| Symbol | Sector | Firm | Action | Grade | Target | Mkt Cap ▼ | Base | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GOOGL | Communication Services | Baird | Maintains | Outperform → Outperform | — | $4.7T | $156.00 | +11.8% | +10.2% | -3.4% | -2.0% | +0.7% | +1.7% |
| WDC | Technology | Baird | Maintains | Outperform → Outperform | — | $163.6B | $52.47 | +2.2% | +2.8% | -2.1% | +1.4% | -0.4% | -1.1% |
| NOC | Industrials | Baird | Maintains | Neutral → Neutral | — | $80.0B | $488.06 | -0.1% | -1.6% | +1.2% | -0.2% | +0.3% | -2.3% |
| TER | Technology | Baird | Maintains | Outperform → Outperform | — | $50.7B | $108.91 | +1.4% | +4.8% | +3.6% | -1.7% | -2.2% | +3.2% |
| OSK | Industrials | Baird | Maintains | Outperform → Outperform | — | $44.5B | $118.69 | +0.9% | -0.9% | +0.2% | -4.7% | +0.4% | +0.5% |
| DOV | Industrials | Baird | Maintains | Outperform → Outperform | — | $28.6B | $179.11 | +0.2% | +0.6% | -0.1% | -0.4% | -0.8% | -0.2% |
| VRSN | Technology | Baird | Maintains | Neutral → Neutral | — | $28.0B | $182.68 | -1.8% | -3.9% | -0.2% | -3.2% | +0.9% | -1.6% |
| TEAM | Technology | Baird | Maintains | Outperform → Outperform | — | $22.7B | $198.41 | -7.9% | -9.6% | -1.3% | -2.7% | +0.3% | +6.2% |
| LH | Healthcare | Baird | Maintains | Outperform → Outperform | — | $21.3B | $198.35 | -0.6% | +0.0% | +2.9% | -1.4% | -0.0% | -0.5% |
| TSCO | Consumer Cyclical | Baird | Maintains | Outperform → Outperform | — | $16.6B | $53.05 | -0.2% | +3.3% | +1.5% | -1.7% | -0.7% | -1.6% |
| LECO | Industrials | Baird | Maintains | Outperform → Outperform | — | $14.2B | $227.93 | -0.4% | +0.9% | -2.1% | -2.5% | -0.1% | +1.5% |
| TYL | Technology | Baird | Maintains | Outperform → Outperform | — | $14.1B | $458.07 | +0.2% | +0.6% | +1.0% | -0.8% | -0.7% | +1.3% |
| CSL | Industrials | Baird | Maintains | Outperform → Outperform | — | $14.1B | $382.03 | +7.3% | +4.9% | -0.9% | -2.2% | -0.8% | +2.6% |
| TRU | Industrials | Baird | Maintains | Outperform → Outperform | — | $13.0B | $74.29 | +0.6% | +0.3% | +1.9% | -3.8% | +2.2% | +0.1% |
| GGG | Industrials | Baird | Maintains | Neutral → Neutral | — | $12.7B | $83.13 | -0.3% | -0.7% | -0.7% | -2.2% | +0.1% | +0.7% |
| ICLR | Healthcare | Baird | Maintains | Outperform → Outperform | — | $9.4B | $300.08 | +0.9% | +2.7% | -1.4% | -2.1% | +1.3% | -0.2% |
| ALSN | Consumer Cyclical | Baird | Maintains | Neutral → Neutral | — | $9.2B | $80.26 | -7.7% | -7.2% | +2.1% | -3.3% | +0.3% | +1.2% |
| AOS | Industrials | Baird | Maintains | Neutral → Neutral | — | $7.9B | $82.82 | -0.6% | +0.5% | +1.3% | -1.7% | -0.1% | +0.9% |
| WH | Consumer Cyclical | Baird | Maintains | Outperform → Outperform | — | $5.8B | $75.36 | -0.3% | -2.1% | +0.7% | -1.0% | -0.8% | +1.3% |
| VC | Consumer Cyclical | Baird | Maintains | Outperform → Outperform | — | $2.9B | $109.66 | +1.2% | +2.3% | +0.6% | -1.9% | +1.5% | +2.7% |