| Date | Company Name | Action | Current Price | Price Target | Rating |
|---|
| 5/11/2026 | GWW W.W. Grainger | Boost Price Target | $1,228.00 | $1,300.00 ➝ $1,355.00 | Overweight ➝ Overweight |
| 5/8/2026 | GRNT Granite Ridge Resources | Lower Price Target | $5.00 | $12.00 ➝ $11.00 | Overweight ➝ Overweight |
| 5/8/2026 | OPFI OppFi | Boost Price Target | $9.00 | $9.00 ➝ $11.00 | Equal Weight ➝ Equal Weight |
| 5/8/2026 | GPRE Green Plains | Boost Price Target | $17.00 | $18.00 ➝ $20.00 | Overweight ➝ Overweight |
| 5/8/2026 | PZZA Papa John's International | Reiterated Rating | $33.00 | $40.00 | Overweight ➝ Overweight |
| 5/8/2026 | FIS Fidelity National Information Services | Lower Price Target | $42.00 | $85.00 ➝ $65.00 | Overweight ➝ Overweight |
| 5/8/2026 | AFRM Affirm | Boost Price Target | $67.00 | $55.00 ➝ $75.00 | Equal Weight ➝ Equal Weight |
| 5/8/2026 | PCTY Paylocity | Lower Price Target | $110.00 | $160.00 ➝ $120.00 | Equal Weight ➝ Equal Weight |
| 5/8/2026 | IBP Installed Building Products | Lower Price Target | $206.00 | $300.00 ➝ $240.00 | Equal Weight ➝ Equal Weight |
| 5/7/2026 | CPRX Catalyst Pharmaceuticals | Set Price Target | $31.00 | $32.00 | |
| 5/7/2026 | DGII Digi International | Boost Price Target | $63.00 | $55.00 ➝ $65.00 | Overweight ➝ Overweight |
| 5/7/2026 | FTNT Fortinet | Set Price Target | $115.00 | $94.00 ➝ $115.00 | Equal Weight ➝ Equal Weight |
| 5/7/2026 | GPN Global Payments | Set Price Target | $69.00 | $90.00 ➝ $80.00 | Equal Weight ➝ Equal Weight |
| 5/7/2026 | CPRX Catalyst Pharmaceuticals | Downgrade | $31.00 | | Overweight ➝ Equal Weight |
| 5/7/2026 | CGNX Cognex | Boost Price Target | $67.00 | $65.00 ➝ $75.00 | Overweight ➝ Overweight |
| 5/6/2026 | MZTI Marzetti | Lower Price Target | $112.00 | $160.00 ➝ $140.00 | Equal Weight ➝ Equal Weight |
| 5/6/2026 | FWRG First Watch Restaurant Group | Reiterated Rating | $12.00 | $21.00 | Overweight ➝ Overweight |
| 5/6/2026 | EOG EOG Resources | Lower Price Target | $133.00 | $170.00 ➝ $167.00 | |
| 5/5/2026 | RPAY Repay | Downgrade | $3.00 | $7.00 ➝ $3.75 | Overweight ➝ Equal Weight |
| 5/5/2026 | PTLO Portillo's | Reiterated Rating | $4.00 | $6.00 | Equal Weight ➝ Equal Weight |
| 5/5/2026 | CRGY Crescent Energy | Reiterated Rating | $12.00 | $18.00 | Overweight ➝ Overweight |
| 5/5/2026 | BMRC Bank of Marin Bancorp | Reiterated Rating | $26.00 | $26.00 | Overweight ➝ Equal Weight |
| 5/5/2026 | DSGR Distribution Solutions Group | Reiterated Rating | $27.00 | $36.00 | Overweight ➝ Overweight |
| 5/5/2026 | TSN Tyson Foods | Boost Price Target | $67.00 | $65.00 ➝ $70.00 | Equal Weight ➝ Equal Weight |
| 5/5/2026 | RRBI Red River Bancshares | Downgrade | $89.00 | $94.00 | Overweight ➝ Equal Weight |
| 5/5/2026 | RBA RB Global | Reiterated Rating | $104.00 | $96.00 | Equal Weight ➝ Equal Weight |
| 5/5/2026 | CFR Cullen/Frost Bankers | Upgrade | $135.00 | $164.00 | Equal Weight ➝ Overweight |
| 5/4/2026 | HUBB Hubbell | Boost Price Target | $491.00 | $550.00 ➝ $600.00 | Overweight ➝ Overweight |
| 5/4/2026 | BTSG BrightSpring Health Services | Boost Price Target | $55.00 | $53.00 ➝ $64.00 | Overweight ➝ Overweight |
| 5/4/2026 | PRCH Porch Group | Initiated Coverage | $11.00 | $12.00 | Overweight |
| 5/4/2026 | CSGP CoStar Group | Lower Price Target | $33.00 | $50.00 ➝ $42.00 | Overweight ➝ Overweight |
| 5/4/2026 | PAG Penske Automotive Group | Boost Price Target | $173.00 | $155.00 ➝ $160.00 | Equal Weight ➝ Equal Weight |
| 5/4/2026 | THC Tenet Healthcare | Lower Price Target | $192.00 | $275.00 ➝ $260.00 | Overweight ➝ Overweight |
| 5/4/2026 | WCC WESCO International | Boost Price Target | $366.00 | $275.00 ➝ $350.00 | Equal Weight ➝ Equal Weight |
| 5/1/2026 | CBZ CBIZ | Set Price Target | $30.00 | $37.00 | |
| 5/1/2026 | RRBI Red River Bancshares | Reiterated Rating | $89.00 | $101.00 | Overweight ➝ Overweight |
| 5/1/2026 | OPCH Option Care Health | Set Price Target | $20.00 | $30.00 | |
| 5/1/2026 | GNRC Generac | Reiterated Rating | $271.00 | $290.00 | Overweight ➝ Overweight |
| 5/1/2026 | CCB Coastal Financial | Reiterated Rating | $71.00 | $110.00 | Overweight ➝ Overweight |
| 4/30/2026 | CHKP Check Point Software Technologies | Reiterated Rating | $115.00 | $145.00 | Overweight ➝ Overweight |
| 4/30/2026 | TENB Tenable | Lower Price Target | $21.00 | $26.00 ➝ $24.00 | Equal Weight ➝ Equal Weight |
| 4/30/2026 | ODFL Old Dominion Freight Line | Reiterated Rating | $195.00 | $232.00 ➝ $240.00 | Overweight ➝ Overweight |
| 4/30/2026 | PNFP Pinnacle Financial Partners | Boost Price Target | $97.00 | $95.00 ➝ $109.00 | Equal Weight ➝ Equal Weight |
| 4/30/2026 | BUSE First Busey | Boost Price Target | $26.00 | $27.00 ➝ $28.00 | Equal Weight ➝ Equal Weight |
| 4/30/2026 | RUSHA Rush Enterprises | Reiterated Rating | $73.00 | $80.00 ➝ $85.00 | Overweight ➝ Overweight |
| 4/30/2026 | SOFI SoFi Technologies | Lower Price Target | $16.00 | $26.00 ➝ $25.00 | Overweight ➝ Overweight |
| 4/30/2026 | VMC Vulcan Materials | Boost Price Target | $283.00 | $330.00 ➝ $340.00 | Overweight ➝ Overweight |
| 4/30/2026 | CAKE Cheesecake Factory | Boost Price Target | $61.00 | $61.00 ➝ $65.00 | Equal Weight ➝ Equal Weight |
| 4/30/2026 | WING Wingstop | Lower Price Target | $128.00 | $300.00 ➝ $225.00 | Overweight ➝ Overweight |
| 4/30/2026 | CMG Chipotle Mexican Grill | Boost Price Target | $32.00 | $38.00 ➝ $39.00 | Equal Weight ➝ Equal Weight |
| 4/30/2026 | PRG PROG | Boost Price Target | $35.00 | $40.00 ➝ $47.50 | Overweight ➝ Overweight |
| 4/30/2026 | CAKE Cheesecake Factory | Boost Price Target | $61.00 | $61.00 ➝ $65.00 | Equal Weight ➝ Equal Weight |
| 4/30/2026 | CVNA Carvana | Boost Price Target | $76.00 | $86.00 ➝ $97.00 | |
| 4/29/2026 | WSO Watsco | Boost Price Target | $425.00 | $475.00 ➝ $485.00 | Overweight ➝ Overweight |
| 4/29/2026 | GABC German American Bancorp | Boost Price Target | $43.00 | $47.00 ➝ $49.00 | Overweight ➝ Overweight |
| 4/29/2026 | CBC Central Bancompany | Boost Price Target | $27.00 | $28.00 ➝ $30.00 | Overweight ➝ Overweight |
| 4/29/2026 | GBCI Glacier Bancorp | Boost Price Target | $47.00 | $52.00 ➝ $54.00 | Overweight ➝ Overweight |
| 4/29/2026 | FSBC Five Star Bancorp | Boost Price Target | $41.00 | $41.00 ➝ $43.00 | Equal Weight ➝ Equal Weight |
| 4/29/2026 | VRNS Varonis Systems | Boost Price Target | $28.00 | $30.00 ➝ $33.00 | Equal Weight ➝ Equal Weight |
| 4/29/2026 | FSUN FirstSun Capital Bancorp | Lower Price Target | $36.00 | $44.00 ➝ $43.00 | Overweight ➝ Overweight |
| 4/29/2026 | UHS Universal Health Services | Lower Price Target | $168.00 | $235.00 ➝ $205.00 | Equal Weight ➝ Equal Weight |
| 4/28/2026 | BMRC Bank of Marin Bancorp | Reiterated Rating | $26.00 | $26.00 | Overweight ➝ Overweight |
| 4/28/2026 | SSD Simpson Manufacturing | Boost Price Target | $186.00 | $200.00 ➝ $210.00 | Equal Weight ➝ Equal Weight |
| 4/28/2026 | LC LendingClub | Reiterated Rating | $17.00 | $21.00 ➝ $22.50 | Overweight ➝ Overweight |
| 4/28/2026 | UCB United Community Banks | Boost Price Target | $33.00 | $39.00 ➝ $40.00 | Overweight ➝ Overweight |
| 4/28/2026 | SSD Simpson Manufacturing | Boost Price Target | $186.00 | $200.00 ➝ $210.00 | Equal Weight ➝ Equal Weight |
| 4/27/2026 | BFST Business First Bancshares | Set Price Target | $27.00 | $33.00 | |
| 4/27/2026 | FHB First Hawaiian | Set Price Target | $27.00 | $28.00 | |
| 4/27/2026 | WSFS WSFS Financial | Reiterated Rating | $71.00 | $79.00 ➝ $81.00 | Overweight ➝ Overweight |
| 4/27/2026 | FAF First American Financial | Boost Price Target | $68.00 | $81.00 ➝ $84.00 | Overweight ➝ Overweight |
| 4/27/2026 | ABCB Ameris Bancorp | Boost Price Target | $85.00 | $87.00 ➝ $90.00 | Equal Weight ➝ Equal Weight |
| 4/27/2026 | BLDR Builders FirstSource | Lower Price Target | $75.00 | $125.00 ➝ $100.00 | Equal Weight ➝ Equal Weight |
| 4/27/2026 | MZTI Marzetti | Lower Price Target | $112.00 | $180.00 ➝ $160.00 | Equal Weight ➝ Equal Weight |
| 4/27/2026 | HCA HCA Healthcare | Lower Price Target | $427.00 | $560.00 ➝ $530.00 | Overweight ➝ Overweight |
| 4/24/2026 | DKNG DraftKings | Initiated Coverage | $25.00 | | Equal Weight ➝ Overweight |
| 4/24/2026 | OBK Origin Bancorp | Boost Price Target | $46.00 | $49.00 ➝ $54.00 | Overweight ➝ Overweight |
| 4/24/2026 | ENVA Enova International | Boost Price Target | $169.00 | $185.00 ➝ $210.00 | Overweight ➝ Overweight |
| 4/24/2026 | SMBC Southern Missouri Bancorp | Reiterated Rating | $68.00 | $72.00 ➝ $76.00 | Overweight ➝ Overweight |
| 4/24/2026 | UWMC UWM | Initiated Coverage | $3.00 | $4.00 | Equal Weight |
| 4/24/2026 | TCBX Third Coast Bancshares | Lower Price Target | $37.00 | $46.00 ➝ $45.00 | Overweight ➝ Overweight |
| 4/24/2026 | PFSI PennyMac Financial Services | Initiated Coverage | $88.00 | $100.00 | Equal Weight |
| 4/23/2026 | WD Walker & Dunlop | Initiated Coverage | $54.00 | $69.00 | Overweight |
| 4/23/2026 | RKT Rocket Companies | Initiated Coverage | $15.00 | $22.50 | Overweight |
| 4/23/2026 | ONB Old National Bancorp | Boost Price Target | $24.00 | $27.00 ➝ $29.00 | Overweight ➝ Overweight |
| 4/23/2026 | UWMC UWM | Upgrade | $3.00 | | Hold |
| 4/23/2026 | CNNE Cannae | Reiterated Rating | $14.00 | $17.00 | Overweight |
| 4/23/2026 | RKT Rocket Companies | Initiated Coverage | $15.00 | $22.50 | Overweight |
| 4/23/2026 | WD Walker & Dunlop | Initiated Coverage | $54.00 | $69.00 | Overweight |
| 4/23/2026 | SYBT Stock Yards Bancorp | Boost Price Target | $71.00 | $67.00 ➝ $70.00 | Equal Weight ➝ Equal Weight |
| 4/23/2026 | PFSI PennyMac Financial Services | Upgrade | $88.00 | | Hold |
| 4/22/2026 | TSCO Tractor Supply | Lower Price Target | $30.00 | $53.00 ➝ $43.00 | Equal Weight ➝ Equal Weight |
| 4/21/2026 | DAR Darling Ingredients | Boost Price Target | $64.00 | $65.00 ➝ $70.00 | Overweight ➝ Overweight |
| 4/21/2026 | EQT EQT | Lower Price Target | $56.00 | $78.00 ➝ $73.00 | Overweight ➝ Overweight |
| 4/21/2026 | RRC Range Resources | Lower Price Target | $41.00 | $55.00 ➝ $54.00 | Overweight ➝ Overweight |
| 4/21/2026 | BOH Bank of Hawaii | Boost Price Target | $78.00 | $82.00 ➝ $86.00 | Overweight ➝ Overweight |
| 4/20/2026 | SFNC Simmons First National | Boost Price Target | $21.00 | $24.00 ➝ $25.00 | Overweight ➝ Overweight |
| 4/17/2026 | DOMO Domo | Lower Price Target | $4.00 | $18.00 ➝ $8.00 | Overweight ➝ Overweight |
| 4/17/2026 | HOMB Home BancShares | Lower Price Target | $26.00 | $34.00 ➝ $32.00 | Overweight ➝ Overweight |
| 4/17/2026 | FOUR Shift4 Payments | Downgrade | $41.00 | $50.00 | Overweight ➝ Equal Weight |
| 4/17/2026 | RBA RB Global | Initiated Coverage | $104.00 | $96.00 | Equal Weight |