| DZ Bank | Downgrades | Apple (AAPL) | $309.46 | $310.00 | Buy ➝ Hold |
| China Renaissance | Downgrades | Apple (AAPL) | $309.46 | $280.00 | Buy ➝ Hold |
| JPMorgan Chase & Co. | Lowers Target | Asbury Automotive Group (ABG) | $222.34 | $220.00 ➝ $190.00 | Underweight ➝ Underweight |
| Berenberg Bank | Reiterates | accesso Technology Group (ACSO) | GBX 309.50 | GBX 550 | Buy |
| Deutsche Bank Aktiengesellschaft | Reiterates | accesso Technology Group (ACSO) | GBX 309.50 | GBX 575 | Buy |
| Rosenblatt Securities | Reiterates | Adeia (ADEA) | $31.23 | $40.00 | Buy ➝ Buy |
| BWS Financial | Reiterates | Adeia (ADEA) | $31.23 | $30.00 | Buy ➝ Buy |
| Citigroup | Raises Target | Advanced Energy Industries (AEIS) | $341.48 | $435.00 ➝ $460.00 | Buy ➝ Buy |
| Needham & Company LLC | Reiterates | Advanced Energy Industries (AEIS) | $341.48 | $400.00 | Buy ➝ Buy |
| Morgan Stanley | Raises Target | Advanced Energy Industries (AEIS) | $341.48 | $421.00 ➝ $439.00 | Overweight ➝ Overweight |
| Shore Capital Group | Reiterates | AG.L (AG) | | | House Stock |
| Peel Hunt | Reiterates | AG.L (AG) | | GBX 800 | Buy |
| Morgan Stanley | Lowers Target | AGCO (AGCO) | $107.05 | $110.00 ➝ $99.00 | Underweight ➝ Underweight |
| UBS Group | Lowers Target | AGCO (AGCO) | $107.05 | $123.00 ➝ $114.00 | Neutral ➝ Neutral |
| JPMorgan Chase & Co. | Lowers Target | Alignment Healthcare (ALHC) | $13.51 | $26.00 ➝ $22.00 | Overweight ➝ Overweight |
| Truist Financial | Lowers Target | Ally Financial (ALLY) | $45.03 | $54.00 ➝ $51.00 | Buy ➝ Buy |
| Truist Financial | Lowers Target | Alnylam Pharmaceuticals (ALNY) | $218.98 | $410.00 ➝ $315.00 | Buy ➝ Buy |
| Canaccord Genuity Group | Raises Target | Ameresco (AMRC) | $27.85 | $59.00 ➝ $62.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Lowers Target | AutoNation (AN) | $215.40 | $235.00 ➝ $210.00 | Overweight ➝ Overweight |
| JonesTrading | Reiterates | Angel Oak Mortgage REIT (AOMR) | $9.11 | $10.50 | Buy ➝ Buy |
| Keefe, Bruyette & Woods | Raises Target | AON (AON) | $356.69 | $400.00 ➝ $412.00 | Outperform ➝ Outperform |
| Citigroup | Lowers Target | ArcBest (ARCB) | $144.23 | $178.00 ➝ $171.00 | Buy ➝ Buy |
| Guggenheim | Initiates | argenex (ARGX) | $844.61 | $1,185.00 | Buy |
| Wells Fargo & Company | Reiterates | Arvinas (ARVN) | $9.01 | | Overweight ➝ Equal Weight |
| BTIG Research | Reiterates | Arvinas (ARVN) | $9.01 | $18.00 | Buy ➝ Buy |
| Wells Fargo & Company | Raises Target | Arxis (ARXS) | $58.34 | $52.00 ➝ $63.00 | Overweight ➝ Overweight |
| JPMorgan Chase & Co. | Raises Target | Amer Sports (AS) | $36.30 | $59.00 ➝ $64.00 | Overweight ➝ Overweight |
| Truist Financial | Lowers Target | American Water Works (AWK) | $134.16 | $139.00 ➝ $138.00 | Hold ➝ Hold |
| Keefe, Bruyette & Woods | Lowers Target | Axis Capital (AXS) | $103.90 | $131.00 ➝ $125.00 | Outperform ➝ Outperform |
| Deutsche Bank Aktiengesellschaft | Reiterates | AstraZeneca (AZN) | £116.90 | £115 | Sector perform |
| Shore Capital Group | Reiterates | A.G. BARR (BAG) | GBX 606.82 | | House Stock |
| Peel Hunt | Reiterates | A.G. BARR (BAG) | GBX 606.82 | GBX 800 | Buy |
| Telsey Advisory Group | Raises Target | Best Buy (BBY) | $86.44 | $90.00 ➝ $95.00 | Outperform ➝ Outperform |
| Keefe, Bruyette & Woods | Raises Target | California BanCorp (BCAL) | $21.54 | $23.00 ➝ $24.00 | Outperform ➝ Outperform |
| Canaccord Genuity Group | Reiterates | Better Home & Finance (BETR) | $17.25 | $42.00 | Buy ➝ Buy |
| Mizuho | Raises Target | Biogen (BIIB) | $208.84 | $221.00 ➝ $241.00 | Outperform ➝ Outperform |
| JPMorgan Chase & Co. | Raises Target | Birkenstock (BIRK) | $37.85 | $49.00 ➝ $58.00 | Overweight ➝ Overweight |
| Needham & Company LLC | Raises Target | Backblaze (BLZE) | $19.87 | $14.00 ➝ $23.00 | Buy ➝ Buy |
| Oppenheimer | Raises Target | Backblaze (BLZE) | $19.87 | $15.00 ➝ $25.00 | Outperform ➝ Outperform |
| B. Riley Financial | Raises Target | Backblaze (BLZE) | $19.87 | $16.00 ➝ $24.00 | Buy ➝ Buy |
| Citizens Jmp | Raises Target | Backblaze (BLZE) | $19.87 | $16.00 ➝ $21.00 | Market Outperform ➝ Market Outperform |
| Keefe, Bruyette & Woods | Raises Target | Bank of Marin Bancorp (BMRC) | $29.47 | $31.00 ➝ $32.00 | Outperform ➝ Outperform |
| JPMorgan Chase & Co. | Raises Target | Bank of New York Mellon (BNY) | $157.31 | $149.00 ➝ $159.00 | Overweight ➝ Overweight |
| Needham & Company LLC | Raises Target | Bitdeer Technologies Group (BTDR) | $11.36 | $19.00 ➝ $22.00 | Buy ➝ Buy |
| UBS Group | Lowers Target | Peabody Energy (BTU) | $22.36 | $27.00 ➝ $26.50 | Neutral ➝ Neutral |
| BTIG Research | Reiterates | BWX Technologies (BWXT) | $172.19 | $235.00 | Buy ➝ Buy |
| Jefferies Financial Group | Reiterates | Chrysalis Investments (CHRY) | GBX 74.66 | | Buy |
| Chardan Capital | Reiterates | Cipher Mining (CIFR) | $20.47 | $32.00 | Buy ➝ Buy |
| Berenberg Bank | Raises Target | Clarkson (CKN) | GBX 5,230 | GBX 5,250 ➝ GBX 5,925 | Buy |
| Deutsche Bank Aktiengesellschaft | Raises Target | Clarkson (CKN) | GBX 5,230 | GBX 4,950 ➝ GBX 5,300 | Buy |
| Berenberg Bank | Reiterates | CLS (CLI) | GBX 48.20 | GBX 58 | Buy |
| Peel Hunt | Reiterates | CLS (CLI) | GBX 48.20 | GBX 45 | Reduce |
| JPMorgan Chase & Co. | Raises Target | Clorox (CLX) | $104.26 | $92.00 ➝ $95.00 | Underweight ➝ Underweight |
| Wells Fargo & Company | Raises Target | Clorox (CLX) | $104.26 | $95.00 ➝ $102.00 | Equal Weight ➝ Equal Weight |
| Argus | Raises Target | Chipotle Mexican Grill (CMG) | $33.86 | $40.00 ➝ $45.00 | Buy ➝ Buy |
| Keefe, Bruyette & Woods | Lowers Target | Claros Mortgage Trust (CMTG) | $1.75 | $2.50 ➝ $2.15 | Underperform ➝ Underperform |
| JPMorgan Chase & Co. | Raises Target | Centene (CNC) | $63.88 | $60.00 ➝ $67.00 | Neutral ➝ Neutral |
| Truist Financial | Reiterates | CNH Industrial (CNH) | $11.26 | $16.00 ➝ $15.00 | Buy ➝ Buy |
| BMO Capital Markets | Raises Target | CNH Industrial (CNH) | $11.26 | $11.00 ➝ $12.00 | Market Perform ➝ Market Perform |
| Peel Hunt | Reiterates | Capita (CPI) | GBX 250 | GBX 311 | Buy |
| JPMorgan Chase & Co. | Lowers Target | Capri (CPRI) | $16.53 | $29.00 ➝ $22.00 | Overweight ➝ Overweight |
| Stephens | Raises Target | Crescent Energy (CRGY) | $11.29 | $17.00 ➝ $18.00 | Overweight ➝ Overweight |
| Mizuho | Raises Target | Crescent Energy (CRGY) | $11.29 | $15.00 ➝ $16.00 | Neutral ➝ Neutral |
| Wells Fargo & Company | Raises Target | Carpenter Technology (CRS) | $571.30 | $425.00 ➝ $540.00 | Equal Weight ➝ Equal Weight |
| Peel Hunt | Reiterates | ConvaTec Group (CTEC) | GBX 229.40 | GBX 270 | Add |
| Robert W. Baird | Raises Target | Custom Truck One Source (CTOS) | $10.95 | $10.00 ➝ $12.00 | Neutral ➝ Neutral |
| Mizuho | Raises Target | CVR Energy (CVI) | $33.26 | $28.00 ➝ $29.00 | Underperform ➝ Underperform |
| Hovde Group | Raises Target | Carvana (CVNA) | $67.91 | $39.50 ➝ $48.00 | Market Perform |
| Craig Hallum | Upgrades | 3D Systems (DDD) | $3.58 | $6.00 | Hold ➝ Buy |
| Rosenblatt Securities | Raises Target | Datadog (DDOG) | $288.09 | $220.00 ➝ $305.00 | Buy ➝ Buy |
| Canaccord Genuity Group | Raises Target | Datadog (DDOG) | $288.09 | $250.00 ➝ $295.00 | Buy ➝ Buy |
| Wells Fargo & Company | Lowers Target | D.R. Horton (DHI) | $150.52 | $170.00 ➝ $155.00 | Equal Weight ➝ Equal Weight |
| Shore Capital Group | Reiterates | Domino's Pizza Group (DOM) | GBX 220 | GBX 200 | Hold |
| Peel Hunt | Reiterates | Domino's Pizza Group (DOM) | GBX 220 | GBX 275 | Buy |
| Rosenblatt Securities | Reiterates | Dynatrace (DT) | $45.77 | $52.00 | Buy ➝ Buy |
| Bank of America | Downgrades | Duolingo (DUOL) | $137.33 | $103.00 ➝ $93.00 | Neutral ➝ Underperform |
| Argus | Raises Target | DexCom (DXCM) | $86.96 | $86.00 ➝ $96.00 | Buy ➝ Buy |
| Citizens Jmp | Reiterates | eBay (EBAY) | $109.61 | | Market Outperform ➝ Market Perform |
| TD Cowen | Lowers Target | Echostar (ECHO) | $91.60 | $155.00 ➝ $130.00 | Buy ➝ Buy |
| Jefferies Financial Group | Reiterates | Entain (ENT) | GBX 549.24 | GBX 1,000 | Buy |
| Morgan Stanley | Lowers Target | EPAM Systems (EPAM) | $112.07 | $112.00 ➝ $100.00 | Equal Weight ➝ Equal Weight |
| Needham & Company LLC | Raises Target | EverQuote (EVER) | $23.90 | $25.00 ➝ $30.00 | Buy ➝ Buy |
| B. Riley Financial | Reiterates | EverQuote (EVER) | $23.90 | $30.00 ➝ $34.00 | Buy ➝ Buy |
| Berenberg Bank | Raises Target | Volution Group (FAN) | GBX 692 | GBX 870 ➝ GBX 880 | Buy |
| Jefferies Financial Group | Reiterates | Volution Group (FAN) | GBX 692 | GBX 850 | Buy |
| Keefe, Bruyette & Woods | Raises Target | First Bancorp (FBNC) | $65.44 | $67.00 ➝ $70.00 | Outperform ➝ Outperform |
| Deutsche Bank Aktiengesellschaft | Lowers Target | FDM Group (FDM) | GBX 113.80 | GBX 160 ➝ GBX 155 | Buy |
| Bank of America | Upgrades | Fomento Economico Mexicano (FMX) | $126.00 | $125.00 ➝ $150.00 | Neutral ➝ Buy |
| Jefferies Financial Group | Reiterates | Fresnillo (FRES) | GBX 2,629 | GBX 2,700 | Hold |
| Canaccord Genuity Group | Raises Target | JFrog (FROG) | $86.30 | $78.00 ➝ $95.00 | Buy ➝ Buy |
| BTIG Research | Lowers Target | FTAI Aviation (FTAI) | $222.69 | $400.00 ➝ $350.00 | Buy ➝ Buy |
| Berenberg Bank | Reiterates | Filtronic (FTC) | GBX 233 | GBX 440 | Buy |
| JonesTrading | Initiates | Sensei Biotherapeutics (FTH) | $25.64 | $55.00 | Buy |
| Wells Fargo & Company | Raises Target | General Dynamics (GD) | $386.07 | $400.00 ➝ $440.00 | Overweight ➝ Overweight |
| Morgan Stanley | Raises Target | Guardant Health (GH) | $159.63 | $175.00 ➝ $185.00 | Overweight ➝ Overweight |
| BMO Capital Markets | Raises Target | Global-e Online (GLBE) | $41.44 | $42.00 ➝ $46.00 | Outperform ➝ Outperform |
| Deutsche Bank Aktiengesellschaft | Reiterates | GSK (GSK) | GBX 1,914.50 | GBX 2,000 | Hold |
| Wells Fargo & Company | Raises Target | Huntington Ingalls Industries (HII) | $323.14 | $325.00 ➝ $340.00 | Equal Weight ➝ Equal Weight |
| Needham & Company LLC | Raises Target | Harmony Biosciences (HRMY) | $38.82 | $45.00 ➝ $50.00 | Buy ➝ Buy |
| Jefferies Financial Group | Reiterates | HSBC (HSBA) | GBX 1,584.60 | GBX 1,120 | Hold |
| Wells Fargo & Company | Lowers Target | Huntsman (HUN) | $10.42 | $14.00 ➝ $11.00 | Equal Weight ➝ Equal Weight |
| Wells Fargo & Company | Raises Target | Hexcel (HXL) | $104.35 | $95.00 ➝ $120.00 | Overweight ➝ Overweight |
| Wells Fargo & Company | Raises Target | Ibotta (IBTA) | $36.00 | $38.00 ➝ $40.00 | Equal Weight ➝ Equal Weight |
| Needham & Company LLC | Reiterates | Ibotta (IBTA) | $36.00 | $45.00 | Buy ➝ Buy |
| Needham & Company LLC | Raises Target | Ichor (ICHR) | $71.29 | $72.00 ➝ $88.00 | Buy ➝ Buy |
| B. Riley Financial | Lowers Target | Ichor (ICHR) | $71.29 | $125.00 ➝ $105.00 | Buy ➝ Buy |
| Oppenheimer | Raises Target | Ichor (ICHR) | $71.29 | $60.00 ➝ $80.00 | Market Perform ➝ Market Perform |
| JPMorgan Chase & Co. | Raises Target | Immunovant (IMVT) | $39.43 | $47.00 ➝ $50.00 | Overweight ➝ Overweight |
| Mizuho | Raises Target | Incyte (INCY) | $120.66 | $121.00 ➝ $137.00 | Outperform ➝ Outperform |
| JPMorgan Chase & Co. | Raises Target | Inspire Medical Systems (INSP) | $64.08 | $54.00 ➝ $60.00 | Neutral ➝ Neutral |
| Mizuho | Raises Target | Inspire Medical Systems (INSP) | $64.08 | $55.00 ➝ $65.00 | Outperform ➝ Outperform |
| Robert W. Baird | Raises Target | Inspire Medical Systems (INSP) | $64.08 | $54.00 ➝ $59.00 | Neutral ➝ Neutral |
| Oppenheimer | Upgrades | Inspire Medical Systems (INSP) | $64.08 | $85.00 | Market Perform ➝ Outperform |
| Benchmark | Initiates | Maywood Acquisition (IPEX) | $10.54 | $14.00 | Buy |
| Wells Fargo & Company | Raises Target | Integer (ITGR) | $124.94 | $84.00 ➝ $127.00 | Equal Weight ➝ Equal Weight |
| JPMorgan Chase & Co. | Raises Target | Jazz Pharmaceuticals (JAZZ) | $261.50 | $265.00 ➝ $276.00 | Overweight ➝ Overweight |
| Needham & Company LLC | Raises Target | Jazz Pharmaceuticals (JAZZ) | $261.50 | $282.00 ➝ $292.00 | Buy ➝ Buy |
| Robert W. Baird | Raises Target | Jazz Pharmaceuticals (JAZZ) | $261.50 | $252.00 ➝ $280.00 | Outperform ➝ Outperform |
| Morgan Stanley | Raises Target | Jazz Pharmaceuticals (JAZZ) | $261.50 | $245.00 ➝ $280.00 | Overweight ➝ Overweight |
| Jefferies Financial Group | Reiterates | Johnson Matthey (JMAT) | GBX 2,076.30 | GBX 2,330 | Buy |
| Argus | Raises Target | KKR & Co. Inc. (KKR) | $108.23 | $115.00 ➝ $125.00 | Buy ➝ Buy |
| Berenberg Bank | Raises Target | Keller Group (KLR) | GBX 3,028 | GBX 3,150 ➝ GBX 3,300 | Buy |
| Peel Hunt | Reiterates | Keller Group (KLR) | GBX 3,028 | GBX 2,910 | Buy |
| Jefferies Financial Group | Reiterates | Kosmos Energy (KOS) | GBX 191 | GBX 210 | Buy |
| Leerink Partners | Lowers Target | Keros Therapeutics (KROS) | $10.24 | $30.00 ➝ $23.00 | Outperform ➝ Outperform |
| JPMorgan Chase & Co. | Raises Target | Kontoor Brands (KTB) | $83.62 | $90.00 ➝ $105.00 | Overweight ➝ Overweight |
| Cantor Fitzgerald | Lowers Target | Kratos Defense & Security Solutions (KTOS) | $51.70 | $115.00 ➝ $100.00 | Overweight ➝ Overweight |
| JPMorgan Chase & Co. | Raises Target | Lithia Motors (LAD) | $370.44 | $325.00 ➝ $340.00 | Neutral ➝ Neutral |
| JPMorgan Chase & Co. | Raises Target | Levi Strauss & Co. (LEVI) | $24.52 | $33.00 ➝ $34.00 | Overweight ➝ Overweight |
| Peel Hunt | Reiterates | Legal & General Group (LGEN) | GBX 302.78 | GBX 320 | Add |
| Piper Sandler | Raises Target | Labcorp (LH) | $312.69 | $300.00 ➝ $309.00 | Neutral ➝ Neutral |
| Citigroup | Raises Target | Ethos Technologies Inc. Class A Common Stock (LIFE) | $28.01 | $27.00 ➝ $33.00 | Buy ➝ Buy |
| Citizens Jmp | Raises Target | Ethos Technologies Inc. Class A Common Stock (LIFE) | $28.01 | $27.00 ➝ $33.00 | Market Outperform ➝ Market Outperform |
| Barclays | Raises Target | Ethos Technologies Inc. Class A Common Stock (LIFE) | $28.01 | $27.00 ➝ $37.00 | Overweight ➝ Overweight |
| Robert W. Baird | Raises Target | Ethos Technologies Inc. Class A Common Stock (LIFE) | $28.01 | $26.00 ➝ $32.00 | Outperform ➝ Outperform |
| Rosenblatt Securities | Reiterates | Lattice Semiconductor (LSCC) | $138.04 | $175.00 | Buy ➝ Buy |
| Wolfe Research | Upgrades | Landstar System (LSTR) | $181.66 | $214.00 | Peer Perform ➝ Outperform |
| JPMorgan Chase & Co. | Raises Target | lululemon athletica (LULU) | $122.98 | $149.00 ➝ $154.00 | Neutral ➝ Neutral |
| UBS Group | Raises Target | LyondellBasell Industries (LYB) | $61.23 | $56.00 ➝ $64.00 | Neutral ➝ Neutral |
| Scotiabank | Lowers Target | Mid-America Apartment Communities (MAA) | $133.25 | $137.00 ➝ $134.00 | Sector Underperform ➝ Sector Underperform |
| Wells Fargo & Company | Lowers Target | Marriott International (MAR) | $345.21 | $449.00 ➝ $425.00 | Overweight ➝ Overweight |
| Mizuho | Lowers Target | Marriott International (MAR) | $345.21 | $384.00 ➝ $374.00 | Neutral ➝ Neutral |
| Robert W. Baird | Lowers Target | Marriott International (MAR) | $345.21 | $394.00 ➝ $393.00 | Neutral ➝ Neutral |
| Barclays | Lowers Target | Marriott International (MAR) | $345.21 | $379.00 ➝ $348.00 | Equal Weight ➝ Equal Weight |
| BMO Capital Markets | Lowers Target | Marriott International (MAR) | $345.21 | $410.00 ➝ $395.00 | Outperform ➝ Outperform |
| JPMorgan Chase & Co. | Raises Target | Matson (MATX) | $213.14 | $230.00 ➝ $270.00 | Overweight ➝ Overweight |
| Wells Fargo & Company | Lowers Target | Mobility Global (MBGL) | $21.25 | $27.00 ➝ $25.00 | Overweight ➝ Overweight |
| Jefferies Financial Group | Reiterates | Mincon Group (MCON) | GBX 62 | | House Stock |
| Wolfe Research | Upgrades | Madrigal Pharmaceuticals (MDGL) | $506.29 | $605.00 | Peer Perform ➝ Outperform |
| Citizens Jmp | Lowers Target | MFA Financial (MFA) | $9.08 | $11.50 ➝ $11.00 | Market Outperform ➝ Market Outperform |
| Truist Financial | Raises Target | Mohawk Industries (MHK) | $136.42 | $135.00 ➝ $155.00 | Buy ➝ Buy |
| Berenberg Bank | Raises Target | Millicom International Cellular (MICC) | GBX 1,367.50 | GBX 1,217 ➝ GBX 1,280 | Hold |
| Truist Financial | Raises Target | Moog (MOG.A) | $409.00 | $344.00 ➝ $417.00 | Buy ➝ Buy |
| Morgan Stanley | Raises Target | Mettler-Toledo International (MTD) | $1,437.09 | $1,275.00 ➝ $1,450.00 | Equal Weight ➝ Equal Weight |
| Mizuho | Lowers Target | MasTec (MTZ) | $271.89 | $502.00 ➝ $457.00 | Outperform ➝ Outperform |
| JPMorgan Chase & Co. | Reiterates | NIKE (NKE) | $41.59 | $47.00 ➝ $40.00 | Neutral ➝ Underweight |
| Needham & Company LLC | Reiterates | Nurix Therapeutics (NRIX) | $24.71 | $34.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Raises Target | Northern Trust (NTRS) | $182.52 | $179.50 ➝ $185.50 | Neutral ➝ Neutral |
| Keefe, Bruyette & Woods | Raises Target | Origin Bancorp (OBK) | $54.94 | $57.00 ➝ $60.00 | Outperform ➝ Outperform |
| Chardan Capital | Reiterates | Ocular Therapeutix (OCUL) | $8.61 | $23.00 | Buy ➝ Buy |
| Rosenblatt Securities | Reiterates | onsemi (ON) | $80.82 | $85.00 | Neutral ➝ Neutral |
| Robert W. Baird | Raises Target | onsemi (ON) | $80.82 | $100.00 ➝ $108.00 | Neutral ➝ Neutral |
| Needham & Company LLC | Lowers Target | onsemi (ON) | $80.82 | $130.00 ➝ $116.00 | Buy ➝ Buy |
| Wells Fargo & Company | Lowers Target | onsemi (ON) | $80.82 | $130.00 ➝ $110.00 | Overweight ➝ Overweight |
| B. Riley Financial | Lowers Target | onsemi (ON) | $80.82 | $135.00 ➝ $127.00 | Buy ➝ Buy |
| Mizuho | Lowers Target | onsemi (ON) | $80.82 | $125.00 ➝ $110.00 | Outperform ➝ Outperform |
| Keefe, Bruyette & Woods | Lowers Target | Offerpad Solutions (OPAD) | $4.84 | $5.50 ➝ $4.50 | Market Perform ➝ Market Perform |
| Jefferies Financial Group | Reiterates | Octopus Renewables Infrastructure Trust (ORIT) | GBX 60.50 | | Hold |
| The Goldman Sachs Group | Lowers Target | Grupo Aeroportuario Del Pacifico (PAC) | $220.70 | $312.00 ➝ $275.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Raises Target | Penske Automotive Group (PAG) | $218.84 | $170.00 ➝ $215.00 | Neutral ➝ Neutral |
| JPMorgan Chase & Co. | Raises Target | Phillips Edison & Company, Inc. (PECO) | $41.61 | $41.00 ➝ $46.00 | Neutral ➝ Neutral |
| Hovde Group | Raises Target | Peoples Financial Services (PFIS) | $72.46 | $61.00 ➝ $75.00 | Market Perform |
| JPMorgan Chase & Co. | Lowers Target | Progressive (PGR) | $210.72 | $250.00 ➝ $241.00 | Neutral ➝ Neutral |
| Robert W. Baird | Lowers Target | Douglas Dynamics (PLOW) | $44.55 | $56.00 ➝ $50.00 | Neutral ➝ Neutral |
| Piper Sandler | Reiterates | Palantir Technologies (PLTR) | $162.71 | $230.00 | Overweight ➝ Overweight |
| Cantor Fitzgerald | Raises Target | Palantir Technologies (PLTR) | $162.71 | $138.00 ➝ $156.00 | Neutral ➝ Neutral |
| JPMorgan Chase & Co. | Reiterates | PVH (PVH) | $88.71 | $70.00 ➝ $84.00 | Neutral ➝ Underweight |
| Morgan Stanley | Initiates | QXO (QXO) | $15.37 | $35.00 | Overweight |
| Guggenheim | Lowers Target | Ultragenyx Pharmaceutical (RARE) | $25.83 | $43.00 ➝ $35.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Raises Target | Ralph Lauren (RL) | $378.90 | $434.00 ➝ $452.00 | Overweight ➝ Overweight |
| Peel Hunt | Reiterates | Rotork (ROR) | GBX 486.20 | GBX 503 | Hold |
| JPMorgan Chase & Co. | Raises Target | Rolls-Royce Holdings plc (RR) | GBX 1,506.80 | GBX 1,625 ➝ GBX 1,800 | Overweight |
| Deutsche Bank Aktiengesellschaft | Raises Target | RWS (RWS) | GBX 115.80 | GBX 175 ➝ GBX 180 | Buy |
| JPMorgan Chase & Co. | Lowers Target | Sonic Automotive (SAH) | $88.05 | $76.00 ➝ $72.00 | Underweight ➝ Underweight |
| JPMorgan Chase & Co. | Lowers Target | SBA Communications (SBAC) | $187.71 | $230.00 ➝ $220.00 | Neutral ➝ Neutral |
| Morgan Stanley | Lowers Target | SBA Communications (SBAC) | $187.71 | $225.00 ➝ $215.00 | Equal Weight ➝ Equal Weight |
| Peel Hunt | Reiterates | Sabre Insurance Group (SBRE) | GBX 175.80 | GBX 200 | Add |
| Jefferies Financial Group | Reiterates | Sabre Insurance Group (SBRE) | GBX 175.80 | GBX 152 | Hold |
| TD Cowen | Lowers Target | SEA (SE) | $111.53 | $108.00 ➝ $100.00 | Hold ➝ Hold |
| Peel Hunt | Reiterates | SEGRO (SGRO) | GBX 974.80 | GBX 915 | Hold |
| Peel Hunt | Reiterates | SIG (SHI) | GBX 8.44 | GBX 14 | Buy |
| Truist Financial | Reiterates | SiBone (SIBN) | $18.45 | $21.00 ➝ $23.00 | Buy ➝ Buy |
| Piper Sandler | Lowers Target | Site Centers (SITC) | $3.17 | $5.00 ➝ $3.50 | Neutral ➝ Neutral |
| Needham & Company LLC | Initiates | SK hynix (SKHY) | $154.63 | $200.00 | Buy |
| Wolfe Research | Initiates | SK hynix (SKHY) | $154.63 | $200.00 | Outperform |
| Cantor Fitzgerald | Initiates | SK hynix (SKHY) | $154.63 | $300.00 | Overweight |
| Stifel Nicolaus | Initiates | SK hynix (SKHY) | $154.63 | $240.00 | Buy |
| Rosenblatt Securities | Initiates | SK hynix (SKHY) | $154.63 | $320.00 | Buy |
| Cantor Fitzgerald | Raises Target | Snap (SNAP) | $5.79 | $5.00 ➝ $6.00 | Neutral ➝ Neutral |
| Rosenblatt Securities | Lowers Target | Snap (SNAP) | $5.79 | $6.40 ➝ $6.00 | Neutral ➝ Neutral |
| Truist Financial | Lowers Target | Snap (SNAP) | $5.79 | $8.00 ➝ $7.00 | Hold ➝ Hold |
| Citigroup | Raises Target | Snap (SNAP) | $5.79 | $6.50 ➝ $6.75 | Neutral ➝ Neutral |
| Citizens Jmp | Reiterates | Snap (SNAP) | $5.79 | | Market Perform ➝ Market Perform |
| DA Davidson | Raises Target | Snap (SNAP) | $5.79 | $5.00 ➝ $5.25 | Neutral ➝ Neutral |
| Wells Fargo & Company | Raises Target | Snap (SNAP) | $5.79 | $5.00 ➝ $6.00 | Equal Weight ➝ Equal Weight |
| HC Wainwright | Reiterates | Seaport Therapeutics (SPTX) | $21.38 | $50.00 | Buy ➝ Buy |
| Canaccord Genuity Group | Lowers Target | Sportradar Group (SRAD) | $12.91 | $28.00 ➝ $24.00 | Buy ➝ Buy |
| Wells Fargo & Company | Reiterates | Sportradar Group (SRAD) | $12.91 | $17.00 ➝ $14.00 | Overweight ➝ Equal Weight |
| BTIG Research | Reiterates | Sportradar Group (SRAD) | $12.91 | | Buy ➝ Neutral |
| Citizens Jmp | Lowers Target | Sportradar Group (SRAD) | $12.91 | $24.00 ➝ $20.00 | Market Outperform ➝ Market Outperform |
| JPMorgan Chase & Co. | Lowers Target | Sportradar Group (SRAD) | $12.91 | $17.00 ➝ $15.00 | Neutral ➝ Neutral |
| Citigroup | Lowers Target | Sportradar Group (SRAD) | $12.91 | $23.00 ➝ $20.00 | Buy ➝ Buy |
| Truist Financial | Lowers Target | Sportradar Group (SRAD) | $12.91 | $18.00 ➝ $16.00 | Buy ➝ Buy |
| Berenberg Bank | Raises Target | SSP Group (SSPG) | GBX 210 | GBX 230 ➝ GBX 240 | Buy |
| Wedbush | Reiterates | STAAR Surgical (STAA) | $24.16 | $40.00 | Outperform ➝ Outperform |
| Rosenblatt Securities | Raises Target | Stagwell (STGW) | $8.99 | $9.00 ➝ $10.00 | Buy ➝ Buy |
| Jefferies Financial Group | Reiterates | Scorpio Tankers (STNG) | $76.49 | $100.00 | Buy ➝ Buy |
| Canaccord Genuity Group | Lowers Target | Stoke Therapeutics (STOK) | $31.62 | $60.00 ➝ $58.00 | Buy ➝ Buy |
| Chardan Capital | Reiterates | Stoke Therapeutics (STOK) | $31.62 | $35.00 | Buy ➝ Buy |
| Wedbush | Raises Target | Stoke Therapeutics (STOK) | $31.62 | $38.00 ➝ $40.00 | Outperform ➝ Outperform |
| Guggenheim | Reiterates | Stoke Therapeutics (STOK) | $31.62 | $60.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Raises Target | State Street (STT) | $185.35 | $176.50 ➝ $187.00 | Neutral ➝ Neutral |
| Peel Hunt | Reiterates | Syncona (SYNC) | GBX 106.60 | GBX 189 | Buy |
| Peel Hunt | Reiterates | Synthomer (SYNT) | GBX 99 | GBX 200 | Buy |
| BTIG Research | Reiterates | TKO Group (TKO) | $184.90 | $237.00 | Buy ➝ Buy |
| Peel Hunt | Reiterates | Travis Perkins (TPK) | GBX 678.50 | GBX 660 | Buy |
| JPMorgan Chase & Co. | Raises Target | Tapestry (TPR) | $155.87 | $205.00 ➝ $211.00 | Overweight ➝ Overweight |
| Bank of America | Reiterates | TELUS (TU) | $9.53 | | Buy ➝ Underperform |
| Deutsche Bank Aktiengesellschaft | Lowers Target | Taylor Wimpey (TW) | GBX 80.02 | GBX 96 ➝ GBX 82 | Hold |
| Robert W. Baird | Raises Target | Twist Bioscience (TWST) | $99.52 | $113.00 ➝ $115.00 | Outperform ➝ Outperform |
| Needham & Company LLC | Raises Target | Ultra Clean (UCTT) | $84.73 | $92.00 ➝ $125.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Raises Target | United Dominion Realty Trust (UDR) | $38.58 | $39.00 ➝ $41.00 | Underweight ➝ Underweight |
| Argus | Reiterates | United Rentals (URI) | $1,149.42 | $1,250.00 | Buy ➝ Buy |
| Morgan Stanley | Lowers Target | Veracyte (VCYT) | $46.38 | $47.00 ➝ $44.00 | Underweight ➝ Underweight |
| Stephens | Lowers Target | Veracyte (VCYT) | $46.38 | $68.00 ➝ $55.00 | Overweight ➝ Overweight |
| Stephens | Lowers Target | Vertex (VERX) | $12.30 | $20.00 ➝ $18.00 | Overweight ➝ Overweight |
| DA Davidson | Lowers Target | Vertex (VERX) | $12.30 | $15.00 ➝ $12.00 | Neutral ➝ Neutral |
| BMO Capital Markets | Raises Target | Vertex (VERX) | $12.30 | $14.00 ➝ $15.00 | Market Perform |
| Robert W. Baird | Lowers Target | Vertex (VERX) | $12.30 | $19.00 ➝ $17.00 | Outperform ➝ Outperform |
| Mizuho | Raises Target | Valero Energy (VLO) | $308.35 | $289.00 ➝ $300.00 | Neutral ➝ Neutral |
| Canaccord Genuity Group | Raises Target | Vertex Pharmaceuticals (VRTX) | $478.10 | $436.00 ➝ $442.00 | Hold ➝ Hold |
| Cantor Fitzgerald | Raises Target | Vertex Pharmaceuticals (VRTX) | $478.10 | $590.00 ➝ $595.00 | Overweight ➝ Overweight |
| Needham & Company LLC | Initiates | Vishay Intertechnology (VSH) | $38.80 | $45.00 | Buy |
| Raymond James Financial | Initiates | Vishay Intertechnology (VSH) | $38.80 | $40.00 | Outperform |
| Canaccord Genuity Group | Lowers Target | Vulcan Energy Resources (VUL) | GBX 226.25 | GBX 323 ➝ GBX 308 | Buy |
| Robert W. Baird | Reiterates | V2X (VVX) | $79.05 | $94.00 | Outperform ➝ Neutral |
| Morgan Stanley | Raises Target | V2X (VVX) | $79.05 | $80.00 ➝ $90.00 | Equal Weight ➝ Equal Weight |
| LADENBURG THALM/SH SH | Downgrades | WEC Energy Group (WEC) | $109.30 | $110.50 | Buy ➝ Neutral |
| Canaccord Genuity Group | Raises Target | GeneDx (WGS) | $70.38 | $75.00 ➝ $90.00 | Buy ➝ Buy |
| BTIG Research | Reiterates | GeneDx (WGS) | $70.38 | $90.00 | Buy ➝ Buy |
| Wells Fargo & Company | Lowers Target | Wealthfront (WLTH) | $9.82 | $12.00 ➝ $11.50 | Overweight ➝ Overweight |
| UBS Group | Raises Target | Waste Management (WM) | $225.11 | $265.00 ➝ $270.00 | Buy ➝ Buy |
| Keefe, Bruyette & Woods | Raises Target | Willis Towers Watson Public (WTW) | $339.67 | $381.00 ➝ $394.00 | Outperform ➝ Outperform |
| Mizuho | Lowers Target | WAVE Life Sciences (WVE) | $6.01 | $27.00 ➝ $23.00 | Outperform ➝ Outperform |
| Citigroup | Lowers Target | Weyerhaeuser (WY) | $25.83 | $30.00 ➝ $29.00 | Buy ➝ Buy |
| Berenberg Bank | Reiterates | Xaar (XAR) | GBX 119.50 | GBX 140 | Buy |
| DZ Bank | Reiterates | ExxonMobil (XOM) | $154.06 | $156.00 | Buy ➝ Hold |
| JPMorgan Chase & Co. | Lowers Target | Yum! Brands (YUM) | $147.78 | $170.00 ➝ $160.00 | Overweight ➝ Overweight |
