|
META
|
Communication Services |
Mizuho |
Reiterates
|
Outperform
|
$835
|
$1.6T
|
$610.41
|
+0.5%
|
-0.9%
|
+1.3%
|
+0.6%
|
-1.2%
|
-1.8%
|
|
LRCX
|
Technology |
Seaport Research Partners |
Initiates
|
Buy
|
$300
|
$352.7B
|
$258.57
|
+3.1%
|
+6.7%
|
+7.7%
|
-3.6%
|
+2.6%
|
+0.7%
|
|
AMAT
|
Technology |
Seaport Research Partners |
Initiates
|
Buy
|
$500
|
$344.9B
|
$391.38
|
+3.3%
|
+5.0%
|
+4.3%
|
-4.2%
|
+6.0%
|
+1.9%
|
|
HD
|
Consumer Cyclical |
BofA Securities |
Reiterates
|
Buy
|
$374
|
$301.5B
|
$312.42
|
+0.3%
|
+1.0%
|
+2.4%
|
-0.1%
|
-1.6%
|
-1.9%
|
|
SHEL
|
Energy |
Erste Group |
Downgrade
|
Buy
→
Hold
|
—
|
$263.1B
|
$89.26
|
+0.3%
|
+0.5%
|
-2.8%
|
-3.4%
|
-0.3%
|
+1.7%
|
|
VZ
|
Communication Services |
Erste Group |
Downgrade
|
Buy
→
Hold
|
—
|
$202.0B
|
$47.57
|
-0.1%
|
-0.5%
|
+0.2%
|
-0.7%
|
+0.3%
|
+0.0%
|
|
AMGN
|
Healthcare |
Erste Group |
Downgrade
|
Buy
→
Hold
|
—
|
$179.7B
|
$323.85
|
-0.6%
|
+1.8%
|
+0.5%
|
-0.6%
|
+0.8%
|
-0.6%
|
|
ETN
|
Industrials |
Erste Group |
Initiates
|
Buy
|
—
|
$144.8B
|
$422.44
|
-5.8%
|
-2.7%
|
+2.6%
|
-5.3%
|
+0.6%
|
+4.4%
|
|
LOW
|
Consumer Cyclical |
BofA Securities |
Reiterates
|
Neutral
|
—
|
$122.3B
|
$223.72
|
+0.3%
|
+0.7%
|
+3.6%
|
-1.1%
|
-0.7%
|
-1.4%
|
|
CMG
|
Consumer Cyclical |
ArgusD |
Upgrade
|
Hold
→
Buy
|
—
|
$44.4B
|
$31.98
|
+0.6%
|
+1.0%
|
+1.3%
|
+1.6%
|
-2.3%
|
-1.7%
|
|
NTR
|
Basic Materials |
Raymond JamesA |
Upgrade
|
Mkt Perform
→
Outperform
|
$90
|
$34.8B
|
$75.82
|
+0.0%
|
+1.9%
|
-4.4%
|
-7.4%
|
-0.1%
|
+4.3%
|
|
DVN
|
Energy |
Raymond JamesA |
Upgrade
|
Outperform
→
Strong Buy
|
$72
|
$31.3B
|
$51.26
|
-0.0%
|
-0.5%
|
-8.6%
|
-2.8%
|
+0.7%
|
+2.5%
|
|
RBLX
|
Technology |
Piper Sandler |
Downgrade
|
Overweight
→
Neutral
|
$50
|
$30.7B
|
$47.57
|
-0.9%
|
-7.4%
|
-0.6%
|
+2.3%
|
-6.4%
|
-1.4%
|
|
ULTA
|
Consumer Cyclical |
BofA SecuritiesA |
Upgrade
|
Neutral
→
Buy
|
$685
|
$21.7B
|
$518.00
|
+2.8%
|
+2.8%
|
+0.5%
|
-1.6%
|
-0.9%
|
-1.8%
|
|
TSCO
|
Consumer Cyclical |
Piper Sandler |
Downgrade
|
Overweight
→
Neutral
|
$36
|
$16.6B
|
$32.31
|
-0.8%
|
+1.1%
|
-0.5%
|
-2.4%
|
-3.4%
|
-1.3%
|
|
GDDY
|
Technology |
UBS |
Reiterates
|
Neutral
|
$100
|
$12.3B
|
$88.28
|
-1.1%
|
-0.9%
|
-2.6%
|
+5.3%
|
+1.4%
|
-3.2%
|
|
CFR
|
Financial Services |
Stephens |
Upgrade
|
Equal-Weight
→
Overweight
|
$164
|
$9.0B
|
$139.30
|
+0.5%
|
+0.9%
|
+0.2%
|
-1.5%
|
+0.2%
|
-2.3%
|
|
YMM
|
Technology |
BofA Securities |
Initiates
|
Buy
|
$11
|
$8.8B
|
$8.62
|
+1.7%
|
+3.0%
|
+2.3%
|
-1.8%
|
-1.2%
|
-0.2%
|
|
ACMR
|
Technology |
Seaport Research Partners |
Initiates
|
Buy
|
$75
|
$4.8B
|
$51.23
|
+4.3%
|
+3.1%
|
+4.9%
|
+6.9%
|
+1.1%
|
+8.1%
|
|
UFPI
|
Basic Materials |
BMO Capital Markets |
Upgrade
|
Market Perform
→
Outperform
|
$108
|
$4.7B
|
$80.31
|
+3.2%
|
+2.8%
|
+2.1%
|
-0.5%
|
+0.6%
|
-1.5%
|