Reiterated Market Perform X

AA Alcoa

Cowen

$51 $67

Downgrades Outperform Mkt Perform X

AAL American Airlines

Cowen

Reiterated Outperform X

AAL American Airlines

Cowen

$42 $41

Reiterated Outperform X

AAL American Airlines

Cowen

$43 $42

Reiterated Outperform X

AAL American Airlines

Cowen

$48 $46

Reiterated Outperform X

AAL American Airlines

Cowen

$55 $48

Reiterated Outperform X

AAL American Airlines

Cowen

$60 $55

Reiterated Outperform X

AAPL Apple

Cowen

$133 $153

Reiterated Outperform X

AAPL Apple

Cowen

$245 $220

Initiated Outperform X

AAPL Apple

Cowen

$220

Reiterated Outperform X

AAWW Atlas Air Worldwide

Cowen

$68 $50

Reiterated Outperform X

AAWW Atlas Air Worldwide

Cowen

$70 $68

Initiated Outperform X

ABCL AbCellera Biologics

Cowen

Reiterated Outperform X

ABNB Airbnb

Cowen

$135 $145

Initiated Outperform X

ACRV Acrivon Therapeutics

Cowen

Reiterated Outperform X

ADBE Adobe

Cowen

$600 $650

Downgrades Outperform Mkt Perform X

ADBE Adobe Systems

Cowen

$280

Reiterated Outperform X

ADI Analog Devices

Cowen

$190 $200

Initiated Outperform X

ADI Analog Devices

Cowen

$180

Resumed Outperform X

ADPT Adaptive Biotechnologies

Cowen

Initiated Outperform X

ADPT Adaptive Biotechnologies

Cowen

Downgrades Outperform Mkt Perform X

ADTH AdTheorent

Cowen

$4 $2.50

Reiterated Outperform X

AEIS Advanced Energy

Cowen

$58 $60

Reiterated Outperform X

AEIS Advanced Energy

Cowen

$76 $58

Downgrades Outperform Mkt Perform X

AEO American Eagle

Cowen

$25 $13

Upgrades Mkt Perform Outperform X

AEO American Eagle

Cowen

$31

Reiterated Outperform X

AER AerCap

Cowen

$54 $75

Reiterated Outperform X

AER AerCap

Cowen

$56 $60

Reiterated Outperform X

AER AerCap

Cowen

$58 $60

Downgrades Outperform Mkt Perform X

AIRG Airgain

Cowen

$18 $14

Reiterated Outperform X

AIRG Airgain

Cowen

$21 $28

Reiterated Outperform X

AIRG Airgain

Cowen

$16 $14

Reiterated Outperform X

AIRG Airgain

Cowen

$12 $16

Downgrades Outperform Mkt Perform X

AKA a.k.a. Brands

Cowen

$10 $2.20

Initiated Outperform X

AKLI Akili Inc.

Cowen

Reiterated Market Perform X

AKS AK Steel

Cowen

$1.90 $2.40

Initiated Market Perform X

AKS AK Steel

Cowen

$2.50

Reiterated Market Perform X

AKS AK Steel

Cowen

$5 $4.50

Reiterated Outperform X

AL Air Lease

Cowen

$50 $49

Initiated Outperform X

ALB Albemarle

Cowen

$180

Initiated Outperform X

ALGM Allegro Microsystems

Cowen

$30

Downgrades Outperform Mkt Perform X

ALGT Allegiant Travel

Cowen

$80

Upgrades Mkt Perform Outperform X

ALGT Allegiant Travel

Cowen

$214

Reiterated Market Perform X

ALGT Allegiant Travel

Cowen

$130 $147

Reiterated Market Perform X

ALGT Allegiant Travel

Cowen

$142 $132

Reiterated Market Perform X

ALGT Allegiant Travel

Cowen

$166 $142

Reiterated Outperform X

ALK Alaska Air

Cowen

$80 $84

Downgrades Outperform Mkt Perform X

ALLK Allakos

Cowen

Initiated Outperform X

ALLK Allakos

Cowen

Initiated Outperform X

ALLO Allogene

Cowen

Initiated Outperform X

ALLO Allogene

Cowen

Reiterated Outperform X

AMAT Applied Materials

Cowen

$160 $140

Reiterated Outperform X

AMAT Applied Materials

Cowen

$175 $190

Reiterated Outperform X

AMAT Applied Materials

Cowen

$140 $160

Reiterated Outperform X

AMAT Applied Materials

Cowen

$120 $140

Reiterated Outperform X

AMAT Applied Materials

Cowen

$53 $55

Reiterated Outperform X

AMAT Applied Materials

Cowen

$47 $53

Reiterated Outperform X

AMAT Applied Materials

Cowen

$62 $47

Upgrades Mkt Perform Outperform X

AMAT Applied Materials

Cowen

$60 $62

Reiterated Outperform X

AMBA Ambarella

Cowen

$100 $90

Reiterated Outperform X

AMBA Ambarella

Cowen

$65 $54

Initiated Outperform X

AMBA Ambarella

Cowen

Reiterated Outperform X

AMD Advanced Micro

Cowen

$150 $160

Reiterated Outperform X

AMD Advanced Micro

Cowen

$120 $145

Reiterated Outperform X

AMD Advanced Micro

Cowen

$110 $120

Reiterated Outperform X

AMD Advanced Micro

Cowen

$100 $110

Reiterated Outperform X

AMD Advanced Micro

Cowen

$40 $42

Reiterated Outperform X

AMD Advanced Micro

Cowen

$36 $40

Reiterated Outperform X

AMD Advanced Micro

Cowen

$33 $36

Reiterated Outperform X

AMD Advanced Micro

Cowen

$28 $33

Reiterated Outperform X

AMD Advanced Micro

Cowen

$26 $28

Reiterated Outperform X

AMD Advanced Micro

Cowen

$33 $26

Reiterated Outperform X

AMD Advanced Micro

Cowen

$30 $33

Reiterated Outperform X

AMD Advanced Micro

Cowen

$25 $30

Reiterated Outperform X

AMD Advanced Micro

Cowen

Reiterated Outperform X

AMD Advanced Micro

Cowen

$18 $21

Initiated Outperform X

AMD Advanced Micro

Cowen

Initiated Outperform X

AMR Alpha Metallurgical Resources

Cowen

$215

Resumed Outperform X

AMRS Amyris

Cowen

$19

Upgrades Mkt Perform Outperform X

AMRS Amyris

Cowen

$9

Reiterated Outperform X

AMZN Amazon

Cowen

$195 $150

Reiterated Outperform X

AMZN Amazon

Cowen

$215 $210

Reiterated Outperform X

AMZN Amazon

Cowen

$4300 $4500

Reiterated Outperform X

AMZN Amazon

Cowen

$4600 $4400

Reiterated Outperform X

AMZN Amazon

Cowen

$4350 $4400

Reiterated Outperform X

AMZN Amazon

Cowen

$2400 $2500

Initiated Outperform X

ANGN Angion Biomedica

Cowen

Initiated Outperform X

ANTX AN2 Therapeutics

Cowen

Initiated Market Perform X

APA Apache

Cowen

Downgrades Outperform Mkt Perform X

APC Anadarko Petroleum

Cowen

$71 $72

Initiated Outperform X

APC Anadarko Petroleum

Cowen

Reiterated Outperform X

APD Air Products

Cowen

$340 $360

Initiated Outperform X

APD Air Products

Cowen

$340

Initiated Outperform X

APEN Apollo Endosurgery

Cowen

$13

Downgrades Outperform Mkt Perform X

APH Amphenol

Cowen

$80

Initiated Outperform X

APLT Applied Therapeutics

Cowen

Initiated Outperform X

APPH AppHarvest

Cowen

$42

Reiterated Market Perform X

APY Apergy

Cowen

$37 $39

Initiated Market Perform X

APY Apergy

Cowen

$38

Reiterated Outperform X

ARCB ArcBest

Cowen

$72 $88

Reiterated Outperform X

ARCB ArcBest

Cowen

$46 $55

Upgrades Mkt Perform Outperform X

ARCB ArcBest

Cowen

$40

Reiterated Market Perform X

ARCB Arkansas Best

Cowen

$41 $46

Reiterated Market Perform X

ARCB Arkansas Best

Cowen

$39 $41

Reiterated Market Perform X

ARCB Arkansas Best

Cowen

$33 $39

Reiterated Market Perform X

ARRY Array Tech

Cowen

$45.50 $24

Initiated Outperform X

ARVN Arvinas

Cowen

Downgrades Outperform Mkt Perform X

ASIX AdvanSix

Cowen

$33 $33

Reiterated Outperform X

ASIX AdvanSix

Cowen

$40 $35

Reiterated Outperform X

ASIX AdvanSix

Cowen

$47 $41

Initiated Market Perform X

ASLE AerSale

Cowen

$16

Upgrades Mkt Perform Outperform X

ASML ASML

Cowen

Initiated Market Perform X

ASND Ascendis Pharma

Cowen

$136

Initiated Outperform X

ASO Academy Sports + Outdoors

Cowen

$72

Initiated Outperform X

ASPN Aspen Aerogels

Cowen

$8

Resumed Outperform X

ASUR Asure Software

Cowen

$11 $12

Reiterated Market Perform X

ASX ASE Technology

Cowen

$31 $30

Initiated Outperform X

ATAI ATA Inc

Cowen

Upgrades Mkt Perform Outperform X

ATI Allegheny Tech

Cowen

$22 $23

Reiterated Outperform X

ATSG Air Transport Services Group

Cowen

$30 $28

Downgrades Outperform Mkt Perform X

AVDR Avedro

Cowen

$25 $27

Reiterated Market Perform X

AVGO Broadcom

Cowen

$540 $555

Reiterated Market Perform X

AVGO Broadcom

Cowen

$500 $615

Reiterated Market Perform X

AVGO Broadcom

Cowen

$415 $470

Reiterated Market Perform X

AVGO Broadcom

Cowen

$280 $265

Downgrades Outperform Mkt Perform X

AVGO Broadcom

Cowen

$280

Reiterated Outperform X

AVGO Broadcom

Cowen

$255 $280

Reiterated Outperform X

AVGO Broadcom

Cowen

$245 $255

Reiterated Outperform X

AVGO Broadcom

Cowen

$300 $245

Initiated Outperform X

AVGO Broadcom

Cowen

Downgrades Outperform Mkt Perform X

AVTR Avantor

Cowen

$39 $28

Resumed Outperform X

AVTR Avantor

Cowen

$62 $47

Initiated Outperform X

AVTR Avantor

Cowen

$21

Downgrades Outperform Mkt Perform X

AVYA Avaya Holdings

Cowen

$26 $6

Reiterated Outperform X

AYI Acuity Brands

Cowen

$133 $181

Reiterated Outperform X

AYR Aircastle

Cowen

$26 $25

Upgrades Mkt Perform Outperform X

AYR Aircastle

Cowen

$24 $26

Reiterated Market Perform X

AYR Aircastle

Cowen

$26 $24

Upgrades Mkt Perform Outperform X

BA Boeing

Cowen

$240 $290

Upgrades Mkt Perform Outperform X

BALY Bally’s Corporation

Cowen

$75

Initiated Outperform X

BBIO BridgeBio Pharma

Cowen

Upgrades Mkt Perform Outperform X

BBWI Bath & Body Works

Cowen

$82

Initiated Outperform X

BCEL Atreca

Cowen

Initiated Outperform X

BCRX BioCryst Pharma

Cowen

$16

Initiated Outperform X

BCYC Bicycle Therapeutics

Cowen

Initiated Market Perform X

BEEM Beam Global

Cowen

$33

Reiterated Outperform X

BHGE Baker Hughes

Cowen

$34 $32

Reiterated Outperform X

BHGE Baker Hughes

Cowen

$50 $40

Reiterated Market Perform X

BHP BHP Billiton

Cowen

$51 $50

Reiterated Outperform X

BKNG Booking Holdings

Cowen

$2160 $2300

Reiterated Outperform X

BKR Baker Hughes

Cowen

$33 $35

Reiterated Outperform X

BKR Baker Hughes

Cowen

$29 $32

Initiated Outperform X

BLCO Bausch + Lomb

Cowen

$35

Resumed Outperform X

BLFS BioLife Solutions

Cowen

$64

Resumed Outperform X

BLI Berkeley Lights

Cowen

Downgrades Outperform Mkt Perform X

BLNK Blink Charging

Cowen

$41 $40

Initiated Outperform X

BLNK Blink Charging

Cowen

$38

Initiated Outperform X

BMBL Bumble Inc.

Cowen

$70

Initiated Market Perform X

BNTX BioNTech

Cowen

$177

Initiated Sell X

BOLD Audentes Therapeutics

Cowen

$20

Initiated Outperform X

BRBR BellRing Brands

Cowen

$31

Resumed Market Perform X

BRKR Bruker

Cowen

$68

Initiated Outperform X

BTMD biote Corp.

Cowen

$11

Initiated Outperform X

BTRS BTRS Holdings

Cowen

$17

Downgrades Outperform Mkt Perform X

BURL Burlington Stores

Cowen

$175

Downgrades Outperform Mkt Perform X

BZFD BuzzFeed

Cowen

$3 $2

Reiterated Outperform X

CAI CAI Intl

Cowen

$28 $24

Reiterated Outperform X

CAI CAI Intl

Cowen

$40 $30

Reiterated Outperform X

CAI CAI Intl

Cowen

$46 $40

Downgrades Outperform Mkt Perform X

CANO Cano Health

Cowen

$10 $3

Initiated Market Perform X

CARG CarGurus

Cowen

$42

Upgrades Mkt Perform Outperform X

CARR Carrier Global

Cowen

$40 $43

Reiterated Outperform X

CAT Caterpillar

Cowen

$240 $264

Initiated Outperform X

CAT Caterpillar

Cowen

$241

Initiated Market Perform X

CBLK Carbon Black

Cowen

$18

Initiated Outperform X

CDEV Centennial Resource Development

Cowen

Reiterated Market Perform X

CE Celanese

Cowen

$105 $110

Downgrades Outperform Mkt Perform X

CE Celanese

Cowen

$122 $108

Reiterated Outperform X

CE Celanese

Cowen

$125 $130

Reiterated Outperform X

CE Celanese

Cowen

$120 $125

Initiated Outperform X

CELC Celcuity

Cowen

Reiterated Outperform X

CENX Century Aluminum

Cowen

$25 $19

Reiterated Outperform X

CENX Century Aluminum

Cowen

$30 $25

Upgrades Mkt Perform Outperform X

CENX Century Aluminum

Cowen

$23 $30

Reiterated Outperform X

CEVA Ceva

Cowen

$88 $70

Reiterated Outperform X

CEVA Ceva

Cowen

$62 $88

Reiterated Outperform X

CEVA Ceva

Cowen

$29 $35

Reiterated Outperform X

CEVA Ceva

Cowen

$33 $29

Reiterated Outperform X

CEVA Ceva

Cowen

$35 $33

Initiated Outperform X

CEVA Ceva

Cowen

Reiterated Outperform X

CF CF Industries

Cowen

$56 $54

Reiterated Outperform X

CF CF Industries

Cowen

$62 $56

Reiterated Outperform X

CF CF Industries

Cowen

$68 $62

Reiterated Outperform X

CF CF Industries

Cowen

$60 $68

Reiterated Market Perform X

CF CF Industries

Cowen

$33 $40

Downgrades Outperform Mkt Perform X

CGC Canopy Growth

Cowen

Downgrades Outperform Mkt Perform X

CGNX Cognex

Cowen

$55 $50

Initiated Outperform X

CHKP Check Point Software

Cowen

$140

Initiated Market Perform X

CHKP Check Point Software

Cowen

$120

Initiated Outperform X

CHNG Change Healthcare

Cowen

$17

Initiated Outperform X

CHPT ChargePoint

Cowen

$43

Downgrades Outperform Mkt Perform X

CHRW C.H. Robinson

Cowen

$106 $91

Reiterated Outperform X

CHRW C.H. Robinson

Cowen

$110 $109

Reiterated Outperform X

CHRW C.H. Robinson

Cowen

$102 $110

Reiterated Outperform X

CHRW C.H. Robinson

Cowen

$99 $106

Reiterated Outperform X

CHRW C.H. Robinson

Cowen

$88 $103

Reiterated Outperform X

CHX ChampionX

Cowen

$22 $26

Upgrades Mkt Perform Outperform X

CI Cigna

Cowen

$242 $329

Reiterated Market Perform X

CLB Core Labs

Cowen

$100 $90

Reiterated Market Perform X

CLF Cleveland-Cliffs

Cowen

$8.50 $11

Initiated Market Perform X

CLF Cleveland-Cliffs

Cowen

$8.50

Initiated Outperform X

CLFD Clearfield

Cowen

$141

Initiated Market Perform X

CLNE Clean Energy Fuels

Cowen

$14

Initiated Outperform X

CLNY Colony Capital

Cowen

$6.25

Upgrades Underperform Mkt Perform X

CLOV Clover Health

Cowen

$7 $3

Initiated Market Perform X

CLR Continental Resources

Cowen

Reiterated Market Perform X

CMC Commercial Metals

Cowen

$17 $18.50

Initiated Market Perform X

CMC Commercial Metals

Cowen

$17

Upgrades Mkt Perform Outperform X

CMCSA Comcast

Cowen

$56 $60

Reiterated Market Perform X

CMG Chipotle Mexican Grill

Cowen

$640 $660

Upgrades Mkt Perform Outperform X

CMI Cummins

Cowen

$284

Reiterated Market Perform X

CMI Cummins

Cowen

$239 $243

Resumed Outperform X

CMRX Chimerix

Cowen

$10 $18

Downgrades Outperform Mkt Perform X

CNI Canadian Nat’l Rail

Cowen

$116 $107

Reiterated Outperform X

CNI Canadian Nat’l Rail

Cowen

$98 $96

Reiterated Outperform X

CNI Canadian Natl Rail

Cowen

$86 $87

Reiterated Outperform X

CNI Canadian Natl Rail

Cowen

$90 $86

Downgrades Outperform Mkt Perform X

CNST Constellation Pharmaceuticals

Cowen

Downgrades Outperform Mkt Perform X

COIN Coinbase Global

Cowen

$36

Initiated Outperform X

COIN Coinbase Global

Cowen

$85

Downgrades Outperform Mkt Perform X

CONE CyrusOne

Cowen

$80

Upgrades Mkt Perform Outperform X

COR CoreSite Realty

Cowen

$132 $152

Initiated Outperform X

CORZ Core Scientific

Cowen

$3.10

Upgrades Mkt Perform Outperform X

CPA Copa Holdings

Cowen

$98

Reiterated Market Perform X

CPA Copa Holdings

Cowen

$85 $93

Reiterated Outperform X

CP Canadian Pacific

Cowen

$225 $236

Reiterated Market Perform X

CPA Copa Holdings

Cowen

$100 $90

Reiterated Market Perform X

CPA Copa Holdings

Cowen

$130 $100

Reiterated Market Perform X

CPA Copa Holdings

Cowen

$140 $130

Reiterated Outperform X

CP Canadian Pacific

Cowen

$207 $209

Reiterated Market Perform X

CPA Copa Holdings

Cowen

$137 $140

Resumed Outperform X

CPE Callon Petroleum

Cowen

Downgrades Outperform Mkt Perform X

CPRI Capri Holdings

Cowen

$70 $55

Downgrades Outperform Mkt Perform X

CRDO Credo Technology Group

Cowen

$18 $11

Upgrades Mkt Perform Outperform X

CREE Cree

Cowen

$90 $150

Downgrades Outperform Mkt Perform X

CRM Salesforce

Cowen

Upgrades Mkt Perform Outperform X

CRS Carpenter Tech

Cowen

$45

Initiated Market Perform X

CRSP CRISPR Therapeutics

Cowen

Reiterated Market Perform X

CRUS Cirrus Logic

Cowen

$48 $56

Reiterated Market Perform X

CRUS Cirrus Logic

Cowen

$38 $48

Reiterated Market Perform X

CRUS Cirrus Logic

Cowen

$44 $42

Reiterated Market Perform X

CRUS Cirrus Logic

Cowen

$40 $44

Initiated Market Perform X

CRUS Cirrus Logic

Cowen

Initiated Outperform X

CRWD CrowdStrike

Cowen

$250

Reiterated Market Perform X

CSX CSX

Cowen

$35 $38

Reiterated Market Perform X

CSX CSX

Cowen

$84 $91

Reiterated Market Perform X

CSX CSX

Cowen

$80 $78

Reiterated Market Perform X

CSX CSX

Cowen

$77 $74

Reiterated Market Perform X

CSX CSX

Cowen

$74 $77

Reiterated Outperform X

CSX CSX

Cowen

$62 $66

Reiterated Outperform X

CSX CSX

Cowen

$61 $62

Initiated Outperform X

CTIC CTI BioPharma

Cowen

$10

Downgrades Outperform Mkt Perform X

CTS CTS Corp

Cowen

$40 $34

Initiated Outperform X

CTS CTS Corp

Cowen

$34

Downgrades Outperform Mkt Perform X

CURV Torrid

Cowen

$11 $7

Downgrades Outperform Mkt Perform X

CVLG Covenant Logistics

Cowen

$40 $21

Reiterated Outperform X

CVLG Covenant Logistics

Cowen

$32 $40

Reiterated Outperform X

CVLG Covenant Logistics

Cowen

$25 $30

Downgrades Outperform Mkt Perform X

CVNA Carvana

Cowen

$10

Reiterated Outperform X

CVNA Carvana

Cowen

$81 $85

Initiated Outperform X

CVNA Carvana

Cowen

$81

Downgrades Outperform Mkt Perform X

CVRS Corindus Vascular Robotics

Cowen

Reiterated Outperform X

CVTI Covenant Transport

Cowen

$24 $21

Upgrades Mkt Perform Outperform X

CVTI Covenant Transport

Cowen

$24 $23

Reiterated Market Perform X

CVTI Covenant Transport

Cowen

$27 $23

Reiterated Market Perform X

CVTI Covenant Transport

Cowen

$36 $32

Reiterated Market Perform X

CVTI Covenant Transport

Cowen

$32 $35

Reiterated Market Perform X

CVTI Covenant Transport

Cowen

$25.50 $30

Reiterated Outperform X

CVX Chevron

Cowen

$111 $113

Reiterated Outperform X

CVX Chevron

Cowen

$160 $140

Initiated Outperform X

CXO Concho Resources

Cowen

Reiterated Outperform X

CY Cypress Semi

Cowen

$21 $18

Initiated Outperform X

CY Cypress Semi

Cowen

$21

Initiated Outperform X

CYBR CyberArk

Cowen

$195

Reiterated Outperform X

CYRX CryoPort

Cowen

$11 $16

Upgrades Mkt Perform Outperform X

DAL Delta Air Lines

Cowen

$54

Reiterated Market Perform X

DAL Delta Air Lines

Cowen

$44 $53

Downgrades Outperform Mkt Perform X

DAL Delta Air Lines

Cowen

$44

Reiterated Outperform X

DAL Delta Air Lines

Cowen

$67 $69

Reiterated Outperform X

DAL Delta Air Lines

Cowen

$62 $67

Reiterated Outperform X

DAL Delta Air Lines

Cowen

$67

Initiated Market Perform X

DAR Darling Ingredients

Cowen

$80

Initiated Outperform X

DCPH Deciphera Pharmaceuticals

Cowen

$25

Initiated Outperform X

DD DuPont

Cowen

$83

Initiated Market Perform X

DE Deere

Cowen

$396

Reiterated Outperform X

DECK Deckers Outdoor

Cowen

$478 $358

Reiterated Outperform X

DECK Deckers Outdoor

Cowen

$495 $517

Reiterated Market Perform X

DELL Dell

Cowen

$73 $79

Resumed Outperform X

DHR Danaher

Cowen

$350

Upgrades Mkt Perform Outperform X

DINO HF Sinclair

Cowen

$38 $52

Reiterated Outperform X

DIOD Diodes

Cowen

$95 $100

Reiterated Outperform X

DIOD Diodes

Cowen

$90 $95

Upgrades Mkt Perform Outperform X

DKNG DraftKings

Cowen

$70

Reiterated Outperform X

DKS Dick’s Sporting Goods

Cowen

$132 $147

Downgrades Outperform Mkt Perform X

DLR Digital Realty Trust

Cowen

Resumed Outperform X

DMTK DermTech

Cowen

$50

Initiated Outperform X

DNLI Denali Therapeutics

Cowen

Reiterated Outperform X

DNOW Now

Cowen

$10 $13

Reiterated Market Perform X

DNOW Now

Cowen

$11 $10

Reiterated Market Perform X

DNOW Now

Cowen

$12 $15

Reiterated Market Perform X

DNOW Now

Cowen

$9 $11

Reiterated Market Perform X

DNOW Now

Cowen

$10 $9

Initiated Outperform X

DOMO Domo

Cowen

Initiated Market Perform X

DOW Dow

Cowen

$57 $55

Downgrades Outperform Mkt Perform X

DPZ Domino’s Pizza

Cowen

$480 $390

Upgrades Mkt Perform Outperform X

DRI Darden Restaurants

Cowen

$137 $164

Initiated Outperform X

DRIO DarioHealth

Cowen

$31

Reiterated Market Perform X

DRQ Dril-Quip

Cowen

$39 $44

Reiterated Outperform X

DSPG DSP Group

Cowen

$19 $22

Reiterated Outperform X

DSPG DSP Group

Cowen

$15 $17

Initiated Outperform X

DSPG DSP Group

Cowen

Initiated Market Perform X

DVN Devon Energy

Cowen

Downgrades Outperform Mkt Perform X

DWDP DowDuPont

Cowen

$78 $59

Upgrades Mkt Perform Outperform X

DXC DXC Technology

Cowen

Resumed Outperform X

DXCM Dexcom

Cowen

$540 $525

Initiated Outperform X

DZSI DZS Inc.

Cowen

$25

Upgrades Mkt Perform Outperform X

EA Electronic Arts

Cowen

Initiated Market Perform X

ECA Encana

Cowen

Reiterated Outperform X

ECHO Echo Global Logistics

Cowen

$37 $40

Reiterated Outperform X

ECHO Echo Global Logistics

Cowen

$33 $30

Reiterated Outperform X

ECHO Echo Global Logistics

Cowen

$42 $40

Reiterated Outperform X

ECHO Echo Global Logistics

Cowen

$40 $42

Reiterated Outperform X

ECHO Echo Global Logistics

Cowen

$35 $40

Reiterated Outperform X

ECHO Echo Global Logistics

Cowen

$34 $35

Reiterated Outperform X

ECHO Echo Global Logistics

Cowen

$23 $34

Downgrades Outperform Mkt Perform X

EGIO Edgio

Cowen

$5.75 $2.50

Downgrades Outperform Mkt Perform X

ELF e.l.f. Beauty

Cowen

$36

Downgrades Outperform Mkt Perform X

ELY Callaway Golf

Cowen

$28

Initiated Outperform X

EMKR Emcore

Cowen

$16

Reiterated Market Perform X

EMN Eastman Chemical

Cowen

$83 $77

Reiterated Market Perform X

EMN Eastman Chemical

Cowen

$88 $84

Downgrades Outperform Mkt Perform X

EMN Eastman Chemical

Cowen

$94 $88

Reiterated Outperform X

EMN Eastman Chemical

Cowen

$115 $100

Reiterated Outperform X

EMN Eastman Chemical

Cowen

$106 $115

Reiterated Outperform X

ENPH Enphase Energy

Cowen

$225 $265

Reiterated Outperform X

ENPH Enphase Energy

Cowen

$215 $200

Downgrades Outperform Mkt Perform X

EPAM EPAM Systems

Cowen

$390 $370

Downgrades Outperform Mkt Perform X

EPZM Epizyme

Cowen

$1.50

Resumed Outperform X

EPZM Epizyme

Cowen

$14

Upgrades Mkt Perform Outperform X

EQIX Equinix

Cowen

$811

Downgrades Outperform Mkt Perform X

EQIX Equinix

Cowen

$880

Initiated Outperform X

EVLV Evolv Technologies Holdings

Cowen

$14

Reiterated Market Perform X

EXPD Expeditors Intl

Cowen

$97 $109

Reiterated Market Perform X

EXPD Expeditors Intl

Cowen

$78 $76

Reiterated Market Perform X

EXPD Expeditors Intl

Cowen

$75 $78

Reiterated Market Perform X

EXPD Expeditors Intl

Cowen

$70 $73

Reiterated Market Perform X

EXPD Expeditors Intl

Cowen

$65 $70

Reiterated Market Perform X

EXPD Expeditors Intl

Cowen

$58 $65

Initiated Outperform X

EYPT EyePoint Pharmaceuticals

Cowen

$25

Initiated Outperform X

FANG Diamondback Energy

Cowen

Downgrades Outperform Mkt Perform X

FATE Fate Therapeutics

Cowen

Initiated Outperform X

FATE Fate Therapeutics

Cowen

Reiterated Outperform X

FB Meta Platforms

Cowen

$415 $330

Downgrades Outperform Mkt Perform X

FCEL FuelCell Energy

Cowen

$2.75 $1

Reiterated Outperform X

FCX Freeport-McMoRan

Cowen

$22 $19

Reiterated Outperform X

FCX Freeport-McMoRan

Cowen

$22 $22

Reiterated Outperform X

FDX FedEx

Cowen

$230 $185

Reiterated Outperform X

FDX FedEx

Cowen

$230 $228

Reiterated Outperform X

FDX FedEx

Cowen

$242 $237

Reiterated Outperform X

FDX FedEx

Cowen

$280 $242

Reiterated Market Perform X

FET Forum Energy Tech.

Cowen

$13 $10

Downgrades Outperform Mkt Perform X

FISV Fiserv

Cowen

$144 $126

Downgrades Outperform Mkt Perform X

FL Foot Locker

Cowen

$34

Upgrades Mkt Perform Outperform X

FL Foot Locker

Cowen

$38 $55

Upgrades Mkt Perform Outperform X

FLS Flowserve

Cowen

$48

Reiterated Outperform X

FMSA Fairmount Santrol

Cowen

$6 $6.50

Reiterated Market Perform X

FORM FormFactor

Cowen

$45 $50

Reiterated Outperform X

FRAC Keane Group

Cowen

$15 $17

Initiated Outperform X

FRAC Keane Group

Cowen

$18

Initiated Outperform X

FREE Whole Earth Brands

Cowen

$16

Downgrades Outperform Mkt Perform X

FREQ Frequency Therapeutics

Cowen

Initiated Outperform X

FREY FREYR Battery

Cowen

Downgrades Outperform Mkt Perform X

FTCH Farfetch

Cowen

$11 $9

Reiterated Outperform X

FTI TechnipFMC

Cowen

$11 $12

Reiterated Outperform X

FTNT Fortinet

Cowen

$305 $335

Initiated Outperform X

FTNT Fortinet

Cowen

$230

Initiated Market Perform X

FTNT Fortinet

Cowen

$85

Initiated Outperform X

FTSI FTS International

Cowen

$27

Downgrades Mkt Perform Underperform X

FTV Fortive

Cowen

$75 $65

Upgrades Mkt Perform Outperform X

GATX GATX

Cowen

$101

Reiterated Market Perform X

GATX GATX

Cowen

$84 $99

Reiterated Outperform X

GBX Greenbrier

Cowen

$41 $50

Reiterated Outperform X

GBX Greenbrier

Cowen

$48 $42

Reiterated Outperform X

GD General Dynamics

Cowen

$230 $253

Reiterated Market Perform X

GE General Electric

Cowen

$17 $15

Reiterated Outperform X

GFS GlobalFoundries

Cowen

$75 $80

Resumed Outperform X

GH Guardant Health

Cowen

$170

Reiterated Outperform X

GILD Gilead Sciences

Cowen

$75 $80

Resumed Outperform X

GILD Gilead Sciences

Cowen

Reiterated Outperform X

GLNG Golar LNG

Cowen

$30 $22

Reiterated Outperform X

GLNG Golar LNG

Cowen

$41 $30

Initiated Market Perform X

GMAB Genmab

Cowen

$38

Initiated Outperform X

GNLN Greenlane

Cowen

$21

Initiated Outperform X

GNRC Generac

Cowen

$229

Initiated Outperform X

GO Grocery Outlet

Cowen

$42

Upgrades Mkt Perform Outperform X

GOGO Gogo

Cowen

$12 $14

Upgrades Mkt Perform Outperform X

GOGO Gogo

Cowen

$4.25 $7

Reiterated Outperform X

GOOG Alphabet

Cowen

$3200 $3000

Reiterated Outperform X

GOOG Alphabet

Cowen

$3500 $3600

Reiterated Outperform X

GOOG Alphabet

Cowen

$2900 $3300

Reiterated Outperform X

GOOGL Alphabet A

Cowen

$3300 $3360

Downgrades Outperform Mkt Perform X

GRPH Graphite Bio

Cowen

Reiterated Outperform X

GTLS Chart Industries

Cowen

$175 $180

Reiterated Outperform X

GTLS Chart Industries

Cowen

$155 $162

Reiterated Outperform X

GWR Genesee & Wyoming

Cowen

$96 $112

Reiterated Outperform X

GWR Genesee & Wyoming

Cowen

$87 $96

Reiterated Outperform X

GWR Genesee & Wyoming

Cowen

$92 $87

Reiterated Outperform X

GWR Genesee & Wyoming

Cowen

$77 $92

Reiterated Outperform X

GXO GXO Logistics

Cowen

$64 $67

Initiated Outperform X

GXO GXO Logistics

Cowen

$64

Downgrades Mkt Perform Underperform X

HA Hawaiian Holdings

Cowen

$15

Reiterated Market Perform X

HA Hawaiian Holdings

Cowen

$31 $29

Reiterated Market Perform X

HA Hawaiian Holdings

Cowen

$30 $32

Reiterated Market Perform X

HA Hawaiian Holdings

Cowen

$32 $30

Reiterated Market Perform X

HA Hawaiian Holdings

Cowen

$37 $32

Reiterated Market Perform X

HA Hawaiian Holdings

Cowen

$38 $37

Initiated Market Perform X

H Hyatt Hotels

Cowen

Reiterated Market Perform X

HA Hawaiian Holdings

Cowen

$41 $39

Reiterated Market Perform X

HA Hawaiian Holdings

Cowen

$45 $43

Initiated Outperform X

HAIN Hain Celestial

Cowen

$34

Reiterated Outperform X

HAL Halliburton

Cowen

$33 $35

Reiterated Market Perform X

HAL Halliburton

Cowen

$51 $47

Downgrades Outperform Mkt Perform X

HCLP Hi-Crush Partners

Cowen

$16

Initiated Outperform X

HCP HashiCorp

Cowen

$105

Reiterated Outperform X

HD Home Depot

Cowen

$379 $360

Initiated Outperform X

HD Home Depot

Cowen

$350

Reiterated Market Perform X

HFC HollyFrontier

Cowen

$40 $65

Reiterated Market Perform X

HFC HollyFrontier

Cowen

$38 $40

Upgrades Mkt Perform Outperform X

HII Huntington Ingalls

Cowen

$200 $270

Initiated Outperform X

HLT Hilton

Cowen

Initiated Outperform X

HLTH Cue Health

Cowen

$14

Reiterated Outperform X

HLX Helix Energy

Cowen

$11 $10

Reiterated Outperform X

HLX Helix Energy

Cowen

$10 $9

Resumed Outperform X

HOLX Hologic

Cowen

$83

Reiterated Market Perform X

HP Helmerich & Payne

Cowen

$13 $16

Reiterated Market Perform X

HP Helmerich & Payne

Cowen

$5 $12

Reiterated Market Perform X

HPQ HP

Cowen

$27 $30

Reiterated Market Perform X

HPQ HP

Cowen

$23 $27

Initiated Market Perform X

HSY Hershey Foods

Cowen

$238

Reiterated Outperform X

HUBG Hub Group

Cowen

$109 $119

Reiterated Outperform X

HUBG Hub Group

Cowen

$90 $115

Reiterated Outperform X

HUBG Hub Group

Cowen

$77 $83

Reiterated Outperform X

HUBG Hub Group

Cowen

$65 $67

Upgrades Mkt Perform Outperform X

HUBG Hub Group

Cowen

$54 $53

Reiterated Market Perform X

HUBG Hub Group

Cowen

$52 $56

Reiterated Market Perform X

HUBG Hub Group

Cowen

$39 $41

Upgrades Mkt Perform Outperform X

HUBS HubSpot

Cowen

$600 $750

Resumed Outperform X

ICHR ICHOR Corporation

Cowen

$55 $50

Reiterated Outperform X

ICHR ICHOR Corporation

Cowen

$46 $48

Upgrades Mkt Perform Outperform X

ICHR ICHOR Corporation

Cowen

$40 $46

Reiterated Outperform X

ICHR ICHOR Corporation

Cowen

$24 $26

Reiterated Outperform X

ICHR ICHOR Corporation

Cowen

$32 $28

Reiterated Outperform X

ICHR ICHOR Corporation

Cowen

$40 $32

Downgrades Outperform Mkt Perform X

IDTI Integrated Device

Cowen

$41 $49

Reiterated Outperform X

IDTI Integrated Device

Cowen

$37 $41

Initiated Outperform X

IDTI Integrated Device

Cowen

$37

Upgrades Mkt Perform Outperform X

IEX IDEX Corp

Cowen

$220

Downgrades Outperform Mkt Perform X

IEX IDEX Corp

Cowen

$200 $220

Resumed Outperform X

ILMN Illumina

Cowen

$550

Initiated Outperform X

IMCR Immunocore

Cowen

$70

Upgrades Mkt Perform Outperform X

IMGN Immunogen

Cowen

Initiated Outperform X

INSG Inseego

Cowen

$8

Initiated Market Perform X

INTC Intel

Cowen

$31

Resumed Market Perform X

INTC Intel

Cowen

$31

Reiterated Outperform X

INTC Intel

Cowen

$75 $79

Upgrades Mkt Perform Outperform X

INTC Intel

Cowen

$50 $75

Reiterated Market Perform X

INTC Intel

Cowen

$49 $50

Reiterated Market Perform X

INTC Intel

Cowen

$52 $49

Reiterated Market Perform X

INTC Intel

Cowen

$54 $52

Initiated Market Perform X

INTC Intel

Cowen

Resumed Outperform X

IOVA Iovance Biotherapeutics

Cowen

Initiated Outperform X

IQV IQVIA

Cowen

$251

Downgrades Outperform Mkt Perform X

IREN Iris Energy

Cowen

$14 $4.30

Downgrades Outperform Mkt Perform X

JACK Jack In The Box

Cowen

$68

Upgrades Mkt Perform Outperform X

JACK Jack In The Box

Cowen

$94 $120

Initiated Market Perform X

JAG Jagged Peak Energy

Cowen

Reiterated Market Perform X

JBHT J.B. Hunt Transport

Cowen

$188 $193

Reiterated Market Perform X

JBHT J.B. Hunt Transport

Cowen

$145 $167

Reiterated Market Perform X

JBHT J.B. Hunt Transport

Cowen

$131 $145

Reiterated Market Perform X

JBHT J.B. Hunt Transport

Cowen

$112 $113

Reiterated Market Perform X

JBHT JB Hunt Trans

Cowen

$122 $112

Reiterated Market Perform X

JBHT JB Hunt Trans

Cowen

$129 $122

Reiterated Market Perform X

JBHT JB Hunt Trans

Cowen

$123 $132

Reiterated Market Perform X

JBHT JB Hunt Trans

Cowen

$127 $124

Downgrades Outperform Mkt Perform X

JBLU JetBlue Airways

Cowen

$10 $9

Upgrades Mkt Perform Outperform X

JBLU JetBlue Airways

Cowen

$17

Reiterated Market Perform X

JBLU JetBlue Airways

Cowen

$18 $19

Reiterated Market Perform X

JBLU JetBlue Airways

Cowen

$20 $18

Reiterated Market Perform X

JBLU JetBlue Airways

Cowen

$22 $20

Reiterated Market Perform X

JBLU JetBlue Airways

Cowen

$23 $22

Upgrades Mkt Perform Outperform X

JNCE Jounce Therapeutics

Cowen

Reiterated Market Perform X

KALU Kaiser Alum

Cowen

$107 $97

Upgrades Mkt Perform Outperform X

KBR KBR

Cowen

$23 $31

Reiterated Market Perform X

KLAC KLA Corporation

Cowen

$335 $355

Reiterated Market Perform X

KLAC KLA Corporation

Cowen

$295 $320

Reiterated Outperform X

KLAC KLA Corporation

Cowen

$145 $155

Reiterated Outperform X

KLAC KLA Corporation

Cowen

$140 $145

Reiterated Outperform X

KLAC KLA Corporation

Cowen

$130 $140

Reiterated Outperform X

KLAC KLA Corporation

Cowen

$120 $130

Reiterated Outperform X

KLAC KLA-Tencor

Cowen

$148 $120

Reiterated Outperform X

KLAC KLA-Tencor

Cowen

$140 $148

Reiterated Outperform X

KNX Knight-Swift

Cowen

$71 $77

Reiterated Market Perform X

KNX Knight-Swift

Cowen

$47 $52

Reiterated Market Perform X

KNX Knight-Swift

Cowen

$38 $46

Initiated Outperform X

KROS Keros Therapeutics

Cowen

Downgrades Outperform Mkt Perform X

KSS Kohl’s

Cowen

$60 $35

Reiterated Outperform X

KSS Kohl’s

Cowen

$67 $73

Upgrades Mkt Perform Outperform X

KSS Kohl’s

Cowen

$39 $52

Reiterated Outperform X

KSU Kansas City Southern

Cowen

$203 $246

Upgrades Mkt Perform Outperform X

KSU KC Southern

Cowen

$124 $138

Upgrades Mkt Perform Outperform X

LAC Lithium Americas

Cowen

$30 $40

Initiated Market Perform X

LAC Lithium Americas

Cowen

$17

Initiated Market Perform X

LANC Lancaster Colony

Cowen

$140

Downgrades Outperform Mkt Perform X

LAW CS Disco

Cowen

$35 $20

Reiterated Market Perform X

LBRT Liberty Oilfield Services

Cowen

$18 $16

Initiated Market Perform X

LBRT Liberty Oilfield Services

Cowen

$22

Downgrades Outperform Mkt Perform X

LEAF Leaf Group

Cowen

$10 $7

Initiated Outperform X

LEGN Legend Biotech

Cowen

Initiated Outperform X

LFLY Leafly

Cowen

$12

Downgrades Outperform Mkt Perform X

LFUS Littelfuse

Cowen

$295 $225

Reiterated Outperform X

LFUS Littelfuse

Cowen

$305 $330

Reiterated Outperform X

LFUS Littelfuse

Cowen

$210 $200

Initiated Outperform X

LFUS Littelfuse

Cowen

$210

Downgrades Outperform Mkt Perform X

LHCG LHC Group

Cowen

$209 $150

Upgrades Mkt Perform Outperform X

LII Lennox Int’l

Cowen

$260

Initiated Market Perform X

LIN Linde plc

Cowen

$300

Upgrades Mkt Perform Outperform X

LLNW Limelight Networks

Cowen

$4 $6

Downgrades Outperform Mkt Perform X

LLNW Limelight Networks

Cowen

$9 $4.75

Reiterated Outperform X

LNG Cheniere Energy

Cowen

$78 $80

Reiterated Market Perform X

LNG Cheniere Energy

Cowen

$56 $62

Initiated Market Perform X

LOW Lowe’s

Cowen

$210

Reiterated Outperform X

LRCX Lam Research

Cowen

$575 $585

Reiterated Outperform X

LRCX Lam Research

Cowen

$223 $235

Reiterated Outperform X

LRCX Lam Research

Cowen

$210 $185

Reiterated Outperform X

LRCX Lam Research

Cowen

$250 $210

Reiterated Outperform X

LRCX Lam Research

Cowen

$285 $250

Reiterated Outperform X

LSCC Lattice Semi

Cowen

$48 $56

Reiterated Outperform X

LSCC Lattice Semi

Cowen

$18 $21

Reiterated Outperform X

LSCC Lattice Semi

Cowen

$16 $18

Initiated Outperform X

LSCC Lattice Semi

Cowen

$15

Reiterated Market Perform X

LSTR Landstar System

Cowen

$131 $153

Reiterated Market Perform X

LSTR Landstar System

Cowen

$115 $113

Reiterated Market Perform X

LSTR Landstar System

Cowen

$110 $115

Reiterated Market Perform X

LSTR Landstar System

Cowen

$108 $113

Reiterated Market Perform X

LSTR Landstar System

Cowen

$115 $118

Reiterated Market Perform X

LSTR Landstar System

Cowen

$97 $115

Upgrades Mkt Perform Outperform X

LTHM Livent

Cowen

$25 $33

Initiated Market Perform X

LTHM Livent

Cowen

$19

Reiterated Market Perform X

LUV Southwest Air

Cowen

$55 $57

Reiterated Market Perform X

LUV Southwest Air

Cowen

$58 $55

Reiterated Market Perform X

LUV Southwest Air

Cowen

$54 $58

Reiterated Outperform X

LUV Southwest Air

Cowen

$63 $66

Reiterated Outperform X

LUV Southwest Air

Cowen

$65 $63

Reiterated Outperform X

LUV Southwest Air

Cowen

$67 $65

Reiterated Market Perform X

LYB LyondellBasell

Cowen

$92 $85

Reiterated Market Perform X

LYB LyondellBasell

Cowen

$100 $94

Reiterated Market Perform X

LYB LyondellBasell

Cowen

$113 $103

Reiterated Market Perform X

LYB LyondellBasell

Cowen

$110 $113

Reiterated Market Perform X

LYB LyondellBasell

Cowen

$125 $110

Downgrades Outperform Mkt Perform X

LYFT Lyft

Cowen

$36 $14

Initiated Outperform X

LYFT Lyft

Cowen

$77

Reiterated Outperform X

M Macy’s

Cowen

$37 $45

Initiated Market Perform X

MARA Marathon Digital Holdings

Cowen

$7

Initiated Outperform X

MAR Marriott

Cowen

Resumed Outperform X

MASS 908 Devices

Cowen

Initiated Outperform X

MASS 908 Devices

Cowen

Initiated Outperform X

MBLY Mobileye Global

Cowen

$35

Initiated Market Perform X

MCHP Microchip

Cowen

$90

Initiated Outperform X

MDLZ Mondelez Int’l

Cowen

$71

Resumed Outperform X

MDT Medtronic

Cowen

$141

Initiated Outperform X

ME 23andMe

Cowen

$6

Reiterated Market Perform X

MEOH Methanex

Cowen

$49 $39

Downgrades Outperform Mkt Perform X

MEOH Methanex

Cowen

$74 $62

Reiterated Outperform X

MEOH Methanex

Cowen

$80 $89

Reiterated Outperform X

MEOH Methanex

Cowen

$75 $80

Reiterated Outperform X

MEOH Methanex

Cowen

$69 $75

Reiterated Outperform X

MESA Mesa Air

Cowen

$12 $9

Initiated Outperform X

MESA Mesa Air

Cowen

$16

Downgrades Outperform Mkt Perform X

META Meta Platforms

Cowen

$205 $135

Reiterated Outperform X

META Meta Platforms

Cowen

$250 $205

Reiterated Outperform X

META Meta Platforms

Cowen

$300 $275

Downgrades Outperform Mkt Perform X

MGNX MacroGenics

Cowen

Initiated Outperform X

MGPI MGP Ingredients

Cowen

$99

Initiated Outperform X

MIME Mimecast

Cowen

$60

Initiated Outperform X

MIST Milestone Pharmaceuticals

Cowen

$32

Reiterated Outperform X

MKSI MKS Instruments

Cowen

$115 $120

Reiterated Hold X

MKSI MKS Instruments

Cowen

$135 $124

Initiated Outperform X

MLTX MoonLake Immunotherapeutics

Cowen

Initiated Outperform X

MORF Morphic

Cowen

Reiterated Outperform X

MOS Mosaic

Cowen

$26 $30

Reiterated Outperform X

MOS Mosaic

Cowen

$42 $33

Reiterated Outperform X

MOS Mosaic

Cowen

$38 $43

Reiterated Outperform X

MOS Mosaic

Cowen

$36 $38

Reiterated Outperform X

MOS Mosaic

Cowen

$32 $35

Initiated Outperform X

MP MP Materials

Cowen

$50

Downgrades Outperform Mkt Perform X

MPC Marathon Petroleum

Cowen

$90 $65

Reiterated Outperform X

MPC Marathon Petroleum

Cowen

$101 $90

Reiterated Outperform X

MPC Marathon Petroleum

Cowen

$87 $101

Reiterated Outperform X

MPC Marathon Petroleum

Cowen

$111 $97

Reiterated Outperform X

MPC Marathon Petroleum

Cowen

$76 $90

Reiterated Outperform X

MPWR Monolithic Power

Cowen

$180 $165

Reiterated Outperform X

MPWR Monolithic Power

Cowen

$150 $180

Initiated Outperform X

MPWR Monolithic Power

Cowen

Reiterated Outperform X

MRC MRC Global

Cowen

$22 $17

Initiated Market Perform X

MRNA Moderna

Cowen

Reiterated Outperform X

MRVL Marvell

Cowen

$70 $55

Reiterated Outperform X

MRVL Marvell

Cowen

$26 $28

Reiterated Outperform X

MRVL Marvell

Cowen

$21 $22

Reiterated Outperform X

MRVL Marvell

Cowen

$26 $22

Reiterated Outperform X

MRVL Marvell

Cowen

$29 $26

Reiterated Outperform X

MSFT Microsoft

Cowen

$330 $320

Reiterated Outperform X

MSFT Microsoft

Cowen

$320 $360

Reiterated Outperform X

MSFT Microsoft

Cowen

$310 $320

Initiated Outperform X

MSFT Microsoft

Cowen

$150

Reiterated Market Perform X

MT ArcelorMittal

Cowen

$35 $38

Reiterated Outperform X

MTCH Match Group

Cowen

$154 $150

Initiated Market Perform X

MTDR Matador Resources

Cowen

Reiterated Outperform X

MTSI MACOM Tech

Cowen

$70 $75

Reiterated Outperform X

MTZ MasTec

Cowen

$125 $120

Initiated Outperform X

MTZ MasTec

Cowen

$120

Reiterated Outperform X

MU Micron

Cowen

$70 $66

Reiterated Outperform X

MU Micron

Cowen

$100 $105

Reiterated Outperform X

MU Micron

Cowen

$80 $90

Downgrades Outperform Mkt Perform X

MU Micron

Cowen

$46 $45

Reiterated Outperform X

MU Micron

Cowen

$62 $45

Reiterated Buy X

MU Micron

Cowen

$72 $62

Reiterated Outperform X

MU Micron

Cowen

$67 $72

Reiterated Outperform X

MU Micron

Cowen

$65 $67

Reiterated Outperform X

MU Micron

Cowen

$55 $65

Upgrades Underperform Mkt Perform X

MWA Mueller Water

Cowen

$12

Reiterated Market Perform X

MXIM Maxim Integrated

Cowen

$63 $57

Reiterated Market Perform X

MXIM Maxim Integrated

Cowen

$56 $63

Initiated Market Perform X

MXIM Maxim Integrated

Cowen

$56

Resumed Market Perform X

MYGN Myriad Genetics

Cowen

$33

Downgrades Outperform Mkt Perform X

MYGN Myriad Genetics

Cowen

Initiated Outperform X

MYTE Mytheresa

Cowen

$40

Initiated Outperform X

NBL Noble Energy

Cowen

Initiated Outperform X

NEO NeoGenomics

Cowen

$42

Reiterated Outperform X

NFLX Netflix

Cowen

$750 $600

Reiterated Outperform X

NFLX Netflix

Cowen

$375 $430

Initiated Outperform X

NGM NGM Biopharmaceuticals

Cowen

$25

Reiterated Outperform X

NKE NIKE

Cowen

$127 $114

Downgrades Outperform Mkt Perform X

NKTR Nektar Therapeutics

Cowen

Downgrades Outperform Mkt Perform X

NOC Northrop Grumman

Cowen

$500 $478

Upgrades Mkt Perform Outperform X

NOK Nokia

Cowen

$5 $8

Reiterated Market Perform X

NOV Natl Oilwell Varco

Cowen

$25 $27

Reiterated Market Perform X

NOV Natl Oilwell Varco

Cowen

$32 $29

Reiterated Market Perform X

NOV Natl Oilwell Varco

Cowen

$45 $42

Reiterated Market Perform X

NOV Natl Oilwell Varco

Cowen

$33 $36

Reiterated Outperform X

NOW ServiceNow

Cowen

$210 $235

Reiterated Outperform X

NSC Norfolk Southern

Cowen

$224 $254

Reiterated Outperform X

NSC Norfolk Southern

Cowen

$200 $230

Reiterated Outperform X

NSC Norfolk Southern

Cowen

$194 $200

Reiterated Outperform X

NSC Norfolk Southern

Cowen

$165 $163

Upgrades Mkt Perform Outperform X

NSTG NanoString Technologies

Cowen

$75

Upgrades Mkt Perform Outperform X

NTAP NetApp

Cowen

$95 $116

Reiterated Market Perform X

NTAP NetApp

Cowen

$68 $76

Reiterated Market Perform X

NTAP NetApp

Cowen

$60 $68

Reiterated Underperform X

NTAP NetApp

Cowen

$53 $40

Initiated Underperform X

NTAP NetApp

Cowen

$53

Resumed Outperform X

NTRA Natera

Cowen

$150

Reiterated Outperform X

NTR Nutrien

Cowen

$66 $63

Reiterated Outperform X

NTR Nutrien

Cowen

$70 $66

Reiterated Outperform X

NTR Nutrien

Cowen

$63 $70

Initiated Outperform X

NUE Nucor

Cowen

$62

Initiated Outperform X

NUVB Nuvation Bio

Cowen

Initiated Outperform X

NVAX Novavax

Cowen

$150

Reiterated Outperform X

NVDA NVIDIA

Cowen

$350

Reiterated Outperform X

NVDA NVIDIA

Cowen

$675 $705

Reiterated Outperform X

NVDA NVIDIA

Cowen

$665 $675

Reiterated Outperform X

NVDA NVIDIA

Cowen

$600 $665

Reiterated Outperform X

NVDA NVIDIA

Cowen

$215 $195

Reiterated Outperform X

NVDA NVIDIA

Cowen

$265 $215

Initiated Outperform X

NVDA NVIDIA

Cowen

Upgrades Mkt Perform Outperform X

NVO Novo Nordisk A/S

Cowen

$130

Downgrades Outperform Mkt Perform X

NVS Novartis AG

Cowen

$110 $105

Downgrades Outperform Mkt Perform X

NVTA Invitae

Cowen

$8 $2.50

Reiterated Outperform X

NXPI NXP Semi

Cowen

$225 $235

Reiterated Outperform X

NXPI NXP Semi

Cowen

$220 $225

Reiterated Outperform X

NXPI NXP Semi

Cowen

$114 $110

Reiterated Outperform X

NXPI NXP Semi

Cowen

$111 $114

Initiated Outperform X

NXPI NXP Semi

Cowen

$111

Initiated Outperform X

OABI OmniAb

Cowen

$10

Upgrades Mkt Perform Outperform X

OAK Oaktree Capital

Cowen

$30

Initiated Market Perform X

OAS Oasis Petroleum

Cowen

Downgrades Outperform Mkt Perform X

OCUL Ocular Therapeutix

Cowen

$13 $3

Reiterated Market Perform X

ODFL Old Dominion

Cowen

$291 $327

Reiterated Market Perform X

ODFL Old Dominion

Cowen

$191 $216

Reiterated Market Perform X

ODFL Old Dominion

Cowen

$133 $142

Reiterated Market Perform X

ODFL Old Dominion

Cowen

$145 $156

Reiterated Market Perform X

ODFL Old Dominion

Cowen

$136 $145

Reiterated Market Perform X

ODFL Old Dominion

Cowen

$113 $136

Reiterated Market Perform X

OII Oceaneering Intl

Cowen

$10 $14

Reiterated Market Perform X

OII Oceaneering Intl

Cowen

$16 $19

Reiterated Market Perform X

OII Oceaneering Intl

Cowen

$17 $16

Reiterated Market Perform X

OIS Oil States

Cowen

$18 $21

Reiterated Market Perform X

OIS Oil States

Cowen

$36 $33

Reiterated Market Perform X

OIS Oil States

Cowen

$25 $30

Initiated Market Perform X

OKTA Okta

Cowen

$70

Reiterated Outperform X

OLN Olin

Cowen

$31 $27

Reiterated Outperform X

OLN Olin

Cowen

$32 $31

Reiterated Outperform X

OLN Olin

Cowen

$41 $42

Reiterated Outperform X

ON ON Semiconductor

Cowen

$58 $65

Reiterated Outperform X

ON ON Semiconductor

Cowen

$29 $25

Initiated Outperform X

ON ON Semiconductor

Cowen

Reiterated Market Perform X

ORA Ormat Tech

Cowen

$91 $72

Upgrades Mkt Perform Outperform X

OSH Oak Street Health

Cowen

$25 $30

Initiated Outperform X

OSW OneSpaWorld

Cowen

$13

Downgrades Outperform Mkt Perform X

OTRK Ontrak

Cowen

$75 $35

Initiated Market Perform X

OXY Occidental Petro

Cowen

Resumed Market Perform X

PACB Pacific Biosciences

Cowen

$30

Initiated Outperform X

PACB Pacific Biosciences

Cowen

Reiterated Outperform X

PANW Palo Alto Networks

Cowen

$550 $620

Initiated Outperform X

PANW Palo Alto Networks

Cowen

$425

Upgrades Mkt Perform Outperform X

PARR Par Pacific

Cowen

$13 $21

Upgrades Mkt Perform Outperform X

PAYX Paychex

Cowen

$130 $145

Reiterated Market Perform X

PBF PBF Energy

Cowen

$33 $30

Downgrades Outperform Mkt Perform X

PBF PBF Energy

Cowen

$30 $31

Initiated Market Perform X

PD PagerDuty

Cowen

$54

Initiated Outperform X

PE Parsley Energy

Cowen

Reiterated Outperform X

PFE Pfizer

Cowen

$56 $70

Upgrades Mkt Perform Outperform X

PKI PerkinElmer

Cowen

$192 $164

Resumed Market Perform X

PKI PerkinElmer

Cowen

$160

Initiated Outperform X

PLL Piedmont Lithium

Cowen

$90

Downgrades Outperform Mkt Perform X

PLNT Planet Fitness

Cowen

$85

Initiated Outperform X

PLTK Playtika

Cowen

$42

Downgrades Outperform Mkt Perform X

PM Philip Morris International

Cowen

Resumed Outperform X

PODD Insulet

Cowen

$285 $310

Downgrades Outperform Mkt Perform X

POSH Poshmark

Cowen

$42 $22

Initiated Outperform X

POSH Poshmark

Cowen

$88

Downgrades Outperform Mkt Perform X

POWI Power Integrations

Cowen

$90 $65

Reiterated Outperform X

POWI Power Integrations

Cowen

$90 $100

Reiterated Outperform X

POWI Power Integrations

Cowen

$72 $90

Resumed Market Perform X

PRSP Perspecta

Cowen

$28 $26

Resumed Outperform X

PRTH Priority Technology Holdings

Cowen

Initiated Outperform X

PRVL Prevail Therapeutics

Cowen

Downgrades Outperform Mkt Perform X

PSN Parsons

Cowen

$40 $33

Initiated Outperform X

PSN Parsons

Cowen

$35

Resumed Outperform X

PSNL Personalis

Cowen

Initiated Outperform X

PSNL Personalis

Cowen

Reiterated Outperform X

PSTG Pure Storage

Cowen

$22 $30

Reiterated Outperform X

PSTG Pure Storage

Cowen

$30 $28

Upgrades Mkt Perform Outperform X

PSTG Pure Storage

Cowen

$30

Initiated Market Perform X

PSTG Pure Storage

Cowen

$20

Reiterated Outperform X

PSX Phillips 66

Cowen

$83 $80

Reiterated Outperform X

PSX Phillips 66

Cowen

$125 $137

Upgrades Mkt Perform Outperform X

PTEN Patterson-UTI

Cowen

$23 $26

Reiterated Market Perform X

PTEN Patterson-UTI

Cowen

$30 $23

Downgrades Outperform Mkt Perform X

PTON Peloton

Cowen

$14 $12

Reiterated Outperform X

PTON Peloton

Cowen

$40 $50

Reiterated Outperform X

PTON Peloton

Cowen

$100 $40

Reiterated Outperform X

PUMP ProPetro

Cowen

$25 $17

Reiterated Market Perform X

PUMP ProPetro

Cowen

$13 $14

Initiated Market Perform X

PUMP ProPetro

Cowen

$17

Reiterated Outperform X

PWR Quanta Services

Cowen

$155 $165

Initiated Outperform X

PWR Quanta Services

Cowen

$105

Initiated Outperform X

PXD Pioneer Natural Resources

Cowen

Reiterated Outperform X

PYPL PayPal

Cowen

$221 $147

Reiterated Outperform X

QCOM Qualcomm

Cowen

$210 $220

Reiterated Outperform X

QCOM Qualcomm

Cowen

$100 $80

Reiterated Outperform X

QCOM Qualcomm

Cowen

$91 $100

Reiterated Outperform X

QCOM Qualcomm

Cowen

$70 $91

Reiterated Outperform X

QCOM Qualcomm

Cowen

$73 $70

Reiterated Outperform X

QCOM Qualcomm

Cowen

$80 $73

Upgrades Mkt Perform Outperform X

QCOM Qualcomm

Cowen

$64 $80