| Royal Bank Of Canada | Lowers Target | Advance Auto Parts (AAP) | $42.08 | $67.00 ➝ $52.00 | Sector Perform ➝ Sector Perform |
| DA Davidson | Lowers Target | Advance Auto Parts (AAP) | $42.08 | $58.00 ➝ $48.00 | Neutral ➝ Neutral |
| Morgan Stanley | Lowers Target | Advance Auto Parts (AAP) | $42.08 | $65.00 ➝ $52.00 | Equal Weight ➝ Equal Weight |
| BTIG Research | Reiterates | Ascentage Pharma Group International (AAPG) | $17.44 | $48.00 | Buy ➝ Buy |
| Robert W. Baird | Raises Target | Autodesk (ADSK) | $255.09 | $312.00 ➝ $325.00 | Outperform ➝ Outperform |
| Morgan Stanley | Lowers Target | Ameren (AEE) | $107.10 | $118.00 ➝ $114.00 | Equal Weight ➝ Equal Weight |
| Morgan Stanley | Lowers Target | American Electric Power (AEP) | $122.10 | $139.00 ➝ $135.00 | Overweight ➝ Overweight |
| JPMorgan Chase & Co. | Initiates | Amarin (AMRN) | $14.23 | $13.00 | Underweight |
| Berenberg Bank | Lowers Target | Ashtead Technology (AT) | GBX 358 | GBX 700 ➝ GBX 650 | Buy |
| Morgan Stanley | Lowers Target | Atmos Energy (ATO) | $168.12 | $196.00 ➝ $190.00 | Equal Weight ➝ Equal Weight |
| JPMorgan Chase & Co. | Raises Target | Alibaba Group (BABA) | $121.81 | $205.00 ➝ $210.00 | Overweight ➝ Overweight |
| Robert W. Baird | Lowers Target | Alibaba Group (BABA) | $121.81 | $164.00 ➝ $160.00 | Outperform ➝ Outperform |
| William Blair | Initiates | Beta Bionics (BBNX) | $19.18 | | Market Perform |
| Citizens Jmp | Initiates | Builders FirstSource (BLDR) | $70.32 | | Market Perform |
| Keefe, Bruyette & Woods | Initiates | Bank Of Montreal (BMO) | $173.90 | | Outperform |
| Keefe, Bruyette & Woods | Initiates | Bank of Nova Scotia (BNS) | $87.31 | | Outperform |
| Canaccord Genuity Group | Reiterates | BTGO (BTGO) | $6.94 | $15.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Downgrades | Bowman Consulting Group (BWMN) | $42.59 | $40.00 ➝ $43.00 | Neutral ➝ Underweight |
| Keefe, Bruyette & Woods | Initiates | Canadian Imperial Bank of Commerce (CM) | $116.48 | | Market Perform |
| Morgan Stanley | Lowers Target | CMS Energy (CMS) | $69.10 | $80.00 ➝ $79.00 | Equal Weight ➝ Equal Weight |
| Morgan Stanley | Lowers Target | CenterPoint Energy (CNP) | $39.11 | $40.00 ➝ $39.00 | Equal Weight ➝ Equal Weight |
| HC Wainwright | Lowers Target | Envoy Medical (COCH) | $0.74 | $2.50 ➝ $2.00 | Buy ➝ Buy |
| Morgan Stanley | Lowers Target | Dominion Energy (D) | $67.21 | $71.00 ➝ $68.00 | Equal Weight ➝ Equal Weight |
| JPMorgan Chase & Co. | Raises Target | Deere & Company (DE) | $632.75 | $570.00 ➝ $585.00 | Neutral ➝ Neutral |
| Robert W. Baird | Raises Target | Deere & Company (DE) | $632.75 | $525.00 ➝ $640.00 | Neutral ➝ Neutral |
| Barclays | Raises Target | Doximity (DOCS) | $25.54 | $20.00 ➝ $27.00 | Equal Weight ➝ Equal Weight |
| Shore Capital Group | Upgrades | Domino's Pizza Group (DOM) | GBX 205.80 | GBX 270 | Buy |
| Morgan Stanley | Lowers Target | Duke Energy (DUK) | $120.44 | $138.00 ➝ $133.00 | Equal Weight ➝ Equal Weight |
| JPMorgan Chase & Co. | Reiterates | DoubleVerify (DV) | $13.31 | $13.60 | Overweight ➝ Neutral |
| JPMorgan Chase & Co. | Initiates | Emergent Biosolutions (EBS) | $4.90 | | Underweight |
| Morgan Stanley | Lowers Target | Consolidated Edison (ED) | $106.92 | $105.00 ➝ $101.00 | Underweight ➝ Underweight |
| Morgan Stanley | Lowers Target | Edison International (EIX) | $71.81 | $69.00 ➝ $65.00 | Underweight ➝ Underweight |
| Barclays | Raises Target | Estee Lauder Companies (EL) | $101.15 | $80.00 ➝ $97.00 | Equal Weight ➝ Equal Weight |
| JPMorgan Chase & Co. | Raises Target | Elastic (ESTC) | $85.98 | $80.00 ➝ $93.00 | Overweight ➝ Overweight |
| D. Boral Capital | Initiates | EVE (EVEX) | $2.72 | $6.00 | Buy |
| Morgan Stanley | Lowers Target | Exelon (EXC) | $44.26 | $55.00 ➝ $53.00 | Equal Weight ➝ Equal Weight |
| Morgan Stanley | Lowers Target | FirstEnergy (FE) | $46.17 | $53.00 ➝ $52.00 | Overweight ➝ Overweight |
| DA Davidson | Initiates | Comfort Systems USA (FIX) | $1,640.39 | $2,100.00 | Buy |
| DZ Bank | Downgrades | Frontline (FRO) | $44.19 | | Hold ➝ Sell |
| Morgan Stanley | Raises Target | FTAI Aviation (FTAI) | $209.81 | $319.00 ➝ $360.00 | Overweight ➝ Overweight |
| Needham & Company LLC | Initiates | Sensei Biotherapeutics (FTH) | $33.20 | $56.00 | Buy |
| Shore Capital Group | Reiterates | Gore Street Energy Storage Fund (GSF) | GBX 48 | | House Stock |
| Jefferies Financial Group | Reiterates | Gore Street Energy Storage Fund (GSF) | GBX 48 | | Hold |
| Robert W. Baird | Raises Target | Haemonetics (HAE) | $109.25 | $96.00 ➝ $119.00 | Outperform ➝ Outperform |
| Jefferies Financial Group | Reiterates | Hays (HAS) | GBX 67.14 | GBX 28 | Underperform |
| The Goldman Sachs Group | Initiates | HDFC Bank (HDB) | $23.67 | | Buy |
| Barclays | Lowers Target | Hims & Hers Health (HIMS) | $33.91 | $39.00 ➝ $35.00 | Overweight ➝ Overweight |
| Royal Bank Of Canada | Lowers Target | Hershey (HSY) | $186.39 | $212.00 ➝ $206.00 | Sector Perform ➝ Sector Perform |
| Stephens | Raises Target | HomeTrust Bancshares (HTB) | $46.36 | $55.00 ➝ $57.00 | Overweight ➝ Overweight |
| Berenberg Bank | Lowers Target | Hunting (HTG) | GBX 405 | GBX 580 ➝ GBX 550 | Buy |
| Royal Bank Of Canada | Raises Target | International Consolidated Airlines Group (IAG) | GBX 422.90 | GBX 465 ➝ GBX 500 | Outperform |
| The Goldman Sachs Group | Initiates | ICICI Bank (IBN) | $30.06 | | Buy |
| Benchmark | Lowers Target | Intchains Group (ICG) | $0.95 | $3.00 ➝ $2.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Initiates | Immunocore (IMCR) | $36.69 | $50.00 | Overweight |
| BWS Financial | Reiterates | John B. Sanfilippo & Son (JBSS) | $73.29 | $109.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Lowers Target | JD Sports Fashion (JD) | GBX 80.08 | GBX 90 ➝ GBX 86 | Neutral |
| Berenberg Bank | Lowers Target | JD Sports Fashion (JD) | GBX 80.08 | GBX 155 ➝ GBX 150 | Buy |
| Deutsche Bank Aktiengesellschaft | Reiterates | JD Sports Fashion (JD) | GBX 80.08 | GBX 95 | Hold |
| Citigroup | Raises Target | JD Sports Fashion (JD) | GBX 80.08 | GBX 83 ➝ GBX 87 | Neutral |
| TD Cowen | Initiates | Lakefront Biotherapeutics American Depositary Shares (LKFT) | $28.86 | | Buy |
| JPMorgan Chase & Co. | Reiterates | Limbach (LMB) | $42.12 | $60.00 ➝ $50.00 | Neutral ➝ Underweight |
| Oppenheimer | Lowers Target | LSI Industries (LYTS) | $19.83 | $30.00 ➝ $29.00 | Outperform ➝ Outperform |
| Truist Financial | Initiates | Matthews International (MATW) | $21.27 | $24.00 | Hold |
| Bank of America | Initiates | Mobility Global (MBGL) | $19.81 | $23.00 | Neutral |
| JPMorgan Chase & Co. | Initiates | MBX Biosciences (MBX) | $66.70 | $88.00 | Overweight |
| BMO Capital Markets | Initiates | Microchip Technology (MCHP) | $75.34 | $95.00 | Outperform ➝ Outperform |
| BTIG Research | Lowers Target | MDxHealth (MDXH) | $0.74 | $4.00 ➝ $2.00 | Buy ➝ Buy |
| Morgan Stanley | Lowers Target | MGE Energy (MGEE) | $79.57 | $76.00 ➝ $74.00 | Underweight ➝ Underweight |
| Royal Bank Of Canada | Raises Target | Mplx (MPLX) | $57.83 | $60.00 ➝ $64.00 | Outperform ➝ Outperform |
| JPMorgan Chase & Co. | Raises Target | Moderna (MRNA) | $147.66 | $40.00 ➝ $77.00 | Underweight ➝ Underweight |
| BMO Capital Markets | Initiates | MACOM Technology Solutions (MTSI) | $265.57 | $335.00 | Market Perform |
| BMO Capital Markets | Initiates | Micron Technology (MU) | $964.22 | $1,300.00 | Outperform |
| Oppenheimer | Raises Target | Nordson (NDSN) | $329.80 | $335.00 ➝ $370.00 | Outperform ➝ Outperform |
| Robert W. Baird | Raises Target | Nordson (NDSN) | $329.80 | $328.00 ➝ $351.00 | Neutral ➝ Neutral |
| JPMorgan Chase & Co. | Initiates | Nektar Therapeutics (NKTR) | $74.70 | $65.00 | Neutral |
| Needham & Company LLC | Reiterates | NAPCO Security Technologies (NSSC) | $38.24 | $49.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Raises Target | News (NWSA) | $30.12 | $36.00 ➝ $38.00 | Overweight ➝ Overweight |
| JPMorgan Chase & Co. | Raises Target | Okta (OKTA) | $136.63 | $120.00 ➝ $165.00 | Overweight ➝ Overweight |
| Deutsche Bank Aktiengesellschaft | Lowers Target | OSB Group (OSB) | GBX 515.50 | GBX 660 ➝ GBX 615 | Hold |
| Oppenheimer | Lowers Target | OSI Systems (OSIS) | $199.06 | $320.00 ➝ $300.00 | Outperform ➝ Outperform |
| JPMorgan Chase & Co. | Raises Target | Progyny (PGNY) | $25.53 | $27.00 ➝ $30.00 | Neutral ➝ Neutral |
| Jefferies Financial Group | Reiterates | PPHE Hotel Group (PPH) | GBX 1,582 | GBX 2,050 | Buy |
| HC Wainwright | Reiterates | Rani Therapeutics (RANI) | $0.89 | | Buy ➝ Buy |
| Morgan Stanley | Raises Target | Ultragenyx Pharmaceutical (RARE) | $26.27 | $67.00 ➝ $74.00 | Overweight ➝ Overweight |
| B. Riley Financial | Upgrades | RF Industries (RFIL) | $11.43 | $15.00 | Neutral ➝ Buy |
| Robert W. Baird | Raises Target | Ross Stores (ROST) | $240.39 | $250.00 ➝ $270.00 | Outperform ➝ Outperform |
| JPMorgan Chase & Co. | Raises Target | Ross Stores (ROST) | $240.39 | $262.00 ➝ $272.00 | Overweight ➝ Overweight |
| BTIG Research | Reiterates | Revolve Group (RVLV) | $23.59 | $35.00 | Buy ➝ Buy |
| Keefe, Bruyette & Woods | Initiates | Royal Bank Of Canada (RY) | $204.98 | | Market Perform |
| JPMorgan Chase & Co. | Raises Target | SentinelOne (S) | $21.05 | $18.00 ➝ $22.00 | Neutral ➝ Neutral |
| Deutsche Bank Aktiengesellschaft | Reiterates | Saga (SAGA) | GBX 675 | GBX 795 | Buy |
| JPMorgan Chase & Co. | Raises Target | Sinclair (SBGI) | $14.47 | $14.00 ➝ $15.00 | Underweight ➝ Underweight |
| Jefferies Financial Group | Raises Target | SIG (SHI) | GBX 8.80 | GBX 8.90 ➝ GBX 9.60 | Hold |
| Truist Financial | Initiates | Solid Biosciences (SLDB) | $9.40 | $20.00 | Buy |
| DZ Bank | Initiates | SpaceX (SPCX) | $136.42 | $100.00 | Sell |
| JPMorgan Chase & Co. | Initiates | Stoke Therapeutics (STOK) | $32.41 | $40.00 | Overweight |
| TD Cowen | Lowers Target | STUB (STUB) | $6.88 | $16.00 ➝ $12.00 | Buy ➝ Buy |
| BMO Capital Markets | Initiates | Skyworks Solutions (SWKS) | $66.70 | $70.00 | Market Perform ➝ Market Perform |
| Keefe, Bruyette & Woods | Initiates | Toronto Dominion Bank (TD) | $117.10 | | Market Perform |
| Robert W. Baird | Reiterates | Teradyne (TER) | $369.15 | $420.00 | Outperform ➝ Neutral |
| JPMorgan Chase & Co. | Upgrades | TIC Solutions (TIC) | $9.44 | $9.00 ➝ $11.00 | Underweight ➝ Neutral |
| Robert W. Baird | Lowers Target | Walmart (WMT) | $103.14 | $140.00 ➝ $120.00 | Outperform ➝ Outperform |
| Royal Bank Of Canada | Lowers Target | Walmart (WMT) | $103.14 | $137.00 ➝ $131.00 | Outperform ➝ Outperform |
| BTIG Research | Lowers Target | Walmart (WMT) | $103.14 | $145.00 ➝ $140.00 | Buy ➝ Buy |
| Wells Fargo & Company | Lowers Target | Walmart (WMT) | $103.14 | $140.00 ➝ $120.00 | Overweight ➝ Overweight |
| UBS Group | Lowers Target | Walmart (WMT) | $103.14 | $141.00 ➝ $130.00 | Buy ➝ Buy |
| Citigroup | Raises Target | Whitbread (WTB) | GBX 2,424 | GBX 3,100 ➝ GBX 3,300 | Buy |
| JPMorgan Chase & Co. | Initiates | Select Water Solutions (WTTR) | $19.75 | $24.00 | Overweight |
| Rosenblatt Securities | Reiterates | TeraWulf (WULF) | $15.69 | $30.00 | Buy ➝ Buy |
| Rosenblatt Securities | Reiterates | Zoom Communications (ZM) | $107.56 | $130.00 | Buy ➝ Buy |
