| Symbol | Sector | Firm | Action | Grade | Target | Mkt Cap ▼ | Base | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SPCX | Industrials | Arete | Initiates | Buy | $401 | $2.5T | $191.82 | -1.8% | -3.6% | -16.4% | +1.0% | -1.0% | — |
| MU | Technology | Stifel | Reiterates | Buy | $1500 | $1.2T | $1043.19 | +6.2% | +8.7% | +6.8% | -13.2% | -0.3% | — |
| MU | Technology | Wedbush | Reiterates | Outperform | $1300 | $1.2T | $1043.19 | +6.2% | +8.7% | +6.8% | -13.2% | -0.3% | — |
| SPCX | Industrials | Oppenheimer | Reiterates | Outperform | $250 | $561.3B | $191.82 | -1.8% | -3.6% | -16.4% | +1.0% | -1.0% | — |
| ARM | Technology | New Street | Downgrade | Buy → Neutral | — | $459.3B | $418.88 | +5.1% | +4.9% | -7.2% | -10.1% | -2.0% | — |
| COST | Consumer Defensive | Citigroup | Reiterates | Neutral | $1020 | $428.2B | $965.59 | -0.3% | -1.5% | -0.0% | +0.7% | +0.4% | — |
| AXP | Financial Services | DZ BankD | Upgrade | Hold → Buy | $375 | $237.0B | $340.54 | +1.7% | -0.7% | +0.0% | -0.1% | +1.4% | — |
| CRM | Technology | Monness Crespi & Hardt | Upgrade | Neutral → Buy | $200 | $148.2B | $155.02 | -1.5% | -2.1% | -1.1% | +2.2% | -0.4% | — |
| PLD | Real Estate | Scotiabank | Downgrade | Sector Outperform → Sector Perform | — | $135.0B | $140.94 | -0.7% | -0.3% | +2.3% | +1.0% | -3.0% | — |
| PLD | Real Estate | Raymond James | Reiterates | Mkt Perform | — | $131.4B | $140.94 | -0.7% | -0.3% | +2.3% | +1.0% | -3.0% | — |
| CME | Financial Services | Keefe Bruyette | Upgrade | Mkt Perform → Outperform | $305 | $91.0B | $252.54 | +0.1% | -2.4% | -0.5% | -1.2% | -4.4% | — |
| CEG | Utilities | Goldman | Initiates | Neutral | $305 | $83.9B | $267.17 | +0.6% | +2.6% | +0.5% | -1.9% | -0.8% | — |
| ACN | Technology | William Blair | Downgrade | Outperform → Mkt Perform | — | $80.9B | $156.01 | -18.9% | -18.0% | -2.5% | +1.7% | +1.7% | — |
| INTU | Technology | Stifel | Downgrade | Buy → Hold | $275 | $76.1B | $269.08 | -3.0% | -0.8% | -3.5% | +0.1% | +1.6% | — |
| TRGP | Energy | Jefferies | Initiates | Buy | $314 | $56.0B | $260.74 | -0.3% | -0.8% | +2.3% | +1.6% | -0.9% | — |
| ADSK | Technology | BNP Paribas Exane | Initiates | Outperform | $295 | $41.5B | $193.07 | +0.8% | +0.4% | -3.1% | +0.6% | +2.0% | — |
| VRSK | Industrials | Rothschild & Co Redburn | Upgrade | Sell → Neutral | $185 | $25.0B | $175.35 | +0.4% | -0.9% | -2.8% | +3.4% | +3.0% | — |
| IREN | Financial Services | Jefferies | Initiates | Buy | $79 | $20.7B | $58.11 | +5.5% | +3.2% | -5.2% | -3.8% | -8.1% | — |
| ALB | Basic Materials | CitigroupC | Upgrade | Neutral → Buy | $225 | $19.6B | $166.56 | +0.6% | -3.7% | -2.3% | -4.3% | -1.4% | — |
| TLN | Utilities | Goldman | Initiates | Buy | $499 | $18.6B | $409.81 | +3.9% | +6.5% | +0.4% | -6.0% | -1.5% | — |