|
GOOGL
|
Communication Services |
Stifel |
Maintains
|
Buy
→
Buy
|
—
|
$4.7T
|
$119.20
|
+1.2%
|
+0.7%
|
+1.3%
|
+0.6%
|
+5.8%
|
+0.1%
|
|
TSM
|
Technology |
Needham |
Maintains
|
Buy
→
Buy
|
—
|
$2.0T
|
$97.86
|
+0.0%
|
-0.6%
|
+1.0%
|
+2.1%
|
-0.9%
|
-0.1%
|
|
TSLA
|
Consumer Cyclical |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$1.4T
|
$262.90
|
+1.9%
|
-1.1%
|
+3.5%
|
-1.4%
|
-0.4%
|
-3.3%
|
|
LLY
|
Healthcare |
Jefferies |
Maintains
|
Hold
→
Hold
|
—
|
$917.2B
|
$463.82
|
+0.3%
|
-0.4%
|
-0.6%
|
-0.4%
|
-0.9%
|
+0.3%
|
|
LLY
|
Healthcare |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$917.2B
|
$463.82
|
+0.3%
|
-0.4%
|
-0.6%
|
-0.4%
|
-0.9%
|
+0.3%
|
|
JNJ
|
Healthcare |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$558.8B
|
$168.38
|
-0.1%
|
+1.1%
|
+0.5%
|
+0.8%
|
+0.2%
|
+0.6%
|
|
JNJ
|
Healthcare |
JP Morgan |
Maintains
|
Neutral
→
Neutral
|
—
|
$558.8B
|
$168.38
|
-0.1%
|
+1.1%
|
+0.5%
|
+0.8%
|
+0.2%
|
+0.6%
|
|
JNJ
|
Healthcare |
Credit Suisse |
Maintains
|
Neutral
→
Neutral
|
—
|
$558.8B
|
$168.38
|
-0.1%
|
+1.1%
|
+0.5%
|
+0.8%
|
+0.2%
|
+0.6%
|
|
GS
|
Financial Services |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$295.0B
|
$350.86
|
+0.3%
|
+0.3%
|
+2.0%
|
-1.2%
|
+0.8%
|
-0.9%
|
|
AXP
|
Financial Services |
JP Morgan |
Maintains
|
Neutral
→
Neutral
|
—
|
$215.6B
|
$177.11
|
-2.8%
|
-3.9%
|
-1.4%
|
-0.8%
|
+0.8%
|
-2.5%
|
|
SAP
|
Technology |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$210.1B
|
$133.93
|
+1.4%
|
+0.1%
|
-1.2%
|
+0.2%
|
-0.2%
|
+1.3%
|
|
SAP
|
Technology |
JMP Securities |
Maintains
|
Market Outperform
→
Market Outperform
|
—
|
$210.1B
|
$133.93
|
+1.4%
|
+0.1%
|
-1.2%
|
+0.2%
|
-0.2%
|
+1.3%
|
|
SAP
|
Technology |
Oppenheimer |
Maintains
|
Perform
→
Perform
|
—
|
$210.1B
|
$133.93
|
+1.4%
|
+0.1%
|
-1.2%
|
+0.2%
|
-0.2%
|
+1.3%
|
|
MCD
|
Consumer Cyclical |
BTIG |
Maintains
|
Buy
→
Buy
|
—
|
$201.2B
|
$297.13
|
+0.2%
|
-0.5%
|
-0.1%
|
-1.0%
|
-0.2%
|
+1.2%
|
|
MCD
|
Consumer Cyclical |
KeyBanc Capital Markets |
Maintains
|
Overweight
→
Overweight
|
—
|
$201.2B
|
$297.13
|
+0.2%
|
-0.5%
|
-0.1%
|
-1.0%
|
-0.2%
|
+1.2%
|
|
NEE
|
Utilities |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$188.1B
|
$74.10
|
+0.4%
|
+2.4%
|
-0.5%
|
-0.1%
|
-1.4%
|
-1.5%
|
|
ANET
|
Technology |
KeyBanc Capital Markets |
Maintains
|
Overweight
→
Overweight
|
—
|
$179.2B
|
$42.85
|
+1.1%
|
+0.1%
|
+0.0%
|
+1.4%
|
-5.5%
|
-2.1%
|
|
PANW
|
Technology |
KeyBanc Capital Markets |
Maintains
|
Overweight
→
Overweight
|
—
|
$170.3B
|
$121.03
|
+1.0%
|
+0.7%
|
-0.2%
|
-0.2%
|
+0.9%
|
+0.1%
|
|
ISRG
|
Healthcare |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$160.2B
|
$347.66
|
-3.4%
|
-3.2%
|
-3.9%
|
+2.3%
|
-0.5%
|
-1.8%
|
|
ISRG
|
Healthcare |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$160.2B
|
$347.66
|
-3.4%
|
-3.2%
|
-3.9%
|
+2.3%
|
-0.5%
|
-1.8%
|