|
SPCX
|
Industrials |
Susquehanna |
Initiates
|
Neutral
|
$170
|
$2.0T
|
$154.60
|
-2.3%
|
+1.0%
|
-1.0%
|
—
|
—
|
—
|
|
HD
|
Consumer Cyclical |
Wolfe Research |
Downgrade
|
Outperform
→
Peer Perform
|
—
|
$325.6B
|
$326.62
|
-0.8%
|
-0.7%
|
+5.7%
|
—
|
—
|
—
|
|
IBM
|
Technology |
JP MorganA |
Upgrade
|
Neutral
→
Overweight
|
$291
|
$239.3B
|
$252.22
|
+3.7%
|
+5.0%
|
-0.7%
|
—
|
—
|
—
|
|
PDD
|
Consumer Cyclical |
Daiwa Securities |
Downgrade
|
Buy
→
Hold
|
$80
|
$109.0B
|
$78.11
|
-1.5%
|
-2.0%
|
-1.1%
|
—
|
—
|
—
|
|
ROST
|
Consumer Cyclical |
Wells Fargo |
Downgrade
|
Overweight
→
Equal Weight
|
$245
|
$76.0B
|
$236.97
|
-1.6%
|
-3.3%
|
-0.2%
|
—
|
—
|
—
|
|
SNPS
|
Technology |
Piper SandlerA |
Upgrade
|
Neutral
→
Overweight
|
$550
|
$75.1B
|
$464.58
|
+0.1%
|
-0.7%
|
+0.5%
|
—
|
—
|
—
|
|
NKE
|
Consumer Cyclical |
Evercore ISI |
Downgrade
|
Outperform
→
In-line
|
$46
|
$63.9B
|
$43.19
|
-1.9%
|
-1.9%
|
-1.3%
|
—
|
—
|
—
|
|
TGT
|
Consumer Defensive |
Wolfe ResearchB |
Upgrade
|
Peer Perform
→
Outperform
|
$162
|
$59.1B
|
$129.73
|
+1.7%
|
+3.4%
|
+5.3%
|
—
|
—
|
—
|
|
JD
|
Consumer Cyclical |
Daiwa Securities |
Downgrade
|
Buy
→
Hold
|
$27
|
$35.2B
|
$27.02
|
-2.6%
|
-3.3%
|
-2.5%
|
—
|
—
|
—
|
|
CNC
|
Healthcare |
RBC Capital Mkts |
Initiates
|
Sector Perform
|
$70
|
$31.4B
|
$63.68
|
-0.1%
|
-0.8%
|
-0.3%
|
—
|
—
|
—
|
|
DXCM
|
Healthcare |
Deutsche Bank |
Initiates
|
Buy
|
$86
|
$28.0B
|
$69.07
|
+1.7%
|
-0.2%
|
+1.2%
|
—
|
—
|
—
|
|
GEHC
|
Healthcare |
RBC Capital Mkts |
Initiates
|
Outperform
|
$80
|
$27.6B
|
$60.64
|
+1.4%
|
+5.1%
|
+1.8%
|
—
|
—
|
—
|
|
DRI
|
Consumer Cyclical |
Evercore ISI |
Downgrade
|
Outperform
→
In-line
|
$230
|
$25.1B
|
$212.00
|
-1.1%
|
-0.7%
|
+1.4%
|
—
|
—
|
—
|
|
SW
|
Consumer Cyclical |
Deutsche Bank |
Initiates
|
Buy
|
$57
|
$24.5B
|
$45.39
|
-1.1%
|
-2.3%
|
+5.0%
|
—
|
—
|
—
|
|
TLN
|
Utilities |
Jefferies |
Reiterates
|
Hold
|
$453
|
$19.9B
|
$438.12
|
-5.7%
|
-6.0%
|
-1.5%
|
—
|
—
|
—
|
|
CDW
|
Technology |
Morgan StanleyB |
Upgrade
|
Equal-Weight
→
Overweight
|
$170
|
$16.3B
|
$123.57
|
+3.1%
|
+5.3%
|
+0.1%
|
—
|
—
|
—
|
|
PR
|
Energy |
Evercore ISI |
Initiates
|
Outperform
|
$25
|
$13.6B
|
$19.00
|
-0.6%
|
+0.9%
|
-2.5%
|
—
|
—
|
—
|
|
FIVE
|
Consumer Cyclical |
Wolfe Research |
Downgrade
|
Outperform
→
Peer Perform
|
—
|
$10.8B
|
$193.45
|
-3.1%
|
-3.9%
|
+1.0%
|
—
|
—
|
—
|
|
MOH
|
Healthcare |
RBC Capital Mkts |
Initiates
|
Sector Perform
|
$216
|
$10.3B
|
$197.42
|
-0.6%
|
-0.4%
|
+2.5%
|
—
|
—
|
—
|
|
PODD
|
Healthcare |
Deutsche Bank |
Initiates
|
Buy
|
$190
|
$10.0B
|
$138.97
|
+2.9%
|
+3.5%
|
+3.5%
|
—
|
—
|
—
|