|
COST
|
Consumer Defensive |
Raymond James |
Maintains
|
Outperform
→
Outperform
|
—
|
$486.8B
|
$375.71
|
+0.2%
|
+0.8%
|
+0.3%
|
+0.6%
|
+0.1%
|
+0.3%
|
|
CSCO
|
Technology |
Credit Suisse |
Maintains
|
Neutral
→
Neutral
|
—
|
$461.3B
|
$38.67
|
+6.5%
|
+7.1%
|
+2.8%
|
-1.6%
|
-1.3%
|
-0.4%
|
|
PLTR
|
Technology |
Morgan Stanley |
Downgrade
|
Overweight
→
Equal Weight
|
—
|
$347.0B
|
$14.58
|
-0.6%
|
+8.4%
|
+0.8%
|
+12.1%
|
+0.3%
|
+6.0%
|
|
AMAT
|
Technology |
Credit Suisse |
Maintains
|
Outperform
→
Outperform
|
—
|
$344.9B
|
$69.80
|
+3.5%
|
+4.3%
|
+2.3%
|
-0.1%
|
+1.8%
|
+2.0%
|
|
AMAT
|
Technology |
KeyBanc |
Maintains
|
Overweight
→
Overweight
|
—
|
$344.9B
|
$69.80
|
+3.5%
|
+4.3%
|
+2.3%
|
-0.1%
|
+1.8%
|
+2.0%
|
|
AMAT
|
Technology |
Needham |
Maintains
|
Buy
→
Buy
|
—
|
$344.9B
|
$69.80
|
+3.5%
|
+4.3%
|
+2.3%
|
-0.1%
|
+1.8%
|
+2.0%
|
|
AMAT
|
Technology |
KeyBanc Capital Markets |
Maintains
|
Overweight
→
Overweight
|
—
|
$344.9B
|
$69.80
|
+3.5%
|
+4.3%
|
+2.3%
|
-0.1%
|
+1.8%
|
+2.0%
|
|
AMAT
|
Technology |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$344.9B
|
$69.80
|
+3.5%
|
+4.3%
|
+2.3%
|
-0.1%
|
+1.8%
|
+2.0%
|
|
AMAT
|
Technology |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$344.9B
|
$69.80
|
+3.5%
|
+4.3%
|
+2.3%
|
-0.1%
|
+1.8%
|
+2.0%
|
|
DIS
|
Communication Services |
BofA Securities |
Maintains
|
Buy
→
Buy
|
—
|
$185.2B
|
$135.52
|
+4.0%
|
+2.1%
|
+4.6%
|
-0.1%
|
-0.4%
|
-1.5%
|
|
DIS
|
Communication Services |
RBC CapitalB |
Upgrade
|
Sector Perform
→
Outperform
|
—
|
$185.2B
|
$135.52
|
+4.0%
|
+2.1%
|
+4.6%
|
-0.1%
|
-0.4%
|
-1.5%
|
|
TJX
|
Consumer Cyclical |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$169.5B
|
$59.40
|
+0.6%
|
+0.4%
|
+2.4%
|
+0.1%
|
+1.9%
|
-1.2%
|
|
WELL
|
Real Estate |
Evercore ISI |
Downgrade
|
Outperform
→
In Line
|
—
|
$148.1B
|
$63.58
|
-1.2%
|
+3.1%
|
+1.3%
|
-0.7%
|
-3.2%
|
+2.1%
|
|
PDD
|
Consumer Cyclical |
KeyBanc Capital Markets |
Maintains
|
Overweight
→
Overweight
|
—
|
$144.3B
|
$134.21
|
+4.9%
|
+12.7%
|
-6.1%
|
-6.8%
|
+0.0%
|
+4.0%
|
|
PDD
|
Consumer Cyclical |
KeyBanc |
Maintains
|
Overweight
→
Overweight
|
—
|
$144.3B
|
$134.21
|
+4.9%
|
+12.7%
|
-6.1%
|
-6.8%
|
+0.0%
|
+4.0%
|
|
PDD
|
Consumer Cyclical |
JP MorganA |
Upgrade
|
Neutral
→
Overweight
|
—
|
$144.3B
|
$134.21
|
+4.9%
|
+12.7%
|
-6.1%
|
-6.8%
|
+0.0%
|
+4.0%
|
|
PDD
|
Consumer Cyclical |
BofA SecuritiesA |
Upgrade
|
Neutral
→
Buy
|
—
|
$144.3B
|
$134.21
|
+4.9%
|
+12.7%
|
-6.1%
|
-6.8%
|
+0.0%
|
+4.0%
|
|
VLO
|
Energy |
Piper Sandler |
Maintains
|
Overweight
→
Overweight
|
—
|
$81.1B
|
$47.28
|
+1.2%
|
+7.7%
|
+9.3%
|
-2.7%
|
-5.4%
|
-0.1%
|
|
ROST
|
Consumer Cyclical |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$68.7B
|
$104.61
|
+1.5%
|
+3.4%
|
+2.5%
|
-0.3%
|
+0.8%
|
-1.0%
|
|
TDG
|
Industrials |
Credit Suisse |
Maintains
|
Outperform
→
Outperform
|
—
|
$68.6B
|
$556.53
|
+0.4%
|
+1.8%
|
+1.3%
|
+0.7%
|
+1.7%
|
+0.5%
|