|
GOOGL
|
Communication Services |
BofA Securities |
Maintains
|
Buy
→
Buy
|
—
|
$4.8T
|
$331.86
|
+0.9%
|
+1.2%
|
-0.0%
|
-0.9%
|
-0.8%
|
-2.4%
|
|
GOOGL
|
Communication Services |
Goldman Sachs |
Maintains
|
Buy
→
Buy
|
—
|
$4.8T
|
$331.86
|
+0.9%
|
+1.2%
|
-0.0%
|
-0.9%
|
-0.8%
|
-2.4%
|
|
GOOG
|
Communication Services |
TD Cowen |
Maintains
|
Buy
→
Buy
|
—
|
$4.8T
|
$332.73
|
+0.8%
|
+1.1%
|
-0.0%
|
-0.9%
|
-0.8%
|
-2.5%
|
|
AAPL
|
Technology |
Wedbush |
Maintains
|
Outperform
→
Outperform
|
—
|
$4.2T
|
$260.25
|
-0.6%
|
+0.3%
|
-0.4%
|
-0.7%
|
-1.0%
|
-3.5%
|
|
AAPL
|
Technology |
Wedbush |
Reiterates
|
Outperform
→
Outperform
|
—
|
$4.2T
|
$260.25
|
-0.6%
|
+0.3%
|
-0.4%
|
-0.7%
|
-1.0%
|
-3.5%
|
|
AMZN
|
Consumer Cyclical |
TD Cowen |
Maintains
|
Buy
→
Buy
|
—
|
$2.9T
|
$246.47
|
+0.0%
|
-1.6%
|
-2.5%
|
+0.6%
|
+0.4%
|
-3.4%
|
|
META
|
Communication Services |
Cowen & Co. |
Maintains
|
Buy
→
Buy
|
—
|
$1.6T
|
$641.97
|
+0.0%
|
-1.7%
|
-2.5%
|
+0.9%
|
-0.1%
|
-2.6%
|
|
MU
|
Technology |
BofA Securities |
Maintains
|
Buy
→
Buy
|
—
|
$729.3B
|
$345.87
|
+0.1%
|
-2.2%
|
-1.4%
|
+1.0%
|
+7.8%
|
+0.6%
|
|
MU
|
Technology |
KeyBanc Capital Markets |
Maintains
|
Overweight
→
Overweight
|
—
|
$729.3B
|
$345.87
|
+0.1%
|
-2.2%
|
-1.4%
|
+1.0%
|
+7.8%
|
+0.6%
|
|
AMD
|
Technology |
KeyBanc Capital Markets |
Upgrade
|
Sector Weight
→
Overweight
|
—
|
$665.4B
|
$207.69
|
+3.6%
|
+6.4%
|
+1.2%
|
+1.9%
|
+1.7%
|
+0.0%
|
|
INTC
|
Technology |
KeyBanc Capital Markets |
Upgrade
|
Sector Weight
→
Overweight
|
—
|
$550.9B
|
$44.06
|
+4.2%
|
+7.3%
|
+3.0%
|
-0.8%
|
-2.8%
|
+3.4%
|
|
MA
|
Financial Services |
Compass Point |
Upgrade
|
Neutral
→
Buy
|
—
|
$443.4B
|
$566.28
|
-1.3%
|
-3.8%
|
+0.3%
|
-0.8%
|
-0.6%
|
-1.4%
|
|
NFLX
|
Communication Services |
TD Cowen |
Maintains
|
Buy
→
Buy
|
—
|
$371.6B
|
$89.41
|
+0.0%
|
+1.0%
|
-2.0%
|
-0.6%
|
-0.1%
|
-0.8%
|
|
LRCX
|
Technology |
BofA Securities |
Maintains
|
Buy
→
Buy
|
—
|
$358.4B
|
$220.40
|
-0.4%
|
-2.7%
|
-2.6%
|
+4.2%
|
+2.5%
|
-0.2%
|
|
AMAT
|
Technology |
BofA Securities |
Maintains
|
Buy
→
Buy
|
—
|
$325.8B
|
$307.24
|
-0.1%
|
-0.8%
|
-1.0%
|
+5.7%
|
+2.5%
|
-2.7%
|
|
GE
|
Industrials |
Citigroup |
Maintains
|
Buy
→
Buy
|
—
|
$316.2B
|
$324.17
|
+0.4%
|
+0.9%
|
-2.6%
|
+0.3%
|
+1.6%
|
-3.9%
|
|
RTX
|
Industrials |
Citigroup |
Maintains
|
Buy
→
Buy
|
—
|
$238.1B
|
$193.85
|
+0.9%
|
+0.1%
|
+2.5%
|
+0.5%
|
+1.0%
|
-2.8%
|
|
KLAC
|
Technology |
TD Cowen |
Upgrade
|
Hold
→
Buy
|
—
|
$230.3B
|
$1428.17
|
+2.3%
|
+1.0%
|
-0.5%
|
+7.7%
|
+1.5%
|
-5.2%
|
|
KLAC
|
Technology |
BofA Securities |
Maintains
|
Buy
→
Buy
|
—
|
$230.3B
|
$1428.17
|
+2.3%
|
+1.0%
|
-0.5%
|
+7.7%
|
+1.5%
|
-5.2%
|
|
ARM
|
Technology |
BofA Securities |
Downgrade
|
Buy
→
Neutral
|
—
|
$226.5B
|
$111.14
|
-2.0%
|
-3.0%
|
-2.6%
|
+0.1%
|
+0.6%
|
+1.3%
|
|
IBM
|
Technology |
BofA Securities |
Maintains
|
Buy
→
Buy
|
—
|
$217.4B
|
$312.18
|
-0.2%
|
-2.9%
|
+1.9%
|
-3.6%
|
+2.6%
|
-4.7%
|
|
ADI
|
Technology |
KeyBanc Capital Markets |
Maintains
|
Overweight
→
Overweight
|
—
|
$199.5B
|
$293.86
|
+0.4%
|
+0.8%
|
+0.6%
|
+1.4%
|
-0.6%
|
-1.5%
|
|
BA
|
Industrials |
Citigroup |
Maintains
|
Buy
→
Buy
|
—
|
$182.1B
|
$239.81
|
+0.5%
|
+2.0%
|
-0.8%
|
+2.1%
|
-0.0%
|
+0.5%
|
|
T
|
Communication Services |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$175.5B
|
$23.74
|
-0.2%
|
-1.9%
|
+1.3%
|
+0.5%
|
-1.0%
|
-0.2%
|
|
APP
|
Technology |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$167.7B
|
$658.65
|
-0.5%
|
+1.5%
|
-7.6%
|
-1.7%
|
-6.3%
|
-0.6%
|
|
GILD
|
Healthcare |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$166.5B
|
$122.60
|
-0.0%
|
-0.7%
|
+1.9%
|
-2.3%
|
+3.0%
|
-0.6%
|
|
SCCO
|
Basic Materials |
Wells Fargo |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$148.3B
|
$174.52
|
+0.6%
|
-0.9%
|
+3.4%
|
+1.5%
|
-1.1%
|
+2.9%
|
|
BX
|
Financial Services |
UBS |
Maintains
|
Neutral
→
Neutral
|
—
|
$146.9B
|
$156.58
|
+0.3%
|
-0.8%
|
+2.2%
|
+1.3%
|
+1.7%
|
-5.9%
|
|
COP
|
Energy |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$140.0B
|
$95.50
|
+1.6%
|
+1.0%
|
+4.0%
|
-1.4%
|
-0.7%
|
-2.7%
|
|
PANW
|
Technology |
UBS |
Maintains
|
Neutral
→
Neutral
|
—
|
$133.9B
|
$188.88
|
-0.5%
|
+1.0%
|
+0.0%
|
-1.7%
|
-0.0%
|
-1.9%
|
|
LOW
|
Consumer Cyclical |
Gordon Haskett |
Upgrade
|
Hold
→
Buy
|
—
|
$129.3B
|
$270.89
|
+0.8%
|
+1.2%
|
+0.3%
|
+0.7%
|
+0.2%
|
-3.3%
|
|
CRWD
|
Technology |
Citigroup |
Maintains
|
Buy
→
Buy
|
—
|
$128.3B
|
$466.99
|
+0.0%
|
+0.2%
|
-1.6%
|
-1.2%
|
-0.2%
|
-2.5%
|
|
CRWD
|
Technology |
BTIG |
Maintains
|
Buy
→
Buy
|
—
|
$128.3B
|
$466.99
|
+0.0%
|
+0.2%
|
-1.6%
|
-1.2%
|
-0.2%
|
-2.5%
|
|
SPGI
|
Financial Services |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$126.9B
|
$544.48
|
+0.1%
|
-0.4%
|
+0.5%
|
+0.1%
|
+0.2%
|
-5.0%
|
|
CB
|
Financial Services |
Wells Fargo |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$124.6B
|
$306.62
|
-0.1%
|
-1.9%
|
+0.1%
|
+0.0%
|
-0.1%
|
+0.1%
|
|
LMT
|
Industrials |
Citigroup |
Maintains
|
Neutral
→
Neutral
|
—
|
$118.1B
|
$551.24
|
+1.6%
|
+1.3%
|
+2.6%
|
+0.9%
|
+0.8%
|
-1.1%
|
|
BMY
|
Healthcare |
Leerink Partners |
Maintains
|
Outperform
→
Outperform
|
—
|
$114.8B
|
$55.77
|
+0.3%
|
+0.3%
|
+2.0%
|
-0.7%
|
-2.4%
|
-1.9%
|
|
PGR
|
Financial Services |
Wells Fargo |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$114.5B
|
$216.50
|
-0.6%
|
-5.3%
|
+0.2%
|
-1.0%
|
-0.6%
|
+0.8%
|
|
HWM
|
Industrials |
Citigroup |
Maintains
|
Buy
→
Buy
|
—
|
$109.3B
|
$220.15
|
+0.5%
|
-0.2%
|
+0.3%
|
+1.8%
|
+0.3%
|
-2.0%
|
|
TT
|
Industrials |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$103.9B
|
$385.47
|
+0.2%
|
+1.5%
|
-1.3%
|
+0.4%
|
+0.6%
|
-0.6%
|
|
ADBE
|
Technology |
Oppenheimer |
Downgrade
|
Outperform
→
Perform
|
—
|
$103.7B
|
$327.65
|
-1.6%
|
-5.4%
|
-1.8%
|
-0.1%
|
-2.6%
|
-1.9%
|
|
SNPS
|
Technology |
Piper Sandler |
Downgrade
|
Overweight
→
Neutral
|
—
|
$96.7B
|
$533.42
|
-2.3%
|
-4.1%
|
-1.3%
|
+0.6%
|
+1.6%
|
-1.0%
|
|
NOW
|
Technology |
Oppenheimer |
Maintains
|
Outperform
→
Outperform
|
—
|
$96.5B
|
$142.64
|
-0.4%
|
-3.1%
|
-2.6%
|
-2.6%
|
-2.9%
|
-1.5%
|
|
CMI
|
Industrials |
Citigroup |
Maintains
|
Buy
→
Buy
|
—
|
$94.3B
|
$562.18
|
+0.3%
|
+0.9%
|
-0.4%
|
+1.7%
|
+0.7%
|
-2.3%
|
|
GD
|
Industrials |
Citigroup |
Maintains
|
Neutral
→
Neutral
|
—
|
$94.0B
|
$360.94
|
+1.2%
|
+0.7%
|
+0.7%
|
+0.7%
|
-0.4%
|
-2.2%
|
|
CMCSA
|
Communication Services |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$93.7B
|
$29.06
|
-0.6%
|
-2.0%
|
-0.2%
|
-0.2%
|
-1.9%
|
+1.2%
|
|
NET
|
Technology |
UBS |
Maintains
|
Neutral
→
Neutral
|
—
|
$90.8B
|
$186.39
|
+0.4%
|
+1.2%
|
-0.2%
|
-2.3%
|
+0.0%
|
-3.7%
|
|
KKR
|
Financial Services |
UBS |
Maintains
|
Buy
→
Buy
|
—
|
$89.4B
|
$133.97
|
-0.4%
|
-2.9%
|
+1.5%
|
-0.6%
|
+0.1%
|
-6.5%
|
|
SPOT
|
Communication Services |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$88.0B
|
$530.00
|
+1.3%
|
+0.9%
|
-1.1%
|
-3.9%
|
-0.7%
|
+1.4%
|
|
FCX
|
Basic Materials |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$87.1B
|
$58.71
|
+2.2%
|
+1.1%
|
+1.7%
|
-0.6%
|
-2.1%
|
+2.3%
|