Upgrades: CAE (CAE) upgraded to Overweight from Equal-Weight at Morgan Stanley Lam Research (LRCX) upgraded to Buy from Hold at Deutsche Bank; tgt raised to $520 Monday.com (MNDY) upgraded to Overweight from Neutral at JP Morgan; tgt raised to $140 PerkinElmer (PKI) upgraded to Buy from Neutral at Citigroup; tgt raised to $170 Pulmonx (LUNG) upgraded to Buy from Neutral at Citigroup; tgt lowered to $10 QuidelOrtho (QDEL) upgraded to Buy from Neutral at Citigroup; tgt raised to $125 Southern (SO) upgraded to Outperform from Peer Perform at Wolfe Research; tgt $76 Downgrades: Allogene (ALLO) downgraded to Underperform from Buy at BofA Securities; tgt lowered to $9 Baxter (BAX) downgraded to Neutral from Buy at Citigroup; tgt lowered to $58 Brinker (EAT) downgraded to Sell from Neutral at Goldman; tgt lowered to $28 Cheesecake Factory (CAKE) downgraded to Sell from Neutral at Goldman; tgt lowered to $29 Curtiss-Wright (CW) downgraded to Equal-Weight from Overweight at Morgan Stanley; tgt raised to $188 Genuine Parts (GPC) downgraded to Sell from Neutral at Goldman; tgt raised to $147 HEICO (HEI) downgraded to Equal-Weight from Overweight at Morgan Stanley; tgt lowered to $172 Illumina (ILMN) downgraded to Sell from Neutral at Citigroup; tgt lowered to $180 Johnson Controls (JCI) downgraded to Neutral from Buy at BofA Securities; tgt lowered to $72 KLA Corporation (KLAC) downgraded to Hold from Buy at Deutsche Bank; tgt raised to $400 Laboratory Corp (LH) downgraded to Neutral from Buy at Citigroup; tgt lowered to $250 Leggett & Platt (LEG) downgraded to Underweight from Neutral at Piper Sandler; tgt lowered to $24 Micron (MU) downgraded to Hold from Buy at Deutsche Bank; tgt lowered to $55 Moog (MOG.A) downgraded to Underweight from Equal-Weight at Morgan Stanley; tgt raised to $89 Nevro (NVRO) downgraded to Equal Weight from Overweight at Wells Fargo; tgt lowered to $43 OceanFirst Finl (OCFC) downgraded to Neutral from Overweight at Piper Sandler; tgt $25 Qualcomm (QCOM) downgraded to Underweight from Equal Weight at Wells Fargo; tgt $105 RH (RH) downgraded to Sell from Neutral at Goldman; tgt lowered to $215 RxSight (RXST) downgraded to Equal Weight from Overweight at Wells Fargo; tgt lowered to $14 Spire (SR) downgraded to Underperform from Neutral at BofA Securities; tgt lowered to $61 Others: Affimed Therapeutics (AFMD) initiated with a Buy at H.C. Wainwright; tgt $6 Ageas SA/NV (AGESY) initiated with a Sell at Goldman Ambarella (AMBA) initiated with a Positive at Susquehanna; tgt $90 Coinbase Global (COIN) initiated with a Sector Weight at KeyBanc Capital Markets Elekta AB (EKTAY) initiated with a Sell at Citigroup Essilor International (ESLOY) initiated with a Buy at Citigroup Kinsale Capital (KNSL) initiated with a Hold at Jefferies; tgt $295 Palomar Holdings (PLMR) initiated with a Hold at Jefferies; tgt $55 Smith & Nephew (SNN) initiated with a Buy at Citigro