| BA | Jefferies | — | $295 → $265 | Target cut to $265 from $295 (+32% to spot) | — |
| BLSM | Leerink | — | $36 → $40 | Target raised to $40 from $36 (+52.7% to spot) | — |
| CRWV | BTG Pactual | — | $125 | Target set to $125 (+45.9% to spot) | AEI |
| NBIS | BTG Pactual | — | $223 | Target set to $223 (-4.4% to spot) | Euro-AI · AEI |
| ENPH | Jefferies | — | $54 → $42 | Target cut to $42 from $54 (+23.1% to spot) | HALO |
| CCI | Morgan Stanley | — | $85 | Target set to $85 (+16.2% to spot) | — |
| SBAC | Morgan Stanley | — | $215 → $205 | Target cut to $205 from $215 (+15.3% to spot) | — |
| DELL | Morgan Stanley | — | $499 → $511 | Target raised to $511 from $499 (-10.4% to spot) | Rubin |
| HBAN | DA Davidson | — | $22 → $20 | Target cut to $20 from $22 (+25.4% to spot) | — |
| TRU | UBS | — | $88 → $82 | Target cut to $82 from $88 (+14.6% to spot) | — |
| TDC | UBS | — | $36 → $32 | Target cut to $32 from $36 (+10.1% to spot) | AEI |
| AM | UBS | — | $24 → $22 | Target cut to $22 from $24 (+4.6% to spot) | — |
| PAA | UBS | — | $27 → $28 | Target raised to $28 from $27 (+10.8% to spot) | — |
| EAT | DA Davidson | — | $240 → $210 | Target cut to $210 from $240 (+5.8% to spot) | — |
| DKL | UBS | — | $55 → $57 | Target raised to $57 from $55 (-0.6% to spot) | — |
| STZ | Evercore ISI | — | $175 → $160 | Target cut to $160 from $175 (+36.2% to spot) | — |
| WPC | Evercore ISI | — | $77 → $75 | Target cut to $75 from $77 (+12.6% to spot) | — |
| WELL | Evercore ISI | — | $260 → $256 | Target cut to $256 from $260 (+10.1% to spot) | — |
| VTR | Evercore ISI | — | $101 → $100 | Target cut to $100 from $101 (+14.7% to spot) | — |
| VICI | Evercore ISI | — | $31 → $30 | Target cut to $30 from $31 (+25.5% to spot) | — |
| UDR | Evercore ISI | — | $43 → $41 | Target cut to $41 from $43 (+21.4% to spot) | — |
| SUI | Evercore ISI | — | $138 → $136 | Target cut to $136 from $138 (+18.8% to spot) | — |
| SPG | Evercore ISI | — | $219 → $216 | Target cut to $216 from $219 (+5.2% to spot) | — |
| SLG | Evercore ISI | — | $58 → $60 | Target raised to $60 from $58 (+14.7% to spot) | — |
| REG | Evercore ISI | — | $83 → $81 | Target cut to $81 from $83 (+10.9% to spot) | — |
| RARE | Evercore ISI | — | $16 → $18 | Target raised to $18 from $16 (+22.7% to spot) | — |
| PSA | Evercore ISI | — | $319 → $308 | Target cut to $308 from $319 (+4% to spot) | — |
| PECO | Evercore ISI | — | $46 → $44 | Target cut to $44 from $46 (+18.6% to spot) | — |
| O | Evercore ISI | — | $68 → $65 | Target cut to $65 from $68 (+14.3% to spot) | — |
| NNN | Evercore ISI | — | $48 → $47 | Target cut to $47 from $48 (+11.6% to spot) | — |
| MAA | Evercore ISI | — | $129 → $123 | Target cut to $123 from $129 (+3.9% to spot) | — |
| KRC | Evercore ISI | — | $45 → $44 | Target cut to $44 from $45 (+27.8% to spot) | — |
| JBGS | Evercore ISI | — | $13 → $12 | Target cut to $12 from $13 (+5.8% to spot) | — |
| FRT | Evercore ISI | — | $125 → $123 | Target cut to $123 from $125 (+11.2% to spot) | — |
| EXR | Evercore ISI | — | $152 → $146 | Target cut to $146 from $152 (+6.2% to spot) | — |
| AZO | Evercore ISI | — | $3700 → $3500 | Target cut to $3500 from $3700 (+23.7% to spot) | — |
| EVGO | Evercore ISI | — | $3.5 → $2.5 | Target cut to $2.5 from $3.5 (+73% to spot) | — |
| ESS | Evercore ISI | — | $303 → $299 | Target cut to $299 from $303 (+11.1% to spot) | — |
| ESRT | Evercore ISI | — | $5.5 → $5 | Target cut to $5 from $5.5 (+24.5% to spot) | — |
| EPRT | Evercore ISI | — | $38 → $37 | Target cut to $37 from $38 (+37.4% to spot) | — |
| ELS | Evercore ISI | — | $69 → $68 | Target cut to $68 from $69 (+12.5% to spot) | — |
| EGP | Evercore ISI | — | $202 → $200 | Target cut to $200 from $202 (-1.8% to spot) | — |
| CUZ | Evercore ISI | — | $35 → $33 | Target cut to $33 from $35 (+16.7% to spot) | — |
| CUBE | Evercore ISI | — | $48 → $46 | Target cut to $46 from $48 (+15.9% to spot) | — |
| CPT | Evercore ISI | — | $114 → $110 | Target cut to $110 from $114 (+11.5% to spot) | — |
| FIVN | Cantor Fitzgerald on Multiple Expansion | — | $40 | Target set to $40 (+18.6% to spot) | — |
| CN | Raymond James | — | $40 | Target set to $40 (+69% to spot) | — |
| SR | BTIG | — | $100 → $102 | Target raised to $102 from $100 (+28.7% to spot) | — |
| HUBS | Truist | — | $230 → $275 | Target raised to $275 from $230 (+27.1% to spot) | AW40 |
| MTN | BNP Paribas | — | $135 | Target set to $135 (-3.4% to spot) | — |
| T | BNP Paribas | — | $30 | Target set to $30 (+18% to spot) | — |
| APA | Truist | — | $39 → $44 | Target raised to $44 from $39 (-1.9% to spot) | — |
| TRGP | Truist | — | $312 → $345 | Target raised to $345 from $312 (+18.1% to spot) | — |
| DGX | Truist | — | $250 → $260 | Target raised to $260 from $250 (+5.5% to spot) | — |
| GRDN | Truist | — | $47 → $51 | Target raised to $51 from $47 (+13.4% to spot) | — |
| LH | Truist | — | $350 → $365 | Target raised to $365 from $350 (+13.8% to spot) | — |
| MRVL | Morgan Stanley | — | $246 → $268 | Target raised to $268 from $246 (+9.7% to spot) | Rubin |
| VNO | Truist | — | $39 → $35 | Target cut to $35 from $39 (+0.3% to spot) | — |
| FOUR | StoneX | — | $67 → $56 | Target cut to $56 from $67 (+43.7% to spot) | — |
| HUBS | Stephens | — | $251 → $255 | Target raised to $255 from $251 (+17.9% to spot) | AW40 |
| AVPT | Stephens | — | $16 → $17 | Target raised to $17 from $16 (+28.9% to spot) | — |
| BSX | Oppenheimer | — | $85 → $65 | Target cut to $65 from $85 (+50% to spot) | — |
| CLF | GLJ Research | — | $15.6 → $17.48 | Target raised to $17.48 from $15.6 (+39.8% to spot) | — |
| AMH | Evercore ISI | — | $38 → $37 | Target cut to $37 from $38 (+19.3% to spot) | — |
| ARE | Evercore ISI | — | $57 → $59 | Target raised to $59 from $57 (+10.7% to spot) | — |
| BRX | Evercore ISI | — | $36 → $35 | Target cut to $35 from $36 (+24.9% to spot) | — |
| BXP | Evercore ISI | — | $71 → $67 | Target cut to $67 from $71 (+6.1% to spot) | — |
| MSFT | Cantor Fitzgerald | — | $522 → $608 | Target raised to $608 from $522 (+23.1% to spot) | AW40 |
| TEAM | Cantor Fitzgerald | — | $175 → $220 | Target raised to $220 from $175 (+14.6% to spot) | AW40 |
| HUBS | BMO Capital | — | $215 → $250 | Target raised to $250 from $215 (+15.6% to spot) | AW40 |
| NOW | Cantor Fitzgerald | — | $141 → $174 | Target raised to $174 from $141 (+28.4% to spot) | AW40 |
| VECO | Northland | — | $66 | Target set to $66 (+54.5% to spot) | — |
| MLM | Wells Fargo | — | $609 → $585 | Target cut to $585 from $609 (+19.2% to spot) | — |
| CL | Piper Sandler | — | $98 → $95 | Target cut to $95 from $98 (+8.6% to spot) | — |
| BCBP | Piper Sandler | — | $11 → $9.5 | Target cut to $9.5 from $11 (+8.9% to spot) | — |
| BLSM | Guggenheim | — | $30 → $40 | Target raised to $40 from $30 (+55.4% to spot) | — |
| AMRZ | Bernstein SocGen Group | — | $60 | Target set to $60 (+59.8% to spot) | — |
| SRRK | JPMorgan | — | $70 | Target set to $70 (+50.1% to spot) | — |
| TTMI | Needham | — | $175 | Target set to $175 (+48.3% to spot) | — |
| PAYC | KeyBanc | — | $270 → $280 | Target raised to $280 from $270 (+23.7% to spot) | — |
| DY | KeyBanc | — | $423 → $429 | Target raised to $429 from $423 (+47% to spot) | — |
| PVLA | Chardan | — | $240 | Target set to $240 (+59.4% to spot) | — |
| META | Wells Fargo | — | $796 | Target set to $796 (+19.6% to spot) | AW40 |
| CBRL | UBS | — | $46 | Target set to $46 (+2.1% to spot) | — |
| EWTX | H.C. Wainwright | — | $45 → $57 | Target raised to $57 from $45 (+25.8% to spot) | — |
| SUI | Mizuho | — | $137 → $136 | Target cut to $136 from $137 (+19.6% to spot) | — |
| MCD | UBS | — | $340 → $320 | Target cut to $320 from $340 (+28.9% to spot) | — |
| WAT | Goldman Sachs | — | $465 → $515 | Target raised to $515 from $465 (+22.1% to spot) | — |
| MPC | Goldman Sachs | — | $376 → $472 | Target raised to $472 from $376 (+11.1% to spot) | — |
| RUN | Goldman Sachs | — | $15 → $13 | Target cut to $13 from $15 (+52.4% to spot) | — |
| ENPH | Goldman Sachs | — | $55 → $47 | Target cut to $47 from $55 (+35.7% to spot) | HALO |
| BLSH | Clear Street | — | $37 → $43 | Target raised to $43 from $37 (+12.2% to spot) | — |
| ELS | Mizuho | — | $65 | Target set to $65 (+7.6% to spot) | — |
| CRDO | Mizuho | — | $245 | Target set to $245 (+39.3% to spot) | Rubin |
| PAA | Barclays | — | $23 → $24 | Target raised to $24 from $23 (-5.4% to spot) | — |
| PAGP | Barclays | — | $23 → $24 | Target raised to $24 from $23 (-13.3% to spot) | — |
| PAGP | Mizuho | — | $30 | Target set to $30 (+8.4% to spot) | — |
| PAA | Mizuho | — | $30 | Target set to $30 (+18.2% to spot) | — |
| FLNC | Mizuho | — | $6 | Target set to $6 (-18% to spot) | HALO |
| RARE | Barclays | — | $32 → $35 | Target raised to $35 from $32 (+141.2% to spot) | — |
| NKE | Stifel | — | $40 | Target set to $40 (+12.6% to spot) | — |
| IREN | Rothschild & Co Redburn | — | $40 | Target set to $40 (-14.3% to spot) | AEI |
| HUT | Rothschild & Co Redburn | — | $96 | Target set to $96 (-2.8% to spot) | — |
| CIFR | Rothschild & Co Redburn | — | $18 | Target set to $18 (-1.9% to spot) | — |
| APLD | Rothschild & Co Redburn | — | $22 | Target set to $22 (-21.8% to spot) | — |
| WULF | Rothschild & Co Redburn | — | $15 | Target set to $15 (-11.8% to spot) | — |
| CORZ | Rothschild & Co Redburn | — | $16 | Target set to $16 (-11.1% to spot) | — |
| EQIX | Rothschild & Co Redburn | — | $1261 | Target set to $1261 (+23.5% to spot) | AEI |
| DLR | Rothschild & Co Redburn | — | $227 | Target set to $227 (+24.6% to spot) | — |
| IRM | Rothschild & Co Redburn | — | $132 | Target set to $132 (+15.4% to spot) | — |
| MSFT | Rothschild & Co Redburn | — | $400 → $440 | Target raised to $440 from $400 (-10.9% to spot) | AW40 |
| INVH | Mizuho | — | $32 | Target set to $32 (+18.9% to spot) | — |
| AMH | Mizuho | — | $36 | Target set to $36 (+16.1% to spot) | — |
| CIEN | Evercore ISI | — | $550 | Target set to $550 (+57.7% to spot) | — |
| NNE | Needham | — | $33 | Target set to $33 (+109.8% to spot) | — |
| SECZ | Cantor Fitzgerald | — | $21.2 | Target set to $21.2 (+95.2% to spot) | — |
| XRN | Cantor Fitzgerald | — | $43 | Target set to $43 (+19.7% to spot) | — |
| FLUT | Rothschild & Co Redburn | — | $119 | Target set to $119 (+32.9% to spot) | — |
| VIA | Morgan Stanley | — | $24 → $33 | Target raised to $33 from $24 (+17.9% to spot) | — |
| CRWD | Morgan Stanley | — | $238 → $254 | Target raised to $254 from $238 (+6.9% to spot) | AEI |
| PANW | Morgan Stanley | — | $394 → $410 | Target raised to $410 from $394 (+12.8% to spot) | AEI |