| Date | Company Name | Action | Current Price | Price Target | Rating |
|---|
| 2/4/2026 | ITW Illinois Tool Works | Reiterated Rating | $278.00 | $270.00 | Underweight ➝ Underweight |
| 2/4/2026 | GPK Graphic Packaging | Set Price Target | $12.00 | $11.00 | |
| 2/4/2026 | TRI Thomson Reuters | Set Price Target | $92.00 | $140.00 | |
| 2/4/2026 | CSGP CoStar Group | Set Price Target | $52.00 | $48.00 | |
| 2/4/2026 | HUBB Hubbell | Reiterated Rating | $504.00 | $550.00 | Overweight ➝ Overweight |
| 2/4/2026 | BALL Ball | Reiterated Rating | $62.00 | $70.00 | Overweight ➝ Overweight |
| 2/4/2026 | PYPL PayPal | Set Price Target | $42.00 | $48.00 | |
| 2/4/2026 | MPC Marathon Petroleum | Reiterated Rating | $187.00 | $217.00 | Overweight ➝ Overweight |
| 2/4/2026 | PEP PepsiCo | Set Price Target | $163.00 | $165.00 | |
| 2/4/2026 | CPRI Capri | Set Price Target | $20.00 | $21.00 | |
| 2/3/2026 | DOC Healthpeak Properties | Reiterated Rating | $16.00 | | Positive ➝ Positive |
| 2/3/2026 | RVTY Revvity | Boost Price Target | $101.00 | $107.00 ➝ $110.00 | Equal Weight ➝ Equal Weight |
| 2/3/2026 | VRDN Viridian Therapeutics | Boost Price Target | $32.00 | $26.00 ➝ $29.00 | Equal Weight ➝ Equal Weight |
| 2/3/2026 | DIS Walt Disney | Lower Price Target | $104.00 | $152.00 ➝ $150.00 | Overweight ➝ Overweight |
| 2/3/2026 | APTV Aptiv | Boost Price Target | $78.00 | $99.00 ➝ $102.00 | Overweight ➝ Overweight |
| 2/2/2026 | CSW CSW Industrials | Lower Price Target | $261.00 | $300.00 ➝ $280.00 | Equal Weight ➝ Equal Weight |
| 2/2/2026 | CHD Church & Dwight | Reiterated Rating | $99.00 | $92.00 ➝ $105.00 | Overweight ➝ Overweight |
| 2/2/2026 | APD Air Products and Chemicals | Boost Price Target | $277.00 | $250.00 ➝ $270.00 | Equal Weight ➝ Equal Weight |
| 2/2/2026 | PRAX Praxis Precision Medicines | Initiated Coverage | $311.00 | $282.00 | Equal Weight |
| 2/2/2026 | RAPP Rapport Therapeutics | Initiated Coverage | $27.00 | $43.00 | Overweight |
| 2/2/2026 | DOC Healthpeak Properties | Lower Price Target | $16.00 | $19.00 ➝ $18.00 | Equal Weight ➝ Equal Weight |
| 2/2/2026 | MMI Marcus & Millichap | Lower Price Target | $25.00 | $29.00 ➝ $28.00 | Underweight ➝ Underweight |
| 2/2/2026 | VZ Verizon Communications | Boost Price Target | $46.00 | $41.00 ➝ $44.00 | Equal Weight ➝ Equal Weight |
| 2/2/2026 | CHTR Charter Communications | Boost Price Target | $213.00 | $180.00 ➝ $200.00 | Underweight ➝ Underweight |
| 2/2/2026 | LYB LyondellBasell Industries | Boost Price Target | $53.00 | $45.00 ➝ $48.00 | Equal Weight ➝ Equal Weight |
| 2/2/2026 | REGN Regeneron Pharmaceuticals | Boost Price Target | $759.00 | $745.00 ➝ $800.00 | Equal Weight ➝ Equal Weight |
| 2/2/2026 | HIG The Hartford Insurance Group | Boost Price Target | $138.00 | $153.00 ➝ $156.00 | Overweight ➝ Overweight |
| 2/2/2026 | XOM Exxon Mobil | Lower Price Target | $144.00 | $158.00 ➝ $156.00 | Overweight ➝ Overweight |
| 2/2/2026 | CVX Chevron | Boost Price Target | $178.00 | $196.00 ➝ $204.00 | Overweight ➝ Overweight |
| 2/1/2026 | AON AON | Lower Price Target | $347.00 | $448.00 ➝ $443.00 | Overweight ➝ Overweight |
| 2/1/2026 | CL Colgate-Palmolive | Boost Price Target | $93.00 | $86.00 ➝ $94.00 | Equal Weight ➝ Equal Weight |
| 2/1/2026 | RCL Royal Caribbean Cruises | Boost Price Target | $326.00 | $373.00 ➝ $383.00 | Overweight ➝ Overweight |
| 2/1/2026 | ARCB ArcBest | Boost Price Target | $104.00 | $74.00 ➝ $85.00 | Equal Weight ➝ Equal Weight |
| 1/30/2026 | TMO Thermo Fisher Scientific | Set Price Target | $570.00 | $683.00 | |
| 1/30/2026 | LION Lionsgate Studios | Boost Price Target | $9.00 | $9.00 ➝ $12.00 | Overweight ➝ Overweight |
| 1/30/2026 | CAT Caterpillar | Boost Price Target | $703.00 | $702.00 ➝ $756.00 | Overweight ➝ Overweight |
| 1/30/2026 | DECK Deckers Outdoor | Set Price Target | $113.00 | $95.00 ➝ $110.00 | Equal Weight ➝ Equal Weight |
| 1/30/2026 | AJG Arthur J. Gallagher & Co. | Lower Price Target | $247.00 | $311.00 ➝ $298.00 | Overweight ➝ Overweight |
| 1/30/2026 | KLAC KLA | Boost Price Target | $1,356.00 | $1,600.00 ➝ $1,900.00 | Overweight ➝ Overweight |
| 1/30/2026 | JKHY Jack Henry & Associates | Boost Price Target | $166.00 | $164.00 ➝ $181.00 | Equal Weight ➝ Equal Weight |
| 1/30/2026 | HCA HCA Healthcare | Boost Price Target | $499.00 | $452.00 ➝ $481.00 | Equal Weight ➝ Equal Weight |
| 1/30/2026 | ELV Elevance Health | Lower Price Target | $339.00 | $424.00 ➝ $391.00 | Overweight ➝ Overweight |
| 1/30/2026 | ALGM Allegro MicroSystems | Boost Price Target | $39.00 | $40.00 ➝ $45.00 | Overweight ➝ Overweight |
| 1/30/2026 | SNDR Schneider National | Lower Price Target | $29.00 | $30.00 ➝ $25.00 | Equal Weight ➝ Equal Weight |
| 1/30/2026 | LUV Southwest Airlines | Boost Price Target | $51.00 | $45.00 ➝ $50.00 | Equal Weight ➝ Equal Weight |
| 1/30/2026 | WM Waste Management | Boost Price Target | $225.00 | $246.00 ➝ $250.00 | Overweight ➝ Overweight |
| 1/30/2026 | TT Trane Technologies | Boost Price Target | $435.00 | $375.00 ➝ $400.00 | Underweight ➝ Underweight |
| 1/30/2026 | PH Parker-Hannifin | Boost Price Target | $964.00 | $1,000.00 ➝ $1,050.00 | Overweight ➝ Overweight |
| 1/30/2026 | HON Honeywell International | Boost Price Target | $231.00 | $215.00 ➝ $235.00 | Equal Weight ➝ Equal Weight |
| 1/30/2026 | DOV Dover | Boost Price Target | $212.00 | $205.00 ➝ $210.00 | Equal Weight ➝ Equal Weight |
| 1/30/2026 | RMD ResMed | Boost Price Target | $251.00 | $265.00 ➝ $270.00 | Equal Weight ➝ Equal Weight |
| 1/30/2026 | UNH UnitedHealth Group | Lower Price Target | $284.00 | $400.00 ➝ $370.00 | Overweight ➝ Overweight |
| 1/30/2026 | MRSH Marsh | Boost Price Target | $188.00 | $199.00 ➝ $203.00 | Equal Weight ➝ Equal Weight |
| 1/30/2026 | AXS Axis Capital | Lower Price Target | $105.00 | $124.00 ➝ $121.00 | Overweight ➝ Overweight |
| 1/30/2026 | PFSI PennyMac Financial Services | Lower Price Target | $93.00 | $150.00 ➝ $135.00 | Overweight ➝ Overweight |
| 1/30/2026 | MDT Medtronic | Initiated Coverage | $103.00 | $114.00 | Overweight |
| 1/30/2026 | WDC Western Digital | Boost Price Target | $290.00 | $260.00 ➝ $335.00 | Overweight ➝ Overweight |
| 1/30/2026 | MXL MaxLinear | Boost Price Target | $17.00 | $18.00 ➝ $20.00 | Equal Weight ➝ Equal Weight |
| 1/30/2026 | AMD Advanced Micro Devices | Reiterated Rating | $242.00 | $345.00 | Overweight ➝ Overweight |
| 1/30/2026 | IP International Paper | Upgrade | $42.00 | $36.00 ➝ $40.00 | Underweight ➝ Equal Weight |
| 1/29/2026 | MA Mastercard | Boost Price Target | $551.00 | $660.00 ➝ $668.00 | Overweight ➝ Overweight |
| 1/29/2026 | NLY Annaly Capital Management | Reiterated Rating | $23.00 | $23.00 ➝ $25.00 | Overweight ➝ Overweight |
| 1/29/2026 | NRIX Nurix Therapeutics | Lower Price Target | $17.00 | $30.00 ➝ $29.00 | Overweight ➝ Overweight |
| 1/29/2026 | MSCI MSCI | Boost Price Target | $580.00 | $590.00 ➝ $618.00 | Equal Weight ➝ Equal Weight |
| 1/29/2026 | AVT Avnet | Boost Price Target | $63.00 | $43.00 ➝ $48.00 | Underweight ➝ Underweight |
| 1/29/2026 | MSFT Microsoft | Lower Price Target | $411.00 | $630.00 ➝ $615.00 | Overweight ➝ Overweight |
| 1/29/2026 | VMC Vulcan Materials | Boost Price Target | $311.00 | $310.00 ➝ $317.00 | Equal Weight ➝ Equal Weight |
| 1/29/2026 | MLM Martin Marietta Materials | Boost Price Target | $664.00 | $610.00 ➝ $631.00 | Equal Weight ➝ Equal Weight |
| 1/29/2026 | EXP Eagle Materials | Lower Price Target | $219.00 | $251.00 ➝ $241.00 | Overweight ➝ Overweight |
| 1/29/2026 | CRH CRH | Lower Price Target | $122.00 | $138.00 ➝ $133.00 | Equal Weight ➝ Equal Weight |
| 1/29/2026 | AMRZ Amrize | Boost Price Target | $54.00 | $58.00 ➝ $59.00 | Overweight ➝ Overweight |
| 1/29/2026 | SCCO Southern Copper | Set Price Target | $215.00 | $182.00 ➝ $192.00 | Equal Weight ➝ Equal Weight |
| 1/29/2026 | TFX Teleflex | Lower Price Target | $102.00 | $139.00 ➝ $116.00 | Equal Weight ➝ Equal Weight |
| 1/29/2026 | OHI Omega Healthcare Investors | Downgrade | $43.00 | $48.00 ➝ $45.00 | Overweight ➝ Equal Weight |
| 1/29/2026 | LVS Las Vegas Sands | Boost Price Target | $57.00 | $67.00 ➝ $68.00 | Equal Weight ➝ Equal Weight |
| 1/29/2026 | CHRW C.H. Robinson Worldwide | Boost Price Target | $200.00 | $185.00 ➝ $210.00 | Overweight ➝ Overweight |
| 1/29/2026 | LII Lennox International | Lower Price Target | $509.00 | $525.00 ➝ $520.00 | Equal Weight ➝ Equal Weight |
| 1/29/2026 | TSLA Tesla | Lower Price Target | $422.00 | $130.00 ➝ $125.00 | Underweight ➝ Underweight |
| 1/29/2026 | CNMD CONMED | Boost Price Target | $39.00 | $41.00 ➝ $42.00 | Equal Weight ➝ Equal Weight |
| 1/29/2026 | PGR Progressive | Lower Price Target | $201.00 | $240.00 ➝ $220.00 | Equal Weight ➝ Equal Weight |
| 1/29/2026 | SMG Scotts Miracle-Gro | Boost Price Target | $64.00 | $67.00 ➝ $70.00 | Overweight ➝ Overweight |
| 1/29/2026 | LRCX Lam Research | Boost Price Target | $230.00 | $250.00 ➝ $290.00 | Overweight ➝ Overweight |
| 1/29/2026 | KNF Knife River | Lower Price Target | $73.00 | $81.00 ➝ $75.00 | Equal Weight ➝ Equal Weight |
| 1/29/2026 | PPG PPG Industries | Boost Price Target | $120.00 | $130.00 ➝ $135.00 | Overweight ➝ Overweight |
| 1/29/2026 | PKG Packaging Corporation of America | Boost Price Target | $224.00 | $233.00 ➝ $234.00 | Overweight ➝ Overweight |
| 1/29/2026 | GEF Greif | Boost Price Target | $72.00 | $72.00 ➝ $73.00 | Equal Weight ➝ Equal Weight |
| 1/29/2026 | ASML ASML | Boost Price Target | $1,396.00 | $1,450.00 ➝ $1,650.00 | Overweight ➝ Overweight |
| 1/29/2026 | ADP Automatic Data Processing | Lower Price Target | $235.00 | $272.00 ➝ $262.00 | Underweight ➝ Underweight |
| 1/29/2026 | META Meta Platforms | Boost Price Target | $692.00 | $754.00 ➝ $849.00 | Overweight ➝ Overweight |
| 1/28/2026 | SBUX Starbucks | Set Price Target | $93.00 | $110.00 | |
| 1/28/2026 | AGNC AGNC Investment | Boost Price Target | $11.00 | $10.00 ➝ $12.00 | Overweight ➝ Overweight |
| 1/28/2026 | NGVT Ingevity | Boost Price Target | $70.00 | $60.00 ➝ $65.00 | Equal Weight ➝ Equal Weight |
| 1/28/2026 | GM General Motors | Boost Price Target | $86.00 | $48.00 ➝ $57.00 | Underweight ➝ Underweight |
| 1/28/2026 | NXT Nextpower | Boost Price Target | $120.00 | $109.00 ➝ $127.00 | Overweight ➝ Overweight |
| 1/28/2026 | TXN Texas Instruments | Boost Price Target | $225.00 | $185.00 ➝ $215.00 | Equal Weight ➝ Equal Weight |
| 1/28/2026 | HTFL Heartflow | Initiated Coverage | $28.00 | $38.00 | Overweight |
| 1/28/2026 | HTFL Heartflow | Initiated Coverage | $28.00 | $38.00 | Overweight |
| 1/28/2026 | SYY Sysco | Boost Price Target | $85.00 | $88.00 ➝ $92.00 | Overweight ➝ Overweight |
| 1/28/2026 | STX Seagate Technology | Boost Price Target | $444.00 | $360.00 ➝ $450.00 | Equal Weight ➝ Equal Weight |
| 1/28/2026 | CVLT CommVault Systems | Lower Price Target | $82.00 | $190.00 ➝ $155.00 | Overweight ➝ Overweight |