U.S. RESEARCH ROUNDUP-Carvana, CNX Resources, Estee Lauder

Carvana CVNA.N: Oppenheimer raises to outperform from perform

CNX Resources Corp CNX.N: Gerdes Energy Research raises to buy from neutral

Estee Lauder EL.N: JP Morgan raises to overweight from neutral

Pennymac Mortgage Investment Trust PMT.N: KBW cuts to market perform from outperform

Sarepta Therapeutics Inc SRPT.O: JP Morgan cuts to underweight from neutral

A O Smith Corp AOS.N: JP Morgan raises target price to $80 from $70

A O Smith Corp AOS.N: Stifel raises target price to $89 from $81

Alaska Air Group Inc ALK.N: UBS raises target price to $56 from $49

Alliancebernstein Holding LP AB.N: Barclays raises target price to $42 from $40

Alumis Inc ALMS.O: Wells Fargo initiates coverage with overweight rating and PT $17

Ameriprise Financial Inc AMP.N: Raymond James raises target price to $582 from $518

Amphenol Corp APH.N: TD Cowen raises target price to $85 from $70

Annaly Capital Management Inc NLY.N: KBW raises target price to $21.5 from $20.5

Applied Optoelectronics AAOI.O: Needham initiates coverage with buy rating; PT $32

Ares Management Corp ARES.N: JP Morgan raises target price to $191 from $163

Associated Banc-Corp ASB.N: KBW raises target price to $28 from $27

Banc of California Inc BANC.N: KBW raises target price to $18 from $17

Blackstone BX.N: Barclays raises target price to $181 from $168

Blackstone BX.N: BofA Global Research raises price objective to $200 from $167

Blackstone BX.N: Deutsche Bank raises target price to $192 from $170

Blackstone BX.N: JP Morgan raises target price to $160 from $124

Blackstone BX.N: KBW raises target price to $180 from $168

Blackstone BX.N: TD Cowen raises target price to $215 from $202

Bloom Energy Corp BE.N: UBS raises target price to $41 from $29

Booking Holdings Inc BKNG.O: Oppenheimer raises target price to $6,500 from $6,000

Boston Beer Company SAM.N: Deutsche Bank cuts target price to $237 from $245

Boston Beer Company Inc SAM.N: Jefferies raises target price to $230 from $220

Boston Beer Company Inc SAM.N: Morgan Stanley cuts PT to $245.00 from $270.00

Boston Beer Company Inc SAM.N: RBC cuts target price to $245 from $267

Boyd Gaming Corp BYD.N: JP Morgan raises target price to $87 from $79

Boyd Gaming Corp BYD.N: Mizuho raises target price to $89 from $86

Boyd Gaming Corp BYD.N: Stifel raises target price to $90 from $87

Bread Financial Holdings Inc BFH.N: JP Morgan raises target price to $70 from $59

Brunswick Corp BC.N: JP Morgan raises target price to $63 from $42

Capital One Financial Corporation COF.N: Wells Fargo raises PT to $265 from $225

Carlyle Secured Lending CGBD.O: Wells Fargo raises target price to $15 from $13

Carlyle Secured Lending CGBD.O: Wells Fargo raises to overweight from equal weight

Carvana CVNA.N: Oppenheimer raises to outperform from perform

CBRE Group Inc CBRE.N: Jefferies raises target price to $168 from $145

Central Garden & Pet Co CENT.O: JP Morgan raises target price to $38 from $34

Ch Robinson Worldwide Inc CHRW.O: Bernstein cuts target price to $108 from $118

Chemed Corp CHE.N: Jefferies initiates coverage with hold rating; price target $500

Chipotle Mexican Grill CMG.N: Truist Securities cuts target price to $60 from $64

Church & Dwight Co Inc CHD.N: JP Morgan raises target price to $97 from $92

Churchill Downs Inc CHDN.O: JP Morgan raises target price to $130 from $116

Churchill Downs Incorporated CHDN.O: Barclays raises PT to $131 from $127

Clorox CLX.N: JP Morgan cuts target price to $140 from $144

CNX Resources Corp CNX.N: Gerdes Energy Research raises to buy from neutral

Colgate-Palmolive Co CL.N: JP Morgan cuts target price to $99 from $103

Comfort Systems USA Inc FIX.N: UBS raises target price to $710 from $545

Community Health Systems CYH.N: Oppenheimer cuts target price to $4 from $5

Community Health Systems Inc CYH.N: UBS cuts target price to $3.2 from $3.5

Constellation Energy Corp CEG.O: UBS raises target price to $385 from $360

Coursera Inc COUR.N: BofA Global Research raises price objective to $12 from $7

Coursera Inc COUR.N: BofA Global Research raises to neutral from underperform

Coursera Inc COUR.N: Morgan Stanley raises target price to $12.00 from $11.00

Coursera Inc COUR.N: Needham raises target price to $14 from $11

Coursera Inc COUR.N: RBC raises target price to $13 from $10

Coursera Inc COUR.N: Telsey Advisory Group raises target price to $14 from $12

Coursera Inc COUR.N: UBS raises target price to $10 from $8.5

Crown Castle Inc CCI.N: UBS raises target price to $127 from $124

CVB Financial Corp CVBF.O: KBW cuts target price to $24 from $25

Datadog Inc DDOG.O: Macquarie raises target price to $175 from $140

Deckers Brands DECK.N: Barclays raises target price to $134 from $128

Deckers Brands DECK.N: Needham raises target price to $128 from $120

Deckers Brands DECK.N: Raymond James raises target price to $137 from $123

Deckers Brands DECK.N: Truist Securities raises target price to $145 from $130

Deckers Brands DECK.N: Wells Fargo raises PT to $100 from $90

Deckers Outdoor Corp DECK.N: UBS raises target price to $158 from $144

Digital Realty Trust Inc DLR.N: HSBC raises target price to $183 from $180

Digital Realty Trust Inc DLR.N: JP Morgan raises target price to $200 from $190

Digital Realty Trust Inc DLR.N: Raymond James raises target price to $205 from $190

Digital Realty Trust Inc DLR.N: Stifel raises target price to $205 from $190

Digital Realty Trust Inc DLR.N: TD Cowen raises target price to $163 from $153

Digital Realty Trust Inc DLR.N: Wells Fargo raises PT to $195 from $185

Dover Corp DOV.N: RBC raises target price to $206 from $203

Dover Corporation DOV.N: Barclays raises target price to $193 from $185

Dover Corporation DOV.N: Wells Fargo raises target price to $195 from $190

Dow DOW.N: Citigroup cuts target price to $24 from $28

Dow DOW.N: Deutsche Bank cuts target price to $27 from $30

Dow DOW.N: JP Morgan cuts target price to $25 from $28

Dow DOW.N: Morgan Stanley cuts target price to $27.00 from $35.00

Dow DOW.N: Wells Fargo cuts target price to $32 from $35

Dow Inc DOW.N: UBS cuts target price to $25 from $26

Edwards Lifesciences EW.N: Deutsche Bank raises target price to $94 from $85

Edwards Lifesciences Corp EW.N: JP Morgan raises target price to $85 from $80

Edwards Lifesciences Corp EW.N: Mizuho raises target price to $95 from $87

Edwards Lifesciences Corp EW.N: Piper Sandler raises target price to $90 from $83

Edwards Lifesciences Corp EW.N: Stifel raises target price to $95 from $90

Edwards Lifesciences Corp EW.N: TD Cowen raises target price to $84 from $75

Edwards Lifesciences Corp EW.N: Truist Securities raises PT to $82 from $81

Edwards Lifesciences Corporation EW.N: Wells Fargo raises PT to $84 from $80

Elf Beauty Inc ELF.N: JP Morgan raises target price to $132 from $123

Emcor Group Inc EME.N: UBS raises target price to $715 from $570

Enova International Inc ENVA.N: TD Cowen raises target price to $137 from $134

Enovix Corp ENVX.O: Benchmark raises target price to $25 from $15

Esquire Financial Holdings Inc ESQ.O: KBW raises target price to $110 from $102

Estée Lauder EL.N: JP Morgan raises target price to $101 from $62

Estée Lauder EL.N: JP Morgan raises to overweight from neutral

Fiserv Inc FI.N: Bernstein cuts target price to $205 from $214

Fiserv Inc FI.N: UBS cuts target price to $170 from $225

Flex Ltd FLEX.O: Barclays raises target price to $60 from $50

Flex Ltd FLEX.O: Stifel raises target price to $52 from $45

Galaxy Digital Holdings GLXY.O: Rosenblatt Securities raises PT to $36 from $25

GE Vernova Inc GEV.N: TD Cowen raises target price to $685 from $390

Genesis Energy LP GEL.N: RBC raises target price to $18 from $15

Gilead GILD.O: Needham raises to buy from hold

Global Payments Inc GPN.N: Mizuho raises target price to $114 from $86

Global Payments Inc GPN.N: Mizuho raises to outperform from neutral

Globe Life Inc GL.N: Morgan Stanley raises target price to $135.00 from $127.00

Globe Life Inc GL.N: TD Cowen raises target price to $182 from $168

Globe Life Inc. GL.N: Wells Fargo raises target price to $150 from $144

Goosehead Insurance Inc GSHD.O: KBW cuts target price to $120 from $130

Hasbro Inc HAS.O: Morgan Stanley raises target price to $85.00 from $83.00

Henry Schein Inc HSIC.O: Stifel cuts to hold from buy; cuts PT to $75 from $80

Hess Midstream LP HESM.N: Wells Fargo raises target price to $47 from $41

Hess Midstream LP HESM.N: Wells Fargo raises to overweight from equal weight

Hewlett Packard Enterprise HPE.N: Citigroup resumes coverage with buy rating; PT $25

Honeywell HON.O: JP Morgan raises target price to $222 from $217

Honeywell HON.O: RBC cuts target price to $253 from $254

Honeywell International Inc. HON.O: Wells Fargo cuts target price to $230 from $240

Horizon Bancorp Inc HBNC.O: KBW raises target price to $18 from $17

Integer Holdings Corp ITGR.N: BofA Global Research cuts PO to $135 from $158

Integer Holdings Corp ITGR.N: Raymond James cuts target price to $143 from $150

Integer Holdings Corp ITGR.N: Truist Securities cuts target price to $137 from $145

Integer Holdings Corporation ITGR.N: Wells Fargo cuts target price to $132 from $152

Intel INTC.O: HSBC cuts target price to $21.25 from $22

Intel INTC.O: JP Morgan raises target price to $21 from $20

Iqvia Holdings Inc IQV.N: Mizuho raises target price to $225 from $190

Iridium Communications Inc IRDM.O: Raymond James cuts target price to $39 from $47

Jll JLL.N: Jefferies raises target price to $306 from $264

John Marshall Bancorp Inc JMSB.O: KBW raises target price to $23 from $22

L3Harris Technologies LHX.N: Citigroup raises target price to $323 from $300

L3Harris Technologies LHX.N: Deutsche Bank raises target price to $255 from $220

L3Harris Technologies LHX.N: JP Morgan raises target price to $325 from $255

L3Harris Technologies Inc LHX.N: TD Cowen raises target price to $290 from $280

L3Harris Technologies Inc LHX.N: Truist Securities raises PT to $302 from $279

L3Harris Technologies Inc LHX.N: UBS raises target price to $280 from $262

Labcorp LH.N: Deutsche Bank raises target price to $265 from $248

Labcorp LH.N: Jefferies raises target price to $300 from $290

Labcorp LH.N: Morgan Stanley raises PT to $306.00 from $283.00

Labcorp LH.N: Truist Securities raises target price to $310 from $290

Labcorp Holdings Inc LH.N: UBS raises target price to $305 from $282

Ladder Capital Corp LADR.N: KBW raises target price to $12 from $11.75

Lamb Weston Holdings, Inc. LW.N: Barclays raises target price to $68 from $61

Lazard Inc LAZ.N: KBW raises target price to $60 from $57

Lennox International Inc LII.N: JP Morgan raises target price to $592 from $549

Lifestance Health Group Inc LFST.O: BTIG initiates coverage with buy rating; PT $8

Live Oak Bancshares Inc LOB.N: KBW raises target price to $37 from $36

Lkq Corp LKQ.O: Jefferies cuts target price to $50 from $55

Lkq Corp LKQ.O: JP Morgan cuts target price to $40 from $49

Medpace Holdings Inc MEDP.O: Mizuho raises target price to $510 from $328

Meritage Homes Corp MTH.N: Wedbush cuts target price to $90 from $103

Moelis & Co MC.N: JP Morgan raises target price to $71 from $62

Molina Healthcare MOH.N: Barclays cuts target price to $186 from $270

Molina Healthcare MOH.N: BofA Global Research cuts price objective to $166 from $190

Molina Healthcare MOH.N: Truist Securities cuts target price to $180 from $335

Molina Healthcare MOH.N: Truist Securities cuts to hold from buy

Molina Healthcare MOH.N: UBS cuts target price to $180 from $260

Moody's Corp MCO.N: Mizuho raises target price to $532 from $496

MSCI Inc MSCI.N: Raymond James raises to outperform from market perform

Nasdaq Inc NDAQ.O: Barclays raises target price to $109 from $101

Nasdaq Inc NDAQ.O: Deutsche Bank raises target price to $105 from $97

Nasdaq Inc NDAQ.O: JP Morgan raises target price to $111 from $98

Nasdaq Inc NDAQ.O: KBW raises target price to $104 from $103

Nasdaq Inc NDAQ.O: Oppenheimer raises target price to $108 from $101

Nasdaq Inc NDAQ.O: RBC raises target price to $108 from $95

Nasdaq Inc NDAQ.O: TD Cowen raises target price to $96 from $84

Nasdaq Inc NDAQ.O: UBS raises target price to $115 from $95

Nasdaq Inc NDAQ.O: UBS raises to buy from neutral

Norfolk Southern Corp NSC.N: Jefferies cuts to hold from buy

O'Reilly Automotive Inc ORLY.O: Barclays cuts target price to $86 from $1290

O'Reilly Automotive Inc ORLY.O: BMO raises target price to $110 from $100

O'Reilly Automotive Inc ORLY.O: Citigroup raises target price to $114 from $103.67

O'Reilly Automotive Inc ORLY.O: TD Cowen raises target price to $112 from $107

O'Reilly Automotive Inc ORLY.O: Truist Securities raises PT to $109 from $103

Ovintiv Inc OVV.N: Barclays raises target price to $57 from $55

P&G PG.N: JP Morgan cuts to neutral from overweight; cuts PT to $170 from $178

Packaging Corp of America PKG.N: Citigroup raises target price to $214 from $197

Packaging Corp of America PKG.N: Truist Securities cuts PT to $238 from $239

Palantir Technologies PLTR.O: Piper Sandler initiates coverage with overweight rating; PT $170

Pennymac Mortgage Investment Trust PMT.N: KBW cuts target price to $13.5 from $14.5

Pennymac Mortgage Investment Trust PMT.N: KBW cuts to market perform from outperform

Phinia Inc PHIN.N: UBS raises target price to $55 from $52

Pinnacle Financial Partners Inc PNFP.O: Citigroup cuts PT to $120 from $140

Pinnacle Financial Partners Inc PNFP.O: Jefferies cuts target price to $110 from $145

Pinnacle Financial Partners Inc PNFP.O: Jefferies cuts to hold from buy

Pinnacle Financial Partners Inc PNFP.O: Stephens cuts to equal-weight from overweight

Pinnacle Financial Partners Inc PNFP.O: Wells Fargo cuts PT to $110 from $125

Pool Corp POOL.O: Stephens raises target price to $375 from $350

PTC Inc PTC.O: Oppenheimer raises target price to $225 from $210

Public Service Enterprise Group Inc PEG.N: UBS raises target price to $103 from $97

QCR Holdings Inc QCRH.O: KBW raises target price to $92 from $90

Quanta Services Inc PWR.N: UBS raises target price to $474 from $413

Revolve Group Inc RVLV.N: UBS raises target price to $22 from $19

Roblox Corp RBLX.N: Oppenheimer raises target price to $133 from $125

Roblox Corp RBLX.N: Wedbush raises target price to $142 from $110

Rocket Pharmaceuticals Inc RCKT.O: BofA Global Research cuts PO to $4 from $9

Rocket Pharmaceuticals Inc RCKT.O: BofA Global Research cuts to neutral from buy

Rollins Inc ROL.N: Barclays raises target price to $60 from $55

Rollins Inc ROL.N: UBS raises target price to $61 from $59

RPM International Inc RPM.N: BMO raises target price to $152 from $140

RPM International Inc RPM.N: JP Morgan raises target price to $117 from $100

RPM International Inc RPM.N: Mizuho raises target price to $140 from $126

RPM International Inc. RPM.N: Wells Fargo raises target price to $145 from $131

Ryder System Inc R.N: JP Morgan raises target price to $194 from $173

Salesforce Inc CRM.N: Macquarie cuts target price to $290 from $320

Sarepta Therapeutics Inc SRPT.O: Deutsche Bank cuts target price to $6 from $9

Sarepta Therapeutics Inc SRPT.O: JP Morgan cuts to underweight from neutral

Sarepta Therapeutics Inc SRPT.O: RBC cuts target price to $10 from $23

Selective Insurance Group Inc SIGI.O: Morgan Stanley cuts PT to $86.00 from $90.00

Selective Insurance Group Inc SIGI.O: Oppenheimer cuts target price to $90 from $105

Shake Shack Inc SHAK.N: UBS raises target price to $140 from $100

Sharkninja Inc SN.N: JP Morgan raises target price to $144 from $108

Skywest Inc SKYW.O: Raymond James raises target price to $140 from $128

SL Green Realty Corp SLG.N: Scotiabank raises to sector outperform from sector perform

SLM Corp SLM.O: Barclays raises target price to $43 from $38

SLM Corp SLM.O: Deutsche Bank raises target price to $44 from $42

Smartfinancial Inc SMBK.N: KBW raises target price to $38 from $35

Solaris Energy Infrastructure Inc SEI.N: Stifel raises target price to $45 from $41

Sonic Automotive Inc SAH.N: Benchmark raises target price to $80 from $76

Sonic Automotive Inc SAH.N: Needham raises target price to $95 from $74

Sonoco Products Co SON.N: Truist Securities raises target price to $58 from $53

Southern Missouri Bancorp Inc SMBC.O: KBW raises target price to $63 from $60

Southstate Corp SSB.N: Jefferies raises target price to $120 from $115

Synopsys Inc SNPS.O: Rosenblatt Securities raises target price to $650 from $625

Synovus Financial Corp SNV.N: Wells Fargo cuts target price to $58 from $62

Talen Energy Corp TLN.O: UBS raises target price to $431 from $399

Teladoc Health Inc TDOC.N: Mizuho initiates coverage with neutral rating; PT $10

Texas Roadhouse Inc TXRH.O: Stifel raises target price to $188 from $180

Textron Inc TXT.N: JP Morgan raises target price to $90 from $82

the Blackstone Group L.P. BX.N: Morgan Stanley raises PT to $200.00 from $185.00

Third Coast Bancshares Inc TCBX.O: Deutsche Bank raises PT to $40 from $38

Third Coast Bancshares Inc TCBX.O: Stephens raises target price to $46 from $42

Tractor Supply Co TSCO.O: BofA Global Research raises PO to $70 from $53

Tractor Supply Co TSCO.O: BofA Global Research raises to buy from underperform

Tractor Supply Co TSCO.O: Raymond James raises target price to $65 from $57

Tractor Supply Co TSCO.O: TD Cowen raises target price to $62 from $52

Tractor Supply Co TSCO.O: Telsey Advisory Group raises target price to $70 from $60

Tractor Supply Co TSCO.O: Truist Securities raises target price to $66 from $60

Tractor Supply Co TSCO.O: UBS raises target price to $61 from $54

Tractor Supply Co TSCO.O: Wells Fargo raises target price to $65 from $63

TransUnion TRU.N: Barclays raises target price to $95 from $85

TransUnion TRU.N: BMO raises target price to $118 from $115

TransUnion TRU.N: Jefferies raises target price to $120 from $110

TransUnion TRU.N: JP Morgan raises target price to $118 from $105

TransUnion TRU.N: Morgan Stanley raises target price to $122.00 from $120.00

TransUnion TRU.N: Oppenheimer raises target price to $110 from $108

TransUnion TRU.N: UBS raises target price to $105 from $98

TransUnion TRU.N: Wells Fargo raises target price to $124 from $118

Union Pacific Corp UNP.N: Baird raises target price to $239 from $231

Union Pacific Corp UNP.N: BMO raises target price to $277 from $270

Union Pacific Corp UNP.N: BofA Global Research raises PO to $271 from $262

Union Pacific Corp UNP.N: Jefferies raises target price to $285 from $250

Union Pacific Corp UNP.N: Jefferies raises to buy from hold

Union Pacific Corp UNP.N: JP Morgan raises target price to $267 from $241

Union Pacific Corp UNP.N: UBS raises target price to $240 from $238

Union Pacific Corp UNP.N: Wells Fargo raises target price to $260 from $250

United Rentals Inc URI.N: Bernstein raises target price to $885 from $856

United Rentals Inc URI.N: Citigroup raises target price to $1000 from $920

United Rentals Inc URI.N: JP Morgan raises target price to $1,000 from $950

United Rentals Inc URI.N: Truist Securities raises target price to $952 from $786

United States Cellular USM.N: Raymond James raises target price to $84 from $78

UnitedHealth Group Incorporated UNH.N: Wells Fargo cuts PT to $306 from $351

Urban Outfitters URBN.O: BofA Global Research raises PO to $90 from $80

Valero Energy Corp VLO.N: UBS raises target price to $165 from $164

Visteon VC.O: Deutsche Bank raises target price to $131 from $120

Visteon Corp VC.O: Barclays raises target price to $120 from $115

Visteon Corp VC.O: TD Cowen raises target price to $134 from $105

Visteon Corp VC.O: UBS raises target price to $146 from $142

Visteon Corp VC.O: Wells Fargo raises target price to $129 from $106

Vistra Corp VST.N: UBS raises target price to $230 from $207

Waste Connections Inc WCN.N: JP Morgan cuts target price to $220 from $225

Waste Connections Inc WCN.N: Oppenheimer cuts target price to $210 from $218

Waste Connections Inc WCN.N: Scotiabank raises target price to $208 from $202

Wayfair Inc W.N: UBS raises target price to $80 from $55

West Pharmaceutical Services Inc WST.N: Deutsche Bank raises PT to $280 from $250

West Pharmaceutical Services Inc WST.N: Jefferies raises PT to $335 from $245

West Pharmaceutical Services Inc WST.N: UBS raises target price to $320 from $285

WEX WEX.N: Deutsche Bank raises target price to $175 from $150

WEX Inc WEX.N: JP Morgan raises target price to $195 from $135

WEX Inc WEX.N: Morgan Stanley raises target price to $170.00 from $142.00

WEX Inc WEX.N: UBS raises target price to $185 from $138

Wyndham Hotels & Resorts WH.N: Deutsche Bank raises target price to $104 from $102

Wyndham Hotels & Resorts WH.N: Truist Securities raises PT to $101 from $100

Zillow Group Inc ZG.O: Bernstein raises target price to $75 from $65