Reiterated Overweight X

AAPL Apple

JP Morgan

$245 $230

Downgrades Outperform Neutral X

ADAP Adaptimmune Therapeutics

Mizuho

$0.50

Upgrades Neutral Buy X

AMCR Amcor

UBS

Resumed Overweight X

AMCR Amcor

Wells Fargo

$10

Initiated Overweight X

ANET Arista Networks

KeyBanc Capital Markets

$115

Downgrades Buy Hold X

ASML ASML

Jefferies

Initiated Neutral X

BROS Dutch Bros

Goldman

$75

Initiated Mkt Perform X

BWFG Bankwell Financial Group

Raymond James

Initiated Buy X

CAPR Capricor Therapeutics

B. Riley Securities

$21

Initiated Overweight X

CSCO Cisco

KeyBanc Capital Markets

$77

Initiated Sector Weight X

DELL Dell

KeyBanc Capital Markets

Upgrades Mkt Perform Outperform X

ELAN Elanco Animal Health

William Blair

Downgrades Outperform Mkt Perform X

EQIX Equinix

BMO Capital Markets

$850

Downgrades Strong Buy Mkt Perform X

EQIX Equinix

Raymond James

Upgrades Underperform Mkt Perform X

FDS FactSet

Raymond James

Upgrades Hold Buy X

FWRD Forward Air

Stifel

$29

Upgrades Sec Perform Outperform X

GIS General Mills

RBC Capital Mkts

$63

Initiated Outperform X

HAE Haemonetics

Robert W. Baird

$87

Upgrades Sec Weight Overweight X

HLIO Helios Technologies

KeyBanc Capital Markets

$40

Initiated Sector Weight X

HPE Hewlett Packard Enterprise

KeyBanc Capital Markets

Initiated Overweight X

IDYA IDEAYA Biosciences

Wells Fargo

$44

Initiated Outperform X

INTU Intuit

CLSA

$900

Upgrades Hold Buy X

KGC Kinross Gold

Jefferies

$18

Initiated Neutral X

LEU Centrus Energy

JP Morgan

$148

Reiterated Buy X

META Meta Platforms

UBS

$683 $812

Downgrades Mkt Outperform Mkt Perform X

MGM MGM Resorts

Citizens JMP

Reiterated Overweight X

MU Micron

Barclays

$95 $140

Reiterated Neutral X

MU Micron

BofA Securities

$84 $140

Reiterated Buy X

MU Micron

Citigroup

$130 $150

Reiterated Overweight X

MU Micron

JP Morgan

$135 $165

Reiterated Overweight X

MU Micron

KeyBanc Capital Markets

$135 $160

Reiterated Equal-Weight X

MU Micron

Morgan Stanley

$98 $135

Reiterated Buy X

MU Micron

Needham

$120 $150

Reiterated Overweight X

MU Micron

Piper Sandler

$120 $165

Reiterated Outperform X

MU Micron

Raymond James

$120 $150

Reiterated Buy X

MU Micron

Rosenblatt

$172 $200

Reiterated Buy X

MU Micron

Stifel

$130 $145

Reiterated Positive X

MU Micron

Susquehanna

$150 $160

Reiterated Buy X

MU Micron

TD Cowen

$125 $150

Reiterated Buy X

MU Micron

UBS

$120 $155

Reiterated Overweight X

MU Micron

Wells Fargo

$150 $170

Downgrades Buy Neutral X

NFE New Fortress Energy

BTIG Research

Initiated Overweight X

NRG NRG Energy

Barclays

$197

Initiated Overweight X

NTNX Nutanix

KeyBanc Capital Markets

$95

Upgrades Mkt Perform Mkt Outperform X

PENN PENN Entertainment

Citizens JMP

$24

Initiated Strong Buy X

PFS Provident Finl

Raymond James

$21

Initiated Hold X

RDW Redwire

Truist

$16

Reiterated Overweight X

SBUX Starbucks

Barclays

$98 $108

Initiated Buy X

SLDB Solid Biosciences

Citigroup

$14

Initiated Sector Weight X

SMCI Super Micro Computer

KeyBanc Capital Markets

Upgrades Neutral Buy X

TFC Truist

Citigroup

$55

Reiterated Buy X

TSLA Tesla

The Benchmark Company

$350 $475

Downgrades Overweight Eq Weight X

TTD The Trade Desk

Wells Fargo

$68

Initiated Neutral X

TXN Texas Instruments

Arete

$203.80

Resumed Underperform X

U Unity Software

BofA Securities

$15