|
NVDA
|
Technology |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$5.4T
|
$90.40
|
-0.9%
|
+1.1%
|
+3.6%
|
-0.3%
|
-2.0%
|
+2.5%
|
|
WMT
|
Consumer Defensive |
Evercore ISI |
Maintains
|
Outperform
→
Outperform
|
—
|
$1.1T
|
$60.41
|
+0.2%
|
-0.9%
|
-0.1%
|
+7.0%
|
+1.0%
|
-0.7%
|
|
LLY
|
Healthcare |
Argus |
Maintains
|
Buy
→
Buy
|
—
|
$917.2B
|
$757.70
|
-0.8%
|
+0.8%
|
+3.0%
|
-2.0%
|
-0.1%
|
+1.7%
|
|
COST
|
Consumer Defensive |
Evercore ISI |
Maintains
|
Outperform
→
Outperform
|
—
|
$486.8B
|
$775.15
|
-0.0%
|
+0.4%
|
+1.2%
|
+0.8%
|
+0.3%
|
-0.4%
|
|
HD
|
Consumer Cyclical |
Telsey Advisory Group |
Maintains
|
Market Perform
→
Market Perform
|
—
|
$301.5B
|
$340.96
|
-1.7%
|
-0.1%
|
+2.4%
|
-1.7%
|
+0.4%
|
-1.9%
|
|
HD
|
Consumer Cyclical |
Evercore ISI |
Maintains
|
Outperform
→
Outperform
|
—
|
$301.5B
|
$340.96
|
-1.7%
|
-0.1%
|
+2.4%
|
-1.7%
|
+0.4%
|
-1.9%
|
|
PANW
|
Technology |
JMP Securities |
Maintains
|
Market Outperform
→
Market Outperform
|
—
|
$170.3B
|
$151.13
|
-1.1%
|
-0.2%
|
+3.6%
|
+1.4%
|
+0.3%
|
+1.9%
|
|
PANW
|
Technology |
Evercore ISI |
Maintains
|
Outperform
→
Outperform
|
—
|
$170.3B
|
$151.13
|
-1.1%
|
-0.2%
|
+3.6%
|
+1.4%
|
+0.3%
|
+1.9%
|
|
CRWD
|
Technology |
JMP Securities |
Maintains
|
Market Outperform
→
Market Outperform
|
—
|
$159.2B
|
$319.18
|
+0.0%
|
+3.2%
|
+4.1%
|
-1.2%
|
+2.0%
|
+0.8%
|
|
LOW
|
Consumer Cyclical |
Evercore ISI |
Maintains
|
In Line
→
In Line
|
—
|
$122.3B
|
$232.98
|
-0.1%
|
-0.6%
|
+1.9%
|
-1.6%
|
-0.5%
|
-0.8%
|
|
FCX
|
Basic Materials |
UBS |
Maintains
|
Neutral
→
Neutral
|
—
|
$84.7B
|
$52.04
|
+0.6%
|
+2.8%
|
+0.2%
|
-2.9%
|
+4.2%
|
+1.2%
|
|
VLO
|
Energy |
Piper Sandler |
Maintains
|
Overweight
→
Overweight
|
—
|
$81.1B
|
$155.93
|
-0.5%
|
+0.0%
|
+1.1%
|
+0.5%
|
+4.8%
|
-1.4%
|
|
MPC
|
Energy |
Piper Sandler |
Maintains
|
Neutral
→
Neutral
|
—
|
$80.2B
|
$177.86
|
-1.4%
|
-1.9%
|
-1.1%
|
+1.2%
|
+2.8%
|
-2.0%
|
|
ORLY
|
Consumer Cyclical |
Evercore ISI |
Maintains
|
Outperform
→
Outperform
|
—
|
$78.7B
|
$67.52
|
-0.1%
|
-0.6%
|
+0.4%
|
-0.4%
|
+0.6%
|
-1.6%
|
|
EOG
|
Energy |
Piper Sandler |
Maintains
|
Overweight
→
Overweight
|
—
|
$77.8B
|
$129.40
|
+0.0%
|
+0.0%
|
-0.3%
|
-0.9%
|
+1.6%
|
-0.1%
|
|
PSX
|
Energy |
Piper Sandler |
Maintains
|
Overweight
→
Overweight
|
—
|
$74.4B
|
$145.08
|
-0.7%
|
-0.2%
|
+0.9%
|
-0.2%
|
+0.8%
|
-1.8%
|
|
SHW
|
Basic Materials |
Evercore ISI |
Maintains
|
Outperform
→
Outperform
|
—
|
$74.4B
|
$315.87
|
-0.1%
|
-0.6%
|
+0.7%
|
-0.7%
|
-0.5%
|
-1.0%
|
|
NET
|
Technology |
JMP Securities |
Maintains
|
Market Outperform
→
Market Outperform
|
—
|
$72.0B
|
$73.57
|
+0.1%
|
-0.3%
|
+1.2%
|
+1.2%
|
+0.1%
|
+0.5%
|
|
RCL
|
Consumer Cyclical |
UBS |
Maintains
|
Buy
→
Buy
|
—
|
$67.5B
|
$140.84
|
+0.8%
|
-0.0%
|
-0.1%
|
+1.6%
|
-0.7%
|
+4.1%
|
|
AEP
|
Utilities |
BMO Capital |
Maintains
|
Outperform
→
Outperform
|
—
|
$67.0B
|
$91.52
|
+0.5%
|
-0.8%
|
+1.3%
|
+0.6%
|
+0.1%
|
-0.1%
|