| TD Cowen | Raises Target | Advance Auto Parts (AAP) | $45.94 | $45.00 ➝ $47.00 | Hold ➝ Hold |
| Wells Fargo & Company | Lowers Target | Ares Commercial Real Estate (ACRE) | $3.67 | $5.00 ➝ $3.50 | Underweight ➝ Underweight |
| Stifel Nicolaus | Lowers Target | Atlas Energy Solutions (AESI) | $5.97 | $25.00 ➝ $21.00 | Buy ➝ Buy |
| Keefe, Bruyette & Woods | Raises Target | American Financial Group (AFG) | $156.51 | $147.00 ➝ $150.00 | Market Perform ➝ Market Perform |
| Cantor Fitzgerald | Lowers Target | Affirm (AFRM) | $68.61 | $97.00 ➝ $84.00 | Overweight ➝ Overweight |
| B. Riley Financial | Reiterates | Agenus (AGEN) | $7.54 | $14.00 ➝ $16.00 | Buy ➝ Buy |
| Citizens Jmp | Lowers Target | Exp World (AGNT) | $3.05 | $6.00 ➝ $5.50 | Market Outperform ➝ Market Outperform |
| Deutsche Bank Aktiengesellschaft | Reiterates | AJ Bell (AJB) | GBX 568.30 | GBX 700 | Buy |
| Robert W. Baird | Lowers Target | Akamai Technologies (AKAM) | $82.44 | $140.00 ➝ $92.00 | Neutral ➝ Neutral |
| B. Riley Financial | Lowers Target | Applied Materials (AMAT) | $368.31 | $700.00 ➝ $475.00 | Buy ➝ Buy |
| B. Riley Financial | Lowers Target | Amkor Technology (AMKR) | $35.05 | $41.00 ➝ $38.00 | Neutral ➝ Neutral |
| Truist Financial | Raises Target | AMN Healthcare Services (AMN) | $36.76 | $40.00 ➝ $45.00 | Buy ➝ Buy |
| Robert W. Baird | Initiates | Amaero (AMRO) | $5.77 | $9.00 | Outperform |
| Berenberg Bank | Downgrades | Amrize (AMRZ) | $42.80 | $48.00 ➝ $46.00 | Buy ➝ Hold |
| Truist Financial | Raises Target | APA (APA) | $44.46 | $45.00 ➝ $50.00 | Hold ➝ Hold |
| TD Cowen | Raises Target | Arhaus (ARHS) | $14.62 | $11.00 ➝ $16.00 | Buy ➝ Buy |
| Wells Fargo & Company | Raises Target | Ashland (ASH) | $78.35 | $75.00 ➝ $80.00 | Equal Weight ➝ Equal Weight |
| Truist Financial | Lowers Target | AdvanSix (ASIX) | $16.05 | $18.00 ➝ $16.00 | Hold ➝ Hold |
| B. Riley Financial | Lowers Target | AerSale (ASLE) | $4.65 | $6.00 ➝ $5.50 | Neutral ➝ Neutral |
| B. Riley Financial | Reiterates | Strive (ASST) | $22.27 | $33.00 ➝ $27.00 | Buy ➝ Buy |
| Berenberg Bank | Upgrades | Auto Trader Group (AUTO) | GBX 561 | GBX 510 ➝ GBX 660 | Buy |
| Wells Fargo & Company | Raises Target | Avient (AVNT) | $46.54 | $48.00 ➝ $55.00 | Overweight ➝ Overweight |
| Barclays | Lowers Target | Axon Enterprise (AXON) | $314.48 | $688.00 ➝ $507.00 | Overweight ➝ Overweight |
| Wells Fargo & Company | Lowers Target | Banc of California (BANC) | $18.46 | $22.00 ➝ $21.00 | Overweight ➝ Overweight |
| Barclays | Raises Target | Baxter International (BAX) | $26.24 | $20.00 ➝ $23.00 | Underweight ➝ Underweight |
| HC Wainwright | Lowers Target | Biodesix (BDSX) | $8.29 | $38.00 ➝ $34.00 | Buy ➝ Buy |
| Royal Bank Of Canada | Reiterates | Bloom Energy (BE) | $199.26 | $335.00 | Outperform ➝ Outperform |
| Barclays | Raises Target | Franklin Resources (BEN) | $35.75 | $34.00 ➝ $36.00 | Equal Weight ➝ Equal Weight |
| TD Cowen | Raises Target | BILL (BILL) | $52.86 | $59.00 ➝ $66.00 | Buy ➝ Buy |
| BTIG Research | Reiterates | BioAge Labs (BIOA) | $5.53 | | Buy ➝ Buy |
| Stephens | Lowers Target | Brookdale Senior Living (BKD) | $9.21 | $17.00 ➝ $12.00 | Overweight ➝ Overweight |
| Wells Fargo & Company | Lowers Target | BankUnited (BKU) | $44.39 | $47.00 ➝ $46.00 | Equal Weight ➝ Equal Weight |
| Truist Financial | Lowers Target | BKV (BKV) | $18.14 | $34.00 ➝ $31.00 | Buy ➝ Buy |
| HC Wainwright | Lowers Target | BioNTech (BNTX) | $87.16 | $130.00 ➝ $110.00 | Buy ➝ Buy |
| BTIG Research | Reiterates | Boot Barn (BOOT) | $134.95 | $195.00 | Buy ➝ Buy |
| Wells Fargo & Company | Lowers Target | Popular (BPOP) | $158.54 | $195.00 ➝ $190.00 | Overweight ➝ Overweight |
| Stifel Nicolaus | Initiates | Black Rock Coffee Bar (BRCB) | $11.29 | $12.00 | Hold |
| Stifel Nicolaus | Initiates | Dutch Bros (BROS) | $36.11 | $48.00 | Buy |
| B. Riley Financial | Lowers Target | Camtek (CAMT) | $106.03 | $166.00 ➝ $138.00 | Buy ➝ Buy |
| Barclays | Raises Target | CarGurus (CARG) | $33.12 | $38.00 ➝ $41.00 | Overweight ➝ Overweight |
| Wells Fargo & Company | Lowers Target | Commerce Bancshares (CBSH) | $55.88 | $61.00 ➝ $60.00 | Equal Weight ➝ Equal Weight |
| HC Wainwright | Lowers Target | Celcuity (CELC) | $69.49 | $155.00 ➝ $150.00 | Buy ➝ Buy |
| Barclays | Lowers Target | Century Aluminum (CENX) | $36.13 | $40.00 ➝ $39.00 | Equal Weight ➝ Equal Weight |
| Royal Bank Of Canada | Raises Target | CF Industries (CF) | $120.71 | $115.00 ➝ $125.00 | Sector Perform ➝ Sector Perform |
| Guggenheim | Lowers Target | CG Oncology (CGON) | $75.84 | $90.00 ➝ $89.00 | Buy ➝ Buy |
| Robert W. Baird | Raises Target | Choice Hotels International (CHH) | $119.54 | $128.00 ➝ $131.00 | Outperform ➝ Outperform |
| Wells Fargo & Company | Raises Target | Charter Communications (CHTR) | $117.90 | $101.00 ➝ $103.00 | Underweight ➝ Underweight |
| Barclays | Raises Target | Cigna Group (CI) | $293.58 | $310.00 ➝ $320.00 | Equal Weight ➝ Equal Weight |
| Barclays | Lowers Target | Cummins (CMI) | $464.85 | $675.00 ➝ $600.00 | Overweight ➝ Overweight |
| HC Wainwright | Reiterates | Compass Pathways (CMPS) | $9.06 | | Buy ➝ Buy |
| Lifesci Capital | Initiates | Hemab Therapeutics (COAG) | $47.43 | $65.00 | Outperform |
| HC Wainwright | Reiterates | Envoy Medical (COCH) | $7.37 | $18.00 | Buy ➝ Buy |
| HC Wainwright | Raises Target | Cogent Biosciences (COGT) | $32.92 | $55.00 ➝ $56.00 | Buy ➝ Buy |
| B. Riley Financial | Lowers Target | Cohu (COHU) | $43.40 | $75.00 ➝ $60.00 | Buy ➝ Buy |
| Stephens | Raises Target | Concentra Group Holdings Parent (CON) | $41.83 | $45.00 ➝ $51.00 | Overweight ➝ Overweight |
| Truist Financial | Raises Target | ConocoPhillips (COP) | $135.57 | $136.00 ➝ $142.00 | Hold ➝ Hold |
| B. Riley Financial | Lowers Target | Core Scientific (CORZ) | $12.57 | $31.00 ➝ $27.00 | Buy ➝ Buy |
| Barclays | Raises Target | Coty (COTY) | $4.32 | $2.00 ➝ $3.00 | Underweight ➝ Underweight |
| Cantor Fitzgerald | Raises Target | Corpay (CPAY) | $453.44 | $480.00 ➝ $550.00 | Overweight ➝ Overweight |
| Cantor Fitzgerald | Lowers Target | Camden Property Trust (CPT) | $99.61 | $111.00 ➝ $101.00 | Neutral ➝ Neutral |
| Wells Fargo & Company | Lowers Target | CoreWeave (CRWV) | $49.89 | $160.00 ➝ $115.00 | Overweight ➝ Overweight |
| Berenberg Bank | Raises Target | Chesnara (CSN) | GBX 357 | GBX 437 ➝ GBX 450 | Buy |
| Robert W. Baird | Raises Target | Castle Biosciences (CSTL) | $33.19 | $39.00 ➝ $41.00 | Outperform ➝ Outperform |
| Stifel Nicolaus | Lowers Target | Curtiss-Wright (CW) | $485.85 | $518.00 ➝ $472.00 | Hold ➝ Hold |
| Wells Fargo & Company | Initiates | Camping World (CWH) | $4.64 | $6.00 | Overweight |
| BTIG Research | Raises Target | Delcath Systems (DCTH) | $19.11 | $21.00 ➝ $25.00 | Buy ➝ Buy |
| Barclays | Lowers Target | DraftKings (DKNG) | $18.45 | $34.00 ➝ $27.00 | Overweight ➝ Overweight |
| Sanford C. Bernstein | Lowers Target | DraftKings (DKNG) | $18.45 | $27.00 ➝ $22.00 | Outperform ➝ Outperform |
| JPMorgan Chase & Co. | Downgrades | DraftKings (DKNG) | $18.45 | $21.00 | Overweight ➝ Neutral |
| BTIG Research | Lowers Target | DraftKings (DKNG) | $18.45 | $26.00 ➝ $23.00 | Buy ➝ Buy |
| Truist Financial | Lowers Target | DraftKings (DKNG) | $18.45 | $26.00 ➝ $22.00 | Buy ➝ Buy |
| Freedom Broker | Upgrades | DNOW (DNOW) | $13.96 | $18.00 | Hold ➝ Buy |
| Susquehanna | Lowers Target | Devon Energy (DVN) | $42.42 | $63.00 ➝ $60.00 | Positive ➝ Positive |
| Truist Financial | Raises Target | Devon Energy (DVN) | $42.42 | $61.00 ➝ $62.00 | Buy ➝ Buy |
| Canaccord Genuity Group | Lowers Target | VAALCO Energy (EGY) | GBX 391 | GBX 800 ➝ GBX 765 | Buy |
| Stifel Nicolaus | Lowers Target | Eos Energy Enterprises (EOSE) | $1.94 | $9.00 ➝ $4.00 | Buy ➝ Buy |
| B. Riley Financial | Lowers Target | Eos Energy Enterprises (EOSE) | $1.94 | $5.00 ➝ $2.00 | Neutral ➝ Neutral |
| Barclays | Lowers Target | Essent Group (ESNT) | $64.22 | $66.00 ➝ $65.00 | Equal Weight ➝ Equal Weight |
| Cantor Fitzgerald | Lowers Target | Essex Property Trust (ESS) | $276.14 | $316.00 ➝ $305.00 | Overweight ➝ Overweight |
| Barclays | Lowers Target | EverCommerce (EVCM) | $8.11 | $10.00 ➝ $8.50 | Underweight ➝ Underweight |
| Wells Fargo & Company | Raises Target | East West Bancorp (EWBC) | $131.83 | $150.00 ➝ $155.00 | Overweight ➝ Overweight |
| Wells Fargo & Company | Lowers Target | First BanCorp. (FBP) | $26.19 | $32.00 ➝ $30.00 | Overweight ➝ Overweight |
| Wells Fargo & Company | Raises Target | First Horizon (FHN) | $23.57 | $25.00 ➝ $26.00 | Equal Weight ➝ Equal Weight |
| Wells Fargo & Company | Raises Target | First Interstate BancSystem (FIBK) | $38.36 | $34.00 ➝ $36.00 | Underweight ➝ Underweight |
| Cantor Fitzgerald | Lowers Target | Fidelity National Information Services (FIS) | $28.13 | $45.00 ➝ $34.00 | Overweight ➝ Overweight |
| Cantor Fitzgerald | Raises Target | Fiserv (FISV) | $63.32 | $48.00 ➝ $65.00 | Neutral ➝ Neutral |
| Robert W. Baird | Lowers Target | Fluor (FLR) | $49.92 | $64.00 ➝ $56.00 | Neutral ➝ Neutral |
| Truist Financial | Reiterates | Fluor (FLR) | $49.92 | $71.00 ➝ $62.00 | Buy ➝ Buy |
| Barclays | Downgrades | Fresenius Medical Care AG & Co. KGaA (FMS) | $22.89 | | Equal Weight ➝ Underweight |
| Barclays | Raises Target | Fidelity National Financial (FNF) | $44.04 | $47.00 ➝ $49.00 | Equal Weight ➝ Equal Weight |
| B. Riley Financial | Lowers Target | FormFactor (FORM) | $86.75 | $150.00 ➝ $125.00 | Buy ➝ Buy |
| Wells Fargo & Company | Raises Target | Forbright (FRBT) | $19.70 | $21.00 ➝ $22.00 | Overweight ➝ Overweight |
| Piper Sandler | Lowers Target | First Solar (FSLR) | $189.55 | $251.00 ➝ $222.00 | Overweight ➝ Overweight |
| William Blair | Initiates | Graham (GHM) | $86.62 | | Outperform |
| Truist Financial | Lowers Target | Globus Medical (GMED) | $74.57 | $100.00 ➝ $90.00 | Buy ➝ Buy |
| Cantor Fitzgerald | Raises Target | Global Payments (GPN) | $98.29 | $91.00 ➝ $103.00 | Neutral ➝ Neutral |
| Barclays | Raises Target | Global Payments (GPN) | $98.29 | $89.00 ➝ $97.00 | Equal Weight ➝ Equal Weight |
| Berenberg Bank | Lowers Target | Hikma Pharmaceuticals (HIK) | GBX 1,634 | GBX 2,100 ➝ GBX 2,050 | Buy |
| Stifel Nicolaus | Lowers Target | Helios Technologies (HLIO) | $48.44 | $78.00 ➝ $65.00 | Buy ➝ Buy |
| Cantor Fitzgerald | Raises Target | Home BancShares (HOMB) | $30.26 | $31.00 ➝ $32.00 | Neutral ➝ Neutral |
| Canaccord Genuity Group | Reiterates | H-power (HPOW) | GBX 6.71 | GBX 25 | Speculative Buy |
| Cantor Fitzgerald | Raises Target | Humana (HUM) | $433.46 | $460.00 ➝ $495.00 | Overweight ➝ Overweight |
| Guggenheim | Raises Target | Humana (HUM) | $433.46 | $471.00 ➝ $521.00 | Buy ➝ Buy |
| Barclays | Raises Target | Humana (HUM) | $433.46 | $582.00 ➝ $587.00 | Overweight ➝ Overweight |
| Deutsche Bank Aktiengesellschaft | Reiterates | International Consolidated Airlines Group (IAG) | GBX 448.80 | GBX 645 | Buy |
| Citigroup | Initiates | Iambic Therapeutics (IAM) | $12.64 | $22.00 | Buy |
| JPMorgan Chase & Co. | Initiates | Iambic Therapeutics (IAM) | $12.64 | $22.00 | Overweight |
| Bank of America | Initiates | Iambic Therapeutics (IAM) | $12.64 | $30.00 | Buy |
| Deutsche Bank Aktiengesellschaft | Lowers Target | Ibstock (IBST) | GBX 77.16 | GBX 100 ➝ GBX 80 | Hold |
| Truist Financial | Raises Target | ICF International (ICFI) | $82.19 | $80.00 ➝ $90.00 | Hold ➝ Hold |
| B. Riley Financial | Lowers Target | Ichor (ICHR) | $34.25 | $70.00 ➝ $60.00 | Buy ➝ Buy |
| Alliance Global Partners | Upgrades | Innovative Industrial Properties (IIPR) | $55.78 | $64.00 | Neutral ➝ Buy |
| Guggenheim | Initiates | InMed Pharmaceuticals (INM) | $14.50 | $42.00 | Buy |
| Truist Financial | Lowers Target | Inspired Entertainment (INSE) | $3.67 | $8.00 ➝ $6.00 | Buy ➝ Buy |
| Truist Financial | Lowers Target | iRhythm Technologies (IRTC) | $89.66 | $168.00 ➝ $140.00 | Buy ➝ Buy |
| B. Riley Financial | Lowers Target | Joint (JYNT) | $6.65 | $9.00 ➝ $8.00 | Neutral ➝ Neutral |
| Wells Fargo & Company | Lowers Target | Kayne Anderson BDC (KBDC) | $12.67 | $14.00 ➝ $13.00 | Equal Weight ➝ Equal Weight |
| B. Riley Financial | Lowers Target | Kulicke and Soffa Industries (KLIC) | $68.14 | $86.00 ➝ $70.00 | Neutral ➝ Neutral |
| Canaccord Genuity Group | Initiates | Kailera Therapeutics (KLRA) | $13.78 | $44.00 | Buy |
| Barclays | Raises Target | Kimberly-Clark (KMB) | $111.17 | $106.00 ➝ $112.00 | Equal Weight ➝ Equal Weight |
| Wells Fargo & Company | Raises Target | Kinetik (KNTK) | $49.30 | $54.00 ➝ $56.00 | Overweight ➝ Overweight |
| B. Riley Financial | Lowers Target | Koppers (KOP) | $29.02 | $62.00 ➝ $54.00 | Buy ➝ Buy |
| Barclays | Raises Target | Karman (KRMN) | $46.55 | $79.00 ➝ $80.00 | Overweight ➝ Overweight |
| Guggenheim | Lowers Target | Kratos Defense & Security Solutions (KTOS) | $37.94 | $74.00 ➝ $67.00 | Buy ➝ Buy |
| Citigroup | Initiates | L3Harris Technologies (LHX) | $268.68 | $348.00 | Buy |
| Barclays | Raises Target | LivaNova (LIVN) | $91.52 | $105.00 ➝ $120.00 | Overweight ➝ Overweight |
| Berenberg Bank | Lowers Target | Lords Group Trading (LORD) | GBX 9.80 | GBX 40 ➝ GBX 20 | Buy |
| B. Riley Financial | Lowers Target | Lam Research (LRCX) | $218.70 | $338.00 ➝ $310.00 | Buy ➝ Buy |
| Fox Advisors | Downgrades | Lyft (LYFT) | $16.78 | | Overweight ➝ Equal Weight |
| Cantor Fitzgerald | Lowers Target | Mid-America Apartment Communities (MAA) | $119.40 | $140.00 ➝ $127.00 | Neutral ➝ Neutral |
| Stifel Nicolaus | Raises Target | Madison Air Solutions (MAIR) | $24.67 | $35.00 ➝ $36.00 | Buy ➝ Buy |
| Barclays | Lowers Target | Microchip Technology (MCHP) | $62.17 | $105.00 ➝ $90.00 | Equal Weight ➝ Equal Weight |
| Sanford C. Bernstein | Raises Target | Monster Beverage (MNST) | $45.33 | $50.00 ➝ $51.00 | Market Perform ➝ Market Perform |
| Royal Bank Of Canada | Lowers Target | Mosaic (MOS) | $22.82 | $25.00 ➝ $23.00 | Sector Perform ➝ Sector Perform |
| Barclays | Lowers Target | MP Materials (MP) | $37.65 | $65.00 ➝ $54.00 | Overweight ➝ Overweight |
| B. Riley Financial | Lowers Target | Marvell Technology (MRVL) | $156.91 | $275.00 ➝ $250.00 | Buy ➝ Buy |
| Cantor Fitzgerald | Reiterates | Strategy (MSTR) | $128.85 | $208.00 | Overweight ➝ Overweight |
| Robert W. Baird | Raises Target | Mettler-Toledo International (MTD) | $1,723.87 | $1,608.00 ➝ $1,815.00 | Neutral ➝ Neutral |
| Stifel Nicolaus | Raises Target | Mettler-Toledo International (MTD) | $1,723.87 | $1,600.00 ➝ $1,900.00 | Buy ➝ Buy |
| Barclays | Raises Target | Mettler-Toledo International (MTD) | $1,723.87 | $1,700.00 ➝ $1,900.00 | Overweight ➝ Overweight |
| Piper Sandler | Lowers Target | MasTec (MTZ) | $184.66 | $313.00 ➝ $269.00 | Overweight ➝ Overweight |
| Barclays | Lowers Target | Nabors Industries (NBR) | $75.73 | $93.00 ➝ $85.00 | Equal Weight ➝ Equal Weight |
| Canaccord Genuity Group | Lowers Target | Next 15 Group (NFG) | GBX 330 | GBX 455 ➝ GBX 430 | Buy |
| TD Cowen | Lowers Target | Nelnet (NNI) | $132.75 | $135.00 ➝ $125.00 | Hold ➝ Hold |
| Robert W. Baird | Lowers Target | Natera (NTRA) | $321.87 | $458.00 ➝ $403.00 | Outperform ➝ Outperform |
| Royal Bank Of Canada | Raises Target | Netskope (NTSK) | $22.32 | $20.00 ➝ $23.00 | Outperform ➝ Outperform |
| B. Riley Financial | Raises Target | Nutex Health (NUTX) | $192.06 | $325.00 ➝ $357.00 | Buy ➝ Buy |
| The Goldman Sachs Group | Reiterates | NVIDIA (NVDA) | $178.37 | $300.00 | Buy ➝ Buy |
| Royal Bank Of Canada | Reiterates | NVIDIA (NVDA) | $178.37 | $330.00 | Outperform ➝ Outperform |
| Stephens | Raises Target | Norwood Financial (NWFL) | $36.28 | $35.00 ➝ $37.00 | Equal Weight ➝ Equal Weight |
| Maxim Group | Downgrades | Neighborhood Intelligence (NXH) | $1.50 | | Buy ➝ Hold |
| Piper Sandler | Raises Target | Nextpower (NXT) | $102.64 | $110.00 ➝ $115.00 | Overweight ➝ Overweight |
| Wells Fargo & Company | Lowers Target | OFG Bancorp (OFG) | $51.44 | $55.00 ➝ $53.00 | Equal Weight ➝ Equal Weight |
| Wedbush | Reiterates | Oklo (OKLO) | $26.14 | $36.00 | Outperform ➝ Outperform |
| HC Wainwright | Reiterates | Oklo (OKLO) | $26.14 | $90.00 | Buy ➝ Buy |
| Wells Fargo & Company | Lowers Target | Old National Bancorp (ONB) | $25.49 | $30.00 ➝ $29.00 | Overweight ➝ Overweight |
| B. Riley Financial | Lowers Target | Onto Innovation (ONTO) | $193.11 | $340.00 ➝ $285.00 | Buy ➝ Buy |
| TD Cowen | Downgrades | Pan American Silver (PAAS) | $42.31 | | Buy ➝ Hold |
| Wells Fargo & Company | Initiates | Patrick Industries (PATK) | $80.39 | $95.00 | Overweight |
| Cantor Fitzgerald | Lowers Target | PayPay (PAYP) | $15.43 | $25.00 ➝ $21.00 | Overweight ➝ Overweight |
| Canaccord Genuity Group | Initiates | Parabilis Medicines (PBLS) | $29.91 | $39.00 | Buy |
| Royal Bank Of Canada | Raises Target | PagerDuty (PD) | $15.77 | $12.00 ➝ $14.00 | Sector Perform ➝ Sector Perform |
| Morgan Stanley | Downgrades | PDD (PDD) | $80.72 | $129.00 ➝ $90.00 | Overweight ➝ Equal Weight |
| Truist Financial | Reiterates | Insulet (PODD) | $147.59 | $153.00 ➝ $160.00 | Hold ➝ Hold |
| Piper Sandler | Lowers Target | Primoris Services (PRIM) | $69.84 | $90.00 ➝ $80.00 | Neutral ➝ Neutral |
| Barclays | Raises Target | Primo Brands (PRMB) | $23.66 | $26.00 ➝ $29.00 | Overweight ➝ Overweight |
| Piper Sandler | Lowers Target | Quanta Services (PWR) | $582.62 | $714.00 ➝ $701.00 | Overweight ➝ Overweight |
| B. Riley Financial | Lowers Target | D-Wave Quantum (QBTS) | $11.42 | $27.00 ➝ $22.00 | Buy ➝ Buy |
| Bank of America | Lowers Target | Quantinuum (QNT) | $39.40 | $85.00 ➝ $50.00 | Buy ➝ Buy |
| Deutsche Bank Aktiengesellschaft | Reiterates | QinetiQ Group (QQ) | GBX 513 | GBX 600 | Buy |
| Cantor Fitzgerald | Reiterates | Remitly Global (RELY) | $23.03 | $30.00 | Overweight ➝ Overweight |
| B. Riley Financial | Lowers Target | Rigetti Computing (RGTI) | $12.75 | $25.00 ➝ $23.00 | Buy ➝ Buy |
| Berenberg Bank | Raises Target | Rightmove (RMV) | GBX 557.20 | GBX 575 ➝ GBX 665 | Buy |
| B. Riley Financial | Lowers Target | Construction Partners (ROAD) | $83.99 | $135.00 ➝ $100.00 | Buy ➝ Buy |
| B. Riley Financial | Lowers Target | Rogers (ROG) | $130.29 | $195.00 ➝ $180.00 | Buy ➝ Buy |
| Wells Fargo & Company | Raises Target | Rollins (ROL) | $37.91 | $26.00 ➝ $30.00 | Underweight ➝ Underweight |
| Citigroup | Upgrades | Rollins (ROL) | $37.91 | $32.00 ➝ $49.00 | Neutral ➝ Buy |
| JPMorgan Chase & Co. | Upgrades | SAP (SAP) | $237.40 | | Neutral ➝ Overweight |
| BTIG Research | Reiterates | StandardAero (SARO) | $28.36 | $35.00 | Buy ➝ Buy |
| Stifel Nicolaus | Initiates | Starbucks (SBUX) | $109.08 | $115.00 | Buy |
| Barclays | Raises Target | Seadrill (SDRL) | $43.04 | $59.00 ➝ $61.00 | Overweight ➝ Overweight |
| Freedom Broker | Upgrades | Seneca Foods (SENEA) | $167.22 | $202.00 | Hold ➝ Buy |
| Royal Bank Of Canada | Raises Target | Shoals Technologies Group (SHLS) | $9.07 | $10.00 ➝ $11.00 | Outperform ➝ Outperform |
| B. Riley Financial | Lowers Target | Silicon Motion Technology (SIMO) | $173.43 | $310.00 ➝ $290.00 | Buy ➝ Buy |
| William Blair | Initiates | Solid Biosciences (SLDB) | $7.21 | | Outperform |
| Truist Financial | Reiterates | Sylvamo (SLVM) | $38.35 | $40.00 ➝ $47.00 | Buy ➝ Buy |
| Royal Bank Of Canada | Raises Target | Sylvamo (SLVM) | $38.35 | $35.00 ➝ $37.00 | Sector Perform ➝ Sector Perform |
| KeyCorp | Raises Target | Smartstop Self Storage REIT (SMA) | $39.66 | $40.00 ➝ $42.00 | Overweight ➝ Overweight |
| B. Riley Financial | Lowers Target | Semtech (SMTC) | $116.42 | $210.00 ➝ $190.00 | Buy ➝ Buy |
| Guggenheim | Raises Target | SharkNinja (SN) | $226.38 | $210.00 ➝ $250.00 | Buy ➝ Buy |
| Cantor Fitzgerald | Reiterates | Sui Group (SUIG) | $0.97 | $3.40 | Overweight ➝ Overweight |
| Bank of America | Initiates | Supernus Pharmaceuticals (SUPN) | $27.43 | $47.00 | Buy |
| Piper Sandler | Raises Target | Stryker (SYK) | $325.68 | $325.00 ➝ $350.00 | Overweight ➝ Overweight |
| JPMorgan Chase & Co. | Downgrades | Molson Coors Beverage (TAP) | $39.16 | $41.00 ➝ $37.00 | Neutral ➝ Underweight |
| Barclays | Raises Target | Molson Coors Beverage (TAP) | $39.16 | $36.00 ➝ $40.00 | Underweight ➝ Underweight |
| Wells Fargo & Company | Raises Target | Blackrock Tcp Capital (TCPC) | $4.11 | $4.00 ➝ $4.50 | Equal Weight ➝ Equal Weight |
| Barclays | Lowers Target | Atlassian (TEAM) | $151.44 | $222.00 ➝ $210.00 | Overweight ➝ Overweight |
| Truist Financial | Raises Target | Teleflex (TFX) | $155.38 | $142.00 ➝ $167.00 | Hold ➝ Hold |
| Wells Fargo & Company | Initiates | Thor Industries (THO) | $80.45 | $80.00 | Equal Weight |
| Berenberg Bank | Reiterates | Tharisa (THS) | GBX 103.50 | GBX 230 | Buy |
| Wells Fargo & Company | Raises Target | Targa Resources (TRGP) | $271.47 | $324.00 ➝ $330.00 | Overweight ➝ Overweight |
| Barclays | Lowers Target | Trimble (TRMB) | $54.98 | $80.00 ➝ $78.00 | Overweight ➝ Overweight |
| JPMorgan Chase & Co. | Upgrades | Tronox (TROX) | $2.70 | | Underweight ➝ Neutral |
| Cantor Fitzgerald | Raises Target | Trupanion (TRUP) | $34.60 | $30.00 ➝ $33.00 | Neutral ➝ Neutral |
| Stifel Nicolaus | Raises Target | Trupanion (TRUP) | $34.60 | $29.00 ➝ $34.00 | Hold ➝ Hold |
| Barclays | Lowers Target | 10x Genomics (TXG) | $63.52 | $110.00 ➝ $70.00 | Overweight ➝ Overweight |
| Citigroup | Initiates | Uber Technologies (UBER) | $69.47 | $105.00 | Buy |
| Cantor Fitzgerald | Lowers Target | United Dominion Realty Trust (UDR) | $36.63 | $41.00 ➝ $39.00 | Neutral ➝ Neutral |
| Barclays | Raises Target | Ubiquiti (UI) | $646.55 | $489.00 ➝ $537.00 | Underweight ➝ Underweight |
| Piper Sandler | Lowers Target | Unusual Machines (UMAC) | $13.37 | $29.00 ➝ $27.00 | Overweight ➝ Overweight |
| JPMorgan Chase & Co. | Upgrades | Unum Group (UNM) | $80.60 | $98.00 ➝ $90.00 | Neutral ➝ Overweight |
| HC Wainwright | Initiates | United Therapeutics (UTHR) | $566.40 | $660.00 | Buy ➝ Buy |
| Truist Financial | Raises Target | Veeva Systems (VEEV) | $303.36 | $305.00 ➝ $360.00 | Buy ➝ Buy |
| Wells Fargo & Company | Lowers Target | Viking (VIK) | $87.65 | $128.00 ➝ $118.00 | Overweight ➝ Overweight |
| Stifel Nicolaus | Raises Target | Vulcan Materials (VMC) | $287.50 | $320.00 ➝ $342.00 | Buy ➝ Buy |
| Cantor Fitzgerald | Lowers Target | Vivmark Residential Common Shares of Beneficial Interest (VMRK) | $65.86 | $70.00 ➝ $68.00 | Neutral ➝ Neutral |
| Robert W. Baird | Raises Target | Vontier (VNT) | $42.61 | $39.00 ➝ $46.00 | Neutral ➝ Neutral |
| Wells Fargo & Company | Lowers Target | Western Alliance Bancorporation (WAL) | $77.60 | $84.00 ➝ $82.00 | Equal Weight ➝ Equal Weight |
| Royal Bank Of Canada | Raises Target | Wendy's (WEN) | $8.24 | $7.00 ➝ $8.00 | Sector Perform ➝ Sector Perform |
| Wells Fargo & Company | Initiates | Winnebago Industries (WGO) | $31.25 | $27.00 | Underweight |
| Truist Financial | Lowers Target | Westlake (WLK) | $64.19 | $90.00 ➝ $81.00 | Buy ➝ Buy |
| Wells Fargo & Company | Raises Target | Wintrust Financial (WTFC) | $154.85 | $160.00 ➝ $165.00 | Equal Weight ➝ Equal Weight |
| Cantor Fitzgerald | Reiterates | Western Union (WU) | $6.78 | $6.00 | Underweight ➝ Underweight |
| Needham & Company LLC | Lowers Target | TeraWulf (WULF) | $12.41 | $33.00 ➝ $25.00 | Buy ➝ Buy |
| Rosenblatt Securities | Lowers Target | TeraWulf (WULF) | $12.41 | $30.00 ➝ $20.00 | Buy ➝ Buy |
| B. Riley Financial | Reiterates | WAVE Life Sciences (WVE) | $3.33 | $18.00 | Buy ➝ Buy |
| Cantor Fitzgerald | Raises Target | Block (XYZ) | $88.27 | $95.00 ➝ $102.00 | Overweight ➝ Overweight |
| Barclays | Raises Target | Zimmer Biomet (ZBH) | $106.89 | $100.00 ➝ $115.00 | Equal Weight ➝ Equal Weight |
| Berenberg Bank | Reiterates | Zegona Communications (ZEG) | GBX 1,766 | GBX 2,300 | Buy |
