|
NVDA
|
Technology |
Mizuho |
Maintains
|
Outperform
→
Outperform
|
—
|
$5.1T
|
$185.04
|
+0.0%
|
-0.1%
|
+0.0%
|
+0.5%
|
-1.4%
|
+2.1%
|
|
GOOGL
|
Communication Services |
Mizuho |
Maintains
|
Outperform
→
Outperform
|
—
|
$4.8T
|
$325.44
|
+0.5%
|
+1.0%
|
+1.0%
|
+1.2%
|
-0.0%
|
-0.9%
|
|
GOOG
|
Communication Services |
Scotiabank |
Maintains
|
Sector Outperform
→
Sector Outperform
|
—
|
$4.8T
|
$326.01
|
+0.5%
|
+1.0%
|
+1.1%
|
+1.1%
|
-0.0%
|
-0.9%
|
|
AAPL
|
Technology |
Evercore ISI |
Maintains
|
Outperform
→
Outperform
|
—
|
$4.2T
|
$259.04
|
+0.0%
|
+0.1%
|
+0.3%
|
+0.3%
|
-0.4%
|
-0.7%
|
|
AVGO
|
Technology |
Mizuho |
Maintains
|
Outperform
→
Outperform
|
—
|
$2.0T
|
$332.48
|
+1.6%
|
+3.8%
|
+2.1%
|
+0.7%
|
-4.2%
|
+0.9%
|
|
MU
|
Technology |
Mizuho |
Maintains
|
Outperform
→
Outperform
|
—
|
$729.3B
|
$327.02
|
+1.8%
|
+5.5%
|
+0.2%
|
-2.2%
|
-1.4%
|
+1.0%
|
|
JNJ
|
Healthcare |
Bernstein |
Maintains
|
Market Perform
→
Market Perform
|
—
|
$535.5B
|
$205.75
|
+0.1%
|
-0.7%
|
+2.6%
|
+1.9%
|
+2.3%
|
+0.5%
|
|
LRCX
|
Technology |
Mizuho |
Maintains
|
Outperform
→
Outperform
|
—
|
$358.4B
|
$200.96
|
+1.8%
|
+8.7%
|
+0.9%
|
-2.7%
|
-2.6%
|
+4.2%
|
|
GEV
|
Utilities |
Baird |
Downgrade
|
Outperform
→
Neutral
|
—
|
$281.0B
|
$628.40
|
+0.6%
|
-0.9%
|
+2.8%
|
+1.9%
|
-1.2%
|
-0.3%
|
|
QCOM
|
Technology |
Mizuho |
Downgrade
|
Outperform
→
Neutral
|
—
|
$213.6B
|
$181.87
|
-2.1%
|
-2.2%
|
-4.8%
|
-2.4%
|
-0.5%
|
-1.9%
|
|
MCD
|
Consumer Cyclical |
KeyBanc Capital Markets |
Maintains
|
Overweight
→
Overweight
|
—
|
$201.7B
|
$308.88
|
+0.1%
|
-0.5%
|
-0.2%
|
+0.9%
|
-0.4%
|
+0.2%
|
|
SNDK
|
Technology |
Mizuho |
Maintains
|
Outperform
→
Outperform
|
—
|
$198.3B
|
$334.54
|
+2.1%
|
+12.8%
|
+3.1%
|
+0.1%
|
-0.5%
|
+5.5%
|
|
TMO
|
Healthcare |
Stifel |
Maintains
|
Buy
→
Buy
|
—
|
$176.3B
|
$606.50
|
+0.3%
|
+2.0%
|
-0.6%
|
-1.4%
|
+2.4%
|
+0.5%
|
|
ISRG
|
Healthcare |
Bernstein |
Maintains
|
Outperform
→
Outperform
|
—
|
$160.6B
|
$585.08
|
+0.4%
|
+0.2%
|
-2.3%
|
-1.9%
|
-2.7%
|
-1.0%
|
|
ABT
|
Healthcare |
Bernstein |
Maintains
|
Outperform
→
Outperform
|
—
|
$151.5B
|
$126.18
|
+0.2%
|
-0.2%
|
-1.0%
|
-0.3%
|
+0.6%
|
-1.2%
|
|
BX
|
Financial Services |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$146.9B
|
$155.30
|
+0.4%
|
+1.5%
|
-0.7%
|
-0.8%
|
+2.2%
|
+1.3%
|
|
BKNG
|
Consumer Cyclical |
Wells Fargo |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$132.7B
|
$217.80
|
-0.6%
|
+0.9%
|
-1.8%
|
-1.4%
|
-2.4%
|
+0.1%
|
|
CRWD
|
Technology |
Berenberg |
Upgrade
|
Hold
→
Buy
|
—
|
$128.3B
|
$463.87
|
+1.8%
|
+1.5%
|
-0.8%
|
+0.2%
|
-1.6%
|
-1.2%
|
|
SBUX
|
Consumer Cyclical |
Mizuho |
Maintains
|
Neutral
→
Neutral
|
—
|
$118.8B
|
$88.18
|
+0.2%
|
+0.8%
|
+1.2%
|
+0.7%
|
+0.7%
|
+2.3%
|
|
LMT
|
Industrials |
Truist |
Upgrade
|
Hold
→
Buy
|
—
|
$118.1B
|
$518.44
|
+1.4%
|
+4.7%
|
+1.5%
|
+1.3%
|
+2.6%
|
+0.9%
|
|
MO
|
Consumer Defensive |
UBS |
Upgrade
|
Neutral
→
Buy
|
—
|
$115.3B
|
$55.90
|
+1.6%
|
+2.9%
|
+1.8%
|
+2.8%
|
+2.2%
|
+0.2%
|
|
BMY
|
Healthcare |
Scotiabank |
Maintains
|
Sector Perform
→
Sector Perform
|
—
|
$114.8B
|
$55.90
|
-0.3%
|
-0.1%
|
-0.2%
|
+0.3%
|
+2.0%
|
-0.7%
|
|
SYK
|
Healthcare |
Bernstein |
Maintains
|
Outperform
→
Outperform
|
—
|
$112.7B
|
$367.21
|
+0.2%
|
+0.1%
|
-1.7%
|
-1.5%
|
+1.0%
|
+0.9%
|
|
ADBE
|
Technology |
BMO Capital |
Downgrade
|
Outperform
→
Market Perform
|
—
|
$103.7B
|
$339.04
|
-0.9%
|
-1.5%
|
-1.9%
|
-5.4%
|
-1.8%
|
-0.1%
|
|
MDT
|
Healthcare |
Bernstein |
Maintains
|
Outperform
→
Outperform
|
—
|
$100.1B
|
$98.69
|
+0.3%
|
-1.2%
|
-0.6%
|
-0.5%
|
+2.4%
|
+0.3%
|
|
NOW
|
Technology |
Stifel |
Maintains
|
Buy
→
Buy
|
—
|
$96.5B
|
$146.19
|
+0.8%
|
-3.0%
|
+0.6%
|
-3.1%
|
-2.6%
|
-2.6%
|
|
MAR
|
Consumer Cyclical |
BMO Capital |
Upgrade
|
Market Perform
→
Outperform
|
—
|
$93.3B
|
$324.91
|
+0.6%
|
+1.0%
|
-1.5%
|
-0.1%
|
-1.0%
|
+1.9%
|
|
FDX
|
Industrials |
Bernstein |
Maintains
|
Market Perform
→
Market Perform
|
—
|
$89.7B
|
$309.01
|
+1.6%
|
+1.1%
|
-0.1%
|
-0.7%
|
+1.3%
|
-0.1%
|
|
KKR
|
Financial Services |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$89.4B
|
$133.64
|
+0.7%
|
+0.8%
|
-0.5%
|
-2.9%
|
+1.5%
|
-0.6%
|
|
WMB
|
Energy |
Jefferies |
Maintains
|
Buy
→
Buy
|
—
|
$89.2B
|
$61.15
|
+0.1%
|
-1.4%
|
-1.3%
|
+1.6%
|
+0.4%
|
-0.7%
|
|
WM
|
Industrials |
UBS |
Upgrade
|
Neutral
→
Buy
|
—
|
$88.9B
|
$217.86
|
+0.8%
|
+1.4%
|
-1.1%
|
-1.1%
|
+1.2%
|
+0.5%
|
|
SPOT
|
Communication Services |
UBS |
Maintains
|
Buy
→
Buy
|
—
|
$88.0B
|
$553.68
|
-0.0%
|
-2.6%
|
-1.7%
|
+0.9%
|
-1.1%
|
-3.9%
|
|
UPS
|
Industrials |
Bernstein |
Maintains
|
Outperform
→
Outperform
|
—
|
$85.1B
|
$106.97
|
+1.4%
|
+1.0%
|
-0.0%
|
-1.3%
|
+0.8%
|
+1.1%
|
|
ABNB
|
Consumer Cyclical |
Wells Fargo |
Upgrade
|
Underweight
→
Equal Weight
|
—
|
$84.1B
|
$138.66
|
+1.0%
|
+0.4%
|
-0.5%
|
+1.1%
|
-5.2%
|
-0.1%
|
|
ABNB
|
Consumer Cyclical |
Barclays |
Upgrade
|
Underweight
→
Equal Weight
|
—
|
$84.1B
|
$138.66
|
+1.0%
|
+0.4%
|
-0.5%
|
+1.1%
|
-5.2%
|
-0.1%
|
|
AMT
|
Real Estate |
BMO Capital |
Downgrade
|
Outperform
→
Market Perform
|
—
|
$83.7B
|
$170.33
|
-0.5%
|
-1.1%
|
+1.8%
|
+1.4%
|
+2.0%
|
+2.3%
|
|
NOC
|
Industrials |
Truist |
Downgrade
|
Buy
→
Hold
|
—
|
$78.4B
|
$590.79
|
-0.0%
|
+4.7%
|
+1.7%
|
-0.6%
|
+4.4%
|
+0.2%
|
|
APO
|
Financial Services |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$73.7B
|
$146.19
|
+0.8%
|
-0.3%
|
-1.3%
|
-0.5%
|
+0.6%
|
+0.1%
|
|
LITE
|
Technology |
Mizuho |
Maintains
|
Outperform
→
Outperform
|
—
|
$63.7B
|
$348.26
|
-4.0%
|
+0.9%
|
-3.3%
|
+6.3%
|
-8.2%
|
+3.5%
|
|
RACE
|
Consumer Cyclical |
UBS |
Maintains
|
Buy
→
Buy
|
—
|
$59.6B
|
$370.85
|
+2.4%
|
+1.4%
|
+0.3%
|
-4.5%
|
-1.9%
|
+0.3%
|
|
MCHP
|
Technology |
Mizuho |
Maintains
|
Outperform
→
Outperform
|
—
|
$55.0B
|
$73.53
|
+0.7%
|
+2.3%
|
-2.4%
|
+0.9%
|
+0.8%
|
-0.3%
|
|
NUE
|
Basic Materials |
Morgan Stanley |
Downgrade
|
Overweight
→
Equal Weight
|
—
|
$51.6B
|
$167.88
|
-0.7%
|
-2.4%
|
+1.3%
|
+2.1%
|
+1.7%
|
+1.5%
|
|
INFY
|
Technology |
TD Cowen |
Maintains
|
Hold
→
Hold
|
—
|
$51.0B
|
$18.04
|
+0.2%
|
-1.2%
|
-0.2%
|
-1.6%
|
+10.4%
|
-2.7%
|
|
DAL
|
Industrials |
Susquehanna |
Maintains
|
Positive
→
Positive
|
—
|
$48.0B
|
$71.29
|
+0.8%
|
+1.4%
|
-1.8%
|
-2.4%
|
-1.2%
|
+4.2%
|
|
EW
|
Healthcare |
TD Cowen |
Upgrade
|
Hold
→
Buy
|
—
|
$47.7B
|
$84.58
|
+0.8%
|
+0.7%
|
-2.5%
|
+1.0%
|
-0.9%
|
+1.7%
|
|
WAB
|
Industrials |
Citigroup |
Maintains
|
Buy
→
Buy
|
—
|
$45.1B
|
$222.44
|
+0.4%
|
+0.9%
|
+0.9%
|
+0.4%
|
-0.3%
|
+0.8%
|
|
CAH
|
Healthcare |
Citigroup |
Upgrade
|
Neutral
→
Buy
|
—
|
$43.6B
|
$202.49
|
+0.6%
|
-0.7%
|
+0.7%
|
+2.8%
|
+2.5%
|
-0.0%
|
|
CMG
|
Consumer Cyclical |
Mizuho |
Maintains
|
Neutral
→
Neutral
|
—
|
$42.7B
|
$39.18
|
+1.4%
|
+2.4%
|
+0.6%
|
-2.3%
|
+3.0%
|
-0.6%
|
|
ODFL
|
Industrials |
TD Cowen |
Maintains
|
Hold
→
Hold
|
—
|
$41.3B
|
$171.07
|
+0.3%
|
+1.2%
|
+0.3%
|
-1.1%
|
+1.1%
|
+2.7%
|
|
ARES
|
Financial Services |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$40.4B
|
$175.75
|
+0.6%
|
+0.1%
|
-0.9%
|
-2.9%
|
+0.4%
|
-0.2%
|