| Deutsche Bank Aktiengesellschaft | Reiterates | Airtel Africa (AAF) | GBX 348.43 | GBX 450 ➝ GBX 450 | Buy |
| Bank of America | Raises Target | American Airlines Group (AAL) | $16.44 | $14.00 ➝ $16.00 | Neutral ➝ Neutral |
| Rosenblatt Securities | Reiterates | Applied Optoelectronics (AAOI) | $167.94 | $220.00 | Buy ➝ Buy |
| HC Wainwright | Reiterates | Achieve Life Sciences (ACHV) | $5.12 | $12.00 | Buy ➝ Buy |
| Morgan Stanley | Lowers Target | Accenture (ACN) | $121.05 | $177.00 ➝ $130.00 | Equal Weight ➝ Equal Weight |
| Argus | Lowers Target | Accenture (ACN) | $121.05 | $335.00 ➝ $220.00 | Buy ➝ Buy |
| Deutsche Bank Aktiengesellschaft | Lowers Target | Accenture (ACN) | $121.05 | $199.00 ➝ $140.00 | Hold ➝ Hold |
| JPMorgan Chase & Co. | Lowers Target | Afya (AFYA) | $14.16 | $21.50 ➝ $21.00 | Neutral ➝ Neutral |
| Bank of America | Lowers Target | Alamos Gold (AGI) | $31.11 | $57.00 ➝ $50.00 | Buy ➝ Buy |
| HC Wainwright | Initiates | AgomAb Therapeutics (AGMB) | $12.07 | $35.00 | Buy |
| DA Davidson | Reiterates | Alight (ALIT) | $0.60 | $2.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Lowers Target | Alkami Technology (ALKT) | $14.30 | $20.00 ➝ $19.00 | Overweight ➝ Overweight |
| Leerink Partners | Initiates | Altimmune (ALT) | $2.91 | $10.00 | Outperform |
| Canaccord Genuity Group | Reiterates | Apogee Therapeutics (APGE) | $132.61 | $130.00 ➝ $135.11 | Buy ➝ Hold |
| Bank of America | Raises Target | ASML (ASML) | $1,893.98 | $2,268.00 ➝ $2,345.00 | Buy ➝ Buy |
| Jefferies Financial Group | Reiterates | Babcock International Group (BAB) | GBX 984.40 | GBX 1,400 ➝ GBX 1,400 | Buy |
| Oppenheimer | Initiates | BridgeBio Oncology Therapeutics (BBOT) | $7.91 | $22.00 | Outperform |
| DA Davidson | Reiterates | Best Buy (BBY) | $77.10 | $90.00 | Buy ➝ Buy |
| TD Cowen | Raises Target | Franklin Resources (BEN) | $34.12 | $37.00 ➝ $40.00 | Buy ➝ Buy |
| Bank of America | Lowers Target | BHP Group (BHP) | $86.11 | $93.00 ➝ $91.00 | Neutral ➝ Neutral |
| DA Davidson | Raises Target | Dutch Bros (BROS) | $68.43 | $75.00 ➝ $90.00 | Buy ➝ Buy |
| Piper Sandler | Raises Target | Dutch Bros (BROS) | $68.43 | $61.00 ➝ $68.00 | Neutral ➝ Neutral |
| Shore Capital Group | Reiterates | BATM Advanced Communications (BVC) | GBX 15.20 | | House Stock |
| JPMorgan Chase & Co. | Upgrades | Baldwin Insurance Group (BWIN) | $24.60 | $25.00 ➝ $28.00 | Neutral ➝ Overweight |
| Capital One Financial | Initiates | Casey's General Stores (CASY) | $833.98 | $896.00 | Equal Weight |
| Morgan Stanley | Raises Target | Commercial Metals (CMC) | $73.09 | $83.00 ➝ $88.00 | Overweight ➝ Overweight |
| TD Cowen | Lowers Target | CME Group (CME) | $246.04 | $323.00 ➝ $273.00 | Buy ➝ Buy |
| Barrington Research | Reiterates | Concentrix (CNXC) | $24.23 | $38.00 | Outperform ➝ Outperform |
| HC Wainwright | Initiates | Conexeu Sciences (CNXU) | $11.85 | $20.00 | Buy |
| Stifel Nicolaus | Raises Target | Credo Technology Group (CRDO) | $295.40 | $250.00 ➝ $350.00 | Buy ➝ Buy |
| Argus | Raises Target | Delta Air Lines (DAL) | $86.14 | $85.00 ➝ $100.00 | Buy ➝ Buy |
| Bank of America | Raises Target | Delta Air Lines (DAL) | $86.14 | $78.00 ➝ $93.00 | Buy ➝ Buy |
| Barclays | Initiates | American Axle & Manufacturing (DCH) | $6.23 | $8.00 | Equal Weight |
| Citizens Jmp | Reiterates | DraftKings (DKNG) | $25.96 | $34.00 | Market Outperform ➝ Market Outperform |
| The Goldman Sachs Group | Initiates | Estee Lauder Companies (EL) | $85.08 | $100.00 | Buy |
| Raymond James Financial | Lowers Target | EOG Resources (EOG) | $131.82 | $186.00 ➝ $176.00 | Strong-Buy ➝ Strong-Buy |
| DA Davidson | Raises Target | Equity Bancshares (EQBK) | $46.71 | $47.00 ➝ $51.00 | Neutral ➝ Neutral |
| Citizens Jmp | Reiterates | EquipmentShare.com (EQPT) | $25.17 | $42.00 | Market Outperform ➝ Market Outperform |
| Jefferies Financial Group | Reiterates | European Wealth Group (EWG) | GBX 101.80 | GBX 132 ➝ GBX 132 | Buy |
| HC Wainwright | Initiates | Sensei Biotherapeutics (FTH) | $20.83 | $60.00 | Buy |
| Berenberg Bank | Reiterates | Griffin Mining (GFM) | GBX 319 | GBX 360 ➝ GBX 360 | Buy |
| Berenberg Bank | Lowers Target | Great Portland Estates (GPE) | GBX 318.20 | GBX 377 ➝ GBX 360 | Hold |
| Morgan Stanley | Initiates | Global Payments (GPN) | $65.65 | $65.00 | Overweight ➝ Equal Weight |
| TD Cowen | Lowers Target | HCA Healthcare (HCA) | $374.98 | $500.00 ➝ $431.00 | Buy ➝ Buy |
| Deutsche Bank Aktiengesellschaft | Reiterates | Hikma Pharmaceuticals (HIK) | GBX 1,472.80 | GBX 195 ➝ GBX 195 | Buy |
| Northland Securities | Raises Target | IonQ (IONQ) | $59.93 | $55.00 ➝ $70.00 | Outperform ➝ Outperform |
| BTIG Research | Reiterates | iRhythm Technologies (IRTC) | $104.32 | $185.00 | Buy ➝ Buy |
| Morgan Stanley | Lowers Target | Kroger (KR) | $55.95 | $73.00 ➝ $67.00 | Equal Weight ➝ Equal Weight |
| Roth Mkm | Lowers Target | Centrus Energy (LEU) | $179.83 | $230.00 ➝ $195.00 | Neutral ➝ Neutral |
| Barclays | Raises Target | LGN (LGN) | $88.64 | $60.00 ➝ $80.00 | Equal Weight ➝ Equal Weight |
| DA Davidson | Raises Target | Life360 (LIF) | $48.78 | $40.00 ➝ $42.00 | Neutral ➝ Neutral |
| Berenberg Bank | Raises Target | Eli Lilly and Company (LLY) | $1,108.87 | $1,050.00 ➝ $1,135.00 | Hold ➝ Hold |
| BTIG Research | Raises Target | Liquidia (LQDA) | $74.59 | $59.00 ➝ $109.00 | Buy ➝ Buy |
| DA Davidson | Reiterates | Modine Manufacturing (MOD) | $289.85 | $330.00 | Buy ➝ Buy |
| Roth Mkm | Upgrades | Matador Resources (MTDR) | $50.45 | $65.00 | Neutral ➝ Buy |
| Needham & Company LLC | Raises Target | Micron Technology (MU) | $1,194.36 | $500.00 ➝ $1,550.00 | Buy ➝ Buy |
| Capital One Financial | Initiates | Murphy USA (MUSA) | $556.84 | $710.00 | Overweight |
| JPMorgan Chase & Co. | Raises Target | nCino (NCNO) | $14.20 | $16.00 ➝ $17.00 | Neutral ➝ Neutral |
| Citizens Jmp | Initiates | National Research (NRC) | $19.53 | $23.00 | Market Outperform |
| Morgan Stanley | Raises Target | Nucor (NUE) | $243.54 | $227.00 ➝ $258.00 | Equal Weight ➝ Equal Weight |
| HC Wainwright | Raises Target | Nuvectis Pharma (NVCT) | $15.28 | $13.00 ➝ $39.00 | Buy ➝ Buy |
| Oppenheimer | Raises Target | Onto Innovation (ONTO) | $340.19 | $370.00 ➝ $450.00 | Outperform ➝ Outperform |
| Stifel Nicolaus | Raises Target | Plexus (PLXS) | $303.22 | $280.00 ➝ $330.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Lowers Target | Q2 (QTWO) | $41.41 | $80.00 ➝ $60.00 | Overweight ➝ Overweight |
| Piper Sandler | Raises Target | Seacoast Banking Corporation of Florida (SBCF) | $31.22 | $32.50 ➝ $34.00 | Neutral ➝ Neutral |
| JPMorgan Chase & Co. | Raises Target | Standard Life (SDLF) | GBX 818.45 | GBX 950 ➝ GBX 975 | Overweight |
| Wedbush | Raises Target | Silicon Motion Technology (SIMO) | $334.10 | $230.00 ➝ $400.00 | Outperform ➝ Outperform |
| Stifel Nicolaus | Lowers Target | SiteOne Landscape Supply (SITE) | $107.26 | $157.00 ➝ $153.00 | Buy ➝ Buy |
| Jefferies Financial Group | Reiterates | Triple Point Social Housing REIT (SOHO) | GBX 74.45 | GBX 82 ➝ GBX 82 | Buy |
| Morgan Stanley | Raises Target | Steel Dynamics (STLD) | $251.26 | $227.00 ➝ $270.00 | Equal Weight ➝ Equal Weight |
| Fox Advisors | Downgrades | Seagate Technology (STX) | $1,082.01 | | Overweight ➝ Equal Weight |
| Chardan Capital | Initiates | Tenax Therapeutics (TENX) | $12.16 | $27.00 | Buy |
| UBS Group | Lowers Target | T-Mobile US (TMUS) | $181.35 | $300.00 ➝ $255.00 | Buy ➝ Buy |
| DA Davidson | Lowers Target | Tractor Supply (TSCO) | $29.65 | $50.00 ➝ $40.00 | Buy ➝ Buy |
| The Goldman Sachs Group | Lowers Target | Tractor Supply (TSCO) | $29.65 | $45.00 ➝ $43.00 | Buy ➝ Buy |
| Jefferies Financial Group | Raises Target | Tesla (TSLA) | $407.80 | $350.00 ➝ $375.00 | Hold ➝ Hold |
| Wedbush | Raises Target | Travere Therapeutics (TVTX) | $55.55 | $55.00 ➝ $61.00 | Outperform ➝ Outperform |
| Bank of America | Raises Target | United Airlines (UAL) | $119.06 | $140.00 ➝ $145.00 | Buy ➝ Buy |
| TD Cowen | Lowers Target | Universal Health Services (UHS) | $142.49 | $230.00 ➝ $197.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Upgrades | Visteon (VC) | $121.39 | $108.00 ➝ $165.00 | Neutral ➝ Overweight |
| Needham & Company LLC | Raises Target | Vicor (VICR) | $361.63 | $400.00 | Buy ➝ Buy |
| Craig Hallum | Raises Target | Vicor (VICR) | $361.63 | $450.00 | Buy ➝ Buy |
| Fox Advisors | Downgrades | Western Digital (WDC) | $729.26 | | Overweight ➝ Equal Weight |
| Bank of America | Lowers Target | Whirlpool (WHR) | $38.23 | $43.00 ➝ $36.00 | Underperform ➝ Underperform |
| Jefferies Financial Group | Reiterates | Wise (WISE) | GBX 826.26 | GBX 1,299 ➝ GBX 1,299 | Buy |
| Berenberg Bank | Reiterates | Whitbread (WTB) | GBX 2,462 | GBX 2,280 ➝ GBX 2,280 | Hold |
| BWS Financial | Reiterates | Xperi (XPER) | $7.79 | $12.00 | Buy ➝ Buy |
| Royal Bank Of Canada | Lowers Target | XPS Pensions Group (XPS) | GBX 306 | GBX 465 ➝ GBX 430 | Outperform |
| Barclays | Raises Target | Zebra Technologies (ZBRA) | $244.15 | $345.00 ➝ $346.00 | Overweight ➝ Overweight |
