UPGRADES
Albemarle (ALB)
Brokerage Firm: RBC Capital Mkts | Action: Upgrade | Ratings Change: Underperform » Sector Perform | Price Tgt: $135 » $168
Array Tech (ARRY)
Brokerage Firm: Credit Suisse | Action: Upgrade | Ratings Change: Neutral » Outperform | Price Tgt: $42 » $31
Atara Biotherapeutics (ATRA)
Brokerage Firm: JP Morgan | Action: Upgrade | Ratings Change: Neutral » Overweight | Price Tgt: $23 » $29
BJ’s Wholesale (BJ)
Brokerage Firm: JP Morgan | Action: Upgrade | Ratings Change: Neutral » Overweight | Price Tgt: $40 » $51
Callon Petroleum (CPE)
Brokerage Firm: Siebert Williams Shank | Action: Upgrade | Ratings Change: Hold » Buy | Price Tgt: —
Chatham Lodging (CLDT)
Brokerage Firm: Stifel | Action: Upgrade | Ratings Change: Hold » Buy | Price Tgt: $14 » $14.50
Continental Resources (CLR)
Brokerage Firm: Siebert Williams Shank | Action: Upgrade | Ratings Change: Hold » Buy | Price Tgt: —
Cornerstone Building Brands (CNR)
Brokerage Firm: DA Davidson | Action: Upgrade | Ratings Change: Neutral » Buy | Price Tgt: —
Coupang (CPNG)
Brokerage Firm: Deutsche Bank | Action: Upgrade | Ratings Change: Hold » Buy | Price Tgt: $50 » $40
Energy Transfer (ET)
Brokerage Firm: Wells Fargo | Action: Upgrade | Ratings Change: Equal Weight » Overweight | Price Tgt: $12 » $13
EOG Resources (EOG)
Brokerage Firm: Siebert Williams Shank | Action: Upgrade | Ratings Change: Hold » Buy | Price Tgt: —
EQT Corp. (EQT)
Brokerage Firm: Siebert Williams Shank | Action: Upgrade | Ratings Change: Hold » Buy | Price Tgt: —
First Hawaiian (FHB)
Brokerage Firm: UBS | Action: Upgrade | Ratings Change: Sell » Neutral | Price Tgt: $22 » $28
Funko (FNKO)
Brokerage Firm: BofA Securities | Action: Upgrade | Ratings Change: Underperform » Buy | Price Tgt: $12 » $30
GrafTech International (EAF)
Brokerage Firm: RBC Capital Mkts | Action: Upgrade | Ratings Change: Sector Perform » Outperform | Price Tgt: $12 » $16
Infinera (INFN)
Brokerage Firm: Wolfe Research | Action: Upgrade | Ratings Change: Underperform » Peer Perform | Price Tgt: $10
Laredo Petroleum (LPI)
Brokerage Firm: Siebert Williams Shank | Action: Upgrade | Ratings Change: Hold » Buy | Price Tgt: —
Lowe’s (LOW)
Brokerage Firm: Oppenheimer | Action: Upgrade | Ratings Change: Perform » Outperform | Price Tgt: $235
Marathon Oil (MRO)
Brokerage Firm: Siebert Williams Shank | Action: Upgrade | Ratings Change: Hold » Buy | Price Tgt: —
Matador Resources (MTDR)
Brokerage Firm: Siebert Williams Shank | Action: Upgrade | Ratings Change: Hold » Buy | Price Tgt: —
Moog (MOG.A)
Brokerage Firm: Canaccord Genuity | Action: Upgrade | Ratings Change: Hold » Buy | Price Tgt: $85 » $100
Pioneer Natural Resources (PXD)
Brokerage Firm: KeyBanc Capital Markets | Action: Upgrade | Ratings Change: Sector Weight » Overweight | Price Tgt: $178
Points International (PCOM)
Brokerage Firm: RBC Capital Mkts | Action: Upgrade | Ratings Change: Sector Perform » Outperform | Price Tgt: $20
Pure Storage (PSTG)
Brokerage Firm: Evercore ISI | Action: Upgrade | Ratings Change: In-line » Outperform | Price Tgt: $30
Q2 Holdings (QTWO)
Brokerage Firm: DA Davidson | Action: Upgrade | Ratings Change: Neutral » Buy | Price Tgt: —
Range Resources (RRC)
Brokerage Firm: Siebert Williams Shank | Action: Upgrade | Ratings Change: Hold » Buy | Price Tgt: —
Ventas (VTR)
Brokerage Firm: Robert W. Baird | Action: Upgrade | Ratings Change: Neutral » Outperform | Price Tgt: $58
Ventas (VTR)
Brokerage Firm: KeyBanc Capital Markets | Action: Upgrade | Ratings Change: Underweight » Overweight | Price Tgt: $60
DOWNGRADES
Athene Holding (ATH)
Brokerage Firm: UBS | Action: Downgrade | Ratings Change: Buy » Neutral | Price Tgt: $55 » $66
DCP Midstream (DCP)
Brokerage Firm: Wells Fargo | Action: Downgrade | Ratings Change: Overweight » Equal Weight | Price Tgt: $25 » $26
Deere (DE)
Brokerage Firm: BMO Capital Markets | Action: Downgrade | Ratings Change: Outperform » Market Perform | Price Tgt: $400
Equitrans Midstream (ETRN)
Brokerage Firm: Wells Fargo | Action: Downgrade | Ratings Change: Equal Weight » Underweight | Price Tgt: $9
Ferro (FOE)
Brokerage Firm: Seaport Global Securities | Action: Downgrade | Ratings Change: Buy » Neutral | Price Tgt: —
ITT (ITT)
Brokerage Firm: Gordon Haskett | Action: Downgrade | Ratings Change: Buy » Hold | Price Tgt: $101
Kinder Morgan (KMI)
Brokerage Firm: Wells Fargo | Action: Downgrade | Ratings Change: Equal Weight » Underweight | Price Tgt: $17
Lumentum (LITE)
Brokerage Firm: Morgan Stanley | Action: Downgrade | Ratings Change: Overweight » Equal-Weight | Price Tgt: $120 » $90
Soliton (SOLY)
Brokerage Firm: Cantor Fitzgerald | Action: Downgrade | Ratings Change: Overweight » Neutral | Price Tgt: —
COVERAGE INITIATED
Baker Hughes (BKR)
Brokerage Firm: Goldman | Action: Initiated | Ratings Change: Buy | Price Tgt: $29
Boeing (BA)
Brokerage Firm: Wells Fargo | Action: Initiated | Ratings Change: Equal Weight | Price Tgt: $244
Booz Allen Hamilton (BAH)
Brokerage Firm: Wells Fargo | Action: Initiated | Ratings Change: Overweight | Price Tgt: $96
CACI Intl (CACI)
Brokerage Firm: Wells Fargo | Action: Initiated | Ratings Change: Overweight | Price Tgt: $311
Chicken Soup for the Soul Entertainment (CSSE)
Brokerage Firm: Canaccord Genuity | Action: Initiated | Ratings Change: Buy | Price Tgt: $50
Cisco (CSCO)
Brokerage Firm: MKM Partners | Action: Initiated | Ratings Change: Buy | Price Tgt: $61
Coinbase Global (COIN)
Brokerage Firm: Compass Point | Action: Initiated | Ratings Change: Neutral | Price Tgt: $325
Enphase Energy (ENPH)
Brokerage Firm: CapitalOne | Action: Initiated | Ratings Change: Overweight | Price Tgt: $175
General Dynamics (GD)
Brokerage Firm: Wells Fargo | Action: Initiated | Ratings Change: Overweight | Price Tgt: $216
Halliburton (HAL)
Brokerage Firm: Goldman | Action: Initiated | Ratings Change: Neutral | Price Tgt: $25
Helmerich & Payne (HP)
Brokerage Firm: Goldman | Action: Initiated | Ratings Change: Sell | Price Tgt: $27
Howmet Aerospace (HWM)
Brokerage Firm: Wells Fargo | Action: Initiated | Ratings Change: Overweight | Price Tgt: $39
INDUS Realty Trust (INDT)
Brokerage Firm: Citigroup | Action: Initiated | Ratings Change: Neutral | Price Tgt: $70
L3Harris (LHX)
Brokerage Firm: Wells Fargo | Action: Initiated | Ratings Change: Equal Weight | Price Tgt: $225
Leidos (LDOS)
Brokerage Firm: Wells Fargo | Action: Initiated | Ratings Change: Overweight | Price Tgt: $120
Liberty Oilfield Services (LBRT)
Brokerage Firm: Goldman | Action: Initiated | Ratings Change: Buy | Price Tgt: $17
Lockheed Martin (LMT)
Brokerage Firm: Wells Fargo | Action: Initiated | Ratings Change: Equal Weight | Price Tgt: $384
Lufax (LU)
Brokerage Firm: Macquarie | Action: Initiated | Ratings Change: Outperform | Price Tgt: $16
ManTech (MANT)
Brokerage Firm: Wells Fargo | Action: Initiated | Ratings Change: Equal Weight | Price Tgt: $83
Microsoft (MSFT)
Brokerage Firm: Rosenblatt | Action: Initiated | Ratings Change: Buy | Price Tgt: $301
Northrop Grumman (NOC)
Brokerage Firm: Wells Fargo | Action: Initiated | Ratings Change: Underweight | Price Tgt: $330
NOV Inc. (NOV)
Brokerage Firm: Goldman | Action: Initiated | Ratings Change: Neutral | Price Tgt: $18
One (AONE)
Brokerage Firm: Lake Street | Action: Initiated | Ratings Change: Buy | Price Tgt: $14
Raytheon Technologies (RTX)
Brokerage Firm: Wells Fargo | Action: Initiated | Ratings Change: Equal Weight | Price Tgt: $87
Schlumberger (SLB)
Brokerage Firm: Goldman | Action: Initiated | Ratings Change: Buy | Price Tgt: $38
Science Applications (SAIC)
Brokerage Firm: Wells Fargo | Action: Initiated | Ratings Change: Equal Weight | Price Tgt: $95
Transdigm Group (TDG)
Brokerage Firm: Wells Fargo | Action: Initiated | Ratings Change: Overweight | Price Tgt: $718
UiPath (PATH)
Brokerage Firm: Berenberg | Action: Initiated | Ratings Change: Hold | Price Tgt: $64
Woodward (WWD)
Brokerage Firm: Wells Fargo | Action: Initiated | Ratings Change: Equal Weight | Price Tgt: $130
COVERAGE RESUMED
Appian (APPN)
Brokerage Firm: Berenberg | Action: Resumed | Ratings Change: Hold | Price Tgt: $90
HCA (HCA)
Brokerage Firm: Citigroup | Action: Resumed | Ratings Change: Neutral | Price Tgt: $215
Intl Game Tech. PLC (IGT)
Brokerage Firm: Credit Suisse | Action: Resumed | Ratings Change: Outperform | Price Tgt: $32
New Fortress Energy (NFE)
Brokerage Firm: Morgan Stanley | Action: Resumed | Ratings Change: Overweight | Price Tgt: $55
NIKE (NKE)
Brokerage Firm: BofA Securities | Action: Resumed | Ratings Change: Neutral | Price Tgt: $150
REITERATED/PRICE TARGET CHANGED
Select Medical (SEM)
Brokerage Firm: The Benchmark Company | Action: Reiterated | Ratings Change: Buy | Price Tgt: $40 » $44