Reiterated Overweight X

ADI Analog Devices

Cantor Fitzgerald

$400 $510

Reiterated Overweight X

ADI Analog Devices

Wells Fargo

$410 $470

Upgrades Neutral Buy X

AKAM Akamai Tech

BofA Securities

$175

Reiterated Buy X

AMD Advanced Micro Devices

BofA Securities

$450 $500

Downgrades Buy Outperform X

AMD Advanced Micro Devices

Daiwa Securities

$500

Upgrades Underperform Neutral X

ARW Arrow Electronics

BofA Securities

$233

Upgrades Underperform Neutral X

AVT Avnet

BofA Securities

$96

Initiated Buy X

BIOA BioAge Labs

BTIG Research

$40

Upgrades Hold Buy X

CANF Can-Fite BioPharma

D. Boral Capital

$7

Reiterated Neutral X

COHR Coherent

BofA Securities

$365 $400

Upgrades Neutral Buy X

CORT Corcept Therapeutics

UBS

$72

Initiated Buy X

HEI HEICO

Rothschild & Co Redburn

$360

Downgrades Buy Hold X

IDN Intellicheck

Craig Hallum

$6.50

Upgrades Outperform Strong Buy X

IFRX InflaRx

Raymond James

$9

Upgrades Perform Outperform X

ITGR Integer Holdings

Oppenheimer

$115

Upgrades Mkt Perform Outperform X

JNJ Johnson & Johnson

Leerink Partners

$265

Downgrades Buy Neutral X

MELI MercadoLibre

Citigroup

$1950

Upgrades Sec Perform Outperform X

MOS Mosaic

RBC Capital Mkts

$27

Reiterated Buy X

MRVL Marvell

BofA Securities

$125 $200

Upgrades Neutral Buy X

MTZ MasTec

Guggenheim

$480

Reiterated Buy X

MU Micron

BofA Securities

$500 $950

Initiated Buy X

NEXT NextDecade

Citigroup

$11

Reiterated Buy X

NVDA NVIDIA

BofA Securities

$300 $320

Reiterated Overweight X

NXPI NXP Semi

Cantor Fitzgerald

$400 $380

Reiterated Hold X

NXT Nextpower

TD Cowen

$105 $135

Reiterated Neutral X

ON onsemi

Cantor Fitzgerald

$95 $100

Reiterated Outperform X

ONON On

Telsey Advisory Group

$60 $51

Upgrades Neutral Buy X

OPHC OptimumBank Holdings

Compass Point

$6.50

Downgrades Outperform Neutral X

SEM Select Medical

Mizuho

$16.50

Upgrades Hold Buy X

ST Sensata Tech

Truist

$58

Reiterated Neutral X

TXN Texas Instruments

Cantor Fitzgerald

$280 $300

Downgrades Buy Hold X

UAA Under Armour

Stifel

$6

Reiterated Market Perform X

UAA Under Armour

Telsey Advisory Group

$6 $5.50

Reiterated Outperform X

USPH U.S. Physical Therapy

Barrington Research

$103 $90

Upgrades Neutral Buy X

VG Venture Global

Citigroup

$17

Upgrades Hold Buy X

WEN Wendy’s

Argus

$12

Reiterated Not Bad X

WUBIX Wubistics

Jack Powers Capital

$31,324

Upgrades Sec Weight Overweight X

ZBRA Zebra Tech

KeyBanc Capital Markets

$305

Upgrades Neutral Buy X

ADSK Autodesk

BofA Securities

$300

Initiated Neutral X

ANNX Annexon

Goldman

$7

Initiated Equal Weight X

AQN Algonquin Power & Utilities

Wells Fargo

$7

Upgrades Neutral Overweight X

BAK Braskem SA

JP Morgan

$5.50

Resumed Underperform X

BL BlackLine

BofA Securities

$26

Initiated Outperform X

BNTC Benitec Biopharma

Evercore ISI

$25

Resumed Buy X

BSY Bentley Systems

BofA Securities

$40

Upgrades Neutral Overweight X

CE Celanese

JP Morgan

$68

Reiterated Market Perform X

COOK Traeger

Telsey Advisory Group

$43 $45

Initiated Equal Weight X

CPK Chesapeake Utilities

Wells Fargo

$132

Initiated Buy X

DXCM Dexcom

The Benchmark Company

$77

Initiated Buy X

ELVN Enliven Therapeutics

Guggenheim

$80

Upgrades Hold Buy X

FORM FormFactor

Craig Hallum

$175

Reiterated Outperform X

HAE Haemonetics

Barrington Research

$94 $89

Reiterated Buy X

HIMS Hims & Hers Health

Needham

$30 $35

Upgrades Neutral Buy X

LOW Lowe’s

Citigroup

$285

Upgrades Hold Buy X

MTDR Matador Resources

Truist

$67

Resumed Buy X

MXL MaxLinear

The Benchmark Company

$28

Initiated Overweight X

NJR NJ Resources

Wells Fargo

$63

Reiterated Positive X

NVDA NVIDIA

Susquehanna

$250 $275

Reiterated Overweight X

NVDA NVIDIA

Wells Fargo

$265 $315

Initiated Underweight X

NWN Northwest Natural

Wells Fargo

$50

Downgrades Buy Hold X

NYXH Nyxoah S.A.

Stifel

$5

Initiated Underweight X

OGS ONE Gas

Wells Fargo

$85

Reiterated Outperform X

ORCL Oracle

Oppenheimer

$210 $235

Reiterated Hold X

PLUG Plug Power

TD Cowen

$2 $3

Initiated Overweight X

SR Spire

Wells Fargo

$96

Reiterated Outperform X

STX Seagate Tech

Evercore ISI

$750 $1000

Initiated Overweight X

SWX Southwest Gas

Wells Fargo

$105

Downgrades Buy Neutral X

TOST Toast

Rothschild & Co Redburn

$35

Downgrades Buy Sell X

TROX Tronox

Goldman

$9

Initiated Overweight X

UGI UGI Corp

Wells Fargo

$46

Initiated Equal Weight X

UTL UNITIL Corporation

Wells Fargo

$56

Resumed Neutral X

BMRN BioMarin Pharmaceutical

Goldman

$69

Upgrades Hold Buy X

BP BP

Argus

$50

Downgrades Buy Hold X

BUR Burford Capital

Deutsche Bank

$5

Downgrades Outperform Sec Perform X

CG Carlyle Group

RBC Capital Mkts

$58

Initiated Buy X

CHRS Coherus BioSciences

Guggenheim

$12

Downgrades Buy Neutral X

DELL Dell

UBS

$243

Downgrades Outperform In-line X

DOC Healthpeak Properties

Evercore ISI

$21

Upgrades Hold Buy X

FTV Fortive

Argus

$68

Resumed Buy X

GENI Genius Sports

Deutsche Bank

$10

Downgrades Buy Hold X

GT Goodyear Tire

Deutsche Bank

$7

Downgrades Outperform Neutral X

HUBS HubSpot

BNP Paribas Exane

$210

Downgrades Outperform Neutral X

HUBS HubSpot

Macquarie

$190

Upgrades Neutral Buy X

KOD Kodiak Sciences

Chardan Capital Markets

$61

Reiterated Buy X

LNG Cheniere Energy

TD Cowen

$265 $270

Reiterated Overweight X

MNST Monster Beverage

Morgan Stanley

$96 $100

Upgrades Neutral Outperform X

NWSA News Corp.

Macquarie

$29.40

Upgrades Hold Buy X

PAAS Pan Am Silver

TD Securities

$72

Upgrades Underperform Neutral X

PBI Pitney Bowes

BofA Securities

$16.50

Upgrades Neutral Outperform X

PRIM Primoris Services

Mizuho

$135

Initiated Buy X

SANA Sana Biotechnology

Rodman & Renshaw

$16

Upgrades Outperform Strong Buy X

TEX Terex

Raymond James

$85

Reiterated Hold X

TRGP Targa Resources

TD Cowen

$236 $245

Downgrades Hold Reduce X

TTD The Trade Desk

HSBC Securities

$20

Reiterated Buy X

TWLO Twilio

Monness Crespi & Hardt

$200 $246

Resumed Buy X

URGN UroGen Pharma

Ladenburg Thalmann

$43

Downgrades Neutral Underweight X

WEN Wendy’s

JP Morgan

$6

Upgrades Neutral Positive X

ABNB Airbnb

Susquehanna

$170

Downgrades Buy Neutral X

AGO Assured Guaranty

Roth Capital

$80

Upgrades Hold Buy X

AKAM Akamai Tech

Craig Hallum

$190

Initiated Buy X

AMAT Applied Materials

HSBC Securities

$517

Upgrades Eq-Weight Overweight X

APTV Aptiv

Morgan Stanley

$71

Reiterated Market Perform X

ARHS Arhaus

Telsey Advisory Group

$9 $8

Upgrades Hold Buy X

ATRA Atara Biotherapeutics

Canaccord Genuity

$13

Reiterated Market Perform X

BILL Bill.com

BMO Capital Markets

$43 $46

Upgrades Neutral Overweight X

BSY Bentley Systems

Piper Sandler

$45

Downgrades Buy Neutral X

CARS Cars.com

B. Riley Securities

$13

Initiated Neutral X

CEVA Ceva

JP Morgan

$30

Downgrades Buy Hold X

CG Carlyle Group

TD Cowen

$53

Resumed Buy X

CLPT ClearPoint Neuro

Stifel

$16

Reiterated Neutral X

COIN Coinbase Global

Monness Crespi & Hardt

$115 $110

Reiterated Buy X

CRSR Corsair Gaming

Craig Hallum

$8 $10

Reiterated Hold X

CVX Chevron

TD Cowen

$204 $205

Reiterated Outperform X

DDOG Datadog

BMO Capital Markets

$165 $220

Downgrades Eq Weight Underweight X

DECK Deckers Outdoor

Wells Fargo

$90

Upgrades Hold Buy X

DVN Devon Energy

Jefferies

$62

Downgrades Buy Neutral X

EPAM EPAM Systems

Goldman

$110

Upgrades Reduce Hold X

FLNC Fluence

HSBC Securities

$19

Upgrades Neutral Buy X

FLNC Fluence

Roth Capital

$26

Upgrades Mkt Perform Outperform X

FSLY Fastly

Raymond James

$23

Upgrades Underweight Neutral X

FUN Six Flags Entertainment

JP Morgan

$26

Reiterated Outperform X

HUBS HubSpot

BMO Capital Markets

$285 $230

Downgrades Buy Underperform X

HUBS HubSpot

BofA Securities

$180

Downgrades Overweight Neutral X

HUBS HubSpot

Cantor Fitzgerald

$200

Downgrades Buy Neutral X

HUBS HubSpot

Citigroup

$230

Upgrades Underperform Sec Perform X

IBP Installed Building Products

RBC Capital Mkts

$228

Resumed Buy X

KOPN Kopin

Canaccord Genuity

$5.50

Downgrades Buy Hold X

MELI MercadoLibre

Daiwa Securities

$1800

Reiterated Buy X

MNST Monster Beverage

Deutsche Bank

$88 $94

Reiterated Outperform X

MNST Monster Beverage

Evercore ISI

$90 $95

Reiterated Neutral X

MNST Monster Beverage

JP Morgan

$78 $83

Reiterated Outperform X

MNST Monster Beverage

RBC Capital Mkts

$86 $88

Reiterated Overweight X

MNST Monster Beverage

Wells Fargo

$85 $87

Downgrades Overweight Eq Weight X

NKE NIKE

Wells Fargo

$45

Upgrades Mkt Perform Outperform X

NSIT Insight Enterprises

Raymond James

$100

Reiterated Hold X

PCT PureCycle Technologies

TD Cowen

$7 $6

Reiterated Outperform X

PCTY Paylocity

BMO Capital Markets

$135 $143

Downgrades Buy Neutral X

PLNT Planet Fitness

BofA Securities

$59

Downgrades Overweight Eq-Weight X

PLNT Planet Fitness

Morgan Stanley

$47

Downgrades Buy Hold X

PLNT Planet Fitness

TD Cowen

$50

Upgrades Hold Buy X

PTCT PTC Therapeutics

TD Cowen

$90

Upgrades Neutral Outperform X

QCOM Qualcomm

Daiwa Securities

$225

Downgrades Buy Hold X

QCOM Qualcomm

DZ Bank

$195

Upgrades Hold Buy X

RKLB Rocket Lab USA

Craig Hallum

$98

Downgrades Overweight Eq-Weight X

RXO RXO, Inc.

Morgan Stanley

$22

Reiterated Hold X

RXO RXO, Inc.

TD Cowen

$14 $21

Initiated Buy X

SATL Satellogic

Roth Capital

$10

Upgrades Hold Buy X

SHAK Shake Shack

Stifel

$85

Reiterated Buy X

SNCY Sun Country Airlines

TD Cowen

$22 $17

Initiated Buy X

SVC Service Properties Trust

Odeon

$3.50

Upgrades Sec Perform Outperform X

TFX Teleflex

RBC Capital Mkts

$155

Upgrades Hold Buy X

TPB Turning Point Brands

Needham

$125

Upgrades Neutral Buy X

TPR Tapestry

UBS

$187

Downgrades Buy Hold X

UPWK Upwork

Canaccord Genuity

$10

Downgrades Buy Neutral X

UPWK Upwork

Roth Capital

$10

Downgrades Buy Neutral X

UPWK Upwork

UBS

$10

Reiterated Outperform X

VERX Vertex

BMO Capital Markets

$14 $17

Downgrades Buy Hold X

VITL Vital Farms

Craig Hallum

$10

Downgrades Buy Hold X

VITL Vital Farms

Stifel

$10

Downgrades Outperform Mkt Perform X

VITL Vital Farms

Telsey Advisory Group

$11

Upgrades Eq Weight Overweight X

VSCO Victoria’s Secret

Wells Fargo

$57

Upgrades Hold Buy X

WES Western Midstream

Stifel

$46

Reiterated Outperform X

WEST Westrock Coffee Company

Telsey Advisory Group

$7 $9

Reiterated Outperform X

WRBY Warby Parker

Telsey Advisory Group

$32 $33

Downgrades Buy Hold X

XPOF Xponential Fitness

Lake Street

$6

Upgrades Eq Weight Overweight X

AA Alcoa

Wells Fargo

$70

Upgrades Hold Buy X

AGL agilon health

Deutsche Bank

$49

Upgrades Hold Buy X

AGL agilon health

Jefferies

$48

Downgrades Buy Neutral X

AMPL Amplitude

BofA Securities

$8

Downgrades Overweight Eq Weight X

BKR Baker Hughes

Barclays

$74

Upgrades Underweight Neutral X

BV BrightView

JP Morgan

$14

Reiterated Buy X

CRI Carter’s

Monness Crespi & Hardt

$45 $50

Upgrades Mkt Perform Mkt Outperform X

DDOG Datadog

Citizens

$225

Reiterated Buy X

DGII Digi Intl

Craig Hallum

$50 $75

Reiterated Hold X

EQNR Equinor

TD Cowen

$38 $40

Upgrades Neutral Overweight X

FRPT Freshpet

JP Morgan

$68

Reiterated Market Perform X

FTNT Fortinet

BMO Capital Markets

$100 $117

Upgrades Neutral Buy X

FTNT Fortinet

BTIG Research

$125

Upgrades Eq Weight Overweight X

HAL Halliburton

Barclays

$55

Downgrades Buy Hold X

KMT Kennametal

Jefferies

$47.50

Upgrades Mkt Perform Outperform X

LPX Louisiana-Pacific

BMO Capital Markets

$94

Upgrades Underweight Eq Weight X

NBR Nabors Industries

Barclays

$99

Upgrades Eq Weight Overweight X

NE Noble Corporation

Barclays

$56

Downgrades Eq Weight Underweight X

NOV NOV Inc.

Barclays

$21

Upgrades Neutral Buy X

ORCL Oracle

Arete

$255

Reiterated Market Perform X

PAYC Paycom Software

BMO Capital Markets

$137 $145

Upgrades Mkt Perform Outperform X

PLD Prologis

BMO Capital Markets

$162

Upgrades Eq Weight Overweight X

PTEN Patterson-UTI

Barclays

$15

Upgrades Eq Weight Overweight X

PUMP ProPetro

Barclays

$23

Downgrades Buy Hold X

QDEL QuidelOrtho

Jefferies

$12.50

Reiterated Buy X

RELY Remitly Global

Monness Crespi & Hardt

$30 $33

Upgrades Eq Weight Overweight X

RIG Transocean

Barclays

$8

Reiterated Buy X

RUN Sunrun

TD Cowen

$23 $21

Upgrades Eq Weight Overweight X

SDRL Seadrill Ltd

Barclays

$59

Upgrades Mkt Perform Outperform X

SIGI Selective Insurance

BMO Capital Markets

$97

Upgrades Underperform Buy X

STNG Scorpio Tankers

BofA Securities

$100

Upgrades Neutral Overweight X

SWX Southwest Gas

JP Morgan

$100

Upgrades Neutral Buy X

TCMD Tactile Systems

B. Riley Securities

$36

Upgrades Eq Weight Overweight X

UTHR United Therapeutics

Wells Fargo

$735

Downgrades Mkt Perform Underperform X

VLRS Volaris Aviation

Itau BBA

$7.40

Reiterated Buy X

WMB Williams Cos

TD Cowen

$81 $87

Downgrades Buy Neutral X

YOU Clear Secure

DA Davidson

$60

Reiterated Outperform X

YOU Clear Secure

Telsey Advisory Group

$62 $68

Upgrades Underweight Eq Weight X

AEO American Eagle

Barclays

$19

Upgrades Neutral Buy X

AJG Arthur J. Gallagher

Citigroup

$250

Upgrades Hold Buy X

AMC AMC Entertainment

The Benchmark Company

$2.50

Upgrades Mkt Perform Outperform X

AMD Advanced Micro Devices

Bernstein

$525

Upgrades Neutral Buy X

AMD Advanced Micro Devices

Goldman

$450

Upgrades Neutral Buy X

AMD Advanced Micro Devices

Seaport Research Partners

$430

Downgrades Eq Weight Underweight X

ANF Abercrombie & Fitch

Barclays

$76

Upgrades Neutral Buy X

ASH Ashland

Seaport Research Partners

$75

Upgrades Underweight Eq-Weight X

BEN Franklin Resources

Morgan Stanley

$31

Reiterated Market Perform X

BL BlackLine

BMO Capital Markets

$34 $36

Downgrades Buy Neutral X

BLD TopBuild

DA Davidson

$437

Downgrades Buy Hold X

BLD TopBuild

Loop Capital

$485

Reiterated Hold X

BLDP Ballard Power

TD Cowen

$2.50 $4.25

Downgrades Outperform Mkt Perform X

BRBR BellRing Brands

Bernstein

$11

Downgrades Overweight Eq-Weight X

BRBR BellRing Brands

Morgan Stanley

$13

Upgrades Neutral Buy X

BRO Brown & Brown

Citigroup

$70

Initiated Neutral X

CELH Celsius

Rothschild & Co Redburn

$47

Downgrades Buy Neutral X

CPNG Coupang

Citigroup

$22.20

Downgrades Buy Hold X

CPNG Coupang

Deutsche Bank

$23

Upgrades Underperform Mkt Perform X

DECK Deckers Outdoor

Bernstein

$100

Upgrades Hold Buy X

DVA DaVita

Deutsche Bank

$220

Initiated Buy X

FLY Firefly Aerospace

B. Riley Securities

$60

Reiterated Buy X

FTCI FTC Solar

TD Cowen

$8 $5

Upgrades Neutral Positive X

GFS GlobalFoundries

Susquehanna

$100

Reiterated Outperform X

GOOGL Alphabet A

Mizuho

$420 $460

Upgrades Hold Buy X

GRAB Grab

China Renaissance

$5

Downgrades Buy Hold X

IAC IAC Inc.

Jefferies

$44

Upgrades Hold Buy X

IPGP IPG Photonics

Needham

$110

Initiated Buy X

KYMR Kymera Therapeutics

Canaccord Genuity

$106

Upgrades Neutral Buy X

LCII LCI Industries

Roth Capital

$164

Upgrades Neutral Buy X

MNST Monster Beverage

Rothschild & Co Redburn

$90

Reiterated Buy X

MPC Marathon Petroleum

TD Cowen

$299 $320

Resumed Neutral X

MRK Merck

Citigroup

$125

Downgrades Buy Hold X

OTTR Otter Tail Power

Siebert Williams Shank

$86

Reiterated Sure X

PAPSX Paper Street Soap Company

Jack Powers Capital

$19,153

Upgrades Hold Buy X

PLTR Palantir Technologies

Argus

$190

Upgrades Hold Buy X

SPHR Sphere Entertainment Co.

The Benchmark Company

$155

Downgrades Outperform Mkt Perform X

TOWN Towne Bank

Keefe Bruyette

$38

Upgrades Neutral Overweight X

UFCS United Fire Group

Piper Sandler

$45

Upgrades Neutral Buy X

VFC V.F. Corp

BTIG Research

$23

Downgrades Overweight Eq-Weight X

VLY Valley National

Morgan Stanley

$15

Downgrades Neutral Underweight X

WLK Westlake Corporation

JP Morgan

$90

Upgrades Neutral Buy X

WTW Willis Towers Watson

Citigroup

$300

Initiated Overweight X

ABCL AbCellera Biologics

Cantor Fitzgerald

$7

Resumed Buy X

ACET Adicet Bio

Jefferies

$19

Initiated Buy X

ACMR ACM Research

Seaport Research Partners

$75

Initiated Buy X

ACRS Aclaris Therapeutics

Guggenheim

$12

Initiated Buy X

AMAT Applied Materials

Seaport Research Partners

$500

Resumed Neutral X

ARI Apollo Commercial Real Estate

BofA Securities

$11.50

Downgrades Outperform Mkt Perform X

AVNW Aviat Networks

Northland Capital

$20

Upgrades Hold Buy X

BLDP Ballard Power

Lake Street

$5

Upgrades Hold Buy X

BMA Banco Macro

HSBC Securities

$85

Initiated Mkt Outperform X

BMRA Biomerica

Citizens

$9

Downgrades Overweight Eq-Weight X

BMRC Bank of Marin

Stephens

$26

Downgrades Overweight Neutral X

CCOI Cogent Communications

JP Morgan

$22

Upgrades Eq-Weight Overweight X

CFR Cullen/Frost

Stephens

$164

Initiated Buy X

CSTM Constellium

UBS

$38

Upgrades Outperform Strong Buy X

DVN Devon Energy

Raymond James

$72

Resumed Neutral X

GDDY GoDaddy

UBS

$100

Resumed Buy X

HD Home Depot

BofA Securities

$374

Downgrades Buy Neutral X

INSP Inspire Medical Systems

BofA Securities

$53

Downgrades Overweight Neutral X

INSP Inspire Medical Systems

Piper Sandler

$55

Initiated Neutral X

KALU Kaiser Alum

UBS

$176

Initiated Buy X

LRCX Lam Research

Seaport Research Partners

$300

Reiterated Outperform X

META Meta Platforms

Mizuho

$850 $835

Initiated Overweight X

NRGV Energy Vault

Cantor Fitzgerald

$7

Upgrades Mkt Perform Outperform X

NTR Nutrien

Raymond James

$90

Downgrades Overweight Neutral X

RBLX Roblox

Piper Sandler

$50

Downgrades Overweight Eq-Weight X

RPAY Repay Holdings

Stephens

$3.75

Downgrades Overweight Eq-Weight X

RRBI Red River Bancshares

Stephens

$94

Reiterated Outperform X

TDUP thredUP

Telsey Advisory Group

$9 $7

Downgrades Overweight Neutral X

TSCO Tractor Supply

Piper Sandler

$36

Upgrades Mkt Perform Outperform X

TWST Twist Bioscience

Leerink Partners

$70

Initiated Buy X

UCTT Ultra Clean Holdings

UBS

$130

Upgrades Mkt Perform Outperform X

UFPI UFP Industries

BMO Capital Markets

$108

Upgrades Neutral Buy X

ULTA Ulta Beauty

BofA Securities

$685

Resumed Buy X

VSEC VSE Corp

Jefferies

$210

Initiated Buy X

YMM Full Truck Alliance Co. Ltd.

BofA Securities

$11.30

Upgrades Perform Outperform X

ABNB Airbnb

Oppenheimer

$180

Upgrades Outperform Strong Buy X

ACHC Acadia Healthcare

Raymond James

$39

Downgrades Neutral Underweight X

AGL Agilon Health

JP Morgan

$21

Downgrades Buy Hold X

AMD Advanced Micro Devices

HSBC Securities

$340

Downgrades Outperform Neutral X

ARE Alexandria RE

Robert W. Baird

$46

Reiterated Market Perform X

ARHS Arhaus

Telsey Advisory Group

$11 $9

Initiated Buy X

AVXL Anavex

Rodman & Renshaw

$20

Resumed Outperform X

BDX Becton Dickinson

Evercore ISI

$180

Upgrades Neutral Buy X

BEKE KE Holdings

Goldman

$21

Initiated Buy X

BETR Better Home & Finance

Needham

$53

Upgrades Neutral Buy X

CELC Celcuity

H.C. Wainwright

$165

Downgrades Buy Neutral X

CHKP Check Point Software

BofA Securities

$120

Initiated Buy X

CMPS COMPASS Pathways

Jefferies

$18

Upgrades Eq Weight Overweight X

CWST Casella Waste

Barclays

$102

Reiterated Hold X

DINO HF Sinclair

TD Cowen

$68 $80

Reiterated Market Perform X

EL Estee Lauder

Telsey Advisory Group

$105 $90

Upgrades Neutral Overweight X

ESS Essex Property

Piper Sandler

$310

Initiated Outperform X

FMCC Freddie Mac

Mizuho

$9

Initiated Outperform X

FNMA Fannie Mae

Mizuho

$10

Initiated Hold X

FSV FirstService

Loop Capital

$140

Reiterated Market Perform X

FTNT Fortinet

BMO Capital Markets

$95 $100

Upgrades Neutral Overweight X

GFS GlobalFoundries

Cantor Fitzgerald

$80

Upgrades Eq Weight Overweight X

IP Int’l Paper

Wells Fargo

$39

Reiterated Neutral X

MNST Monster Beverage

JP Morgan

$81 $78

Reiterated Buy X

MTZ MasTec

TD Cowen

$320 $445

Upgrades Eq Weight Overweight X

OI O-I Glass

Wells Fargo

$13

Reiterated Market Perform X

PFIS Peoples Financial Services

Hovde Group

$59 $61

Upgrades Hold Buy X

PKG Packaging Corp

Deutsche Bank

$256

Resumed Overweight X

PRCH Porch Group

Stephens

$12

Initiated Buy X

PRLD Prelude Therapeutics

D. Boral Capital

$9

Downgrades Eq-Weight Underweight X

PRU Prudential

Morgan Stanley

$92

Initiated Sector Outperform X

PSTL Postal Realty

Scotiabank

$23

Reiterated Buy X

PWR Quanta Services

TD Cowen

$570 $775

Initiated Buy X

SEER Seer

Canaccord Genuity

$4

Upgrades Hold Buy X

SITE SiteOne Landscape Supply

Stifel

$157

Initiated Buy X

TNXP Tonix Pharma

TD Cowen

$22

Upgrades Underperform Neutral X

TTD The Trade Desk

Wedbush

$23

Downgrades Buy Neutral X

VITL Vital Farms

DA Davidson

$16

Reiterated Hold X

VLO Valero Energy

TD Cowen

$255 $276

Reiterated Buy X

AAPL Apple

Monness Crespi & Hardt

$315 $335

Downgrades Buy Sell X

ALK Alaska Air

Citigroup

$32

Initiated Buy X

AOSL Alpha and Omega Semi

Needham

$50

Upgrades Mkt Perform Outperform X

APD Air Products

BMO Capital Markets

$360

Initiated Buy X

APGE Apogee Therapeutics

Rothschild & Co Redburn

$140

Initiated Overweight X

ARWR Arrowhead

JP Morgan

$88

Downgrades Outperform Mkt Perform X

BBT Beacon Financial Corporation

Hovde Group

$33 $30

Initiated Outperform X

BROS Dutch Bros

Oppenheimer

$72

Downgrades Buy Hold X

CAR Avis Budget

Jefferies

$160

Upgrades Underweight Eq-Weight X

CAT Caterpillar

Morgan Stanley

$915

Upgrades Neutral Buy X

CERS Cerus

BTIG Research

$4

Initiated Neutral X

CIEN Ciena

Rothschild & Co Redburn

$416

Initiated Buy X

CLS Celestica

Rothschild & Co Redburn

$460

Initiated Buy X

COHR Coherent

Rothschild & Co Redburn

$455

Initiated Buy X

CRDO Credo Technology Group

Rothschild & Co Redburn

$206

Downgrades Overweight Eq-Weight X

ELF e.l.f. Beauty

Morgan Stanley

$67

Reiterated Outperform X

FND Floor & Decor

Telsey Advisory Group

$80 $61

Downgrades Outperform Neutral X

FNMA Fannie Mae

Wedbush

$8

Resumed Outperform X

FUBO fuboTV

Evercore ISI

$18

Upgrades Hold Buy X

HSY Hershey Foods

TD Cowen

$210

Downgrades Buy Neutral X

KALV KalVista Pharmaceuticals

H.C. Wainwright

$27

Initiated Buy X

LFUS Littelfuse

Needham

$450

Initiated Buy X

LITE Lumentum

Rothschild & Co Redburn

$1270

Initiated Outperform X

LYEL Lyell Immunopharma

Robert W. Baird

$49

Downgrades Overweight Neutral X

MEOH Methanex

JP Morgan

$65

Resumed Hold X

MGM MGM Resorts

Jefferies

$44

Downgrades Buy Neutral X

OPCH Option Care Health

BofA Securities

$22

Downgrades Buy Hold X

PLTR Palantir Technologies

HSBC Securities

$205 $151

Upgrades Eq Weight Overweight X

PPC Pilgrim’s Pride

Barclays

$42

Downgrades Buy Neutral X

RBLX Roblox

BofA Securities

$48

Reiterated Buy X

ROKU Roku

Pivotal Research Group

$140 $160

Downgrades Overweight Eq Weight X

RYAN Ryan Specialty Group

Wells Fargo

$31

Reiterated Buy X

SNDR Schneider National

TD Cowen

$30 $32

Initiated Buy X

SRFM Surf Air Mobility

Alliance Global Partners

$2.75

Reiterated Outperform X

TEAM Atlassian

BMO Capital Markets

$130 $105

Downgrades Outperform Neutral X

TFC Truist

Robert W. Baird

$55

Reiterated Buy X

TWLO Twilio

Monness Crespi & Hardt

$175 $200

Upgrades Mkt Perform Outperform X

WTW Willis Towers Watson

BMO Capital Markets

$300

Reiterated Buy X

XPO XPO, Inc.

TD Cowen

$192 $224

Upgrades Neutral Buy X

ABBV AbbVie

BofA Securities

$234

Upgrades Neutral Buy X

AKR Acadia Realty Trust

Ladenburg Thalmann

$24

Reiterated Overweight X

AMZN Amazon

Barclays

$300 $330

Reiterated Outperform X

AMZN Amazon

Bernstein

$300 $315

Reiterated Buy X

AMZN Amazon

BofA Securities

$298 $310

Reiterated Buy X

AMZN Amazon

Canaccord Genuity

$300 $330

Reiterated Overweight X

AMZN Amazon

Cantor Fitzgerald

$280 $330

Reiterated Buy X

AMZN Amazon

Citigroup

$285 $325

Reiterated Outperform X

AMZN Amazon

Evercore ISI

$285 $315

Reiterated Buy X

AMZN Amazon

Goldman

$275 $325

Reiterated Buy X

AMZN Amazon

Guggenheim

$300 $320

Reiterated Overweight X

AMZN Amazon

JP Morgan

$280 $330

Reiterated Overweight X

AMZN Amazon

KeyBanc Capital Markets

$325 $330

Reiterated Buy X

AMZN Amazon

Monness Crespi & Hardt

$280 $315

Reiterated Outperform X

AMZN Amazon

Oppenheimer

$275 $320

Reiterated Overweight X

AMZN Amazon

Piper Sandler

$260 $315

Reiterated Buy X

AMZN Amazon

Pivotal Research Group

$300 $320

Reiterated Buy X

AMZN Amazon

Rosenblatt

$296 $332

Reiterated Buy X

AMZN Amazon

Stifel

$294 $319

Reiterated Positive X

AMZN Amazon

Susquehanna

$300 $325

Reiterated Buy X

AMZN Amazon

TD Cowen

$300 $350

Reiterated Outperform X

AMZN Amazon

Telsey Advisory Group

$300 $315

Reiterated Buy X

AMZN Amazon

Truist

$285 $310

Reiterated Buy X

AMZN Amazon

UBS

$304 $333

Reiterated Overweight X

AMZN Amazon

Wells Fargo

$307 $313

Reiterated Outperform X

AMZN Amazon

Wolfe Research

$245 $320

Downgrades Overweight Eq-Weight X

APPN Appian

Morgan Stanley

$25

Upgrades Neutral Outperform X

BLKB Blackbaud

Robert W. Baird

$50

Downgrades Buy Neutral X

BTU Peabody Energy

B. Riley Securities

$42 $30

Downgrades Overweight Neutral X

CHKP Check Point Software

Piper Sandler

$120

Reiterated Hold X

CHRW C.H. Robinson

TD Cowen

$194 $196

Downgrades Overweight Neutral X

CSTM Constellium

JP Morgan

$34

Reiterated Market Perform X

EBMT Eagle Bancorp Montana

Hovde Group

$20 $23

Upgrades Mkt Perform Strong Buy X

EQIX Equinix

Raymond James

$1250

Downgrades Buy Neutral X

ETSY Etsy

B. Riley Securities

$70 $75

Downgrades Buy Neutral X

GEHC GE HealthCare

Goldman

$65

Reiterated Buy X

GNRC Generac

TD Cowen

$255 $285

Reiterated Buy X

GOOG Alphabet

Pivotal Research Group

$420 $470

Upgrades Sell Neutral X

HTZ Hertz Global

Northcoast

$5

Downgrades Neutral Underweight X

KALU Kaiser Alum

JP Morgan

$142

Upgrades Hold Buy X

LII Lennox Int’l

Vertical Research

$600

Downgrades Overweight Neutral X

META Meta Platforms

JP Morgan

$725

Initiated Buy X

MG Mistras Group

Roth Capital

$22

Reiterated Overweight X

MSFT Microsoft

Barclays

$600 $545

Reiterated Outperform X

MSFT Microsoft

Bernstein

$641 $646

Reiterated Outperform X

MSFT Microsoft

BMO Capital Markets

$505 $515

Reiterated Buy X

MSFT Microsoft

Citigroup

$600 $620

Reiterated Buy X

MSFT Microsoft

Deutsche Bank

$575 $550

Reiterated Outperform X

MSFT Microsoft

Evercore ISI

$580 $510

Reiterated Overweight X

MSFT Microsoft

Piper Sandler

$500 $540

Reiterated Hold X

MSFT Microsoft

Stifel

$392 $415

Reiterated Buy X

MSFT Microsoft

The Benchmark Company

$450 $525

Reiterated Buy X

MSFT Microsoft

Truist

$675 $575

Reiterated Overweight X

MSFT Microsoft

Wells Fargo

$615 $625

Upgrades Neutral Buy X

NTR Nutrien

BofA Securities

$82

Reiterated Hold X

OII Oceaneering Intl

TD Cowen

$34 $36

Downgrades Sec Outperform Sec Perform X

OKE ONEOK

Scotiabank

$89

Reiterated Hold X

OKE ONEOK

TD Cowen

$80 $85

Initiated Outperform X

PLTR Palantir Technologies

Oppenheimer

$200

Downgrades Neutral Underperform X

RS Reliance, Inc.

BofA Securities

$365

Upgrades Hold Buy X

SITE SiteOne Landscape Supply

Deutsche Bank

$160

Downgrades Buy Neutral X

STLD Steel Dynamics

BofA Securities

$250

Initiated Outperform X

STRO Sutro Biopharma

Mizuho

$50

Upgrades Neutral Overweight X

TER Teradyne

JP Morgan

$400

Downgrades Buy Hold X

UGI UGI Corp

Jefferies

$40

Downgrades Buy Neutral X

WING Wingstop

Goldman

$190

Upgrades Neutral Overweight X

XMTR Xometry

Cantor Fitzgerald

$62

Upgrades In-line Outperform X

AWI Armstrong World Industries

Evercore ISI

$200

Initiated Outperform X

BABA Alibaba

BNP Paribas Exane

$209

Reiterated Hold X

BE Bloom Energy

TD Cowen

$160 $235

Upgrades Underweight Eq Weight X

BEN Franklin Resources

Barclays

$31

Downgrades Neutral Underweight X

BF-B Brown-Forman

JP Morgan

$23

Resumed Neutral X

CHTR Charter Comm

JP Morgan

$215

Upgrades Hold Buy X

CLS Celestica

TD Securities

$430

Downgrades Buy Hold X

CLW Clearwater Paper

TD Cowen

$17

Upgrades Underperform Buy X

CNC Centene

BofA Securities

$60

Upgrades Neutral Overweight X

CNC Centene

Cantor Fitzgerald

$60

Upgrades Hold Buy X

CR Crane

Stifel

$215

Initiated Buy X

CRBP Corbus Pharma

Guggenheim

$45

Upgrades Neutral Buy X

ELV Elevance Health

BofA Securities

$435

Reiterated Hold X

ENPH Enphase Energy

TD Cowen

$40 $35

Upgrades Hold Buy X

GROY Gold Royalty

Canaccord Genuity

$5

Reiterated Buy X

HOOD Robinhood Markets

Needham

$95 $85

Initiated Buy X

HYPR Hyperfine

BTIG Research

$2

Reiterated Buy X

ITRI Itron

TD Cowen

$145 $130

Reiterated Buy X

KO Coca-Cola

UBS

$90 $92

Reiterated Hold X

LSTR Landstar System

TD Cowen

$150 $175

Downgrades Buy Neutral X

MELI MercadoLibre

UBS

$2050

Upgrades Underperform Buy X

MOH Molina Healthcare

BofA Securities

$250

Upgrades Hold Buy X

MXL MaxLinear

Loop Capital

$75

Upgrades Mkt Perform Outperform X

NEO NeoGenomics

Leerink Partners

$25

Reiterated Market Perform X

NWBI Northwest Bancshares

Hovde Group

$14 $15

Upgrades Mkt Perform Mkt Outperform X

PCOR Procore Technologies

Citizens

$71

Upgrades Neutral Outperform X

QGEN Qiagen

Robert W. Baird

$43

Upgrades Underperform Buy X

RDN Radian Group

BofA Securities

$43

Reiterated Outperform X

RNST Renasant

Hovde Group

$44 $46

Reiterated Buy X

SBUX Starbucks

BTIG Research

$105 $115

Reiterated Neutral X

SBUX Starbucks

Citigroup

$99 $101

Reiterated Outperform X

SBUX Starbucks

Evercore ISI

$110 $115

Reiterated Neutral X

SBUX Starbucks

Guggenheim

$95 $97

Reiterated Overweight X

SBUX Starbucks

Morgan Stanley

$105 $110

Reiterated Sector Perform X

SBUX Starbucks

RBC Capital Mkts

$105 $110

Reiterated Outperform X

SBUX Starbucks

Robert W. Baird

$112 $117

Reiterated Neutral X

SBUX Starbucks

UBS

$100 $105

Reiterated Overweight X

SBUX Starbucks

Wells Fargo

$110 $115

Initiated Outperform X

SEV Aptera Motors Corp.

Northland Capital

$5

Initiated Outperform X

SLI Standard Lithium

Evercore ISI

$4.75

Reiterated Hold X

SPOT Spotify

Pivotal Research Group

$420 $400

Upgrades Neutral Buy X

SPOT Spotify

Rosenblatt

$500

Downgrades Buy Neutral X

STNE StoneCo

Goldman

$14

Reiterated Overweight X

STX Seagate Tech

Barclays

$625 $750

Reiterated Buy X

STX Seagate Tech

BofA Securities

$700 $840

Reiterated Overweight X

STX Seagate Tech

Cantor Fitzgerald

$700 $1000

Reiterated Buy X

STX Seagate Tech

Citigroup

$595 $740

Reiterated Outperform X

STX Seagate Tech

Evercore ISI

$550 $750

Reiterated Buy X

STX Seagate Tech

Goldman

$385 $700

Reiterated Overweight X

STX Seagate Tech

Morgan Stanley

$582 $767

Reiterated Buy X

STX Seagate Tech

Rosenblatt

$500 $1000

Reiterated Neutral X

STX Seagate Tech

Susquehanna

$485 $615

Reiterated Neutral X

STX Seagate Tech

UBS

$515 $545

Reiterated Outperform X

STX Seagate Tech

Wedbush

$700 $825

Downgrades Buy Hold X

SYY Sysco

Deutsche Bank

$84

Upgrades Neutral Overweight X

TEO Telecom Argentina

JP Morgan

$16

Upgrades Perform Outperform X

TMUS T-Mobile US

Oppenheimer

$260

Reiterated Outperform X

UMBF UMB Financial Corporation

Hovde Group

$145 $150

Upgrades Neutral Buy X

VSCO Victoria’s Secret

BofA Securities

$68

Reiterated Hold X

WERN Werner Enterprises

TD Cowen

$36 $43

Resumed Buy X

WVE Wave Life Sciences

Truist

$15

Reiterated Outperform X

YOU Clear Secure

Telsey Advisory Group

$55 $62

Upgrades Sec Weight Overweight X

ZETA Zeta Global

KeyBanc Capital Markets

$22