| JPMorgan Chase & Co. | Raises Target | Apple (AAPL) | $340.97 | $340.00 ➝ $360.00 | Overweight ➝ Overweight |
| BTIG Research | Reiterates | Aardvark Therapeutics (AARD) | $4.45 | | Neutral ➝ Neutral |
| TD Cowen | Lowers Target | AllianceBernstein (AB) | $34.71 | $38.00 ➝ $36.00 | Hold ➝ Hold |
| UBS Group | Initiates | AbCellera Biologics (ABCL) | $12.64 | $18.00 | Buy |
| HC Wainwright | Reiterates | Absci (ABSI) | $9.67 | $16.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Raises Target | Absci (ABSI) | $9.67 | $14.00 ➝ $15.00 | Overweight ➝ Overweight |
| HC Wainwright | Initiates | American Bitcoin (ABTC) | $8.09 | $22.00 | Buy |
| Keefe, Bruyette & Woods | Lowers Target | Arch Capital Group (ACGL) | $97.16 | $99.00 ➝ $95.00 | Market Perform ➝ Market Perform |
| JPMorgan Chase & Co. | Lowers Target | Archer Daniels Midland (ADM) | $80.36 | $77.00 ➝ $75.00 | Underweight ➝ Underweight |
| Barclays | Lowers Target | American Electric Power (AEP) | $124.23 | $129.00 ➝ $120.00 | Equal Weight ➝ Equal Weight |
| TD Cowen | Raises Target | Aercap (AER) | $146.11 | $180.00 ➝ $185.00 | Buy ➝ Buy |
| Wells Fargo & Company | Lowers Target | American Financial Group (AFG) | $143.88 | $175.00 ➝ $166.00 | Overweight ➝ Overweight |
| Keefe, Bruyette & Woods | Lowers Target | American Financial Group (AFG) | $143.88 | $153.00 ➝ $147.00 | Market Perform ➝ Market Perform |
| Wells Fargo & Company | Lowers Target | Aflac (AFL) | $115.83 | $122.00 ➝ $116.00 | Equal Weight ➝ Equal Weight |
| Wells Fargo & Company | Lowers Target | American International Group (AIG) | $77.67 | $85.00 ➝ $83.00 | Equal Weight ➝ Equal Weight |
| Keefe, Bruyette & Woods | Lowers Target | American International Group (AIG) | $77.67 | $96.00 ➝ $90.00 | Outperform ➝ Outperform |
| Keefe, Bruyette & Woods | Raises Target | American Integrity Insurance Group (AII) | $27.07 | $29.00 ➝ $31.00 | Outperform ➝ Outperform |
| Citizens Jmp | Raises Target | American Integrity Insurance Group (AII) | $27.07 | $26.00 ➝ $29.00 | Market Outperform ➝ Market Outperform |
| Citigroup | Lowers Target | Alliance Laundry (ALH) | $21.27 | $31.00 ➝ $26.00 | Buy ➝ Buy |
| TD Cowen | Lowers Target | Alignment Healthcare (ALHC) | $8.09 | $21.00 ➝ $12.00 | Buy ➝ Buy |
| Barclays | Lowers Target | Alkami Technology (ALKT) | $14.09 | $21.00 ➝ $15.00 | Equal Weight ➝ Equal Weight |
| Bank of America | Raises Target | Allstate (ALL) | $232.64 | $336.00 ➝ $340.00 | Buy ➝ Buy |
| Keefe, Bruyette & Woods | Lowers Target | Allstate (ALL) | $232.64 | $250.00 ➝ $232.00 | Underperform ➝ Underperform |
| JPMorgan Chase & Co. | Lowers Target | Ally Financial (ALLY) | $37.91 | $48.00 ➝ $43.00 | Overweight ➝ Overweight |
| Royal Bank Of Canada | Lowers Target | Autoliv (ALV) | $110.51 | $147.00 ➝ $146.00 | Outperform ➝ Outperform |
| Piper Sandler | Lowers Target | Alexander's (ALX) | $242.40 | $212.00 ➝ $192.00 | Underweight ➝ Underweight |
| TD Cowen | Raises Target | Affiliated Managers Group (AMG) | $381.66 | $512.00 ➝ $523.00 | Buy ➝ Buy |
| UBS Group | Lowers Target | American Homes 4 Rent (AMH) | $30.69 | $35.00 ➝ $32.00 | Neutral ➝ Neutral |
| Longbow Research | Initiates | Amrize (AMRZ) | $36.06 | | Buy |
| Citizens Jmp | Lowers Target | AMERISAFE (AMSF) | $24.96 | $42.00 ➝ $40.00 | Market Outperform ➝ Market Outperform |
| Cantor Fitzgerald | Lowers Target | Amazon.com (AMZN) | $259.53 | $320.00 ➝ $310.00 | Overweight ➝ Overweight |
| Canaccord Genuity Group | Lowers Target | ActiveOps (AOM) | GBX 124.87 | GBX 355 ➝ GBX 300 | Buy |
| Keefe, Bruyette & Woods | Lowers Target | AON (AON) | $274.84 | $417.00 ➝ $342.00 | Outperform ➝ Outperform |
| TD Cowen | Lowers Target | Artisan Partners Asset Management (APAM) | $32.51 | $37.00 ➝ $33.00 | Hold ➝ Hold |
| TD Cowen | Lowers Target | Apollo Global Management (APO) | $119.24 | $159.00 ➝ $154.00 | Buy ➝ Buy |
| TD Cowen | Lowers Target | Ares Management (ARES) | $118.20 | $163.00 ➝ $159.00 | Buy ➝ Buy |
| Oppenheimer | Lowers Target | argenex (ARGX) | $812.30 | $1,100.00 ➝ $1,038.00 | Outperform ➝ Outperform |
| Stephens | Initiates | American Savings Bank of Hawaii (ASBH) | $18.08 | $21.00 | Overweight |
| Keefe, Bruyette & Woods | Initiates | American Savings Bank of Hawaii (ASBH) | $18.08 | $19.00 | Market Perform |
| Deutsche Bank Aktiengesellschaft | Upgrades | AST SpaceMobile (ASTS) | $51.46 | $93.00 | Hold ➝ Buy |
| BTIG Research | Raises Target | AtriCure (ATRC) | $57.28 | $55.00 ➝ $63.00 | Buy ➝ Buy |
| Peel Hunt | Reiterates | Atalaya Mining (ATYM) | GBX 1,075 | GBX 1,185 | Buy |
| Raymond James Financial | Set Price Target | Aritzia (ATZ) | C$146.91 | C$175.00 | Outperform |
| Royal Bank Of Canada | Lowers Target | AEVEX (AVEX) | $14.36 | $31.00 ➝ $26.00 | Outperform ➝ Outperform |
| Bank of America | Initiates | AxoGen (AXGN) | $37.11 | $52.00 | Buy |
| JPMorgan Chase & Co. | Lowers Target | American Express (AXP) | $311.57 | $400.00 ➝ $360.00 | Overweight ➝ Overweight |
| JPMorgan Chase & Co. | Lowers Target | Alibaba Group (BABA) | $110.64 | $210.00 ➝ $200.00 | Overweight ➝ Overweight |
| TD Cowen | Lowers Target | Brookfield Business (BBUC) | $26.87 | $32.00 ➝ $29.00 | Hold ➝ Hold |
| TD Cowen | Lowers Target | Franklin Resources (BEN) | $31.77 | $40.00 ➝ $38.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Raises Target | Franklin Resources (BEN) | $31.77 | $34.00 ➝ $35.00 | Neutral ➝ Neutral |
| BTIG Research | Lowers Target | Better Home & Finance (BETR) | $9.20 | $23.00 ➝ $20.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Lowers Target | Bunge Global (BG) | $104.16 | $140.00 ➝ $139.00 | Overweight ➝ Overweight |
| Robert W. Baird | Lowers Target | BRAEMAR HOTELS & RESORTS (BHR) | $1.25 | $2.50 ➝ $2.00 | Neutral ➝ Neutral |
| JPMorgan Chase & Co. | Upgrades | Biogen (BIIB) | $229.41 | $210.00 ➝ $300.00 | Neutral ➝ Overweight |
| Cantor Fitzgerald | Lowers Target | Booking (BKNG) | $158.43 | $220.00 ➝ $170.00 | Neutral ➝ Neutral |
| TD Cowen | Raises Target | BlackRock (BLK) | $1,083.43 | $1,190.00 ➝ $1,212.00 | Hold ➝ Hold |
| Wells Fargo & Company | Lowers Target | Brown & Brown (BRO) | $63.69 | $69.00 ➝ $68.00 | Equal Weight ➝ Equal Weight |
| Citizens Jmp | Lowers Target | Brown & Brown (BRO) | $63.69 | $78.00 ➝ $75.00 | Market Outperform ➝ Market Outperform |
| Piper Sandler | Lowers Target | Brixmor Property Group (BRX) | $27.40 | $40.00 ➝ $36.00 | Overweight ➝ Overweight |
| TD Cowen | Downgrades | Baldwin Insurance Group (BWIN) | $31.85 | $37.00 ➝ $32.50 | Buy ➝ Hold |
| Keefe, Bruyette & Woods | Downgrades | Baldwin Insurance Group (BWIN) | $31.85 | $32.50 | Outperform ➝ Market Perform |
| TD Cowen | Lowers Target | Blackstone (BX) | $114.71 | $154.00 ➝ $144.00 | Buy ➝ Buy |
| Piper Sandler | Lowers Target | BXP (BXP) | $59.51 | $88.00 ➝ $72.00 | Overweight ➝ Overweight |
| BTIG Research | Raises Target | Carlsmed (CARL) | $14.78 | $23.00 ➝ $24.00 | Buy ➝ Buy |
| Keefe, Bruyette & Woods | Lowers Target | Chubb (CB) | $345.12 | $389.00 ➝ $387.00 | Outperform ➝ Outperform |
| TD Cowen | Raises Target | Cboe Global Markets (CBOE) | $297.38 | $334.00 ➝ $342.00 | Buy ➝ Buy |
| TD Cowen | Lowers Target | Carlyle Group (CG) | $38.25 | $54.00 ➝ $42.00 | Hold ➝ Hold |
| HC Wainwright | Reiterates | Compugen (CGEN) | $2.07 | $4.00 | Buy ➝ Buy |
| Barclays | Raises Target | Cognex (CGNX) | $61.82 | $80.00 ➝ $85.00 | Overweight ➝ Overweight |
| Piper Sandler | Lowers Target | Community Healthcare Trust (CHCT) | $13.56 | $17.00 ➝ $14.00 | Neutral ➝ Neutral |
| Hovde Group | Initiates | Chemung Financial (CHMG) | $80.90 | $88.00 | Market Perform |
| Deutsche Bank Aktiengesellschaft | Downgrades | C.H. Robinson Worldwide (CHRW) | $139.75 | $153.00 | Buy ➝ Hold |
| Morgan Stanley | Lowers Target | Cipher Mining (CIFR) | $13.00 | $54.00 ➝ $51.50 | Overweight ➝ Overweight |
| Keefe, Bruyette & Woods | Lowers Target | Cincinnati Financial (CINF) | $165.55 | $190.00 ➝ $171.00 | Market Perform ➝ Market Perform |
| Citigroup | Lowers Target | Cummins (CMI) | $527.14 | $790.00 ➝ $630.00 | Buy ➝ Buy |
| Leerink Partners | Initiates | Connect Biopharma (CNTB) | $0.91 | $4.00 | Outperform |
| JPMorgan Chase & Co. | Lowers Target | Capital One Financial (COF) | $200.93 | $246.00 ➝ $227.00 | Overweight ➝ Overweight |
| Piper Sandler | Lowers Target | Americold Realty Trust (COLD) | $13.94 | $17.00 ➝ $15.00 | Neutral ➝ Neutral |
| Robert W. Baird | Raises Target | Cencora (COR) | $325.63 | $370.00 ➝ $373.00 | Outperform ➝ Outperform |
| Piper Sandler | Lowers Target | Camden Property Trust (CPT) | $97.48 | $119.00 ➝ $102.00 | Neutral ➝ Neutral |
| Wells Fargo & Company | Raises Target | Corebridge Financial (CRBG) | $34.51 | $39.00 ➝ $40.00 | Overweight ➝ Overweight |
| Piper Sandler | Raises Target | Corebridge Financial (CRBG) | $34.51 | $38.00 ➝ $40.00 | Overweight ➝ Overweight |
| Wells Fargo & Company | Lowers Target | Carter's (CRI) | $32.02 | $42.00 ➝ $30.00 | Equal Weight ➝ Equal Weight |
| Bank of America | Upgrades | Salesforce (CRM) | $233.74 | $160.00 ➝ $285.00 | Underperform ➝ Buy |
| Piper Sandler | Lowers Target | Centerspace (CSR) | $56.22 | $58.00 ➝ $56.00 | Neutral ➝ Neutral |
| Piper Sandler | Lowers Target | Curbline Properties (CURB) | $27.33 | $39.00 ➝ $38.00 | Overweight ➝ Overweight |
| Royal Bank Of Canada | Raises Target | CommVault Systems (CVLT) | $155.37 | $150.00 ➝ $160.00 | Sector Perform ➝ Sector Perform |
| Leerink Partners | Lowers Target | CVS Health (CVS) | $87.93 | $119.00 ➝ $112.00 | Outperform ➝ Outperform |
| TD Cowen | Raises Target | Chevron (CVX) | $214.89 | $215.00 ➝ $225.00 | Hold ➝ Hold |
| Peel Hunt | Upgrades | Cranswick (CWK) | GBX 5,140 | GBX 6,600 | Buy |
| Truist Financial | Lowers Target | Dominion Energy (D) | $62.44 | $66.00 ➝ $62.00 | Hold ➝ Hold |
| JPMorgan Chase & Co. | Raises Target | Darling Ingredients (DAR) | $61.11 | $82.00 ➝ $83.00 | Overweight ➝ Overweight |
| Cantor Fitzgerald | Lowers Target | DoorDash (DASH) | $194.24 | $260.00 ➝ $240.00 | Overweight ➝ Overweight |
| Needham & Company LLC | Reiterates | Endava (DAVA) | $1.95 | $5.00 | Buy ➝ Buy |
| Royal Bank Of Canada | Raises Target | Datadog (DDOG) | $287.29 | $280.00 ➝ $320.00 | Outperform ➝ Outperform |
| Piper Sandler | Lowers Target | Douglas Emmett (DEI) | $9.88 | $14.00 ➝ $11.00 | Neutral ➝ Neutral |
| Barclays | Raises Target | HF Sinclair (DINO) | $122.87 | $86.00 ➝ $122.00 | Equal Weight ➝ Equal Weight |
| Citigroup | Lowers Target | DraftKings (DKNG) | $19.66 | $32.00 ➝ $28.00 | Buy ➝ Buy |
| Morgan Stanley | Raises Target | DiamondRock Hospitality (DRH) | $12.78 | $11.00 ➝ $12.00 | Equal Weight ➝ Equal Weight |
| Royal Bank Of Canada | Raises Target | Dynatrace (DT) | $65.26 | $59.00 ➝ $73.00 | Outperform ➝ Outperform |
| BTIG Research | Raises Target | DexCom (DXCM) | $85.92 | $90.00 ➝ $96.00 | Buy ➝ Buy |
| Keefe, Bruyette & Woods | Lowers Target | Everest Group (EG) | $372.52 | $414.00 ➝ $407.00 | Outperform ➝ Outperform |
| JPMorgan Chase & Co. | Lowers Target | Edison International (EIX) | $55.65 | $61.00 ➝ $59.00 | Neutral ➝ Neutral |
| Guggenheim | Raises Target | Elevance Health (ELV) | $422.30 | $455.00 ➝ $460.00 | Buy ➝ Buy |
| Jefferies Financial Group | Reiterates | Entain (ENT) | GBX 425.80 | GBX 1,000 | Buy |
| Leerink Partners | Initiates | Equillium (EQ) | $1.50 | $6.00 | Outperform |
| Wells Fargo & Company | Raises Target | Equitable (EQH) | $53.41 | $64.00 ➝ $65.00 | Overweight ➝ Overweight |
| Citigroup | Lowers Target | EquipmentShare.com (EQPT) | $14.76 | $22.00 ➝ $17.00 | Neutral ➝ Neutral |
| JPMorgan Chase & Co. | Lowers Target | Essent Group (ESNT) | $61.66 | $72.00 ➝ $66.00 | Neutral ➝ Neutral |
| TD Cowen | Lowers Target | eToro Group (ETOR) | $25.03 | $35.00 ➝ $33.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Lowers Target | Ford Motor (F) | $11.99 | $17.00 ➝ $16.00 | Overweight ➝ Overweight |
| Barclays | Lowers Target | FirstEnergy (FE) | $45.36 | $54.00 ➝ $49.00 | Overweight ➝ Overweight |
| Royal Bank Of Canada | Raises Target | F5 (FFIV) | $473.49 | $508.00 ➝ $525.00 | Outperform ➝ Outperform |
| TD Cowen | Lowers Target | Federated Hermes (FHI) | $56.15 | $60.00 ➝ $56.00 | Hold ➝ Hold |
| Truist Financial | Lowers Target | Fresenius Medical Care AG & Co. KGaA (FMS) | $21.21 | $25.00 ➝ $24.00 | Hold ➝ Hold |
| Royal Bank Of Canada | Raises Target | Fortinet (FTNT) | $192.94 | $185.00 ➝ $205.00 | Sector Perform ➝ Sector Perform |
| BTIG Research | Lowers Target | GE HealthCare Technologies (GEHC) | $67.74 | $79.00 ➝ $75.00 | Buy ➝ Buy |
| Royal Bank Of Canada | Lowers Target | Gen Digital (GEN) | $23.35 | $26.00 ➝ $24.00 | Sector Perform ➝ Sector Perform |
| BTIG Research | Raises Target | Glaukos (GKOS) | $168.36 | $202.00 ➝ $205.00 | Buy ➝ Buy |
| Wells Fargo & Company | Raises Target | Globe Life (GL) | $165.25 | $190.00 ➝ $191.00 | Overweight ➝ Overweight |
| JPMorgan Chase & Co. | Lowers Target | General Motors (GM) | $82.31 | $120.00 ➝ $110.00 | Overweight ➝ Overweight |
| Maxim Group | Initiates | Eva Live (GOAI) | $1.60 | $7.00 | Buy |
| Cantor Fitzgerald | Reiterates | Alphabet (GOOGL) | $352.72 | $420.00 | Overweight ➝ Overweight |
| JPMorgan Chase & Co. | Raises Target | Genuine Parts (GPC) | $129.57 | $125.00 ➝ $137.00 | Overweight ➝ Overweight |
| Truist Financial | Lowers Target | Graphic Packaging (GPK) | $8.21 | $11.00 ➝ $9.00 | Hold ➝ Hold |
| Keefe, Bruyette & Woods | Lowers Target | Goosehead Insurance (GSHD) | $43.96 | $72.00 ➝ $66.00 | Outperform ➝ Outperform |
| Citizens Jmp | Lowers Target | Goosehead Insurance (GSHD) | $43.96 | $100.00 ➝ $80.00 | Market Outperform ➝ Market Outperform |
| Morgan Stanley | Raises Target | Hyatt Hotels (H) | $161.30 | $209.00 ➝ $211.00 | Overweight ➝ Overweight |
| Jefferies Financial Group | Reiterates | Hays (HAS) | GBX 56 | GBX 45 | Underperform |
| Truist Financial | Initiates | The Hartford Insurance Group (HIG) | $130.08 | $137.00 | Hold |
| Keefe, Bruyette & Woods | Lowers Target | The Hartford Insurance Group (HIG) | $130.08 | $144.00 ➝ $137.00 | Market Perform ➝ Market Perform |
| Wells Fargo & Company | Lowers Target | The Hartford Insurance Group (HIG) | $130.08 | $164.00 ➝ $158.00 | Overweight ➝ Overweight |
| Morgan Stanley | Raises Target | Hilton Worldwide (HLT) | $327.78 | $332.00 ➝ $336.00 | Overweight ➝ Overweight |
| Citigroup | Lowers Target | Honeywell International (HON) | $209.64 | $279.00 ➝ $270.00 | Buy ➝ Buy |
| Barclays | Raises Target | Helmerich & Payne (HP) | $38.66 | $50.00 ➝ $51.00 | Overweight ➝ Overweight |
| Needham & Company LLC | Reiterates | Harmony Biosciences (HRMY) | $38.23 | $50.00 | Buy ➝ Buy |
| Robert W. Baird | Upgrades | Hub Group (HUBG) | $26.61 | $29.00 | Neutral ➝ Outperform |
| Raymond James Financial | Upgrades | Humana (HUM) | $432.24 | $520.00 | Market Perform ➝ Outperform |
| Peel Hunt | Reiterates | hVIVO (HVO) | GBX 5.85 | GBX 14 | Buy |
| Deutsche Bank Aktiengesellschaft | Initiates | Interactive Brokers Group (IBKR) | $87.89 | $102.00 | Buy |
| The Goldman Sachs Group | Lowers Target | Installed Building Products (IBP) | $185.16 | $297.00 ➝ $257.00 | Buy ➝ Buy |
| TD Cowen | Raises Target | Intercontinental Exchange (ICE) | $157.32 | $166.00 ➝ $167.00 | Hold ➝ Hold |
| Jefferies Financial Group | Lowers Target | Intermediate Capital Group (ICG) | GBX 1,799 | GBX 2,800 ➝ GBX 2,700 | Buy |
| Piper Sandler | Lowers Target | Innovative Industrial Properties (IIPR) | $51.24 | $51.00 ➝ $44.00 | Underweight ➝ Underweight |
| Citigroup | Lowers Target | Innio (INIO) | $18.61 | $30.00 ➝ $22.00 | Neutral ➝ Neutral |
| HC Wainwright | Reiterates | Insmed (INSM) | $98.56 | $220.00 | Buy ➝ Buy |
| Truist Financial | Lowers Target | International Paper (IP) | $31.72 | $49.00 ➝ $41.00 | Buy ➝ Buy |
| BTIG Research | Lowers Target | Intuitive Surgical (ISRG) | $427.64 | $469.00 ➝ $454.00 | Buy ➝ Buy |
| Berenberg Bank | Reiterates | ITM Power (ITM) | GBX 94.55 | GBX 200 | Buy |
| TD Cowen | Lowers Target | Invesco (IVZ) | $29.26 | $39.00 ➝ $38.00 | Buy ➝ Buy |
| Citigroup | Raises Target | Johnson Controls International (JCI) | $155.38 | $157.00 ➝ $170.00 | Neutral ➝ Neutral |
| Deutsche Bank Aktiengesellschaft | Lowers Target | Johnson Service Group (JSG) | GBX 138.40 | GBX 210 ➝ GBX 200 | Buy |
| Cantor Fitzgerald | Reiterates | Kimball Electronics (KE) | $27.99 | | Overweight ➝ Overweight |
| TD Cowen | Lowers Target | KKR & Co. Inc. (KKR) | $91.62 | $118.00 ➝ $103.00 | Hold ➝ Hold |
| Wells Fargo & Company | Lowers Target | Kinsale Capital Group (KNSL) | $341.15 | $377.00 ➝ $348.00 | Equal Weight ➝ Equal Weight |
| HC Wainwright | Raises Target | Kodiak Sciences (KOD) | $99.26 | $96.00 ➝ $126.00 | Buy ➝ Buy |
| Royal Bank Of Canada | Lowers Target | Lucid Group (LCID) | $3.43 | $7.00 ➝ $4.00 | Sector Perform ➝ Sector Perform |
| Royal Bank Of Canada | Lowers Target | Lear (LEA) | $117.29 | $143.00 ➝ $139.00 | Sector Perform ➝ Sector Perform |
| Citizens Jmp | Raises Target | Ethos Technologies Inc. Class A Common Stock (LIFE) | $37.36 | $33.00 ➝ $40.00 | Market Outperform ➝ Market Outperform |
| Royal Bank Of Canada | Reiterates | Eli Lilly and Company (LLY) | $1,183.51 | $1,500.00 | Outperform ➝ Outperform |
| Wells Fargo & Company | Raises Target | Lincoln National (LNC) | $40.52 | $52.00 ➝ $54.00 | Overweight ➝ Overweight |
| The Goldman Sachs Group | Lowers Target | Louisiana-Pacific (LPX) | $65.87 | $74.00 ➝ $64.00 | Sell ➝ Sell |
| Citigroup | Initiates | Las Vegas Sands (LVS) | $36.13 | $71.50 | Buy |
| Piper Sandler | Lowers Target | Mid-America Apartment Communities (MAA) | $116.39 | $140.00 ➝ $121.00 | Neutral ➝ Neutral |
| Morgan Stanley | Raises Target | Marriott International (MAR) | $369.30 | $380.00 ➝ $384.00 | Overweight ➝ Overweight |
| Stifel Nicolaus | Raises Target | MBX Biosciences (MBX) | $52.02 | $70.00 ➝ $84.00 | Buy ➝ Buy |
| BTIG Research | Lowers Target | Medtronic (MDT) | $91.61 | $100.00 ➝ $99.00 | Buy ➝ Buy |
| Cantor Fitzgerald | Lowers Target | MercadoLibre (MELI) | $1,892.44 | $2,300.00 ➝ $2,200.00 | Overweight ➝ Overweight |
| Wells Fargo & Company | Raises Target | MetLife (MET) | $100.01 | $109.00 ➝ $110.00 | Overweight ➝ Overweight |
| Cantor Fitzgerald | Lowers Target | Meta Platforms (META) | $742.96 | $860.00 ➝ $840.00 | Overweight ➝ Overweight |
| Royal Bank Of Canada | Lowers Target | Magna International (MGA) | $63.64 | $69.00 ➝ $68.00 | Sector Perform ➝ Sector Perform |
| HC Wainwright | Raises Target | Mirum Pharmaceuticals (MIRM) | $86.06 | $195.00 ➝ $200.00 | Buy ➝ Buy |
| Citigroup | Raises Target | Mirum Pharmaceuticals (MIRM) | $86.06 | $160.00 ➝ $184.00 | Buy ➝ Buy |
| Citigroup | Initiates | Melco Resorts & Entertainment (MLCO) | $4.22 | $9.40 | Buy |
| HC Wainwright | Reiterates | Mineralys Therapeutics (MLYS) | $22.23 | $56.00 | Buy ➝ Buy |
| Barclays | Downgrades | monday.com (MNDY) | $84.76 | $100.00 | Overweight ➝ Equal Weight |
| Deutsche Bank Aktiengesellschaft | Reiterates | Motorpoint Group (MOTR) | GBX 139 | GBX 170 | Buy |
| Barclays | Raises Target | Marathon Petroleum (MPC) | $458.96 | $321.00 ➝ $488.00 | Overweight ➝ Overweight |
| Maxim Group | Initiates | Everspin Tech (MRAM) | $15.28 | $25.00 | Buy |
| Royal Bank Of Canada | Lowers Target | Merck & Co., Inc. (MRK) | $145.49 | $150.00 ➝ $145.00 | Sector Perform ➝ Sector Perform |
| Citigroup | Raises Target | Merck & Co., Inc. (MRK) | $145.49 | $125.00 ➝ $145.00 | Neutral ➝ Neutral |
| Wells Fargo & Company | Lowers Target | Marsh & McLennan Companies (MRSH) | $176.36 | $188.00 ➝ $183.00 | Equal Weight ➝ Equal Weight |
| Stifel Nicolaus | Raises Target | Vail Resorts (MTN) | $147.09 | $157.00 ➝ $172.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Raises Target | Navient (NAVI) | $9.26 | $8.00 ➝ $8.50 | Neutral ➝ Neutral |
| BMO Capital Markets | Lowers Target | Neurocrine Biosciences (NBIX) | $141.37 | $164.00 ➝ $150.00 | Market Perform ➝ Market Perform |
| Wells Fargo & Company | Lowers Target | Norwegian Cruise Line (NCLH) | $15.34 | $20.00 ➝ $18.00 | Overweight ➝ Overweight |
| TD Cowen | Lowers Target | Nasdaq (NDAQ) | $94.29 | $108.00 ➝ $107.00 | Buy ➝ Buy |
| Leerink Partners | Initiates | Nektar Therapeutics (NKTR) | $39.84 | $130.00 | Outperform |
| JPMorgan Chase & Co. | Lowers Target | NMI (NMIH) | $39.39 | $50.00 ➝ $45.00 | Overweight ➝ Overweight |
| Piper Sandler | Lowers Target | Newmark Group (NMRK) | $11.74 | $19.00 ➝ $14.00 | Overweight ➝ Overweight |
| Royal Bank Of Canada | Raises Target | ServiceNow (NOW) | $140.18 | $130.00 ➝ $176.00 | Outperform ➝ Outperform |
| BTIG Research | Reiterates | ServiceNow (NOW) | $140.18 | $170.00 | Buy ➝ Buy |
| The Goldman Sachs Group | Lowers Target | Owens Corning (OC) | $112.56 | $169.00 ➝ $128.00 | Neutral ➝ Neutral |
| JPMorgan Chase & Co. | Lowers Target | OneMain (OMF) | $55.87 | $60.00 ➝ $52.00 | Underweight ➝ Underweight |
| BTIG Research | Lowers Target | Onity Group (ONIT) | $27.22 | $50.00 ➝ $45.00 | Buy ➝ Buy |
| Citigroup | Lowers Target | Oshkosh (OSK) | $126.68 | $155.00 ➝ $135.00 | Neutral ➝ Neutral |
| Citigroup | Lowers Target | PACCAR (PCAR) | $108.13 | $140.00 ➝ $115.00 | Neutral ➝ Neutral |
| JPMorgan Chase & Co. | Lowers Target | Pacific Gas & Electric (PCG) | $13.15 | $18.00 ➝ $17.00 | Overweight ➝ Overweight |
| Barclays | Raises Target | Procore Technologies (PCOR) | $56.13 | $60.00 ➝ $62.00 | Overweight ➝ Overweight |
| Cantor Fitzgerald | Reiterates | Vaxcyte (PCVX) | $70.65 | $120.00 | Overweight ➝ Overweight |
| Citigroup | Lowers Target | PENN Entertainment (PENN) | $15.40 | $22.00 ➝ $17.00 | Neutral ➝ Neutral |
| Barclays | Lowers Target | PepsiCo (PEP) | $126.68 | $133.00 ➝ $126.00 | Equal Weight ➝ Equal Weight |
| Wells Fargo & Company | Lowers Target | Principal Financial Group (PFG) | $107.84 | $115.00 ➝ $113.00 | Equal Weight ➝ Equal Weight |
| BTIG Research | Lowers Target | PennyMac Financial Services (PFSI) | $58.82 | $90.00 ➝ $80.00 | Buy ➝ Buy |
| Barclays | Raises Target | Impinj (PI) | $190.04 | $176.00 ➝ $200.00 | Overweight ➝ Overweight |
| Truist Financial | Raises Target | Packaging Corporation of America (PKG) | $227.69 | $270.00 ➝ $280.00 | Buy ➝ Buy |
| Deutsche Bank Aktiengesellschaft | Downgrades | Pennon Group (PNN) | GBX 323 | GBX 550 ➝ GBX 380 | Hold |
| Citigroup | Lowers Target | Pentair (PNR) | $52.23 | $85.00 ➝ $69.00 | Buy ➝ Buy |
| Peel Hunt | Reiterates | Polar Capital (POLR) | GBX 792 | GBX 1,200 | Buy |
| Piper Sandler | Lowers Target | Prudential Financial (PRU) | $113.28 | $128.00 ➝ $120.00 | Neutral ➝ Neutral |
| Wells Fargo & Company | Lowers Target | Prudential Financial (PRU) | $113.28 | $110.00 ➝ $104.00 | Underweight ➝ Underweight |
| Barclays | Raises Target | Phillips 66 (PSX) | $281.57 | $216.00 ➝ $282.00 | Equal Weight ➝ Equal Weight |
| Leerink Partners | Reiterates | Protagonist Therapeutics (PTGX) | $144.88 | $150.00 ➝ $190.00 | Outperform ➝ Outperform |
| HC Wainwright | Lowers Target | Palvella Therapeutics (PVLA) | $134.38 | $270.00 ➝ $246.00 | Buy ➝ Buy |
| Leerink Partners | Initiates | Q32 Bio (QTTB) | $8.74 | $40.00 | Outperform |
| BTIG Research | Raises Target | Avita Medical (RCEL) | $13.37 | $11.00 ➝ $15.00 | Buy ➝ Buy |
| Wells Fargo & Company | Raises Target | Reinsurance Group of America (RGA) | $260.15 | $291.00 ➝ $292.00 | Overweight ➝ Overweight |
| BTIG Research | Lowers Target | Rithm Capital (RITM) | $8.54 | $13.00 ➝ $12.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Lowers Target | Rocket Companies (RKT) | $10.81 | $14.00 ➝ $12.50 | Neutral ➝ Neutral |
| Wells Fargo & Company | Lowers Target | Root (ROOT) | $48.34 | $53.00 ➝ $47.00 | Equal Weight ➝ Equal Weight |
| Wells Fargo & Company | Lowers Target | Ryan Specialty (RYAN) | $37.19 | $43.00 ➝ $41.00 | Equal Weight ➝ Equal Weight |
| Truist Financial | Lowers Target | Rayonier (RYN) | $18.90 | $24.00 ➝ $22.00 | Hold ➝ Hold |
| Evercore | Initiates | Charles Schwab (SCHW) | $97.08 | $107.00 | In-Line |
| Barclays | Raises Target | ScanSource (SCSC) | $60.67 | $43.00 ➝ $51.00 | Equal Weight ➝ Equal Weight |
| TD Cowen | Lowers Target | Stifel Financial (SF) | $69.98 | $84.00 ➝ $78.00 | Hold ➝ Hold |
| Cantor Fitzgerald | Raises Target | Shopify (SHOP) | $179.22 | $145.00 ➝ $158.00 | Neutral ➝ Neutral |
| BTIG Research | Raises Target | Shoulder Innovations (SI) | $18.34 | $26.00 ➝ $27.00 | Buy ➝ Buy |
| Citizens Jmp | Raises Target | Slide Insurance (SLDE) | $25.53 | $27.00 ➝ $28.00 | Market Outperform ➝ Market Outperform |
| JPMorgan Chase & Co. | Lowers Target | SLM (SLM) | $22.94 | $25.00 ➝ $22.00 | Underweight ➝ Underweight |
| Truist Financial | Lowers Target | Sylvamo (SLVM) | $31.24 | $49.00 ➝ $40.00 | Buy ➝ Buy |
| Roth Capital | Reiterates | Standard Motor Products (SMP) | $36.45 | $54.00 | Buy ➝ Buy |
| Needham & Company LLC | Reiterates | Snowflake (SNOW) | $359.85 | $450.00 | Buy ➝ Buy |
| Needham & Company LLC | Raises Target | Synopsys (SNPS) | $502.51 | $580.00 ➝ $620.00 | Buy ➝ Buy |
| Truist Financial | Lowers Target | Sonoco Products (SON) | $48.03 | $68.00 ➝ $62.00 | Buy ➝ Buy |
| HC Wainwright | Reiterates | SOPHiA GENETICS (SOPH) | $7.22 | $14.00 | Buy ➝ Buy |
| Cantor Fitzgerald | Lowers Target | Spotify Technology (SPOT) | $528.96 | $530.00 ➝ $490.00 | Neutral ➝ Neutral |
| Peel Hunt | Reiterates | Sirius Real Estate (SRE) | GBX 88.45 | GBX 125 | Buy |
| JPMorgan Chase & Co. | Lowers Target | Sempra Energy (SRE) | $81.82 | $102.00 ➝ $99.00 | Overweight ➝ Overweight |
| Berenberg Bank | Lowers Target | SSP Group (SSPG) | GBX 176.30 | GBX 245 ➝ GBX 225 | Buy |
| Citizens Jmp | Lowers Target | Stewart Information Services (STC) | $50.05 | $80.00 ➝ $75.00 | Market Outperform ➝ Market Outperform |
| Truist Financial | Lowers Target | Smurfit Westrock (SW) | $41.06 | $57.00 ➝ $54.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Lowers Target | Synchrony Financial (SYF) | $73.58 | $78.00 ➝ $74.00 | Neutral ➝ Neutral |
| Morgan Stanley | Lowers Target | Synchrony Financial (SYF) | $73.58 | $84.00 ➝ $83.00 | Equal Weight ➝ Equal Weight |
| BTIG Research | Lowers Target | Stryker (SYK) | $282.61 | $358.00 ➝ $316.00 | Buy ➝ Buy |
| Peel Hunt | Reiterates | Syncona (SYNC) | GBX 124 | GBX 189 | Buy |
| BTIG Research | Lowers Target | Tactile Systems Technology (TCMD) | $22.62 | $39.00 ➝ $35.00 | Buy ➝ Buy |
| The Goldman Sachs Group | Lowers Target | Transdigm Group (TDG) | $1,118.80 | $1,972.00 ➝ $1,745.00 | Buy ➝ Buy |
| Royal Bank Of Canada | Raises Target | Atlassian (TEAM) | $207.75 | $215.00 ➝ $235.00 | Outperform ➝ Outperform |
| Canaccord Genuity Group | Raises Target | Tempus AI (TEM) | $67.99 | $80.00 ➝ $95.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Raises Target | Teva Pharmaceutical Industries (TEVA) | $41.05 | $40.00 ➝ $50.00 | Overweight ➝ Overweight |
| Citigroup | Lowers Target | Terex (TEX) | $51.24 | $80.00 ➝ $65.00 | Buy ➝ Buy |
| Hovde Group | Initiates | First Financial Corporation Indiana (THFF) | $73.63 | $85.00 | Outperform |
| Berenberg Bank | Reiterates | LON:TIN (TIN) | GBX 104 | GBX 153 | Buy |
| Citigroup | Lowers Target | Timken (TKR) | $115.12 | $160.00 ➝ $140.00 | Buy ➝ Buy |
| Raymond James Financial | Upgrades | T-Mobile US (TMUS) | $151.87 | $170.00 | Market Perform ➝ Outperform |
| TD Cowen | Lowers Target | TPG (TPG) | $45.12 | $64.00 ➝ $60.00 | Buy ➝ Buy |
| Citigroup | Raises Target | Targa Resources (TRGP) | $289.98 | $303.00 ➝ $325.00 | |
| Wells Fargo & Company | Lowers Target | Travelers Companies (TRV) | $371.75 | $356.00 ➝ $341.00 | Equal Weight ➝ Equal Weight |
| Wells Fargo & Company | Raises Target | Unity Software (U) | $46.69 | $48.00 ➝ $53.00 | Overweight ➝ Overweight |
| Cantor Fitzgerald | Reiterates | Uber Technologies (UBER) | $71.49 | $90.00 | Overweight ➝ Overweight |
| Deutsche Bank Aktiengesellschaft | Reiterates | Unilever (ULVR) | GBX 4,704.20 | GBX 5,150 | Hold |
| Wells Fargo & Company | Raises Target | Unum Group (UNM) | $92.50 | $100.00 ➝ $102.00 | Overweight ➝ Overweight |
| Robert W. Baird | Raises Target | Visa (V) | $389.21 | $420.00 ➝ $430.00 | Outperform ➝ Outperform |
| Royal Bank Of Canada | Lowers Target | Visteon (VC) | $84.75 | $129.00 ➝ $127.00 | Outperform ➝ Outperform |
| Leerink Partners | Initiates | Vera Therapeutics (VERA) | $27.72 | $34.00 | Market Perform |
| Piper Sandler | Lowers Target | Vornado Realty Trust (VNO) | $33.80 | $44.00 ➝ $37.00 | Neutral ➝ Neutral |
| Wells Fargo & Company | Lowers Target | Voya Financial (VOYA) | $94.83 | $104.00 ➝ $102.00 | Equal Weight ➝ Equal Weight |
| Peel Hunt | Reiterates | VP (VP) | GBX 512 | GBX 550 | Buy |
| Canaccord Genuity Group | Reiterates | Water Intelligence (WATR) | GBX 280 | GBX 515 | Buy |
| Barclays | Raises Target | WESCO International (WCC) | $361.61 | $390.00 ➝ $437.00 | Overweight ➝ Overweight |
| Robert W. Baird | Lowers Target | WillScot (WSC) | $17.42 | $28.00 ➝ $21.00 | Neutral ➝ Neutral |
| Citigroup | Lowers Target | WillScot (WSC) | $17.42 | $30.00 ➝ $21.00 | Buy ➝ Buy |
| Wells Fargo & Company | Lowers Target | Willis Towers Watson Public (WTW) | $298.43 | $378.00 ➝ $364.00 | Overweight ➝ Overweight |
| Truist Financial | Lowers Target | Weyerhaeuser (WY) | $18.93 | $28.00 ➝ $24.00 | Hold ➝ Hold |
| Citigroup | Lowers Target | Wynn Resorts (WYNN) | $74.96 | $135.00 ➝ $103.00 | Buy ➝ Buy |
| Citigroup | Raises Target | Zebra Technologies (ZBRA) | $388.12 | $396.00 ➝ $400.00 | Neutral ➝ Neutral |
| Barclays | Raises Target | Zebra Technologies (ZBRA) | $388.12 | $410.00 ➝ $416.00 | Overweight ➝ Overweight |
| Wells Fargo & Company | Lowers Target | Zillow Group (ZG) | $28.69 | $35.00 ➝ $31.00 | Equal Weight ➝ Equal Weight |
| JPMorgan Chase & Co. | Raises Target | ZIM Integrated Shipping Services (ZIM) | $30.90 | $16.50 ➝ $22.00 | Underweight ➝ Underweight |