|
NVDA
|
Technology |
Needham |
Maintains
|
Buy
→
Buy
|
—
|
$5.1T
|
$181.93
|
+0.3%
|
-0.8%
|
-1.0%
|
-3.3%
|
+1.7%
|
-0.3%
|
|
NVDA
|
Technology |
Needham |
Reiterates
|
Buy
→
Buy
|
—
|
$5.1T
|
$181.93
|
+0.3%
|
-0.8%
|
-1.0%
|
-3.3%
|
+1.7%
|
-0.3%
|
|
NVDA
|
Technology |
Rosenblatt |
Maintains
|
Buy
→
Buy
|
—
|
$5.1T
|
$181.93
|
+0.3%
|
-0.8%
|
-1.0%
|
-3.3%
|
+1.7%
|
-0.3%
|
|
NVDA
|
Technology |
Truist |
Maintains
|
Buy
→
Buy
|
—
|
$5.1T
|
$181.93
|
+0.3%
|
-0.8%
|
-1.0%
|
-3.3%
|
+1.7%
|
-0.3%
|
|
MU
|
Technology |
Bernstein |
Maintains
|
Outperform
→
Outperform
|
—
|
$729.3B
|
$461.69
|
+0.7%
|
+0.0%
|
-3.8%
|
-4.8%
|
-4.4%
|
-2.2%
|
|
PLTR
|
Technology |
UBS |
Maintains
|
Buy
→
Buy
|
—
|
$314.0B
|
$155.08
|
-0.1%
|
-1.5%
|
+1.9%
|
-3.2%
|
+6.7%
|
-3.8%
|
|
IBM
|
Technology |
JP Morgan |
Maintains
|
Neutral
→
Neutral
|
—
|
$217.4B
|
$256.11
|
-0.8%
|
-1.8%
|
-0.5%
|
-3.4%
|
+2.8%
|
-3.2%
|
|
DIS
|
Communication Services |
Guggenheim |
Maintains
|
Buy
→
Buy
|
—
|
$192.6B
|
$100.30
|
-0.5%
|
-0.9%
|
-0.2%
|
+0.3%
|
-1.6%
|
-1.6%
|
|
SBUX
|
Consumer Cyclical |
RBC Capital |
Downgrade
|
Outperform
→
Sector Perform
|
—
|
$118.8B
|
$97.57
|
-1.4%
|
-5.0%
|
+3.4%
|
-3.4%
|
+1.4%
|
-2.0%
|
|
LMT
|
Industrials |
Susquehanna |
Maintains
|
Positive
→
Positive
|
—
|
$118.1B
|
$636.33
|
+0.8%
|
+0.9%
|
-0.7%
|
-1.6%
|
-1.8%
|
-1.0%
|
|
VRTX
|
Healthcare |
Maxim Group |
Upgrade
|
Hold
→
Buy
|
—
|
$107.8B
|
$462.49
|
+0.1%
|
-2.4%
|
+1.4%
|
-0.9%
|
-0.6%
|
-0.6%
|
|
EQIX
|
Real Estate |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$105.2B
|
$976.88
|
+0.2%
|
-0.3%
|
+0.1%
|
-1.6%
|
+0.8%
|
-0.3%
|
|
WM
|
Industrials |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$88.9B
|
$236.05
|
-0.4%
|
-1.0%
|
+0.0%
|
-1.1%
|
-1.6%
|
-1.1%
|
|
NGG
|
Utilities |
Jefferies |
Downgrade
|
Buy
→
Hold
|
—
|
$85.5B
|
$90.42
|
-1.7%
|
-3.3%
|
-2.1%
|
-4.1%
|
+0.1%
|
+0.3%
|
|
BSX
|
Healthcare |
Truist |
Maintains
|
Buy
→
Buy
|
—
|
$84.1B
|
$71.20
|
-0.7%
|
+0.1%
|
-2.0%
|
-0.6%
|
+0.1%
|
-2.0%
|
|
EPD
|
Energy |
Morgan Stanley |
Maintains
|
Underweight
→
Underweight
|
—
|
$81.5B
|
$37.54
|
+0.1%
|
-1.3%
|
+1.1%
|
+0.3%
|
+1.5%
|
+0.7%
|
|
ECL
|
Basic Materials |
Wells Fargo |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$72.4B
|
$272.59
|
-1.1%
|
-3.9%
|
-1.2%
|
-0.9%
|
+1.8%
|
+1.3%
|
|
DLR
|
Real Estate |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$67.9B
|
$180.39
|
-0.0%
|
-0.8%
|
+0.5%
|
-3.6%
|
+1.9%
|
-1.0%
|
|
LITE
|
Technology |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$63.7B
|
$649.56
|
+9.2%
|
+7.9%
|
+10.2%
|
-8.5%
|
+3.2%
|
+10.0%
|
|
LITE
|
Technology |
Rosenblatt |
Maintains
|
Buy
→
Buy
|
—
|
$63.7B
|
$649.56
|
+9.2%
|
+7.9%
|
+10.2%
|
-8.5%
|
+3.2%
|
+10.0%
|
|
RSG
|
Industrials |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$62.3B
|
$224.77
|
-0.3%
|
-1.2%
|
+0.5%
|
-1.7%
|
-1.2%
|
-0.7%
|
|
SRE
|
Utilities |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$59.8B
|
$95.94
|
-0.4%
|
-0.9%
|
+0.2%
|
-3.7%
|
+1.9%
|
+1.6%
|
|
MSTR
|
Technology |
Citigroup |
Maintains
|
Buy
→
Buy
|
—
|
$53.4B
|
$150.28
|
-3.5%
|
-6.5%
|
-1.7%
|
-1.9%
|
+1.9%
|
-1.4%
|
|
AJG
|
Financial Services |
Truist |
Maintains
|
Hold
→
Hold
|
—
|
$51.9B
|
$209.16
|
-0.4%
|
+0.2%
|
+0.1%
|
+2.5%
|
+1.0%
|
-0.3%
|
|
ETR
|
Utilities |
Citigroup |
Maintains
|
Neutral
→
Neutral
|
—
|
$51.3B
|
$106.07
|
-0.5%
|
-1.7%
|
-0.3%
|
-3.9%
|
+1.4%
|
+1.2%
|
|
COHR
|
Technology |
Stifel |
Maintains
|
Buy
→
Buy
|
—
|
$50.4B
|
$245.80
|
+2.5%
|
+4.6%
|
+7.1%
|
-8.0%
|
+0.6%
|
+6.8%
|
|
XYZ
|
Technology |
Truist |
Upgrade
|
Hold
→
Buy
|
—
|
$41.8B
|
$59.79
|
-0.1%
|
-3.3%
|
+2.0%
|
+0.6%
|
+3.0%
|
-2.1%
|
|
XYZ
|
Technology |
Rothschild & Co |
Upgrade
|
Sell
→
Neutral
|
—
|
$41.8B
|
$59.79
|
-0.1%
|
-3.3%
|
+2.0%
|
+0.6%
|
+3.0%
|
-2.1%
|
|
JBL
|
Technology |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$36.9B
|
$262.35
|
-5.6%
|
-1.4%
|
+2.6%
|
-4.4%
|
+5.0%
|
+4.2%
|
|
PCG
|
Utilities |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$35.6B
|
$18.36
|
+0.4%
|
-1.0%
|
+0.1%
|
-4.8%
|
+0.4%
|
-0.3%
|
|
STLD
|
Basic Materials |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$33.6B
|
$172.63
|
-0.7%
|
-2.2%
|
-0.7%
|
-2.2%
|
+1.6%
|
+1.8%
|
|
STLD
|
Basic Materials |
JP Morgan |
Maintains
|
Neutral
→
Neutral
|
—
|
$33.6B
|
$172.63
|
-0.7%
|
-2.2%
|
-0.7%
|
-2.2%
|
+1.6%
|
+1.8%
|
|
NTR
|
Basic Materials |
BMO Capital |
Maintains
|
Outperform
→
Outperform
|
—
|
$32.9B
|
$79.55
|
+0.0%
|
-2.1%
|
-2.3%
|
-1.7%
|
-2.5%
|
+5.4%
|
|
NTR
|
Basic Materials |
BofA Securities |
Maintains
|
Neutral
→
Neutral
|
—
|
$32.9B
|
$79.55
|
+0.0%
|
-2.1%
|
-2.3%
|
-1.7%
|
-2.5%
|
+5.4%
|
|
NRG
|
Utilities |
Wolfe Research |
Upgrade
|
Peer Perform
→
Outperform
|
—
|
$30.4B
|
$154.75
|
+2.1%
|
+2.8%
|
+1.4%
|
-9.7%
|
+4.1%
|
-0.4%
|
|
CRCL
|
Financial Services |
Clear Street |
Maintains
|
Buy
→
Buy
|
—
|
$30.1B
|
$132.31
|
-0.6%
|
+0.4%
|
-3.4%
|
-1.8%
|
+0.5%
|
-20.1%
|
|
DTE
|
Utilities |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$29.5B
|
$149.34
|
-0.2%
|
-1.6%
|
+0.1%
|
-3.8%
|
+0.5%
|
+0.7%
|
|
QSR
|
Consumer Cyclical |
Oppenheimer |
Maintains
|
Outperform
→
Outperform
|
—
|
$27.4B
|
$75.05
|
-0.6%
|
-1.1%
|
-0.2%
|
-0.5%
|
+1.7%
|
-1.5%
|
|
DOW
|
Basic Materials |
UBS |
Maintains
|
Neutral
→
Neutral
|
—
|
$26.9B
|
$36.91
|
+1.6%
|
+2.1%
|
-0.5%
|
-2.2%
|
-1.7%
|
+6.3%
|
|
EIX
|
Utilities |
JP Morgan |
Maintains
|
Neutral
→
Neutral
|
—
|
$26.4B
|
$72.92
|
-0.9%
|
-0.4%
|
-1.1%
|
-3.0%
|
+1.3%
|
+0.9%
|
|
FICO
|
Technology |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$26.2B
|
$1199.93
|
-0.7%
|
+0.3%
|
-7.5%
|
+1.3%
|
-5.7%
|
-6.4%
|
|
STZ
|
Consumer Defensive |
Citigroup |
Upgrade
|
Neutral
→
Buy
|
—
|
$25.9B
|
$151.66
|
+0.9%
|
+0.3%
|
-0.1%
|
-1.5%
|
+1.9%
|
+0.1%
|
|
LYB
|
Basic Materials |
UBS |
Upgrade
|
Sell
→
Neutral
|
—
|
$23.0B
|
$71.20
|
+2.2%
|
+5.6%
|
-0.8%
|
-1.7%
|
-2.5%
|
+6.4%
|
|
LEN
|
Consumer Cyclical |
Keefe, Bruyette & Woods |
Maintains
|
Market Perform
→
Market Perform
|
—
|
$22.2B
|
$97.03
|
-1.1%
|
-2.3%
|
-1.1%
|
-3.4%
|
+3.2%
|
-1.2%
|
|
FTV
|
Technology |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$18.6B
|
$55.84
|
-0.5%
|
-1.8%
|
+1.3%
|
-0.6%
|
+0.3%
|
-0.9%
|
|
CF
|
Basic Materials |
BMO Capital |
Maintains
|
Outperform
→
Outperform
|
—
|
$18.2B
|
$123.29
|
+3.0%
|
+2.8%
|
-0.9%
|
-0.5%
|
-3.8%
|
+5.6%
|
|
CF
|
Basic Materials |
BofA Securities |
Maintains
|
Underperform
→
Underperform
|
—
|
$18.2B
|
$123.29
|
+3.0%
|
+2.8%
|
-0.9%
|
-0.5%
|
-3.8%
|
+5.6%
|
|
CF
|
Basic Materials |
Mizuho |
Downgrade
|
Neutral
→
Underperform
|
—
|
$18.2B
|
$123.29
|
+3.0%
|
+2.8%
|
-0.9%
|
-0.5%
|
-3.8%
|
+5.6%
|
|
PTC
|
Technology |
Rosenblatt |
Maintains
|
Buy
→
Buy
|
—
|
$17.6B
|
$154.12
|
-0.9%
|
-2.6%
|
+0.4%
|
-0.6%
|
-0.4%
|
-4.2%
|
|
DOCN
|
Technology |
Oppenheimer |
Maintains
|
Outperform
→
Outperform
|
—
|
$15.7B
|
$77.59
|
-0.1%
|
+6.3%
|
+3.5%
|
-3.2%
|
+4.1%
|
-1.3%
|