| Date | Company Name | Action | Current
Price | Price
Target | Rating |
|---|
| 12/4/2025 | PRVA Privia Health Group | Reiterated Rating | $24.00 | $32.00 | Overweight ➝ Overweight |
| 12/3/2025 | CASY Casey's General Stores | Boost Price Target | $563.00 | $570.00 ➝ $600.00 | Overweight ➝ Overweight |
| 11/24/2025 | PYXS Pyxis Oncology | Boost Price Target | $4.00 | $5.00 ➝ $8.00 | Overweight ➝ Overweight |
| 11/24/2025 | GFF Griffon | Boost Price Target | $73.00 | $90.00 ➝ $92.00 | Overweight ➝ Overweight |
| 11/20/2025 | XYZ Block | Reiterated Rating | $62.00 | $95.00 | Overweight ➝ Overweight |
| 11/20/2025 | PANW Palo Alto Networks | Boost Price Target | $196.00 | $205.00 ➝ $215.00 | Equal Weight ➝ Equal Weight |
| 11/17/2025 | IMNM Immunome | Boost Price Target | $20.00 | $25.00 ➝ $33.00 | Overweight ➝ Overweight |
| 11/17/2025 | OPRX OptimizeRx | Lower Price Target | $15.00 | $20.00 ➝ $17.00 | Equal Weight ➝ Equal Weight |
| 11/14/2025 | ARDT Ardent Health | Lower Price Target | $9.00 | $21.00 ➝ $17.00 | Overweight ➝ Overweight |
| 11/14/2025 | AMRZ Amrize | Initiated Coverage | $53.00 | $60.00 | Overweight |
| 11/14/2025 | FAF First American Financial | Initiated Coverage | $65.00 | | Equal Weight |
| 11/14/2025 | FNF Fidelity National Financial | Initiated Coverage | $58.00 | | Overweight |
| 11/13/2025 | NTRA Natera | Boost Price Target | $242.00 | $197.00 ➝ $235.00 | Overweight ➝ Overweight |
| 11/13/2025 | EVH Evolent Health | Upgrade | $4.00 | $7.00 | Equal Weight ➝ Overweight |
| 11/12/2025 | OSUR OraSure Technologies | Lower Price Target | $3.00 | $3.50 ➝ $3.00 | Equal Weight ➝ Equal Weight |
| 11/11/2025 | KOS Kosmos Energy | Initiated Coverage | $1.00 | $1.75 | Equal Weight |
| 11/11/2025 | SIG Signet Jewelers | Initiated Coverage | $85.00 | $150.00 | Overweight |
| 11/10/2025 | PACB Pacific Biosciences of California | Boost Price Target | $3.00 | $1.80 ➝ $2.00 | Overweight ➝ Overweight |
| 11/10/2025 | ARVN Arvinas | Boost Price Target | $13.00 | $14.00 ➝ $15.00 | Overweight ➝ Overweight |
| 11/10/2025 | WK Workiva | Boost Price Target | $92.00 | $96.00 ➝ $100.00 | Overweight ➝ Overweight |
| 11/10/2025 | NBHC National Bank | Upgrade | $39.00 | $42.00 | Equal Weight ➝ Overweight |
| 11/10/2025 | FSBC Five Star Bancorp | Downgrade | $35.00 | $37.00 | Overweight ➝ Equal Weight |
| 11/7/2025 | PZZA Papa John's International | Lower Price Target | $42.00 | $50.00 ➝ $49.00 | Overweight ➝ Overweight |
| 11/7/2025 | TXRH Texas Roadhouse | Lower Price Target | $167.00 | $175.00 ➝ $168.00 | Equal Weight ➝ Equal Weight |
| 11/6/2025 | ARCB ArcBest | Downgrade | $70.00 | $72.00 | Overweight ➝ Equal Weight |
| 11/6/2025 | APA APA | Boost Price Target | $27.00 | $22.00 ➝ $23.00 | Equal Weight ➝ Equal Weight |
| 11/5/2025 | DCTH Delcath Systems | Lower Price Target | $10.00 | $25.00 ➝ $18.00 | Overweight ➝ Overweight |
| 11/5/2025 | ENSG The Ensign Group | Boost Price Target | $178.00 | $185.00 ➝ $200.00 | Overweight ➝ Overweight |
| 11/5/2025 | RUSHA Rush Enterprises | Lower Price Target | $55.00 | $60.00 ➝ $55.00 | Overweight ➝ Overweight |
| 11/5/2025 | INGR Ingredion | Lower Price Target | $108.00 | $140.00 ➝ $120.00 | Equal Weight ➝ Equal Weight |
| 11/5/2025 | MATX Matson | Boost Price Target | $114.00 | $160.00 ➝ $180.00 | Overweight ➝ Overweight |
| 11/5/2025 | UPST Upstart | Lower Price Target | $47.00 | $55.00 ➝ $40.00 | Equal Weight ➝ Equal Weight |
| 11/5/2025 | PCTY Paylocity | Lower Price Target | $146.00 | $200.00 ➝ $170.00 | Equal Weight ➝ Equal Weight |
| 11/5/2025 | PTLO Portillo's | Lower Price Target | $5.00 | $8.00 ➝ $6.00 | Equal Weight ➝ Equal Weight |
| 11/4/2025 | WING Wingstop | Reiterated Rating | $263.00 | $375.00 | Overweight ➝ Overweight |
| 11/3/2025 | TWST Twist Bioscience | Initiated Coverage | $33.00 | $41.00 | Overweight |
| 11/3/2025 | ITRI Itron | Upgrade | $99.00 | $130.00 | Equal Weight ➝ Overweight |
| 11/3/2025 | TWST Twist Bioscience | Initiated Coverage | $33.00 | $41.00 | Overweight |
| 11/3/2025 | BLDR Builders FirstSource | Lower Price Target | $111.00 | $140.00 ➝ $137.00 | |
| 10/31/2025 | FFWM First Foundation | Upgrade | $6.00 | | Underperform ➝ Overweight |
| 10/31/2025 | FFWM First Foundation | Upgrade | $6.00 | | Hold ➝ Strong-Buy |
| 10/30/2025 | CHRW C.H. Robinson Worldwide | Set Price Target | $158.00 | $173.00 | |
| 10/30/2025 | CMG Chipotle Mexican Grill | Lower Price Target | $34.00 | $48.00 ➝ $35.00 | Equal Weight ➝ Equal Weight |
| 10/30/2025 | CHRW C.H. Robinson Worldwide | Upgrade | $158.00 | | Equal Weight ➝ Overweight |
| 10/30/2025 | FISV Fiserv | Downgrade | $66.00 | $80.00 | Overweight ➝ Equal Weight |
| 10/30/2025 | ODFL Old Dominion Freight Line | Lower Price Target | $154.00 | $162.00 ➝ $156.00 | Overweight ➝ Overweight |
| 10/30/2025 | CBNK Capital Bancorp | Lower Price Target | $28.00 | $40.00 ➝ $37.00 | Overweight ➝ Overweight |
| 10/30/2025 | PB Prosperity Bancshares | Boost Price Target | $70.00 | $77.00 ➝ $81.00 | Overweight ➝ Overweight |
| 10/29/2025 | CAKE Cheesecake Factory | Lower Price Target | $48.00 | $70.00 ➝ $64.00 | Overweight ➝ Overweight |
| 10/29/2025 | UPS United Parcel Service | Upgrade | $95.00 | | Hold |
| 10/28/2025 | CNTA Centessa Pharmaceuticals | Initiated Coverage | $30.00 | $35.00 | Overweight |
| 10/28/2025 | TCBX Third Coast Bancshares | Boost Price Target | $39.00 | $45.00 ➝ $46.00 | Overweight ➝ Overweight |
| 10/28/2025 | CUBI Customers Bancorp | Boost Price Target | $71.00 | $62.00 ➝ $68.00 | Equal Weight ➝ Equal Weight |
| 10/28/2025 | CFLT Confluent | Boost Price Target | $23.00 | $25.00 ➝ $29.00 | Overweight ➝ Overweight |
| 10/28/2025 | CADE Cadence Bank | Downgrade | $42.00 | | Overweight ➝ Equal Weight |
| 10/28/2025 | CADL Candel Therapeutics | Upgrade | $5.00 | | Strong-Buy |
| 10/28/2025 | CNTA Centessa Pharmaceuticals | Initiated Coverage | $30.00 | $35.00 | Overweight |
| 10/28/2025 | MOFG MidWestOne Financial Group | Downgrade | $41.00 | | Strong-Buy ➝ Hold |
| 10/27/2025 | CADL Candel Therapeutics | Initiated Coverage | $5.00 | $15.00 | Overweight |
| 10/27/2025 | NCNO nCino | Upgrade | $24.00 | | Hold ➝ Overweight |
| 10/27/2025 | MCW Mister Car Wash | Upgrade | $5.00 | $7.50 ➝ $6.25 | Equal Weight ➝ Overweight |
| 10/27/2025 | HTH Hilltop | Boost Price Target | $35.00 | $35.00 ➝ $36.00 | Equal Weight ➝ Equal Weight |
| 10/27/2025 | HTBK Heritage Commerce | Boost Price Target | $11.00 | $11.00 ➝ $12.00 | Overweight ➝ Overweight |
| 10/27/2025 | HCA HCA Healthcare | Boost Price Target | $488.00 | $450.00 ➝ $500.00 | Overweight ➝ Overweight |
| 10/27/2025 | SSB SouthState Bank | Lower Price Target | $92.00 | $115.00 ➝ $110.00 | Overweight ➝ Overweight |
| 10/24/2025 | APA APA | Lower Price Target | $27.00 | $24.00 ➝ $22.00 | Equal Weight ➝ Equal Weight |
| 10/22/2025 | HOLX Hologic | Downgrade | $75.00 | $78.00 ➝ $76.00 | Overweight ➝ Equal Weight |
| 10/21/2025 | CTRA Coterra Energy | Lower Price Target | $27.00 | $34.00 ➝ $33.00 | Overweight ➝ Overweight |
| 10/20/2025 | WING Wingstop | Reiterated Rating | $263.00 | $375.00 | Overweight ➝ Overweight |
| 10/17/2025 | ORCL Oracle | Boost Price Target | $214.00 | $208.00 ➝ $331.00 | Equal Weight ➝ Equal Weight |
| 10/17/2025 | BG Bunge Global | Boost Price Target | $94.00 | $85.00 ➝ $115.00 | Overweight ➝ Overweight |
| 10/17/2025 | SNV Synovus Financial | Lower Price Target | $50.00 | $54.00 ➝ $51.00 | Equal Weight ➝ Equal Weight |
| 10/17/2025 | PNFP Pinnacle Financial Partners | Lower Price Target | $95.00 | $104.00 ➝ $97.00 | Equal Weight ➝ Equal Weight |
| 10/17/2025 | TFIN Triumph Financial | Boost Price Target | $61.00 | $53.00 ➝ $59.00 | Equal Weight ➝ Equal Weight |
| 10/17/2025 | HBAN Huntington Bancshares | Boost Price Target | $17.00 | $18.00 ➝ $19.00 | |
| 10/16/2025 | CFG Citizens Financial Group | Reiterated Rating | $56.00 | $60.00 | Overweight ➝ Overweight |
| 10/16/2025 | JBHT J.B. Hunt Transport Services | Reiterated Rating | $188.00 | $180.00 | Overweight ➝ Overweight |
| 10/16/2025 | FISV Fiserv | Lower Price Target | $66.00 | $180.00 ➝ $160.00 | Overweight ➝ Overweight |
| 10/16/2025 | FIS Fidelity National Information Services | Lower Price Target | $65.00 | $100.00 ➝ $90.00 | Overweight ➝ Overweight |
| 10/14/2025 | FDX FedEx | Reiterated Rating | $274.00 | $260.00 | Overweight |
| 10/14/2025 | FITB Fifth Third Bancorp | Set Price Target | $45.00 | $49.00 ➝ $52.00 | Equal Weight ➝ Overweight |
| 10/14/2025 | RF Regions Financial | Reiterated Rating | $26.00 | $30.00 ➝ $27.00 | Overweight ➝ Equal Weight |
| 10/14/2025 | FITB Fifth Third Bancorp | Upgrade | $45.00 | $49.00 ➝ $52.00 | Equal Weight ➝ Overweight |
| 10/14/2025 | RF Regions Financial | Reiterated Rating | $26.00 | $30.00 ➝ $27.00 | Overweight ➝ Equal Weight |
| 10/13/2025 | TXRH Texas Roadhouse | Set Price Target | $167.00 | $175.00 | |
| 10/13/2025 | CAKE Cheesecake Factory | Set Price Target | $48.00 | $70.00 | |
| 10/13/2025 | PZZA Papa John's International | Set Price Target | $42.00 | $50.00 | |
| 10/13/2025 | PTLO Portillo's | Set Price Target | $5.00 | $8.00 | |
| 10/13/2025 | WING Wingstop | Set Price Target | $263.00 | $375.00 | |
| 10/9/2025 | CRWD CrowdStrike | Boost Price Target | $513.00 | $525.00 ➝ $590.00 | Overweight ➝ Overweight |
| 10/9/2025 | PNTG The Pennant Group | Reiterated Rating | $29.00 | $40.00 | Overweight ➝ Overweight |
| 10/8/2025 | CASY Casey's General Stores | Reiterated Rating | $563.00 | $570.00 | Overweight ➝ Overweight |
| 10/7/2025 | FITB Fifth Third Bancorp | Boost Price Target | $45.00 | $47.00 ➝ $49.00 | |
| 10/7/2025 | KMX CarMax | Downgrade | $39.00 | $53.00 ➝ $42.00 | Overweight ➝ Equal Weight |
| 10/7/2025 | ITRI Itron | Reiterated Rating | $99.00 | $130.00 | Equal Weight ➝ Equal Weight |
| 10/7/2025 | PAYX Paychex | Upgrade | $112.00 | | Hold |
| 10/6/2025 | PAYX Paychex | Initiated Coverage | $112.00 | $135.00 | Equal Weight |
| 10/6/2025 | CSX CSX | Boost Price Target | $36.00 | $39.00 ➝ $41.00 | Overweight ➝ Overweight |
| 9/30/2025 | DORM Dorman Products | Initiated Coverage | $126.00 | $185.00 | Overweight |
| 9/29/2025 | DORM Dorman Products | Upgrade | $126.00 | | Strong-Buy |
