| Date | Company Name | Action | Current
Price | Price
Target | Rating |
|---|
| 7/30/2026 | CBZ CBIZ | Downgrade | $55.00 | $55.00 | Market Outperform ➝ Market Perform |
| 6/30/2026 | MFPVV Midera Food Processing | Initiated Coverage | $35.00 | $50.00 | Market Outperform |
| 6/9/2026 | PRM Perimeter Solutions | Initiated Coverage | $31.00 | $48.00 | Market Outperform |
| 5/27/2026 | VRRM Verra Mobility | Downgrade | $5.00 | $10.00 | Market Outperform ➝ Market Perform |
| 5/6/2026 | SMCI Super Micro Computer | Upgrade | $28.00 | | Market Underperform ➝ Market Perform |
| 3/27/2026 | BVS Bioventus | Initiated Coverage | $13.00 | $14.00 | Market Outperform |
| 3/20/2026 | SMCI Super Micro Computer | Reiterated Rating | $28.00 | | Market Perform ➝ Market Underperform |
| 3/11/2026 | GLDD Great Lakes Dredge & Dock | Reiterated Rating | $17.00 | | Market Outperform ➝ Market Perform |
| 2/26/2026 | FSS Federal Signal | Upgrade | $125.00 | $140.00 | Market Perform ➝ Market Outperform |
| 2/25/2026 | THR Thermon Group | Downgrade | $61.00 | | Outperform ➝ Market Perform |
| 1/27/2026 | CODI Compass Diversified | Upgrade | $10.00 | | Outperform |
| 12/12/2025 | BWXT BWX Technologies | Upgrade | $169.00 | | Strong-Buy |
| 12/11/2025 | CODI Compass Diversified | Upgrade | $10.00 | | Hold |
| 12/11/2025 | ACVA ACV Auctions | Upgrade | $7.00 | | Strong-Buy |
| 12/11/2025 | TTI Tetra Technologies | Initiated Coverage | $8.00 | $11.50 | Outperform |
| 12/11/2025 | BV BrightView | Upgrade | $13.00 | | Strong-Buy |
| 12/11/2025 | GLDD Great Lakes Dredge & Dock | Upgrade | $17.00 | | Strong-Buy |
| 12/11/2025 | FOXF Fox Factory | Upgrade | $18.00 | | Strong-Buy |
| 12/11/2025 | CMCO Columbus McKinnon | Upgrade | $19.00 | | Strong-Buy |
| 12/11/2025 | NVRI Enviri | Upgrade | $22.00 | | Hold |
| 12/11/2025 | HELE Helen of Troy | Upgrade | $28.00 | | Strong-Buy |
| 12/11/2025 | DLX Deluxe | Upgrade | $26.00 | | Hold |
| 12/11/2025 | ESI Element Solutions | Upgrade | $37.00 | | Strong-Buy |
| 12/11/2025 | CENTA Central Garden & Pet | Upgrade | $38.00 | | Strong-Buy |
| 12/11/2025 | CENT Central Garden & Pet | Upgrade | $43.00 | | Strong-Buy |
| 12/11/2025 | BTSG BrightSpring Health Services | Upgrade | $60.00 | | Strong-Buy |
| 12/11/2025 | BBSI Barrett Business Services | Upgrade | $39.00 | | Strong-Buy |
| 12/11/2025 | CPRT Copart | Upgrade | $29.00 | | Strong-Buy |
| 12/11/2025 | APG APi Group | Upgrade | $40.00 | | Strong-Buy |
| 12/11/2025 | CDRE Cadre | Upgrade | $31.00 | | Strong-Buy |
| 12/11/2025 | DFIN Donnelley Financial Solutions | Upgrade | $47.00 | | Strong-Buy |
| 12/11/2025 | CXT Crane NXT | Upgrade | $52.00 | | Strong-Buy |
| 12/11/2025 | ROCK Gibraltar Industries | Upgrade | $42.00 | | Strong-Buy |
| 12/11/2025 | ATRO Astronics | Upgrade | $69.00 | | Strong-Buy |
| 12/11/2025 | CBZ CBIZ | Upgrade | $55.00 | | Strong-Buy |
| 12/11/2025 | HLIO Helios Technologies | Upgrade | $78.00 | | Strong-Buy |
| 12/11/2025 | ATKR Atkore | Upgrade | $73.00 | | Strong-Buy |
| 12/11/2025 | GFF Griffon | Upgrade | $86.00 | | Strong-Buy |
| 12/11/2025 | HAE Haemonetics | Upgrade | $86.00 | | Strong-Buy |
| 12/11/2025 | SKY Champion Homes | Upgrade | $80.00 | | Strong-Buy |
| 12/11/2025 | BCPC Balchem | Upgrade | $168.00 | | Strong-Buy |
| 12/11/2025 | ALG Alamo Group | Upgrade | $159.00 | | Strong-Buy |
| 12/11/2025 | CR Crane | Upgrade | $214.00 | | Strong-Buy |
| 12/11/2025 | ESE ESCO Technologies | Upgrade | $315.00 | | Strong-Buy |
| 12/11/2025 | CLH Clean Harbors | Upgrade | $313.00 | | Strong-Buy |
| 12/11/2025 | HEI.A Heico | Upgrade | $257.00 | | Strong-Buy |
| 12/11/2025 | CSW CSW Industrials | Upgrade | $319.00 | | Strong-Buy |
| 12/11/2025 | AGX Argan | Upgrade | $570.00 | | Hold |
| 12/11/2025 | CVCO Cavco Industries | Upgrade | $547.00 | | Strong-Buy |
| 12/10/2025 | NEOG Neogen | Upgrade | $12.00 | $10.00 | Market Perform ➝ Outperform |
| 12/10/2025 | BBW Build-A-Bear Workshop | Initiated Coverage | $34.00 | $70.00 | Market Outperform |
| 11/11/2025 | LEGH Legacy Housing | Downgrade | $26.00 | | Market Outperform ➝ Market Perform |
| 9/29/2025 | NEOG Neogen | Initiated Coverage | $12.00 | $10.00 | Market Perform |
| 9/29/2025 | NEOG Neogen | Initiated Coverage | $12.00 | $10.00 | Market Perform |
| 9/24/2025 | WOR Worthington Enterprises | Upgrade | $56.00 | $64.00 | Market Perform ➝ Outperform |
| 9/16/2025 | ERII Energy Recovery | Initiated Coverage | $9.00 | $19.00 | Market Outperform |
| 9/16/2025 | ERII Energy Recovery | Initiated Coverage | $9.00 | $19.00 | Market Outperform |
| 9/15/2025 | WW WW International | Initiated Coverage | $14.00 | | Market Perform |
| 8/18/2025 | NVTS Navitas Semiconductor | Downgrade | $11.00 | | Outperform ➝ Market Perform |
| 7/31/2025 | FSS Federal Signal | Reiterated Rating | $125.00 | $125.00 | Outperform ➝ Market Perform |
| 6/10/2025 | SXT Sensient Technologies | Initiated Coverage | $124.00 | $95.00 | Market Perform |
| 5/19/2025 | STZ Constellation Brands | Lower Price Target | $130.00 | $196.00 ➝ $194.00 | |
| 4/11/2025 | PLD Prologis | Lower Price Target | $145.00 | $140.00 ➝ $117.00 | |
| 4/1/2025 | DBD Diebold Nixdorf | Upgrade | $74.00 | | Strong-Buy |
| 4/1/2025 | HWKN Hawkins | Initiated Coverage | $128.00 | $125.00 | Market Outperform |
| 3/14/2025 | EPAC Enerpac Tool Group | Initiated Coverage | $36.00 | $53.00 | Outperform |
| 2/28/2025 | AAON AAON | Upgrade | $89.00 | $110.00 | Market Perform ➝ Outperform |
| 2/12/2025 | LCII LCI Industries | Upgrade | $102.00 | $145.00 | Market Perform ➝ Outperform |
| 12/12/2024 | BTSG BrightSpring Health Services | Initiated Coverage | $60.00 | $27.00 | Outperform |
| 12/11/2024 | MGRC McGrath RentCorp | Initiated Coverage | $115.00 | $152.00 | Outperform |
| 12/6/2024 | AGX Argan | Reiterated Rating | $570.00 | $150.00 | Market Outperform ➝ Market Perform |
| 9/13/2024 | DORM Dorman Products | Initiated Coverage | $133.00 | $134.00 | Outperform |
| 9/11/2024 | MOG.A Moog | Initiated Coverage | $388.00 | $220.00 | Outperform |
| 8/7/2024 | NGVT Ingevity | Upgrade | $73.00 | $58.00 | Market Perform ➝ Outperform |
| 6/7/2024 | LEGH Legacy Housing | Initiated Coverage | $26.00 | $33.00 | Outperform |
| 5/7/2024 | BOWL Bowlero | Reiterated Rating | $7.00 | | Market Outperform ➝ Market Perform |
| 4/29/2024 | THR Thermon Group | Initiated Coverage | $61.00 | $42.00 | Outperform |
| 3/20/2024 | UFPT UFP Technologies | Initiated Coverage | $255.00 | $255.00 | Outperform |
| 12/1/2023 | INDI indie Semiconductor | Initiated Coverage | $3.00 | $15.00 | Outperform |
| 11/6/2023 | NGVT Ingevity | Downgrade | $73.00 | $49.00 | Outperform ➝ Market Perform |
| 11/1/2023 | TNC Tennant | Upgrade | $84.00 | $100.00 | Market Perform ➝ Outperform |
| 10/30/2023 | CR Crane | Initiated Coverage | $214.00 | | Outperform |
| 9/19/2023 | STVN Stevanato Group | Initiated Coverage | $20.00 | $36.00 | Outperform |
| 9/19/2023 | USPH U.S. Physical Therapy | Upgrade | $79.00 | | Market Perform ➝ Outperform |
| 8/9/2023 | LCII LCI Industries | Downgrade | $102.00 | | Outperform ➝ Market Perform |
