| Symbol | Sector | Firm | Action | Grade | Target | Mkt Cap ▼ | Base | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TT | Industrials | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $100.2B | $492.54 | +0.5% | -1.2% | +0.0% | -1.9% | +2.2% | -3.8% |
| MPWR | Technology | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $70.9B | $1614.41 | -3.1% | -1.9% | -0.6% | +0.9% | +4.0% | -4.6% |
| TWLO | Communication Services | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $31.3B | $148.06 | +20.1% | +23.8% | +3.5% | +3.1% | -2.1% | +3.0% |
| ROKU | Communication Services | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $18.2B | $116.56 | +7.7% | +6.0% | +2.0% | -1.3% | +2.9% | -1.0% |
| THC | Healthcare | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $17.4B | $177.12 | +1.1% | +3.5% | +1.1% | +0.8% | +4.1% | -0.2% |
| WCC | Industrials | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $16.7B | $349.12 | +0.9% | +1.6% | -2.2% | +1.1% | +3.5% | -3.3% |
| BLDR | Industrials | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $8.0B | $79.09 | +0.9% | -4.3% | -2.6% | +1.1% | +7.3% | -0.8% |
| PATK | Consumer Cyclical | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $3.1B | $93.00 | +0.1% | -4.4% | -4.3% | +5.8% | +6.5% | -0.6% |
| ONEW | Consumer Cyclical | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $169M | $9.39 | +1.5% | +4.4% | +4.2% | +6.3% | +4.1% | +5.8% |