MONDAY’S TOP WALL STREET CALLS ❖ Evercore ISI: Reiterates $NFLX Outperform — expects modest Q3 beat. ❖ Mizuho: Downgrades $RIVN, $TXN, $SWKS, $QRVO to Underperform. ❖ Wolfe Research: $DLR to Outperform. ❖ Evercore ISI & Loop Capital: Turn more bullish on $AAPL — upgrade to Buy, PT $315. ❖ Bank of America: Reiterates $NVDA and $AVGO as top picks. ❖ Morgan Stanley: Initiates $AVPT Overweight; downgrades $PGR to Underweight. ❖ Goldman Sachs: Upgrades $DRI to Buy. ❖ Wedbush Securities: Reiterates $TSLA Outperform. ❖ Barclays: Upgrades $KLAC, downgrades $MRVL; upgrades $SRE ❖ BofA: Reiterates $GOOGL Buy, raises PT to $280. ❖ TD Cowen: Upgrades $ALLY to Buy. ❖ Wolfe Research: Initiates $SAIL Buy, PT $27. ❖ Citigroup: Initiates $WSC Buy; downgrades $GIL to Neutral.

STREET RECOMMENDATION - JULY 01, 2024 Upgrades $ADNT: BNP Paribas Upgrades to Neutral from Underperform - PT $26 $AGRO: JPMorgan Upgrades to Neutral from Underweight - PT $11.50 (from $10.50) $BIRK: UBS Upgrades to Buy from Neutral - PT $85 (from $52) $COLD: Wolfe Research Upgrades to Outperform from Peerperform - PT $31 $ICE: Goldman Sachs Upgrades to Buy from Neutral - PT $167 (from $143) $MGA: BNP Paribas Upgrades to Outperform from Neutral $TFX: Piper Sandler Upgrades to Overweight from Neutral - PT $245 (from $205) $TFX: Piper Sandler Upgrades to Overweight from Neutral - PT $245 (from $205) Downgrades $AMED: William Blair Downgrades to Market Perform from Outperform $ICFI: Truist Securities Downgrades to Hold from Buy - PT $155 (from $168) $NEP: RBC Capital Downgrades to Sector Perform from Outperform - PT $30 (from $38) $SAVA: H.C. Wainwright Downgrades to Neutral from Buy $ZBH: Piper Sandler Downgrades to Neutral from Overweight - PT $115 (from $140) Initiates $AMKR: JPMorgan Initiates at Overweight - PT $48 $AMT: Goldman Sachs Initiates at Buy - PT $230 $ATUS: Goldman Sachs Initiates at Sell - PT $2 $AXGN: Raymond James Initiates at Outperform - PT $13 $BIVI: ThinkEquity Initiates at Buy - PT $3 $CCOI: Goldman Sachs Initiates at Neutral - PT $56 $CHTR: Goldman Sachs Initiates at Sell - PT $250 $DLR: Goldman Sachs Initiates at Buy - PT $175 $EQIX: Goldman Sachs Initiates at Buy - PT $870 $FYBR: Goldman Sachs Initiates at Buy - PT $29 $GAUZ: Stifel Initiates at Buy - PT $18 $GAUZ: TD Cowen Initiates at Buy - PT $24 $IMMX: H.C. Wainwright Initiates at Buy - PT $7 $LUMN: Goldman Sachs Initiates at Sell - PT $1 $T: Goldman Sachs Initiates at Buy - PT $22 $TALK: Needham Initiates at Hold $TMUS: Goldman Sachs Initiates at Buy - PT $200 $VZ: Goldman Sachs Initiates at Neutral - PT $50 $WRB: TD Cowen Initiates at Buy - PT $103 : JMP Securities Initiates at Market Outperform - PT $6