Upgrades Neutral Overweight X

ADI Analog Devices

Cantor Fitzgerald

$270

Initiated Buy X

ADPT Adaptive Biotechnologies

Craig Hallum

$15

Resumed Overweight X

ALKT Alkami Technology

JP Morgan

$40

Initiated Outperform X

APEI American Public Education

Northland Capital

$36

Resumed Buy X

ARDX Ardelyx

H.C. Wainwright

$10

Resumed Outperform X

BAM Brookfield Asset Mgmt

RBC Capital Mkts

$72

Resumed Outperform X

BBU Brookfield Business Partners

RBC Capital Mkts

$33

Resumed Top Pick X

BN Brookfield Corp.

RBC Capital Mkts

$81

Reiterated Outperform X

BPOP Popular

Hovde Group

$114 $126

Initiated Market Perform X

CAN Canaan

Northland Capital

$1.50

Resumed Buy X

CDTX Cidara Therapeutics

H.C. Wainwright

$41

Reiterated Buy X

CRDO Credo Technology Group

TD Cowen

$85 $95

Reiterated Outperform X

DRI Darden Restaurants

Oppenheimer

$230 $250

Resumed Buy X

ELDN Eledon Pharmaceuticals

H.C. Wainwright

$9

Downgrades Buy Neutral X

EM Smart Share Global

Citigroup

$1.25

Resumed Outperform X

EQX Equinox Gold

BMO Capital Markets

Initiated Buy X

FERG Ferguson plc

Goldman

$280

Upgrades Mkt Perform Outperform X

GNW Genworth Financial

Keefe Bruyette

$9

Upgrades Hold Buy X

JBL Jabil

Argus

Reiterated Buy X

LFMD LifeMD

BTIG Research

$15 $18

Initiated Buy X

LOMA Loma Negra

Citigroup

$16

Initiated Neutral X

MCHP Microchip

Cantor Fitzgerald

$70

Initiated In-line X

MPC Marathon Petroleum

Evercore ISI

$170

Downgrades Buy Hold X

NCLH Norwegian Cruise Line

Argus

Initiated Neutral X

NCNO nCino

JP Morgan

$30

Initiated Peer Perform X

NDSN Nordson

Wolfe Research

Reiterated Buy X

NKE NIKE

Needham

$75 $66

Initiated Neutral X

ON onsemi

Cantor Fitzgerald

$55

Reiterated Buy X

ORCL Oracle

Guggenheim

$220 $250

Initiated Outperform X

PSX Phillips 66

Evercore ISI

$130

Resumed Sector Perform X

QSR Restaurant Brands Int’l

Scotiabank

$75

Initiated Overweight X

QTWO Q2 Holdings

JP Morgan

$115

Upgrades Underweight Eq-Weight X

REVG REV Group

Morgan Stanley

$46

Initiated Buy X

ROL Rollins

Argus

$68

Downgrades Outperform Sec Perform X

RUN Sunrun

RBC Capital Mkts

$5

Upgrades Neutral Buy X

SIMO Silicon Motion

BofA Securities

$90

Downgrades Buy Hold X

SRPT Sarepta Therapeutics

TD Cowen

$24

Initiated Buy X

TATT TAT Technologies

Lake Street

$37

Downgrades Eq-Weight Underweight X

UBS UBS AG

Morgan Stanley

Initiated In-line X

VLO Valero Energy

Evercore ISI

$135

Reiterated Hoard X

WUBIX Wubistics

Jack Powers Capital

$364

Downgrades Buy Hold X

ZTS Zoetis

Stifel

$160