Upgrades Mkt Perform Outperform X

ABBV AbbVie

Leerink Partners

$206

Initiated Buy X

ACM Aecom Tech

Goldman

$130

Initiated Equal Weight X

ADI Analog Devices

Wells Fargo

$220

Initiated Overweight X

ALGM Allegro Microsystems

Wells Fargo

$23

Initiated Equal Weight X

AMPH Amphastar Pharmaceuticals

Wells Fargo

$55

Upgrades Mkt Perform Outperform X

ASGN ASGN Incorporated

BMO Capital Markets

$96 $100

Downgrades Buy Neutral X

ATKR Atkore International

B. Riley Securities

$135 $84

Downgrades Buy Neutral X

BERY Berry Global

UBS

$75

Upgrades Neutral Outperform X

BFAM Bright Horizons

Robert W. Baird

$140

Downgrades Overweight Eq Weight X

BIDU Baidu

Barclays

Initiated Neutral X

CARR Carrier Global

Northcoast

Initiated Overweight X

CDNS Cadence Design

Wells Fargo

$350

Initiated Neutral X

CLS Celestica

UBS

$95

Initiated Buy X

CROX Crocs

Needham

$116

Initiated Overweight X

CRS Carpenter Tech

JP Morgan

$220

Initiated Buy X

CSIQ Canadian Solar

Jefferies

$14.15

Downgrades Mkt Perform Underperform X

CYH Community Health

Raymond James

Initiated Neutral X

DAVA Endava

BofA Securities

$29

Reiterated Outperform X

DE Deere

Oppenheimer

$448 $477

Initiated Buy X

DECK Deckers Outdoor

Needham

$218

Downgrades Buy Hold X

DRH Diamondrock Hospitality

Stifel

$10.75 $10.25

Initiated Sell X

EME EMCOR Group

Goldman

$445

Initiated Buy X

EME EMCOR Group

Northcoast

$600

Downgrades Sec Outperform Sec Perform X

ENIC Enel Chile

Scotiabank

Reiterated Outperform X

ESTC Elastic

Oppenheimer

$125 $140

Upgrades Neutral Outperform X

ESTC Elastic

Robert W. Baird

$95 $135

Initiated Outperform X

EWTX Edgewise Therapeutics

Evercore ISI

$45

Initiated Buy X

FIX Comfort Systems

Northcoast

$525

Initiated Buy X

FL Foot Locker

Needham

$27

Upgrades Sec Perform Outperform X

FLS Flowserve

RBC Capital Mkts

$57 $69

Initiated Buy X

GBTG Global Business Travel Group

UBS

$11

Downgrades Buy Underperform X

GRAB Grab

BofA Securities

$4.90

Downgrades Outperform Mkt Perform X

HCA HCA

Raymond James

Initiated Outperform X

JANX Janux Therapeutics

Leerink Partners

$79

Upgrades Neutral Buy X

KC Kingsoft Cloud

Nomura

$2.30 $6.70

Initiated Buy X

KD Kyndryl

BofA Securities

$40

Reiterated Outperform X

KD Kyndryl

Oppenheimer

$33 $37

Initiated Sell X

LII Lennox Int’l

Northcoast

$475

Initiated Outperform X

LTH Life Time

Evercore ISI

$29

Initiated Hold X

LULU lululemon athletica

Needham

Initiated Equal Weight X

MPWR Monolithic Power

Wells Fargo

$610

Initiated Equal Weight X

MXL MaxLinear

Wells Fargo

$14

Initiated Buy X

NKE NIKE

Needham

$84

Upgrades Neutral Buy X

NKSH Natl Bankshares

Janney

Reiterated Buy X

NTAP NetApp

TD Cowen

$145 $160

Initiated Overweight X

NXPI NXP Semi

Wells Fargo

$250

Initiated Overweight X

ON ON Semiconductor

Wells Fargo

$85

Initiated Buy X

ONON On

Needham

$64

Downgrades Hold Reduce X

PANW Palo Alto Networks

HSBC Securities

$304 $291

Reiterated Outperform X

PCOR Procore Technologies

BMO Capital Markets

$71 $85

Downgrades Overweight Neutral X

PDD Pinduoduo

JP Morgan

Upgrades Hold Buy X

PEB Pebblebrook Hotel Trust

Stifel

$15

Initiated Buy X

PMTS CPI Card Group

DA Davidson

$36

Resumed Neutral X

PYPL PayPal

Piper Sandler

$88

Upgrades Sec Weight Overweight X

RBC RBC Bearings

KeyBanc Capital Markets

$375

Initiated Neutral X

ROKU Roku

UBS

$73

Downgrades Mkt Outperform Mkt Perform X

ROOT Root, Inc.

JMP Securities

Downgrades Overweight Neutral X

RUN Sunrun

Piper Sandler

$23 $11

Upgrades Neutral Buy X

SAH Sonic Automotive

Seaport Research Partners

$74

Initiated Hold X

SHOO Steven Madden

Needham

Initiated Hold X

SKX Skechers USA

Needham

Initiated Equal Weight X

SNPS Synopsys

Wells Fargo

$570

Resumed Neutral X

TFSL TFS Financial

Piper Sandler

$15

Downgrades Strong Buy Outperform X

THC Tenet Healthcare

Raymond James

$195

Downgrades Overweight Sec Weight X

TKR Timken

KeyBanc Capital Markets

Downgrades Buy Hold X

TMDX TransMedics Group

Needham

Initiated Buy X

TT Trane

Northcoast

$500

Initiated Equal Weight X

TXN Texas Instruments

Wells Fargo

$215

Initiated Hold X

UAA Under Armour

Needham

Initiated Buy X

UGI UGI Corp

Jefferies

$28

Initiated Sector Perform X

UMBF UMB Financial Corporation

RBC Capital Mkts

$130

Initiated Buy X

VKTX Viking Therapeutics

B. Riley Securities

$109

Initiated Neutral X

WSO Watsco

Northcoast

Upgrades Hold Buy X

XPEV XPeng

China Renaissance

$16.70

Initiated Underweight X

ZGN Zegna Group

Morgan Stanley

$7.20