Reiterated Outperform X

A Agilent

TD Cowen

$168 $145

Upgrades Hold Buy X

AAL American Airlines

TD Cowen

$17 $25

Reiterated Hold X

AAL American Airlines

TD Cowen

$10 $17

Reiterated Hold X

AAL American Airlines

TD Cowen

$9 $10

Reiterated Hold X

AAL American Airlines

TD Cowen

$7 $9

Downgrades Buy Hold X

AAL American Airlines

TD Cowen

$16 $10

Reiterated Buy X

AAL American Airlines

TD Cowen

$18 $16

Reiterated Market Perform X

AAL American Airlines

TD Cowen

$16 $10

Initiated Market Perform X

AAN The Aaron’s Company

TD Cowen

$7

Reiterated Buy X

AAPL Apple

TD Cowen

Reiterated Buy X

AAPL Apple

TD Cowen

$220 $250

Reiterated Outperform X

AAPL Apple

TD Cowen

$195 $220

Downgrades Buy Hold X

AB AllianceBernstein

TD Cowen

$38 $38.50

Initiated Outperform X

AB AllianceBernstein

TD Cowen

$36

Reiterated Outperform X

ABNB Airbnb

TD Cowen

$145 $125

Initiated Buy X

ACB Aurora Cannabis

TD Cowen

Initiated Outperform X

ACGL Arch Capital

TD Cowen

$96

Initiated Outperform X

ACLX Arcellx

TD Cowen

Upgrades Hold Buy X

ACN Accenture

TD Cowen

$321 $400

Downgrades Outperform Mkt Perform X

ACN Accenture

TD Cowen

$325 $300

Downgrades Buy Hold X

ADBE Adobe

TD Cowen

$625 $550

Reiterated Buy X

ADI Analog Devices

TD Cowen

$270 $260

Reiterated Buy X

ADI Analog Devices

TD Cowen

$210 $270

Reiterated Outperform X

ADI Analog Devices

TD Cowen

$200 $210

Initiated Outperform X

ADUS Addus HomeCare

TD Cowen

$105

Reiterated Hold X

AEIS Advanced Energy

TD Cowen

$120 $118

Reiterated Hold X

AEIS Advanced Energy

TD Cowen

$100 $120

Resumed Buy X

AER AerCap

TD Cowen

$125

Reiterated Buy X

AER AerCap

TD Cowen

$100 $105

Initiated Hold X

AFL Aflac

TD Cowen

$102

Downgrades Outperform Mkt Perform X

AGL Agilon Health

TD Cowen

$12 $6.50

Initiated Market Perform X

AIG American Intl

TD Cowen

$78

Upgrades Mkt Perform Outperform X

AIN Albany Intl

TD Cowen

$100 $106

Reiterated Outperform X

AIP Arteris

TD Cowen

$11 $12

Upgrades Hold Buy X

AJG Arthur J. Gallagher

TD Cowen

$295 $377

Initiated Market Perform X

AJG Arthur J. Gallagher

TD Cowen

$249

Downgrades Buy Hold X

AKAM Akamai Tech

TD Cowen

$125 $98

Resumed Buy X

AL Air Lease

TD Cowen

$56 $58

Reiterated Buy X

AL Air Lease

TD Cowen

$59 $56

Downgrades Outperform Mkt Perform X

ALB Albemarle

TD Cowen

$220 $130

Reiterated Buy X

ALGM Allegro Microsystems

TD Cowen

$35 $32

Reiterated Outperform X

ALGM Allegro Microsystems

TD Cowen

$32 $35

Reiterated Hold X

ALGT Allegiant Travel

TD Cowen

$50 $70

Reiterated Hold X

ALGT Allegiant Travel

TD Cowen

$42 $50

Reiterated Hold X

ALGT Allegiant Travel

TD Cowen

$33 $42

Reiterated Hold X

ALGT Allegiant Travel

TD Cowen

$39 $33

Reiterated Hold X

ALGT Allegiant Travel

TD Cowen

$60 $39

Reiterated Hold X

ALGT Allegiant Travel

TD Cowen

$65 $60

Reiterated Market Perform X

ALGT Allegiant Travel

TD Cowen

$82 $85

Reiterated Buy X

ALK Alaska Air

TD Cowen

$85 $110

Reiterated Buy X

ALK Alaska Air

TD Cowen

$68 $78

Reiterated Buy X

ALK Alaska Air

TD Cowen

$50 $68

Reiterated Buy X

ALK Alaska Air

TD Cowen

$58 $51

Reiterated Buy X

ALK Alaska Air

TD Cowen

$49 $58

Reiterated Outperform X

ALK Alaska Air

TD Cowen

$45 $40

Initiated Outperform X

ALL Allstate

TD Cowen

$193

Initiated Market Perform X

ALLY Ally Financial

TD Cowen

$28

Initiated Buy X

ALV Autoliv

TD Cowen

$116

Reiterated Buy X

AMAT Applied Materials

TD Cowen

$250 $230

Reiterated Buy X

AMAT Applied Materials

TD Cowen

$245 $250

Reiterated Outperform X

AMAT Applied Materials

TD Cowen

$185 $245

Reiterated Outperform X

AMAT Applied Materials

TD Cowen

$165 $185

Reiterated Outperform X

AMAT Applied Materials

TD Cowen

$160 $165

Reiterated Outperform X

AMAT Applied Materials

TD Cowen

$150 $160

Reiterated Outperform X

AMAT Applied Materials

TD Cowen

$145 $150

Reiterated Hold X

AMBA Ambarella

TD Cowen

$65 $75

Downgrades Outperform Mkt Perform X

AMBA Ambarella

TD Cowen

$90 $65

Reiterated Buy X

AMD Advanced Micro Devices

TD Cowen

$185 $150

Reiterated Buy X

AMD Advanced Micro Devices

TD Cowen

$210 $185

Reiterated Buy X

AMD Advanced Micro

TD Cowen

$210

Reiterated Buy X

AMD Advanced Micro

TD Cowen

$200 $210

Reiterated Buy X

AMD Advanced Micro

TD Cowen

$185 $200

Reiterated Outperform X

AMD Advanced Micro

TD Cowen

$130 $185

Downgrades Hold Sell X

AME Ametek

TD Cowen

Downgrades Outperform Mkt Perform X

AME Ametek

TD Cowen

$165 $160

Downgrades Buy Hold X

AMG Affiliated Managers

TD Cowen

$226 $177

Initiated Outperform X

AMG Affiliated Managers

TD Cowen

$185

Downgrades Outperform Mkt Perform X

AMR Alpha Metallurgical Resources

TD Cowen

$200 $194

Downgrades Outperform Mkt Perform X

AMRS Amyris

TD Cowen

$4 $1.25

Downgrades Outperform Mkt Perform X

AMWL Amwell

TD Cowen

$5 $2.50

Reiterated Buy X

AMZN Amazon

TD Cowen

$225 $245

Reiterated Outperform X

AMZN Amazon

TD Cowen

$200 $225

Reiterated Outperform X

AMZN Amazon

TD Cowen

$150 $165

Initiated Outperform X

ANAB AnaptysBio

TD Cowen

Initiated Outperform X

AON Aon

TD Cowen

$390

Initiated Market Perform X

APAM Artisan Partners Asset Mgmt

TD Cowen

$41

Reiterated Outperform X

APD Air Products

TD Cowen

$345 $305

Initiated Outperform X

APGE Apogee Therapeutics

TD Cowen

Initiated Outperform X

APO Apollo Global Management

TD Cowen

$115

Resumed Buy X

APTV Aptiv

TD Cowen

$90

Downgrades Buy Hold X

ARCB ArcBest

TD Cowen

$131 $114

Reiterated Buy X

ARCB ArcBest

TD Cowen

$136 $131

Reiterated Buy X

ARCB ArcBest

TD Cowen

$148 $136

Reiterated Buy X

ARCB ArcBest

TD Cowen

$177 $148

Reiterated Outperform X

ARCB ArcBest

TD Cowen

$141 $178

Initiated Buy X

ARES Ares Management

TD Cowen

$154

Initiated Outperform X

ARHS Arhaus

TD Cowen

$11

Reiterated Hold X

ARRY Array Tech

TD Cowen

$10 $7

Reiterated Hold X

ARRY Array Tech

TD Cowen

$11.50 $10

Reiterated Hold X

ARRY Array Tech

TD Cowen

$16.50 $11.50

Reiterated Market Perform X

ARRY Array Tech

TD Cowen

$22.50 $16.50

Initiated Outperform X

ARWR Arrowhead

TD Cowen

Upgrades Hold Buy X

ASND Ascendis Pharma

TD Cowen

$156 $175

Downgrades Buy Hold X

ASO Academy Sports + Outdoors

TD Cowen

$58 $54

Resumed Buy X

ASPN Aspen Aerogels

TD Cowen

$11

Initiated Buy X

ATXS Astria Therapeutics

TD Cowen

$35

Resumed Hold X

AUR Aurora Innovation

TD Cowen

$8

Initiated Market Perform X

AUR Aurora Innovation

TD Cowen

$3

Reiterated Buy X

AVGO Broadcom

TD Cowen

$210 $240

Reiterated Buy X

AVGO Broadcom

TD Cowen

$175 $210

Upgrades Mkt Perform Outperform X

AVGO Broadcom

TD Cowen

$1400 $1500

Reiterated Market Perform X

AVGO Broadcom

TD Cowen

$1000 $1400

Reiterated Market Perform X

AVGO Broadcom

TD Cowen

$900 $1000

Reiterated Market Perform X

AVGO Broadcom

TD Cowen

$800 $900

Downgrades Buy Hold X

AVTE Aerovate Therapeutics

TD Cowen

Upgrades Mkt Perform Outperform X

AVTR Avantor

TD Cowen

$21 $28

Initiated Hold X

AXL American Axle

TD Cowen

$5

Initiated Buy X

AXON Axon

TD Cowen

$700

Initiated Market Perform X

AXP American Express

TD Cowen

$158

Initiated Buy X

AXS AXIS Capital

TD Cowen

$118

Downgrades Buy Hold X

BAX Baxter

TD Cowen

$40

Initiated Market Perform X

BBAI BigBear.ai

TD Cowen

$2

Reiterated Hold X

BE Bloom Energy

TD Cowen

$13 $20

Reiterated Hold X

BE Bloom Energy

TD Cowen

$10 $13

Initiated Market Perform X

BEN Franklin Resources

TD Cowen

$32

Downgrades Buy Hold X

BF-B Brown-Forman

TD Cowen

$50 $48

Initiated Underperform X

BGS B&G Foods

TD Cowen

$10

Downgrades Outperform Mkt Perform X

BHC Bausch Health

TD Cowen

Downgrades Outperform Mkt Perform X

BIRD Allbirds

TD Cowen

$4 $1.50

Initiated Outperform X

BJ BJ’s Wholesale

TD Cowen

$80

Reiterated Buy X

BKR Baker Hughes

TD Cowen

$46 $50

Reiterated Outperform X

BKR Baker Hughes

TD Cowen

$46 $49

Upgrades Mkt Perform Outperform X

BLK BlackRock

TD Cowen

$819 $938

Downgrades Buy Hold X

BMBL Bumble Inc.

TD Cowen

$22 $7.50

Initiated Buy X

BRBR BellRing Brands

TD Cowen

$64

Downgrades Buy Hold X

BRDG Bridge Investment Group

TD Cowen

$10 $10.50

Initiated Outperform X

BRDG Bridge Investment Group

TD Cowen

$11

Initiated Hold X

BRK-B Berkshire Hathaway

TD Cowen

$465

Reiterated Buy X

BROS Dutch Bros

TD Cowen

$50 $47

Upgrades Hold Buy X

BROS Dutch Bros

TD Cowen

$33 $46

Downgrades Outperform Mkt Perform X

BROS Dutch Bros

TD Cowen

$39 $33

Downgrades Buy Hold X

BUD Anheuser-Busch InBev

TD Cowen

$88

Initiated Outperform X

BUD Anheuser-Busch InBev

TD Cowen

Upgrades Hold Buy X

BURL Burlington Stores

TD Cowen

$257 $279

Downgrades Buy Hold X

BWA BorgWarner

TD Cowen

$31

Upgrades Hold Buy X

BX Blackstone

TD Cowen

$149 $230

Initiated Market Perform X

BX Blackstone

TD Cowen

$118

Initiated Underperform X

BYND Beyond Meat

TD Cowen

$10

Initiated Underperform X

CACC Credit Acceptance Corp.

TD Cowen

$360

Initiated Market Perform X

CAG Conagra

TD Cowen

$32

Upgrades Hold Buy X

CAH Cardinal Health

TD Cowen

$130 $144

Reiterated Buy X

CAT Caterpillar

TD Cowen

$338 $340

Reiterated Outperform X

CAT Caterpillar

TD Cowen

$300 $338

Initiated Outperform X

CAVA CAVA Group

TD Cowen

$46

Initiated Market Perform X

CB Chubb

TD Cowen

$254

Initiated Hold X

CBOE Cboe Global Markets

TD Cowen

$205

Upgrades Mkt Perform Outperform X

CCOI Cogent Communications

TD Cowen

Downgrades Outperform Mkt Perform X

CDAY Ceridian HCM

TD Cowen

$69 $71

Downgrades Outperform Mkt Perform X

CDXS Codexis

TD Cowen

$21 $4

Downgrades Buy Hold X

CELH Celsius

TD Cowen

$40 $29

Reiterated Buy X

CELH Celsius

TD Cowen

$85 $68

Initiated Outperform X

CELH Celsius

TD Cowen

$250

Downgrades Outperform Mkt Perform X

CERE Cerevel Therapeutics

TD Cowen

$45

Initiated Outperform X

CERE Cerevel Therapeutics

TD Cowen

Initiated Buy X

CERT Certara

TD Cowen

$16

Reiterated Outperform X

CEVA Ceva

TD Cowen

$25 $28

Initiated Market Perform X

CG Carlyle Group

TD Cowen

$42

Initiated Outperform X

CGEM Cullinan Management

TD Cowen

Initiated Buy X

CHD Church & Dwight

TD Cowen

$116

Downgrades Buy Hold X

CHPT ChargePoint

TD Cowen

$2

Downgrades Outperform Mkt Perform X

CHRD Chord Energy

TD Cowen

$151

Reiterated Hold X

CHRW C.H. Robinson

TD Cowen

$113 $119

Reiterated Hold X

CHRW C.H. Robinson

TD Cowen

$103 $113

Reiterated Hold X

CHRW C.H. Robinson

TD Cowen

$86 $103

Reiterated Hold X

CHRW C.H. Robinson

TD Cowen

$79 $86

Initiated Buy X

CHWY Chewy

TD Cowen

$38

Initiated Buy X

CINT CI&T Inc

TD Cowen

$9

Initiated Buy X

CIVI Civitas Resources

TD Cowen

$90

Initiated Buy X

CL Colgate-Palmolive

TD Cowen

$110

Initiated Buy X

CLH Clean Harbors

TD Cowen

$325

Downgrades Buy Hold X

CLMT Calumet Specialty Products

TD Cowen

$26 $16

Reiterated Buy X

CLMT Calumet Specialty Products

TD Cowen

$27 $26

Reiterated Buy X

CLMT Calumet Specialty Products

TD Cowen

$22 $27

Reiterated Buy X

CLMT Calumet Specialty Products

TD Cowen

$20 $18

Upgrades Sell Hold X

CLX Clorox

TD Cowen

$155 $170

Initiated Sell X

CLX Clorox

TD Cowen

$122

Downgrades Outperform Mkt Perform X

CMAX CareMax

TD Cowen

$7 $4

Initiated Hold X

CME CME Group

TD Cowen

$221

Reiterated Outperform X

CMG Chipotle Mexican Grill

TD Cowen

$2050 $2200

Reiterated Buy X

CMI Cummins

TD Cowen

$272 $292

Reiterated Outperform X

CMI Cummins

TD Cowen

$260 $272

Initiated Buy X

CNTA Centessa Pharmaceuticals

TD Cowen

Initiated Hold X

CNX CNX Resources

TD Cowen

$27

Initiated Buy X

CODI Compass Diversified

TD Cowen

$34

Initiated Market Perform X

COF Capital One

TD Cowen

$106

Reiterated Buy X

COHU Cohu

TD Cowen

$36 $30

Reiterated Outperform X

COHU Cohu

TD Cowen

$38 $40

Downgrades Mkt Perform Underperform X

COIN Coinbase Global

TD Cowen

$36

Downgrades Outperform Mkt Perform X

COLM Columbia Sportswear

TD Cowen

$94 $83

Initiated Buy X

COP ConocoPhillips

TD Cowen

$125

Downgrades Buy Hold X

COTY Coty

TD Cowen

$11 $8.50

Upgrades Mkt Perform Outperform X

COTY Coty

TD Cowen

$13 $16

Reiterated Buy X

CPA Copa Holdings

TD Cowen

$145 $130

Reiterated Buy X

CPA Copa Holdings

TD Cowen

$160 $145

Reiterated Buy X

CPA Copa Holdings

TD Cowen

$145 $160

Initiated Market Perform X

CPB Campbell Soup

TD Cowen

$45

Initiated Buy X

CRBG Corebridge Financial

TD Cowen

$35

Reiterated Buy X

CRDO Credo Technology Group

TD Cowen

$35 $40

Upgrades Hold Buy X

CRDO Credo Technology Group

TD Cowen

$24 $35

Reiterated Market Perform X

CRDO Credo Technology Group

TD Cowen

$20 $24

Reiterated Market Perform X

CRDO Credo Technology Group

TD Cowen

$16 $20

Reiterated Market Perform X

CRDO Credo Technology Group

TD Cowen

$14 $16

Initiated Market Perform X

CRL Charles River

TD Cowen

$212

Upgrades Hold Buy X

CRM Salesforce

TD Cowen

$380 $400

Resumed Hold X

CRNC Cerence

TD Cowen

$11.50

Initiated Buy X

CRNX Crinetics Pharmaceuticals

TD Cowen

Upgrades Sell Hold X

CRSP CRISPR Therapeutics

TD Cowen

$35

Downgrades Mkt Perform Underperform X

CRSP CRISPR Therapeutics

TD Cowen

$30

Reiterated Buy X

CRUS Cirrus Logic

TD Cowen

$100 $115

Reiterated Outperform X

CRUS Cirrus Logic

TD Cowen

$90 $100

Reiterated Outperform X

CRUS Cirrus Logic

TD Cowen

$110 $100

Reiterated Hold X

CSX CSX

TD Cowen

$36 $35

Reiterated Market Perform X

CSX CSX

TD Cowen

$32 $36

Reiterated Market Perform X

CSX CSX

TD Cowen

$35 $37

Reiterated Market Perform X

CTS CTS Corp

TD Cowen

$38 $46

Upgrades Mkt Perform Outperform X

CVLG Covenant Logistics

TD Cowen

$51 $66

Upgrades Hold Buy X

CVS CVS Health

TD Cowen

$59 $85

Downgrades Buy Hold X

CVS CVS Health

TD Cowen

$99 $59

Reiterated Hold X

CVX Chevron

TD Cowen

$155 $160

Downgrades Outperform Mkt Perform X

CVX Chevron

TD Cowen

$170 $150

Downgrades Outperform Mkt Perform X

CYXT Cyxtera Technologies

TD Cowen

$3 $1

Reiterated Buy X

DAL Delta Air Lines

TD Cowen

$78 $90

Reiterated Buy X

DAL Delta Air Lines

TD Cowen

$59 $75

Reiterated Buy X

DAL Delta Air Lines

TD Cowen

$61 $59

Reiterated Buy X

DAL Delta Air Lines

TD Cowen

$55 $61

Reiterated Hold X

DAR Darling Ingredients

TD Cowen

$45 $43

Initiated Outperform X

DDOG Datadog

TD Cowen

$120

Reiterated Hold X

DE Deere

TD Cowen

$383 $390

Reiterated Market Perform X

DE Deere

TD Cowen

$438 $396

Reiterated Hold X

DELL Dell

TD Cowen

$128 $120

Reiterated Hold X

DELL Dell

TD Cowen

$155 $128

Reiterated Hold X

DELL Dell

TD Cowen

$105 $155

Reiterated Market Perform X

DELL Dell

TD Cowen

$75 $105

Reiterated Market Perform X

DELL Dell

TD Cowen

$58 $75

Reiterated Market Perform X

DELL Dell

TD Cowen

$45 $58

Initiated Market Perform X

DEO Diageo plc

TD Cowen

Upgrades Sell Hold X

DESP Despegar.com

TD Cowen

Downgrades Buy Sell X

DESP Despegar.com

TD Cowen

$12 $14

Initiated Outperform X

DFS Discover Financial Services

TD Cowen

$100

Initiated Outperform X

DICE DICE Therapeutics

TD Cowen

Reiterated Market Perform X

DINO HF Sinclair

TD Cowen

$50 $52

Reiterated Market Perform X

DINO HF Sinclair

TD Cowen

$50 $44

Downgrades Outperform Mkt Perform X

DINO HF Sinclair

TD Cowen

$58 $52

Reiterated Outperform X

DIOD Diodes

TD Cowen

$72 $85

Reiterated Sell X

DK Delek US Holdings

TD Cowen

$19 $18

Downgrades Hold Sell X

DK Delek US Holdings

TD Cowen

$20

Reiterated Hold X

DK Delek US Holdings

TD Cowen

$27 $25

Reiterated Market Perform X

DK Delek US Holdings

TD Cowen

$23 $24

Reiterated Hold X

DNMR Danimer Scientific

TD Cowen

$40 $5.50

Downgrades Buy Hold X

DNMR Danimer Scientific

TD Cowen

$2 $1

Downgrades Outperform Mkt Perform X

DOMO Domo

TD Cowen

$20 $14

Upgrades Mkt Perform Outperform X

DPZ Domino’s Pizza

TD Cowen

$420 $450

Downgrades Buy Hold X

DRI Darden Restaurants

TD Cowen

$170 $150

Downgrades Buy Hold X

DRIO DarioHealth

TD Cowen

$2 $1

Reiterated Outperform X

DSKE Daseke

TD Cowen

$15 $12

Initiated Outperform X

DT Dynatrace

TD Cowen

$57

Downgrades Outperform Mkt Perform X

DXC DXC Technology

TD Cowen

$34 $25

Initiated Outperform X

EDR Endeavor Group

TD Cowen

$28

Initiated Market Perform X

EHAB Enhabit Inc.

TD Cowen

$12

Initiated Outperform X

EL Estee Lauder

TD Cowen

$28

Upgrades Hold Buy X

ELF e.l.f. Beauty

TD Cowen

$220 $190

Initiated Outperform X

ELVN Enliven Therapeutics

TD Cowen

Reiterated Buy X

ENPH Enphase Energy

TD Cowen

$120 $100

Reiterated Buy X

ENPH Enphase Energy

TD Cowen

$130 $120

Reiterated Buy X

ENPH Enphase Energy

TD Cowen

$140 $145

Initiated Market Perform X

ENVA Enova International

TD Cowen

$45

Downgrades Outperform Mkt Perform X

ENVX Enovix

TD Cowen

$19 $20

Initiated Market Perform X

EOSE Eos Energy

TD Cowen

$2.50

Reiterated Hold X

EQNR Equinor

TD Cowen

$28 $30

Resumed Hold X

EQNR Equinor

TD Cowen

$28

Initiated Market Perform X

EQNR Equinor

TD Cowen

$28

Resumed Hold X

EQT EQT Corp.

TD Cowen

$43

Upgrades Hold Buy X

ERJ Embraer SA

TD Cowen

$26 $41

Upgrades Hold Buy X

ERO Ero Copper

TD Cowen

Initiated Market Perform X

ESTC Elastic

TD Cowen

$65

Initiated Market Perform X

EVEX Eve Holding

TD Cowen

Upgrades Hold Buy X

EVGO EVgo Inc.

TD Cowen

$5 $7

Downgrades Outperform Mkt Perform X

EVGO EVgo Inc.

TD Cowen

$6 $4

Downgrades Buy Hold X

EW Edwards Lifesciences

TD Cowen

$100 $70

Reiterated Sell X

EXPD Expeditors Intl

TD Cowen

$106 $108

Downgrades Hold Sell X

EXPD Expeditors Intl

TD Cowen

$112 $106

Reiterated Hold X

EXPD Expeditors Intl

TD Cowen

$111 $112

Downgrades Buy Hold X

EXPE Expedia Group

TD Cowen

$130 $150

Initiated Hold X

F Ford Motor

TD Cowen

$10

Reiterated Hold X

FCEL FuelCell Energy

TD Cowen

$2 $12

Upgrades Hold Buy X

FCFS FirstCash

TD Cowen

$130 $145

Initiated Market Perform X

FCFS FirstCash

TD Cowen

$120

Upgrades Hold Buy X

FDX FedEx

TD Cowen

$328 $337

Reiterated Buy X

FDX FedEx

TD Cowen

$334 $328

Resumed Buy X

FDX FedEx

TD Cowen

Reiterated Buy X

FDX FedEx

TD Cowen

$320 $335

Reiterated Outperform X

FDX FedEx

TD Cowen

$293 $320

Reiterated Outperform X

FDX FedEx

TD Cowen

$290 $293

Upgrades Hold Buy X

FHI Federated Hermes

TD Cowen

$35 $46

Initiated Market Perform X

FHI Federated Hermes

TD Cowen

$32

Initiated Outperform X

FI Fiserv

TD Cowen

$136

Initiated Market Perform X

FIS Fidelity Nat’l Info

TD Cowen

$56

Initiated Hold X

FND Floor & Decor

TD Cowen

$125

Upgrades Hold Buy X

FNV Franco-Nevada

TD Cowen

Reiterated Hold X

FORM FormFactor

TD Cowen

$60 $44

Reiterated Hold X

FORM FormFactor

TD Cowen

$48 $60

Reiterated Hold X

FORM FormFactor

TD Cowen

$37 $48

Reiterated Market Perform X

FORM FormFactor

TD Cowen

$33 $37

Downgrades Outperform Mkt Perform X

FREY FREYR Battery

TD Cowen

$14 $7

Initiated Buy X

FROG JFrog

TD Cowen

$50

Initiated Outperform X

FRPT Freshpet

TD Cowen

$90

Downgrades Outperform Mkt Perform X

FSR Fisker

TD Cowen

$11 $1

Reiterated Outperform X

FSR Fisker

TD Cowen

$19 $14

Reiterated Buy X

FTI TechnipFMC

TD Cowen

$35 $37

Reiterated Outperform X

FTI TechnipFMC

TD Cowen

$26 $28

Upgrades Hold Buy X

FTNT Fortinet

TD Cowen

$75

Downgrades Outperform Mkt Perform X

FTNT Fortinet

TD Cowen

$90 $70

Initiated Hold X

FTRE Fortrea

TD Cowen

$27

Upgrades Hold Buy X

FTV Fortive

TD Cowen

$75 $90

Initiated Outperform X

FWONA Formula One Group

TD Cowen

$90

Downgrades Buy Hold X

FYBR Frontier Communications Parent

TD Cowen

Upgrades Hold Buy X

G Genpact

TD Cowen

$45 $60

Reiterated Market Perform X

GATX GATX

TD Cowen

$122 $136

Downgrades Outperform Mkt Perform X

GATX GATX

TD Cowen

$135 $137

Downgrades Outperform Mkt Perform X

GBIO Generation Bio

TD Cowen

Reiterated Buy X

GBX Greenbrier

TD Cowen

$53 $60

Downgrades Buy Hold X

GCMG GCM Grosvenor

TD Cowen

$13.50 $12.50

Upgrades Mkt Perform Outperform X

GCMG GCM Grosvenor

TD Cowen

$9.50 $10

Initiated Market Perform X

GCMG GCM Grosvenor

TD Cowen

$9.50

Upgrades Mkt Perform Outperform X

GDRX GoodRx

TD Cowen

$6.50 $12

Upgrades Hold Buy X

GE GE Aerospace

TD Cowen

$175 $180

Initiated Buy X

GERN Geron

TD Cowen

$10

Initiated Outperform X

GFL GFL Environmental

TD Cowen

$40

Reiterated Buy X

GFS GlobalFoundries

TD Cowen

$65 $55

Reiterated Outperform X

GFS GlobalFoundries

TD Cowen

$80 $70

Reiterated Hold X

GIS General Mills

TD Cowen

$75 $64

Initiated Market Perform X

GIS General Mills

TD Cowen

$70

Initiated Buy X

GL Globe Life

TD Cowen

$150

Downgrades Buy Hold X

GLYC GlycoMimetics

TD Cowen

Initiated Buy X

GM General Motors

TD Cowen

$105

Reiterated Buy X

GNRC Generac

TD Cowen

$172 $183

Reiterated Buy X

GNRC Generac

TD Cowen

$144 $172

Reiterated Outperform X

GNRC Generac

TD Cowen

$165 $144

Downgrades Buy Hold X

GO Grocery Outlet

TD Cowen

$25 $16

Reiterated Buy X

GOOG Alphabet

TD Cowen

$200 $220

Reiterated Outperform X

GOOGL Alphabet A

TD Cowen

$130 $140

Downgrades Outperform Mkt Perform X

GOOS Canada Goose

TD Cowen

$22 $15

Initiated Outperform X

GPN Global Payments

TD Cowen

$150

Initiated Hold X

GPOR Gulfport Energy

TD Cowen

$185

Upgrades Hold Buy X

GPS Gap

TD Cowen

$28 $30

Downgrades Buy Hold X

GSHD Goosehead Insurance

TD Cowen

$98 $94

Initiated Outperform X

GSHD Goosehead Insurance

TD Cowen

$105

Initiated Buy X

GT Goodyear Tire

TD Cowen

$14

Reiterated Buy X

GTLS Chart Industries

TD Cowen

$205 $210

Reiterated Outperform X

GTLS Chart Industries

TD Cowen

$230 $260

Reiterated Buy X

GXO GXO Logistics

TD Cowen

$78 $80

Reiterated Outperform X

GXO GXO Logistics

TD Cowen

$70 $78

Reiterated Outperform X

GXO GXO Logistics

TD Cowen

$72 $70

Reiterated Hold X

HA Hawaiian Holdings

TD Cowen

$13 $18

Reiterated Hold X

HA Hawaiian Holdings

TD Cowen

$12 $13

Reiterated Buy X

HAL Halliburton

TD Cowen

$47 $45

Reiterated Buy X

HAL Halliburton

TD Cowen

$47 $48

Reiterated Outperform X

HAL Halliburton

TD Cowen

$49 $51

Initiated Outperform X

HALO Halozyme Therapeutics

TD Cowen

$54

Initiated Outperform X

HARP Harpoon Therapeutics

TD Cowen

Downgrades Outperform Mkt Perform X

HCP HashiCorp

TD Cowen

$28 $23

Reiterated Outperform X

HD Home Depot

TD Cowen

$350 $415

Initiated Outperform X

HIG Hartford Financial

TD Cowen

$132

Downgrades Buy Hold X

HII Huntington Ingalls

TD Cowen

$180

Initiated Outperform X

HIMS Hims & Hers Health

TD Cowen

$11

Reiterated Hold X

HPQ HP Inc.

TD Cowen

$39 $38

Reiterated Hold X

HPQ HP Inc.

TD Cowen

$32 $39

Reiterated Hold X

HPQ HP Inc.

TD Cowen

$30 $32

Downgrades Outperform Mkt Perform X

HSY Hershey Foods

TD Cowen

$235 $200

Initiated Outperform X

HSY Hershey Foods

TD Cowen

$250

Initiated Outperform X

HUBB Hubbell

TD Cowen

$338

Reiterated Hold X

HUBG Hub Group

TD Cowen

$43 $49

Downgrades Buy Hold X

HUBG Hub Group

TD Cowen

$50 $43

Reiterated Outperform X

HUBG Hub Group

TD Cowen

$52 $54

Reiterated Outperform X

HUBG Hub Group

TD Cowen

$101 $104

Downgrades Buy Hold X

HUBS HubSpot

TD Cowen

$680 $725

Downgrades Buy Hold X

HUM Humana

TD Cowen

$402 $261

Initiated Buy X

ICE Intercontinental Exchange

TD Cowen

$182

Reiterated Buy X

ICHR ICHOR Corporation

TD Cowen

$40 $38

Reiterated Buy X

ICHR ICHOR Corporation

TD Cowen

$35 $40

Reiterated Buy X

ICHR ICHOR Corporation

TD Cowen

$48 $35

Reiterated Buy X

ICHR ICHOR Corporation

TD Cowen

$42 $48

Reiterated Outperform X

ICHR ICHOR Corporation

TD Cowen

$31 $42

Reiterated Outperform X

ICHR ICHOR Corporation

TD Cowen

$40 $33

Initiated Outperform X

ICLR ICON plc

TD Cowen

$306

Downgrades Buy Hold X

ILMN Illumina

TD Cowen

$177 $140

Upgrades Hold Buy X

ILMN Illumina

TD Cowen

$126 $144

Downgrades Outperform Mkt Perform X

ILMN Illumina

TD Cowen

$144

Downgrades Outperform Mkt Perform X

IMRX Immuneering Corporation

TD Cowen

Reiterated Hold X

INTC Intel

TD Cowen

$42 $35

Reiterated Market Perform X

INTC Intel

TD Cowen

$45 $42

Reiterated Market Perform X

INTC Intel

TD Cowen

$38 $45

Reiterated Market Perform X

INTC Intel

TD Cowen

$31 $38

Initiated Buy X

IRON Disc Medicine

TD Cowen

Initiated Outperform X

ITCI Intra-Cellular Therapies

TD Cowen

$75

Reiterated Outperform X

ITRI Itron

TD Cowen

$107 $110

Initiated Buy X

IVA Inventiva

TD Cowen

$10

Initiated Outperform X

IVZ Invesco

TD Cowen

$21

Reiterated Hold X

JBHT J.B. Hunt Transport

TD Cowen

$180 $171

Reiterated Hold X

JBHT J.B. Hunt Transport

TD Cowen

$160 $182

Reiterated Hold X

JBHT J.B. Hunt Transport

TD Cowen

$181 $161

Reiterated Hold X

JBHT J.B. Hunt Transport

TD Cowen

$193 $181

Reiterated Market Perform X

JBHT J.B. Hunt Transport

TD Cowen

$178 $199

Reiterated Hold X

JBLU JetBlue Airways

TD Cowen

$5 $6

Reiterated Hold X

JBLU JetBlue Airways

TD Cowen

$6 $5

Reiterated Hold X

JBLU JetBlue Airways

TD Cowen

$4 $6

Reiterated Hold X

JBLU JetBlue Airways

TD Cowen

$6 $4

Reiterated Hold X

JBLU JetBlue Airways

TD Cowen

$7 $6

Upgrades Hold Buy X

JHG Janus Henderson Group

TD Cowen

$34 $37

Initiated Market Perform X

JHG Janus Henderson Group

TD Cowen

$30

Initiated Hold X

JILL J. Jill

TD Cowen

$37

Initiated Outperform X

JSPR Jasper Therapeutics

TD Cowen

Initiated Market Perform X

K Kellogg

TD Cowen

$63

Initiated Buy X

KALV KalVista Pharmaceuticals

TD Cowen

$30

Downgrades Buy Hold X

KBR KBR

TD Cowen

$72

Initiated Market Perform X

KHC Kraft Heinz

TD Cowen

$35

Initiated Outperform X

KKR KKR

TD Cowen

$96

Reiterated Hold X

KLAC KLA Corporation

TD Cowen

$760 $725

Reiterated Hold X

KLAC KLA Corporation

TD Cowen

$700 $760

Reiterated Hold X

KLAC KLA Corporation

TD Cowen

$650 $700

Reiterated Market Perform X

KLAC KLA Corporation

TD Cowen

$525 $650

Reiterated Hold X

KLIC Kulicke & Soffa

TD Cowen

$45 $50

Reiterated Hold X

KLIC Kulicke & Soffa

TD Cowen

$52 $45

Downgrades Buy Hold X

KMB Kimberly-Clark

TD Cowen

$145

Initiated Buy X

KMB Kimberly-Clark

TD Cowen

$161

Initiated Outperform X

KMPR Kemper

TD Cowen

$70

Initiated Hold X

KNSL Kinsale Capital

TD Cowen

$403

Reiterated Buy X

KNX Knight-Swift

TD Cowen

$62 $65

Reiterated Buy X

KNX Knight-Swift

TD Cowen

$55 $56

Reiterated Buy X

KNX Knight-Swift

TD Cowen

$47 $57

Reiterated Buy X

KNX Knight-Swift

TD Cowen

$58 $52

Reiterated Outperform X

KNX Knight-Swift

TD Cowen

$58 $61

Upgrades Hold Buy X

KO Coca-Cola

TD Cowen

$75

Downgrades Buy Hold X

KRON Kronos

TD Cowen

Downgrades Buy Hold X

KROS Keros Therapeutics

TD Cowen

Initiated Hold X

KRUS Kura Sushi

TD Cowen

$72

Downgrades Buy Hold X

KSS Kohl’s

TD Cowen

$25 $21

Upgrades Mkt Perform Outperform X

KSS Kohl’s

TD Cowen

$23 $30

Initiated Buy X

LAB Standard BioTools

TD Cowen

$3.50

Initiated Buy X

LAMR Lamar Advertising

TD Cowen

$135

Reiterated Outperform X

LAZR Luminar Technologies

TD Cowen

$12 $10

Reiterated Hold X

LBRT Liberty Energy

TD Cowen

$21 $20

Reiterated Hold X

LBRT Liberty Energy

TD Cowen

$19 $21

Initiated Hold X

LCID Lucid Group

TD Cowen

$2.30

Downgrades Buy Hold X

LDOS Leidos

TD Cowen

$200 $165

Downgrades Buy Hold X

LEA Lear

TD Cowen

$95

Initiated Outperform X

LEVI Levi Strauss

TD Cowen

$16

Downgrades Outperform Mkt Perform X

LFST LifeStance Health Group

TD Cowen

$8 $9

Reiterated Hold X

LFUS Littelfuse

TD Cowen

$250 $260

Downgrades Outperform Mkt Perform X

LICY Li-Cycle

TD Cowen

Upgrades Hold Buy X

LIN Linde plc

TD Cowen

Reiterated Market Perform X

LIN Linde plc

TD Cowen

$395 $455

Initiated Market Perform X

LMND Lemonade

TD Cowen

$17

Upgrades Hold Buy X

LMT Lockheed Martin

TD Cowen

$480 $560

Initiated Hold X

LNC Lincoln National

TD Cowen

$34

Reiterated Buy X

LNG Cheniere Energy

TD Cowen

$242 $250

Reiterated Buy X

LNG Cheniere Energy

TD Cowen

$202 $242

Reiterated Buy X

LNG Cheniere Energy

TD Cowen

$192 $202

Reiterated Outperform X

LNG Cheniere Energy

TD Cowen

$185 $178

Initiated Outperform X

LNTH Lantheus Holdings

TD Cowen

$100

Initiated Hold X

LNZA LanzaTech

TD Cowen

$3

Upgrades Hold Buy X

LPLA LPL Financial

TD Cowen

$277 $413

Initiated Market Perform X

LPLA LPL Financial

TD Cowen

$224

Reiterated Buy X

LRCX Lam Research

TD Cowen

$1000 $1050

Reiterated Buy X

LRCX Lam Research

TD Cowen

$975 $1000

Reiterated Outperform X

LRCX Lam Research

TD Cowen

$710 $975

Reiterated Buy X

LSCC Lattice Semi

TD Cowen

$60 $50

Reiterated Buy X

LSCC Lattice Semi

TD Cowen

$80 $60

Reiterated Hold X

LSTR Landstar System

TD Cowen

$176 $174

Reiterated Hold X

LSTR Landstar System

TD Cowen

$171 $176

Reiterated Hold X

LUV Southwest Air

TD Cowen

$25 $28

Reiterated Hold X

LUV Southwest Air

TD Cowen

$19 $25

Reiterated Hold X

LUV Southwest Air

TD Cowen

$26 $19

Reiterated Hold X

LUV Southwest Air

TD Cowen

$26 $25

Reiterated Market Perform X

LUV Southwest Air

TD Cowen

$20 $26

Downgrades Outperform Mkt Perform X

LUV Southwest Air

TD Cowen

$26 $20

Downgrades Buy Hold X

LW Lamb Weston

TD Cowen

$105 $61

Initiated Outperform X

LW Lamb Weston

TD Cowen

$125

Reiterated Market Perform X

LYFT Lyft

TD Cowen

$9 $11

Initiated Buy X

MA Mastercard

TD Cowen

$545

Downgrades Outperform Mkt Perform X

M Macy’s

TD Cowen

$23 $20

Downgrades Buy Hold X

MAX MediaAlpha

TD Cowen

$19 $13

Initiated Outperform X

MAX MediaAlpha

TD Cowen

$15

Reiterated Buy X

MBLY Mobileye Global

TD Cowen

$15 $19

Reiterated Buy X

MBLY Mobileye Global

TD Cowen

$35 $37

Reiterated Outperform X

MBLY Mobileye Global

TD Cowen

$38 $35

Downgrades Buy Hold X

MCD McDonald’s

TD Cowen

$285 $280

Reiterated Hold X

MCHP Microchip

TD Cowen

$50 $60

Reiterated Hold X

MCHP Microchip

TD Cowen

$80 $70

Reiterated Hold X

MCHP Microchip

TD Cowen

$80 $90

Reiterated Market Perform X

MCHP Microchip

TD Cowen

$75 $80

Reiterated Market Perform X

MCHP Microchip

TD Cowen

$85 $80

Initiated Outperform X

MDLZ Mondelez Int’l

TD Cowen

$82

Initiated Outperform X

MDXH MDxHealth SA

TD Cowen

$7

Initiated Buy X

MEDP Medpace

TD Cowen

$452

Initiated Buy X

MET MetLife

TD Cowen

$97

Reiterated Buy X

META Meta Platforms

TD Cowen

$530 $600

Reiterated Outperform X

META Meta Platforms

TD Cowen

$415 $500

Upgrades Mkt Perform Outperform X

META Meta Platforms

TD Cowen

$220 $345

Reiterated Market Perform X

META Meta Platforms

TD Cowen

$195 $220

Downgrades Buy Hold X

MGNX MacroGenics

TD Cowen

Upgrades Hold Buy X

MGNX MacroGenics

TD Cowen

Downgrades Buy Hold X

MGPI MGP Ingredients

TD Cowen

$66 $50

Upgrades Hold Buy X

MKC McCormick

TD Cowen

$86 $90

Initiated Market Perform X

MKC McCormick

TD Cowen

$87

Downgrades Buy Hold X

MKL Markel Group

TD Cowen

$1986 $1836

Initiated Buy X

MKL Markel Group

TD Cowen

$1986

Initiated Market Perform X

MMC Marsh McLennan

TD Cowen

$189

Reiterated Hold X

MNST Monster Beverage

TD Cowen

$50 $55

Reiterated Hold X

MNST Monster Beverage

TD Cowen

$60 $55

Reiterated Buy X

MPC Marathon Petroleum

TD Cowen

$170

Reiterated Buy X

MPC Marathon Petroleum

TD Cowen

$174 $170

Reiterated Buy X

MPC Marathon Petroleum

TD Cowen

$187 $190

Reiterated Outperform X

MPC Marathon Petroleum

TD Cowen

$168 $170

Reiterated Buy X

MPWR Monolithic Power

TD Cowen

$1100 $975

Reiterated Buy X

MPWR Monolithic Power

TD Cowen

$925 $1100

Reiterated Outperform X

MPWR Monolithic Power

TD Cowen

$650 $800

Reiterated Outperform X

MPWR Monolithic Power

TD Cowen

$550 $500

Downgrades Buy Hold X

MRK Merck

TD Cowen

$121 $100

Upgrades Mkt Perform Outperform X

MRK Merck

TD Cowen

$125 $135

Downgrades Outperform Mkt Perform X

MRNA Moderna

TD Cowen

$145 $125

Upgrades Mkt Perform Outperform X

MRNA Moderna

TD Cowen

$150 $180

Initiated Outperform X

MRUS Merus

TD Cowen

Reiterated Buy X

MRVL Marvell

TD Cowen

$125 $95

Reiterated Buy X

MRVL Marvell

TD Cowen

$90 $125

Reiterated Outperform X

MRVL Marvell

TD Cowen

$75 $90

Reiterated Outperform X

MSFT Microsoft

TD Cowen

$330 $390

Reiterated Outperform X

MSFT Microsoft

TD Cowen

$300 $330

Initiated Outperform X

MSTR MicroStrategy

TD Cowen

$520

Reiterated Outperform X

MTSI MACOM Tech

TD Cowen

$75 $65

Reiterated Buy X

MTZ MasTec

TD Cowen

$115 $160

Reiterated Outperform X

MTZ MasTec

TD Cowen

$85 $105

Reiterated Buy X

MU Micron

TD Cowen

$135 $125

Reiterated Buy X

MU Micron

TD Cowen

$115 $135

Reiterated Buy X

MU Micron

TD Cowen

$160 $115

Reiterated Buy X

MU Micron

TD Cowen

$150 $160

Reiterated Outperform X

MU Micron

TD Cowen

$120 $150

Reiterated Outperform X

MU Micron

TD Cowen

$100 $120

Reiterated Outperform X

MU Micron

TD Cowen

$78 $100

Downgrades Buy Hold X

MWA Mueller Water

TD Cowen

$19 $20

Upgrades Mkt Perform Outperform X

MWA Mueller Water

TD Cowen

$11 $19

Downgrades Outperform Mkt Perform X

MYE Myers Industries

TD Cowen

$28.50 $23.75

Upgrades Hold Buy X

MYTE Mytheresa

TD Cowen

$13 $14

Downgrades Outperform Mkt Perform X

MYTE Mytheresa

TD Cowen

$13 $7

Initiated Buy X

NAMS NewAmsterdam Pharma

TD Cowen

Downgrades Mkt Perform Underperform X

NAVI Navient

TD Cowen

$17 $15

Initiated Market Perform X

NAVI Navient

TD Cowen

$17

Initiated Hold X

NDAQ NASDAQ

TD Cowen

$83

Reiterated Buy X

NEXT NextDecade

TD Cowen

$7 $9

Reiterated Buy X

NFLX Netflix

TD Cowen

$725 $775

Reiterated Outperform X

NFLX Netflix

TD Cowen

$565 $600

Reiterated Outperform X

NFLX Netflix

TD Cowen

$515 $500

Downgrades Outperform Mkt Perform X

NGM NGM Biopharmaceuticals

TD Cowen

Downgrades Outperform Mkt Perform X

NKE NIKE

TD Cowen

$129 $104

Downgrades Outperform Mkt Perform X

NKLA Nikola Corporation

TD Cowen

$5 $1

Upgrades Mkt Perform Outperform X

NKTR Nektar Therapeutics

TD Cowen

Initiated Market Perform X

NNI Nelnet

TD Cowen

$95

Upgrades Hold Buy X

NOA North American Construction Group

TD Cowen

Initiated Hold X

NOVA Sunnova Energy

TD Cowen

$5

Reiterated Buy X

NOV NOV Inc.

TD Cowen

$28 $22

Reiterated Buy X

NOV NOV Inc.

TD Cowen

$27 $28

Reiterated Buy X

NOV NOV Inc.

TD Cowen

$27 $26

Reiterated Outperform X

NOV NOV Inc.

TD Cowen

$31 $30

Reiterated Outperform X

NRGV Energy Vault

TD Cowen

$6 $5

Reiterated Hold X

NSC Norfolk Southern

TD Cowen

$251 $253

Reiterated Market Perform X

NSC Norfolk Southern

TD Cowen

$236 $253

Downgrades Outperform Mkt Perform X

NSC Norfolk Southern

TD Cowen

$233 $236

Initiated Buy X

NSSC Napco Security Systems

TD Cowen

$60

Reiterated Buy X

NTAP NetApp

TD Cowen

$160 $130

Reiterated Buy X

NTAP NetApp

TD Cowen

$145 $160

Reiterated Buy X

NTAP NetApp

TD Cowen

$120 $135

Reiterated Outperform X

NTAP NetApp

TD Cowen

$100 $120

Reiterated Outperform X

NTAP NetApp

TD Cowen

$90 $100

Reiterated Outperform X

NTAP NetApp

TD Cowen

$85 $90

Downgrades Outperform Mkt Perform X

NVAX Novavax

TD Cowen

$55 $10

Reiterated Buy X

NVDA NVIDIA

TD Cowen

$165 $175

Reiterated Buy X

NVDA NVIDIA

TD Cowen

$140 $165

Reiterated Buy X

NVDA NVIDIA

TD Cowen

$1100 $1200

Reiterated Outperform X

NVDA NVIDIA

TD Cowen

$900 $1100

Reiterated Outperform X

NVDA NVIDIA

TD Cowen

$700 $900

Reiterated Outperform X

NVDA NVIDIA

TD Cowen

$600 $700

Reiterated Outperform X

NVDA NVIDIA

TD Cowen

$500 $600

Reiterated Buy X

NXPI NXP Semi

TD Cowen

$300 $285

Reiterated Buy X

NXPI NXP Semi

TD Cowen

$330 $310

Reiterated Outperform X

NXPI NXP Semi

TD Cowen

$270 $300

Reiterated Outperform X

NXPI NXP Semi

TD Cowen

$250 $270

Reiterated Outperform X

NXPI NXP Semi

TD Cowen

$240 $250

Initiated Hold X

NXT Nextracker

TD Cowen

$41

Upgrades Hold Buy X

OCUL Ocular Therapeutix

TD Cowen

$7 $11

Reiterated Hold X

ODFL Old Dominion

TD Cowen

$214 $209

Reiterated Hold X

ODFL Old Dominion

TD Cowen

$209 $206

Downgrades Outperform Mkt Perform X

OKTA Okta

TD Cowen

$100 $74

Upgrades Mkt Perform Outperform X

OKTA Okta

TD Cowen

$70 $100

Reiterated Buy X

OLED Universal Display

TD Cowen

$250 $225

Reiterated Outperform X

OLED Universal Display

TD Cowen

$165 $210

Downgrades Outperform Mkt Perform X

OLPX Olaplex

TD Cowen

$10 $4.50

Initiated Outperform X

OMF OneMain Holdings

TD Cowen

$43

Reiterated Buy X

ON ON Semiconductor

TD Cowen

$85 $90

Reiterated Buy X

ON ON Semiconductor

TD Cowen

$90 $85

Reiterated Outperform X

ON ON Semiconductor

TD Cowen

$80 $90

Initiated Outperform X

ONON On

TD Cowen

$39

Downgrades Buy Hold X

OR Osisko Gold Royalties

TD Cowen

Reiterated Hold X

ORA Ormat Tech

TD Cowen

$70 $76

Reiterated Market Perform X

ORA Ormat Tech

TD Cowen

$74 $70

Initiated Hold X

OUT OUTFRONT Media

TD Cowen

$16

Upgrades Hold Buy X

OWL Blue Owl Capital

TD Cowen

$28

Downgrades Buy Hold X

OWL Blue Owl Capital

TD Cowen

$21.50 $19

Initiated Outperform X

OWL Blue Owl Capital

TD Cowen

$17

Upgrades Mkt Perform Outperform X

OXY Occidental Petro

TD Cowen

$63 $70

Upgrades Mkt Perform Outperform X

PACB Pacific Biosciences

TD Cowen

$13 $15

Reiterated Outperform X

PANW Palo Alto Networks

TD Cowen

$207 $235

Reiterated Buy X

PARR Par Pacific

TD Cowen

$21 $17

Reiterated Buy X

PARR Par Pacific

TD Cowen

$36 $32

Reiterated Buy X

PARR Par Pacific

TD Cowen

$42 $36

Reiterated Buy X

PARR Par Pacific

TD Cowen

$45 $42

Reiterated Outperform X

PARR Par Pacific

TD Cowen

$32 $28

Downgrades Buy Hold X

PATH UiPath

TD Cowen

$28 $17

Downgrades Outperform Mkt Perform X

PAYC Paycom Software

TD Cowen

$331 $202

Downgrades Outperform Mkt Perform X

PAYX Paychex

TD Cowen

$132 $123

Reiterated Sell X

PBF PBF Energy

TD Cowen

$19 $17

Downgrades Hold Sell X

PBF PBF Energy

TD Cowen

$27 $20

Reiterated Hold X

PBF PBF Energy

TD Cowen

$32 $27

Reiterated Market Perform X

PBF PBF Energy

TD Cowen

$35 $41

Reiterated Market Perform X

PCAR PACCAR

TD Cowen

$91 $108

Upgrades Mkt Perform Outperform X

PCRX Pacira BioSciences

TD Cowen

$50

Reiterated Buy X

PCT PureCycle Technologies

TD Cowen

$10 $15

Reiterated Buy X

PCT PureCycle Technologies

TD Cowen

$7.50 $10

Initiated Outperform X

PCVX Vaxcyte

TD Cowen

Downgrades Outperform Mkt Perform X

PD PagerDuty

TD Cowen

$29 $23

Downgrades Buy Hold X

PEP PepsiCo

TD Cowen

$190 $183

Reiterated Buy X

PEP PepsiCo

TD Cowen

$200 $190

Downgrades Outperform Mkt Perform X

PFE Pfizer

TD Cowen

$32

Initiated Buy X

PG Procter & Gamble

TD Cowen

$189

Initiated Market Perform X

PGR Progressive

TD Cowen

$174

Upgrades Underperform Mkt Perform X

PH Parker-Hannifin

TD Cowen

$300 $500

Initiated Market Perform X

PIII P3 Health Partners

TD Cowen

Initiated Buy X

PINS Pinterest

TD Cowen

$38

Downgrades Outperform Mkt Perform X

PLL Piedmont Lithium

TD Cowen

$55 $20

Upgrades Hold Buy X

PLNT Planet Fitness

TD Cowen

$66 $92

Downgrades Outperform Mkt Perform X

PLNT Planet Fitness

TD Cowen

$55

Reiterated Hold X

POWI Power Integrations

TD Cowen

$80 $70

Reiterated Market Perform X

POWI Power Integrations

TD Cowen

$65 $80

Upgrades Mkt Perform Outperform X

PR Permian Resources

TD Cowen

$15

Initiated Outperform X

PRG PROG Holdings

TD Cowen

$37

Initiated Buy X

PRI Primerica

TD Cowen

$314

Initiated Buy X

PRME Prime Medicine

TD Cowen

Initiated Hold X

PRU Prudential

TD Cowen

$130

Downgrades Buy Hold X

PSN Parsons

TD Cowen

$105

Reiterated Buy X

PSTG Pure Storage

TD Cowen

$70 $80

Reiterated Buy X

PSTG Pure Storage

TD Cowen

$80 $70

Reiterated Buy X

PSTG Pure Storage

TD Cowen

$60 $80

Reiterated Outperform X

PSTG Pure Storage

TD Cowen

$42 $60

Reiterated Outperform X

PSTG Pure Storage

TD Cowen

$50 $42

Reiterated Outperform X

PSTG Pure Storage

TD Cowen

$44 $50

Reiterated Buy X

PSX Phillips 66

TD Cowen

$162 $150

Reiterated Buy X

PSX Phillips 66

TD Cowen

$155 $162

Reiterated Buy X

PSX Phillips 66

TD Cowen

$164 $155

Reiterated Outperform X

PSX Phillips 66

TD Cowen

$134 $150

Upgrades Mkt Perform Outperform X

PSX Phillips 66

TD Cowen

$110 $123

Reiterated Market Perform X

PSX Phillips 66

TD Cowen

$117 $110

Initiated Buy X

PTGX Protagonist Therapeutics

TD Cowen

$65

Upgrades Mkt Perform Outperform X

PVH PVH

TD Cowen

$86 $150

Reiterated Buy X

PWR Quanta Services

TD Cowen

$280 $335

Reiterated Buy X

PWR Quanta Services

TD Cowen

$270 $280

Reiterated Outperform X

PWR Quanta Services

TD Cowen

$205 $270

Upgrades Hold Buy X

PYCR Paycor

TD Cowen

$18 $22

Initiated Market Perform X

PYPL PayPal

TD Cowen

$66

Reiterated Buy X

QCOM Qualcomm

TD Cowen

$200 $235

Initiated Market Perform X

QLYS Qualys

TD Cowen

$170

Reiterated Hold X

QRVO Qorvo

TD Cowen

$125 $85

Reiterated Hold X

QRVO Qorvo

TD Cowen

$110 $125

Downgrades Outperform Mkt Perform X

QS QuantumScape Corporation

TD Cowen

$14 $8

Downgrades Buy Hold X

QSR Restaurant Brands Int’l

TD Cowen

$70

Upgrades Mkt Perform Outperform X

QSR Restaurant Brands Int’l

TD Cowen

$72 $75

Initiated Outperform X

RETA Reata Pharmaceuticals

TD Cowen

$140

Initiated Hold X

RGA Reinsurance Group of America

TD Cowen

$235

Initiated Buy X

RGEN Repligen

TD Cowen

$200

Initiated Hold X

RIVN Rivian Automotive

TD Cowen

$12.70

Initiated Market Perform X

RJF Raymond James

TD Cowen

$121

Resumed Outperform X

RLGT Radiant Logistics

TD Cowen

$10

Initiated Market Perform X

RNR RenaissanceRe

TD Cowen

Initiated Market Perform X

ROOT Root, Inc.

TD Cowen

Upgrades Hold Buy X

ROP Roper

TD Cowen

$535 $615

Downgrades Outperform Mkt Perform X

ROP Roper

TD Cowen

$535

Upgrades Mkt Perform Outperform X

ROST Ross Stores

TD Cowen

$113 $129

Initiated Market Perform X

RSG Republic Services

TD Cowen

$150

Reiterated Buy X

RUN Sunrun

TD Cowen

$18 $14

Initiated Buy X

RUN Sunrun

TD Cowen

$21

Upgrades Mkt Perform Outperform X

RVLV Revolve Group

TD Cowen

$23 $25

Downgrades Outperform Mkt Perform X

RVLV Revolve Group

TD Cowen

$30 $19

Reiterated Market Perform X

RXO RXO, Inc.

TD Cowen

$16.50 $19.50

Downgrades Buy Hold X

SAGE SAGE Therapeutics

TD Cowen

$16 $10

Reiterated Hold X

SAIA Saia

TD Cowen

$475 $416

Reiterated Hold X

SAIA Saia

TD Cowen

$473 $475

Reiterated Hold X

SAIA Saia

TD Cowen

$528 $473

Downgrades Buy Hold X

SAIC Science Applications

TD Cowen

$155 $120

Initiated Buy X

SAIL SailPoint

TD Cowen

$30

Reiterated Market Perform X

SAM Boston Beer Co

TD Cowen

$350 $300

Upgrades Hold Buy X

SANA Sana Biotechnology

TD Cowen

Initiated Market Perform X

SANA Sana Biotechnology

TD Cowen

Upgrades Hold Buy X

SAP SAP SE

TD Cowen

$240 $305

Downgrades Hold Sell X

SAVE Spirit Airlines

TD Cowen

$3 $2

Reiterated Hold X

SAVE Spirit Airlines

TD Cowen

$4 $3

Reiterated Hold X

SAVE Spirit Airlines

TD Cowen

$5 $4

Reiterated Market Perform X

SAVE Spirit Airlines

TD Cowen

$11 $5

Upgrades Hold Buy X

SBH Sally Beauty

TD Cowen

$14 $16

Upgrades Hold Buy X

SBUX Starbucks

TD Cowen

$81 $105

Downgrades Outperform Mkt Perform X

SBUX Starbucks

TD Cowen

$117 $107

Upgrades Hold Buy X

SCHW Charles Schwab

TD Cowen

$88 $103

Downgrades Buy Hold X

SCHW Charles Schwab

TD Cowen

$88 $71

Upgrades Mkt Perform Outperform X

SCHW Charles Schwab

TD Cowen

$87

Initiated Market Perform X

SCHW Charles Schwab

TD Cowen

$77

Reiterated Hold X

SEDG SolarEdge Technologies

TD Cowen

$16 $11

Downgrades Buy Hold X

SEDG SolarEdge Technologies

TD Cowen

$35 $16

Reiterated Buy X

SEDG SolarEdge Technologies

TD Cowen

$50 $35

Reiterated Buy X

SEDG SolarEdge Technologies

TD Cowen

$85 $80

Reiterated Outperform X

SEDG SolarEdge Technologies

TD Cowen

$120 $100

Downgrades Buy Hold X

SF Stifel Financial

TD Cowen

$94 $89

Initiated Outperform X

SF Stifel Financial

TD Cowen

$83

Upgrades Hold Buy X

SG Sweetgreen

TD Cowen

$31 $43

Initiated Outperform X

SGMT Sagimet Biosciences

TD Cowen

Upgrades Mkt Perform Outperform X

SGRY Surgery Partners

TD Cowen

$39 $35

Upgrades Mkt Perform Outperform X

SHAK Shake Shack

TD Cowen

$91 $125

Reiterated Buy X

SHLS Shoals Technologies

TD Cowen

$9.50 $11

Reiterated Buy X

SHLS Shoals Technologies

TD Cowen

$15 $11

Reiterated Outperform X

SHLS Shoals Technologies

TD Cowen

$30 $22

Downgrades Buy Hold X

SJM J.M. Smucker

TD Cowen

$121

Initiated Outperform X

SJM J.M. Smucker

TD Cowen

$158

Downgrades Outperform Mkt Perform X

SKIN The Beauty Health Company

TD Cowen

$9 $2.50

Initiated Hold X

SKWD Skyward Specialty Insurance Group

TD Cowen

$43

Reiterated Outperform X

SKX Skechers USA

TD Cowen

$65 $67

Reiterated Outperform X

SKYT SkyWater Technology

TD Cowen

$12 $15

Reiterated Buy X

SKYW SkyWest

TD Cowen

$95 $120

Reiterated Buy X

SKYW SkyWest

TD Cowen

$85 $95

Upgrades Mkt Perform Outperform X

SKYW SkyWest

TD Cowen

$55 $68

Reiterated Buy X

SLAB Silicon Labs

TD Cowen

$155 $145

Reiterated Outperform X

SLAB Silicon Labs

TD Cowen

$140 $155

Reiterated Buy X

SLB SLB

TD Cowen

$53 $55

Reiterated Buy X

SLB SLB

TD Cowen

$68 $65

Reiterated Buy X

SLB SLB

TD Cowen

$62 $64

Reiterated Buy X

SLB SLB

TD Cowen

$64 $63

Initiated Outperform X

SLM Sallie Mae

TD Cowen

$17.50

Initiated Outperform X

SLRN ACELYRIN

TD Cowen

Upgrades Hold Buy X

SM SM Energy

TD Cowen

$64 $60

Downgrades Outperform Mkt Perform X

SM SM Energy

TD Cowen

$35

Initiated Hold X

SMPL Simply Good Foods

TD Cowen

$34

Reiterated Buy X

SNCY Sun Country Airlines

TD Cowen

$22 $17

Reiterated Buy X

SNDR Schneider National

TD Cowen

$32 $34

Reiterated Buy X

SNDR Schneider National

TD Cowen

$28 $32

Reiterated Outperform X

SNDR Schneider National

TD Cowen

$28 $26

Reiterated Outperform X

SNDR Schneider National

TD Cowen

$35 $28

Initiated Market Perform X

SPOT Spotify

TD Cowen

$129

Upgrades Mkt Perform Outperform X

SPR Spirit Aerosystems

TD Cowen

$27 $35

Downgrades Outperform Mkt Perform X

SPR Spirit Aerosystems

TD Cowen

$38 $28

Initiated Outperform X

SQ Block

TD Cowen

$59

Downgrades Buy Hold X

STEM Stem

TD Cowen

$4 $1

Reiterated Outperform X

STEM Stem

TD Cowen

$7 $5

Reiterated Outperform X

STEM Stem

TD Cowen

$11 $8

Initiated Hold X

STLA Stellantis

TD Cowen

$13

Downgrades Buy Hold X

STM STMicroelectronics

TD Cowen

$32 $25

Reiterated Buy X

STM STMicroelectronics

TD Cowen

$50 $40

Upgrades Mkt Perform Outperform X

STOK Stoke Therapeutics

TD Cowen

Downgrades Outperform Mkt Perform X

STOK Stoke Therapeutics

TD Cowen

Reiterated Buy X

STX Seagate Tech

TD Cowen

$110 $135

Reiterated Outperform X

STX Seagate Tech

TD Cowen

$85 $110