Upgrades Neutral Buy X

AAL American Airlines

Redburn Atlantic

$18 $24

Downgrades Buy Neutral X

AAPL Apple

Redburn Atlantic

$200

Initiated Buy X

ACLX Arcellx

Redburn Atlantic

$109

Initiated Buy X

ACN Accenture

Redburn Atlantic

$410

Initiated Neutral X

ADBE Adobe

Redburn Atlantic

Upgrades Neutral Buy X

ALC Alcon

Redburn Atlantic

Upgrades Sell Neutral X

ALC Alcon

Redburn Atlantic

Downgrades Neutral Sell X

ALC Alcon

Redburn Atlantic

Upgrades Neutral Buy X

AMAT Applied Materials

Redburn Atlantic

$175

Upgrades Sell Neutral X

APD Air Products

Redburn Atlantic

$330

Downgrades Buy Sell X

APD Air Products

Redburn Atlantic

$240

Initiated Buy X

APO Apollo Global Management

Redburn Atlantic

$153

Initiated Neutral X

ARES Ares Management

Redburn Atlantic

$140

Upgrades Sell Neutral X

ASML ASML

Redburn Atlantic

Upgrades Neutral Buy X

AUTL Autolus Therapeutics

Redburn Atlantic

$13

Initiated Neutral X

BE Bloom Energy

Redburn Atlantic

$12.50

Downgrades Buy Neutral X

BMY Bristol-Myers

Redburn Atlantic

$77 $54

Downgrades Buy Neutral X

BP BP

Redburn Atlantic

Initiated Neutral X

BX Blackstone

Redburn Atlantic

$134

Upgrades Neutral Overweight X

CCL Carnival

Redburn Atlantic

$23

Initiated Buy X

CDNS Cadence Design

Redburn Atlantic

$350

Initiated Buy X

CDW CDW

Redburn Atlantic

$230

Initiated Neutral X

CF CF Industries

Redburn Atlantic

$77

Initiated Buy X

CG Carlyle Group

Redburn Atlantic

$55

Downgrades Buy Neutral X

CMCSA Comcast

Redburn Atlantic

$50 $44

Downgrades Buy Neutral X

CME CME Group

Redburn Atlantic

$244

Initiated Neutral X

CNXC Concentrix

Redburn Atlantic

$70

Upgrades Neutral Buy X

COO Cooper

Redburn Atlantic

$125

Downgrades Overweight Neutral X

COO Cooper

Redburn Atlantic

$390 $343

Downgrades Buy Neutral X

COST Costco

Redburn Atlantic

$860 $890

Upgrades Sell Neutral X

CRL Charles River

Redburn Atlantic

$188

Initiated Sell X

CRL Charles River

Redburn Atlantic

Initiated Buy X

CRM Salesforce

Redburn Atlantic

Downgrades Neutral Sell X

CRWD CrowdStrike

Redburn Atlantic

$380 $275

Initiated Neutral X

CTAS Cintas

Redburn Atlantic

$670

Initiated Neutral X

CTSH Cognizant Tech

Redburn Atlantic

$68

Initiated Buy X

DASH DoorDash

Redburn Atlantic

$170

Upgrades Neutral Buy X

DIS Walt Disney

Redburn Atlantic

$100 $147

Upgrades Sell Neutral X

DIS Walt Disney

Redburn Atlantic

$100

Initiated Neutral X

DSGX Descartes

Redburn Atlantic

$90

Upgrades Neutral Buy X

DXCM Dexcom

Redburn Atlantic

$85 $115

Initiated Neutral X

DXCM Dexcom

Redburn Atlantic

$130

Upgrades Neutral Buy X

E Eni S.p.A.

Redburn Atlantic

Downgrades Buy Neutral X

EFX Equifax

Redburn Atlantic

$272

Upgrades Underweight Neutral X

EL Estee Lauder

Redburn Atlantic

$160 $150

Initiated Buy X

EMN Eastman Chemical

Redburn Atlantic

$110

Initiated Buy X

EMR Emerson

Redburn Atlantic

$135

Initiated Neutral X

ENPH Enphase Energy

Redburn Atlantic

Upgrades Neutral Buy X

EQNR Equinor

Redburn Atlantic

Downgrades Overweight Neutral X

ETWO E2open

Redburn Atlantic

$8.50 $4

Initiated Sell X

F Ford Motor

Redburn Atlantic

$10

Downgrades Neutral Sell X

FDS FactSet

Redburn Atlantic

$420 $380

Initiated Neutral X

FICO Fair Isaac

Redburn Atlantic

$1113

Downgrades Buy Neutral X

FMC FMC Corp

Redburn Atlantic

$49

Upgrades Sell Neutral X

FOUR Shift4 Payments

Redburn Atlantic

$53

Initiated Sell X

FOUR Shift4 Payments

Redburn Atlantic

$49

Upgrades Neutral Buy X

FRPT Freshpet

Redburn Atlantic

$168

Initiated Neutral X

FSLR First Solar

Redburn Atlantic

Initiated Buy X

GE GE Aerospace

Redburn Atlantic

$250

Downgrades Overweight Neutral X

GETY Getty Images

Redburn Atlantic

$6

Upgrades Sell Neutral X

GLOB Globant

Redburn Atlantic

$140 $150

Initiated Neutral X

GM General Motors

Redburn Atlantic

$40

Initiated Buy X

GMAB Genmab

Redburn Atlantic

Downgrades Neutral Underweight X

GPN Global Payments

Redburn Atlantic

$105

Downgrades Buy Neutral X

H Hyatt Hotels

Redburn Atlantic

$120 $130

Initiated Neutral X

HOOD Robinhood Markets

Redburn Atlantic

$9.50

Initiated Sell X

HSY Hershey Foods

Redburn Atlantic

$165

Initiated Buy X

HUBS HubSpot

Redburn Atlantic

Initiated Buy X

IBKR Interactive Brokers

Redburn Atlantic

$100

Initiated Neutral X

ICLR ICON plc

Redburn Atlantic

Initiated Neutral X

IFF Intl Flavors

Redburn Atlantic

$60

Initiated Neutral X

INTU Intuit

Redburn Atlantic

Initiated Buy X

IQV IQVIA

Redburn Atlantic

Initiated Buy X

KGS Kodiak Gas Services

Redburn Atlantic

$35

Initiated Buy X

KKR KKR

Redburn Atlantic

$153

Initiated Neutral X

KLAC KLA Corporation

Redburn Atlantic

$550

Downgrades Neutral Sell X

LCID Lucid Group

Redburn Atlantic

$3.50 $1.13

Initiated Buy X

LEGN Legend Biotech

Redburn Atlantic

$86

Initiated Neutral X

LNG Cheniere Energy

Redburn Atlantic

$162

Initiated Buy X

LNTH Lantheus Holdings

Redburn Atlantic

$175

Downgrades Buy Neutral X

LNW Light & Wonder

Redburn Atlantic

$105 $110

Initiated Neutral X

LPLA LPL Financial

Redburn Atlantic

$240

Initiated Buy X

LRCX Lam Research

Redburn Atlantic

$800

Initiated Neutral X

LSPD Lightspeed

Redburn Atlantic

$17

Upgrades Neutral Buy X

LYV Live Nation

Redburn Atlantic

$114 $115

Downgrades Neutral Sell X

MDB MongoDB

Redburn Atlantic

$410 $295

Initiated Buy X

MDLZ Mondelez Int’l

Redburn Atlantic

$82

Initiated Buy X

MEDP Medpace

Redburn Atlantic

Initiated Buy X

MELI MercadoLibre

Redburn Atlantic

$2800

Initiated Buy X

MNST Monster Beverage

Redburn Atlantic

Downgrades Buy Neutral X

MORN Morningstar

Redburn Atlantic

$340

Upgrades Neutral Overweight X

MORN Morningstar

Redburn Atlantic

$320

Upgrades Neutral Buy X

MSCI MSCI

Redburn Atlantic

$680

Upgrades Neutral Buy X

MSCI MSCI

Redburn Atlantic

$485

Downgrades Neutral Sell X

MSCI MSCI

Redburn Atlantic

$620 $470

Downgrades Overweight Neutral X

MSCI MSCI

Redburn Atlantic

$650 $554

Upgrades Neutral Overweight X

NCLH Norwegian Cruise Line

Redburn Atlantic

$25

Reiterated Buy X

NFLX Netflix

Redburn Atlantic

$550 $610

Initiated Buy X

NOW ServiceNow

Redburn Atlantic

Initiated Buy X

NSIT Insight Enterprises

Redburn Atlantic

$220

Initiated Overweight X

NU Nu Holdings

Redburn Atlantic

Initiated Buy X

NVDA NVIDIA

Redburn Atlantic

$178

Downgrades Buy Neutral X

ONON On

Redburn Atlantic

$34

Initiated Overweight X

ONON On

Redburn Atlantic

$33

Downgrades Buy Neutral X

PANW Palo Alto Networks

Redburn Atlantic

$350 $325

Downgrades Neutral Sell X

PARA Paramount Global

Redburn Atlantic

$17 $11

Initiated Neutral X

PLUG Plug Power

Redburn Atlantic

$4.50

Initiated Neutral X

PM Philip Morris International

Redburn Atlantic

$95

Initiated Buy X

PODD Insulet

Redburn Atlantic

$235

Initiated Buy X

RELX RELX

Redburn Atlantic

Initiated Neutral X

ROK Rockwell Automation

Redburn Atlantic

$256

Downgrades Buy Neutral X

RTO Rentokil Initial plc

Redburn Atlantic

Downgrades Overweight Neutral X

RTX RTX

Redburn Atlantic

Downgrades Neutral Sell X

SBUX Starbucks

Redburn Atlantic

$84 $77

Initiated Sell X

SCHW Charles Schwab

Redburn Atlantic

$52

Upgrades Neutral Buy X

SHOP Shopify

Redburn Atlantic

$99

Downgrades Neutral Sell X

SNOW Snowflake

Redburn Atlantic

$180 $125

Initiated Buy X

SNPS Synopsys

Redburn Atlantic

$600

Resumed Neutral X

SPOT Spotify

Redburn Atlantic

$230 $545

Downgrades Neutral Sell X

SPOT Spotify

Redburn Atlantic

$230

Downgrades Overweight Neutral X

SPOT Spotify

Redburn Atlantic

$170 $160

Initiated Buy X

SPSC SPS Commerce

Redburn Atlantic

$220

Initiated Buy X

STLA Stellantis

Redburn Atlantic

Downgrades Buy Neutral X

TJX TJX

Redburn Atlantic

$100

Initiated Buy X

TME Tencent Music

Redburn Atlantic

$12

Initiated Buy X

TMO Thermo Fisher

Redburn Atlantic

Initiated Buy X

TNDM Tandem Diabetes Care

Redburn Atlantic

$60

Upgrades Neutral Buy X

TOST Toast

Redburn Atlantic

$28

Initiated Neutral X

TOST Toast

Redburn Atlantic

$18

Upgrades Neutral Buy X

TPR Tapestry

Redburn Atlantic

$110

Downgrades Overweight Neutral X

TPR Tapestry

Redburn Atlantic

$33

Initiated Sell X

TSLA Tesla

Redburn Atlantic

$170

Initiated Buy X

TTWO Take-Two

Redburn Atlantic

$194

Upgrades Neutral Buy X

UAL United Airlines

Redburn Atlantic

$70

Downgrades Buy Neutral X

UAL United Airlines

Redburn Atlantic

$50

Upgrades Neutral Buy X

UL Unilever PLC

Redburn Atlantic

Upgrades Neutral Buy X

UPS UPS

Redburn Atlantic

$180

Upgrades Sell Neutral X

UPST Upstart

Redburn Atlantic

$22.50 $25.50

Downgrades Buy Neutral X

V Visa

Redburn Atlantic

$307

Initiated Buy X

VRTX Vertex Pharma

Redburn Atlantic

$545

Upgrades Sell Neutral X

VZ Verizon

Redburn Atlantic

$33 $39

Downgrades Buy Neutral X

WAB Wabtec

Redburn Atlantic

$135

Downgrades Buy Neutral X

WBD Warner Bros. Discovery

Redburn Atlantic

$11

Initiated Neutral X

WDAY Workday

Redburn Atlantic

Downgrades Neutral Sell X

WMG Warner Music Group

Redburn Atlantic

$21 $23

Upgrades Sell Neutral X

WMG Warner Music Group

Redburn Atlantic

$17 $21

Downgrades Buy Neutral X

XOM Exxon Mobil

Redburn Atlantic

$119 $120

Downgrades Overweight Neutral X

YUM Yum! Brands

Redburn Atlantic

$115