| Mizuho | Raises Target | Arch Capital Group (ACGL) | $99.85 | $95.00 ➝ $102.00 | Neutral ➝ Neutral |
| Rothschild & Co Redburn | Downgrades | Arcellx (ACLX) | $68.65 | $82.00 | Buy ➝ Neutral |
| Wells Fargo & Company | Lowers Target | Array Digital Infrastructure (AD) | $50.53 | $62.00 ➝ $54.00 | Overweight ➝ Overweight |
| Barclays | Upgrades | Analog Devices (ADI) | $331.36 | $375.00 | Equal Weight ➝ Overweight |
| HC Wainwright | Raises Target | Agios Pharmaceuticals (AGIO) | $28.07 | $62.00 ➝ $65.00 | Buy ➝ Buy |
| Keefe, Bruyette & Woods | Raises Target | American International Group (AIG) | $78.70 | $96.00 ➝ $97.00 | Outperform ➝ Outperform |
| Piper Sandler | Lowers Target | American International Group (AIG) | $78.70 | $95.00 ➝ $88.00 | Overweight ➝ Overweight |
| HSBC | Raises Target | American International Group (AIG) | $78.70 | $86.00 ➝ $90.00 | Buy ➝ Buy |
| Truist Financial | Raises Target | Assurant (AIZ) | $214.05 | $265.00 ➝ $280.00 | Buy ➝ Buy |
| Mizuho | Raises Target | Albemarle (ALB) | $158.47 | $156.00 ➝ $185.00 | Neutral ➝ Neutral |
| Needham & Company LLC | Lowers Target | Alnylam Pharmaceuticals (ALNY) | $308.48 | $529.00 ➝ $510.00 | Buy ➝ Buy |
| Citigroup | Raises Target | Amcor (AMCR) | $49.72 | $50.00 ➝ $54.00 | Neutral ➝ Neutral |
| Citigroup | Lowers Target | AppLovin (APP) | $366.91 | $820.00 ➝ $710.00 | Buy ➝ Buy |
| Scotiabank | Raises Target | AppLovin (APP) | $366.91 | $750.00 ➝ $775.00 | Sector Outperform ➝ Sector Outperform |
| Piper Sandler | Reiterates | AppLovin (APP) | $366.91 | $800.00 ➝ $650.00 | Overweight ➝ Overweight |
| Royal Bank Of Canada | Reiterates | AppLovin (APP) | $366.91 | $700.00 | Outperform ➝ Outperform |
| Wedbush | Raises Target | AppLovin (APP) | $366.91 | $465.00 ➝ $640.00 | Outperform ➝ Outperform |
| Wells Fargo & Company | Lowers Target | AppLovin (APP) | $366.91 | $735.00 ➝ $543.00 | Overweight ➝ Overweight |
| BTIG Research | Lowers Target | AppLovin (APP) | $366.91 | $771.00 ➝ $640.00 | Buy ➝ Buy |
| Needham & Company LLC | Reiterates | AppLovin (APP) | $366.91 | $700.00 | Buy ➝ Buy |
| Keefe, Bruyette & Woods | Raises Target | Apollo Commercial Real Estate Finance (ARI) | $10.56 | $10.75 ➝ $11.50 | Outperform ➝ Outperform |
| Wedbush | Raises Target | Ascendis Pharma A/S (ASND) | $218.10 | $240.00 ➝ $273.00 | Outperform ➝ Outperform |
| Jefferies Financial Group | Raises Target | Alimentation Couche-Tard (ATD) | C$82.95 | C$88.00 ➝ C$96.00 | |
| CIBC World Markets | Raises Target | Alimentation Couche-Tard (ATD) | C$82.95 | C$88.00 ➝ C$92.00 | Outperform |
| BMO Capital Markets | Raises Target | Alimentation Couche-Tard (ATD) | C$82.95 | C$79.00 ➝ C$84.00 | Market Perform |
| National Bank Financial | Raises Target | Alimentation Couche-Tard (ATD) | C$82.95 | C$86.00 ➝ C$88.00 | Outperform |
| Desjardins | Raises Target | Alimentation Couche-Tard (ATD) | C$82.95 | C$85.00 ➝ C$92.00 | Buy |
| TD Securities | Raises Target | Alimentation Couche-Tard (ATD) | C$82.95 | C$90.00 ➝ C$100.00 | Buy |
| Royal Bank Of Canada | Raises Target | Alimentation Couche-Tard (ATD) | C$82.95 | C$91.00 ➝ C$100.00 | Outperform |
| Stifel Nicolaus | Raises Target | Alimentation Couche-Tard (ATD) | C$82.95 | C$88.00 ➝ C$95.00 | Buy |
| Needham & Company LLC | Reiterates | AtriCure (ATRC) | $31.80 | $45.00 | Buy ➝ Buy |
| Needham & Company LLC | Reiterates | Aurora Innovation (AUR) | $4.22 | $13.00 | Buy ➝ Buy |
| Citizens Jmp | Reiterates | AeroVironment (AVAV) | $235.12 | $400.00 | Market Outperform ➝ Market Outperform |
| Telsey Advisory Group | Reiterates | Birkenstock (BIRK) | $39.39 | $60.00 | Outperform ➝ Outperform |
| Canaccord Genuity Group | Raises Target | Bank of Montreal (BMO) | C$190.78 | C$201.00 ➝ C$218.00 | Buy |
| Canaccord Genuity Group | Raises Target | Bank of Nova Scotia (BNS) | C$103.28 | C$106.00 ➝ C$112.00 | Buy |
| HC Wainwright | Lowers Target | Bitdeer Technologies Group (BTDR) | $10.37 | $30.00 ➝ $25.00 | Buy ➝ Buy |
| Royal Bank Of Canada | Lowers Target | Barratt Redrow (BTRW) | GBX 394.23 | GBX 450 ➝ GBX 425 | Sector perform |
| Sanford C. Bernstein | Reiterates | Anheuser-Busch InBev SA/NV (BUD) | $80.12 | | Buy ➝ Buy |
| UBS Group | Reiterates | Anheuser-Busch InBev SA/NV (BUD) | $80.12 | | Buy ➝ Buy |
| Jefferies Financial Group | Reiterates | Anheuser-Busch InBev SA/NV (BUD) | $80.12 | | Buy |
| Royal Bank Of Canada | Reiterates | Anheuser-Busch InBev SA/NV (BUD) | $80.12 | | Buy |
| JPMorgan Chase & Co. | Raises Target | BorgWarner (BWA) | $66.40 | $56.00 ➝ $76.00 | Overweight ➝ Overweight |
| TD Cowen | Lowers Target | Blackstone (BX) | $129.87 | $183.00 ➝ $164.00 | Buy ➝ Buy |
| Keefe, Bruyette & Woods | Raises Target | Blackstone Mortgage Trust (BXMT) | $19.72 | $21.00 ➝ $21.50 | Outperform ➝ Outperform |
| Mizuho | Raises Target | Cheesecake Factory (CAKE) | $58.69 | $65.00 ➝ $70.00 | Outperform ➝ Outperform |
| Citigroup | Raises Target | CAVA Group (CAVA) | $63.53 | $60.00 ➝ $74.00 | Neutral ➝ Neutral |
| Royal Bank Of Canada | Raises Target | Coeur Mining (CDE) | $20.94 | $22.00 ➝ $26.00 | Outperform ➝ Outperform |
| Needham & Company LLC | Raises Target | Cognex (CGNX) | $58.67 | $47.00 ➝ $67.00 | Buy ➝ Buy |
| BTIG Research | Reiterates | Chefs' Warehouse (CHEF) | $67.80 | $74.00 | Buy ➝ Buy |
| Needham & Company LLC | Lowers Target | Cellebrite DI (CLBT) | $13.70 | $24.00 ➝ $18.00 | Buy ➝ Buy |
| Canaccord Genuity Group | Raises Target | Canadian Imperial Bank of Commerce (CM) | C$129.78 | C$129.00 ➝ C$136.00 | Hold |
| Gerdes Energy Research | Downgrades | Canadian Natural Resources (CNQ) | C$54.43 | | Buy ➝ Neutral |
| Monness Crespi & Hardt | Downgrades | Coinbase Global (COIN) | $141.09 | $120.00 | Buy ➝ Neutral |
| Rosenblatt Securities | Reiterates | Cisco Systems (CSCO) | $75.00 | $100.00 | Buy ➝ Buy |
| Citigroup | Raises Target | Cisco Systems (CSCO) | $75.00 | $85.00 ➝ $90.00 | Buy ➝ Buy |
| BNP Paribas Exane | Raises Target | Cisco Systems (CSCO) | $75.00 | $86.00 ➝ $87.00 | Outperform ➝ Outperform |
| UBS Group | Raises Target | Cisco Systems (CSCO) | $75.00 | $90.00 ➝ $95.00 | Buy ➝ Buy |
| BMO Capital Markets | Raises Target | DuPont de Nemours (DD) | $49.34 | $50.00 ➝ $60.00 | Outperform ➝ Outperform |
| Mizuho | Raises Target | Quest Diagnostics (DGX) | $207.12 | $210.00 ➝ $235.00 | Outperform ➝ Outperform |
| Citigroup | Raises Target | Drax Group (DRX) | GBX 870.50 | GBX 850 ➝ GBX 923 | Buy |
| BNP Paribas Exane | Reiterates | Ecolab (ECL) | $300.87 | $330.00 ➝ $345.00 | Outperform ➝ Outperform |
| Noble Financial | Upgrades | EuroDry (EDRY) | $14.26 | $23.50 | Market Perform ➝ Outperform |
| Stephens | Raises Target | EOG Resources (EOG) | $117.67 | $138.00 ➝ $139.00 | Equal Weight ➝ Equal Weight |
| JPMorgan Chase & Co. | Raises Target | Equinix (EQIX) | $957.87 | $950.00 ➝ $1,100.00 | Overweight ➝ Overweight |
| Scotiabank | Raises Target | Equinix (EQIX) | $957.87 | $959.00 ➝ $997.00 | Sector Outperform ➝ Sector Outperform |
| Jefferies Financial Group | Raises Target | Equinix (EQIX) | $957.87 | $950.00 ➝ $1,000.00 | Buy ➝ Buy |
| The Goldman Sachs Group | Raises Target | Equity Residential (EQR) | $63.06 | $69.00 ➝ $71.00 | Neutral ➝ Neutral |
| Jefferies Financial Group | Lowers Target | Etsy (ETSY) | $46.11 | $62.00 ➝ $55.00 | Hold ➝ Hold |
| B. Riley Securities | Initiates | Adherex Technologies (FENC) | $8.20 | $16.00 | Buy |
| JPMorgan Chase & Co. | Lowers Target | Fidelity National Information Services (FIS) | $46.90 | $80.00 ➝ $65.00 | Overweight ➝ Overweight |
| Scotiabank | Upgrades | First Quantum Minerals (FM) | C$36.59 | C$44.00 ➝ C$45.00 | Sector Perform ➝ Outperform |
| TD Securities | Raises Target | First Quantum Minerals (FM) | C$36.59 | C$41.00 ➝ C$42.00 | Hold |
| Royal Bank Of Canada | Raises Target | Finning International (FTT) | C$87.20 | C$89.00 ➝ C$104.00 | |
| BTIG Research | Reiterates | Genius Sports (GENI) | $6.05 | $16.00 | Buy ➝ Buy |
| Royal Bank Of Canada | Raises Target | GFL Environmental (GFL) | $41.40 | $59.00 ➝ $60.00 | Outperform ➝ Outperform |
| Scotiabank | Lowers Target | GFL Environmental (GFL) | $41.40 | $57.00 ➝ $56.00 | Sector Outperform ➝ Sector Outperform |
| Barclays | Lowers Target | GFL ENVIRON-TS (GFL) | | C$88.00 ➝ C$87.00 | |
| Robert W. Baird | Raises Target | GlobalFoundries (GFS) | $48.70 | $40.00 ➝ $60.00 | Outperform ➝ Outperform |
| Needham & Company LLC | Raises Target | GlobalFoundries (GFS) | $48.70 | $42.00 ➝ $55.00 | Buy ➝ Buy |
| Wedbush | Raises Target | GlobalFoundries (GFS) | $48.70 | $40.00 ➝ $50.00 | Neutral ➝ Neutral |
| Wolfe Research | Raises Target | Gilead Sciences (GILD) | $151.81 | $155.00 ➝ $170.00 | Outperform ➝ Outperform |
| Noble Financial | Downgrades | Great Lakes Dredge & Dock (GLDD) | $16.95 | | Outperform ➝ Market Perform |
| Wells Fargo & Company | Raises Target | Generac (GNRC) | $215.99 | $185.00 ➝ $234.00 | Overweight ➝ Overweight |
| TD Cowen | Raises Target | Generac (GNRC) | $215.99 | $220.00 ➝ $255.00 | Buy ➝ Buy |
| Truist Financial | Raises Target | Genuine Parts (GPC) | $146.97 | $146.00 ➝ $162.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Lowers Target | Global Payments (GPN) | $68.94 | $95.00 ➝ $90.00 | Neutral ➝ Neutral |
| Citigroup | Raises Target | Goodyear Tire & Rubber (GT) | $9.34 | $9.00 ➝ $10.00 | Neutral ➝ Neutral |
| Truist Financial | Raises Target | GXO Logistics (GXO) | $64.25 | $65.00 ➝ $70.00 | Buy ➝ Buy |
| Bank of America | Upgrades | Huntington Ingalls Industries (HII) | $406.55 | $300.00 ➝ $400.00 | Underperform ➝ Neutral |
| Rosenblatt Securities | Reiterates | Harmonic (HLIT) | $10.15 | $14.00 | Buy ➝ Buy |
| Truist Financial | Raises Target | Hilton Worldwide (HLT) | $321.37 | $253.00 ➝ $307.00 | Hold ➝ Hold |
| Wells Fargo & Company | Raises Target | Hilton Worldwide (HLT) | $321.37 | $338.00 ➝ $373.00 | Overweight ➝ Overweight |
| Evercore ISI | Raises Target | Hilton Worldwide (HLT) | $321.37 | $325.00 ➝ $335.00 | |
| Argus | Raises Target | Hilton Worldwide (HLT) | $321.37 | $350.00 ➝ $380.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Raises Target | Hilton Worldwide (HLT) | $321.37 | $318.00 ➝ $350.00 | Overweight ➝ Overweight |
| Barclays | Raises Target | Hilton Worldwide (HLT) | $321.37 | $309.00 ➝ $350.00 | Overweight ➝ Overweight |
| Mizuho | Raises Target | Hilton Worldwide (HLT) | $321.37 | $266.00 ➝ $321.00 | Neutral ➝ Neutral |
| BNP Paribas Exane | Initiates | Honda Motor (HMC) | $31.42 | $25.00 | Underperform |
| DA Davidson | Lowers Target | Harley-Davidson (HOG) | $19.66 | $30.00 ➝ $25.00 | Buy |
| Truist Financial | Lowers Target | Robinhood Markets (HOOD) | $71.12 | $130.00 ➝ $120.00 | Buy ➝ Buy |
| Stephens | Raises Target | Hershey (HSY) | $226.28 | $200.00 ➝ $260.00 | Overweight ➝ Overweight |
| The Goldman Sachs Group | Lowers Target | HubSpot (HUBS) | $229.26 | $517.00 ➝ $442.00 | Buy ➝ Buy |
| UBS Group | Lowers Target | HubSpot (HUBS) | $229.26 | $450.00 ➝ $325.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Lowers Target | HubSpot (HUBS) | $229.26 | $650.00 ➝ $530.00 | Overweight ➝ Overweight |
| Truist Financial | Lowers Target | HubSpot (HUBS) | $229.26 | $650.00 ➝ $300.00 | Buy ➝ Buy |
| Wells Fargo & Company | Lowers Target | HubSpot (HUBS) | $229.26 | $600.00 ➝ $350.00 | Overweight ➝ Overweight |
| Mizuho | Lowers Target | HubSpot (HUBS) | $229.26 | $550.00 ➝ $300.00 | Outperform ➝ Outperform |
| Piper Sandler | Lowers Target | HubSpot (HUBS) | $229.26 | $400.00 ➝ $280.00 | Overweight ➝ Overweight |
| BTIG Research | Lowers Target | HubSpot (HUBS) | $229.26 | $500.00 ➝ $300.00 | Buy ➝ Buy |
| Needham & Company LLC | Lowers Target | HubSpot (HUBS) | $229.26 | $700.00 ➝ $300.00 | Buy ➝ Buy |
| Evercore ISI | Lowers Target | Humana (HUM) | $178.99 | $260.00 ➝ $180.00 | |
| Cantor Fitzgerald | Lowers Target | Humana (HUM) | $178.99 | $290.00 ➝ $201.00 | Neutral ➝ Neutral |
| Leerink Partners | Lowers Target | Humana (HUM) | $178.99 | $267.00 ➝ $185.00 | Market Perform ➝ Market Perform |
| Jefferies Financial Group | Lowers Target | Humana (HUM) | $178.99 | $310.00 ➝ $235.00 | Buy ➝ Buy |
| Bank of America | Upgrades | Hexcel (HXL) | $88.95 | $60.00 ➝ $95.00 | Underperform ➝ Neutral |
| Chardan Capital | Reiterates | iBio (IBIO) | $2.11 | $5.00 | Buy ➝ Buy |
| Leerink Partners | Reiterates | Icon (ICLR) | $80.08 | $105.00 | Outperform ➝ Market Perform |
| Bank of America | Reiterates | Icon (ICLR) | $80.08 | $75.00 | Neutral ➝ Underperform |
| Jefferies Financial Group | Lowers Target | Intact Financial (IFC) | C$260.40 | C$321.00 ➝ C$306.00 | |
| Mizuho | Raises Target | International Flavors & Fragrances (IFF) | $81.60 | $75.00 ➝ $85.00 | Outperform ➝ Outperform |
| Piper Sandler | Lowers Target | Inspire Medical Systems (INSP) | $59.74 | $165.00 ➝ $85.00 | Overweight ➝ Overweight |
| Truist Financial | Lowers Target | Inspire Medical Systems (INSP) | $59.74 | $96.00 ➝ $70.00 | Hold ➝ Hold |
| Mizuho | Lowers Target | Inspire Medical Systems (INSP) | $59.74 | $130.00 ➝ $85.00 | Outperform ➝ Outperform |
| Jefferies Financial Group | Lowers Target | Inspire Medical Systems (INSP) | $59.74 | $81.00 ➝ $66.00 | Hold ➝ Hold |
| The Goldman Sachs Group | Raises Target | Invesco (IVZ) | $26.22 | $29.50 ➝ $30.00 | Neutral ➝ Neutral |
| Barclays | Raises Target | James Hardie Industries (JHX) | $25.76 | $21.00 ➝ $26.00 | Equal Weight ➝ Equal Weight |
| JPMorgan Chase & Co. | Downgrades | Kraft Heinz (KHC) | $24.32 | $24.00 ➝ $22.00 | Neutral ➝ Underweight |
| BNP Paribas Exane | Lowers Target | Kraft Heinz (KHC) | $24.32 | $22.00 ➝ $20.00 | Underperform ➝ Underperform |
| Barclays | Raises Target | Kraft Heinz (KHC) | $24.32 | $24.00 ➝ $25.00 | Equal Weight ➝ Equal Weight |
| Evercore ISI | Lowers Target | Kraft Heinz (KHC) | $24.32 | $25.00 ➝ $22.00 | |
| Piper Sandler | Lowers Target | Kraft Heinz (KHC) | $24.32 | $27.00 ➝ $26.00 | Neutral ➝ Neutral |
| Citigroup | Lowers Target | Kilroy Realty (KRC) | $30.31 | $42.00 ➝ $34.00 | Neutral ➝ Neutral |
| JPMorgan Chase & Co. | Lowers Target | Lithia Motors (LAD) | $303.59 | $355.00 ➝ $350.00 | Overweight ➝ Overweight |
| Wells Fargo & Company | Lowers Target | Lithia Motors (LAD) | $303.59 | $358.00 ➝ $355.00 | Equal Weight ➝ Equal Weight |
| Rothschild & Co Redburn | Downgrades | Legend Biotech (LEGN) | $18.06 | $24.00 | Buy ➝ Neutral |
| HC Wainwright | Raises Target | LightPath Technologies (LPTH) | $12.48 | $10.00 ➝ $15.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Upgrades | LuxExperience B.V. (LUXE) | $10.06 | $9.00 ➝ $14.00 | Neutral ➝ Overweight |
| Mizuho | Lowers Target | Lyft (LYFT) | $13.05 | $27.00 ➝ $16.00 | Neutral ➝ Neutral |
| The Goldman Sachs Group | Lowers Target | Mattel (MAT) | $15.85 | $21.00 ➝ $16.00 | Neutral ➝ Neutral |
| BTIG Research | Raises Target | McDonald's (MCD) | $331.78 | $360.00 ➝ $370.00 | Buy ➝ Buy |
| TD Cowen | Reiterates | McDonald's (MCD) | $331.78 | $320.00 | Hold ➝ Hold |
| Truist Financial | Raises Target | McDonald's (MCD) | $331.78 | $356.00 ➝ $370.00 | Buy ➝ Buy |
| Barclays | Initiates | Microchip Technology (MCHP) | $78.92 | $80.00 | Equal Weight |
| Wells Fargo & Company | Raises Target | Mondelez International (MDLZ) | $61.86 | $65.00 ➝ $70.00 | Overweight ➝ Overweight |
| JPMorgan Chase & Co. | Upgrades | MercadoLibre (MELI) | $2,007.00 | $2,650.00 ➝ $2,800.00 | Neutral ➝ Overweight |
| TD Securities | Lowers Target | Manulife Financial (MFC) | C$48.70 | C$60.00 ➝ C$59.00 | Buy |
| Needham & Company LLC | Reiterates | McGraw Hill (MH) | $14.26 | $19.00 | Buy ➝ Buy |
| BTIG Research | Reiterates | McGraw Hill (MH) | $14.26 | $22.00 | Buy ➝ Buy |
| The Goldman Sachs Group | Lowers Target | Mirion Technologies (MIR) | $21.52 | $33.00 ➝ $29.00 | Buy ➝ Buy |
| Citigroup | Lowers Target | Mirion Technologies (MIR) | $21.52 | $32.00 ➝ $29.00 | Buy ➝ Buy |
| Jefferies Financial Group | Raises Target | Martin Marietta Materials (MLM) | $660.86 | $755.00 ➝ $761.00 | Buy ➝ Buy |
| Wells Fargo & Company | Lowers Target | Martin Marietta Materials (MLM) | $660.86 | $631.00 ➝ $612.00 | Equal Weight ➝ Equal Weight |
| Citigroup | Lowers Target | MNTN (MNTN) | $10.96 | $22.00 ➝ $17.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Raises Target | Motorola Solutions (MSI) | $453.90 | $515.00 ➝ $520.00 | Overweight ➝ Overweight |
| Canaccord Genuity Group | Raises Target | National Bank of Canada (NA) | C$172.25 | C$170.00 ➝ C$180.00 | Hold |
| Citigroup | Raises Target | Neurocrine Biosciences (NBIX) | $123.10 | $203.00 ➝ $204.00 | Buy ➝ Buy |
| Royal Bank Of Canada | Lowers Target | Neurocrine Biosciences (NBIX) | $123.10 | $180.00 ➝ $177.00 | Outperform ➝ Outperform |
| BMO Capital Markets | Lowers Target | Neurocrine Biosciences (NBIX) | $123.10 | $147.00 ➝ $140.00 | Market Perform ➝ Market Perform |
| Wedbush | Raises Target | Neurocrine Biosciences (NBIX) | $123.10 | $149.00 ➝ $151.00 | Outperform ➝ Outperform |
| HC Wainwright | Lowers Target | Neurocrine Biosciences (NBIX) | $123.10 | $198.00 ➝ $192.00 | Buy ➝ Buy |
| Needham & Company LLC | Lowers Target | Neurocrine Biosciences (NBIX) | $123.10 | $187.00 ➝ $185.00 | Buy ➝ Buy |
| BNP Paribas Exane | Raises Target | NNN REIT (NNN) | $43.63 | $43.00 ➝ $44.00 | Underperform ➝ Underperform |
| Stifel Nicolaus | Downgrades | ServiceNow (NOW) | | C$0.50 ➝ C$0.25 | Buy ➝ Sell |
| Wells Fargo & Company | Raises Target | Bank of N.T. Butterfield & Son (NTB) | $52.55 | $50.00 ➝ $57.00 | Equal Weight ➝ Equal Weight |
| Barclays | Lowers Target | NetEase (NTES) | $118.17 | $135.00 ➝ $132.00 | Equal Weight ➝ Equal Weight |
| Argus | Upgrades | Old Dominion Freight Line (ODFL) | $185.51 | $220.00 | Hold ➝ Buy |
| BTIG Research | Lowers Target | Outset Medical (OM) | $3.80 | $17.00 ➝ $15.00 | Buy ➝ Buy |
| BTIG Research | Lowers Target | Palo Alto Networks (PANW) | $162.70 | $248.00 ➝ $200.00 | Buy ➝ Buy |
| Rosenblatt Securities | Lowers Target | Palo Alto Networks (PANW) | $162.70 | $250.00 ➝ $225.00 | Buy ➝ Buy |
| KeyCorp | Lowers Target | Paycom Software (PAYC) | $119.46 | $250.00 ➝ $195.00 | Overweight ➝ Overweight |
| BTIG Research | Lowers Target | Paycom Software (PAYC) | $119.46 | $195.00 ➝ $140.00 | Buy ➝ Buy |
| BMO Capital Markets | Lowers Target | Paycom Software (PAYC) | $119.46 | $175.00 ➝ $137.00 | Market Perform ➝ Market Perform |
| Mizuho | Lowers Target | Paycom Software (PAYC) | $119.46 | $180.00 ➝ $120.00 | Neutral ➝ Neutral |
| Guggenheim | Lowers Target | Paycom Software (PAYC) | $119.46 | $210.00 ➝ $180.00 | Buy ➝ Buy |
| Barclays | Lowers Target | Paycom Software (PAYC) | $119.46 | $185.00 ➝ $140.00 | Equal Weight ➝ Equal Weight |
| Cantor Fitzgerald | Lowers Target | Paycom Software (PAYC) | $119.46 | $135.00 ➝ $115.00 | Neutral ➝ Neutral |
| Jefferies Financial Group | Lowers Target | Paycom Software (PAYC) | $119.46 | $190.00 ➝ $130.00 | Hold ➝ Hold |
| BMO Capital Markets | Raises Target | Precision Drilling (PD) | C$113.10 | C$120.00 ➝ C$150.00 | |
| TD Securities | Raises Target | Precision Drilling (PD) | C$113.10 | C$118.00 ➝ C$123.00 | |
| Citizens Jmp | Lowers Target | Pegasystems (PEGA) | $40.59 | $78.00 ➝ $58.00 | Market Outperform ➝ Market Outperform |
| Wedbush | Lowers Target | Pegasystems (PEGA) | $40.59 | $75.00 ➝ $60.00 | Outperform ➝ Outperform |
| Rosenblatt Securities | Reiterates | Pegasystems (PEGA) | $40.59 | $62.00 | Buy ➝ Buy |
| Daiwa Securities Group | Downgrades | Pfizer (PFE) | $27.47 | $27.00 | Outperform ➝ Neutral |
| Keefe, Bruyette & Woods | Lowers Target | PennantPark Floating Rate Capital (PFLT) | $8.92 | $10.50 ➝ $10.00 | Outperform ➝ Outperform |
| Citigroup | Lowers Target | Pagaya Technologies (PGY) | $12.40 | $40.00 ➝ $32.00 | Buy ➝ Buy |
| Mizuho | Raises Target | PPG Industries (PPG) | $131.34 | $125.00 ➝ $140.00 | Outperform ➝ Outperform |
| Truist Financial | Reiterates | Parsons (PSN) | $62.63 | $90.00 ➝ $85.00 | Buy ➝ Buy |
| Citigroup | Lowers Target | Peloton Interactive (PTON) | $4.23 | $8.25 ➝ $5.00 | Neutral ➝ Neutral |
| Cantor Fitzgerald | Raises Target | Hyperliquid Strategies (PURR) | $4.26 | $5.00 ➝ $6.00 | Overweight ➝ Overweight |
| Chardan Capital | Raises Target | Hyperliquid Strategies (PURR) | $4.26 | $8.15 ➝ $8.45 | Buy ➝ Buy |
| Needham & Company LLC | Lowers Target | Q2 (QTWO) | $52.38 | $90.00 ➝ $70.00 | Buy ➝ Buy |
| Truist Financial | Lowers Target | Q2 (QTWO) | $52.38 | $110.00 ➝ $75.00 | Buy ➝ Buy |
| Cantor Fitzgerald | Lowers Target | Q2 (QTWO) | $52.38 | $90.00 ➝ $80.00 | Overweight ➝ Overweight |
| Royal Bank Of Canada | Lowers Target | Q2 (QTWO) | $52.38 | $86.00 ➝ $67.00 | Sector Perform ➝ Sector Perform |
| Wells Fargo & Company | Raises Target | Ryder System (R) | $208.01 | $210.00 ➝ $236.00 | Overweight ➝ Overweight |
| Barclays | Lowers Target | Rapid7 (RPD) | $7.09 | $15.00 ➝ $8.00 | Underweight ➝ Underweight |
| Citigroup | Raises Target | Red Rock Resorts (RRR) | $62.09 | $63.00 ➝ $76.00 | Buy ➝ Buy |
| Canaccord Genuity Group | Raises Target | Royal Bank of Canada (RY) | C$230.49 | C$242.00 ➝ C$255.00 | Buy |
| The Goldman Sachs Group | Lowers Target | Science Applications International (SAIC) | $83.45 | $94.00 ➝ $82.00 | Sell ➝ Sell |
| Needham & Company LLC | Initiates | Sezzle (SEZL) | $62.07 | $85.00 | Buy |
| Needham & Company LLC | Reiterates | Shopify (SHOP) | $110.66 | $180.00 | Buy ➝ Buy |
| Truist Financial | Lowers Target | Shopify (SHOP) | $110.66 | $155.00 ➝ $110.00 | Hold ➝ Hold |
| Wedbush | Lowers Target | Shopify (SHOP) | $110.66 | $185.00 ➝ $160.00 | Outperform ➝ Outperform |
| Citizens Jmp | Lowers Target | Shopify (SHOP) | $110.66 | $200.00 ➝ $160.00 | Market Outperform ➝ Market Outperform |
| UBS Group | Lowers Target | Shopify (SHOP) | $110.66 | $165.00 ➝ $145.00 | Neutral ➝ Neutral |
| TD Securities | Upgrades | Shopify (SHOP) | $110.66 | $159.00 | Hold ➝ Buy |
| TD Securities | Lowers Target | Sun Life Financial (SLF) | C$93.64 | C$104.00 ➝ C$102.00 | Buy |
| Citigroup | Lowers Target | Snap (SNAP) | $4.81 | $10.00 ➝ $6.00 | Neutral ➝ Neutral |
| Bank of America | Downgrades | Sanofi (SNY) | $47.03 | | Buy ➝ Neutral |
| Mizuho | Raises Target | Solstice Advanced Mat (SOLS) | $78.03 | $54.00 ➝ $65.00 | Neutral ➝ Neutral |
| Mizuho | Lowers Target | S&P Global (SPGI) | $397.28 | $657.00 ➝ $551.00 | Outperform ➝ Outperform |
| B. Riley Securities | Reiterates | Sound Point Meridian Capital (SPMC) | $11.59 | $16.00 ➝ $12.00 | Buy ➝ Neutral |
| BTIG Research | Raises Target | Scorpio Tankers (STNG) | $67.86 | $80.00 ➝ $85.00 | Buy ➝ Buy |
| Stifel Nicolaus | Downgrades | Sylogist (SYZ) | C$3.65 | C$9.00 ➝ C$4.75 | Buy ➝ Hold |
| Stifel Nicolaus | Downgrades | Tecsys (TCS) | C$23.22 | C$48.00 ➝ C$28.50 | Buy ➝ Hold |
| Canaccord Genuity Group | Raises Target | Toronto-Dominion Bank (TD) | C$130.18 | C$131.00 ➝ C$141.00 | Buy |
| Rosenblatt Securities | Initiates | USA Today (TDAY) | $6.09 | $10.00 | Buy |
| Citigroup | Raises Target | Teradata (TDC) | $33.41 | $35.00 ➝ $42.00 | Buy ➝ Buy |
| Truist Financial | Raises Target | Terex (TEX) | $65.86 | $72.00 ➝ $82.00 | Buy ➝ Buy |
| Jefferies Financial Group | Raises Target | Tenet Healthcare (THC) | $232.55 | $250.00 ➝ $265.00 | Buy ➝ Buy |
| BMO Capital Markets | Raises Target | Toromont Industries (TIH) | C$197.33 | C$196.00 ➝ C$210.00 | |
| Raymond James Financial | Raises Target | Toromont Industries (TIH) | C$197.33 | C$172.00 ➝ C$180.00 | |
| Royal Bank Of Canada | Raises Target | Toromont Industries (TIH) | C$197.33 | C$180.00 ➝ C$207.00 | |
| BNP Paribas Exane | Initiates | Toyota Motor (TM) | $242.01 | $290.00 | Outperform |
| Barclays | Raises Target | T-Mobile US (TMUS) | $214.68 | $240.00 ➝ $245.00 | Overweight ➝ Overweight |
| Scotiabank | Lowers Target | T-Mobile US (TMUS) | $214.68 | $270.50 ➝ $266.00 | Sector Outperform ➝ Sector Outperform |
| TD Cowen | Lowers Target | T-Mobile US (TMUS) | $214.68 | $263.00 ➝ $252.00 | Buy ➝ Buy |
| The Goldman Sachs Group | Raises Target | T-Mobile US (TMUS) | $214.68 | $233.00 ➝ $254.00 | Buy ➝ Buy |
| Wells Fargo & Company | Lowers Target | Trimble (TRMB) | $66.01 | $94.00 ➝ $79.00 | Overweight ➝ Overweight |
| BMO Capital Markets | Lowers Target | T. Rowe Price Group (TROW) | $93.16 | $110.00 ➝ $104.00 | Market Perform ➝ Market Perform |
| Benchmark | Raises Target | Tower Semiconductor (TSEM) | $133.58 | $150.00 ➝ $165.00 | Buy ➝ Buy |
| Tigress Financial | Initiates | Tesla (TSLA) | $417.07 | $550.00 | Neutral ➝ Buy |
| Mizuho | Raises Target | Texas Roadhouse (TXRH) | $181.92 | $190.00 ➝ $200.00 | Outperform ➝ Outperform |
| BTIG Research | Lowers Target | Unity Software (U) | $19.59 | $60.00 ➝ $41.00 | Buy ➝ Buy |
| Wells Fargo & Company | Lowers Target | Unity Software (U) | $19.59 | $54.00 ➝ $38.00 | Overweight ➝ Overweight |
| Citizens Jmp | Lowers Target | Unity Software (U) | $19.59 | $50.00 ➝ $37.00 | Market Outperform ➝ Market Outperform |
| The Goldman Sachs Group | Lowers Target | Unity Software (U) | $19.59 | $47.00 ➝ $27.00 | Neutral ➝ Neutral |
| Wedbush | Lowers Target | Unity Software (U) | $19.59 | $37.00 ➝ $30.00 | Outperform ➝ Outperform |
| Barclays | Lowers Target | Unity Software (U) | $19.59 | $35.00 ➝ $28.00 | Equal Weight ➝ Equal Weight |
| Citigroup | Lowers Target | Unity Software (U) | $19.59 | $52.00 ➝ $43.00 | Buy ➝ Buy |
| Citizens Jmp | Lowers Target | Vertex (VERX) | $12.37 | $37.00 ➝ $25.00 | Market Outperform ➝ Market Outperform |
| Citigroup | Lowers Target | Vertex (VERX) | $12.37 | $22.00 ➝ $15.00 | Neutral ➝ Neutral |
| Piper Sandler | Lowers Target | Vertex (VERX) | $12.37 | $20.00 ➝ $14.00 | Neutral ➝ Neutral |
| Mizuho | Raises Target | Vertiv (VRT) | $236.14 | $198.00 ➝ $290.00 | Outperform ➝ Outperform |
| JPMorgan Chase & Co. | Downgrades | Valvoline (VVV) | $37.63 | $30.00 ➝ $35.00 | Neutral ➝ Underweight |
| Stephens | Raises Target | Wabtec (WAB) | $254.05 | $230.00 ➝ $290.00 | Overweight ➝ Overweight |
| Barclays | Raises Target | WESCO International (WCC) | $296.02 | $302.00 ➝ $313.00 | Overweight ➝ Overweight |
| TD Securities | Raises Target | Western Forest Products (WEF) | C$14.46 | C$14.00 ➝ C$16.00 | Hold |
| Cantor Fitzgerald | Raises Target | Welltower (WELL) | $208.22 | $204.00 ➝ $230.00 | Overweight ➝ Overweight |
| Citigroup | Raises Target | Williams Companies (WMB) | $71.17 | $70.00 ➝ $81.00 | Buy ➝ Buy |
| Telsey Advisory Group | Reiterates | Walmart (WMT) | $133.66 | $135.00 | Outperform ➝ Outperform |
| Wells Fargo & Company | Lowers Target | WAVE Life Sciences (WVE) | $12.80 | $29.00 ➝ $27.00 | Overweight ➝ Overweight |
| Citigroup | Lowers Target | Zillow Group (ZG) | $43.70 | $100.00 ➝ $78.00 | Buy ➝ Buy |
| Morgan Stanley | Initiates | Ermenegildo Zegna (ZGN) | $10.97 | $11.00 | Equal Weight |