Reiterated Market Perform X

DDS Dillard’s

Telsey Advisory Group

$450 $550

Reiterated Market Perform X

EL Estee Lauder

Telsey Advisory Group

$66 $99

Reiterated Neutral X

MNST Monster Beverage

Roth Capital

$56 $60

Reiterated Overweight X

MU Micron

JP Morgan

$165 $185

Reiterated Buy X

OLMA Olema Pharmaceuticals

Citigroup

$20 $21

Reiterated Buy X

ARLO Arlo Technologies

Craig Hallum

$17 $22

Reiterated Buy X

CPA Copa Holdings

TD Cowen

$144 $147

Reiterated Market Perform X

FIGS FIGS, Inc.

Telsey Advisory Group

$5 $7

Reiterated Buy X

LNG Cheniere Energy

TD Cowen

$265 $270

Reiterated Neutral X

MNST Monster Beverage

JP Morgan

$64 $68

Reiterated Overweight X

MNST Monster Beverage

Morgan Stanley

$70 $74

Reiterated Outperform X

MNST Monster Beverage

RBC Capital Mkts

$64 $68

Reiterated Neutral X

MNST Monster Beverage

UBS

$64 $67

Reiterated Overweight X

MNST Monster Beverage

Wells Fargo

$70 $73

Reiterated Hold X

ORA Ormat Tech

TD Cowen

$76 $85

Reiterated Buy X

PINS Pinterest

Monness Crespi & Hardt

$40 $46

Reiterated Hold X

SEDG SolarEdge Technologies

TD Cowen

$18 $20

Reiterated Outperform X

VITL Vital Farms

Telsey Advisory Group

$46 $50

Reiterated Buy X

AAPL Apple

BofA Securities

$240 $250

Reiterated Market Perform X

AKA a.k.a. Brands

Telsey Advisory Group

$10 $13

Reiterated Market Perform X

CPRI Capri Holdings

Telsey Advisory Group

$20 $22

Reiterated Buy X

DDOG Datadog

Monness Crespi & Hardt

$160 $185

Reiterated Hold X

KLIC Kulicke & Soffa

TD Cowen

$36 $38

Reiterated Market Perform X

PAYC Paycom Software

BMO Capital Markets

$244 $258

Reiterated Buy X

RUN Sunrun

TD Cowen

$13 $14

Reiterated Market Perform X

WWW Wolverine

Telsey Advisory Group

$17 $29

Reiterated Hold X

AEIS Advanced Energy

TD Cowen

$118 $140

Reiterated Buy X

AIP Arteris

TD Cowen

$12 $15

Reiterated Buy X

AMD Advanced Micro Devices

TD Cowen

$165 $195

Reiterated Buy X

APPS Digital Turbine

Craig Hallum

$7 $8

Reiterated Market Perform X

BL BlackLine

BMO Capital Markets

$60 $63

Reiterated Hold X

BP BP

TD Cowen

$34 $37

Reiterated Outperform X

PCTY Paylocity

BMO Capital Markets

$226 $230

Reiterated Outperform X

YOU Clear Secure

Telsey Advisory Group

$32 $37

Reiterated Buy X

IDXX IDEXX Labs

BTIG Research

$545 $785

Reiterated Buy X

PWR Quanta Services

TD Cowen

$355 $425

Reiterated Buy X

SNDX Syndax Pharmaceuticals

BTIG Research

$43 $56

Reiterated Outperform X

TDUP thredUP

Telsey Advisory Group

$9 $12

Reiterated Hold X

CVX Chevron

TD Cowen

$150 $155

Reiterated Buy X

MTZ MasTec

TD Cowen

$175 $195

Reiterated Outperform X

RL Ralph Lauren

Telsey Advisory Group

$315 $335

Reiterated Underweight X

AAPL Apple

Barclays

$173 $180

Reiterated Buy X

AAPL Apple

BofA Securities

$235 $240

Reiterated Buy X

AAPL Apple

Citigroup

$240 $245

Reiterated Overweight X

AAPL Apple

JP Morgan

$250 $255

Reiterated Buy X

AAPL Apple

Monness Crespi & Hardt

$245 $270

Reiterated Overweight X

AAPL Apple

Morgan Stanley

$235 $240

Reiterated Outperform X

AAPL Apple

Raymond James

$230 $240

Reiterated Neutral X

AAPL Apple

UBS

$210 $220

Reiterated Overweight X

AMZN Amazon

Barclays

$240 $275

Reiterated Buy X

AMZN Amazon

BofA Securities

$265 $272

Reiterated Overweight X

AMZN Amazon

Cantor Fitzgerald

$260 $280

Reiterated Buy X

AMZN Amazon

Citigroup

$265 $270

Reiterated Buy X

AMZN Amazon

DA Davidson

$230 $265

Reiterated Overweight X

AMZN Amazon

JP Morgan

$255 $265

Reiterated Buy X

AMZN Amazon

Monness Crespi & Hardt

$265 $275

Reiterated Overweight X

AMZN Amazon

Piper Sandler

$250 $255

Reiterated Buy X

AMZN Amazon

Pivotal Research Group

$260 $285

Reiterated Positive X

AMZN Amazon

Susquehanna

$225 $260

Reiterated Outperform X

AMZN Amazon

Telsey Advisory Group

$235 $265

Reiterated Hold X

DINO HF Sinclair

TD Cowen

$45 $46

Reiterated Hold X

EOSE Eos Energy

TD Cowen

$5.50 $6

Reiterated Buy X

FSLR First Solar

TD Cowen

$200 $220

Reiterated Hold X

KLAC KLA Corporation

TD Cowen

$800 $900

Reiterated Outperform X

PCOR Procore Technologies

BMO Capital Markets

$75 $82

Reiterated Buy X

ROKU Roku

Pivotal Research Group

$100 $120

Reiterated Outperform X

WRBY Warby Parker

Telsey Advisory Group

$22 $28

Reiterated Overweight X

CELH Celsius

JP Morgan

$44 $54

Reiterated Hold X

CHRW C.H. Robinson

TD Cowen

$112 $116

Reiterated Buy X

GNRC Generac

TD Cowen

$155 $198

Reiterated Mkt Perform X

HSY Hershey Foods

Bernstein

$155 $179

Reiterated Neutral X

HSY Hershey Foods

BofA Securities

$175 $208

Reiterated Equal-Weight X

HSY Hershey Foods

Morgan Stanley

$173 $189

Reiterated Buy X

LRCX Lam Research

TD Cowen

$100 $125

Reiterated Overweight X

MDLZ Mondelez Int’l

Barclays

$74 $77

Reiterated Neutral X

MDLZ Mondelez Int’l

Piper Sandler

$66 $67

Reiterated Outperform X

META Meta Platforms

Bernstein

$775 $900

Reiterated Market Perform X

META Meta Platforms

BMO Capital Markets

$610 $710

Reiterated Buy X

META Meta Platforms

BofA Securities

$775 $900

Reiterated Buy X

META Meta Platforms

Citigroup

$803 $915

Reiterated Mkt Outperform X

META Meta Platforms

Citizens JMP

$750 $900

Reiterated Overweight X

META Meta Platforms

JP Morgan

$795 $875

Reiterated Overweight X

META Meta Platforms

KeyBanc Capital Markets

$800 $905

Reiterated Buy X

META Meta Platforms

Monness Crespi & Hardt

$780 $860

Reiterated Overweight X

META Meta Platforms

Morgan Stanley

$750 $850

Reiterated Outperform X

META Meta Platforms

Oppenheimer

$775 $870

Reiterated Buy X

META Meta Platforms

Pivotal Research Group

$830 $930

Reiterated Buy X

META Meta Platforms

TD Cowen

$800 $875

Reiterated Buy X

META Meta Platforms

UBS

$812 $897

Reiterated Outperform X

META Meta Platforms

Wedbush

$750 $920

Reiterated Overweight X

META Meta Platforms

Wells Fargo

$783 $811

Reiterated Overweight X

MSFT Microsoft

Barclays

$550 $625

Reiterated Outperform X

MSFT Microsoft

Bernstein

$540 $637

Reiterated Outperform X

MSFT Microsoft

BMO Capital Markets

$550 $650

Reiterated Buy X

MSFT Microsoft

BofA Securities

$585 $640

Reiterated Buy X

MSFT Microsoft

Jefferies

$600 $675

Reiterated Outperform X

MSFT Microsoft

Mizuho

$540 $625

Reiterated Overweight X

MSFT Microsoft

Morgan Stanley

$530 $582

Reiterated Outperform X

MSFT Microsoft

Oppenheimer

$600 $630

Reiterated Buy X

MSFT Microsoft

TD Cowen

$580 $640

Reiterated Buy X

MSFT Microsoft

UBS

$600 $650

Reiterated Outperform X

MSFT Microsoft

Wedbush

$600 $625

Reiterated Overweight X

MSFT Microsoft

Wells Fargo

$600 $650

Reiterated Outperform X

PTC PTC

BMO Capital Markets

$187 $231

Reiterated Market Perform X

SHOO Steven Madden

Telsey Advisory Group

$24 $26

Reiterated Buy X

SIMO Silicon Motion

Craig Hallum

$70 $100

Reiterated Buy X

WDC Western Digital

TD Cowen

$58 $90

Reiterated Overweight X

WING Wingstop

Barclays

$410 $440

Reiterated Outperform X

WING Wingstop

Bernstein

$330 $400

Reiterated Market Perform X

WING Wingstop

BMO Capital Markets

$275 $345

Reiterated Overweight X

WING Wingstop

Morgan Stanley

$367 $405

Reiterated Overweight X

WING Wingstop

Stephens

$400 $425

Reiterated Outperform X

AMZN Amazon

Wedbush

$235 $250

Reiterated Overweight X

NVDA NVIDIA

Morgan Stanley

$170 $200

Reiterated Hold X

NXT Nextracker

TD Cowen

$55 $65

Reiterated Hold X

QRVO Qorvo

TD Cowen

$80 $95

Reiterated Outperform X

SBUX Starbucks

RBC Capital Mkts

$100 $110

Reiterated Buy X

STX Seagate Tech

TD Cowen

$135 $175

Reiterated Buy X

AMD Advanced Micro Devices

BofA Securities

$175 $200

Reiterated Buy X

AMZN Amazon

Stifel

$245 $262

Reiterated Equal Weight X

AMZN Amazon

Wells Fargo

$238 $245

Reiterated Market Perform X

BWFG Bankwell Financial Group

Hovde Group

$38.50 $42

Reiterated Outperform X

CBAN Colony Bankcorp

Hovde Group

$19.50 $21

Reiterated Outperform X

CBNK Capital Bancorp

Hovde Group

$35 $39

Reiterated Overweight X

DIS Walt Disney

JP Morgan

$130 $138

Upgrades Neutral Buy X

FULC Fulcrum Therapeutics

H.C. Wainwright

$4 $12

Reiterated Equal Weight X

GOOGL Alphabet A

Wells Fargo

$184 $187

Reiterated Outperform X

TDUP thredUP

Telsey Advisory Group

$7 $9

Reiterated Outperform X

TSLA Tesla

RBC Capital Mkts

$319 $325

Reiterated Buy X

AMZN Amazon

UBS

$249 $271

Reiterated Market Perform X

CADE Cadence Bank

Hovde Group

$34 $40

Reiterated Buy X

META Meta Platforms

Guggenheim

$725 $800

Reiterated Buy X

PSX Phillips 66

TD Cowen

$130 $134

Reiterated Market Perform X

AROW Arrow Financial

Hovde Group

$27.50 $28.50

Reiterated Buy X

DECK Deckers Outdoor

Needham

$120 $128

Reiterated Outperform X

PFS Provident Finl

Hovde Group

$22.50 $23.50

Reiterated Market Perform X

SIG Signet Jewelers

Telsey Advisory Group

$80 $92

Reiterated Market Perform X

SSB South State

Hovde Group

$97 $105

Reiterated Outperform X

TSCO Tractor Supply

Telsey Advisory Group

$60 $70