| Symbol | Sector | Firm | Action | Grade | Target | Mkt Cap ▼ | Base | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AVGO | Technology | JP Morgan | Maintains | Overweight → Overweight | — | $2.0T | $180.66 | +18.4% | +24.4% | +11.2% | -3.9% | -6.9% | -2.4% |
| MAR | Consumer Cyclical | JP Morgan | Maintains | Neutral → Neutral | — | $96.6B | $289.99 | -0.5% | -1.0% | +1.2% | -0.3% | -4.1% | +0.5% |
| HLT | Consumer Cyclical | JP Morgan | Maintains | Neutral → Neutral | — | $75.1B | $255.90 | +0.2% | -1.2% | +0.1% | -1.1% | -3.1% | +1.3% |
| DHI | Consumer Cyclical | JP Morgan | Downgrade | Neutral → Underweight | — | $41.7B | $151.21 | -1.5% | -0.9% | -1.5% | -0.6% | -3.4% | -3.2% |
| LVS | Consumer Cyclical | JP Morgan | Maintains | Overweight → Overweight | — | $34.6B | $53.80 | +0.3% | +0.1% | -2.6% | +2.2% | -4.9% | +0.5% |
| NTRA | Healthcare | JP Morgan | Maintains | Overweight → Overweight | — | $26.8B | $166.45 | +1.1% | +0.1% | +2.6% | -1.5% | -7.7% | +1.9% |
| PHM | Consumer Cyclical | JP Morgan | Maintains | Overweight → Overweight | — | $22.2B | $120.69 | -0.9% | -1.9% | -1.2% | -1.0% | -4.0% | -2.2% |
| LEN | Consumer Cyclical | JP Morgan | Maintains | Neutral → Neutral | — | $21.4B | $155.47 | -1.0% | -0.7% | -1.6% | -0.3% | -3.7% | -5.2% |
| NVR | Consumer Cyclical | JP Morgan | Maintains | Neutral → Neutral | — | $17.7B | $8796.60 | -0.5% | -2.4% | -0.9% | -0.5% | -3.0% | -1.4% |
| H | Consumer Cyclical | JP Morgan | Maintains | Overweight → Overweight | — | $15.7B | $159.53 | +0.4% | -0.3% | +0.7% | -1.5% | -4.0% | +2.5% |
| GLPI | Real Estate | JP MorganA | Upgrade | Neutral → Overweight | — | $13.3B | $49.60 | +0.3% | +1.0% | -0.6% | -1.6% | -3.9% | -1.4% |
| DKNG | Consumer Cyclical | JP Morgan | Maintains | Overweight → Overweight | — | $12.7B | $41.47 | +1.4% | -3.8% | -1.6% | +3.8% | -4.8% | +1.7% |
| TOL | Consumer Cyclical | JP Morgan | Downgrade | Overweight → Neutral | — | $12.4B | $138.46 | -1.9% | -3.3% | +0.5% | -1.4% | -5.3% | -1.5% |
| RHP | Real Estate | JP Morgan | Downgrade | Neutral → Underweight | — | $7.2B | $115.63 | -1.7% | -2.1% | -1.7% | -0.5% | -5.7% | +0.6% |
| BYD | Consumer Cyclical | JP Morgan | Maintains | Neutral → Neutral | — | $6.4B | $74.44 | +0.2% | +0.7% | -1.6% | +0.2% | -4.2% | +0.5% |
| WH | Consumer Cyclical | JP Morgan | Maintains | Overweight → Overweight | — | $5.8B | $104.01 | -0.2% | -0.7% | +1.5% | -1.5% | -4.7% | +1.3% |
| TMHC | Consumer Cyclical | JP Morgan | Maintains | Overweight → Overweight | — | $5.6B | $67.17 | -1.4% | -3.6% | -0.2% | -1.2% | -4.2% | -3.1% |
| CHH | Consumer Cyclical | JP Morgan | Maintains | Underweight → Underweight | — | $4.9B | $146.40 | -0.0% | +0.0% | -0.9% | +0.1% | -3.5% | +0.4% |
| MTH | Consumer Cyclical | JP Morgan | Downgrade | Overweight → Neutral | — | $4.3B | $88.73 | -2.0% | -5.1% | -0.8% | -2.0% | -4.6% | -2.8% |
| TNL | Consumer Cyclical | JP Morgan | Maintains | Overweight → Overweight | — | $4.2B | $53.56 | -0.9% | -0.8% | +0.3% | -1.4% | -4.7% | +1.7% |