|
AVGO
|
Technology |
UBS |
Maintains
|
Buy
→
Buy
|
—
|
$2.0T
|
$359.93
|
+0.5%
|
-5.6%
|
+0.4%
|
-4.5%
|
+1.2%
|
+3.2%
|
|
TSLA
|
Consumer Cyclical |
Wedbush |
Maintains
|
Outperform
→
Outperform
|
—
|
$1.5T
|
$458.96
|
+2.3%
|
+3.6%
|
+3.1%
|
-4.6%
|
+3.4%
|
-0.4%
|
|
TSLA
|
Consumer Cyclical |
Wedbush |
Reiterates
|
Outperform
→
Outperform
|
—
|
$1.5T
|
$458.96
|
+2.3%
|
+3.6%
|
+3.1%
|
-4.6%
|
+3.4%
|
-0.4%
|
|
LLY
|
Healthcare |
BofA Securities |
Maintains
|
Buy
→
Buy
|
—
|
$918.5B
|
$1027.51
|
+0.5%
|
+3.4%
|
-0.7%
|
-1.2%
|
+1.4%
|
+1.4%
|
|
MU
|
Technology |
Rosenblatt |
Maintains
|
Buy
→
Buy
|
—
|
$729.3B
|
$241.14
|
+2.5%
|
-1.5%
|
-2.1%
|
-3.0%
|
+10.2%
|
+7.0%
|
|
MU
|
Technology |
Wedbush |
Maintains
|
Outperform
→
Outperform
|
—
|
$729.3B
|
$241.14
|
+2.5%
|
-1.5%
|
-2.1%
|
-3.0%
|
+10.2%
|
+7.0%
|
|
JNJ
|
Healthcare |
BofA Securities |
Maintains
|
Neutral
→
Neutral
|
—
|
$535.5B
|
$211.58
|
-0.6%
|
+1.2%
|
-2.3%
|
+0.5%
|
-1.0%
|
-0.9%
|
|
COST
|
Consumer Defensive |
Roth Capital |
Downgrade
|
Neutral
→
Sell
|
—
|
$449.0B
|
$884.47
|
-0.3%
|
-2.7%
|
-0.0%
|
+0.3%
|
-0.6%
|
-0.2%
|
|
LRCX
|
Technology |
Jefferies |
Maintains
|
Buy
→
Buy
|
—
|
$358.4B
|
$160.52
|
+1.8%
|
+2.4%
|
-0.6%
|
-5.1%
|
+6.3%
|
+4.6%
|
|
AMAT
|
Technology |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$325.8B
|
$259.21
|
+1.6%
|
+0.8%
|
-0.9%
|
-4.1%
|
+2.1%
|
+1.1%
|
|
AMAT
|
Technology |
Jefferies |
Maintains
|
Buy
→
Buy
|
—
|
$325.8B
|
$259.21
|
+1.6%
|
+0.8%
|
-0.9%
|
-4.1%
|
+2.1%
|
+1.1%
|
|
MRK
|
Healthcare |
BofA Securities |
Maintains
|
Buy
→
Buy
|
—
|
$277.3B
|
$100.30
|
-0.3%
|
-0.0%
|
-2.0%
|
+0.9%
|
+1.5%
|
+0.4%
|
|
TXN
|
Technology |
Goldman Sachs |
Downgrade
|
Buy
→
Sell
|
—
|
$259.5B
|
$179.42
|
-2.3%
|
-0.8%
|
-0.2%
|
-1.7%
|
+1.0%
|
+0.1%
|
|
WFC
|
Financial Services |
Evercore ISI |
Maintains
|
Outperform
→
Outperform
|
—
|
$242.2B
|
$92.76
|
+0.9%
|
+0.2%
|
-0.8%
|
+0.4%
|
-1.2%
|
+1.7%
|
|
KLAC
|
Technology |
Jefferies |
Upgrade
|
Hold
→
Buy
|
—
|
$230.3B
|
$1193.92
|
+2.9%
|
+2.6%
|
-0.1%
|
-4.2%
|
+4.3%
|
+1.9%
|
|
ARM
|
Technology |
Goldman Sachs |
Downgrade
|
Neutral
→
Sell
|
—
|
$226.5B
|
$130.89
|
-3.4%
|
-5.0%
|
-2.6%
|
-5.4%
|
-0.9%
|
+0.5%
|
|
TMO
|
Healthcare |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$176.3B
|
$572.28
|
+0.3%
|
+0.6%
|
-1.0%
|
-1.3%
|
-0.0%
|
+1.0%
|
|
T
|
Communication Services |
Wolfe Research |
Downgrade
|
Outperform
→
Peer Perform
|
—
|
$175.5B
|
$24.58
|
-0.4%
|
-1.1%
|
-1.0%
|
+1.2%
|
-0.4%
|
-0.5%
|
|
PFE
|
Healthcare |
BofA Securities |
Maintains
|
Neutral
→
Neutral
|
—
|
$150.6B
|
$25.85
|
-0.1%
|
+2.2%
|
-3.4%
|
-1.9%
|
+0.0%
|
+0.6%
|
|
DHR
|
Healthcare |
Wells Fargo |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$124.3B
|
$226.33
|
+0.7%
|
+1.0%
|
-1.7%
|
-0.9%
|
+0.8%
|
+0.2%
|
|
BMY
|
Healthcare |
BofA Securities |
Upgrade
|
Neutral
→
Buy
|
—
|
$114.8B
|
$52.41
|
+2.1%
|
+3.6%
|
-0.1%
|
-1.3%
|
-0.4%
|
+1.6%
|
|
PGR
|
Financial Services |
Citigroup |
Maintains
|
Buy
→
Buy
|
—
|
$114.5B
|
$234.85
|
+0.2%
|
+0.6%
|
-1.9%
|
-2.0%
|
-1.1%
|
-0.3%
|
|
PH
|
Industrials |
Jefferies |
Maintains
|
Buy
→
Buy
|
—
|
$111.7B
|
$884.87
|
+0.6%
|
-0.2%
|
-1.0%
|
-1.3%
|
+0.6%
|
+0.8%
|
|
SO
|
Utilities |
Jefferies |
Maintains
|
Neutral
→
Neutral
|
—
|
$104.2B
|
$84.44
|
+0.5%
|
+1.8%
|
-0.3%
|
+1.5%
|
+0.2%
|
-2.2%
|
|
SO
|
Utilities |
JP Morgan |
Maintains
|
Neutral
→
Neutral
|
—
|
$104.2B
|
$84.44
|
+0.5%
|
+1.8%
|
-0.3%
|
+1.5%
|
+0.2%
|
-2.2%
|
|
TT
|
Industrials |
KeyBanc Capital Markets |
Upgrade
|
Sector Weight
→
Overweight
|
—
|
$103.9B
|
$391.19
|
+1.1%
|
+0.9%
|
+0.3%
|
-3.4%
|
+0.8%
|
+1.2%
|
|
ADBE
|
Technology |
BMO Capital |
Maintains
|
Outperform
→
Outperform
|
—
|
$103.7B
|
$356.43
|
-1.1%
|
-1.5%
|
-0.9%
|
+1.9%
|
+0.3%
|
+0.0%
|
|
ADBE
|
Technology |
KeyBanc Capital Markets |
Downgrade
|
Sector Weight
→
Underweight
|
—
|
$103.7B
|
$356.43
|
-1.1%
|
-1.5%
|
-0.9%
|
+1.9%
|
+0.3%
|
+0.0%
|
|
NOW
|
Technology |
KeyBanc Capital Markets |
Downgrade
|
Sector Weight
→
Underweight
|
—
|
$96.5B
|
$173.01
|
-7.8%
|
-11.5%
|
+2.1%
|
+0.2%
|
-2.0%
|
+1.3%
|
|
HCA
|
Healthcare |
Morgan Stanley |
Downgrade
|
Equal Weight
→
Underweight
|
—
|
$95.2B
|
$484.77
|
-2.0%
|
-1.6%
|
-1.5%
|
+0.4%
|
-1.1%
|
+1.4%
|
|
MAR
|
Consumer Cyclical |
Goldman Sachs |
Upgrade
|
Neutral
→
Buy
|
—
|
$93.3B
|
$298.72
|
+1.9%
|
+3.3%
|
-0.8%
|
+1.3%
|
-1.0%
|
+1.1%
|
|
NOC
|
Industrials |
Alembic Global |
Upgrade
|
Neutral
→
Overweight
|
—
|
$78.4B
|
$569.76
|
-0.1%
|
+1.1%
|
-1.2%
|
-0.8%
|
-0.8%
|
+1.6%
|
|
RCL
|
Consumer Cyclical |
Jefferies |
Maintains
|
Hold
→
Hold
|
—
|
$75.3B
|
$278.86
|
+0.6%
|
+3.0%
|
-2.0%
|
+1.2%
|
+0.6%
|
+2.4%
|
|
HLT
|
Consumer Cyclical |
Goldman Sachs |
Upgrade
|
Neutral
→
Buy
|
—
|
$72.9B
|
$280.24
|
+1.6%
|
+2.0%
|
-0.0%
|
+2.5%
|
-1.8%
|
+1.6%
|
|
GM
|
Consumer Cyclical |
UBS |
Maintains
|
Buy
→
Buy
|
—
|
$70.7B
|
$80.89
|
-0.3%
|
+1.3%
|
-0.3%
|
-1.5%
|
+0.8%
|
+1.5%
|
|
APD
|
Basic Materials |
Citigroup |
Downgrade
|
Buy
→
Neutral
|
—
|
$65.7B
|
$243.00
|
-0.9%
|
+0.8%
|
-1.1%
|
+1.7%
|
-1.1%
|
-1.6%
|
|
AJG
|
Financial Services |
Piper Sandler |
Maintains
|
Overweight
→
Overweight
|
—
|
$51.9B
|
$255.38
|
-0.5%
|
+0.3%
|
-1.6%
|
-0.4%
|
+0.7%
|
+0.3%
|
|
NUE
|
Basic Materials |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$51.6B
|
$165.11
|
+0.4%
|
-1.9%
|
+0.1%
|
-1.0%
|
-1.8%
|
+0.8%
|
|
COIN
|
Financial Services |
Compass Point |
Maintains
|
Sell
→
Sell
|
—
|
$51.0B
|
$267.46
|
+0.2%
|
-6.4%
|
+0.9%
|
-3.3%
|
-2.0%
|
+2.5%
|
|
FAST
|
Industrials |
Jefferies |
Upgrade
|
Hold
→
Buy
|
—
|
$50.9B
|
$42.01
|
+1.6%
|
+1.4%
|
-0.6%
|
-1.1%
|
+1.1%
|
+0.0%
|
|
AU
|
Basic Materials |
Roth Capital |
Maintains
|
Buy
→
Buy
|
—
|
$50.6B
|
$82.92
|
+2.6%
|
+1.7%
|
-0.3%
|
+0.6%
|
+1.3%
|
+0.6%
|
|
CBRE
|
Real Estate |
Keefe, Bruyette & Woods |
Upgrade
|
Market Perform
→
Outperform
|
—
|
$43.0B
|
$159.58
|
+1.3%
|
-0.4%
|
+1.2%
|
-0.4%
|
+0.3%
|
+0.7%
|
|
ALNY
|
Healthcare |
Leerink Partners |
Maintains
|
Market Perform
→
Market Perform
|
—
|
$39.5B
|
$397.55
|
-0.8%
|
-1.5%
|
-0.1%
|
+0.2%
|
+1.0%
|
+1.1%
|
|
KDP
|
Consumer Defensive |
Piper Sandler |
Maintains
|
Overweight
→
Overweight
|
—
|
$38.8B
|
$29.51
|
-0.5%
|
-0.9%
|
-2.2%
|
-1.9%
|
+0.2%
|
-0.7%
|
|
HSY
|
Consumer Defensive |
Morgan Stanley |
Upgrade
|
Equal Weight
→
Overweight
|
—
|
$37.9B
|
$181.83
|
+2.5%
|
+3.5%
|
+0.0%
|
+0.4%
|
-0.4%
|
+0.6%
|
|
CCL
|
Consumer Cyclical |
Jefferies |
Maintains
|
Buy
→
Buy
|
—
|
$37.4B
|
$27.62
|
+1.8%
|
+3.5%
|
-1.4%
|
-0.6%
|
+1.1%
|
+9.8%
|
|
VIK
|
Consumer Cyclical |
Jefferies |
Upgrade
|
Hold
→
Buy
|
—
|
$37.2B
|
$68.75
|
+2.1%
|
+3.2%
|
-1.0%
|
-0.8%
|
+0.5%
|
+4.7%
|
|
MLM
|
Basic Materials |
Jefferies |
Maintains
|
Buy
→
Buy
|
—
|
$36.1B
|
$628.25
|
+0.2%
|
+0.9%
|
-0.7%
|
-1.7%
|
+1.4%
|
+1.0%
|
|
LVS
|
Consumer Cyclical |
Goldman Sachs |
Upgrade
|
Neutral
→
Buy
|
—
|
$35.6B
|
$65.24
|
+2.8%
|
+2.7%
|
+0.5%
|
-1.2%
|
+0.7%
|
-0.0%
|
|
STLD
|
Basic Materials |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$33.6B
|
$171.97
|
-0.3%
|
-1.8%
|
+0.1%
|
+2.1%
|
+1.1%
|
-0.2%
|