| Date | Company Name | Action | Current
Price | Price
Target | Rating |
|---|
| 9/15/2026 | GOLF Acushnet | Initiated Coverage | $83.00 | $88.00 | Equal Weight |
| 9/15/2026 | KEY KeyCorp | Reiterated Rating | $21.00 | $26.00 | Overweight ➝ Overweight |
| 9/14/2026 | NTSK Netskope | Initiated Coverage | $17.00 | $21.00 | Overweight |
| 9/14/2026 | SGI Somnigroup International | Upgrade | $64.00 | $66.00 ➝ $80.00 | Equal Weight ➝ Overweight |
| 9/11/2026 | ORCL Oracle | Reiterated Rating | $143.00 | $175.00 | Equal Weight ➝ Equal Weight |
| 9/11/2026 | DRI Darden Restaurants | Boost Price Target | $209.00 | $216.00 ➝ $220.00 | Equal Weight ➝ Equal Weight |
| 9/10/2026 | CASY Casey's General Stores | Set Price Target | $589.00 | $750.00 | |
| 9/9/2026 | BRZE Braze | Reiterated Rating | $25.00 | | Hold ➝ Hold |
| 9/9/2026 | BRZE Braze | Boost Price Target | $25.00 | $31.00 ➝ $34.00 | Overweight ➝ Overweight |
| 9/9/2026 | CASY Casey's General Stores | Reiterated Rating | $589.00 | $975.00 | Overweight ➝ Overweight |
| 9/8/2026 | SIG Signet Jewelers | Reiterated Rating | $103.00 | $130.00 | Overweight ➝ Overweight |
| 9/4/2026 | ZS Zscaler | Set Price Target | $192.00 | $215.00 | |
| 9/4/2026 | ASUR Asure Software | Initiated Coverage | $8.00 | $11.00 | Overweight |
| 9/4/2026 | PAYX Paychex | Initiated Coverage | $117.00 | $132.00 | Equal Weight |
| 9/4/2026 | ZS Zscaler | Boost Price Target | $192.00 | $200.00 ➝ $225.00 | Overweight ➝ Overweight |
| 9/2/2026 | PANW Palo Alto Networks | Set Price Target | $376.00 | $370.00 ➝ $400.00 | Equal Weight ➝ Equal Weight |
| 8/31/2026 | RCBC River City Bank | Initiated Coverage | $53.00 | $54.00 | Equal Weight |
| 8/28/2026 | HRL Hormel Foods | Set Price Target | $21.00 | $23.00 | |
| 8/28/2026 | CPB Campbell's | Set Price Target | $21.00 | $20.00 | |
| 8/28/2026 | S SentinelOne | Reiterated Rating | $23.00 | $26.00 | Overweight ➝ Overweight |
| 8/28/2026 | RBRK Rubrik | Reiterated Rating | $105.00 | | Overweight ➝ Overweight |
| 8/26/2026 | MZTI Marzetti | Reiterated Rating | $103.00 | $140.00 | Equal Weight ➝ Equal Weight |
| 8/24/2026 | FLO Flowers Foods | Lower Price Target | $6.00 | $8.00 ➝ $6.00 | Equal Weight ➝ Equal Weight |
| 8/24/2026 | FLO Flowers Foods | Lower Price Target | $6.00 | $8.00 ➝ $6.00 | Equal Weight ➝ Equal Weight |
| 8/24/2026 | FNF Fidelity National Financial | Reiterated Rating | $43.00 | $55.00 | Overweight ➝ Overweight |
| 8/21/2026 | HTB HomeTrust Bancshares | Boost Price Target | $47.00 | $55.00 ➝ $57.00 | Overweight ➝ Overweight |
| 8/20/2026 | CPRT Copart | Reiterated Rating | $31.00 | $35.00 | Equal Weight ➝ Equal Weight |
| 8/20/2026 | POOL Pool | Reiterated Rating | $168.00 | $225.00 | Overweight ➝ Overweight |
| 8/18/2026 | MYGN Myriad Genetics | Lower Price Target | $4.00 | $5.00 ➝ $3.00 | Equal Weight ➝ Equal Weight |
| 8/17/2026 | JBSAY JBS | Reiterated Rating | $14.00 | $17.00 | Overweight ➝ Overweight |
| 8/17/2026 | JBS JBS | Lower Price Target | $12.00 | $18.00 ➝ $17.00 | Overweight ➝ Overweight |
| 8/17/2026 | WSO Watsco | Reiterated Rating | $304.00 | $485.00 | Overweight ➝ Overweight |
| 8/13/2026 | EAT Brinker International | Boost Price Target | $211.00 | $220.00 ➝ $300.00 | Overweight ➝ Overweight |
| 8/12/2026 | AMRZ Amrize | Lower Price Target | $38.00 | $65.00 ➝ $54.00 | Overweight ➝ Overweight |
| 8/12/2026 | NTRA Natera | Boost Price Target | $345.00 | $305.00 ➝ $350.00 | Overweight ➝ Overweight |
| 8/12/2026 | TXG 10x Genomics | Boost Price Target | $73.00 | $50.00 ➝ $65.00 | Overweight ➝ Overweight |
| 8/12/2026 | AMTB Amerant Bancorp | Downgrade | $29.00 | $32.00 | Overweight ➝ Equal Weight |
| 8/12/2026 | WSFS WSFS Financial | Downgrade | $80.00 | $87.00 | Overweight ➝ Equal Weight |
| 8/11/2026 | OPFI OppFi | Lower Price Target | $7.00 | $11.00 ➝ $9.50 | Equal Weight ➝ Equal Weight |
| 8/11/2026 | RPD Rapid7 | Reiterated Rating | $12.00 | | Positive ➝ Positive |
| 8/11/2026 | OPFI OppFi | Lower Price Target | $7.00 | $11.00 ➝ $9.50 | Equal Weight ➝ Equal Weight |
| 8/11/2026 | ACVA ACV Auctions | Upgrade | $10.00 | $10.50 | Equal Weight ➝ Overweight |
| 8/11/2026 | RPD Rapid7 | Boost Price Target | $12.00 | $10.00 ➝ $12.00 | Equal Weight ➝ Equal Weight |
| 8/11/2026 | FIS Fidelity National Information Services | Reiterated Rating | $37.00 | $50.00 | Equal Weight |
| 8/11/2026 | FISV Fiserv | Reiterated Rating | $49.00 | $57.00 | Equal Weight |
| 8/11/2026 | JKHY Jack Henry & Associates | Reiterated Rating | $159.00 | $200.00 | Overweight |
| 8/10/2026 | CELH Celsius | Lower Price Target | $28.00 | $65.00 ➝ $50.00 | Overweight ➝ Overweight |
| 8/10/2026 | BOOT Boot Barn | Boost Price Target | $123.00 | $196.00 ➝ $207.00 | Overweight ➝ Overweight |
| 8/10/2026 | AN AutoNation | Boost Price Target | $195.00 | $220.00 ➝ $232.00 | Equal Weight ➝ Equal Weight |
| 8/7/2026 | DXPE DXP Enterprises | Boost Price Target | $184.00 | $160.00 ➝ $220.00 | Overweight ➝ Overweight |
| 8/7/2026 | UWMC UWM | Lower Price Target | $1.00 | $3.00 ➝ $2.00 | Equal Weight ➝ Equal Weight |
| 8/7/2026 | RKT Rocket Companies | Lower Price Target | $13.00 | $22.50 ➝ $20.00 | Overweight ➝ Overweight |
| 8/7/2026 | PZZA Papa John's International | Reiterated Rating | $20.00 | $38.00 ➝ $24.00 | Overweight ➝ Equal Weight |
| 8/7/2026 | JHX James Hardie Industries | Boost Price Target | $27.00 | $33.00 ➝ $34.00 | Overweight ➝ Overweight |
| 8/7/2026 | TXRH Texas Roadhouse | Boost Price Target | $170.00 | $180.00 ➝ $205.00 | Equal Weight ➝ Equal Weight |
| 8/6/2026 | ACA Arcosa | Set Price Target | $145.00 | $150.00 | |
| 8/6/2026 | OPRT Oportun Financial | Boost Price Target | $8.00 | $7.00 ➝ $8.00 | Overweight ➝ Overweight |
| 8/6/2026 | GFF Griffon | Boost Price Target | $93.00 | $115.00 ➝ $120.00 | Overweight ➝ Overweight |
| 8/6/2026 | HUBS HubSpot | Downgrade | $237.00 | $251.00 | Overweight ➝ Hold |
| 8/6/2026 | PTLO Portillo's | Reiterated Rating | $4.00 | $5.00 | Equal Weight ➝ Equal Weight |
| 8/6/2026 | FINW FinWise Bancorp | Downgrade | $13.00 | $16.00 | Overweight ➝ Equal Weight |
| 8/6/2026 | KVYO Klaviyo | Boost Price Target | $16.00 | $24.00 ➝ $25.00 | Overweight ➝ Overweight |
| 8/6/2026 | BWB Bridgewater Bancshares | Upgrade | $21.00 | $25.00 | Equal Weight ➝ Overweight |
| 8/6/2026 | CVBF CVB Financial | Upgrade | $23.00 | $27.00 | Equal Weight ➝ Overweight |
| 8/6/2026 | FHB First Hawaiian | Upgrade | $26.00 | $33.00 | Equal Weight ➝ Overweight |
| 8/6/2026 | NBHC National Bank | Downgrade | $41.00 | $46.00 | Overweight ➝ Equal Weight |
| 8/6/2026 | TCBK TriCo Bancshares | Upgrade | $53.00 | | Equal Weight ➝ Overweight |
| 8/6/2026 | BROS Dutch Bros | Reiterated Rating | $41.00 | $80.00 | Overweight ➝ Overweight |
| 8/6/2026 | SMBC Southern Missouri Bancorp | Downgrade | $73.00 | $85.00 | Overweight ➝ Equal Weight |
| 8/6/2026 | BOH Bank of Hawaii | Downgrade | $75.00 | $85.00 | Overweight ➝ Equal Weight |
| 8/6/2026 | DGII Digi International | Boost Price Target | $70.00 | $75.00 ➝ $85.00 | Overweight ➝ Overweight |
| 8/6/2026 | EMR Emerson Electric | Boost Price Target | $146.00 | $155.00 ➝ $160.00 | |
| 8/5/2026 | KNF Knife River | Set Price Target | $56.00 | $80.00 | |
| 8/5/2026 | CBC Central Bancompany | Reiterated Rating | $31.00 | $34.00 ➝ $35.00 | Overweight ➝ Equal Weight |
| 8/4/2026 | MATX Matson | Boost Price Target | $236.00 | $240.00 ➝ $260.00 | Overweight ➝ Overweight |
| 8/4/2026 | GH Guardant Health | Boost Price Target | $175.00 | $170.00 ➝ $195.00 | Overweight ➝ Overweight |
| 8/4/2026 | CRGY Crescent Energy | Boost Price Target | $14.00 | $17.00 ➝ $18.00 | Overweight ➝ Overweight |
| 8/4/2026 | VERX Vertex | Lower Price Target | $13.00 | $20.00 ➝ $18.00 | Overweight ➝ Overweight |
| 8/4/2026 | VCYT Veracyte | Lower Price Target | $38.00 | $68.00 ➝ $55.00 | Overweight ➝ Overweight |
| 8/3/2026 | PAG Penske Automotive Group | Boost Price Target | $214.00 | $166.00 ➝ $210.00 | Equal Weight ➝ Equal Weight |
| 7/31/2026 | CRH CRH | Lower Price Target | $87.00 | $135.00 ➝ $125.00 | Overweight ➝ Overweight |
| 7/31/2026 | MLM Martin Marietta Materials | Lower Price Target | $497.00 | $700.00 ➝ $680.00 | Overweight ➝ Overweight |
| 7/31/2026 | CVLG Covenant Logistics Group | Set Price Target | $34.00 | $60.00 ➝ $54.00 | Overweight ➝ Overweight |
| 7/31/2026 | XPO XPO | Boost Price Target | $174.00 | $255.00 ➝ $270.00 | Overweight ➝ Overweight |
| 7/31/2026 | RRBI Red River Bancshares | Boost Price Target | $102.00 | $101.00 ➝ $106.00 | Equal Weight ➝ Equal Weight |
| 7/31/2026 | CFR Cullen/Frost Bankers | Boost Price Target | $159.00 | $169.00 ➝ $183.00 | Overweight ➝ Overweight |
| 7/31/2026 | SAIA Saia | Lower Price Target | $344.00 | $520.00 ➝ $490.00 | Overweight ➝ Overweight |
| 7/30/2026 | CMG Chipotle Mexican Grill | Reiterated Rating | $34.00 | $36.00 ➝ $40.00 | Positive ➝ Positive |
| 7/30/2026 | PFSI PennyMac Financial Services | Lower Price Target | $66.00 | $91.00 ➝ $78.00 | Equal Weight ➝ Equal Weight |
| 7/30/2026 | EXP Eagle Materials | Boost Price Target | $179.00 | $225.00 ➝ $230.00 | Equal Weight ➝ Equal Weight |
| 7/30/2026 | SYBT Stock Yards Bancorp | Set Price Target | $79.00 | $75.00 ➝ $87.00 | Equal Weight ➝ Equal Weight |
| 7/30/2026 | MNRO Monro Muffler Brake | Lower Price Target | $12.00 | $20.00 ➝ $17.00 | Overweight ➝ Overweight |
| 7/30/2026 | CMG Chipotle Mexican Grill | Boost Price Target | $34.00 | $36.00 ➝ $40.00 | Equal Weight ➝ Equal Weight |
| 7/30/2026 | RUSHA Rush Enterprises | Boost Price Target | $49.00 | $40.00 ➝ $42.22 | Overweight ➝ Overweight |
| 7/30/2026 | NBTB NBT Bancorp | Downgrade | $52.00 | $52.00 ➝ $55.00 | Overweight ➝ Equal Weight |
| 7/30/2026 | WING Wingstop | Reiterated Rating | $101.00 | $200.00 | Overweight ➝ Overweight |
| 7/30/2026 | CHRW C.H. Robinson Worldwide | Lower Price Target | $153.00 | $225.00 ➝ $215.00 | Overweight ➝ Overweight |
| 7/29/2026 | BMRC Bank of Marin Bancorp | Set Price Target | $28.00 | $26.00 ➝ $30.00 | Equal Weight ➝ Equal Weight |
| 7/29/2026 | BCAL California BanCorp | Boost Price Target | $22.00 | $22.00 ➝ $24.00 | Overweight ➝ Overweight |
| 7/29/2026 | FSUN FirstSun Capital Bancorp | Lower Price Target | $39.00 | $46.00 ➝ $45.00 | Overweight ➝ Overweight |
