|
GOOGL
|
Communication Services |
Cantor Fitzgerald |
Upgrade
|
Neutral
→
Overweight
|
—
|
$4.8T
|
$321.98
|
+2.2%
|
+1.1%
|
+1.0%
|
+1.0%
|
+1.2%
|
-0.0%
|
|
MSFT
|
Technology |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$3.1T
|
$483.47
|
-0.5%
|
-1.1%
|
+0.2%
|
-0.4%
|
-1.4%
|
-2.4%
|
|
AMZN
|
Consumer Cyclical |
Cantor Fitzgerald |
Maintains
|
Overweight
→
Overweight
|
—
|
$2.9T
|
$241.56
|
+0.6%
|
+2.0%
|
+0.4%
|
-0.4%
|
-1.6%
|
-2.5%
|
|
META
|
Communication Services |
Cantor Fitzgerald |
Maintains
|
Overweight
→
Overweight
|
—
|
$1.6T
|
$648.69
|
-0.4%
|
-0.4%
|
+1.1%
|
-1.7%
|
-1.7%
|
-2.5%
|
|
WMT
|
Consumer Defensive |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$1.0T
|
$112.72
|
-1.3%
|
+0.3%
|
+1.3%
|
+3.0%
|
+2.0%
|
-0.3%
|
|
WMT
|
Consumer Defensive |
Oppenheimer |
Maintains
|
Outperform
→
Outperform
|
—
|
$1.0T
|
$112.72
|
-1.3%
|
+0.3%
|
+1.3%
|
+3.0%
|
+2.0%
|
-0.3%
|
|
XOM
|
Energy |
Piper Sandler |
Maintains
|
Overweight
→
Overweight
|
—
|
$609.1B
|
$118.49
|
+0.4%
|
+3.7%
|
+1.4%
|
-0.5%
|
+2.0%
|
+2.9%
|
|
COST
|
Consumer Defensive |
Telsey Advisory Group |
Maintains
|
Outperform
→
Outperform
|
—
|
$449.0B
|
$882.58
|
+2.1%
|
+3.7%
|
+1.0%
|
+2.0%
|
-0.1%
|
+1.0%
|
|
CVX
|
Energy |
Piper Sandler |
Maintains
|
Overweight
→
Overweight
|
—
|
$364.1B
|
$155.20
|
+0.2%
|
+2.6%
|
+1.8%
|
+0.1%
|
+0.9%
|
+2.1%
|
|
LRCX
|
Technology |
Cantor Fitzgerald |
Maintains
|
Overweight
→
Overweight
|
—
|
$358.4B
|
$203.08
|
-0.1%
|
-1.0%
|
+8.7%
|
+0.9%
|
-2.7%
|
-2.6%
|
|
ABBV
|
Healthcare |
Wolfe Research |
Downgrade
|
Outperform
→
Peer Perform
|
—
|
$358.4B
|
$233.42
|
-1.0%
|
-4.0%
|
-1.8%
|
-0.0%
|
+0.3%
|
+0.5%
|
|
PG
|
Consumer Defensive |
TD Cowen |
Maintains
|
Buy
→
Buy
|
—
|
$340.2B
|
$138.04
|
-0.1%
|
+2.5%
|
+0.2%
|
+1.1%
|
+0.5%
|
+1.5%
|
|
BABA
|
Consumer Cyclical |
Jefferies |
Maintains
|
Buy
→
Buy
|
—
|
$327.2B
|
$146.75
|
-0.4%
|
+5.3%
|
-2.3%
|
+10.2%
|
+0.4%
|
+1.7%
|
|
AMAT
|
Technology |
Cantor Fitzgerald |
Maintains
|
Overweight
→
Overweight
|
—
|
$325.8B
|
$292.20
|
-0.5%
|
-3.6%
|
+6.9%
|
+2.0%
|
-0.8%
|
-1.0%
|
|
MS
|
Financial Services |
JP Morgan |
Maintains
|
Neutral
→
Neutral
|
—
|
$302.0B
|
$184.79
|
-0.5%
|
-0.1%
|
+0.9%
|
+0.1%
|
-2.0%
|
-1.1%
|
|
MRK
|
Healthcare |
Wolfe Research |
Upgrade
|
Peer Perform
→
Outperform
|
—
|
$277.3B
|
$108.60
|
+1.9%
|
+2.2%
|
-0.4%
|
-1.2%
|
-0.9%
|
+2.5%
|
|
GS
|
Financial Services |
JP Morgan |
Maintains
|
Neutral
→
Neutral
|
—
|
$274.6B
|
$941.02
|
-0.6%
|
-0.7%
|
+0.4%
|
+1.1%
|
-1.2%
|
-0.6%
|
|
SHEL
|
Energy |
Piper Sandler |
Maintains
|
Overweight
→
Overweight
|
—
|
$238.4B
|
$71.54
|
-2.4%
|
-1.7%
|
+0.7%
|
+1.2%
|
+2.1%
|
+1.6%
|
|
KLAC
|
Technology |
Cantor Fitzgerald |
Maintains
|
Overweight
→
Overweight
|
—
|
$230.3B
|
$1359.69
|
-0.6%
|
-2.6%
|
+5.7%
|
+2.0%
|
+1.0%
|
-0.5%
|
|
AXP
|
Financial Services |
TD Cowen |
Maintains
|
Hold
→
Hold
|
—
|
$217.4B
|
$378.22
|
-0.0%
|
+1.3%
|
-1.9%
|
-4.3%
|
-0.4%
|
+0.1%
|
|
MCD
|
Consumer Cyclical |
Truist |
Maintains
|
Buy
→
Buy
|
—
|
$201.7B
|
$304.16
|
-0.2%
|
+1.6%
|
-0.5%
|
-0.2%
|
+0.9%
|
-0.4%
|
|
MCD
|
Consumer Cyclical |
TD Cowen |
Maintains
|
Hold
→
Hold
|
—
|
$201.7B
|
$304.16
|
-0.2%
|
+1.6%
|
-0.5%
|
-0.2%
|
+0.9%
|
-0.4%
|
|
TTE
|
Energy |
Jefferies |
Upgrade
|
Hold
→
Buy
|
—
|
$197.5B
|
$62.74
|
-0.3%
|
+1.4%
|
+0.5%
|
+1.2%
|
+1.7%
|
+1.1%
|
|
TTE
|
Energy |
Piper Sandler |
Maintains
|
Neutral
→
Neutral
|
—
|
$197.5B
|
$62.74
|
-0.3%
|
+1.4%
|
+0.5%
|
+1.2%
|
+1.7%
|
+1.1%
|
|
AMGN
|
Healthcare |
Truist |
Maintains
|
Hold
→
Hold
|
—
|
$177.6B
|
$341.64
|
-1.1%
|
-3.4%
|
-1.2%
|
-0.2%
|
-0.4%
|
+1.4%
|
|
TJX
|
Consumer Cyclical |
UBS |
Maintains
|
Buy
→
Buy
|
—
|
$171.0B
|
$154.04
|
+0.2%
|
+2.7%
|
-0.3%
|
-0.4%
|
+0.7%
|
-1.9%
|
|
APP
|
Technology |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$167.7B
|
$632.92
|
-1.7%
|
-2.6%
|
+5.1%
|
+1.7%
|
+1.5%
|
-7.6%
|
|
BLK
|
Financial Services |
Keefe, Bruyette & Woods |
Maintains
|
Outperform
→
Outperform
|
—
|
$166.0B
|
$1075.09
|
-1.4%
|
+1.2%
|
-0.3%
|
+0.4%
|
+0.0%
|
+0.2%
|
|
BLK
|
Financial Services |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$166.0B
|
$1075.09
|
-1.4%
|
+1.2%
|
-0.3%
|
+0.4%
|
+0.0%
|
+0.2%
|
|
UBER
|
Technology |
Cantor Fitzgerald |
Maintains
|
Overweight
→
Overweight
|
—
|
$157.9B
|
$86.19
|
-0.5%
|
+1.6%
|
-2.5%
|
-0.9%
|
+0.9%
|
-0.9%
|
|
UBER
|
Technology |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$157.9B
|
$86.19
|
-0.5%
|
+1.6%
|
-2.5%
|
-0.9%
|
+0.9%
|
-0.9%
|
|
SCHW
|
Financial Services |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$156.8B
|
$101.93
|
+0.3%
|
-0.6%
|
-1.2%
|
+1.7%
|
-0.7%
|
+0.7%
|
|
SHOP
|
Technology |
Scotiabank |
Upgrade
|
Sector Perform
→
Sector Outperform
|
—
|
$145.0B
|
$166.74
|
+0.6%
|
+0.9%
|
-2.3%
|
+2.1%
|
-0.3%
|
-5.9%
|
|
IBKR
|
Financial Services |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$144.0B
|
$71.34
|
-0.0%
|
-1.7%
|
+0.4%
|
+0.5%
|
-0.3%
|
+1.1%
|
|
COP
|
Energy |
Piper Sandler |
Maintains
|
Overweight
→
Overweight
|
—
|
$140.0B
|
$93.94
|
+0.5%
|
+5.1%
|
-1.2%
|
-2.1%
|
+1.0%
|
+4.0%
|
|
BKNG
|
Consumer Cyclical |
Cantor Fitzgerald |
Maintains
|
Neutral
→
Neutral
|
—
|
$132.7B
|
$217.83
|
-0.1%
|
-0.0%
|
+0.9%
|
-1.8%
|
-1.4%
|
-2.4%
|
|
PLD
|
Real Estate |
UBS |
Maintains
|
Buy
→
Buy
|
—
|
$132.7B
|
$126.90
|
-0.4%
|
+1.2%
|
+0.8%
|
-0.3%
|
+0.9%
|
+1.5%
|
|
PLD
|
Real Estate |
Baird |
Downgrade
|
Outperform
→
Neutral
|
—
|
$132.7B
|
$126.90
|
-0.4%
|
+1.2%
|
+0.8%
|
-0.3%
|
+0.9%
|
+1.5%
|
|
SPGI
|
Financial Services |
Evercore ISI |
Maintains
|
Outperform
→
Outperform
|
—
|
$126.9B
|
$537.50
|
-0.0%
|
+0.8%
|
+0.1%
|
+0.5%
|
-0.4%
|
+0.5%
|
|
CB
|
Financial Services |
Goldman Sachs |
Upgrade
|
Neutral
→
Buy
|
—
|
$124.6B
|
$306.63
|
+1.1%
|
+2.1%
|
-2.0%
|
-0.1%
|
-1.9%
|
+0.1%
|
|
CB
|
Financial Services |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$124.6B
|
$306.63
|
+1.1%
|
+2.1%
|
-2.0%
|
-0.1%
|
-1.9%
|
+0.1%
|
|
COF
|
Financial Services |
TD Cowen |
Maintains
|
Buy
→
Buy
|
—
|
$119.2B
|
$253.25
|
-0.1%
|
+1.0%
|
-2.5%
|
-6.4%
|
-0.8%
|
+1.3%
|
|
BP
|
Energy |
Piper Sandler |
Maintains
|
Neutral
→
Neutral
|
—
|
$114.9B
|
$33.67
|
-0.3%
|
+1.4%
|
+0.5%
|
+0.3%
|
+2.8%
|
+1.3%
|
|
PGR
|
Financial Services |
Barclays |
Upgrade
|
Equal Weight
→
Overweight
|
—
|
$114.5B
|
$209.10
|
+0.7%
|
+1.9%
|
+0.9%
|
+0.6%
|
-5.3%
|
+0.2%
|
|
INTU
|
Technology |
Wells Fargo |
Downgrade
|
Overweight
→
Equal Weight
|
—
|
$113.2B
|
$651.15
|
-1.6%
|
+0.2%
|
-0.9%
|
-1.8%
|
-4.7%
|
-6.4%
|
|
MDT
|
Healthcare |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$100.1B
|
$99.77
|
-0.2%
|
-1.1%
|
-1.2%
|
-0.6%
|
-0.5%
|
+2.4%
|
|
NOW
|
Technology |
Macquarie |
Maintains
|
Neutral
→
Neutral
|
—
|
$96.5B
|
$150.90
|
-0.6%
|
-3.1%
|
-3.0%
|
+0.6%
|
-3.1%
|
-2.6%
|
|
NOW
|
Technology |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$96.5B
|
$150.90
|
-0.6%
|
-3.1%
|
-3.0%
|
+0.6%
|
-3.1%
|
-2.6%
|
|
ICE
|
Financial Services |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$88.3B
|
$161.92
|
-0.4%
|
+0.0%
|
+2.5%
|
+0.2%
|
+0.3%
|
+3.7%
|
|
SPOT
|
Communication Services |
Guggenheim |
Maintains
|
Buy
→
Buy
|
—
|
$88.0B
|
$569.62
|
-0.4%
|
-2.8%
|
-2.6%
|
-1.7%
|
+0.9%
|
-1.1%
|