantis

Morgan Stanley

$10.90

Initiated Outperform X

TASK TaskUs

Wedbush

$15

Upgrades Neutral Outperform X

V Visa

Daiwa Securities

$370

Downgrades Overweight Neutral X

VERX Vertex

Piper Sandler

$20

Downgrades Neutral Underperform X

XOM Exxon Mobil

BNP Paribas Exane

$125

Reiterated Buy X

XOM Exxon Mobil

TD Cowen

$135 $145

Upgrades Neutral Overweight X

ADSK Autodesk

JP Morgan

$319

Reiterated Mkt Outperform X

AMZN Amazon

Citizens JMP

$300 $315

Reiterated Market Perform X

AROW Arrow Financial

Hovde Group

$33.50 $34.50

Downgrades Overweight Neutral X

BBY Best Buy

JP Morgan

$76

Downgrades Outperform Mkt Perform X

BNTX BioNTech

Leerink Partners

$113

Reiterated Market Perform X

BWFG Bankwell Financial Group

Hovde Group

$48 $49

Reiterated Outperform X

CBAN Colony Bankcorp

Hovde Group

$21 $22

Initiated Buy X

CDZI Cadiz

Maxim Group

$10

Initiated Buy X

CGEM Cullinan Therapeutics

Guggenheim

$30

Upgrades Underweight Neutral X

CHD Church & Dwight

JP Morgan

$100

Downgrades Buy Hold X

CRUS Cirrus Logic

Loop Capital

$130

Downgrades Buy Hold X

CVX Chevron

HSBC Securities

$180

Reiterated Hold X

CVX Chevron

TD Cowen

$160 $168

Initiated Buy X

DAIO Data I/O

Ladenburg Thalmann

$5

Upgrades Neutral Outperform X

DAR Darling Ingredients

Robert W. Baird

$62

Downgrades Sec Outperform Sec Perform X

FTNT Fortinet

Scotiabank

$85

Upgrades Neutral Buy X

FUTU Futu Holdings

Goldman

$213.39

Reiterated Neutral X

HSY Hershey Foods

DA Davidson

$185 $207

Downgrades Eq-Weight Underweight X

HUM Humana

Morgan Stanley

$174

Resumed Buy X

HUT Hut 8 Mining

H.C. Wainwright

$80

Downgrades Eq Weight Underweight X

INDB Independent Bank

Barclays

$80

Downgrades Buy Neutral X

IP Int’l Paper

UBS

$44

Upgrades Neutral Overweight X

LBRT Liberty Energy

Piper Sandler

$32

Upgrades Neutral Buy X

MCD McDonald’s

BTIG Research

$360

Upgrades Sec Perform Sec Outperform X

MOS Mosaic

Scotiabank

$36

Initiated Buy X

NSPR InspireMD

Maxim Group

$6

Reiterated Outperform X

ORRF Orrstown Financial Services

Hovde Group

$40 $42

Downgrades Eq Weight Underweight X

PB Prosperity Bancshares

Barclays

$68

Initiated Equal Weight X

PRAX Praxis Precision Medicines

Wells Fargo

$282

Downgrades Neutral Underweight X

PTC PTC

JP Morgan

$162

Reiterated Market Perform X

SBSI Southside Banc

Hovde Group

$32 $34

Reiterated Buy X

SOFI SoFi Technologies

Needham

$36 $33

Initiated Mkt Outperform X

STC Stewart Info

Citizens JMP

$80

Initiated Buy X

THR Thermon Group

Craig Hallum

$60

Reiterated Neutral X

TOST Toast

DA Davidson

$42 $36

Initiated Outperform X

VG Venture Global

Raymond James

$11

Resumed Equal-Weight X

WEX WEX

Morgan Stanley

$144

Reiterated Buy X

AAL American Airlines

TD Cowen

$19 $17

Reiterated Underweight X

AAPL Apple

Barclays

$230 $239

Reiterated Overweight X

AAPL Apple

JP Morgan

$315 $325

Upgrades Hold Buy X

AAPL Apple

Maxim Group

$300

Reiterated Buy X

AAPL Apple

Monness Crespi & Hardt

$300 $315

Reiterated Neutral X

AAPL Apple

Rosenblatt

$250 $267

Reiterated Buy X

ALGM Allegro Microsystems

TD Cowen

$38 $45

Reiterated Buy X

ALK Alaska Air

TD Cowen

$64 $63

Upgrades Underweight Neutral X

AMP Ameriprise Financial

Piper Sandler

$530

Initiated Buy X

ATCX Atlas Critical Minerals

Alliance Global Partners

$42

Upgrades Peer Perform Outperform X

AVGO Broadcom

Wolfe Research

$400

Reiterated Outperform X

CCB Coastal Financial

Hovde Group

$140 $133

Reiterated Market Perform X

CIVB Civista Bancshares

Hovde Group

$23 $26

Reiterated Outperform X

CNOB ConnectOne Bancorp

Hovde Group

$32.50 $32

Reiterated Market Perform X

DECK Deckers Outdoor

Telsey Advisory Group

$105 $120

Upgrades Eq Weight Overweight X

DGX Quest Diagnostics

Barclays

$210

Reiterated Outperform X

FFBC First Financial Bancorp

Hovde Group

$32 $34

Upgrades Hold Buy X

GMED Globus Medical

Needham

$112

Upgrades Underweight Eq-Weight X

HXL Hexcel

Morgan Stanley

$90

Reiterated Outperform X

INBK First Internet Bancorp

Hovde Group

$26 $29

Upgrades Underweight Eq Weight X

IP Int’l Paper

Wells Fargo

$40

Initiated Outperform X

IRS IRSA Inversiones

Itau BBA

$23

Downgrades Buy Hold X

KVUE Kenvue

Jefferies

$18

Reiterated Hold X

LBRT Liberty Energy

TD Cowen

$19 $21

Upgrades Mkt Perform Outperform X

LUV Southwest Air

BMO Capital Markets

$57.50

Reiterated Hold X

LUV Southwest Air

TD Cowen

$42 $50

Resumed Overweight X

MDT Medtronic

Wells Fargo

$114

Upgrades Sec Perform Sec Outperform X

O Realty Income

Scotiabank

$67

Downgrades Overweight Neutral X

OTIS Otis Worldwide

JP Morgan

$98

Downgrades Buy Hold X

PINS Pinterest

HSBC Securities

$24.90

Initiated Outperform X

PLSE Pulse Biosciences

Mizuho

$25

Reiterated Outperform X

RNST Renasant

Hovde Group

$41 $44

Upgrades Neutral Buy X

RPRX Royalty Pharma

UBS

$49

Reiterated Overweight X

SBUX Starbucks

Barclays

$110 $116

Reiterated Overweight X

SBUX Starbucks

Piper Sandler

$100 $103

Reiterated Buy X

SNDR Schneider National

TD Cowen

$31 $30

Upgrades Neutral Buy X

SPOT Spotify

Citigroup

$650

Upgrades Neutral Outperform X

TAL TAL Education

Macquarie

$18

Reiterated Outperform X

TSCO Tractor Supply

Telsey Advisory Group

$70 $63

Reiterated Underweight X

TSLA Tesla

JP Morgan

$150 $145

Downgrades Sec Outperform Sec Perform X

VICI VICI Properties

Scotiabank

$30

Reiterated Outperform X

VLY Valley National

Hovde Group

$14 $15

Upgrades Mkt Perform Strong Buy X

VLY Valley National

Raymond James

$15

Reiterated Buy X

WDC Western Digital

TD Cowen

$200 $325

Resumed Hold X

WERN Werner Enterprises

TD Cowen

$31

Initiated Neutral X

AEM Agnico-Eagle Mines

JP Morgan

$248

Initiated Buy X

AMPX Amprius Technologies

Needham

$20

Initiated Overweight X

B Barrick Mining

JP Morgan

$68

Upgrades Underperform Mkt Perform X

BRO Brown & Brown

Keefe Bruyette

$73

Reiterated Hold X

CHRW C.H. Robinson

TD Cowen

$165 $194

Upgrades Eq-Weight Overweight X

COR Cencora

Morgan Stanley

$400

Reiterated Outperform X

DDOG Datadog

BMO Capital Markets

$215 $170

Downgrades Outperform Mkt Perform X

FSLR First Solar

BMO Capital Markets

$263

Initiated Buy X

FTK Flotek Industries

Lake Street

$25

Upgrades Neutral Buy X

FTNT Fortinet

Rosenblatt

$100

Upgrades Hold Buy X

GM General Motors

DZ Bank

$98

Reiterated Market Perform X

HBCP Home Bancorp

Hovde Group

$61 $62

Upgrades Neutral Buy X

HCC Warrior Met Coal

UBS

$108

Reiterated Outperform X

HUBS HubSpot

BMO Capital Markets

$465 $385

Upgrades Hold Buy X

LFUS Littelfuse

The Benchmark Company

$360

Initiated Buy X

LPTH LightPath

Canaccord Genuity

$15

Reiterated Buy X

LRCX Lam Research

TD Cowen

$170 $290

Reiterated Overweight X

META Meta Platforms

Barclays

$770 $800

Reiterated Outperform X

META Meta Platforms

Bernstein

$870 $900

Reiterated Market Perform X

META Meta Platforms

BMO Capital Markets

$710 $730

Reiterated Buy X

META Meta Platforms

BofA Securities

$810 $885

Reiterated Buy X

META Meta Platforms

Canaccord Genuity

$900 $930

Reiterated Overweight X

META Meta Platforms

Cantor Fitzgerald

$750 $860

Reiterated Buy X

META Meta Platforms

Deutsche Bank

$880 $920

Reiterated Outperform X

META Meta Platforms

Evercore ISI

$875 $900

Reiterated Buy X

META Meta Platforms

Guggenheim

$800 $850

Reiterated Buy X

META Meta Platforms

Jefferies

$910 $1000

Reiterated Overweight X

META Meta Platforms

JP Morgan

$800 $825

Reiterated Overweight X

META Meta Platforms

KeyBanc Capital Markets

$835 $855

Reiterated Outperform X

META Meta Platforms

Mizuho

$815 $850

Reiterated Buy X

META Meta Platforms

Monness Crespi & Hardt

$808 $890

Reiterated Overweight X

META Meta Platforms

Morgan Stanley

$750 $825

Reiterated Overweight X

META Meta Platforms

Piper Sandler

$840 $880

Reiterated Buy X

META Meta Platforms

Pivotal Research Group

$930 $910

Reiterated Outperform X

META Meta Platforms

Robert W. Baird

$815 $830

Reiterated Buy X

META Meta Platforms

Roth Capital

$800 $850

Reiterated Buy X

META Meta Platforms

Stifel

$785 $820

Reiterated Buy X

META Meta Platforms

UBS

$830 $872

Reiterated Outperform X

META Meta Platforms

Wedbush

$880 $900

Reiterated Overweight X

META Meta Platforms

Wells Fargo

$754 $849

Reiterated Outperform X

META Meta Platforms

Wolfe Research

$800 $850

Reiterated Overweight X

MSFT Microsoft

Barclays

$610 $600

Reiterated Outperform X

MSFT Microsoft

Bernstein

$645 $641

Reiterated Outperform X

MSFT Microsoft

BMO Capital Markets

$625 $575

Reiterated Buy X

MSFT Microsoft

Citigroup

$660 $635

Reiterated Buy X

MSFT Microsoft

Deutsche Bank

$630 $575

Reiterated Outperform X

MSFT Microsoft

Evercore ISI

$640 $580

Reiterated Buy X

MSFT Microsoft

Goldman

$655 $600

Reiterated Overweight X

MSFT Microsoft

JP Morgan

$575 $550

Reiterated Overweight X

MSFT Microsoft

KeyBanc Capital Markets

$630 $600

Reiterated Overweight X

MSFT Microsoft

Piper Sandler

$650 $600

Reiterated Outperform X

MSFT Microsoft

Robert W. Baird

$600 $540

Reiterated Buy X

MSFT Microsoft

Stifel

$520 $540

Reiterated Outperform X

MSFT Microsoft

Wedbush

$625 $575

Reiterated Overweight X

MSFT Microsoft

Wells Fargo

$630 $615

Reiterated Outperform X

NOW ServiceNow

BMO Capital Markets

$175 $170

Downgrades Overweight Eq Weight X

OHI Omega Health

Wells Fargo

$45

Reiterated Outperform X

PB Prosperity Bancshares

Hovde Group

$75 $77

Downgrades Overweight Neutral X

PB Prosperity Bancshares

Piper Sandler

$74

Reiterated Market Perform X

SYBT Stock Yards Bancorp

Hovde Group

$73 $75

Reiterated Market Perform X

TRMK Trustmark

Hovde Group

$42 $44.50

Reiterated Market Perform X

VFC V.F. Corp

Telsey Advisory Group

$16 $20

Upgrades Underperform Neutral X

WERN Werner Enterprises

Robert W. Baird

$34

Upgrades Underweight Eq Weight X

ZG Zillow

Barclays

$72

Resumed Overweight X

ALNY Alnylam Pharma

Barclays

$527

Initiated Overweight X

ALT Altimmune

Barclays

$20

Upgrades Neutral Outperform X

AMAT Applied Materials

Mizuho

$370

Downgrades Overweight Eq-Weight X

AMCR Amcor

Morgan Stanley

$46

Reiterated Overweight X

AMZN Amazon

KeyBanc Capital Markets

$303 $308

Reiterated Outperform X

AMZN Amazon

Oppenheimer

$305 $315

Initiated Equal Weight X

APLS Apellis Pharmaceuticals

Barclays

$24

Downgrades Outperform Neutral X

ARRY Array Tech

Robert W. Baird

$11

Initiated Overweight X

ASND Ascendis Pharma

Barclays

$342

Initiated Overweight X

BBIO BridgeBio Pharma

Barclays

$157

Initiated Equal Weight X

BE Bloom Energy

Barclays

$153

Initiated Buy X

BE Bloom Energy

China Renaissance

$207

Downgrades Buy Hold X

BJ BJ’s Wholesale

Jefferies

$90

Resumed Overweight X

BMRN BioMarin Pharmaceutical

Barclays

$80

Reiterated Outperform X

BPOP Popular

Hovde Group

$153 $176

Downgrades Buy Neutral X

BRO Brown & Brown

Citigroup

$83

Reiterated Ubiquitous X

BURNZ Burns Industries

Jack Powers Capital

$5,012

Initiated Overweight X

CBIO Crescent Biopharma

Piper Sandler

$35

Downgrades Outperform Mkt Perform X

CCBG Capital City Bank

Keefe Bruyette

$45

Initiated Buy X

CLS Celestica

BofA Securities

$400

Initiated Neutral X

COIN Coinbase Global

Robert W. Baird

$240

Resumed Overweight X

CYTK Cytokinetics

Barclays

$87

Reiterated Outperform X

FBP First Bancorp

Hovde Group

$25 $26

Resumed Overweight X

FDMT 4D Molecular Therapeutics

Barclays

$33

Initiated Overweight X

GOSS Gossamer Bio

Barclays

$9

Initiated Overweight X

INSM Insmed

Barclays

$231

Resumed Overweight X

IONS Ionis Pharma

Barclays

$95

Initiated Overweight X

IVA Inventiva

Barclays

$18

Upgrades Eq-Weight Overweight X

JNJ Johnson & Johnson

Morgan Stanley

$262

Upgrades Hold Buy X

KKR KKR

HSBC Securities

$144

Downgrades Overweight Neutral X

KOF Coca-Cola FEMSA

JP Morgan

$100

Resumed Overweight X

KYMR Kymera Therapeutics

Barclays

$133

Upgrades Neutral Buy X

MCHP Microchip

BofA Securities

$95

Initiated Overweight X

MDGL Madrigal Pharmaceuticals

Barclays

$964

Downgrades Buy Hold X

MLM Martin Marietta

Loop Capital

$690

Resumed Equal Weight X

MRNA Moderna

Barclays

$25

Downgrades Buy Neutral X

NUE Nucor

UBS

$183

Upgrades Sec Weight Overweight X

NXT Nextpower

KeyBanc Capital Markets

$142

Reiterated Hold X

NXT Nextpower

TD Cowen

$88 $105

Downgrades Neutral Underperform X

PAA Plains All American

BofA Securities

$19

Downgrades Neutral Underperform X

PAGP Plains GP

BofA Securities

$19

Resumed Overweight X

PTCT PTC Therapeutics

Barclays

$119

Downgrades Neutral Sell X

PYPL PayPal

Rothschild & Co Redburn

$50

Reiterated Buy X

QRVO Qorvo

Craig Hallum

$110 $95

Reiterated Hold X

QRVO Qorvo

TD Cowen

$95 $80

Initiated Equal Weight X

QURE uniQure

Barclays

$31

Resumed Overweight X

RGNX REGENXBIO

Barclays

$37

Initiated Overweight X

RJF Raymond James

Barclays

$191

Downgrades Buy Hold X

ROP Roper

Stifel

$385

Initiated Neutral X

RUSHA Rush Enterprises

UBS

$70

Initiated Equal Weight X

SGMT Sagimet Biosciences

Barclays

$8

Resumed Equal Weight X

SRPT Sarepta Therapeutics

Barclays

$20

Initiated Overweight X

STTK Shattuck Labs

Piper Sandler

$15

Reiterated Buy X

STX Seagate Tech

TD Cowen

$340 $500

Upgrades Neutral Buy X

SYF Synchrony Financial

Compass Point

$96

Initiated Overweight X

TPG TPG Inc.

Barclays

$78

Initiated Outperform X

TRDA Entrada Therapeutics

Oppenheimer

$21

Upgrades Underperform Neutral X

TXN Texas Instruments

BofA Securities

$235

Reiterated Buy X

TXN Texas Instruments

TD Cowen

$225 $240

Initiated Overweight X

TYRA Tyra Biosciences

Barclays

$59

Downgrades Neutral Underperform X

UMC United Micro

BNP Paribas Exane

$8.60

Reiterated Buy X

UNP Union Pacific

TD Cowen

$257 $255

Reiterated Hold X

UPS UPS

TD Cowen

$101 $115

Upgrades Sell Neutral X

UUUU Energy Fuels

Roth Capital

$15.50

Upgrades Neutral Buy X

V Visa

Rothschild & Co Redburn

$385

Resumed Overweight X

VRTX Vertex Pharma

Barclays

$606

Downgrades Overweight Neutral X

WAL Western Alliance Bancorp

JP Morgan

$105

Downgrades Overweight Eq-Weight X

AA Alcoa

Morgan Stanley

$64

Initiated Overweight X

ADP Automatic Data

Cantor Fitzgerald

$306

Upgrades Hold Buy X

AFRM Affirm

Needham

$100

Reiterated Buy X

AMZN Amazon

BofA Securities

$303 $286

Reiterated Buy X

AMZN Amazon

Stifel

$295 $300

Initiated Buy X

AXL American Axle

BWS Financial

$17

Initiated Overweight X

BIOA BioAge Labs

Piper Sandler

$73

Downgrades Outperform Mkt Perform X

BITF Bitfarms

Keefe Bruyette

$3

Reiterated Buy X

BKR Baker Hughes

TD Cowen

$55 $64

Upgrades Mkt Perform Outperform X

BOH Bank of Hawaii

Keefe Bruyette

$91

Resumed Overweight X

COIN Coinbase Global

Cantor Fitzgerald

$277

Resumed Neutral X

COMP Compass

Goldman

$14

Upgrades Neutral Buy X

CSGP CoStar Group

BTIG Research

$80

Initiated Buy X

DDOG Datadog

Daiwa Securities

$190

Resumed Outperform X

ERAS Erasca

Mizuho

$16

Upgrades Peer Perform Outperform X

FE FirstEnergy

Wolfe Research

$50

Initiated Overweight X

FIS Fidelity Nat’l Info

Cantor Fitzgerald

$72

Initiated Neutral X

FISV Fiserv

Cantor Fitzgerald

$70

Downgrades Outperform Mkt Perform X

GHM Graham

Northland Capital

$80

Initiated Buy X

GMED Globus Medical

TD Cowen

$110

Initiated Neutral X

GPN Global Payments

Cantor Fitzgerald

$80

Upgrades Perform Outperform X

GWW Grainger

Oppenheimer

$1250

Downgrades Outperform Mkt Perform X

HIVE HIVE Digital Technologies

Keefe Bruyette

$3.50

Downgrades Outperform Sec Perform X

INSP Inspire Medical Systems

RBC Capital Mkts

$90

Initiated Buy X

ISRG Intuitive Surgical

TD Cowen

$660

Resumed Sector Outperform X

KD Kyndryl

Scotiabank

$40

Initiated Buy X

KIDS OrthoPediatrics

TD Cowen

$23

Initiated Overweight X

MA Mastercard

Cantor Fitzgerald

$650

Downgrades Buy Neutral X

MBLY Mobileye Global

Arete

$15.70

Upgrades Underweight Eq Weight X

MGY Magnolia Oil & Gas

Wells Fargo

$22

Reiterated Buy X

MNST Monster Beverage

Argus

$90 $95

Initiated Buy X

MOLN Molecular Partners AG

H.C. Wainwright

$13

Resumed Overweight X

MSTR Strategy Inc

Cantor Fitzgerald

$213

Downgrades Overweight Eq Weight X

MTDR Matador Resources

Wells Fargo

$47

Initiated Hold X

OFIX Orthofix

TD Cowen

$14

Downgrades Overweight Neutral X

OKE ONEOK

JP Morgan

$83

Initiated Underweight X

PAYX Paychex

Cantor Fitzgerald

$98

Downgrades Buy Hold X

PG Procter & Gamble

TD Cowen

$156

Resumed Hold X

PODD Insulet

TD Cowen

$294

Initiated Neutral X

PYPL PayPal

Cantor Fitzgerald

$60

Initiated Overweight X

RELY Remitly Global

Cantor Fitzgerald

$17

Downgrades Buy Hold X

ROP Roper

Melius

$479

Initiated Buy X

SIBN SI-BONE

TD Cowen

$21

Initiated Neutral X

SIRI Sirius XM

MoffettNathanson

$21

Reiterated Outperform X

SPFI South Plains Financial

Hovde Group

$47 $49

Initiated Neutral X

SPOT Spotify

MoffettNathanson

$487

Resumed Hold X

SYK Stryker

TD Cowen

$387

Reiterated Market Perform X

TCBI Texas Capital

Hovde Group

$93 $102

Upgrades Perform Outperform X

TEL TE Connectivity

Oppenheimer

$270

Upgrades Hold Buy X

TFX Teleflex

Needham

$138

Resumed Buy X

TNDM Tandem Diabetes Care

TD Cowen

$25

Initiated Overweight X

V Visa

Cantor Fitzgerald

$400

Downgrades Overweight Neutral X

VG Venture Global

JP Morgan

$11

Initiated Neutral X

WEX WEX

Cantor Fitzgerald

$158

Initiated Buy X

WMG Warner Music Group

MoffettNathanson

$38

Initiated Underweight X

WU Western Union

Cantor Fitzgerald

$9

Reiterated Overweight X

AAPL Apple

JP Morgan

$305 $315

Initiated Neutral X

AIR AAR Corp

Goldman

$121

Upgrades Hold Buy X

APP AppLovin

Needham

$700

Initiated Buy X

BLTE Belite Bio

BofA Securities

$195

Downgrades Buy Neutral X

BOKF BOK Financial

DA Davidson

$135

Initiated Buy X

BROS Dutch Bros

Citigroup

$82

Initiated Overweight X

COMP Compass

JP Morgan

$15

Upgrades In-line Outperform X

CSCO Cisco

Evercore ISI

$100

Upgrades Hold Buy X

CTSH Cognizant Tech

Deutsche Bank

$100

Downgrades Buy Neutral X

CWAN Clearwater Analytics

UBS

$24.55

Upgrades Sec Perform Sec Outperform X

EGO Eldorado Gold

Scotiabank

$59

Initiated Buy X

EVR Evercore

BofA Securities

$435

Initiated Overweight X

EXPO Exponent

JP Morgan

$100

Initiated Buy X

FMCC Freddie Mac

BTIG Research

$20

Initiated Buy X

FNMA Fannie Mae

BTIG Research

$20

Reiterated Overweight X

GOOGL Alphabet A

KeyBanc Capital Markets

$330 $360

Initiated Buy X

LAZ Lazard

BofA Securities

$65

Downgrades Buy Hold X

LCUT Lifetime Brands

Canaccord Genuity

$3.50

Initiated Neutral X

MC Moelis

BofA Securities

$81

Reiterated Overweight X

META Meta Platforms

KeyBanc Capital Markets

$875 $835

Reiterated Strong Buy X

META Meta Platforms

Raymond James

$825 $800

Upgrades Neutral Buy X

META Meta Platforms

Rothschild & Co Redburn

$900

Reiterated Overweight X

MNST Monster Beverage

Morgan Stanley

$87 $96

Reiterated Buy X

MSFT Microsoft

Stifel

$640 $520

Initiated Underperform X

PIPR Piper Sandler

BofA Securities

$385

Downgrades Sec Outperform Sec Perform X

RGLD Royal Gold

Scotiabank

$335

Upgrades Perform Outperform X

RLAY Relay Therapeutics

Oppenheimer

$14

Reiterated Buy X

SKYW SkyWest

TD Cowen

$132 $122

Upgrades Mkt Perform Outperform X

STC Stewart Info

Keefe Bruyette

$81

Initiated Buy X

SVV Savers Value Village

Craig Hallum

$19

Downgrades Overweight Eq-Weight X

VRNS Varonis Systems

Morgan Stanley

$41

Initiated Neutral X

VRRM Verra Mobility

JP Morgan

$25

Upgrades Hold Buy X

AMAT Applied Materials

Deutsche Bank

$390

Initiated Overweight X

AMRC Ameresco

Cantor Fitzgerald

$41

Initiated Buy X

ARCT Arcturus Therapeutics

Roth Capital

$20

Initiated Buy X

BAND Bandwidth

B. Riley Securities

$20

Downgrades Buy Hold X

BJ BJ’s Wholesale

Melius

$100

Upgrades Mkt Perform Outperform X

CASH Pathward Financial

Keefe Bruyette

$100

Downgrades Outperform Mkt Perform X

CFLT Confluent

Bernstein

$31

Initiated Outperform X

CHRS Coherus BioSciences

Oppenheimer

$10

Upgrades Neutral Outperform X

DRI Darden Restaurants

Mizuho

$235

Initiated Neutral X

EGAN eGain Comm.

B. Riley Securities

$10.50

Initiated Buy X

ELF e.l.f. Beauty

Citigroup

$110

Downgrades Overweight Neutral X

FBK FB Financial

Piper Sandler

$65

Upgrades Hold Buy X

FTNT Fortinet

TD Cowen

$100

Upgrades Underweight Neutral X

GOLF Acushnet

JP Morgan

$96

Reiterated Buy X

GOOGL Alphabet A

Stifel

$333 $346

Initiated Neutral X

HEI HEICO

Susquehanna

$385

Initiated Buy X

INSM Insmed

Roth Capital

$212

Downgrades Buy Hold X

LI Li Auto

Jefferies

$17.50

Reiterated Buy X

META Meta Platforms

Stifel

$875 $785

Initiated Equal-Weight X

MIR Mirion Technologies

Morgan Stanley

$29

Reiterated Buy X

MSFT Microsoft

UBS

$650 $600

Initiated Overweight X

MTZ MasTec

Cantor Fitzgerald

$274

Reiterated Buy X

MU Micron

HSBC Securities

$350 $500

Initiated Overweight X

MYRG MYR Group

Cantor Fitzgerald

$285

Initiated Buy X

NABL N-able

B. Riley Securities

$10

Reiterated Outperform X

NFLX Netflix

Robert W. Baird

$150 $120

Downgrades Outperform Mkt Perform X

OFG OFG Bancorp

Keefe Bruyette

$43

Upgrades Neutral Overweight X

PG Procter & Gamble

JP Morgan

$165

Initiated Neutral X

POWL Powell Inds

Cantor Fitzgerald

$427

Initiated Neutral X

PRIM Primoris Services

Cantor Fitzgerald

$160

Initiated Overweight X

PWR Quanta Services

Cantor Fitzgerald

$520

Upgrades Underperform Hold X

RLI RLI Corp

Jefferies

$52

Resumed Outperform X

RLMD Relmada Therapeutics

Leerink Partners

$8

Upgrades Neutral Overweight X

RWT Redwood Trust

JP Morgan

$6

Downgrades Eq-Weight Underweight X

SAFE Safehold

Morgan Stanley

$14

Upgrades Hold Buy X

SBSW Sibanye-Stillwater

HSBC Securities

$24.80

Downgrades Neutral Underweight X

SCCO Southern Copper

JP Morgan

$117.50

Upgrades Neutral Buy X

SCL Stepan Company

Seaport Research Partners

$75

Downgrades Buy Hold X

SHW Sherwin-Williams

Deutsche Bank

$380

Upgrades Neutral Buy X

SPOT Spotify

Goldman

$700

Initiated Overweight X

STRL Sterling Infrastructure

Cantor Fitzgerald

$413

Downgrades Buy Neutral X

TWO Two Harbors Investment

UBS

$14

Reiterated Outperform X

TYL Tyler Tech

Oppenheimer

$600 $510

Initiated Buy X

VTVT vTv Therapeutics

Roth Capital

$58

Downgrades Outperform Neutral X

WWW Wolverine

BNP Paribas Exane

$19

Downgrades Buy Hold X

ACHC Acadia Healthcare

Jefferies

$15

Initiated Buy X

ACN Accenture

Berenberg

$313

Downgrades Outperform Sec Perform X

APGE Apogee Therapeutics

RBC Capital Mkts

$83

Initiated Outperform X

BSY Bentley Systems

BMO Capital Markets

$48

Initiated Outperform X

BW Babcock & Wilcox Enterprises

Northland Capital

$10

Downgrades Buy Hold X

CHE Chemed

Jefferies

$475

Upgrades Hold Buy X

COR Cencora

Jefferies

$440

Upgrades Hold Buy X

CPRI Capri Holdings

TD Cowen

$32

Initiated Mkt Outperform X

CTRE CareTrust REIT

Citizens JMP

$44

Initiated Buy X

CTSH Cognizant Tech

Berenberg

$107

Upgrades Hold Buy X

DDOG Datadog

Stifel

$160

Initiated Buy X

DY Dycom

Guggenheim

$510

Upgrades Perform Outperform X

EHAB Enhabit Inc.

Oppenheimer

$14

Upgrades Sell Neutral X

ENPH Enphase Energy

Citigroup

$37

Downgrades Buy Hold X

FOLD Amicus Therapeutics

Jefferies

$14.50

Downgrades Buy Hold X

GDRX GoodRx

Jefferies

$2.75

Initiated Hold X

GENI Genius Sports

Stifel

$10

Initiated Overweight X

GLDD Great Lakes Dredge & Dock

JP Morgan

$20

Upgrades Outperform Strong Buy X

GOOG Alphabet

Raymond James

$400

Downgrades Outperform In-line X

H Hyatt Hotels

Evercore ISI

$175

Downgrades Buy Hold X

INSP Inspire Medical Systems

Truist

$96

Initiated Neutral X

KTOS Kratos Defense and Security

Piper Sandler

$99

Downgrades Buy Hold X

LCII LCI Industries

Loop Capital

$149

Downgrades Buy Hold X

LEGN Legend Biotech

TD Cowen

$21

Upgrades Neutral Outperform X

MCHP Microchip

BNP Paribas Exane

$90

Initiated Buy X

MGPI MGP Ingredients

The Benchmark Company

$35

Reiterated Buy X

MKSI MKS Inc.

Needham

$210 $260

Reiterated Buy X

MKSI MKS Inc.

TD Cowen

$200 $230

Upgrades Underperform Neutral X

ON onsemi

BNP Paribas Exane

$62

Upgrades Hold Buy X

ONB Old National Bancorp

TD Cowen

$30

Downgrades Overweight Neutral X

ORI Old Republic

Piper Sandler

$38

Initiated Overweight X

ORN Orion Group

JP Morgan

$16

Downgrades Overweight Neutral X

PEG Public Service

JP Morgan

$85

Downgrades Buy Hold X

QGEN Qiagen

Deutsche Bank

$54

Upgrades Neutral Buy X

RGTI Rigetti Computing

B. Riley Securities

$35

Upgrades Mkt Perform Outperform X

SFNC Simmons First National

Raymond James

$23

Upgrades Mkt Perform Outperform X

SMBK SmartFinancial

Hovde Group

$48

Upgrades Neutral Buy X

SPHR Sphere Entertainment Co.

BTIG Research

$110

Downgrades Buy Neutral X

SQM Sociedad Quimica y Minera

Clarksons Platou

$90

Initiated Buy X

SRAD Sportradar Group AG

Stifel

$28

Reiterated Buy X

TTE TotalEnergies SE

TD Cowen

$65 $70

Upgrades Underperform Neutral X

TXN Texas Instruments

BNP Paribas Exane

$190

Upgrades Sec Perform Outperform X

VRTX Vertex Pharma

RBC Capital Mkts

$546

Resumed Equal Weight X

VZ Verizon

Barclays

$43

Downgrades Overweight Neutral X

ZTS Zoetis

Piper Sandler

$135

Upgrades Neutral Buy X

AAP Advance Auto

Northcoast

$55

Downgrades Buy Hold X

ABM ABM Industries

Truist

$47

Initiated Buy X

AIRG Airgain

Lake Street

$6

Upgrades Hold Buy X

ALB Albemarle

Truist

$205

Resumed Buy X

AME Ametek

Deutsche Bank

$271

Upgrades Neutral Buy X

ANF Abercrombie & Fitch

Citigroup

$135

Upgrades Neutral Buy X

APLS Apellis Pharmaceuticals

BofA Securities

$28

Upgrades Neutral Buy X

BABA Alibaba

Arete

$190

Upgrades Sec Perform Outperform X

BHVN Biohaven

RBC Capital Mkts

$22

Initiated Buy X

CBIO Crescent Biopharma

Guggenheim

$35

Initiated Mkt Outperform X

CCS Century Communities

Citizens JMP

$92

Initiated Neutral X

CRDO Credo Technology Group

Rosenblatt

$170

Upgrades Neutral Buy X

CRI Carter’s

Citigroup

$50

Upgrades Mkt Perform Outperform X

EAT Brinker

Raymond James

$195

Downgrades Buy Neutral X

FDX FedEx

Rothschild & Co Redburn

$271

Upgrades Hold Buy X

INSW International Seaways

Pareto

$64

Upgrades Sec Perform Outperform X

IVZ Invesco

RBC Capital Mkts

$35

Downgrades Neutral Underperform X

KHC Kraft Heinz

BNP Paribas Exane

$22

Upgrades Underweight Eq Weight X

LNT Alliant Energy

Barclays

$67

Downgrades Hold Sell X

MERC Mercer Intl

TD Cowen

$2.25

Reiterated Buy X

MSFT Microsoft

Citigroup

$690 $660

Reiterated Outperform X

MSFT Microsoft

Mizuho

$640 $620

Resumed Buy X

NESR National Energy Services Reunited

UBS

$25

Reiterated Outperform X

NFLX Netflix

BMO Capital Markets

$143 $135

Reiterated Buy X

NFLX Netflix

Canaccord Genuity

$152 $125

Reiterated Hold X

NFLX Netflix

Deutsche Bank

$95 $98

Reiterated Neutral X

NFLX Netflix

Goldman

$112 $100

Reiterated Buy X

NFLX Netflix

Guggenheim

$145 $130

Reiterated Overweight X

NFLX Netflix

KeyBanc Capital Markets

$110 $108

Reiterated Overweight X

NFLX Netflix

Morgan Stanley

$120 $110

Reiterated Buy X

NFLX Netflix

Needham

$150 $120

Reiterated Outperform X

NFLX Netflix

Oppenheimer

$145 $125

Reiterated Overweight X

NFLX Netflix

Piper Sandler

$140 $103

Reiterated Hold X

NFLX Netflix

Pivotal Research Group

$105 $95

Reiterated Neutral X

NFLX Netflix

Rosenblatt

$105 $94

Reiterated Buy X

NFLX Netflix

Rothschild & Co Redburn

$145 $120

Reiterated Buy X

NFLX Netflix

TD Cowen

$115 $112

Reiterated Buy X

NFLX Netflix

UBS

$150 $130

Reiterated Outperform X

NFLX Netflix

Wolfe Research

$121 $95

Reiterated Outperform X

NOW ServiceNow

BMO Capital Markets

$230 $175

Reiterated Ditch X

PAPSX Paper Street Soap Company

Jack Powers Capital

$2,340

Initiated Buy X

SATL Satellogic

Craig Hallum

$5

Upgrades Mkt Perform Outperform X

SBH Sally Beauty

Raymond James

$19

Downgrades Neutral Sell X

SCCO Southern Copper

UBS

$148

Upgrades Neutral Overweight X

SFBS ServisFirst Bancshares

Piper Sandler

$89

Upgrades Outperform Strong Buy X

SFBS ServisFirst Bancshares

Raymond James

$95

Upgrades Neutral Outperform X

STX Seagate Tech

BNP Paribas Exane

$380

Resumed Equal-Weight X

TDY Teledyne Tech

Morgan Stanley

$620

Upgrades Outperform Strong Buy X

ULTA Ulta Beauty

Raymond James

$790

Downgrades Sec Outperform Sec Perform X

WM Waste Mgmt

Scotiabank

$250

Downgrades Outperform Neutral X

WSC WillScot Mobile Mini

Robert W. Baird

$23

Upgrades Sec Weight Overweight X

WTS Watts Water Tech.

KeyBanc Capital Markets

$340