| Morgan Stanley | Lowers Target | Asbury Automotive Group (ABG) | $172.07 | $230.00 ➝ $184.00 | Equal Weight ➝ Equal Weight |
| Stephens | Lowers Target | Atlas Energy Solutions (AESI) | $12.69 | $22.00 ➝ $20.00 | Overweight ➝ Overweight |
| Chardan Capital | Reiterates | Agenus (AGEN) | $8.73 | $40.00 | Buy ➝ Buy |
| Stifel Nicolaus | Raises Target | Ambiq Micro (AMBQ) | $66.10 | $75.00 ➝ $85.00 | Buy ➝ Buy |
| Stifel Nicolaus | Raises Target | Advanced Micro Devices (AMD) | $631.75 | $635.00 ➝ $700.00 | Buy ➝ Buy |
| Robert W. Baird | Raises Target | AMETEK (AME) | $252.53 | $275.00 ➝ $280.00 | Neutral ➝ Neutral |
| Truist Financial | Lowers Target | Amrize (AMRZ) | $37.21 | $48.00 ➝ $35.00 | Hold ➝ Hold |
| TD Cowen | Reiterates | Amazon.com (AMZN) | $251.40 | $350.00 | Buy ➝ Buy |
| Stifel Nicolaus | Lowers Target | Alpha and Omega Semiconductor (AOSL) | $29.00 | $38.00 ➝ $34.00 | Hold ➝ Hold |
| Barclays | Raises Target | Associated Banc (ASB) | $29.05 | $34.00 ➝ $35.00 | Overweight ➝ Overweight |
| Hovde Group | Initiates | Avidia Bancorp (AVBC) | $21.98 | $26.00 | Outperform |
| Needham & Company LLC | Reiterates | Axos Financial (AX) | $88.63 | $128.00 | Buy ➝ Buy |
| UBS Group | Lowers Target | Axalta Coating Systems (AXTA) | $32.73 | $39.00 ➝ $36.00 | Neutral ➝ Neutral |
| Bank of America | Lowers Target | Brookfield Asset Management (BAM) | $44.82 | $61.00 ➝ $60.00 | Neutral |
| Barclays | Raises Target | Banc of California (BANC) | $17.56 | $22.00 ➝ $23.00 | Overweight ➝ Overweight |
| Citigroup | Lowers Target | Baxter International (BAX) | $24.25 | $28.00 ➝ $27.00 | Neutral ➝ Neutral |
| Cantor Fitzgerald | Reiterates | BETA Technologies (BETA) | $20.57 | $31.00 | Overweight ➝ Overweight |
| BMO Capital Markets | Lowers Target | Bright Horizons Family Solutions (BFAM) | $64.37 | $93.00 ➝ $83.00 | Outperform ➝ Outperform |
| Leerink Partners | Downgrades | Bristol Myers Squibb (BMY) | $58.73 | $73.00 ➝ $59.00 | Outperform ➝ Market Perform |
| Citigroup | Lowers Target | Bank of New York Mellon (BNY) | $143.82 | $172.00 ➝ $160.00 | Neutral ➝ Neutral |
| Citizens Jmp | Reiterates | Braze (BRZE) | $26.61 | $35.00 | Market Outperform ➝ Market Outperform |
| Citigroup | Lowers Target | Boston Scientific (BSX) | $42.40 | $50.00 ➝ $48.00 | Neutral ➝ Neutral |
| Wells Fargo & Company | Lowers Target | Anheuser-Busch InBev SA/NV (BUD) | $74.73 | $97.00 ➝ $88.00 | Overweight ➝ Overweight |
| Oppenheimer | Initiates | CAMP4 Therapeutics (CAMP) | $4.01 | $15.00 | Outperform |
| Wells Fargo & Company | Raises Target | Maplebear (CART) | $45.67 | $54.00 ➝ $56.00 | Equal Weight ➝ Equal Weight |
| TD Cowen | Upgrades | Cboe Global Markets (CBOE) | $277.47 | $315.00 ➝ $334.00 | Hold ➝ Buy |
| Piper Sandler | Lowers Target | Commerce Bancshares (CBSH) | $55.14 | $66.00 ➝ $63.00 | Neutral ➝ Neutral |
| UBS Group | Lowers Target | Cabot (CBT) | $77.39 | $92.00 ➝ $86.00 | Neutral ➝ Neutral |
| Wells Fargo & Company | Lowers Target | Coca-Cola Europacific Partners (CCEP) | $101.47 | $120.00 ➝ $115.00 | Overweight ➝ Overweight |
| UBS Group | Lowers Target | Crown (CCK) | $106.71 | $123.00 ➝ $116.00 | Neutral ➝ Neutral |
| National Bank Financial | Set Price Target | Cameco (CCO) | C$124.81 | C$185.00 | Outperform |
| RBC Dominion Securities | Set Price Target | CF Industries (CF) | $116.00 | $115.00 | Sector Perform |
| Barclays | Raises Target | Cullen/Frost Bankers (CFR) | $154.03 | $160.00 ➝ $175.00 | Equal Weight ➝ Equal Weight |
| TD Cowen | Lowers Target | Cullen/Frost Bankers (CFR) | $154.03 | $185.00 ➝ $178.00 | Buy ➝ Buy |
| Wells Fargo & Company | Lowers Target | Church & Dwight (CHD) | $95.59 | $110.00 ➝ $105.00 | Overweight ➝ Overweight |
| JPMorgan Chase & Co. | Lowers Target | C.H. Robinson Worldwide (CHRW) | $140.61 | $225.00 ➝ $198.00 | Overweight ➝ Overweight |
| Wells Fargo & Company | Lowers Target | Colgate-Palmolive (CL) | $86.21 | $95.00 ➝ $90.00 | Equal Weight ➝ Equal Weight |
| Wells Fargo & Company | Lowers Target | Clorox (CLX) | $82.03 | $90.00 ➝ $85.00 | Equal Weight ➝ Equal Weight |
| Truist Financial | Raises Target | CNH Industrial (CNH) | $13.29 | $15.00 ➝ $17.00 | Buy ➝ Buy |
| Wells Fargo & Company | Lowers Target | Vita Coco (COCO) | $55.32 | $85.00 ➝ $65.00 | Overweight ➝ Overweight |
| TD Cowen | Lowers Target | Columbia Banking System (COLB) | $28.84 | $34.00 ➝ $32.00 | Hold ➝ Hold |
| Barclays | Raises Target | Columbia Banking System (COLB) | $28.84 | $30.00 ➝ $32.00 | Equal Weight ➝ Equal Weight |
| Stifel Nicolaus | Lowers Target | Credo Technology Group (CRDO) | $212.48 | $350.00 ➝ $310.00 | Buy ➝ Buy |
| Truist Financial | Lowers Target | CRH (CRH) | $82.65 | $130.00 ➝ $105.00 | Buy ➝ Buy |
| HC Wainwright | Reiterates | CervoMed (CRVO) | $3.31 | | Buy ➝ Buy |
| JPMorgan Chase & Co. | Lowers Target | CSX (CSX) | $47.43 | $58.00 ➝ $57.00 | Overweight ➝ Overweight |
| BMO Capital Markets | Lowers Target | CareTrust REIT (CTRE) | $36.30 | $47.00 ➝ $45.00 | Outperform ➝ Outperform |
| Royal Bank Of Canada | Reiterates | CareTrust REIT (CTRE) | $36.30 | $43.00 | Sector Perform ➝ Sector Perform |
| TD Cowen | Lowers Target | Customers Bancorp (CUBI) | $75.17 | $94.00 ➝ $91.00 | Buy ➝ Buy |
| TD Cowen | Lowers Target | Covenant Logistics Group (CVLG) | $33.19 | $43.00 ➝ $42.00 | Buy ➝ Buy |
| Scotiabank | Raises Target | CommVault Systems (CVLT) | $153.73 | $130.00 ➝ $160.00 | Sector Perform ➝ Sector Perform |
| BMO Capital Markets | Lowers Target | Adtalem Global Education (CVSA) | $125.20 | $148.00 ➝ $145.00 | Outperform ➝ Outperform |
| UBS Group | Lowers Target | DuPont de Nemours (DD) | $130.87 | $178.00 ➝ $172.00 | Buy ➝ Buy |
| Bank of America | Upgrades | DraftKings (DKNG) | $19.60 | $27.00 | Neutral ➝ Buy |
| Royal Bank Of Canada | Lowers Target | Domino's Pizza (DPZ) | $297.27 | $350.00 ➝ $325.00 | Sector Perform ➝ Sector Perform |
| BMO Capital Markets | Raises Target | DTE Energy (DTE) | $125.08 | $132.00 ➝ $134.00 | Market Perform ➝ Market Perform |
| TD Cowen | Lowers Target | Eastern Bankshares (EBC) | $21.24 | $26.00 ➝ $25.00 | Buy ➝ Buy |
| Barclays | Raises Target | Eastern Bankshares (EBC) | $21.24 | $22.00 ➝ $23.00 | Equal Weight ➝ Equal Weight |
| Wells Fargo & Company | Lowers Target | Estee Lauder Companies (EL) | $93.35 | $104.00 ➝ $95.00 | Equal Weight ➝ Equal Weight |
| Barclays | Upgrades | Estee Lauder Companies (EL) | $93.35 | $97.00 ➝ $108.00 | Equal Weight ➝ Overweight |
| Wells Fargo & Company | Lowers Target | Edgewell Personal Care (EPC) | $26.81 | $32.00 ➝ $30.00 | Overweight ➝ Overweight |
| Truist Financial | Lowers Target | EquipmentShare.com (EQPT) | $18.90 | $35.00 ➝ $31.00 | Buy ➝ Buy |
| Barclays | Raises Target | Essent Group (ESNT) | $61.18 | $65.00 ➝ $66.00 | Equal Weight ➝ Equal Weight |
| JPMorgan Chase & Co. | Raises Target | Expeditors International of Washington (EXPD) | $194.00 | $200.00 ➝ $214.00 | Neutral ➝ Neutral |
| Barclays | Lowers Target | First American Financial (FAF) | $62.19 | $83.00 ➝ $79.00 | Overweight ➝ Overweight |
| JPMorgan Chase & Co. | Lowers Target | FedEx (FDX) | $289.42 | $400.00 ➝ $399.00 | Overweight ➝ Overweight |
| JPMorgan Chase & Co. | Lowers Target | FedEx Freight (FDXF) | $111.64 | $160.00 ➝ $149.00 | Overweight ➝ Overweight |
| HC Wainwright | Raises Target | 5E Advanced Materials (FEAM) | $3.92 | $3.50 ➝ $6.75 | Buy ➝ Buy |
| TD Cowen | Lowers Target | First Hawaiian (FHB) | $25.04 | $31.00 ➝ $28.00 | Hold ➝ Hold |
| Barclays | Raises Target | First Interstate BancSystem (FIBK) | $35.62 | $37.00 ➝ $38.00 | Underweight ➝ Underweight |
| Barclays | Lowers Target | Flagstar Bank, National Association (FLG) | $11.55 | $17.00 ➝ $15.00 | Overweight ➝ Overweight |
| TD Cowen | Lowers Target | Flagstar Bank, National Association (FLG) | $11.55 | $17.00 ➝ $16.00 | Buy ➝ Buy |
| Barclays | Lowers Target | Fidelity National Financial (FNF) | $39.07 | $54.00 ➝ $47.00 | Equal Weight ➝ Equal Weight |
| Barclays | Raises Target | Forbright (FRBT) | $17.68 | $23.00 ➝ $24.00 | Overweight ➝ Overweight |
| Piper Sandler | Lowers Target | First Merchants (FRME) | $39.77 | $51.00 ➝ $46.00 | Overweight ➝ Overweight |
| Wells Fargo & Company | Lowers Target | Freshpet (FRPT) | $61.33 | $82.00 ➝ $77.00 | Overweight ➝ Overweight |
| HC Wainwright | Reiterates | Gain Therapeutics (GANX) | $1.69 | $8.00 | Buy ➝ Buy |
| Citigroup | Lowers Target | GE HealthCare Technologies (GEHC) | $65.74 | $75.00 ➝ $71.00 | Neutral ➝ Neutral |
| HC Wainwright | Reiterates | Generate Biomedicines (GENB) | $13.91 | $30.00 | Buy ➝ Buy |
| Deutsche Bank Aktiengesellschaft | Reiterates | Glencore (GLEN) | GBX 569.30 | GBX 630 | Buy |
| Cantor Fitzgerald | Lowers Target | Generac (GNRC) | $215.45 | $333.00 ➝ $297.00 | Overweight ➝ Overweight |
| National Bank Financial | Raises Target | Hudbay Minerals (HBM) | C$38.93 | C$41.00 ➝ C$42.50 | Sector Perform |
| UBS Group | Downgrades | Hermes International (HESAY) | $144.53 | | Neutral ➝ Sell |
| The Goldman Sachs Group | Initiates | Hermes International (HESAY) | $144.53 | | Sell |
| Jefferies Financial Group | Reiterates | Hammerson (HMSO) | GBX 330.80 | GBX 375 | Hold |
| Wells Fargo & Company | Lowers Target | Hershey (HSY) | $161.25 | $190.00 ➝ $170.00 | Equal Weight ➝ Equal Weight |
| JPMorgan Chase & Co. | Lowers Target | Hub Group (HUBG) | $28.74 | $50.00 ➝ $46.00 | Neutral ➝ Neutral |
| UBS Group | Lowers Target | Huntsman (HUN) | $8.83 | $10.00 ➝ $9.00 | Neutral ➝ Neutral |
| Barclays | Raises Target | Hancock Whitney (HWC) | $73.18 | $82.00 ➝ $85.00 | Overweight ➝ Overweight |
| BMO Capital Markets | Lowers Target | Integra LifeSciences (IART) | $13.29 | $18.00 ➝ $15.00 | Market Perform ➝ Market Perform |
| Berenberg Bank | Reiterates | Ibstock (IBST) | GBX 79 | GBX 90 | Hold |
| Royal Bank Of Canada | Raises Target | Illumina (ILMN) | $293.69 | $230.00 ➝ $310.00 | Outperform ➝ Outperform |
| Stifel Nicolaus | Raises Target | Incyte (INCY) | $114.13 | $145.00 ➝ $157.00 | Buy ➝ Buy |
| Needham & Company LLC | Raises Target | iRhythm Technologies (IRTC) | $109.09 | $192.00 ➝ $194.00 | Buy ➝ Buy |
| Truist Financial | Lowers Target | Jacobs Solutions (J) | $138.93 | $161.00 ➝ $160.00 | Hold ➝ Hold |
| JPMorgan Chase & Co. | Lowers Target | J.B. Hunt Transport Services (JBHT) | $229.74 | $313.00 ➝ $287.00 | Overweight ➝ Overweight |
| TD Cowen | Lowers Target | J.B. Hunt Transport Services (JBHT) | $229.74 | $297.00 ➝ $283.00 | Hold ➝ Hold |
| Keefe, Bruyette & Woods | Lowers Target | KB Home (KBH) | $45.11 | $65.00 ➝ $54.00 | Market Perform ➝ Market Perform |
| Wells Fargo & Company | Lowers Target | Kraft Heinz (KHC) | $21.86 | $25.00 ➝ $23.00 | Equal Weight ➝ Equal Weight |
| BMO Capital Markets | Lowers Target | KinderCare Learning Companies (KLC) | $1.83 | $5.00 ➝ $4.00 | Outperform ➝ Outperform |
| Wells Fargo & Company | Lowers Target | Kimberly-Clark (KMB) | $95.41 | $105.00 ➝ $100.00 | Equal Weight ➝ Equal Weight |
| JPMorgan Chase & Co. | Lowers Target | Knight-Swift Transportation (KNX) | $65.38 | $84.00 ➝ $68.00 | Neutral ➝ Neutral |
| Wells Fargo & Company | Lowers Target | CocaCola (KO) | $86.47 | $95.00 ➝ $90.00 | Overweight ➝ Overweight |
| Wedbush | Initiates | Cyclerion Therapeutics (KRSA) | $30.72 | $44.00 | Outperform |
| Morgan Stanley | Lowers Target | Lithia Motors (LAD) | $304.06 | $358.00 ➝ $310.00 | Equal Weight ➝ Equal Weight |
| Deutsche Bank Aktiengesellschaft | Raises Target | Land Securities Group (LAND) | GBX 618.50 | GBX 730 ➝ GBX 750 | Buy |
| Roth Capital | Downgrades | LB Pharmaceuticals (LBRX) | $34.62 | $37.00 ➝ $35.00 | Buy ➝ Neutral |
| KeyCorp | Raises Target | LifeStance Health Group (LFST) | $12.22 | $13.00 ➝ $15.00 | Overweight ➝ Overweight |
| Rosenblatt Securities | Reiterates | Lumentum (LITE) | $1,091.67 | $1,300.00 | Buy ➝ Buy |
| Stifel Nicolaus | Raises Target | Lumentum (LITE) | $1,091.67 | $1,100.00 ➝ $1,232.00 | Buy ➝ Buy |
| Truist Financial | Initiates | Lumexa Imaging (LMRI) | $10.77 | $18.00 | Buy |
| TD Cowen | Lowers Target | Live Oak Bancshares (LOB) | $36.60 | $49.00 ➝ $44.00 | Buy ➝ Buy |
| Citizens Jmp | Reiterates | LPL Financial (LPLA) | $331.98 | $500.00 | Market Outperform ➝ Market Outperform |
| Jefferies Financial Group | Reiterates | London Stock Exchange Group (LSEG) | GBX 8,192 | | Buy |
| JPMorgan Chase & Co. | Lowers Target | Landstar System (LSTR) | $171.22 | $204.00 ➝ $181.00 | Neutral ➝ Neutral |
| Wells Fargo & Company | Lowers Target | Lamb Weston (LW) | $44.74 | $57.00 ➝ $54.00 | Overweight ➝ Overweight |
| RBC Dominion Securities | Set Price Target | Lsb Industries (LXU) | $10.18 | $13.00 | Outperform |
| Piper Sandler | Lowers Target | Merchants Bancorp (MBIN) | $49.72 | $64.00 ➝ $63.00 | Overweight ➝ Overweight |
| Wells Fargo & Company | Lowers Target | Mondelez International (MDLZ) | $58.49 | $70.00 ➝ $65.00 | Overweight ➝ Overweight |
| TD Cowen | Raises Target | MetLife (MET) | $96.97 | $105.00 ➝ $110.00 | Buy ➝ Buy |
| Wells Fargo & Company | Lowers Target | MGP Ingredients (MGPI) | $12.77 | $22.00 ➝ $17.00 | Overweight ➝ Overweight |
| HC Wainwright | Reiterates | MoonLake Immunotherapeutics (MLTX) | $11.38 | $50.00 | Buy ➝ Buy |
| Wells Fargo & Company | Lowers Target | Monster Beverage (MNST) | $43.51 | $53.00 ➝ $48.00 | Overweight ➝ Overweight |
| RBC Dominion Securities | Downgrades | Mosaic (MOS) | $21.26 | $27.00 ➝ $25.00 | Outperform ➝ Sector Perform |
| JPMorgan Chase & Co. | Raises Target | Merck & Co., Inc. (MRK) | $139.61 | $150.00 ➝ $165.00 | Overweight ➝ Overweight |
| Citizens Jmp | Reiterates | Millrose Properties (MRP) | $22.53 | | Outperform ➝ Market Perform |
| Barclays | Raises Target | MGIC Investment (MTG) | $27.16 | $28.00 ➝ $29.00 | Equal Weight ➝ Equal Weight |
| Truist Financial | Lowers Target | MasTec (MTZ) | $220.04 | $428.00 ➝ $380.00 | Buy ➝ Buy |
| Royal Bank Of Canada | Lowers Target | NewAmsterdam Pharma (NAMS) | $22.80 | $50.00 ➝ $42.00 | Outperform ➝ Outperform |
| Barclays | Lowers Target | Navient (NAVI) | $9.04 | $8.00 ➝ $7.00 | Underweight ➝ Underweight |
| JPMorgan Chase & Co. | Lowers Target | Norfolk Southern (NSC) | $316.53 | $338.00 ➝ $318.00 | Neutral ➝ Neutral |
| Stifel Nicolaus | Lowers Target | NETGEAR (NTGR) | $22.94 | $36.00 ➝ $30.00 | Buy ➝ Buy |
| RBC Dominion Securities | Set Price Target | Nutrien (NTR) | $70.18 | $85.00 | Outperform |
| KeyCorp | Lowers Target | Nucor (NUE) | $251.51 | $288.00 ➝ $286.00 | Overweight ➝ Overweight |
| Stifel Nicolaus | Lowers Target | NXP Semiconductors (NXPI) | $241.97 | $282.00 ➝ $265.00 | Hold ➝ Hold |
| JPMorgan Chase & Co. | Lowers Target | Old Dominion Freight Line (ODFL) | $179.37 | $250.00 ➝ $232.00 | Neutral ➝ Neutral |
| UBS Group | Lowers Target | Orion (OEC) | $5.87 | $8.00 ➝ $6.50 | Neutral ➝ Neutral |
| Stifel Nicolaus | Raises Target | onsemi (ON) | $85.93 | $75.00 ➝ $80.00 | Hold ➝ Hold |
| Citizens Jmp | Initiates | Ondas (ONDS) | $7.42 | $14.00 | Market Outperform |
| Leerink Partners | Initiates | Oric Pharmaceuticals (ORIC) | $12.49 | $26.00 | Outperform |
| Guggenheim | Initiates | Ovid Therapeutics (OVID) | $2.34 | $7.00 | Buy |
| BTIG Research | Reiterates | Oxford Industries (OXM) | $25.37 | | Neutral ➝ Neutral |
| TD Cowen | Lowers Target | Bank OZK (OZK) | $46.59 | $52.00 ➝ $50.00 | Hold ➝ Hold |
| HSBC | Upgrades | Grupo Aeroportuario Del Pacifico (PAC) | $210.02 | $277.00 | Hold ➝ Buy |
| TD Cowen | Lowers Target | Prosperity Bancshares (PB) | $67.28 | $84.00 ➝ $78.00 | Buy ➝ Buy |
| Cantor Fitzgerald | Reiterates | Procore Technologies (PCOR) | $54.13 | $65.00 | Overweight ➝ Overweight |
| Needham & Company LLC | Raises Target | Vaxcyte (PCVX) | $73.82 | $110.00 ➝ $122.00 | Buy ➝ Buy |
| BTIG Research | Reiterates | Vaxcyte (PCVX) | $73.82 | $89.00 | Buy ➝ Buy |
| Wells Fargo & Company | Lowers Target | PepsiCo (PEP) | $125.65 | $140.00 ➝ $135.00 | Equal Weight ➝ Equal Weight |
| Barclays | Lowers Target | PennyMac Financial Services (PFSI) | $63.08 | $85.00 ➝ $71.00 | Equal Weight ➝ Equal Weight |
| JPMorgan Chase & Co. | Raises Target | Progressive (PGR) | $212.45 | $241.00 ➝ $250.00 | Neutral ➝ Neutral |
| UBS Group | Lowers Target | Packaging Corporation of America (PKG) | $229.57 | $292.00 ➝ $289.00 | Buy ➝ Buy |
| Royal Bank Of Canada | Lowers Target | Planet Fitness (PLNT) | $42.09 | $65.00 ➝ $60.00 | Outperform ➝ Outperform |
| Robert W. Baird | Lowers Target | Planet Fitness (PLNT) | $42.09 | $72.00 ➝ $60.00 | Outperform ➝ Outperform |
| The Goldman Sachs Group | Lowers Target | The PNC Financial Services Group (PNC) | $220.22 | $281.00 ➝ $250.00 | Neutral ➝ Neutral |
| Wells Fargo & Company | Lowers Target | Post (POST) | $72.68 | $86.00 ➝ $79.00 | Equal Weight ➝ Equal Weight |
| Stifel Nicolaus | Lowers Target | Power Integrations (POWI) | $54.36 | $80.00 ➝ $72.00 | Buy ➝ Buy |
| UBS Group | Lowers Target | PPG Industries (PPG) | $105.33 | $125.00 ➝ $116.00 | Neutral ➝ Neutral |
| Barclays | Reiterates | PTC (PTC) | $192.26 | $205.00 | Overweight ➝ Equal Weight |
| KeyCorp | Downgrades | PTC (PTC) | $192.26 | | Overweight ➝ Sector Weight |
| Loop Capital | Downgrades | PTC (PTC) | $192.26 | $200.00 ➝ $205.00 | Buy ➝ Hold |
| Truist Financial | Lowers Target | Quanta Services (PWR) | $685.07 | $976.00 ➝ $945.00 | Buy ➝ Buy |
| Barclays | Downgrades | uniQure (QURE) | $22.80 | $60.00 ➝ $28.00 | Overweight ➝ Equal Weight |
| JPMorgan Chase & Co. | Upgrades | Ryder System (R) | $236.30 | $296.00 ➝ $298.00 | Neutral ➝ Overweight |
| Barclays | Raises Target | Radian Group (RDN) | $33.46 | $35.00 ➝ $36.00 | Equal Weight ➝ Equal Weight |
| JPMorgan Chase & Co. | Raises Target | Raymond James Financial (RJF) | $160.89 | $179.00 ➝ $185.00 | Neutral ➝ Neutral |
| Barclays | Lowers Target | Rocket Companies (RKT) | $11.70 | $17.00 ➝ $15.00 | Overweight ➝ Overweight |
| TD Cowen | Lowers Target | Renasant (RNST) | $39.70 | $49.00 ➝ $46.00 | Buy ➝ Buy |
| Wells Fargo & Company | Lowers Target | RPM International (RPM) | $95.17 | $135.00 ➝ $130.00 | Overweight ➝ Overweight |
| Truist Financial | Lowers Target | Range Resources (RRC) | $38.68 | $45.00 ➝ $43.00 | Hold ➝ Hold |
| KeyCorp | Raises Target | Reliance (RS) | $408.86 | $418.00 ➝ $421.00 | Overweight ➝ Overweight |
| Stifel Nicolaus | Upgrades | Rentokil Initial (RTO) | $20.07 | | Hold ➝ Buy |
| Scotiabank | Raises Target | Russel Metals (RUS) | C$91.89 | C$89.00 ➝ C$113.00 | Sector Outperform |
| Citigroup | Lowers Target | Rayonier (RYN) | $18.02 | $23.00 ➝ $19.00 | Neutral ➝ Neutral |
| Morgan Stanley | Lowers Target | Sonic Automotive (SAH) | $62.79 | $72.00 ➝ $57.00 | Underweight ➝ Underweight |
| JPMorgan Chase & Co. | Lowers Target | Saia (SAIA) | $346.14 | $490.00 ➝ $463.00 | Overweight ➝ Overweight |
| Scotiabank | Raises Target | SailPoint (SAIL) | $20.29 | $22.00 ➝ $24.00 | Sector Outperform ➝ Sector Outperform |
| HC Wainwright | Reiterates | Sagimet Biosciences (SGMT) | $9.03 | $29.00 | Buy ➝ Buy |
| Hovde Group | Initiates | Southern Missouri Bancorp (SMBC) | $71.90 | $76.00 | Market Perform |
| Wells Fargo & Company | Lowers Target | Scotts Miracle-Gro (SMG) | $49.10 | $77.00 ➝ $60.00 | Overweight ➝ Overweight |
| Stifel Nicolaus | Raises Target | Semtech (SMTC) | $192.83 | $188.00 ➝ $220.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Lowers Target | Schneider National (SNDR) | $32.37 | $35.00 ➝ $30.00 | Neutral ➝ Neutral |
| UBS Group | Lowers Target | Sonoco Products (SON) | $48.32 | $61.00 ➝ $51.00 | Neutral ➝ Neutral |
| Wells Fargo & Company | Lowers Target | Spectrum Brands (SPB) | $75.93 | $90.00 ➝ $85.00 | Equal Weight ➝ Equal Weight |
| Craig Hallum | Downgrades | Sphere Entertainment (SPHR) | $110.73 | $132.00 | Buy ➝ Hold |
| UBS Group | Lowers Target | Spotify Technology (SPOT) | $482.92 | $690.00 ➝ $675.00 | Buy ➝ Buy |
| Berenberg Bank | Reiterates | Sirius Real Estate (SRE) | GBX 88.35 | GBX 134 | Buy |
| Jefferies Financial Group | Reiterates | Sirius Real Estate (SRE) | GBX 88.35 | GBX 110 | Buy |
| HC Wainwright | Reiterates | Sarepta Therapeutics (SRPT) | $17.49 | $5.00 | Sell ➝ Sell |
| Canadian Imperial Bank of Commerce | Raises Target | Silver Standard Resources (SSRM) | $33.91 | $48.00 ➝ $50.00 | Outperformer ➝ Outperformer |
| Wells Fargo & Company | Lowers Target | Constellation Brands (STZ) | $113.29 | $170.00 ➝ $140.00 | Overweight ➝ Overweight |
| Berenberg Bank | Initiates | Tatton Asset Management (TAM) | GBX 640 | GBX 820 | Buy |
| Wells Fargo & Company | Lowers Target | Molson Coors Beverage (TAP) | $36.55 | $41.00 ➝ $38.00 | Equal Weight ➝ Equal Weight |
| TD Cowen | Lowers Target | Texas Capital Bancshares (TCBI) | $93.69 | $106.00 ➝ $100.00 | Hold ➝ Hold |
| JPMorgan Chase & Co. | Lowers Target | TFI International (TFII) | $114.92 | $175.00 ➝ $168.00 | Overweight ➝ Overweight |
| TD | Lowers Target | Tilray Brands (TLRY) | $3.72 | $4.70 ➝ $4.50 | Buy |
| Royal Bank Of Canada | Lowers Target | Texas Roadhouse (TXRH) | $158.97 | $235.00 ➝ $220.00 | Outperform ➝ Outperform |
| National Bank Financial | Lowers Target | Uranium Energy (UEC) | $9.35 | $16.00 ➝ $15.00 | Outperform |
| TD Cowen | Lowers Target | UMB Financial (UMBF) | $129.80 | $166.00 ➝ $152.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Lowers Target | Union Pacific (UNP) | $277.06 | $334.00 ➝ $322.00 | Neutral ➝ Neutral |
| JPMorgan Chase & Co. | Upgrades | Virtu Financial (VIRT) | $62.96 | $84.00 | Neutral ➝ Overweight |
| HC Wainwright | Reiterates | Vanda Pharmaceuticals (VNDA) | $4.58 | $20.00 | Buy ➝ Buy |
| BMO Capital Markets | Lowers Target | Vistra (VST) | $145.03 | $231.00 ➝ $210.00 | Outperform ➝ Outperform |
| HC Wainwright | Reiterates | Verastem (VSTM) | $8.00 | $18.00 | Buy ➝ Buy |
| BTIG Research | Reiterates | Verastem (VSTM) | $8.00 | $18.00 | Buy ➝ Buy |
| Bank of America | Initiates | Vylor (VYLR) | $73.58 | $78.00 | Buy |
| Needham & Company LLC | Reiterates | Workday (WDAY) | $188.96 | $230.00 | Buy ➝ Buy |
| TD | Set Price Target | WELL Health Technologies (WELL) | C$4.48 | C$8.50 | Buy |
| JPMorgan Chase & Co. | Lowers Target | Werner Enterprises (WERN) | $34.15 | $39.00 ➝ $33.00 | Underweight ➝ Underweight |
| TD Cowen | Lowers Target | WSFS Financial (WSFS) | $77.34 | $92.00 ➝ $89.00 | Buy ➝ Buy |
| TD Cowen | Lowers Target | Wintrust Financial (WTFC) | $145.20 | $183.00 ➝ $173.00 | Buy ➝ Buy |
| Piper Sandler | Raises Target | Wintrust Financial (WTFC) | $145.20 | $186.00 ➝ $195.00 | Overweight ➝ Overweight |
| Citigroup | Lowers Target | Weyerhaeuser (WY) | $18.50 | $29.00 ➝ $21.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Lowers Target | XPO (XPO) | $183.61 | $214.00 ➝ $205.00 | Overweight ➝ Overweight |
| Guggenheim | Reiterates | Yesway (YSWY) | $20.06 | $32.00 | Buy ➝ Buy |
| TD Cowen | Lowers Target | Zions Bancorporation, N.A. (ZION) | $63.28 | $73.00 ➝ $69.00 | Hold ➝ Hold |
| Leerink Partners | Initiates | Zentalis Pharmaceuticals (ZNTL) | $2.78 | $4.00 ➝ $8.00 | Market Perform ➝ Outperform |
