| Berenberg Bank | Raises Target | Anglo American (AAL) | GBX 3,974 | GBX 4,000 ➝ GBX 4,200 | Buy |
| Wedbush | Reiterates | Apple (AAPL) | $311.51 | $400.00 | Outperform ➝ Outperform |
| Royal Bank Of Canada | Reiterates | Adobe (ADBE) | $251.60 | $350.00 | Outperform ➝ Outperform |
| Citigroup | Initiates | Akzo Nobel (AKZOY) | $21.87 | | Buy |
| Craig Hallum | Initiates | Aurora Innovation (AUR) | $6.35 | $18.00 | Buy |
| Erste Group Bank | Upgrades | Broadcom (AVGO) | $395.42 | | Hold ➝ Buy |
| JPMorgan Chase & Co. | Lowers Target | BILL (BILL) | $35.65 | $60.00 ➝ $50.00 | Overweight ➝ Overweight |
| JPMorgan Chase & Co. | Reiterates | BP (BP) | GBX 544.70 | | Neutral |
| Shore Capital Group | Reiterates | Baker Steel Resources (BSRT) | GBX 131 | | House Stock |
| Shore Capital Group | Reiterates | BTG (BTG) | GBX 127 | | House Stock |
| Berenberg Bank | Reiterates | Anheuser-Busch InBev SA/NV (BUD) | $78.16 | | Buy |
| Morgan Stanley | Lowers Target | Conagra Brands (CAG) | $12.96 | $15.00 ➝ $13.00 | Equal Weight ➝ Equal Weight |
| JPMorgan Chase & Co. | Lowers Target | Conagra Brands (CAG) | $12.96 | $17.00 ➝ $14.00 | Neutral ➝ Neutral |
| Erste Group Bank | Downgrades | Cboe Global Markets (CBOE) | $280.53 | | Buy ➝ Hold |
| Bank of America | Raises Target | Cracker Barrel Old Country Store (CBRL) | $32.79 | $31.00 ➝ $34.00 | |
| Rosenblatt Securities | Raises Target | Ciena (CIEN) | $504.66 | $350.00 ➝ $720.00 | Buy ➝ Buy |
| DA Davidson | Reiterates | Columbus McKinnon (CMCO) | $13.57 | $20.00 | Neutral ➝ Neutral |
| Rosenblatt Securities | Lowers Target | Comcast (CMCSA) | $23.62 | $30.00 ➝ $24.00 | Neutral ➝ Neutral |
| Royal Bank Of Canada | Reiterates | CMC Markets (CMCX) | GBX 454 | GBX 460 ➝ GBX 460 | Outperform |
| Erste Group Bank | Downgrades | CME Group (CME) | $257.22 | | Buy ➝ Hold |
| JPMorgan Chase & Co. | Upgrades | Chipotle Mexican Grill (CMG) | $29.51 | $38.00 ➝ $35.00 | Neutral ➝ Overweight |
| Berenberg Bank | Reiterates | Coats Group (COA) | GBX 80.20 | GBX 135 ➝ GBX 135 | Buy |
| Robert W. Baird | Lowers Target | Coinbase Global (COIN) | $149.62 | $160.00 ➝ $142.00 | Neutral ➝ Neutral |
| The Goldman Sachs Group | Initiates | Concentra Group Holdings Parent (CON) | $25.62 | $30.00 | Buy ➝ Buy |
| Needham & Company LLC | Lowers Target | Cooper Companies (COO) | $66.84 | $101.00 ➝ $86.00 | Buy ➝ Buy |
| Robert W. Baird | Lowers Target | Cooper Companies (COO) | $66.84 | $98.00 ➝ $85.00 | Outperform ➝ Outperform |
| Stifel Nicolaus | Lowers Target | Cooper Companies (COO) | $66.84 | $95.00 ➝ $85.00 | Buy ➝ Buy |
| Mizuho | Lowers Target | Circle Internet Group (CRCL) | $80.91 | $135.00 ➝ $85.00 | Neutral ➝ Neutral |
| Royal Bank Of Canada | Lowers Target | Centerspace (CSR) | $59.04 | $71.00 ➝ $67.00 | Outperform ➝ Outperform |
| Susquehanna | Raises Target | CSX (CSX) | $47.11 | $44.00 ➝ $50.00 | Neutral ➝ Neutral |
| UBS Group | Initiates | Cavco Industries (CVCO) | $558.81 | $700.00 | Buy |
| Royal Bank Of Canada | Reiterates | Carvana (CVNA) | $65.74 | $92.00 | Outperform ➝ Outperform |
| Rosenblatt Securities | Raises Target | Walt Disney (DIS) | $99.24 | $121.00 ➝ $126.00 | Buy ➝ Buy |
| Wedbush | Lowers Target | Docusign (DOCU) | $47.22 | $60.00 ➝ $58.00 | Neutral ➝ Neutral |
| Needham & Company LLC | Reiterates | Docusign (DOCU) | $47.22 | | Hold ➝ Hold |
| BTIG Research | Lowers Target | Docusign (DOCU) | $47.22 | $70.00 ➝ $60.00 | Buy ➝ Buy |
| Citigroup | Lowers Target | Drax Group (DRX) | GBX 795 | GBX 9,230 ➝ GBX 8,160 | Neutral |
| Berenberg Bank | Raises Target | discoverIE Group (DSCV) | GBX 713 | GBX 950 ➝ GBX 1,050 | Buy |
| Royal Bank Of Canada | Downgrades | discoverIE Group (DSCV) | GBX 713 | GBX 800 ➝ GBX 800 | Sector perform |
| Erste Group Bank | Downgrades | Deutsche Telekom (DTEGY) | $31.98 | | Buy ➝ Hold |
| TD Cowen | Raises Target | Equinor ASA (EQNR) | $37.27 | $40.00 ➝ $42.00 | Hold ➝ Hold |
| Erste Group Bank | Initiates | Comfort Systems USA (FIX) | $1,867.14 | | Buy |
| New Street Research | Raises Target | Alphabet (GOOGL) | $368.85 | $450.00 ➝ $455.00 | Buy ➝ Buy |
| Stifel Nicolaus | Lowers Target | Guidewire Software (GWRE) | $136.95 | $225.00 ➝ $200.00 | Buy ➝ Buy |
| Royal Bank Of Canada | Lowers Target | Guidewire Software (GWRE) | $136.95 | $250.00 ➝ $215.00 | Outperform ➝ Outperform |
| Wells Fargo & Company | Lowers Target | Guidewire Software (GWRE) | $136.95 | $210.00 ➝ $190.00 | Overweight ➝ Overweight |
| Citizens Jmp | Lowers Target | Guidewire Software (GWRE) | $136.95 | $300.00 ➝ $220.00 | Market Outperform ➝ Market Outperform |
| Wells Fargo & Company | Lowers Target | The Hartford Insurance Group (HIG) | $131.00 | $165.00 ➝ $154.00 | Overweight ➝ Overweight |
| Mizuho | Lowers Target | The Hartford Insurance Group (HIG) | $131.00 | $159.00 ➝ $154.00 | Outperform ➝ Outperform |
| Canaccord Genuity Group | Reiterates | HIVE Digital Technologies (HIVE) | $3.74 | $10.00 | Buy ➝ Buy |
| UBS Group | Reiterates | Halma (HLMA) | GBX 4,664 | £47,750 ➝ £47,750 | Buy |
| B. Riley Financial | Initiates | iBio (IBIO) | $1.83 | $6.00 | Buy |
| BTIG Research | Reiterates | Samsara (IOT) | $35.13 | $45.00 | Buy ➝ Buy |
| Wells Fargo & Company | Raises Target | Samsara (IOT) | $35.13 | $46.00 ➝ $50.00 | Overweight ➝ Overweight |
| BMO Capital Markets | Raises Target | J.B. Hunt Transport Services (JBHT) | $286.21 | $250.00 ➝ $320.00 | Outperform ➝ Outperform |
| Royal Bank Of Canada | Raises Target | Kinetik (KNTK) | $45.52 | $50.00 ➝ $53.00 | Outperform ➝ Outperform |
| Wells Fargo & Company | Raises Target | Knight-Swift Transportation (KNX) | $78.57 | $65.00 ➝ $86.00 | Overweight ➝ Overweight |
| Morgan Stanley | Initiates | Kyivstar Group (KYIV) | $13.67 | $17.00 | Equal Weight |
| Robert W. Baird | Raises Target | Littelfuse (LFUS) | $463.29 | $500.00 ➝ $535.00 | Outperform ➝ Outperform |
| The Goldman Sachs Group | Lowers Target | lululemon athletica (LULU) | $114.66 | $177.00 ➝ $122.00 | Neutral ➝ Neutral |
| Piper Sandler | Lowers Target | lululemon athletica (LULU) | $114.66 | $130.00 ➝ $110.00 | Neutral ➝ Neutral |
| JPMorgan Chase & Co. | Lowers Target | lululemon athletica (LULU) | $114.66 | $173.00 ➝ $149.00 | Neutral ➝ Neutral |
| Stifel Nicolaus | Lowers Target | lululemon athletica (LULU) | $114.66 | $176.00 ➝ $134.00 | Hold ➝ Hold |
| Jefferies Financial Group | Lowers Target | lululemon athletica (LULU) | $114.66 | $145.00 ➝ $115.00 | Hold |
| Barclays | Lowers Target | lululemon athletica (LULU) | $114.66 | $161.00 ➝ $113.00 | Equal Weight ➝ Equal Weight |
| Wells Fargo & Company | Lowers Target | lululemon athletica (LULU) | $114.66 | $150.00 ➝ $110.00 | Equal Weight ➝ Equal Weight |
| Telsey Advisory Group | Lowers Target | lululemon athletica (LULU) | $114.66 | $175.00 ➝ $122.00 | Market Perform |
| BNP Paribas Exane | Downgrades | lululemon athletica (LULU) | $114.66 | $88.00 | Neutral ➝ Underperform |
| BTIG Research | Reiterates | lululemon athletica (LULU) | $114.66 | | Buy ➝ Neutral |
| Robert W. Baird | Lowers Target | lululemon athletica (LULU) | $114.66 | $170.00 ➝ $140.00 | Neutral ➝ Neutral |
| Bank of America | Lowers Target | lululemon athletica (LULU) | $114.66 | $175.00 ➝ $140.00 | Neutral ➝ Neutral |
| Needham & Company LLC | Reiterates | lululemon athletica (LULU) | $114.66 | | Hold ➝ Hold |
| Truist Financial | Lowers Target | lululemon athletica (LULU) | $114.66 | $135.00 ➝ $115.00 | Hold ➝ Hold |
| UBS Group | Lowers Target | LyondellBasell Industries (LYB) | $64.40 | $82.00 ➝ $73.00 | Neutral ➝ Neutral |
| Rothschild & Co Redburn | Lowers Target | Medtronic (MDT) | $81.66 | $111.00 ➝ $106.00 | Buy ➝ Buy |
| DA Davidson | Reiterates | MP Materials (MP) | $60.24 | $82.00 | Buy ➝ Buy |
| Berenberg Bank | Raises Target | Mitie Group (MTO) | GBX 165 | GBX 210 ➝ GBX 215 | Buy |
| Royal Bank Of Canada | Lowers Target | Mitie Group (MTO) | GBX 165 | GBX 205 ➝ GBX 200 | Outperform |
| Oppenheimer | Raises Target | Navan (NAVN) | $21.10 | $20.00 ➝ $28.00 | Outperform ➝ Outperform |
| Susquehanna | Raises Target | Norfolk Southern (NSC) | $314.77 | $330.00 ➝ $337.00 | Neutral ➝ Neutral |
| Wells Fargo & Company | Lowers Target | Netskope (NTSK) | $9.78 | $14.00 ➝ $13.00 | Overweight ➝ Overweight |
| China Renaissance | Initiates | NVIDIA (NVDA) | $207.75 | $319.00 | Buy |
| BTIG Research | Reiterates | Oracle (ORCL) | $215.13 | $400.00 | Buy ➝ Buy |
| Citizens Jmp | Raises Target | Pitney Bowes (PBI) | $17.04 | $17.00 ➝ $19.00 | Market Outperform ➝ Market Outperform |
| Needham & Company LLC | Raises Target | Planet Labs PBC (PL) | $32.79 | $40.00 ➝ $53.00 | Buy ➝ Buy |
| Wedbush | Reiterates | Planet Labs PBC (PL) | $32.79 | $50.00 | Outperform ➝ Outperform |
| Wedbush | Reiterates | Palantir Technologies (PLTR) | $136.48 | $230.00 | Outperform ➝ Outperform |
| Rosenblatt Securities | Reiterates | Palantir Technologies (PLTR) | $136.48 | $225.00 | Buy ➝ Buy |
| UBS Group | Reiterates | Pennon Group (PNN) | GBX 514 | GBX 650 ➝ GBX 650 | Buy |
| BMO Capital Markets | Lowers Target | PPL (PPL) | $35.71 | $40.00 ➝ $39.00 | Outperform ➝ Outperform |
| BTIG Research | Reiterates | PVH (PVH) | $77.77 | $100.00 | Buy ➝ Buy |
| Bank of America | Lowers Target | PVH (PVH) | $77.77 | $103.00 ➝ $90.00 | Neutral ➝ Neutral |
| Wells Fargo & Company | Raises Target | Ryder System (R) | $268.07 | $260.00 ➝ $290.00 | Overweight ➝ Overweight |
| Wedbush | Reiterates | Rubrik (RBRK) | $72.79 | $90.00 | Outperform ➝ Outperform |
| Canadian Imperial Bank of Commerce | Raises Target | Rubrik (RBRK) | $72.79 | $110.00 ➝ $115.00 | Outperformer ➝ Outperformer |
| Oppenheimer | Raises Target | Rubrik (RBRK) | $72.79 | $85.00 ➝ $90.00 | Outperform ➝ Outperform |
| BMO Capital Markets | Raises Target | Rubrik (RBRK) | $72.79 | $73.00 ➝ $87.00 | Outperform ➝ Outperform |
| DA Davidson | Raises Target | Rubrik (RBRK) | $72.79 | $70.00 ➝ $90.00 | Buy ➝ Buy |
| Berenberg Bank | Lowers Target | Resolute Mining (RSG) | GBX 60.60 | GBX 109 ➝ GBX 107 | Buy |
| Royal Bank Of Canada | Reiterates | Rentokil Initial (RTO) | GBX 442.40 | GBX 540 ➝ GBX 540 | Outperform |
| UBS Group | Initiates | Champion Homes (SKY) | $75.08 | $93.00 | Buy |
| UBS Group | Reiterates | WH Smith (SMWH) | GBX 511.51 | GBX 600 ➝ GBX 600 | Neutral |
| Truist Financial | Raises Target | Snowflake (SNOW) | $237.98 | $275.00 ➝ $300.00 | Buy ➝ Buy |
| BMO Capital Markets | Raises Target | Solstice Advanced Mat (SOLS) | $81.47 | $92.00 ➝ $101.00 | Outperform ➝ Outperform |
| Citigroup | Upgrades | Shutterstock (SSTK) | $13.02 | $7.00 | Neutral ➝ Buy |
| Royal Bank Of Canada | Lowers Target | Sun Communities (SUI) | $123.05 | $151.00 ➝ $149.00 | Outperform ➝ Outperform |
| HC Wainwright | Initiates | Talphera (TLPH) | $0.78 | $3.00 | Buy |
| DA Davidson | Reiterates | Trex (TREX) | $39.55 | $51.00 | Buy ➝ Buy |
| Erste Group Bank | Upgrades | Tesla (TSLA) | $395.19 | | Sell ➝ Hold |
| JPMorgan Chase & Co. | Upgrades | Tesla (TSLA) | $395.19 | $145.00 ➝ $475.00 | Underweight ➝ Neutral |
| BTIG Research | Raises Target | ServiceTitan (TTAN) | $77.30 | $90.00 ➝ $110.00 | Buy ➝ Buy |
| Piper Sandler | Raises Target | ServiceTitan (TTAN) | $77.30 | $100.00 ➝ $115.00 | Overweight ➝ Overweight |
| BMO Capital Markets | Raises Target | ServiceTitan (TTAN) | $77.30 | $92.00 ➝ $103.00 | Outperform ➝ Outperform |
| TD Cowen | Raises Target | ServiceTitan (TTAN) | $77.30 | $110.00 ➝ $125.00 | Buy ➝ Buy |
| Robert W. Baird | Lowers Target | Toro (TTC) | $85.62 | $105.00 ➝ $100.00 | Neutral ➝ Neutral |
| Wells Fargo & Company | Raises Target | Werner Enterprises (WERN) | $43.83 | $39.00 ➝ $46.00 | Equal Weight ➝ Equal Weight |
| UBS Group | Reiterates | Wizz Air (WIZZ) | GBX 1,052 | £143 ➝ £143 | Buy |
| Keefe, Bruyette & Woods | Lowers Target | Wealthfront (WLTH) | $9.64 | $12.00 ➝ $11.00 | Market Perform ➝ Market Perform |
| JPMorgan Chase & Co. | Lowers Target | Wealthfront (WLTH) | $9.64 | $13.00 ➝ $12.00 | Overweight ➝ Overweight |
| Erste Group Bank | Downgrades | Walmart (WMT) | $120.21 | | Buy ➝ Hold |
| JPMorgan Chase & Co. | Lowers Target | Yesway (YSWY) | $21.74 | $29.00 ➝ $25.00 | Neutral ➝ Neutral |
