| Date | Company Name | Action | Current
Price | Price
Target | Rating |
|---|
| 7/31/2026 | SPCX SpaceX | Reiterated Rating | $108.00 | | Outperform ➝ Outperform |
| 7/31/2026 | GDDY GoDaddy | Downgrade | $83.00 | | Outperform ➝ Market Perform |
| 7/30/2026 | MKTX MarketAxess | Downgrade | $162.00 | | Outperform ➝ Market Perform |
| 7/30/2026 | LRN Stride | Downgrade | $80.00 | | Outperform ➝ Market Perform |
| 7/29/2026 | PSN Parsons | Reiterated Rating | $44.00 | | Outperform ➝ Outperform |
| 7/29/2026 | LII Lennox International | Reiterated Rating | $416.00 | | Outperform ➝ Outperform |
| 7/29/2026 | SWKS Skyworks Solutions | Reiterated Rating | $62.00 | | Buy ➝ Buy |
| 7/29/2026 | FTRE Fortrea | Upgrade | $19.00 | | Hold |
| 7/29/2026 | CSGP CoStar Group | Downgrade | $29.00 | | Outperform ➝ Market Perform |
| 7/28/2026 | RCL Royal Caribbean Cruises | Reiterated Rating | $319.00 | | Outperform ➝ Outperform |
| 7/28/2026 | BA Boeing | Reiterated Rating | $217.00 | | Outperform ➝ Outperform |
| 7/28/2026 | RAPP Rapport Therapeutics | Initiated Coverage | $41.00 | | Outperform |
| 7/28/2026 | IQV IQVIA | Upgrade | $235.00 | | Strong-Buy |
| 7/27/2026 | LIME Neutron | Initiated Coverage | $30.00 | | Outperform |
| 7/24/2026 | AMD Advanced Micro Devices | Reiterated Rating | $476.00 | | Market Perform ➝ Market Perform |
| 7/24/2026 | MAMA Mama's Creations | Initiated Coverage | $18.00 | | Outperform |
| 7/23/2026 | CNM Core & Main | Initiated Coverage | $44.00 | | Market Perform |
| 7/23/2026 | BLFS BioLife Solutions | Set Price Target | $31.00 | $31.00 | |
| 7/22/2026 | PEGA Pegasystems | Downgrade | $31.00 | | Outperform ➝ Market Perform |
| 7/21/2026 | FTNT Fortinet | Reiterated Rating | $162.00 | | Market Perform ➝ Market Perform |
| 7/21/2026 | KMDA Kamada | Set Price Target | $7.00 | $15.00 | |
| 7/17/2026 | BJRI BJ's Restaurants | Upgrade | $68.00 | | Market Perform ➝ Outperform |
| 7/16/2026 | CDNA CareDx | Upgrade | $44.00 | | Hold |
| 7/15/2026 | AVAV AeroVironment | Reiterated Rating | $149.00 | | Outperform ➝ Outperform |
| 7/15/2026 | DOCN DigitalOcean | Reiterated Rating | $117.00 | | Outperform ➝ Outperform |
| 7/15/2026 | AEO American Eagle Outfitters | Reiterated Rating | $17.00 | | Buy ➝ Buy |
| 7/15/2026 | PGR Progressive | Reiterated Rating | $212.00 | | Market Perform ➝ Market Perform |
| 7/15/2026 | TATT TAT Technologies | Reiterated Rating | $39.00 | | Hold ➝ Hold |
| 7/15/2026 | PYPL PayPal | Reiterated Rating | $57.00 | | Market Perform ➝ Market Perform |
| 7/9/2026 | AMD Advanced Micro Devices | Initiated Coverage | $476.00 | | Market Perform |
| 7/8/2026 | ZURA Zura Bio | Initiated Coverage | $5.00 | | Outperform |
| 7/7/2026 | ARLO Arlo Technologies | Initiated Coverage | $15.00 | | Outperform |
| 7/7/2026 | SPCX SpaceX | Initiated Coverage | $108.00 | | Outperform |
| 7/2/2026 | TSLA Tesla | Reiterated Rating | $311.00 | | Market Perform ➝ Market Perform |
| 7/1/2026 | CON Concentra Group Holdings Parent | Initiated Coverage | $32.00 | | Outperform |
| 6/30/2026 | XYZ Block | Downgrade | $81.00 | | Market Perform |
| 6/30/2026 | GLOB Globant | Downgrade | $37.00 | | Outperform ➝ Market Perform |
| 6/29/2026 | IRDM Iridium Communications | Downgrade | $47.00 | | Outperform ➝ Hold |
| 6/29/2026 | LFTO Liftoff Mobile | Initiated Coverage | $22.00 | | Outperform |
| 6/29/2026 | EVMN Evommune | Downgrade | $11.00 | | Outperform ➝ Market Perform |
| 6/25/2026 | TECH Bio-Techne | Downgrade | $72.00 | | Outperform ➝ Market Perform |
| 6/23/2026 | CPB Campbell's | Initiated Coverage | $22.00 | | Market Perform |
| 6/23/2026 | BLZE Backblaze | Upgrade | $14.00 | | Underperform ➝ Market Perform |
| 6/18/2026 | ACN Accenture | Downgrade | $166.00 | | Outperform ➝ Market Perform |
| 6/17/2026 | LYFT Lyft | Downgrade | $16.00 | | Market Perform |
| 6/17/2026 | SLP Simulations Plus | Downgrade | $18.00 | | Outperform ➝ Market Perform |
| 6/16/2026 | PANW Palo Alto Networks | Reiterated Rating | $332.00 | | Outperform ➝ Outperform |
| 6/15/2026 | LRN Stride | Reiterated Rating | $80.00 | | Outperform ➝ Outperform |
| 6/15/2026 | ROKU Roku | Downgrade | $145.00 | | Outperform ➝ Market Perform |
| 6/15/2026 | PAYO Payoneer Global | Downgrade | $7.00 | | Outperform ➝ Hold |
| 6/11/2026 | CRCL Circle Internet Group | Reiterated Rating | $63.00 | | Outperform ➝ Outperform |
| 6/11/2026 | JILL J.Jill | Downgrade | $18.00 | | Outperform ➝ Market Perform |
| 6/10/2026 | ATLC Atlanticus | Set Price Target | $105.00 | $100.00 | |
| 6/8/2026 | FRVO Fervo Energy | Initiated Coverage | $23.00 | $43.00 | Outperform |
| 6/8/2026 | FRVO Fervo Energy | Initiated Coverage | $23.00 | $43.00 | Outperform |
| 6/4/2026 | LPLA LPL Financial | Reiterated Rating | $354.00 | | Outperform ➝ Outperform |
| 6/4/2026 | MDLN Medline | Reiterated Rating | $39.00 | | Outperform ➝ Outperform |
| 6/4/2026 | KRT Karat Packaging | Upgrade | $40.00 | | Market Perform ➝ Outperform |
| 6/2/2026 | VERA Vera Therapeutics | Reiterated Rating | $32.00 | | Outperform ➝ Outperform |
| 6/2/2026 | NVDA NVIDIA | Reiterated Rating | $201.00 | | Outperform ➝ Outperform |
| 6/1/2026 | DELL Dell Technologies | Initiated Coverage | $406.00 | | Neutral |
| 6/1/2026 | SUJA Suja Life | Initiated Coverage | $11.00 | | Outperform |
| 6/1/2026 | HAWK HawkEye 360 | Initiated Coverage | $21.00 | | Outperform |
| 5/29/2026 | ASTS AST SpaceMobile | Reiterated Rating | $59.00 | | Market Perform ➝ Market Perform |
| 5/28/2026 | P Everpure | Reiterated Rating | $77.00 | | Outperform ➝ Outperform |
| 5/28/2026 | MRVL Marvell Technology | Reiterated Rating | $188.00 | | Outperform ➝ Outperform |
| 5/27/2026 | VRRM Verra Mobility | Downgrade | $5.00 | | Outperform ➝ Market Perform |
| 5/26/2026 | GKOS Glaukos | Reiterated Rating | $167.00 | | Outperform ➝ Outperform |
| 5/22/2026 | ESTC Elastic | Initiated Coverage | $66.00 | | Outperform |
| 5/22/2026 | WDAY Workday | Upgrade | $160.00 | | Strong-Buy |
| 5/21/2026 | DT Dynatrace | Initiated Coverage | $44.00 | | Outperform |
| 5/20/2026 | HUM Humana | Initiated Coverage | $365.00 | | Outperform |
| 5/20/2026 | CASY Casey's General Stores | Initiated Coverage | $871.00 | | Outperform |
| 5/20/2026 | PODD Insulet | Initiated Coverage | $165.00 | | Outperform |
| 5/18/2026 | FTW Presidio Production | Initiated Coverage | $11.00 | | Outperform |
| 5/15/2026 | DXCM DexCom | Upgrade | $83.00 | | Strong-Buy |
| 5/14/2026 | MDXH MDxHealth | Downgrade | $0.00 | | Outperform ➝ Market Perform |
| 5/12/2026 | VSTS Vestis | Upgrade | $15.00 | | Market Perform ➝ Outperform |
| 5/12/2026 | LOW Lowe's Companies | Initiated Coverage | $209.00 | | Overweight |
| 5/12/2026 | KLRA Kailera Therapeutics | Initiated Coverage | $17.00 | | Outperform |
| 5/12/2026 | AVEX AEVEX | Initiated Coverage | $17.00 | | Outperform |
| 5/11/2026 | ARXS Arxis | Initiated Coverage | $54.00 | | Outperform |
| 5/11/2026 | WSE Wise Group | Initiated Coverage | $12.00 | | Outperform |
| 5/11/2026 | MAIR Madison Air Solutions | Initiated Coverage | $29.00 | | Outperform |
| 5/8/2026 | HUBS HubSpot | Downgrade | $237.00 | | Outperform ➝ Market Perform |
| 5/8/2026 | TTD Trade Desk | Downgrade | $18.00 | | Outperform ➝ Market Perform |
| 5/8/2026 | VITL Vital Farms | Reiterated Rating | $13.00 | | Outperform ➝ Market Perform |
| 5/7/2026 | PLNT Planet Fitness | Downgrade | $56.00 | | Outperform ➝ Market Perform |
| 5/4/2026 | HTFL Heartflow | Initiated Coverage | $25.00 | | Outperform |
| 5/4/2026 | RMIX Suncrete | Initiated Coverage | $17.00 | | Outperform |
| 4/30/2026 | EXE Expand Energy | Downgrade | $94.00 | | Outperform ➝ Market Perform |
| 4/29/2026 | AKTS Aktis Oncology | Initiated Coverage | $22.00 | | Outperform |
| 4/28/2026 | RPD Rapid7 | Downgrade | $10.00 | | Outperform ➝ Market Perform |
| 4/28/2026 | TENB Tenable | Downgrade | $33.00 | | Outperform ➝ Market Perform |
| 4/28/2026 | QLYS Qualys | Downgrade | $145.00 | | Outperform ➝ Market Perform |
| 4/28/2026 | MCK McKesson | Initiated Coverage | $858.00 | | Outperform |
| 4/28/2026 | COR Cencora | Initiated Coverage | $312.00 | | Market Perform |
| 4/28/2026 | CAH Cardinal Health | Initiated Coverage | $230.00 | | Outperform |
| 4/22/2026 | DRVN Driven Brands | Downgrade | $14.00 | | Outperform ➝ Hold |
| 4/21/2026 | KFRC Kforce | Upgrade | $57.00 | | Market Perform ➝ Outperform |
