| Oct 12 | WDCWestern Digital | UBS | Maintained | Neutral | $525 → $470−10.5% | +21.5% |
| Oct 12 | PHParker Hannifin | Citigroup | Maintained | Buy | $1,232 → $1,234+0.2% | +29.0% |
| Oct 12 | ETNEaton Corporation | Citigroup | Maintained | Buy | $485 → $498+2.7% | +16.7% |
| Oct 12 | MRKMerck & Co. | Citigroup | Maintained | Neutral | $125 → $145+16.0% | −0.3% |
| Oct 12 | PEPPepsiCo | Barclays | Maintained | Equal-Weight | $133 → $126−5.3% | −0.5% |
| Oct 12 | MPCMarathon Petroleum | Barclays | Maintained | Overweight | $321 → $488+52.0% | +6.4% |
| Oct 12 | FTNTFortinet | Barclays | Maintained | Equal-Weight | $190 → $210+10.5% | +8.8% |
| Oct 12 | AAPLApple Inc. | JP Morgan | Maintained | Overweight | $340 → $360+5.9% | +5.6% |
| Oct 12 | TSLATesla, Inc. | Jefferies | Maintained | Hold | $350 → $400+14.3% | +5.8% |
| Oct 12 | AMGNAmgen | BMO Capital | Maintained | Market Perform | $450 → $415−7.8% | −0.6% |
| Oct 12 | BABoeing | Bernstein | Maintained | Outperform | $298 → $278−6.7% | +46.7% |
| Oct 12 | SCHWCharles Schwab Corporation | TD Cowen | Maintained | Buy | $128 → $129+0.8% | +32.9% |
| Oct 12 | COFCapital One | JP Morgan | Maintained | Overweight | $246 → $227−7.7% | +12.9% |
| Oct 12 | COFCapital One | Morgan Stanley | Maintained | Overweight | $273 → $267−2.2% | +32.7% |
| Oct 12 | AXPAmerican Express | Morgan Stanley | Maintained | Equal-Weight | $382 → $380−0.5% | +22.0% |
| Oct 12 | AXPAmerican Express | JP Morgan | Maintained | Overweight | $400 → $360−10.0% | +15.6% |
| Oct 12 | BXBlackstone Inc. | TD Cowen | Maintained | Buy | $154 → $144−6.5% | +25.5% |
| Oct 12 | IBKRInteractive Brokers | Evercore ISI Group | Initiated | Outperform | $100 | +13.8% |
| Oct 12 | VLOValero Energy | Evercore ISI Group | Maintained | In-Line | $325 → $385+18.5% | −11.7% |
| Oct 12 | MPCMarathon Petroleum | Evercore ISI Group | Maintained | In-Line | $330 → $420+27.3% | −8.5% |
| Oct 12 | APHAmphenol | Evercore ISI Group | Maintained | Outperform | $90 → $100+11.1% | +16.0% |
| Oct 12 | BLKBlackRock | TD Cowen | Maintained | Hold | $1,190 → $1,212+1.8% | +11.8% |
| Oct 12 | AMZNAmazon | Wells Fargo | Maintained | Overweight | $338 → $329−2.7% | +26.8% |
| Oct 12 | AMGNAmgen | Wells Fargo | Maintained | Equal-Weight | $435 → $430−1.1% | +3.0% |
| Oct 12 | CBChubb Limited | Wells Fargo | Maintained | Equal-Weight | $356 → $343−3.7% | −0.6% |
| Oct 12 | CVXChevron Corporation | TD Cowen | Maintained | Hold | $215 → $225+4.7% | +4.7% |
| Oct 12 | LLYLilly (Eli) | RBC Capital | Reiterated | Outperform | $1,500 | +26.8% |
| Oct 12 | MRKMerck & Co. | RBC Capital | Maintained | Sector Perform | $150 → $145−3.3% | −0.3% |
| Oct 12 | NOWServiceNow | RBC Capital | Maintained | Outperform | $130 → $176+35.4% | +25.4% |
| Oct 12 | FTNTFortinet | RBC Capital | Maintained | Sector Perform | $185 → $205+10.8% | +6.3% |
| Oct 12 | CBChubb Limited | Keefe, Bruyette & Woods | Maintained | Outperform | $389 → $387−0.5% | +12.2% |
| Oct 12 | VVisa Inc. | Baird | Maintained | Outperform | $420 → $430+2.4% | +10.5% |
| Oct 12 | UBERUber | Cantor Fitzgerald | Reiterated | Overweight | $90 | +25.9% |
| Oct 12 | SCHWCharles Schwab Corporation | Evercore ISI Group | Initiated | In-Line | $107 | +10.2% |
| Oct 12 | GOOGLAlphabet Inc. (Class A) | Cantor Fitzgerald | Reiterated | Overweight | $420 | +19.1% |
| Oct 12 | AMZNAmazon | Cantor Fitzgerald | Maintained | Overweight | $320 → $310−3.1% | +19.4% |
| Oct 12 | CRMSalesforce | B of A Securities | Upgrade | Underperform → Buy | $160 → $285+78.1% | +21.8% |
| Oct 12 | NOWServiceNow | BTIG | Reiterated | Buy | $170 | +21.2% |
| Oct 12 | TMUST-Mobile US | Raymond James | Upgrade | Market Perform → Outperform | $170 | +11.9% |
| Oct 12 | ISRGIntuitive Surgical | BTIG | Maintained | Buy | $469 → $454−3.2% | +6.2% |
| Oct 9 | PEPPepsiCo | Citigroup | Maintained | Neutral | $142 → $135−4.9% | +6.6% |
| Oct 9 | PEPPepsiCo | JP Morgan | Maintained | Neutral | $138 → $137−0.7% | +8.1% |
| Oct 9 | PHParker Hannifin | JP Morgan | Maintained | Overweight | $1,140 → $1,131−0.8% | +18.2% |
| Oct 9 | GEVGE Vernova | JP Morgan | Maintained | Overweight | $1,330 → $1,150−13.5% | +15.4% |
| Oct 9 | CBChubb Limited | JP Morgan | Maintained | Neutral | $374 → $371−0.8% | +7.5% |
| Oct 9 | PFEPfizer | JP Morgan | Maintained | Neutral | $28 → $30+7.1% | +5.6% |
| Oct 9 | PEPPepsiCo | BNP Paribas | Maintained | Outperform | $161 → $157−2.5% | +23.9% |
| Oct 9 | PEPPepsiCo | Piper Sandler | Maintained | Overweight | $176 → $140−20.5% | +10.5% |
| Oct 9 | BLKBlackRock | Evercore ISI Group | Maintained | Outperform | $1,300 → $1,275−1.9% | +17.6% |
| Oct 9 | UNHUnitedHealth Group | TD Cowen | Maintained | Hold | $430 → $402−6.5% | +6.2% |
| Oct 9 | RTXRTX Corporation | TD Cowen | Maintained | Buy | $240 → $225−6.3% | +20.5% |
| Oct 9 | AMGNAmgen | UBS | Maintained | Buy | $430 → $470+9.3% | +12.6% |
| Oct 9 | ABBVAbbVie | UBS | Maintained | Neutral | $260 → $275+5.8% | −2.2% |
| Oct 9 | BABoeing | TD Cowen | Maintained | Buy | $250 → $240−4.0% | +26.6% |
| Oct 9 | PEPPepsiCo | RBC Capital | Reiterated | Sector Perform | $150 | +18.4% |
| Oct 9 | COSTCostco | RBC Capital | Reiterated | Sector Perform | $1,000 | +4.2% |
| Oct 9 | MAMastercard | Baird | Maintained | Outperform | $660 → $710+7.6% | +19.3% |
| Oct 9 | BABoeing | Barclays | Initiated | Overweight | $300 | +58.3% |
| Oct 9 | AXPAmerican Express | RBC Capital | Maintained | Outperform | $415 → $400−3.6% | +28.4% |
| Oct 9 | RTXRTX Corporation | Barclays | Initiated | Overweight | $223 | +19.5% |
| Oct 9 | ABBVAbbVie | Guggenheim | Reiterated | Buy | $288 | +2.4% |
| Oct 9 | PLTRPalantir Technologies | Barclays | Initiated | Overweight | $265 | +26.8% |
| Oct 9 | VZVerizon | Scotiabank | Maintained | Sector Outperform | $51.5 → $50−2.9% | +16.9% |
| Oct 9 | TMUST-Mobile US | Scotiabank | Maintained | Sector Outperform | $217 → $212−2.3% | +39.6% |
| Oct 9 | TAT&T | Scotiabank | Maintained | Sector Perform | $27.5 → $26.5−3.6% | +17.8% |
| Oct 9 | SCHWCharles Schwab Corporation | Morgan Stanley | Maintained | Overweight | $136 → $141+3.7% | +45.3% |
| Oct 9 | DISWalt Disney Company (The) | Needham | Reiterated | Buy | $125 | +15.2% |
| Oct 9 | IBMIBM | Truist Securities | Initiated | Hold | $240 | +5.7% |
| Oct 9 | CRWDCrowdStrike | Needham | Maintained | Buy | $250 → $310+24.0% | +17.9% |
| Oct 9 | COFCapital One | BMO Capital | Initiated | Market Perform | $219 | +8.9% |
| Oct 9 | AXPAmerican Express | BMO Capital | Initiated | Outperform | $380 | +22.0% |
| Oct 8 | TSLATesla, Inc. | Tigress Financial | Maintained | Buy | $550 | +45.5% |
| Oct 8 | APHAmphenol | Citigroup | Maintained | Buy | $105 → $112+6.7% | +29.9% |
| Oct 8 | ANETArista Networks | Citigroup | Maintained | Buy | $215 → $248+15.3% | +17.6% |
| Oct 8 | ABBVAbbVie | JP Morgan | Maintained | Overweight | $285 → $300+5.3% | +6.7% |
| Oct 8 | DEDeere & Company | JP Morgan | Maintained | Neutral | $585 → $625+6.8% | −1.2% |
| Oct 8 | VLOValero Energy | Jefferies | Maintained | Hold | $401 → $394−1.7% | −9.6% |
| Oct 8 | CVXChevron Corporation | UBS | Maintained | Buy | $220 → $235+6.8% | +9.3% |
| Oct 8 | BXBlackstone Inc. | Barclays | Maintained | Equal-Weight | $128 → $124−3.1% | +8.0% |
| Oct 8 | CRWDCrowdStrike | BMO Capital | Maintained | Outperform | $235 → $295+25.5% | +12.2% |
| Oct 8 | AMGNAmgen | RBC Capital | Maintained | Outperform | $400 → $430+7.5% | +3.0% |
| Oct 8 | BLKBlackRock | Wells Fargo | Maintained | Overweight | $1,245 → $1,230−1.2% | +13.5% |
| Oct 8 | VRTXVertex Pharmaceuticals | RBC Capital | Maintained | Outperform | $570 → $576+1.1% | +13.6% |
| Oct 8 | GILDGilead Sciences | RBC Capital | Maintained | Sector Perform | $123 → $126+2.4% | −16.2% |
| Oct 8 | MSMorgan Stanley | TD Cowen | Initiated | Hold | $210 | +10.5% |
| Oct 8 | GSGoldman Sachs | TD Cowen | Initiated | Buy | $1,050 | +17.5% |
| Oct 8 | MCDMcDonald's | Bernstein | Maintained | Market Perform | $295 → $250−15.3% | +6.1% |
| Oct 8 | FTNTFortinet | Amerx | Initiated | Overweight | $240 | +24.4% |
| Oct 8 | PANWPalo Alto Networks | Amerx | Initiated | Hold | — | — |
| Oct 8 | CRWDCrowdStrike | Amerx | Initiated | Underweight | $212 | −19.4% |
| Oct 8 | VLOValero Energy | Mizuho | Maintained | Neutral | $300 → $434+44.7% | −0.5% |
| Oct 8 | MPCMarathon Petroleum | Mizuho | Maintained | Neutral | $304 → $457+50.3% | −0.4% |
| Oct 8 | PFEPfizer | Cantor Fitzgerald | Maintained | Neutral | $27 → $28+3.7% | −1.4% |
| Oct 8 | MRKMerck & Co. | Cantor Fitzgerald | Maintained | Neutral | $120 → $145+20.8% | −0.3% |
| Oct 8 | LLYLilly (Eli) | Cantor Fitzgerald | Maintained | Overweight | $1,410 → $1,440+2.1% | +21.8% |
| Oct 8 | GILDGilead Sciences | Cantor Fitzgerald | Reiterated | Overweight | $155 | +3.0% |
| Oct 8 | NFLXNetflix | Morgan Stanley | Maintained | Overweight | $83 → $80−3.6% | +13.3% |
| Oct 8 | AMGNAmgen | Cantor Fitzgerald | Maintained | Neutral | $400 → $440+10.0% | +5.4% |
| Oct 8 | ABBVAbbVie | Cantor Fitzgerald | Maintained | Overweight | $285 → $290+1.8% | +3.2% |
| Oct 8 | PLTRPalantir Technologies | Goldman Sachs | Upgrade | Neutral → Buy | $230 | +10.0% |
| Oct 8 | GOOGLAlphabet Inc. (Class A) | Needham | Reiterated | Buy | $450 | +27.6% |
| Oct 7 | BLKBlackRock | UBS | Maintained | Buy | $1,320 → $1,277−3.3% | +17.8% |
| Oct 7 | APHAmphenol | UBS | Maintained | Buy | $99 → $105+6.1% | +21.8% |
| Oct 7 | TSLATesla, Inc. | UBS | Maintained | Neutral | $385 → $391+1.6% | +3.4% |
| Oct 7 | MRVLMarvell Technology | UBS | Maintained | Buy | $335 → $350+4.5% | +31.6% |
| Oct 7 | SCHWCharles Schwab Corporation | UBS | Maintained | Buy | $128 → $113−11.7% | +16.4% |
| Oct 7 | IBKRInteractive Brokers | UBS | Maintained | Neutral | $102 → $101−1.0% | +14.9% |
| Oct 7 | LINLinde plc | Citigroup | Maintained | Buy | $580 → $560−3.4% | +14.9% |
| Oct 7 | UNPUnion Pacific Corporation | Citigroup | Maintained | Buy | $349 → $338−3.2% | +20.0% |
| Oct 7 | COPConocoPhillips | Jefferies | Maintained | Buy | $159 → $174+9.4% | +26.5% |
| Oct 7 | MRVLMarvell Technology | Jefferies | Maintained | Buy | $325 → $450+38.5% | +69.3% |
| Oct 7 | CBChubb Limited | Mizuho | Maintained | Neutral | $347 → $336−3.2% | −2.6% |
| Oct 7 | GILDGilead Sciences | Truist Securities | Maintained | Buy | $150 → $158+5.3% | +5.0% |
| Oct 7 | MRVLMarvell Technology | JP Morgan | Maintained | Overweight | $305 → $360+18.0% | +35.4% |
| Oct 7 | GILDGilead Sciences | JP Morgan | Maintained | Overweight | $160 → $170+6.3% | +13.0% |
| Oct 7 | MRVLMarvell Technology | Wells Fargo | Maintained | Overweight | $310 → $365+17.7% | +37.3% |
| Oct 7 | COPConocoPhillips | Truist Securities | Maintained | Hold | $130 → $136+4.6% | −1.1% |
| Oct 7 | TMOThermo Fisher Scientific | Barclays | Maintained | Overweight | $650 → $750+15.4% | +13.3% |
| Oct 7 | SCHWCharles Schwab Corporation | Barclays | Maintained | Overweight | $125 → $118−5.6% | +21.6% |
| Oct 7 | MRVLMarvell Technology | Wolfe Research | Maintained | Outperform | $280 → $375+33.9% | +41.1% |
| Oct 7 | PGRProgressive Corporation | Barclays | Maintained | Overweight | $246 → $247+0.4% | +12.1% |
| Oct 7 | NFLXNetflix | Barclays | Maintained | Equal-Weight | $80 → $70−12.5% | −0.9% |
| Oct 7 | AMGNAmgen | Truist Securities | Maintained | Hold | $362 → $380+5.0% | −9.0% |
| Oct 7 | MRKMerck & Co. | Morgan Stanley | Maintained | Overweight | $179 → $177−1.1% | +21.7% |
| Oct 7 | MRVLMarvell Technology | Morgan Stanley | Maintained | Equal-Weight | $268 → $300+11.9% | +12.8% |
| Oct 7 | IBKRInteractive Brokers | Barclays | Maintained | Overweight | $114 → $115+0.9% | +30.8% |
| Oct 7 | GILDGilead Sciences | Morgan Stanley | Maintained | Overweight | $165 → $163−1.2% | +8.4% |
| Oct 7 | LLYLilly (Eli) | Morgan Stanley | Maintained | Overweight | $1,419 → $1,430+0.8% | +20.9% |
| Oct 7 | AMGNAmgen | Morgan Stanley | Maintained | Equal-Weight | $362 → $359−0.8% | −14.0% |
| Oct 7 | ABBVAbbVie | Morgan Stanley | Maintained | Overweight | $296 → $310+4.7% | +10.3% |
| Oct 7 | MRVLMarvell Technology | RBC Capital | Maintained | Outperform | $360 → $425+18.1% | +59.9% |
| Oct 7 | DHRDanaher Corporation | Barclays | Maintained | Overweight | $230 → $255+10.9% | +15.3% |
| Oct 7 | MRVLMarvell Technology | Piper Sandler | Maintained | Overweight | $270 → $400+48.1% | +50.5% |
| Oct 7 | MRVLMarvell Technology | TD Cowen | Upgrade | Hold → Buy | $245 → $350+42.9% | +31.6% |
| Oct 7 | BLKBlackRock | Barclays | Maintained | Overweight | $1,450 → $1,420−2.1% | +31.0% |
| Oct 7 | MRVLMarvell Technology | StoneX | Maintained | Buy | $275 → $375+36.4% | +41.1% |
| Oct 7 | MRVLMarvell Technology | Stifel | Maintained | Buy | $350 → $370+5.7% | +39.2% |
| Oct 7 | UBERUber | Citizens | Reiterated | Market Outperform | $100 | +39.9% |
| Oct 7 | JNJJohnson & Johnson | Guggenheim | Reiterated | Buy | $287 | +8.8% |
| Oct 7 | ISRGIntuitive Surgical | Barclays | Initiated | Overweight | $485 | +13.4% |
| Oct 7 | MSFTMicrosoft | Evercore ISI Group | Maintained | Outperform | $528 → $635+20.3% | +17.3% |
| Oct 7 | MRVLMarvell Technology | Evercore ISI Group | Maintained | Outperform | $275 → $433+57.5% | +62.9% |
| Oct 7 | NOWServiceNow | Argus Research | Maintained | Buy | $134 → $170+26.9% | +21.2% |
| Oct 7 | MRVLMarvell Technology | Susquehanna | Maintained | Positive | $265 → $340+28.3% | +27.9% |
| Oct 7 | ABTAbbott Laboratories | Barclays | Initiated | Overweight | $120 | +17.9% |
| Oct 7 | MUMicron Technology | DA Davidson | Maintained | Buy | $2,100 → $3,000+42.9% | +203.3% |
| Oct 7 | MRVLMarvell Technology | Cantor Fitzgerald | Maintained | Neutral | $330 → $350+6.1% | +31.6% |
| Oct 7 | CBChubb Limited | Cantor Fitzgerald | Maintained | Neutral | $330 → $333+0.9% | −3.5% |
| Oct 7 | SPGIS&P Global | Morgan Stanley | Maintained | Overweight | $525 → $477−9.1% | +15.7% |
| Oct 7 | MRVLMarvell Technology | Needham | Maintained | Buy | $300 → $400+33.3% | +50.5% |
| Oct 7 | UBERUber | BTIG | Reiterated | Buy | $100 | +39.9% |
| Oct 6 | PFEPfizer | Scotiabank | Maintained | Sector Outperform | $30 → $33+10.0% | +16.2% |
| Oct 6 | AMZNAmazon | Tigress Financial | Maintained | Buy | $315 → $385+22.2% | +48.3% |
| Oct 6 | AMDAdvanced Micro Devices | Citigroup | Maintained | Buy | $575 → $800+39.1% | +34.6% |
| Oct 6 | KLACKLA Corporation | Morgan Stanley | Maintained | Overweight | $253 → $227−10.3% | +19.4% |
| Oct 6 | CBChubb Limited | Morgan Stanley | Maintained | Equal-Weight | $360 → $350−2.8% | +1.4% |
| Oct 6 | PGProcter & Gamble | Evercore ISI Group | Upgrade | In-Line → Outperform | $161 → $166+3.1% | +8.4% |
| Oct 6 | NOWServiceNow | Stifel | Maintained | Buy | $120 → $160+33.3% | +14.0% |
| Oct 6 | NOWServiceNow | UBS | Maintained | Neutral | $110 → $150+36.4% | +6.9% |
| Oct 6 | BLKBlackRock | JP Morgan | Maintained | Overweight | $1,364 → $1,435+5.2% | +32.4% |
| Oct 6 | VLOValero Energy | Barclays | Maintained | Overweight | $323 → $441+36.5% | +1.1% |
| Oct 6 | COFCapital One | TD Cowen | Maintained | Buy | $253 → $242−4.3% | +20.3% |
| Oct 6 | AXPAmerican Express | TD Cowen | Maintained | Hold | $338 → $335−0.9% | +7.5% |
| Oct 6 | GOOGLAlphabet Inc. (Class A) | Wells Fargo | Maintained | Overweight | $411 → $417+1.5% | +18.2% |
| Oct 6 | JNJJohnson & Johnson | RBC Capital | Maintained | Outperform | $287 → $290+1.0% | +10.0% |
| Oct 6 | PGProcter & Gamble | RBC Capital | Maintained | Outperform | $167 → $166−0.6% | +8.4% |
| Oct 6 | PEPPepsiCo | RBC Capital | Maintained | Sector Perform | $161 → $150−6.8% | +18.4% |
| Oct 6 | SPGIS&P Global | Mizuho | Maintained | Outperform | $554 → $531−4.2% | +28.8% |
| Oct 6 | NEENextEra Energy | Mizuho | Maintained | Neutral | $95 → $80−15.8% | +1.9% |
| Oct 6 | SNDKSandisk | Mizuho | Maintained | Outperform | $1,875 → $2,050+9.3% | +37.8% |
| Oct 6 | INTCIntel | Mizuho | Maintained | Neutral | $92 → $114+23.9% | +12.5% |
| Oct 6 | DELLDell Technologies | Mizuho | Maintained | Outperform | $600 → $650+8.3% | +12.7% |
| Oct 6 | AMDAdvanced Micro Devices | Mizuho | Maintained | Outperform | $580 → $705+21.6% | +18.6% |
| Oct 6 | ACNAccenture | Mizuho | Maintained | Outperform | $226 → $241+6.6% | +12.2% |
| Oct 6 | MCDMcDonald's | Keybanc | Maintained | Overweight | $305 → $280−8.2% | +18.8% |
| Oct 6 | ABBVAbbVie | Scotiabank | Maintained | Sector Outperform | $280 → $320+14.3% | +13.8% |
| Oct 6 | CRWDCrowdStrike | StoneX | Maintained | Buy | $250 → $325+30.0% | +23.6% |
| Oct 6 | IBKRInteractive Brokers | BMO Capital | Maintained | Outperform | $110 → $105−4.5% | +19.5% |
| Oct 6 | MSMorgan Stanley | BMO Capital | Maintained | Outperform | $250 → $215−14.0% | +13.1% |
| Oct 6 | GSGoldman Sachs | BMO Capital | Maintained | Market Perform | $972 → $970−0.2% | +8.5% |
| Oct 6 | APHAmphenol | Goldman Sachs | Maintained | Buy | $102 → $116+13.7% | +34.6% |
| Oct 5 | BACBank of America | UBS | Maintained | Buy | $70 → $67−4.3% | +22.8% |
| Oct 5 | WFCWells Fargo | UBS | Maintained | Buy | $104 → $102−1.9% | +22.4% |
| Oct 5 | CCitigroup | UBS | Maintained | Neutral | $142 → $139−2.1% | +5.4% |
| Oct 5 | GSGoldman Sachs | UBS | Maintained | Neutral | $1,150 → $1,010−12.2% | +13.0% |
| Oct 5 | MSMorgan Stanley | UBS | Maintained | Buy | $260 → $236−9.2% | +24.2% |
| Oct 5 | AXPAmerican Express | UBS | Maintained | Neutral | $384 → $345−10.2% | +10.7% |
| Oct 5 | JPMJPMorgan Chase | UBS | Maintained | Buy | $400 → $395−1.2% | +18.2% |
| Oct 5 | LINLinde plc | UBS | Maintained | Buy | $612 → $574−6.2% | +17.8% |
| Oct 5 | GLWCorning Inc. | UBS | Maintained | Buy | $196 → $201+2.6% | +36.5% |
| Oct 5 | JNJJohnson & Johnson | Citigroup | Maintained | Buy | $298 → $303+1.7% | +14.9% |
| Oct 5 | MSFTMicrosoft | Scotiabank | Maintained | Sector Outperform | $510 → $615+20.6% | +13.6% |
| Oct 5 | SCHWCharles Schwab Corporation | B of A Securities | Maintained | Underperform | $91 → $95+4.4% | −2.1% |
| Oct 5 | IBKRInteractive Brokers | B of A Securities | Maintained | Buy | $114 → $116+1.8% | +32.0% |
| Oct 5 | WFCWells Fargo | Goldman Sachs | Maintained | Buy | $107 → $96−10.3% | +15.2% |
| Oct 5 | DISWalt Disney Company (The) | Raymond James | Maintained | Outperform | $120 → $119−0.8% | +9.7% |
| Oct 5 | UNPUnion Pacific Corporation | JP Morgan | Maintained | Neutral | $334 → $322−3.6% | +14.4% |
| Oct 5 | NFLXNetflix | TD Cowen | Reiterated | Buy | $100 | +41.6% |
| Oct 5 | PGRProgressive Corporation | JP Morgan | Maintained | Neutral | $241 → $250+3.7% | +13.5% |
| Oct 5 | MRKMerck & Co. | JP Morgan | Maintained | Overweight | $150 → $165+10.0% | +13.4% |
| Oct 5 | LRCXLam Research | Morgan Stanley | Maintained | Overweight | $367 → $385+4.9% | +24.4% |
| Oct 5 | COFCapital One | Barclays | Maintained | Overweight | $240 → $237−1.2% | +17.8% |
| Oct 5 | AXPAmerican Express | Barclays | Maintained | Equal-Weight | $364 → $342−6.0% | +9.8% |
| Oct 5 | UBERUber | Wells Fargo | Maintained | Overweight | $89 → $92+3.4% | +28.7% |
| Oct 5 | AMZNAmazon | TD Cowen | Reiterated | Buy | $350 | +34.9% |
| Oct 5 | MCDMcDonald's | Wells Fargo | Maintained | Overweight | $300 → $270−10.0% | +14.6% |
| Oct 5 | KOCoca-Cola Company (The) | Wells Fargo | Maintained | Overweight | $95 → $90−5.3% | +0.2% |
| Oct 5 | PEPPepsiCo | Wells Fargo | Maintained | Equal-Weight | $140 → $135−3.6% | +6.6% |
| Oct 5 | DHRDanaher Corporation | RBC Capital | Maintained | Outperform | $215 → $250+16.3% | +13.0% |
| Oct 5 | MCDMcDonald's | Guggenheim | Maintained | Neutral | $290 → $250−13.8% | +6.1% |
| Oct 5 | AMDAdvanced Micro Devices | Stifel | Maintained | Buy | $635 → $700+10.2% | +17.8% |
| Oct 5 | WFCWells Fargo | Morgan Stanley | Upgrade | Equal-Weight → Overweight | $102 | +22.4% |
| Oct 2 | PEPPepsiCo | UBS | Maintained | Buy | $159 → $145−8.8% | +14.5% |
| Oct 2 | ACNAccenture | Goldman Sachs | Maintained | Buy | $230 → $260+13.0% | +21.0% |
| Oct 2 | WFCWells Fargo | JP Morgan | Maintained | Neutral | $95.5 → $91.5−4.2% | +9.8% |
| Oct 2 | CCitigroup | JP Morgan | Maintained | Overweight | $149 → $147−1.3% | +11.4% |
| Oct 2 | BACBank of America | JP Morgan | Maintained | Overweight | $68 → $62−8.8% | +13.6% |
| Oct 2 | VZVerizon | Scotiabank | Maintained | Sector Outperform | $52.5 → $51.5−1.9% | +20.4% |
| Oct 2 | TMUST-Mobile US | Scotiabank | Maintained | Sector Outperform | $232 → $217−6.5% | +42.9% |
| Oct 2 | TAT&T | Scotiabank | Maintained | Sector Perform | $29.25 → $27.5−6.0% | +22.3% |
| Oct 2 | NEENextEra Energy | Seaport Global | Maintained | Sell | $55 → $56+1.8% | −28.7% |
| Oct 2 | GLWCorning Inc. | Truist Securities | Maintained | Buy | $175 → $182+4.0% | +23.6% |
| Oct 2 | ACNAccenture | Truist Securities | Maintained | Hold | $150 → $220+46.7% | +2.4% |
| Oct 2 | ACNAccenture | Wells Fargo | Maintained | Equal-Weight | $194 → $210+8.2% | −2.3% |
| Oct 2 | ACNAccenture | TD Cowen | Maintained | Hold | $173 → $193+11.6% | −10.2% |
| Oct 2 | PANWPalo Alto Networks | TD Cowen | Maintained | Buy | $400 → $440+10.0% | +9.0% |
| Oct 2 | CRWDCrowdStrike | TD Cowen | Maintained | Buy | $250 → $280+12.0% | +6.5% |
| Oct 2 | SCHWCharles Schwab Corporation | Piper Sandler | Maintained | Neutral | $118 → $100−15.3% | +3.0% |
| Oct 2 | SCHWCharles Schwab Corporation | Wells Fargo | Initiated | Equal-Weight | $105 | +8.2% |
| Oct 2 | IBKRInteractive Brokers | Wells Fargo | Initiated | Overweight | $102 | +16.1% |
| Oct 2 | ACNAccenture | RBC Capital | Maintained | Outperform | $175 → $240+37.1% | +11.7% |
| Oct 2 | ACNAccenture | Evercore ISI Group | Maintained | Outperform | $180 → $250+38.9% | +16.3% |
| Oct 2 | UNPUnion Pacific Corporation | Susquehanna | Maintained | Positive | $345 → $333−3.5% | +18.3% |
| Oct 2 | ACNAccenture | Guggenheim | Reiterated | Neutral | — | — |
| Oct 2 | ORCLOracle Corporation | Citizens | Reiterated | Market Outperform | $285 | +107.4% |
| Oct 2 | BXBlackstone Inc. | Wells Fargo | Initiated | Equal-Weight | $122 | +6.3% |
| Oct 2 | BLKBlackRock | Wells Fargo | Initiated | Overweight | $1,245 | +14.9% |
| Oct 2 | ACNAccenture | Argus Research | Maintained | Buy | $220 → $260+18.2% | +21.0% |
| Oct 2 | ACNAccenture | Susquehanna | Maintained | Neutral | $153 → $210+37.3% | −2.3% |
| Oct 2 | VLOValero Energy | B of A Securities | Maintained | Neutral | $395 → $414+4.8% | −5.0% |
| Oct 2 | MPCMarathon Petroleum | B of A Securities | Maintained | Neutral | $410 → $426+3.9% | −7.2% |
| Oct 2 | ACNAccenture | Morgan Stanley | Maintained | Equal-Weight | $175 → $195+11.4% | −9.2% |
| Oct 2 | ABTAbbott Laboratories | Rothschild & Co | Upgrade | Neutral → Buy | $119 → $127+6.7% | +24.7% |
| Oct 1 | MUMicron Technology | Mizuho | Maintained | Outperform | $1,300 → $1,400+7.7% | +41.6% |
| Oct 1 | AAPLApple Inc. | Morgan Stanley | Maintained | Overweight | $360 → $355−1.4% | +4.1% |
| Oct 1 | MUMicron Technology | Morgan Stanley | Reiterated | Overweight | $1,200 | +21.3% |
| Oct 1 | WFCWells Fargo | Evercore ISI Group | Maintained | Outperform | $95 → $90−5.3% | +8.0% |
| Oct 1 | MSMorgan Stanley | Evercore ISI Group | Maintained | Outperform | $240 → $215−10.4% | +13.1% |
| Oct 1 | GSGoldman Sachs | Evercore ISI Group | Maintained | Outperform | $1,210 → $1,000−17.4% | +11.9% |
| Oct 1 | COFCapital One | Evercore ISI Group | Maintained | Outperform | $230 → $220−4.3% | +9.4% |
| Oct 1 | CCitigroup | Evercore ISI Group | Maintained | In-Line | $135 → $140+3.7% | +6.1% |
| Oct 1 | NFLXNetflix | Guggenheim | Maintained | Buy | $75 → $80+6.7% | +13.3% |
| Oct 1 | DHRDanaher Corporation | Guggenheim | Maintained | Buy | $200 → $250+25.0% | +13.0% |
| Oct 1 | BACBank of America | Evercore ISI Group | Maintained | Outperform | $67 → $62−7.5% | +13.6% |
| Oct 1 | AXPAmerican Express | Evercore ISI Group | Maintained | In-Line | $370 → $320−13.5% | +2.7% |
| Oct 1 | MUMicron Technology | TD Cowen | Reiterated | Buy | $1,600 | +61.8% |
| Oct 1 | MUMicron Technology | RBC Capital | Reiterated | Outperform | $1,500 | +51.7% |
| Oct 1 | WFCWells Fargo | Truist Securities | Maintained | Buy | $94 → $95+1.1% | +14.0% |
| Oct 1 | BACBank of America | Truist Securities | Maintained | Buy | $65 → $62−4.6% | +13.6% |
| Oct 1 | MUMicron Technology | DA Davidson | Maintained | Buy | $2,000 → $2,100+5.0% | +112.3% |
| Oct 1 | PEPPepsiCo | Barclays | Maintained | Equal-Weight | $142 → $133−6.3% | +5.0% |
| Oct 1 | MSFTMicrosoft | Wells Fargo | Maintained | Overweight | $700 → $725+3.6% | +34.0% |
| Oct 1 | LRCXLam Research | B. Riley Securities | Maintained | Buy | $350 → $390+11.4% | +26.0% |
| Oct 1 | XOMExxonMobil | Wells Fargo | Downgrade | Overweight → Equal-Weight | $182 | +5.7% |
| Oct 1 | MUMicron Technology | Rosenblatt | Maintained | Buy | $1,500 → $1,900+26.7% | +92.1% |
| Oct 1 | AAPLApple Inc. | Needham | Reiterated | Hold | — | — |
| Oct 1 | MUMicron Technology | Cantor Fitzgerald | Reiterated | Overweight | $2,000 | +102.2% |
| Oct 1 | NVDANvidia | Cantor Fitzgerald | Reiterated | Overweight | $350 | +54.6% |
| Oct 1 | MUMicron Technology | Needham | Reiterated | Buy | $1,650 | +66.8% |
| Sep 30 | MSMorgan Stanley | Citigroup | Maintained | Neutral | $235 → $210−10.6% | +10.5% |
| Sep 30 | COFCapital One | Citigroup | Maintained | Buy | $295 → $280−5.1% | +39.2% |
| Sep 30 | AXPAmerican Express | Citigroup | Maintained | Neutral | $355 → $340−4.2% | +9.1% |
| Sep 30 | GEGE Aerospace | Wells Fargo | Maintained | Overweight | $390 → $380−2.6% | +23.1% |
| Sep 30 | PEPPepsiCo | Evercore ISI Group | Maintained | In-Line | $150 → $135−10.0% | +6.6% |
| Sep 30 | PGProcter & Gamble | TD Cowen | Reiterated | Hold | $150 | −2.1% |
| Sep 30 | AMZNAmazon | Rosenblatt | Maintained | Buy | $335 → $360+7.5% | +38.7% |
| Sep 30 | ANETArista Networks | Bernstein | Initiated | Outperform | $250 | +18.6% |
| Sep 30 | CSCOCisco | Bernstein | Initiated | Market Perform | $110 | −4.6% |
| Sep 30 | GLWCorning Inc. | Bernstein | Initiated | Market Perform | $140 | −4.9% |
| Sep 30 | MSFTMicrosoft | Piper Sandler | Maintained | Overweight | $550 → $610+10.9% | +12.7% |
| Sep 29 | AAPLApple Inc. | Morgan Stanley | Reiterated | Overweight | $360 | +5.6% |
| Sep 29 | MRKMerck & Co. | Scotiabank | Maintained | Sector Outperform | $155 → $180+16.1% | +23.8% |
| Sep 29 | AMGNAmgen | Scotiabank | Maintained | Sector Outperform | $450 → $500+11.1% | +19.7% |
| Sep 29 | DELLDell Technologies | TD Cowen | Maintained | Hold | $500 → $550+10.0% | −4.6% |
| Sep 29 | MCDMcDonald's | JP Morgan | Maintained | Overweight | $260 → $250−3.8% | +6.1% |
| Sep 29 | AMDAdvanced Micro Devices | StoneX | Reiterated | Buy | $685 | +15.3% |
| Sep 29 | JNJJohnson & Johnson | JP Morgan | Maintained | Neutral | $270 → $285+5.6% | +8.1% |
| Sep 29 | PEPPepsiCo | JP Morgan | Downgrade | Overweight → Neutral | $170 → $138−18.8% | +8.9% |
| Sep 29 | WMTWalmart | Mizuho | Maintained | Outperform | $130 → $125−3.8% | +10.5% |
| Sep 29 | TMUST-Mobile US | Barclays | Maintained | Overweight | $215 → $200−7.0% | +31.7% |
| Sep 29 | AMDAdvanced Micro Devices | Rosenblatt | Maintained | Buy | $700 | +17.8% |
| Sep 29 | NVDANvidia | Rosenblatt | Maintained | Buy | $390 | +72.3% |
| Sep 29 | NFLXNetflix | Deutsche Bank | Upgrade | Hold → Buy | $100 → $95−5.0% | +34.5% |