Reiterated Buy X

CLFD Clearfield

Needham

$50 $45

Reiterated Outperform X

DKS Dick’s Sporting Goods

Telsey Advisory Group

$255 $245

Reiterated Hold X

HPQ HP Inc.

TD Cowen

$28 $26

Reiterated Buy X

NTNX Nutanix

Needham

$80 $65

Reiterated Buy X

ZS Zscaler

Needham

$350 $310

Downgrades Outperform Mkt Perform X

BBWI Bath & Body Works

Telsey Advisory Group

$38 $17

Reiterated Outperform X

INTU Intuit

BMO Capital Markets

$870 $810

Reiterated Outperform X

LOW Lowe’s

Telsey Advisory Group

$305 $285

Reiterated Buy X

WIX Wix.com

Needham

$200 $140

Reiterated Outperform X

WSM Williams-Sonoma

Telsey Advisory Group

$225 $220

Reiterated Outperform X

HD Home Depot

Telsey Advisory Group

$455 $430

Reiterated Equal Weight X

NFLX Netflix

Barclays

$1100 $110

Reiterated Buy X

DAVA Endava

Needham

$12 $9

Reiterated Buy X

HOG Harley-Davidson

DA Davidson

$34 $30

Reiterated Market Perform X

BILL Bill.com

BMO Capital Markets

$56 $54

Reiterated Market Perform X

BL BlackLine

BMO Capital Markets

$63 $57

Reiterated Hold X

MCHP Microchip

TD Cowen

$65 $60

Reiterated Outperform X

WEST Westrock Coffee Company

Telsey Advisory Group

$10 $7

Reiterated Outperform X

WRBY Warby Parker

Telsey Advisory Group

$28 $24

Reiterated Hold X

ARCB ArcBest

TD Cowen

$67 $64

Reiterated Market Perform X

COOK Traeger

Telsey Advisory Group

$1.75 $1.50

Reiterated Market Perform X

HNST Honest Company

Telsey Advisory Group

$6 $3

Reiterated Outperform X

PTC PTC

BMO Capital Markets

$231 $219

Reiterated Buy X

RELY Remitly Global

Monness Crespi & Hardt

$32 $28

Reiterated Market Perform X

WWW Wolverine

Telsey Advisory Group

$29 $18

Reiterated Outperform X

GO Grocery Outlet

Telsey Advisory Group

$20 $17

Reiterated Outperform X

PCTY Paylocity

BMO Capital Markets

$200 $185

Reiterated Buy X

SPOT Spotify

Pivotal Research Group

$900 $875