|
NVDA
|
Technology |
Deutsche Bank |
Maintains
|
Hold
→
Hold
|
—
|
$5.4T
|
$14.93
|
-1.1%
|
-3.8%
|
-1.5%
|
+2.5%
|
-8.2%
|
+3.0%
|
|
NVDA
|
Technology |
Susquehanna |
Maintains
|
Positive
→
Positive
|
—
|
$5.4T
|
$14.93
|
-1.1%
|
-3.8%
|
-1.5%
|
+2.5%
|
-8.2%
|
+3.0%
|
|
AMAT
|
Technology |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$344.9B
|
$119.46
|
-1.2%
|
-3.5%
|
+0.8%
|
+5.7%
|
-7.2%
|
+3.7%
|
|
ANET
|
Technology |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$179.2B
|
$19.43
|
-1.1%
|
-6.0%
|
-1.8%
|
-0.2%
|
-2.1%
|
-0.2%
|
|
PANW
|
Technology |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$170.3B
|
$66.15
|
-1.1%
|
-3.2%
|
-1.7%
|
-2.2%
|
-2.6%
|
-0.5%
|
|
CRWD
|
Technology |
JMP Securities |
Maintains
|
Market Outperform
→
Market Outperform
|
—
|
$159.2B
|
$239.20
|
-1.5%
|
-5.6%
|
-3.3%
|
-0.8%
|
-3.7%
|
+3.5%
|
|
DE
|
Industrials |
Credit Suisse |
Maintains
|
Outperform
→
Outperform
|
—
|
$151.6B
|
$330.00
|
-0.2%
|
+2.3%
|
-0.0%
|
+2.4%
|
+0.7%
|
+0.3%
|
|
DE
|
Industrials |
Deutsche Bank |
Maintains
|
Hold
→
Hold
|
—
|
$151.6B
|
$330.00
|
-0.2%
|
+2.3%
|
-0.0%
|
+2.4%
|
+0.7%
|
+0.3%
|
|
DE
|
Industrials |
Oppenheimer |
Maintains
|
Outperform
→
Outperform
|
—
|
$151.6B
|
$330.00
|
-0.2%
|
+2.3%
|
-0.0%
|
+2.4%
|
+0.7%
|
+0.3%
|
|
DE
|
Industrials |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$151.6B
|
$330.00
|
-0.2%
|
+2.3%
|
-0.0%
|
+2.4%
|
+0.7%
|
+0.3%
|
|
DE
|
Industrials |
BofA Securities |
Maintains
|
Buy
→
Buy
|
—
|
$151.6B
|
$330.00
|
-0.2%
|
+2.3%
|
-0.0%
|
+2.4%
|
+0.7%
|
+0.3%
|
|
DE
|
Industrials |
Baird |
Maintains
|
Outperform
→
Outperform
|
—
|
$151.6B
|
$330.00
|
-0.2%
|
+2.3%
|
-0.0%
|
+2.4%
|
+0.7%
|
+0.3%
|
|
BKNG
|
Consumer Cyclical |
Credit Suisse |
Maintains
|
Outperform
→
Outperform
|
—
|
$128.1B
|
$91.72
|
-1.2%
|
+2.5%
|
+0.4%
|
+3.6%
|
-7.0%
|
+2.4%
|
|
SO
|
Utilities |
Credit SuisseB |
Upgrade
|
Neutral
→
Outperform
|
—
|
$104.4B
|
$59.31
|
+0.0%
|
-0.0%
|
-0.6%
|
-0.9%
|
-1.1%
|
-1.8%
|
|
MAR
|
Consumer Cyclical |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$96.6B
|
$136.28
|
+2.1%
|
+4.6%
|
+4.9%
|
+5.3%
|
-4.7%
|
-1.3%
|
|
MAR
|
Consumer Cyclical |
Evercore ISIC |
Upgrade
|
In Line
→
Outperform
|
—
|
$96.6B
|
$136.28
|
+2.1%
|
+4.6%
|
+4.9%
|
+5.3%
|
-4.7%
|
-1.3%
|
|
MAR
|
Consumer Cyclical |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$96.6B
|
$136.28
|
+2.1%
|
+4.6%
|
+4.9%
|
+5.3%
|
-4.7%
|
-1.3%
|
|
CDNS
|
Technology |
Credit Suisse |
Maintains
|
Neutral
→
Neutral
|
—
|
$95.9B
|
$139.66
|
-0.5%
|
-4.7%
|
-0.4%
|
+5.1%
|
-1.0%
|
+2.2%
|
|
ABNB
|
Consumer Cyclical |
Loop CapitalB |
Upgrade
|
Hold
→
Buy
|
—
|
$84.4B
|
$201.07
|
-0.2%
|
-2.8%
|
-4.0%
|
+6.7%
|
-9.1%
|
+13.3%
|
|
VLO
|
Energy |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$81.1B
|
$71.53
|
+0.2%
|
+3.8%
|
+2.1%
|
+3.1%
|
-0.0%
|
-1.5%
|