| Date | Company Name | Action | Current
Price | Price
Target | Rating |
|---|
| 12/19/2025 | ACM AECOM | Reiterated Rating | $98.00 | | Positive ➝ Positive |
| 12/19/2025 | CMI Cummins | Reiterated Rating | $507.00 | | Positive ➝ Positive |
| 12/19/2025 | ACM AECOM | Set Price Target | $98.00 | $100.00 | Overweight ➝ Equal Weight |
| 12/19/2025 | AGCO AGCO | Downgrade | $106.00 | $116.00 ➝ $93.00 | Equal Weight ➝ Underweight |
| 12/19/2025 | CMI Cummins | Upgrade | $507.00 | $515.00 ➝ $546.00 | Equal Weight ➝ Overweight |
| 12/19/2025 | PSN Parsons | Initiated Coverage | $62.00 | $70.00 | Overweight |
| 12/19/2025 | NKE NIKE | Set Price Target | $59.00 | $70.00 ➝ $64.00 | Equal Weight ➝ Equal Weight |
| 12/19/2025 | KMX CarMax | Lower Price Target | $39.00 | $28.00 ➝ $24.00 | Underweight ➝ Underweight |
| 12/19/2025 | ZIM ZIM Integrated Shipping Services | Boost Price Target | $19.00 | $13.30 ➝ $13.70 | Underweight ➝ Underweight |
| 12/19/2025 | WTFC Wintrust Financial | Boost Price Target | $143.00 | $175.00 ➝ $178.00 | Overweight ➝ Overweight |
| 12/19/2025 | WAL Western Alliance Bancorporation | Boost Price Target | $87.00 | $112.00 ➝ $115.00 | Overweight ➝ Overweight |
| 12/19/2025 | PB Prosperity Bancshares | Boost Price Target | $71.00 | $82.00 ➝ $83.00 | Equal Weight ➝ Equal Weight |
| 12/19/2025 | PNFP Pinnacle Financial Partners | Boost Price Target | $100.00 | $125.00 ➝ $135.00 | Overweight ➝ Overweight |
| 12/19/2025 | FIBK First Interstate BancSystem | Boost Price Target | $36.00 | $36.00 ➝ $38.00 | Equal Weight ➝ Equal Weight |
| 12/19/2025 | EWBC East West Bancorp | Boost Price Target | $114.00 | $145.00 ➝ $150.00 | Overweight ➝ Overweight |
| 12/19/2025 | COLB Columbia Banking System | Boost Price Target | $29.00 | $29.00 ➝ $30.00 | Equal Weight ➝ Equal Weight |
| 12/19/2025 | BOKF BOK Financial | Boost Price Target | $119.00 | $120.00 ➝ $125.00 | Equal Weight ➝ Equal Weight |
| 12/19/2025 | BKU BankUnited | Boost Price Target | $45.00 | $43.00 ➝ $47.00 | Equal Weight ➝ Equal Weight |
| 12/19/2025 | BANC Banc of California | Boost Price Target | $20.00 | $21.00 ➝ $25.00 | Overweight ➝ Overweight |
| 12/19/2025 | VLRS Controladora Vuela Compania de Aviacion | Upgrade | $9.00 | $9.00 ➝ $11.00 | Equal Weight ➝ Overweight |
| 12/19/2025 | SSB SouthState Bank | Lower Price Target | $97.00 | $125.00 ➝ $122.00 | Overweight ➝ Overweight |
| 12/19/2025 | FLG Flagstar Bank, National Association | Boost Price Target | $13.00 | $14.00 ➝ $15.00 | Overweight ➝ Overweight |
| 12/19/2025 | CFR Cullen/Frost Bankers | Lower Price Target | $129.00 | $145.00 ➝ $140.00 | Equal Weight ➝ Equal Weight |
| 12/19/2025 | SNV Synovus Financial | Boost Price Target | $52.00 | $65.00 ➝ $70.00 | Overweight ➝ Overweight |
| 12/18/2025 | PECO Phillips Edison & Company, Inc. | Boost Price Target | $36.00 | $40.00 ➝ $42.00 | Equal Weight ➝ Equal Weight |
| 12/18/2025 | LEN Lennar | Lower Price Target | $107.00 | $98.00 ➝ $88.00 | Underweight ➝ Underweight |
| 12/18/2025 | JBL Jabil | Boost Price Target | $226.00 | $267.00 ➝ $283.00 | Overweight ➝ Overweight |
| 12/18/2025 | MU Micron Technology | Boost Price Target | $267.00 | $240.00 ➝ $275.00 | Overweight ➝ Overweight |
| 12/18/2025 | EVGGF Evolution AB (publ) | Downgrade | $67.00 | | Underweight |
| 12/18/2025 | VLRS Controladora Vuela Compania de Aviacion | Boost Price Target | $9.00 | $7.00 ➝ $9.00 | Equal Weight ➝ Equal Weight |
| 12/17/2025 | XNCR Xencor | Boost Price Target | $16.00 | $23.00 ➝ $26.00 | Overweight ➝ Overweight |
| 12/17/2025 | SRRK Scholar Rock | Boost Price Target | $44.00 | $45.00 ➝ $52.00 | Overweight ➝ Overweight |
| 12/17/2025 | PTGX Protagonist Therapeutics | Boost Price Target | $85.00 | $88.00 ➝ $108.00 | Overweight ➝ Overweight |
| 12/17/2025 | JANX Janux Therapeutics | Lower Price Target | $14.00 | $48.00 ➝ $29.00 | Overweight ➝ Overweight |
| 12/17/2025 | IOVA Iovance Biotherapeutics | Boost Price Target | $3.00 | $9.00 ➝ $10.00 | Overweight ➝ Overweight |
| 12/17/2025 | SLB SLB | Lower Price Target | $38.00 | $48.00 ➝ $47.00 | Neutral ➝ Neutral |
| 12/17/2025 | PUMP ProPetro | Reiterated Rating | $9.00 | | Neutral ➝ Neutral |
| 12/17/2025 | NOV NOV | Boost Price Target | $16.00 | $13.00 ➝ $15.00 | Underweight ➝ Underweight |
| 12/17/2025 | NBR Nabors Industries | Set Price Target | $51.00 | $45.00 ➝ $50.00 | Neutral ➝ Neutral |
| 12/17/2025 | LBRT Liberty Energy | Boost Price Target | $17.00 | $14.00 ➝ $17.00 | Equal Weight ➝ Equal Weight |
| 12/17/2025 | HP Helmerich & Payne | Boost Price Target | $28.00 | $29.00 ➝ $36.00 | Neutral ➝ Neutral |
| 12/17/2025 | WHD Cactus | Boost Price Target | $45.00 | $51.00 ➝ $56.00 | Neutral ➝ Neutral |
| 12/17/2025 | CCCC C4 Therapeutics | Lower Price Target | $2.00 | $10.00 ➝ $5.00 | Overweight ➝ Overweight |
| 12/17/2025 | ARVN Arvinas | Boost Price Target | $12.00 | $16.00 ➝ $18.00 | Overweight ➝ Overweight |
| 12/17/2025 | ANAB AnaptysBio | Lower Price Target | $49.00 | $70.00 ➝ $55.00 | Overweight ➝ Overweight |
| 12/17/2025 | WH Wyndham Hotels & Resorts | Lower Price Target | $79.00 | $95.00 ➝ $94.00 | Overweight ➝ Overweight |
| 12/17/2025 | RCL Royal Caribbean Cruises | Lower Price Target | $294.00 | $342.00 ➝ $324.00 | Overweight ➝ Overweight |
| 12/17/2025 | NCLH Norwegian Cruise Line | Lower Price Target | $23.00 | $28.00 ➝ $23.00 | Overweight ➝ Overweight |
| 12/17/2025 | FLUT Flutter Entertainment | Lower Price Target | $224.00 | $325.00 ➝ $307.00 | Overweight ➝ Overweight |
| 12/17/2025 | CCL Carnival | Lower Price Target | $31.00 | $37.00 ➝ $36.00 | Overweight ➝ Overweight |
| 12/17/2025 | AWK American Water Works | Lower Price Target | $132.00 | $134.00 ➝ $122.00 | Underweight ➝ Underweight |
| 12/17/2025 | MGM MGM Resorts International | Set Price Target | $38.00 | $42.00 ➝ $38.00 | Overweight ➝ Equal Weight |
| 12/17/2025 | BALY Bally's | Set Price Target | $18.00 | $11.00 | Equal Weight ➝ Underweight |
| 12/17/2025 | WTRG Essential Utilities | Set Price Target | $38.00 | $43.00 ➝ $38.00 | Overweight ➝ Underweight |
| 12/17/2025 | HWC Hancock Whitney | Initiated Coverage | $65.00 | $76.00 | Overweight |
| 12/17/2025 | EBC Eastern Bankshares | Initiated Coverage | $19.00 | $22.00 | Equal Weight |
| 12/17/2025 | AERO Grupo Aeromexico | Initiated Coverage | $21.00 | $27.00 | Overweight |
| 12/17/2025 | H Hyatt Hotels | Upgrade | $165.00 | $161.00 ➝ $200.00 | Equal Weight ➝ Overweight |
| 12/17/2025 | TNL Travel + Leisure | Set Price Target | $72.00 | $63.00 ➝ $70.00 | Underweight ➝ Equal Weight |
| 12/17/2025 | SMMT Summit Therapeutics | Upgrade | $18.00 | $16.00 ➝ $18.00 | Underweight ➝ Equal Weight |
| 12/17/2025 | ASML ASML | Reiterated Rating | $1,059.00 | | Neutral |
| 12/17/2025 | INDB Independent Bank | Initiated Coverage | $77.00 | $80.00 | Equal Weight |
| 12/17/2025 | D Dominion Energy | Boost Price Target | $60.00 | $63.00 ➝ $64.00 | Overweight ➝ Overweight |
| 12/17/2025 | CLDX Celldex Therapeutics | Boost Price Target | $26.00 | $21.00 ➝ $24.00 | Underweight ➝ Underweight |
| 12/17/2025 | WFRD Weatherford International | Boost Price Target | $78.00 | $81.00 ➝ $111.00 | Overweight ➝ Overweight |
| 12/17/2025 | PUMP ProPetro | Boost Price Target | $9.00 | $10.00 ➝ $11.00 | Equal Weight ➝ Equal Weight |
| 12/17/2025 | MAR Marriott International | Boost Price Target | $310.00 | $274.00 ➝ $276.00 | Equal Weight ➝ Equal Weight |
| 12/17/2025 | WTRG Essential Utilities | Downgrade | $38.00 | $43.00 ➝ $38.00 | Overweight ➝ Underweight |
| 12/17/2025 | AERO Grupo Aeromexico | Initiated Coverage | $21.00 | $27.00 | Overweight |
| 12/17/2025 | BALY Bally's | Downgrade | $18.00 | $11.00 | Equal Weight ➝ Underweight |
| 12/17/2025 | EBC Eastern Bankshares | Initiated Coverage | $19.00 | $22.00 | Equal Weight |
| 12/17/2025 | HWC Hancock Whitney | Initiated Coverage | $65.00 | $76.00 | Overweight |
| 12/17/2025 | MGM MGM Resorts International | Downgrade | $38.00 | $42.00 ➝ $38.00 | Overweight ➝ Equal Weight |
| 12/16/2025 | PONY Pony AI | Initiated Coverage | $16.00 | $15.00 | Equal Weight |
| 12/16/2025 | UNP Union Pacific | Reiterated Rating | $234.00 | $270.00 ➝ $285.00 | Overweight ➝ Overweight |
| 12/16/2025 | NSC Norfolk Southern | Boost Price Target | $291.00 | $320.00 ➝ $340.00 | Overweight ➝ Overweight |
| 12/16/2025 | WEC WEC Energy Group | Lower Price Target | $105.00 | $110.00 ➝ $105.00 | Underweight ➝ Underweight |
| 12/16/2025 | PHR Phreesia | Lower Price Target | $17.00 | $26.00 ➝ $24.00 | Overweight ➝ Overweight |
| 12/16/2025 | CHRW C.H. Robinson Worldwide | Upgrade | $167.00 | $145.00 ➝ $200.00 | Equal Weight ➝ Overweight |
| 12/16/2025 | LUV Southwest Airlines | Upgrade | $41.00 | $34.00 ➝ $56.00 | Equal Weight ➝ Overweight |
| 12/16/2025 | FDX FedEx | Boost Price Target | $288.00 | $320.00 ➝ $360.00 | Overweight ➝ Overweight |
| 12/16/2025 | HAL Halliburton | Boost Price Target | $28.00 | $25.00 ➝ $30.00 | Equal Weight ➝ Equal Weight |
| 12/16/2025 | PONY Pony AI | Upgrade | $16.00 | | Hold |
| 12/15/2025 | RH RH | Lower Price Target | $170.00 | $385.00 ➝ $283.00 | Overweight ➝ Overweight |
| 12/15/2025 | TWST Twist Bioscience | Boost Price Target | $32.00 | $37.00 ➝ $39.00 | Overweight ➝ Overweight |
| 12/15/2025 | RVTY Revvity | Boost Price Target | $96.00 | $105.00 ➝ $115.00 | Overweight ➝ Overweight |
| 12/15/2025 | QGEN Qiagen | Reiterated Rating | $46.00 | $53.00 ➝ $55.00 | Overweight ➝ Overweight |
| 12/15/2025 | RGEN Repligen | Boost Price Target | $162.00 | $175.00 ➝ $200.00 | Overweight ➝ Overweight |
| 12/15/2025 | NTRA Natera | Boost Price Target | $231.00 | $230.00 ➝ $270.00 | Overweight ➝ Overweight |
| 12/15/2025 | MEDP Medpace | Boost Price Target | $569.00 | $485.00 ➝ $525.00 | Underweight ➝ Underweight |
| 12/15/2025 | IQV IQVIA | Set Price Target | $222.00 | $230.00 | |
| 12/15/2025 | ILMN Illumina | Boost Price Target | $134.00 | $100.00 ➝ $110.00 | Underweight ➝ Underweight |
| 12/15/2025 | ICLR Icon | Boost Price Target | $176.00 | $185.00 ➝ $200.00 | Equal Weight ➝ Equal Weight |
| 12/15/2025 | GH Guardant Health | Boost Price Target | $99.00 | $85.00 ➝ $120.00 | Overweight ➝ Overweight |
| 12/15/2025 | CRL Charles River Laboratories International | Boost Price Target | $197.00 | $210.00 ➝ $215.00 | Overweight ➝ Overweight |
| 12/15/2025 | CERT Certara | Lower Price Target | $9.00 | $14.00 ➝ $13.00 | Overweight ➝ Overweight |
| 12/15/2025 | BRKR Bruker | Boost Price Target | $47.00 | $45.00 ➝ $55.00 | Overweight ➝ Overweight |
| 12/15/2025 | TXG 10x Genomics | Boost Price Target | $16.00 | $17.00 ➝ $22.00 | Overweight ➝ Overweight |
| 12/15/2025 | FTRE Fortrea | Set Price Target | $18.00 | $10.00 ➝ $15.00 | Underweight ➝ Equal Weight |
| 12/15/2025 | A Agilent Technologies | Upgrade | $137.00 | $165.00 | Equal Weight ➝ Overweight |
