Downgrades Neutral Underperform X

AWR American States Water

BofA Securities

$85 $71

Downgrades Buy Hold X

CSX CSX

Loop Capital

$40 $34

Downgrades Buy Hold X

FDX FedEx

Loop Capital

$365 $283

Downgrades Buy Hold X

GXO GXO Logistics

Loop Capital

$71 $49

Downgrades Buy Neutral X

LCUT Lifetime Brands

DA Davidson

$11.50 $6.75

Downgrades Eq Weight Underweight X

LII Lennox Int’l

Wells Fargo

$630 $580

Downgrades Buy Hold X

NSC Norfolk Southern

Loop Capital

$289 $256

Downgrades Overweight Eq Weight X

PVH PVH

Wells Fargo

$130 $105

Upgrades Neutral Buy X

SJW SJW

BofA Securities

$59 $55

Downgrades Buy Hold X

SPNS Sapiens Int’l

Jefferies

$36 $28

Downgrades Overweight Neutral X

STZ Constellation Brands

Piper Sandler

$245 $200

Downgrades Buy Neutral X

UMBF UMB Financial Corporation

Citigroup

$130 $127

Downgrades Hold Sell X

UNP Union Pacific

Loop Capital

$265 $200

Downgrades Neutral Sell X

AFYA Afya

Citigroup

$18 $15

Upgrades Neutral Overweight X

AVY Avery Dennison

JP Morgan

$210 $205

Downgrades Buy Neutral X

CMCSA Comcast

BofA Securities

$50 $38

Downgrades Buy Sell X

CTKB Cytek Biosciences

Goldman

$7 $4.50

Downgrades Neutral Underweight X

HSY Hershey Foods

Piper Sandler

$153 $120

Downgrades Overweight Neutral X

MDLZ Mondelez Int’l

Piper Sandler

$70 $63

Downgrades Buy Neutral X

MGY Magnolia Oil & Gas

Goldman

$27 $26

Downgrades Buy Hold X

MUR Murphy Oil

Truist

$42 $31

Downgrades Neutral Sell X

OXY Occidental Petro

Goldman

$54 $45

Upgrades Neutral Buy X

UGP Ultrapar Participacoes

Goldman

$4.10 $3.20

Downgrades Outperform Neutral X

UPS UPS

Robert W. Baird

$160 $130

Downgrades Outperform Neutral X

LII Lennox Int’l

Mizuho

$675 $625

Downgrades Buy Underperform X

MLNK MeridianLink

BofA Securities

$28 $18

Downgrades Buy Underperform X

PD PagerDuty

BofA Securities

$23 $18

Downgrades Buy Hold X

DDOG Datadog

Stifel

$165 $140

Downgrades Buy Hold X

DRIO DarioHealth

TD Cowen

$2 $1

Downgrades Outperform Neutral X

LPTX Leap Therapeutics

Robert W. Baird

$9 $1.25

Downgrades Buy Neutral X

MRNA Moderna

Goldman

$99 $51

Downgrades Buy Hold X

AMD Advanced Micro Devices

Melius

$160 $129

Reiterated Outperform X

AUB Atlantic Union Bankshares

Hovde Group

$47 $46

Downgrades Buy Neutral X

DHI D.R. Horton

BofA Securities

$160 $150

Reiterated Buy X

ENPH Enphase Energy

TD Cowen

$120 $100

Downgrades Buy Neutral X

GOLD Barrick

BofA Securities

$21 $18

Reiterated Market Perform X

MBCN Middlefield Banc

Hovde Group

$28 $25

Downgrades Overweight Eq-Weight X

NTLA Intellia Therapeutics

Morgan Stanley

$56 $11

Reiterated Outperform X

OCFC OceanFirst Finl

Hovde Group

$23 $22

Downgrades Overweight Eq Weight X

PEG Public Service

Barclays

$88 $84

Reiterated Market Perform X

RBCAA Republic Bancorp

Hovde Group

$72 $70

Downgrades Buy Underperform X

RLI RLI Corp

Jefferies

$95 $61

Downgrades Overweight Eq Weight X

RNG RingCentral

Barclays

$45 $37

Reiterated Buy X

AAPL Apple

BofA Securities

$256 $253

Reiterated Buy X

ALC Alcon

Needham

$108 $106

Downgrades Overweight Eq-Weight X

AN AutoNation

Stephens

$200 $192

Downgrades Overweight Eq-Weight X

AVB AvalonBay

Morgan Stanley

$236 $223

Downgrades Strong Buy Outperform X

CBRE CBRE Group

Raymond James

$155 $152

Downgrades Neutral Underweight X

CF CF Industries

JP Morgan

$82 $75

Downgrades Buy Hold X

FCX Freeport-McMoRan

Jefferies

$48 $40

Reiterated Buy X

FL Foot Locker

Needham

$25 $24

Downgrades Overweight Eq-Weight X

INVH Invitation Homes

Morgan Stanley

$39 $35

Reiterated Buy X

MCHP Microchip

B. Riley Securities

$93 $85

Reiterated Buy X

ON ON Semiconductor

B. Riley Securities

$100 $90

Downgrades Overweight Neutral X

PVH PVH

JP Morgan

$149 $113

Upgrades Neutral Buy X

QSR Restaurant Brands Int’l

Guggenheim

$74 $71

Downgrades Buy Neutral X

TXT Textron

BofA Securities

$110 $85

Upgrades Neutral Buy X

XP XP

UBS

$19 $16

Reiterated Buy X

AAPL Apple

Goldman

$286 $280

Reiterated Overweight X

CELH Celsius

Piper Sandler

$47 $33

Downgrades Buy Hold X

CWST Casella Waste

Jefferies

$115 $113

Downgrades Outperform Mkt Perform X

EA Electronic Arts

BMO Capital Markets

$160 $145

Downgrades Buy Neutral X

EA Electronic Arts

BofA Securities

$170 $130

Downgrades Neutral Underweight X

GOLF Acushnet

JP Morgan

$69 $64

Reiterated Neutral X

HOG Harley-Davidson

Citigroup

$34 $31

Reiterated Hold X

HSY Hershey Foods

Deutsche Bank

$184 $148

Reiterated Overweight X

KO Coca-Cola

Piper Sandler

$74 $73

Downgrades Outperform Mkt Perform X

LBTYA Liberty Global

Bernstein

$24.70 $12.40

Downgrades Overweight Neutral X

SAM Boston Beer Co

Piper Sandler

$370 $275

Downgrades Buy Sell X

VEEV Veeva Systems

Goldman

$261 $200

Downgrades Buy Hold X

XRAY Dentsply Sirona

Jefferies

$30 $20

Downgrades Buy Hold X

CELH Celsius

TD Cowen

$40 $29

Downgrades Overweight Neutral X

EDU New Oriental Education & Technology

JP Morgan

$85 $50

Downgrades Overweight Eq-Weight X

EDU New Oriental Education & Technology

Morgan Stanley

$83 $52

Downgrades Overweight Eq-Weight X

ELV Elevance Health

Stephens

$520 $440

Downgrades Overweight Eq Weight X

F Ford Motor

Barclays

$13 $11

Downgrades Buy Hold X

FLNC Fluence

Jefferies

$22 $15

Reiterated Neutral X

GOOGL Alphabet A

Cantor Fitzgerald

$215 $210

Reiterated Overweight X

META Meta Platforms

Cantor Fitzgerald

$730 $720

Downgrades Outperform Mkt Perform X

YUM Yum! Brands

Bernstein

$140 $135

Downgrades Hold Underperform X

AAPL Apple

Jefferies

$211.84 $200.75

Downgrades Buy Hold X

AMH American Homes 4 Rent

Deutsche Bank

$40 $37

Downgrades Overweight Eq Weight X

BG Bunge

Barclays

$115 $95

Downgrades Eq Weight Underweight X

FRSH Freshworks

Wells Fargo

$16 $13

Downgrades Overweight Eq-Weight X

HOG Harley-Davidson

Morgan Stanley

$40 $33

Downgrades Buy Hold X

INVH Invitation Homes

Deutsche Bank

$41 $33

Upgrades Eq Weight Overweight X

LVRO Lavoro

Barclays

$6 $5

Downgrades Buy Hold X

MDLZ Mondelez Int’l

Jefferies

$75 $62

Downgrades Overweight Underweight X

MOS Mosaic

Barclays

$30 $27

Downgrades Overweight Eq-Weight X

PII Polaris Industries

Morgan Stanley

$81 $60

Downgrades Overweight Eq-Weight X

ROST Ross Stores

Morgan Stanley

$164 $140

Reiterated Overweight X

STX Seagate Tech

Morgan Stanley

$133 $129

Downgrades Eq-Weight Underweight X

TER Teradyne

Morgan Stanley

$121 $117

Downgrades Overweight Eq-Weight X

VVV Valvoline

Morgan Stanley

$42 $38

Downgrades Eq-Weight Underweight X

WEN Wendy’s

Morgan Stanley

$22 $14

Downgrades Strong Buy Outperform X

WFG West Fraser

Raymond James

$120 $115

Downgrades Overweight Eq-Weight X

YUM Yum! Brands

Morgan Stanley

$158 $140

Downgrades Buy Hold X

ZTO ZTO Express

HSBC Securities

$28 $20

Downgrades Buy Neutral X

AVTR Avantor

UBS

$29 $25

Downgrades Buy Neutral X

CRL Charles River

UBS

$250 $185

Reiterated Outperform X

HOMB Home Bancshares

Hovde Group

$36 $35

Reiterated Buy X

ICHR ICHOR Corporation

TD Cowen

$40 $38

Reiterated Hold X

JBHT J.B. Hunt Transport

TD Cowen

$180 $171

Reiterated Overweight X

QCOM Qualcomm

Barclays

$200 $185

Downgrades Buy Hold X

RPD Rapid7

Stifel

$48 $42

Downgrades Buy Hold X

TENB Tenable

Stifel

$46 $45

Upgrades Neutral Outperform X

VTR Ventas

Robert W. Baird

$66 $65

Downgrades Eq Weight Underweight X

BALL Ball Corp

Wells Fargo

$56 $49

Downgrades Overweight Eq-Weight X

CFLT Confluent

Morgan Stanley

$33 $30

Upgrades Hold Buy X

CNI Canadian Nat’l Rail

Stifel

$132 $120

Downgrades Buy Hold X

ENPH Enphase Energy

Truist

$100 $65

Downgrades Buy Neutral X

INTA Intapp

Citigroup

$87 $78

Downgrades Neutral Sell X

LUV Southwest Air

Citigroup

$31.50 $29.50

Upgrades Neutral Buy X

MNDY Monday.com

Citigroup

$302 $298

Downgrades Buy Neutral X

PAGS PagSeguro Digital

Citigroup

$17 $7

Downgrades Buy Neutral X

REGN Regeneron Pharma

UBS

$1130 $738

Upgrades Underweight Eq Weight X

CDNA CareDx

Wells Fargo

$28 $24

Downgrades Outperform In-line X

HP Helmerich & Payne

Evercore ISI

$48 $39

Downgrades Outperform In-line X

NE Noble Corporation

Evercore ISI

$64 $41

Reiterated Outperform X

NFLX Netflix

Oppenheimer

$1065 $1040

Downgrades Outperform In-line X

NOV NOV Inc.

Evercore ISI

$25 $18

Downgrades Outperform In-line X

RIG Transocean

Evercore ISI

$6 $5

Downgrades Buy Neutral X

S SentinelOne

UBS

$30 $25

Downgrades Overweight Eq-Weight X

SAFE Safehold

Morgan Stanley

$30 $19

Reiterated Market Perform X

SIG Signet Jewelers

Telsey Advisory Group

$87 $65

Downgrades Outperform In-line X

SLB SLB

Evercore ISI

$62 $44

Downgrades Outperform In-line X

TDW Tidewater

Evercore ISI

$112 $68

Downgrades Outperform In-line X

VAL Valaris

Evercore ISI

$87 $59

Downgrades Buy Hold X

XPO XPO, Inc.

Stifel

$131 $124

Downgrades Neutral Underperform X

ADM Archer-Daniels

BofA Securities

$63 $54

Reiterated Market Perform X

AEO American Eagle

Telsey Advisory Group

$20 $18

Reiterated Market Perform X

AKA a.k.a. Brands

Telsey Advisory Group

$28 $22

Upgrades Underperform Buy X

CE Celanese

BofA Securities

$95 $88

Downgrades Eq-Weight Underweight X

CHGG Chegg

Morgan Stanley

$2 $1.25

Downgrades Eq-Weight Underweight X

CHH Choice Hotels

Morgan Stanley

$145 $129

Upgrades Neutral Buy X

CWAN Clearwater Analytics

DA Davidson

$35 $32

Upgrades Neutral Buy X

EMN Eastman Chemical

BofA Securities

$115 $109

Downgrades Buy Neutral X

ESI Element Solutions

BofA Securities

$32 $28

Upgrades Underperform Neutral X

FMC FMC Corp

BofA Securities

$63 $61

Downgrades Outperform Neutral X

GD General Dynamics

Robert W. Baird

$345 $283

Downgrades Overweight Eq-Weight X

LVS Las Vegas Sands

Morgan Stanley

$54 $51

Upgrades Neutral Buy X

OLN Olin

BofA Securities

$48 $40

Downgrades Buy Underperform X

ORGN Origin Materials

BofA Securities

$2.50 $1.50

Downgrades Buy Neutral X

RMBL RumbleOn

DA Davidson

$7.50 $5

Downgrades Overweight Eq Weight X

VOYA Voya Financial

Wells Fargo

$87 $76

Downgrades Buy Neutral X

WEX WEX

Citigroup

$260 $190

Reiterated Buy X

AMD Advanced Micro Devices

TD Cowen

$185 $150

Upgrades Eq Weight Overweight X

CCI Crown Castle

Barclays

$117 $104

Upgrades Eq-Weight Overweight X

CCK Crown

Morgan Stanley

$109 $105

Downgrades Buy Neutral X

CHRD Chord Energy

BofA Securities

$208 $138

Downgrades Buy Neutral X

EOG EOG Resources

BofA Securities

$151 $144

Upgrades Mkt Perform Outperform X

ESS Essex Property

BMO Capital Markets

$323 $310

Downgrades Outperform Mkt Perform X

FDMT 4D Molecular Therapeutics

BMO Capital Markets

$40 $15

Downgrades Buy Neutral X

MGY Magnolia Oil & Gas

BofA Securities

$29 $28

Downgrades Outperform Mkt Perform X

NEP NextEra Energy Partners

BMO Capital Markets

$26 $18

Upgrades Neutral Buy X

OVV Ovintiv

BofA Securities

$55 $54

Downgrades Buy Hold X

PINS Pinterest

Jefferies

$40 $32

Downgrades Buy Hold X

STM STMicroelectronics

TD Cowen

$32 $25

Downgrades Buy Hold X

STZ Constellation Brands

Jefferies

$310 $201

Downgrades Overweight Neutral X

STZ Constellation Brands

JP Morgan

$262 $203

Downgrades Overweight Eq Weight X

TRNO Terreno Realty

Barclays

$68 $60