SNDK Sandisk Corporation (2026-06-30) AI EQUITY RESEARCH August 18, 2026 Sandisk Corporation SNDK Industrials Rating N/A Price 0.0 Target $24.74 Pitroski Score N/A Market Cap 0.0 P/E (Fwd) 0.0 P/B Ratio 0.0 ROE N/A Div. Yield N/A 52W Range N/A Investment Thesis
LITE Lumentum Holdings Inc. (2026-06-30) AI EQUITY RESEARCH August 18, 2026 Lumentum Holdings Inc. LITE Technology Rating Sell Price $873.31 Target $33.81 Pitroski Score 6 Market Cap 0.0 P/E (Fwd) -0.0x P/B Ratio 0.00x ROE -240.0% Div. Yield N/A 52W Range $115.89 - $1053.09
WDC Western Digital Corporation (2026-06-30) AI EQUITY RESEARCH August 17, 2026 Western Digital Corporation WDC Technology Rating Sell Price $536.01 Target $230.75 Pitroski Score 8 Market Cap $205.29B P/E (Fwd) 22.1x P/B Ratio 23.16x ROE 129.1% Div. Yield 0.05% 52W Range $74.46 - $746.23
LRCX Lam Research Corporation (2026-06-30) AI EQUITY RESEARCH August 13, 2026 Lam Research Corporation LRCX Technology Rating Sell Price $337.01 Target $116.39 Pitroski Score 6 Market Cap $425.00B P/E (Fwd) 58.5x P/B Ratio 34.08x ROE 65.1% Div. Yield 0.15% 52W Range $96.50 - $433.33
ADP Automatic Data Processing, Inc. (2026-06-30) AI EQUITY RESEARCH August 11, 2026 Automatic Data Processing, Inc. ADP Technology Rating Sell Price $271.09 Target $195.23 Pitroski Score 7 Market Cap $103.48B P/E (Fwd) 25.4x P/B Ratio 16.72x ROE 76.0% Div. Yield 2.50% 52W Range $187.37 - $300.
KLAC KLA Corporation (2026-06-30) AI EQUITY RESEARCH August 12, 2026 KLA Corporation KLAC Technology Rating Sell Price $208.25 Target $74.72 Pitroski Score 6 Market Cap $274.81B P/E (Fwd) 56.9x P/B Ratio 43.28x ROE 87.5% Div. Yield 0.20% 52W Range $84.03 - $301.71 Investment
STX Seagate Technology Holdings PLC (2026-06-30) AI EQUITY RESEARCH August 10, 2026 Seagate Technology Holdings PLC STX Technology Rating Sell Price $800.99 Target $317.28 Pitroski Score 8 Market Cap $183.43B P/E (Fwd) 57.6x P/B Ratio 84.65x ROE 371.5% Div. Yield 0.18% 52W Range $153.17 - $1093.
MSFT Microsoft Corporation (2026-06-30) AI EQUITY RESEARCH August 03, 2026 Microsoft Corporation MSFT Technology Rating Sell Price $487.65 Target $347.57 Pitroski Score 5 Market Cap $3,634.46B P/E (Fwd) 27.2x P/B Ratio 8.22x ROE 34.0% Div. Yield 0.37% 52W Range $352.83 - $538.66
CTAS Cintas Corporation (2026-05-31) AI EQUITY RESEARCH August 03, 2026 Cintas Corporation CTAS Industrials Rating Sell Price $204.01 Target $97.95 Pitroski Score 7 Market Cap $82.87B P/E (Fwd) 41.4x P/B Ratio 16.12x ROE 40.7% Div. Yield 0.44% 52W Range $163.11 - $224.14 Investment
CRWV CoreWeave, Inc. (2025-12-31) AI EQUITY RESEARCH July 02, 2026 CoreWeave, Inc. CRWV Industrials Rating N/A Price 0.0 Target $39.09 Pitroski Score N/A Market Cap 0.0 P/E (Fwd) 0.0 P/B Ratio 0.0 ROE N/A Div. Yield N/A 52W Range N/A Investment Thesis
SNDK Sandisk Corporation (2025-06-30) AI EQUITY RESEARCH July 02, 2026 Sandisk Corporation SNDK Industrials Rating N/A Price 0.0 Target $24.74 Pitroski Score N/A Market Cap 0.0 P/E (Fwd) 0.0 P/B Ratio 0.0 ROE N/A Div. Yield N/A 52W Range N/A Investment Thesis
ALAB Astera Labs, Inc. (2025-12-31) AI EQUITY RESEARCH July 02, 2026 Astera Labs, Inc. ALAB Technology Rating Sell Price $430.86 Target $38.90 Pitroski Score 5 Market Cap $29.87B P/E (Fwd) 136.3x P/B Ratio 21.90x ROE 18.8% Div. Yield N/A 52W Range $89.62 - $483.02
FER Ferrovial N.V. (2025-12-31) AI EQUITY RESEARCH July 02, 2026 Ferrovial N.V. FER Technology Rating Buy Price $67.26 Target $109.94 Pitroski Score 7 Market Cap $45.99B P/E (Fwd) 51.8x P/B Ratio 7.78x ROE 11.2% Div. Yield 1.57% 52W Range $50.10 - $73.66
TRI Thomson Reuters Corp (2025-12-31) AI EQUITY RESEARCH July 02, 2026 Thomson Reuters Corp TRI Technology Rating Outperform Price $84.91 Target $93.39 Pitroski Score 7 Market Cap $56.62B P/E (Fwd) 37.7x P/B Ratio 4.80x ROE 12.6% Div. Yield 1.86% 52W Range $76.55 - $206.18
ARM Arm Holdings plc (2026-03-31) AI EQUITY RESEARCH July 02, 2026 Arm Holdings plc ARM Technology Rating Sell Price $337.47 Target $46.15 Pitroski Score 7 Market Cap $360.42B P/E (Fwd) 398.7x P/B Ratio 43.50x ROE 11.9% Div. Yield N/A 52W Range $104.55 - $439.46
LIN Linde plc (2025-12-31) AI EQUITY RESEARCH July 02, 2026 Linde plc LIN Technology Rating Sell Price $533.55 Target $392.48 Pitroski Score 4 Market Cap $200.34B P/E (Fwd) 29.0x P/B Ratio 5.24x ROE 17.4% Div. Yield 1.42% 52W Range $386.85 - $523.57 Investment
GEHC GE HealthCare Technologies Inc. (2025-12-31) AI EQUITY RESEARCH July 02, 2026 GE HealthCare Technologies Inc. GEHC Technology Rating Buy Price $64.86 Target $136.24 Pitroski Score 4 Market Cap $37.53B P/E (Fwd) 18.0x P/B Ratio 3.62x ROE 21.6% Div. Yield 0.17% 52W Range $59.48 - $88.
WBD Warner Bros. Discovery, Inc. - (2025-12-31) AI EQUITY RESEARCH July 02, 2026 Warner Bros. Discovery, Inc. - WBD Technology Rating Buy Price $26.81 Target $43.88 Pitroski Score 8 Market Cap $72.91B P/E (Fwd) 100.3x P/B Ratio 2.03x ROE 2.0% Div. Yield N/A 52W Range $10.78 -
CEG Constellation Energy Corporatio (2025-12-31) AI EQUITY RESEARCH July 02, 2026 Constellation Energy Corporatio CEG Technology Rating Sell Price $236.50 Target 0.0 Pitroski Score 6 Market Cap $110.61B P/E (Fwd) 47.7x P/B Ratio 7.62x ROE 16.3% Div. Yield 0.44% 52W Range $242.30 - $402.32
APP Applovin Corporation (2025-12-31) AI EQUITY RESEARCH July 02, 2026 Applovin Corporation APP Technology Rating Sell Price $564.61 Target $171.36 Pitroski Score 8 Market Cap $230.43B P/E (Fwd) 69.1x P/B Ratio 107.94x ROE 206.8% Div. Yield N/A 52W Range $335.10 - $733.60 Investment
DASH DoorDash, Inc. (2025-12-31) AI EQUITY RESEARCH July 22, 2026 DoorDash, Inc. DASH Communication Services Rating Sell Price $188.04 Target $103.60 Pitroski Score 6 Market Cap $99.58B P/E (Fwd) 106.5x P/B Ratio 9.93x ROE 10.5% Div. Yield N/A 52W Range $146.60 - $281.74
ABNB Airbnb, Inc. (2025-12-31) AI EQUITY RESEARCH July 02, 2026 Airbnb, Inc. ABNB Technology Rating Underperform Price $147.31 Target $138.84 Pitroski Score 7 Market Cap $84.55B P/E (Fwd) 33.7x P/B Ratio 10.31x ROE 30.2% Div. Yield N/A 52W Range $111.54 - $147.17 Investment
PLTR Palantir Technologies Inc. (2025-12-31) AI EQUITY RESEARCH July 02, 2026 Palantir Technologies Inc. PLTR Technology Rating Sell Price $125.73 Target $11.52 Pitroski Score 9 Market Cap $455.96B P/E (Fwd) 280.6x P/B Ratio 61.72x ROE 25.8% Div. Yield N/A 52W Range $107.27 - $207.18
RKLB Rocket Lab Corporation (2025-12-31) AI EQUITY RESEARCH July 02, 2026 Rocket Lab Corporation RKLB Technology Rating Sell Price $100.07 Target $1.62 Pitroski Score 4 Market Cap $37.02B P/E (Fwd) -186.8x P/B Ratio 21.50x ROE -18.8% Div. Yield N/A 52W Range $35.66 - $150.23
DDOG Datadog, Inc. (2025-12-31) AI EQUITY RESEARCH July 02, 2026 Datadog, Inc. DDOG Technology Rating Sell Price $264.48 Target $59.94 Pitroski Score 6 Market Cap $49.43B P/E (Fwd) 458.8x P/B Ratio 13.24x ROE 3.3% Div. Yield N/A 52W Range $102.61 - $277.49 Investment