|
TSM
|
Technology |
Needham |
Maintains
|
Buy
→
Buy
|
—
|
$2.0T
|
$122.63
|
+0.5%
|
+1.0%
|
+0.4%
|
-5.5%
|
-1.5%
|
-0.3%
|
|
BA
|
Industrials |
Wolfe ResearchB |
Upgrade
|
Underperform
→
Peer Perform
|
—
|
$169.4B
|
$238.29
|
-2.5%
|
-4.2%
|
-1.6%
|
-0.8%
|
-2.3%
|
-4.9%
|
|
DE
|
Industrials |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$151.6B
|
$354.28
|
+0.5%
|
-1.0%
|
-1.5%
|
+0.2%
|
-1.0%
|
-2.2%
|
|
WELL
|
Real Estate |
RBC Capital |
Maintains
|
Outperform
→
Outperform
|
—
|
$148.1B
|
$87.53
|
+0.0%
|
-0.6%
|
+1.4%
|
+0.5%
|
+1.2%
|
-5.9%
|
|
DHR
|
Healthcare |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$118.8B
|
$246.43
|
+0.2%
|
-0.5%
|
-0.2%
|
+1.7%
|
+1.4%
|
-0.4%
|
|
CMI
|
Industrials |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$91.5B
|
$243.28
|
+0.0%
|
-0.7%
|
-1.0%
|
+0.5%
|
-0.6%
|
-2.3%
|
|
WM
|
Industrials |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$89.9B
|
$143.11
|
+0.3%
|
-0.4%
|
+1.0%
|
+1.0%
|
+0.3%
|
-1.5%
|
|
AMT
|
Real Estate |
LightShed Partners |
Downgrade
|
Buy
→
Neutral
|
—
|
$86.3B
|
$279.99
|
-0.7%
|
-0.5%
|
+1.0%
|
-0.0%
|
+0.4%
|
-0.6%
|
|
ABNB
|
Consumer Cyclical |
Gordon HaskettB |
Upgrade
|
Underperform
→
Buy
|
—
|
$84.4B
|
$146.69
|
+0.7%
|
-2.2%
|
-3.0%
|
-1.1%
|
-2.3%
|
-1.8%
|
|
NET
|
Technology |
Argus |
Maintains
|
Buy
→
Buy
|
—
|
$72.0B
|
$107.28
|
+0.4%
|
-0.7%
|
-2.0%
|
-1.6%
|
-0.0%
|
+2.8%
|
|
RSG
|
Industrials |
Morgan StanleyB |
Upgrade
|
Equal Weight
→
Overweight
|
—
|
$67.0B
|
$112.65
|
+1.8%
|
-0.0%
|
+1.1%
|
+0.6%
|
+0.6%
|
-1.3%
|
|
D
|
Utilities |
Mizuho |
Maintains
|
Neutral
→
Neutral
|
—
|
$58.3B
|
$75.55
|
-0.4%
|
-1.4%
|
+1.0%
|
+1.2%
|
+1.3%
|
-1.7%
|
|
PCAR
|
Industrials |
JP MorganA |
Upgrade
|
Neutral
→
Overweight
|
—
|
$57.6B
|
$58.87
|
+1.6%
|
-0.8%
|
+0.2%
|
+0.7%
|
-0.8%
|
-1.0%
|
|
EA
|
Communication Services |
BMO CapitalC |
Upgrade
|
Market Perform
→
Outperform
|
—
|
$53.2B
|
$141.39
|
+1.4%
|
+1.3%
|
-0.1%
|
-0.3%
|
+0.3%
|
-1.3%
|
|
EA
|
Communication Services |
Berenberg |
Maintains
|
Buy
→
Buy
|
—
|
$53.2B
|
$141.39
|
+1.4%
|
+1.3%
|
-0.1%
|
-0.3%
|
+0.3%
|
-1.3%
|
|
ADSK
|
Technology |
Mizuho |
Maintains
|
Buy
→
Buy
|
—
|
$52.4B
|
$291.93
|
+0.2%
|
+1.5%
|
+0.2%
|
-0.8%
|
-0.5%
|
-2.1%
|
|
WAB
|
Industrials |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$43.7B
|
$82.96
|
-0.2%
|
-0.2%
|
-0.4%
|
-0.1%
|
-0.9%
|
-4.3%
|
|
ODFL
|
Industrials |
Raymond JamesA |
Upgrade
|
Market Perform
→
Outperform
|
—
|
$42.9B
|
$128.81
|
+0.6%
|
-0.0%
|
+0.5%
|
+0.0%
|
-1.9%
|
-1.5%
|
|
CCI
|
Real Estate |
LightShed Partners |
Downgrade
|
Buy
→
Neutral
|
—
|
$40.5B
|
$203.08
|
-0.7%
|
-1.3%
|
+0.8%
|
+0.1%
|
+0.5%
|
-0.5%
|
|
WCN
|
Industrials |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$40.4B
|
$121.74
|
+0.3%
|
-0.2%
|
+0.5%
|
+0.0%
|
+0.8%
|
-1.5%
|