| Symbol | Sector | Firm | Action | Grade | Target | Mkt Cap ▼ | Base | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NVDA | Technology | BofA Securities | Reiterates | Buy | $320 | $5.4T | $220.78 | +1.9% | +2.3% | +4.4% | -4.4% | -1.3% | -0.8% |
| MU | Technology | BofA Securities | Reiterates | Buy | $950 | $786.1B | $766.58 | +6.1% | +4.8% | -3.4% | -6.6% | -6.0% | +2.5% |
| AMD | Technology | BofA Securities | Reiterates | Buy | $500 | $732.2B | $448.29 | +2.0% | -0.6% | +0.9% | -5.7% | -0.7% | -1.6% |
| AMD | Technology | Daiwa Securities | Downgrade | Buy → Outperform | $500 | $732.2B | $448.29 | +2.0% | -0.6% | +0.9% | -5.7% | -0.7% | -1.6% |
| JNJ | Healthcare | Leerink Partners | Upgrade | Market Perform → Outperform | $265 | $558.8B | $224.26 | +0.7% | +2.7% | +0.2% | -1.8% | +1.0% | +0.5% |
| TXN | Technology | Cantor Fitzgerald | Reiterates | Neutral | $300 | $276.0B | $295.17 | +2.6% | +3.8% | +0.6% | -1.8% | -0.7% | +0.6% |
| ADI | Technology | Wells Fargo | Reiterates | Overweight | $470 | $197.7B | $419.65 | +2.0% | +3.0% | -1.3% | -2.2% | +0.3% | -1.0% |
| ADI | Technology | Cantor Fitzgerald | Reiterates | Overweight | $510 | $197.7B | $419.65 | +2.0% | +3.0% | -1.3% | -2.2% | +0.3% | -1.0% |
| MRVL | Technology | BofA Securities | Reiterates | Buy | $200 | $153.3B | $164.50 | +2.8% | +8.2% | +2.6% | -3.1% | -4.5% | +4.3% |
| MELI | Consumer Cyclical | Citigroup | Downgrade | Buy → Neutral | $1950 | $80.9B | $1578.78 | -2.9% | -1.1% | +2.9% | -3.8% | +2.5% | +0.6% |
| NXPI | Technology | Cantor Fitzgerald | Reiterates | Overweight | $380 | $74.8B | $294.23 | +2.0% | +1.4% | -1.4% | -0.9% | +0.1% | +0.9% |
| COHR | Technology | BofA Securities | Reiterates | Neutral | $400 | $54.7B | $374.01 | +7.4% | +7.9% | +0.3% | -5.6% | -5.1% | -2.5% |
| ON | Technology | Cantor Fitzgerald | Reiterates | Neutral | $100 | $43.7B | $104.11 | +4.6% | +11.1% | +2.3% | -4.4% | -3.3% | -3.1% |
| HEI | Industrials | Rothschild & Co Redburn | Initiates | Buy | $360 | $41.2B | $287.67 | -0.1% | +1.4% | +1.8% | -2.8% | +1.6% | -0.4% |
| VG | Energy | CitigroupC | Upgrade | Neutral → Buy | $17 | $38.9B | $13.27 | +1.4% | -2.0% | +0.1% | +9.4% | -0.4% | +4.3% |
| MTZ | Industrials | GuggenheimC | Upgrade | Neutral → Buy | $480 | $30.3B | $420.30 | +2.6% | +0.8% | +2.6% | -4.6% | -7.1% | -0.2% |
| DOW | Basic Materials | ArgusD | Upgrade | Hold → Buy | — | $26.9B | $39.43 | +1.5% | -1.5% | -0.2% | -0.1% | -0.5% | -2.1% |
| AKAM | Technology | BofA SecuritiesA | Upgrade | Neutral → Buy | $175 | $21.1B | $149.56 | +3.0% | +7.7% | -3.4% | -3.1% | -0.1% | -6.3% |
| NXT | Technology | TD Cowen | Reiterates | Hold | $135 | $19.0B | $125.37 | +19.0% | +8.8% | +4.7% | +1.1% | -6.8% | -5.5% |
| ZBRA | Technology | KeyBanc Capital MarketsA | Upgrade | Sector Weight → Overweight | $305 | $12.7B | $241.79 | +2.8% | +2.1% | +4.6% | +0.5% | +0.3% | -5.0% |