| Date | Company Name | Action | Current Price | Price Target | Rating |
|---|
| 12/11/2025 | ADBE Adobe | Lower Price Target | $356.00 | $450.00 ➝ $440.00 | Outperform ➝ Outperform |
| 12/11/2025 | ACN Accenture | Boost Price Target | $272.00 | $300.00 ➝ $330.00 | Outperform ➝ Outperform |
| 12/11/2025 | CB Chubb | Boost Price Target | $308.00 | $336.00 ➝ $364.00 | Outperform ➝ Outperform |
| 12/10/2025 | BRKR Bruker | Upgrade | $45.00 | $60.00 | Peer Perform ➝ Outperform |
| 12/10/2025 | BRZE Braze | Upgrade | $33.00 | | Overweight |
| 12/10/2025 | FIGS FIGS | Upgrade | $12.00 | | Buy |
| 12/10/2025 | PUMP ProPetro | Upgrade | $10.00 | $13.00 | Buy |
| 12/10/2025 | GEV GE Vernova | Upgrade | $672.00 | | Peer Perform ➝ Buy |
| 12/10/2025 | WAT Waters | Upgrade | $385.00 | $480.00 | Peer Perform ➝ Outperform |
| 12/10/2025 | PAYX Paychex | Lower Price Target | $115.00 | $130.00 ➝ $115.00 | Underperform ➝ Underperform |
| 12/10/2025 | AZO AutoZone | Lower Price Target | $3,440.00 | $4,613.00 ➝ $4,487.00 | Outperform |
| 12/10/2025 | HD Home Depot | Lower Price Target | $360.00 | $423.00 ➝ $414.00 | Outperform ➝ Outperform |
| 12/9/2025 | AFRM Affirm | Initiated Coverage | $67.00 | | Peer Perform |
| 12/9/2025 | WSO Watsco | Set Price Target | $354.00 | $349.00 | |
| 12/9/2025 | PNR Pentair | Reiterated Rating | $106.00 | $135.00 | Outperform ➝ Outperform |
| 12/9/2025 | CARR Carrier Global | Set Price Target | $53.00 | $74.00 | |
| 12/9/2025 | VRT Vertiv | Downgrade | $161.00 | | Outperform ➝ Peer Perform |
| 12/9/2025 | ETN Eaton | Upgrade | $332.00 | $413.00 | Peer Perform ➝ Outperform |
| 12/9/2025 | DG Dollar General | Boost Price Target | $133.00 | $139.00 ➝ $141.00 | Outperform ➝ Outperform |
| 12/8/2025 | CFLT Confluent | Downgrade | $30.00 | | Outperform ➝ Hold |
| 12/8/2025 | APD Air Products and Chemicals | Reiterated Rating | $243.00 | $315.00 | Outperform ➝ Outperform |
| 12/8/2025 | PBF PBF Energy | Downgrade | $30.00 | $23.00 | Peer Perform ➝ Underperform |
| 12/8/2025 | COF Capital One Financial | Initiated Coverage | $238.00 | $270.00 | Outperform |
| 12/8/2025 | AXP American Express | Initiated Coverage | $382.00 | | Peer Perform |
| 12/8/2025 | SYF Synchrony Financial | Initiated Coverage | $84.00 | $92.00 | Outperform |
| 12/8/2025 | ODFL Old Dominion Freight Line | Boost Price Target | $159.00 | $140.00 ➝ $141.00 | Underperform ➝ Underperform |
| 12/8/2025 | CVS CVS Health | Boost Price Target | $79.00 | $85.00 ➝ $100.00 | Outperform ➝ Outperform |
| 12/8/2025 | FDX FedEx | Boost Price Target | $285.00 | $298.00 ➝ $322.00 | Outperform ➝ Outperform |
| 12/5/2025 | PSX Phillips 66 | Boost Price Target | $141.00 | $158.00 ➝ $160.00 | Outperform ➝ Outperform |
| 12/4/2025 | CR Crane | Set Price Target | $191.00 | $215.00 | Outperform |
| 12/4/2025 | CR Crane | Initiated Coverage | $191.00 | $215.00 | Outperform |
| 12/4/2025 | CR Crane | Upgrade | $191.00 | | Strong-Buy |
| 12/3/2025 | GTLB GitLab | Reiterated Rating | $40.00 | $50.00 | Outperform ➝ Outperform |
| 12/3/2025 | GTLB GitLab | Set Price Target | $40.00 | $42.00 | |
| 12/3/2025 | LLY Eli Lilly and Company | Boost Price Target | $1,028.00 | $1,050.00 ➝ $1,250.00 | Outperform ➝ Outperform |
| 12/2/2025 | CRDO Credo Technology Group | Set Price Target | $144.00 | $240.00 | |
| 12/2/2025 | CRCL Circle Internet Group | Initiated Coverage | $83.00 | $60.00 | Underperform |
| 12/2/2025 | MU Micron Technology | Boost Price Target | $241.00 | $200.00 ➝ $300.00 | Outperform |
| 12/2/2025 | CRCL Circle Internet Group | Upgrade | $83.00 | | Strong Sell |
| 12/1/2025 | LNT Alliant Energy | Reiterated Rating | $65.00 | $76.00 | Outperform ➝ Outperform |
| 12/1/2025 | NEE NextEra Energy | Boost Price Target | $82.00 | $87.00 ➝ $94.00 | Outperform ➝ Outperform |
| 11/26/2025 | ADSK Autodesk | Boost Price Target | $298.00 | $370.00 ➝ $390.00 | Outperform ➝ Outperform |
| 11/25/2025 | INSP Inspire Medical Systems | Upgrade | $131.00 | $180.00 | Peer Perform ➝ Outperform |
| 11/24/2025 | MS Morgan Stanley | Upgrade | $179.00 | $198.00 | Peer Perform ➝ Outperform |
| 11/24/2025 | HD Home Depot | Lower Price Target | $360.00 | $497.00 ➝ $423.00 | Outperform ➝ Outperform |
| 11/24/2025 | LOW Lowe's Companies | Lower Price Target | $247.00 | $308.00 ➝ $285.00 | Outperform ➝ Outperform |
| 11/24/2025 | ARGX argenex | Reiterated Rating | $878.00 | | Outperform ➝ Peer Perform |
| 11/21/2025 | EMR Emerson Electric | Boost Price Target | $137.00 | $165.00 ➝ $168.00 | Outperform ➝ Outperform |
| 11/21/2025 | INTU Intuit | Lower Price Target | $671.00 | $900.00 ➝ $870.00 | |
| 11/20/2025 | EXAS Exact Sciences | Downgrade | $102.00 | | Strong-Buy ➝ Hold |
| 11/20/2025 | MRNA Moderna | Reiterated Rating | $29.00 | $17.00 | Underperform ➝ Underperform |
| 11/20/2025 | AJG Arthur J. Gallagher & Co. | Initiated Coverage | $255.00 | $291.00 | Outperform |
| 11/20/2025 | BRO Brown & Brown | Initiated Coverage | $82.00 | | Peer Perform |
| 11/20/2025 | NVDA NVIDIA | Boost Price Target | $175.00 | $230.00 ➝ $250.00 | Outperform ➝ Outperform |
| 11/20/2025 | HUM Humana | Lower Price Target | $268.00 | $313.00 ➝ $300.00 | Outperform ➝ Outperform |
| 11/19/2025 | KLAR Klarna Group | Lower Price Target | $31.00 | $50.00 ➝ $45.00 | Outperform ➝ Outperform |
| 11/18/2025 | TNGX Tango Therapeutics | Initiated Coverage | $9.00 | | Peer Perform |
| 11/18/2025 | SMMT Summit Therapeutics | Initiated Coverage | $18.00 | | Peer Perform |
| 11/18/2025 | SLNO Soleno Therapeutics | Initiated Coverage | $52.00 | $75.00 | Outperform |
| 11/18/2025 | SRRK Scholar Rock | Initiated Coverage | $47.00 | $42.00 | Outperform |
| 11/18/2025 | RVMD Revolution Medicines | Initiated Coverage | $79.00 | $75.00 | Outperform |
| 11/18/2025 | ORIC Oric Pharmaceuticals | Initiated Coverage | $9.00 | | Peer Perform |
| 11/18/2025 | JANX Janux Therapeutics | Initiated Coverage | $15.00 | | Peer Perform |
| 11/18/2025 | EXEL Exelixis | Initiated Coverage | $41.00 | | Peer Perform |
| 11/18/2025 | CORT Corcept Therapeutics | Initiated Coverage | $88.00 | | Peer Perform |
| 11/18/2025 | CELC Celcuity | Initiated Coverage | $105.00 | $110.00 | Outperform |
| 11/18/2025 | ASND Ascendis Pharma A/S | Initiated Coverage | $220.00 | $255.00 | Peer Perform |
| 11/18/2025 | ACLX Arcellx | Initiated Coverage | $72.00 | | Peer Perform |
| 11/17/2025 | ASND Ascendis Pharma A/S | Upgrade | $220.00 | | Strong-Buy |
| 11/17/2025 | CELC Celcuity | Upgrade | $105.00 | | Strong-Buy |
| 11/17/2025 | RVMD Revolution Medicines | Upgrade | $79.00 | | Strong-Buy |
| 11/17/2025 | SLNO Soleno Therapeutics | Upgrade | $52.00 | | Strong-Buy |
| 11/17/2025 | SRRK Scholar Rock | Upgrade | $47.00 | | Strong-Buy |
| 11/17/2025 | DAL Delta Air Lines | Lower Price Target | $70.00 | $72.00 ➝ $70.00 | Outperform ➝ Outperform |
| 11/14/2025 | SPCE Virgin Galactic | Reiterated Rating | $3.00 | | Peer Perform ➝ Peer Perform |
| 11/14/2025 | RXO RXO | Upgrade | $15.00 | | Underperform ➝ Peer Perform |
| 11/14/2025 | FDS FactSet Research Systems | Reiterated Rating | $292.00 | $290.00 | Underperform ➝ Underperform |
| 11/13/2025 | JCI Johnson Controls International | Boost Price Target | $115.00 | $135.00 ➝ $138.00 | Outperform ➝ Outperform |
| 11/13/2025 | MMM 3M | Boost Price Target | $169.00 | $187.00 ➝ $197.00 | Outperform ➝ Outperform |
| 11/13/2025 | NEE NextEra Energy | Lower Price Target | $82.00 | $94.00 ➝ $87.00 | Outperform ➝ Outperform |
| 11/13/2025 | FAST Fastenal | Upgrade | $42.00 | $43.00 | Underperform ➝ Peer Perform |
| 11/13/2025 | LII Lennox International | Upgrade | $506.00 | | Underperform ➝ Peer Perform |
| 11/13/2025 | DOX Amdocs | Reiterated Rating | $79.00 | | Outperform ➝ Peer Perform |
| 11/12/2025 | NTLA Intellia Therapeutics | Reiterated Rating | $9.00 | | Outperform ➝ Peer Perform |
| 11/11/2025 | PUBM PubMatic | Reiterated Rating | $9.00 | $12.00 | Outperform ➝ Outperform |
| 11/7/2025 | KNTK Kinetik | Reiterated Rating | $36.00 | $42.00 | Outperform ➝ Outperform |
| 11/7/2025 | MATX Matson | Upgrade | $119.00 | $142.00 | Peer Perform ➝ Outperform |
| 11/7/2025 | PODD Insulet | Boost Price Target | $296.00 | $350.00 ➝ $375.00 | Outperform ➝ Outperform |
| 11/7/2025 | CF CF Industries | Upgrade | $79.00 | | Hold ➝ Strong-Buy |
| 11/7/2025 | DDOG Datadog | Boost Price Target | $146.00 | $175.00 ➝ $240.00 | Outperform ➝ Outperform |
| 11/6/2025 | COP ConocoPhillips | Reiterated Rating | $96.00 | $131.00 | Outperform ➝ Outperform |
| 11/6/2025 | ABVX Abivax | Upgrade | $126.00 | | Strong-Buy |
| 11/6/2025 | IVA Inventiva | Upgrade | $4.00 | | Strong-Buy |
| 11/6/2025 | CTVA Corteva | Boost Price Target | $66.00 | $79.00 ➝ $80.00 | Outperform ➝ Outperform |
| 11/6/2025 | APLS Apellis Pharmaceuticals | Initiated Coverage | $25.00 | | Peer Perform |
| 11/5/2025 | ABVX Abivax | Initiated Coverage | $126.00 | $176.00 | Outperform |
| 11/5/2025 | IVA Inventiva | Initiated Coverage | $4.00 | $13.00 | Outperform |
| 11/5/2025 | IVA Inventiva | Initiated Coverage | $4.00 | $13.00 | Outperform |
| 11/5/2025 | FLYW Flywire | Reiterated Rating | $15.00 | $19.00 | Outperform ➝ Outperform |
| 11/5/2025 | LITE Lumentum | Reiterated Rating | $324.00 | $240.00 | Outperform ➝ Outperform |