Upgrades Sell Neutral X

CAT Caterpillar

UBS

$355 $385

Downgrades Buy Neutral X

CFR Cullen/Frost

DA Davidson

$138 $143

Downgrades Outperform Neutral X

CRWD CrowdStrike

Robert W. Baird

$390 $430

Upgrades Neutral Buy X

DXCM Dexcom

Redburn Atlantic

$85 $115

Upgrades Mkt Perform Outperform X

FISI Financial Inst.

Keefe Bruyette

$29 $34

Downgrades Outperform Neutral X

FTNT Fortinet

Robert W. Baird

$105 $112

Downgrades Outperform Neutral X

NET Cloudflare

Robert W. Baird

$125 $140

Upgrades Hold Buy X

SSNC SS&C Techs

Jefferies

$70 $94

Upgrades Neutral Outperform X

TPX Tempur Sealy Int’l

Wedbush

$67 $80

Downgrades Buy Hold X

ITCI Intra-Cellular Therapies

Canaccord Genuity

$119 $132

Upgrades Neutral Outperform X

PCTY Paylocity

Mizuho

$200 $235

Upgrades Neutral Buy X

AKRO Akero Therapeutics

BofA Securities

$35 $63

Upgrades Underperform Buy X

BL BlackLine

BofA Securities

$50 $75

Upgrades Hold Buy X

EW Edwards Lifesciences

Stifel

$75 $90

Upgrades Hold Buy X

GLW Corning

HSBC Securities

$51 $60

Upgrades Hold Buy X

KO Coca-Cola

Jefferies

$69 $75

Upgrades Mkt Perform Outperform X

LRCX Lam Research

Bernstein

$85 $91

Upgrades Neutral Buy X

MELI MercadoLibre

New Street

$2000 $2300

Upgrades Sell Hold X

PCRX Pacira BioSciences

Truist

$8 $25

Upgrades Sell Neutral X

RH RH

Goldman

$261 $374

Upgrades Eq Weight Overweight X

BHF Brighthouse Financial

Barclays

$52 $85

Upgrades Neutral Outperform X

COIN Coinbase Global

Mizuho

$250 $290

Upgrades Eq Weight Overweight X

NXT Nextracker

Barclays

$47 $60

Upgrades Underperform Neutral X

SANM Sanmina

BofA Securities

$58 $92

Downgrades Outperform Mkt Perform X

TCBX Third Coast Bancshares

Keefe Bruyette

$40 $42

Upgrades Neutral Outperform X

ADSK Autodesk

Mizuho

$280 $400

Upgrades Sell Neutral X

AFRM Affirm

Compass Point

$20 $61

Upgrades Eq-Weight Overweight X

CIB Bancolombia S.A.

Morgan Stanley

$40 $53

Upgrades Neutral Overweight X

CIEN Ciena

JP Morgan

$84 $88

Upgrades Eq-Weight Overweight X

ECL Ecolab

Morgan Stanley

$263 $280

Upgrades Hold Buy X

ROP Roper

TD Cowen

$535 $615

Upgrades Eq Weight Overweight X

VSCO Victoria’s Secret

Barclays

$51 $53

Downgrades Overweight Eq Weight X

AEE Ameren

Barclays

$88 $95

Reiterated Buy X

AKRO Akero Therapeutics

H.C. Wainwright

$50 $72

Reiterated Outperform X

AMZN Amazon

Wedbush

$260 $280

Upgrades Neutral Buy X

APLE Apple Hospitality REIT

BofA Securities

$16 $17

Upgrades Neutral Outperform X

APTV Aptiv

Robert W. Baird

$75 $82

Reiterated Buy X

AXP American Express

Monness Crespi & Hardt

$330 $355

Reiterated Outperform X

BY Byline Bancorp

Hovde Group

$33 $34

Upgrades Underweight Eq Weight X

DAN Dana Inc

Wells Fargo

$10 $16

Upgrades Eq-Weight Overweight X

EXEL Exelixis

Morgan Stanley

$30 $40

Downgrades Mkt Perform Underperform X

FMCC Freddie Mac

Keefe Bruyette

$4 $4.50

Downgrades Mkt Perform Underperform X

FNMA Fannie Mae

Keefe Bruyette

$3 $4

Reiterated Market Perform X

FULT Fulton Fincl

Hovde Group

$22 $22.50

Reiterated Buy X

GOOGL Alphabet A

Needham

$210 $225

Upgrades Neutral Overweight X

IPG Interpublic

JP Morgan

$32 $39

Reiterated Buy X

LNG Cheniere Energy

TD Cowen

$242 $250

Reiterated Outperform X

MCB Metropolitan Bank

Hovde Group

$75 $83.50

Reiterated Market Perform X

MOFG MidWestOne Financial Group

Hovde Group

$30 $33.50

Upgrades Hold Buy X

PTLO Portillo’s

Stifel

$13 $16

Upgrades Neutral Overweight X

QRVO Qorvo

Piper Sandler

$85 $110

Upgrades Neutral Buy X

RDW Redwire Corporation

B. Riley Securities

$9.50 $27

Reiterated Buy X

SBUX Starbucks

Stifel

$110 $114

Reiterated Outperform X

SPFI South Plains Financial

Hovde Group

$46 $47

Upgrades Neutral Overweight X

SRCE 1st Source Corp

Piper Sandler

$70 $72.50

Upgrades Neutral Buy X

SSB South State

Citigroup

$106 $128

Upgrades Neutral Outperform X

TITN Titan Machinery

Robert W. Baird

$14 $25

Upgrades Underperform Buy X

TNL Travel + Leisure Co

BofA Securities

$40 $60

Upgrades Neutral Buy X

TTWO Take-Two

UBS

$175 $230

Upgrades Neutral Buy X

TWLO Twilio

Goldman

$77 $185

Reiterated Buy X

TWLO Twilio

Monness Crespi & Hardt

$135 $152

Upgrades Sec Perform Sec Outperform X

WM Waste Mgmt

Scotiabank

$225 $250

Reiterated Buy X

ALK Alaska Air

TD Cowen

$85 $110

Upgrades Eq-Weight Overweight X

AMH American Homes 4 Rent

Morgan Stanley

$39 $40

Upgrades Eq Weight Overweight X

APD Air Products

Barclays

$315 $365

Upgrades Mkt Perform Outperform X

BFST Business First Bancshares

Hovde Group

$31.50 $33

Upgrades Eq Weight Overweight X

IPG Interpublic

Barclays

$32 $36

Upgrades Eq-Weight Overweight X

MAA Mid-America Aptmt

Morgan Stanley

$159.50 $168

Upgrades Sec Perform Outperform X

MGA Magna

RBC Capital Mkts

$41 $52

Upgrades Mkt Perform Outperform X

NFLX Netflix

Bernstein

$975 $1200

Reiterated Buy X

OSIS OSI Systems

B. Riley Securities

$180 $221

Upgrades Hold Buy X

SGHC Super Group

Canaccord Genuity

$5 $10

Upgrades Hold Buy X

SHW Sherwin-Williams

Berenberg

$321 $420

Upgrades Hold Buy X

STLD Steel Dynamics

Jefferies

$125 $145

Upgrades Neutral Overweight X

TRV Travelers

Piper Sandler

$259 $310

Upgrades Neutral Outperform X

TWLO Twilio

Robert W. Baird

$115 $160

Reiterated Buy X

UAL United Airlines

TD Cowen

$142 $165

Reiterated Buy X

UNP Union Pacific

TD Cowen

$245 $258

Reiterated Overweight X

V Visa

Piper Sandler

$322 $368

Upgrades Underweight Neutral X

APTV Aptiv

Piper Sandler

$53 $65

Upgrades Neutral Overweight X

DCOM Dime Community

Piper Sandler

$36 $38

Reiterated Outperform X

EQBK Equity Bancshares

Hovde Group

$56 $57

Reiterated Buy X

ETON Eton Pharmaceuticals

H.C. Wainwright

$17 $33

Reiterated Outperform X

FCCO First Community

Hovde Group

$28 $29

Upgrades Outperform Strong Buy X

FCCO First Community

Raymond James

$27 $30

Reiterated Buy X

KNX Knight-Swift

TD Cowen

$62 $65

Reiterated Buy X

META Meta Platforms

BofA Securities

$660 $710

Upgrades Hold Buy X

OPCH Option Care Health

Jefferies

$26 $35

Reiterated Outperform X

PLTR Palantir Technologies

Wedbush

$75 $90

Upgrades Mkt Perform Outperform X

DRI Darden Restaurants

Bernstein

$180 $215

Upgrades Eq Weight Overweight X

MMM 3M

Wells Fargo

$140 $170

Upgrades Hold Buy X

NDSN Nordson

Loop Capital

$255 $280

Upgrades Underweight Eq Weight X

NFLX Netflix

Barclays

$715 $900

Upgrades Hold Buy X

NFLX Netflix

Canaccord Genuity

$940 $1150

Reiterated Outperform X

NFLX Netflix

Oppenheimer

$1040 $1150

Reiterated Buy X

NFLX Netflix

Pivotal Research Group

$1100 $1250

Upgrades Eq Weight Overweight X

SCHW Charles Schwab

Wells Fargo

$89 $93

Reiterated Outperform X

TSLA Tesla

Wedbush

$515 $550

Reiterated In-line X

UPS UPS

Evercore ISI

$141 $147

Upgrades In-line Outperform X

AEE Ameren

Evercore ISI

$89 $104

Upgrades Underweight Eq-Weight X

AEO American Eagle

Morgan Stanley

$15 $16

Downgrades Overweight Eq Weight X

CF CF Industries

Barclays

$96 $100

Upgrades Hold Buy X

ELS Equity Lifestyle Properties

Deutsche Bank

$66 $73

Upgrades Hold Buy X

ESS Essex Property

Deutsche Bank

$308 $310

Upgrades In-line Outperform X

EXC Exelon

Evercore ISI

$43 $44

Downgrades Buy Neutral X

FOXA Fox Corporation

MoffettNathanson

$51 $52

Upgrades Hold Buy X

G Genpact

Jefferies

$44 $55

Upgrades Underweight Eq Weight X

ICL ICL Group

Barclays

$4 $6

Reiterated Neutral X

LOGI Logitech Int’l SA

JP Morgan

$93 $99

Upgrades In-line Outperform X

NRG NRG Energy

Evercore ISI

$74 $126

Downgrades Overweight Eq Weight X

NTR Nutrien

Barclays

$55 $56

Upgrades In-line Outperform X

OGE OGE Energy

Evercore ISI

$40 $47

Upgrades Eq-Weight Overweight X

ORLY O’Reilly Auto

Morgan Stanley

$1150 $1450

Upgrades Underweight Eq Weight X

OZK Bank OZK

Wells Fargo

$40 $48

Upgrades Eq-Weight Overweight X

QRVO Qorvo

Morgan Stanley

$90 $106

Upgrades Neutral Buy X

RTX RTX

Citigroup

$132 $153

Reiterated Buy X

SLB SLB

TD Cowen

$53 $55

Upgrades Eq-Weight Overweight X

TXRH Texas Roadhouse

Morgan Stanley

$205 $213

Upgrades Eq-Weight Overweight X

ULTA Ulta Beauty

Morgan Stanley

$430 $500

Upgrades Eq-Weight Overweight X

URBN Urban Outfitters

Morgan Stanley

$41 $63

Upgrades Neutral Buy X

WBD Warner Bros. Discovery

MoffettNathanson

$9 $13

Upgrades Eq-Weight Overweight X

WING Wingstop

Morgan Stanley

$385 $389

Upgrades Outperform Strong Buy X

WIX Wix.com

Raymond James

$225 $300

Upgrades Underperform Neutral X

AAL American Airlines

BofA Securities

$12 $20

Upgrades Hold Buy X

CRM Salesforce

TD Cowen

$380 $400

Reiterated Buy X

CRWD CrowdStrike

Citigroup

$400 $420

Reiterated Buy X

CSCO Cisco

Citigroup

$64 $68

Upgrades Eq-Weight Overweight X

CWAN Clearwater Analytics

Morgan Stanley

$30 $34

Downgrades Buy Neutral X

HEES H&E Equipment

UBS

$60 $92

Reiterated Overweight X

HOOD Robinhood Markets

Morgan Stanley

$55 $64

Downgrades Buy Hold X

HUBS HubSpot

TD Cowen

$680 $725

Upgrades Underweight Overweight X

LITE Lumentum

Barclays

$80 $125

Upgrades Neutral Buy X

MLTX MoonLake Immunotherapeutics

Goldman

$62 $82

Upgrades Neutral Buy X

NET Cloudflare

Citigroup

$95 $145

Reiterated Neutral X

OKTA Okta

Citigroup

$95 $100

Upgrades Hold Buy X

SAP SAP SE

TD Cowen

$240 $305

Reiterated Buy X

CARG CarGurus

Needham

$39 $45

Upgrades Neutral Buy X

DAN Dana Inc

UBS

$11 $18

Upgrades Eq-Weight Overweight X

DOCN DigitalOcean

Morgan Stanley

$40 $41

Upgrades Neutral Outperform X

DXCM Dexcom

Robert W. Baird

$86 $104

Upgrades Neutral Buy X

PCTY Paylocity

Citigroup

$214 $231

Upgrades Mkt Perform Outperform X

PRTH Priority Technology Holdings

Keefe Bruyette

$10 $14

Upgrades Eq-Weight Overweight X

ROK Rockwell Automation

Stephens

$275 $350

Downgrades Outperform In-line X

ARIS Aris Water Solutions

Evercore ISI

$25 $27

Upgrades Eq-Weight Overweight X

CBRE CBRE Group

Morgan Stanley

$115 $160

Upgrades Hold Buy X

DLR Digital Realty Trust

Deutsche Bank

$185 $194

Reiterated Outperform X

NFLX Netflix

BMO Capital Markets

$825 $1000

Reiterated Buy X

SRAD Sportradar Group AG

Jefferies

$17 $23

Reiterated Outperform X

TDUP thredUP

Telsey Advisory Group

$2 $3

Reiterated Equal Weight X

TSLA Tesla

Barclays

$270 $325

Reiterated Outperform X

TTD The Trade Desk

BMO Capital Markets

$125 $160

Upgrades Eq Weight Overweight X

AON Aon

Wells Fargo

$377 $410

Upgrades Eq-Weight Overweight X

AYI Acuity Brands

Morgan Stanley

$304 $370

Upgrades Neutral Buy X

HSAI Hesai Group

Goldman

$5.50 $18.40

Reiterated Outperform X

LULU lululemon athletica

Telsey Advisory Group

$430 $445

Upgrades Hold Buy X

MCRI Monarch Casino & Resort

Truist

$82 $100

Upgrades Neutral Buy X

PCAR PACCAR

BofA Securities

$116 $121.50

Reiterated Buy X

SQ Block

Citigroup

$90 $108

Reiterated Market Perform X

URBN Urban Outfitters

Telsey Advisory Group

$46 $56

Upgrades Underperform Buy X

AEP American Electric

BofA Securities

$98 $104

Upgrades Underweight Eq-Weight X

AMPL Amplitude

Morgan Stanley

$10 $11

Upgrades Underweight Overweight X

CF CF Industries

Piper Sandler

$79 $105

Upgrades In-line Outperform X

CHWY Chewy

Evercore ISI

$34 $47

Upgrades Neutral Buy X

COF Capital One

UBS

$168 $235

Reiterated Buy X

DAL Delta Air Lines

TD Cowen

$78 $90

Upgrades Neutral Buy X

DFS Discover Financial Services

UBS

$150 $239

Upgrades Eq-Weight Overweight X

ELF e.l.f. Beauty

Morgan Stanley

$139 $153

Upgrades Underperform Hold X

ETSY Etsy

Jefferies

$45 $55

Upgrades Neutral Buy X

GPOR Gulfport Energy

BofA Securities

$164 $227

Downgrades Overweight Eq-Weight X

HSAI Hesai Group

Morgan Stanley

$5.80 $15

Upgrades Neutral Buy X

KTOS Kratos Defense and Security

B. Riley Securities

$26 $35

Upgrades Underweight Overweight X

LXU LSB Industries

Piper Sandler

$9 $11

Upgrades Underweight Overweight X

LZ LegalZoom.com

JP Morgan

$8 $9

Upgrades Underweight Neutral X

MOS Mosaic

Piper Sandler

$26 $30

Upgrades Underweight Neutral X

NTR Nutrien

JP Morgan

$40 $50

Upgrades Underweight Overweight X

NTR Nutrien

Piper Sandler

$50 $58

Upgrades Neutral Buy X

OPCH Option Care Health

BofA Securities

$26 $33

Upgrades Eq-Weight Overweight X

RH RH

Morgan Stanley

$435 $530

Upgrades Neutral Buy X

RRC Range Resources

BofA Securities

$34 $45

Upgrades Eq-Weight Overweight X

SEMR SEMRush

Morgan Stanley

$17 $20

Upgrades Eq-Weight Overweight X

WIX Wix.com

Morgan Stanley

$248 $276

Upgrades Eq Weight Overweight X

XEL Xcel Energy

Wells Fargo

$70 $72