| Barclays | Initiates | Arcosa (ACA) | $95.70 | $106.00 | Overweight | Low |
| Robert W. Baird | Raises Target | Agree Realty (ADC) | $74.40 | $67.00 ➝ $76.00 | Outperform ➝ Outperform | Low |
| BTIG Research | Raises Target | Agilysys (AGYS) | $117.94 | $118.00 ➝ $124.00 | Buy ➝ Buy | Medium |
| Needham & Company LLC | Reiterates | Agilysys (AGYS) | $117.94 | $125.00 ➝ $125.00 | Buy ➝ Buy | Medium |
| Northland Securities | Reiterates | Agilysys (AGYS) | $117.94 | $132.00 ➝ $145.00 | Outperform ➝ Outperform | N/A |
| JMP Securities | Raises Target | Alkami Technology (ALKT) | $38.78 | $38.00 ➝ $41.00 | Market Outperform ➝ Market Outperform | Low |
| KeyCorp | Lowers Target | Amkor Technology (AMKR) | $25.44 | $38.00 ➝ $34.00 | Overweight ➝ Overweight | High |
| Morgan Stanley | Lowers Target | Amkor Technology (AMKR) | $25.44 | $35.00 ➝ $26.00 | Equal Weight ➝ Equal Weight | High |
| Needham & Company LLC | Lowers Target | Amkor Technology (AMKR) | $25.44 | $45.00 ➝ $34.00 | Buy ➝ Buy | High |
| Benchmark | Raises Target | Alliance Resource Partners (ARLP) | $25.65 | $26.00 ➝ $27.00 | Buy ➝ Buy | Low |
| HC Wainwright | Reiterates | Atlas Lithium (ATLX) | $10.89 | $19.00 ➝ $19.00 | Buy ➝ Buy | High |
| HC Wainwright | Reiterates | Atyr PHARMA (ATYR) | $3.56 | $35.00 ➝ $35.00 | Buy ➝ Buy | High |
| Barclays | Raises Target | Booz Allen Hamilton (BAH) | $186.00 | $142.00 ➝ $175.00 | Underweight ➝ Underweight | N/A |
| JPMorgan Chase & Co. | Raises Target | Blade Air Mobility (BLDE) | $3.75 | $5.00 ➝ $6.00 | Overweight ➝ Overweight | N/A |
| Piper Sandler | Raises Target | Bank of Hawaii (BOH) | $72.39 | $61.00 ➝ $66.00 | Underweight ➝ Underweight | Low |
| Barclays | Raises Target | Bank of Hawaii (BOH) | $72.39 | $50.00 ➝ $56.00 | Underweight ➝ Underweight | N/A |
| BTIG Research | Raises Target | Boot Barn (BOOT) | $148.50 | $165.00 ➝ $185.00 | Buy ➝ Buy | High |
| Williams Trading | Reiterates | Boot Barn (BOOT) | $148.50 | $173.00 ➝ $173.00 | Buy ➝ Buy | N/A |
| Barclays | Lowers Target | Beyond (BYON) | $7.17 | $14.00 ➝ $8.00 | Equal Weight ➝ Equal Weight | N/A |
| Barclays | Raises Target | CACI International (CACI) | $547.78 | $500.00 ➝ $610.00 | Overweight ➝ Overweight | N/A |
| Needham & Company LLC | Reiterates | Calix (CALX) | $39.44 | $45.00 ➝ $45.00 | Buy ➝ Buy | Low |
| Raymond James | Initiates | Chain Bridge Bancorp (CBNA) | $20.85 | $29.00 | Strong-Buy | Low |
| Piper Sandler | Initiates | Chain Bridge Bancorp (CBNA) | $20.85 | $27.00 | Overweight | Low |
| Hovde Group | Raises Target | Coastal Financial (CCB) | $63.63 | $67.00 ➝ $76.00 | Outperform | Low |
| Barclays | Lowers Target | CCC Intelligent Solutions (CCCS) | $10.20 | $14.00 ➝ $13.00 | Equal Weight ➝ Equal Weight | N/A |
| Needham & Company LLC | Lowers Target | Cadence Design Systems (CDNS) | $272.46 | $320.00 ➝ $315.00 | Buy ➝ Buy | High |
| Robert W. Baird | Raises Target | Cadence Design Systems (CDNS) | $272.46 | $332.00 ➝ $340.00 | Outperform ➝ Outperform | High |
| Vertical Research | Downgrades | Celanese (CE) | $128.60 | $130.00 | Hold ➝ Sell | Low |
| Barclays | Lowers Target | Centene (CNC) | $61.87 | $97.00 ➝ $91.00 | Overweight ➝ Overweight | N/A |
| Morgan Stanley | Raises Target | Corpay (CPAY) | $336.59 | $275.00 ➝ $325.00 | Equal Weight ➝ Equal Weight | Low |
| Barclays | Initiates | CRH (CRH) | $93.79 | $110.00 | Overweight | Low |
| Canaccord Genuity Group | Raises Target | Castle Biosciences (CSTL) | $32.40 | $35.00 ➝ $42.00 | Buy ➝ Buy | N/A |
| Alembic Global Advisors | Initiates | Curtiss-Wright (CW) | $349.71 | $412.00 | Overweight | High |
| JPMorgan Chase & Co. | Downgrades | CEMEX (CX) | $5.49 | $7.00 ➝ $6.00 | Overweight ➝ Neutral | Low |
| Barclays | Lowers Target | CEMEX (CX) | $5.49 | $9.00 ➝ $8.00 | Overweight ➝ Overweight | N/A |
| KeyCorp | Raises Target | Encompass Health (EHC) | $96.00 | $115.00 ➝ $117.00 | Overweight ➝ Overweight | Low |
| Barclays | Raises Target | Encompass Health (EHC) | $96.00 | $109.00 ➝ $116.00 | Overweight ➝ Overweight | N/A |
| HC Wainwright | Lowers Target | Ekso Bionics (EKSO) | $1.09 | $10.00 ➝ $9.00 | Buy ➝ Buy | Low |
| DA Davidson | Reiterates | Estée Lauder Companies (EL) | $88.92 | $130.00 ➝ $130.00 | Buy ➝ Buy | Low |
| Mizuho | Initiates | Evergy (EVRG) | $60.97 | $67.00 | Outperform | Low |
| Canaccord Genuity Group | Raises Target | Exact Sciences (EXAS) | $69.35 | $75.00 ➝ $95.00 | Buy ➝ Buy | N/A |
| Chardan Capital | Reiterates | EyePoint Pharmaceuticals (EYPT) | $12.00 | $28.00 ➝ $28.00 | Buy ➝ Buy | Low |
| Morgan Stanley | Raises Target | F5 (FFIV) | $241.58 | $215.00 ➝ $230.00 | Equal Weight ➝ Equal Weight | High |
| Piper Sandler | Raises Target | F5 (FFIV) | $241.58 | $186.00 ➝ $246.00 | Neutral ➝ Neutral | Low |
| Barclays | Raises Target | F5 (FFIV) | $241.58 | $214.00 ➝ $246.00 | Equal Weight ➝ Equal Weight | N/A |
| Stephens | Raises Target | FinWise Bancorp (FINW) | $16.20 | $17.00 ➝ $18.00 | Overweight ➝ Overweight | N/A |
| Janney Montgomery Scott | Upgrades | First Solar (FSLR) | $206.99 | $260.00 | Neutral ➝ Buy | Low |
| HSBC | Upgrades | TechnipFMC (FTI) | $26.08 | $32.00 | Hold ➝ Buy | N/A |
| Guggenheim | Initiates | Cedar Fair (FUN) | $42.07 | $52.00 | Buy | High |
| Barclays | Raises Target | General Dynamics (GD) | $303.92 | $325.00 ➝ $330.00 | Overweight ➝ Overweight | N/A |
| Guggenheim | Initiates | Genelux (GNLX) | $3.07 | $8.00 | Buy | Low |
| Telsey Advisory Group | Reiterates | Grocery Outlet (GO) | $16.84 | $27.00 ➝ $27.00 | Outperform ➝ Outperform | Low |
| Northcoast Research | Initiates | W.W. Grainger (GWW) | $1,104.13 | | Neutral | Low |
| Stephens | Raises Target | Heritage Financial (HFWA) | $22.97 | $24.00 ➝ $26.00 | Equal Weight ➝ Equal Weight | Low |
| Cantor Fitzgerald | Initiates | HIVE Digital Technologies (HIVE) | $4.28 | $9.00 | Overweight | High |
| Needham & Company LLC | Reiterates | Harmonic (HLIT) | $11.80 | $18.00 ➝ $18.00 | Buy ➝ Buy | High |
| Raymond James | Downgrades | Harmonic (HLIT) | $11.80 | $17.00 ➝ $14.00 | Strong-Buy ➝ Outperform | High |
| Barclays | Lowers Target | Harmonic (HLIT) | $11.80 | $20.00 ➝ $17.00 | Overweight ➝ Overweight | N/A |
| Northland Securities | Lowers Target | Harmonic (HLIT) | $11.80 | $16.00 ➝ $14.00 | Outperform ➝ Outperform | N/A |
| Needham & Company LLC | Reiterates | Harmony Biosciences (HRMY) | $37.90 | $52.00 ➝ $52.00 | Buy ➝ Buy | N/A |
| Canaccord Genuity Group | Lowers Target | Joby Aviation (JOBY) | $5.25 | $10.50 ➝ $9.75 | Buy ➝ Buy | Low |
| JMP Securities | Raises Target | KKR & Co. Inc. (KKR) | $140.72 | $150.00 ➝ $155.00 | Market Outperform ➝ Market Outperform | Low |
| Citigroup | Upgrades | Coca-Cola FEMSA (KOF) | $86.00 | $93.00 ➝ $102.00 | Neutral ➝ Buy | Medium |
| Barclays | Raises Target | Lockheed Martin (LMT) | $555.17 | $505.00 ➝ $565.00 | Equal Weight ➝ Equal Weight | N/A |
| Piper Sandler | Raises Target | Meridian (MRBK) | $13.62 | $14.00 ➝ $15.00 | Neutral ➝ Neutral | Low |
| Piper Sandler | Raises Target | Midland States Bancorp (MSBI) | $24.67 | $26.00 ➝ $27.00 | Neutral ➝ Neutral | Low |
| Robert W. Baird | Raises Target | Inari Medical (NARI) | $45.51 | $66.00 ➝ $67.00 | Outperform ➝ Outperform | Low |
| Piper Sandler | Raises Target | Inari Medical (NARI) | $45.51 | $50.00 ➝ $52.00 | Neutral ➝ Neutral | Low |
| Needham & Company LLC | Reiterates | Inari Medical (NARI) | $45.51 | | Hold | Low |
| Canaccord Genuity Group | Raises Target | Inari Medical (NARI) | $45.51 | $71.00 ➝ $74.00 | Buy ➝ Buy | High |
| Needham & Company LLC | Reiterates | Neurocrine Biosciences (NBIX) | $116.30 | | Hold | Low |
| Barclays | Raises Target | Northrop Grumman (NOC) | $511.00 | $500.00 ➝ $550.00 | Equal Weight ➝ Equal Weight | N/A |
| Barclays | Lowers Target | NOV (NOV) | $15.40 | $17.00 ➝ $16.00 | Underweight ➝ Underweight | N/A |
| BMO Capital Markets | Raises Target | NRG Energy (NRG) | $88.30 | $90.00 ➝ $94.00 | Market Perform ➝ Market Perform | N/A |
| Canaccord Genuity Group | Raises Target | Natera (NTRA) | $120.71 | $145.00 ➝ $150.00 | Buy ➝ Buy | N/A |
| Morgan Stanley | Raises Target | Onsemi (ON) | $72.24 | $63.00 ➝ $64.00 | Underweight ➝ Underweight | Low |
| Benchmark | Reiterates | Onsemi (ON) | $72.24 | $90.00 ➝ $90.00 | Buy ➝ Buy | Low |
| Needham & Company LLC | Lowers Target | Onsemi (ON) | $72.24 | $92.00 ➝ $87.00 | Buy ➝ Buy | Low |
| Robert W. Baird | Raises Target | Onsemi (ON) | $72.24 | $70.00 ➝ $75.00 | Neutral ➝ Neutral | Low |
| Jefferies Financial Group | Upgrades | Koninklijke Philips (PHG) | $26.98 | | Underperform ➝ Hold | Medium |
| BMO Capital Markets | Raises Target | Piedmont Lithium (PLL) | $13.49 | $8.50 ➝ $9.00 | Market Perform ➝ Market Perform | N/A |
| Morgan Stanley | Raises Target | Planet Fitness (PLNT) | $81.25 | $84.00 ➝ $89.00 | Overweight ➝ Overweight | Low |
| Barclays | Lowers Target | Portland General Electric (POR) | $48.73 | $49.00 ➝ $48.00 | Equal Weight ➝ Equal Weight | N/A |
| Craig Hallum | Raises Target | Porch Group (PRCH) | $2.16 | $3.00 ➝ $4.00 | Buy ➝ Buy | N/A |
| Raymond James | Upgrades | ProQR Therapeutics (PRQR) | $3.65 | $6.00 ➝ $14.00 | Outperform ➝ Strong-Buy | Low |
| Stephens | Lowers Target | P.A.M. Transportation Services (PTSI) | $15.49 | $22.00 ➝ $19.00 | Equal Weight ➝ Equal Weight | N/A |
| Rodman & Renshaw | Initiates | Quince Therapeutics (QNCX) | $1.05 | $11.00 | Buy | High |
| B. Riley | Downgrades | Redwire (RDW) | $8.76 | $8.00 ➝ $9.50 | Buy ➝ Neutral | High |
| Stephens | Upgrades | Regions Financial (RF) | $24.13 | $26.00 | Equal Weight ➝ Overweight | Low |
| Morgan Stanley | Raises Target | Raymond James (RJF) | $148.16 | $132.00 ➝ $145.00 | Equal Weight ➝ Equal Weight | Low |
| Morgan Stanley | Raises Target | Roku (ROKU) | $76.28 | $60.00 ➝ $65.00 | Underweight ➝ Underweight | Low |
| Telsey Advisory Group | Reiterates | Ross Stores (ROST) | $142.93 | $175.00 ➝ $175.00 | Market Perform ➝ Market Perform | Low |
| Barclays | Raises Target | RTX (RTX) | $125.28 | $108.00 ➝ $130.00 | Equal Weight ➝ Equal Weight | N/A |
| Jefferies Financial Group | Initiates | RxSight (RXST) | $53.50 | $72.00 | Buy | High |
| Stephens | Raises Target | Saia (SAIA) | $477.00 | $481.00 ➝ $515.00 | Overweight ➝ Overweight | N/A |
| B. Riley | Initiates | Stardust Power (SDST) | $7.69 | $12.00 | Buy | Low |
| Needham & Company LLC | Reiterates | Semrush (SEMR) | $13.05 | $18.00 ➝ $18.00 | Buy ➝ Buy | High |
| Stephens | Raises Target | SouthState (SSB) | $98.47 | $101.00 ➝ $105.00 | Equal Weight ➝ Equal Weight | Low |
| Needham & Company LLC | Reiterates | Shutterstock (SSTK) | $33.00 | $55.00 ➝ $55.00 | Buy ➝ Buy | N/A |
| Barclays | Upgrades | Summit Materials (SUM) | $46.30 | $45.00 ➝ $52.00 | Equal Weight ➝ Overweight | Low |
| Stephens | Lowers Target | TriCo Bancshares (TCBK) | $43.90 | $52.00 ➝ $50.00 | Overweight ➝ Overweight | Low |
| Telsey Advisory Group | Reiterates | ThredUp (TDUP) | $0.69 | $3.00 ➝ $3.00 | Outperform ➝ Outperform | Low |
| Needham & Company LLC | Reiterates | Tenable (TENB) | $40.65 | $50.00 ➝ $50.00 | Buy ➝ Buy | Low |
| TD Cowen | Initiates | TG Therapeutics (TGTX) | $25.95 | $50.00 | Buy | High |
| Needham & Company LLC | Lowers Target | TransMedics Group (TMDX) | $93.50 | $208.00 ➝ $109.00 | Buy ➝ Buy | High |
| Oppenheimer | Lowers Target | TransMedics Group (TMDX) | $93.50 | $200.00 ➝ $125.00 | Outperform | High |
| Canaccord Genuity Group | Lowers Target | TransMedics Group (TMDX) | $93.50 | $169.00 ➝ $109.00 | Buy ➝ Buy | High |
| Robert W. Baird | Lowers Target | TransMedics Group (TMDX) | $93.50 | $200.00 ➝ $150.00 | Outperform ➝ Outperform | High |
| Morgan Stanley | Raises Target | T-Mobile US (TMUS) | $228.50 | $209.00 ➝ $239.00 | Overweight ➝ Overweight | Low |
| TD Cowen | Downgrades | Tapestry (TPR) | $49.51 | $52.00 ➝ $52.00 | Buy ➝ Hold | Low |
| Robert W. Baird | Raises Target | Trex (TREX) | $70.64 | $70.00 ➝ $78.00 | Neutral ➝ Neutral | High |
| Barclays | Lowers Target | Trex (TREX) | $70.64 | $68.00 ➝ $67.00 | Underweight ➝ Underweight | N/A |
| Hovde Group | Raises Target | Trustmark (TRMK) | $34.93 | $34.00 ➝ $37.00 | Market Perform | Low |
| HC Wainwright | Reiterates | Transcat (TRNS) | $119.51 | $156.00 ➝ $156.00 | Buy ➝ Buy | Low |
| Barclays | Raises Target | Tesla (TSLA) | $263.39 | $220.00 ➝ $235.00 | Equal Weight ➝ Equal Weight | N/A |
| New Street Research | Downgrades | Trade Desk (TTD) | $118.80 | $86.00 | Neutral ➝ Sell | High |
| Needham & Company LLC | Lowers Target | Ultra Clean (UCTT) | $36.90 | $50.00 ➝ $44.00 | Buy ➝ Buy | High |
| Robert W. Baird | Raises Target | VF (VFC) | $20.39 | $17.00 ➝ $20.00 | Neutral ➝ Neutral | High |
| Telsey Advisory Group | Raises Target | VF (VFC) | $20.39 | $19.00 ➝ $21.00 | Market Perform ➝ Market Perform | High |
| Barclays | Raises Target | VF (VFC) | $20.39 | $22.00 ➝ $25.00 | Overweight ➝ Overweight | N/A |
| BMO Capital Markets | Raises Target | Vistra (VST) | $126.79 | $146.00 ➝ $147.00 | Outperform ➝ Outperform | N/A |
