|
GOOGL
|
Communication Services |
BMO Capital |
Maintains
|
Outperform
→
Outperform
|
—
|
$4.7T
|
$308.22
|
-1.1%
|
-0.5%
|
-3.2%
|
+1.9%
|
+1.6%
|
+0.9%
|
|
AMZN
|
Consumer Cyclical |
BMO Capital |
Maintains
|
Outperform
→
Outperform
|
—
|
$2.9T
|
$222.54
|
+0.2%
|
+0.0%
|
-0.6%
|
+2.5%
|
+0.3%
|
+0.5%
|
|
WMT
|
Consumer Defensive |
Evercore ISI |
Maintains
|
Outperform
→
Outperform
|
—
|
$1.1T
|
$116.79
|
-0.2%
|
-1.2%
|
+0.2%
|
-0.7%
|
-0.4%
|
-1.5%
|
|
MU
|
Technology |
Needham |
Maintains
|
Buy
→
Buy
|
—
|
$786.1B
|
$237.50
|
-0.7%
|
-2.1%
|
-3.0%
|
+10.2%
|
+7.0%
|
+4.0%
|
|
AMD
|
Technology |
Cantor Fitzgerald |
Maintains
|
Overweight
→
Overweight
|
—
|
$732.2B
|
$207.58
|
-0.3%
|
+0.8%
|
-5.3%
|
+1.5%
|
+6.2%
|
+0.7%
|
|
GEV
|
Utilities |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$279.3B
|
$681.35
|
+0.8%
|
+0.7%
|
-10.5%
|
+4.1%
|
+2.9%
|
+0.5%
|
|
GEV
|
Utilities |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$279.3B
|
$681.35
|
+0.8%
|
+0.7%
|
-10.5%
|
+4.1%
|
+2.9%
|
+0.5%
|
|
ARM
|
Technology |
BofA Securities |
Maintains
|
Buy
→
Buy
|
—
|
$272.9B
|
$124.37
|
-0.7%
|
-2.6%
|
-5.4%
|
-0.9%
|
+0.5%
|
-0.6%
|
|
KLAC
|
Technology |
Cantor FitzgeraldD |
Upgrade
|
Neutral
→
Overweight
|
—
|
$232.8B
|
$1225.11
|
+1.0%
|
-0.1%
|
-4.2%
|
+4.3%
|
+1.9%
|
+1.6%
|
|
TJX
|
Consumer Cyclical |
Wells Fargo |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$169.5B
|
$156.71
|
+0.2%
|
-1.0%
|
+0.4%
|
-0.5%
|
-0.2%
|
+1.3%
|
|
UNP
|
Industrials |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$161.2B
|
$240.47
|
+0.4%
|
-1.9%
|
+0.4%
|
-1.0%
|
-0.1%
|
+0.2%
|
|
UBS
|
Financial Services |
BofA SecuritiesA |
Upgrade
|
Neutral
→
Buy
|
—
|
$150.6B
|
$42.69
|
+3.9%
|
+4.9%
|
+0.1%
|
+2.8%
|
+0.4%
|
+0.3%
|
|
LMT
|
Industrials |
Morgan Stanley |
Downgrade
|
Overweight
→
Equal Weight
|
—
|
$122.1B
|
$484.42
|
-1.0%
|
-1.5%
|
-0.5%
|
-1.0%
|
+0.8%
|
+2.0%
|
|
ACN
|
Technology |
Morgan StanleyB |
Upgrade
|
Equal Weight
→
Overweight
|
—
|
$113.3B
|
$274.66
|
+2.4%
|
-1.0%
|
+0.6%
|
-1.4%
|
+0.8%
|
-0.6%
|
|
PH
|
Industrials |
Stifel |
Maintains
|
Hold
→
Hold
|
—
|
$111.0B
|
$883.47
|
-0.0%
|
-1.0%
|
-1.3%
|
+0.6%
|
+0.8%
|
+1.3%
|
|
NOW
|
Technology |
DA Davidson |
Maintains
|
Buy
→
Buy
|
—
|
$106.6B
|
$153.04
|
+1.2%
|
+2.1%
|
+0.2%
|
-2.0%
|
+1.3%
|
+0.9%
|
|
NOW
|
Technology |
GuggenheimC |
Upgrade
|
Sell
→
Neutral
|
—
|
$106.6B
|
$153.04
|
+1.2%
|
+2.1%
|
+0.2%
|
-2.0%
|
+1.3%
|
+0.9%
|
|
EQIX
|
Real Estate |
Jefferies |
Maintains
|
Buy
→
Buy
|
—
|
$102.9B
|
$761.39
|
-0.2%
|
-0.4%
|
-1.4%
|
-0.5%
|
+1.9%
|
-0.1%
|
|
GD
|
Industrials |
Morgan StanleyB |
Upgrade
|
Equal Weight
→
Overweight
|
—
|
$93.2B
|
$340.69
|
+0.5%
|
-0.9%
|
-0.3%
|
+0.3%
|
+0.6%
|
+1.7%
|
|
FDX
|
Industrials |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$91.1B
|
$281.23
|
+0.3%
|
+0.4%
|
-0.1%
|
+1.7%
|
+0.6%
|
+1.4%
|