| HC Wainwright | Raises Target | Adicet Bio (ACET) | $6.35 | $27.00 ➝ $34.00 | Buy ➝ Buy |
| Raymond James Financial | Downgrades | Acadia Healthcare (ACHC) | $27.91 | $39.00 | Strong-Buy ➝ Outperform |
| Susquehanna | Raises Target | Accenture (ACN) | $174.40 | $140.00 ➝ $153.00 | Neutral ➝ Neutral |
| Evercore | Initiates | ADI Global Distribution Inc. Common Stock (ADIG) | $18.44 | $23.00 | In-Line |
| Piper Sandler | Initiates | Autodesk (ADSK) | $207.19 | $338.00 ➝ $300.00 | Overweight ➝ Overweight |
| Barclays | Upgrades | Atlas Energy Solutions (AESI) | $12.25 | $10.00 ➝ $14.00 | Underweight ➝ Equal Weight |
| Rodman & Renshaw | Initiates | Agenus (AGEN) | $9.43 | $19.00 | Buy |
| Royal Bank Of Canada | Reiterates | AAR (AIR) | $115.58 | $145.00 | Outperform ➝ Outperform |
| Morgan Stanley | Lowers Target | Applied Materials (AMAT) | $486.76 | $642.00 ➝ $563.00 | Equal Weight ➝ Equal Weight |
| BMO Capital Markets | Lowers Target | Alexandria Real Estate Equities (ARE) | $48.58 | $52.00 ➝ $48.00 | Market Perform ➝ Market Perform |
| UBS Group | Reiterates | ASML (ASML) | $1,771.41 | | Buy ➝ Buy |
| Morgan Stanley | Raises Target | Atlantic Union Bankshares (AUB) | $38.58 | $49.00 ➝ $50.00 | Equal Weight ➝ Equal Weight |
| William Blair | Downgrades | Acuity (AYI) | $306.07 | | Outperform ➝ Market Perform |
| JPMorgan Chase & Co. | Lowers Target | AutoZone (AZO) | $2,917.83 | $3,850.00 ➝ $3,700.00 | Overweight ➝ Overweight |
| HSBC | Initiates | Bank of America (BAC) | $55.43 | $65.00 | Buy |
| Royal Bank Of Canada | Reiterates | Bloom Energy (BE) | $262.89 | $335.00 | Outperform ➝ Outperform |
| Jefferies Financial Group | Lowers Target | The Berkeley Group (BKG) | GBX 3,364 | GBX 4,517 ➝ GBX 4,301 | Buy |
| DA Davidson | Downgrades | BlackLine (BL) | $26.56 | $30.00 ➝ $23.00 | Neutral ➝ Underperform |
| UBS Group | Reiterates | BP (BP) | GBX 558.50 | | Buy ➝ Buy |
| TD Cowen | Raises Target | BP (BP) | $44.38 | $41.00 ➝ $47.00 | Hold ➝ Hold |
| DA Davidson | Lowers Target | Dutch Bros (BROS) | $37.75 | $85.00 ➝ $60.00 | Buy ➝ Buy |
| Jefferies Financial Group | Raises Target | Barratt Redrow (BTRW) | GBX 345.20 | GBX 303 ➝ GBX 323 | Hold |
| Jefferies Financial Group | Reiterates | Bellway (BWY) | GBX 2,282 | GBX 2,380 | Buy |
| HSBC | Raises Target | Citigroup (C) | $131.32 | $161.00 ➝ $164.00 | Buy ➝ Buy |
| Morgan Stanley | Lowers Target | Camtek (CAMT) | $142.61 | $165.00 ➝ $152.00 | Equal Weight ➝ Equal Weight |
| BTIG Research | Reiterates | Carlsmed (CARL) | $14.18 | $23.00 | Buy ➝ Buy |
| Morgan Stanley | Raises Target | Commerce Bancshares (CBSH) | $55.88 | $76.00 ➝ $77.00 | Overweight ➝ Overweight |
| Morgan Stanley | Lowers Target | Citizens Financial Group (CFG) | $64.75 | $90.00 ➝ $89.00 | Overweight ➝ Overweight |
| Morgan Stanley | Raises Target | Cullen/Frost Bankers (CFR) | $156.41 | $200.00 ➝ $201.00 | Overweight ➝ Overweight |
| TD Cowen | Reiterates | CME Group (CME) | $263.24 | $292.00 | Buy ➝ Buy |
| Keefe, Bruyette & Woods | Initiates | Coinbase Global (COIN) | $191.79 | $237.00 | Outperform |
| Robert W. Baird | Raises Target | Coinbase Global (COIN) | $191.79 | $130.00 ➝ $205.00 | Neutral ➝ Neutral |
| Argus | Reiterates | Costco Wholesale (COST) | $922.92 | $1,230.00 | Buy ➝ Buy |
| Deutsche Bank Aktiengesellschaft | Lowers Target | Costco Wholesale (COST) | $922.92 | $1,091.00 ➝ $1,079.00 | Buy ➝ Buy |
| BNP Paribas Exane | Reiterates | Copart (CPRT) | $27.22 | $40.00 ➝ $43.00 | Outperform ➝ Outperform |
| Jefferies Financial Group | Lowers Target | Crest Nicholson (CRST) | GBX 65.50 | GBX 107 ➝ GBX 80 | Buy |
| Morgan Stanley | Lowers Target | Contineum Therapeutics (CTNM) | $12.73 | $18.00 ➝ $17.00 | Equal Weight ➝ Equal Weight |
| Truist Financial | Lowers Target | Clearway Energy (CWEN) | $29.14 | $43.00 ➝ $40.00 | Buy ➝ Buy |
| Mizuho | Lowers Target | DTE Energy (DTE) | $120.82 | $152.00 ➝ $136.00 | Outperform ➝ Outperform |
| Wells Fargo & Company | Lowers Target | Devon Energy (DVN) | $46.71 | $65.00 ➝ $64.00 | Overweight ➝ Overweight |
| Truist Financial | Lowers Target | Enlight Renewable Energy (ENLT) | $68.75 | $106.00 ➝ $104.00 | Buy ➝ Buy |
| TD Cowen | Raises Target | Equinor ASA (EQNR) | $42.25 | $38.00 ➝ $41.00 | Hold ➝ Hold |
| Morgan Stanley | Raises Target | East West Bancorp (EWBC) | $126.72 | $160.00 ➝ $164.00 | Overweight ➝ Overweight |
| JonesTrading | Reiterates | FTAI Infrastructure (FIP) | $2.89 | $8.75 | Buy ➝ Buy |
| BTIG Research | Reiterates | FTAI Infrastructure (FIP) | $2.89 | $9.00 | Buy ➝ Buy |
| B. Riley Financial | Lowers Target | Fiserv (FISV) | $46.02 | $66.00 ➝ $51.00 | Neutral ➝ Neutral |
| Morgan Stanley | Lowers Target | Flagstar Bank, National Association (FLG) | $12.04 | $17.00 ➝ $16.00 | Overweight ➝ Overweight |
| Keefe, Bruyette & Woods | Lowers Target | Freddie Mac (FMCC) | $4.00 | $6.50 ➝ $3.50 | Underperform ➝ Underperform |
| Keefe, Bruyette & Woods | Lowers Target | Fannie Mae (FNMA) | $4.40 | $6.25 ➝ $3.50 | Underperform ➝ Underperform |
| Evercore | Initiates | Fortive (FTV) | $55.77 | $60.00 | In-Line |
| JPMorgan Chase & Co. | Lowers Target | H. B. Fuller (FUL) | $49.45 | $67.00 ➝ $66.00 | Overweight ➝ Overweight |
| Citigroup | Lowers Target | H. B. Fuller (FUL) | $49.45 | $75.00 ➝ $63.00 | Buy ➝ Buy |
| Piper Sandler | Raises Target | Alphabet (GOOG) | $339.16 | $395.00 ➝ $400.00 | Overweight ➝ Overweight |
| Piper Sandler | Raises Target | Alphabet (GOOGL) | $342.75 | $395.00 ➝ $400.00 | Overweight ➝ Overweight |
| HSBC | Raises Target | The Goldman Sachs Group (GS) | $915.93 | $995.00 ➝ $1,007.00 | Hold ➝ Hold |
| Robert W. Baird | Raises Target | IBEX (IBEX) | $44.33 | $40.00 ➝ $44.00 | Neutral ➝ Neutral |
| HC Wainwright | Raises Target | Incyte (INCY) | $124.82 | $150.00 ➝ $152.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Raises Target | Incyte (INCY) | $124.82 | $120.00 ➝ $123.00 | Neutral ➝ Neutral |
| Bank of America | Initiates | IonQ (IONQ) | $44.59 | $60.00 | Buy |
| BMO Capital Markets | Lowers Target | JetBlue Airways (JBLU) | $4.22 | $6.75 ➝ $5.25 | Market Perform ➝ Market Perform |
| Citigroup | Downgrades | James Hardie Industries (JHX) | $25.42 | | Buy ➝ Neutral |
| HSBC | Raises Target | JPMorgan Chase & Co. (JPM) | $336.92 | $369.00 ➝ $377.00 | Hold ➝ Hold |
| Barclays | Lowers Target | Kimco Realty (KIM) | $22.47 | $28.00 ➝ $27.00 | Overweight ➝ Overweight |
| JPMorgan Chase & Co. | Lowers Target | CocaCola (KO) | $87.25 | $96.00 ➝ $95.00 | Overweight ➝ Overweight |
| HC Wainwright | Raises Target | Kodiak Sciences (KOD) | $89.92 | $58.00 ➝ $96.00 | Buy ➝ Buy |
| Lifesci Capital | Raises Target | Kodiak Sciences (KOD) | $89.92 | $85.00 ➝ $145.00 | Outperform ➝ Outperform |
| UBS Group | Raises Target | Kodiak Sciences (KOD) | $89.92 | $80.00 ➝ $120.00 | Buy ➝ Buy |
| Royal Bank Of Canada | Lowers Target | Karman (KRMN) | $33.69 | $85.00 ➝ $70.00 | Outperform ➝ Outperform |
| Guggenheim | Initiates | Cyclerion Therapeutics (KRSA) | $30.83 | $70.00 | Buy |
| Jefferies Financial Group | Reiterates | Land Securities Group (LAND) | GBX 619.50 | GBX 462 | Underperform |
| Barclays | Upgrades | Liberty Energy (LBRT) | $18.95 | $27.00 | Equal Weight ➝ Overweight |
| William Blair | Reiterates | Lifecore Biomedical (LFCR) | $6.52 | | Outperform ➝ Market Perform |
| Argus | Lowers Target | Linde (LIN) | $472.04 | $563.00 ➝ $538.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Raises Target | Eli Lilly and Company (LLY) | $1,185.97 | $1,400.00 ➝ $1,500.00 | Overweight ➝ Overweight |
| Morgan Stanley | Lowers Target | Lightspeed Commerce (LSPD) | $9.71 | $11.50 ➝ $9.50 | Equal Weight ➝ Equal Weight |
| BMO Capital Markets | Lowers Target | Southwest Airlines (LUV) | $42.26 | $60.00 ➝ $50.00 | Outperform ➝ Outperform |
| Stephens | Lowers Target | Lamb Weston (LW) | $43.18 | $55.00 ➝ $50.00 | Equal Weight ➝ Equal Weight |
| Cantor Fitzgerald | Initiates | Lexicon Pharmaceuticals (LXRX) | $1.90 | $8.00 | Overweight |
| DA Davidson | Downgrades | Manhattan Associates (MANH) | $201.88 | $210.00 | Buy ➝ Neutral |
| Northland Securities | Initiates | Check-Cap (MBAI) | $4.02 | $10.00 | Outperform |
| JPMorgan Chase & Co. | Initiates | Mobility Global (MBGL) | $17.78 | $21.00 | Neutral |
| Monness Crespi & Hardt | Raises Target | Meta Platforms (META) | $715.62 | $730.00 ➝ $830.00 | Buy ➝ Buy |
| HC Wainwright | Raises Target | Mirum Pharmaceuticals (MIRM) | $87.96 | $140.00 ➝ $195.00 | Buy ➝ Buy |
| HSBC | Raises Target | Morgan Stanley (MS) | $193.65 | $215.00 ➝ $219.00 | Hold ➝ Hold |
| JPMorgan Chase & Co. | Reiterates | Microsoft (MSFT) | $509.22 | | Buy ➝ Buy |
| Morgan Stanley | Lowers Target | M&T Bank (MTB) | $220.46 | $304.00 ➝ $301.00 | Overweight ➝ Overweight |
| Robert W. Baird | Raises Target | Micron Technology (MU) | $1,053.98 | $1,280.00 ➝ $1,520.00 | Outperform ➝ Outperform |
| Wedbush | Reiterates | Micron Technology (MU) | $1,053.98 | $1,400.00 | Outperform ➝ Outperform |
| Sanford C. Bernstein | Reiterates | Netflix (NFLX) | $69.23 | | Buy |
| Deutsche Bank Aktiengesellschaft | Lowers Target | NIKE (NKE) | $36.40 | $45.00 ➝ $37.00 | Hold ➝ Hold |
| HSBC | Lowers Target | NIKE (NKE) | $36.40 | $48.00 ➝ $40.00 | Hold ➝ Hold |
| Evercore | Lowers Target | NIKE (NKE) | $36.40 | $46.00 ➝ $34.00 | |
| Needham & Company LLC | Initiates | Nutanix (NTNX) | $68.70 | $85.00 ➝ $90.00 | Buy ➝ Buy |
| Needham & Company LLC | Reiterates | NU (NU) | $12.25 | $19.00 | Buy ➝ Buy |
| Citizens Jmp | Raises Target | Okta (OKTA) | $202.18 | $180.00 ➝ $225.00 | Market Outperform ➝ Market Outperform |
| Bank of America | Lowers Target | OneMain (OMF) | $56.16 | $71.00 ➝ $67.00 | Buy ➝ Buy |
| Morgan Stanley | Raises Target | Bank OZK (OZK) | $46.61 | $56.00 ➝ $57.00 | Underweight ➝ Underweight |
| BTIG Research | Raises Target | Palo Alto Networks (PANW) | $392.09 | $404.00 ➝ $425.00 | Buy ➝ Buy |
| Needham & Company LLC | Reiterates | PAR Technology (PAR) | $13.66 | $25.00 | Buy ➝ Buy |
| Cantor Fitzgerald | Lowers Target | Paychex (PAYX) | $99.30 | $112.00 ➝ $96.00 | Underweight ➝ Underweight |
| Robert W. Baird | Lowers Target | Paychex (PAYX) | $99.30 | $125.00 ➝ $110.00 | Neutral ➝ Neutral |
| Piper Sandler | Initiates | Procore Technologies (PCOR) | $49.14 | $68.00 | Overweight |
| DA Davidson | Downgrades | Pegasystems (PEGA) | $33.23 | $32.00 | Buy ➝ Neutral |
| HSBC | Raises Target | The PNC Financial Services Group (PNC) | $223.47 | $275.00 ➝ $283.00 | Buy ➝ Buy |
| UBS Group | Lowers Target | Portland General Electric (POR) | $44.22 | $53.00 ➝ $50.00 | Neutral ➝ Neutral |
| Jefferies Financial Group | Reiterates | Persimmon (PSN) | GBX 1,327 | GBX 1,590 | Buy |
| Canaccord Genuity Group | Reiterates | Pasqal (PSQL) | $6.70 | $16.00 | Buy ➝ Buy |
| Bank of America | Upgrades | Royal Caribbean Cruises (RCL) | $242.30 | $330.00 | Neutral ➝ Buy |
| Tigress Financial | Reiterates | Royal Caribbean Cruises (RCL) | $242.30 | $425.00 | Buy ➝ Buy |
| Evercore | Initiates | Resideo Technologies (REZI) | $18.20 | $30.00 | Outperform |
| Morgan Stanley | Lowers Target | Regions Financial (RF) | $27.23 | $36.00 ➝ $35.00 | Equal Weight ➝ Equal Weight |
| Morgan Stanley | Upgrades | Reinsurance Group of America (RGA) | $252.65 | $295.00 | Equal Weight ➝ Overweight |
| Stifel Nicolaus | Lowers Target | RH (RH) | $122.31 | $130.00 ➝ $120.00 | Hold ➝ Hold |
| Craig Hallum | Initiates | Rank One Computing (ROC) | $4.22 | $6.50 | Buy |
| Morgan Stanley | Lowers Target | RPM International (RPM) | $100.19 | $117.00 ➝ $114.00 | Equal Weight ➝ Equal Weight |
| Brookline Capital Markets | Initiates | Revolution Medicines (RVMD) | $201.74 | $318.00 | Buy |
| Truist Financial | Lowers Target | Safehold (SAFE) | $12.24 | $17.00 ➝ $13.00 | Hold ➝ Hold |
| B. Riley Financial | Lowers Target | Scholastic (SCHL) | $33.58 | $42.00 ➝ $35.00 | Neutral ➝ Neutral |
| Barclays | Lowers Target | Tanger (SKT) | $34.74 | $42.00 ➝ $41.00 | Equal Weight ➝ Equal Weight |
| CLSA | Initiates | SpaceX (SPCX) | $145.43 | $250.00 | Outperform |
| Sanford C. Bernstein | Reiterates | SpaceX (SPCX) | $145.43 | | Outperform ➝ Buy |
| Berenberg Bank | Reiterates | SigmaRoc (SRC) | GBX 128.50 | GBX 130 | Hold |
| Needham & Company LLC | Reiterates | Sarepta Therapeutics (SRPT) | $18.78 | | Underperform ➝ Underperform |
| Sanford C. Bernstein | Lowers Target | Constellation Brands (STZ) | $112.87 | $197.00 ➝ $180.00 | Outperform ➝ Outperform |
| Morgan Stanley | Raises Target | AT&T (T) | $24.91 | $27.00 ➝ $28.00 | Overweight ➝ Overweight |
| BMO Capital Markets | Lowers Target | Transdigm Group (TDG) | $1,108.51 | $1,525.00 ➝ $1,400.00 | Outperform ➝ Outperform |
| Robert W. Baird | Raises Target | Atlassian (TEAM) | $178.52 | $200.00 ➝ $245.00 | Outperform ➝ Outperform |
| HSBC | Initiates | Truist Financial (TFC) | $47.10 | $61.00 | Buy |
| Bank of America | Upgrades | Teleflex (TFX) | $127.90 | $145.00 ➝ $158.00 | Neutral ➝ Buy |
| Sanford C. Bernstein | Reiterates | T-Mobile US (TMUS) | $166.45 | | Neutral ➝ Neutral |
| Jefferies Financial Group | Raises Target | Travis Perkins (TPK) | GBX 620 | GBX 443 ➝ GBX 453 | Underperform |
| Evercore | Raises Target | T. Rowe Price Group (TROW) | $103.81 | $113.00 ➝ $121.00 | |
| D. Boral Capital | Initiates | Trio-Tech International (TRT) | $6.42 | $17.00 | Buy |
| JPMorgan Chase & Co. | Lowers Target | Tesla (TSLA) | $357.45 | $445.00 ➝ $415.00 | Neutral ➝ Neutral |
| Jefferies Financial Group | Reiterates | Taylor Wimpey (TW) | GBX 80.10 | GBX 101 | Buy |
| Argus | Initiates | 10x Genomics (TXG) | $88.50 | $110.00 | Buy |
| Piper Sandler | Initiates | Tyler Technologies (TYL) | $324.05 | $491.00 ➝ $450.00 | Overweight ➝ Overweight |
| HSBC | Raises Target | U.S. Bancorp (USB) | $58.74 | $74.00 ➝ $76.00 | Buy ➝ Buy |
| Stifel Nicolaus | Lowers Target | Viking (VIK) | $79.18 | $120.00 ➝ $115.00 | Buy ➝ Buy |
| Morgan Stanley | Lowers Target | Valley National Bancorp (VLY) | $12.79 | $17.00 ➝ $16.00 | Equal Weight ➝ Equal Weight |
| Berenberg Bank | Lowers Target | Vistry Group (VTY) | GBX 286.60 | GBX 263 ➝ GBX 252 | Hold |
| Piper Sandler | Initiates | WBI (WBI) | $28.90 | $37.00 | Overweight |
| HSBC | Initiates | Wells Fargo & Company (WFC) | $80.82 | $108.00 | Buy |
| Berenberg Bank | Reiterates | WPP (WPP) | GBX 385.80 | GBX 470 | Buy |
| Truist Financial | Reiterates | Xencor (XNCR) | $25.60 | $27.00 ➝ $29.00 | Buy ➝ Buy |
| TD Cowen | Raises Target | ExxonMobil (XOM) | $162.47 | $168.00 ➝ $180.00 | Buy ➝ Buy |
| Canaccord Genuity Group | Raises Target | YETI (YETI) | $43.39 | $45.00 ➝ $46.00 | Hold ➝ Hold |
| Morgan Stanley | Raises Target | Zions Bancorporation, N.A. (ZION) | $63.19 | $77.00 ➝ $78.00 | Underweight ➝ Underweight |
| Wedbush | Reiterates | Zscaler (ZS) | $199.39 | $215.00 | Outperform ➝ Outperform |
