| Berenberg Bank | Reiterates | Anglo American (AAL) | GBX 4,021 | GBX 4,200 ➝ GBX 4,200 | Hold |
| BNP Paribas Exane | Lowers Target | Accenture (ACN) | $128.88 | $210.00 ➝ $180.00 | Neutral ➝ Neutral |
| BNP Paribas Exane | Initiates | Autodesk (ADSK) | $192.20 | $295.00 | Outperform |
| LADENBURG THALM/SH SH | Lowers Target | American Electric Power (AEP) | $128.68 | $148.00 ➝ $143.00 | Buy ➝ Buy |
| Scotiabank | Lowers Target | American Healthcare REIT (AHR) | $46.76 | $59.00 ➝ $51.00 | Sector Outperform ➝ Sector Outperform |
| Keefe, Bruyette & Woods | Raises Target | Arthur J. Gallagher & Co. (AJG) | $211.58 | $235.00 ➝ $242.00 | Market Perform ➝ Market Perform |
| Robert W. Baird | Lowers Target | Albemarle (ALB) | $159.31 | $236.00 ➝ $224.00 | Neutral ➝ Neutral |
| Needham & Company LLC | Raises Target | Alkermes (ALKS) | $44.26 | $50.00 ➝ $54.00 | Buy ➝ Buy |
| Scotiabank | Raises Target | American Homes 4 Rent (AMH) | $31.90 | $32.00 ➝ $33.00 | Sector Perform ➝ Sector Perform |
| Jefferies Financial Group | Reiterates | Amazon.com (AMZN) | $245.28 | | Buy |
| Shore Capital Group | Reiterates | Anpario (ANP) | GBX 517.50 | | House Stock |
| New Street Research | Reiterates | ARM (ARM) | $430.34 | | Buy ➝ Neutral |
| UBS Group | Upgrades | Grupo Aeroportuario del Sureste (ASR) | $310.14 | | Neutral ➝ Buy |
| Canaccord Genuity Group | Reiterates | Eco (atlantic) (ECO) (ATLANTIC) | | GBX 128 ➝ GBX 128 | Speculative Buy |
| DZ Bank | Upgrades | American Express (AXP) | $341.01 | $375.00 | Hold ➝ Buy |
| Canaccord Genuity Group | Reiterates | Accsys Technologies (AXS) | GBX 77 | GBX 130 ➝ GBX 130 | Buy |
| Canaccord Genuity Group | Raises Target | Biodesix (BDSX) | $16.62 | $22.00 ➝ $27.00 | Buy ➝ Buy |
| Canaccord Genuity Group | Initiates | Better Home & Finance (BETR) | $27.98 | $42.00 | Buy |
| Morgan Stanley | Raises Target | Biogen (BIIB) | $194.92 | $206.00 ➝ $224.00 | Equal Weight ➝ Equal Weight |
| Berenberg Bank | Reiterates | Central Asia Metals (CAML) | GBX 132 | GBX 190 ➝ GBX 190 | Buy |
| Citigroup | Initiates | Costco Wholesale (COST) | $949.42 | $1,020.00 | Neutral |
| Scotiabank | Raises Target | Camden Property Trust (CPT) | $110.03 | $95.00 ➝ $102.00 | Sector Underperform ➝ Sector Underperform |
| Monness Crespi & Hardt | Upgrades | Salesforce (CRM) | $152.92 | $200.00 | Neutral ➝ Buy |
| Morgan Stanley | Reiterates | Curbline Properties (CURB) | $29.90 | $30.00 | Overweight ➝ Equal Weight |
| Scotiabank | Raises Target | Datadog (DDOG) | $222.20 | $225.00 ➝ $275.00 | |
| Stephens | Reiterates | Darden Restaurants (DRI) | $215.08 | $210.00 | Equal Weight ➝ Equal Weight |
| Oppenheimer | Reiterates | Darden Restaurants (DRI) | $215.08 | $235.00 | Outperform ➝ Outperform |
| Mizuho | Lowers Target | Duke Energy (DUK) | $124.58 | $139.00 ➝ $135.00 | Outperform ➝ Outperform |
| Canaccord Genuity Group | Reiterates | Duke Capital (DUKE) | GBX 26 | GBX 41 ➝ GBX 41 | Buy |
| Kepler Capital Markets | Upgrades | Airbus (EADSY) | $55.16 | | Hold ➝ Buy |
| Canaccord Genuity Group | Reiterates | Eco (Atlantic) Oil & Gas (ECO) | GBX 48.90 | GBX 128 ➝ GBX 128 | Speculative Buy |
| BNP Paribas Exane | Lowers Target | Equifax (EFX) | $154.68 | $195.00 ➝ $185.00 | Neutral ➝ Neutral |
| TD Cowen | Raises Target | Elanco Animal Health (ELAN) | $24.37 | $31.00 ➝ $32.00 | Buy ➝ Buy |
| LADENBURG THALM/SH SH | Initiates | Elicio Therapeutics (ELTX) | $3.77 | $12.00 | Buy |
| Barclays | Upgrades | Enphase Energy (ENPH) | $52.23 | $51.00 | Underweight ➝ Equal Weight |
| Scotiabank | Raises Target | Essex Property Trust (ESS) | $276.31 | $282.00 ➝ $290.00 | Sector Outperform ➝ Sector Outperform |
| BNP Paribas Exane | Raises Target | Freeport-McMoRan (FCX) | $68.57 | $71.00 ➝ $82.00 | Outperform ➝ Outperform |
| Rothschild & Co Redburn | Downgrades | FactSet Research Systems (FDS) | $219.41 | $215.00 | Neutral ➝ Sell |
| Evercore | Lowers Target | FedEx (FDX) | $326.21 | $390.00 ➝ $355.00 | |
| Raymond James Financial | Reiterates | First Industrial Realty Trust (FR) | $61.58 | | Strong-Buy |
| Scotiabank | Lowers Target | Gaming and Leisure Properties (GLPI) | $45.08 | $52.00 ➝ $49.00 | Sector Perform ➝ Sector Perform |
| Oppenheimer | Lowers Target | Hamilton Lane (HLNE) | $81.66 | $179.00 ➝ $176.00 | Outperform ➝ Outperform |
| Argus | Upgrades | Integra LifeSciences (IART) | $17.78 | $25.00 | Hold ➝ Buy |
| Bank of America | Initiates | Immix Biopharma (IMMX) | $9.26 | $27.00 | Buy |
| Chardan Capital | Raises Target | Opus Genetics (IRD) | $4.06 | $11.00 ➝ $13.00 | Buy ➝ Buy |
| Scotiabank | Lowers Target | JAN (JAN) | $25.43 | $30.00 ➝ $29.00 | Sector Outperform ➝ Sector Outperform |
| Raymond James Financial | Raises Target | Jabil (JBL) | $366.50 | $425.00 ➝ $450.00 | Strong-Buy ➝ Strong-Buy |
| Royal Bank Of Canada | Lowers Target | Jack Henry & Associates (JKHY) | $124.28 | $180.00 ➝ $173.00 | Outperform ➝ Outperform |
| Mizuho | Raises Target | CarMax (KMX) | $51.88 | $38.00 ➝ $43.00 | Neutral ➝ Neutral |
| Stephens | Upgrades | CarMax (KMX) | $51.88 | $66.00 | Equal Weight ➝ Overweight |
| Noble Financial | Initiates | Lands' End (LE) | $12.54 | $20.00 | Outperform |
| Scotiabank | Raises Target | Mid-America Apartment Communities (MAA) | $133.59 | $120.00 ➝ $129.00 | Sector Underperform ➝ Sector Underperform |
| Scotiabank | Raises Target | Macerich (MAC) | $23.71 | $24.00 ➝ $27.00 | Sector Outperform ➝ Sector Outperform |
| Morgan Stanley | Raises Target | Macerich (MAC) | $23.71 | $20.00 ➝ $25.00 | Equal Weight ➝ Equal Weight |
| HSBC | Lowers Target | Mosaic (MOS) | $22.94 | $26.00 ➝ $23.00 | Hold ➝ Hold |
| Royal Bank Of Canada | Lowers Target | Medical Properties Trust (MPT) | $4.64 | $5.00 ➝ $4.50 | Sector Perform ➝ Sector Perform |
| Wedbush | Raises Target | Micron Technology (MU) | $1,132.80 | $500.00 ➝ $1,300.00 | Outperform ➝ Outperform |
| BNP Paribas Exane | Lowers Target | Newmont (NEM) | $102.91 | $128.00 ➝ $111.00 | Neutral ➝ Neutral |
| DA Davidson | Upgrades | NiCE (NICE) | $84.67 | $110.00 | Neutral ➝ Buy |
| Scotiabank | Lowers Target | NETSTREIT (NTST) | $19.26 | $23.00 ➝ $22.00 | Sector Outperform ➝ Sector Outperform |
| HC Wainwright | Reiterates | NovoCure (NVCR) | $14.55 | $48.00 ➝ $46.00 | Buy ➝ Buy |
| Scotiabank | Lowers Target | Realty Income (O) | $60.68 | $72.00 ➝ $67.00 | Sector Outperform ➝ Sector Outperform |
| HC Wainwright | Reiterates | Ocular Therapeutix (OCUL) | $9.47 | $21.00 ➝ $25.00 | Buy ➝ Buy |
| Argus | Raises Target | Old Dominion Freight Line (ODFL) | $221.37 | $220.00 ➝ $260.00 | Buy ➝ Buy |
| Oppenheimer | Reiterates | Odyssey Therapeutics (ODTX) | $18.42 | $40.00 | Outperform ➝ Outperform |
| Scotiabank | Lowers Target | Omega Healthcare Investors (OHI) | $44.38 | $50.00 ➝ $47.00 | Sector Perform ➝ Sector Perform |
| Keefe, Bruyette & Woods | Raises Target | Progressive (PGR) | $203.81 | $208.00 ➝ $210.00 | Market Perform ➝ Market Perform |
| Bank of America | Lowers Target | Progressive (PGR) | $203.81 | $331.00 ➝ $313.00 | Buy ➝ Buy |
| Raymond James Financial | Initiates | Prologis (PLD) | $140.33 | | Market Perform ➝ Market Perform |
| Scotiabank | Raises Target | Public Storage (PSA) | $319.42 | $340.00 ➝ $342.00 | Sector Outperform ➝ Sector Outperform |
| Scotiabank | Lowers Target | Postal Realty Trust (PSTL) | $22.61 | $26.00 ➝ $25.00 | Sector Outperform ➝ Sector Outperform |
| BNP Paribas Exane | Initiates | PTC (PTC) | $114.39 | $130.00 | Neutral |
| JPMorgan Chase & Co. | Raises Target | PZ Cussons (PZC) | GBX 107.20 | GBX 100 ➝ GBX 110 | Neutral |
| Barclays | Upgrades | uniQure (QURE) | $46.42 | $65.00 | Equal Weight ➝ Overweight |
| Royal Bank Of Canada | Lowers Target | Rathbones Group (RAT) | GBX 1,624 | GBX 2,400 ➝ GBX 1,950 | Outperform |
| Shore Capital Group | Reiterates | Regional REIT (RGL) | GBX 92.60 | | House Stock |
| Cantor Fitzgerald | Initiates | Avidity Biosciences (RNA) | $12.54 | $25.00 | Overweight |
| Scotiabank | Lowers Target | Sabra Healthcare REIT (SBRA) | $18.14 | $22.00 ➝ $19.00 | Sector Perform ➝ Sector Perform |
| Berenberg Bank | Raises Target | Standard Life (SDLF) | GBX 801.38 | GBX 918 ➝ GBX 975 | Buy |
| Rothschild & Co Redburn | Lowers Target | S&P Global (SPGI) | $408.93 | $540.00 ➝ $520.00 | Buy ➝ Buy |
| Bank of America | Lowers Target | Steel Dynamics (STLD) | $252.03 | $285.00 ➝ $280.00 | Neutral ➝ Neutral |
| Lake Street Capital | Raises Target | Smith & Wesson Brands (SWBI) | $16.12 | $14.00 ➝ $16.50 | Buy ➝ Buy |
| Wells Fargo & Company | Raises Target | Stanley Black & Decker (SWK) | $87.08 | $80.00 ➝ $90.00 | Equal Weight ➝ Equal Weight |
| Shore Capital Group | Reiterates | tinyBuild (TBLD) | GBX 9.28 | GBX 8.50 ➝ GBX 8.50 | Hold |
| Stifel Nicolaus | Raises Target | TransMedics Group (TMDX) | $79.15 | $75.00 ➝ $80.00 | Hold ➝ Hold |
| HC Wainwright | Downgrades | Traws Pharma (TRAW) | $0.78 | $1.00 | Buy ➝ Negative |
| Scotiabank | Lowers Target | Terreno Realty (TRNO) | $64.20 | $70.00 ➝ $68.00 | Sector Outperform ➝ Sector Outperform |
| Needham & Company LLC | Raises Target | TTM Technologies (TTMI) | $210.78 | $208.00 ➝ $220.00 | Buy ➝ Buy |
| Rosenblatt Securities | Reiterates | Twilio (TWLO) | $186.39 | $230.00 | Buy ➝ Buy |
| Berenberg Bank | Raises Target | Valt Technology Services (VALT) | GBX 5,750 | GBX 6,400 ➝ GBX 7,100 | Buy |
| Jefferies Financial Group | Initiates | Controladora Vuela Compania de Aviacion (VLRS) | $9.05 | $10.00 | Hold |
| Scotiabank | Raises Target | Vornado Realty Trust (VNO) | $38.17 | $33.00 ➝ $38.00 | Sector Perform ➝ Sector Perform |
| Maxim Group | Initiates | Virtuix (VTIX) | $3.57 | $11.00 | Buy |
| UBS Group | Raises Target | Corporacion Inmobiliaria Vesta (VTMX) | $34.06 | $39.00 ➝ $43.00 | Buy ➝ Buy |
| Scotiabank | Lowers Target | Welltower (WELL) | $207.93 | $248.00 ➝ $232.00 | Sector Outperform ➝ Sector Outperform |
| Berenberg Bank | Reiterates | Wickes Group (WIX) | GBX 180.40 | GBX 265 ➝ GBX 265 | Buy |
| Berenberg Bank | Raises Target | Workspace Group (WKP) | GBX 346.60 | GBX 401 ➝ GBX 427 | Buy |
| Scotiabank | Lowers Target | W.P. Carey (WPC) | $71.68 | $79.00 ➝ $76.00 | Sector Perform ➝ Sector Perform |
| Shore Capital Group | Reiterates | Whitbread (WTB) | GBX 2,412 | GBX 3,700 ➝ GBX 3,700 | Buy |
| Canaccord Genuity Group | Reiterates | XPS Pensions Group (XPS) | GBX 310 | GBX 469 ➝ GBX 469 | Buy |
