Reiterated Buy X

AAPL Apple

BofA Securities

$270 $320

Reiterated Hold X

BE Bloom Energy

TD Cowen

$65 $105

Reiterated Outperform X

CHKP Check Point Software

BMO Capital Markets

$215 $240

Reiterated Buy X

NVDA NVIDIA

DA Davidson

$210 $250

Reiterated Equal Weight X

STX Seagate Tech

Barclays

$200 $240

Reiterated Buy X

STX Seagate Tech

BofA Securities

$255 $275

Reiterated Buy X

STX Seagate Tech

Citigroup

$250 $275

Reiterated Overweight X

STX Seagate Tech

Morgan Stanley

$265 $270

Reiterated Outperform X

STX Seagate Tech

Robert W. Baird

$188 $270

Reiterated Negative X

STX Seagate Tech

Susquehanna

$80 $150

Reiterated Buy X

STX Seagate Tech

TD Cowen

$175 $270

Reiterated Neutral X

TSLA Tesla

BofA Securities

$341 $471

Reiterated Buy X

UCTT Ultra Clean Holdings

TD Cowen

$30 $35

Reiterated Market Perform X

VFC V.F. Corp

Telsey Advisory Group

$14 $16

Reiterated Outperform X

AAPL Apple

Robert W. Baird

$230 $280

Reiterated Buy X

BKR Baker Hughes

TD Cowen

$54 $57

Reiterated Overweight X

GOOG Alphabet

JP Morgan

$260 $300

Reiterated Overweight X

GOOGL Alphabet A

KeyBanc Capital Markets

$265 $300

Reiterated Buy X

GOOGL Alphabet A

Stifel

$222 $292

Reiterated Hold X

INTC Intel

TD Cowen

$35 $38

Reiterated Buy X

KYMR Kymera Therapeutics

B. Riley Securities

$60 $80

Reiterated Neutral X

MNST Monster Beverage

JP Morgan

$68 $70

Reiterated Buy X

MNST Monster Beverage

Stifel

$72 $78

Reiterated Outperform X

NRIM Northrim Bank

Hovde Group

$28 $33

Reiterated Hold X

NXT Nextracker

TD Cowen

$65 $88

Reiterated Outperform X

SPFI South Plains Financial

Hovde Group

$45 $48

Reiterated Buy X

UNP Union Pacific

Citigroup

$263 $265

Reiterated Mkt Perform X

GOOGL Alphabet A

Bernstein

$210 $260

Reiterated Buy X

KNX Knight-Swift

TD Cowen

$44 $53

Reiterated Equal Weight X

KO Coca-Cola

Barclays

$71 $77

Reiterated Buy X

LRCX Lam Research

TD Cowen

$145 $170

Reiterated Market Perform X

SMBK SmartFinancial

Hovde Group

$40 $41

Reiterated Market Perform X

TCBI Texas Capital

Hovde Group

$85 $93

Reiterated Buy X

TSLA Tesla

Deutsche Bank

$435 $440

Reiterated Outperform X

TSLA Tesla

Mizuho

$450 $485

Reiterated Hold X

TSLA Tesla

Truist

$280 $406

Reiterated Outperform X

BFC Bank First Corporation

Hovde Group

$145 $150

Reiterated Overweight X

MCD McDonald’s

Barclays

$360 $362

Reiterated Buy X

MSFT Microsoft

Citigroup

$680 $682

Reiterated Positive X

QCOM Qualcomm

Susquehanna

$190 $200

Reiterated Buy X

AAPL Apple

Goldman

$266 $279

Reiterated Overweight X

AAPL Apple

Wells Fargo

$245 $290

Reiterated Outperform X

AVGO Broadcom

Mizuho

$430 $435

Reiterated Overweight X

CVNA Carvana

JP Morgan

$425 $490

Reiterated Outperform X

DELL Dell

Raymond James

$152 $161

Reiterated Outperform X

ETSY Etsy

Raymond James

$70 $80

Reiterated Buy X

WDC Western Digital

BofA Securities

$141 $145

Reiterated Hold X

ALB Albemarle

Truist

$72 $87

Reiterated Outperform X

GOOG Alphabet

Oppenheimer

$270 $300

Reiterated Buy X

GOOGL Alphabet A

BofA Securities

$252 $280

Reiterated Outperform X

LLY Eli Lilly

BMO Capital Markets

$840 $930

Reiterated Buy X

PL Planet Labs

Needham

$12 $16

Reiterated Overweight X

SBUX Starbucks

Morgan Stanley

$103 $105

Reiterated Buy X

UAL United Airlines

TD Cowen

$127 $138

Reiterated Outperform X

MSFT Microsoft

Mizuho

$625 $640

Reiterated Hold X

JBHT J.B. Hunt Transport

TD Cowen

$140 $152

Reiterated Buy X

MU Micron

UBS

$225 $245

Reiterated Equal Weight X

TSLA Tesla

Barclays

$275 $350

Reiterated Outperform X

AVGO Broadcom

Evercore ISI

$342 $403

Reiterated Outperform X

AMD Advanced Micro Devices

Mizuho

$205 $275

Reiterated Outperform X

ORCL Oracle

BMO Capital Markets

$345 $355

Reiterated Outperform X

MNST Monster Beverage

RBC Capital Mkts

$68 $75

Reiterated Outperform X

TSLA Tesla

RBC Capital Mkts

$325 $500

Reiterated Mkt Outperform X

HOOD Robinhood Markets

Citizens JMP

$130 $170

Reiterated Overweight X

NVDA NVIDIA

Cantor Fitzgerald

$240 $300

Reiterated Buy X

SHEL Shell plc

TD Cowen

$78 $80

Reiterated Buy X

TSLA Tesla

TD Cowen

$374 $509

Reiterated Buy X

TTWO Take-Two

DA Davidson

$270 $300

Reiterated Overweight X

ELF e.l.f. Beauty

Morgan Stanley

$134 $170

Reiterated Neutral X

MNST Monster Beverage

UBS

$67 $72

Reiterated Buy X

MU Micron

UBS

$195 $225

Reiterated Buy X

RBLX Roblox

Citigroup

$152 $155

Reiterated Outperform X

SEM Select Medical

RBC Capital Mkts

$16 $20

Reiterated Buy X

TSLA Tesla

Stifel

$440 $483