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IOT Samsara

2026-09-04 • BTIG

Δh% 6.74%

Target Raised Buy

Price Then 38.75

Price h 41.36

Target 54

PCAR PACCAR

2026-09-04 • Morgan Stanley

Δh% -14.34%

Target Raised Buy

Price Then 124.51

Price h 106.66

Target 125

AMBA Ambarella

2026-09-04 • Craig-Hallum

Δh% -5.14%

Rating Downgraded Sell

Price Then 63.38

Price h 60.12

Target 70

FROG JFrog (FROG)

2026-09-04 • Stifel Nicolaus

Δh% 25.37%

Update Buy

Price Then 90.61

Price h 113.6

Target 102

ZS Zscaler

2026-09-04 • Needham

Δh% 8.25%

Target Raised Sell

Price Then 177.8

Price h 192.47

Target 215

PL Planet Labs

2026-09-04 • Needham

Δh% -24.74%

Target Lowered Sell

Price Then 18.35

Price h 13.81

Target 40

COST Costco

2026-09-04 • Bernstein

Δh% 19.54%

Target Lowered Buy

Price Then 925.41

Price h 1106.21

Target 1144

INTC Intel

2026-09-04 • Mizuho Securities

Δh% -34.92%

Target Lowered Sell

Price Then 91.67

Price h 59.66

Target 92

RVTY Revvity

2026-09-04 • KeyBanc

Δh% 18.19%

Target Raised Buy

Price Then 130.63

Price h 154.39

Target 165

PATH UiPath

2026-09-04 • Barclays

Δh% -27.17%

Target Raised Hold

Price Then 18.22

Price h 13.27

Target 17

LULU Lululemon

2026-09-04 • Bernstein

Δh% -13.24%

Target Lowered Sell

Price Then 121.77

Price h 105.65

Target 115

ASAN Asana

2026-09-04 • Robert W. Baird

Δh% -3.77%

Target Raised Sell

Price Then 10.09

Price h 9.71

Target 10

ZS Zscaler

2026-09-04 • Scotiabank

Δh% 8.25%

Target Raised Sell

Price Then 177.8

Price h 192.47

Target 200

ORCL Oracle

2026-09-04 • Morgan Stanley

Δh% -18.63%

Target Raised Hold

Price Then 154.04

Price h 125.35

Target 210

LULU Lululemon

2026-09-04 • Robert W. Baird

Δh% -13.24%

Target Lowered Sell

Price Then 121.77

Price h 105.65

Target 115

LULU Lululemon

2026-09-04 • Stifel Nicolaus

Δh% -13.24%

Target Lowered Sell

Price Then 121.77

Price h 105.65

Target 100

MSFT Microsoft

2026-09-04 • Stifel Nicolaus

Δh% 2.7%

Target Raised Buy

Price Then 510.12

Price h 523.88

Target 530

IOT Samsara

2026-09-04 • Piper Sandler

Δh% 6.74%

Target Raised Buy

Price Then 38.75

Price h 41.36

Target 46

DOCU DocuSign

2026-09-04 • Piper Sandler

Δh% 22.42%

Target Raised Hold

Price Then 65.97

Price h 80.76

Target 75

ASAN Asana

2026-09-04 • Piper Sandler

Δh% -3.77%

Target Raised Sell

Price Then 10.09

Price h 9.71

Target 9

Date ↓	Analyst	Stock	Action	AI at Time	Price Then	Price h	Δh%	Target
2026-09-04	BTIG	IOT Samsara	Target Raised	Buy	38.75	41.36	6.74%	54
2026-09-04	Morgan Stanley	PCAR PACCAR	Target Raised	Buy	124.51	106.66	-14.34%	125
2026-09-04	Craig-Hallum	AMBA Ambarella	Rating Downgraded	Sell	63.38	60.12	-5.14%	70
2026-09-04	Stifel Nicolaus	FROG JFrog (FROG)	Update	Buy	90.61	113.6	25.37%	102
2026-09-04	Needham	ZS Zscaler	Target Raised	Sell	177.8	192.47	8.25%	215
2026-09-04	Needham	PL Planet Labs	Target Lowered	Sell	18.35	13.81	-24.74%	40
2026-09-04	Bernstein	COST Costco	Target Lowered	Buy	925.41	1106.21	19.54%	1144
2026-09-04	Mizuho Securities	INTC Intel	Target Lowered	Sell	91.67	59.66	-34.92%	92
2026-09-04	KeyBanc	RVTY Revvity	Target Raised	Buy	130.63	154.39	18.19%	165
2026-09-04	Barclays	PATH UiPath	Target Raised	Hold	18.22	13.27	-27.17%	17
2026-09-04	Bernstein	LULU Lululemon	Target Lowered	Sell	121.77	105.65	-13.24%	115
2026-09-04	Robert W. Baird	ASAN Asana	Target Raised	Sell	10.09	9.71	-3.77%	10
2026-09-04	Scotiabank	ZS Zscaler	Target Raised	Sell	177.8	192.47	8.25%	200
2026-09-04	Morgan Stanley	ORCL Oracle	Target Raised	Hold	154.04	125.35	-18.63%	210
2026-09-04	Robert W. Baird	LULU Lululemon	Target Lowered	Sell	121.77	105.65	-13.24%	115
2026-09-04	Stifel Nicolaus	LULU Lululemon	Target Lowered	Sell	121.77	105.65	-13.24%	100
2026-09-04	Stifel Nicolaus	MSFT Microsoft	Target Raised	Buy	510.12	523.88	2.7%	530
2026-09-04	Piper Sandler	IOT Samsara	Target Raised	Buy	38.75	41.36	6.74%	46
2026-09-04	Piper Sandler	DOCU DocuSign	Target Raised	Hold	65.97	80.76	22.42%	75
2026-09-04	Piper Sandler	ASAN Asana	Target Raised	Sell	10.09	9.71	-3.77%	9