| TD Cowen | Lowers Target | American Airlines Group (AAL) | $13.30 | $19.00 ➝ $17.00 | Buy ➝ Buy |
| Monness Crespi & Hardt | Raises Target | Apple (AAPL) | $259.48 | $300.00 ➝ $315.00 | Buy |
| Rosenblatt Securities | Raises Target | Apple (AAPL) | $259.48 | $250.00 ➝ $267.00 | Neutral ➝ Neutral |
| Maxim Group | Upgrades | Apple (AAPL) | $259.48 | $300.00 | Hold ➝ Buy |
| DA Davidson | Reiterates | Apple (AAPL) | $259.48 | $270.00 | Neutral ➝ Neutral |
| TD Cowen | Reiterates | Apple (AAPL) | $259.48 | $325.00 | Buy ➝ Buy |
| DA Davidson | Reiterates | Ameris Bancorp (ABCB) | $80.67 | $90.00 | Buy ➝ Buy |
| Daiwa Capital Markets | Lowers Target | Abbott Laboratories (ABT) | $109.31 | $136.00 ➝ $113.00 | Outperform ➝ Outperform |
| Leerink Partners | Lowers Target | Abbott Laboratories (ABT) | $109.31 | $136.00 ➝ $119.00 | Market Perform ➝ Market Perform |
| Keefe, Bruyette & Woods | Lowers Target | Arthur J. Gallagher & Co. (AJG) | $249.40 | $279.00 ➝ $249.00 | Market Perform ➝ Market Perform |
| TD Cowen | Raises Target | Allegro MicroSystems (ALGM) | $36.91 | $38.00 ➝ $45.00 | Buy ➝ Buy |
| Wells Fargo & Company | Raises Target | Allegro MicroSystems (ALGM) | $36.91 | $40.00 ➝ $45.00 | Overweight ➝ Overweight |
| Jefferies Financial Group | Raises Target | Allegro MicroSystems (ALGM) | $36.91 | $37.00 ➝ $43.00 | Buy ➝ Buy |
| Morgan Stanley | Raises Target | Allegro MicroSystems (ALGM) | $36.91 | $35.00 ➝ $45.00 | Equal Weight ➝ Equal Weight |
| TD Cowen | Lowers Target | Alaska Air Group (ALK) | $50.80 | $64.00 ➝ $63.00 | Buy ➝ Buy |
| Bank of America | Lowers Target | Alnylam Pharmaceuticals (ALNY) | $338.06 | $529.00 ➝ $462.00 | Buy ➝ Buy |
| HC Wainwright | Lowers Target | Alnylam Pharmaceuticals (ALNY) | $338.06 | $570.00 ➝ $510.00 | Buy ➝ Buy |
| Morgan Stanley | Lowers Target | Alnylam Pharmaceuticals (ALNY) | $338.06 | $495.00 ➝ $408.00 | Equal Weight ➝ Equal Weight |
| Keefe, Bruyette & Woods | Raises Target | Alerus Financial (ALRS) | $24.62 | $24.00 ➝ $25.00 | Market Perform ➝ Market Perform |
| DA Davidson | Raises Target | Alerus Financial (ALRS) | $24.62 | $25.00 ➝ $26.00 | Neutral ➝ Neutral |
| Scotiabank | Upgrades | Alithya Group (ALY) | | | Strong-Buy |
| Wells Fargo & Company | Reiterates | Advanced Micro Devices (AMD) | $236.73 | $345.00 | Overweight ➝ Overweight |
| Piper Sandler | Upgrades | Ameriprise Financial (AMP) | $527.09 | $434.00 ➝ $530.00 | Underweight ➝ Neutral |
| Telsey Advisory Group | Reiterates | Amazon.com (AMZN) | $239.30 | $300.00 | Outperform ➝ Outperform |
| Keefe, Bruyette & Woods | Lowers Target | AppFolio (APPF) | $189.88 | $311.00 ➝ $290.00 | Outperform ➝ Outperform |
| Piper Sandler | Lowers Target | AppFolio (APPF) | $189.88 | $350.00 ➝ $245.00 | Overweight ➝ Overweight |
| DA Davidson | Lowers Target | AppFolio (APPF) | $189.88 | $325.00 ➝ $275.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Lowers Target | AppFolio (APPF) | $189.88 | $330.00 ➝ $300.00 | Overweight ➝ Overweight |
| Jefferies Financial Group | Raises Target | Alexandria Real Estate Equities (ARE) | $54.66 | $47.00 ➝ $57.00 | Hold ➝ Hold |
| Bank of America | Raises Target | Ascendis Pharma A/S (ASND) | $226.10 | $246.00 ➝ $260.00 | Buy ➝ Buy |
| Needham & Company LLC | Reiterates | AeroVironment (AVAV) | $278.39 | $450.00 | Buy ➝ Buy |
| Wolfe Research | Upgrades | Broadcom (AVGO) | $331.30 | $400.00 | Peer Perform ➝ Outperform |
| Needham & Company LLC | Raises Target | Axos Financial (AX) | $99.15 | $107.00 ➝ $110.00 | Buy ➝ Buy |
| Keefe, Bruyette & Woods | Raises Target | Axos Financial (AX) | $99.15 | $100.00 ➝ $110.00 | Market Perform ➝ Market Perform |
| Jefferies Financial Group | Raises Target | Axos Financial (AX) | $99.15 | $110.00 ➝ $115.00 | Buy ➝ Buy |
| Wells Fargo & Company | Lowers Target | Axis Capital (AXS) | $103.14 | $124.00 ➝ $121.00 | Overweight ➝ Overweight |
| Royal Bank Of Canada | Raises Target | Axis Capital (AXS) | $103.14 | $125.00 ➝ $130.00 | Outperform ➝ Outperform |
| Desjardins | Set Price Target | Bombardier, Inc. Class B (BBD.B) | C$232.61 | C$260.00 | Buy |
| B. Riley | Reiterates | Brunswick (BC) | $80.14 | $70.00 ➝ $80.00 | Neutral ➝ Neutral |
| Royal Bank Of Canada | Lowers Target | BioCryst Pharmaceuticals (BCRX) | $6.58 | $14.00 ➝ $13.00 | Outperform ➝ Outperform |
| BTIG Research | Reiterates | Bread Financial (BFH) | $72.60 | $98.00 | Buy ➝ Buy |
| Morgan Stanley | Raises Target | Bread Financial (BFH) | $72.60 | $62.00 ➝ $68.00 | Underweight ➝ Underweight |
| Royal Bank Of Canada | Raises Target | Brookfield Infrastructure Partners (BIP) | $36.17 | $40.00 ➝ $41.00 | Outperform ➝ Outperform |
| Rosenblatt Securities | Lowers Target | BlackLine (BL) | $46.47 | $65.00 ➝ $62.00 | Buy ➝ Buy |
| The Goldman Sachs Group | Lowers Target | Blackstone (BX) | $142.35 | $166.00 ➝ $158.00 | Neutral ➝ Neutral |
| JPMorgan Chase & Co. | Lowers Target | Blackstone (BX) | $142.35 | $176.00 ➝ $158.00 | Neutral ➝ Neutral |
| Citizens Jmp | Reiterates | Blackstone (BX) | $142.35 | $195.00 | Market Outperform ➝ Market Outperform |
| TD Cowen | Reiterates | Blackstone (BX) | $142.35 | $183.00 | Buy ➝ Buy |
| Evercore ISI | Lowers Target | Blackstone (BX) | $142.35 | $175.00 ➝ $170.00 | Outperform ➝ Outperform |
| JPMorgan Chase & Co. | Raises Target | Caterpillar (CAT) | $657.13 | $740.00 ➝ $765.00 | Overweight ➝ Overweight |
| Bank of America | Raises Target | Caterpillar (CAT) | $657.13 | $708.00 ➝ $735.00 | Buy ➝ Buy |
| Wedbush | Reiterates | Perspective Therapeutics (CATX) | $3.79 | $11.00 | Outperform ➝ Outperform |
| Hovde Group | Lowers Target | Coastal Financial (CCB) | $95.78 | $140.00 ➝ $133.00 | Outperform |
| Stifel Nicolaus | Downgrades | Codere Online Luxembourg (CDRO) | $8.00 | $9.00 ➝ $8.50 | Buy ➝ Hold |
| DA Davidson | Raises Target | Cullen/Frost Bankers (CFR) | $137.69 | $136.00 ➝ $144.00 | Neutral ➝ Neutral |
| Royal Bank Of Canada | Raises Target | Cullen/Frost Bankers (CFR) | $137.69 | $144.00 ➝ $150.00 | Sector Perform ➝ Sector Perform |
| Barclays | Raises Target | Cullen/Frost Bankers (CFR) | $137.69 | $140.00 ➝ $150.00 | Equal Weight ➝ Equal Weight |
| Keefe, Bruyette & Woods | Raises Target | Cullen/Frost Bankers (CFR) | $137.69 | $150.00 ➝ $160.00 | Outperform ➝ Outperform |
| Hovde Group | Raises Target | Civista Bancshares (CIVB) | $24.13 | $23.00 ➝ $26.00 | Market Perform |
| Keefe, Bruyette & Woods | Raises Target | Civista Bancshares (CIVB) | $24.13 | $27.00 ➝ $28.00 | Outperform ➝ Outperform |
| DA Davidson | Reiterates | Civista Bancshares (CIVB) | $24.13 | $28.00 | Buy ➝ Buy |
| TD Securities | Raises Target | Celestica (CLS) | $281.09 | $305.00 ➝ $330.00 | Hold |
| UBS Group | Lowers Target | Comcast (CMCSA) | $29.75 | $36.00 ➝ $32.00 | Neutral ➝ Neutral |
| TD Cowen | Lowers Target | Comcast (CMCSA) | $29.75 | $40.00 ➝ $39.00 | Buy ➝ Buy |
| Deutsche Bank Aktiengesellschaft | Lowers Target | Comcast (CMCSA) | $29.75 | $40.00 ➝ $35.00 | Buy ➝ Buy |
| Scotiabank | Lowers Target | Comcast (CMCSA) | $29.75 | $37.50 ➝ $35.25 | Sector Perform ➝ Sector Perform |
| Rosenblatt Securities | Reiterates | Comcast (CMCSA) | $29.75 | $30.00 | Neutral ➝ Neutral |
| Keefe, Bruyette & Woods | Raises Target | ConnectOne Bancorp (CNOB) | $26.62 | $30.00 ➝ $32.00 | Outperform ➝ Outperform |
| Hovde Group | Lowers Target | ConnectOne Bancorp (CNOB) | $26.62 | $32.50 ➝ $32.00 | Outperform |
| BTIG Research | Reiterates | Columbia Sportswear (COLM) | $55.28 | $75.00 | Buy ➝ Buy |
| William Blair | Upgrades | Cooper Companies (COO) | $81.38 | | Strong-Buy |
| Telsey Advisory Group | Reiterates | Coursera (COUR) | $6.06 | $14.00 | Outperform ➝ Outperform |
| Citigroup | Lowers Target | Canadian Pacific Kansas City (CP) | $74.37 | $88.00 ➝ $86.00 | Buy ➝ Buy |
| BTIG Research | Reiterates | Capri (CPRI) | $22.57 | $30.00 | Buy ➝ Buy |
| BTIG Research | Raises Target | Carpenter Technology (CRS) | $317.46 | $365.00 ➝ $375.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Raises Target | Carpenter Technology (CRS) | $317.46 | $388.00 ➝ $394.00 | Overweight ➝ Overweight |
| Citizens Jmp | Lowers Target | CRISPR Therapeutics (CRSP) | $49.96 | $86.00 ➝ $80.00 | Market Outperform ➝ Market Outperform |
| William Blair | Initiates | Carlisle Companies (CSL) | $340.79 | | Market Perform |
| Citigroup | Lowers Target | CSW Industrials (CSW) | $269.81 | $333.00 ➝ $307.00 | Neutral ➝ Neutral |
| Rothschild & Co Redburn | Raises Target | CSX (CSX) | $37.76 | $39.00 ➝ $42.50 | Buy ➝ Buy |
| TD Securities | Lowers Target | Coveo Solutions (CVO) | C$6.10 | C$12.00 ➝ C$9.50 | Buy |
| Rosenblatt Securities | Lowers Target | Datadog (DDOG) | $129.32 | $200.00 ➝ $185.00 | Buy ➝ Buy |
| Stifel Nicolaus | Raises Target | Deckers Outdoor (DECK) | $119.09 | $117.00 ➝ $140.00 | Buy ➝ Buy |
| Needham & Company LLC | Raises Target | Deckers Outdoor (DECK) | $119.09 | $115.00 ➝ $138.00 | Buy ➝ Buy |
| DA Davidson | Reiterates | Donnelley Financial Solutions (DFIN) | $51.84 | $66.00 | Buy ➝ Buy |
| Scotiabank | Raises Target | Definity Financial (DFY) | C$66.64 | C$65.00 ➝ C$80.00 | |
| Barclays | Upgrades | Quest Diagnostics (DGX) | $186.90 | $210.00 | Equal Weight ➝ Overweight |
| Rosenblatt Securities | Reiterates | Dolby Laboratories (DLB) | $64.19 | $85.00 | Buy ➝ Buy |
| Wells Fargo & Company | Raises Target | Dover (DOV) | $201.57 | $205.00 ➝ $210.00 | Equal Weight ➝ Equal Weight |
| JPMorgan Chase & Co. | Raises Target | Dover (DOV) | $201.57 | $230.00 ➝ $240.00 | Overweight ➝ Overweight |
| Cantor Fitzgerald | Reiterates | Dynatrace (DT) | $38.08 | $51.00 | Neutral ➝ Neutral |
| Rosenblatt Securities | Lowers Target | Dynatrace (DT) | $38.08 | $67.00 ➝ $60.00 | Buy ➝ Buy |
| HC Wainwright | Reiterates | Dogwood Therapeutics (DWTX) | $2.79 | $12.00 | Buy ➝ Buy |
| Telsey Advisory Group | Reiterates | Estee Lauder Companies (EL) | $115.27 | $105.00 | Market Perform ➝ Market Perform |
| Royal Bank Of Canada | Reiterates | Equity Lifestyle Properties (ELS) | $63.13 | $70.00 | Outperform ➝ Outperform |
| Sanford C. Bernstein | Lowers Target | Elevance Health (ELV) | $345.62 | $431.00 ➝ $409.00 | Outperform ➝ Outperform |
| Jefferies Financial Group | Lowers Target | Elevance Health (ELV) | $345.62 | $401.00 ➝ $395.00 | Buy ➝ Buy |
| Jefferies Financial Group | Initiates | enGene (ENGN) | $9.53 | $28.00 | Buy |
| Royal Bank Of Canada | Reiterates | EPR Properties (EPR) | $54.26 | $58.00 | Sector Perform ➝ Sector Perform |
| Rosenblatt Securities | Lowers Target | Elastic (ESTC) | $65.77 | $130.00 ➝ $110.00 | Buy ➝ Buy |
| Hovde Group | Raises Target | First Financial Bancorp. (FFBC) | $28.74 | $32.00 ➝ $34.00 | Outperform |
| Keefe, Bruyette & Woods | Raises Target | First Financial Bancorp. (FFBC) | $28.74 | $31.00 ➝ $32.00 | Market Perform ➝ Market Perform |
| Scotiabank | Raises Target | Fairfax Financial (FFH) | C$2,247.13 | C$3,050.00 ➝ C$3,150.00 | |
| Barclays | Lowers Target | First Interstate BancSystem (FIBK) | $35.47 | $38.00 ➝ $36.00 | Equal Weight ➝ Equal Weight |
| Raymond James Financial | Raises Target | Firan Technology Group (FTG) | C$14.59 | C$15.00 ➝ C$17.50 | Outperform |
| JPMorgan Chase & Co. | Lowers Target | Fortinet (FTNT) | $81.26 | $75.00 ➝ $72.00 | Underweight ➝ Underweight |
| Bank of America | Reiterates | General Dynamics (GD) | $351.00 | $400.00 | Buy ➝ Buy |
| Guggenheim | Upgrades | GE Vernova (GEV) | $726.04 | $910.00 | Neutral ➝ Buy |
| Leerink Partners | Raises Target | Gilead Sciences (GILD) | $141.95 | $114.00 ➝ $146.00 | Outperform ➝ Outperform |
| Canaccord Genuity Group | Reiterates | Galaxy Digital (GLXY) | $28.26 | $50.00 | Buy ➝ Buy |
| Rosenblatt Securities | Reiterates | Galaxy Digital (GLXY) | $28.26 | $46.00 | Buy ➝ Buy |
| Needham & Company LLC | Upgrades | Globus Medical (GMED) | $90.71 | $112.00 | Hold ➝ Buy |
| Scotiabank | Lowers Target | goeasy (GSY) | C$125.12 | C$225.00 ➝ C$210.00 | |
| Roth Mkm | Raises Target | The Hartford Insurance Group (HIG) | $134.94 | $120.00 ➝ $135.00 | Neutral ➝ Neutral |
| Citigroup | Raises Target | Honeywell International (HON) | $227.52 | $262.00 ➝ $265.00 | Buy ➝ Buy |
| Barclays | Raises Target | Honeywell International (HON) | $227.52 | $250.00 ➝ $259.00 | Overweight ➝ Overweight |
| JPMorgan Chase & Co. | Raises Target | Honeywell International (HON) | $227.52 | $255.00 ➝ $260.00 | Overweight ➝ Overweight |
| Robert W. Baird | Raises Target | Honeywell International (HON) | $227.52 | $220.00 ➝ $240.00 | Neutral ➝ Neutral |
| Evercore ISI | Raises Target | Honeywell International (HON) | $227.52 | $255.00 ➝ $265.00 | Outperform ➝ Outperform |
| Deutsche Bank Aktiengesellschaft | Raises Target | Honeywell International (HON) | $227.52 | $259.00 ➝ $273.00 | Buy ➝ Buy |
| Royal Bank Of Canada | Raises Target | Honeywell International (HON) | $227.52 | $249.00 ➝ $268.00 | Outperform ➝ Outperform |
| Wells Fargo & Company | Raises Target | Honeywell International (HON) | $227.52 | $215.00 ➝ $235.00 | Equal Weight ➝ Equal Weight |
| D. Boral Capital | Reiterates | New Horizon Aircraft (HOVR) | $1.86 | $11.00 | Buy ➝ Buy |
| Morgan Stanley | Upgrades | Hexcel (HXL) | $82.89 | $67.00 ➝ $90.00 | Underweight ➝ Equal Weight |
| B. Riley | Reiterates | MarineMax (HZO) | $27.12 | $27.00 ➝ $29.00 | Buy ➝ Buy |
| Hovde Group | Raises Target | First Internet Bancorp (INBK) | $21.79 | $26.00 ➝ $29.00 | Outperform ➝ Outperform |
| Keefe, Bruyette & Woods | Lowers Target | First Internet Bancorp (INBK) | $21.79 | $25.00 ➝ $23.00 | Market Perform ➝ Market Perform |
| BWS Financial | Reiterates | Innodata (INOD) | $55.44 | $110.00 | Top Pick ➝ Top Pick |
| Wedbush | Reiterates | Innodata (INOD) | $55.44 | $90.00 | Outperform ➝ Outperform |
| Morgan Stanley | Raises Target | Insmed (INSM) | $156.87 | $157.00 ➝ $162.00 | Equal Weight ➝ Equal Weight |
| Citigroup | Raises Target | International Paper (IP) | $40.25 | $46.00 ➝ $47.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Raises Target | International Paper (IP) | $40.25 | $45.00 ➝ $48.00 | Neutral ➝ Neutral |
| Truist Financial | Lowers Target | International Paper (IP) | $40.25 | $50.00 ➝ $48.00 | Buy ➝ Buy |
| Wells Fargo & Company | Upgrades | International Paper (IP) | $40.25 | $36.00 ➝ $40.00 | Underweight ➝ Equal Weight |
| HSBC | Raises Target | Johnson & Johnson (JNJ) | $227.10 | $240.00 ➝ $265.00 | Buy ➝ Buy |
| Citigroup | Raises Target | Kirby (KEX) | $117.41 | $145.00 ➝ $147.00 | Buy ➝ Buy |
| New Street Research | Raises Target | KLA (KLAC) | $1,427.94 | $1,315.00 ➝ $1,460.00 | Neutral ➝ Neutral |
| Needham & Company LLC | Reiterates | KLA (KLAC) | $1,427.94 | $1,800.00 | Buy ➝ Buy |
| Royal Bank Of Canada | Raises Target | KLA (KLAC) | $1,427.94 | $1,550.00 ➝ $1,600.00 | Sector Perform ➝ Sector Perform |
| Berenberg Bank | Raises Target | KLA (KLAC) | $1,427.94 | $1,760.00 ➝ $1,770.00 | Buy ➝ Buy |
| The Goldman Sachs Group | Raises Target | Kosmos Energy (KOS) | $1.59 | $1.75 ➝ $2.00 | Neutral ➝ Neutral |
| Keefe, Bruyette & Woods | Raises Target | Lazard (LAZ) | $53.65 | $59.00 ➝ $62.00 | Outperform ➝ Outperform |
| TD Cowen | Raises Target | Liberty Energy (LBRT) | $24.67 | $19.00 ➝ $21.00 | Hold ➝ Hold |
| Royal Bank Of Canada | Raises Target | L3Harris Technologies (LHX) | $342.50 | $360.00 ➝ $365.00 | Sector Perform ➝ Sector Perform |
| Morgan Stanley | Raises Target | Lumentum (LITE) | $391.84 | $350.00 | Equal Weight ➝ Equal Weight |
| Truist Financial | Raises Target | Lockheed Martin (LMT) | $634.31 | $605.00 ➝ $695.00 | Buy ➝ Buy |
| Royal Bank Of Canada | Raises Target | Lockheed Martin (LMT) | $634.31 | $615.00 ➝ $650.00 | Sector Perform ➝ Sector Perform |
| JPMorgan Chase & Co. | Raises Target | Lockheed Martin (LMT) | $634.31 | $515.00 ➝ $680.00 | Neutral ➝ Neutral |
| Deutsche Bank Aktiengesellschaft | Raises Target | Lockheed Martin (LMT) | $634.31 | $492.00 ➝ $611.00 | Hold ➝ Hold |
| TD Cowen | Raises Target | Lockheed Martin (LMT) | $634.31 | $600.00 ➝ $670.00 | Hold ➝ Hold |
| TD Cowen | Lowers Target | LPL Financial (LPLA) | $364.50 | $399.00 ➝ $378.00 | Hold ➝ Hold |
| JPMorgan Chase & Co. | Raises Target | LPL Financial (LPLA) | $364.50 | $433.00 ➝ $439.00 | Overweight ➝ Overweight |
| Jefferies Financial Group | Raises Target | LPL Financial (LPLA) | $364.50 | $426.00 ➝ $440.00 | Buy ➝ Buy |
| Barrington Research | Reiterates | Liquidity Services (LQDT) | $32.00 | $40.00 | Outperform ➝ Outperform |
| HSBC | Raises Target | Lam Research (LRCX) | $233.46 | $181.00 ➝ $221.00 | Hold ➝ Hold |
| Citic Securities | Raises Target | Lam Research (LRCX) | $233.46 | $165.00 ➝ $275.00 | Buy ➝ Buy |
| New Street Research | Raises Target | Lam Research (LRCX) | $233.46 | $195.00 ➝ $235.00 | Neutral ➝ Neutral |
| Jefferies Financial Group | Lowers Target | lululemon athletica (LULU) | $174.50 | $200.00 ➝ $185.00 | Hold ➝ Hold |
| The Goldman Sachs Group | Raises Target | Southwest Airlines (LUV) | $47.51 | $29.00 ➝ $32.00 | Sell ➝ Sell |
| Wells Fargo & Company | Raises Target | Southwest Airlines (LUV) | $47.51 | $45.00 ➝ $50.00 | Equal Weight ➝ Equal Weight |
| TD Cowen | Raises Target | Southwest Airlines (LUV) | $47.51 | $42.00 ➝ $50.00 | Hold ➝ Hold |
| BMO Capital Markets | Upgrades | Southwest Airlines (LUV) | $47.51 | $43.00 ➝ $57.50 | Market Perform ➝ Outperform |
| Morgan Stanley | Raises Target | Southwest Airlines (LUV) | $47.51 | $50.00 ➝ $55.00 | Overweight ➝ Overweight |
| Bank of America | Raises Target | Southwest Airlines (LUV) | $47.51 | $37.00 ➝ $42.00 | Underperform ➝ Underperform |
| Jefferies Financial Group | Lowers Target | Las Vegas Sands (LVS) | $52.75 | $78.00 ➝ $72.00 | Buy ➝ Buy |
| Argus | Lowers Target | Las Vegas Sands (LVS) | $52.75 | $80.00 ➝ $60.00 | Buy ➝ Buy |
| Mizuho | Raises Target | LyondellBasell Industries (LYB) | $49.00 | $49.00 ➝ $53.00 | Neutral ➝ Neutral |
| JPMorgan Chase & Co. | Lowers Target | Mastercard (MA) | $538.62 | $685.00 ➝ $655.00 | Overweight ➝ Overweight |
| Royal Bank Of Canada | Reiterates | Mastercard (MA) | $538.62 | $656.00 | Outperform ➝ Outperform |
| TD Cowen | Raises Target | Mastercard (MA) | $538.62 | $668.00 ➝ $671.00 | Buy ➝ Buy |
| Macquarie | Raises Target | Mastercard (MA) | $538.62 | $660.00 ➝ $675.00 | Outperform ➝ Outperform |
| Morgan Stanley | Raises Target | Merchants Bancorp (MBIN) | $41.46 | $40.00 ➝ $42.00 | Equal Weight ➝ Equal Weight |
| Wells Fargo & Company | Initiates | Medtronic (MDT) | $102.96 | $114.00 | Overweight |
| Morgan Stanley | Raises Target | Mirum Pharmaceuticals (MIRM) | $103.22 | $95.00 ➝ $123.00 | Overweight ➝ Overweight |
| D. Boral Capital | Reiterates | MediciNova (MNOV) | $1.72 | $9.00 | Buy ➝ Buy |
| Stifel Nicolaus | Lowers Target | Altria Group (MO) | $61.97 | $72.00 ➝ $68.00 | Buy ➝ Buy |
| Morgan Stanley | Raises Target | Marsh (MRSH) | $188.21 | $190.00 ➝ $195.00 | Equal Weight ➝ Equal Weight |
| Wells Fargo & Company | Raises Target | Marsh (MRSH) | $188.21 | $199.00 ➝ $203.00 | Equal Weight ➝ Equal Weight |
| Royal Bank Of Canada | Reiterates | Marsh (MRSH) | $188.21 | $200.00 | Sector Perform ➝ Sector Perform |
| Barclays | Lowers Target | Murphy Oil (MUR) | $30.07 | $31.00 ➝ $29.00 | Underweight ➝ Underweight |
| Wells Fargo & Company | Raises Target | MaxLinear (MXL) | $17.35 | $18.00 ➝ $20.00 | Equal Weight ➝ Equal Weight |
| Royal Bank Of Canada | Reiterates | Nasdaq (NDAQ) | $96.89 | $108.00 | Outperform ➝ Outperform |
| TD Cowen | Raises Target | Nasdaq (NDAQ) | $96.89 | $104.00 ➝ $105.00 | Hold ➝ Hold |
| JPMorgan Chase & Co. | Raises Target | Nasdaq (NDAQ) | $96.89 | $100.00 ➝ $101.00 | Overweight ➝ Overweight |
| Keefe, Bruyette & Woods | Raises Target | NewtekOne (NEWT) | $13.49 | $13.00 ➝ $14.00 | Market Perform ➝ Market Perform |
| TD Securities | Upgrades | NFI Group (NFI) | C$16.54 | | Strong-Buy |
| Keefe, Bruyette & Woods | Raises Target | Annaly Capital Management (NLY) | $23.00 | $23.25 ➝ $25.00 | Outperform ➝ Outperform |
| HC Wainwright | Lowers Target | Nouveau Monde Graphite (NMG) | $2.35 | $7.50 ➝ $5.50 | Buy ➝ Buy |
| HSBC | Lowers Target | ServiceNow (NOW) | $116.73 | $266.40 ➝ $226.00 | Buy ➝ Buy |
| Citigroup | Raises Target | ServiceNow (NOW) | $116.73 | $235.00 ➝ $237.00 | Buy ➝ Buy |
| Robert W. Baird | Lowers Target | Norfolk Southern (NSC) | $291.40 | $293.00 ➝ $288.00 | |
| Susquehanna | Raises Target | Norfolk Southern (NSC) | $291.40 | $304.00 ➝ $305.00 | Neutral ➝ Neutral |
| JPMorgan Chase & Co. | Lowers Target | Norfolk Southern (NSC) | $291.40 | $301.00 ➝ $296.00 | Neutral ➝ Neutral |
| Citigroup | Lowers Target | Norfolk Southern (NSC) | $291.40 | $317.00 ➝ $300.00 | Neutral ➝ Neutral |
| Wolfe Research | Raises Target | NVIDIA (NVDA) | $191.13 | $250.00 ➝ $275.00 | Outperform ➝ Outperform |
| Scotiabank | Upgrades | Realty Income (O) | $61.18 | $67.00 | Sector Perform ➝ Sector Outperform |
| B. Riley | Raises Target | OSI Systems (OSIS) | $250.14 | $300.00 ➝ $320.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Raises Target | Oshkosh (OSK) | $143.86 | $145.00 ➝ $155.00 | Neutral ➝ Neutral |
| JPMorgan Chase & Co. | Downgrades | Otis Worldwide (OTIS) | $85.43 | $98.00 | Overweight ➝ Neutral |
| BTIG Research | Reiterates | PAR Technology (PAR) | $26.24 | $60.00 | Buy ➝ Buy |
| Wells Fargo & Company | Lowers Target | PennyMac Financial Services (PFSI) | $99.91 | $150.00 ➝ $135.00 | Overweight ➝ Overweight |
| Barclays | Lowers Target | PennyMac Financial Services (PFSI) | $99.91 | $158.00 ➝ $136.00 | Overweight ➝ Overweight |
| Keefe, Bruyette & Woods | Lowers Target | Progressive (PGR) | $207.74 | $252.00 ➝ $225.00 | Market Perform ➝ Market Perform |
| Wells Fargo & Company | Raises Target | Parker-Hannifin (PH) | $935.71 | $1,000.00 ➝ $1,050.00 | Overweight ➝ Overweight |
| Jefferies Financial Group | Raises Target | Parker-Hannifin (PH) | $935.71 | $1,050.00 ➝ $1,100.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Raises Target | Parker-Hannifin (PH) | $935.71 | $1,083.00 ➝ $1,100.00 | Overweight ➝ Overweight |
| Citigroup | Raises Target | Parker-Hannifin (PH) | $935.71 | $1,074.00 ➝ $1,092.00 | Buy ➝ Buy |
| Evercore ISI | Raises Target | PulteGroup (PHM) | $125.04 | $134.00 ➝ $143.00 | |
| Hsbc Global Res | Downgrades | Pinterest (PINS) | $22.11 | | Strong-Buy ➝ Hold |
| HSBC | Downgrades | Pinterest (PINS) | $22.11 | $24.90 | Buy ➝ Hold |
| Mizuho | Initiates | Pulse Biosciences (PLSE) | $13.83 | $25.00 | Outperform |
| Loop Capital | Lowers Target | Palantir Technologies (PLTR) | $146.59 | $230.00 ➝ $220.00 | Buy ➝ Buy |
| Needham & Company LLC | Raises Target | Plexus (PLXS) | $199.33 | $165.00 ➝ $206.00 | Buy ➝ Buy |
| Sanford C. Bernstein | Raises Target | PPG Industries (PPG) | $115.58 | $123.00 ➝ $130.00 | Outperform ➝ Outperform |
| D Boral Capital | Downgrades | Quince Therapeutics (QNCX) | $0.17 | | Strong-Buy ➝ Hold |
| Lucid Cap Mkts | Downgrades | Quince Therapeutics (QNCX) | $0.17 | | Strong-Buy ➝ Strong Sell |
| Citizens Jmp | Downgrades | Quince Therapeutics (QNCX) | $0.17 | | Market Outperform ➝ Market Perform |
| Wedbush | Lowers Target | Roblox (RBLX) | $65.53 | $165.00 ➝ $110.00 | Outperform ➝ Outperform |
| Canaccord Genuity Group | Raises Target | Rogers Communications (RCI.B) | C$51.40 | C$55.00 ➝ C$57.00 | Buy |
| TD Securities | Raises Target | Rogers Communications (RCI.B) | C$51.40 | C$64.00 ➝ C$67.00 | Buy |
| JPMorgan Chase & Co. | Raises Target | Robert Half (RHI) | $34.55 | $29.00 ➝ $31.00 | Neutral ➝ Neutral |
| Telsey Advisory Group | Reiterates | Ralph Lauren (RL) | $353.52 | $435.00 | Outperform ➝ Outperform |
| Wells Fargo & Company | Raises Target | ResMed (RMD) | $257.76 | $265.00 ➝ $270.00 | Equal Weight ➝ Equal Weight |
| Hovde Group | Raises Target | Renasant (RNST) | $37.73 | $41.00 ➝ $44.00 | Outperform |
| Citizens Jmp | Downgrades | SAP (SAP) | $201.09 | | Outperform ➝ Market Perform |
| CIBC | Raises Target | Saputo (SAP) | C$41.08 | C$40.00 ➝ C$44.00 | |
| BTIG Research | Reiterates | Super Group (SGHC) (SGHC) | $9.47 | $19.00 | Buy ➝ Buy |
| William Blair | Upgrades | Sight Sciences (SGHT) | $6.28 | | Strong-Buy |
| Citizens Jmp | Reiterates | Summit Therapeutics (SMMT) | $14.48 | $40.00 | Market Outperform ➝ Market Outperform |
| Wedbush | Raises Target | Sandisk (SNDK) | $576.25 | $600.00 ➝ $740.00 | Outperform ➝ Outperform |
| Wells Fargo & Company | Lowers Target | Schneider National (SNDR) | $26.81 | $30.00 ➝ $25.00 | Equal Weight ➝ Equal Weight |
| TD Cowen | Lowers Target | Schneider National (SNDR) | $26.81 | $31.00 ➝ $30.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Lowers Target | Schneider National (SNDR) | $26.81 | $28.00 ➝ $26.00 | Neutral ➝ Neutral |
| DA Davidson | Reiterates | Snowflake (SNOW) | $192.66 | $300.00 | Buy ➝ Buy |
| Citigroup | Upgrades | Spotify Technology (SPOT) | $499.69 | $650.00 | Neutral ➝ Buy |
| Needham & Company LLC | Raises Target | Stryker (SYK) | $369.39 | $448.00 ➝ $454.00 | Buy ➝ Buy |
| Macquarie | Upgrades | TAL Education Group (TAL) | $12.69 | $18.00 | Neutral ➝ Outperform |
| Barclays | Raises Target | Teva Pharmaceutical Industries (TEVA) | $34.08 | $35.00 ➝ $38.00 | Overweight ➝ Overweight |
| TD Cowen | Lowers Target | Thermo Fisher Scientific (TMO) | $578.20 | $696.00 ➝ $683.00 | Buy ➝ Buy |
| Telsey Advisory Group | Reiterates | Tapestry (TPR) | $126.81 | $150.00 | Outperform ➝ Outperform |
| LADENBURG THALM/SH SH | Upgrades | Traws Pharma (TRAW) | $2.11 | | Strong-Buy |
| Jefferies Financial Group | Lowers Target | Tractor Supply (TSCO) | $50.88 | $63.00 ➝ $60.00 | Buy ➝ Buy |
| DA Davidson | Reiterates | Tractor Supply (TSCO) | $50.88 | $60.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Lowers Target | Tractor Supply (TSCO) | $50.88 | $62.00 ➝ $59.00 | Neutral ➝ Neutral |
| TD Cowen | Lowers Target | Tractor Supply (TSCO) | $50.88 | $55.00 ➝ $53.00 | Hold ➝ Hold |
| Morgan Stanley | Lowers Target | Tractor Supply (TSCO) | $50.88 | $60.00 ➝ $57.00 | Equal Weight ➝ Equal Weight |
| Mizuho | Lowers Target | Tractor Supply (TSCO) | $50.88 | $65.00 ➝ $58.00 | Outperform ➝ Outperform |
| Piper Sandler | Lowers Target | Tractor Supply (TSCO) | $50.88 | $67.00 ➝ $59.00 | Overweight ➝ Overweight |
| JPMorgan Chase & Co. | Lowers Target | Tesla (TSLA) | $430.41 | $150.00 ➝ $145.00 | Underweight |
| Deutsche Bank Aktiengesellschaft | Lowers Target | Tesla (TSLA) | $430.41 | $500.00 ➝ $480.00 | Buy ➝ Buy |
| President Capital | Lowers Target | Tesla (TSLA) | $430.41 | $517.00 ➝ $500.00 | Buy ➝ Buy |
| Wells Fargo & Company | Raises Target | Trane Technologies (TT) | $420.34 | $375.00 ➝ $400.00 | Underweight ➝ Underweight |
| Barclays | Raises Target | Trane Technologies (TT) | $420.34 | $505.00 ➝ $507.00 | Overweight ➝ Overweight |
| Oppenheimer | Raises Target | Trane Technologies (TT) | $420.34 | $460.00 ➝ $468.00 | Outperform ➝ Outperform |
| JPMorgan Chase & Co. | Raises Target | Trane Technologies (TT) | $420.34 | $434.00 ➝ $460.00 | Neutral ➝ Neutral |
| Citigroup | Raises Target | Trane Technologies (TT) | $420.34 | $513.00 ➝ $525.00 | Buy ➝ Buy |
| Royal Bank Of Canada | Raises Target | Trane Technologies (TT) | $420.34 | $469.00 ➝ $470.00 | Sector Perform ➝ Sector Perform |
| Telsey Advisory Group | Reiterates | Under Armour (UAA) | $6.18 | $5.00 | Market Perform ➝ Market Perform |
| Barclays | Lowers Target | UnitedHealth Group (UNH) | $287.03 | $391.00 ➝ $327.00 | Overweight ➝ Overweight |
| Wells Fargo & Company | Lowers Target | UnitedHealth Group (UNH) | $287.03 | $400.00 ➝ $370.00 | Overweight ➝ Overweight |
| JPMorgan Chase & Co. | Lowers Target | United Rentals (URI) | $781.00 | $1,150.00 ➝ $970.00 | Overweight ➝ Overweight |
| Macquarie | Reiterates | Visa (V) | $321.91 | $410.00 | Outperform ➝ Outperform |
| Royal Bank Of Canada | Reiterates | Visa (V) | $321.91 | $395.00 | Outperform ➝ Outperform |
| D. Boral Capital | Reiterates | Veritone (VERI) | $3.57 | $23.00 | Buy ➝ Buy |
| Scotiabank | Downgrades | VICI Properties (VICI) | $28.07 | $30.00 | Sector Outperform ➝ Sector Perform |
| Needham & Company LLC | Reiterates | Vital Farms (VITL) | $28.45 | $45.00 | Buy ➝ Buy |
| Piper Sandler | Raises Target | Valero Energy (VLO) | $181.70 | $217.00 ➝ $220.00 | Overweight ➝ Overweight |
| Hovde Group | Raises Target | Valley National Bancorp (VLY) | $12.46 | $14.00 ➝ $15.00 | Outperform |
| Keefe, Bruyette & Woods | Raises Target | Valley National Bancorp (VLY) | $12.46 | $12.50 ➝ $13.00 | Market Perform ➝ Market Perform |
| Barclays | Raises Target | Valley National Bancorp (VLY) | $12.46 | $13.00 ➝ $14.00 | Equal Weight ➝ Equal Weight |
| Citigroup | Raises Target | Western Alliance Bancorporation (WAL) | $89.05 | $104.00 ➝ $107.00 | Buy ➝ Buy |
| Keefe, Bruyette & Woods | Raises Target | Washington Trust Bancorp (WASH) | $34.37 | $30.00 ➝ $34.00 | Market Perform ➝ Market Perform |
| Moffett Nathanson | Raises Target | Warner Bros. Discovery (WBD) | $27.54 | $26.00 ➝ $31.00 | Buy ➝ Buy |
| Wells Fargo & Company | Raises Target | Western Digital (WDC) | $250.23 | $335.00 | Overweight ➝ Overweight |
| Wedbush | Raises Target | Western Digital (WDC) | $250.23 | $325.00 | Outperform ➝ Outperform |
| TD Cowen | Raises Target | Western Digital (WDC) | $250.23 | $200.00 ➝ $325.00 | Buy ➝ Buy |
| TD Cowen | Initiates | Werner Enterprises (WERN) | $34.25 | $31.00 | Hold |
| Stifel Nicolaus | Lowers Target | Whirlpool (WHR) | $80.06 | $82.00 ➝ $75.00 | Hold ➝ Hold |
| Stifel Nicolaus | Raises Target | Waste Management (WM) | $222.17 | $236.00 ➝ $252.00 | Buy ➝ Buy |
| Wells Fargo & Company | Raises Target | Waste Management (WM) | $222.17 | $246.00 ➝ $250.00 | Overweight ➝ Overweight |
| Oppenheimer | Raises Target | Waste Management (WM) | $222.17 | $263.00 ➝ $264.00 | Outperform ➝ Outperform |
| Royal Bank Of Canada | Raises Target | Waste Management (WM) | $222.17 | $223.00 ➝ $235.00 | Sector Perform ➝ Sector Perform |
| TD Cowen | Raises Target | Waste Management (WM) | $222.17 | $265.00 ➝ $270.00 | Buy ➝ Buy |
| B. Riley | Reiterates | Exagen (XGN) | $3.68 | $18.00 ➝ $8.00 | Buy ➝ Buy |
