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  • Piper Sandler Maintains Overweight on Braze, Inc. (BRZE) Despite Target Cut Amid Broader Software Multiple Reset
  • Rosenblatt Stays Constructive on Datadog, Inc. (DDOG) Growth Outlook Despite Target Cut
  • Citi Reiterates Buy on CrowdStrike Holdings, Inc. (CRWD), Raises Target on Strong Cybersecurity Spending Trends
  • Goldman Sachs Maintains Buy on Remitly Global, Inc. (RELY), Trims Target on Valuation Reset
  • Toast, Inc. (TOST) Price Target Cut at DA Davidson as Growth Expected to Normalize
  • Samsara Inc. (IOT) Shows Durable Demand as Physical Operations Continue to Digitize
  • BofA Maintains Bullish View on Snowflake Inc. (SNOW) Despite Valuation Reset
  • Barclays Turns Cautious on GitLab Inc. (GTLB) Amid Growth and Competitive Concerns
  • JPMorgan Stays Bullish on DLocal Limited (DLO) as Cross-Border Payments Growth Continues
  • Piper Sandler Cuts monday.com Ltd. (MNDY) Price Target to $170, Keeps Overweight Rating
  • Klaviyo, Inc. (KVYO) Price Target Reduced to $30 at Piper Sandler on Software Multiple Pressure
  • SentinelOne, Inc. (S) Price Target Cut to $16.50 at Goldman Sachs on Software Valuation Reset
  • Amazon.com, Inc. (AMZN): A Bull Case Theory
  • Flywire Corporation (FLYW): A Bull Case Theory
  • Teck Resources Limited (TECK): A Bull Case Theory
  • Canadian National Railway Company (CNI): A Bull Case Theory
  • ArcBest Corporation (ARCB): A Bull Case Theory
  • Waste Management, Inc. (WM): A Bull Case Theory
  • Rocket Lab Corporation (RKLB): A Bull Case Theory
  • West Pharmaceutical Services, Inc. (WST): A Bull Case Theory
  • Old Dominion Freight Line, Inc. (ODFL): A Bull Case Theory
  • ZoomInfo Technologies Inc. (GTM): A Bull Case Theory
  • Gibraltar Industries, Inc. (ROCK): A Bull Case Theory
  • Tenable Holdings, Inc. (TENB): A Bull Case Theory
  • Turning Point Brands, Inc. (TPB): A Bull Case Theory
  • Comcast Corporation (CMCSA) and Versant (VSNT): A Bull Case Theory
  • Salesforce, Inc. (CRM): A Bull Case Theory
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