| Symbol | Sector | Firm | Action | Grade | Target | Mkt Cap ▼ | Base | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AVGO | Technology | Oppenheimer | Maintains | Outperform → Outperform | — | $2.0T | $72.88 | +2.6% | +11.5% | -1.2% | +0.6% | -2.2% | +2.8% |
| COST | Consumer Defensive | Oppenheimer | Maintains | Outperform → Outperform | — | $486.8B | $486.55 | -0.2% | +4.3% | +0.2% | +0.7% | +0.2% | -0.0% |
| MRVL | Technology | Oppenheimer | Maintains | Outperform → Outperform | — | $153.3B | $49.47 | +18.6% | +32.4% | -3.2% | -7.7% | +4.5% | -1.5% |
| ADSK | Technology | Oppenheimer | Maintains | Outperform → Outperform | — | $52.4B | $197.56 | +1.6% | +0.7% | -1.9% | +2.2% | +2.0% | +0.5% |
| WDAY | Technology | Oppenheimer | Maintains | Outperform → Outperform | — | $34.1B | $196.41 | +9.4% | +10.0% | -3.2% | +1.4% | +1.6% | -0.8% |
| CNC | Healthcare | Oppenheimer | Maintains | Outperform → Outperform | — | $29.0B | $63.43 | -0.2% | -1.1% | -1.2% | +0.7% | +4.1% | +2.3% |
| ULTA | Consumer Cyclical | Oppenheimer | Maintains | Outperform → Outperform | — | $21.7B | $485.12 | -10.1% | -13.4% | -3.2% | +0.8% | -1.5% | +4.6% |
| WCC | Industrials | Oppenheimer | Maintains | Outperform → Outperform | — | $16.7B | $133.61 | +2.0% | +9.3% | -1.4% | -4.6% | -0.8% | +7.2% |
| ENS | Industrials | Oppenheimer | Maintains | Outperform → Outperform | — | $8.8B | $96.22 | +1.0% | +2.3% | +1.6% | -2.7% | +2.1% | +3.9% |
| OLED | Technology | Oppenheimer | Maintains | Outperform → Outperform | — | $4.2B | $147.49 | +0.8% | +4.4% | -0.4% | -3.9% | +0.2% | +0.4% |
| HLNE | Financial Services | OppenheimerA | Upgrade | Perform → Outperform | — | $4.0B | $65.87 | +2.3% | +0.4% | +1.4% | +1.2% | +2.9% | +2.7% |
| HRMY | Healthcare | Oppenheimer | Maintains | Outperform → Outperform | — | $1.8B | $35.99 | -0.3% | -1.2% | -1.3% | -1.4% | -0.5% | +2.3% |
| SRPT | Healthcare | Oppenheimer | Maintains | Outperform → Outperform | — | $1.7B | $128.86 | -0.0% | -1.6% | -1.6% | -1.0% | +0.6% | +0.7% |
| ADUS | Healthcare | Oppenheimer | Maintains | Outperform → Outperform | — | $1.7B | $88.84 | -0.2% | -0.0% | -0.5% | +2.0% | +0.5% | +2.8% |
| MVST | Industrials | Oppenheimer | Maintains | Outperform → Outperform | — | $390M | $1.42 | -1.4% | -3.5% | -7.3% | -2.4% | +2.4% | +10.2% |
| ZNTL | Healthcare | Oppenheimer | Maintains | Outperform → Outperform | — | $254M | $27.16 | +0.1% | +10.6% | -11.9% | -1.6% | -1.2% | +2.1% |
| PDSB | Healthcare | Oppenheimer | Maintains | Outperform → Outperform | — | $57M | $6.72 | +21.4% | +27.4% | -1.1% | +13.1% | +3.3% | -4.8% |
| LOCL | Consumer Defensive | Oppenheimer | Maintains | Outperform → Outperform | — | $44M | $5.19 | +22.7% | +14.0% | -2.0% | -1.3% | -8.3% | +1.6% |