| Morgan Stanley | Reiterates | Alcoa (AA) | $47.82 | $79.00 ➝ $53.00 | Overweight ➝ Equal Weight |
| Keefe, Bruyette & Woods | Lowers Target | Arch Capital Group (ACGL) | $102.77 | $102.00 ➝ $99.00 | Market Perform ➝ Market Perform |
| Stifel Nicolaus | Raises Target | Automatic Data Processing (ADP) | $241.78 | $240.00 ➝ $260.00 | Hold ➝ Hold |
| Truist Financial | Raises Target | Aercap (AER) | $149.98 | $161.00 ➝ $175.00 | Buy ➝ Buy |
| Keefe, Bruyette & Woods | Raises Target | American Financial Group (AFG) | $141.45 | $140.00 ➝ $148.00 | Market Perform ➝ Market Perform |
| JPMorgan Chase & Co. | Raises Target | Affirm (AFRM) | $80.11 | $80.00 ➝ $90.00 | Overweight ➝ Overweight |
| Keefe, Bruyette & Woods | Lowers Target | American International Group (AIG) | $80.33 | $98.00 ➝ $95.00 | Outperform ➝ Outperform |
| Keefe, Bruyette & Woods | Raises Target | Assurant (AIZ) | $279.22 | $270.00 ➝ $310.00 | Outperform ➝ Outperform |
| Keefe, Bruyette & Woods | Raises Target | Arthur J. Gallagher & Co. (AJG) | $255.46 | $242.00 ➝ $261.00 | Market Perform ➝ Market Perform |
| Keefe, Bruyette & Woods | Raises Target | Allstate (ALL) | $251.48 | $242.00 ➝ $255.00 | Market Perform ➝ Market Perform |
| Wells Fargo & Company | Lowers Target | Amrize (AMRZ) | $50.01 | $65.00 ➝ $58.00 | Overweight ➝ Overweight |
| Keefe, Bruyette & Woods | Lowers Target | AON (AON) | $359.34 | $404.00 ➝ $400.00 | Outperform ➝ Outperform |
| JPMorgan Chase & Co. | Lowers Target | Antero Resources (AR) | $34.89 | $49.00 ➝ $45.00 | Neutral ➝ Neutral |
| BTIG Research | Reiterates | Accuray (ARAY) | $0.25 | | Neutral ➝ Neutral |
| Stifel Nicolaus | Lowers Target | Alphatec (ATEC) | $9.29 | $16.00 ➝ $13.00 | Buy ➝ Buy |
| Canaccord Genuity Group | Reiterates | Avation (AVAP) | GBX 133.50 | GBX 270 | Buy |
| JPMorgan Chase & Co. | Raises Target | American Water Works (AWK) | $134.01 | $138.00 ➝ $147.00 | Neutral ➝ Neutral |
| Keefe, Bruyette & Woods | Raises Target | Axis Capital (AXS) | $113.15 | $126.00 ➝ $131.00 | Outperform ➝ Outperform |
| HC Wainwright | Reiterates | Axsome Therapeutics (AXSM) | $247.68 | $290.00 | Buy ➝ Buy |
| JPMorgan Chase & Co. | Initiates | BridgeBio Oncology Therapeutics (BBOT) | $8.65 | $27.00 | Overweight |
| Susquehanna | Lowers Target | Baker Hughes (BKR) | $56.74 | $80.00 ➝ $70.00 | Positive ➝ Positive |
| Keefe, Bruyette & Woods | Raises Target | Bowhead Specialty (BOW) | $32.62 | $34.00 ➝ $36.00 | Outperform ➝ Outperform |
| Keefe, Bruyette & Woods | Raises Target | Brown & Brown (BRO) | $68.77 | $72.00 ➝ $74.00 | Market Perform ➝ Market Perform |
| Needham & Company LLC | Lowers Target | Boston Scientific (BSX) | $44.79 | $77.00 ➝ $57.00 | Buy ➝ Buy |
| Royal Bank Of Canada | Reiterates | Barratt Redrow (BTRW) | GBX 273 | GBX 350 | Outperform |
| Morgan Stanley | Lowers Target | Buenaventura Mining (BVN) | $28.11 | $42.50 ➝ $34.50 | Overweight ➝ Overweight |
| Keefe, Bruyette & Woods | Raises Target | Baldwin Insurance Group (BWIN) | $27.11 | $26.00 ➝ $31.00 | Outperform ➝ Outperform |
| LADENBURG THALM/SH SH | Raises Target | BXP (BXP) | $66.83 | $70.00 ➝ $80.00 | Buy ➝ Buy |
| Raymond James Financial | Initiates | Byline Bancorp (BY) | $36.74 | | Market Perform ➝ Market Perform |
| Barclays | Lowers Target | Conagra Brands (CAG) | $13.92 | $18.00 ➝ $16.00 | Overweight ➝ Overweight |
| Keefe, Bruyette & Woods | Raises Target | Chubb (CB) | $357.98 | $374.00 ➝ $389.00 | Outperform ➝ Outperform |
| Wells Fargo & Company | Raises Target | Coca-Cola Europacific Partners (CCEP) | $106.72 | $110.00 ➝ $115.00 | Overweight ➝ Overweight |
| Barclays | Lowers Target | Charter Communications (CHTR) | $135.03 | $200.00 ➝ $130.00 | Underweight ➝ Underweight |
| Barclays | Initiates | Chime Financial (CHYM) | $20.93 | $26.00 | Overweight |
| Keefe, Bruyette & Woods | Reiterates | Cincinnati Financial (CINF) | $183.65 | $191.00 ➝ $201.00 | Outperform ➝ Market Perform |
| BMO Capital Markets | Raises Target | Clean Harbors (CLH) | $299.80 | $340.00 ➝ $342.00 | Outperform ➝ Outperform |
| Chardan Capital | Reiterates | Cleanspark (CLSK) | $11.97 | $19.00 | Buy ➝ Buy |
| BNP Paribas Exane | Upgrades | Commercial Metals (CMC) | $62.08 | $75.00 | Neutral ➝ Outperform |
| Evercore | Upgrades | Compass Pathways (CMPS) | $13.09 | $21.00 | In-Line ➝ Outperform |
| HC Wainwright | Reiterates | Compass Pathways (CMPS) | $13.09 | $70.00 | Buy ➝ Buy |
| Wells Fargo & Company | Raises Target | Canadian National Railway (CNI) | $122.37 | $110.00 ➝ $135.00 | Overweight ➝ Overweight |
| Truist Financial | Lowers Target | ConocoPhillips (COP) | $109.34 | $128.00 ➝ $115.00 | Hold ➝ Hold |
| Wells Fargo & Company | Raises Target | Canadian Pacific Kansas City (CP) | $88.58 | $90.00 ➝ $100.00 | Overweight ➝ Overweight |
| Wells Fargo & Company | Lowers Target | CRH (CRH) | $103.65 | $135.00 ➝ $132.00 | Overweight ➝ Overweight |
| TD Cowen | Reiterates | Crinetics Pharmaceuticals (CRNX) | $83.52 | | Buy ➝ Hold |
| HC Wainwright | Reiterates | CRISPR Therapeutics (CRSP) | $58.75 | $80.00 | Buy ➝ Buy |
| Wells Fargo & Company | Raises Target | CSX (CSX) | $48.25 | $50.00 ➝ $54.00 | Overweight ➝ Overweight |
| Stephens | Initiates | CSX (CSX) | $48.25 | $57.00 | Overweight |
| Stephens | Initiates | Covenant Logistics Group (CVLG) | $44.79 | $60.00 | Overweight |
| JPMorgan Chase & Co. | Raises Target | Cemex (CX) | $12.10 | $14.50 ➝ $15.00 | Overweight ➝ Overweight |
| Barclays | Downgrades | Community Health Systems (CYH) | $3.64 | $3.00 | Equal Weight ➝ Underweight |
| Stifel Nicolaus | Raises Target | Definium Therapeutics (DFTX) | $45.61 | $30.00 ➝ $60.00 | Buy ➝ Buy |
| Keefe, Bruyette & Woods | Raises Target | Donegal Group (DGICA) | $19.42 | $18.00 ➝ $20.00 | Market Perform ➝ Market Perform |
| JPMorgan Chase & Co. | Raises Target | DT Midstream (DTM) | $146.15 | $146.00 ➝ $154.00 | Neutral ➝ Neutral |
| JPMorgan Chase & Co. | Lowers Target | Devon Energy (DVN) | $42.88 | $62.00 ➝ $55.00 | Overweight ➝ Overweight |
| Keefe, Bruyette & Woods | Raises Target | Everest Group (EG) | $374.01 | $411.00 ➝ $414.00 | Outperform ➝ Outperform |
| Bank of America | Reiterates | EHang (EH) | $5.56 | $13.00 ➝ $5.40 | Buy ➝ Underperform |
| Jefferies Financial Group | Raises Target | Enova International (ENVA) | $226.69 | $260.00 ➝ $280.00 | Buy ➝ Buy |
| Citigroup | Lowers Target | EquipmentShare.com (EQPT) | $16.61 | $26.00 ➝ $20.00 | Neutral ➝ Neutral |
| Citigroup | Raises Target | Edwards Lifesciences (EW) | $94.11 | $101.00 ➝ $110.00 | Buy ➝ Buy |
| Wells Fargo & Company | Lowers Target | Eagle Materials (EXP) | $205.39 | $246.00 ➝ $240.00 | Overweight ➝ Overweight |
| Cantor Fitzgerald | Initiates | Eyepoint Pharmaceuticals (EYPT) | $13.94 | $47.00 | Overweight |
| Morgan Stanley | Raises Target | Freeport-McMoRan (FCX) | $57.29 | $66.00 ➝ $70.00 | Equal Weight ➝ Equal Weight |
| Needham & Company LLC | Reiterates | Figure Technology Solutions (FIGR) | $30.40 | $55.00 | Buy ➝ Buy |
| Barclays | Initiates | Fidelity National Information Services (FIS) | $41.13 | $44.00 | Equal Weight |
| Barclays | Initiates | Fiserv (FISV) | $51.03 | $58.00 | Equal Weight |
| JPMorgan Chase & Co. | Lowers Target | Fiserv (FISV) | $51.03 | $75.00 ➝ $62.00 | Neutral ➝ Neutral |
| Citizens Jmp | Lowers Target | Flutter Entertainment (FLUT) | $107.56 | $165.00 ➝ $159.00 | Market Outperform ➝ Market Outperform |
| Wells Fargo & Company | Lowers Target | Freshpet (FRPT) | $53.48 | $75.00 ➝ $70.00 | Overweight ➝ Overweight |
| Wolfe Research | Initiates | Federal Realty Investment Trust (FRT) | $121.18 | $143.00 | Outperform |
| Susquehanna | Lowers Target | TechnipFMC (FTI) | $69.43 | $90.00 ➝ $85.00 | Positive ➝ Positive |
| BTIG Research | Initiates | Presidio Production (FTW) | $12.20 | $15.00 | Buy |
| Northcoast Research | Initiates | Six Flags Entertainment (FUN) | $18.59 | | Neutral |
| Raymond James Financial | Initiates | German American Bancorp (GABC) | $47.15 | | Market Perform |
| Berenberg Bank | Raises Target | Grafton Group (GFTU) | GBX 862.10 | GBX 1,000 ➝ GBX 1,150 | Buy |
| JPMorgan Chase & Co. | Raises Target | General Motors (GM) | $75.78 | $98.00 ➝ $110.00 | Overweight ➝ Overweight |
| Stifel Nicolaus | Lowers Target | Globus Medical (GMED) | $76.09 | $95.00 ➝ $80.00 | Hold ➝ Hold |
| Barclays | Initiates | Global Payments (GPN) | $73.12 | $81.00 | Equal Weight |
| Northland Securities | Initiates | Granite Ridge Resources (GRNT) | $4.64 | $9.00 | Outperform |
| Stephens | Initiates | GXO Logistics (GXO) | $48.93 | $75.00 | Overweight |
| Shore Capital Group | Reiterates | The Gym Group (GYM) | GBX 208 | GBX 280 | Buy |
| Wolfe Research | Initiates | Halliburton (HAL) | $34.61 | | Outperform ➝ Peer Perform |
| Susquehanna | Lowers Target | Halliburton (HAL) | $34.61 | $45.00 ➝ $42.00 | Positive ➝ Positive |
| Barclays | Reiterates | HCA Healthcare (HCA) | $410.64 | $496.00 ➝ $427.00 | Overweight ➝ Equal Weight |
| Keefe, Bruyette & Woods | Raises Target | Hamilton Insurance Group (HG) | $34.57 | $34.00 ➝ $39.00 | Outperform ➝ Outperform |
| Keefe, Bruyette & Woods | Raises Target | Hagerty (HGTY) | $12.27 | $14.00 ➝ $15.00 | Outperform ➝ Outperform |
| Keefe, Bruyette & Woods | Raises Target | The Hartford Insurance Group (HIG) | $139.24 | $142.00 ➝ $143.00 | Market Perform ➝ Market Perform |
| Keefe, Bruyette & Woods | Raises Target | Hippo (HIPO) | $28.42 | $32.00 ➝ $33.00 | Market Perform ➝ Market Perform |
| Morgan Stanley | Initiates | Honeywell Aerospace (HONA) | $231.47 | $255.00 | Equal Weight |
| Susquehanna | Lowers Target | Helmerich & Payne (HP) | $32.63 | $43.00 ➝ $40.00 | Positive ➝ Positive |
| The Goldman Sachs Group | Lowers Target | Ibotta (IBTA) | $31.10 | $32.00 ➝ $28.00 | Sell ➝ Sell |
| JPMorgan Chase & Co. | Raises Target | IMI (IMI) | GBX 2,734 | GBX 3,050 ➝ GBX 3,300 | Overweight |
| LADENBURG THALM/SH SH | Lowers Target | Inuvo (INUV) | $1.05 | $4.25 ➝ $4.00 | Buy ➝ Buy |
| Canaccord Genuity Group | Lowers Target | Jet2 (JET2) | GBX 1,467 | GBX 1,900 ➝ GBX 1,750 | Buy |
| Bank of America | Raises Target | Kirby (KEX) | $141.43 | $169.00 ➝ $182.00 | Buy ➝ Buy |
| Barclays | Lowers Target | Kodiak Gas Services (KGS) | $69.01 | $76.00 ➝ $72.00 | Overweight ➝ Overweight |
| Wells Fargo & Company | Raises Target | Kraft Heinz (KHC) | $25.11 | $23.00 ➝ $25.00 | Equal Weight ➝ Equal Weight |
| Barclays | Initiates | Klarna Group (KLAR) | $18.78 | $20.00 | Equal Weight |
| JPMorgan Chase & Co. | Raises Target | Klarna Group (KLAR) | $18.78 | $20.00 ➝ $22.00 | Overweight ➝ Overweight |
| Wells Fargo & Company | Raises Target | Kimberly-Clark (KMB) | $111.46 | $100.00 ➝ $110.00 | Equal Weight ➝ Equal Weight |
| Roth Capital | Lowers Target | Kura Sushi USA (KRUS) | $53.47 | $85.00 ➝ $70.00 | Buy ➝ Buy |
| TD Cowen | Lowers Target | Kura Sushi USA (KRUS) | $53.47 | $58.00 ➝ $51.00 | Hold ➝ Hold |
| Lake Street Capital | Lowers Target | Kura Sushi USA (KRUS) | $53.47 | $83.00 ➝ $72.00 | Buy ➝ Buy |
| Citigroup | Lowers Target | Kura Sushi USA (KRUS) | $53.47 | $64.00 ➝ $59.00 | Neutral ➝ Neutral |
| Truist Financial | Lowers Target | LCI Industries (LCII) | $100.85 | $135.00 ➝ $114.00 | Hold ➝ Hold |
| Stifel Nicolaus | Raises Target | Ligand Pharmaceuticals (LGND) | $315.70 | $255.00 ➝ $332.00 | Buy ➝ Buy |
| Royal Bank Of Canada | Raises Target | Eli Lilly and Company (LLY) | $1,227.39 | $1,250.00 ➝ $1,500.00 | Outperform ➝ Outperform |
| Keefe, Bruyette & Woods | Raises Target | Lemonade (LMND) | $70.55 | $44.00 ➝ $48.00 | Underperform ➝ Underperform |
| Morgan Stanley | Reiterates | Lemonade (LMND) | $70.55 | $75.00 | Overweight ➝ Equal Weight |
| Wells Fargo & Company | Raises Target | Lamb Weston (LW) | $46.37 | $46.00 ➝ $54.00 | Overweight ➝ Overweight |
| Keefe, Bruyette & Woods | Raises Target | MediaAlpha (MAX) | $13.62 | $15.00 ➝ $17.00 | Outperform ➝ Outperform |
| UBS Group | Reiterates | Moelis & Company (MC) | $65.56 | $58.00 ➝ $60.00 | Neutral ➝ Sell |
| Robert W. Baird | Reiterates | Medpace (MEDP) | $531.16 | $477.00 ➝ $547.00 | Outperform ➝ Neutral |
| Needham & Company LLC | Reiterates | Meta Platforms (META) | $604.55 | | Hold ➝ Hold |
| Morgan Stanley | Lowers Target | Ramaco Resources (METC) | $12.02 | $17.00 ➝ $13.00 | Equal Weight ➝ Equal Weight |
| Robert W. Baird | Initiates | Midera Food Processing (MFP) | $37.71 | $40.00 | Neutral |
| Wells Fargo & Company | Lowers Target | MGP Ingredients (MGPI) | $16.58 | $24.00 ➝ $21.00 | Overweight ➝ Overweight |
| HC Wainwright | Reiterates | MeiraGTx (MGTX) | $13.72 | $20.00 | Buy ➝ Buy |
| Jefferies Financial Group | Lowers Target | Middleby (MIDD) | $132.89 | $200.00 ➝ $160.00 | Buy ➝ Buy |
| TD Cowen | Raises Target | Monster Beverage (MNST) | $95.96 | $90.00 ➝ $95.00 | Hold |
| Royal Bank Of Canada | Raises Target | Monster Beverage (MNST) | $95.96 | $88.00 ➝ $97.00 | Outperform |
| Wells Fargo & Company | Raises Target | Monster Beverage (MNST) | $95.96 | $97.00 ➝ $105.00 | Overweight ➝ Overweight |
| Morgan Stanley | Raises Target | MP Materials (MP) | $51.64 | $70.00 ➝ $71.50 | Overweight ➝ Overweight |
| Wells Fargo & Company | Raises Target | Merck & Co., Inc. (MRK) | $125.68 | $145.00 ➝ $150.00 | Overweight ➝ Overweight |
| Royal Bank Of Canada | Reiterates | Merck & Co., Inc. (MRK) | $125.68 | $142.00 | Outperform ➝ Outperform |
| Raymond James Financial | Raises Target | MSCI (MSCI) | $600.43 | $730.00 ➝ $760.00 | Strong-Buy ➝ Strong-Buy |
| Mizuho | Raises Target | MasTec (MTZ) | $378.40 | $498.00 ➝ $502.00 | Outperform ➝ Outperform |
| Susquehanna | Lowers Target | Nabors Industries (NBR) | $79.23 | $105.00 ➝ $85.00 | Neutral ➝ Neutral |
| Susquehanna | Lowers Target | Noble (NE) | $39.33 | $55.00 ➝ $40.00 | Neutral ➝ Neutral |
| Morgan Stanley | Raises Target | Nexa Resources (NEXA) | $12.62 | $11.50 ➝ $12.50 | Equal Weight ➝ Equal Weight |
| Berenberg Bank | Reiterates | Next 15 Group (NFG) | GBX 251.91 | GBX 510 | Buy |
| Morgan Stanley | Lowers Target | Novagold Resources (NG) | $5.86 | $13.80 ➝ $13.60 | Overweight ➝ Overweight |
| Susquehanna | Lowers Target | NOV (NOV) | $18.56 | $24.00 ➝ $22.00 | Positive ➝ Positive |
| Keefe, Bruyette & Woods | Reiterates | Neptune Insurance (NP) | $31.65 | $32.00 ➝ $34.00 | Outperform ➝ Market Perform |
| Wells Fargo & Company | Raises Target | Norfolk Southern (NSC) | $319.60 | $350.00 ➝ $365.00 | Overweight ➝ Overweight |
| Barclays | Initiates | Nayax (NYAX) | $65.22 | $75.00 | Equal Weight |
| Susquehanna | Lowers Target | Oil States International (OIS) | $8.38 | $11.00 ➝ $8.00 | Neutral ➝ Neutral |
| Barclays | Lowers Target | ONEOK (OKE) | $91.00 | $90.00 ➝ $88.00 | Equal Weight ➝ Equal Weight |
| JPMorgan Chase & Co. | Reiterates | Ollie's Bargain Outlet (OLLI) | $63.80 | $152.00 ➝ $70.00 | Overweight ➝ Neutral |
| Evercore | Upgrades | Occidental Petroleum (OXY) | $53.66 | $65.00 | In-Line ➝ Outperform |
| Truist Financial | Lowers Target | Patrick Industries (PATK) | $83.38 | $126.00 ➝ $113.00 | Buy ➝ Buy |
| Needham & Company LLC | Raises Target | Penguin Solutions (PENG) | $77.97 | $60.00 ➝ $80.00 | Buy ➝ Buy |
| Citizens Jmp | Raises Target | Penguin Solutions (PENG) | $77.97 | $65.00 ➝ $85.00 | Market Outperform ➝ Market Outperform |
| BNP Paribas Exane | Lowers Target | PepsiCo (PEP) | $143.94 | $195.00 ➝ $183.00 | Outperform ➝ Outperform |
| JPMorgan Chase & Co. | Lowers Target | Pfizer (PFE) | $24.24 | $30.00 ➝ $28.00 | Neutral ➝ Neutral |
| Keefe, Bruyette & Woods | Raises Target | Progressive (PGR) | $234.82 | $210.00 ➝ $231.00 | Market Perform ➝ Market Perform |
| Keefe, Bruyette & Woods | Raises Target | Fidelis Insurance (PLGO) | $24.82 | $28.00 ➝ $29.00 | Outperform ➝ Outperform |
| Keefe, Bruyette & Woods | Raises Target | Palomar (PLMR) | $146.85 | $162.00 ➝ $166.00 | Outperform ➝ Outperform |
| LADENBURG THALM/SH SH | Initiates | PMV Pharmaceuticals (PMVP) | $1.24 | $3.00 | Buy |
| Royal Bank Of Canada | Raises Target | PPG Industries (PPG) | $114.74 | $119.00 ➝ $129.00 | Sector Perform ➝ Sector Perform |
| Canaccord Genuity Group | Reiterates | Public Policy (PPHC) | $7.94 | $18.00 | Buy ➝ Buy |
| Northcoast Research | Initiates | United Parks & Resorts (PRKS) | $45.33 | | Neutral |
| JonesTrading | Initiates | Pershing Square (PS) | $33.38 | $39.00 | Buy |
| Scotiabank | Raises Target | Public Storage (PSA) | $322.47 | $342.00 ➝ $345.00 | Sector Outperform ➝ Sector Outperform |
| Susquehanna | Lowers Target | Patterson-UTI Energy (PTEN) | $9.68 | $14.00 ➝ $12.00 | Positive ➝ Positive |
| Shore Capital Group | Reiterates | Quadrise (QED) | GBX 1.02 | | House Stock |
| Susquehanna | Lowers Target | RPC (RES) | $5.61 | $7.50 ➝ $6.00 | Neutral ➝ Neutral |
| Susquehanna | Lowers Target | Transocean (RIG) | $5.17 | $8.00 ➝ $7.00 | Positive ➝ Positive |
| BNP Paribas Exane | Raises Target | Rivian Automotive (RIVN) | $16.54 | $22.00 ➝ $24.00 | Outperform ➝ Outperform |
| JPMorgan Chase & Co. | Initiates | Relay Therapeutics (RLAY) | $18.85 | $28.00 | Overweight |
| Keefe, Bruyette & Woods | Raises Target | RLI (RLI) | $61.93 | $67.00 ➝ $70.00 | Outperform ➝ Outperform |
| Wells Fargo & Company | Lowers Target | ResMed (RMD) | $208.66 | $227.00 ➝ $225.00 | Equal Weight ➝ Equal Weight |
| Keefe, Bruyette & Woods | Raises Target | RenaissanceRe (RNR) | $323.85 | $327.00 ➝ $342.00 | Market Perform ➝ Market Perform |
| Morgan Stanley | Lowers Target | Rollins (ROL) | $44.66 | $70.00 ➝ $65.00 | Overweight ➝ Overweight |
| Citizens Jmp | Raises Target | Rush Street Interactive (RSI) | $32.22 | $30.00 ➝ $33.00 | Market Outperform ➝ Market Outperform |
| Citizens Jmp | Lowers Target | Redwood Trust (RWT) | $4.79 | $7.00 ➝ $6.00 | Market Outperform ➝ Market Outperform |
| Keefe, Bruyette & Woods | Raises Target | Ryan Specialty (RYAN) | $41.80 | $44.00 ➝ $48.00 | Outperform ➝ Outperform |
| Rosenblatt Securities | Initiates | SailPoint (SAIL) | $15.54 | $16.00 | Neutral |
| The Goldman Sachs Group | Lowers Target | Boston Beer (SAM) | $178.11 | $192.00 ➝ $169.00 | Sell ➝ Sell |
| Truist Financial | Reiterates | Sabra Healthcare REIT (SBRA) | $20.11 | $22.00 | Buy ➝ Buy |
| Truist Financial | Downgrades | Sabra Healthcare REIT (SBRA) | $20.11 | | Buy ➝ Hold |
| Morgan Stanley | Raises Target | Southern Copper (SCCO) | $165.97 | $146.00 ➝ $158.00 | Underweight ➝ Underweight |
| B. Riley Financial | Raises Target | Scholastic (SCHL) | $45.44 | $40.00 ➝ $42.00 | Neutral ➝ Neutral |
| Citizens Jmp | Raises Target | Super Group (SGHC) (SGHC) | $15.36 | $17.00 ➝ $19.00 | Market Outperform ➝ Market Outperform |
| Royal Bank Of Canada | Reiterates | Shawbrook Group (SHAW) | GBX 344.47 | GBX 475 | Outperform |
| Keefe, Bruyette & Woods | Raises Target | Selective Insurance Group (SIGI) | $97.67 | $88.00 ➝ $101.00 | Market Perform ➝ Market Perform |
| Keefe, Bruyette & Woods | Raises Target | Skyward Specialty Insurance Group (SKWD) | $61.38 | $65.00 ➝ $72.00 | Outperform ➝ Outperform |
| Wolfe Research | Initiates | SLB (SLB) | $46.84 | $62.00 | Outperform |
| Susquehanna | Lowers Target | SLB (SLB) | $46.84 | $65.00 ➝ $55.00 | Positive ➝ Positive |
| Keefe, Bruyette & Woods | Raises Target | Slide Insurance (SLDE) | $20.57 | $23.00 ➝ $24.00 | Outperform ➝ Outperform |
| LADENBURG THALM/SH SH | Raises Target | SL Green Realty (SLG) | $48.56 | $42.00 ➝ $46.00 | Neutral ➝ Neutral |
| DA Davidson | Initiates | Snap (SNAP) | $4.58 | $5.00 | Neutral |
| The Goldman Sachs Group | Lowers Target | Snap (SNAP) | $4.58 | $7.00 ➝ $6.00 | Neutral ➝ Neutral |
| JPMorgan Chase & Co. | Lowers Target | S&P Global (SPGI) | $432.97 | $550.00 ➝ $535.00 | Overweight ➝ Overweight |
| Citizens Jmp | Lowers Target | Sportradar Group (SRAD) | $15.78 | $26.00 ➝ $24.00 | Market Outperform ➝ Market Outperform |
| Susquehanna | Raises Target | Seagate Technology (STX) | $832.63 | $615.00 ➝ $775.00 | Neutral ➝ Neutral |
| Rothschild & Co Redburn | Initiates | Sensient Technologies (SXT) | $120.01 | $125.00 | Neutral |
| Raymond James Financial | Initiates | Stock Yards Bancorp (SYBT) | $75.57 | | Market Perform |
| Canaccord Genuity Group | Reiterates | System1 Group (SYS1) | GBX 303.23 | GBX 610 | Buy |
| Barclays | Lowers Target | AT&T (T) | $21.27 | $26.00 ➝ $24.00 | Equal Weight ➝ Equal Weight |
| Wells Fargo & Company | Lowers Target | Molson Coors Beverage (TAP) | $39.03 | $43.00 ➝ $41.00 | Equal Weight ➝ Equal Weight |
| KeyCorp | Lowers Target | Atlassian (TEAM) | $85.46 | $130.00 ➝ $115.00 | Overweight ➝ Overweight |
| Bank of America | Reiterates | Truist Financial (TFC) | $49.67 | $54.00 ➝ $56.00 | Buy ➝ Neutral |
| Keefe, Bruyette & Woods | Reiterates | The Hanover Insurance Group (THG) | $213.23 | $211.00 ➝ $220.00 | Outperform ➝ Market Perform |
| Truist Financial | Lowers Target | Thor Industries (THO) | $70.74 | $109.00 ➝ $80.00 | Hold ➝ Hold |
| HC Wainwright | Reiterates | Titan Mining (TII) | $2.27 | $6.50 | Buy ➝ Buy |
| Wells Fargo & Company | Initiates | T-Mobile US (TMUS) | $182.51 | $170.00 | Equal Weight |
| Barclays | Lowers Target | T-Mobile US (TMUS) | $182.51 | $245.00 ➝ $230.00 | Overweight ➝ Overweight |
| Robert W. Baird | Raises Target | Toast (TOST) | $28.65 | $30.00 ➝ $33.00 | Neutral ➝ Neutral |
| Berenberg Bank | Lowers Target | Travis Perkins (TPK) | GBX 518.50 | GBX 620 ➝ GBX 580 | Hold |
| HC Wainwright | Reiterates | First Tracks Biotherapeutics (TRAX) | $20.02 | $30.00 | Buy ➝ Buy |
| Keefe, Bruyette & Woods | Reiterates | Travelers Companies (TRV) | $341.36 | $342.00 ➝ $356.00 | Outperform ➝ Market Perform |
| HSBC | Upgrades | Trade Desk (TTD) | $19.05 | $20.00 | Reduce ➝ Hold |
| Raymond James Financial | Upgrades | Tvardi Therapeutics (TVRD) | $4.63 | $10.00 | Market Perform ➝ Outperform |
| Keefe, Bruyette & Woods | Raises Target | TWFG (TWFG) | $26.44 | $23.00 ➝ $26.00 | Market Perform ➝ Market Perform |
| Truist Financial | Reiterates | United Dominion Realty Trust (UDR) | $40.01 | $41.00 | Buy ➝ Hold |
| Bank of America | Upgrades | Ultrapar Participacoes (UGP) | $5.59 | $6.80 ➝ $7.40 | Neutral ➝ Buy |
| Barclays | Reiterates | Universal Health Services (UHS) | $154.64 | $179.00 | Overweight ➝ Equal Weight |
| BWS Financial | Reiterates | Ubiquiti (UI) | $527.07 | $980.00 | Buy ➝ Buy |
| Shore Capital Group | Reiterates | Ultimate Products (ULTP) | GBX 46.50 | | House Stock |
| Wells Fargo & Company | Raises Target | Union Pacific (UNP) | $281.14 | $300.00 ➝ $315.00 | Overweight ➝ Overweight |
| Raymond James Financial | Initiates | U.S. Bancorp (USB) | $61.23 | $72.00 | Strong-Buy ➝ Strong-Buy |
| Berenberg Bank | Reiterates | Unite Group (UTG) | GBX 505 | GBX 623 | Buy |
| Susquehanna | Lowers Target | Valaris (VAL) | $76.86 | $98.00 ➝ $75.00 | Neutral ➝ Neutral |
| Morgan Stanley | Reiterates | Vale (VALE) | $14.16 | $19.50 ➝ $16.50 | Overweight ➝ Equal Weight |
| Berenberg Bank | Reiterates | Victoria (VCP) | GBX 73.40 | GBX 60 | Buy |
| Berenberg Bank | Raises Target | Victrex (VCT) | GBX 660 | GBX 600 ➝ GBX 680 | Hold |
| Wedbush | Raises Target | Vera Therapeutics (VERA) | $41.48 | $35.00 ➝ $43.00 | Neutral ➝ Neutral |
| HC Wainwright | Raises Target | Vera Therapeutics (VERA) | $41.48 | $110.00 ➝ $125.00 | Buy ➝ Buy |
| Barclays | Raises Target | Viking (VIK) | $97.86 | $88.00 ➝ $93.00 | Equal Weight ➝ Equal Weight |
| Wells Fargo & Company | Lowers Target | Vulcan Materials (VMC) | $289.00 | $310.00 ➝ $305.00 | Equal Weight ➝ Equal Weight |
| Barclays | Lowers Target | Verizon Communications (VZ) | $42.88 | $47.00 ➝ $45.00 | Equal Weight ➝ Equal Weight |
| Wells Fargo & Company | Initiates | Verizon Communications (VZ) | $42.88 | $43.00 | Equal Weight |
| Guggenheim | Reiterates | Waters (WAT) | $369.80 | $440.00 | Buy ➝ Buy |
| Susquehanna | Raises Target | Western Digital (WDC) | $534.31 | $360.00 ➝ $500.00 | Neutral ➝ Neutral |
| Raymond James Financial | Initiates | Wells Fargo & Company (WFC) | $85.72 | | Market Perform ➝ Market Perform |
| Truist Financial | Lowers Target | Winnebago Industries (WGO) | $28.82 | $43.00 ➝ $35.00 | Buy ➝ Buy |
| Barclays | Raises Target | Williams Companies (WMB) | $74.65 | $73.00 ➝ $75.00 | Equal Weight ➝ Equal Weight |
| Keefe, Bruyette & Woods | Raises Target | W.R. Berkley (WRB) | $71.80 | $67.00 ➝ $69.00 | Market Perform ➝ Market Perform |
| Keefe, Bruyette & Woods | Raises Target | Willis Towers Watson Public (WTW) | $293.31 | $380.00 ➝ $381.00 | Outperform ➝ Outperform |
| Truist Financial | Initiates | Wynn Resorts (WYNN) | $97.64 | $125.00 | Buy |
