|
AMZN
|
Consumer Cyclical |
TD Cowen |
Maintains
|
Outperform
→
Outperform
|
—
|
$2.9T
|
$128.91
|
+9.4%
|
+8.3%
|
+1.9%
|
-1.6%
|
-1.5%
|
+0.5%
|
|
BKNG
|
Consumer Cyclical |
TD Cowen |
Maintains
|
Outperform
→
Outperform
|
—
|
$128.1B
|
$113.60
|
+11.1%
|
+7.9%
|
+5.9%
|
-0.5%
|
-0.7%
|
+0.6%
|
|
FTNT
|
Technology |
TD Cowen |
Downgrade
|
Outperform
→
Market Perform
|
—
|
$95.5B
|
$75.76
|
-20.2%
|
-25.1%
|
+1.6%
|
+1.5%
|
+2.1%
|
+1.3%
|
|
ABNB
|
Consumer Cyclical |
TD Cowen |
Maintains
|
Outperform
→
Outperform
|
—
|
$84.4B
|
$140.88
|
-0.3%
|
-0.5%
|
+2.2%
|
-2.5%
|
-1.2%
|
-1.4%
|
|
NET
|
Technology |
TD Cowen |
Maintains
|
Outperform
→
Outperform
|
—
|
$72.0B
|
$65.04
|
+10.4%
|
+6.9%
|
-2.5%
|
-1.8%
|
-4.5%
|
-0.5%
|
|
EXPE
|
Consumer Cyclical |
TD Cowen |
Maintains
|
Outperform
→
Outperform
|
—
|
$28.4B
|
$98.67
|
+2.5%
|
+4.6%
|
+4.2%
|
+2.2%
|
-0.0%
|
+1.7%
|
|
MTSI
|
Technology |
TD Cowen |
Maintains
|
Outperform
→
Outperform
|
—
|
$26.6B
|
$74.75
|
+0.3%
|
-0.2%
|
+3.7%
|
-2.0%
|
-0.5%
|
-0.7%
|
|
MRNA
|
Healthcare |
TD Cowen |
Downgrade
|
Outperform
→
Market Perform
|
—
|
$17.8B
|
$109.95
|
-1.0%
|
-1.6%
|
-6.5%
|
-1.4%
|
+2.1%
|
-1.5%
|
|
W
|
Consumer Cyclical |
TD Cowen |
Maintains
|
Market Perform
→
Market Perform
|
—
|
$7.5B
|
$84.67
|
+1.2%
|
-1.9%
|
+0.2%
|
-1.8%
|
-8.7%
|
-2.4%
|
|
PCTY
|
Technology |
TD Cowen |
Maintains
|
Outperform
→
Outperform
|
—
|
$6.4B
|
$212.70
|
-2.3%
|
-3.0%
|
+1.0%
|
-3.7%
|
+0.1%
|
+1.4%
|
|
GXO
|
Industrials |
TD Cowen |
Maintains
|
Outperform
→
Outperform
|
—
|
$5.3B
|
$63.54
|
+1.4%
|
+0.9%
|
+1.0%
|
+0.9%
|
-1.2%
|
-0.7%
|
|
SYNA
|
Technology |
TD Cowen |
Maintains
|
Outperform
→
Outperform
|
—
|
$4.9B
|
$89.78
|
-9.5%
|
+1.0%
|
+3.4%
|
-0.0%
|
-1.4%
|
-1.6%
|
|
QLYS
|
Technology |
TD Cowen |
Maintains
|
Hold
→
Hold
|
—
|
$3.6B
|
$138.04
|
+12.2%
|
+4.0%
|
+0.6%
|
-0.6%
|
+2.3%
|
+0.2%
|
|
ITRI
|
Technology |
TD Cowen |
Maintains
|
Outperform
→
Outperform
|
—
|
$3.6B
|
$76.56
|
-0.4%
|
-6.2%
|
-3.8%
|
-0.2%
|
+0.0%
|
+1.8%
|
|
SHAK
|
Consumer Cyclical |
TD Cowen |
Maintains
|
Market Perform
→
Market Perform
|
—
|
$2.7B
|
$74.67
|
+3.3%
|
+5.7%
|
+1.1%
|
-1.0%
|
-4.3%
|
+0.3%
|
|
TMDX
|
Healthcare |
TD Cowen |
Maintains
|
Outperform
→
Outperform
|
—
|
$2.7B
|
$87.53
|
-12.6%
|
-8.3%
|
-14.6%
|
-3.2%
|
-2.4%
|
-0.3%
|
|
DLX
|
Communication Services |
TD Cowen |
Maintains
|
Outperform
→
Outperform
|
—
|
$1.1B
|
$19.88
|
+1.3%
|
+3.5%
|
+4.9%
|
-0.5%
|
-4.8%
|
+0.1%
|
|
TNDM
|
Healthcare |
TD Cowen |
Maintains
|
Outperform
→
Outperform
|
—
|
$933M
|
$31.99
|
-6.6%
|
+4.4%
|
-9.8%
|
-6.6%
|
+1.7%
|
+2.4%
|