|
GOOGL
|
Communication Services |
DA Davidson |
Maintains
|
Neutral
→
Neutral
|
—
|
$4.9T
|
$318.58
|
+2.4%
|
+1.5%
|
-1.1%
|
+0.1%
|
-1.7%
|
+0.3%
|
|
AMZN
|
Consumer Cyclical |
Rosenblatt |
Maintains
|
Buy
→
Buy
|
—
|
$2.9T
|
$226.28
|
+0.0%
|
+1.5%
|
-0.2%
|
+1.8%
|
+0.3%
|
+0.2%
|
|
TSLA
|
Consumer Cyclical |
Mizuho |
Maintains
|
Outperform
→
Outperform
|
—
|
$1.6T
|
$417.78
|
-0.8%
|
+0.4%
|
+1.7%
|
+0.8%
|
-0.0%
|
-0.2%
|
|
ORCL
|
Technology |
DA Davidson |
Maintains
|
Neutral
→
Neutral
|
—
|
$560.6B
|
$200.28
|
-3.1%
|
-1.6%
|
+4.0%
|
-1.5%
|
-0.5%
|
+0.1%
|
|
LRCX
|
Technology |
UBS |
Maintains
|
Buy
→
Buy
|
—
|
$385.9B
|
$150.38
|
-0.6%
|
+1.0%
|
+2.1%
|
+0.6%
|
-0.8%
|
+2.2%
|
|
AMAT
|
Technology |
UBS |
Upgrade
|
Neutral
→
Buy
|
—
|
$352.8B
|
$230.91
|
+2.9%
|
+5.0%
|
+3.1%
|
+0.9%
|
+1.0%
|
+4.2%
|
|
SHEL
|
Energy |
UBS |
Downgrade
|
Buy
→
Neutral
|
—
|
$251.4B
|
$73.23
|
-0.1%
|
-0.6%
|
+0.8%
|
+0.5%
|
+0.7%
|
-0.5%
|
|
NVO
|
Healthcare |
BMO Capital |
Maintains
|
Market Perform
→
Market Perform
|
—
|
$203.7B
|
$44.97
|
+2.2%
|
+4.6%
|
+3.5%
|
+1.3%
|
-1.9%
|
-2.1%
|
|
CRM
|
Technology |
Cantor Fitzgerald |
Maintains
|
Overweight
→
Overweight
|
—
|
$160.2B
|
$226.82
|
-0.0%
|
+3.2%
|
-2.5%
|
+1.0%
|
+1.0%
|
+0.8%
|
|
MRVL
|
Technology |
Susquehanna |
Maintains
|
Positive
→
Positive
|
—
|
$158.8B
|
$83.79
|
-1.5%
|
-0.4%
|
+5.1%
|
+1.9%
|
+1.9%
|
+2.0%
|
|
CRWD
|
Technology |
DA Davidson |
Maintains
|
Buy
→
Buy
|
—
|
$149.7B
|
$506.82
|
-0.6%
|
+1.1%
|
-2.1%
|
+1.5%
|
-1.0%
|
+2.5%
|
|
CMI
|
Industrials |
UBS |
Upgrade
|
Sell
→
Neutral
|
—
|
$99.4B
|
$485.62
|
+0.8%
|
+1.9%
|
+0.4%
|
+0.2%
|
-0.4%
|
+1.1%
|
|
CMI
|
Industrials |
Argus |
Maintains
|
Buy
→
Buy
|
—
|
$99.4B
|
$485.62
|
+0.8%
|
+1.9%
|
+0.4%
|
+0.2%
|
-0.4%
|
+1.1%
|
|
ITUB
|
Financial Services |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$90.6B
|
$7.38
|
+0.3%
|
+0.5%
|
+3.2%
|
+1.8%
|
-4.2%
|
+2.5%
|
|
E
|
Energy |
UBS |
Upgrade
|
Neutral
→
Buy
|
—
|
$85.4B
|
$36.95
|
-1.8%
|
-1.1%
|
+1.6%
|
+0.8%
|
+0.4%
|
+0.1%
|
|
SNPS
|
Technology |
Wells Fargo |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$82.5B
|
$404.63
|
-0.8%
|
-0.7%
|
+2.0%
|
+2.0%
|
+4.9%
|
+2.5%
|
|
APO
|
Financial Services |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$82.3B
|
$130.10
|
+0.1%
|
+0.4%
|
-0.3%
|
+1.2%
|
-0.3%
|
+0.5%
|
|
RKLB
|
Industrials |
Needham |
Maintains
|
Buy
→
Buy
|
—
|
$70.3B
|
$42.45
|
-1.0%
|
+0.4%
|
-1.6%
|
+0.5%
|
-4.2%
|
+3.8%
|
|
LITE
|
Technology |
Mizuho |
Maintains
|
Outperform
→
Outperform
|
—
|
$69.7B
|
$299.36
|
-2.0%
|
-2.7%
|
+5.8%
|
+5.5%
|
-2.2%
|
-4.8%
|
|
CTAS
|
Industrials |
Wells Fargo |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$68.1B
|
$182.16
|
-0.0%
|
+0.8%
|
+0.5%
|
+0.8%
|
-0.3%
|
-0.7%
|