| Morgan Stanley | Raises Target | American Airlines Group (AAL) | $14.15 | $20.00 ➝ $24.00 | Overweight ➝ Overweight |
| Truist Financial | Reiterates | Accenture (ACN) | $196.83 | $260.00 ➝ $210.00 | Buy ➝ Hold |
| Citigroup | Lowers Target | Accenture (ACN) | $196.83 | $215.00 ➝ $195.00 | Neutral ➝ Neutral |
| Barrington Research | Downgrades | ACV Auctions (ACVA) | $6.29 | $7.00 | Outperform ➝ Market Perform |
| Rothschild & Co Redburn | Lowers Target | Autodesk (ADSK) | $249.74 | $375.00 ➝ $360.00 | Buy ➝ Buy |
| Rosenblatt Securities | Reiterates | Autodesk (ADSK) | $249.74 | $330.00 | Buy ➝ Buy |
| Ascendiant Capital Markets | Lowers Target | AIM ImmunoTech (AIM) | $0.97 | $10.00 ➝ $9.00 | Buy ➝ Buy |
| Mizuho | Raises Target | Advanced Micro Devices (AMD) | $507.33 | $515.00 ➝ $615.00 | Outperform ➝ Outperform |
| Wells Fargo & Company | Raises Target | American Homes 4 Rent (AMH) | $32.62 | $34.00 ➝ $36.00 | Overweight ➝ Overweight |
| Wells Fargo & Company | Raises Target | Apple Hospitality REIT (APLE) | $14.57 | $12.00 ➝ $15.00 | Equal Weight ➝ Equal Weight |
| JPMorgan Chase & Co. | Initiates | Apple Hospitality REIT (APLE) | $14.57 | $15.00 | Neutral |
| Wells Fargo & Company | Raises Target | argenex (ARGX) | $836.31 | $1,260.00 ➝ $1,291.00 | Overweight ➝ Overweight |
| Jefferies Financial Group | Reiterates | ASML (ASML) | $1,623.03 | | Neutral |
| Morgan Stanley | Raises Target | Broadcom (AVGO) | $460.66 | $470.00 ➝ $485.00 | Overweight ➝ Overweight |
| Barclays | Reiterates | Astrazeneca (AZN) | $180.78 | | Buy |
| JPMorgan Chase & Co. | Reiterates | Astrazeneca (AZN) | $180.78 | | Buy |
| Jefferies Financial Group | Reiterates | BlackSky Technology (BKSY) | $42.04 | $50.00 | Buy ➝ Hold |
| Scotiabank | Upgrades | Bank Of Montreal (BMO) | $162.41 | | Sector Perform ➝ Sector Outperform |
| Jefferies Financial Group | Reiterates | BioNTech (BNTX) | $91.78 | | Buy |
| Royal Bank Of Canada | Lowers Target | Hollywood Bowl Group (BOWL) | GBX 298.50 | GBX 420 ➝ GBX 415 | Outperform |
| Citigroup | Lowers Target | Burberry Group (BRBY) | GBX 1,169.50 | GBX 1,590 ➝ GBX 1,560 | Buy |
| Wells Fargo & Company | Raises Target | BXP (BXP) | $59.56 | $69.00 ➝ $77.00 | Overweight ➝ Overweight |
| Wells Fargo & Company | Raises Target | COPT Defense Properties (CDP) | $31.65 | $35.00 ➝ $36.00 | Overweight ➝ Overweight |
| Berenberg Bank | Reiterates | Cerillion (CER) | GBX 1,350 | GBX 2,015 ➝ GBX 2,015 | Buy |
| Royal Bank Of Canada | Reiterates | Church & Dwight (CHD) | $95.64 | $114.00 | Outperform ➝ Outperform |
| Bank of America | Upgrades | Grupo Cibest (CIB) | $75.38 | $75.00 | Underperform ➝ Neutral |
| Royal Bank Of Canada | Raises Target | Canadian Imperial Bank of Commerce (CM) | $106.25 | $147.00 ➝ $167.00 | Outperform ➝ Outperform |
| Argus | Raises Target | Cummins (CMI) | $634.53 | $696.00 ➝ $770.00 | Buy ➝ Buy |
| Truist Financial | Raises Target | Centene (CNC) | $61.20 | $58.00 ➝ $71.00 | Buy ➝ Buy |
| B. Riley Financial | Lowers Target | Coinbase Global (COIN) | $181.13 | $243.00 ➝ $203.00 | Neutral ➝ Neutral |
| Wells Fargo & Company | Raises Target | Americold Realty Trust (COLD) | $15.45 | $14.00 ➝ $15.00 | Equal Weight ➝ Equal Weight |
| Raymond James Financial | Lowers Target | ConocoPhillips (COP) | $117.05 | $145.00 ➝ $142.00 | Outperform ➝ Outperform |
| Stephens | Reiterates | Campbell's (CPB) | $21.01 | $28.00 ➝ $21.00 | Overweight ➝ Equal Weight |
| Wells Fargo & Company | Raises Target | Camden Property Trust (CPT) | $107.59 | $106.00 ➝ $107.00 | Equal Weight ➝ Equal Weight |
| Mizuho | Raises Target | Credo Technology Group (CRDO) | $236.66 | $220.00 ➝ $260.00 | Outperform ➝ Outperform |
| Craig Hallum | Reiterates | Corsair Gaming (CRSR) | $10.95 | $10.00 | Buy ➝ Hold |
| Wells Fargo & Company | Raises Target | Centerspace (CSR) | $67.42 | $69.00 ➝ $70.00 | Equal Weight ➝ Equal Weight |
| Wells Fargo & Company | Raises Target | CareTrust REIT (CTRE) | $39.69 | $42.00 ➝ $47.00 | Overweight ➝ Overweight |
| Truist Financial | Initiates | Cognizant Technology Solutions (CTSH) | $57.05 | $66.00 | Hold |
| Wells Fargo & Company | Raises Target | CubeSmart (CUBE) | $39.22 | $39.00 ➝ $40.00 | Equal Weight ➝ Equal Weight |
| Wells Fargo & Company | Raises Target | Cousins Properties (CUZ) | $26.56 | $28.00 ➝ $34.00 | Overweight ➝ Overweight |
| Truist Financial | Raises Target | CVS Health (CVS) | $90.29 | $102.00 ➝ $108.00 | Buy ➝ Buy |
| Morgan Stanley | Raises Target | Delta Air Lines (DAL) | $80.15 | $90.00 ➝ $105.00 | Overweight ➝ Overweight |
| Royal Bank Of Canada | Reiterates | Deere & Company (DE) | $530.34 | $752.00 | Outperform ➝ Outperform |
| Wells Fargo & Company | Raises Target | Douglas Emmett (DEI) | $11.74 | $13.00 ➝ $14.00 | Overweight ➝ Overweight |
| Citic Securities | Raises Target | Dell Technologies (DELL) | $452.88 | $160.00 ➝ $505.00 | Buy ➝ Buy |
| The Goldman Sachs Group | Raises Target | Dell Technologies (DELL) | $452.88 | $230.00 ➝ $500.00 | Buy ➝ Buy |
| Wells Fargo & Company | Raises Target | Healthpeak Properties (DOC) | $19.12 | $18.00 ➝ $20.00 | Equal Weight ➝ Equal Weight |
| Wells Fargo & Company | Raises Target | DiamondRock Hospitality (DRH) | $10.84 | $11.00 ➝ $12.00 | Equal Weight ➝ Equal Weight |
| KeyCorp | Raises Target | Dycom Industries (DY) | $493.86 | $482.00 ➝ $610.00 | Overweight ➝ Overweight |
| Wells Fargo & Company | Raises Target | EastGroup Properties (EGP) | $197.22 | $213.00 ➝ $221.00 | Overweight ➝ Overweight |
| Wells Fargo & Company | Lowers Target | Equity Lifestyle Properties (ELS) | $61.38 | $70.00 ➝ $69.00 | Equal Weight ➝ Equal Weight |
| Deutsche Bank Aktiengesellschaft | Upgrades | Man Group (EMG) | GBX 282.60 | GBX 280 ➝ GBX 295 | Buy |
| Wells Fargo & Company | Raises Target | EPR Properties (EPR) | $56.61 | $54.00 ➝ $60.00 | Equal Weight ➝ Equal Weight |
| Wells Fargo & Company | Raises Target | Essential Properties Realty Trust (EPRT) | $30.12 | $35.00 ➝ $36.00 | Overweight ➝ Overweight |
| Wells Fargo & Company | Lowers Target | Empire State Realty Trust (ESRT) | $5.72 | $6.30 ➝ $6.00 | Underweight ➝ Underweight |
| Wells Fargo & Company | Raises Target | Essex Property Trust (ESS) | $278.91 | $262.00 ➝ $280.00 | Equal Weight ➝ Equal Weight |
| Wells Fargo & Company | Raises Target | Extra Space Storage (EXR) | $141.04 | $148.00 ➝ $154.00 | Overweight ➝ Overweight |
| Royal Bank Of Canada | Reiterates | easyJet (EZJ) | GBX 437.90 | GBX 405 ➝ GBX 405 | Outperform |
| Wells Fargo & Company | Raises Target | Four Corners Property Trust (FCPT) | $24.49 | $25.00 ➝ $26.00 | Equal Weight ➝ Equal Weight |
| BMO Capital Markets | Lowers Target | FedEx (FDX) | $336.50 | $410.00 ➝ $340.00 | Market Perform ➝ Market Perform |
| The Goldman Sachs Group | Lowers Target | FedEx (FDX) | $336.50 | $405.00 ➝ $375.00 | Buy ➝ Buy |
| HSBC | Lowers Target | FedEx (FDX) | $336.50 | $360.00 ➝ $289.89 | Hold ➝ Hold |
| Wells Fargo & Company | Lowers Target | First Industrial Realty Trust (FR) | $60.35 | $63.00 ➝ $61.00 | Equal Weight ➝ Equal Weight |
| Wells Fargo & Company | Raises Target | FrontView REIT (FVR) | $17.94 | $18.00 ➝ $19.00 | Overweight ➝ Overweight |
| Ascendiant Capital Markets | Lowers Target | GRI Bio (GRI) | $2.04 | $40.00 ➝ $32.00 | Buy ➝ Buy |
| Rosenblatt Securities | Reiterates | GitLab (GTLB) | $33.21 | $43.00 | Buy ➝ Buy |
| Robert W. Baird | Raises Target | Hyatt Hotels (H) | $184.10 | $183.00 ➝ $185.00 | Neutral ➝ Neutral |
| Morgan Stanley | Raises Target | Hyatt Hotels (H) | $184.10 | $195.00 ➝ $208.00 | Overweight ➝ Overweight |
| Bank of America | Initiates | HawkEye 360 (HAWK) | $33.52 | $34.00 | Neutral |
| Wells Fargo & Company | Raises Target | Highwoods Properties (HIW) | $26.28 | $24.00 ➝ $26.00 | Equal Weight ➝ Equal Weight |
| KeyCorp | Reiterates | Robinhood Markets (HOOD) | $89.50 | $100.00 | Overweight ➝ Overweight |
| Wells Fargo & Company | Raises Target | Hudson Pacific Properties (HPP) | $12.23 | $13.50 ➝ $14.00 | Overweight ➝ Overweight |
| Citizens Jmp | Raises Target | HealthEquity (HQY) | $89.72 | $110.00 ➝ $111.00 | Market Outperform ➝ Market Outperform |
| Wells Fargo & Company | Raises Target | Healthcare Realty Trust (HR) | $19.76 | $19.00 ➝ $21.00 | Equal Weight ➝ Equal Weight |
| Wells Fargo & Company | Raises Target | Host Hotels & Resorts (HST) | $22.96 | $23.00 ➝ $25.00 | Overweight ➝ Overweight |
| Benchmark | Raises Target | Humacyte (HUMA) | $1.40 | $2.00 | Speculative Buy ➝ Speculative Buy |
| Deutsche Bank Aktiengesellschaft | Lowers Target | International Flavors & Fragrances (IFF) | $73.90 | $95.00 ➝ $90.00 | Buy ➝ Buy |
| Guggenheim | Raises Target | Illumina (ILMN) | $163.24 | $170.00 ➝ $180.00 | Buy ➝ Buy |
| HC Wainwright | Lowers Target | Inovio Pharmaceuticals (INO) | $1.29 | $3.00 ➝ $2.50 | Neutral ➝ Neutral |
| Mizuho | Raises Target | Intel (INTC) | $110.33 | $124.00 ➝ $128.00 | Neutral ➝ Neutral |
| Barclays | Reiterates | Intel (INTC) | $110.33 | | Neutral ➝ Neutral |
| HC Wainwright | Reiterates | Innoviva (INVA) | $21.50 | $46.00 | Buy ➝ Buy |
| Wells Fargo & Company | Raises Target | Invitation Home (INVH) | $29.42 | $28.00 ➝ $31.00 | Equal Weight ➝ Equal Weight |
| Wells Fargo & Company | Raises Target | Independence Realty Trust (IRT) | $16.13 | $18.00 ➝ $19.00 | Overweight ➝ Overweight |
| BTIG Research | Reiterates | Invivyd (IVVD) | $1.21 | $10.00 | Buy ➝ Buy |
| Wells Fargo & Company | Raises Target | JAN (JAN) | $26.08 | $27.00 ➝ $31.00 | Overweight ➝ Overweight |
| HC Wainwright | Raises Target | Jade Biosciences (JBIO) | $19.18 | $45.00 ➝ $55.00 | Buy ➝ Buy |
| Berenberg Bank | Raises Target | Johnson Matthey (JMAT) | GBX 2,145.93 | GBX 2,100 ➝ GBX 2,300 | Buy |
| Wells Fargo & Company | Raises Target | Kilroy Realty (KRC) | $33.98 | $31.00 ➝ $33.00 | Equal Weight ➝ Equal Weight |
| HC Wainwright | Reiterates | Krystal Biotech (KRYS) | $302.92 | $310.00 | Buy ➝ Buy |
| Wells Fargo & Company | Lowers Target | Lineage (LINE) | $44.10 | $39.00 ➝ $36.00 | Equal Weight ➝ Equal Weight |
| Wells Fargo & Company | Raises Target | LTC Properties (LTC) | $36.45 | $39.00 ➝ $40.00 | Equal Weight ➝ Equal Weight |
| Morgan Stanley | Raises Target | Southwest Airlines (LUV) | $41.98 | $55.00 ➝ $60.00 | Overweight ➝ Overweight |
| BTIG Research | Reiterates | Marathon Digital (MARA) | $14.68 | $27.00 | Buy ➝ Buy |
| Royal Bank Of Canada | Reiterates | Meta Platforms (META) | $611.75 | $810.00 | Outperform ➝ Outperform |
| Susquehanna | Raises Target | MGM Resorts International (MGM) | $50.25 | $45.00 ➝ $50.00 | Positive ➝ Positive |
| Citizens Jmp | Initiates | Microsoft (MSFT) | $461.05 | $550.00 | Market Outperform |
| Mizuho | Lowers Target | Strategy (MSTR) | $149.34 | $320.00 ➝ $265.00 | Outperform ➝ Outperform |
| Raymond James Financial | Raises Target | Micron Technology (MU) | $1,037.74 | $530.00 ➝ $1,100.00 | Outperform ➝ Outperform |
| Ascendiant Capital Markets | Lowers Target | ENDRA Life Sciences (NDRA) | $5.44 | $27.00 ➝ $25.00 | Buy ➝ Buy |
| Royal Bank Of Canada | Lowers Target | National Grid (NG) | GBX 1,195.50 | GBX 1,400 ➝ GBX 1,375 | Sector Perform |
| Wells Fargo & Company | Lowers Target | National Health Investors (NHI) | $71.79 | $84.00 ➝ $79.00 | Equal Weight ➝ Equal Weight |
| Wells Fargo & Company | Raises Target | NNN REIT (NNN) | $43.81 | $44.00 ➝ $45.00 | Equal Weight ➝ Equal Weight |
| Argus | Raises Target | NetApp (NTAP) | $174.28 | $130.00 ➝ $200.00 | Buy ➝ Buy |
| Wells Fargo & Company | Raises Target | NETSTREIT (NTST) | $19.86 | $22.00 ➝ $23.00 | Overweight ➝ Overweight |
| Deutsche Bank Aktiengesellschaft | Reiterates | Ocado Group (OCDO) | GBX 208.74 | GBX 310 ➝ GBX 310 | Buy |
| HC Wainwright | Lowers Target | Oculis (OCS) | $14.95 | $47.00 ➝ $26.00 | Buy ➝ Buy |
| Guggenheim | Lowers Target | Oculis (OCS) | $14.95 | $75.00 ➝ $45.00 | Buy ➝ Buy |
| Needham & Company LLC | Lowers Target | Oculis (OCS) | $14.95 | $46.00 ➝ $38.00 | Buy ➝ Buy |
| Wells Fargo & Company | Raises Target | Omega Healthcare Investors (OHI) | $46.03 | $47.00 ➝ $49.00 | Equal Weight ➝ Equal Weight |
| Berenberg Bank | Lowers Target | Pan African Resources (PAF) | GBX 121.06 | GBX 165 ➝ GBX 153 | Buy |
| Robert W. Baird | Raises Target | Palo Alto Networks (PANW) | $293.69 | $265.00 ➝ $300.00 | Outperform ➝ Outperform |
| JPMorgan Chase & Co. | Raises Target | Palo Alto Networks (PANW) | $293.69 | $200.00 ➝ $300.00 | Overweight ➝ Overweight |
| BMO Capital Markets | Lowers Target | UiPath (PATH) | $12.81 | $14.00 ➝ $13.00 | Market Perform ➝ Market Perform |
| Wells Fargo & Company | Raises Target | Pebblebrook Hotel Trust (PEB) | $15.35 | $12.00 ➝ $16.00 | Equal Weight ➝ Equal Weight |
| Wells Fargo & Company | Raises Target | Park Hotels & Resorts (PK) | $12.53 | $10.00 ➝ $12.00 | Equal Weight ➝ Equal Weight |
| Wells Fargo & Company | Raises Target | Prologis (PLD) | $140.10 | $155.00 ➝ $167.00 | Overweight ➝ Overweight |
| Needham & Company LLC | Raises Target | Plexus (PLXS) | $266.72 | $285.00 ➝ $310.00 | Buy ➝ Buy |
| TD Cowen | Lowers Target | Insulet (PODD) | $148.55 | $379.00 ➝ $294.00 | Hold |
| Deutsche Bank Aktiengesellschaft | Raises Target | Polar Capital (POLR) | GBX 864 | GBX 1,050 ➝ GBX 1,250 | Buy |
| Rosenblatt Securities | Reiterates | Rubrik (RBRK) | $84.43 | $90.00 | Buy ➝ Buy |
| B. Riley Financial | Initiates | Rare Earths Americas (REA) | $21.92 | $28.00 | Buy |
| Wedbush | Raises Target | Replimune Group (REPL) | $9.19 | $2.00 ➝ $6.00 | Neutral ➝ Neutral |
| Wells Fargo & Company | Lowers Target | Rexford Industrial Realty (REXR) | $34.85 | $45.00 ➝ $44.00 | Overweight ➝ Overweight |
| Wells Fargo & Company | Raises Target | Ryman Hospitality Properties (RHP) | $114.68 | $114.00 ➝ $126.00 | Overweight ➝ Overweight |
| Wells Fargo & Company | Raises Target | RLJ Lodging Trust (RLJ) | $9.78 | $7.00 ➝ $9.00 | Underweight ➝ Underweight |
| HC Wainwright | Lowers Target | Rein Therapeutics (RNTX) | $1.06 | $10.00 ➝ $8.00 | Buy ➝ Buy |
| Mizuho | Lowers Target | ReNew Energy Global (RNW) | $6.41 | $7.00 ➝ $6.75 | Neutral ➝ Neutral |
| Ascendiant Capital Markets | Raises Target | RenovoRx (RNXT) | $0.94 | $13.50 ➝ $14.00 | Buy ➝ Buy |
| Wells Fargo & Company | Raises Target | Sabra Healthcare REIT (SBRA) | $19.28 | $22.00 ➝ $23.00 | Overweight ➝ Overweight |
| Royal Bank Of Canada | Reiterates | Sprouts Farmers Market (SFM) | $79.46 | $114.00 | Outperform ➝ Outperform |
| Wells Fargo & Company | Raises Target | Sunstone Hotel Investors (SHO) | $10.82 | $10.00 ➝ $12.00 | Overweight ➝ Overweight |
| Wells Fargo & Company | Raises Target | SL Green Realty (SLG) | $44.88 | $40.00 ➝ $44.00 | Equal Weight ➝ Equal Weight |
| Wells Fargo & Company | Raises Target | Smartstop Self Storage REIT (SMA) | $30.71 | $30.00 ➝ $32.00 | Equal Weight ➝ Equal Weight |
| Mizuho | Raises Target | Super Micro Computer (SMCI) | $47.13 | $36.00 ➝ $44.00 | Neutral ➝ Neutral |
| HC Wainwright | Lowers Target | Spruce Biosciences (SPRB) | $51.33 | $200.00 ➝ $150.00 | Buy ➝ Buy |
| Berenberg Bank | Reiterates | Sirius Real Estate (SRE) | GBX 98.55 | GBX 134 ➝ GBX 134 | Buy |
| Shore Capital Group | Reiterates | Safestay (SSTY) | GBX 12.75 | | House Stock |
| Wells Fargo & Company | Lowers Target | Stag Industrial (STAG) | $37.06 | $41.00 ➝ $40.00 | Equal Weight ➝ Equal Weight |
| Wells Fargo & Company | Raises Target | Seagate Technology (STX) | $914.90 | $700.00 ➝ $900.00 | Equal Weight ➝ Equal Weight |
| Royal Bank Of Canada | Raises Target | Severn Trent (SVT) | GBX 2,924 | GBX 3,400 ➝ GBX 3,450 | Sector Perform |
| Royal Bank Of Canada | Raises Target | Toronto Dominion Bank (TD) | $110.64 | $138.00 ➝ $156.00 | Outperform ➝ Outperform |
| Needham & Company LLC | Reiterates | Tempus AI (TEM) | $52.89 | $75.00 | Buy ➝ Buy |
| BTIG Research | Reiterates | Tempus AI (TEM) | $52.89 | $80.00 | Buy ➝ Buy |
| Berenberg Bank | Reiterates | LON:TIN (TIN) | GBX 99.50 | GBX 150 ➝ GBX 150 | Buy |
| Citizens Jmp | Reiterates | Taylor Morrison Home (TMHC) | $71.61 | | Market Outperform ➝ Market Perform |
| Shore Capital Group | Reiterates | Titon (TON) | GBX 80 | | House Stock |
| Wells Fargo & Company | Lowers Target | Terreno Realty (TRNO) | $63.85 | $68.00 ➝ $64.00 | Equal Weight ➝ Equal Weight |
| Morgan Stanley | Raises Target | United Airlines (UAL) | $110.17 | $150.00 ➝ $182.00 | Overweight ➝ Overweight |
| Wells Fargo & Company | Raises Target | United Dominion Realty Trust (UDR) | $37.23 | $39.00 ➝ $43.00 | Overweight ➝ Overweight |
| Truist Financial | Raises Target | UnitedHealth Group (UNH) | $377.66 | $395.00 ➝ $440.00 | Buy ➝ Buy |
| Kepler Capital Markets | Upgrades | Vivendi (VIVHY) | $2.70 | | Hold ➝ Buy |
| Wells Fargo & Company | Raises Target | Ventas (VTR) | $82.35 | $93.00 ➝ $96.00 | Overweight ➝ Overweight |
| Wells Fargo & Company | Raises Target | Welltower (WELL) | $199.83 | $228.00 ➝ $237.00 | Overweight ➝ Overweight |
| Northcoast Research | Downgrades | Winnebago Industries (WGO) | $28.73 | | Buy ➝ Neutral |
| Wells Fargo & Company | Raises Target | W.P. Carey (WPC) | $72.94 | $77.00 ➝ $80.00 | Overweight ➝ Overweight |
| BNP Paribas Exane | Initiates | Wise Group (WSE) | $12.00 | $16.69 | Outperform |
| Berenberg Bank | Lowers Target | Whitbread (WTB) | GBX 2,298 | GBX 2,900 ➝ GBX 2,280 | Hold |
| Wells Fargo & Company | Raises Target | Xenia Hotels & Resorts (XHR) | $17.34 | $16.00 ➝ $18.00 | Overweight ➝ Overweight |
