Upgrades Hold Buy X

AMD Advanced Micro Devices

Melius

$175

Reiterated Outperform X

ANET Arista Networks

Evercore ISI

$105 $110

Downgrades Outperform Neutral X

BASE Couchbase

Robert W. Baird

$25

Downgrades Buy Hold X

BFAM Bright Horizons

Jefferies

$135

Resumed Market Perform X

BWFG Bankwell Financial Group

Hovde Group

$35 $38.50

Upgrades Underweight Neutral X

BXP BXP, Inc.

JP Morgan

$78

Initiated Neutral X

BYD Boyd Gaming

JP Morgan

$79

Downgrades Neutral Underweight X

CCCS CCC Intelligent Solutions

JP Morgan

$10

Initiated Overweight X

CHDN Churchill Downs

JP Morgan

$116

Initiated Underweight X

CHH Choice Hotels

JP Morgan

$124

Downgrades Outperform In-line X

CMPS COMPASS Pathways

Evercore ISI

$11 $6

Downgrades Overweight Neutral X

COLD Americold Realty Trust

JP Morgan

$21

Initiated Overweight X

CZR Caesars Entertainment

JP Morgan

$47

Upgrades Outperform Strong Buy X

DASH DoorDash

Raymond James

$260

Initiated Buy X

DDI DoubleDown Interactive

Roth Capital

$16

Initiated Overweight X

DKNG DraftKings

JP Morgan

$50

Downgrades Mkt Perform Underperform X

DOW Dow

BMO Capital Markets

$22

Reiterated Buy X

EAT Brinker

Stifel

$200 $215

Downgrades Buy Neutral X

EFX Equifax

BofA Securities

$285

Upgrades Hold Buy X

EL Estee Lauder

Deutsche Bank

$95

Upgrades Eq-Weight Overweight X

EVR Evercore

Morgan Stanley

$312

Resumed Outperform X

FIBK First Interstate Bancsystem

Keefe Bruyette

$32

Upgrades Eq Weight Overweight X

FMC FMC Corp

Wells Fargo

$50

Downgrades Overweight Neutral X

FRT Federal Realty

JP Morgan

$108

Initiated Outperform X

GHM Graham

Northland Capital

$55

Downgrades Buy Hold X

HIMS Hims & Hers Health

Needham

Initiated Overweight X

HLT Hilton

JP Morgan

$282

Initiated Buy X

HRL Hormel Foods

Goldman

$35

Initiated Neutral X

HST Host Hotels

JP Morgan

$16

Downgrades Overweight Sec Weight X

KBR KBR

KeyBanc Capital Markets

Reiterated Outperform X

KR Kroger

Telsey Advisory Group

$73 $82

Initiated Neutral X

LVS Las Vegas Sands

JP Morgan

$47

Initiated Neutral X

MAR Marriott

JP Morgan

$284

Upgrades Underweight Overweight X

MC Moelis

Morgan Stanley

$68

Initiated Neutral X

MGM MGM Resorts

JP Morgan

$38

Initiated Buy X

MNPR Monopar Therapeutics

Chardan Capital Markets

$60

Upgrades Underperform Neutral X

OMC Omnicom

BofA Securities

$80

Initiated Overweight X

PENN PENN Entertainment

JP Morgan

$24

Initiated Underweight X

PK Park Hotels & Resorts

JP Morgan

$10

Initiated Neutral X

PPC Pilgrim’s Pride

Goldman

$50

Initiated Overweight X

RHP Ryman Hospitality

JP Morgan

$117

Initiated Overweight X

RRR Red Rock Resorts

JP Morgan

$62

Initiated Neutral X

RSI Rush Street Interactive

JP Morgan

$14

Initiated Underweight X

SHO Sunstone Hotel

JP Morgan

$8

Initiated Buy X

SLNO Soleno Therapeutics

TD Cowen

$110

Initiated Neutral X

SMR NuScale Power

Citigroup

$46

Initiated Buy X

SPHR Sphere Entertainment Co.

Craig Hallum

$75

Initiated Buy X

TSN Tyson Foods

Goldman

$67

Initiated Buy X

VTEX VTEX

Citigroup

$10

Upgrades Neutral Overweight X

VTR Ventas

JP Morgan

$72

Initiated Overweight X

WH Wyndham Hotels & Resorts

JP Morgan

$101

Initiated Overweight X

WYNN Wynn Resorts

JP Morgan

$109

Reiterated Buy X

XOM Exxon Mobil

TD Cowen

$120 $128

Downgrades Outperform Mkt Perform X

XP XP

Itau BBA

$21