|
AMZN
|
Consumer Cyclical |
UBS |
Maintains
|
Buy
→
Buy
|
—
|
$2.9T
|
$242.96
|
+0.8%
|
-1.8%
|
-2.4%
|
-4.4%
|
-5.6%
|
-0.8%
|
|
WMT
|
Consumer Defensive |
Evercore ISI |
Maintains
|
Outperform
→
Outperform
|
—
|
$1.0T
|
$124.06
|
-0.3%
|
+2.9%
|
+0.2%
|
-0.8%
|
+3.3%
|
-1.6%
|
|
WMT
|
Consumer Defensive |
Piper Sandler |
Maintains
|
Overweight
→
Overweight
|
—
|
$1.0T
|
$124.06
|
-0.3%
|
+2.9%
|
+0.2%
|
-0.8%
|
+3.3%
|
-1.6%
|
|
XOM
|
Energy |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$609.1B
|
$138.40
|
+0.2%
|
+3.9%
|
+2.7%
|
-1.0%
|
+2.0%
|
+1.4%
|
|
XOM
|
Energy |
TD Cowen |
Maintains
|
Buy
→
Buy
|
—
|
$609.1B
|
$138.40
|
+0.2%
|
+3.9%
|
+2.7%
|
-1.0%
|
+2.0%
|
+1.4%
|
|
ORCL
|
Technology |
Scotiabank |
Maintains
|
Sector Outperform
→
Sector Outperform
|
—
|
$559.6B
|
$160.06
|
-1.1%
|
-3.4%
|
-5.2%
|
-6.9%
|
+4.6%
|
+9.6%
|
|
ORCL
|
Technology |
Piper Sandler |
Maintains
|
Overweight
→
Overweight
|
—
|
$559.6B
|
$160.06
|
-1.1%
|
-3.4%
|
-5.2%
|
-6.9%
|
+4.6%
|
+9.6%
|
|
JNJ
|
Healthcare |
RBC Capital |
Maintains
|
Outperform
→
Outperform
|
—
|
$535.5B
|
$230.75
|
+0.3%
|
+1.0%
|
+0.6%
|
+1.4%
|
+0.9%
|
-0.6%
|
|
COST
|
Consumer Defensive |
Mizuho |
Maintains
|
Outperform
→
Outperform
|
—
|
$449.0B
|
$968.36
|
-0.4%
|
+1.0%
|
+0.0%
|
+1.1%
|
+1.2%
|
-0.4%
|
|
PLTR
|
Technology |
Citigroup |
Maintains
|
Buy
→
Buy
|
—
|
$314.0B
|
$147.76
|
+11.7%
|
+6.8%
|
-11.6%
|
-6.8%
|
+4.5%
|
+5.2%
|
|
PLTR
|
Technology |
DA Davidson |
Maintains
|
Neutral
→
Neutral
|
—
|
$314.0B
|
$147.76
|
+11.7%
|
+6.8%
|
-11.6%
|
-6.8%
|
+4.5%
|
+5.2%
|
|
PLTR
|
Technology |
UBS |
Maintains
|
Neutral
→
Neutral
|
—
|
$314.0B
|
$147.76
|
+11.7%
|
+6.8%
|
-11.6%
|
-6.8%
|
+4.5%
|
+5.2%
|
|
MCD
|
Consumer Cyclical |
Guggenheim |
Maintains
|
Neutral
→
Neutral
|
—
|
$201.7B
|
$318.53
|
-0.9%
|
+0.3%
|
+1.3%
|
-0.1%
|
+1.1%
|
-0.5%
|
|
VZ
|
Communication Services |
JP Morgan |
Maintains
|
Neutral
→
Neutral
|
—
|
$198.7B
|
$44.61
|
+0.1%
|
+3.7%
|
+1.6%
|
+0.2%
|
-1.7%
|
+1.5%
|
|
VZ
|
Communication Services |
RBC Capital |
Maintains
|
Sector Perform
→
Sector Perform
|
—
|
$198.7B
|
$44.61
|
+0.1%
|
+3.7%
|
+1.6%
|
+0.2%
|
-1.7%
|
+1.5%
|
|
VZ
|
Communication Services |
Citigroup |
Maintains
|
Buy
→
Buy
|
—
|
$198.7B
|
$44.61
|
+0.1%
|
+3.7%
|
+1.6%
|
+0.2%
|
-1.7%
|
+1.5%
|
|
DIS
|
Communication Services |
TD Cowen |
Maintains
|
Hold
→
Hold
|
—
|
$192.6B
|
$104.45
|
+0.3%
|
-0.2%
|
+2.7%
|
-1.9%
|
+3.6%
|
-1.4%
|
|
DIS
|
Communication Services |
Guggenheim |
Maintains
|
Buy
→
Buy
|
—
|
$192.6B
|
$104.45
|
+0.3%
|
-0.2%
|
+2.7%
|
-1.9%
|
+3.6%
|
-1.4%
|
|
DIS
|
Communication Services |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$192.6B
|
$104.45
|
+0.3%
|
-0.2%
|
+2.7%
|
-1.9%
|
+3.6%
|
-1.4%
|
|
DIS
|
Communication Services |
Jefferies |
Maintains
|
Buy
→
Buy
|
—
|
$192.6B
|
$104.45
|
+0.3%
|
-0.2%
|
+2.7%
|
-1.9%
|
+3.6%
|
-1.4%
|
|
CRM
|
Technology |
Piper Sandler |
Maintains
|
Overweight
→
Overweight
|
—
|
$177.0B
|
$210.81
|
-2.8%
|
-6.8%
|
+1.6%
|
-4.7%
|
+0.7%
|
+1.4%
|
|
UBER
|
Technology |
Needham |
Maintains
|
Buy
→
Buy
|
—
|
$157.9B
|
$80.84
|
-0.4%
|
-3.6%
|
-5.1%
|
+1.7%
|
-0.6%
|
-1.2%
|
|
SCCO
|
Basic Materials |
UBS |
Maintains
|
Sell
→
Sell
|
—
|
$148.3B
|
$191.18
|
+6.2%
|
+11.7%
|
-9.0%
|
-3.3%
|
+5.6%
|
+4.1%
|
|
MRVL
|
Technology |
Rosenblatt |
Maintains
|
Buy
→
Buy
|
—
|
$139.8B
|
$78.66
|
-0.2%
|
-4.0%
|
-2.4%
|
+0.7%
|
+8.2%
|
+2.6%
|
|
MRVL
|
Technology |
Citigroup |
Maintains
|
Buy
→
Buy
|
—
|
$139.8B
|
$78.66
|
-0.2%
|
-4.0%
|
-2.4%
|
+0.7%
|
+8.2%
|
+2.6%
|
|
MRVL
|
Technology |
Benchmark |
Maintains
|
Hold
→
Hold
|
—
|
$139.8B
|
$78.66
|
-0.2%
|
-4.0%
|
-2.4%
|
+0.7%
|
+8.2%
|
+2.6%
|
|
MRVL
|
Technology |
Needham |
Maintains
|
Buy
→
Buy
|
—
|
$139.8B
|
$78.66
|
-0.2%
|
-4.0%
|
-2.4%
|
+0.7%
|
+8.2%
|
+2.6%
|
|
MRVL
|
Technology |
UBS |
Maintains
|
Buy
→
Buy
|
—
|
$139.8B
|
$78.66
|
-0.2%
|
-4.0%
|
-2.4%
|
+0.7%
|
+8.2%
|
+2.6%
|
|
BKNG
|
Consumer Cyclical |
UBS |
Maintains
|
Buy
→
Buy
|
—
|
$132.7B
|
$204.89
|
-1.2%
|
-9.3%
|
-0.8%
|
-3.6%
|
+0.3%
|
-4.9%
|
|
INTU
|
Technology |
Oppenheimer |
Maintains
|
Outperform
→
Outperform
|
—
|
$113.2B
|
$487.12
|
-3.8%
|
-10.9%
|
+2.7%
|
-2.4%
|
+2.0%
|
-1.4%
|
|
ADBE
|
Technology |
Piper Sandler |
Downgrade
|
Overweight
→
Neutral
|
—
|
$103.7B
|
$293.38
|
-3.6%
|
-7.3%
|
+2.9%
|
-3.7%
|
-0.4%
|
-0.6%
|
|
MAR
|
Consumer Cyclical |
JP Morgan |
Maintains
|
Neutral
→
Neutral
|
—
|
$93.3B
|
$319.29
|
-0.9%
|
-0.3%
|
+1.9%
|
+0.6%
|
+2.1%
|
-0.6%
|
|
FDX
|
Industrials |
Wells Fargo |
Upgrade
|
Equal Weight
→
Overweight
|
—
|
$89.7B
|
$335.30
|
+2.4%
|
+5.4%
|
+2.6%
|
+0.4%
|
+1.4%
|
-1.3%
|
|
WMB
|
Energy |
Jefferies |
Maintains
|
Buy
→
Buy
|
—
|
$89.2B
|
$66.34
|
+0.9%
|
+3.3%
|
-3.0%
|
+1.4%
|
-0.7%
|
+1.4%
|
|
ABNB
|
Consumer Cyclical |
UBS |
Maintains
|
Neutral
→
Neutral
|
—
|
$84.1B
|
$131.31
|
-0.8%
|
-7.0%
|
+2.1%
|
-2.7%
|
+0.8%
|
-0.7%
|
|
BSX
|
Healthcare |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$84.1B
|
$91.87
|
-0.4%
|
-0.3%
|
-17.6%
|
+2.8%
|
-1.8%
|
-2.8%
|
|
MRSH
|
Financial Services |
Citigroup |
Maintains
|
Neutral
→
Neutral
|
—
|
$80.0B
|
$188.25
|
-0.6%
|
+0.1%
|
+0.7%
|
-1.2%
|
-1.3%
|
-7.5%
|
|
ORLY
|
Consumer Cyclical |
DA Davidson |
Maintains
|
Buy
→
Buy
|
—
|
$79.1B
|
$98.01
|
-0.8%
|
-0.9%
|
-0.4%
|
-4.0%
|
+1.5%
|
-1.6%
|
|
RCL
|
Consumer Cyclical |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$75.3B
|
$334.05
|
-0.2%
|
-2.3%
|
+0.7%
|
-0.8%
|
+6.7%
|
+0.0%
|
|
NXPI
|
Technology |
Needham |
Maintains
|
Buy
→
Buy
|
—
|
$73.3B
|
$231.08
|
-4.9%
|
-4.5%
|
+2.8%
|
-2.1%
|
+1.0%
|
+2.0%
|
|
HLT
|
Consumer Cyclical |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$72.9B
|
$302.93
|
+0.1%
|
+0.6%
|
+1.4%
|
-0.0%
|
+1.8%
|
-0.1%
|
|
CL
|
Consumer Defensive |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$70.1B
|
$91.89
|
-1.0%
|
+1.4%
|
+1.3%
|
+0.5%
|
-0.5%
|
-0.3%
|
|
AON
|
Financial Services |
Citigroup |
Maintains
|
Buy
→
Buy
|
—
|
$67.2B
|
$349.61
|
-0.7%
|
-0.8%
|
+1.0%
|
-2.0%
|
-0.4%
|
-9.3%
|
|
SPG
|
Real Estate |
Evercore ISI |
Maintains
|
In Line
→
In Line
|
—
|
$65.4B
|
$191.22
|
-0.4%
|
-0.9%
|
+3.3%
|
+0.9%
|
+1.2%
|
-1.5%
|
|
SPG
|
Real Estate |
Stifel |
Maintains
|
Hold
→
Hold
|
—
|
$65.4B
|
$191.22
|
-0.4%
|
-0.9%
|
+3.3%
|
+0.9%
|
+1.2%
|
-1.5%
|
|
SPG
|
Real Estate |
Piper Sandler |
Maintains
|
Overweight
→
Overweight
|
—
|
$65.4B
|
$191.22
|
-0.4%
|
-0.9%
|
+3.3%
|
+0.9%
|
+1.2%
|
-1.5%
|
|
BE
|
Industrials |
Roth Capital |
Maintains
|
Neutral
→
Neutral
|
—
|
$62.3B
|
$156.13
|
+4.5%
|
+8.2%
|
-12.8%
|
-7.3%
|
+4.7%
|
+8.5%
|
|
PCAR
|
Industrials |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$60.0B
|
$124.61
|
+0.2%
|
+2.6%
|
+0.7%
|
-1.1%
|
-0.1%
|
-0.1%
|
|
SRE
|
Utilities |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$59.8B
|
$86.22
|
-0.4%
|
+0.9%
|
-0.4%
|
+0.0%
|
+0.8%
|
+0.1%
|
|
TGT
|
Consumer Defensive |
Evercore ISI |
Maintains
|
In Line
→
In Line
|
—
|
$57.0B
|
$109.53
|
+0.3%
|
+1.6%
|
+2.5%
|
-2.9%
|
+4.2%
|
-0.0%
|