Reiterated Outperform X

ONON On

Telsey Advisory Group

$67 $65

Reiterated Market Perform X

UAA Under Armour

Telsey Advisory Group

$10 $7

Reiterated Market Perform X

AKA a.k.a. Brands

Telsey Advisory Group

$18 $9

Reiterated Buy X

ICHR ICHOR Corporation

TD Cowen

$38 $28

Reiterated Market Perform X

NKE NIKE

Telsey Advisory Group

$80 $70

Reiterated Hold X

CVX Chevron

TD Cowen

$155 $150

Reiterated Market Perform X

FIGS FIGS, Inc.

Telsey Advisory Group

$7 $5

Reiterated Market Perform X

PTON Peloton

Telsey Advisory Group

$11 $9

Reiterated Buy X

AAPL Apple

Monness Crespi & Hardt

$260 $245

Reiterated Buy X

AAPL Apple

TD Cowen

$290 $275

Reiterated Buy X

BLCO Bausch + Lomb

H.C. Wainwright

$20 $15

Reiterated Buy X

COHU Cohu

TD Cowen

$27 $22

Reiterated Market Perform X

COOK Traeger

Telsey Advisory Group

$2.50 $2

Reiterated Market Perform X

EL Estee Lauder

Telsey Advisory Group

$76 $66

Reiterated Hold X

EQNR Equinor

TD Cowen

$22 $19

Reiterated Outperform X

FND Floor & Decor

Telsey Advisory Group

$115 $100

Reiterated Buy X

GTLS Chart Industries

TD Cowen

$210 $205

Reiterated Outperform X

HUBS HubSpot

BMO Capital Markets

$885 $745

Reiterated Market Perform X

KSS Kohl’s

Telsey Advisory Group

$10 $9

Reiterated Buy X

ROKU Roku

Pivotal Research Group

$125 $100

Reiterated Outperform X

TEAM Atlassian

BMO Capital Markets

$295 $245

Reiterated Outperform X

YOU Clear Secure

Telsey Advisory Group

$42 $32

Reiterated Buy X

CWH Camping World

Monness Crespi & Hardt

$30 $20

Reiterated Buy X

GNRC Generac

TD Cowen

$173 $155

Reiterated Buy X

HOOD Robinhood Markets

Needham

$62 $58

Reiterated Buy X

META Meta Platforms

Pivotal Research Group

$875 $830

Reiterated Strong Buy X

META Meta Platforms

Raymond James

$800 $750

Reiterated Buy X

META Meta Platforms

Rosenblatt

$990 $918

Reiterated Buy X

QUAD Quad/Graphics

Rosenblatt

$10.30 $8.90

Reiterated Buy X

WDC Western Digital

TD Cowen

$80 $58

Reiterated Underweight X

AAPL Apple

Barclays

$197 $173

Reiterated Hold X

AAPL Apple

Loop Capital

$230 $215

Reiterated Hold X

ARCB ArcBest

TD Cowen

$80 $72

Reiterated Outperform X

CCB Coastal Financial

Hovde Group

$120 $110

Reiterated Buy X

FSLR First Solar

TD Cowen

$275 $200

Reiterated Hold X

QRVO Qorvo

TD Cowen

$90 $80

Reiterated Market Perform X

SHOO Steven Madden

Telsey Advisory Group

$38 $24

Reiterated Buy X

WERN Werner Enterprises

TD Cowen

$33 $30

Reiterated Buy X

UCTT Ultra Clean Holdings

TD Cowen

$48 $32

Downgrades Buy Underperform X

AGRO Adecoagro S.A.

BofA Securities

$12 $10.80

Reiterated Buy X

CVLG Covenant Logistics

TD Cowen

$31 $30

Reiterated Hold X

DAR Darling Ingredients

TD Cowen

$37 $34

Reiterated Buy X

GOOGL Alphabet A

Rosenblatt

$205 $189

Reiterated Positive X

GOOGL Alphabet A

Susquehanna

$225 $220

Reiterated Outperform X

INBK First Internet Bancorp

Hovde Group

$39 $28

Reiterated Underweight X

INTC Intel

JP Morgan

$23 $20

Reiterated Neutral X

INTC Intel

Mizuho

$23 $22

Reiterated Equal-Weight X

INTC Intel

Morgan Stanley

$25 $23

Reiterated Sell X

INTC Intel

Rosenblatt

$18 $14

Reiterated Neutral X

INTC Intel

UBS

$22 $21

Reiterated Equal Weight X

INTC Intel

Wells Fargo

$25 $22

Reiterated Outperform X

PB Prosperity Bancshares

Hovde Group

$90 $80

Downgrades Outperform Mkt Perform X

SAIA Saia

BMO Capital Markets

$455 $285

Reiterated Buy X

SKX Skechers USA

Monness Crespi & Hardt

$85 $70

Reiterated Buy X

TFII TFI International

TD Cowen

$128 $115

Reiterated Outperform X

TSCO Tractor Supply

Telsey Advisory Group

$67 $60

Reiterated Buy X

VLO Valero Energy

TD Cowen

$121 $118

Reiterated Buy X

VLRS Volaris Aviation

TD Cowen

$10 $6

Reiterated Buy X

AAPL Apple

BofA Securities

$250 $240

Reiterated Buy X

BKR Baker Hughes

TD Cowen

$50 $49

Reiterated Outperform X

BPOP Popular

Hovde Group

$118 $114

Reiterated Buy X

KNX Knight-Swift

TD Cowen

$55 $49

Reiterated Buy X

LRCX Lam Research

TD Cowen

$110 $100

Reiterated Market Perform X

NBHC National Bank

Hovde Group

$43 $39

Reiterated Outperform X

OFG OFG Bancorp

Hovde Group

$53.50 $50

Downgrades Overweight Neutral X

TAL TAL Education

JP Morgan

$16 $11

Reiterated Outperform X

AMZN Amazon

Telsey Advisory Group

$275 $235

Reiterated Outperform X

BOKF BOK Financial

Hovde Group

$122 $110

Downgrades Overweight Eq Weight X

CVX Chevron

Barclays

$171 $152

Reiterated Buy X

ENPH Enphase Energy

TD Cowen

$78 $58

Reiterated Buy X

GOOGL Alphabet A

Stifel

$225 $192

Upgrades Neutral Buy X

LAD Lithia Motors

Citigroup

$415 $375

Downgrades Eq Weight Underweight X

MUR Murphy Oil

Barclays

$32 $24

Downgrades Eq Weight Underweight X

NPWR NET Power

Barclays

$3 $2

Reiterated Market Perform X

OXM Oxford Industries

Telsey Advisory Group

$64 $52

Reiterated Outperform X

PCOR Procore Technologies

BMO Capital Markets

$95 $75

Upgrades Underweight Eq Weight X

STR Sitio Royalties Corp.

Barclays

$23 $21

Reiterated Buy X

AMZN Amazon

Jefferies

$250 $240

Reiterated Buy X

DKNG DraftKings

BTIG Research

$64 $52

Reiterated Outperform X

NOW ServiceNow

BMO Capital Markets

$990 $950

Reiterated Overweight X

SBUX Starbucks

Wells Fargo

$125 $100

Upgrades Outperform Strong Buy X

SLGN Silgan Holdings

Raymond James

$65 $60

Reiterated Market Perform X

FFIN First Financial Bankshares

Hovde Group

$40 $38

Reiterated Neutral X

INTC Intel

Cantor Fitzgerald

$29 $20

Reiterated Market Perform X

TCBI Texas Capital

Hovde Group

$84 $75

Downgrades Buy Neutral X

TKR Timken

DA Davidson

$97 $66

Reiterated Equal Weight X

TSLA Tesla

Barclays

$325 $275

Downgrades Outperform Mkt Perform X

GPN Global Payments

Keefe Bruyette

$135 $78

Reiterated Outperform X

ACI Albertsons

Telsey Advisory Group

$26 $24

Reiterated Outperform X

ADBE Adobe

BMO Capital Markets

$495 $450

Reiterated Overweight X

AMZN Amazon

Cantor Fitzgerald

$270 $230

Reiterated Hold X

JBHT J.B. Hunt Transport

TD Cowen

$160 $140

Reiterated Outperform X

MSFT Microsoft

BMO Capital Markets

$490 $470

Reiterated Overweight X

MSFT Microsoft

Morgan Stanley

$530 $472

Reiterated Buy X

NVDA NVIDIA

BofA Securities

$200 $160

Reiterated Strong Buy X

NVDA NVIDIA

Raymond James

$170 $150

Reiterated Outperform X

PTC PTC

BMO Capital Markets

$220 $183

Reiterated Outperform X

SAP SAP SE

BMO Capital Markets

$307 $300

Reiterated Overweight X

TSLA Tesla

Piper Sandler

$450 $400