| Wells Fargo & Company | Raises Target | Adient (ADNT) | $20.67 | $28.00 ➝ $32.00 | Overweight ➝ Overweight |
| Deutsche Bank Aktiengesellschaft | Raises Target | Affirm (AFRM) | $77.04 | $80.00 ➝ $85.00 | Buy ➝ Buy |
| Wells Fargo & Company | Raises Target | Autoliv (ALV) | $120.13 | $116.00 ➝ $122.00 | Equal Weight ➝ Equal Weight |
| Guggenheim | Raises Target | Amylyx Pharmaceuticals (AMLX) | $17.93 | $30.00 ➝ $40.00 | Buy ➝ Buy |
| Lake Street Capital | Initiates | Alpha and Omega Semiconductor (AOSL) | $46.35 | $58.00 | Buy |
| Wells Fargo & Company | Lowers Target | Aptiv (APTV) | $61.28 | $82.00 ➝ $77.00 | Overweight ➝ Overweight |
| HC Wainwright | Reiterates | argenex (ARGX) | $891.48 | $940.00 | Buy ➝ Buy |
| Keefe, Bruyette & Woods | Initiates | Arrow Financial (AROW) | $40.20 | $42.00 | Market Perform |
| Citizens Jmp | Reiterates | Axon Enterprise (AXON) | $448.37 | $700.00 | Market Outperform ➝ Market Outperform |
| Nomura | Lowers Target | Alibaba Group (BABA) | $95.34 | $207.00 ➝ $178.00 | Buy ➝ Buy |
| Erste Group Bank | Downgrades | Bae Systems (BAESY) | $94.86 | | Buy ➝ Hold |
| Jefferies Financial Group | Reiterates | The Berkeley Group (BKG) | GBX 3,752 | GBX 4,531 ➝ GBX 4,531 | Buy |
| Royal Bank Of Canada | Raises Target | The Berkeley Group (BKG) | GBX 3,752 | GBX 3,850 ➝ GBX 4,100 | Outperform |
| Roth Mkm | Initiates | Blue Bird (BLBD) | $78.46 | $94.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Raises Target | Macro Bank (BMA) | $89.42 | $120.00 ➝ $132.00 | Overweight ➝ Overweight |
| Citigroup | Raises Target | Bunzl (BNZL) | GBX 2,652 | £280 ➝ £300 | Buy |
| Jefferies Financial Group | Raises Target | Bytes Technology Group (BYIT) | GBX 368.20 | £3,200 ➝ £3,700 | Hold |
| Royal Bank Of Canada | Lowers Target | Conagra Brands (CAG) | $13.80 | $17.00 ➝ $16.00 | Sector Perform ➝ Sector Perform |
| Jefferies Financial Group | Upgrades | Computacenter (CCC) | GBX 4,248 | GBX 4,400 ➝ GBX 5,000 | Buy |
| Cantor Fitzgerald | Reiterates | COPT Defense Properties (CDP) | $34.81 | $37.00 | Overweight ➝ Overweight |
| Jefferies Financial Group | Reiterates | Chemring Group (CHG) | GBX 481 | GBX 658 ➝ GBX 658 | Buy |
| Rosenblatt Securities | Reiterates | Cipher Mining (CIFR) | $25.43 | $30.00 | Buy ➝ Buy |
| New Street Research | Lowers Target | Comcast (CMCSA) | $22.89 | $31.00 ➝ $30.00 | Buy ➝ Buy |
| Evercore | Upgrades | Canadian National Railway (CNI) | $120.45 | $124.00 | In-Line ➝ Outperform |
| HC Wainwright | Reiterates | Connect Biopharma (CNTB) | $2.10 | $7.00 | Buy ➝ Buy |
| Rosenblatt Securities | Initiates | CoreWeave (CRWV) | $100.04 | $250.00 | Buy |
| KeyCorp | Raises Target | Cisco Systems (CSCO) | $118.80 | $125.00 ➝ $130.00 | Overweight ➝ Overweight |
| BMO Capital Markets | Raises Target | CSX (CSX) | $47.43 | $45.00 ➝ $49.00 | Market Perform ➝ Market Perform |
| Canaccord Genuity Group | Reiterates | CleanTech Lithium (CTL) | GBX 5.72 | GBX 17 ➝ GBX 17 | Speculative Buy |
| Evercore | Raises Target | Delta Air Lines (DAL) | $92.73 | $85.00 ➝ $105.00 | Outperform ➝ Outperform |
| BWS Financial | Reiterates | American Axle & Manufacturing (DCH) | $5.83 | $17.00 | Buy ➝ Buy |
| The Goldman Sachs Group | Raises Target | DuPont de Nemours (DD) | $138.06 | $53.00 ➝ $159.00 | Neutral ➝ Neutral |
| Needham & Company LLC | Raises Target | Datadog (DDOG) | $220.20 | $225.00 ➝ $260.00 | Buy ➝ Buy |
| Citizens Jmp | Raises Target | DraftKings (DKNG) | $23.40 | $34.00 ➝ $36.00 | Market Outperform ➝ Market Outperform |
| Needham & Company LLC | Reiterates | Dynatrace (DT) | $40.52 | | Hold ➝ Hold |
| Erste Group Bank | Downgrades | ENI (E) | $46.52 | | Buy ➝ Hold |
| President Capital | Raises Target | eBay (EBAY) | $107.82 | $102.00 ➝ $126.00 | Buy ➝ Buy |
| Deutsche Bank Aktiengesellschaft | Downgrades | Man Group (EMG) | GBX 289.60 | GBX 295 ➝ GBX 310 | Hold |
| Keefe, Bruyette & Woods | Raises Target | Essent Group (ESNT) | $61.91 | $73.00 ➝ $74.00 | Outperform ➝ Outperform |
| Cantor Fitzgerald | Reiterates | Elastic (ESTC) | $53.22 | $59.00 | Neutral ➝ Neutral |
| President Capital | Upgrades | Etsy (ETSY) | $76.79 | $57.00 ➝ $91.00 | Neutral ➝ Buy |
| Barrington Research | Reiterates | ExlService (EXLS) | $25.43 | $40.00 | Outperform ➝ Outperform |
| Wells Fargo & Company | Raises Target | Ford Motor (F) | $14.25 | $10.00 ➝ $11.00 | Underweight ➝ Underweight |
| Keefe, Bruyette & Woods | Lowers Target | First American Financial (FAF) | $65.91 | $87.00 ➝ $84.00 | Outperform ➝ Outperform |
| Piper Sandler | Reiterates | Figma (FIG) | $17.18 | $30.00 | Overweight ➝ Overweight |
| Keefe, Bruyette & Woods | Lowers Target | Fidelity National Financial (FNF) | $46.32 | $67.00 ➝ $64.00 | Outperform ➝ Outperform |
| Jefferies Financial Group | Lowers Target | GB Group (GBG) | GBX 189.60 | GBX 270 ➝ GBX 240 | Buy |
| JPMorgan Chase & Co. | Raises Target | Grupo Financiero Galicia (GGAL) | $49.29 | $72.00 ➝ $85.00 | Overweight ➝ Overweight |
| JPMorgan Chase & Co. | Raises Target | Gerdau (GGB) | $4.18 | $5.50 ➝ $6.00 | Overweight ➝ Overweight |
| Wells Fargo & Company | Raises Target | General Motors (GM) | $79.33 | $59.00 ➝ $60.00 | Underweight ➝ Underweight |
| HC Wainwright | Lowers Target | Gossamer Bio (GOSS) | $0.17 | $5.00 ➝ $2.00 | Buy ➝ Buy |
| Rothschild & Co Redburn | Raises Target | The Goldman Sachs Group (GS) | $1,077.25 | $870.00 ➝ $920.00 | Neutral ➝ Neutral |
| BTIG Research | Lowers Target | Guidewire Software (GWRE) | $113.24 | $200.00 ➝ $175.00 | Buy ➝ Buy |
| Barclays | Lowers Target | Hawaiian Electric Industries (HE) | $13.21 | $14.00 ➝ $13.00 | Equal Weight ➝ Equal Weight |
| Shore Capital Group | Reiterates | Halfords Group (HFD) | GBX 217 | GBX 200 ➝ GBX 200 | Buy |
| JPMorgan Chase & Co. | Lowers Target | Haleon (HLN) | GBX 348.20 | GBX 335 ➝ GBX 315 | Underweight |
| Bank of America | Lowers Target | Hershey (HSY) | $177.87 | $220.00 ➝ $200.00 | Neutral ➝ Neutral |
| Erste Group Bank | Upgrades | Iberdrola (IBDRY) | $97.75 | | Hold ➝ Buy |
| Robert W. Baird | Raises Target | Icon (ICLR) | $164.37 | $168.00 ➝ $186.00 | Outperform ➝ Outperform |
| Bank of America | Raises Target | Icon (ICLR) | $164.37 | $125.00 ➝ $150.00 | Underperform ➝ Underperform |
| JPMorgan Chase & Co. | Raises Target | Icon (ICLR) | $164.37 | $130.00 ➝ $155.00 | Neutral ➝ Neutral |
| Craig Hallum | Downgrades | Identiv (INVE) | $2.63 | $3.10 | Buy ➝ Hold |
| Leerink Partners | Raises Target | Ionis Pharmaceuticals (IONS) | $79.12 | $122.00 ➝ $129.00 | Outperform ➝ Outperform |
| TD Cowen | Reiterates | Samsara (IOT) | $29.48 | $45.00 | Buy ➝ Buy |
| Berenberg Bank | Reiterates | Ithaca Energy (ITH) | GBX 225.60 | GBX 270 ➝ GBX 270 | Buy |
| Jefferies Financial Group | Reiterates | JPMorgan Chase & Co. (JPM) | $336.11 | | Neutral ➝ Neutral |
| BTIG Research | Reiterates | Kymera Therapeutics (KYMR) | $116.60 | $134.00 | Buy ➝ Buy |
| Wells Fargo & Company | Raises Target | Lear (LEA) | $137.96 | $133.00 ➝ $137.00 | Equal Weight ➝ Equal Weight |
| Deutsche Bank Aktiengesellschaft | Raises Target | Liontrust Asset Management (LIO) | GBX 330.50 | GBX 190 ➝ GBX 205 | Sell |
| Barclays | Raises Target | Southwest Airlines (LUV) | $52.02 | $56.00 ➝ $65.00 | Overweight ➝ Overweight |
| Evercore | Raises Target | Southwest Airlines (LUV) | $52.02 | $44.00 ➝ $52.00 | |
| JPMorgan Chase & Co. | Lowers Target | Lexeo Therapeutics (LXEO) | $4.75 | $12.00 ➝ $9.00 | Overweight ➝ Overweight |
| Canaccord Genuity Group | Lowers Target | Manolete Partners (MANO) | GBX 37.50 | GBX 130 ➝ GBX 67 | Buy |
| Shore Capital Group | Reiterates | Petro Matad (MATD) | GBX 1.10 | | House Stock |
| Jefferies Financial Group | Reiterates | Moonpig Group (MOON) | GBX 233.59 | GBX 315 ➝ GBX 315 | Buy |
| Berenberg Bank | Reiterates | Moonpig Group (MOON) | GBX 233.59 | GBX 300 ➝ GBX 300 | Buy |
| Rothschild & Co Redburn | Raises Target | Morgan Stanley (MS) | $222.19 | $183.00 ➝ $195.00 | Neutral ➝ Neutral |
| Rosenblatt Securities | Raises Target | Micron Technology (MU) | $1,224.86 | $1,200.00 ➝ $1,500.00 | Buy ➝ Buy |
| TD Cowen | Raises Target | Micron Technology (MU) | $1,224.86 | $1,500.00 ➝ $1,600.00 | Buy ➝ Buy |
| Wells Fargo & Company | Raises Target | Micron Technology (MU) | $1,224.86 | $1,220.00 ➝ $1,525.00 | Overweight ➝ Overweight |
| Wedbush | Raises Target | Micron Technology (MU) | $1,224.86 | $1,300.00 ➝ $1,400.00 | Outperform ➝ Outperform |
| Deutsche Bank Aktiengesellschaft | Raises Target | Micron Technology (MU) | $1,224.86 | $1,500.00 ➝ $1,550.00 | Buy ➝ Buy |
| Mizuho | Raises Target | Micron Technology (MU) | $1,224.86 | $1,150.00 ➝ $1,375.00 | Outperform ➝ Outperform |
| Erste Group Bank | Upgrades | Micron Technology (MU) | $1,224.86 | | Hold ➝ Buy |
| Erste Group Bank | Initiates | Mitsubishi UFJ Financial Group (MUFG) | $20.06 | | Buy |
| Keefe, Bruyette & Woods | Raises Target | First Western Financial (MYFW) | $31.43 | $29.00 ➝ $33.00 | Outperform ➝ Outperform |
| Erste Group Bank | Downgrades | NextEra Energy (NEE) | $87.68 | | Buy ➝ Hold |
| Keefe, Bruyette & Woods | Raises Target | NMI (NMIH) | $39.56 | $46.00 ➝ $47.00 | Outperform ➝ Outperform |
| Bank of America | Upgrades | Nomura (NMR) | $8.84 | $10.20 | Neutral ➝ Buy |
| Chardan Capital | Raises Target | Ocular Therapeutix (OCUL) | $9.85 | $21.00 ➝ $23.00 | Buy ➝ Buy |
| Barclays | Raises Target | Old Dominion Freight Line (ODFL) | $220.96 | $210.00 ➝ $220.00 | |
| BTIG Research | Raises Target | Okta (OKTA) | $119.16 | $119.00 ➝ $136.00 | Buy ➝ Buy |
| Rosenblatt Securities | Reiterates | Onespan (OSPN) | $13.53 | $15.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Raises Target | Paychex (PAYX) | $97.42 | $100.00 ➝ $105.00 | Underweight ➝ Underweight |
| Citigroup | Lowers Target | PepsiCo (PEP) | $139.78 | $182.00 ➝ $170.00 | Buy ➝ Buy |
| Bank of America | Lowers Target | PepsiCo (PEP) | $139.78 | $173.00 ➝ $164.00 | Neutral ➝ Neutral |
| Jefferies Financial Group | Reiterates | Princess Private Equity (PEY) | GBX 6.92 | | Underperform |
| Deutsche Bank Aktiengesellschaft | Reiterates | Primary Health Properties (PHP) | GBX 95.80 | GBX 115 ➝ GBX 115 | Buy |
| Cantor Fitzgerald | Lowers Target | Primoris Services (PRIM) | $95.27 | $124.00 ➝ $100.00 | Neutral ➝ Neutral |
| The Goldman Sachs Group | Upgrades | Primoris Services (PRIM) | $95.27 | $102.00 | Sell ➝ Neutral |
| Bank of America | Reiterates | PVH (PVH) | $71.52 | $90.00 ➝ $70.00 | Neutral ➝ Underperform |
| Rosenblatt Securities | Raises Target | Qualcomm (QCOM) | $213.29 | $190.00 ➝ $265.00 | Buy ➝ Buy |
| TD Cowen | Reiterates | Qualcomm (QCOM) | $213.29 | $200.00 | Buy ➝ Buy |
| Keefe, Bruyette & Woods | Raises Target | Radian Group (RDN) | $36.90 | $43.00 ➝ $46.00 | Outperform ➝ Outperform |
| Keefe, Bruyette & Woods | Lowers Target | Rocket Companies (RKT) | $14.94 | $21.00 ➝ $20.00 | Outperform ➝ Outperform |
| Jefferies Financial Group | Raises Target | Raspberry Pi (RPI) | GBX 767.50 | GBX 420 ➝ GBX 960 | Buy |
| Berenberg Bank | Reiterates | Resolute Mining (RSG) | GBX 50.60 | GBX 105 ➝ GBX 105 | Buy |
| Jefferies Financial Group | Reiterates | Softcat (SCT) | GBX 1,778 | GBX 1,700 ➝ GBX 1,700 | Hold |
| Jefferies Financial Group | Lowers Target | The Sage Group (SGE) | GBX 802.01 | GBX 1,100 ➝ GBX 1,000 | Buy |
| Leerink Partners | Lowers Target | ARS Pharmaceuticals (SPRY) | $8.04 | $25.00 ➝ $24.00 | Outperform ➝ Outperform |
| Jefferies Financial Group | Reiterates | Sirius Real Estate (SRE) | GBX 99.25 | GBX 110 ➝ GBX 110 | Buy |
| Jefferies Financial Group | Reiterates | Serco Group (SRP) | GBX 228.28 | GBX 230 ➝ GBX 230 | Hold |
| Wells Fargo & Company | Raises Target | Sensata Technologies (ST) | $49.43 | $48.00 ➝ $49.00 | Equal Weight ➝ Equal Weight |
| Keefe, Bruyette & Woods | Lowers Target | Stewart Information Services (STC) | $65.85 | $81.00 ➝ $77.00 | Outperform ➝ Outperform |
| JPMorgan Chase & Co. | Raises Target | Constellation Brands (STZ) | $143.15 | $168.00 ➝ $169.00 | Neutral ➝ Neutral |
| JPMorgan Chase & Co. | Raises Target | Grupo Supervielle (SUPV) | $9.25 | $11.00 ➝ $13.00 | Neutral ➝ Neutral |
| Mizuho | Lowers Target | Trip.com Group (TCOM) | $40.26 | $65.00 | Outperform ➝ Outperform |
| BMO Capital Markets | Lowers Target | Atlassian (TEAM) | $76.16 | $105.00 ➝ $95.00 | Outperform ➝ Outperform |
| Wells Fargo & Company | Raises Target | TE Connectivity (TEL) | $201.90 | $226.00 ➝ $230.00 | Equal Weight ➝ Equal Weight |
| Berenberg Bank | Downgrades | Telecom Plus (TEP) | GBX 773 | GBX 2,600 ➝ GBX 1,200 | Buy |
| Berenberg Bank | Reiterates | Tharisa (THS) | GBX 113 | GBX 220 ➝ GBX 220 | Buy |
| Berenberg Bank | Reiterates | LON:TIN (TIN) | GBX 117 | GBX 151 ➝ GBX 151 | Buy |
| Erste Group Bank | Initiates | Targa Resources (TRGP) | $272.23 | | Buy |
| BMO Capital Markets | Raises Target | Take-Two Interactive Software (TTWO) | $233.34 | $280.00 ➝ $285.00 | Outperform ➝ Outperform |
| Bank of America | Raises Target | United Rentals (URI) | $1,137.60 | $1,020.00 ➝ $1,195.00 | Buy ➝ Buy |
| HC Wainwright | Reiterates | U.S. GoldMining (USGO) | $8.15 | $30.75 | Buy ➝ Buy |
| Wells Fargo & Company | Lowers Target | Visteon (VC) | $115.26 | $139.00 ➝ $137.00 | Overweight ➝ Overweight |
| Wells Fargo & Company | Raises Target | Versigent (VGNT) | $42.72 | $42.00 ➝ $48.00 | Overweight ➝ Overweight |
| Berenberg Bank | Raises Target | Value and Indexed Property Income (VIP) | GBX 211.35 | GBX 199 ➝ GBX 207 | Hold |
| Jefferies Financial Group | Reiterates | Volex (VLX) | GBX 575 | GBX 700 ➝ GBX 700 | Buy |
| Monness Crespi & Hardt | Upgrades | Workday (WDAY) | $114.80 | $150.00 | Neutral ➝ Buy |
| B. Riley Financial | Initiates | Whitehawk Therapeutics (WHWK) | $4.04 | $10.00 | Buy |
| Canaccord Genuity Group | Lowers Target | Worthington Enterprises (WOR) | $55.14 | $69.00 ➝ $67.00 | Buy ➝ Buy |
