Friday, May 10th:

• Upgrades:
  • Array Tech (ARRY) – Oppenheimer – Perform>>Outperform – $20
  • Dutch Bros (BROS) – TD Cowen – Hold>>Buy – $33>>$46
  • Cheesecake Factory (CAKE) – Citigroup – Neutral>>Buy – $38>>$47
  • Dominion Energy (D) – BofA Securities – Underperform>>Neutral – $43>>$54
  • HBT Financial (HBT) – Raymond James – Mkt Perform>>Outperform – $23
  • Lear (LEA) – Morgan Stanley – Equal-Weight>>Overweight – $150>>$160
  • 3M (MMM) – HSBC Securities – Hold>>Buy – $115
  • Roblox (RBLX) – MoffettNathanson – Sell>>Neutral – $26
  • Relay Therapeutics (RLAY) – Barclays – Equal Weight>>Overweight – $15
  • Squarespace (SQSP) – Mizuho – Neutral>>Buy – $34>>$50
  • TPG Inc. (TPG) – Morgan Stanley – Equal-Weight>>Overweight – $43>>$52
  • Warner Bros. Discovery (WBD) – KeyBanc Capital Markets – Sector Weight>>Overweight – $11
  • Tower Semi (TSEM) – Susquehanna – Neutral>>Positive – $36>>$55
  • Novavax (NVAX) – JP Morgan – Underweight>>Neutral
  • Bilibili (BILI) – CLSA – Outperform>>Buy
  • Novavax (NVAX) – BofA Securities – Underperform>>Neutral – $4>>$12
• Downgrades:
  • Baxter (BAX) – TD Cowen – Buy>>Hold – $40
  • Collegium Pharmaceutical (COLL) – Piper Sandler – Overweight>>Neutral – $39
  • Cerence (CRNC) – Wells Fargo – Overweight>>Equal Weight – $25>>$6.5
  • Ginkgo Bioworks (DNA) – William Blair – Mkt Perform>>Underperform
  • EPAM Systems (EPAM) – Scotiabank – Sector Outperform>>Sector Perform – $245
  • Globant (GLOB) – Scotiabank – Sector Outperform>>Sector Perform – $200
  • MacroGenics (MGNX) – TD Cowen – Buy>>Hold
  • MacroGenics (MGNX) – Stifel – Buy>>Hold – $29>>$7
  • MacroGenics (MGNX) – BMO Capital Markets – Outperform>>Market Perform – $24>>$8
  • Progyny (PGNY) – KeyBanc Capital Markets – Overweight>>Sector Weight
  • Planet Fitness (PLNT) – Stifel – Buy>>Hold – $80>>$70
  • PennantPark Investment (PNNT) – Raymond James – Outperform>>Mkt Perform
  • RAPT Therapeutics (RAPT) – Barclays – Overweight>>Equal Weight – $13>>$4
  • RAPT Therapeutics (RAPT) – Guggenheim – Buy>>Neutral
  • Ready Capital (RC) – Ladenburg Thalmann – Buy>>Neutral
  • Safehold (SAFE) – Mizuho – Buy>>Neutral – $22>>$20
  • TELUS International (TIXT) – Scotiabank – Sector Outperform>>Sector Perform – $10
  • Vital Farms (VITL) – Stifel – Buy>>Hold – $30>>$40
  • Light & Wonder (LNW) – Susquehanna – Positive>>Neutral – $111>>$95
  • Collegium Pharmaceutical (COLL) – Needham – Buy>>Hold
  • Evolv Technologies Holdings (EVLV) – Lake Street – Buy>>Hold – $6>>$3.5
  • Vista Outdoor (VSTO) – Lake Street – Buy>>Hold – $33>>$37
• Coverage Initiated:
  • Apogee Therapeutics (APGE) – BofA Securities – Buy – $80
  • Aquestive Therapeutics (AQST) – Leerink Partners – Outperform – $8
  • Soleno Therapeutics (SLNO) – Robert W. Baird – Outperform – $72
  • Sow Good (SOWG) – ROTH MKM – Buy – $15
  • Sow Good (SOWG) – Craig Hallum – Buy – $20
  • Solventum Corporation (SOLV) – BofA Securities – Neutral – $70

Thursday, May 9th:

Upgrades:

• Cheesecake Factory (CAKE)
  • Brokerage Firm: Raymond James
  • Ratings Change: Mkt Perform >> Outperform
  • Price Target: $42
• Editas Medicine (EDIT)
  • Brokerage Firm: Morgan Stanley
  • Ratings Change: Underweight >> Equal-Weight
  • Price Target: $7
• Emerson (EMR)
  • Brokerage Firm: Deutsche Bank
  • Ratings Change: Hold >> Buy
  • Price Target: $123 >> $138
• EVgo Inc. (EVGO)
  • Brokerage Firm: Cantor Fitzgerald
  • Ratings Change: Neutral >> Overweight
  • Price Target: $5 >> $4
• Fox Corporation (FOXA)
  • Brokerage Firm: BofA Securities
  • Ratings Change: Neutral >> Buy
  • Price Target: $34 >> $40
• LL Flooring Holdings (LL)
  • Brokerage Firm: Loop Capital
  • Ratings Change: Sell >> Hold
  • Price Target: $2
• Live Nation (LYV)
  • Brokerage Firm: Redburn Atlantic
  • Ratings Change: Neutral >> Buy
  • Price Target: $114 >> $115
• Shopify (SHOP)
  • Brokerage Firm: JMP Securities
  • Ratings Change: Mkt Perform >> Mkt Outperform
  • Price Target: $80
• Shopify (SHOP)
  • Brokerage Firm: Piper Sandler
  • Ratings Change: Underweight >> Neutral
  • Price Target: $63
• Select Water Solutions (WTTR)
  • Brokerage Firm: Citigroup
  • Ratings Change: Neutral >> Buy
  • Price Target: $13
• CytomX Therapeutics (CTMX)
  • Brokerage Firm: Wedbush
  • Ratings Change: Neutral >> Outperform
  • Price Target: $8
• Manulife Financial (MFC)
  • Brokerage Firm: National Bank Financial
  • Ratings Change: Sector Perform >> Outperform
• Affirm (AFRM)
  • Brokerage Firm: JP Morgan
  • Ratings Change: Neutral >> Overweight
  • Price Target: $41 >> $43

Downgrades:

• DoubleVerify (DV)
  • Brokerage Firm: BofA Securities
  • Ratings Change: Buy >> Underperform
  • Price Target: $45 >> $18
• Enhabit Inc. (EHAB)
  • Brokerage Firm: Jefferies
  • Ratings Change: Buy >> Hold
  • Price Target: $14 >> $8.75
• Skyworks (SWKS)
  • Brokerage Firm: Wolfe Research
  • Ratings Change: Outperform >> Peer Perform
• TripAdvisor (TRIP)
  • Brokerage Firm: DA Davidson
  • Ratings Change: Buy >> Neutral
  • Price Target: $31 >> $20
• Viridian Therapeutics (VRDN)
  • Brokerage Firm: B. Riley Securities
  • Ratings Change: Buy >> Neutral
  • Price Target: $25 >> $20
• SolarEdge Technologies (SEDG)
  • Brokerage Firm: Northland Capital
  • Ratings Change: Outperform >> Market Perform
• Viridian Therapeutics (VRDN)
  • Brokerage Firm: Ladenburg Thalmann
  • Ratings Change: Buy >> Neutral
• Louisiana-Pacific (LPX)
  • Brokerage Firm: Seaport Research Partners
  • Ratings Change: Buy >> Neutral
• Airbnb (ABNB)
  • Brokerage Firm: HSBC Securities
  • Ratings Change: Buy >> Hold
  • Price Target: $160 >> $156

Coverage Initiated:

• Perspective Therapeutics (CATX)
  • Brokerage Firm: Cantor Fitzgerald
  • Ratings Change: Overweight
• DiaSorin S.p.A. (DSRLF)
  • Brokerage Firm: Barclays
  • Ratings Change: Equal Weight
• ArcelorMittal (MT)
  • Brokerage Firm: Goldman
  • Ratings Change: Neutral
• Barclays PLC (BCS)
  • Brokerage Firm: Deutsche Bank
  • Ratings Change: Buy
• Lloyds Banking (LYG)
  • Brokerage Firm: Deutsche Bank
  • Ratings Change: Buy

Wednesday, May 8th:

Upgrades:

• Alignment Healthcare (ALHC)
  • Brokerage Firm: Piper Sandler
  • Ratings Change: Neutral >> Overweight
  • Price Target: $6 >> $8
• Datadog (DDOG)
  • Brokerage Firm: Robert W. Baird
  • Ratings Change: Neutral >> Outperform
  • Price Target: $130 >> $140
• Energizer (ENR)
  • Brokerage Firm: Morgan Stanley
  • Ratings Change: Underweight >> Equal-Weight
  • Price Target: $33
• Envestnet (ENV)
  • Brokerage Firm: Jefferies
  • Ratings Change: Underperform >> Hold
  • Price Target: $47 >> $59
• HireRight Holdings (HRT)
  • Brokerage Firm: William Blair
  • Ratings Change: Mkt Perform >> Outperform
• Hexcel (HXL)
  • Brokerage Firm: Wells Fargo
  • Ratings Change: Equal Weight >> Overweight
  • Price Target: $81 >> $95
• Intl Flavors (IFF)
  • Brokerage Firm: JP Morgan
  • Ratings Change: Neutral >> Overweight
  • Price Target: $75 >> $100
• Nutanix (NTNX)
  • Brokerage Firm: Raymond James
  • Ratings Change: Mkt Perform >> Outperform
  • Price Target: $72
• Old Dominion (ODFL)
  • Brokerage Firm: Robert W. Baird
  • Ratings Change: Neutral >> Outperform
  • Price Target: $205
• Orthofix (OFIX)
  • Brokerage Firm: ROTH MKM
  • Ratings Change: Neutral >> Buy
  • Price Target: $15 >> $20
• Boston Beer Co (SAM)
  • Brokerage Firm: Deutsche Bank
  • Ratings Change: Sell >> Hold
  • Price Target: $273
• Confluent (CFLT)
  • Brokerage Firm: Canaccord Genuity
  • Ratings Change: Hold >> Buy
  • Price Target: $35
• Crexendo (CXDO)
  • Brokerage Firm: B. Riley Securities
  • Ratings Change: Neutral >> Buy
  • Price Target: $6.75 >> $5.75
• ExlService (EXLS)
  • Brokerage Firm: Wedbush
  • Ratings Change: Neutral >> Outperform
  • Price Target: $34 >> $40
• Redfin (RDFN)
  • Brokerage Firm: Stephens
  • Ratings Change: Equal-Weight >> Overweight
  • Price Target: $8 >> $9
• ADTRAN (ADTN)
  • Brokerage Firm: Northland Capital
  • Ratings Change: Market Perform >> Outperform
  • Price Target: $7.5
• Myriad Genetics (MYGN)
  • Brokerage Firm: Leerink Partners
  • Ratings Change: Market Perform >> Outperform
  • Price Target: $25 >> $35
• SK Telecom (SKM)
  • Brokerage Firm: Nomura
  • Ratings Change: Reduce >> Neutral

Downgrades:

• Definitive Healthcare (DH)
  • Brokerage Firm: Morgan Stanley
  • Ratings Change: Overweight >> Equal-Weight
  • Price Target: $11.5 >> $9
• DoubleVerify (DV)
  • Brokerage Firm: KeyBanc Capital Markets
  • Ratings Change: Overweight >> Sector Weight
• Golub Capital (GBDC)
  • Brokerage Firm: Raymond James
  • Ratings Change: Outperform >> Mkt Perform
• WK Kellogg Co (KLG)
  • Brokerage Firm: Exane BNP Paribas
  • Ratings Change: Neutral >> Underperform
  • Price Target: $20
• NASDAQ (NDAQ)
  • Brokerage Firm: Rosenblatt
  • Ratings Change: Buy >> Neutral
  • Price Target: $76 >> $64
• Nuvei Corporation (NVEI)
  • Brokerage Firm: JP Morgan
  • Ratings Change: Overweight >> Neutral
  • Price Target: $32 >> $34
• Premier (PINC)
  • Brokerage Firm: Canaccord Genuity
  • Ratings Change: Buy >> Hold
  • Price Target: $27 >> $21
• Runway Growth Finance (RWAY)
  • Brokerage Firm: Compass Point
  • Ratings Change: Buy >> Neutral
  • Price Target: $12.75
• Rhythm Pharmaceuticals (RYTM)
  • Brokerage Firm: BofA Securities
  • Ratings Change: Buy >> Neutral
  • Price Target: $49 >> $42
• Saratoga Investment (SAR)
  • Brokerage Firm: Oppenheimer
  • Ratings Change: Outperform >> Perform
• Shoals Technologies (SHLS)
  • Brokerage Firm: ROTH MKM
  • Ratings Change: Buy >> Neutral
  • Price Target: $15 >> $8
• Treace Medical Concepts (TMCI)
  • Brokerage Firm: BTIG Research
  • Ratings Change: Buy >> Neutral
• Treace Medical Concepts (TMCI)
  • Brokerage Firm: JP Morgan
  • Ratings Change: Overweight >> Neutral
  • Price Target: $15 >> $8
• Vishay Precision (VPG)
  • Brokerage Firm: B. Riley Securities
  • Ratings Change: Buy >> Neutral
  • Price Target: $37 >> $36
• Victoria’s Secret (VSCO)
  • Brokerage Firm: Barclays
  • Ratings Change: Equal Weight >> Underweight
  • Price Target: $14
• WideOpenWest (WOW)
  • Brokerage Firm: Raymond James
  • Ratings Change: Outperform >> Mkt Perform
• ZoomInfo (ZI)
  • Brokerage Firm: Goldman
  • Ratings Change: Neutral >> Sell
  • Price Target: $19.5 >> $12
• ZoomInfo (ZI)
  • Brokerage Firm: Piper Sandler
  • Ratings Change: Overweight >> Neutral
  • Price Target: $24 >> $15
• Treace Medical Concepts (TMCI)
  • Brokerage Firm: Stifel
  • Ratings Change: Buy >> Hold
  • Price Target: $15 >> $6
• ZoomInfo (ZI)
  • Brokerage Firm: Mizuho
  • Ratings Change: Buy >> Neutral
  • Price Target: $23

Coverage Initiated:

• Sutro Biopharma (STRO):
  • Brokerage Firm: BofA Securities
  • Ratings Change: Buy
  • Price Target: $12
• Advanced Drainage Systems (WMS):
  • Brokerage Firm: Northcoast
  • Ratings Change: Buy
  • Price Target: $190

Tuesday, May 7th:

Upgrades

• Advanced Micro (AMD)
  • Brokerage Firm: DZ Bank
  • Ratings Change: Hold >> Buy
  • Price Target: $190
• Design Therapeutics (DSGN)
  • Brokerage Firm: Piper Sandler
  • Ratings Change: Neutral >> Overweight
  • Price Target: $6 >> $12
• Gap (GPS)
  • Brokerage Firm: Citigroup
  • Ratings Change: Neutral >> Buy
  • Price Target: $21 >> $28
• Cloudflare (NET)
  • Brokerage Firm: DZ Bank
  • Ratings Change: Hold >> Buy
  • Price Target: $95
• Omnicom (OMC)
  • Brokerage Firm: Barclays
  • Ratings Change: Equal Weight >> Overweight
  • Price Target: $100 >> $110
• Philips (PHG)
  • Brokerage Firm: Exane BNP Paribas
  • Ratings Change: Underperform >> Neutral
• Insulet (PODD)
  • Brokerage Firm: Wolfe Research
  • Ratings Change: Peer Perform >> Outperform
  • Price Target: $200
• Sunstone Hotel (SHO)
  • Brokerage Firm: Compass Point
  • Ratings Change: Sell >> Neutral
  • Price Target: $10 >> $12
• Target (TGT)
  • Brokerage Firm: Citigroup
  • Ratings Change: Neutral >> Buy
  • Price Target: $180
• Ubisoft (UBSFY)
  • Brokerage Firm: Stifel
  • Ratings Change: Hold >> Buy
• Vale S.A. (VALE)
  • Brokerage Firm: UBS
  • Ratings Change: Neutral >> Buy
  • Price Target: $13 >> $15
• Cognex (CGNX)
  • Brokerage Firm: HSBC Securities
  • Ratings Change: Hold >> Buy

Downgrades

• CVS Health (CVS)
  • Brokerage Firm: TD Cowen
  • Ratings Change: Buy >> Hold
  • Price Target: $99 >> $59
• Integra (IART)
  • Brokerage Firm: Wells Fargo
  • Ratings Change: Overweight >> Equal Weight
  • Price Target: $45 >> $25
• Lyra Therapeutics (LYRA)
  • Brokerage Firm: BofA Securities
  • Ratings Change: Buy >> Underperform
• Lyra Therapeutics (LYRA)
  • Brokerage Firm: Jefferies
  • Ratings Change: Buy >> Hold
  • Price Target: $10 >> $0.5
• Lyra Therapeutics (LYRA)
  • Brokerage Firm: H.C. Wainwright
  • Ratings Change: Buy >> Neutral
  • Price Target: $12 >> $2
• Teradata (TDC)
  • Brokerage Firm: BofA Securities
  • Ratings Change: Neutral >> Underperform
  • Price Target: $48 >> $39
• Vestis (VSTS)
  • Brokerage Firm: Redburn Atlantic
  • Ratings Change: Buy >> Neutral
  • Price Target: $13.4
• Integra (IART)
  • Brokerage Firm: Oppenheimer
  • Ratings Change: Outperform >> Perform

Coverage Initiated

• Corning (GLW)
  • Brokerage Firm: Mizuho
  • Ratings Change: Neutral
  • Price Target: $36
• Metagenomi (MGX)
  • Brokerage Firm: H.C. Wainwright
  • Ratings Change: Buy
  • Price Target: $10
• Summit Therapeutics (SMMT)
  • Brokerage Firm: Citigroup
  • Ratings Change: Buy
  • Price Target: $7
• UL Solutions Inc. (ULS)
  • Brokerage Firm: BofA Securities
  • Ratings Change: Buy
  • Price Target: $42
• UL Solutions Inc. (ULS)
  • Brokerage Firm: Wells Fargo
  • Ratings Change: Overweight
  • Price Target: $40
• UL Solutions Inc. (ULS)
  • Brokerage Firm: Citigroup
  • Ratings Change: Buy
  • Price Target: $41
• UL Solutions Inc. (ULS)
  • Brokerage Firm: Stifel
  • Ratings Change: Buy
  • Price Target: $40
• UL Solutions Inc. (ULS)
  • Brokerage Firm: JP Morgan
  • Ratings Change: Overweight
  • Price Target: $39
• UL Solutions Inc. (ULS)
  • Brokerage Firm: Robert W. Baird
  • Ratings Change: Outperform
  • Price Target: $40
• UL Solutions Inc. (ULS)
  • Brokerage Firm: Jefferies
  • Ratings Change: Buy
  • Price Target: $42
• UL Solutions Inc. (ULS)
  • Brokerage Firm: UBS
  • Ratings Change: Neutral
  • Price Target: $38
• UL Solutions Inc. (ULS)
  • Brokerage Firm: Goldman
  • Ratings Change: Neutral
  • Price Target: $39
• UL Solutions Inc. (ULS)
  • Brokerage Firm: Raymond James
  • Ratings Change: Outperform
  • Price Target: $42
• UL Solutions Inc. (ULS)
  • Brokerage Firm: William Blair
  • Ratings Change: Outperform
• Ares Management (ARES)
  • Brokerage Firm: TD Cowen
  • Ratings Change: Buy
  • Price Target: $154
• LanzaTech (LNZA)
  • Brokerage Firm: TD Cowen
  • Ratings Change: Hold
  • Price Target: $3

Monday, May 6th:

Upgrades

• Bausch + Lomb (BLCO)
  • Brokerage Firm: Morgan Stanley
  • Ratings Change: Equal-Weight >> Overweight
  • Price Target: $16 >> $18
• Blueprint Medicines (BPMC)
  • Brokerage Firm: Leerink Partners
  • Ratings Change: Underperform >> Market Perform
  • Price Target: $50 >> $97
• Banco Santander Brasil (BSBR)
  • Brokerage Firm: BofA Securities
  • Ratings Change: Neutral >> Buy
• Camden Property (CPT)
  • Brokerage Firm: Piper Sandler
  • Ratings Change: Underweight >> Neutral
  • Price Target: $90 >> $110
• CytomX Therapeutics (CTMX)
  • Brokerage Firm: Jefferies
  • Ratings Change: Hold >> Buy
  • Price Target: $2.5 >> $8
• Glaukos (GKOS)
  • Brokerage Firm: Jefferies
  • Ratings Change: Hold >> Buy
  • Price Target: $84 >> $125
• Mid-America Aptmt (MAA)
  • Brokerage Firm: Wedbush
  • Ratings Change: Neutral >> Outperform
  • Price Target: $135 >> $154
• Melco Resorts & Entertainment (MLCO)
  • Brokerage Firm: Morgan Stanley
  • Ratings Change: Equal-Weight >> Overweight
  • Price Target: $8.3 >> $9.6
• Micron (MU)
  • Brokerage Firm: Robert W. Baird
  • Ratings Change: Neutral >> Outperform
  • Price Target: $115 >> $150
• Silicon Motion (SIMO)
  • Brokerage Firm: Morgan Stanley
  • Ratings Change: Equal-Weight >> Overweight
  • Price Target: $59 >> $88
• Sensata Tech (ST)
  • Brokerage Firm: Evercore ISI
  • Ratings Change: In-line >> Outperform
  • Price Target: $44 >> $60
• Wolverine (WWW)
  • Brokerage Firm: Seaport Research Partners
  • Ratings Change: Neutral >> Buy
  • Price Target: $15
• U.S. Steel (X)
  • Brokerage Firm: Morgan Stanley
  • Ratings Change: Equal-Weight >> Overweight
  • Price Target: $51 >> $48
• Chemomab Therapeutics (CMMB)
  • Brokerage Firm: Oppenheimer
  • Ratings Change: Perform >> Outperform
  • Price Target: $6
• ModivCare (MODV)
  • Brokerage Firm: Lake Street
  • Ratings Change: Hold >> Buy
  • Price Target: $50

Downgrades

• Comerica (CMA)
  • Brokerage Firm: Citigroup
  • Ratings Change: Buy >> Neutral
  • Price Target: $56
• Johnson Controls (JCI)
  • Brokerage Firm: UBS
  • Ratings Change: Buy >> Neutral
  • Price Target: $74 >> $68
• Peloton (PTON)
  • Brokerage Firm: Citigroup
  • Ratings Change: Buy >> Neutral
  • Price Target: $8 >> $4
• Ryan Specialty Group (RYAN)
  • Brokerage Firm: Wolfe Research
  • Ratings Change: Outperform >> Peer Perform
• Victoria’s Secret (VSCO)
  • Brokerage Firm: Morgan Stanley
  • Ratings Change: Equal-Weight >> Underweight
  • Price Target: $19 >> $15
• Uniti Group (UNIT)
  • Brokerage Firm: Raymond James
  • Ratings Change: Strong Buy >> Outperform
  • Price Target: $8 >> $6
• Carpenter Tech (CRS)
  • Brokerage Firm: Northcoast
  • Ratings Change: Buy >> Neutral
• Daqo New Energy (DQ)
  • Brokerage Firm: HSBC Securities
  • Ratings Change: Hold >> Reduce
  • Price Target: $23.5 >> $17.5
• LuxUrban Hotels (LUXH)
  • Brokerage Firm: Northland Capital
  • Ratings Change: Outperform >> Market Perform
• Lyra Therapeutics (LYRA)
  • Brokerage Firm: William Blair
  • Ratings Change: Outperform >> Mkt Perform

Coverage Initiated

• EHang (EH)
  • Brokerage Firm: Morgan Stanley
  • Ratings Change: Overweight
  • Price Target: $27.5
• enCore Energy Corp. (EU)
  • Brokerage Firm: H.C. Wainwright
  • Ratings Change: Buy
  • Price Target: $7.5
• Flutter Entertainment (FLUT)
  • Brokerage Firm: MoffettNathanson
  • Ratings Change: Buy
  • Price Target: $240
• Jasper Therapeutics (JSPR)
  • Brokerage Firm: H.C. Wainwright
  • Ratings Change: Buy
  • Price Target: $65
• PACS Group (PACS)
  • Brokerage Firms: RBC Capital Mkts, Truist, Oppenheimer, Citigroup, JP Morgan, Stephens
  • Ratings Change: Outperform, Buy, Outperform, Buy, Overweight, Overweight
  • Price Targets: $30, $32, $31, $32, $27, $31
• Eton Pharmaceuticals (ETON)
  • Brokerage Firm: Craig Hallum
  • Ratings Change: Buy
  • Price Target: $8