|
AVGO
|
Technology |
Susquehanna |
Reiterates
|
Positive
|
$490
|
$2.0T
|
$421.86
|
-0.2%
|
+1.1%
|
+4.7%
|
+3.0%
|
+4.7%
|
-0.5%
|
|
MU
|
Technology |
DA Davidson |
Reiterates
|
Buy
|
$1500
|
$1.0T
|
$928.41
|
+0.2%
|
-0.5%
|
+5.1%
|
+6.6%
|
+2.8%
|
+1.5%
|
|
MRVL
|
Technology |
Needham |
Reiterates
|
Buy
|
$270
|
$172.8B
|
$198.70
|
+0.0%
|
+3.1%
|
+0.1%
|
+7.0%
|
+32.5%
|
+3.7%
|
|
PDD
|
Consumer Cyclical |
Macquarie |
Downgrade
|
Outperform
→
Neutral
|
$87
|
$123.3B
|
$86.61
|
-2.7%
|
-4.1%
|
+1.7%
|
+3.3%
|
+1.1%
|
-3.2%
|
|
PDD
|
Consumer Cyclical |
Barclays |
Downgrade
|
Overweight
→
Equal Weight
|
$89
|
$123.3B
|
$86.61
|
-2.7%
|
-4.1%
|
+1.7%
|
+3.3%
|
+1.1%
|
-3.2%
|
|
PWR
|
Industrials |
OppenheimerA |
Upgrade
|
Perform
→
Outperform
|
$800
|
$110.1B
|
$733.62
|
+0.6%
|
-0.5%
|
-2.5%
|
-3.4%
|
+2.7%
|
+1.4%
|
|
BSX
|
Healthcare |
Wells Fargo |
Downgrade
|
Overweight
→
Equal Weight
|
$55
|
$75.0B
|
$50.46
|
-0.6%
|
-2.7%
|
-1.6%
|
-0.7%
|
-0.6%
|
+0.0%
|
|
FIX
|
Industrials |
Oppenheimer |
Initiates
|
Outperform
|
$2200
|
$65.8B
|
$1867.09
|
-0.0%
|
-0.6%
|
-1.5%
|
-2.2%
|
+5.3%
|
-1.8%
|
|
SNOW
|
Technology |
Monness Crespi & Hardt |
Reiterates
|
Buy
|
$320
|
$59.1B
|
$175.26
|
+35.2%
|
+36.5%
|
+6.8%
|
+9.6%
|
-6.8%
|
-7.6%
|
|
D
|
Utilities |
JefferiesA+ |
Upgrade
|
Hold
→
Buy
|
$76
|
$59.1B
|
$67.20
|
+1.0%
|
+0.3%
|
-0.7%
|
-3.5%
|
+2.9%
|
-1.5%
|
|
UMC
|
Technology |
BNP Paribas Exane |
Downgrade
|
Neutral
→
Underperform
|
—
|
$55.4B
|
$22.22
|
+0.7%
|
+2.1%
|
-2.2%
|
+3.2%
|
-1.9%
|
-4.6%
|
|
EA
|
Communication Services |
Argus |
Downgrade
|
Buy
→
Hold
|
—
|
$50.3B
|
$200.68
|
-0.1%
|
+0.2%
|
+0.3%
|
+0.1%
|
+0.0%
|
+0.3%
|
|
EME
|
Industrials |
Oppenheimer |
Initiates
|
Outperform
|
$1100
|
$38.1B
|
$855.26
|
+0.1%
|
-0.8%
|
-2.5%
|
+0.5%
|
-0.4%
|
+1.5%
|
|
VMC
|
Basic Materials |
Oppenheimer |
Initiates
|
Perform
|
—
|
$35.8B
|
$275.65
|
-0.4%
|
+0.4%
|
+2.2%
|
-0.5%
|
+0.1%
|
+1.2%
|
|
MLM
|
Basic Materials |
Oppenheimer |
Initiates
|
Perform
|
—
|
$34.5B
|
$574.39
|
-0.8%
|
+0.1%
|
+1.1%
|
-1.8%
|
+1.0%
|
+1.1%
|
|
A
|
Healthcare |
BofA SecuritiesA |
Upgrade
|
Neutral
→
Buy
|
$145
|
$32.7B
|
$115.84
|
+14.8%
|
+16.9%
|
+0.1%
|
+0.3%
|
-0.7%
|
+1.7%
|
|
STRL
|
Industrials |
Oppenheimer |
Initiates
|
Outperform
|
$950
|
$24.0B
|
$782.12
|
-0.0%
|
+7.8%
|
+2.1%
|
-1.8%
|
+3.6%
|
+9.3%
|
|
LYB
|
Basic Materials |
Wells FargoB |
Upgrade
|
Equal Weight
→
Overweight
|
$98
|
$21.8B
|
$67.67
|
+1.8%
|
+1.0%
|
-2.5%
|
+0.7%
|
+0.3%
|
-0.0%
|
|
OMC
|
Communication Services |
Rothschild & Co Redburn |
Reiterates
|
Neutral
|
$89
|
$21.3B
|
$74.85
|
-1.4%
|
-1.0%
|
-1.9%
|
+4.5%
|
-1.0%
|
-2.0%
|
|
RBA
|
Industrials |
Barclays |
Initiates
|
Overweight
|
$124
|
$19.4B
|
$103.94
|
-0.2%
|
+1.9%
|
+0.4%
|
-1.0%
|
-0.4%
|
-2.5%
|