| PRCH | PORCH GROUP INC | 2025-07-02 | Oppenheimer | Maintains | Outperform -> Outperform | |
| APLS | APELLIS PHARMACEUTICALS INC | 2025-07-02 | Morgan Stanley | Maintains | Equal-Weight -> Equal-Weight | |
| JHG | JANUS HENDERSON GROUP PLC | 2025-07-02 | Morgan Stanley | Maintains | Equal-Weight -> Equal-Weight | |
| ARCO | ARCOS DORADOS HOLDINGS INC-A | 2025-07-02 | JP Morgan | Downgrade | Overweight -> Neutral | |
| MCO | MOODY'S CORP | 2025-07-02 | Oppenheimer | Maintains | Outperform -> Outperform | |
| CAAP | CORP AMERICA AIRPORTS SA | 2025-07-02 | JP Morgan | Maintains | Overweight -> Overweight | |
| TTGT | TECHTARGET INC | 2025-07-02 | Needham | Reiterate | Buy -> Buy | |
| CAVA | CAVA GROUP INC | 2025-07-02 | Keybanc | Initiate | Overweight | |
| BV | BRIGHTVIEW HOLDINGS INC | 2025-07-02 | Baird | Maintains | Outperform -> Outperform | |
| CROX | CROCS INC | 2025-07-02 | Goldman Sachs | Initiate | Sell | |
| QUBT | QUANTUM COMPUTING INC | 2025-07-02 | Cantor Fitzgerald | Initiate | Neutral | |
| MSM | MSC INDUSTRIAL DIRECT CO-A | 2025-07-02 | Baird | Maintains | Neutral -> Neutral | |
| GBX | GREENBRIER COMPANIES INC | 2025-07-02 | Susquehanna | Maintains | Positive -> Positive | |
| FLEX | FLEX LTD | 2025-07-02 | Keybanc | Maintains | Overweight -> Overweight | |
| SBUX | STARBUCKS CORP | 2025-07-02 | Bernstein | Maintains | Outperform -> Outperform | |
| CVNA | CARVANA CO | 2025-07-02 | JMP Securities | Maintains | Market Outperform -> Market Outperform | |
| UAA | UNDER ARMOUR INC-CLASS A | 2025-07-02 | Goldman Sachs | Initiate | Neutral | |
| LMND | LEMONADE INC | 2025-07-02 | BMO Capital | Maintains | Underperform -> Underperform | |
| IONQ | IONQ INC | 2025-07-02 | Cantor Fitzgerald | Initiate | Overweight | |
| RYAAY | RYANAIR HOLDINGS PLC-SP ADR | 2025-07-02 | Raymond James | Reiterate | Strong Buy -> Strong Buy | |
| CHYM | CHIME FINANCIAL INC-CL A | 2025-07-02 | Compass Point | Initiate | Neutral | |
| AAMI | ACADIAN ASSET MANAGEMENT INC | 2025-07-02 | Morgan Stanley | Maintains | Equal-Weight -> Equal-Weight | |
| TDG | TRANSDIGM GROUP INC | 2025-07-02 | Keybanc | Maintains | Overweight -> Overweight | |
| BMRC | BANK OF MARIN BANCORP/CA | 2025-07-02 | Keefe, Bruyette & Woods | Maintains | Outperform -> Outperform | |
| CAMT | CAMTEK LTD | 2025-07-02 | Oppenheimer | Initiate | Outperform | |
| DECK | DECKERS OUTDOOR CORP | 2025-07-02 | Goldman Sachs | Initiate | Sell | |
| VRTS | VIRTUS INVESTMENT PARTNERS | 2025-07-02 | Morgan Stanley | Maintains | Underweight -> Underweight | |
| QBTS | D-WAVE QUANTUM INC | 2025-07-02 | Cantor Fitzgerald | Initiate | Overweight | |
| SKT | TANGER INC | 2025-07-02 | Barclays | Initiate | Equal-Weight | |
| ICL | ICL GROUP LTD | 2025-07-02 | Morgan Stanley | Maintains | Equal-Weight -> Equal-Weight | |
| RGTI | RIGETTI COMPUTING INC | 2025-07-02 | Cantor Fitzgerald | Initiate | Overweight | |
| XYZ | BLOCK INC | 2025-07-02 | Oppenheimer | Maintains | Outperform -> Outperform | |
| CAG | CONAGRA BRANDS INC | 2025-07-02 | Morgan Stanley | Maintains | Equal-Weight -> Equal-Weight | |
| AFRM | AFFIRM HOLDINGS INC | 2025-07-02 | Needham | Reiterate | Hold -> Hold | |
| PECO | PHILLIPS EDISON & COMPANY IN | 2025-07-02 | Barclays | Initiate | Equal-Weight | |
| FRT | FEDERAL REALTY INVS TRUST | 2025-07-02 | Barclays | Initiate | Overweight | |
| BEN | FRANKLIN RESOURCES INC | 2025-07-02 | Morgan Stanley | Maintains | Underweight -> Underweight | |
| CMG | CHIPOTLE MEXICAN GRILL INC | 2025-07-02 | Baird | Maintains | Outperform -> Outperform | |
| CRBG | COREBRIDGE FINANCIAL INC | 2025-07-02 | Wells Fargo | Maintains | Overweight -> Overweight | |
| MO | ALTRIA GROUP INC | 2025-07-02 | UBS | Upgrade | Sell -> Neutral | |
| NOW | SERVICENOW INC | 2025-07-02 | Morgan Stanley | Maintains | Equal-Weight -> Equal-Weight | |
| ORCL | ORACLE CORP | 2025-07-02 | BMO Capital | Maintains | Outperform -> Outperform | |
| CNC | CENTENE CORP | 2025-07-02 | Cantor Fitzgerald | Maintains | Overweight -> Overweight | |
| CNC | CENTENE CORP | 2025-07-02 | B of A Securities | Maintains | Neutral -> Neutral | |
| V | VISA INC-CLASS A SHARES | 2025-07-02 | Oppenheimer | Maintains | Outperform -> Outperform | |
| SIRI | SIRIUS XM HOLDINGS INC | 2025-07-02 | Wells Fargo | Maintains | Underweight -> Underweight | |
| XYZ | BLOCK INC | 2025-07-02 | Compass Point | Initiate | Buy | |
| KRC | KILROY REALTY CORP | 2025-07-02 | JP Morgan | Maintains | Overweight -> Overweight | |
| APGE | APOGEE THERAPEUTICS INC | 2025-07-02 | Guggenheim | Reiterate | Buy -> Buy | |
| RCL | ROYAL CARIBBEAN CRUISES LTD | 2025-07-02 | Bernstein | Maintains | Outperform -> Outperform | |
| ORLY | O'REILLY AUTOMOTIVE INC | 2025-07-02 | RBC Capital | Reiterate | Outperform -> Outperform | |
| CARG | CARGURUS INC | 2025-07-02 | JMP Securities | Downgrade | Market Outperform -> Market Perform | |
| AVAH | AVEANNA HEALTHCARE HOLDINGS | 2025-07-02 | Barclays | Initiate | Equal-Weight | |
| LMB | LIMBACH HOLDINGS INC | 2025-07-02 | Lake Street | Maintains | Buy -> Buy | |
| ZVRA | ZEVRA THERAPEUTICS INC | 2025-07-02 | HC Wainwright & Co. | Initiate | Buy | |
| TROW | T ROWE PRICE GROUP INC | 2025-07-02 | Morgan Stanley | Maintains | Equal-Weight -> Equal-Weight | |
| SPG | SIMON PROPERTY GROUP INC | 2025-07-02 | Barclays | Initiate | Equal-Weight | |
| BLK | BLACKROCK INC | 2025-07-02 | Morgan Stanley | Maintains | Overweight -> Overweight | |
| RH | RH | 2025-07-02 | Guggenheim | Reiterate | Buy -> Buy | |
| EPD | ENTERPRISE PRODUCTS PARTNERS | 2025-07-02 | Barclays | Maintains | Overweight -> Overweight | |
| ROK | ROCKWELL AUTOMATION INC | 2025-07-02 | B of A Securities | Maintains | Neutral -> Neutral | |
| ADM | ARCHER-DANIELS-MIDLAND CO | 2025-07-02 | Barclays | Maintains | Underweight -> Underweight | |
| AMCR | AMCOR PLC | 2025-07-02 | Jefferies | Initiate | Buy | |
| EMR | EMERSON ELECTRIC CO | 2025-07-02 | B of A Securities | Maintains | Buy -> Buy | |
| SPGI | S&P GLOBAL INC | 2025-07-02 | Oppenheimer | Maintains | Outperform -> Outperform | |
| APTV | APTIV PLC | 2025-07-02 | Wolfe Research | Downgrade | Outperform -> Peer Perform | |
| W | WAYFAIR INC- CLASS A | 2025-07-02 | Morgan Stanley | Maintains | Overweight -> Overweight | |
| REG | REGENCY CENTERS CORP | 2025-07-02 | Barclays | Initiate | Equal-Weight | |
| PRMB | PRIMO BRANDS CORP | 2025-07-02 | Morgan Stanley | Initiate | Overweight | |
| BMBL | BUMBLE INC-A | 2025-07-02 | B of A Securities | Maintains | Underperform -> Underperform | |
| CNC | CENTENE CORP | 2025-07-02 | JP Morgan | Downgrade | Overweight -> Neutral | |
| ACVA | ACV AUCTIONS INC-A | 2025-07-02 | JMP Securities | Maintains | Market Outperform -> Market Outperform | |
| SEZL | SEZZLE INC | 2025-07-02 | Oppenheimer | Maintains | Outperform -> Outperform | |
| IVZ | INVESCO LTD | 2025-07-02 | Morgan Stanley | Maintains | Equal-Weight -> Equal-Weight | |
| AX | AXOS FINANCIAL INC | 2025-07-02 | Needham | Maintains | Buy -> Buy | |
| KIM | KIMCO REALTY CORP | 2025-07-02 | Barclays | Initiate | Overweight | |
| META | META PLATFORMS INC-CLASS A | 2025-07-02 | Baird | Maintains | Outperform -> Outperform | |
| BELFB | BEL FUSE INC-CL B | 2025-07-02 | Oppenheimer | Maintains | Outperform -> Outperform | |
| PWR | QUANTA SERVICES INC | 2025-07-02 | Northland Capital Markets | Downgrade | Outperform -> Market Perform | |
| FTV | FORTIVE CORP | 2025-07-02 | JP Morgan | Maintains | Overweight -> Overweight | |
| RKLB | ROCKET LAB CORP | 2025-07-02 | Keybanc | Maintains | Overweight -> Overweight | |
| TGNA | TEGNA INC | 2025-07-02 | Guggenheim | Maintains | Buy -> Buy | |
| OSCR | OSCAR HEALTH INC - CLASS A | 2025-07-02 | Barclays | Initiate | Underweight | |
| WBD | WARNER BROS DISCOVERY INC | 2025-07-02 | Wells Fargo | Maintains | Equal-Weight -> Equal-Weight | |
| KBR | KBR INC | 2025-07-02 | UBS | Downgrade | Buy -> Neutral | |
| VC | VISTEON CORP | 2025-07-02 | Wolfe Research | Upgrade | Peer Perform -> Outperform | |
| CNC | CENTENE CORP | 2025-07-02 | UBS | Downgrade | Buy -> Neutral | |
| CNC | CENTENE CORP | 2025-07-02 | Barclays | Maintains | Equal-Weight -> Equal-Weight | |
| ROST | ROSS STORES INC | 2025-07-02 | Jefferies | Upgrade | Hold -> Buy | |
| ASUR | ASURE SOFTWARE INC | 2025-07-02 | Needham | Reiterate | Buy -> Buy | |
| ELVN | ENLIVEN THERAPEUTICS INC | 2025-07-02 | HC Wainwright & Co. | Maintains | Buy -> Buy | |
| MSM | MSC INDUSTRIAL DIRECT CO-A | 2025-07-02 | Loop Capital | Maintains | Hold -> Hold | |
| IIPR | INNOVATIVE INDUSTRIAL PROPER | 2025-07-02 | Wolfe Research | Downgrade | Outperform -> Peer Perform | |
| UUUU | ENERGY FUELS INC | 2025-07-02 | Canaccord Genuity | Upgrade | Speculative Buy -> Buy | |
| ARCT | ARCTURUS THERAPEUTICS HOLDIN | 2025-07-02 | ScotiaBank | Maintains | Sector Outperform -> Sector Outperform | |
| CNK | CINEMARK HOLDINGS INC | 2025-07-02 | Benchmark | Reiterate | Buy -> Buy | |
| EEFT | EURONET WORLDWIDE INC | 2025-07-02 | Oppenheimer | Maintains | Outperform -> Outperform | |
| PGY | PAGAYA TECHNOLOGIES LTD -A | 2025-07-02 | Oppenheimer | Maintains | Outperform -> Outperform | |
| MSM | MSC INDUSTRIAL DIRECT CO-A | 2025-07-02 | Stephens & Co. | Maintains | Equal-Weight -> Equal-Weight | |
| NSC | NORFOLK SOUTHERN CORP | 2025-07-02 | B of A Securities | Maintains | Buy -> Buy | |