| Date | Company Name | Action | Current
Price | Price
Target | Rating |
|---|
| 9/16/2026 | PAYX Paychex | Upgrade | $117.00 | | Underperform ➝ Peer Perform |
| 9/15/2026 | PNR Pentair | Upgrade | $56.00 | $91.00 | Peer Perform ➝ Outperform |
| 9/15/2026 | HAYW Hayward | Initiated Coverage | $13.00 | | Peer Perform |
| 9/15/2026 | CNM Core & Main | Reiterated Rating | $43.00 | $63.00 | Outperform |
| 9/15/2026 | GFL GFL Environmental | Initiated Coverage | $41.00 | $77.00 | Outperform |
| 9/15/2026 | FAST Fastenal | Initiated Coverage | $49.00 | $51.00 | Underperform |
| 9/15/2026 | VLTO Veralto | Reiterated Rating | $96.00 | $125.00 | Outperform |
| 9/15/2026 | XYL Xylem | Initiated Coverage | $107.00 | | Peer Perform |
| 9/15/2026 | MSM MSC Industrial Direct | Initiated Coverage | $120.00 | | Peer Perform |
| 9/15/2026 | WCN Waste Connections | Initiated Coverage | $156.00 | $204.00 | Outperform |
| 9/15/2026 | SPXC SPX Technologies | Initiated Coverage | $179.00 | $250.00 | Outperform |
| 9/15/2026 | ITT ITT | Initiated Coverage | $195.00 | $272.00 | Outperform |
| 9/15/2026 | WM Waste Management | Initiated Coverage | $214.00 | | Peer Perform |
| 9/15/2026 | FERG Ferguson | Initiated Coverage | $215.00 | | Peer Perform |
| 9/15/2026 | RSG Republic Services | Initiated Coverage | $220.00 | | Peer Perform |
| 9/15/2026 | GWW W.W. Grainger | Initiated Coverage | $1,259.00 | | Peer Perform |
| 9/14/2026 | CHTR Charter Communications | Reiterated Rating | $135.00 | $118.00 | Peer Perform ➝ Underperform |
| 9/11/2026 | AON AON | Downgrade | $301.00 | | Hold ➝ Strong Sell |
| 9/10/2026 | KYMR Kymera Therapeutics | Upgrade | $116.00 | $180.00 | Peer Perform ➝ Outperform |
| 9/10/2026 | LPX Louisiana-Pacific | Initiated Coverage | $65.00 | $90.00 | Outperform |
| 9/8/2026 | AMKBY A.P. Moller-Maersk | Upgrade | $17.00 | | Strong Sell ➝ Hold |
| 9/2/2026 | SIRI Sirius XM | Initiated Coverage | $29.00 | | Outperform |
| 9/2/2026 | CHDN Churchill Downs | Initiated Coverage | $83.00 | $119.00 | Outperform |
| 9/2/2026 | FLUT Flutter Entertainment | Initiated Coverage | $98.00 | $150.00 | Outperform |
| 9/2/2026 | DKNG DraftKings | Initiated Coverage | $24.00 | $40.00 | Peer Perform ➝ Outperform |
| 9/2/2026 | WYNN Wynn Resorts | Initiated Coverage | $84.00 | $128.00 | Outperform |
| 9/2/2026 | LVS Las Vegas Sands | Initiated Coverage | $41.00 | | Peer Perform |
| 9/2/2026 | RRR Red Rock Resorts | Initiated Coverage | $53.00 | $73.00 | Outperform |
| 9/2/2026 | BYD Boyd Gaming | Initiated Coverage | $76.00 | | Peer Perform |
| 9/2/2026 | SRAD Sportradar Group | Initiated Coverage | $13.00 | $22.00 | Outperform |
| 9/2/2026 | DKNG DraftKings | Initiated Coverage | $24.00 | $40.00 | Peer Perform ➝ Outperform |
| 9/2/2026 | RRR Red Rock Resorts | Initiated Coverage | $53.00 | $73.00 | Outperform |
| 9/2/2026 | CHDN Churchill Downs | Initiated Coverage | $83.00 | $119.00 | Outperform |
| 9/2/2026 | WYNN Wynn Resorts | Initiated Coverage | $84.00 | $128.00 | Outperform |
| 9/2/2026 | FLUT Flutter Entertainment | Initiated Coverage | $98.00 | $150.00 | Outperform |
| 9/2/2026 | H Hyatt Hotels | Initiated Coverage | $159.00 | $203.00 | Outperform |
| 9/2/2026 | HLT Hilton Worldwide | Initiated Coverage | $306.00 | | Peer Perform |
| 9/2/2026 | MAR Marriott International | Initiated Coverage | $335.00 | | Hold |
| 8/31/2026 | PTGX Protagonist Therapeutics | Reiterated Rating | $143.00 | | Outperform ➝ Outperform |
| 8/31/2026 | ANAB AnaptysBio | Reiterated Rating | $54.00 | $78.00 | Outperform ➝ Outperform |
| 8/28/2026 | MRVL Marvell Technology | Reiterated Rating | $230.00 | $280.00 | Outperform ➝ Outperform |
| 8/28/2026 | RBRK Rubrik | Reiterated Rating | $105.00 | $120.00 | Outperform ➝ Outperform |
| 8/28/2026 | AFRM Affirm | Reiterated Rating | $72.00 | | Outperform ➝ Outperform |
| 8/27/2026 | GOOG Alphabet | Reiterated Rating | $339.00 | | Outperform ➝ Outperform |
| 8/27/2026 | CRM Salesforce | Upgrade | $251.00 | | Hold ➝ Strong-Buy |
| 8/26/2026 | SPCX SpaceX | Reiterated Rating | $151.00 | $175.00 | Outperform ➝ Outperform |
| 8/26/2026 | DTM DT Midstream | Upgrade | $125.00 | $145.00 | Peer Perform ➝ Outperform |
| 8/26/2026 | HRMY Harmony Biosciences | Initiated Coverage | $42.00 | $60.00 | Outperform |
| 8/26/2026 | INTU Intuit | Downgrade | $318.00 | | Outperform ➝ Peer Perform |
| 8/25/2026 | NFLX Netflix | Reiterated Rating | $76.00 | $84.00 ➝ $95.00 | Outperform ➝ Outperform |
| 8/25/2026 | XYZ Block | Boost Price Target | $77.00 | $100.00 ➝ $115.00 | Outperform ➝ Outperform |
| 8/25/2026 | V Visa | Reiterated Rating | $371.00 | $435.00 ➝ $460.00 | Outperform ➝ Outperform |
| 8/25/2026 | RELY Remitly Global | Boost Price Target | $22.00 | $31.00 ➝ $32.00 | Outperform ➝ Outperform |
| 8/25/2026 | PAYP PayPay | Boost Price Target | $18.00 | $18.00 ➝ $21.00 | Outperform ➝ Outperform |
| 8/25/2026 | NU NU | Lower Price Target | $14.00 | $18.00 ➝ $17.00 | Outperform ➝ Outperform |
| 8/25/2026 | MA Mastercard | Boost Price Target | $569.00 | $680.00 ➝ $740.00 | Outperform ➝ Outperform |
| 8/25/2026 | JKHY Jack Henry & Associates | Boost Price Target | $159.00 | $200.00 ➝ $215.00 | Outperform ➝ Outperform |
| 8/25/2026 | GPN Global Payments | Reiterated Rating | $86.00 | $110.00 ➝ $125.00 | Outperform ➝ Outperform |
| 8/25/2026 | FLYW Flywire | Boost Price Target | $18.00 | $22.00 ➝ $23.00 | Outperform ➝ Outperform |
| 8/25/2026 | CRCL Circle Internet Group | Boost Price Target | $80.00 | $50.00 ➝ $65.00 | Underperform ➝ Underperform |
| 8/25/2026 | CPAY Corpay | Boost Price Target | $402.00 | $475.00 ➝ $530.00 | Outperform ➝ Outperform |
| 8/25/2026 | COF Capital One Financial | Boost Price Target | $203.00 | $255.00 ➝ $275.00 | Outperform ➝ Outperform |
| 8/25/2026 | BILL BILL | Boost Price Target | $49.00 | $57.00 ➝ $60.00 | Outperform ➝ Outperform |
| 8/25/2026 | ADYEY Adyen | Reiterated Rating | $10.00 | | Outperform ➝ Outperform |
| 8/25/2026 | ACN Accenture | Boost Price Target | $190.00 | $165.00 ➝ $215.00 | Outperform ➝ Outperform |
| 8/25/2026 | MRNA Moderna | Upgrade | $146.00 | | Underperform ➝ Peer Perform |
| 8/25/2026 | PAY Paymentus | Downgrade | $37.00 | | Outperform ➝ Peer Perform |
| 8/25/2026 | BFH Bread Financial | Upgrade | $108.00 | $130.00 | Peer Perform ➝ Outperform |
| 8/25/2026 | KLAR Klarna Group | Downgrade | $14.00 | | Outperform ➝ Peer Perform |
| 8/25/2026 | CHYM Chime Financial | Boost Price Target | $31.00 | $32.00 ➝ $38.00 | Outperform ➝ Outperform |
| 8/25/2026 | FIS Fidelity National Information Services | Boost Price Target | $37.00 | $53.00 ➝ $54.00 | Outperform ➝ Outperform |
| 8/25/2026 | EEFT Euronet Worldwide | Lower Price Target | $69.00 | $75.00 ➝ $70.00 | Underperform ➝ Underperform |
| 8/25/2026 | SYF Synchrony Financial | Boost Price Target | $75.00 | $85.00 ➝ $90.00 | Outperform ➝ Outperform |
| 8/25/2026 | KSPI Joint Stock Company Kaspi.kz | Boost Price Target | $98.00 | $110.00 ➝ $115.00 | Outperform ➝ Outperform |
| 8/25/2026 | MRK Merck & Co., Inc. | Boost Price Target | $145.00 | $155.00 ➝ $180.00 | Outperform ➝ Outperform |
| 8/24/2026 | PHM PulteGroup | Set Price Target | $117.00 | $129.00 | Peer Perform ➝ Outperform |
| 8/24/2026 | JMKE Jersey Mike's | Initiated Coverage | $20.00 | | Peer Perform |
| 8/24/2026 | HUM Humana | Reiterated Rating | $384.00 | $450.00 | Outperform ➝ Outperform |
| 8/24/2026 | PHM PulteGroup | Upgrade | $117.00 | $158.00 | Peer Perform ➝ Outperform |
| 8/24/2026 | FTDR Frontdoor | Upgrade | $81.00 | | Outperform |
| 8/24/2026 | JANX Janux Therapeutics | Upgrade | $16.00 | $23.00 | Peer Perform ➝ Outperform |
| 8/21/2026 | WMT Walmart | Reiterated Rating | $108.00 | $115.00 | Outperform ➝ Outperform |
| 8/21/2026 | LITE Lumentum | Reiterated Rating | $919.00 | | Outperform ➝ Outperform |
| 8/20/2026 | FOX FOX | Set Price Target | $59.00 | $93.00 | |
| 8/19/2026 | AFL Aflac | Initiated Coverage | $117.00 | $103.00 | Underperform |
| 8/19/2026 | AFL Aflac | Initiated Coverage | $117.00 | $103.00 | Underperform |
| 8/18/2026 | TRAX First Tracks Biotherapeutics | Initiated Coverage | $39.00 | $83.00 | Outperform |
| 8/17/2026 | AMLX Amylyx Pharmaceuticals | Upgrade | $33.00 | | Strong-Buy |
| 8/14/2026 | TMUS T-Mobile US | Reiterated Rating | $176.00 | | Outperform ➝ Peer Perform |
| 8/13/2026 | FIVE Five Below | Downgrade | $238.00 | | Outperform ➝ Peer Perform |
| 8/13/2026 | DG Dollar General | Reiterated Rating | $123.00 | $143.00 | Outperform ➝ Outperform |
| 8/13/2026 | WAY Waystar | Upgrade | $27.00 | | Outperform |
| 8/13/2026 | DOCS Doximity | Upgrade | $26.00 | | Outperform |
| 8/13/2026 | SYK Stryker | Downgrade | $285.00 | | Outperform ➝ Peer Perform |
| 8/13/2026 | BIIB Biogen | Upgrade | $216.00 | $300.00 | Peer Perform ➝ Outperform |
| 8/13/2026 | ABBV AbbVie | Upgrade | $263.00 | $300.00 | Peer Perform ➝ Outperform |
| 8/13/2026 | ABT Abbott Laboratories | Upgrade | $102.00 | $130.00 | Peer Perform ➝ Outperform |
| 8/12/2026 | LPLA LPL Financial | Reiterated Rating | $333.00 | $454.00 | Outperform ➝ Outperform |
| 8/12/2026 | CAVA CAVA Group | Boost Price Target | $50.00 | $79.00 ➝ $82.00 | Outperform ➝ Outperform |
| 8/11/2026 | BA Boeing | Downgrade | $202.00 | | Outperform ➝ Hold |
