| TD Cowen | Lowers Target | American Airlines Group (AAL) | $12.94 | $16.00 ➝ $15.00 | Buy ➝ Buy |
| Rothschild & Co Redburn | Upgrades | Abbott Laboratories (ABT) | $97.52 | $119.00 ➝ $127.00 | Neutral ➝ Buy |
| Argus | Raises Target | Accenture (ACN) | $199.17 | $220.00 ➝ $260.00 | Buy ➝ Buy |
| Morgan Stanley | Raises Target | Accenture (ACN) | $199.17 | $175.00 ➝ $195.00 | Equal Weight ➝ Equal Weight |
| Guggenheim | Reiterates | Accenture (ACN) | $199.17 | | Neutral ➝ Neutral |
| Royal Bank Of Canada | Raises Target | Accenture (ACN) | $199.17 | $175.00 ➝ $240.00 | Outperform ➝ Outperform |
| Truist Financial | Raises Target | Accenture (ACN) | $199.17 | $150.00 ➝ $220.00 | Hold ➝ Hold |
| D. Boral Capital | Initiates | AirJoule Technologies (AIRJ) | $3.92 | $8.00 | Buy |
| Wedbush | Reiterates | Aktis Oncology (AKTS) | $18.52 | $35.00 | Outperform ➝ Outperform |
| TD Cowen | Lowers Target | Alaska Air Group (ALK) | $39.59 | $46.00 ➝ $44.00 | Buy ➝ Buy |
| Citigroup | Lowers Target | Allstate (ALL) | $223.83 | $240.00 ➝ $215.00 | Sell ➝ Sell |
| Freedom Broker | Initiates | Allison Transmission (ALSN) | $118.01 | $144.00 | Buy |
| Citigroup | Lowers Target | Amrize (AMRZ) | $37.23 | $58.00 ➝ $50.00 | Buy ➝ Buy |
| Mizuho | Upgrades | Anadarko Petroleum (APC) | $15.50 | $22.00 | Neutral ➝ Outperform |
| Wells Fargo & Company | Initiates | Apollo Global Management (APO) | $114.33 | $127.00 | Equal Weight |
| Cantor Fitzgerald | Reiterates | Artiva Biotherapeutics (ARTV) | $6.83 | $40.00 | Overweight ➝ Overweight |
| JPMorgan Chase & Co. | Lowers Target | Bank of America (BAC) | $53.78 | $68.00 ➝ $62.00 | Overweight ➝ Overweight |
| Cantor Fitzgerald | Upgrades | Better Home & Finance (BETR) | $11.79 | $16.00 | Neutral ➝ Overweight |
| JPMorgan Chase & Co. | Raises Target | Bank of New York Mellon (BNY) | $145.34 | $159.00 ➝ $161.00 | Overweight ➝ Overweight |
| Robert W. Baird | Lowers Target | Dutch Bros (BROS) | $38.69 | $82.00 ➝ $60.00 | Outperform ➝ Outperform |
| Truist Financial | Initiates | Brixmor Property Group (BRX) | $27.41 | $33.00 ➝ $31.00 | Buy ➝ Buy |
| Wells Fargo & Company | Initiates | Blackstone (BX) | $111.88 | $122.00 | Equal Weight |
| JPMorgan Chase & Co. | Lowers Target | Citigroup (C) | $128.43 | $149.00 ➝ $147.00 | Overweight ➝ Overweight |
| TD Cowen | Raises Target | CeriBell (CBLL) | $23.69 | $29.00 ➝ $33.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Lowers Target | Citizens Financial Group (CFG) | $64.34 | $78.00 ➝ $72.50 | Overweight ➝ Overweight |
| HC Wainwright | Reiterates | Cullinan Therapeutics (CGEM) | $15.51 | $35.00 | Buy ➝ Buy |
| TD | Set Price Target | Cargojet (CJT) | C$91.06 | C$128.00 | Buy |
| National Bank Financial | Set Price Target | Cargojet (CJT) | C$91.06 | C$112.00 | Outperform |
| HC Wainwright | Reiterates | Celldex Therapeutics (CLDX) | $31.65 | $64.00 | Buy ➝ Buy |
| Scotiabank | Lowers Target | Comcast (CMCSA) | $21.57 | $29.00 ➝ $27.50 | Sector Perform ➝ Sector Perform |
| Susquehanna | Lowers Target | Canadian National Railway (CNI) | $119.72 | $142.00 ➝ $130.00 | Neutral ➝ Neutral |
| HC Wainwright | Reiterates | Connect Biopharma (CNTB) | $0.93 | | Buy ➝ Buy |
| Susquehanna | Lowers Target | Canadian Pacific Kansas City (CP) | $85.96 | $106.00 ➝ $98.00 | Positive ➝ Positive |
| Hovde Group | Initiates | CPB (CPF) | $36.38 | $38.00 | Market Perform |
| Peel Hunt | Reiterates | Capita (CPI) | GBX 214 | GBX 311 | Buy |
| Raymond James Financial | Upgrades | CT Real Estate Investment Trust (CRT.UN) | C$17.16 | C$19.25 | Market Perform ➝ Outperform |
| Susquehanna | Lowers Target | CSX (CSX) | $47.43 | $59.00 ➝ $55.00 | Positive ➝ Positive |
| Wedbush | Reiterates | Cognizant Technology Solutions (CTSH) | $58.51 | $70.00 | Outperform ➝ Outperform |
| Truist Financial | Initiates | CubeSmart (CUBE) | $37.57 | $43.00 ➝ $41.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Raises Target | Devon Energy (DVN) | $47.65 | $60.00 ➝ $65.00 | Overweight ➝ Overweight |
| Raymond James Financial | Raises Target | Enerflex (EFX) | C$35.02 | C$48.00 ➝ C$49.00 | Outperform |
| ATB Cormark Capital Markets | Raises Target | Enerflex (EFX) | C$35.02 | C$47.00 ➝ C$52.00 | Outperform |
| Acumen Capital | Raises Target | Enerflex (EFX) | C$35.02 | C$42.00 ➝ C$48.00 | Buy |
| Canadian Imperial Bank of Commerce | Raises Target | Enerflex (EFXT) | $24.58 | $27.50 ➝ $30.00 | Neutral ➝ Neutral |
| Deutsche Bank Aktiengesellschaft | Upgrades | Man Group (EMG) | GBX 322.20 | GBX 345 ➝ GBX 360 | Hold |
| Truist Financial | Raises Target | EOG Resources (EOG) | $141.44 | $153.00 ➝ $160.00 | Hold ➝ Hold |
| Citigroup | Lowers Target | Eagle Materials (EXP) | $171.10 | $232.00 ➝ $190.00 | Neutral ➝ Neutral |
| UBS Group | Raises Target | Expeditors International of Washington (EXPD) | $192.45 | $210.00 ➝ $220.00 | Buy ➝ Buy |
| HC Wainwright | Lowers Target | Foghorn Therapeutics (FHTX) | $2.02 | $13.00 ➝ $5.00 | Buy ➝ Buy |
| Robert W. Baird | Lowers Target | Fair Isaac (FICO) | $659.12 | $1,549.00 ➝ $1,070.00 | Outperform ➝ Outperform |
| JPMorgan Chase & Co. | Lowers Target | Fifth Third Bancorp (FITB) | $50.90 | $62.00 ➝ $58.00 | Overweight ➝ Overweight |
| Sanford C. Bernstein | Reiterates | Fervo Energy (FRVO) | $14.45 | $47.00 | Outperform ➝ Outperform |
| Berenberg Bank | Reiterates | Filtronic (FTC) | GBX 267.77 | GBX 440 | Buy |
| Susquehanna | Lowers Target | Forward Air (FWRD) | $15.91 | $29.00 ➝ $25.00 | Positive ➝ Positive |
| JPMorgan Chase & Co. | Initiates | Graham (GHM) | $91.35 | $120.00 | Overweight |
| Citizens Jmp | Lowers Target | Gaming and Leisure Properties (GLPI) | $37.68 | $55.00 ➝ $49.00 | Market Outperform ➝ Market Outperform |
| Truist Financial | Raises Target | Corning (GLW) | $164.20 | $175.00 ➝ $182.00 | Buy ➝ Buy |
| Citigroup | Lowers Target | Graphic Packaging (GPK) | $8.78 | $13.00 ➝ $9.00 | Neutral ➝ Neutral |
| JPMorgan Chase & Co. | Lowers Target | Goodyear Tire & Rubber (GT) | $4.84 | $10.00 ➝ $9.00 | Overweight ➝ Overweight |
| DA Davidson | Reiterates | Guidewire Software (GWRE) | $152.07 | $222.00 | Buy ➝ Buy |
| Susquehanna | Lowers Target | GXO Logistics (GXO) | $46.53 | $62.00 ➝ $60.00 | Positive ➝ Positive |
| JPMorgan Chase & Co. | Lowers Target | Huntington Bancshares (HBAN) | $15.33 | $19.50 ➝ $17.50 | Overweight ➝ Overweight |
| JPMorgan Chase & Co. | Downgrades | Hess Midstream Partners (HESM) | $37.76 | $39.00 | Neutral ➝ Underweight |
| Wells Fargo & Company | Initiates | Robinhood Markets (HOOD) | $112.74 | $125.00 | Equal Weight |
| Daiwa Securities Group | Upgrades | Hewlett Packard Enterprise (HPE) | $69.39 | $75.00 | Neutral ➝ Outperform |
| Peel Hunt | Reiterates | IG Group (IGG) | GBX 990 | GBX 1,100 | Hold |
| Huntington | Initiates | Innovative Industrial Properties (IIPR) | $50.50 | $60.00 | Outperform |
| Royal Bank Of Canada | Reiterates | Intuit (INTU) | $281.08 | $385.00 | Outperform ➝ Outperform |
| Chardan Capital | Reiterates | Opus Genetics (IRD) | $4.58 | $16.00 | Buy ➝ Buy |
| Truist Financial | Raises Target | Inventiva (IVA) | $3.56 | $13.00 ➝ $18.00 | Buy ➝ Buy |
| Susquehanna | Lowers Target | J.B. Hunt Transport Services (JBHT) | $234.20 | $345.00 ➝ $305.00 | Positive ➝ Positive |
| Peel Hunt | Reiterates | JD Sports Fashion (JD) | GBX 80.86 | | Hold |
| Shore Capital Group | Downgrades | JD Sports Fashion (JD) | GBX 80.86 | GBX 81 ➝ GBX 75 | Hold |
| Shore Capital Group | Reiterates | J D Wetherspoon (JDW) | GBX 883.50 | GBX 813 | Hold |
| Peel Hunt | Reiterates | J D Wetherspoon (JDW) | GBX 883.50 | GBX 800 | Hold |
| TD | Downgrades | Jamieson Wellness (JWEL) | C$45.44 | C$49.00 ➝ C$45.75 | Hold ➝ Sell |
| JPMorgan Chase & Co. | Lowers Target | KeyCorp (KEY) | $20.09 | $24.50 ➝ $23.00 | Neutral ➝ Neutral |
| Deutsche Bank Aktiengesellschaft | Upgrades | Kingfisher (KGF) | GBX 328.30 | GBX 300 ➝ GBX 330 | Hold |
| Wells Fargo & Company | Initiates | KKR & Co. Inc. (KKR) | $90.35 | $97.00 | Equal Weight |
| Susquehanna | Lowers Target | Knight-Swift Transportation (KNX) | $66.81 | $96.00 ➝ $85.00 | Positive ➝ Positive |
| Scotiabank | Lowers Target | Lineage (LINE) | $34.34 | $44.00 ➝ $39.00 | Sector Perform ➝ Sector Perform |
| Deutsche Bank Aktiengesellschaft | Upgrades | Liontrust Asset Management (LIO) | GBX 294 | GBX 205 ➝ GBX 215 | Sell |
| HC Wainwright | Lowers Target | Liquidia (LQDA) | $28.64 | $130.00 ➝ $58.00 | Buy ➝ Buy |
| Royal Bank Of Canada | Raises Target | LTC Properties (LTC) | $42.94 | $45.00 ➝ $52.00 | Outperform ➝ Outperform |
| TD Cowen | Lowers Target | Southwest Airlines (LUV) | $42.52 | $48.00 ➝ $47.00 | Buy ➝ Buy |
| HC Wainwright | Reiterates | LSI Industries (LYTS) | $21.25 | $30.00 | Buy ➝ Buy |
| Truist Financial | Initiates | Macerich (MAC) | $23.04 | $26.00 | Buy ➝ Buy |
| Cantor Fitzgerald | Reiterates | MongoDB (MDB) | $357.96 | $540.00 | Overweight ➝ Overweight |
| Rosenblatt Securities | Reiterates | Magnite (MGNI) | $24.73 | $40.00 | Buy ➝ Buy |
| Truist Financial | Raises Target | Magnolia Oil & Gas (MGY) | $24.03 | $34.00 ➝ $35.00 | Buy ➝ Buy |
| Rosenblatt Securities | Reiterates | Miami International (MIAX) | $32.93 | $62.00 | Buy ➝ Buy |
| Stifel Nicolaus | Lowers Target | McCormick & Company, Incorporated (MKC) | $44.60 | $55.00 ➝ $48.00 | Hold ➝ Hold |
| BNP Paribas Exane | Lowers Target | McCormick & Company, Incorporated (MKC) | $44.60 | $75.00 ➝ $65.00 | Outperform ➝ Outperform |
| Barclays | Lowers Target | McCormick & Company, Incorporated (MKC) | $44.60 | $55.00 ➝ $47.00 | Equal Weight ➝ Equal Weight |
| UBS Group | Lowers Target | McCormick & Company, Incorporated (MKC) | $44.60 | $52.00 ➝ $48.00 | Neutral ➝ Neutral |
| Citigroup | Lowers Target | Martin Marietta Materials (MLM) | $482.59 | $690.00 ➝ $610.00 | Buy ➝ Buy |
| Oppenheimer | Lowers Target | Modine Manufacturing (MOD) | $178.15 | $300.00 ➝ $260.00 | Outperform ➝ Outperform |
| Bank of America | Raises Target | Marathon Petroleum (MPC) | $421.93 | $410.00 ➝ $426.00 | Neutral ➝ Neutral |
| JPMorgan Chase & Co. | Lowers Target | M&T Bank (MTB) | $219.04 | $265.50 ➝ $248.50 | Neutral ➝ Neutral |
| JPMorgan Chase & Co. | Lowers Target | NIKE (NKE) | $33.89 | $40.00 ➝ $33.00 | Underweight ➝ Underweight |
| Stifel Nicolaus | Lowers Target | NIKE (NKE) | $33.89 | $40.00 ➝ $36.00 | Hold ➝ Hold |
| Robert W. Baird | Lowers Target | NIKE (NKE) | $33.89 | $44.00 ➝ $36.00 | Neutral ➝ Neutral |
| BTIG Research | Lowers Target | NIKE (NKE) | $33.89 | $55.00 ➝ $50.00 | Buy ➝ Buy |
| Needham & Company LLC | Reiterates | NIKE (NKE) | $33.89 | | Hold ➝ Hold |
| Freedom Broker | Upgrades | NIKE (NKE) | $33.89 | $54.00 ➝ $51.00 | Sell ➝ Buy |
| Citigroup | Lowers Target | NIKE (NKE) | $33.89 | $39.00 ➝ $32.00 | Neutral ➝ Neutral |
| HC Wainwright | Reiterates | Nektar Therapeutics (NKTR) | $43.58 | $185.00 | Buy ➝ Buy |
| Susquehanna | Lowers Target | Norfolk Southern (NSC) | $317.20 | $386.00 ➝ $350.00 | Neutral ➝ Neutral |
| JPMorgan Chase & Co. | Lowers Target | Northern Trust (NTRS) | $171.40 | $185.50 ➝ $185.00 | Neutral ➝ Neutral |
| Chardan Capital | Reiterates | Ocular Therapeutix (OCUL) | $6.96 | $23.00 | Buy ➝ Buy |
| Susquehanna | Lowers Target | Old Dominion Freight Line (ODFL) | $180.48 | $232.00 ➝ $202.00 | Neutral ➝ Neutral |
| Needham & Company LLC | Reiterates | onsemi (ON) | $84.89 | $116.00 | Buy ➝ Buy |
| Wells Fargo & Company | Raises Target | onsemi (ON) | $84.89 | $85.00 ➝ $100.00 | Overweight ➝ Overweight |
| Citizens Jmp | Reiterates | Oracle (ORCL) | $142.58 | $285.00 | Market Outperform ➝ Market Outperform |
| Scotia | Raises Target | Ovintiv (OVV) | $60.30 | $70.00 ➝ $75.00 | Sector Outperform |
| Rosenblatt Securities | Reiterates | Penguin Solutions (PENG) | $61.36 | $80.00 | Buy ➝ Buy |
| Citigroup | Lowers Target | Packaging Corporation of America (PKG) | $228.49 | $254.00 ➝ $253.00 | Neutral ➝ Neutral |
| JPMorgan Chase & Co. | Lowers Target | The PNC Financial Services Group (PNC) | $221.01 | $269.50 ➝ $258.00 | Overweight ➝ Overweight |
| Deutsche Bank Aktiengesellschaft | Upgrades | Polar Capital (POLR) | GBX 838 | GBX 1,150 ➝ GBX 1,200 | Buy |
| DA Davidson | Reiterates | Progress Software (PRGS) | $36.90 | $55.00 | Buy ➝ Buy |
| Truist Financial | Initiates | Public Storage (PSA) | $284.48 | $338.00 ➝ $317.00 | Buy ➝ Buy |
| UBS Group | Initiates | Patterson-UTI Energy (PTEN) | $11.21 | $13.00 | Neutral |
| Citigroup | Lowers Target | Patterson-UTI Energy (PTEN) | $11.21 | $13.50 ➝ $12.50 | Neutral ➝ Neutral |
| Susquehanna | Lowers Target | Ryder System (R) | $237.24 | $310.00 ➝ $280.00 | Positive ➝ Positive |
| JPMorgan Chase & Co. | Lowers Target | Regions Financial (RF) | $27.13 | $32.00 ➝ $30.50 | Neutral ➝ Neutral |
| UBS Group | Lowers Target | Range Resources (RRC) | $38.26 | $49.00 ➝ $44.00 | Neutral ➝ Neutral |
| Susquehanna | Lowers Target | Saia (SAIA) | $351.12 | $412.00 ➝ $360.00 | Neutral ➝ Neutral |
| Piper Sandler | Lowers Target | Charles Schwab (SCHW) | $96.77 | $118.00 ➝ $100.00 | Neutral ➝ Neutral |
| Piper Sandler | Lowers Target | ServisFirst Bancshares (SFBS) | $40.18 | $47.00 ➝ $46.00 | Overweight ➝ Overweight |
| JPMorgan Chase & Co. | Downgrades | Sigma Lithium (SGML) | $9.09 | $11.00 | Overweight ➝ Neutral |
| ATB Cormark Capital Markets | Downgrades | Sigma Lithium (SGML) | $9.09 | $19.50 ➝ $13.00 | Outperform ➝ Sector Perform |
| Raymond James Financial | Upgrades | Sienna Senior Living (SIA) | C$20.00 | C$25.75 ➝ C$24.25 | Outperform ➝ Strong-Buy |
| Evercore | Downgrades | Siemens (SIEGY) | $155.27 | | Outperform ➝ In-Line |
| Citigroup | Lowers Target | Silgan (SLGN) | $34.86 | $54.00 ➝ $49.00 | Buy ➝ Buy |
| Robert W. Baird | Lowers Target | Smartstop Self Storage REIT (SMA) | $32.51 | $37.00 ➝ $36.00 | Outperform ➝ Outperform |
| JPMorgan Chase & Co. | Initiates | Sable Offshore (SOC) | $3.52 | $10.00 | Overweight |
| Truist Financial | Initiates | Simon Property Group (SPG) | $201.15 | $215.00 | Hold ➝ Hold |
| JPMorgan Chase & Co. | Raises Target | State Street (STT) | $176.00 | $187.00 ➝ $187.50 | Neutral ➝ Neutral |
| Needham & Company LLC | Raises Target | Shattuck Labs (STTK) | $6.73 | $17.00 ➝ $19.00 | Buy ➝ Buy |
| Royal Bank Of Canada | Reiterates | Constellation Brands (STZ) | $113.00 | $185.00 | Outperform ➝ Outperform |
| Raymond James Financial | Downgrades | StorageVault Canada (SVI) | C$4.07 | C$5.75 ➝ C$5.25 | Strong-Buy ➝ Outperform |
| Rosenblatt Securities | Raises Target | Synaptics (SYNA) | $121.10 | $115.00 ➝ $123.00 | Neutral ➝ Neutral |
| JPMorgan Chase & Co. | Lowers Target | Truist Financial (TFC) | $46.46 | $54.00 ➝ $50.50 | Underweight ➝ Underweight |
| Susquehanna | Lowers Target | TFI International (TFII) | $118.66 | $185.00 ➝ $164.00 | Positive ➝ Positive |
| Scotiabank | Lowers Target | T-Mobile US (TMUS) | $163.64 | $232.00 ➝ $217.00 | Sector Outperform ➝ Sector Outperform |
| BTIG Research | Reiterates | ServiceTitan (TTAN) | $67.09 | $110.00 | Buy ➝ Buy |
| TD Cowen | Lowers Target | United Airlines (UAL) | $112.51 | $192.00 ➝ $167.00 | Buy ➝ Buy |
| Susquehanna | Lowers Target | Union Pacific (UNP) | $278.21 | $345.00 ➝ $333.00 | Positive ➝ Positive |
| JPMorgan Chase & Co. | Lowers Target | U.S. Bancorp (USB) | $57.51 | $69.00 ➝ $65.00 | Neutral ➝ Neutral |
| Citizens Jmp | Lowers Target | VICI Properties (VICI) | $22.66 | $35.00 ➝ $31.00 | Market Outperform ➝ Market Outperform |
| Bank of America | Raises Target | Valero Energy (VLO) | $405.96 | $395.00 ➝ $414.00 | Neutral ➝ Neutral |
| Citigroup | Lowers Target | Vulcan Materials (VMC) | $242.97 | $350.00 ➝ $300.00 | Buy ➝ Buy |
| Berenberg Bank | Upgrades | Vodafone Group Public (VOD) | GBX 126.80 | GBX 123 ➝ GBX 140 | Buy |
| Siebert Williams Shank | Initiates | Vistra (VST) | $139.94 | $202.00 | Buy |
| Morgan Stanley | Initiates | Vylor (VYLR) | $66.92 | $85.00 | Overweight |
| BMO Capital Markets | Initiates | Vylor (VYLR) | $66.92 | $85.00 | Outperform |
| Scotiabank | Lowers Target | Verizon Communications (VZ) | $45.91 | $52.50 ➝ $51.50 | Sector Outperform ➝ Sector Outperform |
| JPMorgan Chase & Co. | Lowers Target | Wells Fargo & Company (WFC) | $80.47 | $95.50 ➝ $91.50 | Neutral ➝ Neutral |
| Raymond James Financial | Lowers Target | WhiteHawk Income (WHK) | $25.55 | $37.00 ➝ $35.00 | Strong-Buy ➝ Strong-Buy |
| Northland Securities | Initiates | WW International (WW) | $14.74 | $25.00 | Outperform |
| Susquehanna | Lowers Target | XPO (XPO) | $185.95 | $225.00 ➝ $194.00 | Neutral ➝ Neutral |
| Bank of America | Raises Target | XPO (XPO) | $185.95 | $228.00 ➝ $230.00 | Buy ➝ Buy |
| Robert W. Baird | Raises Target | Block (XYZ) | $74.33 | $105.00 ➝ $106.00 | Outperform ➝ Outperform |
