| UPGRADES | ||||
| COMPANY | TICKER | BROKERAGE FIRM | RATINGS CHANGE | PRICE TARGET |
| Aramark | ARMK | Jefferies | Hold>>Buy | $44>>$29 |
| Zscaler | ZS | Barclays | Equal Weight>>Overweight | $176>>$190 |
| On | ONON | Robert W. Baird | Neutral>>Outperform | $33 |
| Lennox Int’l | LII | Goldman | Sell>>Buy | $332>>$455 |
| Patterson-UTI | PTEN | Citigroup | Neutral>>Buy | $15>>$18 |
| Oracle | ORCL | Evercore ISI | In-line>>Outperform | $131>>$135 |
| MSC Industrial | MSM | Loop Capital | Hold>>Buy | $96>>$124 |
| Compass Group PLC | CMPGY | Jefferies | Hold>>Buy | |
| Sodexo | SDXAY | Jefferies | Hold>>Buy | |
| Woodside Energy Group | WDS | Goldman | Neutral>>Buy | |
| ResMed | RMD | JP Morgan | Neutral>>Overweight | $210>>$170 |
| DOWNGRADES | ||||
| COMPANY | TICKER | BROKERAGE FIRM | RATINGS CHANGE | PRICE TARGET |
| Apollo Global Management | APO | Oppenheimer | Outperform>>Perform | |
| Blue Owl Capital | OWL | Oppenheimer | Outperform>>Perform | |
| Tenable | TENB | Barclays | Overweight>>Equal Weight | $51>>$47 |
| Datadog | DDOG | BofA Securities | Buy>>Neutral | $123>>$105 |
| Zurn Elkay Water Solutions | ZWS | Goldman | Buy>>Neutral | $31>>$29 |
| Spotify | SPOT | Redburn Atlantic | Overweight>>Neutral | $170>>$160 |
| BASF AG | BASFY | Bernstein | Outperform>>Mkt Perform | |
| AeroVironment | AVAV | Raymond James | Strong Buy>>Outperform | $130>>$125 |
| Beach Energy | BEPTF | Goldman | Neutral>>Sell | |
| NEW COVERAGE | ||||
| COMPANY | TICKER | BROKERAGE FIRM | RATINGS CHANGE | PRICE TARGET |
| Calidi Biotherapeutics | CLDI | Robert W. Baird | Outperform | $9 |
| Confluent | CFLT | CapitalOne | Equal Weight | $35 |
| Prime Medicine | PRME | BMO Capital Markets | Outperform | $19 |
| Arm Holdings plc | ARM | Guggenheim | Buy | $64 |
| Arm Holdings plc | ARM | Jefferies | Buy | $64,00 |
| Arm Holdings plc | ARM | TD Cowen | Outperform | $63 |
| Arm Holdings plc | ARM | Deutsche Bank | Buy | $60 |
| Arm Holdings plc | ARM | JP Morgan | Overweight | $70 |
| Arm Holdings plc | ARM | BMO Capital Markets | Market Perform | $60,00 |
| Arm Holdings plc | ARM | Rosenblatt | Buy | $85 |
| Arm Holdings plc | ARM | Barclays | Overweight | $65 |
| Arm Holdings plc | ARM | BofA Securities | Buy | $65 |
| Arm Holdings plc | ARM | HSBC Securities | Hold | $57 |
| Arm Holdings plc | ARM | Citigroup | Buy | $65 |
| Arm Holdings plc | ARM | Goldman | Buy | $62 |
| Arm Holdings plc | ARM | Mizuho | Buy | $62 |
| Arm Holdings plc | ARM | Wolfe Research | Peer Perform | |
| Kimball Electronics | KE | B. Riley Securities | Buy | $39,00 |
| Cibus Global | CBUS | H.C. Wainwright | Buy | $25,00 |
| Scilex Holding | SCLX | H.C. Wainwright | Buy | $12 |
| Lonza | LZAGY | Barclays | Overweight | |
| Arm Holdings plc | ARM | Loop Capital | Buy | $69,00 |
| Motorola Solutions | MSI | BofA Securities | Buy | $330,00 |
| SLB | SLB | Societe Generale | Buy | $81,00 |