Reiterated Buy X

AMAT Applied Materials

TD Cowen

$220 $200

Reiterated Buy X

ACVA ACV Auctions

Needham

$25 $16

Reiterated Buy X

CROX Crocs

Monness Crespi & Hardt

$140 $92

Reiterated Sell X

DK Delek US Holdings

TD Cowen

$18 $15

Reiterated Market Perform X

EXFY Expensify

BMO Capital Markets

$3 $2.50

Reiterated Outperform X

HAE Haemonetics

Barrington Research

$95 $86

Reiterated Hold X

MCHP Microchip

TD Cowen

$75 $60

Reiterated Outperform X

TEAM Atlassian

BMO Capital Markets

$225 $200

Reiterated Market Perform X

COOK Traeger

Telsey Advisory Group

$2 $1.75

Reiterated Market Perform X

FTNT Fortinet

BMO Capital Markets

$110 $90

Reiterated Market Perform X

HNST Honest Company

Telsey Advisory Group

$7 $6

Reiterated Outperform X

HUBS HubSpot

BMO Capital Markets

$650 $600

Reiterated Buy X

PARR Par Pacific

TD Cowen

$35 $33

Reiterated Outperform X

VERX Vertex

BMO Capital Markets

$38 $30

Reiterated Buy X

INSW International Seaways

BTIG Research

$70 $60

Reiterated Buy X

MPC Marathon Petroleum

TD Cowen

$190 $182

Reiterated Buy X

ICHR ICHOR Corporation

TD Cowen

$28 $22

Reiterated Buy X

LSCC Lattice Semi

TD Cowen

$62 $57

Reiterated Buy X

ON onsemi

TD Cowen

$68 $55

Reiterated Buy X

ALGM Allegro Microsystems

TD Cowen

$42 $37

Reiterated Outperform X

AMZN Amazon

Oppenheimer

$250 $245

Reiterated Buy X

AMZN Amazon

Stifel

$262 $260

Reiterated Outperform X

FND Floor & Decor

Telsey Advisory Group

$100 $92

Reiterated Outperform X

MVBF MVB Financial

Hovde Group

$28 $27

Reiterated Hold X

ODFL Old Dominion

TD Cowen

$166 $159

Reiterated Outperform X

QCOM Qualcomm

Mizuho

$190 $185

Reiterated Overweight X

QCOM Qualcomm

Piper Sandler

$190 $175

Reiterated Hold X

LSTR Landstar System

TD Cowen

$141 $135

Reiterated Outperform X

UNH UnitedHealth

Oppenheimer

$400 $325

Reiterated Buy X

TFII TFI International

TD Cowen

$115 $107

Reiterated Sell X

WU Western Union

Monness Crespi & Hardt

$7.50 $7

Reiterated Mkt Outperform X

DUOL Duolingo

Citizens JMP

$475 $450

Reiterated Outperform X

INBK First Internet Bancorp

Hovde Group

$32 $29

Reiterated Buy X

MBLY Mobileye Global

TD Cowen

$22 $20

Reiterated Hold X

STM STMicroelectronics

TD Cowen

$34 $27