Upgrades Neutral Buy X

AA Alcoa

B. Riley Securities

$41 $50

Initiated Mkt Perform X

ABBV AbbVie

Bernstein

$203

Downgrades Eq-Weight Underweight X

ACDC ProFrac Holding

Morgan Stanley

$7 $6.50

Initiated Neutral X

AIRS AirSculpt Technologies

BTIG Research

Upgrades Underperform Buy X

AMBP Ardagh Metal Packaging S.A.

BofA Securities

$3.80 $5.10

Initiated Outperform X

AMGN Amgen

Bernstein

$380

Upgrades Hold Buy X

AMWD American Woodmark

Loop Capital

$98 $119

Initiated Neutral X

APYX Apyx Medical

BTIG Research

Upgrades Underperform Buy X

AVY Avery Dennison

BofA Securities

$207 $250

Reiterated Outperform X

BA Boeing

Bernstein

$207 $195

Resumed Outperform X

BASE Couchbase

Wedbush

$26

Initiated Mkt Perform X

BMY Bristol-Myers

Bernstein

$56

Initiated Overweight X

CEG Constellation Energy

JP Morgan

$342

Reiterated Buy X

CLMT Calumet Specialty Products

TD Cowen

$22 $27

Upgrades Sell Neutral X

CNS Cohen & Steers

UBS

$63 $102

Downgrades Overweight Eq Weight X

CPRI Capri Holdings

Wells Fargo

$42

Initiated Underperform X

CQP Cheniere Energy Partners

BofA Securities

$46

Reiterated Hold X

CSX CSX

TD Cowen

$36 $35

Resumed Buy X

CVX Chevron

BofA Securities

$168

Initiated Outperform X

CXT Crane NXT

Robert W. Baird

$77

Resumed Underperform X

DK Delek US Holdings

BofA Securities

$15

Initiated Underperform X

DKL Delek Logistics Partners

BofA Securities

$36

Resumed Outperform X

DT Dynatrace

Wedbush

$55 $67

Downgrades Outperform Mkt Perform X

EAT Brinker

Raymond James

Upgrades Mkt Perform Outperform X

ECPG Encore Capital

Northland Capital

$55 $58

Initiated Hold X

ELS Equity Lifestyle Properties

Jefferies

$72

Upgrades Sell Neutral X

ENPH Enphase Energy

Guggenheim

Resumed Buy X

EPD Enterprise Products

BofA Securities

$35

Resumed Buy X

ET Energy Transfer

BofA Securities

$20

Downgrades Neutral Underperform X

FTNT Fortinet

Mizuho

$68

Initiated Neutral X

FWONK Formula One Group C

UBS

$85

Initiated Overweight X

FWRG First Watch Restaurant Group

Stephens

$20

Initiated Outperform X

GILD Gilead Sciences

Bernstein

$105

Initiated Hold X

GO Grocery Outlet

Loop Capital

$17

Downgrades Outperform Perform X

GWW Grainger

Oppenheimer

Upgrades Neutral Buy X

HST Host Hotels

Compass Point

$18 $22

Upgrades Hold Buy X

ILMN Illumina

HSBC Securities

$180

Initiated Buy X

INMD InMode

BTIG Research

$25

Resumed Buy X

KMI Kinder Morgan

BofA Securities

$27

Upgrades Sec Perform Outperform X

LAC Lithium Americas

National Bank Financial

Upgrades Perform Outperform X

LFUS Littelfuse

Oppenheimer

$310

Initiated Outperform X

LLY Eli Lilly

Bernstein

$1100

Resumed Buy X

LNG Cheniere Energy

BofA Securities

$215

Downgrades Buy Neutral X

MODG Topgolf Callaway Brands

B. Riley Securities

$18 $12

Resumed Neutral X

MPC Marathon Petroleum

BofA Securities

$174

Resumed Underperform X

MPLX MPLX LP

BofA Securities

$43

Initiated Mkt Perform X

MRK Merck

Bernstein

$115

Initiated Mkt Perform X

MRNA Moderna

Bernstein

$55

Reiterated Buy X

NIC Nicolet Bankshares

Maxim Group

$120 $124

Upgrades Neutral Buy X

OI O-I Glass

BofA Securities

$14 $16

Resumed Buy X

OKE ONEOK

BofA Securities

$105

Resumed Buy X

OKTA Okta

Needham

$100

Resumed Neutral X

OXY Occidental Petro

BofA Securities

$57

Resumed Neutral X

PAA Plains All American

BofA Securities

$18

Resumed Underperform X

PBF PBF Energy

BofA Securities

$25

Initiated Mkt Perform X

PFE Pfizer

Bernstein

$32

Reiterated Buy X

PSTG Pure Storage

Guggenheim

$72 $93

Resumed Buy X

PSX Phillips 66

BofA Securities

$156

Downgrades Buy Hold X

QGEN Qiagen

HSBC Securities

$49

Resumed Buy X

S SentinelOne

Needham

$32

Reiterated Buy X

SBUX Starbucks

BTIG Research

$100 $115

Reiterated Overweight X

SBUX Starbucks

Morgan Stanley

$98 $115

Downgrades Neutral Sell X

SEDG SolarEdge Technologies

Guggenheim

$10

Upgrades Mkt Perform Strong Buy X

SEE Sealed Air

Raymond James

$42

Downgrades Neutral Sell X

SR Spire

Ladenburg Thalmann

$65.50 $60.50

Initiated Buy X

SUI Sun Communities

Jefferies

$160

Initiated Hold X

TPIC TPI Composites

Jefferies

$5

Resumed Buy X

TRGP Targa Resources

BofA Securities

$182

Upgrades Neutral Overweight X

TRTX TPG RE Finance Trust

JP Morgan

$9 $9.50

Reiterated Outperform X

TSCO Tractor Supply

Telsey Advisory Group

$300 $335

Reiterated Buy X

UAL United Airlines

TD Cowen

$80 $100

Downgrades Outperform Neutral X

UBER Uber

Daiwa Securities

$84

Downgrades Buy Neutral X

UMC United Micro

Goldman

Downgrades Buy Hold X

UNH UnitedHealth

HSBC Securities

Resumed Neutral X

VLO Valero Energy

BofA Securities

$150

Initiated Overweight X

VST Vistra Corp.

JP Morgan

$178

Resumed Underperform X

WES Western Midstream

BofA Securities

$37

Resumed Buy X

WMB Williams Cos

BofA Securities

$55

Downgrades Buy Hold X

WNS WNS

TD Cowen

$64 $53

Resumed Neutral X

XOM Exxon Mobil

BofA Securities

$124

Reiterated Buy X

YOU Clear Secure

Needham

$40 $45

Resumed Outperform X

ZM Zoom Video

Wedbush

$80 $85