| Royal Bank Of Canada | Raises Target | Acadian Asset Management (AAMI) | $93.97 | $80.00 ➝ $85.00 | Sector Perform ➝ Sector Perform |
| Guggenheim | Reiterates | AbbVie (ABBV) | $276.24 | $288.00 | Buy ➝ Buy |
| Keefe, Bruyette & Woods | Lowers Target | Arbor Realty Trust (ABR) | $2.87 | $5.00 ➝ $3.00 | Underperform ➝ Underperform |
| JPMorgan Chase & Co. | Lowers Target | Arch Capital Group (ACGL) | $95.57 | $118.00 ➝ $113.00 | Neutral ➝ Neutral |
| Barclays | Initiates | Archer Aviation (ACHR) | $4.98 | $4.50 ➝ $8.00 | Equal Weight ➝ Overweight |
| Keefe, Bruyette & Woods | Lowers Target | Ares Commercial Real Estate (ACRE) | $3.55 | $5.50 ➝ $4.50 | Outperform ➝ Outperform |
| Keefe, Bruyette & Woods | Lowers Target | Aflac (AFL) | $114.48 | $125.00 ➝ $120.00 | Market Perform ➝ Market Perform |
| HC Wainwright | Lowers Target | First Majestic Silver (AG) | $17.29 | $27.00 ➝ $25.50 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Raises Target | Albany International (AIN) | $61.94 | $61.00 ➝ $67.00 | Neutral ➝ Neutral |
| Northland Securities | Downgrades | Astera Labs (ALAB) | $342.21 | | Outperform ➝ Market Perform |
| Stifel Nicolaus | Lowers Target | Align Technology (ALGN) | $142.71 | $210.00 ➝ $175.00 | Buy ➝ Buy |
| KeyCorp | Lowers Target | Alignment Healthcare (ALHC) | $7.55 | $28.00 ➝ $12.00 | Overweight ➝ Overweight |
| JPMorgan Chase & Co. | Lowers Target | Alignment Healthcare (ALHC) | $7.55 | $22.00 ➝ $10.00 | Overweight ➝ Overweight |
| Royal Bank Of Canada | Lowers Target | Ally Financial (ALLY) | $37.59 | $55.00 ➝ $50.00 | Outperform ➝ Outperform |
| UBS Group | Raises Target | Amgen (AMGN) | $414.87 | $430.00 ➝ $470.00 | Buy ➝ Buy |
| Morgan Stanley | Lowers Target | Ameriprise Financial (AMP) | $500.56 | $489.00 ➝ $483.00 | Underweight ➝ Underweight |
| Canaccord Genuity Group | Reiterates | AngioDynamics (ANGO) | $11.52 | $20.00 | Buy ➝ Buy |
| Stephens | Reiterates | APA (APA) | $45.88 | $49.00 | Equal Weight ➝ Equal Weight |
| Royal Bank Of Canada | Lowers Target | Artisan Partners Asset Management (APAM) | $33.48 | $45.00 ➝ $43.00 | Outperform ➝ Outperform |
| Leerink Partners | Raises Target | Arcturus Therapeutics (ARCT) | $13.74 | $13.00 ➝ $19.00 | Outperform ➝ Outperform |
| Robert W. Baird | Lowers Target | argenex (ARGX) | $825.03 | $932.00 ➝ $823.00 | Neutral ➝ Neutral |
| Ventum Capital | Raises Target | Aritzia (ATZ) | C$146.91 | C$146.00 ➝ C$160.00 | Neutral |
| TD | Lowers Target | Aritzia (ATZ) | C$146.91 | C$200.00 ➝ C$175.00 | Buy |
| Canaccord Genuity Group | Raises Target | Aritzia (ATZ) | C$146.91 | C$189.00 ➝ C$194.00 | Buy |
| Barclays | Initiates | AeroVironment (AVAV) | $137.11 | $237.00 | Equal Weight |
| Stephens | Reiterates | Mission Produce (AVO) | $11.73 | $15.00 | Overweight ➝ Overweight |
| Royal Bank Of Canada | Lowers Target | American Express (AXP) | $308.18 | $415.00 ➝ $400.00 | Outperform ➝ Outperform |
| TD Cowen | Lowers Target | Boeing (BA) | $190.47 | $250.00 ➝ $240.00 | Buy ➝ Buy |
| Royal Bank Of Canada | Lowers Target | Beacon Financial (BBT) | $27.18 | $33.00 ➝ $31.00 | Sector Perform ➝ Sector Perform |
| Barclays | Initiates | BETA Technologies (BETA) | $20.96 | $35.00 | Overweight |
| Keefe, Bruyette & Woods | Lowers Target | Brighthouse Financial (BHF) | $48.53 | $67.00 ➝ $57.00 | Market Perform ➝ Market Perform |
| Bank of America | Lowers Target | Bristol Myers Squibb (BMY) | $59.18 | $71.00 ➝ $66.00 | |
| BNP Paribas Exane | Initiates | BellRing Brands (BRBR) | $8.52 | $12.00 | Outperform |
| UBS Group | Lowers Target | Brixmor Property Group (BRX) | $27.28 | $37.00 ➝ $33.00 | Buy ➝ Buy |
| Barclays | Raises Target | Bitdeer Technologies Group (BTDR) | $9.63 | $15.00 ➝ $17.00 | Overweight ➝ Overweight |
| Rosenblatt Securities | Lowers Target | Webull (BULL) | $6.31 | $15.00 ➝ $12.00 | Buy ➝ Buy |
| Keefe, Bruyette & Woods | Lowers Target | Blackstone Mortgage Trust (BXMT) | $11.04 | $16.00 ➝ $13.00 | Market Perform ➝ Market Perform |
| TD | Lowers Target | Boyd Group Services (BYD) | C$111.32 | C$200.00 ➝ C$175.00 | Top Pick |
| Barclays | Set Price Target | CAE (CAE) | C$33.86 | C$54.00 | Overweight |
| Barclays | Initiates | CAE (CAE) | $23.74 | $38.00 | Overweight |
| JPMorgan Chase & Co. | Initiates | Carrier Global (CARR) | $55.55 | $61.00 | Neutral |
| JPMorgan Chase & Co. | Lowers Target | Chubb (CB) | $341.07 | $374.00 ➝ $371.00 | Neutral ➝ Neutral |
| Morgan Stanley | Upgrades | Cboe Global Markets (CBOE) | $304.16 | $258.00 ➝ $358.00 | Underweight ➝ Overweight |
| Keefe, Bruyette & Woods | Lowers Target | CBRE Group (CBRE) | $130.79 | $174.00 ➝ $164.00 | Outperform ➝ Outperform |
| JPMorgan Chase & Co. | Initiates | C4 Therapeutics (CCCC) | $3.16 | $10.00 | Overweight |
| Royal Bank Of Canada | Lowers Target | Cullen/Frost Bankers (CFR) | $150.25 | $176.00 ➝ $175.00 | Sector Perform ➝ Sector Perform |
| JPMorgan Chase & Co. | Lowers Target | Cleveland-Cliffs (CLF) | $12.97 | $13.00 ➝ $12.00 | Neutral ➝ Neutral |
| JPMorgan Chase & Co. | Lowers Target | Commercial Metals (CMC) | $63.93 | $83.00 ➝ $80.00 | Overweight ➝ Overweight |
| Keefe, Bruyette & Woods | Lowers Target | Claros Mortgage Trust (CMTG) | $1.21 | $2.15 ➝ $1.75 | Underperform ➝ Underperform |
| Royal Bank Of Canada | Raises Target | Cannae (CNNE) | $15.53 | $16.00 ➝ $17.00 | Outperform ➝ Outperform |
| BMO Capital Markets | Initiates | Capital One Financial (COF) | $199.14 | $219.00 | Market Perform |
| Citizens Jmp | Lowers Target | Coinbase Global (COIN) | $179.39 | $325.00 ➝ $280.00 | Market Outperform ➝ Market Outperform |
| Morgan Stanley | Raises Target | Coinbase Global (COIN) | $179.39 | $250.00 ➝ $258.00 | Equal Weight ➝ Equal Weight |
| Royal Bank Of Canada | Reiterates | Costco Wholesale (COST) | $946.92 | $1,000.00 | Sector Perform ➝ Sector Perform |
| Berenberg Bank | Reiterates | Conduit (CRE) | GBX 433 | GBX 765 | Buy |
| TD Cowen | Lowers Target | Carpenter Technology (CRS) | $386.55 | $650.00 ➝ $500.00 | Buy ➝ Buy |
| Wedbush | Reiterates | Cognizant Technology Solutions (CTSH) | $59.20 | $70.00 | Outperform ➝ Outperform |
| BTIG Research | Reiterates | Carvana (CVNA) | $63.72 | $87.00 | Buy ➝ Buy |
| Barclays | Lowers Target | American Axle & Manufacturing (DCH) | $5.70 | $9.00 ➝ $8.00 | Equal Weight ➝ Equal Weight |
| JPMorgan Chase & Co. | Downgrades | DuPont de Nemours (DD) | $130.08 | $172.00 ➝ $145.00 | Overweight ➝ Neutral |
| JPMorgan Chase & Co. | Initiates | Definium Therapeutics (DFTX) | $36.90 | $84.00 | Overweight |
| Needham & Company LLC | Reiterates | Walt Disney (DIS) | $108.06 | $125.00 | Buy ➝ Buy |
| Berenberg Bank | Reiterates | Dr. Martens (DOCS) | GBX 68 | GBX 110 | Buy |
| Barclays | Initiates | DPC (DPC) | $38.75 | $49.00 | Overweight |
| Chardan Capital | Initiates | Duos Technologies Group (DUOT) | $7.20 | $9.50 | Neutral |
| Cantor Fitzgerald | Reiterates | Dycom Industries (DY) | $270.19 | $476.00 | Overweight ➝ Overweight |
| Truist Financial | Raises Target | ASGN (EFOR) | $37.56 | $36.00 ➝ $45.00 | Buy ➝ Buy |
| BMO Capital Markets | Raises Target | ASGN (EFOR) | $37.56 | $30.00 ➝ $41.00 | Market Perform ➝ Market Perform |
| JPMorgan Chase & Co. | Raises Target | Emerson Electric (EMR) | $161.79 | $169.00 ➝ $184.00 | Overweight ➝ Overweight |
| Monness Crespi & Hardt | Upgrades | Elastic (ESTC) | $98.18 | $120.00 | Neutral ➝ Buy |
| Stifel Nicolaus | Raises Target | Elastic (ESTC) | $98.18 | $107.00 ➝ $120.00 | Buy ➝ Buy |
| Wedbush | Reiterates | Elastic (ESTC) | $98.18 | $125.00 | Outperform ➝ Outperform |
| Citizens Jmp | Lowers Target | eToro Group (ETOR) | $25.90 | $90.00 ➝ $75.00 | Market Outperform ➝ Market Outperform |
| Barclays | Lowers Target | Fidelity National Information Services (FIS) | $34.09 | $43.00 ➝ $38.00 | Equal Weight ➝ Equal Weight |
| TD Cowen | Lowers Target | Fidelity National Information Services (FIS) | $34.09 | $53.00 ➝ $47.00 | Buy ➝ Buy |
| TD Cowen | Lowers Target | Fiserv (FISV) | $45.63 | $55.00 ➝ $49.00 | Hold ➝ Hold |
| Truist Financial | Lowers Target | Flagstar Bank, National Association (FLG) | $11.34 | $17.00 ➝ $15.00 | Buy ➝ Buy |
| Royal Bank Of Canada | Lowers Target | Flagstar Bank, National Association (FLG) | $11.34 | $15.00 ➝ $13.00 | Sector Perform ➝ Sector Perform |
| Barclays | Initiates | Firefly Aerospace (FLY) | $20.00 | $34.00 | Equal Weight |
| Truist Financial | Lowers Target | F.N.B. (FNB) | $17.07 | $20.50 ➝ $19.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Lowers Target | Forgent Power Solutions (FPS) | $39.92 | $56.00 ➝ $49.00 | Overweight ➝ Overweight |
| ATB Cormark Capital Markets | Raises Target | Firan Technology Group (FTG) | C$34.95 | C$30.00 ➝ C$40.00 | Outperform |
| Raymond James Financial | Lowers Target | Firan Technology Group (FTG) | C$34.95 | C$38.00 ➝ C$30.00 | Outperform |
| JPMorgan Chase & Co. | Lowers Target | Fortive (FTV) | $57.25 | $64.00 ➝ $56.00 | Underweight ➝ Underweight |
| Morgan Stanley | Downgrades | Gemini Space Station (GEMI) | $4.39 | $4.75 | Equal Weight ➝ Underweight |
| JPMorgan Chase & Co. | Lowers Target | GE Vernova (GEV) | $1,003.83 | $1,330.00 ➝ $1,150.00 | Overweight ➝ Overweight |
| Keefe, Bruyette & Woods | Reiterates | Genworth Financial (GNW) | $9.40 | $11.50 ➝ $10.50 | Outperform ➝ Market Perform |
| Wolfe Research | Initiates | GSK (GSK) | $46.50 | $70.00 | Outperform |
| The Goldman Sachs Group | Lowers Target | Hayward (HAYW) | $11.35 | $17.00 ➝ $14.00 | Neutral ➝ Neutral |
| ATB Cormark Capital Markets | Raises Target | Hudbay Minerals (HBM) | C$37.24 | C$35.00 ➝ C$40.00 | Outperform |
| TD Cowen | Lowers Target | Heico (HEI) | $298.22 | $350.00 ➝ $330.00 | Hold ➝ Hold |
| TD Cowen | Lowers Target | Huntington Ingalls Industries (HII) | $264.52 | $360.00 ➝ $340.00 | Buy ➝ Buy |
| Citizens Jmp | Upgrades | Houlihan Lokey (HLI) | $130.00 | $175.00 | Market Perform ➝ Outperform |
| JPMorgan Chase & Co. | Lowers Target | Honeywell International (HON) | $207.73 | $255.00 ➝ $240.00 | Overweight ➝ Overweight |
| Morgan Stanley | Raises Target | Robinhood Markets (HOOD) | $109.02 | $150.00 ➝ $160.00 | Overweight ➝ Overweight |
| ATB Cormark Capital Markets | Raises Target | Hammond Power Solutions (HPS.A) | C$308.11 | C$350.00 ➝ C$400.00 | Outperform |
| TD Cowen | Lowers Target | Howmet Aerospace (HWM) | $224.94 | $320.00 ➝ $280.00 | Buy ➝ Buy |
| TD Cowen | Lowers Target | Hexcel (HXL) | $84.97 | $115.00 ➝ $90.00 | Hold ➝ Hold |
| Morgan Stanley | Raises Target | Intercontinental Exchange (ICE) | $156.03 | $163.00 ➝ $173.00 | Equal Weight ➝ Equal Weight |
| Freedom Broker | Initiates | Ichor (ICHR) | $59.91 | $82.00 | Buy |
| Bank of America | Upgrades | Icon (ICLR) | $164.17 | $185.00 | Underperform ➝ Neutral |
| Jefferies Financial Group | Reiterates | IG Group (IGG) | GBX 995 | GBX 1,250 | Buy |
| Jefferies Financial Group | Reiterates | Imperial Brands (IMB) | GBX 2,651.37 | GBX 3,500 | Buy |
| Deutsche Bank Aktiengesellschaft | Reiterates | Imperial Brands (IMB) | GBX 2,651.37 | GBX 3,500 | Buy |
| Deutsche Bank Aktiengesellschaft | Raises Target | Informa (INF) | GBX 895.60 | GBX 1,140 ➝ GBX 1,290 | Buy |
| JPMorgan Chase & Co. | Downgrades | Illinois Tool Works (ITW) | $263.94 | $350.00 ➝ $270.00 | Overweight ➝ Neutral |
| Royal Bank Of Canada | Raises Target | Invesco (IVZ) | $29.50 | $35.00 ➝ $36.00 | Outperform ➝ Outperform |
| JPMorgan Chase & Co. | Raises Target | JBS (JBS) | $12.97 | $17.50 ➝ $18.00 | Overweight ➝ Overweight |
| Keefe, Bruyette & Woods | Lowers Target | Jones Lang LaSalle (JLL) | $300.05 | $415.00 ➝ $385.00 | Outperform ➝ Outperform |
| Barclays | Initiates | Joby Aviation (JOBY) | $5.44 | $6.00 ➝ $4.00 | Equal Weight ➝ Underweight |
| UBS Group | Lowers Target | Kimco Realty (KIM) | $22.16 | $29.00 ➝ $25.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Lowers Target | Kinsale Capital Group (KNSL) | $337.09 | $390.00 ➝ $375.00 | Neutral ➝ Neutral |
| Keefe, Bruyette & Woods | Lowers Target | KKR Real Estate Finance Trust (KREF) | $5.99 | $7.00 ➝ $6.50 | Market Perform ➝ Market Perform |
| Keefe, Bruyette & Woods | Lowers Target | Ladder Capital (LADR) | $8.78 | $10.75 ➝ $10.25 | Outperform ➝ Outperform |
| JPMorgan Chase & Co. | Lowers Target | Legend Biotech (LEGN) | $18.62 | $35.00 ➝ $33.00 | Neutral ➝ Neutral |
| BTIG Research | Lowers Target | Liftoff Mobile (LFTO) | $15.41 | $35.00 ➝ $27.00 | Buy ➝ Buy |
| TD Cowen | Lowers Target | L3Harris Technologies (LHX) | $237.08 | $370.00 ➝ $280.00 | Buy ➝ Buy |
| TD Cowen | Lowers Target | Lockheed Martin (LMT) | $509.74 | $600.00 ➝ $570.00 | Hold ➝ Hold |
| Keefe, Bruyette & Woods | Lowers Target | Lincoln National (LNC) | $40.28 | $51.00 ➝ $50.00 | Outperform ➝ Outperform |
| Barclays | Lowers Target | Las Vegas Sands (LVS) | $36.18 | $59.00 ➝ $57.00 | Overweight ➝ Overweight |
| Robert W. Baird | Raises Target | Mastercard (MA) | $589.42 | $660.00 ➝ $710.00 | Outperform ➝ Outperform |
| BNP Paribas Exane | Initiates | Macerich (MAC) | $22.28 | $28.00 | Outperform |
| Morgan Stanley | Initiates | Mobility Global (MBGL) | $18.22 | $19.00 | Equal Weight |
| Barclays | Raises Target | Magna International (MGA) | $64.00 | $68.00 ➝ $70.00 | Equal Weight ➝ Equal Weight |
| Barclays | Lowers Target | MGM Resorts International (MGM) | $29.23 | $48.00 ➝ $37.00 | Equal Weight ➝ Equal Weight |
| Morgan Stanley | Lowers Target | Miami International (MIAX) | $30.68 | $50.00 ➝ $43.00 | Equal Weight ➝ Equal Weight |
| Piper Sandler | Lowers Target | AG Mortgage Investment Trust (MITT) | $5.64 | $9.00 ➝ $8.00 | Overweight ➝ Overweight |
| Morgan Stanley | Raises Target | MarketAxess (MKTX) | $164.58 | $129.00 ➝ $167.00 | Equal Weight ➝ Equal Weight |
| JPMorgan Chase & Co. | Lowers Target | 3M (MMM) | $159.91 | $205.00 ➝ $185.00 | Overweight ➝ Overweight |
| TD Cowen | Lowers Target | Moog (MOG.A) | $363.42 | $450.00 ➝ $440.00 | Buy ➝ Buy |
| Shore Capital Group | Reiterates | Motorpoint Group (MOTR) | GBX 140 | | House Stock |
| TD Cowen | Lowers Target | Merlin, Inc. Common Stock (MRLN) | $1.25 | $4.00 | Buy ➝ Buy |
| Morgan Stanley | Lowers Target | Nasdaq (NDAQ) | $93.65 | $120.00 ➝ $118.00 | Overweight ➝ Overweight |
| Deutsche Bank Aktiengesellschaft | Reiterates | Next 15 Group (NFG) | GBX 295.90 | GBX 473 | Buy |
| Raymond James Financial | Initiates | Nektar Therapeutics (NKTR) | $41.17 | | Market Perform |
| BTIG Research | Reiterates | Nektar Therapeutics (NKTR) | $41.17 | $178.00 | Buy ➝ Buy |
| Piper Sandler | Lowers Target | Annaly Capital Management (NLY) | $18.33 | $25.00 ➝ $21.50 | Overweight ➝ Overweight |
| Keefe, Bruyette & Woods | Lowers Target | Newmark Group (NMRK) | $12.12 | $17.50 ➝ $16.00 | Outperform ➝ Outperform |
| TD Cowen | Lowers Target | Northrop Grumman (NOC) | $480.95 | $590.00 ➝ $540.00 | Hold ➝ Hold |
| Piper Sandler | Lowers Target | Northpointe Bancshares (NPB) | $15.87 | $21.50 ➝ $20.00 | Overweight ➝ Overweight |
| Keefe, Bruyette & Woods | Lowers Target | NexPoint Real Estate Finance (NREF) | $15.36 | $16.00 ➝ $15.00 | Market Perform ➝ Market Perform |
| JPMorgan Chase & Co. | Lowers Target | Nucor (NUE) | $250.25 | $308.00 ➝ $296.00 | Overweight ➝ Overweight |
| Piper Sandler | Lowers Target | Envista (NVST) | $22.95 | $28.00 ➝ $26.00 | Neutral ➝ Neutral |
| Barclays | Lowers Target | Omnicom Group (OMC) | $76.43 | $90.00 ➝ $88.00 | Equal Weight ➝ Equal Weight |
| Cantor Fitzgerald | Initiates | Ovid Therapeutics (OVID) | $2.46 | | Overweight |
| Jefferies Financial Group | Initiates | Plains All American Pipeline (PAA) | $24.34 | $27.00 | Buy |
| HC Wainwright | Reiterates | Pacira BioSciences (PCRX) | $36.31 | $38.00 ➝ $36.50 | Buy ➝ Neutral |
| Royal Bank Of Canada | Raises Target | Pacira BioSciences (PCRX) | $36.31 | $25.00 ➝ $36.50 | Sector Perform ➝ Sector Perform |
| Truist Financial | Reiterates | Pacira BioSciences (PCRX) | $36.31 | $31.00 ➝ $36.50 | Buy ➝ Hold |
| Bank of America | Initiates | Penguin Solutions (PENG) | $76.28 | $100.00 | Buy |
| BNP Paribas Exane | Lowers Target | PepsiCo (PEP) | $125.97 | $161.00 ➝ $157.00 | Outperform ➝ Outperform |
| JPMorgan Chase & Co. | Lowers Target | PepsiCo (PEP) | $125.97 | $138.00 ➝ $137.00 | Neutral ➝ Neutral |
| Citigroup | Lowers Target | PepsiCo (PEP) | $125.97 | $142.00 ➝ $135.00 | Neutral ➝ Neutral |
| JPMorgan Chase & Co. | Raises Target | Pfizer (PFE) | $28.27 | $28.00 ➝ $30.00 | Neutral ➝ Neutral |
| Keefe, Bruyette & Woods | Lowers Target | Principal Financial Group (PFG) | $107.24 | $117.00 ➝ $115.00 | Market Perform ➝ Market Perform |
| JPMorgan Chase & Co. | Lowers Target | Parker-Hannifin (PH) | $961.44 | $1,140.00 ➝ $1,131.00 | Overweight ➝ Overweight |
| Needham & Company LLC | Reiterates | Park Aerospace (PKE) | $26.35 | $43.00 | Buy ➝ Buy |
| Citizens Jmp | Reiterates | Park Aerospace (PKE) | $26.35 | $42.00 | Market Outperform ➝ Market Outperform |
| JPMorgan Chase & Co. | Lowers Target | Palomar (PLMR) | $130.76 | $167.00 ➝ $156.00 | Overweight ➝ Overweight |
| Royal Bank Of Canada | Lowers Target | PPG Industries (PPG) | $103.98 | $122.00 ➝ $115.00 | Sector Perform ➝ Sector Perform |
| Keefe, Bruyette & Woods | Lowers Target | Primerica (PRI) | $275.12 | $335.00 ➝ $330.00 | Market Perform ➝ Market Perform |
| Citigroup | Downgrades | Pershing Square (PS) | $54.53 | $45.00 | Neutral ➝ Sell |
| Barclays | Lowers Target | Polestar Automotive Holding UK (PSNY) | $5.26 | $15.00 ➝ $5.00 | Underweight ➝ Underweight |
| Raymond James Financial | Initiates | Quince Therapeutics (QNCX) | $31.73 | $72.00 | Outperform |
| Keefe, Bruyette & Woods | Lowers Target | Ready Capital (RC) | $1.32 | $1.40 ➝ $1.25 | Underperform ➝ Underperform |
| National Bank Financial | Raises Target | Richelieu Hardware (RCH) | C$37.63 | C$38.50 ➝ C$39.50 | Sector Perform |
| Needham & Company LLC | Reiterates | Reddit (RDDT) | $159.93 | $300.00 | Buy ➝ Buy |
| Morgan Stanley | Lowers Target | Raymond James Financial (RJF) | $158.31 | $174.00 ➝ $171.00 | Equal Weight ➝ Equal Weight |
| Maxim Group | Initiates | The RMR Group (RMR) | $17.71 | $26.00 | Buy |
| JPMorgan Chase & Co. | Lowers Target | RenaissanceRe (RNR) | $331.14 | $360.00 ➝ $355.00 | Neutral ➝ Neutral |
| KeyCorp | Lowers Target | RPM International (RPM) | $97.70 | $123.00 ➝ $117.00 | Overweight ➝ Overweight |
| JPMorgan Chase & Co. | Lowers Target | Regal Rexnord (RRX) | $165.24 | $240.00 ➝ $196.00 | Overweight ➝ Overweight |
| JPMorgan Chase & Co. | Raises Target | Reliance (RS) | $402.45 | $390.00 ➝ $400.00 | Neutral ➝ Neutral |
| TD Cowen | Lowers Target | RTX (RTX) | $185.99 | $240.00 ➝ $225.00 | Buy ➝ Buy |
| Citigroup | Lowers Target | Sunrun (RUN) | $7.64 | $16.00 ➝ $14.00 | Buy ➝ Buy |
| Barclays | Downgrades | Ryanair (RYAAY) | $54.24 | | Overweight ➝ Equal Weight |
| Royal Bank Of Canada | Lowers Target | Safehold (SAFE) | $11.99 | $16.00 ➝ $13.00 | Sector Perform ➝ Sector Perform |
| Cantor Fitzgerald | Raises Target | SailPoint (SAIL) | $20.77 | $25.00 ➝ $27.00 | Overweight ➝ Overweight |
| DA Davidson | Reiterates | Starbucks (SBUX) | $90.75 | $110.00 | Neutral ➝ Neutral |
| Citizens Jmp | Raises Target | Securitize (SECZ) | $13.80 | $15.00 ➝ $17.00 | Market Outperform ➝ Market Outperform |
| Bank of America | Downgrades | Smithfield Foods (SFD) | $18.61 | $21.00 | Buy ➝ Neutral |
| Royal Bank Of Canada | Lowers Target | SLM (SLM) | $22.52 | $29.00 ➝ $28.00 | Outperform ➝ Outperform |
| Northland Securities | Downgrades | Semtech (SMTC) | $187.30 | | Outperform ➝ Market Perform |
| Wolfe Research | Initiates | Sanofi (SNY) | $40.07 | | Peer Perform |
| TD Cowen | Reiterates | SpaceX (SPCX) | $162.57 | $200.00 | Buy ➝ Buy |
| BNP Paribas Exane | Initiates | Simon Property Group (SPG) | $199.40 | $222.00 | Neutral |
| JPMorgan Chase & Co. | Lowers Target | SPX Technologies (SPXC) | $169.45 | $282.00 ➝ $225.00 | Overweight ➝ Overweight |
| JPMorgan Chase & Co. | Lowers Target | Steel Dynamics (STLD) | $238.38 | $272.00 ➝ $260.00 | Neutral ➝ Neutral |
| Guggenheim | Lowers Target | STUB (STUB) | $6.12 | $11.00 ➝ $9.00 | Buy ➝ Buy |
| Keefe, Bruyette & Woods | Lowers Target | Starwood Property Trust (STWD) | $12.71 | $18.50 ➝ $16.00 | Outperform ➝ Outperform |
| Keefe, Bruyette & Woods | Lowers Target | Sunrise Realty Trust (SUNS) | $5.85 | $8.00 ➝ $6.50 | Market Perform ➝ Market Perform |
| Mizuho | Raises Target | Skyworks Solutions (SWKS) | $76.35 | $52.00 ➝ $61.00 | Underperform ➝ Underperform |
| Wolfe Research | Initiates | Southwest Gas (SWX) | $84.14 | $92.00 | Peer Perform |
| BMO Capital Markets | Initiates | Synchrony Financial (SYF) | $72.78 | $81.00 | Market Perform |
| Scotiabank | Lowers Target | AT&T (T) | $22.18 | $27.50 ➝ $26.50 | Sector Perform ➝ Sector Perform |
| TD Cowen | Lowers Target | Transdigm Group (TDG) | $1,107.93 | $1,450.00 ➝ $1,300.00 | Buy ➝ Buy |
| BTIG Research | Reiterates | Tidewater (TDW) | $85.15 | $120.00 | Buy ➝ Buy |
| Canaccord Genuity Group | Lowers Target | Tilray Brands (TLRY) | $3.54 | $4.50 ➝ $4.00 | Hold ➝ Hold |
| Scotiabank | Lowers Target | T-Mobile US (TMUS) | $148.58 | $217.00 ➝ $212.00 | Sector Outperform ➝ Sector Outperform |
| Shore Capital Group | Reiterates | Trainline (TRN) | GBX 209.40 | GBX 400 | Buy |
| JPMorgan Chase & Co. | Raises Target | Travelers Companies (TRV) | $368.62 | $348.00 ➝ $352.00 | Neutral ➝ Neutral |
| Deutsche Bank Aktiengesellschaft | Raises Target | Tesco (TSCO) | GBX 506.70 | GBX 525 ➝ GBX 550 | Buy |
| JPMorgan Chase & Co. | Initiates | Trane Technologies (TT) | $476.64 | $550.00 | Overweight |
| BTIG Research | Raises Target | Unity Software (U) | $46.95 | $51.00 ➝ $53.00 | Buy ➝ Buy |
| Freedom Broker | Initiates | Ultra Clean (UCTT) | $68.59 | $127.00 | Buy |
| Jefferies Financial Group | Reiterates | Unite Group (UTG) | GBX 423.20 | GBX 503 | Hold |
| Jefferies Financial Group | Initiates | Vicore Pharma (VCRE) | $9.00 | $25.00 | Buy |
| JPMorgan Chase & Co. | Upgrades | V.F. (VFC) | $15.02 | $18.00 | Underweight ➝ Neutral |
| Morgan Stanley | Lowers Target | Virtu Financial (VIRT) | $57.34 | $57.00 ➝ $56.00 | Underweight ➝ Underweight |
| Deutsche Bank Aktiengesellschaft | Reiterates | Vodafone Group Public (VOD) | GBX 118.35 | GBX 160 | Buy |
| Keefe, Bruyette & Woods | Reiterates | Voya Financial (VOYA) | $94.82 | $110.00 ➝ $108.00 | Outperform ➝ Market Perform |
| TD Cowen | Lowers Target | Voyager Technologies (VOYG) | $27.39 | $42.00 ➝ $36.00 | Buy ➝ Buy |
| Deutsche Bank Aktiengesellschaft | Reiterates | Vesuvius (VSVS) | GBX 466.80 | GBX 440 | Hold |
| Scotiabank | Lowers Target | Verizon Communications (VZ) | $41.72 | $51.50 ➝ $50.00 | Sector Outperform ➝ Sector Outperform |
| Keefe, Bruyette & Woods | Lowers Target | Walker & Dunlop (WD) | $33.08 | $57.00 ➝ $45.00 | Outperform ➝ Outperform |
| Jefferies Financial Group | Reiterates | Wickes Group (WIX) | GBX 201 | GBX 250 | Buy |
| TD Cowen | Lowers Target | Woodward (WWD) | $335.51 | $420.00 ➝ $380.00 | Hold ➝ Hold |
| Noble Financial | Reiterates | Xcel Brands (XELB) | $0.60 | | Outperform ➝ Outperform |
| Canaccord Genuity Group | Raises Target | Zeta Global (ZETA) | $33.10 | $30.00 ➝ $37.00 | Buy ➝ Buy |
| Needham & Company LLC | Raises Target | Zeta Global (ZETA) | $33.10 | $30.00 ➝ $40.00 | Buy ➝ Buy |
| Truist Financial | Lowers Target | Zions Bancorporation, N.A. (ZION) | $62.49 | $72.00 ➝ $67.00 | Hold ➝ Hold |
| Citizens Jmp | Raises Target | Zscaler (ZS) | $233.73 | $210.00 ➝ $265.00 | Market Outperform ➝ Market Outperform |
