|
MSFT
|
Technology |
Piper Sandler |
Maintains
|
Overweight
→
Overweight
|
—
|
$3.1T
|
$384.63
|
+0.2%
|
+1.0%
|
+0.5%
|
-0.2%
|
+1.1%
|
+1.2%
|
|
NFLX
|
Communication Services |
Oppenheimer |
Maintains
|
Outperform
→
Outperform
|
—
|
$385.7B
|
$49.22
|
+1.7%
|
+0.0%
|
-2.2%
|
-0.2%
|
+1.0%
|
-0.5%
|
|
BABA
|
Consumer Cyclical |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$324.7B
|
$72.38
|
+0.3%
|
-0.7%
|
-3.3%
|
-0.8%
|
-1.3%
|
+2.0%
|
|
QCOM
|
Technology |
CitigroupC |
Upgrade
|
Neutral
→
Buy
|
—
|
$216.1B
|
$139.03
|
+2.2%
|
+0.8%
|
+0.7%
|
-1.3%
|
+4.3%
|
+4.6%
|
|
PANW
|
Technology |
Cantor Fitzgerald |
Maintains
|
Overweight
→
Overweight
|
—
|
$170.3B
|
$161.75
|
+0.3%
|
+0.5%
|
+2.1%
|
-0.6%
|
+1.7%
|
+0.6%
|
|
BUD
|
Consumer Defensive |
Exane BNP Paribas |
Downgrade
|
Outperform
→
Neutral
|
—
|
$163.7B
|
$65.14
|
-0.1%
|
-0.1%
|
-2.2%
|
-1.4%
|
-0.0%
|
+0.5%
|
|
ISRG
|
Healthcare |
RBC Capital |
Maintains
|
Outperform
→
Outperform
|
—
|
$160.2B
|
$362.31
|
+0.7%
|
+0.4%
|
-0.4%
|
-1.0%
|
+3.6%
|
+0.8%
|
|
CRWD
|
Technology |
Cantor Fitzgerald |
Maintains
|
Overweight
→
Overweight
|
—
|
$159.2B
|
$284.52
|
+0.9%
|
-0.4%
|
+1.0%
|
-3.5%
|
+2.5%
|
+2.6%
|
|
UBER
|
Technology |
Goldman Sachs |
Maintains
|
Buy
→
Buy
|
—
|
$157.0B
|
$63.47
|
-0.4%
|
-0.4%
|
+0.7%
|
-0.8%
|
+2.8%
|
+0.4%
|
|
MRVL
|
Technology |
Citigroup |
Maintains
|
Buy
→
Buy
|
—
|
$153.3B
|
$65.87
|
+0.0%
|
-0.3%
|
-0.2%
|
-0.2%
|
+4.4%
|
+4.2%
|
|
SYK
|
Healthcare |
RBC Capital |
Maintains
|
Outperform
→
Outperform
|
—
|
$121.4B
|
$308.99
|
+1.0%
|
+1.3%
|
+0.4%
|
-0.2%
|
+0.3%
|
+0.1%
|
|
VRTX
|
Healthcare |
Cantor Fitzgerald |
Maintains
|
Overweight
→
Overweight
|
—
|
$112.1B
|
$430.08
|
+0.6%
|
+0.8%
|
+0.9%
|
-0.9%
|
-0.2%
|
+0.5%
|
|
MDT
|
Healthcare |
RBC Capital |
Maintains
|
Sector Perform
→
Sector Perform
|
—
|
$101.4B
|
$87.09
|
+0.6%
|
+0.4%
|
-1.0%
|
-0.6%
|
+0.3%
|
+0.2%
|
|
WM
|
Industrials |
Oppenheimer |
Maintains
|
Outperform
→
Outperform
|
—
|
$89.9B
|
$179.22
|
+0.4%
|
+1.2%
|
-0.3%
|
+0.4%
|
+1.1%
|
+0.5%
|
|
ICE
|
Financial Services |
Citigroup |
Maintains
|
Buy
→
Buy
|
—
|
$89.1B
|
$126.77
|
+0.4%
|
+0.1%
|
-0.7%
|
-0.2%
|
+0.6%
|
-0.1%
|
|
JCI
|
Industrials |
RBC Capital |
Downgrade
|
Sector Perform
→
Underperform
|
—
|
$88.6B
|
$57.79
|
+0.1%
|
-2.5%
|
-7.0%
|
+3.5%
|
-1.0%
|
+1.0%
|
|
CIEN
|
Technology |
Evercore ISIC |
Upgrade
|
In Line
→
Outperform
|
—
|
$78.7B
|
$48.38
|
+3.1%
|
+2.8%
|
+1.7%
|
+0.2%
|
+1.3%
|
+2.3%
|
|
REGN
|
Healthcare |
RBC CapitalB |
Upgrade
|
Sector Perform
→
Outperform
|
—
|
$68.5B
|
$915.97
|
+1.0%
|
+1.9%
|
+0.4%
|
-0.9%
|
+0.1%
|
+0.4%
|
|
BE
|
Industrials |
RBC Capital |
Maintains
|
Outperform
→
Outperform
|
—
|
$67.9B
|
$12.97
|
+1.4%
|
-1.9%
|
-6.9%
|
-5.0%
|
+0.1%
|
+1.2%
|
|
RSG
|
Industrials |
Oppenheimer |
Maintains
|
Outperform
→
Outperform
|
—
|
$67.0B
|
$163.93
|
+0.3%
|
+1.3%
|
-0.3%
|
+0.3%
|
+0.9%
|
+0.6%
|