Downgrades Neutral Underweight X

ABG Asbury Automotive

JP Morgan

$225

Upgrades Eq-Weight Overweight X

ACIW ACI Worldwide

Stephens

$60

Resumed Hold X

ACN Accenture

Deutsche Bank

Initiated Outperform X

ACN Accenture

Evercore ISI

$330

Resumed Buy X

AFRM Affirm

Deutsche Bank

$78

Resumed Hold X

BILL Bill.com

Deutsche Bank

$49

Upgrades Neutral Outperform X

BRX Brixmor Property

Mizuho

$29

Upgrades Neutral Overweight X

CARS Cars.com

JP Morgan

$14

Downgrades Outperform Neutral X

CCK Crown

Robert W. Baird

$105

Initiated Mkt Perform X

CGBD Carlyle Secured Lending

Raymond James

Upgrades Mkt Perform Outperform X

CNI Canadian Nat’l Rail

Raymond James

Initiated Neutral X

CRWD CrowdStrike

Macquarie

$465

Upgrades Neutral Buy X

CSX CSX

BofA Securities

$42

Resumed Hold X

CTSH Cognizant Tech

Deutsche Bank

Initiated Outperform X

CTSH Cognizant Tech

Evercore ISI

$100

Resumed Hold X

DAVA Endava

Deutsche Bank

Resumed Hold X

DLTR Dollar Tree

Jefferies

$106

Upgrades Mkt Perform Outperform X

ELAN Elanco Animal Health

Leerink Partners

$18

Resumed Hold X

EPAM EPAM Systems

Deutsche Bank

Resumed Hold X

EVTC EVERTEC

Deutsche Bank

Initiated Buy X

EVTL Vertical Aerospace Group

Needham

$9

Resumed Buy X

FI Fiserv

Deutsche Bank

Resumed Hold X

FLYW Flywire

Deutsche Bank

Upgrades Eq-Weight Overweight X

FOLD Amicus Therapeutics

Morgan Stanley

$108

Resumed Buy X

FOUR Shift4 Payments

Deutsche Bank

$120

Initiated Overweight X

FUTU Futu Holdings

Barclays

$176

Resumed Hold X

G Genpact

Deutsche Bank

Resumed Hold X

GLOB Globant

Deutsche Bank

Downgrades Overweight Neutral X

GPI Group 1 Auto

JP Morgan

$415

Initiated Market Perform X

HMY Harmony Gold

BMO Capital Markets

$16

Resumed Overweight X

HPE Hewlett Packard Enterprise

JP Morgan

$30

Initiated Buy X

KMX CarMax

The Benchmark Company

$75

Resumed Buy X

MA Mastercard

Deutsche Bank

Upgrades Underweight Eq Weight X

MCRI Monarch Casino & Resort

Wells Fargo

$89

Upgrades Hold Buy X

MDLZ Mondelez Int’l

Jefferies

$78

Initiated Buy X

MDXH MDxHealth SA

Craig Hallum

$8

Reiterated Neutral X

MNST Monster Beverage

UBS

$63 $64

Resumed Hold X

MQ Marqeta

Deutsche Bank

Initiated Neutral X

NAMS NewAmsterdam Pharma

Goldman

$27

Initiated Sector Outperform X

ORCL Oracle

Scotiabank

$300

Resumed Buy X

PAYO Payoneer

Deutsche Bank

Downgrades Outperform In-line X

PGR Progressive

Evercore ISI

$275

Downgrades Outperform Mkt Perform X

PWR Quanta Services

BMO Capital Markets

$400

Resumed Hold X

PYPL PayPal

Deutsche Bank

$75

Initiated Buy X

REAL The RealReal

B. Riley Securities

$8

Downgrades Overweight Eq-Weight X

SAH Sonic Automotive

Stephens

$82

Initiated Sector Perform X

SBAC SBA Comm

Scotiabank

$252

Downgrades Hold Underperform X

SBUX Starbucks

Jefferies

$76

Downgrades Hold Underperform X

SHAK Shake Shack

Jefferies

$120

Upgrades Neutral Buy X

SHOO Steven Madden

Citigroup

$32

Initiated Overweight X

SRRK Scholar Rock

Cantor Fitzgerald

Downgrades Overweight Neutral X

TER Teradyne

JP Morgan

$102

Resumed Buy X

TOST Toast

Deutsche Bank

$54

Resumed Buy X

V Visa

Deutsche Bank

Resumed Hold X

WEX WEX

Deutsche Bank

Resumed Hold X

WNS WNS

Deutsche Bank

Resumed Hold X

WU Western Union

Deutsche Bank

Initiated Buy X

XAIR Beyond Air

D. Boral Capital

$11

Downgrades Outperform Mkt Perform X

ZTS Zoetis

Leerink Partners

$155