| Symbol | Sector | Firm | Action | Grade | Target | Mkt Cap ▼ | Base | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ORCL | Technology | BMO Capital Markets | Reiterates | Outperform | $195 | $441.2B | $152.94 | +7.5% | -1.7% | -3.7% | -3.1% | +2.0% | +5.2% |
| DELL | Technology | RBC Capital Mkts | Initiates | Outperform | $640 | $336.6B | $506.62 | +2.3% | +12.0% | -5.8% | +1.7% | +3.6% | +4.5% |
| PANW | Technology | Wedbush | Reiterates | Outperform | $400 | $275.9B | $338.49 | +0.0% | -2.3% | +13.1% | +0.3% | +0.1% | -0.2% |
| LIN | Basic Materials | KeyBanc Capital Markets | Initiates | Overweight | $542 | $213.5B | $461.62 | +0.3% | +1.0% | -0.4% | -0.3% | -0.2% | -0.8% |
| CRWD | Technology | Wedbush | Reiterates | Outperform | $250 | $209.4B | $208.86 | -0.4% | -1.0% | +13.9% | +3.0% | -0.5% | +1.8% |
| NVO | Healthcare | Morgan Stanley | Downgrade | Equal-Weight → Underweight | $40 | $195.4B | $44.01 | -1.8% | -2.1% | +0.9% | -2.1% | -1.9% | +3.5% |
| SHOP | Technology | Bernstein | Initiates | Outperform | $160 | $164.3B | $126.60 | +3.3% | +1.7% | +4.0% | -3.0% | +0.1% | -1.0% |
| FTNT | Technology | Wedbush | Downgrade | Outperform → Neutral | $155 | $116.6B | $158.85 | -0.3% | -1.8% | +9.0% | +1.3% | -0.3% | +0.5% |
| ADBE | Technology | BMO Capital Markets | Reiterates | Market Perform | $270 | $98.9B | $248.83 | -2.7% | +1.4% | +5.3% | -3.0% | -2.8% | +0.9% |
| CDNS | Technology | FBN Securities | Initiates | Outperform | $375 | $80.4B | $284.95 | +1.1% | +1.6% | -3.6% | -1.8% | +2.2% | +0.3% |
| DDOG | Technology | Wedbush | Reiterates | Outperform | $275 | $78.9B | $221.72 | +0.0% | -0.2% | +4.0% | +0.1% | +0.2% | +2.3% |
| SHW | Basic Materials | KeyBanc Capital Markets | Initiates | Sector Weight | — | $77.1B | $317.44 | +1.3% | +1.8% | +0.4% | -0.4% | -0.5% | -0.2% |
| APD | Basic Materials | KeyBanc Capital Markets | Initiates | Sector Weight | — | $65.4B | $293.65 | +0.1% | -0.8% | -1.5% | +1.2% | -1.2% | -0.3% |
| CRH | Basic Materials | Morgan Stanley | Reiterates | Overweight | $139 | $58.6B | $87.66 | +1.9% | +1.0% | +0.5% | -1.4% | -1.1% | +0.0% |
| CTVA | Basic Materials | KeyBanc Capital Markets | Initiates | Sector Weight | — | $56.5B | $84.49 | -0.2% | -0.7% | -1.6% | +1.0% | -2.9% | +0.6% |
| NTR | Basic Materials | KeyBanc Capital Markets | Initiates | Sector Weight | — | $37.8B | $78.74 | -0.9% | -0.4% | -1.8% | +2.2% | -1.3% | +1.6% |
| RKLB | Industrials | Raymond James | Initiates | Outperform | $80 | $35.9B | $61.96 | +0.6% | +1.6% | -0.6% | +1.6% | +0.2% | +6.5% |
| HPQ | Technology | RBC Capital Mkts | Initiates | Sector Perform | $33 | $29.9B | $32.73 | +0.7% | +8.4% | -4.1% | -0.6% | -3.3% | +6.0% |
| CPRT | Industrials | Barrington ResearchD | Upgrade | Mkt Perform → Outperform | $40 | $28.5B | $30.75 | +4.1% | -2.6% | +5.9% | -2.2% | -0.7% | -3.8% |
| ZS | Technology | Wedbush | Reiterates | Outperform | $215 | $26.4B | $163.48 | +0.3% | +0.6% | +16.5% | +1.1% | -1.2% | +3.1% |