| Symbol | Sector | Firm | Action | Grade | Target | Mkt Cap ▼ | Base | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MSFT | Technology | Cantor Fitzgerald | Reiterates | Overweight | $608 | $3.7T | $493.78 | +0.2% | +1.6% | -0.7% | +0.5% | -0.5% | +3.7% |
| META | Communication Services | Wells Fargo | Reiterates | Overweight | $796 | $1.9T | $665.75 | +2.2% | +11.3% | -0.6% | +1.0% | +4.5% | -3.3% |
| MCD | Consumer Cyclical | UBS | Reiterates | Buy | $320 | $176.7B | $248.24 | +0.5% | -0.1% | +1.0% | -4.8% | -0.5% | -0.2% |
| T | Communication Services | BNP Paribas Exane | Upgrade | Neutral → Outperform | $30 | $174.2B | $25.40 | +1.4% | +0.2% | -1.4% | +0.8% | +0.6% | -0.3% |
| VRTX | Healthcare | Leerink Partners | Initiates | Outperform | $594 | $129.0B | $508.34 | -0.3% | +0.5% | +0.8% | +0.3% | +1.2% | +0.7% |
| EQIX | Real Estate | Rothschild & Co Redburn | Initiates | Buy | $1261 | $100.8B | $1021.34 | +1.8% | +3.5% | +0.2% | -2.0% | -0.3% | -2.6% |
| DLR | Real Estate | Rothschild & Co Redburn | Initiates | Buy | $227 | $67.4B | $182.12 | +1.6% | +2.3% | -0.4% | -2.3% | -0.2% | -1.3% |
| AON | Financial Services | Citigroup | Reiterates | Buy | $435 | $62.7B | $295.64 | +0.5% | -1.6% | -1.6% | -1.6% | -2.0% | +0.7% |
| NBIS | Communication Services | Rothschild & Co Redburn | Initiates | Sell | $84 | $53.6B | $223.54 | +1.1% | +4.1% | +1.4% | -4.0% | +7.4% | -2.5% |
| CIEN | Technology | Evercore ISIC | Upgrade | In-line → Outperform | $550 | $49.4B | $348.80 | +4.7% | +4.9% | +0.7% | -3.4% | +0.7% | -0.4% |
| CRWV | Technology | Rothschild & Co Redburn | Initiates | Sell | $54 | $44.4B | $81.36 | +0.2% | +5.0% | +1.6% | +0.2% | +3.7% | -2.8% |
| IRM | Real Estate | Rothschild & Co Redburn | Initiates | Buy | $132 | $34.0B | $114.34 | +1.0% | +2.2% | +1.1% | -2.6% | -0.9% | -2.4% |
| IREN | Financial Services | Rothschild & Co Redburn | Initiates | Neutral | $40 | $16.7B | $46.68 | +2.5% | +1.2% | +2.8% | -3.1% | -1.9% | -4.4% |
| INVH | Real Estate | MizuhoC | Upgrade | Neutral → Outperform | $32 | $16.0B | $26.91 | +0.9% | +0.6% | +0.2% | -0.8% | -1.6% | +0.5% |
| FLUT | Consumer Cyclical | Rothschild & Co Redburn | Downgrade | Buy → Neutral | $119 | $15.5B | $89.56 | -0.6% | -3.0% | +2.0% | -3.1% | -4.7% | +1.6% |
| TEM | Healthcare | Goldman | Initiates | Neutral | $75 | $13.6B | $77.84 | +1.6% | +0.2% | -1.1% | -0.8% | +7.4% | +3.4% |
| ELS | Real Estate | Mizuho | Downgrade | Outperform → Neutral | $65 | $11.7B | $60.40 | -0.4% | +0.1% | -0.3% | -1.0% | -0.2% | -0.5% |
| AMH | Real Estate | MizuhoC | Upgrade | Neutral → Outperform | $36 | $11.1B | $31.02 | +0.6% | +0.7% | +0.1% | -1.1% | -0.8% | -0.1% |
| HUT | Financial Services | Rothschild & Co Redburn | Initiates | Neutral | $96 | $11.1B | $98.74 | +6.0% | +4.7% | +3.1% | -3.9% | -0.9% | -4.6% |
| WULF | Financial Services | Rothschild & Co Redburn | Initiates | Neutral | $15 | $8.4B | $17.01 | +2.4% | +2.6% | -0.7% | -5.7% | -0.4% | -3.4% |