| Piper Sandler | Reiterates | AbbVie (ABBV) | $234.76 | $298.00 | Overweight ➝ Overweight |
| Bank of America | Raises Target | Axcelis Technologies (ACLS) | $172.80 | $130.00 ➝ $156.00 | Underperform ➝ Underperform |
| DA Davidson | Lowers Target | Accenture (ACN) | $126.45 | $275.00 ➝ $175.00 | Buy ➝ Buy |
| Mizuho | Lowers Target | Accenture (ACN) | $126.45 | $280.00 ➝ $226.00 | Outperform ➝ Outperform |
| Bank of America | Raises Target | Advanced Energy Industries (AEIS) | $367.91 | $430.00 ➝ $450.00 | Buy ➝ Buy |
| Bank of America | Raises Target | Astera Labs (ALAB) | $402.64 | $240.00 ➝ $450.00 | Neutral ➝ Neutral |
| Citigroup | Lowers Target | Ally Financial (ALLY) | $45.37 | $70.00 ➝ $58.00 | Buy ➝ Buy |
| Bank of America | Raises Target | Applied Materials (AMAT) | $589.21 | $540.00 ➝ $720.00 | Buy ➝ Buy |
| Citizens Jmp | Reiterates | AMN Healthcare Services (AMN) | $31.15 | $36.00 | Market Outperform ➝ Market Outperform |
| Citigroup | Reiterates | Apogee Therapeutics (APGE) | $132.88 | $125.00 ➝ $135.00 | Buy ➝ Neutral |
| Bank of America | Raises Target | ARM (ARM) | $371.86 | $335.00 ➝ $460.00 | Neutral ➝ Neutral |
| BTIG Research | Lowers Target | AeroVironment (AVAV) | $151.71 | $330.00 ➝ $205.00 | Buy ➝ Buy |
| Jefferies Financial Group | Raises Target | British American Tobacco (BATS) | GBX 4,585 | GBX 5,200 ➝ GBX 5,500 | Buy |
| Wedbush | Raises Target | Bed Bath & Beyond (BBBY) | $6.22 | $8.00 ➝ $10.00 | Outperform ➝ Outperform |
| BNP Paribas Exane | Raises Target | BlackRock (BLK) | $1,018.78 | $1,300.00 ➝ $1,350.00 | Outperform ➝ Outperform |
| Craig Hallum | Upgrades | Backblaze (BLZE) | $11.25 | $6.50 ➝ $16.00 | Hold ➝ Buy |
| Citigroup | Raises Target | Bank of New York Mellon (BNY) | $147.67 | $136.00 ➝ $167.00 | Neutral ➝ Neutral |
| Jefferies Financial Group | Reiterates | Bunzl (BNZL) | GBX 2,581.02 | GBX 1,900 ➝ GBX 1,900 | Underperform |
| Craig Hallum | Reiterates | Boost Run (BRUN) | $35.24 | $45.00 | Buy ➝ Buy |
| Deutsche Bank Aktiengesellschaft | Lowers Target | Barratt Redrow (BTRW) | GBX 263.50 | GBX 454 ➝ GBX 366 | Buy |
| BMO Capital Markets | Raises Target | Baldwin Insurance Group (BWIN) | $25.02 | $23.00 ➝ $25.00 | Market Perform ➝ Market Perform |
| JPMorgan Chase & Co. | Raises Target | Avis Budget Group (CAR) | $193.01 | $155.00 ➝ $170.00 | Underweight ➝ Underweight |
| The Goldman Sachs Group | Lowers Target | CF Industries (CF) | $103.11 | $133.00 ➝ $115.00 | Neutral ➝ Neutral |
| Needham & Company LLC | Reiterates | Ciena (CIEN) | $456.99 | $600.00 | Buy ➝ Buy |
| Royal Bank Of Canada | Initiates | Centene (CNC) | $63.64 | $70.00 | Sector Perform |
| Bank of America | Raises Target | Canadian National Railway (CNI) | $115.19 | $132.00 ➝ $134.00 | Buy ➝ Buy |
| Mizuho | Lowers Target | Corbus Pharmaceuticals (CRBP) | $8.53 | $44.00 ➝ $34.00 | Outperform ➝ Outperform |
| Bank of America | Raises Target | Credo Technology Group (CRDO) | $270.66 | $252.00 ➝ $340.00 | Buy ➝ Buy |
| DA Davidson | Reiterates | Criteo (CRTO) | $17.11 | $24.00 | Buy ➝ Buy |
| Barclays | Lowers Target | Dominion Energy (D) | $68.55 | $70.00 ➝ $69.00 | Overweight ➝ Overweight |
| TD Cowen | Lowers Target | Darling Ingredients (DAR) | $52.90 | $76.00 ➝ $70.00 | Buy ➝ Buy |
| Guggenheim | Reiterates | DoorDash (DASH) | $174.98 | $255.00 | Buy ➝ Buy |
| Arete Research | Raises Target | Datadog (DDOG) | $223.19 | $260.00 ➝ $340.00 | Buy ➝ Buy |
| Morgan Stanley | Raises Target | Dell Technologies (DELL) | $431.75 | $448.00 ➝ $477.00 | |
| Needham & Company LLC | Raises Target | Definium Therapeutics (DFTX) | $38.43 | $38.00 ➝ $50.00 | Buy ➝ Buy |
| Robert W. Baird | Raises Target | Definium Therapeutics (DFTX) | $38.43 | $37.00 ➝ $57.00 | Outperform ➝ Outperform |
| Robert W. Baird | Lowers Target | Domino's Pizza (DPZ) | $285.70 | $400.00 ➝ $350.00 | Outperform ➝ Outperform |
| BTIG Research | Lowers Target | Domino's Pizza (DPZ) | $285.70 | $450.00 ➝ $425.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Lowers Target | Domino's Pizza (DPZ) | $285.70 | $430.00 ➝ $380.00 | Overweight ➝ Overweight |
| TD Cowen | Reiterates | Domino's Pizza (DPZ) | $285.70 | $350.00 | Hold ➝ Hold |
| Evercore | Downgrades | Darden Restaurants (DRI) | $212.82 | $230.00 | Outperform ➝ In-Line |
| Deutsche Bank Aktiengesellschaft | Reiterates | discoverIE Group (DSCV) | GBX 696 | GBX 870 ➝ GBX 870 | Buy |
| Deutsche Bank Aktiengesellschaft | Initiates | DexCom (DXCM) | $69.35 | $86.00 | Buy ➝ Buy |
| HC Wainwright | Reiterates | Enanta Pharmaceuticals (ENTA) | $13.85 | $20.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Lowers Target | EQT (EQT) | $51.54 | $72.00 ➝ $68.00 | Overweight ➝ Overweight |
| Cantor Fitzgerald | Initiates | Factorial Energy (FAC) | $13.05 | $18.00 | Overweight |
| Robert W. Baird | Raises Target | Fervo Energy (FRVO) | $34.55 | $47.00 ➝ $50.00 | Outperform ➝ Outperform |
| Berenberg Bank | Raises Target | Filtronic (FTC) | GBX 340 | GBX 360 ➝ GBX 440 | Buy |
| HC Wainwright | Reiterates | Galectin Therapeutics (GALT) | $3.54 | $11.00 | Buy ➝ Buy |
| Morgan Stanley | Upgrades | GEA Group Aktiengesellschaft (GEAGY) | $40.59 | | Underweight ➝ Equal Weight |
| Northland Securities | Raises Target | Graham (GHM) | $110.50 | $111.00 ➝ $135.00 | Outperform ➝ Outperform |
| HC Wainwright | Reiterates | Genmab A/S (GMAB) | $26.09 | $38.00 | Buy ➝ Buy |
| Barclays | Lowers Target | W.W. Grainger (GWW) | $1,333.30 | $1,171.00 ➝ $1,166.00 | Underweight ➝ Underweight |
| Royal Bank Of Canada | Lowers Target | HawkEye 360 (HAWK) | $22.43 | $40.00 ➝ $33.00 | Outperform ➝ Outperform |
| HSBC | Downgrades | Hermes International (HESAY) | $183.05 | | Buy ➝ Hold |
| JPMorgan Chase & Co. | Upgrades | International Business Machines (IBM) | $265.86 | $270.00 ➝ $291.00 | Neutral ➝ Overweight |
| Berenberg Bank | Reiterates | Inchcape (INCH) | GBX 802 | GBX 1,170 ➝ GBX 1,170 | Buy |
| Evercore | Downgrades | Inspire Medical Systems (INSP) | $41.52 | $40.00 | Outperform ➝ In-Line |
| Bank of America | Raises Target | Intel (INTC) | $133.55 | $135.00 ➝ $160.00 | Buy ➝ Buy |
| UBS Group | Raises Target | JetBlue Airways (JBLU) | $5.61 | $4.00 ➝ $4.50 | Sell ➝ Sell |
| Royal Bank Of Canada | Reiterates | JD Sports Fashion (JD) | GBX 82.66 | GBX 100 ➝ GBX 100 | Outperform |
| Daiwa Securities Group | Reiterates | JD.com (JD) | $26.27 | $27.00 | Buy ➝ Hold |
| TD Cowen | Reiterates | KeyCorp (KEY) | $22.97 | $68.00 | Buy ➝ Buy |
| Bank of America | Raises Target | KLA (KLAC) | $245.77 | $210.00 ➝ $317.00 | Buy ➝ Buy |
| BMO Capital Markets | Raises Target | Klarna Group (KLAR) | $17.95 | $17.00 ➝ $19.00 | Market Perform ➝ Market Perform |
| The Goldman Sachs Group | Raises Target | Knight-Swift Transportation (KNX) | $75.00 | $65.00 ➝ $86.00 | Buy ➝ Buy |
| Kepler Capital Markets | Upgrades | Kone Oyj (KNYJY) | $28.14 | | Hold ➝ Buy |
| Citigroup | Lowers Target | Kroger (KR) | $57.29 | $71.00 ➝ $61.00 | Neutral ➝ Neutral |
| Benchmark | Lowers Target | LCI Industries (LCII) | $92.86 | $150.00 ➝ $125.00 | Buy ➝ Buy |
| Jefferies Financial Group | Initiates | Louisiana-Pacific (LPX) | $74.73 | $93.00 | Buy |
| Bank of America | Raises Target | Lam Research (LRCX) | $372.96 | $330.00 ➝ $480.00 | Buy ➝ Buy |
| UBS Group | Raises Target | Southwest Airlines (LUV) | $49.73 | $53.00 ➝ $61.00 | Buy ➝ Buy |
| Berenberg Bank | Reiterates | Mortgage Advice Bureau (MAB1) | GBX 516 | GBX 1,150 ➝ GBX 1,150 | Buy |
| TD Cowen | Lowers Target | MediaAlpha (MAX) | $10.51 | $13.00 ➝ $11.00 | Hold ➝ Hold |
| Bank of America | Raises Target | MKS (MKSI) | $389.43 | $380.00 ➝ $500.00 | Buy ➝ Buy |
| Morgan Stanley | Initiates | Moncler (MONRY) | $58.03 | | Equal Weight |
| Craig Hallum | Lowers Target | Maplight Therapeutics (MPLT) | $30.10 | $43.00 ➝ $40.00 | Buy ➝ Buy |
| Bank of America | Raises Target | Marvell Technology (MRVL) | $280.91 | $240.00 ➝ $365.00 | Buy ➝ Buy |
| Susquehanna | Raises Target | Madison Square Garden (MSGS) | $366.08 | $429.00 ➝ $430.00 | Positive ➝ Positive |
| Royal Bank Of Canada | Raises Target | M&T Bank (MTB) | $229.72 | $225.00 ➝ $230.00 | Outperform ➝ Outperform |
| Bank of America | Raises Target | Micron Technology (MU) | $1,079.11 | $950.00 ➝ $1,500.00 | Buy ➝ Buy |
| Jefferies Financial Group | Reiterates | NextEnergy Solar Fund (NESF) | GBX 44.85 | | Underperform |
| Berenberg Bank | Reiterates | Netcall (NET) | GBX 118 | GBX 165 ➝ GBX 165 | Buy |
| TD Cowen | Initiates | Nkarta (NKTX) | $3.14 | | Buy |
| Shore Capital Group | Reiterates | NewRiver REIT (NRR) | GBX 74.10 | | House Stock |
| HC Wainwright | Reiterates | Oruka Therapeutics (ORKA) | $86.39 | $120.00 | Buy ➝ Buy |
| Cantor Fitzgerald | Reiterates | Prosperity Bancshares (PB) | $72.08 | $80.00 | Overweight ➝ Overweight |
| Daiwa Securities Group | Reiterates | PDD (PDD) | $76.24 | $80.00 | Buy ➝ Hold |
| Jefferies Financial Group | Reiterates | Plus500 (PLUS) | GBX 4,802 | GBX 5,100 ➝ GBX 5,100 | Buy |
| Deutsche Bank Aktiengesellschaft | Initiates | Insulet (PODD) | $144.26 | $190.00 | Buy |
| KeyCorp | Reiterates | Primoris Services (PRIM) | $83.82 | | Overweight ➝ Sector Weight |
| Guggenheim | Reiterates | Primoris Services (PRIM) | $83.82 | $162.00 | Buy ➝ Buy |
| Mizuho | Lowers Target | Primoris Services (PRIM) | $83.82 | $135.00 ➝ $117.00 | Outperform ➝ Outperform |
| Wells Fargo & Company | Lowers Target | Primoris Services (PRIM) | $83.82 | $118.00 ➝ $85.00 | Equal Weight ➝ Equal Weight |
| Evercore | Raises Target | Public Storage (PSA) | $323.67 | $317.00 ➝ $318.00 | |
| Citigroup | Lowers Target | Persimmon (PSN) | GBX 1,029 | £161.50 ➝ £128 | Buy |
| Bank of America | Raises Target | Qualcomm (QCOM) | $202.61 | $165.00 ➝ $195.00 | Underperform ➝ Underperform |
| Shore Capital Group | Reiterates | Regent Gas Group (RGG) | GBX 30.33 | | House Stock |
| Wells Fargo & Company | Downgrades | Ross Stores (ROST) | $231.12 | $245.00 | Overweight ➝ Equal Weight |
| Jefferies Financial Group | Reiterates | Severfield (SFR) | GBX 27.75 | GBX 40 ➝ GBX 40 | Buy |
| Zelman & Associates | Initiates | Somnigroup International (SGI) | $74.04 | $99.00 | Outperform |
| Morgan Stanley | Upgrades | Sonova (SONVY) | $47.59 | | Underweight ➝ Equal Weight |
| Truist Financial | Raises Target | Simon Property Group (SPG) | $216.65 | $196.00 ➝ $215.00 | Hold ➝ Hold |
| Deutsche Bank Aktiengesellschaft | Initiates | Smurfit Westrock (SW) | $45.11 | $57.00 | Hold ➝ Buy |
| Royal Bank Of Canada | Raises Target | Skyworks Solutions (SWKS) | $72.92 | $72.00 ➝ $80.00 | Sector Perform ➝ Sector Perform |
| Deutsche Bank Aktiengesellschaft | Raises Target | Spyre Therapeutics (SYRE) | $99.19 | $115.00 ➝ $135.00 | Buy ➝ Buy |
| Needham & Company LLC | Reiterates | TScan Therapeutics (TCRX) | $0.94 | $6.00 | Buy ➝ Buy |
| Wedbush | Reiterates | TScan Therapeutics (TCRX) | $0.94 | $5.00 | Outperform ➝ Outperform |
| Barclays | Downgrades | Telenor ASA (TELNY) | $14.50 | | Equal Weight ➝ Underweight |
| Bank of America | Raises Target | Teradyne (TER) | $425.01 | $365.00 ➝ $525.00 | Buy ➝ Buy |
| Robert W. Baird | Raises Target | Teradyne (TER) | $425.01 | $350.00 ➝ $446.00 | Outperform ➝ Outperform |
| Deutsche Bank Aktiengesellschaft | Initiates | Tandem Diabetes Care (TNDM) | $14.41 | $15.50 | Buy ➝ Hold |
| Deutsche Bank Aktiengesellschaft | Raises Target | Tesco (TSCO) | GBX 444.80 | GBX 500 ➝ GBX 525 | Buy |
| Citizens Jmp | Raises Target | Taysha Gene Therapies (TSHA) | $7.04 | $8.00 ➝ $11.00 | Market Outperform ➝ Market Outperform |
| Bank of America | Raises Target | Take-Two Interactive Software (TTWO) | $244.42 | $320.00 ➝ $368.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Lowers Target | Tyler Technologies (TYL) | $277.68 | $650.00 ➝ $525.00 | Overweight ➝ Overweight |
| Needham & Company LLC | Raises Target | Varonis Systems (VRNS) | $36.13 | $36.00 ➝ $40.00 | Buy ➝ Buy |
| Jefferies Financial Group | Lowers Target | Verastem (VSTM) | $4.26 | $15.00 ➝ $8.00 | Buy ➝ Buy |
| Stephens | Reiterates | Wendy's (WEN) | $6.28 | $8.00 | Equal Weight ➝ Equal Weight |
| The Goldman Sachs Group | Raises Target | Werner Enterprises (WERN) | $41.17 | $43.00 ➝ $48.00 | Buy ➝ Buy |
| Benchmark | Lowers Target | Winnebago Industries (WGO) | $28.39 | $48.00 ➝ $40.00 | Buy ➝ Buy |
| Roth Mkm | Lowers Target | Winnebago Industries (WGO) | $28.39 | $38.00 ➝ $32.00 | Neutral ➝ Neutral |
| Morgan Stanley | Upgrades | Demant A/S (WILYY) | $19.25 | | Equal Weight ➝ Overweight |
| Royal Bank Of Canada | Lowers Target | Wingstop (WING) | $152.53 | $250.00 ➝ $225.00 | Outperform ➝ Outperform |
| Deutsche Bank Aktiengesellschaft | Lowers Target | Workspace Group (WKP) | GBX 328.91 | GBX 480 ➝ GBX 400 | Hold |
| Mizuho | Lowers Target | Xcel Energy (XEL) | $79.66 | $94.00 ➝ $91.00 | Outperform ➝ Outperform |
| Canaccord Genuity Group | Raises Target | YETI (YETI) | $48.32 | $42.00 ➝ $45.00 | Hold ➝ Hold |
| Robert W. Baird | Reiterates | Zions Bancorporation, N.A. (ZION) | $67.91 | $68.00 | Outperform ➝ Neutral |
| HC Wainwright | Reiterates | Zevra Therapeutics (ZVRA) | $12.91 | $26.00 | Buy ➝ Buy |
