| Symbol | Sector | Firm | Action | Grade | Target | Mkt Cap ▼ | Base | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RTX | Industrials | JP Morgan | Maintains | Overweight → Overweight | — | $236.7B | $178.29 | +0.4% | +2.1% | +2.0% | +0.0% | +0.3% | -0.6% |
| BA | Industrials | JP Morgan | Maintains | Overweight → Overweight | — | $169.4B | $208.27 | +0.7% | +2.8% | +1.3% | +0.0% | +0.6% | -0.8% |
| LMT | Industrials | JP Morgan | Downgrade | Overweight → Neutral | — | $122.1B | $470.14 | -0.8% | +0.8% | +2.0% | -0.2% | +0.7% | -0.6% |
| GD | Industrials | JP Morgan | Maintains | Overweight → Overweight | — | $93.2B | $337.34 | +0.2% | +0.6% | +1.7% | -0.4% | +0.5% | -0.9% |
| FDX | Industrials | JP Morgan | Maintains | Neutral → Neutral | — | $91.1B | $287.12 | -5.2% | +0.6% | +1.4% | +0.8% | +0.2% | +0.1% |
| PCAR | Industrials | JP MorganB | Upgrade | Neutral → Overweight | — | $57.6B | $111.50 | -0.5% | +0.1% | +1.1% | -1.0% | -0.2% | +0.3% |
| ESLT | Industrials | JP Morgan | Maintains | Neutral → Neutral | — | $36.2B | $541.16 | -0.2% | +2.4% | +3.4% | +1.2% | +0.4% | -1.9% |
| ATI | Industrials | JP Morgan | Maintains | Overweight → Overweight | — | $21.8B | $109.76 | +1.4% | +3.2% | +2.2% | +0.4% | +0.4% | +0.3% |
| AGCO | Industrials | JP Morgan | Maintains | Overweight → Overweight | — | $8.6B | $106.86 | -2.0% | -1.0% | -0.0% | -0.2% | -0.3% | +0.2% |
| NUVL | Healthcare | JP Morgan | Maintains | Overweight → Overweight | — | $7.3B | $101.41 | +2.6% | +2.4% | +1.8% | -0.8% | +0.9% | -1.6% |
| KMX | Consumer Cyclical | JP Morgan | Maintains | Underweight → Underweight | — | $5.4B | $39.34 | -2.0% | -2.2% | -0.8% | +0.8% | +1.9% | +0.2% |
| VERA | Healthcare | JP Morgan | Maintains | Overweight → Overweight | — | $2.1B | $47.69 | +1.2% | +7.4% | +5.0% | +0.2% | +3.3% | -3.8% |
| COGT | Healthcare | JP Morgan | Maintains | Overweight → Overweight | — | $2.1B | $37.90 | +1.8% | +4.4% | -0.5% | +2.1% | -1.1% | -2.1% |
| VOR | Healthcare | JP Morgan | Maintains | Overweight → Overweight | — | $107M | $12.80 | +0.9% | -3.0% | +10.5% | -1.3% | +7.4% | +1.3% |