| Jefferies Financial Group | Initiates | Agilent Technologies (A) | $132.17 | $135.00 | Hold |
| JPMorgan Chase & Co. | Lowers Target | Alcoa (AA) | $48.64 | $70.00 ➝ $55.00 | Neutral ➝ Neutral |
| Wells Fargo & Company | Raises Target | Alcoa (AA) | $48.64 | $71.00 ➝ $72.00 | Overweight ➝ Overweight |
| Bank of America | Lowers Target | Alcoa (AA) | $48.64 | $57.00 ➝ $51.00 | Underperform ➝ Underperform |
| JPMorgan Chase & Co. | Raises Target | AbbVie (ABBV) | $250.17 | $260.00 ➝ $280.00 | Overweight ➝ Overweight |
| Mizuho | Raises Target | Arch Capital Group (ACGL) | $101.14 | $101.00 ➝ $104.00 | Neutral ➝ Neutral |
| Citizens Jmp | Reiterates | Ares Commercial Real Estate (ACRE) | $4.44 | | Market Perform ➝ Market Perform |
| Wells Fargo & Company | Raises Target | Automatic Data Processing (ADP) | $239.64 | $214.00 ➝ $248.00 | Equal Weight ➝ Equal Weight |
| Barclays | Raises Target | Ameren (AEE) | $112.35 | $116.00 ➝ $117.00 | Equal Weight ➝ Equal Weight |
| Bank of America | Lowers Target | Agnico Eagle Mines (AEM) | $148.46 | $302.00 ➝ $240.00 | Buy ➝ Buy |
| Bank of America | Lowers Target | Alamos Gold (AGI) | $29.75 | $50.00 ➝ $39.00 | Buy ➝ Buy |
| Mizuho | Raises Target | American International Group (AIG) | $79.64 | $86.00 ➝ $89.00 | Neutral ➝ Neutral |
| Cantor Fitzgerald | Upgrades | American International Group (AIG) | $79.64 | $85.00 ➝ $92.00 | Neutral ➝ Overweight |
| Wolfe Research | Downgrades | Arthur J. Gallagher & Co. (AJG) | $253.02 | | Outperform ➝ Peer Perform |
| Mizuho | Raises Target | Arthur J. Gallagher & Co. (AJG) | $253.02 | $261.00 ➝ $287.00 | Outperform ➝ Outperform |
| Mizuho | Raises Target | Allstate (ALL) | $249.79 | $255.00 ➝ $272.00 | Outperform ➝ Outperform |
| William Blair | Initiates | Advanced Micro Devices (AMD) | $551.56 | | Market Perform |
| Mizuho | Raises Target | AON (AON) | $354.00 | $389.00 ➝ $426.00 | Outperform ➝ Outperform |
| Bank of America | Raises Target | Amphenol (APH) | $163.33 | $180.00 ➝ $185.00 | Buy ➝ Buy |
| Barclays | Raises Target | Apollo Global Management (APO) | $120.60 | $131.00 ➝ $132.00 | Overweight ➝ Overweight |
| Truist Financial | Lowers Target | Antero Resources (AR) | $34.50 | $56.00 ➝ $52.00 | Buy ➝ Buy |
| Citigroup | Lowers Target | ArcBest (ARCB) | $150.70 | $202.00 ➝ $178.00 | Buy ➝ Buy |
| Citizens Jmp | Lowers Target | Ares Management (ARES) | $121.57 | $190.00 ➝ $160.00 | Market Outperform ➝ Market Outperform |
| Barclays | Lowers Target | Ares Management (ARES) | $121.57 | $140.00 ➝ $139.00 | Overweight ➝ Overweight |
| Bank of America | Lowers Target | Aura Minerals (AUGO) | $62.86 | $122.00 ➝ $94.00 | Buy ➝ Buy |
| Barclays | Raises Target | Aveanna Healthcare (AVAH) | $9.40 | $9.00 ➝ $9.50 | Overweight ➝ Overweight |
| BTIG Research | Reiterates | AeroVironment (AVAV) | $150.08 | $205.00 | Buy ➝ Buy |
| Needham & Company LLC | Reiterates | AeroVironment (AVAV) | $150.08 | $225.00 | Buy ➝ Buy |
| Scotiabank | Raises Target | AvalonBay Communities (AVB) | $190.49 | $187.00 ➝ $195.00 | Sector Perform ➝ Sector Perform |
| Citigroup | Lowers Target | Avery Dennison (AVY) | $160.85 | $185.00 ➝ $184.00 | Neutral ➝ Neutral |
| Bank of America | Raises Target | American Express (AXP) | $347.47 | $387.00 ➝ $391.00 | Buy ➝ Buy |
| Mizuho | Raises Target | Axis Capital (AXS) | $112.81 | $137.00 ➝ $142.00 | Outperform ➝ Outperform |
| Bank of America | Lowers Target | Barrick Mining (B) | $36.73 | $58.00 ➝ $56.00 | Buy ➝ Buy |
| B. Riley Financial | Raises Target | Bandwidth (BAND) | $75.10 | $55.00 ➝ $85.00 | Buy ➝ Buy |
| Robert W. Baird | Reiterates | Bloom Energy (BE) | $263.27 | $310.00 | Outperform ➝ Outperform |
| Northland Securities | Upgrades | Better Home & Finance (BETR) | $25.25 | $38.00 | Market Perform ➝ Outperform |
| Canaccord Genuity Group | Reiterates | Bango (BGO) | GBX 71.65 | GBX 181 | Buy |
| Barclays | Raises Target | BlackRock (BLK) | $1,018.01 | $1,310.00 ➝ $1,340.00 | Overweight ➝ Overweight |
| Canaccord Genuity Group | Lowers Target | Boku (BOKU) | GBX 96 | GBX 324 ➝ GBX 263 | Buy |
| Stephens | Reiterates | BellRing Brands (BRBR) | $12.35 | $20.00 | Overweight ➝ Overweight |
| Mizuho | Raises Target | Brown & Brown (BRO) | $67.61 | $74.00 ➝ $81.00 | Outperform ➝ Outperform |
| UBS Group | Raises Target | Brixmor Property Group (BRX) | $31.13 | $34.00 ➝ $37.00 | Buy ➝ Buy |
| Barclays | Raises Target | BorgWarner (BWA) | $65.38 | $75.00 ➝ $83.00 | Overweight ➝ Overweight |
| Barclays | Lowers Target | Blackstone (BX) | $122.40 | $124.00 ➝ $119.00 | Equal Weight ➝ Equal Weight |
| Citizens Jmp | Lowers Target | Blackstone (BX) | $122.40 | $190.00 ➝ $165.00 | Market Outperform ➝ Market Outperform |
| Berenberg Bank | Reiterates | Central Asia Metals (CAML) | GBX 136.20 | GBX 190 | Buy |
| Mizuho | Raises Target | Chubb (CB) | $349.87 | $335.00 ➝ $352.00 | Neutral ➝ Neutral |
| Barclays | Lowers Target | Cboe Global Markets (CBOE) | $265.15 | $382.00 ➝ $347.00 | Overweight ➝ Overweight |
| Jefferies Financial Group | Reiterates | Computacenter (CCC) | GBX 4,434 | GBX 5,300 | Buy |
| Bank of America | Lowers Target | Cameco (CCJ) | $96.40 | $143.00 ➝ $140.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Initiates | CECO Environmental (CECO) | $82.64 | $130.00 | Overweight |
| Needham & Company LLC | Lowers Target | Celsius (CELH) | $30.66 | $75.00 ➝ $55.00 | Buy ➝ Buy |
| Barclays | Lowers Target | Carlyle Group (CG) | $44.30 | $63.00 ➝ $57.00 | Overweight ➝ Overweight |
| Citizens Jmp | Lowers Target | Carlyle Group (CG) | $44.30 | $75.00 ➝ $70.00 | Market Outperform ➝ Market Outperform |
| Bank of America | Raises Target | Chemed (CHE) | $483.82 | $450.00 ➝ $510.00 | Neutral ➝ Neutral |
| TD Cowen | Lowers Target | CI&T (CINT) | $3.40 | $8.00 ➝ $6.00 | Buy ➝ Buy |
| Bank of America | Lowers Target | Cleveland-Cliffs (CLF) | $9.32 | $14.00 ➝ $11.50 | Neutral ➝ Neutral |
| Wells Fargo & Company | Lowers Target | Cleveland-Cliffs (CLF) | $9.32 | $14.00 ➝ $9.00 | Equal Weight ➝ Equal Weight |
| Barclays | Raises Target | Clean Harbors (CLH) | $302.06 | $304.00 ➝ $305.00 | Equal Weight ➝ Equal Weight |
| Bank of America | Lowers Target | Commercial Metals (CMC) | $60.96 | $84.00 ➝ $78.00 | Buy ➝ Buy |
| Barclays | Lowers Target | CME Group (CME) | $237.92 | $316.00 ➝ $270.00 | Equal Weight ➝ Equal Weight |
| Citigroup | Raises Target | Canadian National Railway (CNI) | $124.28 | $124.00 ➝ $141.00 | Buy ➝ Buy |
| Oppenheimer | Initiates | Connect Biopharma (CNTB) | $2.57 | $8.00 | Outperform |
| Bank of America | Lowers Target | Capital One Financial (COF) | $200.07 | $234.00 ➝ $231.00 | Buy ➝ Buy |
| Northland Securities | Initiates | Institutional Financial Markets (COHN) | $14.05 | $20.00 | Outperform |
| Barclays | Lowers Target | Coinbase Global (COIN) | $159.51 | $107.00 ➝ $99.00 | Underweight ➝ Underweight |
| Citizens Jmp | Lowers Target | Coinbase Global (COIN) | $159.51 | $355.00 ➝ $325.00 | Market Outperform ➝ Market Outperform |
| JPMorgan Chase & Co. | Lowers Target | Costco Wholesale (COST) | $913.12 | $1,110.00 ➝ $1,100.00 | Overweight ➝ Overweight |
| Citigroup | Raises Target | Canadian Pacific Kansas City (CP) | $90.79 | $97.00 ➝ $106.00 | Buy ➝ Buy |
| Benchmark | Initiates | CPB (CPF) | $38.47 | $44.00 | Buy |
| Scotiabank | Raises Target | Camden Property Trust (CPT) | $114.03 | $102.00 ➝ $109.00 | Sector Underperform ➝ Sector Underperform |
| Mizuho | Raises Target | Corebridge Financial (CRBG) | $30.55 | $35.00 ➝ $36.00 | Outperform ➝ Outperform |
| HC Wainwright | Reiterates | CervoMed (CRVO) | $3.50 | | Buy ➝ Buy |
| Wells Fargo & Company | Lowers Target | Constellium (CSTM) | $29.91 | $39.00 ➝ $37.00 | Overweight ➝ Overweight |
| Jefferies Financial Group | Downgrades | CVS Group (CVSG) | GBX 1,238 | GBX 1,420 ➝ GBX 1,350 | Hold |
| Barclays | Reiterates | Caesars Entertainment (CZR) | $29.78 | $35.00 ➝ $31.00 | Overweight ➝ Equal Weight |
| Citizens Jmp | Raises Target | Dave (DAVE) | $380.50 | $365.00 ➝ $450.00 | Market Outperform ➝ Market Outperform |
| TD Cowen | Lowers Target | Domino's Pizza (DPZ) | $302.75 | $350.00 ➝ $295.00 | Hold ➝ Hold |
| Truist Financial | Raises Target | Dynatrace (DT) | $44.96 | $45.00 ➝ $55.00 | Buy ➝ Buy |
| HC Wainwright | Reiterates | Precision BioSciences (DTIL) | $9.06 | | Buy ➝ Buy |
| Truist Financial | Lowers Target | Devon Energy (DVN) | $42.06 | $66.00 ➝ $61.00 | Buy ➝ Buy |
| TD Cowen | Lowers Target | DXC Technology (DXC) | $9.26 | $11.00 ➝ $10.00 | Hold ➝ Hold |
| Wells Fargo & Company | Raises Target | eBay (EBAY) | $117.31 | $104.00 ➝ $105.00 | Equal Weight ➝ Equal Weight |
| Stephens | Reiterates | Excelerate Energy (EE) | $38.57 | $45.00 | Overweight ➝ Overweight |
| Mizuho | Raises Target | Everest Group (EG) | $371.12 | $388.00 ➝ $418.00 | Neutral ➝ Neutral |
| Bank of America | Raises Target | Eldorado Gold (EGO) | $30.69 | $31.00 ➝ $33.00 | Underperform ➝ Underperform |
| HC Wainwright | Raises Target | Enliven Therapeutics (ELVN) | $50.13 | $56.00 ➝ $64.00 | Buy ➝ Buy |
| TD Cowen | Lowers Target | EPAM Systems (EPAM) | $86.08 | $170.00 ➝ $131.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Raises Target | Enterprise Products Partners (EPD) | $37.41 | $41.00 ➝ $42.00 | Neutral ➝ Neutral |
| Mizuho | Raises Target | Equitable (EQH) | $46.99 | $61.00 ➝ $62.00 | Outperform ➝ Outperform |
| Wolfe Research | Downgrades | Equitable (EQH) | $46.99 | | Outperform ➝ Peer Perform |
| Scotiabank | Raises Target | Equity Residential (EQR) | $68.48 | $67.00 ➝ $70.00 | Sector Perform ➝ Sector Perform |
| Scotiabank | Raises Target | Essex Property Trust (ESS) | $292.75 | $290.00 ➝ $307.00 | Sector Outperform ➝ Sector Outperform |
| HC Wainwright | Reiterates | Endeavour Silver (EXK) | $8.25 | $17.00 | Buy ➝ Buy |
| UBS Group | Raises Target | Expeditors International of Washington (EXPD) | $169.68 | $175.00 ➝ $191.00 | Buy ➝ Buy |
| Barclays | Raises Target | Ford Motor (F) | $13.69 | $13.00 ➝ $14.00 | Equal Weight ➝ Equal Weight |
| Keefe, Bruyette & Woods | Reiterates | First Citizens BancShares (FCNCA) | $2,088.45 | $2,300.00 | Outperform ➝ Market Perform |
| JPMorgan Chase & Co. | Raises Target | Freeport-McMoRan (FCX) | $60.81 | $73.00 ➝ $77.00 | Overweight ➝ Overweight |
| Bank of America | Raises Target | Freeport-McMoRan (FCX) | $60.81 | $74.00 ➝ $80.00 | Buy ➝ Buy |
| Barclays | Raises Target | Flutter Entertainment (FLUT) | $110.20 | $150.00 ➝ $151.00 | Overweight ➝ Overweight |
| Bank of America | Lowers Target | Franco-Nevada (FNV) | $207.85 | $276.00 ➝ $238.00 | Neutral ➝ Neutral |
| Truist Financial | Raises Target | JFrog (FROG) | $96.43 | $80.00 ➝ $105.00 | Buy ➝ Buy |
| JonesTrading | Initiates | Flotek Industries (FTK) | $25.14 | $40.00 | Buy |
| TD Cowen | Lowers Target | Genpact (G) | $29.40 | $47.00 ➝ $42.00 | Buy ➝ Buy |
| TD Cowen | Lowers Target | Grid Dynamics (GDYN) | $5.83 | $10.00 ➝ $8.00 | Buy ➝ Buy |
| Wells Fargo & Company | Lowers Target | Global Payments (GPN) | $73.86 | $105.00 ➝ $95.00 | Overweight ➝ Overweight |
| Barclays | Lowers Target | Grab (GRAB) | $3.85 | $7.00 ➝ $5.00 | Overweight ➝ Overweight |
| Bank of America | Reiterates | Goldman Sachs BDC (GSBD) | $8.65 | $9.00 ➝ $8.50 | Neutral ➝ Underperform |
| Cantor Fitzgerald | Raises Target | Goosehead Insurance (GSHD) | $51.97 | $67.00 ➝ $76.00 | Overweight ➝ Overweight |
| Truist Financial | Raises Target | GitLab (GTLB) | $34.31 | $25.00 ➝ $30.00 | Hold ➝ Hold |
| Citigroup | Lowers Target | ZoomInfo Technologies (GTM) | $2.93 | $4.00 ➝ $2.00 | Sell ➝ Sell |
| The Goldman Sachs Group | Reiterates | Granite Construction (GVA) | $127.87 | $141.00 ➝ $139.00 | Neutral ➝ Sell |
| Wolfe Research | Upgrades | W.W. Grainger (GWW) | $1,364.27 | | Underperform ➝ Peer Perform |
| Bank of America | Lowers Target | HudBay Minerals (HBM) | $21.34 | $33.50 ➝ $29.50 | Buy ➝ Buy |
| Cantor Fitzgerald | Initiates | HCI Group (HCI) | $178.73 | $225.00 | Overweight |
| Canaccord Genuity Group | Raises Target | Helen of Troy (HELE) | $28.74 | $23.00 ➝ $25.00 | Hold ➝ Hold |
| Cantor Fitzgerald | Raises Target | The Hartford Insurance Group (HIG) | $138.88 | $156.00 ➝ $158.00 | Overweight ➝ Overweight |
| Mizuho | Raises Target | The Hartford Insurance Group (HIG) | $138.88 | $154.00 ➝ $163.00 | Outperform ➝ Outperform |
| Bank of America | Raises Target | Hims & Hers Health (HIMS) | $35.99 | $36.00 ➝ $37.00 | Neutral ➝ Neutral |
| Wolfe Research | Upgrades | Houlihan Lokey (HLI) | $137.67 | | Underperform ➝ Peer Perform |
| Argus | Initiates | Honeywell Aerospace (HONA) | $223.93 | $275.00 | Buy |
| Barclays | Raises Target | Robinhood Markets (HOOD) | $116.43 | $82.00 ➝ $122.00 | Overweight ➝ Overweight |
| JPMorgan Chase & Co. | Raises Target | Healthcare Realty Trust (HR) | $20.81 | $19.00 ➝ $21.00 | Neutral ➝ Neutral |
| Shore Capital Group | Reiterates | Hostelworld Group (HSW) | GBX 107 | GBX 230 | Buy |
| Berenberg Bank | Reiterates | Hostelworld Group (HSW) | GBX 107 | GBX 171 | Buy |
| Keefe, Bruyette & Woods | Raises Target | Hancock Whitney (HWC) | $75.28 | $72.00 ➝ $78.00 | Market Perform ➝ Market Perform |
| Bank of America | Lowers Target | Iamgold (IAG) | $15.47 | $22.50 ➝ $21.00 | Buy ➝ Buy |
| Barclays | Raises Target | Interactive Brokers Group (IBKR) | $96.22 | $93.00 ➝ $108.00 | Overweight ➝ Overweight |
| Barclays | Lowers Target | Intercontinental Exchange (ICE) | $132.52 | $201.00 ➝ $180.00 | Overweight ➝ Overweight |
| JPMorgan Chase & Co. | Lowers Target | Ivanhoe Electric (IE) | $9.03 | $21.00 ➝ $20.00 | Overweight ➝ Overweight |
| TD Cowen | Lowers Target | Infosys (INFY) | $11.07 | $13.00 ➝ $10.00 | Hold ➝ Hold |
| JPMorgan Chase & Co. | Raises Target | International Paper (IP) | $37.56 | $43.00 ➝ $51.00 | Neutral ➝ Neutral |
| Royal Bank Of Canada | Raises Target | Jet2 (JET2) | GBX 1,446 | GBX 1,800 ➝ GBX 1,900 | Outperform |
| Wells Fargo & Company | Reiterates | Kaiser Aluminum (KALU) | $164.71 | $158.00 | Equal Weight ➝ Underweight |
| Benchmark | Raises Target | Knight-Swift Transportation (KNX) | $78.15 | $75.00 ➝ $90.00 | Buy ➝ Buy |
| Bank of America | Raises Target | Lithia Motors (LAD) | $309.59 | $350.00 ➝ $417.00 | Buy ➝ Buy |
| Barclays | Raises Target | Lear (LEA) | $134.71 | $150.00 ➝ $155.00 | Equal Weight ➝ Equal Weight |
| Bank of America | Lowers Target | Centrus Energy (LEU) | $173.74 | $240.00 ➝ $205.00 | Neutral ➝ Neutral |
| BTIG Research | Reiterates | Levi Strauss & Co. (LEVI) | $24.58 | $27.00 | Buy ➝ Buy |
| Needham & Company LLC | Reiterates | Levi Strauss & Co. (LEVI) | $24.58 | $28.00 | Buy ➝ Buy |
| Bank of America | Raises Target | Ligand Pharmaceuticals (LGND) | $315.83 | $266.00 ➝ $388.00 | Buy ➝ Buy |
| Mizuho | Raises Target | Lincoln National (LNC) | $39.89 | $48.00 ➝ $51.00 | Outperform ➝ Outperform |
| B. Riley Financial | Raises Target | Lantheus (LNTH) | $105.46 | $97.00 ➝ $129.00 | Buy ➝ Buy |
| Barclays | Lowers Target | LPL Financial (LPLA) | $312.45 | $412.00 ➝ $394.00 | Overweight ➝ Overweight |
| Mizuho | Raises Target | Lam Research (LRCX) | $357.37 | $380.00 ➝ $400.00 | Outperform ➝ Outperform |
| Canaccord Genuity Group | Raises Target | Lantronix (LTRX) | $5.77 | $10.50 ➝ $11.00 | Buy ➝ Buy |
| Barclays | Lowers Target | Las Vegas Sands (LVS) | $46.35 | $65.00 ➝ $63.00 | Overweight ➝ Overweight |
| JPMorgan Chase & Co. | Raises Target | Lamb Weston (LW) | $45.91 | $43.00 ➝ $48.00 | Neutral ➝ Neutral |
| Scotiabank | Raises Target | Mid-America Apartment Communities (MAA) | $137.18 | $129.00 ➝ $137.00 | Sector Underperform ➝ Sector Underperform |
| Truist Financial | Raises Target | MongoDB (MDB) | $359.87 | $375.00 ➝ $400.00 | Buy ➝ Buy |
| Mizuho | Raises Target | MetLife (MET) | $91.42 | $95.00 ➝ $102.00 | Outperform ➝ Outperform |
| Barclays | Raises Target | MGM Resorts International (MGM) | $46.84 | $39.00 ➝ $48.00 | Equal Weight ➝ Equal Weight |
| Barclays | Lowers Target | MarketAxess (MKTX) | $113.05 | $170.00 ➝ $132.00 | Equal Weight ➝ Equal Weight |
| JPMorgan Chase & Co. | Lowers Target | Mondi (MNDI) | GBX 694.21 | GBX 1,040 ➝ GBX 840 | Neutral |
| Cantor Fitzgerald | Initiates | Merlin, Inc. Common Stock (MRLN) | $4.47 | $11.00 | Overweight |
| Mizuho | Raises Target | Marsh & McLennan Companies (MRSH) | $178.41 | $194.00 ➝ $197.00 | Neutral ➝ Neutral |
| Cantor Fitzgerald | Raises Target | Marsh & McLennan Companies (MRSH) | $178.41 | $210.00 ➝ $218.00 | Overweight ➝ Overweight |
| Barclays | Raises Target | Marex Group plc Ordinary Shares (MRX) | $69.93 | $60.00 ➝ $76.00 | Overweight ➝ Overweight |
| The Goldman Sachs Group | Reiterates | Madison Square Garden Entertainment (MSGE) | $75.18 | $72.00 ➝ $82.00 | Buy ➝ Neutral |
| HC Wainwright | Raises Target | Satellos Bioscience (MSLE) | $9.38 | $11.00 ➝ $18.00 | Buy ➝ Buy |
| Wells Fargo & Company | Raises Target | ArcelorMittal (MT) | $62.57 | $61.00 ➝ $62.00 | Equal Weight ➝ Equal Weight |
| Cantor Fitzgerald | Raises Target | MasTec (MTZ) | $391.16 | $545.00 ➝ $581.00 | Overweight ➝ Overweight |
| Barclays | Lowers Target | Nasdaq (NDAQ) | $87.07 | $114.00 ➝ $108.00 | Overweight ➝ Overweight |
| Bank of America | Lowers Target | Newmont (NEM) | $94.59 | $157.00 ➝ $132.00 | Buy ➝ Buy |
| Bank of America | Raises Target | Nexa Resources (NEXA) | $13.56 | $12.00 ➝ $14.00 | Underperform ➝ Underperform |
| Craig Hallum | Upgrades | Nexxen International (NEXN) | $9.65 | $12.00 | Hold ➝ Buy |
| HC Wainwright | Reiterates | Terra Innovatum Global S.R.L. (NKLR) | $4.83 | $25.00 | Buy ➝ Buy |
| Truist Financial | Raises Target | ServiceNow (NOW) | $107.84 | $120.00 ➝ $130.00 | Buy ➝ Buy |
| Mizuho | Raises Target | Neptune Insurance (NP) | $31.92 | $29.00 ➝ $32.00 | Neutral ➝ Neutral |
| Bank of America | Lowers Target | Nucor (NUE) | $225.52 | $290.00 ➝ $280.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Raises Target | NorthWestern (NWE) | $70.60 | $73.00 ➝ $76.00 | Neutral ➝ Neutral |
| Bank of America | Raises Target | Openlane (OPLN) | $40.45 | $37.00 ➝ $44.00 | Neutral ➝ Neutral |
| Citizens Jmp | Lowers Target | Blue Owl Capital (OWL) | $9.36 | $21.00 ➝ $17.00 | Market Outperform ➝ Market Outperform |
| Barclays | Lowers Target | Blue Owl Capital (OWL) | $9.36 | $10.00 ➝ $9.00 | Equal Weight ➝ Equal Weight |
| Bank of America | Lowers Target | Pan American Silver (PAAS) | $44.02 | $77.00 ➝ $69.00 | Buy ➝ Buy |
| Bank of America | Raises Target | Penske Automotive Group (PAG) | $187.82 | $200.00 ➝ $238.00 | Buy ➝ Buy |
| Mizuho | Raises Target | Par Pacific (PARR) | $66.58 | $79.00 ➝ $80.00 | Outperform ➝ Outperform |
| Truist Financial | Raises Target | PagerDuty (PD) | $10.30 | $9.00 ➝ $11.00 | Buy ➝ Buy |
| Barclays | Raises Target | Penguin Solutions (PENG) | $87.12 | $27.00 ➝ $40.00 | Equal Weight ➝ Equal Weight |
| Barclays | Raises Target | PENN Entertainment (PENN) | $20.97 | $24.00 ➝ $26.00 | Overweight ➝ Overweight |
| Mizuho | Raises Target | Progressive (PGR) | $230.49 | $217.00 ➝ $243.00 | Neutral ➝ Neutral |
| Citigroup | Raises Target | Packaging Corporation of America (PKG) | $226.97 | $229.00 ➝ $241.00 | Neutral ➝ Neutral |
| JPMorgan Chase & Co. | Raises Target | Packaging Corporation of America (PKG) | $226.97 | $246.00 ➝ $269.00 | Overweight ➝ Overweight |
| Wells Fargo & Company | Reiterates | Packaging Corporation of America (PKG) | $226.97 | $245.00 ➝ $246.00 | Overweight ➝ Equal Weight |
| JPMorgan Chase & Co. | Raises Target | Planet Fitness (PLNT) | $51.60 | $60.00 ➝ $62.00 | Overweight ➝ Overweight |
| HC Wainwright | Initiates | Polaryx Therapeutics (PLYX) | $2.51 | $7.00 | Buy |
| JPMorgan Chase & Co. | Initiates | Perimeter Solutions (PRM) | $34.79 | $50.00 | Overweight |
| Mizuho | Raises Target | Prudential Financial (PRU) | $115.65 | $101.00 ➝ $109.00 | Neutral ➝ Neutral |
| Arete Research | Reiterates | Paramount Skydance (PSKY) | $9.29 | $2.00 | Neutral ➝ Sell |
| Barclays | Raises Target | Phillips 66 (PSX) | $189.61 | $177.00 ➝ $183.00 | Equal Weight ➝ Equal Weight |
| Jefferies Financial Group | Reiterates | Playtech (PTEC) | GBX 374.07 | GBX 405 | Hold |
| TD Cowen | Raises Target | Restaurant Brands International (QSR) | $75.22 | $79.00 ➝ $80.00 | Hold ➝ Hold |
| Piper Sandler | Lowers Target | Regeneron Pharmaceuticals (REGN) | $665.79 | $855.00 ➝ $854.00 | Overweight ➝ Overweight |
| Citizens Jmp | Raises Target | Raymond James Financial (RJF) | $169.75 | $190.00 ➝ $200.00 | Market Outperform ➝ Market Outperform |
| Barclays | Raises Target | Raymond James Financial (RJF) | $169.75 | $182.00 ➝ $192.00 | Overweight ➝ Overweight |
| Mizuho | Raises Target | RenaissanceRe (RNR) | $314.55 | $325.00 ➝ $329.00 | Neutral ➝ Neutral |
| Barclays | Raises Target | Red Rock Resorts (RRR) | $64.03 | $65.00 ➝ $72.00 | Overweight ➝ Overweight |
| Wells Fargo & Company | Lowers Target | Reliance (RS) | $382.39 | $376.00 ➝ $372.00 | Equal Weight ➝ Equal Weight |
| Jefferies Financial Group | Reiterates | Rentokil Initial (RTO) | GBX 446.84 | GBX 550 | Buy |
| Keefe, Bruyette & Woods | Upgrades | Redwood Trust (RWT) | $5.10 | $7.00 ➝ $6.00 | Market Perform ➝ Outperform |
| Wolfe Research | Downgrades | Ryan Specialty (RYAN) | $40.80 | | Outperform ➝ Peer Perform |
| Mizuho | Raises Target | Ryan Specialty (RYAN) | $40.80 | $35.00 ➝ $39.00 | Neutral ➝ Neutral |
| Berenberg Bank | Reiterates | Saga (SAGA) | GBX 618 | GBX 1,025 | Buy |
| Bank of America | Raises Target | Sonic Automotive (SAH) | $93.39 | $91.00 ➝ $108.00 | Buy ➝ Buy |
| Oppenheimer | Lowers Target | Saratoga Investment (SAR) | $17.91 | $22.00 ➝ $21.00 | Market Perform ➝ Market Perform |
| B. Riley Financial | Lowers Target | Saratoga Investment (SAR) | $17.91 | $23.00 ➝ $22.00 | Neutral ➝ Neutral |
| Citizens Jmp | Lowers Target | Sharplink Gaming (SBET) | $5.29 | $30.00 | Market Outperform ➝ Market Outperform |
| Wells Fargo & Company | Raises Target | Southern Copper (SCCO) | $174.28 | $171.00 ➝ $172.00 | Equal Weight ➝ Equal Weight |
| Barclays | Lowers Target | Charles Schwab (SCHW) | $102.52 | $127.00 ➝ $122.00 | Overweight ➝ Overweight |
| Jefferies Financial Group | Raises Target | SEGRO (SGRO) | GBX 868.80 | GBX 855 ➝ GBX 917 | Hold |
| B. Riley Financial | Initiates | SharonAI Holdings, Inc. Class A Common Stock (SHAZ) | $83.48 | $124.00 | Buy |
| Berenberg Bank | Reiterates | Shell (SHEL) | GBX 3,041 | GBX 4,000 | Buy |
| Truist Financial | Upgrades | Solstice Advanced Mat (SOLS) | $62.28 | $90.00 ➝ $48.00 | Hold ➝ Buy |
| Citigroup | Raises Target | Sonoco Products (SON) | $55.81 | $63.00 ➝ $66.00 | Buy ➝ Buy |
| Deutsche Bank Aktiengesellschaft | Downgrades | Simon Property Group (SPG) | $221.95 | $220.00 | Buy ➝ Hold |
| Rosenblatt Securities | Lowers Target | Spotify Technology (SPOT) | $479.13 | $534.00 ➝ $531.00 | Neutral ➝ Neutral |
| Wells Fargo & Company | Lowers Target | Spotify Technology (SPOT) | $479.13 | $600.00 ➝ $570.00 | Overweight ➝ Overweight |
| Barclays | Lowers Target | Sempra Energy (SRE) | $94.68 | $105.00 ➝ $103.00 | Overweight ➝ Overweight |
| Piper Sandler | Lowers Target | Sarepta Therapeutics (SRPT) | $20.14 | $23.00 ➝ $20.00 | Neutral ➝ Neutral |
| Wolfe Research | Upgrades | Sarepta Therapeutics (SRPT) | $20.14 | $27.00 | Peer Perform ➝ Outperform |
| Bank of America | Lowers Target | Silver Standard Resources (SSRM) | $29.16 | $41.00 ➝ $40.00 | Buy ➝ Buy |
| Barclays | Lowers Target | StepStone Group (STEP) | $44.16 | $62.00 ➝ $60.00 | Overweight ➝ Overweight |
| JPMorgan Chase & Co. | Reiterates | Stellantis (STLA) | $5.34 | | Overweight ➝ Neutral |
| Bank of America | Lowers Target | Steel Dynamics (STLD) | $224.78 | $280.00 ➝ $260.00 | Neutral ➝ Neutral |
| Cantor Fitzgerald | Raises Target | Supernus Pharmaceuticals (SUPN) | $48.16 | $63.00 ➝ $67.00 | Overweight ➝ Overweight |
| JPMorgan Chase & Co. | Raises Target | Smurfit Westrock (SW) | $43.33 | $62.00 ➝ $65.00 | Overweight ➝ Overweight |
| HC Wainwright | Reiterates | Tarsus Pharmaceuticals (TARS) | $63.29 | $88.00 | Buy ➝ Buy |
| Keefe, Bruyette & Woods | Upgrades | Bancorp (TBBK) | $67.59 | $72.00 ➝ $77.00 | Market Perform ➝ Outperform |
| JPMorgan Chase & Co. | Lowers Target | Teck Resources (TECK) | $59.05 | $48.00 ➝ $46.00 | Neutral ➝ Neutral |
| Bank of America | Lowers Target | Triple Flag Precious Metals (TFPM) | $28.46 | $39.00 ➝ $37.00 | Buy ➝ Buy |
| Raymond James Financial | Initiates | First Financial Corporation Indiana (THFF) | $75.19 | | Market Perform ➝ Market Perform |
| Berenberg Bank | Reiterates | LON:TIN (TIN) | GBX 112.25 | GBX 151 | Buy |
| Citizens Jmp | Lowers Target | TPG (TPG) | $43.06 | $75.00 ➝ $68.00 | Market Outperform ➝ Market Outperform |
| JPMorgan Chase & Co. | Raises Target | Targa Resources (TRGP) | $276.00 | $291.00 ➝ $315.00 | Overweight ➝ Overweight |
| Mizuho | Raises Target | Travelers Companies (TRV) | $337.91 | $304.00 ➝ $324.00 | Neutral ➝ Neutral |
| Citizens Jmp | Initiates | Tesla (TSLA) | $404.22 | | Market Perform |
| Lake Street Capital | Initiates | Twin Disc (TWIN) | $22.88 | $30.00 | Buy |
| Wells Fargo & Company | Upgrades | Ternium (TX) | $43.57 | $43.00 ➝ $45.00 | Underweight ➝ Equal Weight |
| Scotiabank | Raises Target | United Dominion Realty Trust (UDR) | $39.75 | $38.00 ➝ $41.00 | Sector Perform ➝ Sector Perform |
| Citigroup | Raises Target | United Parcel Service (UPS) | $113.10 | $127.00 ➝ $132.00 | Buy ➝ Buy |
| Wells Fargo & Company | Lowers Target | Vale (VALE) | $14.16 | $16.00 ➝ $15.00 | Equal Weight ➝ Equal Weight |
| Royal Bank Of Canada | Reiterates | Vistry Group (VTY) | GBX 241.40 | GBX 180 | Underperform |
| Citigroup | Raises Target | Werner Enterprises (WERN) | $44.90 | $37.00 ➝ $47.00 | Neutral ➝ Neutral |
| TD Cowen | Reiterates | Wingstop (WING) | $160.72 | $160.00 | Hold ➝ Hold |
| Jefferies Financial Group | Lowers Target | Wise (WISE) | GBX 947 | GBX 1,299 ➝ GBX 1,239 | Buy |
| Bank of America | Lowers Target | Wheaton Precious Metals (WPM) | $110.52 | $163.00 ➝ $145.00 | Buy ➝ Buy |
| Mizuho | Raises Target | W.R. Berkley (WRB) | $71.83 | $68.00 ➝ $72.00 | Neutral ➝ Neutral |
| Mizuho | Raises Target | Willis Towers Watson Public (WTW) | $289.99 | $338.00 ➝ $361.00 | Outperform ➝ Outperform |
| Barclays | Lowers Target | Wynn Resorts (WYNN) | $99.19 | $139.00 ➝ $134.00 | Overweight ➝ Overweight |
| Barclays | Raises Target | Xcel Energy (XEL) | $78.88 | $87.00 ➝ $90.00 | Overweight ➝ Overweight |
| Mizuho | Lowers Target | ExxonMobil (XOM) | $137.70 | $175.00 ➝ $170.00 | Neutral ➝ Neutral |
| Citigroup | Lowers Target | XPO (XPO) | $210.86 | $236.00 ➝ $226.00 | Neutral ➝ Neutral |
