| Needham & Company LLC | Reiterates | Apple (AAPL) | $173.03 | $220.00 | Buy ➝ Buy | Low |
| Monness Crespi & Hardt | Raises Target | Apple (AAPL) | $173.03 | $200.00 ➝ $205.00 | Buy | Low |
| Rosenblatt Securities | Reiterates | Apple (AAPL) | $173.03 | $189.00 ➝ $196.00 | Neutral ➝ Neutral | Low |
| Mizuho | Lowers Target | Acadia Healthcare (ACHC) | $66.73 | $84.00 ➝ $70.00 | Neutral ➝ Neutral | Low |
| Craig Hallum | Upgrades | Axcelis Technologies (ACLS) | $106.64 | $130.00 | Hold ➝ Buy | Low |
| Needham & Company LLC | Reiterates | Axcelis Technologies (ACLS) | $106.64 | | Hold | Low |
| Jefferies Financial Group | Downgrades | AJ Bell (AJB) | GBX 333.57 | GBX 361 | Hold | N/A |
| Chardan Capital | Reiterates | Alnylam Pharmaceuticals (ALNY) | $150.31 | $225.00 ➝ $225.00 | Buy ➝ Buy | Low |
| Needham & Company LLC | Reiterates | Altair Engineering (ALTR) | $81.75 | $100.00 | Buy ➝ Buy | Low |
| William Blair | Upgrades | Amgen (AMGN) | $278.39 | | Market Perform ➝ Outperform | Low |
| Barclays | Upgrades | Amgen (AMGN) | $278.39 | $230.00 ➝ $300.00 | Underweight ➝ Equal Weight | Low |
| Keefe, Bruyette & Woods | Lowers Target | Amerant Bancorp (AMTB) | $22.72 | $28.00 ➝ $26.00 | Market Perform ➝ Market Perform | Low |
| Jefferies Financial Group | Upgrades | Arista Networks (ANET) | $261.86 | $240.00 ➝ $320.00 | Hold ➝ Buy | Low |
| Robert W. Baird | Raises Target | Aptiv (APTV) | $77.79 | $86.00 ➝ $90.00 | Neutral ➝ Neutral | Low |
| HC Wainwright | Raises Target | Aspen Aerogels (ASPN) | $23.85 | $20.00 ➝ $25.00 | Buy ➝ Buy | Low |
| Robert W. Baird | Raises Target | Adtalem Global Education (ATGE) | $52.39 | $65.00 ➝ $70.00 | Outperform ➝ Outperform | Low |
| Mizuho | Upgrades | Avista (AVA) | $36.79 | $32.00 ➝ $36.00 | Underperform ➝ Neutral | Low |
| Needham & Company LLC | Reiterates | AXT (AXTI) | $3.03 | $5.00 | Buy ➝ Buy | Low |
| HC Wainwright | Reiterates | BigBear.ai (BBAI) | $1.73 | $5.00 | Buy ➝ Buy | Low |
| JPMorgan Chase & Co. | Reiterates | Barratt Developments (BDEV) | GBX 474.70 | | Overweight | N/A |
| Robert W. Baird | Raises Target | Beacon Roofing Supply (BECN) | $97.52 | $115.00 ➝ $117.00 | Outperform ➝ Outperform | Low |
| Barclays | Raises Target | Beazley (BEZ) | GBX 639 | GBX 910 ➝ GBX 920 | Overweight | N/A |
| Robert W. Baird | Raises Target | Bright Horizons Family Solutions (BFAM) | $104.27 | $105.00 ➝ $115.00 | Neutral ➝ Neutral | Low |
| Bank of America | Raises Target | Booking (BKNG) | $3,472.91 | $3,900.00 ➝ $3,950.00 | Neutral ➝ Neutral | Low |
| Barclays | Downgrades | British Land (BLND) | GBX 403.20 | GBX 432 ➝ GBX 405 | Equal Weight | N/A |
| Keefe, Bruyette & Woods | Lowers Target | Bank of Marin Bancorp (BMRC) | $15.19 | $25.00 ➝ $21.00 | Outperform ➝ Outperform | Low |
| Telsey Advisory Group | Reiterates | Brilliant Earth Group (BRLT) | $2.60 | $4.00 ➝ $4.00 | Outperform ➝ Outperform | Low |
| Keefe, Bruyette & Woods | Raises Target | Brown & Brown (BRO) | $82.85 | $80.00 ➝ $82.00 | Underperform ➝ Underperform | Low |
| Robert W. Baird | Raises Target | BorgWarner (BWA) | $35.63 | $36.00 ➝ $40.00 | Neutral ➝ Neutral | Low |
| Robert W. Baird | Lowers Target | Cardinal Health (CAH) | $102.98 | $134.00 ➝ $128.00 | Outperform ➝ Outperform | Low |
| Robert W. Baird | Raises Target | Carrier Global (CARR) | $60.94 | $60.00 ➝ $64.00 | Neutral ➝ Neutral | Low |
| Hovde Group | Lowers Target | Coastal Financial (CCB) | $40.07 | $57.50 ➝ $55.00 | Outperform | Low |
| BMO Capital Markets | Upgrades | Coeur Mining (CDE) | $4.78 | | Market Perform ➝ Outperform | Low |
| Needham & Company LLC | Raises Target | Cognex (CGNX) | $43.36 | $46.00 ➝ $48.00 | Buy ➝ Buy | Low |
| Robert W. Baird | Raises Target | Cognex (CGNX) | $43.36 | $40.00 ➝ $44.00 | Neutral ➝ Neutral | Low |
| Needham & Company LLC | Raises Target | Clearfield (CLFD) | $31.91 | $36.00 ➝ $42.00 | Buy ➝ Buy | Low |
| Robert W. Baird | Lowers Target | Cummins (CMI) | $280.29 | $298.00 ➝ $295.00 | Neutral ➝ Neutral | Low |
| TD Cowen | Lowers Target | Cohu (COHU) | $30.34 | $40.00 ➝ $36.00 | Buy | Low |
| Keefe, Bruyette & Woods | Raises Target | Coinbase Global (COIN) | $228.85 | $230.00 ➝ $240.00 | Market Perform ➝ Market Perform | Low |
| Canaccord Genuity Group | Raises Target | Coinbase Global (COIN) | $228.85 | $240.00 ➝ $280.00 | Buy ➝ Buy | Low |
| The Goldman Sachs Group | Lowers Target | Coinbase Global (COIN) | $228.85 | $295.00 ➝ $255.00 | Neutral ➝ Neutral | Low |
| Needham & Company LLC | Lowers Target | Coinbase Global (COIN) | $228.85 | $275.00 ➝ $260.00 | Buy ➝ Buy | Low |
| Telsey Advisory Group | Reiterates | Traeger (COOK) | $2.16 | $4.50 ➝ $4.50 | Outperform ➝ Outperform | Low |
| Compass Point | Downgrades | Centerspace (CSR) | $68.98 | $65.00 ➝ $68.00 | Buy ➝ Neutral | Low |
| Robert W. Baird | Raises Target | Castle Biosciences (CSTL) | $22.84 | $33.00 ➝ $34.00 | Outperform ➝ Outperform | Low |
| Robert W. Baird | Lowers Target | Custom Truck One Source (CTOS) | $4.89 | $8.00 ➝ $7.00 | Outperform ➝ Outperform | Low |
| Mizuho | Raises Target | Coterra Energy (CTRA) | $27.16 | $34.00 ➝ $37.00 | Buy ➝ Buy | Low |
| Needham & Company LLC | Reiterates | CyberArk Software (CYBR) | $233.54 | $310.00 | Buy ➝ Buy | Low |
| B. Riley | Downgrades | Cryoport (CYRX) | $17.16 | $22.00 ➝ $19.00 | Buy ➝ Neutral | Low |
| Mizuho | Raises Target | Dominion Energy (D) | $51.16 | $45.00 ➝ $52.00 | Neutral ➝ Neutral | Low |
| Wedbush | Upgrades | Diebold Nixdorf (DBD) | $34.52 | $40.00 ➝ $50.00 | Neutral ➝ Outperform | Low |
| Needham & Company LLC | Reiterates | DraftKings (DKNG) | $43.03 | $58.00 | Buy ➝ Buy | Low |
| Wedbush | Upgrades | Healthpeak Properties (DOC) | $19.17 | | Neutral ➝ Outperform | Low |
| JPMorgan Chase & Co. | Downgrades | Driven Brands (DRVN) | $11.69 | $18.00 ➝ $12.50 | Overweight ➝ Neutral | Low |
| Shore Capital | Reiterates | Duke Capital (DUKE) | GBX 32 | | Buy | N/A |
| JPMorgan Chase & Co. | Lowers Target | Dowlais Group (DWL) | GBX 79.50 | GBX 104 ➝ GBX 100 | Neutral | N/A |
| Morgan Stanley | Downgrades | Estée Lauder Companies (EL) | $134.95 | $164.00 ➝ $140.00 | Overweight ➝ Equal Weight | Low |
| Needham & Company LLC | Reiterates | Enovis (ENOV) | $52.13 | $82.00 | Buy ➝ Buy | Low |
| Needham & Company LLC | Reiterates | ExlService (EXLS) | $30.03 | $40.00 | Buy ➝ Buy | Low |
| BMO Capital Markets | Downgrades | Expedia Group (EXPE) | $136.09 | $165.00 ➝ $145.00 | Outperform ➝ Market Perform | Low |
| Piper Sandler | Downgrades | Expedia Group (EXPE) | $136.09 | $175.00 ➝ $145.00 | Overweight ➝ Neutral | Low |
| Mizuho | Lowers Target | Expedia Group (EXPE) | $136.09 | $140.00 ➝ $135.00 | Neutral ➝ Neutral | Low |
| Needham & Company LLC | Reiterates | FARO Technologies (FARO) | $18.35 | $27.00 | Buy ➝ Buy | Low |
| Telsey Advisory Group | Reiterates | FIGS (FIGS) | $5.18 | $6.00 ➝ $6.00 | Market Perform ➝ Market Perform | Low |
| Needham & Company LLC | Reiterates | Five9 (FIVN) | $56.73 | $90.00 | Buy ➝ Buy | Low |
| Mizuho | Lowers Target | Floor & Decor (FND) | $112.80 | $115.00 ➝ $110.00 | Neutral ➝ Neutral | Low |
| Robert W. Baird | Lowers Target | Fox Factory (FOXF) | $39.42 | $55.00 ➝ $48.00 | Neutral ➝ Neutral | Low |
| Royal Bank of Canada | Initiates | FTAI Aviation (FTAI) | $75.51 | $85.00 | Outperform | Low |
| Needham & Company LLC | Reiterates | Fortinet (FTNT) | $65.20 | | Hold | Low |
| Robert W. Baird | Lowers Target | Fortinet (FTNT) | $65.20 | $81.00 ➝ $75.00 | Outperform ➝ Outperform | Low |
| Mizuho | Lowers Target | Fortinet (FTNT) | $65.20 | $70.00 ➝ $66.00 | Neutral ➝ Neutral | Low |
| HC Wainwright | Reiterates | Gevo (GEVO) | $0.66 | $14.00 | Buy ➝ Buy | Low |
| Royal Bank of Canada | Reiterates | Grafton Group (GFTU) | GBX 917.20 | GBX 1,140 | Outperform | N/A |
| Monness Crespi & Hardt | Lowers Target | Global Payments (GPN) | $110.54 | $175.00 ➝ $165.00 | Buy | Low |
| Jefferies Financial Group | Initiates | Hudbay Minerals (HBM) | $8.33 | | Hold | Low |
| Needham & Company LLC | Reiterates | Hologic (HOLX) | $75.91 | $90.00 | Buy ➝ Buy | Low |
| Royal Bank of Canada | Reiterates | Hiscox (HSX) | GBX 1,142 | GBX 1,275 | Sector perform | N/A |
| Keefe, Bruyette & Woods | Raises Target | Hercules Capital (HTGC) | $19.30 | $18.00 ➝ $19.00 | Market Perform ➝ Market Perform | Low |
| Robert W. Baird | Raises Target | Howmet Aerospace (HWM) | $77.10 | $74.00 ➝ $84.00 | Outperform ➝ Outperform | Low |
| Keefe, Bruyette & Woods | Lowers Target | Intercontinental Exchange (ICE) | $126.57 | $156.00 ➝ $155.00 | Outperform ➝ Outperform | Low |
| Barclays | Raises Target | 3i Group (III) | GBX 2,872 | GBX 2,815 ➝ GBX 3,050 | Overweight | N/A |
| Robert W. Baird | Raises Target | Illumina (ILMN) | $123.99 | $125.00 ➝ $128.00 | Neutral ➝ Neutral | Low |
| Needham & Company LLC | Reiterates | InMode (INMD) | $17.36 | | Hold | Low |
| Robert W. Baird | Lowers Target | IQVIA (IQV) | $222.14 | $254.00 ➝ $245.00 | Neutral ➝ Neutral | Low |
| Needham & Company LLC | Raises Target | iRhythm Technologies (IRTC) | $110.88 | $137.00 ➝ $138.00 | Buy ➝ Buy | Low |
| TD Cowen | Raises Target | Itron (ITRI) | $99.82 | $110.00 ➝ $115.00 | Buy | Low |
| JPMorgan Chase & Co. | Upgrades | Joby Aviation (JOBY) | $5.39 | $5.00 | Underweight ➝ Neutral | Low |
| Needham & Company LLC | Reiterates | Kulicke and Soffa Industries (KLIC) | $46.02 | | Hold | Low |
| Barclays | Raises Target | Land Securities Group (LAND) | GBX 669.50 | GBX 700 ➝ GBX 730 | Overweight | N/A |
| Needham & Company LLC | Lowers Target | nLIGHT (LASR) | $11.56 | $16.00 ➝ $15.00 | Buy ➝ Buy | Low |
| Telsey Advisory Group | Reiterates | Leslie's (LESL) | $4.36 | $6.00 ➝ $6.00 | Market Perform ➝ Market Perform | Low |
| Mizuho | Raises Target | Linde (LIN) | $419.62 | $510.00 ➝ $512.00 | Buy ➝ Buy | Low |
| Mizuho | Raises Target | Lantheus (LNTH) | $78.18 | $90.00 ➝ $100.00 | Buy ➝ Buy | Low |
| Loop Capital | Initiates | Louisiana-Pacific (LPX) | $73.85 | $82.00 | Hold | Low |
| Barclays | Lowers Target | Lancashire (LRE) | GBX 599 | GBX 800 ➝ GBX 790 | Equal Weight | N/A |
| Royal Bank of Canada | Reiterates | Lancashire (LRE) | GBX 599 | GBX 825 | Outperform | N/A |
| Needham & Company LLC | Reiterates | Lexicon Pharmaceuticals (LXRX) | $1.70 | | Hold | Low |
| Rosenblatt Securities | Raises Target | Live Nation Entertainment (LYV) | $88.27 | $119.00 ➝ $122.00 | Buy ➝ Buy | Low |
| Robert W. Baird | Lowers Target | Malibu Boats (MBUU) | $31.79 | $50.00 ➝ $40.00 | Outperform ➝ Outperform | Low |
| Robert W. Baird | Raises Target | Moody's (MCO) | $376.40 | $405.00 ➝ $414.00 | Outperform ➝ Outperform | Low |
| JPMorgan Chase & Co. | Upgrades | Mister Car Wash (MCW) | $6.98 | $8.50 | Neutral ➝ Overweight | Low |
| Needham & Company LLC | Reiterates | MongoDB (MDB) | $363.17 | $465.00 | Buy ➝ Buy | Low |
| Mizuho | Lowers Target | Mosaic (MOS) | $28.41 | $34.00 ➝ $33.00 | Neutral ➝ Neutral | Low |
| Needham & Company LLC | Raises Target | MACOM Technology Solutions (MTSI) | $98.98 | $100.00 ➝ $110.00 | Buy ➝ Buy | Low |
| Needham & Company LLC | Lowers Target | Magnachip Semiconductor (MX) | $4.93 | $10.00 ➝ $8.00 | Buy ➝ Buy | Low |
| Mizuho | Lowers Target | Cloudflare (NET) | $88.94 | $95.00 ➝ $88.00 | Neutral ➝ Neutral | Low |
| Robert W. Baird | Lowers Target | Cloudflare (NET) | $88.94 | $100.00 ➝ $94.00 | Outperform ➝ Outperform | Low |
| Robert W. Baird | Lowers Target | Sunnova Energy International (NOVA) | $4.32 | $14.00 ➝ $12.00 | Outperform ➝ Outperform | Low |
| Keefe, Bruyette & Woods | Lowers Target | New York Mortgage Trust (NYMT) | $6.27 | $8.50 ➝ $7.00 | Market Perform ➝ Market Perform | Low |
| Mizuho | Raises Target | Orion (OEC) | $24.24 | $25.00 ➝ $26.00 | Neutral ➝ Neutral | Low |
| Needham & Company LLC | Reiterates | Universal Display (OLED) | $156.32 | $198.00 | Buy ➝ Buy | Low |
| Truist Financial | Upgrades | Ollie's Bargain Outlet (OLLI) | $74.62 | $80.00 ➝ $86.00 | Hold ➝ Buy | Low |
| BMO Capital Markets | Downgrades | Open Text (OTEX) | $35.47 | $50.00 ➝ $38.00 | Outperform ➝ Market Perform | Low |
| Robert W. Baird | Raises Target | Ranpak (PACK) | $6.56 | $7.00 ➝ $8.00 | Outperform ➝ Outperform | Low |
| Argus | Downgrades | Paramount Global (PARA) | $13.86 | | Hold ➝ Sell | Low |
| TD Cowen | Lowers Target | PBF Energy (PBF) | $52.60 | $54.00 ➝ $45.00 | Hold | Low |
| Piper Sandler | Lowers Target | Paylocity (PCTY) | $149.60 | $210.00 ➝ $194.00 | Overweight ➝ Overweight | Low |
| Mizuho | Raises Target | PENN Entertainment (PENN) | $15.00 | $29.00 ➝ $32.00 | Buy ➝ Buy | Low |
| Mizuho | Raises Target | Parker-Hannifin (PH) | $530.68 | $490.00 ➝ $550.00 | Neutral ➝ Neutral | Low |
| Stifel Nicolaus | Initiates | Phathom Pharmaceuticals (PHAT) | $9.76 | $24.00 | Buy | Low |
| JPMorgan Chase & Co. | Lowers Target | Pennon Group (PNN) | GBX 707 | GBX 740 ➝ GBX 710 | Neutral | N/A |
| JPMorgan Chase & Co. | Reiterates | Persimmon (PSN) | GBX 1,347 | | Overweight | N/A |
| TD Cowen | Upgrades | Parsons (PSN) | $77.30 | $77.00 ➝ $90.00 | Hold ➝ Buy | Low |
| Sanford C. Bernstein | Downgrades | Peloton Interactive (PTON) | $3.13 | $8.00 ➝ $3.80 | Outperform ➝ Market Perform | Low |
| Robert W. Baird | Lowers Target | Peloton Interactive (PTON) | $3.13 | $5.00 ➝ $3.50 | Neutral ➝ Neutral | Low |
| Needham & Company LLC | Reiterates | Peloton Interactive (PTON) | $3.13 | | Hold | Low |
| Robert W. Baird | Raises Target | Quanta Services (PWR) | $255.00 | $265.00 ➝ $287.00 | Outperform ➝ Outperform | Low |
| Piper Sandler | Raises Target | Q2 (QTWO) | $59.59 | $47.00 ➝ $61.00 | Neutral ➝ Neutral | Low |
| Keefe, Bruyette & Woods | Raises Target | Regional Management (RM) | $27.36 | $26.00 ➝ $28.00 | Market Perform ➝ Market Perform | Low |
| JPMorgan Chase & Co. | Reiterates | Rightmove (RMV) | GBX 548.60 | GBX 483 | Overweight | N/A |
| Bank of America | Initiates | Avidity Biosciences (RNA) | $25.58 | $40.00 | Buy | Low |
| TD Cowen | Raises Target | RXO (RXO) | $20.12 | $19.00 ➝ $20.00 | Hold | Low |
| DZ Bank | Downgrades | Starbucks (SBUX) | $74.93 | $75.00 | Buy ➝ Hold | Low |
| Shore Capital | Reiterates | SDX Energy (SDX) | GBX 3.65 | | House Stock | N/A |
| Mizuho | Lowers Target | Sealed Air (SEE) | $34.94 | $39.00 ➝ $36.00 | Neutral ➝ Neutral | Low |
| Needham & Company LLC | Reiterates | Sight Sciences (SGHT) | $5.61 | | Hold | Low |
| Robert W. Baird | Raises Target | Shake Shack (SHAK) | $105.02 | $102.00 ➝ $105.00 | Neutral ➝ Neutral | Low |
| Keefe, Bruyette & Woods | Lowers Target | Shore Bancshares (SHBI) | $10.70 | $14.00 ➝ $13.00 | Market Perform ➝ Market Perform | Low |
| Barclays | Reiterates | Shell (SHEL) | GBX 2,869.99 | GBX 3,800 | Overweight | N/A |
| Royal Bank of Canada | Reiterates | Shell (SHEL) | GBX 2,869.99 | GBX 3,000 | Outperform | N/A |
| Royal Bank of Canada | Lowers Target | SIG (SHI) | GBX 26.76 | GBX 3,300 ➝ GBX 3,200 | Sector perform | N/A |
| Needham & Company LLC | Reiterates | Silicom (SILC) | $16.18 | $20.00 | Buy ➝ Buy | Low |
| JPMorgan Chase & Co. | Raises Target | Smurfit Kappa Group (SKG) | GBX 3,754 | GBX 4,100 ➝ GBX 4,200 | Overweight | N/A |
| Jefferies Financial Group | Reiterates | Smith & Nephew (SN) | GBX 985.60 | GBX 1,250 | Buy | N/A |
| TD Cowen | Lowers Target | Schneider National (SNDR) | $21.52 | $26.00 ➝ $25.00 | Buy | Low |
| Berenberg Bank | Raises Target | Smiths News (SNWS) | GBX 55.69 | GBX 60 ➝ GBX 65 | Buy | N/A |
| BTIG Research | Downgrades | Sprout Social (SPT) | $48.15 | | Buy ➝ Neutral | Low |
| Piper Sandler | Downgrades | Sprout Social (SPT) | $48.15 | $66.00 ➝ $40.00 | Overweight ➝ Neutral | Low |
| Robert W. Baird | Downgrades | Sprout Social (SPT) | $48.15 | $72.00 ➝ $45.00 | Outperform ➝ Neutral | Low |
| KeyCorp | Downgrades | Sprout Social (SPT) | $48.15 | | Overweight ➝ Sector Weight | Low |
| Needham & Company LLC | Lowers Target | Sprout Social (SPT) | $48.15 | $75.00 ➝ $55.00 | Buy ➝ Buy | Low |
| Robert W. Baird | Raises Target | Block (SQ) | $70.28 | $98.00 ➝ $100.00 | Outperform ➝ Outperform | Low |
| Needham & Company LLC | Raises Target | Block (SQ) | $70.28 | $95.00 ➝ $105.00 | Buy ➝ Buy | Low |
| Barclays | Raises Target | Standard Chartered (STAN) | GBX 752.40 | GBX 750 ➝ GBX 800 | Equal Weight | N/A |
| Needham & Company LLC | Reiterates | Shattuck Labs (STTK) | $11.10 | $12.00 | Buy ➝ Buy | Low |
| Barclays | Reiterates | Spectris (SXS) | GBX 3,296 | GBX 4,250 | Overweight | N/A |
| Truist Financial | Lowers Target | Teleflex (TFX) | $198.78 | $240.00 ➝ $219.00 | Hold ➝ Hold | Low |
| Needham & Company LLC | Reiterates | Teleflex (TFX) | $198.78 | | Hold | Low |
| Citigroup | Reiterates | Team17 Group (TM17) | GBX 279 | | Buy | N/A |
| Keefe, Bruyette & Woods | Reiterates | Tompkins Financial (TMP) | $46.84 | $55.00 ➝ $50.00 | Market Perform ➝ Market Perform | N/A |
| Robert W. Baird | Raises Target | Tandem Diabetes Care (TNDM) | $36.56 | $28.00 ➝ $36.00 | Neutral ➝ Neutral | Low |
| Shore Capital | Reiterates | Trainline (TRN) | GBX 323.53 | | Buy | N/A |
| Barclays | Reiterates | Tesco (TSCO) | GBX 299.94 | GBX 350 | Overweight | N/A |
| JPMorgan Chase & Co. | Reiterates | Taylor Wimpey (TW) | GBX 133.70 | | Overweight | N/A |
| Needham & Company LLC | Reiterates | 2U (TWOU) | $0.27 | | Hold | Low |
| Robert W. Baird | Raises Target | Twist Bioscience (TWST) | $32.01 | $39.00 ➝ $40.00 | Outperform ➝ Outperform | Low |
| Stephens | Raises Target | Texas Roadhouse (TXRH) | $157.90 | $150.00 ➝ $164.00 | Equal Weight ➝ Equal Weight | Low |
| Wedbush | Raises Target | Texas Roadhouse (TXRH) | $157.90 | $170.00 ➝ $180.00 | Outperform ➝ Outperform | Low |
| Robert W. Baird | Raises Target | Texas Roadhouse (TXRH) | $157.90 | $178.00 ➝ $182.00 | Outperform ➝ Outperform | Low |
| Jefferies Financial Group | Downgrades | Tyman (TYMN) | GBX 377 | GBX 400 | Hold | N/A |
| Keefe, Bruyette & Woods | Lowers Target | United Bankshares (UBSI) | $33.82 | $40.00 ➝ $38.00 | Market Perform ➝ Market Perform | Low |
| Robert W. Baird | Lowers Target | Udemy (UDMY) | $9.89 | $15.00 ➝ $13.00 | Outperform ➝ Outperform | Low |
| Needham & Company LLC | Reiterates | Udemy (UDMY) | $9.89 | $15.00 | Buy ➝ Buy | Low |
| TD Cowen | Lowers Target | Frontier Group (ULCC) | $5.94 | $8.00 ➝ $6.50 | Hold | Low |
| Stifel Nicolaus | Upgrades | Union Pacific (UNP) | $237.69 | $248.00 ➝ $267.00 | Hold ➝ Buy | Low |
| Needham & Company LLC | Reiterates | Upland Software (UPLD) | $2.02 | | Hold | Low |
| Needham & Company LLC | Raises Target | Utz Brands (UTZ) | $19.55 | $20.50 ➝ $22.00 | Buy ➝ Buy | Low |
| Mizuho | Raises Target | Utz Brands (UTZ) | $19.55 | $22.00 ➝ $24.00 | Buy ➝ Buy | Low |
| Needham & Company LLC | Reiterates | Viavi Solutions (VIAV) | $8.02 | | Hold | Low |
| Rosenblatt Securities | Lowers Target | Viavi Solutions (VIAV) | $8.02 | $13.00 ➝ $10.00 | Buy ➝ Buy | Low |
| Robert W. Baird | Lowers Target | Vestis (VSTS) | $10.19 | $24.00 ➝ $13.00 | Outperform ➝ Outperform | Low |
| JPMorgan Chase & Co. | Downgrades | Vestis (VSTS) | $10.19 | $22.00 ➝ $11.00 | Overweight ➝ Neutral | Low |
| JPMorgan Chase & Co. | Reiterates | Vistry Group (VTY) | GBX 1,271 | | Overweight | N/A |
| Wedbush | Raises Target | Wendy's (WEN) | $19.92 | $20.00 ➝ $21.00 | Neutral ➝ Neutral | Low |
| TD Cowen | Reiterates | Wendy's (WEN) | $19.92 | $19.00 | Hold ➝ Hold | Low |
| Barclays | Raises Target | Workspace Group (WKP) | GBX 522 | GBX 550 ➝ GBX 595 | Overweight | N/A |
| Keefe, Bruyette & Woods | Lowers Target | W. R. Berkley (WRB) | $79.05 | $88.00 ➝ $86.00 | Market Perform ➝ Market Perform | Low |
| JPMorgan Chase & Co. | Upgrades | Williams-Sonoma (WSM) | $292.21 | $245.00 ➝ $275.00 | Underweight ➝ Neutral | Low |
| B. Riley | Reiterates | XPEL (XPEL) | $32.86 | $74.00 ➝ $37.00 | Buy ➝ Neutral | Low |
| HC Wainwright | Raises Target | Solitario Resources (XPL) | $0.76 | $0.80 ➝ $1.10 | Buy ➝ Buy | N/A |
| Robert W. Baird | Lowers Target | DENTSPLY SIRONA (XRAY) | $28.38 | $35.00 ➝ $33.00 | Neutral ➝ Neutral | Low |
| Needham & Company LLC | Lowers Target | DENTSPLY SIRONA (XRAY) | $28.38 | $42.00 ➝ $36.00 | Buy ➝ Buy | Low |
| Robert W. Baird | Raises Target | Xylem (XYL) | $135.99 | $151.00 ➝ $155.00 | Outperform ➝ Outperform | Low |
| Mizuho | Raises Target | Xylem (XYL) | $135.99 | $110.00 ➝ $135.00 | Neutral ➝ Neutral | Low |
| Piper Sandler | Initiates | Zura Bio (ZURA) | $4.36 | $26.00 | Overweight | Low |
