| Symbol | Sector | Firm | Action | Grade | Target | Mkt Cap ▼ | Base | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PANW | Technology | UBS | Maintains | Neutral → Neutral | — | $170.3B | $201.88 | -4.9% | -0.9% | +4.1% | -1.5% | -3.1% | -3.9% |
| ABNB | Consumer Cyclical | UBS | Maintains | Neutral → Neutral | — | $84.4B | $141.04 | +12.2% | +14.4% | -0.5% | -1.6% | -1.7% | -5.9% |
| TWLO | Communication Services | UBS | Maintains | Buy → Buy | — | $31.3B | $147.28 | -10.5% | -15.0% | +0.3% | -3.5% | -2.7% | -3.1% |
| USFD | Consumer Defensive | UBS | Maintains | Buy → Buy | — | $18.7B | $71.11 | -0.1% | +0.2% | -0.6% | +1.1% | +0.0% | -2.2% |
| ROKU | Communication Services | UBS | Maintains | Neutral → Neutral | — | $18.2B | $86.80 | +16.1% | +14.1% | -3.3% | -3.5% | +0.4% | -4.2% |
| GDDY | Technology | UBS | Maintains | Neutral → Neutral | — | $12.3B | $212.54 | -8.4% | -14.3% | -0.6% | -2.5% | +0.0% | -1.6% |
| TTD | Technology | UBS | Maintains | Buy → Buy | — | $10.2B | $81.92 | +0.8% | -2.1% | -0.2% | -4.1% | -1.3% | -4.8% |
| TAP | Consumer Defensive | UBS | Maintains | Neutral → Neutral | — | $8.2B | $58.54 | +1.3% | +3.1% | +0.4% | -0.8% | +0.4% | -0.1% |
| PCOR | Technology | UBS | Maintains | Buy → Buy | — | $7.1B | $75.10 | +7.9% | +16.5% | +0.9% | -2.1% | -4.0% | -1.0% |
| GXO | Industrials | UBS | Maintains | Buy → Buy | — | $5.3B | $36.31 | +1.5% | +8.5% | +4.5% | -1.8% | -1.3% | -1.5% |
| ENGN | Healthcare | UBS | Downgrade | Buy → Neutral | — | $82M | $6.25 | -2.2% | -5.6% | +1.2% | +10.4% | -7.1% | +2.8% |