| Symbol | Sector | Firm | Action | Grade | Target | Mkt Cap ▼ | Base | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMZN | Consumer Cyclical | Baird | Maintains | Outperform → Outperform | — | $2.9T | $186.40 | +6.8% | +6.2% | -1.1% | +1.9% | +3.8% | +1.4% |
| INTC | Technology | Baird | Maintains | Neutral → Neutral | — | $538.0B | $21.52 | +6.9% | +7.8% | -2.9% | +3.6% | +7.4% | +4.7% |
| PH | Industrials | Baird | Maintains | Outperform → Outperform | — | $111.0B | $634.07 | -0.4% | +0.2% | +0.5% | +2.4% | +8.6% | -2.8% |
| PWR | Industrials | Baird | Maintains | Outperform → Outperform | — | $108.3B | $301.63 | +1.3% | +0.6% | +0.3% | +3.4% | -1.2% | +3.2% |
| STM | Technology | Baird | Maintains | Neutral → Neutral | — | $56.5B | $27.14 | -2.0% | -1.7% | -2.7% | +2.8% | -0.7% | +2.4% |
| ARGX | Healthcare | Baird | Downgrade | Outperform → Neutral | — | $53.1B | $586.30 | +0.9% | +1.6% | -1.2% | +2.3% | -2.2% | +0.4% |
| TWLO | Communication Services | Baird | Maintains | Neutral → Neutral | — | $31.3B | $80.65 | +0.4% | +5.2% | +3.1% | +1.4% | +1.8% | +2.3% |
| IQV | Healthcare | Baird | Maintains | Neutral → Neutral | — | $30.0B | $205.82 | +0.1% | +1.6% | +0.5% | +1.3% | +3.9% | -1.6% |
| XYL | Industrials | Baird | Maintains | Outperform → Outperform | — | $25.9B | $121.78 | -0.3% | -1.9% | +1.2% | +1.2% | +1.2% | -0.1% |
| TEAM | Technology | Baird | Maintains | Neutral → Neutral | — | $22.7B | $188.54 | +19.6% | +19.0% | -2.4% | +1.2% | +1.8% | +3.7% |
| WCC | Industrials | Baird | Maintains | Outperform → Outperform | — | $16.7B | $191.97 | +1.1% | -2.0% | -1.9% | +1.7% | +13.1% | -2.2% |
| GNRC | Industrials | Baird | Maintains | Neutral → Neutral | — | $14.5B | $165.55 | +0.6% | +2.0% | +1.1% | +6.5% | +0.9% | +1.7% |
| AEIS | Industrials | Baird | Maintains | Outperform → Outperform | — | $12.1B | $108.53 | -0.1% | +1.0% | +0.5% | +1.2% | +5.9% | -0.5% |
| APTV | Consumer Cyclical | Baird | Maintains | Neutral → Neutral | — | $12.0B | $56.83 | +1.2% | -0.8% | -0.8% | -1.2% | -2.6% | +3.4% |
| MBLY | Consumer Cyclical | Baird | Maintains | Outperform → Outperform | — | $7.9B | $13.61 | +2.7% | +14.4% | -6.4% | +4.5% | +1.4% | +6.9% |
| IRTC | Healthcare | Baird | Maintains | Outperform → Outperform | — | $3.6B | $72.44 | +1.8% | +3.6% | +8.5% | +6.4% | +3.3% | -0.8% |
| ITRI | Technology | Baird | Maintains | Outperform → Outperform | — | $3.6B | $111.76 | +1.0% | +0.0% | +2.8% | +2.4% | +3.8% | +0.7% |
| HIW | Real Estate | Baird | Maintains | Neutral → Neutral | — | $2.8B | $33.54 | +0.5% | -2.7% | +1.2% | +0.7% | +1.2% | +0.4% |
| VRRM | Technology | Baird | Maintains | Neutral → Neutral | — | $2.1B | $25.97 | -3.7% | -11.0% | -1.4% | +1.4% | +3.6% | -2.9% |
| PTON | Consumer Cyclical | Baird | Maintains | Neutral → Neutral | — | $2.0B | $8.50 | -0.4% | -14.7% | +3.6% | +2.0% | +3.5% | +1.1% |