| Date | Company Name | Action | Current Price | Price Target | Rating |
|---|
| 2/12/2026 | SHOP Shopify | Lower Price Target | $111.00 | $200.00 ➝ $160.00 | Market Outperform ➝ Market Outperform |
| 2/12/2026 | PEGA Pegasystems | Lower Price Target | $41.00 | $78.00 ➝ $58.00 | Market Outperform ➝ Market Outperform |
| 2/12/2026 | AVAV AeroVironment | Reiterated Rating | $235.00 | $400.00 | Market Outperform ➝ Market Outperform |
| 2/12/2026 | VERX Vertex | Lower Price Target | $12.00 | $37.00 ➝ $25.00 | Market Outperform ➝ Market Outperform |
| 2/12/2026 | U Unity Software | Lower Price Target | $20.00 | $50.00 ➝ $37.00 | Market Outperform ➝ Market Outperform |
| 2/11/2026 | TDC Teradata | Boost Price Target | $33.00 | $42.00 ➝ $49.00 | Market Outperform ➝ Market Outperform |
| 2/11/2026 | HOOD Robinhood Markets | Reiterated Rating | $71.00 | $180.00 | Market Outperform ➝ Market Outperform |
| 2/11/2026 | HNGE Hinge Health | Reiterated Rating | $40.00 | $65.00 | Market Outperform ➝ Market Outperform |
| 2/11/2026 | FRSH Freshworks | Lower Price Target | $7.00 | $27.00 ➝ $16.00 | Market Outperform ➝ Market Outperform |
| 2/11/2026 | DDOG Datadog | Reiterated Rating | $126.00 | | Market Perform ➝ Market Perform |
| 2/11/2026 | BL BlackLine | Reiterated Rating | $39.00 | $70.00 | Market Outperform ➝ Market Outperform |
| 2/10/2026 | GTM ZoomInfo Technologies | Downgrade | $6.00 | $6.00 | Market Perform ➝ Mkt Underperform |
| 2/9/2026 | SOFI SoFi Technologies | Upgrade | $19.00 | $30.00 | Market Perform ➝ Outperform |
| 2/9/2026 | TPG TPG | Upgrade | $49.00 | $75.00 | Market Perform ➝ Outperform |
| 2/9/2026 | FRMI Fermi | Initiated Coverage | $9.00 | $30.00 | Market Outperform |
| 2/6/2026 | TRNO Terreno Realty | Boost Price Target | $64.00 | $66.00 ➝ $70.00 | Market Outperform ➝ Market Outperform |
| 2/6/2026 | RBBN Ribbon Communications | Lower Price Target | $2.00 | $6.00 ➝ $4.00 | Market Outperform ➝ Market Outperform |
| 2/6/2026 | PCTY Paylocity | Lower Price Target | $104.00 | $245.00 ➝ $170.00 | Market Outperform ➝ Market Outperform |
| 2/5/2026 | KMPR Kemper | Downgrade | $32.00 | | Outperform ➝ Market Perform |
| 2/5/2026 | ORCL Oracle | Lower Price Target | $156.00 | $342.00 ➝ $285.00 | Market Outperform ➝ Market Outperform |
| 2/5/2026 | GOOGL Alphabet | Reiterated Rating | $309.00 | $385.00 | Market Outperform ➝ Market Outperform |
| 2/5/2026 | AHR American Healthcare REIT | Reiterated Rating | $52.00 | $60.00 | Market Outperform ➝ Market Outperform |
| 2/5/2026 | SNAP Snap | Reiterated Rating | $5.00 | | Market Perform ➝ Market Perform |
| 2/4/2026 | ABNB Airbnb | Upgrade | $116.00 | $160.00 | Market Perform ➝ Outperform |
| 2/4/2026 | PYPL PayPal | Reiterated Rating | $39.00 | | Outperform ➝ Market Perform |
| 2/4/2026 | BKNG Booking | Reiterated Rating | $4,159.00 | | Outperform ➝ Market Perform |
| 2/4/2026 | GLXY Galaxy Digital | Reiterated Rating | $20.00 | $60.00 | Market Outperform ➝ Market Outperform |
| 2/4/2026 | CB Chubb | Reiterated Rating | $332.00 | $350.00 | Market Outperform ➝ Market Outperform |
| 2/4/2026 | AVNW Aviat Networks | Reiterated Rating | $25.00 | $30.00 | Market Outperform ➝ Market Outperform |
| 2/4/2026 | UBER Uber Technologies | Upgrade | $71.00 | $100.00 | Market Perform ➝ Outperform |
| 2/3/2026 | ACAD ACADIA Pharmaceuticals | Reiterated Rating | $22.00 | $34.00 | Market Outperform ➝ Market Outperform |
| 2/2/2026 | STC Stewart Information Services | Initiated Coverage | $69.00 | $80.00 | Market Outperform |
| 2/2/2026 | AMZN Amazon.com | Boost Price Target | $200.00 | $300.00 ➝ $315.00 | Market Outperform ➝ Outperform |
| 1/30/2026 | QNCX Quince Therapeutics | Downgrade | $0.00 | | Market Outperform ➝ Market Perform |
| 1/30/2026 | SAP SAP | Downgrade | $204.00 | | Outperform ➝ Market Perform |
| 1/30/2026 | SMMT Summit Therapeutics | Reiterated Rating | $15.00 | $40.00 | Market Outperform ➝ Market Outperform |
| 1/30/2026 | CRSP CRISPR Therapeutics | Lower Price Target | $49.00 | $86.00 ➝ $80.00 | Market Outperform ➝ Market Outperform |
| 1/30/2026 | BX Blackstone | Reiterated Rating | $130.00 | $195.00 | Market Outperform ➝ Market Outperform |
| 1/29/2026 | BCAX Bicara Therapeutics | Initiated Coverage | $14.00 | $31.00 | Market Perform |
| 1/29/2026 | FTAI FTAI Aviation | Boost Price Target | $275.00 | $230.00 ➝ $325.00 | Market Outperform ➝ Market Outperform |
| 1/29/2026 | ALKT Alkami Technology | Reiterated Rating | $16.00 | $40.00 | Market Outperform ➝ Market Outperform |
| 1/28/2026 | PRAA PRA Group | Downgrade | $11.00 | | Market Outperform ➝ Market Perform |
| 1/28/2026 | EBAY eBay | Reiterated Rating | $79.00 | $115.00 | Market Outperform ➝ Market Outperform |
| 1/28/2026 | ENVA Enova International | Boost Price Target | $149.00 | $180.00 ➝ $182.00 | Market Outperform ➝ Market Outperform |
| 1/23/2026 | TTD Trade Desk | Downgrade | $26.00 | | Outperform ➝ Market Perform |
| 1/23/2026 | RLI RLI | Reiterated Rating | $62.00 | | Market Perform ➝ Market Perform |
| 1/22/2026 | CTRE CareTrust REIT | Upgrade | $40.00 | | Strong-Buy |
| 1/22/2026 | CTRE CareTrust REIT | Initiated Coverage | $40.00 | $44.00 | Market Outperform |
| 1/22/2026 | WIX Wix.com | Lower Price Target | $71.00 | $185.00 ➝ $125.00 | Market Outperform ➝ Market Outperform |
| 1/22/2026 | PMT PennyMac Mortgage Investment Trust | Lower Price Target | $12.00 | $15.50 ➝ $15.00 | Market Outperform ➝ Market Outperform |
| 1/22/2026 | MITT AG Mortgage Investment Trust | Boost Price Target | $8.00 | $8.50 ➝ $9.25 | Market Outperform ➝ Market Outperform |
| 1/22/2026 | CHMI Cherry Hill Mortgage Investment | Boost Price Target | $3.00 | $2.75 ➝ $3.00 | Market Outperform ➝ Market Outperform |
| 1/22/2026 | FLUT Flutter Entertainment | Lower Price Target | $141.00 | $313.00 ➝ $275.00 | Market Outperform ➝ Market Outperform |
| 1/21/2026 | CCS Century Communities | Initiated Coverage | $72.00 | $92.00 | Market Outperform |
| 1/21/2026 | AMH American Homes 4 Rent | Reiterated Rating | $31.00 | $41.00 | Market Outperform ➝ Market Outperform |
| 1/20/2026 | STRO Sutro Biopharma | Upgrade | $16.00 | $23.00 | Market Perform ➝ Market Outperform |
| 1/20/2026 | PGNY Progyny | Upgrade | $21.00 | $30.00 | Market Perform ➝ Outperform |
| 1/20/2026 | ECPG Encore Capital Group | Boost Price Target | $57.00 | $59.00 ➝ $75.00 | Market Outperform ➝ Market Outperform |
| 1/20/2026 | EZPW EZCORP | Boost Price Target | $24.00 | $23.00 ➝ $26.00 | Market Outperform ➝ Market Outperform |
| 1/20/2026 | MDGL Madrigal Pharmaceuticals | Boost Price Target | $474.00 | $527.00 ➝ $745.00 | Market Outperform ➝ Market Outperform |
| 1/16/2026 | CB Chubb | Boost Price Target | $332.00 | $325.00 ➝ $350.00 | Market Outperform ➝ Market Outperform |
| 1/16/2026 | AMSF AMERISAFE | Lower Price Target | $38.00 | $60.00 ➝ $55.00 | Market Outperform ➝ Market Outperform |
| 1/14/2026 | RRR Red Rock Resorts | Boost Price Target | $62.00 | $65.00 ➝ $68.00 | Market Outperform ➝ Market Outperform |
| 1/14/2026 | CHDN Churchill Downs | Boost Price Target | $91.00 | $142.00 ➝ $146.00 | Market Outperform ➝ Market Outperform |
| 1/13/2026 | OPCH Option Care Health | Reiterated Rating | $34.00 | $36.00 ➝ $38.00 | Market Outperform ➝ Market Outperform |
| 1/12/2026 | AMTM Amentum | Boost Price Target | $30.00 | $35.00 ➝ $40.00 | Market Outperform ➝ Market Outperform |
| 1/12/2026 | KTOS Kratos Defense & Security Solutions | Boost Price Target | $87.00 | $105.00 ➝ $125.00 | Market Outperform ➝ Market Outperform |
| 1/12/2026 | GNL Global Net Lease | Boost Price Target | $10.00 | $9.00 ➝ $10.00 | Market Outperform ➝ Market Outperform |
| 1/12/2026 | ZG Zillow Group | Lower Price Target | $44.00 | $90.00 ➝ $85.00 | Market Outperform ➝ Market Outperform |
| 1/12/2026 | SCHW Charles Schwab | Boost Price Target | $95.00 | $110.00 ➝ $120.00 | Market Outperform ➝ Market Outperform |
| 1/12/2026 | SF Stifel Financial | Boost Price Target | $119.00 | $140.00 ➝ $155.00 | Market Outperform ➝ Market Outperform |
| 1/9/2026 | ALLO Allogene Therapeutics | Upgrade | $2.00 | $5.00 | Market Perform ➝ Outperform |
| 1/9/2026 | CFLT Confluent | Downgrade | $31.00 | | Outperform ➝ Market Perform |
| 1/8/2026 | CSGP CoStar Group | Lower Price Target | $45.00 | $100.00 ➝ $78.00 | Market Outperform ➝ Market Outperform |
| 1/8/2026 | CRNX Crinetics Pharmaceuticals | Lower Price Target | $44.00 | $108.00 ➝ $105.00 | Market Outperform ➝ Market Outperform |
| 1/7/2026 | DFH Dream Finders Homes | Upgrade | $20.00 | | Hold |
| 1/7/2026 | MTH Meritage Homes | Initiated Coverage | $77.00 | $90.00 | Market Outperform |
| 1/7/2026 | MHO M/I Homes | Initiated Coverage | $146.00 | $165.00 | Market Outperform |
| 1/7/2026 | LEN Lennar | Reiterated Rating | $121.00 | | Market Outperform ➝ Market Perform |
| 1/7/2026 | DHI D.R. Horton | Reiterated Rating | $164.00 | | Market Outperform ➝ Market Perform |
| 1/7/2026 | DFH Dream Finders Homes | Initiated Coverage | $20.00 | | Market Perform |
| 1/7/2026 | TMHC Taylor Morrison Home | Initiated Coverage | $66.00 | $95.00 | Market Outperform |
| 1/7/2026 | PHM PulteGroup | Initiated Coverage | $139.00 | $145.00 | Market Outperform |
| 1/7/2026 | LGIH LGI Homes | Boost Price Target | $60.00 | $85.00 ➝ $95.00 | Market Outperform ➝ Market Outperform |
| 1/7/2026 | TPH Tri Pointe Homes | Initiated Coverage | $37.00 | $46.00 | Market Outperform |
| 1/7/2026 | TOL Toll Brothers | Initiated Coverage | $162.00 | $175.00 | Market Outperform |
| 1/6/2026 | WLTH LifeGoal Wealth Builder ETF | Initiated Coverage | $7.00 | $20.00 | Outperform |
| 1/6/2026 | EVH Evolent Health | Lower Price Target | $3.00 | $11.00 ➝ $10.00 | Market Outperform ➝ Market Outperform |
| 1/5/2026 | IRWD Ironwood Pharmaceuticals | Upgrade | $5.00 | $8.00 | Market Perform ➝ Market Outperform |
| 1/5/2026 | LIF Life360 | Downgrade | $50.00 | | Market Outperform ➝ Market Perform |
| 1/5/2026 | SRAD Sportradar Group | Lower Price Target | $16.00 | $36.00 ➝ $34.00 | Market Outperform ➝ Market Outperform |
| 1/5/2026 | FLUT Flutter Entertainment | Boost Price Target | $141.00 | $311.00 ➝ $313.00 | Market Outperform ➝ Market Outperform |
| 12/31/2025 | GOOGL Alphabet | Boost Price Target | $309.00 | $340.00 ➝ $385.00 | Market Outperform ➝ Market Outperform |
| 12/30/2025 | TWLO Twilio | Boost Price Target | $110.00 | $165.00 ➝ $185.00 | Market Outperform ➝ Market Outperform |
| 12/29/2025 | DBRG DigitalBridge Group | Downgrade | $15.00 | $16.00 | Market Outperform ➝ Hold |
| 12/23/2025 | NAVN Navan | Reiterated Rating | $10.00 | $25.00 | Market Outperform ➝ Market Outperform |
| 12/23/2025 | CRSP CRISPR Therapeutics | Reiterated Rating | $49.00 | $86.00 | Market Outperform ➝ Market Outperform |
| 12/22/2025 | CYTK Cytokinetics | Boost Price Target | $65.00 | $78.00 ➝ $88.00 | Market Outperform ➝ Market Outperform |
| 12/19/2025 | HOWL Werewolf Therapeutics | Downgrade | $1.00 | | Strong-Buy ➝ Hold |
| 12/19/2025 | SYK Stryker | Upgrade | $366.00 | $440.00 | Market Perform ➝ Outperform |