The street vs Rule #1
Analysts' consensus price targets (low, mean and high) and ratings, refreshed every weekday, set beside the Rule #1 buy (MOS) price and Sticker for the quality names. A target is a 12-month price opinion, not a value. Rule #1 uses the street as a lead and its growth estimate as a ceiling, and looks hardest where the method says cheap but analysts are afraid (077, 093, 249). This is research, not advice.
As of 2026-10-09 · 333 names covered ·Mixed 133Both cautious 11Street agrees 63Crowded 82Thin coverage 31Contrarian 13
Contrarian: Rule #1 cheap, street cautious 13
At or near a Rule #1 buy price while analysts are cautious (average rating 2.8+ or the mean target at or below the price). Find out what they fear. A one-time, solvable worry is an event; a broken story is a trap. Start your research here.
| Ticker | Price | MOS | Sticker | Target low | Mean | High | To mean | Analysts | Rating | 30d rev. | Signal |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PTC PTC Inc. · tier C | $144.03 | $154.65 | $309.30 | $170.00 | $201.00 | $205.00 | 40% | 15 | 2.9 | – | Contrarian |
| HRB H&R Block, Inc. · tier C | $41.68 | $15.81 | $31.62 | $36.00 | $51.67 | $60.00 | 24% | 3 | 3.2 | – | Contrarian |
| MTG MGIC Investment Corporation · tier C | $26.95 | $9.16 | $18.32 | $29.00 | $31.40 | $35.00 | 17% | 5 | 2.8 | – | Contrarian |
| TTD The Trade Desk, Inc. · tier C | $11.95 | $12.60 | $25.20 | $9.00 | $13.57 | $20.00 | 14% | 30 | 3.1 | – | Contrarian |
| LULU lululemon athletica inc. · tier B | $94.46 | $182.25 | $364.50 | $44.00 | $104.91 | $255.00 | 11% | 27 | 3.2 | – | Contrarian |
| CF CF Industries Holdings, Inc. · tier B | $115.01 | $79.56 | $159.11 | $105.00 | $127.69 | $195.72 | 11% | 20 | 2.8 | – | Contrarian |
| KNSL Kinsale Capital Group, Inc. · tier A | $329.72 | $369.60 | $739.20 | $259.00 | $350.56 | $405.00 | 6% | 9 | 3.2 | – | Contrarian |
| RLI RLI Corp. · tier C | $55.94 | $36.99 | $73.98 | $47.00 | $59.00 | $74.00 | 5% | 4 | 3.4 | – | Contrarian |
| TRV The Travelers Companies, Inc. · tier C | $360.38 | $124.33 | $248.66 | $262.00 | $360.38 | $430.00 | -0% | 24 | 3.0 | – | Contrarian |
| PAYC Paycom Software, Inc. · tier A | $220.99 | $141.75 | $283.50 | $160.00 | $220.24 | $286.00 | -0% | 17 | 2.5 | – | Contrarian |
| CLMB Climb Global Solutions, Inc. · tier B | $32.80 | $8.09 | $16.19 | $30.00 | $32.33 | $34.00 | -1% | 3 | – | – | Contrarian |
| SMCI Super Micro Computer, Inc. · tier A | $43.69 | $32.40 | $64.81 | $15.00 | $42.27 | $60.00 | -3% | 15 | 2.9 | – | Contrarian |
| EXEL Exelixis, Inc. · tier C | $58.39 | $39.97 | $79.94 | $41.00 | $54.47 | $70.00 | -7% | 15 | 2.3 | – | Contrarian |
Rule #1 and the street agree 15
At or near a Rule #1 buy price, with bullish analysts (rating 2.2 or better, 10%+ to the mean target). Fewer surprises, but less fear, so the bargain may not last.
| Ticker | Price | MOS | Sticker | Target low | Mean | High | To mean | Analysts | Rating | 30d rev. | Signal |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BRBR BellRing Brands, Inc. · tier B | $7.43 | $21.30 | $42.60 | $10.00 | $14.71 | $20.00 | 98% | 12 | 2.1 | – | Street agrees |
| WING Wingstop Inc. · tier B | $106.89 | $63.45 | $126.90 | $120.00 | $196.08 | $265.00 | 83% | 26 | 1.5 | – | Street agrees |
| APP AppLovin Corporation · tier A | $268.22 | $195.15 | $390.30 | $325.00 | $490.08 | $790.00 | 83% | 31 | 1.6 | – | Street agrees |
| BOOT Boot Barn Holdings, Inc. · tier A | $121.88 | $76.35 | $152.70 | $160.00 | $217.00 | $282.00 | 78% | 14 | 1.3 | – | Street agrees |
| IA Innovative Aerosystems, Inc. · tier C | $18.99 | $12.35 | $24.71 | $30.00 | $33.25 | $37.00 | 75% | 4 | 1.0 | – | Street agrees |
| GRNT Granite Ridge Resources, Inc. · tier C | $4.47 | – | – | $6.00 | $7.80 | $11.00 | 74% | 5 | 1.8 | – | Street agrees |
| ARCO Arcos Dorados Holdings Inc. · tier B | $7.11 | $9.64 | $19.28 | $8.55 | $11.23 | $14.00 | 58% | 9 | 1.7 | – | Street agrees |
| BLBD Blue Bird Corporation · tier B | $56.53 | $35.52 | $71.04 | $82.00 | $89.13 | $95.00 | 58% | 8 | 1.3 | – | Street agrees |
| FUTU Futu Holdings Limited · tier A | $102.17 | $97.07 | $194.13 | $121.83 | $160.84 | $236.58 | 57% | 18 | 1.4 | – | Street agrees |
| TBBK The Bancorp, Inc. · tier B | $48.81 | $34.96 | $69.93 | $65.00 | $76.00 | $88.00 | 56% | 3 | 1.7 | – | Street agrees |
| LMB Limbach Holdings, Inc. · tier C | $49.10 | $27.97 | $55.94 | $50.00 | $75.00 | $95.00 | 53% | 5 | 1.8 | – | Street agrees |
| PDD PDD Holdings Inc. · tier C | $75.38 | $101.50 | $203.01 | $85.51 | $114.96 | $150.86 | 53% | 34 | 2.1 | – | Street agrees |
| GOLD Gold.com, Inc. · tier C | $42.29 | – | – | $52.00 | $64.40 | $90.00 | 52% | 5 | 1.2 | – | Street agrees |
| AGX Argan, Inc. · tier B | $383.83 | $105.57 | $211.14 | $273.00 | $570.50 | $785.00 | 49% | 6 | 2.0 | – | Street agrees |
| GEN Gen Digital Inc. · tier C | $21.99 | $0.75 | $1.49 | $25.00 | $32.56 | $46.00 | 48% | 9 | 2.2 | – | Street agrees |
Crowded: the street loves it, the price is above Sticker 10
The names everyone is talking about. Rule #1 says good news is already in the price: wait for an event.
| Ticker | Price | MOS | Sticker | Target low | Mean | High | To mean | Analysts | Rating | 30d rev. | Signal |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NBIX Neurocrine Biosciences, Inc. · tier C | $143.18 | $4.99 | $9.97 | $164.00 | $207.29 | $253.00 | 45% | 29 | 1.4 | – | Crowded |
| BWXT BWX Technologies, Inc. · tier B | $134.86 | $15.77 | $31.53 | $150.00 | $215.51 | $290.00 | 60% | 16 | 1.6 | – | Crowded |
| CHWY Chewy, Inc. · tier C | $18.17 | $2.23 | $4.47 | $21.00 | $28.64 | $36.00 | 58% | 22 | 1.9 | – | Crowded |
| MU Micron Technology, Inc. · tier C | $1,074.89 | $187.36 | $374.73 | $361.00 | $1,555.13 | $3,000.00 | 45% | 46 | 1.4 | – | Crowded |
| STRL Sterling Infrastructure, Inc. · tier A | $533.42 | $98.80 | $197.60 | $700.00 | $836.57 | $1,000.00 | 57% | 7 | 1.0 | – | Crowded |
| CMI Cummins Inc. · tier C | $528.32 | $100.17 | $200.35 | $530.00 | $743.08 | $890.00 | 41% | 19 | 1.8 | – | Crowded |
| ORCL Oracle Corporation · tier B | $142.30 | $27.22 | $54.43 | $110.00 | $237.97 | $400.00 | 67% | 41 | 1.6 | – | Crowded |
| CIGI Colliers International Group Inc. · tier C | $89.78 | $18.05 | $36.10 | $110.00 | $139.22 | $160.00 | 55% | 9 | 1.9 | – | Crowded |
| MOD Modine Manufacturing Company · tier C | $178.20 | $36.48 | $72.95 | $260.00 | $302.13 | $355.00 | 70% | 8 | 1.1 | – | Crowded |
| CBRE CBRE Group, Inc. · tier C | $129.58 | $29.70 | $59.40 | $144.00 | $182.17 | $200.00 | 41% | 12 | 1.5 | – | Crowded |
Most-covered quality names 15
Where most analysts are looking: the largest, most crowded names in the quality list.
| Ticker | Price | MOS | Sticker | Target low | Mean | High | To mean | Analysts | Rating | 30d rev. | Signal |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NVDA NVIDIA Corporation · tier A | $233.95 | $118.65 | $237.30 | $180.00 | $328.72 | $515.00 | 41% | 59 | 1.3 | – | Street agrees |
| AMZN Amazon.com, Inc. · tier B | $251.52 | – | – | $230.00 | $331.53 | $405.00 | 32% | 58 | 1.3 | – | Mixed |
| META Meta Platforms, Inc. · tier A | $728.08 | $365.87 | $731.73 | $580.00 | $799.34 | $1,050.00 | 10% | 58 | 1.4 | – | Mixed |
| GOOGL Alphabet Inc. · tier A | $343.50 | $273.59 | $547.17 | $340.00 | $429.47 | $515.00 | 25% | 54 | 1.4 | – | Street agrees |
| MSFT Microsoft Corporation · tier A | $517.53 | $269.25 | $538.50 | $440.00 | $587.63 | $870.00 | 14% | 53 | 1.3 | – | Street agrees |
| AMD Advanced Micro Devices, Inc. · tier C | $633.91 | $8.24 | $16.48 | $365.00 | $636.21 | $1,250.00 | 0% | 50 | 1.5 | – | Mixed |
| AVGO Broadcom Inc. · tier A | $355.14 | $117.60 | $235.20 | $215.88 | $531.31 | $715.00 | 50% | 47 | 1.3 | – | Crowded |
| MU Micron Technology, Inc. · tier C | $1,074.89 | $187.36 | $374.73 | $361.00 | $1,555.13 | $3,000.00 | 45% | 46 | 1.4 | – | Crowded |
| NFLX Netflix, Inc. · tier A | $67.06 | $47.70 | $95.40 | $57.00 | $92.55 | $135.00 | 38% | 45 | 1.8 | – | Street agrees |
| ORCL Oracle Corporation · tier B | $142.30 | $27.22 | $54.43 | $110.00 | $237.97 | $400.00 | 67% | 41 | 1.6 | – | Crowded |
| MA Mastercard Incorporated · tier A | $552.26 | $261.56 | $523.13 | $550.00 | $666.71 | $740.00 | 21% | 37 | 1.4 | – | Crowded |
| V Visa Inc. · tier A | $360.66 | – | – | $330.00 | $419.36 | $466.00 | 16% | 37 | 1.4 | – | Mixed |
| AMAT Applied Materials, Inc. · tier A | $540.04 | $117.45 | $234.91 | $358.00 | $638.94 | $900.00 | 18% | 36 | 1.4 | – | Crowded |
| FTNT Fortinet, Inc. · tier B | $180.95 | $42.45 | $84.90 | $104.00 | $164.32 | $220.00 | -9% | 36 | 2.8 | – | Both cautious |
| BKNG Booking Holdings Inc. · tier B | $159.02 | $138.28 | $276.56 | $180.00 | $235.26 | $301.00 | 48% | 35 | 1.5 | – | Street agrees |
RULERS dossier names 3
The consensus for every name with a dossier.
| Ticker | Price | MOS | Sticker | Target low | Mean | High | To mean | Analysts | Rating | 30d rev. | Signal |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ADBE Adobe Inc. · tier B | $237.69 | $268.65 | $537.30 | $195.00 | $275.06 | $373.00 | 16% | 32 | 2.8 | – | Mixed |
| KNSL Kinsale Capital Group, Inc. · tier A | $329.72 | $369.60 | $739.20 | $259.00 | $350.56 | $405.00 | 6% | 9 | 3.2 | – | Contrarian |
| LULU lululemon athletica inc. · tier B | $94.46 | $182.25 | $364.50 | $44.00 | $104.91 | $255.00 | 11% | 27 | 3.2 | – | Contrarian |
Rating: 1 = strong buy … 5 = sell. Source: Yahoo Finance consensus, the same sell-side analysts that TipRanks and MarketBeat summarise.