| Symbol | Sector | Firm | Action | Grade | Target | Mkt Cap ▼ | Base | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FTNT | Technology | Baird | Maintains | Outperform → Outperform | — | $95.5B | $83.68 | +1.0% | +10.0% | +5.6% | +2.0% | -1.3% | -3.5% |
| ABNB | Consumer Cyclical | Baird | Maintains | Neutral → Neutral | — | $84.4B | $147.37 | -8.6% | -8.7% | +2.1% | -3.1% | -0.3% | +1.4% |
| DDOG | Technology | Baird | Maintains | Outperform → Outperform | — | $78.2B | $129.79 | -0.2% | -4.1% | -1.7% | +0.9% | +4.1% | +2.3% |
| BE | Industrials | Baird | Maintains | Outperform → Outperform | — | $67.9B | $10.67 | +3.6% | +23.4% | +3.4% | -0.6% | +0.4% | -2.4% |
| ROK | Industrials | Baird | Maintains | Outperform → Outperform | — | $47.8B | $277.09 | -0.6% | -1.8% | +2.1% | +0.0% | +3.1% | -0.0% |
| AXON | Industrials | Baird | Maintains | Outperform → Outperform | — | $39.8B | $468.75 | +15.2% | +28.7% | +2.1% | -3.4% | +1.0% | +0.5% |
| TPR | Consumer Cyclical | Baird | Maintains | Outperform → Outperform | — | $29.3B | $51.55 | -1.8% | +1.3% | -1.3% | -0.7% | +0.2% | +12.8% |
| RIVN | Consumer Cyclical | Baird | Maintains | Outperform → Outperform | — | $15.3B | $10.05 | +0.7% | +5.4% | +4.2% | -4.2% | +13.7% | -14.3% |
| TOST | Technology | Baird | Maintains | Neutral → Neutral | — | $14.1B | $32.67 | +17.5% | +14.7% | +1.3% | +3.9% | +1.2% | +1.1% |
| TRMB | Technology | Baird | Maintains | Outperform → Outperform | — | $13.1B | $72.14 | -1.1% | +0.7% | +1.0% | -0.7% | -0.3% | -2.6% |
| PINS | Communication Services | Baird | Maintains | Outperform → Outperform | — | $13.0B | $33.93 | -14.1% | -14.0% | +4.1% | +0.9% | -2.2% | -2.0% |
| AAON | Industrials | Baird | Maintains | Outperform → Outperform | — | $11.1B | $119.10 | +4.9% | +16.1% | +1.8% | -2.1% | -2.3% | -1.1% |
| TTD | Technology | Baird | Maintains | Outperform → Outperform | — | $10.2B | $132.53 | -12.4% | -5.6% | +3.4% | +1.4% | -3.0% | -1.1% |
| FROG | Technology | Baird | Maintains | Outperform → Outperform | — | $8.2B | $32.86 | -4.0% | -5.4% | -0.6% | -1.1% | +2.6% | +0.3% |
| ARE | Real Estate | Baird | Maintains | Outperform → Outperform | — | $8.2B | $113.72 | -0.1% | +0.3% | -2.4% | -2.7% | +0.6% | -0.7% |
| PTCT | Healthcare | Baird | Maintains | Outperform → Outperform | — | $6.2B | $42.96 | +6.2% | +3.1% | +1.3% | -0.6% | -1.3% | -3.7% |
| G | Technology | Baird | Maintains | Neutral → Neutral | — | $5.6B | $41.81 | +8.1% | +9.9% | +1.6% | +0.0% | -1.6% | -1.8% |
| PLNT | Consumer Cyclical | Baird | Maintains | Outperform → Outperform | — | $4.3B | $94.17 | -0.7% | +1.2% | -0.1% | -0.5% | +2.3% | -0.6% |
| COLD | Real Estate | Baird | Maintains | Outperform → Outperform | — | $4.0B | $23.17 | +0.0% | -1.8% | +0.3% | -0.5% | -1.5% | -2.8% |
| BILL | Technology | Baird | Maintains | Neutral → Neutral | — | $4.0B | $65.90 | +18.7% | +17.3% | +11.1% | +3.6% | +0.7% | -3.7% |