| Symbol | Sector | Firm | Action | Grade | Target | Mkt Cap ▼ | Base | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MA | Financial Services | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $448.7B | $566.47 | -0.5% | -1.2% | +1.8% | -0.7% | +0.5% | -1.4% |
| NET | Technology | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $72.0B | $207.68 | -4.3% | -3.6% | +4.3% | -0.5% | +3.7% | -2.4% |
| MPWR | Technology | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $70.9B | $711.24 | +4.0% | +10.5% | +5.7% | -3.4% | +0.4% | -1.0% |
| AME | Industrials | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $52.0B | $184.85 | -1.0% | -1.3% | +1.2% | +0.2% | +0.3% | -1.7% |
| RMD | Healthcare | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $30.6B | $271.94 | +3.7% | +2.7% | +4.4% | -2.2% | -1.6% | -0.1% |
| ROKU | Communication Services | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $18.2B | $94.16 | -9.5% | -15.1% | +7.3% | -2.6% | +1.5% | -2.1% |
| WCC | Industrials | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $16.7B | $206.96 | -2.9% | -1.7% | +2.7% | -1.1% | -0.2% | -0.7% |
| ITT | Industrials | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $15.3B | $169.96 | -2.3% | -3.5% | +1.8% | -0.5% | -0.5% | -0.2% |
| LECO | Industrials | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $14.2B | $243.50 | -2.0% | -1.0% | +1.1% | +0.7% | -1.5% | -0.3% |
| CGNX | Technology | KeyBanc Capital MarketsA | Upgrade | Sector Weight → Overweight | — | $10.7B | $40.77 | +0.4% | -0.7% | +2.4% | +1.0% | -2.3% | +1.1% |
| ESI | Basic Materials | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $9.6B | $23.60 | -2.4% | -1.8% | +0.7% | +1.0% | -1.7% | +2.2% |
| TTEK | Industrials | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $7.3B | $36.74 | +0.8% | -2.3% | +1.9% | +2.2% | -0.3% | -0.1% |
| PCOR | Technology | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $7.1B | $71.63 | -7.6% | -13.4% | +1.5% | +1.8% | -0.7% | +1.0% |
| MYRG | Industrials | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $6.9B | $193.50 | -2.5% | -3.1% | +0.7% | -0.7% | -0.9% | -0.0% |
| BOOT | Consumer Cyclical | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $4.4B | $171.90 | +6.3% | -0.6% | +0.9% | -3.2% | +0.3% | +0.6% |
| THO | Consumer Cyclical | KeyBanc Capital MarketsA | Upgrade | Underweight → Sector Weight | — | $3.9B | $90.99 | +0.5% | +0.4% | +2.1% | +1.0% | +1.2% | +0.6% |
| PATK | Consumer Cyclical | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $3.1B | $97.24 | +1.8% | +0.8% | +2.4% | +2.4% | -0.2% | -1.3% |
| ONEW | Consumer Cyclical | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $169M | $15.34 | +4.0% | +2.7% | +0.8% | +2.7% | -0.3% | -3.2% |