|
GOOGL
|
Communication Services |
Citigroup |
Maintains
|
Buy
→
Buy
|
—
|
$4.8T
|
$321.31
|
+1.1%
|
+3.6%
|
+4.9%
|
+4.6%
|
+6.3%
|
+5.0%
|
|
AAPL
|
Technology |
BofA Securities |
Maintains
|
Buy
→
Buy
|
—
|
$4.2T
|
$259.20
|
+0.0%
|
-0.1%
|
+2.8%
|
+1.6%
|
+4.3%
|
+5.3%
|
|
MSFT
|
Technology |
Piper Sandler |
Maintains
|
Overweight
→
Overweight
|
—
|
$3.1T
|
$384.37
|
+0.9%
|
+2.3%
|
+7.0%
|
+9.3%
|
+10.0%
|
+8.8%
|
|
MSFT
|
Technology |
Mizuho |
Maintains
|
Outperform
→
Outperform
|
—
|
$3.1T
|
$384.37
|
+0.9%
|
+2.3%
|
+7.0%
|
+9.3%
|
+10.0%
|
+8.8%
|
|
AVGO
|
Technology |
Cantor Fitzgerald |
Maintains
|
Overweight
→
Overweight
|
—
|
$2.0T
|
$379.75
|
-0.5%
|
+0.3%
|
+4.5%
|
+4.9%
|
+7.1%
|
+5.2%
|
|
AVGO
|
Technology |
Bernstein |
Maintains
|
Outperform
→
Outperform
|
—
|
$2.0T
|
$379.75
|
-0.5%
|
+0.3%
|
+4.5%
|
+4.9%
|
+7.1%
|
+5.2%
|
|
AVGO
|
Technology |
Citigroup |
Maintains
|
Buy
→
Buy
|
—
|
$2.0T
|
$379.75
|
-0.5%
|
+0.3%
|
+4.5%
|
+4.9%
|
+7.1%
|
+5.2%
|
|
TSLA
|
Consumer Cyclical |
UBS |
Upgrade
|
Sell
→
Neutral
|
—
|
$1.5T
|
$352.42
|
+1.5%
|
+3.3%
|
+11.2%
|
+10.4%
|
+13.7%
|
+11.4%
|
|
V
|
Financial Services |
Citigroup |
Maintains
|
Buy
→
Buy
|
—
|
$616.1B
|
$309.39
|
-0.3%
|
+0.6%
|
+2.1%
|
+1.8%
|
+2.5%
|
+1.5%
|
|
INTC
|
Technology |
Susquehanna |
Maintains
|
Neutral
→
Neutral
|
—
|
$550.9B
|
$65.18
|
-0.0%
|
-2.1%
|
-0.4%
|
+5.1%
|
+5.1%
|
+0.8%
|
|
MA
|
Financial Services |
Citigroup |
Maintains
|
Buy
→
Buy
|
—
|
$443.4B
|
$508.58
|
-0.1%
|
+0.9%
|
+2.2%
|
+2.0%
|
+2.5%
|
+1.6%
|
|
NFLX
|
Communication Services |
Guggenheim |
Maintains
|
Buy
→
Buy
|
—
|
$371.6B
|
$103.16
|
-0.0%
|
+3.0%
|
+4.4%
|
+4.5%
|
-5.7%
|
-8.1%
|
|
NFLX
|
Communication Services |
KeyBanc Capital Markets |
Maintains
|
Overweight
→
Overweight
|
—
|
$371.6B
|
$103.16
|
-0.0%
|
+3.0%
|
+4.4%
|
+4.5%
|
-5.7%
|
-8.1%
|
|
PG
|
Consumer Defensive |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$340.2B
|
$143.58
|
-0.2%
|
+0.6%
|
-0.1%
|
-0.3%
|
+2.3%
|
+0.6%
|
|
BABA
|
Consumer Cyclical |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$327.2B
|
$128.01
|
+0.4%
|
+2.6%
|
+4.1%
|
+8.3%
|
+10.2%
|
+9.5%
|
|
PLTR
|
Technology |
Mizuho |
Maintains
|
Outperform
→
Outperform
|
—
|
$314.0B
|
$132.37
|
+1.6%
|
+2.5%
|
+7.4%
|
+7.8%
|
+10.6%
|
+10.2%
|
|
GS
|
Financial Services |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$274.6B
|
$890.79
|
+0.4%
|
+2.1%
|
+1.0%
|
+1.0%
|
+3.9%
|
+5.7%
|
|
GS
|
Financial Services |
BofA Securities |
Maintains
|
Buy
→
Buy
|
—
|
$274.6B
|
$890.79
|
+0.4%
|
+2.1%
|
+1.0%
|
+1.0%
|
+3.9%
|
+5.7%
|
|
PEP
|
Consumer Defensive |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$213.6B
|
$155.88
|
-0.9%
|
-0.1%
|
-0.7%
|
+1.6%
|
+1.1%
|
+0.7%
|
|
SNDK
|
Technology |
Evercore ISI |
Upgrade
|
Hold
→
Outperform
|
—
|
$198.3B
|
$952.50
|
+1.2%
|
-0.8%
|
-6.4%
|
-3.5%
|
-3.3%
|
-4.1%
|
|
CRM
|
Technology |
Piper Sandler |
Maintains
|
Overweight
→
Overweight
|
—
|
$177.0B
|
$172.82
|
+1.4%
|
-0.9%
|
+2.8%
|
+4.9%
|
+5.4%
|
+7.8%
|
|
TMO
|
Healthcare |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$176.3B
|
$514.23
|
+0.4%
|
+2.5%
|
+3.4%
|
+0.3%
|
+2.4%
|
+2.3%
|
|
APH
|
Technology |
UBS |
Maintains
|
Buy
→
Buy
|
—
|
$167.9B
|
$145.27
|
+1.8%
|
+2.4%
|
+1.2%
|
+2.5%
|
+4.0%
|
+5.2%
|
|
BKNG
|
Consumer Cyclical |
Wells Fargo |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$132.7B
|
$177.25
|
+0.6%
|
+2.2%
|
+4.8%
|
+4.1%
|
+8.3%
|
+8.3%
|
|
VRT
|
Industrials |
Goldman Sachs |
Maintains
|
Buy
→
Buy
|
—
|
$130.6B
|
$299.96
|
+2.3%
|
+3.5%
|
+0.4%
|
-1.9%
|
+2.5%
|
+4.8%
|
|
CB
|
Financial Services |
BofA Securities |
Maintains
|
Underperform
→
Underperform
|
—
|
$124.6B
|
$329.98
|
-0.8%
|
-1.3%
|
-0.8%
|
-0.5%
|
+0.3%
|
+0.0%
|
|
DHR
|
Healthcare |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$124.3B
|
$195.87
|
-0.1%
|
+1.4%
|
+1.2%
|
-1.1%
|
-0.6%
|
-0.2%
|
|
SBUX
|
Consumer Cyclical |
Citigroup |
Maintains
|
Neutral
→
Neutral
|
—
|
$118.8B
|
$97.48
|
+0.4%
|
+1.0%
|
+0.9%
|
+0.9%
|
+2.6%
|
+1.5%
|
|
PGR
|
Financial Services |
BofA Securities |
Maintains
|
Buy
→
Buy
|
—
|
$114.5B
|
$199.57
|
-0.7%
|
-1.5%
|
+0.8%
|
+2.0%
|
+1.5%
|
+2.1%
|
|
SYK
|
Healthcare |
BTIG |
Maintains
|
Buy
→
Buy
|
—
|
$112.7B
|
$347.24
|
+0.2%
|
-0.4%
|
-1.7%
|
-2.6%
|
-1.1%
|
-2.6%
|
|
NOW
|
Technology |
Mizuho |
Maintains
|
Outperform
→
Outperform
|
—
|
$96.5B
|
$89.06
|
+1.9%
|
-1.4%
|
+5.8%
|
+8.3%
|
+8.5%
|
+12.0%
|
|
NET
|
Technology |
Mizuho |
Maintains
|
Outperform
→
Outperform
|
—
|
$90.8B
|
$184.02
|
+0.5%
|
-2.9%
|
+3.3%
|
+7.3%
|
+9.2%
|
+11.3%
|
|
FDX
|
Industrials |
Stephens & Co. |
Maintains
|
Overweight
→
Overweight
|
—
|
$89.7B
|
$371.89
|
-2.4%
|
-0.5%
|
-1.9%
|
+2.4%
|
+5.5%
|
+5.9%
|
|
FCX
|
Basic Materials |
Scotiabank |
Maintains
|
Sector Outperform
→
Sector Outperform
|
—
|
$87.1B
|
$68.03
|
+0.7%
|
+0.4%
|
+1.0%
|
+0.4%
|
+3.2%
|
+3.2%
|
|
MRSH
|
Financial Services |
BofA Securities |
Maintains
|
Underperform
→
Underperform
|
—
|
$80.0B
|
$173.55
|
-0.6%
|
-0.4%
|
+0.8%
|
+5.2%
|
+1.3%
|
+0.6%
|
|
FTNT
|
Technology |
Mizuho |
Maintains
|
Underperform
→
Underperform
|
—
|
$79.9B
|
$78.74
|
+0.4%
|
-0.1%
|
+1.1%
|
+4.6%
|
+3.9%
|
+4.9%
|
|
RCL
|
Consumer Cyclical |
UBS |
Maintains
|
Buy
→
Buy
|
—
|
$75.3B
|
$282.41
|
+0.8%
|
-0.3%
|
-0.0%
|
-5.8%
|
+1.1%
|
-0.0%
|
|
GM
|
Consumer Cyclical |
Deutsche Bank |
Upgrade
|
Hold
→
Buy
|
—
|
$70.7B
|
$76.83
|
+2.3%
|
+3.4%
|
+1.2%
|
+1.6%
|
+5.8%
|
+4.8%
|
|
GM
|
Consumer Cyclical |
UBS |
Maintains
|
Buy
→
Buy
|
—
|
$70.7B
|
$76.83
|
+2.3%
|
+3.4%
|
+1.2%
|
+1.6%
|
+5.8%
|
+4.8%
|
|
GM
|
Consumer Cyclical |
Goldman Sachs |
Maintains
|
Buy
→
Buy
|
—
|
$70.7B
|
$76.83
|
+2.3%
|
+3.4%
|
+1.2%
|
+1.6%
|
+5.8%
|
+4.8%
|
|
CL
|
Consumer Defensive |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$70.1B
|
$83.98
|
-0.8%
|
+0.2%
|
-0.6%
|
-0.4%
|
+2.2%
|
-0.5%
|
|
HOOD
|
Financial Services |
Bernstein |
Maintains
|
Outperform
→
Outperform
|
—
|
$68.7B
|
$71.67
|
+4.8%
|
+10.4%
|
+21.8%
|
+21.2%
|
+26.6%
|
+27.4%
|
|
CRWV
|
Technology |
Bernstein |
Maintains
|
Underperform
→
Underperform
|
—
|
$67.7B
|
$110.27
|
+4.2%
|
+6.3%
|
+7.6%
|
+8.4%
|
+6.0%
|
+6.5%
|
|
CRWV
|
Technology |
Mizuho |
Maintains
|
Neutral
→
Neutral
|
—
|
$67.7B
|
$110.27
|
+4.2%
|
+6.3%
|
+7.6%
|
+8.4%
|
+6.0%
|
+6.5%
|
|
DDOG
|
Technology |
Mizuho |
Maintains
|
Outperform
→
Outperform
|
—
|
$67.0B
|
$110.08
|
+0.2%
|
+0.4%
|
+10.0%
|
+12.2%
|
+15.0%
|
+17.9%
|
|
TRV
|
Financial Services |
BofA Securities |
Maintains
|
Underperform
→
Underperform
|
—
|
$63.6B
|
$301.31
|
-0.6%
|
-0.6%
|
-0.7%
|
-0.8%
|
-0.2%
|
-0.2%
|
|
BE
|
Industrials |
Jefferies |
Upgrade
|
Underperform
→
Hold
|
—
|
$62.3B
|
$176.67
|
+14.8%
|
+24.0%
|
+21.0%
|
+18.9%
|
+17.7%
|
+23.5%
|
|
BE
|
Industrials |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$62.3B
|
$176.67
|
+14.8%
|
+24.0%
|
+21.0%
|
+18.9%
|
+17.7%
|
+23.5%
|
|
TEL
|
Technology |
Goldman Sachs |
Maintains
|
Buy
→
Buy
|
—
|
$61.3B
|
$234.33
|
+1.0%
|
+1.1%
|
-0.1%
|
+0.9%
|
+5.0%
|
+5.7%
|
|
KEYS
|
Technology |
Goldman Sachs |
Maintains
|
Buy
→
Buy
|
—
|
$60.8B
|
$331.11
|
+0.8%
|
-0.2%
|
-1.8%
|
-0.3%
|
+1.0%
|
+1.2%
|