Upgrades Neutral Buy X

LAD Lithia Motors

Citigroup

$415 $375

Upgrades Underweight Eq Weight X

STR Sitio Royalties Corp.

Barclays

$23 $21

Upgrades Outperform Strong Buy X

SLGN Silgan Holdings

Raymond James

$65 $60

Upgrades Outperform Strong Buy X

DECK Deckers Outdoor

Raymond James

$235 $150

Upgrades Underweight Overweight X

SEIC SEI Investments

Morgan Stanley

$81 $77

Upgrades Mkt Perform Outperform X

TOWN Towne Bank

Hovde Group

$39 $38

Upgrades Eq Weight Overweight X

CZR Caesars Entertainment

CapitalOne

$51 $47

Upgrades Outperform Strong Buy X

ALGT Allegiant Travel

Raymond James

$125 $90

Upgrades Outperform Strong Buy X

SSB South State

Raymond James

$120 $115

Upgrades Neutral Overweight X

TEAM Atlassian

Cantor Fitzgerald

$304 $272

Upgrades Mkt Perform Outperform X

FBK FB Financial

Hovde Group

$60 $59

Downgrades Buy Neutral X

AEM Agnico-Eagle Mines

UBS

$100 $110

Upgrades Hold Buy X

PNC PNC

HSBC Securities

$206 $202

Upgrades Underperform Buy X

JHX James Hardie

BofA Securities

$27.40 $27.35

Upgrades Eq-Weight Overweight X

GLBE Global-E Online

Morgan Stanley

$55 $46

Upgrades Outperform Strong Buy X

HQY HealthEquity

Raymond James

$120 $115

Upgrades Underperform Mkt Perform X

URI United Rentals

Bernstein

$705 $666

Upgrades Outperform Strong Buy X

COHR Coherent

Raymond James

$110 $91

Upgrades Hold Buy X

FDX FedEx

Jefferies

$300 $275

Upgrades Outperform Strong Buy X

LITE Lumentum

Raymond James

$96 $82

Upgrades Hold Buy X

MATV Mativ Holdings

Stifel

$15.50 $10

Upgrades Underweight Eq-Weight X

HST Host Hotels

Morgan Stanley

$16 $15

Upgrades Underweight Eq-Weight X

NCLH Norwegian Cruise Line

Morgan Stanley

$27 $22

Downgrades Buy Neutral X

BEKE KE Holdings

UBS

$22.70 $24.50

Downgrades Buy Neutral X

FINV FinVolution Group

UBS

$7.80 $11.80

Upgrades Eq Weight Overweight X

KKR KKR

Wells Fargo

$150 $141

Upgrades Neutral Overweight X

VMC Vulcan Materials

JP Morgan

$290 $285

Upgrades Sell Neutral X

CLMT Calumet Specialty Products

UBS

$15 $12

Downgrades Outperform In-line X

EGP EastGroup

Evercore ISI

$181 $185

Upgrades In-line Outperform X

SLG SL Green Realty

Evercore ISI

$74 $73

Upgrades Underweight Overweight X

HLI Houlihan Lokey

Morgan Stanley

$201 $190

Upgrades Neutral Overweight X

IREN IREN Limited

JP Morgan

$15 $12

Upgrades Neutral Buy X

ACVA ACV Auctions

BofA Securities

$22 $20

Upgrades Neutral Positive X

BYD Boyd Gaming

Susquehanna

$79 $77

Upgrades Outperform Strong Buy X

ICUI ICU Medical

Raymond James

$205 $197

Upgrades Underweight Overweight X

HLI Houlihan Lokey

Wells Fargo

$180 $179

Downgrades Buy Hold X

UDR UDR

Truist

$45 $46

Downgrades Outperform Mkt Perform X

BBAI BigBear.ai

Northland Capital

$2.50 $4

Upgrades Outperform Strong Buy X

RDNT RadNet

Raymond James

$85 $65

Downgrades Buy Hold X

GLP Global Partners

Stifel

$54 $56

Upgrades Hold Buy X

SMG Scotts Miracle-Gro

Stifel

$78 $70

Upgrades Neutral Buy X

VST Vistra Corp.

BofA Securities

$164 $152

Downgrades Buy Hold X

FTAI FTAI Aviation Ltd.

Stifel

$100 $123

Upgrades Eq-Weight Overweight X

MLCO Melco Resorts & Entertainment

Morgan Stanley

$7.50 $6.70

Downgrades Buy Neutral X

ZLAB Zai Lab

BofA Securities

$29 $36.10

Upgrades Neutral Overweight X

CAVA CAVA Group

Piper Sandler

$142 $115

Upgrades Hold Buy X

MGPI MGP Ingredients

Lake Street

$55 $45

Upgrades Underperform Mkt Perform X

TFIN Triumph Financial

Keefe Bruyette

$80 $74

Upgrades Underweight Neutral X

WLK Westlake Corporation

JP Morgan

$135 $110

Upgrades Neutral Buy X

LUMN Lumen Technologies

Citigroup

$8 $6.50

Downgrades Buy Hold X

AB AllianceBernstein

TD Cowen

$38 $38.50

Downgrades Outperform Sec Perform X

GDS GDS Holdings

RBC Capital Mkts

$26 $37

Upgrades Mkt Perform Outperform X

PWR Quanta Services

BMO Capital Markets

$338 $316

Upgrades Underperform In-line X

ESAB ESAB Corp.

Evercore ISI

$122 $120

Upgrades Hold Buy X

FRPT Freshpet

Jefferies

$155 $150

Downgrades Buy Hold X

GDS GDS Holdings

Jefferies

$27.06 $45

Upgrades Mkt Perform Outperform X

CDE Coeur Mining

Raymond James

$8.75 $8.25

Downgrades Hold Sell X

CQP Cheniere Energy Partners

Stifel

$50 $51

Downgrades Overweight Neutral X

RIVN Rivian Automotive

Cantor Fitzgerald

$13 $15

Downgrades Buy Neutral X

EOSE Eos Energy

ROTH MKM

$4 $5

Downgrades Mkt Perform Underperform X

SEDG SolarEdge Technologies

BMO Capital Markets

$13 $15

Downgrades Buy Neutral X

EPRT Essential Properties Realty Trust

B. Riley Securities

$29.50 $33.50

Upgrades Neutral Buy X

EIX Edison

UBS

$69 $65

Downgrades Overweight Eq-Weight X

HIMS Hims & Hers Health

Morgan Stanley

$42 $60

Upgrades Sell Neutral X

HSY Hershey Foods

Citigroup

$159 $154

Upgrades Neutral Overweight X

NVRO Nevro

Piper Sandler

$6 $5.85

Downgrades Buy Hold X

AZPN Aspen Tech

Loop Capital

$260 $265

Downgrades Outperform Neutral X

HLT Hilton

Mizuho

$243 $263

Downgrades Buy Neutral X

MTG MGIC Investment

Compass Point

$24 $27

Downgrades Neutral Sell X

WRBY Warby Parker

Citigroup

$19 $23

Downgrades Buy Neutral X

CFR Cullen/Frost

DA Davidson

$138 $143

Downgrades Outperform Neutral X

CRWD CrowdStrike

Robert W. Baird

$390 $430

Downgrades Outperform Neutral X

FTNT Fortinet

Robert W. Baird

$105 $112

Downgrades Outperform Neutral X

NET Cloudflare

Robert W. Baird

$125 $140

Upgrades Neutral Buy X

SJW SJW

BofA Securities

$59 $55

Upgrades Neutral Overweight X

AVY Avery Dennison

JP Morgan

$210 $205

Downgrades Buy Hold X

ITCI Intra-Cellular Therapies

Canaccord Genuity

$119 $132

Upgrades Neutral Buy X

UGP Ultrapar Participacoes

Goldman

$4.10 $3.20

Downgrades Outperform Mkt Perform X

TCBX Third Coast Bancshares

Keefe Bruyette

$40 $42

Downgrades Overweight Eq Weight X

AEE Ameren

Barclays

$88 $95

Downgrades Mkt Perform Underperform X

FMCC Freddie Mac

Keefe Bruyette

$4 $4.50

Downgrades Mkt Perform Underperform X

FNMA Fannie Mae

Keefe Bruyette

$3 $4

Upgrades Neutral Buy X

QSR Restaurant Brands Int’l

Guggenheim

$74 $71

Upgrades Neutral Buy X

XP XP

UBS

$19 $16

Downgrades Overweight Eq Weight X

CF CF Industries

Barclays

$96 $100

Downgrades Buy Neutral X

FOXA Fox Corporation

MoffettNathanson

$51 $52

Upgrades Eq Weight Overweight X

LVRO Lavoro

Barclays

$6 $5

Downgrades Overweight Eq Weight X

NTR Nutrien

Barclays

$55 $56

Downgrades Buy Neutral X

HEES H&E Equipment

UBS

$60 $92

Downgrades Buy Hold X

HUBS HubSpot

TD Cowen

$680 $725

Upgrades Neutral Outperform X

VTR Ventas

Robert W. Baird

$66 $65

Upgrades Hold Buy X

CNI Canadian Nat’l Rail

Stifel

$132 $120

Upgrades Neutral Buy X

MNDY Monday.com

Citigroup

$302 $298

Downgrades Outperform In-line X

ARIS Aris Water Solutions

Evercore ISI

$25 $27

Upgrades Underweight Eq Weight X

CDNA CareDx

Wells Fargo

$28 $24

Upgrades Underperform Buy X

CE Celanese

BofA Securities

$95 $88

Upgrades Neutral Buy X

CWAN Clearwater Analytics

DA Davidson

$35 $32

Upgrades Neutral Buy X

EMN Eastman Chemical

BofA Securities

$115 $109

Upgrades Underperform Neutral X

FMC FMC Corp

BofA Securities

$63 $61

Upgrades Neutral Buy X

OLN Olin

BofA Securities

$48 $40

Upgrades Eq Weight Overweight X

CCI Crown Castle

Barclays

$117 $104

Upgrades Eq-Weight Overweight X

CCK Crown

Morgan Stanley

$109 $105

Upgrades Mkt Perform Outperform X

ESS Essex Property

BMO Capital Markets

$323 $310

Downgrades Overweight Eq-Weight X

HSAI Hesai Group

Morgan Stanley

$5.80 $15

Upgrades Neutral Buy X

OVV Ovintiv

BofA Securities

$55 $54

Downgrades Overweight Neutral X

ACHR Archer Aviation

JP Morgan

$6 $9

Upgrades Sell Neutral X

CMC Commercial Metals

UBS

$56 $54

Upgrades Sell Hold X

CUBE CubeSmart

Deutsche Bank

$46 $45

Downgrades Neutral Sell X

HIMS Hims & Hers Health

Citigroup

$24 $25

Downgrades Neutral Underweight X

JOBY Joby Aviation

JP Morgan

$5 $6

Upgrades Underperform Sec Perform X

KBH KB Home

RBC Capital Mkts

$70 $67

Upgrades Sell Hold X

NSA National Storage Affiliates

Deutsche Bank

$40 $38

Upgrades Neutral Buy X

NXPI NXP Semi

Goldman

$260 $257

Downgrades Outperform Neutral X

QTWO Q2 Holdings

Robert W. Baird

$89 $99

Downgrades Buy Neutral X

ARIS Aris Water Solutions

Citigroup

$18 $26

Upgrades Mkt Perform Outperform X

LHX L3Harris

Bernstein

$289 $267

Upgrades Neutral Buy X

PHM PulteGroup

UBS

$154 $148

Upgrades Underweight Eq Weight X

AWK American Water Works

Wells Fargo

$133 $129

Upgrades Eq Weight Overweight X

CWT California Water

Wells Fargo

$56 $52

Downgrades Neutral Underweight X

EE Excelerate Energy

JP Morgan

$22 $31

Upgrades Neutral Overweight X

PFG Principal Fincl

JP Morgan

$95 $92

Downgrades Overweight Neutral X

RJF Raymond James

JP Morgan

$151 $166

Downgrades Buy Neutral X

TSLA Tesla

BofA Securities

$400 $490

Downgrades Overweight Neutral X

UNM Unum Group

JP Morgan

$74 $79

Downgrades Buy Neutral X

VCTR Victory Capital

B. Riley Securities

$57 $60

Upgrades Neutral Overweight X

ARCH Arch Resources

Piper Sandler

$165 $150

Upgrades Neutral Overweight X

KRNY Kearny Financial

Piper Sandler

$9 $8.50

Upgrades Neutral Outperform X

PLD Prologis

Robert W. Baird

$124 $123

Downgrades Buy Neutral X

CHKP Check Point Software

Goldman

$204 $207

Upgrades Eq Weight Overweight X

EIX Edison

Barclays

$91 $84

Downgrades Mkt Perform Underperform X

SOFI SoFi Technologies

Keefe Bruyette

$7 $8

Upgrades Neutral Outperform X

VICI VICI Properties

Wedbush

$34 $33