| Date | Company Name | Action | Current Price | Price Target | Rating |
|---|
| 5/4/2026 | HUBB Hubbell | Reiterated Rating | $511.00 | $550.00 ➝ $600.00 | Overweight ➝ Overweight |
| 5/4/2026 | BTSG BrightSpring Health Services | Reiterated Rating | $53.00 | $53.00 ➝ $64.00 | Overweight ➝ Overweight |
| 5/4/2026 | CSGP CoStar Group | Lower Price Target | $35.00 | $50.00 ➝ $42.00 | Overweight ➝ Overweight |
| 5/4/2026 | PAG Penske Automotive Group | Boost Price Target | $170.00 | $155.00 ➝ $160.00 | Equal Weight ➝ Equal Weight |
| 5/4/2026 | THC Tenet Healthcare | Lower Price Target | $182.00 | $275.00 ➝ $260.00 | Overweight ➝ Overweight |
| 5/4/2026 | WCC WESCO International | Boost Price Target | $354.00 | $275.00 ➝ $350.00 | Equal Weight ➝ Equal Weight |
| 5/1/2026 | CBZ CBIZ | Set Price Target | $33.00 | $37.00 | |
| 5/1/2026 | RRBI Red River Bancshares | Reiterated Rating | $91.00 | $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 | $258.00 | $290.00 | Overweight ➝ Overweight |
| 5/1/2026 | CCB Coastal Financial | Reiterated Rating | $77.00 | $110.00 | Overweight ➝ Overweight |
| 4/30/2026 | CHKP Check Point Software Technologies | Reiterated Rating | $116.00 | $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 | $199.00 | $232.00 ➝ $240.00 | Overweight ➝ Overweight |
| 4/30/2026 | PNFP Pinnacle Financial Partners | Boost Price Target | $98.00 | $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 | $72.00 | $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 | $293.00 | $330.00 ➝ $340.00 | Overweight ➝ Overweight |
| 4/30/2026 | CAKE Cheesecake Factory | Boost Price Target | $60.00 | $61.00 ➝ $65.00 | Equal Weight ➝ Equal Weight |
| 4/30/2026 | WING Wingstop | Lower Price Target | $161.00 | $300.00 ➝ $225.00 | Overweight ➝ Overweight |
| 4/30/2026 | CMG Chipotle Mexican Grill | Boost Price Target | $33.00 | $38.00 ➝ $39.00 | Equal Weight ➝ Equal Weight |
| 4/30/2026 | PRG PROG | Boost Price Target | $36.00 | $40.00 ➝ $47.50 | Overweight ➝ Overweight |
| 4/30/2026 | CAKE Cheesecake Factory | Boost Price Target | $60.00 | $61.00 ➝ $65.00 | Equal Weight ➝ Equal Weight |
| 4/30/2026 | CVNA Carvana | Boost Price Target | $382.00 | $430.00 ➝ $485.00 | |
| 4/29/2026 | WSO Watsco | Boost Price Target | $429.00 | $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 | $49.00 | $52.00 ➝ $54.00 | Overweight ➝ Overweight |
| 4/29/2026 | FSBC Five Star Bancorp | Boost Price Target | $40.00 | $41.00 ➝ $43.00 | Equal Weight ➝ Equal Weight |
| 4/29/2026 | VRNS Varonis Systems | Boost Price Target | $27.00 | $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 | $167.00 | $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 | $190.00 | $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 | $190.00 | $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 | $72.00 | $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 | $121.00 | $180.00 ➝ $160.00 | Equal Weight ➝ Equal Weight |
| 4/27/2026 | HCA HCA Healthcare | Lower Price Target | $431.00 | $560.00 ➝ $530.00 | Overweight ➝ Overweight |
| 4/24/2026 | DKNG DraftKings | Initiated Coverage | $23.00 | | Equal Weight ➝ Overweight |
| 4/24/2026 | OBK Origin Bancorp | Boost Price Target | $47.00 | $49.00 ➝ $54.00 | Overweight ➝ Overweight |
| 4/24/2026 | ENVA Enova International | Boost Price Target | $170.00 | $185.00 ➝ $210.00 | Overweight ➝ Overweight |
| 4/24/2026 | SMBC Southern Missouri Bancorp | Reiterated Rating | $69.00 | $72.00 ➝ $76.00 | Overweight ➝ Overweight |
| 4/24/2026 | UWMC UWM | Initiated Coverage | $4.00 | $4.00 | Equal Weight |
| 4/24/2026 | TCBX Third Coast Bancshares | Lower Price Target | $38.00 | $46.00 ➝ $45.00 | Overweight ➝ Overweight |
| 4/24/2026 | PFSI PennyMac Financial Services | Initiated Coverage | $91.00 | $100.00 | Equal Weight |
| 4/23/2026 | WD Walker & Dunlop | Initiated Coverage | $50.00 | $69.00 | Overweight |
| 4/23/2026 | RKT Rocket Companies | Initiated Coverage | $14.00 | $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 | $4.00 | | Hold |
| 4/23/2026 | CNNE Cannae | Reiterated Rating | $14.00 | $17.00 | Overweight |
| 4/23/2026 | RKT Rocket Companies | Initiated Coverage | $14.00 | $22.50 | Overweight |
| 4/23/2026 | WD Walker & Dunlop | Initiated Coverage | $50.00 | $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 | $91.00 | | Hold |
| 4/22/2026 | TSCO Tractor Supply | Lower Price Target | $34.00 | $53.00 ➝ $43.00 | Equal Weight ➝ Equal Weight |
| 4/21/2026 | DAR Darling Ingredients | Boost Price Target | $65.00 | $65.00 ➝ $70.00 | Overweight ➝ Overweight |
| 4/21/2026 | EQT EQT | Lower Price Target | $59.00 | $78.00 ➝ $73.00 | Overweight ➝ Overweight |
| 4/21/2026 | RRC Range Resources | Lower Price Target | $43.00 | $55.00 ➝ $54.00 | Overweight ➝ Overweight |
| 4/21/2026 | BOH Bank of Hawaii | Boost Price Target | $79.00 | $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 | $27.00 | $34.00 ➝ $32.00 | Overweight ➝ Overweight |
| 4/17/2026 | FOUR Shift4 Payments | Downgrade | $45.00 | $50.00 | Overweight ➝ Equal Weight |
| 4/17/2026 | RBA RB Global | Initiated Coverage | $105.00 | $96.00 | Equal Weight |
| 4/17/2026 | CACC Credit Acceptance | Boost Price Target | $508.00 | $450.00 ➝ $540.00 | Equal Weight ➝ Equal Weight |
| 4/16/2026 | PLBC Plumas Bancorp | Boost Price Target | $52.00 | $57.00 ➝ $60.00 | Overweight ➝ Overweight |
| 4/16/2026 | RBA RB Global | Upgrade | $105.00 | | Hold |
| 4/16/2026 | RBA RB Global | Upgrade | C$143.00 | | Hold |
| 4/15/2026 | INDB Independent Bank | Initiated Coverage | $78.00 | $88.00 | Overweight |
| 4/15/2026 | DEC Diversified Energy | Initiated Coverage | $17.00 | $24.00 | Overweight |
| 4/15/2026 | EBC Eastern Bankshares | Initiated Coverage | $20.00 | $24.00 | Overweight |
| 4/15/2026 | PPC Pilgrim's Pride | Set Price Target | $31.00 | $40.00 | |
| 4/15/2026 | DEC Diversified Energy | Initiated Coverage | $17.00 | $24.00 | Overweight |
| 4/15/2026 | EBC Eastern Bankshares | Initiated Coverage | $20.00 | $24.00 | Overweight |
| 4/15/2026 | INDB Independent Bank | Initiated Coverage | $78.00 | $88.00 | Overweight |
| 4/14/2026 | CSGP CoStar Group | Lower Price Target | $35.00 | $70.00 ➝ $50.00 | Overweight ➝ Overweight |
| 4/14/2026 | SGI Somnigroup International | Reiterated Rating | $75.00 | $89.00 | Equal Weight ➝ Equal Weight |
| 4/14/2026 | BGSI Boyd Group Services | Lower Price Target | $122.00 | $200.00 ➝ $157.00 | Overweight ➝ Overweight |
| 4/14/2026 | FDX FedEx | Reiterated Rating | $376.00 | $435.00 | Overweight ➝ Overweight |
| 4/10/2026 | SMPL Simply Good Foods | Reiterated Rating | $13.00 | $24.00 ➝ $14.00 | Overweight ➝ Equal Weight |
| 4/10/2026 | CBZ CBIZ | Initiated Coverage | $33.00 | $31.00 | Equal Weight |
| 4/9/2026 | BKD Brookdale Senior Living | Initiated Coverage | $14.00 | $18.00 | Overweight |
| 4/9/2026 | CBZ CBIZ | Upgrade | $33.00 | | Hold |
| 4/8/2026 | BKD Brookdale Senior Living | Upgrade | $14.00 | | Strong-Buy |
| 4/8/2026 | ABG Asbury Automotive Group | Lower Price Target | $202.00 | $277.00 ➝ $254.00 | Overweight ➝ Overweight |
| 4/7/2026 | ORCL Oracle | Reiterated Rating | $175.00 | $254.00 | Equal Weight ➝ Equal Weight |
| 4/6/2026 | MRTN Marten Transport | Downgrade | $15.00 | | Strong-Buy ➝ Hold |
| 4/6/2026 | CSX CSX | Boost Price Target | $45.00 | $42.00 ➝ $47.00 | Overweight ➝ Overweight |
| 4/2/2026 | KMX CarMax | Boost Price Target | $38.00 | $39.00 ➝ $43.00 | Equal Weight ➝ Equal Weight |
| 4/1/2026 | TBRG TruBridge | Lower Price Target | $26.00 | $20.00 ➝ $18.00 | Equal Weight ➝ Equal Weight |
| 4/1/2026 | NCNO nCino | Lower Price Target | $18.00 | $34.00 ➝ $26.00 | Overweight ➝ Overweight |
| 3/31/2026 | ATNM Actinium Pharmaceuticals | Reiterated Rating | $1.00 | $5.00 | Overweight ➝ Overweight |