| Symbol | Sector | Firm | Action | Grade | Target | Mkt Cap ▼ | Base | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SPCX | Industrials | Argus | Initiates | Hold | — | $2.0T | $153.00 | -1.6% | +0.2% | +7.2% | +4.1% | -7.8% | +2.8% |
| QCOM | Technology | DZ BankD | Upgrade | Hold → Buy | $265 | $216.0B | $204.90 | -1.6% | -7.6% | -0.4% | -2.1% | -1.6% | -3.1% |
| TMO | Healthcare | Bernstein | Reiterates | Mkt Perform | $520 | $188.3B | $505.75 | +0.8% | +1.4% | -1.3% | -1.0% | +2.4% | +2.0% |
| HOOD | Financial Services | BTIG Research | Initiates | Buy | $125 | $87.2B | $93.47 | -0.3% | +5.6% | +3.2% | -1.5% | +8.3% | +3.8% |
| AMT | Real Estate | Goldman | Reiterates | Buy | $215 | $78.6B | $168.72 | +2.2% | +4.1% | -3.9% | -3.0% | +1.5% | -0.0% |
| AMT | Real Estate | RBC Capital Mkts | Upgrade | Sector Perform → Outperform | $205 | $78.6B | $168.72 | +2.2% | +4.1% | -3.9% | -3.0% | +1.5% | -0.0% |
| NU | Financial Services | Needham | Initiates | Buy | $17 | $63.4B | $12.46 | -0.1% | +5.7% | -0.3% | +1.8% | +0.2% | +1.6% |
| NKE | Consumer Cyclical | KeyBanc Capital Markets | Downgrade | Overweight → Sector Weight | — | $60.5B | $40.90 | -2.0% | -0.4% | +1.8% | -1.0% | +4.9% | +2.4% |
| ON | Technology | TD Cowen | Downgrade | Buy → Hold | $110 | $46.5B | $118.74 | -17.2% | -23.7% | -2.3% | +6.7% | +0.1% | -3.6% |
| DEO | Consumer Defensive | TD CowenA | Upgrade | Hold → Buy | $93 | $45.9B | $82.61 | +0.2% | +1.1% | -0.4% | -3.4% | -2.1% | +4.4% |
| INFY | Technology | Wells Fargo | Initiates | Equal Weight | $11 | $43.4B | $10.57 | +0.5% | +2.0% | -0.7% | -2.0% | +1.5% | +4.8% |
| A | Healthcare | Bernstein | Reiterates | Outperform | $155 | $38.3B | $135.51 | -0.3% | +0.4% | -2.3% | +0.0% | +0.4% | -2.0% |
| NTRA | Healthcare | Bernstein | Reiterates | Outperform | $310 | $37.6B | $260.74 | +0.6% | +0.4% | +4.0% | -0.3% | +1.8% | +1.1% |
| CCI | Real Estate | Goldman | Reiterates | Neutral | $95 | $35.7B | $79.53 | +1.1% | +3.9% | -4.8% | -3.7% | +1.1% | +0.1% |
| ILMN | Healthcare | Bernstein | Reiterates | Mkt Perform | $185 | $26.3B | $177.65 | -0.9% | -0.6% | +2.6% | -2.9% | +4.6% | +2.6% |
| TCOM | Consumer Cyclical | Macquarie | Downgrade | Outperform → Neutral | $44 | $25.5B | $40.49 | -2.9% | +1.0% | -2.3% | -0.3% | +3.1% | -0.2% |
| WAT | Healthcare | Bernstein | Reiterates | Outperform | $435 | $24.3B | $376.89 | +0.3% | -0.7% | -1.5% | +1.7% | +0.8% | +0.3% |
| GH | Healthcare | Bernstein | Reiterates | Outperform | $175 | $19.9B | $142.94 | +1.9% | +4.4% | +3.0% | -2.4% | +13.8% | -1.6% |
| SBAC | Real Estate | Goldman | Reiterates | Neutral | $205 | $19.6B | $180.95 | +1.4% | +1.6% | -2.3% | -1.7% | +2.4% | +2.1% |
| ESS | Real Estate | Bernstein | Reiterates | Outperform | $320 | $18.8B | $285.57 | +1.0% | +3.4% | +0.2% | -1.5% | +1.2% | +1.1% |