| Robert W. Baird | Raises Target | Analog Devices (ADI) | $382.99 | $365.00 ➝ $450.00 | Outperform ➝ Outperform |
| Needham & Company LLC | Raises Target | Analog Devices (ADI) | $382.99 | $400.00 ➝ $440.00 | Buy ➝ Buy |
| KeyCorp | Lowers Target | Autodesk (ADSK) | $239.80 | $365.00 ➝ $341.00 | Overweight ➝ Overweight |
| JPMorgan Chase & Co. | Upgrades | Ameren (AEE) | $109.93 | $120.00 ➝ $126.00 | Neutral ➝ Overweight |
| Morgan Stanley | Lowers Target | American Electric Power (AEP) | $129.46 | $136.00 ➝ $129.00 | Overweight ➝ Overweight |
| Morgan Stanley | Raises Target | Aflac (AFL) | $117.95 | $120.00 ➝ $125.00 | Equal Weight ➝ Equal Weight |
| Morgan Stanley | Lowers Target | Arthur J. Gallagher & Co. (AJG) | $205.54 | $265.00 ➝ $240.00 | Overweight ➝ Overweight |
| Morgan Stanley | Raises Target | APA (APA) | $39.26 | $43.00 ➝ $44.00 | Underweight ➝ Underweight |
| Citizens Jmp | Raises Target | Applied Digital (APLD) | $46.35 | $60.00 | Market Outperform ➝ Market Outperform |
| Needham & Company LLC | Raises Target | Applied Digital (APLD) | $46.35 | $66.00 | Buy ➝ Buy |
| Morgan Stanley | Raises Target | Accelerant (ARX) | $16.57 | $15.00 ➝ $16.00 | Equal Weight ➝ Equal Weight |
| Needham & Company LLC | Reiterates | AEVEX (AVEX) | $25.27 | $45.00 | Buy ➝ Buy |
| Deutsche Bank Aktiengesellschaft | Reiterates | Astrazeneca (AZN) | $188.24 | | Sell |
| Deutsche Bank Aktiengesellschaft | Reiterates | AstraZeneca (AZN) | £139.82 | £115 ➝ £115 | Sell |
| Hovde Group | Raises Target | Bank First National (BFC) | $140.89 | $160.00 ➝ $165.00 | Outperform |
| Capital One Financial | Raises Target | Baker Hughes (BKR) | $66.05 | $66.00 ➝ $71.00 | Overweight ➝ Overweight |
| Jefferies Financial Group | Reiterates | British Land (BLND) | GBX 388 | GBX 305 ➝ GBX 305 | Underperform |
| Canaccord Genuity Group | Reiterates | Braemar (BMS) | GBX 238.63 | GBX 320 ➝ GBX 320 | Buy |
| Jefferies Financial Group | Reiterates | Henry Boot (BOOT) | GBX 162.13 | GBX 226 ➝ GBX 226 | Buy |
| Berenberg Bank | Lowers Target | Henry Boot (BOOT) | GBX 162.13 | GBX 230 ➝ GBX 219 | Buy |
| Morgan Stanley | Raises Target | Bowhead Specialty (BOW) | $28.14 | $27.00 ➝ $28.00 | Equal Weight ➝ Equal Weight |
| Jefferies Financial Group | Reiterates | BP (BP) | GBX 563.70 | | Neutral |
| Citizens Jmp | Initiates | Brown & Brown (BRO) | $57.80 | $70.00 | Market Outperform |
| Morgan Stanley | Lowers Target | Brown & Brown (BRO) | $57.80 | $65.00 ➝ $60.00 | Equal Weight ➝ Equal Weight |
| Shore Capital Group | Reiterates | BTG (BTG) | GBX 120.50 | | House Stock |
| Canaccord Genuity Group | Raises Target | BTG (BTG) | GBX 120.50 | GBX 160 ➝ GBX 165 | Buy |
| DZ Bank | Reiterates | Anheuser-Busch InBev SA/NV (BUD) | $83.01 | | Buy |
| BNP Paribas Exane | Lowers Target | Conagra Brands (CAG) | $13.20 | $16.00 ➝ $14.00 | Neutral ➝ Neutral |
| Bank of America | Raises Target | Centene (CNC) | $57.93 | $60.00 ➝ $72.00 | Buy ➝ Buy |
| Deutsche Bank Aktiengesellschaft | Reiterates | Coats Group (COA) | GBX 81.10 | GBX 115 ➝ GBX 115 | Buy |
| Jefferies Financial Group | Reiterates | Coats Group (COA) | GBX 81.10 | GBX 125 ➝ GBX 125 | Buy |
| Morgan Stanley | Raises Target | ConocoPhillips (COP) | $122.46 | $149.00 ➝ $153.00 | Overweight ➝ Overweight |
| William Blair | Initiates | Dynatrace (DT) | $38.94 | | Outperform |
| Morgan Stanley | Lowers Target | Duke Energy (DUK) | $124.48 | $141.00 ➝ $132.00 | |
| Morgan Stanley | Raises Target | Devon Energy (DVN) | $47.85 | $59.00 ➝ $66.00 | Overweight ➝ Overweight |
| Morgan Stanley | Raises Target | Everest Group (EG) | $357.94 | $340.00 ➝ $355.00 | Equal Weight ➝ Equal Weight |
| Bank of America | Lowers Target | e.l.f. Beauty (ELF) | $51.64 | $93.00 ➝ $85.00 | Buy ➝ Buy |
| Jefferies Financial Group | Reiterates | Energean (ENOG) | GBX 871.50 | GBX 680 ➝ GBX 680 | Underperform |
| Morgan Stanley | Raises Target | EOG Resources (EOG) | $142.49 | $155.00 ➝ $160.00 | |
| Stifel Nicolaus | Initiates | Eupraxia Pharmaceuticals (EPRX) | $6.88 | $25.00 | Buy |
| Deutsche Bank Aktiengesellschaft | Reiterates | Essentra (ESNT) | GBX 84.50 | GBX 100 ➝ GBX 100 | Hold |
| Argus | Upgrades | Etsy (ETSY) | $60.49 | $67.00 | Hold ➝ Buy |
| Royal Bank Of Canada | Reiterates | Experian (EXPN) | GBX 2,652 | GBX 4,000 ➝ GBX 4,000 | Outperform |
| Jefferies Financial Group | Reiterates | Experian (EXPN) | GBX 2,652 | GBX 4,600 ➝ GBX 4,600 | Buy |
| Deutsche Bank Aktiengesellschaft | Lowers Target | Experian (EXPN) | GBX 2,652 | GBX 4,550 ➝ GBX 4,000 | Buy |
| UBS Group | Raises Target | Freeport-McMoRan (FCX) | $61.22 | $74.00 ➝ $75.00 | Buy ➝ Buy |
| Shore Capital Group | Reiterates | FDM Group (FDM) | GBX 112.10 | | House Stock |
| Citigroup | Initiates | FedEx (FDX) | $383.36 | $443.00 | Buy |
| JPMorgan Chase & Co. | Upgrades | Flywire (FLYW) | $16.08 | $14.00 ➝ $16.00 | Underweight ➝ Neutral |
| Guggenheim | Raises Target | First Solar (FSLR) | $241.22 | $269.00 ➝ $279.00 | Buy |
| TD Cowen | Lowers Target | GDS (GDS) | $34.71 | $37.00 ➝ $36.00 | Buy ➝ Buy |
| BTIG Research | Reiterates | Galaxy Digital (GLXY) | $28.57 | $50.00 | Buy ➝ Buy |
| Rosenblatt Securities | Reiterates | Alphabet (GOOGL) | $389.15 | $393.00 | Neutral ➝ Neutral |
| Berenberg Bank | Reiterates | Great Portland Estates (GPE) | GBX 308 | GBX 377 ➝ GBX 377 | Hold |
| Jefferies Financial Group | Reiterates | Great Portland Estates (GPE) | GBX 308 | GBX 323 ➝ GBX 323 | Hold |
| Jefferies Financial Group | Downgrades | ZoomInfo Technologies (GTM) | $3.49 | $12.00 ➝ $4.00 | Buy ➝ Hold |
| BWS Financial | Raises Target | Garrett Motion (GTX) | $32.57 | $32.00 ➝ $42.00 | Buy ➝ Buy |
| Citigroup | Lowers Target | Hasbro (HAS) | $89.66 | $118.00 ➝ $114.00 | Buy ➝ Buy |
| BNP Paribas Exane | Raises Target | Hasbro (HAS) | $89.66 | $115.00 ➝ $117.00 | Outperform ➝ Outperform |
| Jefferies Financial Group | Reiterates | Hays (HAS) | GBX 31.92 | GBX 28 ➝ GBX 28 | Underperform |
| Argus | Lowers Target | Home Depot (HD) | $308.66 | $425.00 ➝ $400.00 | Buy ➝ Buy |
| Morgan Stanley | Raises Target | Hamilton Insurance Group (HG) | $31.92 | $31.00 ➝ $33.00 | Equal Weight ➝ Equal Weight |
| Rothschild & Co Redburn | Lowers Target | Honeywell International (HON) | $224.09 | $235.00 ➝ $225.00 | Neutral ➝ Neutral |
| Morgan Stanley | Raises Target | Hewlett Packard Enterprise (HPE) | $33.13 | $25.00 ➝ $33.00 | Equal Weight ➝ Equal Weight |
| BTIG Research | Reiterates | ImmunityBio (IBRX) | $7.43 | $12.00 | Buy ➝ Buy |
| Canaccord Genuity Group | Raises Target | Invinity Energy Systems (IES) | GBX 31.50 | GBX 33 ➝ GBX 35 | Buy |
| Deutsche Bank Aktiengesellschaft | Reiterates | IntegraFin (IHP) | GBX 341 | GBX 450 ➝ GBX 450 | Buy |
| BNP Paribas Exane | Lowers Target | Intuit (INTU) | $307.63 | $463.00 ➝ $315.00 | Neutral ➝ Neutral |
| Deutsche Bank Aktiengesellschaft | Lowers Target | Intuit (INTU) | $307.63 | $600.00 ➝ $530.00 | Buy |
| Northcoast Research | Lowers Target | Intuit (INTU) | $307.63 | $575.00 ➝ $465.00 | Buy ➝ Buy |
| BMO Capital Markets | Lowers Target | Intuit (INTU) | $307.63 | $550.00 ➝ $412.00 | Outperform ➝ Outperform |
| Oppenheimer | Lowers Target | Intuit (INTU) | $307.63 | $558.00 ➝ $406.00 | Outperform ➝ Outperform |
| UBS Group | Lowers Target | Intuit (INTU) | $307.63 | $440.00 ➝ $360.00 | Neutral ➝ Neutral |
| Citigroup | Lowers Target | Intuit (INTU) | $307.63 | $649.00 ➝ $591.00 | Buy |
| Wells Fargo & Company | Lowers Target | Intuit (INTU) | $307.63 | $425.00 ➝ $360.00 | Equal Weight |
| Leerink Partners | Initiates | Opus Genetics (IRD) | $4.37 | $10.00 | Outperform |
| Deutsche Bank Aktiengesellschaft | Reiterates | Knights Group (KGH) | GBX 194.50 | GBX 210 ➝ GBX 210 | Buy |
| Morgan Stanley | Lowers Target | Kinsale Capital Group (KNSL) | $311.38 | $350.00 ➝ $330.00 | Equal Weight ➝ Equal Weight |
| Ascendiant Capital Markets | Raises Target | LiqTech International (LIQT) | $1.89 | $4.30 ➝ $4.40 | Buy ➝ Buy |
| Morgan Stanley | Lowers Target | Lemonade (LMND) | $56.71 | $80.00 ➝ $75.00 | Overweight ➝ Overweight |
| Berenberg Bank | Reiterates | LondonMetric Property (LMP) | GBX 187.60 | GBX 282 ➝ GBX 282 | Buy |
| Morgan Stanley | Lowers Target | Lincoln National (LNC) | $35.52 | $43.00 ➝ $40.00 | Overweight ➝ Overweight |
| BNP Paribas Exane | Lowers Target | Lowe's Companies (LOW) | $215.21 | $228.00 ➝ $202.00 | Underperform ➝ Underperform |
| UBS Group | Lowers Target | Lowe's Companies (LOW) | $215.21 | $315.00 ➝ $285.00 | Buy ➝ Buy |
| Morgan Stanley | Lowers Target | Lowe's Companies (LOW) | $215.21 | $292.00 ➝ $277.00 | Overweight ➝ Overweight |
| Mizuho | Lowers Target | Lowe's Companies (LOW) | $215.21 | $294.00 ➝ $280.00 | Outperform ➝ Outperform |
| Jefferies Financial Group | Lowers Target | Lowe's Companies (LOW) | $215.21 | $305.00 ➝ $278.00 | Buy |
| Gordon Haskett | Lowers Target | Lowe's Companies (LOW) | $215.21 | $280.00 ➝ $250.00 | Buy ➝ Buy |
| The Goldman Sachs Group | Lowers Target | Lowe's Companies (LOW) | $215.21 | $300.00 ➝ $293.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Lowers Target | Lowe's Companies (LOW) | $215.21 | $325.00 ➝ $279.00 | Overweight ➝ Overweight |
| HSBC | Lowers Target | Lowe's Companies (LOW) | $215.21 | $260.00 ➝ $220.00 | Hold ➝ Hold |
| TD Cowen | Lowers Target | Lowe's Companies (LOW) | $215.21 | $280.00 ➝ $235.00 | Hold ➝ Hold |
| Evercore | Lowers Target | Lowe's Companies (LOW) | $215.21 | $250.00 ➝ $230.00 | |
| Telsey Advisory Group | Lowers Target | Lowe's Companies (LOW) | $215.21 | $295.00 ➝ $280.00 | Outperform |
| Robert W. Baird | Lowers Target | Lowe's Companies (LOW) | $215.21 | $320.00 ➝ $270.00 | Outperform ➝ Outperform |
| KeyCorp | Lowers Target | Lowe's Companies (LOW) | $215.21 | $300.00 ➝ $275.00 | Overweight ➝ Overweight |
| Bank of America | Lowers Target | Lowe's Companies (LOW) | $215.21 | $260.00 ➝ $257.00 | Neutral ➝ Neutral |
| Piper Sandler | Lowers Target | Lowe's Companies (LOW) | $215.21 | $300.00 ➝ $276.00 | Overweight ➝ Overweight |
| Barrington Research | Reiterates | Liquidity Services (LQDT) | $33.91 | $44.00 | Outperform ➝ Outperform |
| Sanford C. Bernstein | Raises Target | Lam Research (LRCX) | $298.53 | $325.00 ➝ $340.00 | Outperform |
| Jefferies Financial Group | Reiterates | Mitchells & Butlers (MAB) | GBX 235.55 | GBX 355 ➝ GBX 355 | Buy |
| Canaccord Genuity Group | Reiterates | Michelmersh Brick (MBH) | GBX 74.26 | GBX 130 ➝ GBX 130 | Buy |
| Berenberg Bank | Downgrades | Mobileye Global (MBLY) | $9.67 | $10.80 | Buy ➝ Hold |
| Berenberg Bank | Raises Target | Marks and Spencer Group (MKS) | GBX 349.30 | GBX 415 ➝ GBX 480 | Buy |
| Jefferies Financial Group | Reiterates | Marks and Spencer Group (MKS) | GBX 349.30 | GBX 440 ➝ GBX 440 | Buy |
| Deutsche Bank Aktiengesellschaft | Reiterates | Marks and Spencer Group (MKS) | GBX 349.30 | GBX 435 ➝ GBX 435 | Buy |
| BMO Capital Markets | Lowers Target | Mosaic (MOS) | $21.73 | $35.00 ➝ $31.00 | Outperform |
| Craig Hallum | Initiates | Maplight Therapeutics (MPLT) | $27.64 | $43.00 | Buy |
| Citic Securities | Lowers Target | ServiceNow (NOW) | $99.79 | $168.00 ➝ $140.00 | Buy ➝ Buy |
| Morgan Stanley | Raises Target | Neptune Insurance (NP) | $26.55 | $26.00 ➝ $29.00 | Equal Weight ➝ Equal Weight |
| Wedbush | Raises Target | NVIDIA (NVDA) | $218.72 | $300.00 ➝ $330.00 | Outperform ➝ Outperform |
| JPMorgan Chase & Co. | Raises Target | NVIDIA (NVDA) | $218.72 | $265.00 ➝ $280.00 | Overweight ➝ Overweight |
| Argus | Raises Target | NVIDIA (NVDA) | $218.72 | $220.00 ➝ $270.00 | Buy ➝ Buy |
| Craig Hallum | Raises Target | NVIDIA (NVDA) | $218.72 | $245.00 ➝ $275.00 | Buy ➝ Buy |
| Truist Financial | Raises Target | NVIDIA (NVDA) | $218.72 | $287.00 ➝ $307.00 | Buy ➝ Buy |
| President Capital | Raises Target | NVIDIA (NVDA) | $218.72 | $280.00 ➝ $295.00 | Buy |
| BNP Paribas Exane | Raises Target | NVIDIA (NVDA) | $218.72 | $270.00 ➝ $285.00 | Outperform ➝ Outperform |
| Rosenblatt Securities | Reiterates | NVIDIA (NVDA) | $218.72 | $325.00 | Buy ➝ Buy |
| UBS Group | Raises Target | NVIDIA (NVDA) | $218.72 | $275.00 ➝ $280.00 | Buy |
| Royal Bank Of Canada | Raises Target | NVIDIA (NVDA) | $218.72 | $250.00 ➝ $270.00 | Outperform |
| Cantor Fitzgerald | Reiterates | NVIDIA (NVDA) | $218.72 | $350.00 ➝ $350.00 | Overweight ➝ Overweight |
| BTIG Research | Raises Target | Okta (OKTA) | $89.50 | $90.00 ➝ $105.00 | Buy ➝ Buy |
| The Goldman Sachs Group | Upgrades | Occidental Petroleum (OXY) | $59.37 | $64.00 | Sell ➝ Neutral |
| Morgan Stanley | Raises Target | Occidental Petroleum (OXY) | $59.37 | $73.00 ➝ $74.00 | |
| Jefferies Financial Group | Reiterates | PageGroup (PAGE) | GBX 116.80 | GBX 125 ➝ GBX 125 | Hold |
| Wells Fargo & Company | Raises Target | Palo Alto Networks (PANW) | $249.73 | $235.00 ➝ $285.00 | Overweight ➝ Overweight |
| Morgan Stanley | Raises Target | Principal Financial Group (PFG) | $103.10 | $95.00 ➝ $107.00 | Equal Weight ➝ Equal Weight |
| Truist Financial | Lowers Target | Alpine Income Property Trust (PINE) | $19.01 | $21.00 ➝ $20.00 | Hold ➝ Hold |
| Rosenblatt Securities | Reiterates | Palantir Technologies (PLTR) | $137.26 | $225.00 | Buy ➝ Buy |
| Morgan Stanley | Raises Target | Primerica (PRI) | $279.02 | $280.00 ➝ $291.00 | Equal Weight ➝ Equal Weight |
| Deutsche Bank Aktiengesellschaft | Raises Target | Playtech (PTEC) | GBX 343.90 | GBX 443 ➝ GBX 460 | Buy |
| Chardan Capital | Reiterates | Palvella Therapeutics (PVLA) | $115.52 | $240.00 | Buy ➝ Buy |
| Stephens | Reiterates | Palvella Therapeutics (PVLA) | $115.52 | $220.00 ➝ $220.00 | Overweight ➝ Overweight |
| BTIG Research | Raises Target | Rapport Therapeutics (RAPP) | $36.02 | $53.00 ➝ $65.00 | Buy ➝ Buy |
| Cantor Fitzgerald | Raises Target | Ultragenyx Pharmaceutical (RARE) | $23.43 | $84.00 ➝ $96.00 | Overweight ➝ Overweight |
| BTIG Research | Raises Target | Rubrik (RBRK) | $65.05 | $64.00 ➝ $76.00 | Buy ➝ Buy |
| Truist Financial | Lowers Target | Rexford Industrial Realty (REXR) | $35.58 | $40.00 ➝ $38.00 | Buy ➝ Buy |
| Citizens Jmp | Upgrades | Regional Management (RM) | $35.07 | $45.00 | Market Perform ➝ Outperform |
| Deutsche Bank Aktiengesellschaft | Reiterates | RS Group (RS1) | GBX 664 | GBX 700 ➝ GBX 700 | Hold |
| Jefferies Financial Group | Reiterates | RS Group (RS1) | GBX 664 | GBX 700 ➝ GBX 700 | Buy |
| Royal Bank Of Canada | Raises Target | RS Group (RS1) | GBX 664 | GBX 770 ➝ GBX 780 | Outperform |
| Morgan Stanley | Lowers Target | Ryan Specialty (RYAN) | $33.22 | $45.00 ➝ $39.00 | Overweight ➝ Overweight |
| Jefferies Financial Group | Reiterates | Sabre Insurance Group (SBRE) | GBX 164.80 | GBX 152 ➝ GBX 152 | Hold |
| Berenberg Bank | Raises Target | Sabre Insurance Group (SBRE) | GBX 164.80 | GBX 185 ➝ GBX 195 | Buy |
| UBS Group | Raises Target | Southern Copper (SCCO) | $175.62 | $140.00 ➝ $145.00 | Sell ➝ Sell |
| Canaccord Genuity Group | Reiterates | The Sage Group (SGE) | GBX 892 | GBX 1,135 ➝ GBX 1,135 | Buy |
| Jefferies Financial Group | Reiterates | Shell (SHEL) | GBX 3,244 | | Buy |
| Jefferies Financial Group | Lowers Target | Smiths Group (SMIN) | GBX 2,492 | GBX 2,900 ➝ GBX 2,750 | Hold |
| Jefferies Financial Group | Reiterates | Scottish Mortgage (SMT) | GBX 1,473 | | Buy |
| Jefferies Financial Group | Reiterates | Smith & Nephew (SN) | GBX 1,145 | GBX 2,760 ➝ GBX 2,760 | Buy |
| Rosenblatt Securities | Reiterates | Snowflake (SNOW) | $163.12 | $275.00 | Buy ➝ Buy |
| Berenberg Bank | Reiterates | SSP Group (SSPG) | GBX 164.20 | GBX 230 ➝ GBX 230 | Buy |
| Needham & Company LLC | Lowers Target | Biosig Technologies (STEX) | $1.06 | $9.00 ➝ $8.00 | Buy ➝ Buy |
| Jefferies Financial Group | Reiterates | Severn Trent (SVT) | GBX 3,100 | GBX 3,220 ➝ GBX 3,220 | Buy |
| Deutsche Bank Aktiengesellschaft | Reiterates | Severn Trent (SVT) | GBX 3,100 | GBX 3,300 ➝ GBX 3,300 | Hold |
| BTIG Research | Reiterates | Tactile Systems Technology (TCMD) | $25.39 | $40.00 | Buy ➝ Buy |
| Robert W. Baird | Raises Target | Target (TGT) | $120.56 | $125.00 ➝ $135.00 | Neutral ➝ Neutral |
| Piper Sandler | Raises Target | Target (TGT) | $120.56 | $121.00 ➝ $127.00 | Neutral ➝ Neutral |
| Telsey Advisory Group | Raises Target | Target (TGT) | $120.56 | $148.00 ➝ $150.00 | Outperform |
| BTIG Research | Raises Target | TJX Companies (TJX) | $157.07 | $185.00 ➝ $190.00 | Buy ➝ Buy |
| Robert W. Baird | Raises Target | TJX Companies (TJX) | $157.07 | $172.00 ➝ $175.00 | Outperform ➝ Outperform |
| Telsey Advisory Group | Raises Target | TJX Companies (TJX) | $157.07 | $175.00 ➝ $185.00 | Outperform ➝ Outperform |
| Jefferies Financial Group | Reiterates | The Renewables Infrastructure Group (TRIG) | GBX 70.80 | | Hold |
| Morgan Stanley | Lowers Target | TWFG (TWFG) | $18.63 | $24.00 ➝ $21.00 | Equal Weight ➝ Equal Weight |
| Morgan Stanley | Raises Target | Unum Group (UNM) | $84.91 | $80.00 ➝ $87.00 | Equal Weight ➝ Equal Weight |
| JPMorgan Chase & Co. | Raises Target | Urban Outfitters (URBN) | $71.71 | $94.00 ➝ $97.00 | Overweight ➝ Overweight |
| Citigroup | Initiates | V.F. (VFC) | $15.93 | $18.00 | Neutral |
| Canaccord Genuity Group | Reiterates | Vulcan Energy Resources (VUL) | GBX 256.44 | GBX 323 ➝ GBX 323 | Buy |
| Benchmark | Raises Target | Zoom Communications (ZM) | $96.95 | $115.00 ➝ $121.00 | Buy ➝ Buy |
