| Symbol | Sector | Firm | Action | Grade | Target | Mkt Cap ▼ | Base | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PWR | Industrials | Baird | Maintains | Outperform → Outperform | — | $108.3B | $255.00 | +1.0% | +0.5% | +5.1% | -1.0% | -0.7% | +2.0% |
| HWM | Industrials | Baird | Maintains | Outperform → Outperform | — | $102.8B | $77.10 | +1.4% | +2.3% | +1.6% | -0.4% | +2.0% | +0.7% |
| FTNT | Technology | Baird | Maintains | Outperform → Outperform | — | $95.5B | $65.20 | -5.1% | -9.7% | -0.1% | +1.1% | +0.3% | -2.5% |
| CMI | Industrials | Baird | Maintains | Neutral → Neutral | — | $91.5B | $280.29 | +0.5% | +0.2% | +1.0% | +1.2% | +0.7% | +1.9% |
| MCO | Financial Services | Baird | Maintains | Outperform → Outperform | — | $78.2B | $376.40 | +1.2% | +1.1% | +1.9% | +1.6% | +0.5% | +1.4% |
| NET | Technology | Baird | Maintains | Outperform → Outperform | — | $72.0B | $88.97 | -12.1% | -16.4% | -0.1% | -0.2% | -2.3% | +1.2% |
| CARR | Industrials | Baird | Maintains | Neutral → Neutral | — | $52.0B | $60.94 | +1.9% | +1.9% | +3.2% | +0.3% | +0.1% | +1.4% |
| CAH | Healthcare | Baird | Maintains | Outperform → Outperform | — | $48.2B | $102.98 | -1.3% | -4.0% | -0.3% | +1.1% | -2.3% | +0.6% |
| IQV | Healthcare | Baird | Maintains | Neutral → Neutral | — | $30.0B | $222.14 | +0.6% | +0.6% | +1.6% | +0.9% | -0.5% | +0.6% |
| XYL | Industrials | Baird | Maintains | Outperform → Outperform | — | $25.9B | $135.99 | +1.1% | +0.9% | +1.5% | +0.6% | +0.8% | +1.0% |
| ILMN | Healthcare | Baird | Maintains | Neutral → Neutral | — | $21.8B | $120.50 | +2.5% | -4.9% | +0.9% | -5.2% | -2.0% | +0.7% |
| BWA | Consumer Cyclical | Baird | Maintains | Neutral → Neutral | — | $13.6B | $35.63 | +1.5% | +2.3% | +1.4% | -0.4% | +1.9% | +0.6% |
| APTV | Consumer Cyclical | Baird | Maintains | Neutral → Neutral | — | $12.0B | $77.79 | +2.1% | +3.9% | +4.4% | -1.7% | +0.2% | +0.6% |
| TXRH | Consumer Cyclical | Baird | Maintains | Outperform → Outperform | — | $11.6B | $157.90 | +7.7% | +3.6% | +2.5% | -1.0% | -0.3% | +0.6% |
| CGNX | Technology | Baird | Maintains | Neutral → Neutral | — | $10.7B | $43.36 | +2.4% | +1.0% | +1.6% | +3.2% | +0.9% | +0.4% |
| BFAM | Consumer Cyclical | Baird | Maintains | Neutral → Neutral | — | $3.9B | $104.27 | +6.5% | +6.7% | +3.0% | -0.2% | -0.4% | -0.6% |
| TWST | Healthcare | Baird | Maintains | Outperform → Outperform | — | $3.0B | $32.01 | +19.6% | +28.7% | +8.4% | -3.4% | -4.0% | +4.3% |
| SHAK | Consumer Cyclical | Baird | Maintains | Neutral → Neutral | — | $2.7B | $104.94 | +1.9% | +2.4% | -1.7% | -0.4% | -2.3% | +2.2% |
| CTOS | Industrials | Baird | Maintains | Outperform → Outperform | — | $2.1B | $4.90 | -14.7% | -14.9% | -7.0% | +4.4% | +3.0% | +8.4% |
| PTON | Consumer Cyclical | Baird | Maintains | Neutral → Neutral | — | $2.0B | $3.13 | +1.3% | +9.6% | +3.2% | +15.5% | -3.7% | +13.2% |