| * Aerovironment Inc AVAV.O: RBC cuts target price to $400 from $440 |
| * Agnico Eagle Mines Ltd AEM.N: Jefferies cuts target price to $189 from $193 |
| * Aim Immunotech Inc AIM.A: Ascendiant Capital Markets cuts PT to $22 from $24 |
| * Alamos Gold Inc AGI.N: Jefferies raises target price to $49 from $44 |
| * Albemarle ALB.N: Jefferies raises target price to $152 from $124 |
| * Alcoa Corp AA.N: Jefferies raises target price to $55 from $42 |
| * Amrize AG AMRZ.N: RBC cuts to sector perform from outperform |
| * Amrize AG AMRZ.N: RBC raises target price to $60 from $56 |
| * Apple Inc AAPL.O: Wedbush raises target price to $350 from $320 |
| * Badger Meter Inc BMI.N: JP Morgan cuts target price to $235 from $240 |
| * Barrick Mining B.N: Jefferies raises target price to $55 from $46 |
| * BHP Group BHP.N: Jefferies raises target price to $60 from $57 |
| * California Resources Corp CRC.N: Gerdes Energy Research cuts target price by $8 to $56 |
| * Cooper Companies Inc COO.O: Jefferies raises target price to $100 from $85 |
| * Enlight Renewable Energy Ltd ENLT.O: JP Morgan cuts to underweight from neutral |
| * Enphase Energy Inc ENPH.O: JP Morgan cuts target price to $33 from $37 |
| * Equity Lifestyle Properties ELS.N: RBC raises target price to $70 from $66 |
| * Equity Lifestyle Properties ELS.N: RBC raises to outperform from sector perform |
| * Franco-Nevada Corp FNV.N: Jefferies raises target price to $228 from $215 |
| * Freeport-Mcmoran Inc FCX.N: Jefferies raises target price to $55 from $50 |
| * Frontview REIT Inc FVR.N: JP Morgan raises target price to $17 from $15 |
| * GE Healthcare GEHC.O: HSBC raises target price to $100 from $87 |
| * Ivanhoe Electric Inc IE.N: Jefferies raises target price to $19 from $16 |
| * Jack Henry & Associates Inc JKHY.O: KBW raises target price to $215 from $170 |
| * Jack Henry & Associates Inc JKHY.O: KBW raises to outperform from market perform |
| * James Hardie Industries Plc JHX.N: Barclays initiates coverage with equal weight rating |
| * James Hardie Industries Plc JHX.N: Barclays initiates coverage with target price $21 |
| * Knife River Corp KNF.N: RBC raises target price to $106 from $105 |
| * LP Building Solutions LPX.N: Barclays initiates coverage with overweight rating |
| * LP Building Solutions LPX.N: Barclays initiates coverage with target price $100 |
| * Martin Marietta Materials Inc MLM.N: RBC raises target price to $605 from $525 |
| * Midland States Bancorp Inc MSBI.O: KBW raises target price to $19 from $17 |
| * Newmont NEM.N: Jefferies raises target price to $120 from $113 |
| * OR Royalties Inc OR.N: Jefferies raises target price to $38 from $35 |
| * Oracle Corp ORCL.N: Barclays cuts target price to $330 from $400 |
| * Pan American Silver Corp PAAS.N: Jefferies raises target price to $50 from $42 |
| * Paychex Inc PAYX.O: Jefferies cuts target price to $118 from $130 |
| * Primoris Services PRIM.N: JP Morgan cuts PT to $143 from $145 |
| * Primoris Services PRIM.N: JP Morgan cuts to neutral from overweight |
| * Quanta Services PWR.N: JP Morgan raises PT to $515 from $457 |
| * Quanta Services PWR.N: JP Morgan raises to overweight from neutral |
| * Rio Tinto RIO.N: Jefferies raises target price to $76 from $67 |
| * Royal Gold Inc RGLD.O: Jefferies raises target price to $270 from $261 |
| * Sandisk Corp SNDK.O: JP Morgan initiates coverage with neutral rating; PT $235 |
| * Science Applications International SAIC.O: Jefferies raises PT to $110 from $95 |
| * Sintx Technologies SINT.O: Ascendiant Capital Markets cuts PT to $16 from $25 |
| * Vale SA VALE.N: Jefferies raises target price to $16.5 from $15 |
| * Victoria'S Secret & Co VSCO.N: Barclays raises target price to $55 from $47 |
| * Victoria'S Secret & Co VSCO.N: JP Morgan raises target price to $60 from $34 |
| * Victoria'S Secret & Co VSCO.N: JP Morgan raises to overweight from neutral |
| * Viking Holdings Ltd VIK.N: JP Morgan raises target price to $74 from $73 |
| * Vulcan Materials Co VMC.N: RBC raises target price to $316 from $278 |
| * Warrior Met Coal Inc HCC.N: Jefferies raises target price to $95 from $85 |
| * Wheaton Precious Metals Corp WPM.N: Jefferies raises target price to $145 from $137 |
| * WP Carey Inc WPC.N: RBC cuts to sector perform from outperform |
