Picks for 2026-06-25

1. ACNAccenture plc

   Accenture's stock is under pressure today after Mizuho trimmed its price target to $226 from $280, citing weaker-than-expected fiscal 2026 guidance and a slowdown in bookings growth. This analyst action follows Accenture's recent announcement of a $2 billion increase to its share repurchase program, bringing the total to $7.5 billion, and the launch of "Accenture Edge" to target mid-market companies with AI solutions. The stock is also seeing a "death cross" pattern, where a short-term moving average crosses below a longer-term one, often signaling further downside.

   5-day return +9.16% · +7.74% vs SPY · beat SPY

2. DOWDow Inc.

   DOW's stock is declining due to investor concerns about shrinking margins for U.S. chemical producers as shipping routes from the Middle East reopen, potentially easing supply shortages that previously boosted prices. This comes after Dow had raised its Q2 outlook earlier this month, citing those very supply disruptions from the Iran conflict. The stock is currently oversold with an RSI of 21.48 and trading well below its 20-day moving average.

   5-day return -5.46% · -6.89% vs SPY · lagged SPY

3. VRRMVerra Mobility Corporation

   Verra Mobility (VRRM) is facing a securities class action lawsuit filed on June 25, 2026, following the May 26, 2026, disclosure that Avis Budget Group terminated its contract, effective September 2026. This contract loss is expected to significantly reduce Verra Mobility's 2026 annualized revenue by $135 million to $145 million and segment profit by $120 million to $125 million, leading to a revised, lower 2026 outlook and a 70% stock price crash on May 27, 2026. The lawsuit alleges the company made misleading statements about the Avis relationship, and the CEO departed shortly after the news.

   5-day return +2.63% · +1.20% vs SPY · beat SPY

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