Upgrades Neutral Overweight X

ALEX Alexander & Baldwin

Piper Sandler

$17 $22

Reiterated Outperform X

AUB Atlantic Union Bankshares

Hovde Group

$40 $46

Reiterated Outperform X

BFST Business First Bancshares

Hovde Group

$29 $30

Upgrades In-line Outperform X

CBRE CBRE Group

Evercore ISI

$100 $123

Reiterated Buy X

CFR Cullen/Frost

Maxim Group

$132 $138

Upgrades Hold Buy X

FTAI FTAI Aviation Ltd.

Stifel

$69 $132

Reiterated Outperform X

INBK First Internet Bancorp

Hovde Group

$38 $44

Downgrades Buy Hold X

LHX L3Harris

Deutsche Bank

$245 $257

Upgrades Hold Buy X

LMT Lockheed Martin

Deutsche Bank

$540 $600

Upgrades Underperform Buy X

MHK Mohawk

BofA Securities

$120 $177

Reiterated Outperform X

NBHC National Bank

Hovde Group

$42 $50

Reiterated Hold X

NSC Norfolk Southern

TD Cowen

$251 $253

Reiterated Buy X

SNY Sanofi

Argus

$55 $60

Reiterated Buy X

UCTT Ultra Clean Holdings

TD Cowen

$55 $60

Upgrades Underweight Neutral X

UHS Universal Health

Cantor Fitzgerald

$162 $219

Reiterated Outperform X

BPOP Popular

Hovde Group

$113 $123

Reiterated Hold X

KLAC KLA Corporation

TD Cowen

$700 $760

Reiterated Buy X

KNX Knight-Swift

TD Cowen

$47 $57

Upgrades Eq Weight Overweight X

MTDR Matador Resources

CapitalOne

$80 $84

Downgrades Overweight Neutral X

NBHC National Bank

Piper Sandler

$42 $46

Downgrades Overweight Eq-Weight X

NBTB NBT Bancorp

Stephens

$42 $49

Downgrades Outperform Neutral X

OHI Omega Health

Mizuho

$34 $35

Downgrades Outperform Mkt Perform X

RNST Renasant

Hovde Group

$36 $38

Upgrades Neutral Outperform X

ROP Roper

Robert W. Baird

$617 $635

Reiterated Overweight X

AAPL Apple

JP Morgan

$245 $265

Upgrades Hold Buy X

AOS A.O. Smith

Stifel

$97 $98

Reiterated Outperform X

BOKF BOK Financial

Hovde Group

$106 $122

Downgrades Eq Weight Underweight X

BWXT BWX Technologies

Barclays

$75 $90

Reiterated Outperform X

CADE Cadence Bank

Hovde Group

$33 $36.50

Downgrades Overweight Neutral X

CADE Cadence Bank

Piper Sandler

$33 $34

Reiterated Outperform X

CBNK Capital Bancorp

Hovde Group

$26 $28

Reiterated Market Perform X

CCBG Capital City Bank

Hovde Group

$30 $37

Reiterated Outperform X

FBP First Bancorp

Hovde Group

$21 $25

Downgrades Overweight Eq-Weight X

GM General Motors

Morgan Stanley

$46 $47

Reiterated Buy X

GOOGL Alphabet A

Guggenheim

$195 $205

Reiterated Outperform X

GOOGL Alphabet A

Mizuho

$205 $210

Reiterated Overweight X

GOOGL Alphabet A

Piper Sandler

$200 $206

Reiterated Outperform X

GOOGL Alphabet A

RBC Capital Mkts

$200 $204

Reiterated Buy X

GOOGL Alphabet A

Truist

$190 $196

Reiterated Neutral X

GOOGL Alphabet A

UBS

$200 $204

Reiterated Equal Weight X

GOOGL Alphabet A

Wells Fargo

$187 $190

Upgrades Hold Buy X

INVH Invitation Homes

Deutsche Bank

$35 $41

Upgrades Mkt Perform Outperform X

IONS Ionis Pharma

Leerink Partners

$53 $62

Upgrades Hold Buy X

LMT Lockheed Martin

TD Cowen

$480 $560

Upgrades Neutral Buy X

MSGE Madison Square Garden Entertainment

Goldman

$41 $45

Reiterated Outperform X

ORRF Orrstown Financial Services

Hovde Group

$33 $37

Downgrades Buy Neutral X

QTWO Q2 Holdings

DA Davidson

$65 $76

Downgrades Overweight Eq Weight X

RRR Red Rock Resorts

Wells Fargo

$63 $64

Reiterated Outperform X

SHW Sherwin-Williams

Evercore ISI

$360 $365

Reiterated Market Perform X

SMBK SmartFinancial

Hovde Group

$24 $28

Downgrades Overweight Neutral X

SMBK SmartFinancial

Piper Sandler

$26 $28

Upgrades Neutral Buy X

SPOT Spotify

Goldman

$320 $425

Reiterated Buy X

SPOT Spotify

Pivotal Research Group

$400 $460

Reiterated Buy X

STX Seagate Tech

TD Cowen

$110 $135

Reiterated Outperform X

SYBT Stock Yards Bancorp

Hovde Group

$53 $68

Downgrades Buy Neutral X

TFC Truist

Citigroup

$45 $47

Downgrades Overweight Neutral X

TSLA Tesla

Cantor Fitzgerald

$230 $245

Reiterated Overweight X

TSLA Tesla

Piper Sandler

$205 $300

Reiterated Hold X

TSLA Tesla

Truist

$162 $215

Upgrades Neutral Buy X

COIN Coinbase Global

Citigroup

$260 $345

Downgrades Overweight Neutral X

DCOM Dime Community

Piper Sandler

$23 $26

Upgrades Eq Weight Overweight X

EQIX Equinix

Wells Fargo

$825 $875

Upgrades Hold Buy X

EVTL Vertical Aerospace Group

Deutsche Bank

$1 $1.50

Upgrades Neutral Overweight X

MESO Mesoblast

Piper Sandler

$4 $11

Upgrades Eq-Weight Overweight X

SKX Skechers USA

Morgan Stanley

$60 $80

Upgrades Underweight Eq-Weight X

SNAP Snap

Morgan Stanley

$12 $16

Upgrades Neutral Overweight X

ANF Abercrombie & Fitch

JP Morgan

$167 $194

Reiterated Buy X

AXP American Express

Monness Crespi & Hardt

$260 $265

Upgrades Underperform Buy X

CHRW C.H. Robinson

BofA Securities

$76 $99

Reiterated Neutral X

EEFT Euronet

Monness Crespi & Hardt

$140 $145

Upgrades Neutral Outperform X

EGP EastGroup

Wedbush

$162 $208

Upgrades Neutral Outperform X

HSIC Henry Schein

Robert W. Baird

$81 $92

Upgrades Hold Buy X

IFF Intl Flavors

Stifel

$95 $115

Downgrades Overweight Neutral X

NU Nu Holdings

JP Morgan

$12 $14.50

Reiterated Outperform X

OFG OFG Bancorp

Hovde Group

$44 $51

Downgrades Buy Neutral X

RDW Redwire Corporation

B. Riley Securities

$6 $8

Reiterated Buy X

SLB SLB

TD Cowen

$62 $64

Upgrades Neutral Outperform X

STAG STAG Industrial

Wedbush

$38 $44

Upgrades Underperform Neutral X

TASK TaskUs

BofA Securities

$12 $18

Resumed Buy X

AEE Ameren

UBS

$81 $87

Upgrades Neutral Overweight X

ANAB AnaptysBio

JP Morgan

$29 $69

Reiterated Outperform X

BHLB Berkshire Hills Bancorp

Hovde Group

$28 $31

Reiterated Outperform X

BKU BankUnited

Hovde Group

$33 $41

Reiterated Buy X

BOOT Boot Barn Holdings

Citigroup

$122 $154

Downgrades Outperform Neutral X

CTAS Cintas

Robert W. Baird

$750 $775

Reiterated Outperform X

HBCP Home Bancorp

Hovde Group

$45 $48.50

Reiterated Outperform X

META Meta Platforms

Oppenheimer

$500 $525

Reiterated Outperform X

SPFI South Plains Financial

Hovde Group

$32 $36

Reiterated Neutral X

WOOF Petco Health and Wellness

Citigroup

$3 $4

Downgrades Outperform Mkt Perform X

WTFC Wintrust Fin

Keefe Bruyette

$110 $115

Upgrades Neutral Buy X

WWW Wolverine

UBS

$13 $20

Upgrades Mkt Perform Outperform X

ALL Allstate

BMO Capital Markets

$190 $191

Upgrades Neutral Outperform X

ELF e.l.f. Beauty

Robert W. Baird

$210 $230

Upgrades Eq-Weight Overweight X

GPS Gap

Morgan Stanley

$27 $29

Downgrades Overweight Neutral X

PNFP Pinnacle Finl

Piper Sandler

$95 $98

Upgrades Neutral Outperform X

TOST Toast

Mizuho

$21 $33

Reiterated Hold X

TSM Taiwan Semiconductor Manufacturing

TD Cowen

$130 $170

Upgrades Neutral Buy X

VFC V.F. Corp

Citigroup

$11 $20

Reiterated Market Perform X

VFC V.F. Corp

Telsey Advisory Group

$13 $15

Upgrades Hold Buy X

AEHR Aehr Test Systems

Craig Hallum

$12 $25

Reiterated Buy X

AMZN Amazon

Needham

$205 $210

Reiterated Buy X

BLBD Blue Bird

Needham

$52 $65

Downgrades Outperform In-line X

EPRT Essential Properties Realty Trust

Evercore ISI

$30 $32

Downgrades Overweight Neutral X

FBK FB Financial

Piper Sandler

$41 $46

Reiterated Hold X

HA Hawaiian Holdings

TD Cowen

$12 $13

Reiterated Outperform X

HWC Hancock Whitney

Hovde Group

$55 $62

Upgrades Hold Buy X

MXL MaxLinear

Craig Hallum

$20 $38

Reiterated Buy X

NFLX Netflix

Guggenheim

$700 $735

Upgrades Mkt Perform Outperform X

PGR Progressive

Keefe Bruyette

$210 $245

Reiterated Equal Weight X

TSLA Tesla

Barclays

$180 $225

Reiterated Buy X

UAL United Airlines

TD Cowen

$65 $80

Reiterated Buy X

UFPT UFP Technologies

Lake Street

$344 $392

Upgrades Hold Buy X

UNH UnitedHealth

Jefferies

$481 $647

Reiterated Outperform X

UNH UnitedHealth

RBC Capital Mkts

$555 $615

Upgrades Neutral Outperform X

VLO Valero Energy

Mizuho

$165 $175

Reiterated Buy X

AMZN Amazon

Goldman

$225 $250

Reiterated Buy X

AVGO Broadcom

TD Cowen

$175 $210

Reiterated Buy X

CECO CECO Environ.

Needham

$26 $34

Upgrades Hold Buy X

COO Cooper

Jefferies

$107 $115

Upgrades Neutral Outperform X

DDOG Datadog

Mizuho

$135 $155

Reiterated Outperform X

EA Electronic Arts

Oppenheimer

$150 $170

Upgrades Hold Buy X

EPAM EPAM Systems

Jefferies

$202 $237

Resumed Buy X

IONS Ionis Pharma

Jefferies

$29 $75

Reiterated Buy X

MDWD MediWound

Maxim Group

$25 $30

Reiterated Sell X

NFLX Netflix

The Benchmark Company

$450 $545

Downgrades Neutral Underperform X

PLTR Palantir Technologies

Mizuho

$21 $22

Upgrades Hold Buy X

PROF Profound Medical

Stifel

$9 $12

Reiterated Buy X

RVMD Revolution Medicines

Needham

$46 $62

Reiterated Market Perform X

SFBS ServisFirst Bancshares

Hovde Group

$68 $76

Upgrades Neutral Buy X

SHOP Shopify

BofA Securities

$78 $82

Upgrades Hold Buy X

AAPL Apple

Loop Capital

$170 $300

Reiterated Overweight X

AAPL Apple

Morgan Stanley

$216 $273

Upgrades Underweight Eq-Weight X

ALC Alcon

Morgan Stanley

$65 $85

Reiterated Buy X

AMD Advanced Micro

TD Cowen

$200 $210

Reiterated Buy X

AXP American Express

Monness Crespi & Hardt

$250 $260

Upgrades Neutral Outperform X

CARR Carrier Global

Robert W. Baird

$64 $75

Reiterated Buy X

CRDO Credo Technology Group

TD Cowen

$35 $40

Downgrades Buy Neutral X

EA Electronic Arts

Citigroup

$148 $161

Reiterated Buy X

KLAC KLA Corporation

Citigroup

$760 $980

Reiterated Buy X

NFLX Netflix

BofA Securities

$700 $740

Reiterated Buy X

NVDA NVIDIA

TD Cowen

$140 $165

Upgrades Neutral Overweight X

SLDB Solid Biosciences

JP Morgan

$10 $15

Upgrades Sec Perform Outperform X

SNX TD Synnex

RBC Capital Mkts

$135 $140

Reiterated Buy X

TSM Taiwan Semiconductor Manufacturing

Needham

$168 $210

Reiterated Outperform X

TTD The Trade Desk

Oppenheimer

$105 $120

Upgrades Mkt Perform Outperform X

UDR UDR

BMO Capital Markets

$39 $45

Downgrades Buy Neutral X

VECO Veeco Instruments

Citigroup

$45 $50

Resumed Buy X

FUN Six Flags Entertainment

Stifel

$53 $68

Reiterated Buy X

GDDY GoDaddy

B. Riley Securities

$143 $170

Reiterated Overweight X

NFLX Netflix

JP Morgan

$650 $750

Reiterated Buy X

NVDA NVIDIA

The Benchmark Company

$135 $170

Reiterated Buy X

SQ Block

Deutsche Bank

$90 $98

Reiterated Neutral X

TSLA Tesla

Mizuho

$180 $230

Downgrades Neutral Sell X

TSLA Tesla

UBS

$147 $197

Reiterated Buy X

AAPL Apple

BofA Securities

$230 $256

Reiterated Buy X

AVGO Broadcom

Rosenblatt

$1650 $2400

Reiterated Outperform X

COST Costco

Oppenheimer

$905 $950

Reiterated Outperform X

COST Costco

Telsey Advisory Group

$900 $925

Resumed Buy X

EA Electronic Arts

Jefferies

$160 $165

Downgrades Outperform Mkt Perform X

IBKR Interactive Brokers

Keefe Bruyette

$128 $135

Upgrades Neutral Buy X

OC Owens Corning

Citigroup

$178 $191

Reiterated Overweight X

PI Impinj

Piper Sandler

$150 $180

Upgrades Hold Buy X

RSG Republic Services

Truist

$192 $220

Downgrades Overweight Eq Weight X

RYAN Ryan Specialty Group

Wells Fargo

$58 $60

Resumed Buy X

SPOT Spotify

Jefferies

$242 $385

Downgrades Overweight Eq-Weight X

UTHR United Therapeutics

Morgan Stanley

$310 $321

Upgrades Neutral Buy X

A Agilent

Citigroup

$135 $150

Reiterated Buy X

AAPL Apple

Needham

$220 $260

Reiterated Buy X

AMZN Amazon

TD Cowen

$225 $245

Upgrades Hold Buy X

BHF Brighthouse Financial

Jefferies

$49 $54

Upgrades Neutral Buy X

DGX Quest Diagnostics

Citigroup

$145 $165

Reiterated Buy X

GOOG Alphabet

TD Cowen

$200 $220

Reiterated Buy X

ISRG Intuitive Surgical

Citigroup

$462 $512

Downgrades Overweight Eq Weight X

LII Lennox Int’l

Wells Fargo

$550 $570

Reiterated Mkt Outperform X

LNTH Lantheus Holdings

JMP Securities

$100 $130

Reiterated Buy X

META Meta Platforms

TD Cowen

$530 $600

Reiterated Overweight X

NFLX Netflix

KeyBanc Capital Markets

$707 $735

Upgrades Mkt Perform Outperform X

PMT PennyMac Mortgage

Keefe Bruyette

$15 $15.50

Reiterated Neutral X

TSLA Tesla

Goldman

$175 $248

Reiterated Neutral X

WHD Cactus

Citigroup

$48 $52

Downgrades Neutral Sell X

WMG Warner Music Group

Redburn Atlantic

$21 $23

Reiterated Neutral X

AAPL Apple

Piper Sandler

$190 $225

Upgrades Mkt Perform Outperform X

AGO Assured Guaranty

Keefe Bruyette

$87 $92

Upgrades Underweight Neutral X

BAC Bank of America

Piper Sandler

$37 $42

Upgrades Neutral Buy X

CC Chemours

UBS

$28 $30

Upgrades Underweight Neutral X

CHRW C.H. Robinson

JP Morgan

$76 $87

Upgrades Eq-Weight Overweight X

CRH CRH Plc.

Morgan Stanley

$87 $88

Reiterated Market Perform X

JWN Nordstrom

Telsey Advisory Group

$19 $23

Reiterated Buy X

NFLX Netflix

TD Cowen

$725 $775

Reiterated Overweight X

NVDA NVIDIA

KeyBanc Capital Markets

$130 $180

Upgrades Neutral Outperform X

REG Regency Centers

Mizuho

$61 $67

Upgrades Sec Underperform Sec Perform X

SLG SL Green Realty

Scotiabank

$43 $53

Upgrades Underweight Neutral X

ALLY Ally Financial

JP Morgan

$39 $45

Upgrades Neutral Buy X

CNK Cinemark

B. Riley Securities

$16 $27

Upgrades Hold Buy X

COLM Columbia Sportswear

Stifel

$84 $92

Upgrades Neutral Outperform X

DPZ Domino’s Pizza

Robert W. Baird

$530 $580

Downgrades Strong Buy Outperform X

EAT Brinker

Raymond James

$62 $82.50

Upgrades Hold Buy X

ECL Ecolab

Stifel

$233 $283

Upgrades Eq Weight Overweight X

ENLC EnLink Midstream

Wells Fargo

$13 $17

Upgrades Hold Buy X

FTV Fortive

TD Cowen

$75 $90

Upgrades Sec Perform Outperform X

GDS GDS Holdings

RBC Capital Mkts

$13 $14

Reiterated Overweight X

META Meta Platforms

Wells Fargo

$593 $625

Reiterated Buy X

NVDA NVIDIA

UBS

$120 $150

Upgrades Neutral Buy X

PNC PNC

UBS

$165 $179

Upgrades Mkt Perform Outperform X

SCHW Charles Schwab

Keefe Bruyette

$76 $84

Reiterated Overweight X

STZ Constellation Brands

JP Morgan

$291 $320

Reiterated Buy X

STZ Constellation Brands

UBS

$315 $320