| * Aerovironment Inc AVAV.O: Stifel initiates coverage with buy rating; target price $240 |
| * Alphabet Inc GOOGL.O: Citigroup raises target price to $203 from $200 |
| * American Water AWK.N: Jefferies cuts target price to $117 from $122 |
| * Amrize AMRZ.N: UBS initiates coverage with neutral rating and target price $53 |
| * Amrize AG AMRZ.N: Morgan Stanley initiates coverage with overweight rating; target $62 |
| * Amrize AG AMRZ.N: Truist Securities initiates coverage with buy rating; target price $60 |
| * Amrize AG AMRZ.N: UBS initiates coverage with neutral rating and target price $53 |
| * API Group Corp APG.N: JP Morgan assumes coverage with neutral rating; target price $46 |
| * Arrivent Biopharma Inc AVBP.O: Citigroup raises target price to $40 from $36 |
| * Arrivent Biopharma Inc AVBP.O: Oppenheimer raises target price to $44 from $39 |
| * Block Inc XYZ.N: Piper Sandler assumes coverage with underweight rating; target $50 |
| * Booz Allen Hamilton Holding BAH.N: Stifel initiates with hold rating; target price $112 |
| * Braze Inc BRZE.O: Oppenheimer cuts target price to $38 from $44 |
| * Broadcom Inc AVGO.O: HSBC raises to buy from hold; raises target to $400 from $240 |
| * Caci International Inc CACI.N: Stifel initiates coverage with buy rating; target price $576 |
| * Carlisle Companies Inc CSL.N: JP Morgan adds stock to its U.S. analyst focus list |
| * Ceribell Inc CBLL.O: BTIG initiates coverage with buy rating; target price $30 |
| * Cidara Therapeutics Inc CDTX.O: RBC raises target price to $75 from $35 |
| * Clearwater Analytics Holdings CWAN.N: Piper Sandler assumes with overweight rating; PT $27 |
| * Couchbase Inc BASE.O: Stifel cuts to hold from buy; raises target to $24.5 from $22 |
| * Dick's Sporting Goods DKS.N: BofA Global Research cuts price objective to $240 from $250 |
| * Electronic Arts EA.O: Roth MKM raises target price to $185 from $175 |
| * Electronic Arts EA.O: Roth MKM raises to buy rating |
| * EQT Corp EQT.N: JP Morgan raises target price to $66.00 from $58.00 |
| * Expedia Group Inc EXPE.O: Truist Securities cuts target price to $168 from $175 |
| * FactSet FDS.N: Morgan Stanley raises target price to $393 from $390 |
| * FactSet Research Systems Inc FDS.N: Wells Fargo raises target price to $405 from $402 |
| * Federal Signal Corp FSS.N: D.A. Davidson raises target price to $96 from $84 |
| * FedEx FDX.N: Stifel cuts target price to $329 from $354 |
| * FirstEnergy Corp FE.N: UBS raises target price to $44 from $41 |
| * Fluor Corp FLR.N: UBS raises target price to $60 from $48 |
| * Galaxy Digital Holdings GLXY.O: Rosenblatt Securities initiates with buy rating; PT $25 |
| * GE Vernova Inc GEV.N: Morgan Stanley raises target price to $511 from $422 |
| * General Mills GIS.N: Morgan Stanley cuts target price to $51 from $53 |
| * Group 1 Automotive Inc GPI.N: Benchmark initiates coverage with hold rating |
| * Heico Corp HEI.N: Stifel initiates coverage with buy rating; target price $352 |
| * Herc Holdings Inc HRI.N: Citigroup raises target price to $140 from $130 |
| * Hims & Hers Health Inc HIMS.N: Needham cuts to hold from buy |
| * Howmet Aerospace HWM.N: Jefferies raises target price to $205 from $195 |
| * Intapp Inc INTA.O: Piper Sandler assumes coverage with neutral rating; target price $55 |
| * KB Home KBH.N: Barclays cuts target price to $49 from $56 |
| * KB Home KBH.N: BofA Global Research cuts price objective to $54 from $58 |
| * KB Home KBH.N: RBC cuts target price to $58 from $63 |
| * KB Home KBH.N: UBS cuts target price to $80 from $86 |
| * KB Home KBH.N: Wells Fargo cuts target price to $52 from $53 |
| * Kratos Defense and Security Solutions KTOS.O: Stifel initiates with buy rating; PT $52 |
| * Larimar Therapeutics Inc LRMR.O: Wedbush cuts target price to $15 from $17 |
| * Leidos LDOS.N: Stifel initiates coverage with buy rating; target price $178 |
| * Levi Strauss & Co LEVI.N: BofA Global Research raises price objective to $21 from $20 |
| * Lyell Immunopharma Inc LYEL.O: H.C. Wainwright raises target price to $10 from $1 |
| * Macom Technology Solutions Holdings MTSI.O: BofA Global Research raises price objective to $160 from $140 |
| * Martin Marietta Materials Inc MLM.N: Jefferies raises target price to $640 from $610 |
| * Meta META.O: Citigroup raises target price to $803 from $690 |
| * Micron Technology Inc MU.O: Bernstein raises target price to $140 from $120 |
| * Mid-America Apartment Communities MAA.N: Raymond James cuts to market perform from outperform |
| * Nektar Therapeutics NKTR.O: H.C. Wainwright raises target price to $120 from $6.50 |
| * Nike Inc NKE.N: Truist Securities cuts target price to $73 from $82 |
| * Northern Trust Corp NTRS.O: Citigroup raises target price to $110 from $100 |
| * Nuscale Power Corp SMR.N: Citigroup initiates coverage with neutral rating; target $46 |
| * Nuvalent Inc NUVL.O: Leerink Partners raises target price to $140 from $125 |
| * Nuvalent Inc NUVL.O: H.C. Wainwright raises target price to $130 from $110 |
| * Oshkosh Corp OSK.N: Citigroup raises target price to $130 from $125 |
| * Paccar Inc PCAR.O: Citigroup raises target price to $100 from $95 |
| * Parsons Corp PSN.N: Stifel initiates coverage with buy rating; target price $81 |
| * PayPal PYPL.O: Piper Sandler assumes coverage with neutral rating; target price $74 |
| * Pinterest PINS.N: Citigroup raises target price to $44 from $41 |
| * Reddit RDDT.N: Citigroup raises target price to $163 from $158 |
| * Regal Rexnord Corp RRX.N: Citigroup raises target price to $165 from $145 |
| * Science Applications International SAIC.O: Stifel initiates with buy rating; target $130 |
| * Snowflake Inc SNOW.N: Morgan Stanley assumes coverage with overweight rating; target $262 |
| * Teledyne Technologies Inc TDY.N: Stifel initiates with buy rating; target price $626 |
| * Timken Co TKR.N: Citigroup raises target price to $80 from $75 |
| * TransDigm Group Inc TDG.N: Stifel initiates coverage with buy rating; target $1,710 |
| * Transmedics Group Inc TMDX.O: TD Cowen raises target price to $170 from $146 |
| * United Rentals Inc URI.N: Citigroup raises target price to $810 from $740 |
| * Upstart Holdings Inc UPST.O: Piper Sandler assumes with overweight rating; target $75 |
| * V2X Inc VVX.N: Stifel initiates coverage with buy rating; target price $55 |
| * Voya Financial Inc VOYA.N: Morgan Stanley raises target price to $88 from $86 |
| * Vulcan Materials Co VMC.N: Jefferies raises target price to $340 from $319 |
