| JPMorgan Chase & Co. | Lowers Target | Associated British Foods (ABF) | GBX 1,843.50 | GBX 1,700 ➝ GBX 1,645 | Neutral |
| Needham & Company LLC | Downgrades | ACV Auctions (ACVA) | $10.42 | | Buy ➝ Hold |
| Barrington Research | Reiterates | ACV Auctions (ACVA) | $10.42 | | Outperform ➝ Underperform |
| JonesTrading | Reiterates | Adamas Trust (ADAM) | $9.09 | $10.00 | Buy ➝ Buy |
| BMO Capital Markets | Raises Target | Adobe (ADBE) | $252.23 | $230.00 ➝ $270.00 | Market Perform ➝ Market Perform |
| Citizens Jmp | Reiterates | Adobe (ADBE) | $252.23 | | Market Perform ➝ Market Perform |
| Royal Bank Of Canada | Reiterates | Adobe (ADBE) | $252.23 | $315.00 | Outperform ➝ Outperform |
| Robert W. Baird | Raises Target | Adobe (ADBE) | $252.23 | $230.00 ➝ $250.00 | Neutral ➝ Neutral |
| BTIG Research | Reiterates | Adobe (ADBE) | $252.23 | | Neutral ➝ Neutral |
| JPMorgan Chase & Co. | Lowers Target | Adobe (ADBE) | $252.23 | $340.00 ➝ $315.00 | Overweight ➝ Overweight |
| Citigroup | Lowers Target | Adobe (ADBE) | $252.23 | $301.00 ➝ $250.00 | Neutral ➝ Neutral |
| BNP Paribas Exane | Raises Target | AMETEK (AME) | $241.97 | $280.00 ➝ $290.00 | Outperform ➝ Outperform |
| BMO Capital Markets | Raises Target | AMN Healthcare Services (AMN) | $33.33 | $38.00 ➝ $40.00 | Outperform ➝ Outperform |
| JPMorgan Chase & Co. | Initiates | Angi (ANGI) | $4.72 | | Underweight |
| Canaccord Genuity Group | Raises Target | Anpario (ANP) | GBX 460 | GBX 570 ➝ GBX 600 | Buy |
| TD Cowen | Reiterates | Artisan Partners Asset Management (APAM) | $38.06 | $37.00 | Hold ➝ Hold |
| JPMorgan Chase & Co. | Reiterates | Atmos Energy (ATO) | $163.27 | $198.00 ➝ $180.00 | Overweight ➝ Neutral |
| Bank of America | Lowers Target | AeroVironment (AVAV) | $146.71 | $225.00 ➝ $185.00 | Buy ➝ Buy |
| KeyCorp | Initiates | Axalta Coating Systems (AXTA) | $34.24 | $47.00 | Sector Weight ➝ Overweight |
| Stifel Nicolaus | Raises Target | Aya Gold & Silver (AYA) | C$38.76 | C$39.00 ➝ C$56.00 | Buy |
| JPMorgan Chase & Co. | Lowers Target | BridgeBio Oncology Therapeutics (BBOT) | $4.95 | $25.00 ➝ $23.00 | Overweight ➝ Overweight |
| TD Cowen | Reiterates | Butterfly Network (BFLY) | $7.33 | $10.00 | Buy ➝ Buy |
| Hovde Group | Initiates | BOK Financial (BOKF) | $135.69 | $143.00 | Market Perform ➝ Market Perform |
| TD Cowen | Lowers Target | Dutch Bros (BROS) | $43.91 | $73.00 ➝ $59.00 | Buy ➝ Buy |
| Desjardins | Set Price Target | Banyan Gold (BYN) | C$1.97 | C$3.00 | Buy |
| BTIG Research | Reiterates | CeriBell (CBLL) | $23.63 | $30.00 | Buy ➝ Buy |
| TD Cowen | Raises Target | Chefs' Warehouse (CHEF) | $110.45 | $123.00 ➝ $131.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Reiterates | Chewy (CHWY) | $20.33 | $29.00 ➝ $24.00 | Overweight ➝ Neutral |
| Bank of America | Raises Target | Clearwater Paper (CLW) | $20.23 | $24.00 ➝ $25.00 | Neutral ➝ Neutral |
| Wells Fargo & Company | Lowers Target | Clorox (CLX) | $87.78 | $102.00 ➝ $90.00 | Equal Weight ➝ Equal Weight |
| Citigroup | Lowers Target | Clorox (CLX) | $87.78 | $100.00 ➝ $97.00 | Neutral ➝ Neutral |
| Barrington Research | Upgrades | Copart (CPRT) | $29.95 | $40.00 | Market Perform ➝ Outperform |
| Robert W. Baird | Lowers Target | Copart (CPRT) | $29.95 | $42.00 ➝ $38.00 | Outperform ➝ Outperform |
| Morgan Stanley | Initiates | CRH (CRH) | $88.57 | $139.00 | Overweight |
| Berenberg Bank | Lowers Target | ConvaTec Group (CTEC) | GBX 215.80 | GBX 340 ➝ GBX 335 | Buy |
| Wedbush | Initiates | Datadog (DDOG) | $221.21 | $260.00 ➝ $275.00 | Outperform |
| Royal Bank Of Canada | Reiterates | Definium Therapeutics (DFTX) | $38.89 | $66.00 | Outperform ➝ Outperform |
| JPMorgan Chase & Co. | Initiates | Dianthus Therapeutics (DNTH) | $106.20 | $135.00 | Overweight |
| Stephens | Raises Target | Darden Restaurants (DRI) | $209.83 | $216.00 ➝ $220.00 | Equal Weight ➝ Equal Weight |
| Citigroup | Raises Target | Darden Restaurants (DRI) | $209.83 | $245.00 ➝ $248.00 | Buy ➝ Buy |
| Scotia | Raises Target | The Descartes Systems Group (DSGX) | $76.04 | $95.00 ➝ $98.00 | Sector Outperform |
| Scotiabank | Raises Target | The Descartes Systems Group (DSGX) | $76.04 | $95.00 ➝ $98.00 | Sector Outperform ➝ Sector Outperform |
| DA Davidson | Lowers Target | Destination XL Group (DXLG) | $0.64 | $1.50 ➝ $1.25 | Buy ➝ Buy |
| DA Davidson | Lowers Target | Brinker International (EAT) | $213.45 | $260.00 ➝ $240.00 | Neutral ➝ Neutral |
| Canaccord Genuity Group | Downgrades | Eleco (ELCO) | GBX 229 | GBX 205 ➝ GBX 235 | Hold |
| Scotia | Lowers Target | Empire (EMP.A) | C$45.61 | C$50.00 ➝ C$48.00 | Sector Perform |
| National Bank Financial | Lowers Target | Empire (EMP.A) | C$45.61 | C$56.00 ➝ C$54.00 | Sector Perform |
| Desjardins | Lowers Target | Empire (EMP.A) | C$45.61 | C$57.00 ➝ C$53.00 | Buy |
| TD | Lowers Target | Empire (EMP.A) | C$45.61 | C$53.00 ➝ C$52.00 | Hold |
| Berenberg Bank | Raises Target | Energean (ENOG) | GBX 797 | GBX 765 ➝ GBX 780 | Hold |
| Wedbush | Initiates | Elastic (ESTC) | $83.44 | $125.00 | Outperform |
| Shore Capital Group | Reiterates | Everplay Group (EVPL) | GBX 347.96 | GBX 430 | Buy |
| BTIG Research | Reiterates | Edwards Lifesciences (EW) | $84.54 | $110.00 | Buy ➝ Buy |
| JonesTrading | Reiterates | Franklin BSP Realty Trust (FBRT) | $7.84 | $12.00 | Buy ➝ Buy |
| Deutsche Bank Aktiengesellschaft | Raises Target | FactSet Research Systems (FDS) | $259.66 | $280.00 ➝ $299.00 | Hold ➝ Hold |
| Hovde Group | Initiates | First Financial Bankshares (FFIN) | $33.16 | $36.00 | Outperform ➝ Market Perform |
| Piper Sandler | Initiates | Fidelity National Information Services (FIS) | $38.16 | $42.00 | Neutral |
| Mizuho | Lowers Target | Fluence Energy (FLNC) | $9.93 | $15.00 ➝ $8.00 | Underperform ➝ Underperform |
| KeyCorp | Initiates | FMC (FMC) | $11.38 | $16.00 | Sector Weight ➝ Overweight |
| Royal Bank Of Canada | Reiterates | Shift4 Payments (FOUR) | $45.20 | $67.00 | Outperform ➝ Outperform |
| JPMorgan Chase & Co. | Initiates | Getty Images (GETY) | $0.26 | | Underweight |
| TD Cowen | Reiterates | GFL Environmental (GFL) | $42.74 | $65.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Raises Target | GMR Solutions (GMRS) | $12.81 | $15.00 ➝ $16.00 | Overweight ➝ Overweight |
| Bank of America | Lowers Target | Graphic Packaging (GPK) | $9.50 | $14.00 ➝ $13.00 | Neutral ➝ Neutral |
| Canaccord Genuity Group | Downgrades | Haivision Systems (HAI) | C$3.88 | C$8.00 ➝ C$4.00 | Buy ➝ Hold |
| JPMorgan Chase & Co. | Initiates | Hims & Hers Health (HIMS) | $27.44 | $32.00 | Neutral |
| Jefferies Financial Group | Reiterates | Halma (HLMA) | GBX 3,634 | GBX 3,660 | Hold |
| Citizens Jmp | Raises Target | Robinhood Markets (HOOD) | $112.57 | $155.00 ➝ $165.00 | Market Outperform ➝ Market Outperform |
| Royal Bank Of Canada | Reiterates | HubSpot (HUBS) | $226.01 | $300.00 | Outperform ➝ Outperform |
| KeyCorp | Initiates | Huntsman (HUN) | $9.53 | $14.00 | Sector Weight ➝ Overweight |
| Robert W. Baird | Raises Target | IBEX (IBEX) | $39.80 | $35.00 ➝ $40.00 | Neutral ➝ Neutral |
| Freedom Broker | Upgrades | IES (IESC) | $345.71 | $440.00 | Hold ➝ Buy |
| Royal Bank Of Canada | Reiterates | Intuit (INTU) | $321.57 | $385.00 | Outperform ➝ Outperform |
| Bank of America | Upgrades | International Paper (IP) | $34.41 | $46.00 | Neutral ➝ Buy |
| TD Cowen | Initiates | International Petroleum (IPCFF) | $25.89 | | Hold |
| TD | Set Price Target | International Petroleum (IPCO) | C$35.86 | C$38.00 | Hold |
| Barclays | Lowers Target | JetBlue Airways (JBLU) | $4.40 | $7.00 ➝ $5.00 | Equal Weight ➝ Equal Weight |
| BMO Capital Markets | Lowers Target | Jefferies Financial Group (JEF) | $51.98 | $60.00 ➝ $57.00 | Market Perform ➝ Market Perform |
| UBS Group | Lowers Target | Jefferies Financial Group (JEF) | $51.98 | $65.00 ➝ $61.00 | Neutral ➝ Neutral |
| Tigress Financial | Raises Target | Jersey Mike's (JMKE) | $21.65 | $29.00 ➝ $30.00 | Buy ➝ Buy |
| Guggenheim | Raises Target | Jersey Mike's (JMKE) | $21.65 | $28.00 ➝ $29.00 | Buy ➝ Buy |
| UBS Group | Initiates | Cyclerion Therapeutics (KRSA) | $31.91 | $55.00 | Buy |
| B. Riley Financial | Initiates | LifeMD (LFMD) | $3.05 | $8.00 | Buy |
| Royal Bank Of Canada | Reiterates | Lloyds Banking Group (LLOY) | GBX 111.15 | GBX 124 | Outperform |
| DA Davidson | Lowers Target | Lovesac (LOVE) | $13.91 | $20.00 ➝ $18.00 | Buy ➝ Buy |
| Barclays | Lowers Target | Southwest Airlines (LUV) | $39.19 | $65.00 ➝ $58.00 | Overweight ➝ Overweight |
| Needham & Company LLC | Reiterates | Lyell Immunopharma (LYEL) | $11.96 | $44.00 | Buy ➝ Buy |
| BTIG Research | Reiterates | Macy's (M) | $22.03 | | Neutral ➝ Neutral |
| HC Wainwright | Initiates | MARA (MARA) | $11.98 | $20.00 | Buy |
| B. Riley Financial | Initiates | Microbot Medical (MBOT) | $1.45 | $4.00 | Buy |
| TD Cowen | Lowers Target | McDonald's (MCD) | $252.58 | $300.00 ➝ $282.00 | Hold ➝ Hold |
| Robert W. Baird | Lowers Target | Mastercraft Boat (MCFT) | $19.64 | $30.00 ➝ $26.00 | Neutral ➝ Neutral |
| Cantor Fitzgerald | Reiterates | MannKind (MNKD) | $3.75 | $8.00 | Overweight ➝ Overweight |
| Morgan Stanley | Raises Target | Neurocrine Biosciences (NBIX) | $156.22 | $182.00 ➝ $183.00 | Equal Weight ➝ Equal Weight |
| JPMorgan Chase & Co. | Lowers Target | NewJersey Resources (NJR) | $53.12 | $64.00 ➝ $63.00 | Overweight ➝ Overweight |
| Needham & Company LLC | Raises Target | ServiceNow (NOW) | $132.49 | $115.00 ➝ $155.00 | Buy ➝ Buy |
| Needham & Company LLC | Reiterates | NU (NU) | $14.60 | $19.00 | Buy ➝ Buy |
| KeyCorp | Initiates | Olin (OLN) | $17.17 | $26.00 | Overweight ➝ Overweight |
| BTIG Research | Reiterates | Omada Health (OMDA) | $19.66 | $35.00 | Buy ➝ Buy |
| Needham & Company LLC | Reiterates | Omada Health (OMDA) | $19.66 | $28.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Initiates | Old National Bancorp (ONB) | $25.66 | $32.00 | Overweight |
| Stephens | Reiterates | Oracle (ORCL) | $150.13 | $175.00 | Equal Weight ➝ Equal Weight |
| BMO Capital Markets | Lowers Target | Oracle (ORCL) | $150.13 | $220.00 ➝ $195.00 | Outperform ➝ Outperform |
| Royal Bank Of Canada | Lowers Target | Oracle (ORCL) | $150.13 | $190.00 ➝ $165.00 | Sector Perform ➝ Sector Perform |
| DA Davidson | Reiterates | Oracle (ORCL) | $150.13 | $225.00 | Buy ➝ Buy |
| Cantor Fitzgerald | Reiterates | Oracle (ORCL) | $150.13 | $284.00 | Overweight ➝ Overweight |
| HC Wainwright | Raises Target | Ovid Therapeutics (OVID) | $2.69 | $4.00 ➝ $5.00 | Buy ➝ Buy |
| Berenberg Bank | Reiterates | Pan African Resources (PAF) | GBX 123.40 | GBX 153 | Buy |
| Wedbush | Initiates | Palo Alto Networks (PANW) | $330.65 | $400.00 | Outperform |
| Ascendiant Capital Markets | Raises Target | Pro-Dex (PDEX) | $62.81 | $70.00 ➝ $74.00 | Buy ➝ Buy |
| TD Cowen | Lowers Target | Performance Food Group (PFGC) | $94.07 | $120.00 ➝ $115.00 | Buy ➝ Buy |
| Bank of America | Lowers Target | Packaging Corporation of America (PKG) | $234.72 | $280.00 ➝ $260.00 | Buy ➝ Buy |
| Rosenblatt Securities | Reiterates | Palantir Technologies (PLTR) | $167.23 | $225.00 | Buy ➝ Buy |
| KeyCorp | Initiates | PPG Industries (PPG) | $105.55 | $133.00 | Sector Weight ➝ Overweight |
| Freedom Broker | Raises Target | Perma-Pipe International (PPIH) | $30.91 | $29.55 ➝ $38.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Initiates | People Incorporated Common Stock (PPLI) | $37.51 | $54.00 | Overweight |
| Wedbush | Initiates | Rubrik (RBRK) | $86.45 | $90.00 ➝ $120.00 | Outperform |
| JonesTrading | Reiterates | Real Brokerage (REAX) | $20.28 | $40.00 | Buy ➝ Buy |
| Guggenheim | Reiterates | Reformation (REF) | $14.19 | $20.00 | Buy ➝ Buy |
| Royal Bank Of Canada | Reiterates | Reformation (REF) | $14.19 | $18.00 | Outperform ➝ Outperform |
| Bank of America | Lowers Target | RH (RH) | $133.91 | $156.00 ➝ $114.00 | Underperform ➝ Underperform |
| Guggenheim | Reiterates | RH (RH) | $133.91 | $200.00 | Buy ➝ Buy |
| Telsey Advisory Group | Raises Target | RH (RH) | $133.91 | $140.00 ➝ $155.00 | Market Perform ➝ Market Perform |
| TD Cowen | Lowers Target | RH (RH) | $133.91 | $220.00 ➝ $190.00 | Buy ➝ Buy |
| Robert W. Baird | Lowers Target | RH (RH) | $133.91 | $165.00 ➝ $160.00 | Neutral ➝ Neutral |
| JPMorgan Chase & Co. | Lowers Target | RH (RH) | $133.91 | $212.00 ➝ $190.00 | Overweight ➝ Overweight |
| BNP Paribas Exane | Reiterates | RH (RH) | $133.91 | $90.00 ➝ $81.00 | Underperform ➝ Underperform |
| HC Wainwright | Reiterates | Rockwell Medical (RMTI) | $7.96 | $20.00 | Buy ➝ Buy |
| Berenberg Bank | Reiterates | Rose Petroleum plc (ROSE.L) (ROSE) | GBX 335 | GBX 450 | Buy |
| KeyCorp | Initiates | RPM International (RPM) | $100.24 | $123.00 | Sector Weight ➝ Overweight |
| Wedbush | Initiates | SentinelOne (S) | $19.83 | $25.00 | Outperform |
| Royal Bank Of Canada | Raises Target | SolarEdge Technologies (SEDG) | $34.68 | $24.00 ➝ $30.00 | Sector Perform ➝ Sector Perform |
| JPMorgan Chase & Co. | Raises Target | SolarEdge Technologies (SEDG) | $34.68 | $37.00 ➝ $44.00 | Neutral ➝ Neutral |
| Morgan Stanley | Lowers Target | SolarEdge Technologies (SEDG) | $34.68 | $35.00 ➝ $33.00 | Equal Weight ➝ Equal Weight |
| Mizuho | Raises Target | SolarEdge Technologies (SEDG) | $34.68 | $38.00 ➝ $40.00 | Neutral ➝ Neutral |
| TD Cowen | Raises Target | Sweetgreen (SG) | $7.11 | $5.00 ➝ $6.00 | Hold ➝ Hold |
| B. Riley Financial | Initiates | Neuronetics (STIM) | $3.03 | $5.00 | Buy |
| ATB Cormark Capital Markets | Raises Target | Transcontinental (TCL.A) | C$5.12 | C$6.00 ➝ C$7.00 | Outperform |
| HC Wainwright | Raises Target | Tempus AI (TEM) | $59.01 | $56.00 ➝ $66.00 | Buy ➝ Buy |
| Berenberg Bank | Reiterates | Tharisa (THS) | GBX 125.98 | GBX 220 | Buy |
| Shore Capital Group | Reiterates | Trainline (TRN) | GBX 193.75 | GBX 400 | Buy |
| Royal Bank Of Canada | Reiterates | TC Energy (TRP) | $60.82 | $106.00 | Outperform ➝ Outperform |
| TD | Lowers Target | Transat A.T. (TRZ) | C$1.89 | C$2.25 ➝ C$2.00 | Hold |
| Desjardins | Lowers Target | Transat A.T. (TRZ) | C$1.89 | C$2.80 ➝ C$2.50 | Hold |
| Scotia | Lowers Target | Transat A.T. (TRZ) | C$1.89 | C$2.00 ➝ C$1.65 | Sector Underperform |
| BTIG Research | Reiterates | Twilio (TWLO) | $227.32 | $285.00 | Buy ➝ Buy |
| DA Davidson | Reiterates | Unity Bancorp (UNTY) | $60.13 | $68.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Raises Target | U.S. Physical Therapy (USPH) | $78.65 | $90.00 ➝ $95.00 | Overweight ➝ Overweight |
| Berenberg Bank | Raises Target | Victrex (VCT) | GBX 966.97 | GBX 680 ➝ GBX 870 | Hold |
| Citigroup | Raises Target | Victrex (VCT) | GBX 966.97 | GBX 700 ➝ GBX 1,000 | Neutral |
| Wedbush | Reiterates | Varonis Systems (VRNS) | $45.12 | $46.00 | Outperform ➝ Neutral |
| JPMorgan Chase & Co. | Reiterates | Vertex Pharmaceuticals (VRTX) | $515.44 | $515.00 ➝ $560.00 | Overweight |
| BTIG Research | Reiterates | Verastem (VSTM) | $7.32 | $18.00 | Buy ➝ Buy |
| HC Wainwright | Reiterates | Verastem (VSTM) | $7.32 | $18.00 | Buy ➝ Buy |
| TD | Raises Target | Whitecap Resources (WCP) | C$18.54 | C$18.00 ➝ C$21.00 | Buy |
| Bank of America | Lowers Target | Whirlpool (WHR) | $35.32 | $38.00 ➝ $31.00 | Underperform ➝ Underperform |
| TD Cowen | Lowers Target | Wingstop (WING) | $117.10 | $160.00 ➝ $120.00 | Hold ➝ Hold |
| BTIG Research | Raises Target | Workiva (WK) | $71.90 | $70.00 ➝ $80.00 | Buy ➝ Buy |
| KeyCorp | Initiates | Westlake (WLK) | $70.77 | $92.00 | Sector Weight ➝ Overweight |
| UBS Group | Lowers Target | Wynn Resorts (WYNN) | $87.70 | $145.00 ➝ $138.00 | Buy ➝ Buy |
| B. Riley Financial | Initiates | Exagen (XGN) | $7.03 | $12.00 | Buy |
| JPMorgan Chase & Co. | Initiates | Yelp (YELP) | $21.33 | $19.00 | Underweight |
| JPMorgan Chase & Co. | Initiates | Ziff Davis (ZD) | $56.22 | $60.00 | Neutral |
| Royal Bank Of Canada | Reiterates | Zillow Group (ZG) | $33.23 | $55.00 | Outperform ➝ Outperform |
| Wedbush | Initiates | Zscaler (ZS) | $164.54 | $215.00 | Outperform |
