| Symbol | Sector | Firm | Action | Grade | Target | Mkt Cap ▼ | Base | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FIS | Technology | Baird | Maintains | Neutral → Neutral | — | $22.6B | $74.51 | -1.7% | -6.2% | -1.7% | -0.8% | +6.3% | -4.0% |
| CVNA | Consumer Cyclical | Baird | Maintains | Neutral → Neutral | — | $14.2B | $181.79 | -6.5% | -10.6% | +3.3% | +5.0% | +25.0% | -7.6% |
| LULU | Consumer Cyclical | Baird | Maintains | Outperform → Outperform | — | $14.2B | $255.65 | -5.3% | +3.1% | +0.5% | -6.6% | +10.6% | -6.3% |
| WTRG | Utilities | Baird | Maintains | Outperform → Outperform | — | $10.4B | $40.64 | +0.9% | -2.7% | -3.1% | -1.8% | +0.4% | +1.6% |
| AYI | Industrials | Baird | Maintains | Neutral → Neutral | — | $8.8B | $257.26 | -5.6% | -9.2% | -2.7% | -1.8% | +10.1% | -4.9% |
| MSM | Industrials | Baird | Maintains | Neutral → Neutral | — | $5.8B | $75.16 | -2.7% | -5.2% | -1.5% | +0.0% | +7.1% | +0.7% |
| BC | Consumer Cyclical | Baird | Downgrade | Outperform → Neutral | — | $5.1B | $47.93 | -6.2% | -2.6% | -3.0% | -7.4% | +14.6% | -8.0% |
| MIR | Industrials | Baird | Maintains | Outperform → Outperform | — | $4.8B | $13.64 | -5.6% | -6.9% | +3.8% | -1.3% | +9.8% | -4.9% |
| BILL | Technology | Baird | Maintains | Neutral → Neutral | — | $4.0B | $42.60 | -4.5% | -7.2% | +1.3% | -5.6% | +16.3% | -6.0% |
| THO | Consumer Cyclical | Baird | Downgrade | Outperform → Neutral | — | $3.9B | $71.03 | -4.2% | +0.6% | -1.5% | -7.9% | +11.4% | -4.9% |
| PII | Consumer Cyclical | Baird | Downgrade | Outperform → Neutral | — | $3.4B | $36.14 | -3.8% | +1.6% | -4.7% | -8.7% | +14.7% | -8.9% |
| PAY | Technology | Baird | Maintains | Outperform → Outperform | — | $3.1B | $25.56 | -3.7% | -5.6% | +0.8% | +0.2% | +11.8% | -2.8% |
| PATK | Consumer Cyclical | Baird | Downgrade | Outperform → Neutral | — | $3.1B | $80.11 | -6.4% | -1.9% | -1.3% | -4.2% | +9.7% | -1.7% |
| HOG | Consumer Cyclical | Baird | Maintains | Neutral → Neutral | — | $2.8B | $23.01 | -3.5% | -0.1% | -0.9% | -8.6% | +13.7% | -9.2% |
| LCII | Consumer Cyclical | Baird | Downgrade | Outperform → Neutral | — | $2.7B | $81.00 | -3.7% | +1.4% | -2.6% | -6.2% | +8.8% | -5.1% |
| WGO | Consumer Cyclical | Baird | Downgrade | Outperform → Neutral | — | $798M | $32.88 | -5.3% | +0.2% | -4.2% | -8.5% | +16.1% | -6.8% |
| FOXF | Consumer Cyclical | Baird | Maintains | Neutral → Neutral | — | $672M | $20.91 | -4.5% | +0.2% | -4.2% | -8.4% | +19.6% | -9.5% |
| MBUU | Consumer Cyclical | Baird | Downgrade | Outperform → Neutral | — | $490M | $28.71 | -7.0% | -0.7% | -7.3% | -4.8% | +12.6% | -6.5% |
| CWH | Consumer Cyclical | Baird | Downgrade | Outperform → Neutral | — | $428M | $14.05 | -4.6% | -7.9% | +2.2% | -4.7% | +10.4% | -7.0% |
| MCFT | Consumer Cyclical | Baird | Downgrade | Outperform → Neutral | — | $364M | $16.41 | -5.7% | -4.3% | -2.1% | -4.3% | +13.9% | -5.7% |