|
COST
|
Consumer Defensive |
Goldman Sachs |
Maintains
|
Buy
→
Buy
|
—
|
$486.8B
|
$719.78
|
+0.6%
|
+0.6%
|
-0.1%
|
-0.1%
|
-1.1%
|
+1.1%
|
|
COST
|
Consumer Defensive |
Wells Fargo |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$486.8B
|
$719.78
|
+0.6%
|
+0.6%
|
-0.1%
|
-0.1%
|
-1.1%
|
+1.1%
|
|
COST
|
Consumer Defensive |
Telsey Advisory Group |
Maintains
|
Outperform
→
Outperform
|
—
|
$486.8B
|
$719.78
|
+0.6%
|
+0.6%
|
-0.1%
|
-0.1%
|
-1.1%
|
+1.1%
|
|
UNH
|
Healthcare |
Stephens & Co. |
Maintains
|
Overweight
→
Overweight
|
—
|
$354.2B
|
$519.39
|
+0.2%
|
+0.1%
|
-0.4%
|
-0.1%
|
-0.2%
|
+0.0%
|
|
BABA
|
Consumer Cyclical |
Mizuho |
Maintains
|
Buy
→
Buy
|
—
|
$324.7B
|
$73.64
|
-2.4%
|
-3.9%
|
+1.8%
|
+1.6%
|
-2.1%
|
+2.5%
|
|
BABA
|
Consumer Cyclical |
Susquehanna |
Maintains
|
Positive
→
Positive
|
—
|
$324.7B
|
$73.64
|
-2.4%
|
-3.9%
|
+1.8%
|
+1.6%
|
-2.1%
|
+2.5%
|
|
BABA
|
Consumer Cyclical |
Goldman Sachs |
Maintains
|
Buy
→
Buy
|
—
|
$324.7B
|
$73.64
|
-2.4%
|
-3.9%
|
+1.8%
|
+1.6%
|
-2.1%
|
+2.5%
|
|
BABA
|
Consumer Cyclical |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$324.7B
|
$73.64
|
-2.4%
|
-3.9%
|
+1.8%
|
+1.6%
|
-2.1%
|
+2.5%
|
|
BABA
|
Consumer Cyclical |
Macquarie |
Downgrade
|
Outperform
→
Neutral
|
—
|
$324.7B
|
$73.64
|
-2.4%
|
-3.9%
|
+1.8%
|
+1.6%
|
-2.1%
|
+2.5%
|
|
ARM
|
Technology |
KeyBanc Capital Markets |
Maintains
|
Overweight
→
Overweight
|
—
|
$272.9B
|
$77.01
|
+22.6%
|
+47.9%
|
+1.2%
|
+29.3%
|
-19.5%
|
+5.4%
|
|
ARM
|
Technology |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$272.9B
|
$77.01
|
+22.6%
|
+47.9%
|
+1.2%
|
+29.3%
|
-19.5%
|
+5.4%
|
|
ARM
|
Technology |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$272.9B
|
$77.01
|
+22.6%
|
+47.9%
|
+1.2%
|
+29.3%
|
-19.5%
|
+5.4%
|
|
ARM
|
Technology |
Susquehanna |
Maintains
|
Neutral
→
Neutral
|
—
|
$272.9B
|
$77.01
|
+22.6%
|
+47.9%
|
+1.2%
|
+29.3%
|
-19.5%
|
+5.4%
|
|
ARM
|
Technology |
Mizuho |
Maintains
|
Buy
→
Buy
|
—
|
$272.9B
|
$77.01
|
+22.6%
|
+47.9%
|
+1.2%
|
+29.3%
|
-19.5%
|
+5.4%
|
|
TMUS
|
Communication Services |
Tigress Financial |
Maintains
|
Buy
→
Buy
|
—
|
$218.8B
|
$161.78
|
+0.0%
|
-0.5%
|
+0.8%
|
-0.3%
|
-0.2%
|
-0.0%
|
|
AXP
|
Financial Services |
Morgan Stanley |
Downgrade
|
Overweight
→
Equal Weight
|
—
|
$215.6B
|
$209.08
|
-0.4%
|
+1.0%
|
+0.6%
|
-0.1%
|
-1.2%
|
+0.6%
|
|
DIS
|
Communication Services |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$185.2B
|
$99.14
|
+8.0%
|
+11.5%
|
-1.9%
|
+0.8%
|
+1.1%
|
+1.0%
|
|
DIS
|
Communication Services |
Goldman Sachs |
Maintains
|
Buy
→
Buy
|
—
|
$185.2B
|
$99.14
|
+8.0%
|
+11.5%
|
-1.9%
|
+0.8%
|
+1.1%
|
+1.0%
|
|
DIS
|
Communication Services |
NeedhamA |
Upgrade
|
Hold
→
Buy
|
—
|
$185.2B
|
$99.14
|
+8.0%
|
+11.5%
|
-1.9%
|
+0.8%
|
+1.1%
|
+1.0%
|
|
DIS
|
Communication Services |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$185.2B
|
$99.14
|
+8.0%
|
+11.5%
|
-1.9%
|
+0.8%
|
+1.1%
|
+1.0%
|