Initiated Buy X

ADSK Autodesk

Jefferies

$300

Upgrades Neutral Buy X

AESI Atlas Energy Solutions

Citigroup

$18

Downgrades Buy Neutral X

AGRO Adecoagro S.A.

Citigroup

$15

Initiated Buy X

ALGN Align Tech

Citigroup

$240

Downgrades Buy Hold X

ALV Autoliv

Jefferies

$120

Upgrades Neutral Outperform X

AMT American Tower

Mizuho

$205

Upgrades Eq Weight Overweight X

CRH CRH Plc.

Wells Fargo

$135

Initiated Strong Buy X

EGBN Eagle Bancorp

Raymond James

$32

Initiated Buy X

ELAN Elanco Animal Health

Citigroup

$30

Upgrades Hold Buy X

ELS Equity Lifestyle Properties

Deutsche Bank

$72

Resumed Buy X

EVO Evotec SE

H.C. Wainwright

$7

Initiated Buy X

HSIC Henry Schein

Citigroup

$100

Initiated Neutral X

IDXX IDEXX Labs

Citigroup

$650

Downgrades Buy Neutral X

JANX Janux Therapeutics

UBS

$15

Resumed Underperform X

KMX CarMax

BofA Securities

$40

Initiated Buy X

KZIA Kazia Therapeutics

Laidlaw

$25

Reiterated Outperform X

MSFT Microsoft

Robert W. Baird

$540 $500

Initiated Mkt Outperform X

NERV Minerva Neurosciences

Citizens

$14

Upgrades Neutral Overweight X

NET Cloudflare

Piper Sandler

$222

Initiated Neutral X

NVST Envista

Citigroup

$29

Initiated Neutral X

PAHC Phibro Animal Health

Citigroup

$62

Reiterated Ubiquitous X

PAPSX Paper Street Soap Company

Jack Powers Capital

$10,059

Downgrades Buy Hold X

PEG Public Service

Jefferies

$89

Reiterated Equal Weight X

PEP PepsiCo

Barclays

$160 $154

Upgrades Neutral Buy X

PUMP ProPetro

Citigroup

$16

Initiated Buy X

RGLD Royal Gold

UBS

$325

Resumed Neutral X

SBSI Southside Banc

Piper Sandler

$35

Resumed Buy X

SBUX Starbucks

Tigress Financial

$122

Downgrades Neutral Sell X

SEDG SolarEdge Technologies

Goldman

$31

Initiated Buy X

SMTI Sanara MedTech

Lake Street

$32

Downgrades Buy Hold X

SUI Sun Communities

Deutsche Bank

$138

Upgrades Neutral Buy X

SYM Symbotic

DA Davidson

$70

Initiated Buy X

TYRA Tyra Biosciences

Guggenheim

$54

Initiated Sell X

XRAY Dentsply Sirona

Citigroup

$10

Initiated Buy X

ZTS Zoetis

Citigroup

$145

Reiterated Buy X

AAPL Apple

BofA Securities

$320 $325

Initiated Outperform X

ADTN ADTRAN

Evercore ISI

$18

Resumed Outperform X

AKAM Akamai Tech

Evercore ISI

$130

Initiated Buy X

APP AppLovin

Argus

$520

Resumed Buy X

APTV Aptiv

Goldman

$74

Downgrades Overweight Neutral X

ASAN Asana

Piper Sandler

$7

Upgrades Underperform Hold X

BE Bloom Energy

Jefferies

$187

Upgrades Neutral Overweight X

BIIB Biogen

Piper Sandler

$214

Initiated Buy X

CAMP CAMP4 Therapeutics

Rodman & Renshaw

$7

Initiated Neutral X

CARR Carrier Global

BNP Paribas Exane

$62

Initiated Outperform X

CRL Charles River

RBC Capital Mkts

$215

Upgrades Neutral Buy X

CROX Crocs

Seaport Research Partners

$135

Upgrades Neutral Overweight X

EMN Eastman Chemical

JP Morgan

$80

Initiated Strong Buy X

EQ Equillium

Raymond James

$6

Downgrades Buy Neutral X

ERO Ero Copper

Goldman

$31

Upgrades Neutral Buy X

F Ford Motor

UBS

$15

Downgrades Buy Hold X

FSLY Fastly

Craig Hallum

$24

Initiated Outperform X

FSLY Fastly

Evercore ISI

$24

Downgrades Neutral Underweight X

GFL GFL Environmental

JP Morgan

$42

Upgrades Hold Buy X

GM General Motors

Deutsche Bank

$90

Reiterated Buy X

GOOGL Alphabet A

Citigroup

$390 $405

Downgrades Buy Neutral X

INVZ Innoviz Technologies

Goldman

$0.75

Initiated Underperform X

JCI Johnson Controls

BNP Paribas Exane

$120

Initiated Buy X

KURA Kura Oncology

Lake Street

$23

Initiated Neutral X

LII Lennox Int’l

BNP Paribas Exane

$535

Initiated Buy X

MDLZ Mondelez Int’l

BTIG Research

$70

Downgrades Overweight Neutral X

MNDY Monday.com

Piper Sandler

$85

Initiated Buy X

MRLN Merlin, Inc.

Roth Capital

$15

Reiterated Outperform X

MSFT Microsoft

Mizuho

$620 $515

Reiterated Overweight X

MSFT Microsoft

Piper Sandler

$600 $500

Downgrades Outperform Sec Perform X

NOV NOV Inc.

RBC Capital Mkts

$21

Downgrades Neutral Underperform X

OHI Omega Health

BofA Securities

$46

Downgrades Overweight Eq Weight X

QGEN Qiagen

Barclays

$44

Initiated Buy X

RANI Rani Therapeutics

Lake Street

$9

Downgrades Overweight Eq Weight X

RVTY Revvity

Barclays

$95

Initiated Buy X

SJM J.M. Smucker

BTIG Research

$120

Reiterated Hold X

SNAP Snap

Canaccord Genuity

$7 $6

Resumed Overweight X

TREE LendingTree

JP Morgan

$50

Upgrades Sell Neutral X

TSLA Tesla

UBS

$352

Initiated Outperform X

TT Trane

BNP Paribas Exane

$550

Upgrades Neutral Overweight X

TVTX Travere Therapeutics

Piper Sandler

$49

Initiated Buy X

UTZ Utz Brands

BTIG Research

$10

Upgrades Neutral Buy X

VFC V.F. Corp

Seaport Research Partners

$24

Initiated Outperform X

VRT Vertiv

BNP Paribas Exane

$345

Upgrades Hold Buy X

ARW Arrow Electronics

Truist

$183

Upgrades Hold Buy X

AVT Avnet

Truist

$80

Downgrades Buy Sell X

BBY Best Buy

Goldman

$59

Initiated Buy X

BHVN Biohaven

Canaccord Genuity

$21

Upgrades Eq-Weight Overweight X

BILI Bilibili

Morgan Stanley

$31

Upgrades Perform Outperform X

BX Blackstone

Oppenheimer

$154

Initiated Buy X

CAI Caris Life Sciences

Jefferies

$28

Initiated Outperform X

CARR Carrier Global

Evercore ISI

$75

Downgrades Buy Hold X

CNTA Centessa Pharmaceuticals

Truist

$38

Upgrades Neutral Buy X

CPA Copa Holdings

Goldman

$138

Initiated Buy X

CRDO Credo Technology Group

Jefferies

$175

Reiterated Hold X

CVX Chevron

TD Cowen

$214 $204

Resumed Overweight X

CWBC Community West Bancshares

Piper Sandler

$30

Upgrades Hold Buy X

DIOD Diodes

Truist

$98

Downgrades Buy Neutral X

FORM FormFactor

B. Riley Securities

$130

Downgrades Strong Buy Outperform X

HPE Hewlett Packard Enterprise

Raymond James

$29

Initiated In-line X

JCI Johnson Controls

Evercore ISI

$155

Upgrades Neutral Buy X

LTM LATAM Airlines

Goldman

$63.40

Upgrades In-line Outperform X

MAS Masco

Evercore ISI

$78

Downgrades Buy Hold X

NKE NIKE

HSBC Securities

$48

Upgrades Neutral Buy X

NOK Nokia

BofA Securities

$12.40

Initiated Outperform X

NVT nVent Electric

Evercore ISI

$160

Downgrades Buy Neutral X

NXPI NXP Semi

BofA Securities

$230

Upgrades Neutral Buy X

ON onsemi

BofA Securities

$85

Downgrades Buy Neutral X

OSK Oshkosh

Citigroup

$170

Initiated Outperform X

OTIS Otis Worldwide

Evercore ISI

$100

Upgrades In-line Outperform X

PHM PulteGroup

Evercore ISI

$146

Downgrades Outperform Neutral X

PSN Parsons

Robert W. Baird

$60

Downgrades Mkt Perform Underperform X

REPL Replimune

BMO Capital Markets

$1

Downgrades Buy Hold X

REPL Replimune

Jefferies

$2

Downgrades Outperform Mkt Perform X

REPL Replimune

Leerink Partners

$2

Downgrades Outperform Neutral X

REPL Replimune

Wedbush

$2

Upgrades In-line Outperform X

REXR Rexford Industrial Realty

Evercore ISI

$40

Initiated Hold X

ROL Rollins

Loop Capital

$56

Reiterated Outperform X

SAP SAP SE

BMO Capital Markets

$245 $210

Upgrades Underperform Hold X

SBUX Starbucks

Jefferies

$92

Resumed Overweight X

SPOT Spotify

Morgan Stanley

$630

Upgrades Hold Buy X

STZ Constellation Brands

TD Cowen

$190

Initiated Outperform X

SYK Stryker

Leerink Partners

$410

Upgrades Underperform Neutral X

TFX Teleflex

BofA Securities

$135

Initiated Buy X

TGEN Tecogen

Craig Hallum

$6

Upgrades Sec Weight Overweight X

TMUS T-Mobile US

KeyBanc Capital Markets

$260

Upgrades In-line Outperform X

TOL Toll Brothers

Evercore ISI

$176

Reiterated Outperform X

TSLA Tesla

RBC Capital Mkts

$500 $480

Initiated Outperform X

TT Trane

Evercore ISI

$535

Upgrades Neutral Buy X

TX Ternium S.A.

BofA Securities

$46

Initiated Buy X

VCYT Veracyte

Jefferies

$45

Downgrades Buy Neutral X

VLRS Volaris Aviation

Goldman

$7.60

Upgrades Hold Buy X

VNOM Viper Energy Partners

Jefferies

$55

Downgrades Buy Neutral X

WOOF Petco Health and Wellness

Goldman

$3.83

Upgrades Neutral Buy X

WSM Williams-Sonoma

Goldman

$218

Downgrades Buy Neutral X

ADSK Autodesk

Citigroup

$246

Resumed Buy X

ALLO Allogene

Jefferies

$6

Upgrades Neutral Buy X

AORT Artivion

Ladenburg Thalmann

$42

Downgrades Overweight Eq Weight X

AXTA Axalta Coating Systems

Wells Fargo

$30

Resumed Neutral X

BDX Becton Dickinson

Goldman

$167

Downgrades Buy Hold X

BYRN Byrna Technologies

Craig Hallum

$7.50

Initiated Neutral X

CAI Caris Life Sciences

Piper Sandler

$21

Initiated Equal-Weight X

CBZ CBIZ

Stephens

$31

Downgrades Buy Neutral X

CCC CCC Intelligent Solutions

Citigroup

$6

Resumed Sell X

CVI CVR Energy

Goldman

$30

Initiated Overweight X

CYTK Cytokinetics

Wells Fargo

$95

Upgrades Neutral Buy X

DK Delek US Holdings

Goldman

$55

Downgrades Buy Neutral X

DOCU DocuSign

Citigroup

$50

Reiterated Outperform X

GOOGL Alphabet A

Mizuho

$410 $420

Reiterated Outperform X

GOOGL Alphabet A

Wolfe Research

$390 $360

Initiated Buy X

IBM IBM

Citigroup

$285

Initiated Outperform X

INSM Insmed

Raymond James

$200

Resumed Outperform X

IONS Ionis Pharma

Raymond James

$104

Resumed Outperform X

JAZZ Jazz Pharma

Raymond James

$227

Initiated Buy X

LYEL Lyell Immunopharma

Needham

$44

Reiterated Outperform X

META Meta Platforms

Wolfe Research

$850 $800

Upgrades Neutral Buy X

MGNX MacroGenics

B. Riley Securities

$9

Initiated Strong Buy X

MIST Milestone Pharmaceuticals

Raymond James

$6

Reiterated Buy X

MNST Monster Beverage

BofA Securities

$100 $96

Upgrades Neutral Buy X

MSGS MSG Sports

Seaport Research Partners

$430

Initiated Buy X

MTSI MACOM Tech

Loop Capital

$300

Downgrades Buy Neutral X

NICE NICE

Citigroup

$119

Downgrades Overweight Neutral X

NKE NIKE

Piper Sandler

$50

Downgrades Buy Neutral X

NOW ServiceNow

UBS

$100

Downgrades Overweight Neutral X

NTNX Nutanix

JP Morgan

$44

Upgrades Neutral Buy X

NXST Nexstar

Citigroup

$220

Resumed Buy X

PARR Par Pacific

Goldman

$77

Resumed Neutral X

PBF PBF Energy

Goldman

$49

Initiated Strong Buy X

PRAX Praxis Precision Medicines

Raymond James

$815

Initiated Outperform X

PTCT PTC Therapeutics

Raymond James

$108

Initiated Neutral X

PUMP ProPetro

Goldman

$15

Downgrades Overweight Neutral X

REPL Replimune

Piper Sandler

$4

Upgrades Eq-Weight Overweight X

RHP Ryman Hospitality

Morgan Stanley

$105

Upgrades Sell Neutral X

SCCO Southern Copper

Goldman

$178

Upgrades Neutral Outperform X

SHAK Shake Shack

Mizuho

$120

Downgrades Overweight Eq Weight X

SHW Sherwin-Williams

Wells Fargo

$365

Resumed Neutral X

SITE SiteOne Landscape Supply

UBS

$140

Downgrades Overweight Eq-Weight X

SMPL Simply Good Foods

Stephens

$14

Downgrades Buy Neutral X

SMWB Similarweb

Citigroup

$3

Reiterated Outperform X

STX Seagate Tech

Mizuho

$475 $565

Initiated Buy X

URGN UroGen Pharma

Jefferies

$40

Initiated Outperform X

UTHR United Therapeutics

Raymond James

$700

Downgrades Buy Neutral X

VEEV Veeva Systems

Citigroup

$176

Reiterated Buy X

XOM Exxon Mobil

TD Cowen

$175 $172

Upgrades Eq-Weight Overweight X

AA Alcoa

Morgan Stanley

$80

Initiated Buy X

AEE Ameren

BTIG Research

$131

Downgrades Positive Neutral X

AES AES

Susquehanna

$15

Initiated Outperform X

APP AppLovin

Macquarie

$710

Downgrades Buy Neutral X

ASRT Assertio Therapeutics

H.C. Wainwright

$18

Initiated Outperform X

BBIO BridgeBio Pharma

RBC Capital Mkts

$100

Initiated Overweight X

BKD Brookdale Senior Living

Stephens

$18

Downgrades Buy Neutral X

BXSL Blackstone Secured Lending Fund

B. Riley Securities

$24.50

Downgrades Outperform Neutral X

CAG Conagra

BNP Paribas Exane

$16

Resumed Outperform X

CINT CI&T Inc

Wedbush

$9

Upgrades Neutral Buy X

CNI Canadian Nat’l Rail

BofA Securities

$122

Upgrades Neutral Overweight X

COF Capital One

JP Morgan

$213

Reiterated Outperform X

COST Costco

Telsey Advisory Group

$1125 $1135

Upgrades Neutral Buy X

CRI Carter’s

Goldman

$38

Initiated Neutral X

CTSH Cognizant Tech

Wedbush

$61

Upgrades Hold Buy X

CVX Chevron

Tudor, Pickering, Holt & Co.

$225

Reiterated Buy X

DAL Delta Air Lines

TD Cowen

$76 $84

Upgrades Neutral Buy X

DDOG Datadog

Guggenheim

$175

Initiated Overweight X

DLR Digital Realty Trust

Cantor Fitzgerald

$211

Initiated Overweight X

EQIX Equinix

Cantor Fitzgerald

$1173

Initiated Buy X

EVRG Evergy

BTIG Research

$99

Initiated Outperform X

GLOB Globant

Wedbush

$61

Initiated Mkt Underperform X

HOV Hovnanian

Citizens

$74

Upgrades Mkt Perform Outperform X

HQY HealthEquity

BMO Capital Markets

$105

Downgrades Overweight Neutral X

HRL Hormel Foods

JP Morgan

$23

Resumed Outperform X

HURN Huron Consulting

Wedbush

$160

Downgrades Neutral Sell X

KOS Kosmos Energy

Goldman

$2.25

Reiterated Buy X

META Meta Platforms

Rosenblatt

$1144 $1015

Upgrades Eq Weight Overweight X

MRVL Marvell

Barclays

$150

Initiated Overweight X

NG NovaGold Resources

Morgan Stanley

$13.80

Initiated Outperform X

PHVS Pharvaris N.V.

Wolfe Research

$42

Initiated Outperform X

PRIM Primoris Services

Wolfe Research

$183

Upgrades Neutral Overweight X

RNR RenaissanceRe

Cantor Fitzgerald

$340

Downgrades Outperform Mkt Perform X

SHBI Shore Bancshares

Keefe Bruyette

$20

Initiated Buy X

SHEN Shenandoah Telecom

Craig Hallum

$29

Initiated Outperform X

SPRY ARS Pharmaceuticals

Northland Capital

$25

Upgrades Hold Buy X

STAA STAAR Surgical

Canaccord Genuity

$27

Downgrades Outperform Mkt Perform X

TRMK Trustmark

Keefe Bruyette

$45

Downgrades Buy Hold X

TROX Tronox

Truist

$9

Downgrades Buy Hold X

TW Tradeweb Markets

TD Cowen

$129

Upgrades Hold Buy X

TXN Texas Instruments

Stifel

$250

Initiated Sector Perform X

UTL UNITIL Corporation

Scotiabank

$57

Initiated Outperform X

WLDN Willdan Group

Wedbush

$110

Resumed Outperform X

WPM Wheaton Precious Metals

BMO Capital Markets

$240

Downgrades Overweight Neutral X

WRB W.R. Berkley

Cantor Fitzgerald

$71

Upgrades Hold Buy X

AEHR Aehr Test Systems

Craig Hallum

$68

Initiated Outperform X

BROS Dutch Bros

Telsey Advisory Group

$66

Resumed Mkt Perform X

CBOE Cboe Global Markets

Keefe Bruyette

$300

Upgrades Neutral Buy X

CLH Clean Harbors

Citigroup

$346

Resumed Mkt Perform X

CME CME Group

Keefe Bruyette

$305

Downgrades Eq Weight Underweight X

COIN Coinbase Global

Barclays

$140

Upgrades Underperform Hold X

DE Deere

Jefferies

$550

Downgrades Outperform In-line X

DOCS Doximity

Evercore ISI

$25

Initiated In-line X

ELV Elevance Health

Evercore ISI

$345

Downgrades Buy Neutral X

FANG Diamondback Energy

Roth Capital

$200

Downgrades Buy Hold X

FCNCA First Citizens BancShares

Deutsche Bank

$2154

Upgrades Hold Buy X

FRPT Freshpet

TD Cowen

$80

Upgrades Neutral Buy X

GATX GATX

Citigroup

$211

Downgrades Buy Hold X

GD General Dynamics

Deutsche Bank

$387

Resumed Mkt Perform X

HOOD Robinhood Markets

Keefe Bruyette

$75

Resumed Mkt Perform X

IBKR Interactive Brokers

Keefe Bruyette

$75

Resumed Outperform X

ICE Intercontinental Exchange

Keefe Bruyette

$190

Initiated Buy X

INBX Inhibrx Biosciences

Stifel

$150

Resumed Buy X

JNJ Johnson & Johnson

TD Cowen

$250

Downgrades Outperform Mkt Perform X

LAZ Lazard

Keefe Bruyette

$47

Resumed Outperform X

LPLA LPL Financial

Keefe Bruyette

$350

Upgrades Neutral Buy X

LPLA LPL Financial

UBS

$380

Downgrades Buy Neutral X

MGY Magnolia Oil & Gas

Roth Capital

$32

Resumed Outperform X

MKTX MarketAxess

Keefe Bruyette

$195

Reiterated Overweight X

MNST Monster Beverage

Wells Fargo

$90 $85

Downgrades Buy Neutral X

MTDR Matador Resources

Roth Capital

$65

Resumed Mkt Perform X

NDAQ NASDAQ

Keefe Bruyette

$92

Upgrades Mkt Perform Outperform X

PJT PJT Partners

Keefe Bruyette

$166

Downgrades Buy Neutral X

PR Permian Resources

Roth Capital

$22

Upgrades Mkt Perform Outperform X

PWP Perella Weinberg Partners

Keefe Bruyette

$21

Resumed Outperform X

SCHW Charles Schwab

Keefe Bruyette

$110

Downgrades Buy Neutral X

SM SM Energy

Roth Capital

$33

Initiated Buy X

SMMT Summit Therapeutics

Stifel

$45

Reiterated Smelly X

STARK Stark Industries

Jack Powers Capital

$8,789

Downgrades Outperform Neutral X

T AT&T

BNP Paribas Exane

$28

Downgrades Buy Neutral X

TALO Talos Energy

Roth Capital

$16

Initiated Buy X

TATT TAT Technologies

B. Riley Securities

$61

Upgrades Neutral Buy X

TMUS T-Mobile US

MoffettNathanson

$254

Resumed Outperform X

TW Tradeweb Markets

Keefe Bruyette

$145

Downgrades Buy Hold X

UGP Ultrapar Participacoes

HSBC Securities

$6

Downgrades Buy Hold X

VITL Vital Farms

TD Cowen

$16

Upgrades Underweight Eq Weight X

VSAT Viasat

Barclays

$49

Initiated Neutral X

WSC WillScot Mobile Mini

UBS

$19

Initiated Outperform X

AEG Aegon N.V.

BNP Paribas Exane

$10

Reiterated Buy X

AMZN Amazon

MoffettNathanson

$283 $288

Upgrades Neutral Buy X

ANET Arista Networks

Rosenblatt

$180

Upgrades Eq Weight Overweight X

ASB Assoc Banc-Corp

Barclays

$33

Upgrades Outperform Strong Buy X

AX Axos Financial

Raymond James

$100

Downgrades Buy Neutral X

BIO Bio-Rad Labs

Citigroup

$300

Initiated Buy X

CGEN Compugen

Lake Street

$6

Resumed Neutral X

COLB Columbia Banking

UBS

$30

Upgrades Neutral Overweight X

CSR Centerspace

Piper Sandler

$72

Downgrades Buy Neutral X

CSX CSX

Citigroup

$44

Initiated Overweight X

EQ Equillium

Cantor Fitzgerald

$10

Downgrades Sec Outperform Sec Perform X

EQIX Equinix

Scotiabank

$1050

Upgrades Neutral Buy X

EWBC East West Banc

UBS

$125

Upgrades Mkt Perform Strong Buy X

FBK FB Financial

Raymond James

$62

Downgrades Buy Neutral X

FHN First Horizon

UBS

$25

Downgrades Neutral Sell X

FIBK First Interstate Bancsystem

UBS

$35

Resumed Buy X

FITB Fifth Third

Goldman

$55

Upgrades Mkt Perform Outperform X

FUBO fuboTV

Barrington Research

$16

Initiated Neutral X

GBTG Global Business Travel Group

BofA Securities

$6.50

Downgrades Buy Sell X

KBH KB Home

Seaport Research Partners

$43

Reiterated Buy X

KO Coca-Cola

UBS

$87 $90

Downgrades Buy Sell X

LEN Lennar

Seaport Research Partners

$74

Downgrades Outperform Sec Perform X

LXU LSB Industries

RBC Capital Mkts

$14

Upgrades Hold Buy X

MELI MercadoLibre

Jefferies

$2600

Reiterated Neutral X

MNST Monster Beverage

UBS

$92 $80

Upgrades Neutral Buy X

MS Morgan Stanley

UBS

$196

Initiated Buy X

MSGE Madison Square Garden Entertainment

BTIG Research

$70

Resumed Equal Weight X

MTCH Match Group

Wells Fargo

$30

Initiated Overweight X

NFG National Fuel Gas

KeyBanc Capital Markets

$110

Downgrades Neutral Sell X

NVR NVR

Seaport Research Partners

$5664

Upgrades Underweight Eq Weight X

ODFL Old Dominion

Wells Fargo

$200

Initiated Buy X

OPHC OptimumBank Holdings

Alliance Global Partners

$6.50

Resumed Neutral X

OZK Bank OZK

UBS

$48

Reiterated Buy X

PEP PepsiCo

UBS

$190 $186

Downgrades Buy Sell X

PHM PulteGroup

Seaport Research Partners

$100

Resumed Overweight X

PINS Pinterest

Wells Fargo

$27 $25

Downgrades Overweight Eq Weight X

PK Park Hotels & Resorts

Barclays

$9

Upgrades Neutral Buy X

PNFP Pinnacle Finl

UBS

$110

Downgrades Buy Neutral X

PODD Insulet

Citigroup

$230

Initiated Overweight X

PR Permian Resources

KeyBanc Capital Markets

$25

Upgrades Neutral Outperform X

QTWO Q2 Holdings

Robert W. Baird

$70

Initiated Buy X

QUAD Quad/Graphics

The Benchmark Company

$10

Upgrades Mkt Perform Mkt Outperform X

RKLB Rocket Lab USA

Citizens

$85

Initiated Outperform X

STRO Sutro Biopharma

Leerink Partners

$38

Downgrades Buy Neutral X

SUZ Suzano S.A.

BofA Securities

$11

Upgrades Mkt Perform Outperform X

TCBX Third Coast Bancshares

Raymond James

$45

Downgrades Buy Sell X

TMHC Taylor Morrison Home

Seaport Research Partners

$49

Resumed Neutral X

TSCO Tractor Supply

BofA Securities

$47

Upgrades Reduce Hold X

UNH UnitedHealth

HSBC Securities

$300

Downgrades Buy Neutral X

WAL Western Alliance Bancorp

UBS

$75

Resumed Neutral X

WBS Webster Financial

UBS

$69

Upgrades Neutral Buy X

WING Wingstop

Citigroup

$230

Upgrades Hold Buy X

AMKR Amkor

Melius

$60

Initiated Buy X

ATCX Atlas Critical Minerals

H.C. Wainwright

$13.75

Upgrades Hold Buy X

BOOT Boot Barn Holdings

Jefferies

$195

Downgrades Buy Hold X

CAR Avis Budget

Deutsche Bank

$128

Downgrades Buy Hold X

CCO Clear Channel Outdoor

TD Cowen

$2.43

Downgrades Buy Neutral X

CVNA Carvana

BofA Securities

$360

Downgrades Neutral Underperform X

DOW Dow

BofA Securities

$35

Upgrades Eq Weight Overweight X

FAF First American Financial

Barclays

$72

Resumed Buy X

HSDT Solana Company

Maxim Group

$4

Downgrades Overweight Eq-Weight X

KNSL Kinsale Capital

Morgan Stanley

$350

Upgrades Hold Buy X

KTOS Kratos Defense and Security

Jefferies

$85

Downgrades Buy Hold X

LVS Las Vegas Sands

Jefferies

$61

Downgrades Neutral Underperform X

LYB LyondellBasell

BofA Securities

$55

Upgrades Neutral Buy X

NFLX Netflix

Goldman

$120

Upgrades Mkt Perform Outperform X

NTRS Northern Trust

BMO Capital Markets

$168

Upgrades Sell Neutral X

NTRS Northern Trust

Goldman

$151

Upgrades Eq Weight Overweight X

OLN Olin

Wells Fargo

$35

Downgrades Outperform Mkt Perform X

POWI Power Integrations

Northland Capital

$46

Reiterated Overweight X

RBLX Roblox

Wells Fargo

$97 $78

Upgrades Eq Weight Overweight X

RKT Rocket Companies

Barclays

$19

Downgrades Hold Sell X

SFM Sprouts Farmers Market

Melius

$70

Upgrades Underperform Neutral X

STT State Street

BofA Securities

$143

Reiterated Overweight X

STX Seagate Tech

Morgan Stanley

$468 $582

Initiated Buy X

TDUP thredUP

TD Cowen

$5

Upgrades Neutral Overweight X

TSN Tyson Foods

Piper Sandler

$75

Upgrades Hold Buy X

TWLO Twilio

Jefferies

$160

Initiated Buy X

TYRA Tyra Biosciences

Canaccord Genuity

$50

Upgrades In-line Outperform X

WAT Waters

Evercore ISI

$350

Downgrades Buy Neutral X

WLK Westlake Corporation

BofA Securities

$119

Initiated Market Perform X

WTBA West Bancorp

Hovde Group

$25.50

Initiated Buy X

AMCR Amcor

Deutsche Bank

$50

Initiated Overweight X

AQN Algonquin Power & Utilities

Barclays

$7

Upgrades Underperform Sec Perform X

ASAN Asana

RBC Capital Mkts

$7

Initiated Overweight X

ATI ATI Inc.

Wells Fargo

$175

Initiated Buy X

AVY Avery Dennison

Deutsche Bank

$200

Initiated Overweight X

BA Boeing

Wells Fargo

$250

Upgrades Hold Buy X

BAC Bank of America

HSBC Securities

$57

Initiated Equal Weight X

BAH Booz Allen Hamilton

Wells Fargo

$85

Initiated Buy X

BALL Ball Corp

Deutsche Bank

$72

Initiated Outperform X

BIDU Baidu

BNP Paribas Exane

$161

Initiated Buy X

BKH Black Hills Corp

Ladenburg Thalmann

$77

Upgrades Underperform Neutral X

BSAC Banco Santander Chile

BofA Securities

$35

Initiated Underweight X

BWXT BWX Technologies

Wells Fargo

$200

Initiated Overweight X

CACI CACI Intl

Wells Fargo

$275

Initiated Buy X

CAI Caris Life Sciences

Goldman

$27

Initiated Buy X

CCK Crown

Deutsche Bank

$124

Initiated Neutral X

CLF Cleveland-Cliffs

Goldman

$9

Initiated Positive X

CLS Celestica

Susquehanna

$375

Initiated Neutral X

CMC Commercial Metals

Goldman

$74

Initiated Neutral X

COLD Americold Realty Trust

Piper Sandler

$13

Initiated Equal Weight X

CRS Carpenter Tech

Wells Fargo

$400

Upgrades Mkt Perform Outperform X

DIS Walt Disney

Raymond James

$115

Upgrades Peer Perform Outperform X

EW Edwards Lifesciences

Wolfe Research

$92

Initiated Overweight X

GD General Dynamics

Wells Fargo

$400

Initiated Overweight X

GE GE Aerospace

Wells Fargo

$325

Upgrades Mkt Perform Outperform X

GGB Gerdau S.A.

Itau BBA

$4.60

Initiated Hold X

GPK Graphic Packaging

Deutsche Bank

$9.60

Initiated Equal Weight X

HII Huntington Ingalls

Wells Fargo

$400

Initiated Equal Weight X

HWM Howmet Aerospace

Wells Fargo

$240

Initiated Overweight X

HXL Hexcel

Wells Fargo

$95

Initiated Hold X

IP Int’l Paper

Deutsche Bank

$38

Initiated Equal Weight X

LDOS Leidos

Wells Fargo

$165

Initiated Equal Weight X

LMT Lockheed Martin

Wells Fargo

$650

Upgrades Hold Buy X

LNSR LENSAR

Lake Street

$10

Initiated Buy X

MBLY Mobileye Global

Berenberg

$9.30

Upgrades Neutral Overweight X

NCNO nCino

Piper Sandler

$22

Downgrades Buy Neutral X

NKE NIKE

BofA Securities

$55

Downgrades Buy Neutral X

NKE NIKE

Goldman

$52

Downgrades Overweight Neutral X

NKE NIKE

JP Morgan

$52

Initiated Overweight X

NOC Northrop Grumman

Wells Fargo

$800

Initiated Buy X

NUE Nucor

Goldman

$210

Upgrades Neutral Buy X

NWE NorthWestern

Ladenburg Thalmann

$75.50

Upgrades Neutral Buy X

PJT PJT Partners

Goldman

$170

Initiated Hold X

PKG Packaging Corp

Deutsche Bank

$225

Downgrades Buy Neutral X

PPG PPG Industries

Citigroup

$113

Upgrades Underperform Neutral X

RIVN Rivian Automotive

DA Davidson

$14

Initiated Equal Weight X

RKLB Rocket Lab USA

Wells Fargo

$60

Initiated Neutral X

RS Reliance, Inc.

Goldman

$300

Initiated Equal Weight X

RTX RTX

Wells Fargo

$200

Initiated Neutral X

SANM Sanmina

Susquehanna

$135

Initiated Buy X

SLGN Silgan Holdings

Deutsche Bank

$52

Initiated Buy X

SON Sonoco Products

Deutsche Bank

$63

Initiated Buy X

SXT Sensient

UBS

$115

Initiated Equal Weight X

TDG Transdigm Group

Wells Fargo

$1200

Initiated Equal Weight X

TDW Tidewater

Barclays

$80

Initiated Equal Weight X

TXT Textron

Wells Fargo

$92

Upgrades Mkt Perform Outperform X

UNH UnitedHealth

Raymond James

$330

Upgrades Hold Buy X

WFC Wells Fargo

HSBC Securities

$94

Initiated Overweight X

WWD Woodward

Wells Fargo

$440

Upgrades Underweight Neutral X

YMM Full Truck Alliance Co. Ltd.

JP Morgan

$8