|
INTC
|
Technology |
TD Cowen |
Maintains
|
Market Perform
→
Market Perform
|
—
|
$538.0B
|
$34.55
|
+6.4%
|
+6.6%
|
-2.9%
|
+0.1%
|
-3.9%
|
+1.4%
|
|
KLAC
|
Technology |
TD Cowen |
Maintains
|
Market Perform
→
Market Perform
|
—
|
$232.8B
|
$482.35
|
+3.7%
|
+5.9%
|
+0.6%
|
+0.1%
|
-2.9%
|
+0.6%
|
|
TMUS
|
Communication Services |
TD Cowen |
Maintains
|
Outperform
→
Outperform
|
—
|
$218.8B
|
$139.88
|
-0.7%
|
+0.7%
|
-2.2%
|
-0.4%
|
-1.1%
|
-0.3%
|
|
CMCSA
|
Communication Services |
TD Cowen |
Maintains
|
Outperform
→
Outperform
|
—
|
$90.2B
|
$45.35
|
+1.1%
|
-0.3%
|
+0.1%
|
+0.1%
|
-0.5%
|
+0.2%
|
|
NSC
|
Industrials |
TD Cowen |
Maintains
|
Outperform
→
Outperform
|
—
|
$71.5B
|
$235.34
|
+0.4%
|
+0.6%
|
-1.3%
|
+0.2%
|
-1.6%
|
-1.3%
|
|
STM
|
Technology |
TD Cowen |
Maintains
|
Outperform
→
Outperform
|
—
|
$56.5B
|
$54.23
|
-0.6%
|
-1.4%
|
+0.4%
|
-0.1%
|
-2.9%
|
-1.5%
|
|
WAB
|
Industrials |
TD Cowen |
Downgrade
|
Outperform
→
Market Perform
|
—
|
$43.7B
|
$117.42
|
+1.0%
|
+1.0%
|
-0.1%
|
+0.6%
|
-1.4%
|
-0.8%
|
|
CLS
|
Technology |
TD CowenA |
Upgrade
|
Hold
→
Buy
|
—
|
$39.4B
|
$18.01
|
+7.8%
|
+15.0%
|
+6.1%
|
-2.7%
|
-2.3%
|
+0.8%
|
|
LYV
|
Communication Services |
TD Cowen |
Maintains
|
Outperform
→
Outperform
|
—
|
$37.8B
|
$96.93
|
+1.9%
|
-7.8%
|
-1.8%
|
-0.7%
|
-1.3%
|
+0.3%
|
|
FSLR
|
Energy |
TD Cowen |
Maintains
|
Outperform
→
Outperform
|
—
|
$23.8B
|
$198.80
|
+12.5%
|
+4.8%
|
-0.5%
|
-2.3%
|
-4.1%
|
+1.0%
|
|
LUV
|
Industrials |
TD Cowen |
Maintains
|
Outperform
→
Outperform
|
—
|
$20.8B
|
$33.02
|
-0.8%
|
+2.1%
|
+1.4%
|
-2.1%
|
-0.2%
|
-3.3%
|
|
LII
|
Industrials |
TD Cowen |
Maintains
|
Outperform
→
Outperform
|
—
|
$16.9B
|
$356.46
|
+1.2%
|
+1.9%
|
+1.1%
|
+2.1%
|
-0.6%
|
+0.2%
|
|
MBLY
|
Consumer Cyclical |
TD Cowen |
Maintains
|
Outperform
→
Outperform
|
—
|
$7.9B
|
$38.01
|
+1.6%
|
-0.9%
|
+1.4%
|
+0.2%
|
-2.8%
|
+1.0%
|
|
ENPH
|
Energy |
TD Cowen |
Maintains
|
Outperform
→
Outperform
|
—
|
$6.3B
|
$166.80
|
-10.1%
|
-7.5%
|
-1.6%
|
-1.0%
|
-6.4%
|
-0.2%
|
|
EXLS
|
Technology |
TD Cowen |
Maintains
|
Outperform
→
Outperform
|
—
|
$4.7B
|
$29.05
|
+1.3%
|
-1.8%
|
-1.2%
|
+0.1%
|
-1.5%
|
-0.1%
|
|
UCTT
|
Technology |
TD Cowen |
Maintains
|
Outperform
→
Outperform
|
—
|
$3.5B
|
$36.15
|
+9.0%
|
-0.1%
|
+5.5%
|
-2.9%
|
-2.9%
|
+0.2%
|
|
SG
|
Consumer Cyclical |
TD Cowen |
Maintains
|
Market Perform
→
Market Perform
|
—
|
$1.0B
|
$15.45
|
-7.0%
|
-8.7%
|
+6.9%
|
-4.2%
|
+2.4%
|
-1.9%
|