| Wolfe Research | Reiterates | Agilent Technologies (A) | $134.90 | | Peer Perform |
| Stephens | Reiterates | Asbury Automotive Group (ABG) | $187.99 | $242.00 | Overweight ➝ Overweight |
| Wedbush | Upgrades | Abivax (ABVX) | $72.63 | $110.00 ➝ $90.00 | Underperform ➝ Neutral |
| BTIG Research | Reiterates | Abivax (ABVX) | $72.63 | $150.00 | Buy ➝ Buy |
| Citizens Jmp | Raises Target | Abivax (ABVX) | $72.63 | $131.00 ➝ $187.00 | Market Outperform ➝ Market Outperform |
| Deutsche Bank Aktiengesellschaft | Lowers Target | Accenture (ACN) | $184.16 | $210.00 ➝ $199.00 | Hold ➝ Hold |
| Berenberg Bank | Raises Target | Albemarle (ALB) | $173.51 | $153.00 ➝ $192.00 | Hold |
| Deutsche Bank Aktiengesellschaft | Raises Target | APN Resources (APN) | GBX 272 | GBX 306 ➝ GBX 335 | Buy |
| BTIG Research | Reiterates | Astrana Health (ASTH) | $37.09 | $50.00 | Buy ➝ Buy |
| Deutsche Bank Aktiengesellschaft | Reiterates | AstraZeneca (AZN) | £134.34 | £115 ➝ £115 | Sell |
| Daiwa Securities Group | Raises Target | Best Buy (BBY) | $73.71 | $68.00 ➝ $77.00 | Neutral ➝ Neutral |
| Jefferies Financial Group | Reiterates | British Land (BLND) | GBX 395 | GBX 305 ➝ GBX 305 | Underperform |
| Berenberg Bank | Raises Target | British Land (BLND) | GBX 395 | GBX 531 ➝ GBX 534 | Buy |
| Jefferies Financial Group | Reiterates | Bluefield Solar Income Fund (BSIF) | GBX 91.40 | | Hold |
| UBS Group | Lowers Target | Conagra Brands (CAG) | $12.84 | $16.00 ➝ $13.00 | Neutral ➝ Neutral |
| Deutsche Bank Aktiengesellschaft | Reiterates | Cerillion (CER) | GBX 1,350 | GBX 1,575 ➝ GBX 1,575 | Hold |
| JPMorgan Chase & Co. | Lowers Target | Chewy (CHWY) | $21.26 | $40.00 ➝ $35.00 | Overweight ➝ Overweight |
| UBS Group | Lowers Target | Campbell's (CPB) | $21.10 | $20.00 ➝ $19.00 | Sell ➝ Sell |
| TD Cowen | Raises Target | Credo Technology Group (CRDO) | $222.24 | $240.00 ➝ $260.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Raises Target | Credo Technology Group (CRDO) | $222.24 | $230.00 ➝ $250.00 | Overweight ➝ Overweight |
| Rosenblatt Securities | Raises Target | Credo Technology Group (CRDO) | $222.24 | $175.00 ➝ $215.00 | Neutral ➝ Neutral |
| Bank of America | Raises Target | Credo Technology Group (CRDO) | $222.24 | $210.00 ➝ $252.00 | Buy ➝ Buy |
| Wells Fargo & Company | Raises Target | Caesars Entertainment (CZR) | $29.21 | $26.00 ➝ $31.00 | Equal Weight ➝ Equal Weight |
| Daiwa Securities Group | Raises Target | Dell Technologies (DELL) | $440.82 | $170.00 ➝ $465.00 | Outperform ➝ Outperform |
| Royal Bank Of Canada | Reiterates | Dr. Martens (DOCS) | GBX 72.30 | GBX 100 ➝ GBX 100 | Sector Perform |
| HC Wainwright | Reiterates | Alpha Tau Medical (DRTS) | $9.09 | $15.00 | Buy ➝ Buy |
| Jefferies Financial Group | Reiterates | Drax Group (DRX) | GBX 792.45 | GBX 1,120 ➝ GBX 1,120 | Buy |
| Capital One Financial | Lowers Target | Devon Energy (DVN) | $46.69 | $63.00 ➝ $61.00 | Overweight ➝ Overweight |
| Mizuho | Reiterates | Consolidated Edison (ED) | $103.91 | $105.00 | Outperform ➝ Neutral |
| Royal Bank Of Canada | Reiterates | Endeavour Mining (EDV) | GBX 4,417 | GBX 6,000 ➝ GBX 6,000 | Outperform |
| Jefferies Financial Group | Reiterates | Elementis (ELM) | GBX 151.80 | GBX 210 ➝ GBX 210 | Buy |
| Deutsche Bank Aktiengesellschaft | Reiterates | Entain (ENT) | GBX 554.60 | GBX 1,028 ➝ GBX 1,028 | Buy |
| HC Wainwright | Raises Target | Edgewise Therapeutics (EWTX) | $37.83 | $42.00 ➝ $45.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Upgrades | Eagle Materials (EXP) | $218.50 | $225.00 | Underweight ➝ Neutral |
| Deutsche Bank Aktiengesellschaft | Reiterates | easyJet (EZJ) | GBX 437.90 | GBX 340 ➝ GBX 340 | Sell |
| The Goldman Sachs Group | Raises Target | Freeport-McMoRan (FCX) | $71.15 | $68.00 ➝ $75.00 | Buy ➝ Buy |
| BNP Paribas Exane | Lowers Target | FedEx (FDX) | $329.96 | $335.00 ➝ $269.76 | Neutral ➝ Neutral |
| Rothschild & Co Redburn | Lowers Target | FedEx (FDX) | $329.96 | $375.00 ➝ $344.00 | Neutral ➝ Neutral |
| Stifel Nicolaus | Downgrades | Fulcrum Therapeutics (FULC) | $3.01 | $3.00 | Buy ➝ Hold |
| Leerink Partners | Reiterates | Fulcrum Therapeutics (FULC) | $3.01 | $4.00 | Outperform ➝ Market Perform |
| HC Wainwright | Downgrades | Fulcrum Therapeutics (FULC) | $3.01 | $3.00 | Buy ➝ Neutral |
| Wolfe Research | Initiates | Guardant Health (GH) | $128.94 | $150.00 | Outperform |
| UBS Group | Lowers Target | General Mills (GIS) | $32.91 | $35.00 ➝ $30.00 | Sell ➝ Sell |
| Ascendiant Capital Markets | Raises Target | Genasys (GNSS) | $2.10 | $5.50 ➝ $6.00 | Buy ➝ Buy |
| Wolfe Research | Initiates | GRAIL (GRAL) | $59.83 | | Peer Perform |
| DA Davidson | Reiterates | Guidewire Software (GWRE) | $164.54 | $246.00 | Buy ➝ Buy |
| BTIG Research | Reiterates | Guidewire Software (GWRE) | $164.54 | $200.00 | Buy ➝ Buy |
| Loop Capital | Upgrades | Hewlett Packard Enterprise (HPE) | $54.41 | $23.00 ➝ $75.00 | Hold ➝ Buy |
| Citigroup | Raises Target | Hewlett Packard Enterprise (HPE) | $54.41 | $39.00 ➝ $70.00 | Buy ➝ Buy |
| Barclays | Raises Target | Hewlett Packard Enterprise (HPE) | $54.41 | $28.00 ➝ $67.00 | Overweight ➝ Overweight |
| Morgan Stanley | Raises Target | Hewlett Packard Enterprise (HPE) | $54.41 | $33.00 ➝ $71.00 | Equal Weight ➝ Equal Weight |
| Sanford C. Bernstein | Raises Target | Hewlett Packard Enterprise (HPE) | $54.41 | $35.00 ➝ $62.00 | Market Perform ➝ Market Perform |
| JPMorgan Chase & Co. | Raises Target | Hewlett Packard Enterprise (HPE) | $54.41 | $37.00 ➝ $68.00 | Overweight ➝ Overweight |
| Susquehanna | Raises Target | Hewlett Packard Enterprise (HPE) | $54.41 | $21.00 ➝ $65.00 | Neutral ➝ Neutral |
| Raymond James Financial | Raises Target | Hewlett Packard Enterprise (HPE) | $54.41 | $29.00 ➝ $74.00 | Outperform ➝ Outperform |
| Bank of America | Raises Target | Hewlett Packard Enterprise (HPE) | $54.41 | $38.00 ➝ $80.00 | Buy ➝ Buy |
| Wells Fargo & Company | Raises Target | Hewlett Packard Enterprise (HPE) | $54.41 | $26.00 ➝ $67.00 | Equal Weight ➝ Equal Weight |
| UBS Group | Raises Target | Hewlett Packard Enterprise (HPE) | $54.41 | $25.00 ➝ $65.00 | Neutral ➝ Neutral |
| Truist Financial | Reiterates | Hewlett Packard Enterprise (HPE) | $54.41 | $31.00 ➝ $69.00 | Buy ➝ Buy |
| UBS Group | Raises Target | Host Hotels & Resorts (HST) | $23.50 | $20.00 ➝ $23.00 | Neutral ➝ Neutral |
| HC Wainwright | Reiterates | ImmunityBio (IBRX) | $7.13 | $15.00 | Buy ➝ Buy |
| Wedbush | Reiterates | IDEAYA Biosciences (IDYA) | $28.01 | $58.00 | Outperform ➝ Outperform |
| Rothschild & Co Redburn | Lowers Target | Intuit (INTU) | $323.71 | $700.00 ➝ $600.00 | Buy ➝ Buy |
| Deutsche Bank Aktiengesellschaft | Lowers Target | Intuitive Surgical (ISRG) | $400.82 | $440.00 ➝ $366.00 | Sell ➝ Sell |
| Wedbush | Raises Target | Jade Biosciences (JBIO) | $17.75 | $34.00 ➝ $45.00 | Outperform ➝ Outperform |
| The Goldman Sachs Group | Raises Target | Johnson Controls International (JCI) | $140.76 | $169.00 ➝ $178.00 | Buy ➝ Buy |
| Royal Bank Of Canada | Reiterates | Johnson Controls International (JCI) | $140.76 | $154.00 | Sector Perform ➝ Sector Perform |
| Deutsche Bank Aktiengesellschaft | Raises Target | Jupiter Fund Management (JUP) | GBX 160.78 | GBX 180 ➝ GBX 190 | Hold |
| Susquehanna | Upgrades | Knight-Swift Transportation (KNX) | $77.57 | $90.00 | Neutral ➝ Positive |
| Needham & Company LLC | Initiates | Veradermics (MANE) | $101.26 | $136.00 | Buy |
| BTIG Research | Reiterates | MercadoLibre (MELI) | $1,678.27 | $2,150.00 | Buy ➝ Buy |
| Deutsche Bank Aktiengesellschaft | Raises Target | MGM Resorts International (MGM) | $49.38 | $48.00 ➝ $55.00 | Buy ➝ Buy |
| Citigroup | Initiates | Mirum Pharmaceuticals (MIRM) | $91.63 | $145.00 | Market Outperform ➝ Buy |
| UBS Group | Lowers Target | McCormick & Company, Incorporated (MKC) | $46.25 | $53.00 ➝ $51.00 | Neutral ➝ Neutral |
| BTIG Research | Initiates | Mobia Medical (MOBI) | $13.50 | $19.00 | Buy |
| Bank of America | Initiates | Mobia Medical (MOBI) | $13.50 | $16.00 | Buy |
| JPMorgan Chase & Co. | Initiates | Mobia Medical (MOBI) | $13.50 | $15.00 | Overweight |
| Wolfe Research | Initiates | Mettler-Toledo International (MTD) | $1,161.37 | | Peer Perform |
| KeyCorp | Raises Target | Materion (MTRN) | $229.87 | $223.00 ➝ $237.00 | Overweight ➝ Overweight |
| TD Cowen | Raises Target | Navan (NAVN) | $23.06 | $19.00 ➝ $28.00 | Buy ➝ Buy |
| BNP Paribas Exane | Initiates | Nebius Group (NBIS) | $263.33 | $255.00 | Neutral |
| The Goldman Sachs Group | Initiates | Neurocrine Biosciences (NBIX) | $155.17 | $213.00 | Buy ➝ Buy |
| Jefferies Financial Group | Reiterates | NB Private Equity Partners (NBPE) | GBX 1,464 | | Buy |
| JPMorgan Chase & Co. | Lowers Target | Noah (NOAH) | $10.58 | $12.00 ➝ $11.50 | Neutral ➝ Neutral |
| Shore Capital Group | Reiterates | NewRiver REIT (NRR) | GBX 76.70 | | House Stock |
| Berenberg Bank | Reiterates | NewRiver REIT (NRR) | GBX 76.70 | GBX 98 ➝ GBX 98 | Buy |
| Wolfe Research | Initiates | Natera (NTRA) | $214.28 | $260.00 | Outperform |
| Bank of America | Reiterates | NU (NU) | $11.80 | $16.00 ➝ $10.00 | Neutral ➝ Underperform |
| Lake Street Capital | Initiates | Nutex Health (NUTX) | $126.96 | $235.00 | Buy |
| Needham & Company LLC | Reiterates | NVIDIA (NVDA) | $225.34 | $270.00 | Buy ➝ Buy |
| Needham & Company LLC | Reiterates | ODDITY Tech (ODD) | $9.77 | | Hold ➝ Hold |
| Susquehanna | Raises Target | Old Dominion Freight Line (ODFL) | $227.70 | $205.00 ➝ $224.00 | Neutral ➝ Neutral |
| Wedbush | Initiates | Odyssey Therapeutics (ODTX) | $16.96 | $30.00 | Outperform |
| JPMorgan Chase & Co. | Initiates | Odyssey Therapeutics (ODTX) | $16.96 | $26.00 | Overweight |
| Oppenheimer | Initiates | Odyssey Therapeutics (ODTX) | $16.96 | $40.00 | Outperform |
| Mizuho | Reiterates | Okta (OKTA) | $136.22 | $110.00 ➝ $125.00 | Outperform ➝ Neutral |
| Royal Bank Of Canada | Raises Target | BeOne Medicines (ONC) | $276.92 | $425.00 ➝ $436.00 | Outperform ➝ Outperform |
| UBS Group | Raises Target | Oracle (ORCL) | $244.62 | $250.00 ➝ $285.00 | Buy ➝ Buy |
| Jefferies Financial Group | Reiterates | Oxford Biomedica (OXB) | GBX 616 | GBX 8.27 ➝ GBX 8.27 | Buy |
| UBS Group | Raises Target | Oxford Industries (OXM) | $45.49 | $33.00 ➝ $42.00 | Neutral ➝ Neutral |
| Jefferies Financial Group | Reiterates | Paragon Banking Group (PAG) | GBX 737.50 | GBX 1,000 ➝ GBX 1,000 | Buy |
| Rosenblatt Securities | Raises Target | Penguin Solutions (PENG) | $70.99 | $54.00 ➝ $65.00 | Buy ➝ Buy |
| Wedbush | Lowers Target | Praxis Precision Medicines (PRAX) | $283.69 | $166.00 ➝ $162.00 | Underperform ➝ Underperform |
| Robert W. Baird | Lowers Target | Praxis Precision Medicines (PRAX) | $283.69 | $433.00 ➝ $400.00 | Outperform ➝ Outperform |
| HC Wainwright | Lowers Target | Praxis Precision Medicines (PRAX) | $283.69 | $1,245.00 ➝ $1,201.00 | Buy ➝ Buy |
| Needham & Company LLC | Reiterates | D-Wave Quantum (QBTS) | $29.21 | $40.00 | Buy ➝ Buy |
| Rosenblatt Securities | Reiterates | D-Wave Quantum (QBTS) | $29.21 | $43.00 | Buy ➝ Buy |
| Wolfe Research | Initiates | Repligen (RGEN) | $119.42 | $145.00 | Outperform |
| HC Wainwright | Reiterates | Rigel Pharmaceuticals (RIGL) | $30.79 | $57.00 | Buy ➝ Buy |
| Shore Capital Group | Lowers Target | Rio Tinto Group (RIO) | GBX 8,051 | GBX 7,400 ➝ GBX 6,900 | Hold |
| Citigroup | Reiterates | Rose Petroleum plc (ROSE.L) (ROSE) | GBX 345 | GBX 4,500 ➝ GBX 4,500 | Buy |
| Jefferies Financial Group | Reiterates | Rose Petroleum plc (ROSE.L) (ROSE) | GBX 345 | GBX 4.70 ➝ GBX 4.70 | Buy |
| DA Davidson | Raises Target | Rapid7 (RPD) | $8.32 | $5.25 ➝ $6.50 | Underperform ➝ Underperform |
| Royal Bank Of Canada | Raises Target | Revolution Medicines (RVMD) | $153.79 | $165.00 ➝ $182.00 | Outperform ➝ Outperform |
| Wolfe Research | Initiates | Revvity (RVTY) | $99.00 | | Peer Perform |
| HC Wainwright | Reiterates | Rezolute (RZLT) | $4.18 | $5.00 | Buy ➝ Buy |
| Citigroup | Raises Target | Science Applications International (SAIC) | $112.34 | $120.00 ➝ $132.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Raises Target | Science Applications International (SAIC) | $112.34 | $110.00 ➝ $125.00 | Neutral ➝ Neutral |
| Canaccord Genuity Group | Reiterates | SDI Group (SDI) | GBX 82.60 | GBX 145 ➝ GBX 145 | Buy |
| Citigroup | Raises Target | Seplat Energy (SEPL) | GBX 573 | GBX 6,550 ➝ GBX 6,650 | Buy |
| UBS Group | Lowers Target | J. M. Smucker (SJM) | $100.12 | $132.00 ➝ $121.00 | Buy ➝ Buy |
| UBS Group | Lowers Target | Simply Good Foods (SMPL) | $11.88 | $13.00 ➝ $12.00 | Neutral ➝ Neutral |
| JPMorgan Chase & Co. | Raises Target | Sociedad Quimica y Minera (SQM) | $80.43 | $94.00 ➝ $100.00 | Overweight ➝ Neutral |
| Berenberg Bank | Reiterates | Serica Energy (SQZ) | GBX 259.80 | GBX 350 ➝ GBX 350 | Buy |
| Jefferies Financial Group | Reiterates | Serica Energy (SQZ) | GBX 259.80 | GBX 310 ➝ GBX 310 | Buy |
| Deutsche Bank Aktiengesellschaft | Reiterates | Sirius Real Estate (SRE) | GBX 98.55 | GBX 120 ➝ GBX 120 | Buy |
| Wells Fargo & Company | Raises Target | Sensata Technologies (ST) | $52.68 | $42.00 ➝ $48.00 | Equal Weight ➝ Equal Weight |
| Shore Capital Group | Reiterates | Secure Trust Bank (STB) | GBX 1,284 | | House Stock |
| Wolfe Research | Initiates | Stevanato Group (STVN) | €18.77 | €21.00 | Outperform |
| Citigroup | Raises Target | Seagate Technology (STX) | $930.70 | $740.00 ➝ $1,150.00 | Buy ➝ Buy |
| Wolfe Research | Initiates | Tempus AI (TEM) | $49.91 | | Peer Perform |
| HC Wainwright | Reiterates | TMC the metals (TMC) | $6.54 | $11.75 | Buy ➝ Buy |
| Wolfe Research | Initiates | Thermo Fisher Scientific (TMO) | $478.06 | $535.00 | Outperform |
| Piper Sandler | Initiates | Take-Two Interactive Software (TTWO) | $219.50 | $280.00 | Overweight |
| Piper Sandler | Initiates | Unity Software (U) | $30.73 | $40.00 | Overweight |
| Roth Mkm | Raises Target | Unusual Machines (UMAC) | $28.88 | $40.00 | Buy ➝ Buy |
| Wells Fargo & Company | Raises Target | Visteon (VC) | $123.23 | $125.00 ➝ $139.00 | Overweight ➝ Overweight |
| The Goldman Sachs Group | Initiates | Victory Capital (VCTR) | $85.67 | $90.00 | Neutral |
| Wolfe Research | Initiates | Veracyte (VCYT) | $46.60 | $55.00 | Outperform |
| Robert W. Baird | Lowers Target | Verra Mobility (VRRM) | $4.12 | $8.00 ➝ $6.00 | Neutral ➝ Neutral |
| Wolfe Research | Initiates | Waters (WAT) | $370.79 | $425.00 | Outperform |
| Susquehanna | Raises Target | Werner Enterprises (WERN) | $43.04 | $38.00 ➝ $47.00 | Neutral ➝ Neutral |
| Jefferies Financial Group | Reiterates | Wise (WISE) | GBX 858 | GBX 1,299 ➝ GBX 1,299 | Buy |
| Stephens | Reiterates | West Pharmaceutical Services (WST) | $313.01 | $360.00 | Overweight ➝ Overweight |
| Leerink Partners | Initiates | X4 Pharmaceuticals (XFOR) | $4.13 | $12.00 | Outperform |
