| Date | Company Name | Action | Current
Price | Price
Target | Rating |
|---|
| 7/31/2026 | CRH CRH | Lower Price Target | $95.00 | $135.00 ➝ $125.00 | Overweight ➝ Overweight |
| 7/31/2026 | MLM Martin Marietta Materials | Lower Price Target | $526.00 | $700.00 ➝ $680.00 | Overweight ➝ Overweight |
| 7/31/2026 | CVLG Covenant Logistics Group | Set Price Target | $35.00 | $60.00 ➝ $54.00 | Overweight ➝ Overweight |
| 7/31/2026 | XPO XPO | Boost Price Target | $201.00 | $255.00 ➝ $270.00 | Overweight ➝ Overweight |
| 7/31/2026 | SAIA Saia | Lower Price Target | $348.00 | $520.00 ➝ $490.00 | Overweight ➝ Overweight |
| 7/31/2026 | CFR Cullen/Frost Bankers | Boost Price Target | $166.00 | $169.00 ➝ $183.00 | Overweight ➝ Overweight |
| 7/31/2026 | RRBI Red River Bancshares | Boost Price Target | $101.00 | $101.00 ➝ $106.00 | Equal Weight ➝ Equal Weight |
| 7/30/2026 | CMG Chipotle Mexican Grill | Reiterated Rating | $37.00 | $36.00 ➝ $40.00 | Positive ➝ Positive |
| 7/30/2026 | PFSI PennyMac Financial Services | Lower Price Target | $75.00 | $91.00 ➝ $78.00 | Equal Weight ➝ Equal Weight |
| 7/30/2026 | EXP Eagle Materials | Boost Price Target | $205.00 | $225.00 ➝ $230.00 | Equal Weight ➝ Equal Weight |
| 7/30/2026 | SYBT Stock Yards Bancorp | Set Price Target | $85.00 | $75.00 ➝ $87.00 | Equal Weight ➝ Equal Weight |
| 7/30/2026 | CHRW C.H. Robinson Worldwide | Lower Price Target | $148.00 | $225.00 ➝ $215.00 | Overweight ➝ Overweight |
| 7/30/2026 | WING Wingstop | Reiterated Rating | $129.00 | $200.00 | Overweight ➝ Overweight |
| 7/30/2026 | RUSHA Rush Enterprises | Boost Price Target | $80.00 | $90.00 ➝ $95.00 | Overweight ➝ Overweight |
| 7/30/2026 | NBTB NBT Bancorp | Downgrade | $53.00 | $52.00 ➝ $55.00 | Overweight ➝ Equal Weight |
| 7/30/2026 | CMG Chipotle Mexican Grill | Boost Price Target | $37.00 | $36.00 ➝ $40.00 | Equal Weight ➝ Equal Weight |
| 7/30/2026 | MNRO Monro Muffler Brake | Lower Price Target | $12.00 | $20.00 ➝ $17.00 | Overweight ➝ Overweight |
| 7/29/2026 | BMRC Bank of Marin Bancorp | Set Price Target | $29.00 | $26.00 ➝ $30.00 | Equal Weight ➝ Equal Weight |
| 7/29/2026 | BCAL California BanCorp | Boost Price Target | $21.00 | $22.00 ➝ $24.00 | Overweight ➝ Overweight |
| 7/29/2026 | FSUN FirstSun Capital Bancorp | Lower Price Target | $39.00 | $46.00 ➝ $45.00 | Overweight ➝ Overweight |
| 7/29/2026 | TFII TFI International | Boost Price Target | $135.00 | $195.00 ➝ $205.00 | Overweight ➝ Overweight |
| 7/29/2026 | FHB First Hawaiian | Boost Price Target | $28.00 | $28.00 ➝ $32.00 | Equal Weight ➝ Equal Weight |
| 7/29/2026 | CAKE Cheesecake Factory | Reiterated Rating | $101.00 | | Positive ➝ Positive |
| 7/29/2026 | UPS United Parcel Service | Lower Price Target | $104.00 | $135.00 ➝ $130.00 | Overweight ➝ Overweight |
| 7/29/2026 | CAKE Cheesecake Factory | Boost Price Target | $101.00 | $80.00 ➝ $93.00 | Equal Weight ➝ Equal Weight |
| 7/28/2026 | LW Lamb Weston | Boost Price Target | $53.00 | $46.00 ➝ $55.00 | Equal Weight ➝ Equal Weight |
| 7/28/2026 | SSD Simpson Manufacturing | Boost Price Target | $188.00 | $210.00 ➝ $215.00 | Cautious ➝ Cautious |
| 7/28/2026 | SSD Simpson Manufacturing | Boost Price Target | $188.00 | $210.00 ➝ $215.00 | Equal Weight ➝ Equal Weight |
| 7/28/2026 | LW Lamb Weston | Boost Price Target | $53.00 | $46.00 ➝ $55.00 | Equal Weight ➝ Equal Weight |
| 7/28/2026 | MTDR Matador Resources | Boost Price Target | $50.00 | $92.00 ➝ $93.00 | Overweight ➝ Overweight |
| 7/28/2026 | TREX Trex | Boost Price Target | $43.00 | $45.00 ➝ $50.00 | Equal Weight ➝ Equal Weight |
| 7/28/2026 | HRB H&R Block | Initiated Coverage | $44.00 | $47.00 | Equal Weight |
| 7/28/2026 | VVV Valvoline | Boost Price Target | $38.00 | $44.00 ➝ $48.00 | Overweight ➝ Overweight |
| 7/28/2026 | HFWA Heritage Financial | Boost Price Target | $30.00 | $30.00 ➝ $32.00 | Equal Weight ➝ Equal Weight |
| 7/28/2026 | JHX James Hardie Industries | Boost Price Target | $26.00 | $31.00 ➝ $33.00 | Overweight ➝ Overweight |
| 7/28/2026 | EBC Eastern Bankshares | Downgrade | $23.00 | $24.00 | Overweight ➝ Equal Weight |
| 7/28/2026 | CVBF CVB Financial | Boost Price Target | $22.00 | $23.00 ➝ $25.00 | Equal Weight ➝ Equal Weight |
| 7/27/2026 | WSFS WSFS Financial | Reiterated Rating | $80.00 | $87.00 | Overweight ➝ Overweight |
| 7/27/2026 | FSBC Five Star Bancorp | Set Price Target | $47.00 | $51.00 | |
| 7/27/2026 | SBSI Southside Bancshares | Set Price Target | $32.00 | $37.00 | |
| 7/27/2026 | THC Tenet Healthcare | Reiterated Rating | $255.00 | $285.00 | Overweight ➝ Overweight |
| 7/27/2026 | PNFP Pinnacle Financial Partners | Set Price Target | $105.00 | $112.00 | |
| 7/27/2026 | ABCB Ameris Bancorp | Set Price Target | $87.00 | $88.00 | |
| 7/27/2026 | SSB SouthState Bank | Reiterated Rating | $105.00 | $116.00 | Overweight ➝ Overweight |
| 7/27/2026 | BY Byline Bancorp | Set Price Target | $39.00 | $40.00 | |
| 7/27/2026 | BLFS BioLife Solutions | Reiterated Rating | $31.00 | $32.00 ➝ $31.00 | Overweight ➝ Equal Weight |
| 7/27/2026 | HRB H&R Block | Upgrade | $44.00 | | Hold |
| 7/27/2026 | BLFS BioLife Solutions | Downgrade | $31.00 | $32.00 ➝ $31.00 | Overweight ➝ Equal Weight |
| 7/24/2026 | LQDA Liquidia | Set Price Target | $84.00 | $130.00 | |
| 7/24/2026 | POOL Pool | Lower Price Target | $186.00 | $290.00 ➝ $225.00 | Overweight ➝ Overweight |
| 7/24/2026 | OVV Ovintiv | Reiterated Rating | $62.00 | $69.00 | Positive ➝ Positive |
| 7/24/2026 | COLB Columbia Banking System | Boost Price Target | $31.00 | $35.00 ➝ $36.00 | Overweight ➝ Overweight |
| 7/24/2026 | BFST Business First Bancshares | Boost Price Target | $32.00 | $34.00 ➝ $36.00 | Overweight ➝ Overweight |
| 7/24/2026 | HBAN Huntington Bancshares | Lower Price Target | $17.00 | $20.00 ➝ $19.00 | Equal Weight ➝ Equal Weight |
| 7/24/2026 | MRTN Marten Transport | Lower Price Target | $15.00 | $18.00 ➝ $16.00 | Equal Weight ➝ Equal Weight |
| 7/23/2026 | CATY Cathay General Bancorp | Boost Price Target | $63.00 | $56.00 ➝ $63.00 | Equal Weight ➝ Equal Weight |
| 7/23/2026 | TCBI Texas Capital Bancshares | Lower Price Target | $99.00 | $116.00 ➝ $112.00 | Overweight ➝ Overweight |
| 7/23/2026 | SMBK SmartFinancial | Boost Price Target | $53.00 | $45.00 ➝ $47.00 | Equal Weight ➝ Equal Weight |
| 7/23/2026 | NWFL Norwood Financial | Reiterated Rating | $34.00 | $34.00 ➝ $35.00 | Mixed ➝ Mixed |
| 7/23/2026 | WAL Western Alliance Bancorporation | Set Price Target | $81.00 | $90.00 ➝ $95.00 | Overweight ➝ Overweight |
| 7/23/2026 | TFIN Triumph Financial | Boost Price Target | $76.00 | $82.00 ➝ $88.00 | Equal Weight ➝ Equal Weight |
| 7/23/2026 | PFBC Preferred Bank | Boost Price Target | $104.00 | $100.00 ➝ $110.00 | Equal Weight ➝ Equal Weight |
| 7/23/2026 | TCBI Texas Capital Bancshares | Lower Price Target | $99.00 | $116.00 ➝ $112.00 | Overweight ➝ Overweight |
| 7/23/2026 | NBHC National Bank | Lower Price Target | $43.00 | $49.00 ➝ $46.00 | Overweight ➝ Overweight |
| 7/23/2026 | RBB RBB Bancorp | Boost Price Target | $26.00 | $26.00 ➝ $29.00 | Positive ➝ Positive |
| 7/23/2026 | WAL Western Alliance Bancorporation | Boost Price Target | $81.00 | $90.00 ➝ $95.00 | Overweight ➝ Overweight |
| 7/23/2026 | ATEC Alphatec | Initiated Coverage | $10.00 | $15.00 | Overweight |
| 7/23/2026 | ATEC Alphatec | Initiated Coverage | $10.00 | $15.00 | Overweight |
| 7/23/2026 | WAB Wabtec | Boost Price Target | $292.00 | $320.00 ➝ $330.00 | Overweight ➝ Overweight |
| 7/23/2026 | IRTC iRhythm Technologies | Initiated Coverage | $117.00 | $160.00 | Overweight |
| 7/23/2026 | ATEC Alphatec | Initiated Coverage | $10.00 | $15.00 | Overweight |
| 7/23/2026 | DOMO Domo | Downgrade | $4.00 | $5.00 ➝ $4.00 | Overweight ➝ Equal Weight |
| 7/22/2026 | RRC Range Resources | Boost Price Target | $40.00 | $52.00 ➝ $53.00 | Overweight ➝ Overweight |
| 7/22/2026 | EWBC East West Bancorp | Boost Price Target | $131.00 | $129.00 ➝ $135.00 | Equal Weight ➝ Equal Weight |
| 7/22/2026 | IRTC iRhythm Technologies | Upgrade | $117.00 | | Strong-Buy |
| 7/22/2026 | HWC Hancock Whitney | Lower Price Target | $77.00 | $86.00 ➝ $85.00 | Overweight ➝ Overweight |
| 7/22/2026 | EQT EQT | Boost Price Target | $53.00 | $71.00 ➝ $72.00 | Overweight ➝ Overweight |
| 7/21/2026 | UTZ Utz Brands | Set Price Target | $14.00 | $14.25 | |
| 7/21/2026 | WING Wingstop | Set Price Target | $129.00 | $200.00 | |
| 7/21/2026 | PZZA Papa John's International | Reiterated Rating | $30.00 | | Overweight ➝ Overweight |
| 7/21/2026 | PTLO Portillo's | Set Price Target | $5.00 | $5.00 | |
| 7/21/2026 | LKQ LKQ | Lower Price Target | $22.00 | $39.00 ➝ $36.50 | Overweight ➝ Overweight |
| 7/21/2026 | TFC Truist Financial | Lower Price Target | $52.00 | $59.00 ➝ $57.00 | Overweight ➝ Overweight |
| 7/21/2026 | LKQ LKQ | Lower Price Target | $22.00 | $39.00 ➝ $36.50 | Overweight ➝ Overweight |
| 7/21/2026 | TFC Truist Financial | Lower Price Target | $52.00 | $59.00 ➝ $57.00 | Overweight ➝ Overweight |
| 7/21/2026 | ZION Zions Bancorporation, N.A. | Lower Price Target | $70.00 | $82.00 ➝ $80.00 | Overweight ➝ Overweight |
| 7/21/2026 | UTZ Utz Brands | Downgrade | $14.00 | | Overweight ➝ Equal Weight |
| 7/21/2026 | KOS Kosmos Energy | Lower Price Target | $3.00 | $3.00 ➝ $2.40 | Equal Weight ➝ Equal Weight |
| 7/17/2026 | NFLX Netflix | Initiated Coverage | $72.00 | | Overweight |
| 7/17/2026 | CRC California Resources | Set Price Target | $53.00 | $91.00 ➝ $85.00 | Overweight ➝ Overweight |
| 7/17/2026 | CFG Citizens Financial Group | Boost Price Target | $72.00 | $68.00 ➝ $70.00 | Equal Weight ➝ Equal Weight |
| 7/17/2026 | USB U.S. Bancorp | Boost Price Target | $63.00 | $63.00 ➝ $67.00 | Equal Weight ➝ Equal Weight |
| 7/17/2026 | OVV Ovintiv | Lower Price Target | $62.00 | $71.00 ➝ $68.00 | Equal Weight ➝ Equal Weight |
| 7/17/2026 | CBSH Commerce Bancshares | Set Price Target | $59.00 | $62.00 ➝ $64.00 | Equal Weight ➝ Equal Weight |
| 7/17/2026 | OPCH Option Care Health | Reiterated Rating | $23.00 | $30.00 ➝ $24.00 | Overweight ➝ Equal Weight |
| 7/17/2026 | EAT Brinker International | Initiated Coverage | $214.00 | $220.00 | Overweight |
| 7/17/2026 | HOMB Home BancShares | Boost Price Target | $31.00 | $32.00 ➝ $35.00 | Overweight ➝ Overweight |
| 7/17/2026 | OPCH Option Care Health | Downgrade | $23.00 | $24.00 | Overweight ➝ Equal Weight |
| 7/16/2026 | BROS Dutch Bros | Initiated Coverage | $66.00 | $80.00 | Overweight |
| 7/16/2026 | DSGR Distribution Solutions Group | Set Price Target | $35.00 | $35.00 | |
