Reiterated Buy X

HOG Harley-Davidson

DA Davidson

$30 $25

Reiterated Market Perform X

PAYC Paycom Software

BMO Capital Markets

$175 $137

Reiterated Buy X

HOOD Robinhood Markets

Needham

$135 $100

Downgrades Buy Hold X

SPOT Spotify

Pivotal Research Group

$875 $420

Reiterated Outperform X

INTU Intuit

BMO Capital Markets

$810 $624

Reiterated Sell X

PYPL PayPal

Truist

$58 $39

Reiterated Buy X

AMZN Amazon

Monness Crespi & Hardt

$300 $280

Reiterated Market Perform X

BILL Bill.com

BMO Capital Markets

$50 $46

Reiterated Outperform X

DKNG DraftKings

Bernstein

$41 $32

Reiterated Outperform X

PCTY Paylocity

BMO Capital Markets

$185 $150

Reiterated Market Perform X

PTON Peloton

Telsey Advisory Group

$8 $6

Reiterated Buy X

RBLX Roblox

Needham

$159 $105

Reiterated Outperform X

TEAM Atlassian

BMO Capital Markets

$135 $130

Reiterated Outperform X

PCOR Procore Technologies

BMO Capital Markets

$87 $67

Reiterated Outperform X

PTC PTC

BMO Capital Markets

$219 $189

Reiterated Outperform X

CMG Chipotle Mexican Grill

Telsey Advisory Group

$50 $48

Reiterated Outperform X

ORCL Oracle

BMO Capital Markets

$270 $205

Reiterated Buy X

SWKS Skyworks

Craig Hallum

$85 $75

Reiterated Outperform X

TEAM Atlassian

BMO Capital Markets

$195 $135

Reiterated Buy X

BKNG Booking Holdings

UBS

$6806 $6608

Reiterated Buy X

COO Cooper

Needham

$100 $99

Reiterated Buy X

SOFI SoFi Technologies

Needham

$36 $33

Reiterated Neutral X

TOST Toast

DA Davidson

$42 $36

Reiterated Buy X

AAL American Airlines

TD Cowen

$19 $17

Reiterated Buy X

ALK Alaska Air

TD Cowen

$64 $63

Reiterated Outperform X

CCB Coastal Financial

Hovde Group

$140 $133

Reiterated Outperform X

CNOB ConnectOne Bancorp

Hovde Group

$32.50 $32

Reiterated Buy X

SNDR Schneider National

TD Cowen

$31 $30

Reiterated Outperform X

TSCO Tractor Supply

Telsey Advisory Group

$70 $63

Reiterated Underweight X

TSLA Tesla

JP Morgan

$150 $145

Reiterated Outperform X

DDOG Datadog

BMO Capital Markets

$215 $170

Reiterated Outperform X

HUBS HubSpot

BMO Capital Markets

$465 $385

Reiterated Buy X

META Meta Platforms

Pivotal Research Group

$930 $910

Reiterated Overweight X

MSFT Microsoft

Barclays

$610 $600

Reiterated Outperform X

MSFT Microsoft

Bernstein

$645 $641

Reiterated Outperform X

MSFT Microsoft

BMO Capital Markets

$625 $575

Reiterated Buy X

MSFT Microsoft

Citigroup

$660 $635

Reiterated Buy X

MSFT Microsoft

Deutsche Bank

$630 $575

Reiterated Outperform X

MSFT Microsoft

Evercore ISI

$640 $580

Reiterated Buy X

MSFT Microsoft

Goldman

$655 $600

Reiterated Overweight X

MSFT Microsoft

JP Morgan

$575 $550

Reiterated Overweight X

MSFT Microsoft

KeyBanc Capital Markets

$630 $600

Reiterated Overweight X

MSFT Microsoft

Piper Sandler

$650 $600

Reiterated Outperform X

MSFT Microsoft

Robert W. Baird

$600 $540

Reiterated Outperform X

MSFT Microsoft

Wedbush

$625 $575

Reiterated Overweight X

MSFT Microsoft

Wells Fargo

$630 $615

Reiterated Outperform X

NOW ServiceNow

BMO Capital Markets

$175 $170

Reiterated Buy X

QRVO Qorvo

Craig Hallum

$110 $95

Reiterated Hold X

QRVO Qorvo

TD Cowen

$95 $80

Reiterated Buy X

UNP Union Pacific

TD Cowen

$257 $255

Reiterated Buy X

AMZN Amazon

BofA Securities

$303 $286

Reiterated Overweight X

META Meta Platforms

KeyBanc Capital Markets

$875 $835

Reiterated Strong Buy X

META Meta Platforms

Raymond James

$825 $800

Reiterated Buy X

MSFT Microsoft

Stifel

$640 $520

Reiterated Buy X

SKYW SkyWest

TD Cowen

$132 $122

Reiterated Buy X

META Meta Platforms

Stifel

$875 $785

Reiterated Buy X

MSFT Microsoft

UBS

$650 $600

Reiterated Outperform X

NFLX Netflix

Robert W. Baird

$150 $120

Reiterated Outperform X

TYL Tyler Tech

Oppenheimer

$600 $510