Applied Materials: Needham & Co increased price target to $135 from $120. 

Cohu: Needham & Co raised the target to $40 from $34. Maintains buy rating.

Crocs: Stifel maintains hold rating. PT up to $133 from $107.

Dunelm Group: Investec moved to buy from hold. PT set to 1,300 pence

Epam Systems: Susquehanna Financial cut the target to $410 from $462. Maintains positive rating.

HubSpot: RBC Capital Markets raised the target to $500 from $380. Maintains outperform rating.

Materion: KeyBanc Capital Markets maintains overweight rating. Price target upgrades to $130 from $92.

Paramount Global: Guggenheim Securities raised the target to $26 from $22. Maintains buy rating.

Reliance Steel & Aluminum: KeyBanc Capital Markets increased price target to $265 from $235.

Roku: BofA Global Research raised the recommendation to buy from underperform. PT up 20% to $85.

Tyler Technologies: JMP Securities cut the target to $415 from $465. Maintains market outperform rating.

Watsco: KeyBanc Capital Markets maintains overweight rating. Price target up to $365 from $335.