Upgrades Neutral Buy X

AA Alcoa

B. Riley Securities

$41 $50

Upgrades Underperform Buy X

AMBP Ardagh Metal Packaging S.A.

BofA Securities

$3.80 $5.10

Upgrades Hold Buy X

AMWD American Woodmark

Loop Capital

$98 $119

Upgrades Underperform Buy X

AVY Avery Dennison

BofA Securities

$207 $250

Reiterated Buy X

CLMT Calumet Specialty Products

TD Cowen

$22 $27

Upgrades Sell Neutral X

CNS Cohen & Steers

UBS

$63 $102

Resumed Outperform X

DT Dynatrace

Wedbush

$55 $67

Upgrades Mkt Perform Outperform X

ECPG Encore Capital

Northland Capital

$55 $58

Upgrades Neutral Buy X

HST Host Hotels

Compass Point

$18 $22

Reiterated Buy X

NIC Nicolet Bankshares

Maxim Group

$120 $124

Upgrades Neutral Buy X

OI O-I Glass

BofA Securities

$14 $16

Reiterated Buy X

PSTG Pure Storage

Guggenheim

$72 $93

Reiterated Buy X

SBUX Starbucks

BTIG Research

$100 $115

Reiterated Overweight X

SBUX Starbucks

Morgan Stanley

$98 $115

Upgrades Neutral Overweight X

TRTX TPG RE Finance Trust

JP Morgan

$9 $9.50

Reiterated Outperform X

TSCO Tractor Supply

Telsey Advisory Group

$300 $335

Reiterated Buy X

UAL United Airlines

TD Cowen

$80 $100

Reiterated Buy X

YOU Clear Secure

Needham

$40 $45

Resumed Outperform X

ZM Zoom Video

Wedbush

$80 $85

Reiterated Buy X

AMZN Amazon

Loop Capital

$750 $800

Downgrades Overweight Eq-Weight X

CARR Carrier Global

Stephens

$75 $85

Reiterated Hold X

CELH Celsius

Truist

$30 $35

Upgrades Eq-Weight Overweight X

CGNX Cognex

Stephens

$45 $55

Upgrades Neutral Buy X

CSCO Cisco

Citigroup

$52 $62

Upgrades Neutral Buy X

CTVA Corteva

BofA Securities

$59 $67

Downgrades Buy Neutral X

EMN Eastman Chemical

BofA Securities

$114 $119

Reiterated Outperform X

EXEL Exelixis

RBC Capital Mkts

$30 $34

Reiterated Buy X

GOOGL Alphabet A

Truist

$196 $220

Upgrades Neutral Outperform X

GWW Grainger

Robert W. Baird

$975 $1230

Reiterated Hold X

JBHT J.B. Hunt Transport

TD Cowen

$160 $182

Reiterated Buy X

NFLX Netflix

Loop Capital

$750 $800

Upgrades Neutral Buy X

NVCR NovoCure

H.C. Wainwright

$24 $30

Reiterated Overweight X

OMC Omnicom

JP Morgan

$118 $119

Downgrades Overweight Eq Weight X

OMC Omnicom

Wells Fargo

$106 $110

Upgrades Hold Buy X

UHS Universal Health

TD Cowen

$220 $283

Upgrades Neutral Outperform X

WCC Wesco

Robert W. Baird

$522 $550

Upgrades Underperform Neutral X

WLK Westlake Corporation

BofA Securities

$151 $159

Upgrades Eq Weight Overweight X

AMBP Ardagh Metal Packaging S.A.

Wells Fargo

$4.25 $5

Downgrades Outperform Neutral X

AWK American Water Works

Mizuho

$131 $140

Upgrades In-line Outperform X

BLCO Bausch + Lomb

Evercore ISI

$19 $25

Upgrades Neutral Buy X

BOKF BOK Financial

DA Davidson

$113 $124

Upgrades Eq Weight Overweight X

DOCS Doximity

Barclays

$35 $52

Upgrades Neutral Outperform X

DUK Duke Energy

Mizuho

$116 $121

Upgrades Neutral Buy X

ED Con Edison

Citigroup

$103 $116

Reiterated Buy X

MCD McDonald’s

Truist

$295 $350

Reiterated Buy X

MNST Monster Beverage

BofA Securities

$56 $57

Upgrades Underperform Neutral X

MTH Meritage

Wedbush

$160 $195

Reiterated Buy X

PWR Quanta Services

TD Cowen

$280 $335

Upgrades Eq Weight Overweight X

RVTY Revvity

Barclays

$125 $140

Upgrades Hold Buy X

TTGT TechTarget

Craig Hallum

$34 $36

Downgrades Buy Hold X

AMGN Amgen

Truist

$320 $333

Downgrades Buy Neutral X

APP AppLovin

Goldman

$103 $150

Upgrades Hold Buy X

ATR AptarGroup

Jefferies

$155 $215

Reiterated Outperform X

AVGO Broadcom

Mizuho

$190 $220

Reiterated Buy X

AXP American Express

Monness Crespi & Hardt

$265 $300

Downgrades Buy Hold X

BRDG Bridge Investment Group

TD Cowen

$10 $10.50

Reiterated Buy X

COHR Coherent

Needham

$84 $120

Upgrades Hold Buy X

DEA Easterly Government Properties

Jefferies

$13 $15

Reiterated Outperform X

GE GE Aerospace

Bernstein

$201 $225

Reiterated Outperform X

PYPL PayPal

Mizuho

$90 $100

Upgrades Neutral Overweight X

S SentinelOne

Piper Sandler

$25 $32

Upgrades Underperform Neutral X

UPST Upstart

Wedbush

$10 $45

Reiterated Outperform X

WMT Walmart

Oppenheimer

$81 $90

Upgrades Eq Weight Overweight X

AFRM Affirm

Wells Fargo

$40 $52

Upgrades Neutral Buy X

KMI Kinder Morgan

BofA Securities

$23 $27

Reiterated Buy X

NFLX Netflix

Guggenheim

$735 $810

Reiterated Buy X

NVDA NVIDIA

Goldman

$135 $150

Upgrades Neutral Overweight X

RACE Ferrari

JP Morgan

$385 $525

Resumed Neutral X

CARR Carrier Global

JP Morgan

$48 $83

Reiterated Outperform X

COST Costco

Oppenheimer

$955 $980

Upgrades Eq Weight Overweight X

CVS CVS Health

Barclays

$63 $82

Upgrades Underperform Neutral X

EAT Brinker

BofA Securities

$63 $90

Upgrades Neutral Buy X

EVGO EVgo Inc.

UBS

$4 $8.50

Upgrades Neutral Overweight X

FTV Fortive

JP Morgan

$90 $92

Downgrades Overweight Neutral X

HON Honeywell

JP Morgan

$225 $235

Downgrades Overweight Neutral X

HUBB Hubbell

JP Morgan

$385 $454

Upgrades Mkt Perform Outperform X

LC Lending Club

Keefe Bruyette

$11.50 $15

Downgrades Buy Neutral X

LEU Centrus Energy

ROTH MKM

$55 $62

Upgrades Neutral Buy X

LXU LSB Industries

UBS

$9.50 $11

Upgrades Sec Perform Outperform X

MDT Medtronic

RBC Capital Mkts

$98 $105

Reiterated Overweight X

NFLX Netflix

Morgan Stanley

$780 $820

Reiterated Outperform X

NFLX Netflix

Oppenheimer

$725 $775

Upgrades Hold Buy X

NKE NIKE

Truist

$83 $97

Reiterated Outperform X

NOW ServiceNow

BMO Capital Markets

$860 $1025

Downgrades Outperform Mkt Perform X

PYPL PayPal

Bernstein

$75 $80

Reiterated Overweight X

ROKU Roku

JP Morgan

$90 $92

Upgrades Neutral Buy X

TROX Tronox

UBS

$17 $19

Upgrades Sec Perform Sec Outperform X

XOM Exxon Mobil

Scotiabank

$129 $145

Upgrades Underweight Eq-Weight X

AFRM Affirm

Morgan Stanley

$22 $37

Downgrades Outperform Neutral X

CIEN Ciena

Exane BNP Paribas

$59 $67

Reiterated Buy X

DAWN Day One Biopharmaceuticals

Needham

$32 $33

Upgrades Hold Buy X

HD Home Depot

Loop Capital

$360 $460

Reiterated Outperform X

IMVT Immunovant Sciences

Oppenheimer

$47 $53

Upgrades Neutral Overweight X

INTR Inter & Co

JP Morgan

$7.50 $8.50

Upgrades Hold Buy X

LOW Lowe’s

Loop Capital

$250 $300

Upgrades Eq Weight Overweight X

LPLA LPL Financial

Wells Fargo

$235 $285

Upgrades Underperform Hold X

LUV Southwest Air

Jefferies

$24 $32

Reiterated Overweight X

META Meta Platforms

Cantor Fitzgerald

$660 $670

Upgrades Neutral Buy X

NCLH Norwegian Cruise Line

Citigroup

$20 $30

Reiterated Buy X

RCL Royal Caribbean

Citigroup

$204 $253

Downgrades Buy Hold X

AXP American Express

HSBC Securities

$265 $270

Reiterated Buy X

DECK Deckers Outdoor

Truist

$204.17 $205

Reiterated Neutral X

MO Altria

Citigroup

$44.50 $48

Reiterated Buy X

NOW ServiceNow

UBS

$900 $1055

Upgrades Underweight Eq Weight X

UWMC UWM Holdings

Barclays

$6 $8

Upgrades Hold Buy X

WAT Waters

Jefferies

$355 $415

Reiterated Outperform X

WMT Walmart

Telsey Advisory Group

$82 $92

Downgrades Buy Hold X

AAPL Apple

Jefferies

$205 $212.92

Upgrades In-line Outperform X

APD Air Products

Evercore ISI

$305 $365

Upgrades Hold Buy X

APD Air Products

Jefferies

$295 $364

Downgrades Overweight Neutral X

AXP American Express

JP Morgan

$268 $286

Upgrades Hold Buy X

COTY Coty

Jefferies

$11 $12

Upgrades Mkt Perform Outperform X

CPB Campbell Soup

Bernstein

$55 $58

Reiterated Positive X

DKNG DraftKings

Susquehanna

$48 $50

Upgrades Eq Weight Overweight X

DT Dynatrace

Barclays

$52 $64

Upgrades Eq Weight Overweight X

ESTC Elastic

Barclays

$90 $95

Upgrades Eq Weight Overweight X

GILD Gilead Sciences

Wells Fargo

$78 $100

Downgrades Overweight Eq Weight X

HALO Halozyme Therapeutics

Wells Fargo

$58 $62

Downgrades Eq Weight Underweight X

KBH KB Home

Wells Fargo

$80 $83

Downgrades Overweight Neutral X

LW Lamb Weston

JP Morgan

$63 $68

Upgrades Underweight Eq Weight X

MHK Mohawk

Wells Fargo

$140 $160

Reiterated Neutral X

MNST Monster Beverage

UBS

$51 $55

Upgrades Neutral Overweight X

NFLX Netflix

Piper Sandler

$650 $800

Upgrades Neutral Buy X

NXPI NXP Semi

UBS

$275 $285

Reiterated Buy X

PAYO Payoneer

Needham

$9 $10

Upgrades Neutral Outperform X

PDD Pinduoduo

Macquarie

$126 $224

Reiterated Buy X

SRRK Scholar Rock

H.C. Wainwright

$30 $35

Upgrades Eq Weight Overweight X

TYL Tyler Tech

Barclays

$577 $700

Reiterated Buy X

UBER Uber

Truist

$88 $99

Upgrades Hold Buy X

WAL Western Alliance Bancorp

Deutsche Bank

$83 $101

Downgrades Neutral Underperform X

CB Chubb

BofA Securities

$264 $275

Upgrades Neutral Buy X

CHRW C.H. Robinson

UBS

$100 $140

Upgrades Hold Buy X

CVS CVS Health

TD Cowen

$59 $85

Upgrades Reduce Hold X

DLR Digital Realty Trust

HSBC Securities

$124 $160

Upgrades Hold Buy X

EQIX Equinix

HSBC Securities

$865 $1000

Upgrades Mkt Perform Outperform X

FANG Diamondback Energy

BMO Capital Markets

$205 $215

Downgrades Buy Neutral X

HIG Hartford Financial

BofA Securities

$113 $121

Downgrades Outperform Neutral X

LI Li Auto

Macquarie

$25 $33

Upgrades Eq-Weight Overweight X

WMB Williams Cos

Morgan Stanley

$52 $58

Reiterated Hold X

AAL American Airlines

TD Cowen

$7 $9

Reiterated Hold X

ALGT Allegiant Travel

TD Cowen

$33 $42

Upgrades Neutral Buy X

EQT EQT Corp.

Citigroup

$37 $44

Upgrades Hold Buy X

EVGO EVgo Inc.

TD Cowen

$5 $7

Upgrades Neutral Buy X

IVT InvenTrust Properties

BofA Securities

$30 $33

Upgrades Sell Hold X

RTX RTX

Deutsche Bank

$109 $129

Upgrades Sell Neutral X

SHLS Shoals Technologies

Citigroup

$5 $5.50

Downgrades Neutral Underweight X

BAH Booz Allen Hamilton

JP Morgan

$154 $158

Upgrades Underperform Mkt Perform X

BOH Bank of Hawaii

Keefe Bruyette

$60 $67

Upgrades Mkt Perform Outperform X

CVBF CVB Financial

Keefe Bruyette

$20 $22

Downgrades Outperform Mkt Perform X

ESQ Esquire Financial

Keefe Bruyette

$68 $72

Resumed Overweight X

FANG Diamondback Energy

JP Morgan

$167 $182

Upgrades Mkt Perform Outperform X

HAFC Hanmi Financial

Keefe Bruyette

$20 $22

Reiterated Market Perform X

LOW Lowe’s

Telsey Advisory Group

$230 $275

Upgrades In-line Outperform X

MTB M&T Bank

Evercore ISI

$187 $210

Upgrades Neutral Overweight X

SAIC Science Applications

JP Morgan

$150 $170

Upgrades Mkt Perform Outperform X

TMP Tompkins Finl

Keefe Bruyette

$59 $68

Downgrades Strong Buy Outperform X

TMUS T-Mobile US

Raymond James

$208 $221

Upgrades Mkt Perform Outperform X

TOWN Towne Bank

Keefe Bruyette

$35 $40

Reiterated Buy X

TTD The Trade Desk

Truist

$108 $120

Upgrades Neutral Buy X

AA Alcoa

BofA Securities

$43 $52

Upgrades Neutral Buy X

BDX Becton Dickinson

Citigroup

$255 $275

Upgrades Neutral Buy X

BIO Bio-Rad Labs

Citigroup

$350 $400

Upgrades Hold Buy X

CLX Clorox

Jefferies

$174 $187

Upgrades Eq Weight Overweight X

CTRE CareTrust REIT

Wells Fargo

$28 $34

Upgrades Neutral Buy X

DDOG Datadog

DA Davidson

$115 $140

Upgrades Neutral Outperform X

DIN Dine Brands

Wedbush

$34 $47

Upgrades Neutral Buy X

F Ford Motor

Goldman

$12 $13

Resumed Outperform X

FI Fiserv

Oppenheimer

$170 $203

Resumed Outperform X

JKHY Jack Henry

Oppenheimer

$181 $206

Reiterated Overweight X

NFLX Netflix

KeyBanc Capital Markets

$735 $760

Downgrades Overweight Eq Weight X

NHI National Health

Wells Fargo

$81 $86

Upgrades Eq Weight Overweight X

RRC Range Resources

Wells Fargo

$35 $39

Upgrades Eq Weight Overweight X

SBRA Sabra Health Care REIT

Wells Fargo

$16 $20

Upgrades Neutral Buy X

STLD Steel Dynamics

BofA Securities

$140 $155

Reiterated Buy X

TTD The Trade Desk

Needham

$115 $125

Resumed Outperform X

V Visa

Oppenheimer

$289 $318

Upgrades Eq Weight Overweight X

VTR Ventas

Wells Fargo

$61 $71

Upgrades Hold Buy X

ACN Accenture

TD Cowen

$321 $400

Upgrades Neutral Overweight X

AMTB Amerant Bancorp

Piper Sandler

$26 $26.50

Upgrades Neutral Buy X

BEP Brookfield Renewable Partners

UBS

$24 $31

Upgrades Eq Weight Overweight X

BF-B Brown-Forman

Barclays

$43 $53

Upgrades Eq-Weight Overweight X

BL BlackLine

Morgan Stanley

$60 $70

Upgrades Eq-Weight Overweight X

CADE Cadence Bank

Morgan Stanley

$36 $39

Downgrades Overweight Eq-Weight X

JPM JPMorgan Chase

Morgan Stanley

$220 $224

Reiterated Hold X

LUV Southwest Air

TD Cowen

$19 $25

Reiterated Buy X

META Meta Platforms

Monness Crespi & Hardt

$570 $620

Upgrades Eq-Weight Overweight X

USB U.S. Bancorp

Morgan Stanley

$54 $57

Upgrades Eq Weight Overweight X

WLK Westlake Corporation

Barclays

$162 $180

Reiterated Outperform X

COST Costco

Telsey Advisory Group

$925 $1000

Reiterated Buy X

CWH Camping World

Monness Crespi & Hardt

$24 $30

Reiterated Outperform X

MP MP Materials

Robert W. Baird

$20 $25

Reiterated Outperform X

PNFP Pinnacle Finl

Hovde Group

$110 $114

Downgrades Buy Neutral X

SMMT Summit Therapeutics

Citigroup

$19 $23

Reiterated Buy X

TTE TotalEnergies SE

TD Cowen

$72 $74

Resumed Overweight X

WVE Wave Life Sciences

JP Morgan

$10 $13

Upgrades Eq-Weight Overweight X

WYNN Wynn Resorts

Morgan Stanley

$97 $104

Upgrades Neutral Overweight X

ACN Accenture

Piper Sandler

$329 $395

Upgrades Neutral Buy X

BILI Bilibili

Goldman

$16.50 $22.60

Upgrades Hold Buy X

MD Pediatrix Medical Group

Jefferies

$8 $14

Reiterated Buy X

MU Micron

TD Cowen

$115 $135

Downgrades Buy Hold X

REG Regency Centers

Deutsche Bank

$70 $75

Upgrades Mkt Perform Outperform X

SBUX Starbucks

Bernstein

$92 $115