| Symbol | Sector | Firm | Action | Grade | Target | Mkt Cap ▼ | Base | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MSFT | Technology | Piper Sandler | Reiterates | Overweight | $610 | $3.8T | $508.96 | +0.5% | +0.8% | -0.0% | +0.9% | — | — |
| AMZN | Consumer Cyclical | Rosenblatt | Reiterates | Buy | $360 | $2.7T | $246.67 | +0.0% | +1.0% | -0.4% | +1.3% | — | — |
| CSCO | Technology | Bernstein | Initiates | Mkt Perform | $110 | $421.5B | $106.94 | +0.1% | +0.6% | +1.0% | +3.2% | — | — |
| ANET | Technology | Bernstein | Initiates | Outperform | $250 | $255.4B | $202.86 | +0.7% | +0.4% | +0.4% | +1.4% | — | — |
| APH | Technology | Wolfe Research | Initiates | Outperform | $105 | $208.0B | $84.34 | +1.3% | -0.0% | +1.6% | +1.5% | — | — |
| GLW | Technology | Bernstein | Initiates | Mkt Perform | $140 | $136.7B | $158.71 | -0.1% | -3.1% | +4.3% | +2.4% | — | — |
| PSX | Energy | TD Cowen | Reiterates | Buy | $295 | $101.1B | $252.25 | +1.9% | +1.2% | +3.5% | +0.1% | — | — |
| MRNA | Healthcare | Citigroup | Downgrade | Neutral → Sell | $80 | $80.7B | $203.46 | -8.3% | -5.4% | -1.9% | +0.6% | — | — |
| LITE | Technology | Bernstein | Initiates | Outperform | $1220 | $75.7B | $973.49 | +1.2% | -0.2% | +7.7% | +3.8% | — | — |
| TGT | Consumer Defensive | HSBC Securities | Upgrade | Hold → Buy | $190 | $71.1B | $156.43 | +1.8% | +0.2% | +0.0% | -0.4% | — | — |
| COHR | Technology | Bernstein | Initiates | Outperform | $350 | $57.2B | $292.21 | +0.8% | -1.5% | +10.9% | +5.6% | — | — |
| NBIS | Communication Services | William Blair | Initiates | Outperform | — | $57.0B | $237.36 | +2.7% | -0.6% | -1.5% | +4.5% | — | — |
| CIEN | Technology | Bernstein | Initiates | Outperform | $440 | $50.2B | $354.92 | +0.0% | -0.9% | +7.8% | +3.2% | — | — |
| CRWV | Technology | William Blair | Initiates | Outperform | — | $46.9B | $85.93 | +2.5% | +1.4% | +1.7% | +1.2% | — | — |
| IQV | Healthcare | UBS | Reiterates | Buy | $345 | $44.3B | $268.99 | +0.4% | -0.1% | -3.0% | -1.0% | — | — |
| CLS | Technology | Bernstein | Initiates | Outperform | $520 | $42.1B | $366.47 | +0.8% | -1.4% | +3.2% | +3.8% | — | — |
| MDB | Technology | BMO Capital Markets | Reiterates | Outperform | $420 | $27.1B | $337.19 | +1.1% | +3.4% | +0.9% | +1.8% | — | — |
| EXPD | Industrials | BNP Paribas Exane | Initiates | Neutral | $180 | $24.6B | $188.16 | +0.1% | -1.9% | +1.7% | +2.5% | — | — |
| DOW | Basic Materials | Citigroup | Downgrade | Buy → Neutral | $30 | $19.9B | $27.61 | -0.5% | -0.3% | +0.2% | +1.4% | — | — |
| LYB | Basic Materials | Citigroup | Downgrade | Buy → Neutral | $63 | $18.8B | $58.18 | -0.5% | -1.2% | +0.5% | +1.4% | — | — |