| Morgan Stanley | Upgrades | Acadian Asset Management (AAMI) | $89.82 | $97.00 ➝ $110.00 | Equal Weight ➝ Overweight |
| BTIG Research | Lowers Target | American Bitcoin (ABTC) | $5.04 | $15.00 ➝ $12.00 | Buy ➝ Buy |
| Cantor Fitzgerald | Raises Target | ADMA Biologics (ADMA) | $13.09 | $12.00 ➝ $13.00 | Neutral ➝ Neutral |
| Wells Fargo & Company | Raises Target | American Financial Group (AFG) | $158.71 | $166.00 ➝ $180.00 | Overweight ➝ Overweight |
| Wells Fargo & Company | Raises Target | American International Group (AIG) | $82.63 | $83.00 ➝ $85.00 | Equal Weight ➝ Equal Weight |
| Keefe, Bruyette & Woods | Raises Target | Assurant (AIZ) | $310.63 | $325.00 ➝ $345.00 | Outperform ➝ Outperform |
| BMO Capital Markets | Initiates | Astera Labs (ALAB) | $179.20 | $375.00 | Outperform |
| Deutsche Bank Aktiengesellschaft | Downgrades | Amcor (AMCR) | $45.70 | | Buy ➝ Hold |
| Truist Financial | Raises Target | Amcor (AMCR) | $45.70 | $51.00 ➝ $53.00 | Buy ➝ Buy |
| KeyCorp | Raises Target | Amplitude (AMPL) | $17.26 | $14.00 ➝ $22.00 | Overweight ➝ Overweight |
| Needham & Company LLC | Raises Target | Amplitude (AMPL) | $17.26 | $18.00 ➝ $21.00 | Buy ➝ Buy |
| BTIG Research | Raises Target | Amplitude (AMPL) | $17.26 | $17.00 ➝ $19.00 | Buy ➝ Buy |
| Piper Sandler | Raises Target | Amplitude (AMPL) | $17.26 | $18.00 ➝ $22.00 | Overweight ➝ Overweight |
| Argus | Reiterates | American Tower (AMT) | $196.34 | $210.00 | Buy ➝ Buy |
| Wells Fargo & Company | Lowers Target | Angel Oak Mortgage REIT (AOMR) | $6.29 | $10.00 ➝ $8.00 | Overweight ➝ Overweight |
| Stephens | Raises Target | APA (APA) | $45.71 | $49.00 ➝ $51.00 | Equal Weight ➝ Equal Weight |
| Needham & Company LLC | Reiterates | AppLovin (APP) | $352.97 | $475.00 | Buy ➝ Buy |
| BTIG Research | Raises Target | AppLovin (APP) | $352.97 | $396.00 ➝ $450.00 | Buy ➝ Buy |
| Berenberg Bank | Reiterates | ASOS (ASC) | GBX 413.50 | GBX 750 | Buy |
| Shore Capital Group | Reiterates | ASOS (ASC) | GBX 413.50 | GBX 520 | Buy |
| Citigroup | Initiates | ATI (ATI) | $166.37 | $229.00 | Buy |
| Jefferies Financial Group | Reiterates | Auto Trader Group (AUTO) | GBX 564.80 | GBX 640 | Buy |
| Truist Financial | Raises Target | Avient (AVNT) | $46.64 | $50.00 ➝ $56.00 | Buy ➝ Buy |
| Truist Financial | Raises Target | Avnet (AVT) | $80.40 | $110.00 ➝ $125.00 | Buy ➝ Buy |
| Huntington | Downgrades | American Water Works (AWK) | $153.34 | | Outperform ➝ Market Perform |
| BMO Capital Markets | Downgrades | Boise Cascade (BCC) | $76.50 | $100.00 ➝ $88.00 | Outperform ➝ Market Perform |
| Wedbush | Lowers Target | BioCryst Pharmaceuticals (BCRX) | $7.52 | $18.00 ➝ $17.00 | Outperform ➝ Outperform |
| Desjardins | Upgrades | Brookfield Renewable Partners (BEP) | $30.07 | | Hold ➝ Buy |
| BTIG Research | Reiterates | Billiontoone (BLLN) | $108.41 | $130.00 | Buy ➝ Buy |
| Stephens | Lowers Target | Dutch Bros (BROS) | $36.25 | $65.00 ➝ $47.00 | Overweight ➝ Overweight |
| TD Cowen | Lowers Target | Dutch Bros (BROS) | $36.25 | $55.00 ➝ $50.00 | Buy ➝ Buy |
| KeyCorp | Lowers Target | Dutch Bros (BROS) | $36.25 | $59.00 ➝ $52.00 | Overweight ➝ Overweight |
| Berenberg Bank | Reiterates | BT Group (BT.A) | GBX 233.20 | GBX 300 | Buy |
| Berenberg Bank | Reiterates | BlackRock Long-Term Municipal Advantage Trust’s (BTA) | | GBX 300 | Buy |
| Berenberg Bank | Raises Target | Burford Capital (BUR) | GBX 301.80 | GBX 450 ➝ GBX 490 | Buy |
| BTIG Research | Reiterates | Caris Life Sciences (CAI) | $26.32 | $38.00 | Buy ➝ Buy |
| TD Cowen | Lowers Target | CAVA Group (CAVA) | $55.13 | $78.00 ➝ $76.00 | Buy ➝ Buy |
| KeyCorp | Lowers Target | CAVA Group (CAVA) | $55.13 | $80.00 ➝ $75.00 | Overweight ➝ Overweight |
| Keefe, Bruyette & Woods | Raises Target | Corpay (CPAY) | $461.87 | $470.00 ➝ $525.00 | Outperform ➝ Outperform |
| Keefe, Bruyette & Woods | Lowers Target | Circle Internet Group (CRCL) | $65.72 | $105.00 ➝ $90.00 | Market Perform ➝ Market Perform |
| Compass Point | Upgrades | Circle Internet Group (CRCL) | $65.72 | $99.00 | Neutral ➝ Buy |
| HC Wainwright | Lowers Target | Circle Internet Group (CRCL) | $65.72 | $104.00 ➝ $100.00 | Buy ➝ Buy |
| Needham & Company LLC | Lowers Target | Circle Internet Group (CRCL) | $65.72 | $134.00 ➝ $103.00 | Buy ➝ Buy |
| Susquehanna | Lowers Target | Circle Internet Group (CRCL) | $65.72 | $92.00 ➝ $86.00 | Neutral ➝ Neutral |
| Jefferies Financial Group | Reiterates | Croda International (CRDA) | GBX 3,738 | GBX 4,000 | Buy |
| Wedbush | Lowers Target | Criteo (CRTO) | $15.66 | $25.00 ➝ $21.00 | Outperform ➝ Outperform |
| Morgan Stanley | Downgrades | Cisco Systems (CSCO) | $96.53 | $135.00 ➝ $120.00 | Overweight ➝ Equal Weight |
| Cantor Fitzgerald | Lowers Target | Datadog (DDOG) | $174.17 | $327.00 ➝ $260.00 | Overweight ➝ Overweight |
| Wedbush | Lowers Target | Datadog (DDOG) | $174.17 | $275.00 ➝ $240.00 | Outperform ➝ Outperform |
| Argus | Lowers Target | Deckers Outdoor (DECK) | $88.01 | $128.00 ➝ $102.00 | Buy ➝ Buy |
| Jefferies Financial Group | Reiterates | Diageo (DGE) | GBX 1,875.50 | GBX 2,200 | Buy |
| Jefferies Financial Group | Reiterates | Derwent London (DLN) | GBX 1,953 | GBX 1,655 | Hold |
| Loop Capital | Downgrades | Dollar Tree (DLTR) | $142.05 | $140.00 | Buy ➝ Hold |
| Truist Financial | Raises Target | Duolingo (DUOL) | $159.66 | $120.00 ➝ $170.00 | Hold ➝ Hold |
| Argus | Raises Target | eBay (EBAY) | $123.61 | $133.00 ➝ $138.00 | Buy ➝ Buy |
| Citizens Jmp | Raises Target | Encore Capital Group (ECPG) | $113.72 | $115.00 ➝ $140.00 | Market Outperform ➝ Market Outperform |
| Truist Financial | Raises Target | Encore Capital Group (ECPG) | $113.72 | $112.00 ➝ $122.00 | Buy ➝ Buy |
| KeyCorp | Raises Target | Emerson Electric (EMR) | $160.70 | $170.00 ➝ $200.00 | Overweight ➝ Overweight |
| BTIG Research | Raises Target | Evolus (EOLS) | $6.99 | $13.00 ➝ $15.00 | Buy ➝ Buy |
| BTIG Research | Raises Target | Edwards Lifesciences (EW) | $101.02 | $110.00 ➝ $115.00 | Buy ➝ Buy |
| Robert W. Baird | Upgrades | Edwards Lifesciences (EW) | $101.02 | $116.00 | Neutral ➝ Outperform |
| Wedbush | Lowers Target | Edgewise Therapeutics (EWTX) | $37.39 | $53.00 ➝ $51.00 | Outperform ➝ Outperform |
| BTIG Research | Reiterates | Expedia Group (EXPE) | $279.38 | $400.00 | Buy ➝ Buy |
| Cantor Fitzgerald | Raises Target | Expedia Group (EXPE) | $279.38 | $310.00 ➝ $320.00 | Neutral ➝ Neutral |
| Shore Capital Group | Upgrades | Frontier Developments (FDEV) | GBX 516 | GBX 650 | Buy |
| Needham & Company LLC | Lowers Target | Fair Isaac (FICO) | $709.36 | $1,100.00 ➝ $925.00 | Buy ➝ Buy |
| Susquehanna | Lowers Target | Fidelity National Information Services (FIS) | $29.77 | $37.00 ➝ $32.00 | Neutral ➝ Neutral |
| Bank of America | Downgrades | Fidelity National Information Services (FIS) | $29.77 | $42.00 ➝ $33.00 | Buy ➝ Neutral |
| Royal Bank Of Canada | Downgrades | Fidelity National Information Services (FIS) | $29.77 | $37.00 | Outperform ➝ Sector Perform |
| Keefe, Bruyette & Woods | Lowers Target | Fidelity National Information Services (FIS) | $29.77 | $50.00 ➝ $42.00 | Outperform ➝ Outperform |
| Susquehanna | Raises Target | Flutter Entertainment (FLUT) | $83.79 | $100.00 ➝ $101.00 | Positive ➝ Positive |
| Citizens Jmp | Lowers Target | Flutter Entertainment (FLUT) | $83.79 | $129.00 ➝ $116.00 | Market Outperform ➝ Market Outperform |
| Wells Fargo & Company | Lowers Target | Flutter Entertainment (FLUT) | $83.79 | $112.00 ➝ $86.00 | Equal Weight ➝ Equal Weight |
| Truist Financial | Lowers Target | First Industrial Realty Trust (FR) | $54.95 | $73.00 ➝ $62.00 | Buy ➝ Buy |
| Wells Fargo & Company | Raises Target | Freshpet (FRPT) | $67.09 | $77.00 ➝ $84.00 | Overweight ➝ Overweight |
| William Blair | Upgrades | First Solar (FSLR) | $186.52 | | Market Perform ➝ Outperform |
| Susquehanna | Raises Target | GATX (GATX) | $187.29 | $218.00 ➝ $220.00 | Positive ➝ Positive |
| Susquehanna | Lowers Target | Greenbrier Companies (GBX) | $43.41 | $52.00 ➝ $45.00 | Neutral ➝ Neutral |
| Truist Financial | Reiterates | Greif (GEF) | $76.17 | $94.00 ➝ $88.00 | Hold ➝ Hold |
| Wedbush | Lowers Target | GlobalFoundries (GFS) | $35.99 | $72.00 ➝ $45.00 | Neutral ➝ Neutral |
| Susquehanna | Lowers Target | GlobalFoundries (GFS) | $35.99 | $125.00 ➝ $110.00 | Positive ➝ Positive |
| Fox Advisors | Upgrades | Corning (GLW) | $102.16 | | Equal Weight ➝ Overweight |
| Piper Sandler | Upgrades | ZoomInfo Technologies (GTM) | $3.90 | $3.00 ➝ $4.00 | Underweight ➝ Neutral |
| Needham & Company LLC | Lowers Target | ZoomInfo Technologies (GTM) | $3.90 | $15.00 ➝ $8.00 | Buy ➝ Buy |
| Stephens | Raises Target | W.W. Grainger (GWW) | $1,481.26 | $1,355.00 ➝ $1,380.00 | Equal Weight ➝ Equal Weight |
| Argus | Lowers Target | Huntington Bancshares (HBAN) | $15.74 | $20.00 ➝ $18.00 | Buy ➝ Buy |
| Truist Financial | Raises Target | HCI Group (HCI) | $201.22 | $235.00 ➝ $245.00 | Buy ➝ Buy |
| Citizens Jmp | Raises Target | HCI Group (HCI) | $201.22 | $265.00 ➝ $280.00 | Market Outperform ➝ Market Outperform |
| Jefferies Financial Group | Reiterates | Hikma Pharmaceuticals (HIK) | GBX 1,715 | GBX 2,025 | Buy |
| Berenberg Bank | Raises Target | Helios Towers (HTWS) | GBX 223.40 | GBX 295 ➝ GBX 310 | Buy |
| Jefferies Financial Group | Reiterates | Helios Towers (HTWS) | GBX 223.40 | GBX 315 | Buy |
| Cantor Fitzgerald | Downgrades | HubSpot (HUBS) | $217.11 | $265.00 ➝ $170.00 | Neutral ➝ Underweight |
| KeyCorp | Downgrades | HubSpot (HUBS) | $217.11 | | Overweight ➝ Sector Weight |
| Morgan Stanley | Downgrades | HubSpot (HUBS) | $217.11 | $229.00 | Overweight ➝ Equal Weight |
| BTIG Research | Downgrades | HubSpot (HUBS) | $217.11 | | Buy ➝ Neutral |
| Piper Sandler | Lowers Target | HubSpot (HUBS) | $217.11 | $220.00 ➝ $200.00 | Neutral ➝ Neutral |
| Truist Financial | Lowers Target | HubSpot (HUBS) | $217.11 | $275.00 ➝ $230.00 | Buy ➝ Buy |
| Needham & Company LLC | Lowers Target | Hut 8 (HUT) | $42.86 | $138.00 ➝ $101.00 | Buy ➝ Buy |
| Cantor Fitzgerald | Lowers Target | Hut 8 (HUT) | $42.86 | $151.00 ➝ $127.00 | Overweight ➝ Overweight |
| Berenberg Bank | Reiterates | Howden Joinery Group (HWDN) | GBX 856.50 | GBX 1,075 | Buy |
| Jefferies Financial Group | Reiterates | Howden Joinery Group (HWDN) | GBX 856.50 | GBX 847 | Hold |
| HC Wainwright | Lowers Target | Inventiva (IVA) | $3.73 | $14.00 | Buy ➝ Buy |
| Deutsche Bank Aktiengesellschaft | Upgrades | JetBlue Airways (JBLU) | $3.40 | $3.00 ➝ $5.50 | Hold ➝ Buy |
| Canaccord Genuity Group | Upgrades | Joby Aviation (JOBY) | $4.94 | $11.50 ➝ $7.00 | Hold ➝ Buy |
| Needham & Company LLC | Lowers Target | Joby Aviation (JOBY) | $4.94 | $15.00 ➝ $10.00 | Buy ➝ Buy |
| Susquehanna | Raises Target | Kyndryl (KD) | $16.57 | $13.00 ➝ $16.00 | Neutral ➝ Neutral |
| Wells Fargo & Company | Raises Target | Kraft Heinz (KHC) | $25.55 | $23.00 ➝ $24.00 | Equal Weight ➝ Equal Weight |
| Stephens | Raises Target | Knife River (KNF) | $58.15 | $65.00 ➝ $70.00 | Overweight ➝ Overweight |
| HSBC | Upgrades | Labcorp (LH) | $366.22 | $410.00 | Hold ➝ Buy |
| Robert W. Baird | Raises Target | LivaNova (LIVN) | $92.82 | $95.00 ➝ $111.00 | Outperform ➝ Outperform |
| Citizens Jmp | Lowers Target | LeMaitre Vascular (LMAT) | $83.15 | $127.00 ➝ $110.00 | Market Outperform ➝ Market Outperform |
| Truist Financial | Lowers Target | Grand Canyon Education (LOPE) | $132.40 | $200.00 ➝ $180.00 | Buy ➝ Buy |
| Guggenheim | Raises Target | Lyntris (LYNX) | $10.83 | $20.00 ➝ $25.00 | Buy ➝ Buy |
| Robert W. Baird | Upgrades | Lyntris (LYNX) | $10.83 | $18.00 | Neutral ➝ Outperform |
| Bank of America | Downgrades | LegalZoom.com (LZ) | $5.96 | | Buy ➝ Underperform |
| Truist Financial | Raises Target | Mastercard (MA) | $666.18 | $674.00 ➝ $735.00 | Buy ➝ Buy |
| Argus | Raises Target | Masco (MAS) | $85.37 | $92.00 ➝ $95.00 | Buy ➝ Buy |
| Stephens | Raises Target | Matson (MATX) | $221.32 | $270.00 ➝ $300.00 | Overweight ➝ Overweight |
| Wells Fargo & Company | Raises Target | McDonald's (MCD) | $279.22 | $270.00 ➝ $300.00 | Overweight ➝ Overweight |
| KeyCorp | Raises Target | McDonald's (MCD) | $279.22 | $280.00 ➝ $307.00 | Overweight ➝ Overweight |
| BTIG Research | Reiterates | Medline (MDLN) | $40.20 | $55.00 | Buy ➝ Buy |
| BTIG Research | Lowers Target | MercadoLibre (MELI) | $1,489.21 | $2,150.00 ➝ $2,050.00 | Buy ➝ Buy |
| Cantor Fitzgerald | Lowers Target | MercadoLibre (MELI) | $1,489.21 | $2,200.00 ➝ $2,000.00 | Overweight ➝ Overweight |
| Argus | Lowers Target | MGM Resorts International (MGM) | $31.91 | $55.00 ➝ $40.00 | Buy ➝ Buy |
| Jefferies Financial Group | Reiterates | Marks and Spencer Group (MKS) | GBX 450.10 | GBX 500 | Buy |
| Susquehanna | Downgrades | Melco Resorts & Entertainment (MLCO) | $4.58 | $5.00 ➝ $4.00 | Positive ➝ Neutral |
| Citizens Jmp | Downgrades | MNTN (MNTN) | $4.77 | | Market Outperform ➝ Market Perform |
| Evercore | Downgrades | MNTN (MNTN) | $4.77 | $7.00 | Outperform ➝ In-Line |
| Susquehanna | Lowers Target | MNTN (MNTN) | $4.77 | $20.00 ➝ $12.00 | Positive ➝ Positive |
| Cantor Fitzgerald | Lowers Target | Modine Manufacturing (MOD) | $88.65 | $275.00 ➝ $178.00 | Overweight ➝ Overweight |
| Susquehanna | Raises Target | Madison Square Garden Entertainment (MSGE) | $75.63 | $92.00 ➝ $93.00 | Positive ➝ Positive |
| Truist Financial | Raises Target | Motorola Solutions (MSI) | $544.46 | $550.00 ➝ $555.00 | Buy ➝ Buy |
| Truist Financial | Raises Target | Matador Resources (MTDR) | $52.74 | $65.00 ➝ $66.00 | Buy ➝ Buy |
| KeyCorp | Lowers Target | Materion (MTRN) | $175.76 | $306.00 ➝ $232.00 | Overweight ➝ Overweight |
| Citizens Jmp | Lowers Target | NiCE (NICE) | $99.60 | $170.00 ➝ $158.00 | Market Outperform ➝ Market Outperform |
| Truist Financial | Downgrades | NIKE (NKE) | $39.91 | $29.00 | Hold ➝ Sell |
| BTIG Research | Reiterates | Nomad Foods (NOMD) | $12.37 | $15.00 | Buy ➝ Buy |
| Alliance Global Partners | Initiates | New Era Energy & Digital (NUAI) | $1.63 | $6.00 | Buy |
| Jefferies Financial Group | Reiterates | NEXT (NXT) | £159.35 | £158 | Hold |
| Cantor Fitzgerald | Raises Target | Nextpower (NXT) | $93.51 | $55.00 ➝ $125.00 | Overweight ➝ Overweight |
| Cantor Fitzgerald | Lowers Target | Realty Income (O) | $59.89 | $68.00 ➝ $63.00 | Neutral ➝ Neutral |
| Truist Financial | Raises Target | Owens Corning (OC) | $122.04 | $115.00 ➝ $120.00 | Hold ➝ Hold |
| Truist Financial | Raises Target | Ovintiv (OVV) | $63.47 | $77.00 ➝ $90.00 | Buy ➝ Buy |
| Wells Fargo & Company | Lowers Target | Ovintiv (OVV) | $63.47 | $82.00 ➝ $81.00 | Overweight ➝ Overweight |
| Stephens | Raises Target | PACS Group (PACS) | $50.85 | $60.00 ➝ $64.00 | Overweight ➝ Overweight |
| Truist Financial | Reiterates | PACS Group (PACS) | $50.85 | $62.00 ➝ $65.00 | Buy ➝ Buy |
| UBS Group | Downgrades | PagSeguro Digital (PAGS) | $7.54 | $13.00 ➝ $8.00 | Buy ➝ Neutral |
| BTIG Research | Downgrades | Paycom Software (PAYC) | $264.38 | | Buy ➝ Neutral |
| KeyCorp | Raises Target | Paycom Software (PAYC) | $264.38 | $295.00 ➝ $297.00 | Overweight ➝ Overweight |
| Citizens Jmp | Raises Target | Procore Technologies (PCOR) | $78.61 | $77.00 ➝ $91.00 | Market Outperform ➝ Market Outperform |
| BTIG Research | Raises Target | Procore Technologies (PCOR) | $78.61 | $66.00 ➝ $90.00 | Buy ➝ Buy |
| Piper Sandler | Raises Target | Procore Technologies (PCOR) | $78.61 | $68.00 ➝ $90.00 | Overweight ➝ Overweight |
| Loop Capital | Upgrades | Procore Technologies (PCOR) | $78.61 | $93.00 | Hold ➝ Buy |
| Cantor Fitzgerald | Raises Target | Procore Technologies (PCOR) | $78.61 | $70.00 ➝ $90.00 | Overweight ➝ Overweight |
| Cantor Fitzgerald | Lowers Target | PureCycle Technologies (PCT) | $1.77 | $12.00 ➝ $8.00 | Overweight ➝ Overweight |
| Guggenheim | Raises Target | Pfizer (PFE) | $31.01 | $31.00 ➝ $33.00 | Buy ➝ Buy |
| Citizens Jmp | Raises Target | Precigen (PGEN) | $4.06 | $11.00 ➝ $12.00 | Market Outperform ➝ Market Outperform |
| Citizens Jmp | Raises Target | Progyny (PGNY) | $34.26 | $33.00 ➝ $38.00 | Market Outperform ➝ Market Outperform |
| Cantor Fitzgerald | Raises Target | Progyny (PGNY) | $34.26 | $31.00 ➝ $35.00 | Overweight ➝ Overweight |
| Wells Fargo & Company | Raises Target | Insulet (PODD) | $159.10 | $144.00 ➝ $172.00 | Equal Weight ➝ Equal Weight |
| Needham & Company LLC | Lowers Target | Power Integrations (POWI) | $40.59 | $80.00 ➝ $65.00 | Buy ➝ Buy |
| Susquehanna | Lowers Target | Power Integrations (POWI) | $40.59 | $70.00 ➝ $55.00 | Positive ➝ Positive |
| Berenberg Bank | Reiterates | Prudential (PRU) | GBX 951.20 | GBX 1,500 | Buy |
| Jefferies Financial Group | Reiterates | Pershing Square (PSH) | GBX 3,876 | | Buy |
| Needham & Company LLC | Raises Target | Pattern Group (PTRN) | $17.47 | $29.00 ➝ $32.00 | Buy ➝ Buy |
| Stephens | Reiterates | Papa John's International (PZZA) | $19.78 | $19.00 | Equal Weight ➝ Equal Weight |
| Susquehanna | Lowers Target | Qualcomm (QCOM) | $148.99 | $185.00 ➝ $165.00 | Neutral ➝ Neutral |
| Truist Financial | Reiterates | Ralliant (RAL) | $62.37 | $82.00 ➝ $88.00 | Buy ➝ Buy |
| Truist Financial | Lowers Target | Arcus Biosciences (RCUS) | $17.99 | $41.00 ➝ $40.00 | Buy ➝ Buy |
| Wedbush | Lowers Target | Arcus Biosciences (RCUS) | $17.99 | $49.00 ➝ $45.00 | Outperform ➝ Outperform |
| Needham & Company LLC | Raises Target | Red Violet (RDVT) | $69.94 | $90.00 ➝ $100.00 | Buy ➝ Buy |
| Wells Fargo & Company | Raises Target | Root (ROOT) | $49.36 | $47.00 ➝ $53.00 | Equal Weight ➝ Equal Weight |
| Wells Fargo & Company | Lowers Target | Red Rock Resorts (RRR) | $47.81 | $78.00 ➝ $65.00 | Overweight ➝ Overweight |
| Guggenheim | Raises Target | Revolution Medicines (RVMD) | $183.34 | $275.00 ➝ $298.00 | Buy ➝ Buy |
| Susquehanna | Lowers Target | SolarEdge Technologies (SEDG) | $25.40 | $32.00 ➝ $31.00 | Neutral ➝ Neutral |
| Needham & Company LLC | Raises Target | Sezzle (SEZL) | $158.24 | $172.00 ➝ $220.00 | Buy ➝ Buy |
| Northcoast Research | Downgrades | Sprouts Farmers Market (SFM) | $52.40 | | Buy ➝ Neutral |
| Cantor Fitzgerald | Raises Target | Shoals Technologies Group (SHLS) | $8.02 | $11.00 ➝ $12.00 | Overweight ➝ Overweight |
| Argus | Reiterates | Shopify (SHOP) | $137.99 | $180.00 | Buy ➝ Buy |
| Needham & Company LLC | Lowers Target | SiTime (SITM) | $339.76 | $900.00 ➝ $600.00 | Buy ➝ Buy |
| National Bank Financial | Downgrades | Sun Life Financial (SLF) | $75.62 | | Outperform ➝ Sector Perform |
| Wells Fargo & Company | Lowers Target | SM Energy (SM) | $32.10 | $47.00 ➝ $46.00 | Overweight ➝ Overweight |
| Jefferies Financial Group | Lowers Target | Smith & Nephew (SN) | GBX 1,190 | GBX 1,500 ➝ GBX 1,400 | Buy |
| Cantor Fitzgerald | Lowers Target | Snap (SNAP) | $5.00 | $6.00 ➝ $5.00 | Neutral ➝ Neutral |
| China Renaissance | Initiates | SpaceX (SPCX) | $121.16 | $194.20 | Buy |
| Barclays | Downgrades | Skyworks Solutions (SWKS) | $79.97 | $70.00 ➝ $79.00 | Overweight ➝ Equal Weight |
| Needham & Company LLC | Lowers Target | Taboola.com (TBLA) | $2.42 | $5.50 ➝ $4.00 | Buy ➝ Buy |
| Rosenblatt Securities | Downgrades | Taboola.com (TBLA) | $2.42 | $2.80 | Buy ➝ Neutral |
| Wells Fargo & Company | Raises Target | Teladoc Health (TDOC) | $9.36 | $6.00 ➝ $8.00 | Equal Weight ➝ Equal Weight |
| Wells Fargo & Company | Lowers Target | ThredUp (TDUP) | $1.52 | $8.00 ➝ $3.00 | Overweight ➝ Overweight |
| Northland Securities | Downgrades | ThredUp (TDUP) | $1.52 | $2.00 | Outperform ➝ Market Perform |
| Susquehanna | Lowers Target | TKO Group (TKO) | $193.02 | $224.00 ➝ $223.00 | Positive ➝ Positive |
| Freedom Broker | Upgrades | Tennant (TNC) | $71.96 | $77.00 ➝ $85.00 | Hold ➝ Buy |
| Bank of America | Upgrades | Trex (TREX) | $57.87 | $46.00 ➝ $65.00 | Underperform ➝ Buy |
| Wells Fargo & Company | Raises Target | Trinity Capital (TRIN) | $17.53 | $15.00 ➝ $16.00 | Underweight ➝ Underweight |
| Susquehanna | Raises Target | Trinity Industries (TRN) | $31.38 | $32.00 ➝ $34.00 | Neutral ➝ Neutral |
| Susquehanna | Lowers Target | Trivago N.V. ADS (TRVG) | $3.44 | $5.50 ➝ $4.00 | Neutral ➝ Neutral |
| Canaccord Genuity Group | Reiterates | Touchstone Exploration (TXP) | GBX 10.18 | GBX 35 | Speculative Buy |
| Needham & Company LLC | Lowers Target | Uber Technologies (UBER) | $67.96 | $109.00 ➝ $100.00 | Buy ➝ Buy |
| Cantor Fitzgerald | Reiterates | Uber Technologies (UBER) | $67.96 | $90.00 | Overweight ➝ Overweight |
| Wedbush | Reiterates | Uber Technologies (UBER) | $67.96 | $91.00 | Outperform ➝ Outperform |
| KeyCorp | Lowers Target | Uber Technologies (UBER) | $67.96 | $105.00 ➝ $95.00 | Overweight ➝ Overweight |
| Deutsche Bank Aktiengesellschaft | Upgrades | Frontier Group (ULCC) | $6.81 | $7.00 ➝ $10.00 | Hold ➝ Buy |
| Guggenheim | Lowers Target | Urogen Pharma (URGN) | $26.61 | $58.00 ➝ $56.00 | Buy ➝ Buy |
| Jefferies Financial Group | Reiterates | Unite Group (UTG) | GBX 500.50 | GBX 450 | Hold |
| Wells Fargo & Company | Lowers Target | Marriott Vacations Worldwide (VAC) | $111.52 | $100.00 ➝ $97.00 | Underweight ➝ Underweight |
| Leerink Partners | Downgrades | Veracyte (VCYT) | $24.06 | $55.00 ➝ $35.00 | Outperform ➝ Market Perform |
| Needham & Company LLC | Raises Target | Vertex (VERX) | $17.78 | $20.00 ➝ $30.00 | Buy ➝ Buy |
| Piper Sandler | Raises Target | Vertex (VERX) | $17.78 | $16.00 ➝ $20.00 | Neutral ➝ Neutral |
| Needham & Company LLC | Lowers Target | Viavi Solutions (VIAV) | $24.22 | $60.00 ➝ $53.00 | Buy ➝ Buy |
| Needham & Company LLC | Raises Target | Vir Biotechnology (VIR) | $11.16 | $18.00 ➝ $20.00 | Buy ➝ Buy |
| HC Wainwright | Raises Target | Viridian Therapeutics (VRDN) | $28.72 | $22.00 ➝ $40.00 | Buy ➝ Buy |
| Wedbush | Raises Target | Viridian Therapeutics (VRDN) | $28.72 | $41.00 ➝ $42.00 | Outperform ➝ Outperform |
| Wells Fargo & Company | Raises Target | Viridian Therapeutics (VRDN) | $28.72 | $31.00 ➝ $34.00 | Overweight ➝ Overweight |
| Susquehanna | Downgrades | Varonis Systems (VRNS) | $48.79 | $55.00 ➝ $49.75 | Positive ➝ Neutral |
| Needham & Company LLC | Lowers Target | Vishay Intertechnology (VSH) | $21.53 | $45.00 ➝ $38.00 | Buy ➝ Buy |
| Jefferies Financial Group | Reiterates | Vistry Group (VTY) | GBX 276.63 | GBX 272 | Hold |
| Needham & Company LLC | Raises Target | Wayfair (W) | $112.13 | $133.00 ➝ $145.00 | Buy ➝ Buy |
| Wells Fargo & Company | Raises Target | Wayfair (W) | $112.13 | $130.00 ➝ $140.00 | Overweight ➝ Overweight |
| Cantor Fitzgerald | Reiterates | Xencor (XNCR) | $34.41 | $70.00 | Overweight ➝ Overweight |
| Argus | Raises Target | Block (XYZ) | $82.53 | $103.00 ➝ $105.00 | Buy ➝ Buy |
| Needham & Company LLC | Reiterates | Zillow Group (Z) | $30.80 | | Hold ➝ Hold |
| Wells Fargo & Company | Raises Target | Zimmer Biomet (ZBH) | $109.62 | $103.00 ➝ $113.00 | Equal Weight ➝ Equal Weight |
| Citizens Jmp | Lowers Target | Zillow Group (ZG) | $31.32 | $46.00 ➝ $40.00 | Market Outperform ➝ Market Outperform |
| Cantor Fitzgerald | Lowers Target | Zillow Group (ZG) | $31.32 | $32.00 ➝ $26.00 | Neutral ➝ Neutral |
