|
GOOGL
|
Communication Services |
Wolfe Research |
Maintains
|
Outperform
→
Outperform
|
—
|
$4.7T
|
$189.43
|
+1.0%
|
+1.2%
|
+2.6%
|
-0.7%
|
-0.8%
|
-1.0%
|
|
AMZN
|
Consumer Cyclical |
Wolfe Research |
Maintains
|
Outperform
→
Outperform
|
—
|
$2.9T
|
$220.22
|
+1.0%
|
+1.8%
|
+1.5%
|
-2.4%
|
+0.0%
|
-1.4%
|
|
META
|
Communication Services |
Wolfe Research |
Maintains
|
Outperform
→
Outperform
|
—
|
$1.6T
|
$599.24
|
+0.9%
|
+0.9%
|
+4.2%
|
-2.0%
|
-1.2%
|
+0.8%
|
|
SHEL
|
Energy |
Wolfe ResearchB |
Upgrade
|
Peer Perform
→
Outperform
|
—
|
$263.1B
|
$63.10
|
+2.1%
|
+2.3%
|
+0.4%
|
+1.8%
|
-1.8%
|
+0.3%
|
|
UBER
|
Technology |
Wolfe Research |
Maintains
|
Outperform
→
Outperform
|
—
|
$157.0B
|
$63.17
|
+0.8%
|
+2.2%
|
+2.7%
|
-0.2%
|
-1.9%
|
+1.6%
|
|
BK
|
Financial Services |
Wolfe Research |
Downgrade
|
Outperform
→
Peer Perform
|
—
|
$96.7B
|
$77.41
|
-0.5%
|
-0.6%
|
+1.3%
|
+0.1%
|
-0.0%
|
-3.2%
|
|
EOG
|
Energy |
Wolfe ResearchB |
Upgrade
|
Peer Perform
→
Outperform
|
—
|
$77.8B
|
$124.71
|
+0.7%
|
+1.5%
|
-0.1%
|
+0.9%
|
+0.7%
|
+2.3%
|
|
PSX
|
Energy |
Wolfe ResearchB |
Upgrade
|
Peer Perform
→
Outperform
|
—
|
$74.4B
|
$114.41
|
+0.9%
|
+1.5%
|
-0.8%
|
+0.0%
|
+0.9%
|
-2.0%
|
|
IMO
|
Energy |
Wolfe Research |
Downgrade
|
Outperform
→
Peer Perform
|
—
|
$69.4B
|
$62.52
|
-0.1%
|
-0.2%
|
+1.2%
|
+4.3%
|
+0.7%
|
+0.8%
|
|
DASH
|
Communication Services |
Wolfe Research |
Maintains
|
Outperform
→
Outperform
|
—
|
$68.0B
|
$170.65
|
+1.1%
|
+2.5%
|
+0.0%
|
-2.9%
|
+2.2%
|
-2.1%
|
|
DVN
|
Energy |
Wolfe ResearchB |
Upgrade
|
Peer Perform
→
Outperform
|
—
|
$31.3B
|
$33.40
|
+0.9%
|
+1.6%
|
-0.5%
|
+2.8%
|
+1.3%
|
+2.4%
|
|
CG
|
Financial Services |
Wolfe ResearchB |
Upgrade
|
Peer Perform
→
Outperform
|
—
|
$16.8B
|
$50.73
|
+1.7%
|
+2.2%
|
+1.7%
|
-2.2%
|
+1.5%
|
-3.8%
|
|
RRC
|
Energy |
Wolfe ResearchB |
Upgrade
|
Peer Perform
→
Outperform
|
—
|
$10.3B
|
$36.05
|
+0.6%
|
-0.4%
|
+2.5%
|
-0.1%
|
+2.0%
|
+1.7%
|
|
TTD
|
Technology |
Wolfe Research |
Maintains
|
Outperform
→
Outperform
|
—
|
$10.2B
|
$117.73
|
+1.1%
|
+3.5%
|
+3.9%
|
-4.1%
|
+0.1%
|
-2.2%
|
|
CHRD
|
Energy |
Wolfe ResearchB |
Upgrade
|
Peer Perform
→
Outperform
|
—
|
$8.7B
|
$118.89
|
+0.5%
|
+1.7%
|
+1.0%
|
+0.5%
|
-0.2%
|
+1.0%
|
|
CHWY
|
Consumer Cyclical |
Wolfe ResearchB |
Upgrade
|
Peer Perform
→
Outperform
|
—
|
$8.4B
|
$33.87
|
+2.7%
|
+6.2%
|
+3.1%
|
-3.5%
|
+1.2%
|
+0.3%
|
|
MTDR
|
Energy |
Wolfe ResearchB |
Upgrade
|
Peer Perform
→
Outperform
|
—
|
$7.7B
|
$58.08
|
+0.7%
|
+1.7%
|
-1.2%
|
+2.3%
|
+0.6%
|
+1.9%
|
|
LAZ
|
Financial Services |
Wolfe Research |
Downgrade
|
Outperform
→
Peer Perform
|
—
|
$4.8B
|
$50.74
|
-0.4%
|
-2.5%
|
+2.0%
|
-0.5%
|
-0.4%
|
-5.4%
|
|
IMVT
|
Healthcare |
Wolfe Research |
Downgrade
|
Outperform
→
Peer Perform
|
—
|
$4.0B
|
$25.19
|
-2.7%
|
-1.5%
|
-0.7%
|
+0.0%
|
-4.1%
|
-0.6%
|
|
GPOR
|
Energy |
Wolfe ResearchB |
Upgrade
|
Peer Perform
→
Outperform
|
—
|
$3.5B
|
$183.90
|
+2.3%
|
+0.3%
|
+0.2%
|
+0.7%
|
+0.9%
|
+0.1%
|