| Symbol | Sector | Firm | Action | Grade | Target | Mkt Cap ▼ | Base | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CMI | Industrials | Baird | Maintains | Neutral → Neutral | — | $91.5B | $306.09 | -0.8% | -5.1% | -2.7% | +3.4% | -0.1% | +1.8% |
| NET | Technology | Baird | Maintains | Outperform → Outperform | — | $72.0B | $74.40 | +6.9% | +6.8% | -2.2% | -1.9% | +0.2% | +0.6% |
| IR | Industrials | Baird | Maintains | Outperform → Outperform | — | $27.5B | $91.23 | -1.9% | -4.2% | -0.4% | +1.3% | -1.0% | +3.6% |
| TEAM | Technology | Baird | Downgrade | Outperform → Neutral | — | $22.7B | $173.24 | -11.9% | -17.1% | -0.6% | -2.1% | -1.7% | +1.0% |
| LH | Healthcare | Baird | Maintains | Outperform → Outperform | — | $21.3B | $233.39 | -0.3% | +1.1% | -3.1% | -1.2% | -2.9% | +2.5% |
| ALB | Basic Materials | Baird | Maintains | Outperform → Outperform | — | $20.0B | $93.17 | -4.7% | -6.6% | -4.0% | -4.8% | -0.6% | +3.5% |
| APG | Industrials | Baird | Maintains | Outperform → Outperform | — | $17.5B | $24.17 | -1.5% | -5.3% | -5.0% | +1.8% | -2.7% | +4.3% |
| WCC | Industrials | Baird | Maintains | Neutral → Neutral | — | $16.7B | $158.75 | -4.0% | -3.4% | -2.0% | +1.6% | -2.2% | +4.0% |
| NBIX | Healthcare | Baird | Maintains | Outperform → Outperform | — | $15.8B | $153.15 | -0.7% | -0.0% | -3.6% | -1.4% | -1.0% | +1.8% |
| IEX | Industrials | Baird | Maintains | Outperform → Outperform | — | $15.4B | $196.29 | -1.1% | -1.1% | -1.0% | -0.0% | -0.8% | +2.3% |
| RRX | Industrials | Baird | Maintains | Outperform → Outperform | — | $12.4B | $162.96 | -4.0% | -7.3% | -2.9% | +1.8% | -0.3% | +4.7% |
| GDDY | Technology | Baird | Maintains | Outperform → Outperform | — | $12.3B | $141.41 | +3.9% | +7.0% | -2.9% | +3.5% | +0.5% | +2.7% |
| AAON | Industrials | Baird | Maintains | Neutral → Neutral | — | $11.1B | $86.91 | +6.9% | -1.3% | -0.4% | +0.9% | -0.4% | +0.2% |
| MBLY | Consumer Cyclical | Baird | Maintains | Outperform → Outperform | — | $7.9B | $16.28 | -2.3% | -2.0% | -4.9% | +2.9% | -4.0% | +5.9% |
| MIDD | Industrials | Baird | Maintains | Outperform → Outperform | — | $7.3B | $144.36 | -2.7% | -2.5% | -1.7% | -0.2% | -0.9% | +0.7% |
| AXTA | Basic Materials | Baird | Maintains | Outperform → Outperform | — | $6.2B | $36.64 | -1.4% | -3.9% | -3.2% | -0.1% | -1.8% | +1.3% |
| SNDR | Industrials | Baird | Maintains | Outperform → Outperform | — | $5.7B | $28.06 | -0.4% | -1.4% | -1.0% | +2.3% | -2.4% | +0.0% |
| VNT | Technology | Baird | Maintains | Neutral → Neutral | — | $4.1B | $35.25 | -2.5% | -6.3% | -1.8% | +1.2% | -0.3% | +2.2% |
| BFAM | Consumer Cyclical | Baird | Maintains | Neutral → Neutral | — | $3.9B | $118.43 | +3.9% | +14.1% | -4.7% | +3.0% | -1.3% | +0.8% |
| IRTC | Healthcare | Baird | Maintains | Outperform → Outperform | — | $3.6B | $84.22 | -10.7% | -12.3% | -4.2% | +2.9% | -5.9% | +3.4% |