| Symbol | Sector | Firm | Action | Grade | Target | Mkt Cap ▼ | Base | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MU | Technology | Wolfe Research | Reiterates | Outperform | $1250 | $1.1T | $891.88 | +1.4% | +11.7% | -1.4% | +10.8% | -6.2% | +2.2% |
| ORCL | Technology | BMO Capital Markets | Reiterates | Outperform | $220 | $576.8B | $201.26 | -10.7% | -8.5% | +0.0% | +4.6% | -2.2% | -2.6% |
| SPCX | Industrials | Oppenheimer | Initiates | Outperform | — | $563.3B | — | — | — | — | — | — | — |
| INTC | Technology | BofA SecuritiesA | Upgrade | Underperform → Buy | $135 | $519.8B | $107.04 | +6.1% | +9.3% | +6.5% | +2.6% | -8.5% | +3.5% |
| TMO | Healthcare | Piper Sandler | Initiates | Neutral | $510 | $181.7B | $482.04 | +0.4% | -1.3% | -1.3% | +0.9% | -0.2% | -2.3% |
| DHR | Healthcare | Piper Sandler | Initiates | Neutral | $200 | $130.6B | $183.63 | -0.6% | -1.5% | -0.4% | +0.6% | +0.1% | -2.0% |
| CME | Financial Services | Rothschild & Co Redburn | Upgrade | Neutral → Buy | $323 | $95.0B | $263.80 | +0.8% | -0.6% | +2.8% | -1.3% | -1.7% | -3.5% |
| GD | Industrials | JefferiesA+ | Upgrade | Hold → Buy | $400 | $93.4B | $341.07 | +2.3% | +5.2% | +0.4% | -0.2% | +1.3% | -0.4% |
| AJG | Financial Services | JefferiesA+ | Upgrade | Hold → Buy | $265 | $57.3B | $220.14 | +0.8% | +0.3% | -1.0% | -1.3% | +0.1% | +0.1% |
| F | Consumer Cyclical | Goldman | Reiterates | Neutral | $16 | $57.2B | $14.30 | +0.0% | +2.9% | +0.9% | -0.5% | -2.4% | -3.1% |
| VOD | Communication Services | Barclays | Downgrade | Overweight → Equal Weight | — | $39.4B | $15.05 | +0.4% | +1.4% | +1.8% | -3.4% | -0.7% | -2.4% |
| A | Healthcare | Piper Sandler | Initiates | Neutral | $150 | $37.4B | $131.62 | -0.1% | -1.6% | +0.2% | +0.6% | -1.7% | -3.1% |
| WAT | Healthcare | Piper Sandler | Initiates | Neutral | $400 | $22.2B | $363.18 | +0.3% | -0.9% | -1.2% | +0.6% | +0.8% | -1.0% |
| SMCI | Technology | Wolfe Research | Initiates | Peer Perform | — | $18.4B | $29.27 | +0.1% | +9.2% | -4.7% | +1.3% | -5.3% | -4.9% |
| VOYG | Industrials | BTIG Research | Initiates | Buy | $55 | $16.6B | $41.28 | +5.1% | +16.0% | -14.0% | -2.0% | -6.1% | +1.8% |
| GNRC | Industrials | UBS | Reiterates | Buy | $335 | $15.1B | $239.11 | +3.0% | +7.6% | +2.0% | +3.0% | -1.6% | +1.0% |
| TOST | Technology | Piper Sandler | Reiterates | Overweight | $32 | $14.8B | $24.30 | -0.1% | +1.6% | +0.5% | +0.9% | +0.1% | -2.6% |
| DOC | Real Estate | Morgan Stanley | Downgrade | Overweight → Equal-Weight | $22 | $14.2B | $20.47 | -0.8% | +0.1% | +0.9% | -1.3% | -1.7% | -3.4% |
| AEIS | Industrials | Cantor Fitzgerald | Initiates | Overweight | $400 | $11.9B | $308.17 | +4.0% | +10.5% | +4.1% | +4.6% | -5.5% | +0.8% |
| ALLE | Industrials | Longbow | Upgrade | Neutral → Buy | $165 | $11.1B | $129.35 | +1.9% | +3.4% | +0.2% | -0.2% | +0.9% | -3.5% |