| Symbol | Sector | Firm | Action | Grade | Target | Mkt Cap ▼ | Base | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AVGO | Technology | JP Morgan | Maintains | Overweight → Overweight | — | $2.0T | $152.82 | -6.3% | -10.4% | +2.8% | +5.2% | +6.8% | +4.0% |
| ACN | Technology | JP Morgan | Maintains | Overweight → Overweight | — | $113.3B | $340.93 | -0.1% | -0.3% | +0.6% | +1.7% | +0.8% | -0.1% |
| ODFL | Industrials | JP Morgan | Maintains | Neutral → Neutral | — | $42.9B | $186.06 | +0.1% | -0.7% | +2.7% | +0.7% | -1.2% | +1.3% |
| CTSH | Technology | JP Morgan | Maintains | Neutral → Neutral | — | $24.5B | $76.76 | +0.3% | -1.2% | +0.4% | +0.6% | -0.3% | +0.0% |
| XPO | Industrials | JP Morgan | Maintains | Overweight → Overweight | — | $24.1B | $102.72 | -0.3% | -1.0% | +0.2% | -0.7% | +1.6% | +4.3% |
| SMCI | Technology | JP Morgan | Downgrade | Overweight → Neutral | — | $19.2B | $41.46 | -3.0% | -6.8% | +6.1% | +0.7% | +7.9% | -0.7% |
| IFF | Basic Materials | JP Morgan | Maintains | Overweight → Overweight | — | $18.4B | $102.67 | -0.2% | +0.3% | +0.4% | -0.6% | +0.5% | +0.2% |
| IOT | Technology | JP Morgan | Maintains | Neutral → Neutral | — | $17.7B | $38.75 | +11.4% | +13.6% | +4.8% | +2.5% | -2.7% | +0.5% |
| NIO | Consumer Cyclical | JP MorganA | Upgrade | Neutral → Overweight | — | $13.0B | $4.85 | +1.9% | +3.5% | +11.0% | -1.6% | +2.2% | -5.7% |
| SAIA | Industrials | JP Morgan | Maintains | Overweight → Overweight | — | $12.0B | $398.37 | +0.4% | +1.0% | +2.1% | +1.2% | +1.3% | -0.2% |
| CNM | Industrials | JP Morgan | Maintains | Overweight → Overweight | — | $8.9B | $38.00 | +0.3% | +0.1% | +0.7% | -0.5% | +1.8% | +2.9% |
| EPAM | Technology | JP Morgan | Maintains | Overweight → Overweight | — | $5.7B | $204.00 | +0.7% | +0.4% | +0.6% | +0.2% | -1.4% | -0.6% |
| G | Technology | JP Morgan | Maintains | Neutral → Neutral | — | $5.6B | $38.20 | +0.0% | +0.3% | +1.1% | +0.3% | -0.6% | -0.4% |
| EXLS | Technology | JP Morgan | Maintains | Overweight → Overweight | — | $4.7B | $35.69 | +0.2% | -0.6% | +1.6% | +0.2% | -0.4% | +0.0% |
| SAIC | Technology | JP Morgan | Maintains | Neutral → Neutral | — | $4.4B | $135.28 | -0.3% | -1.6% | +1.1% | +0.3% | -0.7% | +0.7% |
| AMRX | Healthcare | JP MorganA | Upgrade | Underweight → Neutral | — | $4.0B | $8.45 | +1.3% | -0.7% | +0.8% | -0.9% | -0.2% | +1.3% |
| OGN | Healthcare | JP Morgan | Downgrade | Neutral → Underweight | — | $3.5B | $21.36 | -1.9% | -4.1% | -1.5% | -0.4% | +0.3% | +0.6% |
| ARCB | Industrials | JP Morgan | Maintains | Neutral → Neutral | — | $2.9B | $100.09 | +0.5% | -1.0% | +0.1% | -0.7% | +0.3% | +1.1% |
| GLOB | Technology | JP Morgan | Maintains | Overweight → Overweight | — | $1.8B | $199.41 | +0.8% | -2.2% | +1.1% | +0.8% | +1.2% | -1.8% |
| DXC | Technology | JP Morgan | Maintains | Underweight → Underweight | — | $1.7B | $21.12 | +0.5% | -1.4% | -1.0% | +0.3% | +0.5% | -0.2% |