|
CMG
|
Consumer Cyclical |
Argus |
Upgrade
|
Hold
→
Buy
|
—
|
$42.7B
|
$31.98
|
+0.6%
|
+1.0%
|
+2.4%
|
+4.0%
|
—
|
—
|
|
NTR
|
Basic Materials |
Raymond James |
Upgrade
|
Mkt Perform
→
Outperform
|
$90
|
$32.9B
|
$75.82
|
+0.0%
|
+1.9%
|
-2.7%
|
-9.8%
|
—
|
—
|
|
DVN
|
Energy |
Raymond James |
Upgrade
|
Outperform
→
Strong Buy
|
$72
|
$28.2B
|
$51.26
|
-0.0%
|
-0.5%
|
-9.1%
|
-11.6%
|
—
|
—
|
|
ULTA
|
Consumer Cyclical |
BofA Securities |
Upgrade
|
Neutral
→
Buy
|
$685
|
$23.0B
|
$518.00
|
+2.8%
|
+2.8%
|
+3.3%
|
+1.6%
|
—
|
—
|
|
CFR
|
Financial Services |
Stephens |
Upgrade
|
Equal-Weight
→
Overweight
|
$164
|
$8.7B
|
$139.30
|
+0.5%
|
+0.9%
|
+1.0%
|
-0.5%
|
—
|
—
|
|
BMA
|
Financial Services |
HSBC Securities |
Upgrade
|
Hold
→
Buy
|
$85
|
$4.8B
|
$69.37
|
+3.1%
|
+0.4%
|
+11.0%
|
+7.9%
|
—
|
—
|
|
UFPI
|
Basic Materials |
BMO Capital Markets |
Upgrade
|
Market Perform
→
Outperform
|
$108
|
$4.8B
|
$80.31
|
+3.2%
|
+2.8%
|
+4.9%
|
+4.4%
|
—
|
—
|
|
TWST
|
Healthcare |
Leerink Partners |
Upgrade
|
Market Perform
→
Outperform
|
$70
|
$3.6B
|
$56.19
|
+3.8%
|
+0.9%
|
+5.9%
|
+4.2%
|
—
|
—
|
|
BLDP
|
Industrials |
Lake Street |
Upgrade
|
Hold
→
Buy
|
$5
|
$1.4B
|
$3.29
|
-1.2%
|
+31.6%
|
+45.3%
|
+42.9%
|
—
|
—
|
|
SHEL
|
Energy |
Erste Group |
Downgrade
|
Buy
→
Hold
|
—
|
$238.4B
|
$89.26
|
+0.3%
|
+0.5%
|
-2.3%
|
-5.6%
|
—
|
—
|
|
VZ
|
Communication Services |
Erste Group |
Downgrade
|
Buy
→
Hold
|
—
|
$198.7B
|
$47.57
|
-0.1%
|
-0.5%
|
-0.3%
|
-1.0%
|
—
|
—
|
|
AMGN
|
Healthcare |
Erste Group |
Downgrade
|
Buy
→
Hold
|
—
|
$177.6B
|
$323.85
|
-0.6%
|
+1.8%
|
+2.2%
|
+1.6%
|
—
|
—
|
|
RBLX
|
Technology |
Piper Sandler |
Downgrade
|
Overweight
→
Neutral
|
$50
|
$32.0B
|
$47.57
|
-0.9%
|
-7.4%
|
-8.0%
|
-5.9%
|
—
|
—
|
|
TSCO
|
Consumer Cyclical |
Piper Sandler |
Downgrade
|
Overweight
→
Neutral
|
$36
|
$16.7B
|
$32.31
|
-0.8%
|
+1.1%
|
+0.7%
|
-1.8%
|
—
|
—
|
|
FRMI
|
Utilities |
UBS |
Downgrade
|
Buy
→
Neutral
|
$6
|
$3.3B
|
$5.07
|
+0.0%
|
-2.6%
|
+9.7%
|
+1.0%
|
—
|
—
|
|
INSP
|
Healthcare |
BofA Securities |
Downgrade
|
Buy
→
Neutral
|
$53
|
$1.3B
|
$54.84
|
-14.3%
|
-12.0%
|
-16.7%
|
-16.9%
|
—
|
—
|
|
INSP
|
Healthcare |
Piper Sandler |
Downgrade
|
Overweight
→
Neutral
|
$55
|
$1.3B
|
$54.84
|
-14.3%
|
-12.0%
|
-16.7%
|
-16.9%
|
—
|
—
|
|
CCOI
|
Communication Services |
JP Morgan |
Downgrade
|
Overweight
→
Neutral
|
$22
|
$817M
|
$16.37
|
+1.5%
|
+10.3%
|
+1.4%
|
-0.3%
|
—
|
—
|
|
RRBI
|
Financial Services |
Stephens |
Downgrade
|
Overweight
→
Equal-Weight
|
$94
|
$605M
|
$88.52
|
-1.0%
|
+0.7%
|
+4.1%
|
+4.1%
|
—
|
—
|
|
BMRC
|
Financial Services |
Stephens |
Downgrade
|
Overweight
→
Equal-Weight
|
$26
|
$422M
|
$25.78
|
-2.0%
|
+0.3%
|
+1.7%
|
+1.1%
|
—
|
—
|
|
RPAY
|
Technology |
Stephens |
Downgrade
|
Overweight
→
Equal-Weight
|
$4
|
$307M
|
$4.00
|
-4.2%
|
-10.8%
|
-13.8%
|
-12.8%
|
—
|
—
|
|
AVNW
|
Technology |
Northland Capital |
Downgrade
|
Outperform
→
Market Perform
|
$20
|
$211M
|
$22.64
|
-37.1%
|
-33.3%
|
-27.3%
|
-27.9%
|
—
|
—
|
|
JRVR
|
Financial Services |
Citizens |
Downgrade
|
Mkt Outperform
→
Mkt Perform
|
—
|
$197M
|
$6.13
|
-16.0%
|
-23.7%
|
-26.4%
|
-29.9%
|
—
|
—
|
|
LRCX
|
Technology |
Seaport Research Partners |
Initiates
|
Buy
|
$300
|
$358.4B
|
$258.57
|
+3.1%
|
+6.7%
|
+14.9%
|
+10.8%
|
—
|
—
|
|
AMAT
|
Technology |
Seaport Research Partners |
Initiates
|
Buy
|
$500
|
$325.8B
|
$391.38
|
+3.3%
|
+5.0%
|
+9.5%
|
+4.9%
|
—
|
—
|
|
ETN
|
Industrials |
Erste Group |
Initiates
|
Buy
|
—
|
$155.0B
|
$422.44
|
-5.8%
|
-2.7%
|
-0.2%
|
-5.5%
|
—
|
—
|
|
YMM
|
Technology |
BofA Securities |
Initiates
|
Buy
|
$11
|
$9.3B
|
$8.62
|
+1.7%
|
+3.0%
|
+5.3%
|
+3.5%
|
—
|
—
|
|
CSTM
|
Basic Materials |
UBS |
Initiates
|
Buy
|
$38
|
$4.5B
|
$30.84
|
+2.1%
|
+6.9%
|
+8.1%
|
+6.6%
|
—
|
—
|
|
ACMR
|
Technology |
Seaport Research Partners |
Initiates
|
Buy
|
$75
|
$3.9B
|
$51.23
|
+4.3%
|
+3.1%
|
+8.1%
|
+15.6%
|
—
|
—
|
|
UCTT
|
Technology |
UBS |
Initiates
|
Buy
|
$130
|
$3.6B
|
$73.11
|
+9.4%
|
+13.7%
|
+14.2%
|
+9.3%
|
—
|
—
|
|
KALU
|
Basic Materials |
UBS |
Initiates
|
Neutral
|
$176
|
$2.9B
|
$169.42
|
+2.0%
|
+3.8%
|
+6.5%
|
+4.0%
|
—
|
—
|
|
SION
|
Healthcare |
Wedbush |
Initiates
|
Outperform
|
$53
|
$1.9B
|
$40.45
|
+2.7%
|
+1.3%
|
+7.0%
|
+7.1%
|
—
|
—
|
|
ABCL
|
Healthcare |
Cantor Fitzgerald |
Initiates
|
Overweight
|
$7
|
$1.5B
|
$4.59
|
+10.0%
|
+1.5%
|
+9.8%
|
+5.0%
|
—
|
—
|
|
CLYM
|
Healthcare |
Chardan Capital Markets |
Initiates
|
Buy
|
$22
|
$812M
|
$9.69
|
+2.5%
|
+18.2%
|
+26.1%
|
+22.9%
|
—
|
—
|
|
ANRO
|
Healthcare |
BofA Securities |
Initiates
|
Buy
|
$35
|
$768M
|
$25.19
|
+2.9%
|
+1.0%
|
-2.8%
|
-4.4%
|
—
|
—
|
|
NRGV
|
Utilities |
Cantor Fitzgerald |
Initiates
|
Overweight
|
$7
|
$716M
|
$4.44
|
+7.2%
|
+13.3%
|
-5.2%
|
-6.5%
|
—
|
—
|
|
ACRS
|
Healthcare |
Guggenheim |
Initiates
|
Buy
|
$12
|
$586M
|
$4.53
|
+4.2%
|
+4.9%
|
+5.5%
|
+7.3%
|
—
|
—
|
|
PYXS
|
Healthcare |
Wedbush |
Initiates
|
Outperform
|
$6
|
$142M
|
$1.76
|
+6.8%
|
+4.0%
|
+30.7%
|
+28.4%
|
—
|
—
|
|
BMRA
|
Healthcare |
Citizens |
Initiates
|
Mkt Outperform
|
$9
|
$7M
|
$2.16
|
+0.5%
|
+1.4%
|
+2.3%
|
+1.4%
|
—
|
—
|
|
META
|
Communication Services |
Mizuho |
Reiterates
|
Outperform
|
$835
|
$1.6T
|
$610.41
|
+0.5%
|
-0.9%
|
+0.4%
|
+1.0%
|
—
|
—
|
|
HD
|
Consumer Cyclical |
BofA Securities |
Reiterates
|
Buy
|
$374
|
$321.4B
|
$312.42
|
+0.3%
|
+1.0%
|
+3.4%
|
+3.3%
|
—
|
—
|
|
LOW
|
Consumer Cyclical |
BofA Securities |
Reiterates
|
Neutral
|
—
|
$129.3B
|
$223.72
|
+0.3%
|
+0.7%
|
+4.3%
|
+3.2%
|
—
|
—
|
|
GDDY
|
Technology |
UBS |
Reiterates
|
Neutral
|
$100
|
$11.9B
|
$88.28
|
-1.1%
|
-0.9%
|
-3.5%
|
+1.7%
|
—
|
—
|
|
VSEC
|
Industrials |
Jefferies |
Reiterates
|
Buy
|
$210
|
$4.6B
|
$168.11
|
+2.4%
|
+5.5%
|
+23.4%
|
+18.6%
|
—
|
—
|
|
ARI
|
Real Estate |
BofA Securities |
Reiterates
|
Neutral
|
$12
|
$1.4B
|
$10.99
|
-0.1%
|
+0.3%
|
-0.4%
|
-0.7%
|
—
|
—
|
|
TDUP
|
Consumer Cyclical |
Telsey Advisory Group |
Reiterates
|
Outperform
|
$7
|
$636M
|
$4.37
|
+7.3%
|
+14.6%
|
+15.3%
|
+12.6%
|
—
|
—
|
|
ACET
|
Healthcare |
Jefferies |
Reiterates
|
Buy
|
$19
|
$80M
|
$8.45
|
+1.9%
|
+0.7%
|
+1.2%
|
-1.5%
|
—
|
—
|