|
GOOGL
|
Communication Services |
Wells Fargo |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$4.7T
|
$122.50
|
-0.2%
|
-0.3%
|
+0.1%
|
+1.2%
|
+0.2%
|
-0.1%
|
|
AMZN
|
Consumer Cyclical |
UBS |
Maintains
|
Buy
→
Buy
|
—
|
$2.9T
|
$121.23
|
+1.5%
|
+2.5%
|
-0.7%
|
+2.5%
|
+0.1%
|
-0.2%
|
|
AMZN
|
Consumer Cyclical |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$2.9T
|
$121.23
|
+1.5%
|
+2.5%
|
-0.7%
|
+2.5%
|
+0.1%
|
-0.2%
|
|
META
|
Communication Services |
Wells Fargo |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$1.6T
|
$263.60
|
-1.1%
|
+0.4%
|
+0.1%
|
+2.3%
|
+0.1%
|
+0.7%
|
|
ORCL
|
Technology |
Deutsche Bank |
Maintains
|
Buy
→
Buy
|
—
|
$520.1B
|
$105.25
|
+0.4%
|
+2.1%
|
+2.2%
|
+6.0%
|
+0.2%
|
+4.8%
|
|
COST
|
Consumer Defensive |
Tigress Financial |
Maintains
|
Buy
→
Buy
|
—
|
$486.8B
|
$511.23
|
+0.2%
|
+1.7%
|
-0.5%
|
+0.7%
|
+0.2%
|
+1.0%
|
|
CSCO
|
Technology |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$461.3B
|
$49.78
|
+0.3%
|
-0.2%
|
-0.0%
|
+1.7%
|
+0.6%
|
+0.3%
|
|
HD
|
Consumer Cyclical |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$301.5B
|
$301.70
|
+0.2%
|
-0.2%
|
-1.2%
|
+1.2%
|
-0.3%
|
-0.1%
|
|
TMUS
|
Communication Services |
Wolfe ResearchB |
Upgrade
|
Peer Perform
→
Outperform
|
—
|
$218.8B
|
$126.55
|
+1.1%
|
+3.0%
|
+0.8%
|
-0.4%
|
-0.7%
|
-1.4%
|
|
NEE
|
Utilities |
Goldman Sachs |
Maintains
|
Buy
→
Buy
|
—
|
$188.1B
|
$74.17
|
+0.4%
|
+1.0%
|
-1.1%
|
-0.1%
|
+0.5%
|
-1.3%
|
|
NEE
|
Utilities |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$188.1B
|
$74.17
|
+0.4%
|
+1.0%
|
-1.1%
|
-0.1%
|
+0.5%
|
-1.3%
|
|
PANW
|
Technology |
BofA Securities |
Maintains
|
Buy
→
Buy
|
—
|
$170.3B
|
$108.13
|
+0.2%
|
+3.0%
|
-1.2%
|
+4.1%
|
+2.0%
|
+2.1%
|
|
BUD
|
Consumer Defensive |
Evercore ISI |
Maintains
|
Outperform
→
Outperform
|
—
|
$163.7B
|
$55.17
|
-1.0%
|
-0.2%
|
+0.1%
|
-0.0%
|
+0.9%
|
+1.9%
|
|
STX
|
Technology |
BofA Securities |
Maintains
|
Buy
→
Buy
|
—
|
$159.1B
|
$59.30
|
-0.5%
|
+1.0%
|
+1.7%
|
+4.1%
|
+2.0%
|
+0.9%
|
|
UBER
|
Technology |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$157.0B
|
$38.99
|
+0.5%
|
+3.3%
|
+1.8%
|
+1.8%
|
-0.8%
|
-0.3%
|
|
BKNG
|
Consumer Cyclical |
Wells Fargo |
Maintains
|
Underweight
→
Underweight
|
—
|
$128.1B
|
$105.77
|
-1.0%
|
+0.1%
|
-1.6%
|
-0.0%
|
+0.3%
|
-0.2%
|
|
SBUX
|
Consumer Cyclical |
TD Cowen |
Maintains
|
Outperform
→
Outperform
|
—
|
$121.3B
|
$97.92
|
-0.3%
|
+1.3%
|
-1.2%
|
+0.5%
|
+0.8%
|
+1.4%
|
|
VRTX
|
Healthcare |
RBC Capital |
Maintains
|
Sector Perform
→
Sector Perform
|
—
|
$112.1B
|
$324.65
|
-0.2%
|
+2.4%
|
+0.5%
|
+1.9%
|
+0.4%
|
-0.3%
|
|
ADBE
|
Technology |
Piper Sandler |
Maintains
|
Overweight
→
Overweight
|
—
|
$108.2B
|
$418.32
|
+1.4%
|
+5.0%
|
+3.4%
|
+4.5%
|
+0.9%
|
+0.1%
|
|
ADBE
|
Technology |
Deutsche Bank |
Maintains
|
Buy
→
Buy
|
—
|
$108.2B
|
$418.32
|
+1.4%
|
+5.0%
|
+3.4%
|
+4.5%
|
+0.9%
|
+0.1%
|