| Symbol | Sector | Firm | Action | Grade | Target | Mkt Cap ▼ | Base | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MSFT | Technology | Cantor Fitzgerald | Reiterates | Overweight | $608 | $3.7T | — | — | — | — | — | — | — |
| META | Communication Services | Wells Fargo | Reiterates | Overweight | $796 | $1.9T | — | — | — | — | — | — | — |
| MCD | Consumer Cyclical | UBS | Reiterates | Buy | $320 | $176.7B | — | — | — | — | — | — | — |
| T | Communication Services | BNP Paribas Exane | Upgrade | Neutral → Outperform | $30 | $174.2B | — | — | — | — | — | — | — |
| VRTX | Healthcare | Leerink Partners | Initiates | Outperform | $594 | $129.0B | — | — | — | — | — | — | — |
| EQIX | Real Estate | Rothschild & Co Redburn | Initiates | Buy | $1261 | $100.8B | — | — | — | — | — | — | — |
| DLR | Real Estate | Rothschild & Co Redburn | Initiates | Buy | $227 | $67.4B | — | — | — | — | — | — | — |
| AON | Financial Services | Citigroup | Reiterates | Buy | $435 | $62.7B | — | — | — | — | — | — | — |
| NBIS | Communication Services | Rothschild & Co Redburn | Initiates | Sell | $84 | $53.6B | — | — | — | — | — | — | — |
| CIEN | Technology | Evercore ISIC | Upgrade | In-line → Outperform | $550 | $49.4B | — | — | — | — | — | — | — |
| CRWV | Technology | Rothschild & Co Redburn | Initiates | Sell | $54 | $44.4B | — | — | — | — | — | — | — |
| IRM | Real Estate | Rothschild & Co Redburn | Initiates | Buy | $132 | $34.0B | — | — | — | — | — | — | — |
| IREN | Financial Services | Rothschild & Co Redburn | Initiates | Neutral | $40 | $16.7B | — | — | — | — | — | — | — |
| INVH | Real Estate | MizuhoC | Upgrade | Neutral → Outperform | $32 | $16.0B | — | — | — | — | — | — | — |
| FLUT | Consumer Cyclical | Rothschild & Co Redburn | Downgrade | Buy → Neutral | $119 | $15.5B | — | — | — | — | — | — | — |
| TEM | Healthcare | Goldman | Initiates | Neutral | $75 | $13.6B | — | — | — | — | — | — | — |
| ELS | Real Estate | Mizuho | Downgrade | Outperform → Neutral | $65 | $11.7B | — | — | — | — | — | — | — |
| AMH | Real Estate | MizuhoC | Upgrade | Neutral → Outperform | $36 | $11.1B | — | — | — | — | — | — | — |
| HUT | Financial Services | Rothschild & Co Redburn | Initiates | Neutral | $96 | $11.1B | — | — | — | — | — | — | — |
| WULF | Financial Services | Rothschild & Co Redburn | Initiates | Neutral | $15 | $8.4B | — | — | — | — | — | — | — |
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