Upgrades Underweight Eq-Weight X

AA Alcoa

Morgan Stanley

$28.50 $36.50

Resumed Outperform X

BCML BayCom

Hovde Group

$23.50 $24

Upgrades Neutral Buy X

EEFT Euronet

Citigroup

$116 $120

Upgrades Mkt Perform Outperform X

EQR Equity Residential

BMO Capital Markets

$68 $70

Upgrades Hold Buy X

FRT Federal Realty

Deutsche Bank

$109 $110

Upgrades Hold Buy X

NGVT Ingevity

Jefferies

$52 $62

Upgrades Neutral Buy X

PFS Provident Finl

DA Davidson

$15 $20

Upgrades Neutral Buy X

SE Sea Limited

BofA Securities

$62 $70

Upgrades Eq-Weight Overweight X

SE Sea Limited

Morgan Stanley

$65 $70

Reiterated Buy X

ALK Alaska Air

TD Cowen

$49 $58

Reiterated Buy X

BMI Badger Meter

Maxim Group

$190 $207

Upgrades Eq Weight Overweight X

FSLR First Solar

Wells Fargo

$187 $250

Upgrades Neutral Buy X

ICHR ICHOR Corporation

B. Riley Securities

$40 $48

Reiterated Hold X

LBRT Liberty Energy

TD Cowen

$19 $21

Upgrades Neutral Buy X

LRCX Lam Research

B. Riley Securities

$870 $1100

Reiterated Buy X

NFLX Netflix

Pivotal Research Group

$765 $800

Downgrades Strong Buy Outperform X

PSTG Pure Storage

Raymond James

$52 $63

Upgrades Hold Buy X

RSI Rush Street Interactive

Craig Hallum

$7 $8

Upgrades Eq-Weight Overweight X

SHOP Shopify

Morgan Stanley

$74 $85

Reiterated Outperform X

TSCO Tractor Supply

Telsey Advisory Group

$250 $275

Reiterated Buy X

AMD Advanced Micro

TD Cowen

$185 $200

Upgrades Neutral Buy X

B Barnes Group

DA Davidson

$35 $45

Upgrades Underweight Overweight X

EBAY eBay

Morgan Stanley

$35 $62

Reiterated Buy X

LRCX Lam Research

Needham

$900 $1030

Upgrades Neutral Buy X

SIX Six Flags

B. Riley Securities

$30 $31

Upgrades Mkt Perform Outperform X

SLG SL Green Realty

BMO Capital Markets

$56 $58

Reiterated Hold X

TSM Taiwan Semiconductor Manufacturing

TD Cowen

$100 $130

Upgrades Hold Buy X

WLK Westlake Corporation

Deutsche Bank

$138 $174

Reiterated Buy X

AMZN Amazon

Truist

$195 $216

Upgrades Eq-Weight Overweight X

AR Antero Resources

Morgan Stanley

$26 $36

Reiterated Overweight X

AVGO Broadcom

Barclays

$1405 $1500

Upgrades Neutral Buy X

HWC Hancock Whitney

Citigroup

$48 $50

Reiterated Overweight X

MSFT Microsoft

Wells Fargo

$460 $480

Upgrades Eq Weight Overweight X

OMC Omnicom

Wells Fargo

$91 $106

Upgrades Hold Buy X

STRA Strategic Education

Truist

$110 $125

Upgrades Hold Buy X

AMD Advanced Micro

HSBC Securities

$180 $225

Upgrades Neutral Outperform X

CCK Crown

Robert W. Baird

$85 $90

Upgrades Neutral Sec Outperform X

DSGX Descartes

CIBC

$96.50 $101

Reiterated Buy X

ENLC EnLink Midstream

Citigroup

$13 $16

Upgrades Mkt Perform Outperform X

FBK FB Financial

Hovde Group

$40 $40.50

Upgrades Neutral Overweight X

FBK FB Financial

Piper Sandler

$38 $41

Upgrades Eq Weight Overweight X

KR Kroger

Wells Fargo

$58 $65

Downgrades Overweight Eq Weight X

PPC Pilgrim’s Pride

Barclays

$35 $38

Upgrades Neutral Buy X

SNX TD Synnex

UBS

$115 $145

Upgrades Underweight Overweight X

TSN Tyson Foods

Barclays

$53 $69

Upgrades Eq Weight Overweight X

CHDN Churchill Downs

Wells Fargo

$137 $141

Upgrades Neutral Buy X

CPNG Coupang

Citigroup

$19 $26

Downgrades Buy Hold X

CRH CRH Plc.

Stifel

$80 $82

Upgrades Neutral Buy X

CSCO Cisco

BofA Securities

$55 $60

Upgrades Neutral Buy X

FYBR Frontier Communications Parent

Citigroup

$28 $30

Upgrades Neutral Buy X

ITGR Integer Holdings

BofA Securities

$105 $135

Upgrades Neutral Overweight X

LMT Lockheed Martin

JP Morgan

$475 $518

Upgrades Hold Buy X

MASI Masimo

Stifel

$148 $170

Reiterated Buy X

META Meta Platforms

Citigroup

$525 $590

Reiterated Hold X

NFLX Netflix

Deutsche Bank

$525 $550

Upgrades Underweight Neutral X

TGI Triumph Group

JP Morgan

$13 $17

Upgrades Neutral Buy X

DFIN Donnelley Financial

DA Davidson

$60 $72

Upgrades Sell Neutral X

DOCU DocuSign

UBS

$48 $62

Upgrades Neutral Buy X

ECL Ecolab

Mizuho

$216 $260

Reiterated Outperform X

MSFT Microsoft

BMO Capital Markets

$455 $465

Reiterated Overweight X

NFLX Netflix

Morgan Stanley

$600 $700

Reiterated Neutral X

NFLX Netflix

Piper Sandler

$550 $600

Reiterated Buy X

RVMD Revolution Medicines

Needham

$36 $46

Downgrades Buy Hold X

TIL Instil Bio

Jefferies

$5 $11

Upgrades Hold Buy X

ALB Albemarle

Berenberg

$130 $160

Upgrades Eq Weight Overweight X

ASH Ashland

Wells Fargo

$100 $112

Upgrades Neutral Buy X

DASH DoorDash

MoffettNathanson

$118 $164

Resumed Overweight X

DIS Walt Disney

JP Morgan

$120 $140

Upgrades Neutral Buy X

HCC Warrior Met Coal

Citigroup

$60 $75

Downgrades Neutral Sell X

HOOD Robinhood Markets

Citigroup

$13 $16

Upgrades Neutral Buy X

IT Gartner

UBS

$484 $550

Reiterated Overweight X

META Meta Platforms

Piper Sandler

$525 $600

Reiterated Overweight X

MSFT Microsoft

Morgan Stanley

$465 $520

Upgrades Neutral Buy X

NKE NIKE

BofA Securities

$110 $113

Reiterated Strong Buy X

NVDA NVIDIA

Raymond James

$850 $1100

Upgrades Eq Weight Overweight X

PPG PPG Industries

Wells Fargo

$150 $163

Upgrades Neutral Overweight X

STEP StepStone Group

JP Morgan

$40 $49

Upgrades Underperform Mkt Perform X

TROW T. Rowe Price

Keefe Bruyette

$106 $120

Upgrades Neutral Buy X

ALB Albemarle

BofA Securities

$137 $156

Reiterated Buy X

AXON Axon

Needham

$315 $400

Upgrades Neutral Buy X

CNI Canadian Nat’l Rail

BofA Securities

$140 $145

Reiterated Underperform X

COIN Coinbase Global

BofA Securities

$92 $110

Upgrades Underperform Mkt Perform X

EQT EQT Corp.

Bernstein

$27 $34

Upgrades Hold Buy X

FCFS FirstCash

TD Cowen

$130 $145

Upgrades Neutral Buy X

IFF Intl Flavors

Citigroup

$81 $100

Upgrades Underperform Neutral X

KAR OPENLANE

BofA Securities

$16 $20

Downgrades Buy Neutral X

LIN Linde plc

Citigroup

$475 $500

Reiterated Overweight X

NVDA NVIDIA

Morgan Stanley

$795 $1000

Upgrades Outperform Strong Buy X

RVMD Revolution Medicines

Raymond James

$36 $48

Reiterated Buy X

SQ Block

Mizuho

$99 $106

Reiterated Buy X

TSM Taiwan Semiconductor Manufacturing

Needham

$133 $168

Upgrades Underweight Neutral X

UDR UDR

Piper Sandler

$34 $40

Upgrades Eq Weight Overweight X

VC Visteon

Barclays

$140 $145

Upgrades Neutral Buy X

ALLY Ally Financial

BofA Securities

$42 $46

Downgrades Overweight Eq Weight X

AXP American Express

Barclays

$220 $221

Upgrades Underperform Outperform X

CC Chemours

BMO Capital Markets

$19 $34

Upgrades Eq Weight Overweight X

DLR Digital Realty Trust

Wells Fargo

$135 $155

Upgrades Sec Perform Outperform X

FHN First Horizon

RBC Capital Mkts

$16 $18

Upgrades Hold Buy X

GE GE Aerospace

TD Cowen

$175 $180

Upgrades Eq-Weight Overweight X

LPLA LPL Financial

Morgan Stanley

$254 $315

Upgrades Eq-Weight Overweight X

NDAQ NASDAQ

Morgan Stanley

$59 $80

Upgrades Mkt Perform Outperform X

PFSI PennyMac

Keefe Bruyette

$100 $105

Upgrades Neutral Buy X

TAP Molson Coors Brewing

Goldman

$66 $75

Upgrades Neutral Buy X

BJ BJ’s Wholesale

Goldman

$81 $87

Upgrades Neutral Overweight X

BRP BRP Group

JP Morgan

$27 $33

Reiterated Underweight X

COIN Coinbase Global

Barclays

$146 $179

Reiterated Buy X

DKS Dick’s Sporting Goods

Gordon Haskett

$190 $260

Reiterated Buy X

GBX Greenbrier

TD Cowen

$53 $60

Reiterated Neutral X

GLW Corning

UBS

$34 $35

Reiterated Outperform X

GOOG Alphabet

Oppenheimer

$172 $185

Upgrades Neutral Buy X

HBAN Huntington Banc

BofA Securities

$14 $16

Upgrades Hold Buy X

HBAN Huntington Banc

Jefferies

$14 $16

Reiterated Outperform X

META Meta Platforms

Oppenheimer

$525 $585

Reiterated Overweight X

MU Micron

KeyBanc Capital Markets

$135 $150

Reiterated Overweight X

NVDA NVIDIA

KeyBanc Capital Markets

$1100 $1200

Downgrades Overweight Neutral X

PLMR Palomar Holdings

JP Morgan

$79 $85

Reiterated Overweight X

PVH PVH

JP Morgan

$146 $157

Upgrades Neutral Positive X

RIG Transocean

Susquehanna

$5.50 $9

Upgrades Hold Buy X

SEE Sealed Air

Truist

$39 $44

Reiterated Overweight X

SPOT Spotify

JP Morgan

$280 $320

Upgrades Hold Buy X

SQM Sociedad Quimica y Minera

Jefferies

$52 $62.80

Upgrades Sell Hold X

TROW T. Rowe Price

TD Cowen

$92 $114

Upgrades Neutral Buy X

TTWO Take-Two

Citigroup

$170 $200

Reiterated Buy X

VLO Valero Energy

TD Cowen

$175 $190

Reiterated Outperform X

AYI Acuity Brands

Oppenheimer

$250 $315

Downgrades Buy Neutral X

BAC Bank of America

UBS

$39 $40

Downgrades Overweight Eq Weight X

BALL Ball Corp

Barclays

$66 $71

Downgrades Neutral Sell X

BV BrightView

Goldman

$8 $10

Reiterated In-line X

C Citigroup

Evercore ISI

$58 $60

Upgrades Sell Neutral X

CAR Avis Budget

Goldman

$118 $130

Downgrades Neutral Underweight X

CE Celanese

JP Morgan

$135 $160

Reiterated Buy X

CMG Chipotle Mexican Grill

Argus

$3265 $3366

Reiterated Outperform X

COIN Coinbase Global

Oppenheimer

$200 $276

Resumed Buy X

CYRX Cryoport

Jefferies

$17 $21

Upgrades Neutral Buy X

ES Eversource Energy

UBS

$62 $67

Reiterated Outperform X

LEVI Levi Strauss

Telsey Advisory Group

$22 $24

Reiterated Buy X

META Meta Platforms

Jefferies

$550 $585

Downgrades Outperform Mkt Perform X

MTG MGIC Investment

Keefe Bruyette

$23.50 $24

Downgrades Overweight Neutral X

PLAY Dave & Buster’s

Piper Sandler

$50 $71

Reiterated Market Perform X

SIG Signet Jewelers

Telsey Advisory Group

$100 $110

Upgrades Underperform Outperform X

SYF Synchrony Financial

Wolfe Research

$36 $50

Reiterated Buy X

TGT Target

Gordon Haskett

$200 $220

Upgrades In-line Outperform X

W Wayfair

Evercore ISI

$65 $80

Upgrades Eq-Weight Overweight X

ZETA Zeta Global

Morgan Stanley

$12 $17

Downgrades Neutral Underweight X

ALLY Ally Financial

JP Morgan

$37 $39

Reiterated Mkt Perform X

COIN Coinbase Global

Keefe Bruyette

$160 $230

Downgrades Overweight Neutral X

ESNT Essent Group

JP Morgan

$58 $61

Upgrades Neutral Buy X

HOLX Hologic

Citigroup

$80 $95

Upgrades Eq Weight Overweight X

ARRY Array Tech

Barclays

$15 $18

Upgrades Neutral Buy X

EL Estee Lauder

Citigroup

$160 $175

Upgrades Underweight Eq Weight X

ETN Eaton

Barclays

$250 $300

Reiterated Overweight X

HQY HealthEquity

JP Morgan

$86 $108

Upgrades Eq Weight Overweight X

MCO Moody’s

Barclays

$375 $450

Downgrades Overweight Eq Weight X

NXT Nextracker

Barclays

$55 $63

Reiterated Outperform X

OMC Omnicom

Macquarie

$100 $110

Upgrades Neutral Buy X

OWL Blue Owl Capital

UBS

$18 $22

Reiterated Buy X

ZVRA Zevra Therapeutics

Maxim Group

$12 $18

Downgrades Outperform Mkt Perform X

AGO Assured Guaranty

Keefe Bruyette

$75 $92

Upgrades Eq-Weight Overweight X

CBNK Capital Bancorp

Stephens

$25 $28

Reiterated Buy X

CELH Celsius

Maxim Group

$100 $110

Upgrades Underperform Buy X

DOC Healthpeak Properties

BofA Securities

$18 $25

Upgrades Eq Weight Overweight X

DVN Devon Energy

Wells Fargo

$46 $59

Upgrades Neutral Buy X

ESS Essex Property

BofA Securities

$250 $275

Reiterated Market Perform X

HD Home Depot

Telsey Advisory Group

$335 $360

Upgrades Mkt Perform Outperform X

NUVL Nuvalent

Leerink Partners

$69 $110

Reiterated Market Perform X

OXM Oxford Industries

Telsey Advisory Group

$102 $110

Reiterated Outperform X

SG Sweetgreen

Oppenheimer

$17 $34

Reiterated Buy X

SMTC Semtech

Craig Hallum

$30 $36

Upgrades Underperform Neutral X

TRU TransUnion

BofA Securities

$65 $90

Reiterated Buy X

XOM Exxon Mobil

TD Cowen

$115 $120