| Date | Company Name | Action | Current Price | Price Target | Rating |
|---|
| 10/29/2026 | CHRW C.H. Robinson Worldwide | Lower Price Target | $125.00 | $200.00 ➝ $190.00 | Overweight ➝ Overweight |
| 10/29/2026 | KEX Kirby | Boost Price Target | $144.00 | $170.00 ➝ $175.00 | Overweight ➝ Overweight |
| 10/29/2026 | RM Regional Management | Boost Price Target | $36.00 | $38.50 ➝ $40.00 | Overweight ➝ Overweight |
| 10/29/2026 | PB Prosperity Bancshares | Boost Price Target | $72.00 | $85.00 ➝ $87.00 | Overweight ➝ Overweight |
| 10/29/2026 | PRG PROG | Lower Price Target | $35.00 | $55.00 ➝ $49.00 | Overweight ➝ Overweight |
| 10/29/2026 | TENB Tenable | Reiterated Rating | $51.00 | | Positive ➝ Positive |
| 10/29/2026 | CMG Chipotle Mexican Grill | Reiterated Rating | $32.00 | $38.00 | Equal Weight ➝ Equal Weight |
| 10/29/2026 | FIBK First Interstate BancSystem | Boost Price Target | $38.00 | $37.00 ➝ $38.00 | Equal Weight ➝ Equal Weight |
| 10/29/2026 | RUSHA Rush Enterprises | Lower Price Target | $43.00 | $60.00 ➝ $55.00 | Overweight ➝ Overweight |
| 10/29/2026 | TENB Tenable | Boost Price Target | $51.00 | $34.00 ➝ $48.00 | Equal Weight ➝ Equal Weight |
| 10/29/2026 | CP Canadian Pacific Kansas City | Lower Price Target | $90.00 | $96.00 ➝ $93.00 | Equal Weight ➝ Equal Weight |
| 10/29/2026 | WING Wingstop | Reiterated Rating | $150.00 | $200.00 | Overweight ➝ Overweight |
| 10/29/2026 | EAT Brinker International | Reiterated Rating | $212.00 | $300.00 | Overweight ➝ Overweight |
| 10/29/2026 | LII Lennox International | Downgrade | $344.00 | $350.00 | Overweight ➝ Equal Weight |
| 10/28/2026 | SFD Smithfield Foods | Reiterated Rating | $18.00 | | Reduce ➝ Reduce |
| 10/28/2026 | WERN Werner Enterprises | Lower Price Target | $28.00 | $46.00 ➝ $38.00 | Overweight ➝ Overweight |
| 10/28/2026 | SFD Smithfield Foods | Lower Price Target | $18.00 | $22.00 ➝ $20.00 | Equal Weight ➝ Equal Weight |
| 10/28/2026 | LSTR Landstar System | Lower Price Target | $143.00 | $215.00 ➝ $210.00 | Overweight ➝ Overweight |
| 10/28/2026 | FSUN FirstSun Capital Bancorp | Boost Price Target | $39.00 | $45.00 ➝ $48.00 | Overweight ➝ Overweight |
| 10/28/2026 | BY Byline Bancorp | Boost Price Target | $38.00 | $40.00 ➝ $42.00 | Equal Weight ➝ Equal Weight |
| 10/28/2026 | LKFN Lakeland Financial | Boost Price Target | $60.00 | $66.00 ➝ $67.00 | Equal Weight ➝ Equal Weight |
| 10/28/2026 | MZTI Marzetti | Lower Price Target | $110.00 | $140.00 ➝ $135.00 | Equal Weight ➝ Equal Weight |
| 10/28/2026 | EEFT Euronet Worldwide | Lower Price Target | $63.00 | $71.00 ➝ $63.00 | Equal Weight ➝ Equal Weight |
| 10/28/2026 | CAKE Cheesecake Factory | Reiterated Rating | $113.00 | $100.00 | Equal Weight ➝ Equal Weight |
| 10/27/2026 | SSD Simpson Manufacturing | Lower Price Target | $193.00 | $215.00 ➝ $205.00 | Cautious ➝ Cautious |
| 10/27/2026 | OVV Ovintiv | Reiterated Rating | $73.00 | | Positive ➝ Positive |
| 10/27/2026 | EQT EQT | Boost Price Target | $55.00 | $71.00 ➝ $75.00 | Overweight ➝ Overweight |
| 10/27/2026 | OVV Ovintiv | Boost Price Target | $73.00 | $75.00 ➝ $77.00 | Equal Weight ➝ Equal Weight |
| 10/27/2026 | FULT Fulton Financial | Reiterated Rating | $23.00 | $26.00 ➝ $25.00 | Overweight ➝ Overweight |
| 10/27/2026 | MSBI Midland States Bancorp | Boost Price Target | $33.00 | $34.00 ➝ $36.00 | Equal Weight ➝ Equal Weight |
| 10/27/2026 | VRNS Varonis Systems | Downgrade | $49.00 | | Overweight ➝ Equal Weight |
| 10/26/2026 | MAMA Mama's Creations | Initiated Coverage | $13.00 | $19.00 | Overweight |
| 10/26/2026 | MAMA Mama's Creations | Initiated Coverage | $13.00 | $19.00 | Overweight |
| 10/26/2026 | HBNC Horizon Bancorp (IN) | Boost Price Target | $21.00 | $23.00 ➝ $24.00 | Overweight ➝ Overweight |
| 10/26/2026 | STC Stewart Information Services | Lower Price Target | $45.00 | $80.00 ➝ $70.00 | Overweight ➝ Overweight |
| 10/26/2026 | ZION Zions Bancorporation, N.A. | Boost Price Target | $65.00 | $75.00 ➝ $78.00 | Overweight ➝ Overweight |
| 10/26/2026 | BANR Banner | Boost Price Target | $69.00 | $77.00 ➝ $78.00 | Overweight ➝ Overweight |
| 10/26/2026 | SSB SouthState Bank | Boost Price Target | $105.00 | $116.00 ➝ $119.00 | Overweight ➝ Overweight |
| 10/23/2026 | SKYD Skydance | Upgrade | $8.00 | | Buy ➝ Overweight |
| 10/23/2026 | CTKB Cytek Biosciences | Reiterated Rating | $6.00 | $6.00 | Overweight ➝ Overweight |
| 10/23/2026 | ILMN Illumina | Downgrade | $236.00 | $275.00 | Overweight ➝ Equal Weight |
| 10/23/2026 | MRTN Marten Transport | Lower Price Target | $12.00 | $15.00 ➝ $12.50 | Equal Weight ➝ Equal Weight |
| 10/23/2026 | TFIN Triumph Financial | Boost Price Target | $62.00 | $67.00 ➝ $70.00 | Equal Weight ➝ Equal Weight |
| 10/23/2026 | TXG 10x Genomics | Downgrade | $70.00 | | Overweight ➝ Equal Weight |
| 10/23/2026 | MSM MSC Industrial Direct | Upgrade | $121.00 | $130.00 ➝ $135.00 | Equal Weight ➝ Overweight |
| 10/23/2026 | NIC Nicolet Bankshares | Boost Price Target | $172.00 | $185.00 ➝ $190.00 | Equal Weight ➝ Equal Weight |
| 10/23/2026 | ENVA Enova International | Boost Price Target | $174.00 | $215.00 ➝ $225.00 | Overweight ➝ Overweight |
| 10/23/2026 | POOL Pool | Boost Price Target | $206.00 | $200.00 ➝ $230.00 | Overweight ➝ Overweight |
| 10/23/2026 | R Ryder System | Boost Price Target | $282.00 | $280.00 ➝ $305.00 | Overweight ➝ Overweight |
| 10/23/2026 | ILMN Illumina | Downgrade | $236.00 | $275.00 | Overweight ➝ Equal Weight |
| 10/22/2026 | RBB RBB Bancorp | Reiterated Rating | $26.00 | | Positive ➝ Positive |
| 10/22/2026 | WAL Western Alliance Bancorporation | Lower Price Target | $76.00 | $94.00 ➝ $88.00 | Overweight ➝ Overweight |
| 10/22/2026 | WAL Western Alliance Bancorporation | Lower Price Target | $76.00 | $94.00 ➝ $88.00 | Overweight ➝ Overweight |
| 10/22/2026 | RBB RBB Bancorp | Boost Price Target | $26.00 | $28.00 ➝ $29.00 | Equal Weight ➝ Equal Weight |
| 10/21/2026 | UCB United Community Banks | Boost Price Target | $37.00 | $41.00 ➝ $42.00 | Overweight ➝ Overweight |
| 10/21/2026 | FITB Fifth Third Bancorp | Lower Price Target | $54.00 | $61.00 ➝ $59.00 | Equal Weight ➝ Equal Weight |
| 10/21/2026 | BOKF BOK Financial | Lower Price Target | $130.00 | $148.00 ➝ $141.00 | Equal Weight ➝ Equal Weight |
| 10/21/2026 | CBSH Commerce Bancshares | Set Price Target | $55.00 | $64.00 ➝ $62.00 | Equal Weight ➝ Equal Weight |
| 10/21/2026 | FNF Fidelity National Financial | Lower Price Target | $41.00 | $55.00 ➝ $50.00 | Overweight ➝ Overweight |
| 10/21/2026 | TBBK Bancorp | Reiterated Rating | $47.00 | $59.00 | Equal Weight ➝ Equal Weight |
| 10/21/2026 | UCBJF UCB | Reiterated Rating | $317.00 | | Overweight ➝ Overweight |
| 10/21/2026 | BRZE Braze | Downgrade | $46.00 | $34.00 ➝ $47.50 | Overweight ➝ Buy |
| 10/21/2026 | WAB Wabtec | Boost Price Target | $280.00 | $330.00 ➝ $340.00 | Overweight ➝ Overweight |
| 10/20/2026 | TFC Truist Financial | Lower Price Target | $49.00 | $55.00 ➝ $54.00 | Overweight ➝ Overweight |
| 10/20/2026 | CFG Citizens Financial Group | Lower Price Target | $64.00 | $70.00 ➝ $65.00 | Equal Weight ➝ Equal Weight |
| 10/20/2026 | CON Concentra Group Holdings Parent | Initiated Coverage | $40.00 | $45.00 | Overweight |
| 10/19/2026 | RF Regions Financial | Reiterated Rating | $29.00 | | Outperform ➝ Outperform |
| 10/19/2026 | RF Regions Financial | Lower Price Target | $29.00 | $32.00 ➝ $30.00 | Equal Weight ➝ Equal Weight |
| 10/19/2026 | OXY Occidental Petroleum | Boost Price Target | $64.00 | $78.00 ➝ $80.00 | Overweight ➝ Overweight |
| 10/19/2026 | PNC The PNC Financial Services Group | Lower Price Target | $228.00 | $265.00 ➝ $250.00 | Overweight ➝ Overweight |
| 10/16/2026 | WEC WEC Energy Group | Set Price Target | $116.00 | $109.00 | |
| 10/16/2026 | UNH UnitedHealth Group | Set Price Target | $407.00 | $500.00 | |
| 10/16/2026 | SKYD Skydance | Reiterated Rating | $8.00 | | Buy ➝ Buy |
| 10/16/2026 | JBHT J.B. Hunt Transport Services | Lower Price Target | $221.00 | $330.00 ➝ $325.00 | Overweight ➝ Overweight |
| 10/16/2026 | EQBK Equity Bancshares | Lower Price Target | $49.00 | $61.00 ➝ $60.00 | Overweight ➝ Overweight |
| 10/16/2026 | FLYW Flywire | Initiated Coverage | $20.00 | $20.00 | Equal Weight |
| 10/16/2026 | NCNO nCino | Initiated Coverage | $23.00 | $26.00 | Overweight |
| 10/16/2026 | CBNK Capital Bancorp | Downgrade | $42.00 | | Overweight ➝ Equal Weight |
| 10/16/2026 | ACIW ACI Worldwide | Initiated Coverage | $56.00 | $56.00 | Equal Weight |
| 10/16/2026 | EEFT Euronet Worldwide | Initiated Coverage | $63.00 | $71.00 | Equal Weight |
| 10/15/2026 | QTWO Q2 | Initiated Coverage | $67.00 | $74.00 | Overweight |
| 10/15/2026 | DAR Darling Ingredients | Reiterated Rating | $56.00 | $80.00 | Overweight ➝ Overweight |
| 10/15/2026 | WEN Wendy's | Lower Price Target | $7.00 | $8.00 ➝ $7.00 | Equal Weight ➝ Equal Weight |
| 10/15/2026 | PZZA Papa John's International | Lower Price Target | $18.00 | $24.00 ➝ $19.00 | Equal Weight ➝ Equal Weight |
| 10/15/2026 | FWRG First Watch Restaurant Group | Lower Price Target | $13.00 | $21.00 ➝ $18.00 | Overweight ➝ Overweight |
| 10/15/2026 | BROS Dutch Bros | Lower Price Target | $43.00 | $80.00 ➝ $65.00 | Overweight ➝ Overweight |
| 10/15/2026 | CAKE Cheesecake Factory | Boost Price Target | $113.00 | $93.00 ➝ $100.00 | Equal Weight ➝ Equal Weight |
| 10/15/2026 | PTLO Portillo's | Reiterated Rating | $5.00 | $5.00 | Equal Weight ➝ Equal Weight |
| 10/15/2026 | FLYW Flywire | Upgrade | $20.00 | | Hold |
| 10/15/2026 | NCNO nCino | Upgrade | $23.00 | | Strong-Buy |
| 10/15/2026 | CMG Chipotle Mexican Grill | Lower Price Target | $32.00 | $40.00 ➝ $38.00 | Equal Weight ➝ Equal Weight |
| 10/15/2026 | ACIW ACI Worldwide | Upgrade | $56.00 | | Hold |
| 10/15/2026 | QTWO Q2 | Upgrade | $67.00 | | Strong-Buy |
| 10/15/2026 | EEFT Euronet Worldwide | Upgrade | $63.00 | | Hold |
| 10/15/2026 | TXRH Texas Roadhouse | Upgrade | $183.00 | $205.00 | Equal Weight ➝ Overweight |
| 10/14/2026 | GOLF Acushnet | Lower Price Target | $85.00 | $88.00 ➝ $81.00 | Equal Weight ➝ Equal Weight |
| 10/13/2026 | FANG Diamondback Energy | Reiterated Rating | $212.00 | | Outperform ➝ Outperform |
| 10/12/2026 | SAIL SailPoint | Reiterated Rating | $21.00 | | Overweight ➝ Overweight |
| 10/12/2026 | ASBH American Savings Bank of Hawaii | Initiated Coverage | $18.00 | $21.00 | Overweight |
| 10/9/2026 | AVO Mission Produce | Reiterated Rating | $12.00 | $15.00 | Overweight ➝ Overweight |