| Date | Company Name | Action | Current Price | Price Target | Rating |
|---|
| 5/4/2026 | LLY Eli Lilly and Company | Reiterated Rating | $967.00 | $1,325.00 | Outperform ➝ Outperform |
| 5/1/2026 | RBLX Roblox | Initiated Coverage | $47.00 | | Outperform ➝ Outperform |
| 5/1/2026 | RBRK Rubrik | Initiated Coverage | $58.00 | $70.00 | Outperform |
| 5/1/2026 | CVLT CommVault Systems | Initiated Coverage | $102.00 | | Peer Perform |
| 4/30/2026 | AMZN Amazon.com | Reiterated Rating | $272.00 | $245.00 ➝ $320.00 | Outperform ➝ Outperform |
| 4/30/2026 | VGNT Versigent | Initiated Coverage | $36.00 | $53.00 | Outperform |
| 4/29/2026 | NXPI NXP Semiconductors | Boost Price Target | $291.00 | $270.00 ➝ $320.00 | Outperform ➝ Outperform |
| 4/27/2026 | VC Visteon | Upgrade | $108.00 | $135.00 | Peer Perform ➝ Outperform |
| 4/27/2026 | RUSHA Rush Enterprises | Initiated Coverage | $71.00 | $88.00 | Outperform |
| 4/27/2026 | RUSHA Rush Enterprises | Initiated Coverage | $71.00 | $88.00 | Outperform |
| 4/27/2026 | RUSHB Rush Enterprises | Upgrade | $68.00 | | Strong-Buy |
| 4/23/2026 | CSX CSX | Reiterated Rating | $45.00 | $50.00 | Outperform ➝ Outperform |
| 4/23/2026 | WAB Wabtec | Reiterated Rating | $262.00 | $303.00 | Outperform ➝ Outperform |
| 4/23/2026 | NOW ServiceNow | Set Price Target | $92.00 | $125.00 | |
| 4/23/2026 | TMHC Taylor Morrison Home | Reiterated Rating | $59.00 | $76.00 | Outperform ➝ Outperform |
| 4/23/2026 | MCO Moody's | Reiterated Rating | $450.00 | $535.00 | Outperform ➝ Outperform |
| 4/23/2026 | BA Boeing | Reiterated Rating | $221.00 | $275.00 | Outperform ➝ Outperform |
| 4/23/2026 | TXN Texas Instruments | Reiterated Rating | $281.00 | $315.00 | Outperform ➝ Outperform |
| 4/21/2026 | XOM ExxonMobil | Downgrade | $154.00 | | Outperform ➝ Peer Perform |
| 4/21/2026 | KMI Kinder Morgan | Downgrade | $32.00 | | Strong-Buy ➝ Hold |
| 4/21/2026 | EPD Enterprise Products Partners | Upgrade | $39.00 | | Strong Sell ➝ Hold |
| 4/21/2026 | WMB Williams Companies | Upgrade | $76.00 | | Hold ➝ Strong-Buy |
| 4/21/2026 | VLO Valero Energy | Reiterated Rating | $252.00 | $203.00 | Peer Perform ➝ Underperform |
| 4/17/2026 | NFLX Netflix | Reiterated Rating | $91.00 | $107.00 | Outperform ➝ Outperform |
| 4/17/2026 | QRVO Qorvo | Downgrade | $93.00 | | Outperform ➝ Peer Perform |
| 4/17/2026 | ALHC Alignment Healthcare | Initiated Coverage | $19.00 | $24.00 | Outperform |
| 4/16/2026 | OKTA Okta | Initiated Coverage | $77.00 | | Outperform ➝ Outperform |
| 4/16/2026 | CRWV CoreWeave | Initiated Coverage | $125.00 | $150.00 | Outperform |
| 4/16/2026 | CRWV CoreWeave | Initiated Coverage | $125.00 | $150.00 | Outperform |
| 4/16/2026 | NBIS Nebius Group | Initiated Coverage | $176.00 | | Peer Perform |
| 4/15/2026 | FOUR Shift4 Payments | Downgrade | $44.00 | | Outperform ➝ Peer Perform |
| 4/14/2026 | FAST Fastenal | Lower Price Target | $45.00 | $46.00 ➝ $45.00 | Underperform ➝ Underperform |
| 4/14/2026 | LYB LyondellBasell Industries | Boost Price Target | $76.00 | $38.00 ➝ $62.00 | Underperform ➝ Underperform |
| 4/13/2026 | LYV Live Nation Entertainment | Boost Price Target | $158.00 | $205.00 ➝ $206.00 | Outperform ➝ Outperform |
| 4/10/2026 | GOOGL Alphabet | Lower Price Target | $383.00 | $390.00 ➝ $360.00 | Outperform |
| 4/10/2026 | META Meta Platforms | Lower Price Target | $610.00 | $850.00 ➝ $800.00 | Outperform |
| 4/10/2026 | KLAC KLA | Boost Price Target | $1,713.00 | $1,800.00 ➝ $2,000.00 | Outperform ➝ Outperform |
| 4/9/2026 | PALI Palisade Bio | Initiated Coverage | $2.00 | $7.00 | Outperform |
| 4/9/2026 | AVTX Avalo Therapeutics | Initiated Coverage | $14.00 | $48.00 | Outperform |
| 4/9/2026 | PHVS Pharvaris | Initiated Coverage | $30.00 | $42.00 | Outperform |
| 4/9/2026 | DNTH Dianthus Therapeutics | Initiated Coverage | $89.00 | $98.00 | Outperform |
| 4/9/2026 | PRIM Primoris Services | Initiated Coverage | $186.00 | $183.00 | Outperform |
| 4/9/2026 | DELL Dell Technologies | Initiated Coverage | $212.00 | | Peer Perform |
| 4/8/2026 | PALI Palisade Bio | Initiated Coverage | $2.00 | $7.00 | Outperform |
| 4/8/2026 | AVTX Avalo Therapeutics | Initiated Coverage | $14.00 | $48.00 | Outperform |
| 4/8/2026 | PHVS Pharvaris | Initiated Coverage | $30.00 | $42.00 | Outperform |
| 4/8/2026 | CARR Carrier Global | Boost Price Target | $66.00 | $75.00 ➝ $76.00 | Outperform ➝ Outperform |
| 4/8/2026 | OTIS Otis Worldwide | Downgrade | $76.00 | | Outperform ➝ Peer Perform |
| 4/8/2026 | DNTH Dianthus Therapeutics | Upgrade | $89.00 | | Strong-Buy |
| 4/8/2026 | EMR Emerson Electric | Lower Price Target | $136.00 | $176.00 ➝ $169.00 | Outperform ➝ Outperform |
| 4/8/2026 | JCI Johnson Controls International | Lower Price Target | $145.00 | $161.00 ➝ $160.00 | Outperform ➝ Outperform |
| 4/8/2026 | MMM 3M | Lower Price Target | $142.00 | $205.00 ➝ $186.00 | Outperform ➝ Outperform |
| 4/8/2026 | XOM ExxonMobil | Lower Price Target | $154.00 | $158.00 ➝ $153.00 | Outperform ➝ Outperform |
| 4/8/2026 | DHR Danaher | Lower Price Target | $174.00 | $260.00 ➝ $230.00 | Outperform ➝ Outperform |
| 4/7/2026 | CSX CSX | Boost Price Target | $45.00 | $44.00 ➝ $46.00 | Outperform ➝ Outperform |
| 4/7/2026 | SLNO Soleno Therapeutics | Downgrade | $53.00 | | Outperform ➝ Hold |
| 4/7/2026 | DAL Delta Air Lines | Lower Price Target | $68.00 | $81.00 ➝ $73.00 | Outperform ➝ Outperform |
| 4/7/2026 | ODFL Old Dominion Freight Line | Boost Price Target | $192.00 | $183.00 ➝ $185.00 | Underperform ➝ Underperform |
| 4/7/2026 | NSC Norfolk Southern | Boost Price Target | $312.00 | $350.00 ➝ $355.00 | Outperform ➝ Outperform |
| 4/7/2026 | FDX FedEx | Lower Price Target | $358.00 | $427.00 ➝ $423.00 | Outperform ➝ Outperform |
| 4/7/2026 | SAIA Saia | Upgrade | $405.00 | | Peer Perform ➝ Outperform |
| 4/6/2026 | PAYP PayPay | Initiated Coverage | $21.00 | $26.00 | Outperform |
| 4/6/2026 | CTRA Coterra Energy | Boost Price Target | $36.00 | $45.00 ➝ $46.00 | Outperform ➝ Outperform |
| 4/6/2026 | APA APA | Boost Price Target | $42.00 | $45.00 ➝ $47.00 | Outperform ➝ Outperform |
| 4/6/2026 | DVN Devon Energy | Boost Price Target | $51.00 | $64.00 ➝ $65.00 | Outperform ➝ Outperform |
| 4/6/2026 | EQT EQT | Boost Price Target | $59.00 | $64.00 ➝ $69.00 | Outperform ➝ Outperform |
| 4/6/2026 | OXY Occidental Petroleum | Boost Price Target | $60.00 | $67.00 ➝ $70.00 | Outperform ➝ Outperform |
| 4/6/2026 | CCI Crown Castle | Lower Price Target | $90.00 | $114.00 ➝ $94.00 | Outperform ➝ Outperform |
| 4/6/2026 | COP ConocoPhillips | Boost Price Target | $125.00 | $138.00 ➝ $144.00 | Outperform ➝ Outperform |
| 4/6/2026 | EOG EOG Resources | Boost Price Target | $142.00 | $152.00 ➝ $154.00 | Outperform ➝ Outperform |
| 4/6/2026 | PSX Phillips 66 | Boost Price Target | $178.00 | $187.00 ➝ $193.00 | Outperform ➝ Outperform |
| 4/6/2026 | DLR Digital Realty Trust | Boost Price Target | $199.00 | $194.00 ➝ $211.00 | Outperform ➝ Outperform |
| 4/6/2026 | HUM Humana | Lower Price Target | $238.00 | $325.00 ➝ $250.00 | Outperform ➝ Outperform |
| 4/6/2026 | CB Chubb | Boost Price Target | $325.00 | $372.00 ➝ $373.00 | Outperform ➝ Outperform |
| 4/1/2026 | HBAN Huntington Bancshares | Lower Price Target | $16.00 | $21.00 ➝ $19.00 | Outperform ➝ Outperform |
| 4/1/2026 | FITB Fifth Third Bancorp | Lower Price Target | $49.00 | $57.00 ➝ $55.00 | Outperform ➝ Outperform |
| 4/1/2026 | EW Edwards Lifesciences | Upgrade | $83.00 | $92.00 | Peer Perform ➝ Outperform |
| 4/1/2026 | MS Morgan Stanley | Lower Price Target | $188.00 | $221.00 ➝ $197.00 | Outperform ➝ Outperform |
| 3/31/2026 | CNTA Centessa Pharmaceuticals | Downgrade | $40.00 | | Outperform ➝ Hold |
| 3/31/2026 | FAST Fastenal | Boost Price Target | $45.00 | $43.00 ➝ $46.00 | Underperform ➝ Underperform |
| 3/31/2026 | DE Deere & Company | Boost Price Target | $578.00 | $550.00 ➝ $660.00 | Outperform ➝ Outperform |
| 3/31/2026 | CAT Caterpillar | Boost Price Target | $875.00 | $670.00 ➝ $750.00 | Outperform ➝ Outperform |
| 3/30/2026 | CRWD CrowdStrike | Upgrade | $469.00 | $450.00 | Peer Perform ➝ Outperform |
| 3/27/2026 | OLMA Olema Pharmaceuticals | Initiated Coverage | $15.00 | | Peer Perform |
| 3/27/2026 | GMAB Genmab A/S | Initiated Coverage | $27.00 | $32.00 | Outperform |
| 3/27/2026 | KRYS Krystal Biotech | Initiated Coverage | $285.00 | | Peer Perform |
| 3/27/2026 | ONC BeOne Medicines | Initiated Coverage | $297.00 | $340.00 | Outperform |
| 3/26/2026 | VKTX Viking Therapeutics | Initiated Coverage | $32.00 | | Peer Perform |
| 3/26/2026 | NVO Novo Nordisk A/S | Initiated Coverage | $44.00 | | Peer Perform |
| 3/26/2026 | CORT Corcept Therapeutics | Upgrade | $52.00 | | Underperform ➝ Peer Perform |
| 3/26/2026 | GPCR Structure Therapeutics | Initiated Coverage | $43.00 | | Peer Perform |
| 3/26/2026 | HON Honeywell International | Boost Price Target | $210.00 | $293.00 ➝ $296.00 | Outperform ➝ Outperform |
| 3/25/2026 | BWA BorgWarner | Upgrade | $56.00 | $68.00 | Peer Perform ➝ Outperform |
| 3/25/2026 | GM General Motors | Upgrade | $76.00 | $96.00 | Peer Perform ➝ Outperform |
| 3/23/2026 | MLTX MoonLake Immunotherapeutics | Upgrade | $18.00 | $12.00 ➝ $24.00 | Underperform ➝ Outperform |
| 3/23/2026 | CLDX Celldex Therapeutics | Upgrade | $33.00 | $44.00 | Peer Perform ➝ Outperform |
| 3/19/2026 | AMZN Amazon.com | Lower Price Target | $272.00 | $255.00 ➝ $250.00 | Outperform ➝ Outperform |
| 3/18/2026 | NRG NRG Energy | Upgrade | $155.00 | $190.00 | Peer Perform ➝ Outperform |
| 3/17/2026 | MA Mastercard | Reiterated Rating | $505.00 | | Outperform ➝ Outperform |
| 3/16/2026 | OTIS Otis Worldwide | Reiterated Rating | $76.00 | | Outperform ➝ Outperform |