| Symbol | Sector | Firm | Action | Grade | Target | Mkt Cap ▼ | Base | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ELV | Healthcare | Baird | Maintains | Neutral → Neutral | — | $89.2B | $280.43 | +1.2% | +3.1% | -1.1% | +1.0% | +1.7% | -3.6% |
| CSX | Industrials | Baird | Maintains | Outperform → Outperform | — | $85.9B | $35.00 | +1.1% | +2.2% | -0.1% | -0.8% | -0.4% | +0.7% |
| NET | Technology | Baird | Maintains | Neutral → Neutral | — | $72.0B | $191.58 | +0.2% | +3.6% | +0.5% | +0.0% | +0.7% | +3.4% |
| LHX | Industrials | Baird | Maintains | Outperform → Outperform | — | $58.1B | $273.22 | -1.2% | -1.4% | +0.1% | +1.1% | +0.7% | +0.3% |
| EW | Healthcare | Baird | Maintains | Neutral → Neutral | — | $48.1B | $75.80 | +7.5% | +5.5% | -1.9% | +2.5% | +0.9% | -2.3% |
| HUM | Healthcare | Baird | Maintains | Neutral → Neutral | — | $37.5B | $229.21 | +0.8% | +3.8% | -2.7% | +0.5% | +12.4% | -4.4% |
| CNC | Healthcare | Baird | Maintains | Neutral → Neutral | — | $29.0B | $26.76 | +1.4% | +6.1% | -5.4% | -5.0% | +1.0% | +1.1% |
| DOV | Industrials | Baird | Maintains | Outperform → Outperform | — | $28.6B | $186.63 | +0.2% | -0.1% | -0.8% | -0.5% | -1.0% | -0.6% |
| LH | Healthcare | Baird | Maintains | Outperform → Outperform | — | $21.3B | $267.69 | +0.1% | -1.0% | -1.2% | -0.1% | +0.8% | -1.5% |
| THC | Healthcare | Baird | Maintains | Neutral → Neutral | — | $17.4B | $148.38 | +0.4% | +3.1% | +2.3% | -0.3% | +3.1% | +0.2% |
| TSCO | Consumer Cyclical | Baird | Maintains | Outperform → Outperform | — | $16.6B | $59.34 | +0.4% | -0.0% | -2.1% | +0.8% | -1.3% | -1.5% |
| DECK | Consumer Cyclical | Baird | Maintains | Outperform → Outperform | — | $14.4B | $104.94 | +17.6% | +11.3% | -3.8% | -0.2% | -1.3% | -4.0% |
| GGG | Industrials | Baird | Maintains | Neutral → Neutral | — | $12.7B | $84.84 | +0.6% | -0.3% | -0.1% | +0.1% | -1.3% | +0.7% |
| ALLE | Industrials | Baird | Maintains | Neutral → Neutral | — | $11.2B | $163.67 | +0.2% | +1.1% | -1.0% | +0.3% | +0.4% | +0.7% |
| KNX | Industrials | Baird | Maintains | Outperform → Outperform | — | $11.1B | $45.55 | +1.4% | -1.6% | -0.9% | -2.4% | -2.3% | +0.3% |
| MOH | Healthcare | Baird | Maintains | Neutral → Neutral | — | $9.4B | $158.22 | -0.3% | +4.3% | -0.5% | -1.9% | -0.7% | -1.3% |
| AOS | Industrials | Baird | Maintains | Neutral → Neutral | — | $7.9B | $73.94 | +0.3% | -2.5% | -1.4% | +0.9% | -1.1% | -0.1% |
| MBLY | Consumer Cyclical | Baird | Maintains | Outperform → Outperform | — | $7.9B | $15.42 | +0.5% | -3.9% | +2.4% | -5.4% | -2.9% | +2.1% |
| POOL | Industrials | Baird | Maintains | Neutral → Neutral | — | $6.7B | $326.34 | -0.5% | -0.4% | -1.1% | -1.6% | -1.3% | -1.3% |
| OSCR | Healthcare | Baird | Downgrade | Outperform → Neutral | — | $6.4B | $14.20 | +0.6% | +1.8% | +1.5% | -5.7% | +1.2% | +0.4% |