Every rating change, initiation and price-target move the sell side published across the equities tracked here, newest first.
Ratings are attributed to the research firm, not to individual analysts. Latest event 2d ago.
Showing the 100 most recent actions over 90 days. Targets on listings outside the US are shown without a currency: the source does not say which one each firm used, and on cross-listed names some firms quote the US line in US dollars.
| Market Perform |
| $171 $197 |
| 4d ago |
| UPSUnited Parcel Service, Inc. | Bernstein | Maintained | Outperform | $131 $127 | 4d ago |
| NEENextEra Energy, Inc. | Bernstein | Reiterated | Outperform | $108 | 4d ago |
| NFLXNetflix, Inc. | Bernstein | Maintained | Outperform | $95 $80 | 4d ago |
| SBACSBA Communications Corporation | Bernstein | Maintained | Market Perform | $219 $208 | 5d ago |
| AMTAmerican Tower Corporation | Bernstein | Maintained | Outperform | $214 $212 | 5d ago |
| DDOGDatadog, Inc. | Bernstein | Upgraded from Market Perform | Outperform | $237 $350 | 6d ago |
| MSFTMicrosoft Corporation | Bernstein | Maintained | Outperform | $660 $662 | 6d ago |
| ROLRollins, Inc. | Bernstein | Maintained | Market Perform | $42 $35 | 6d ago |
| UNHUnitedHealth Group Incorporated | Bernstein | Maintained | Outperform | $512 $500 | Oct 16 |
| VGVenture Global, Inc. | Bernstein | Reiterated | Market Perform | $14 | Oct 16 |
| SJMThe J. M. Smucker Company | Bernstein | Maintained | Outperform | $157 $160 | Oct 15 |
| FASTFastenal Company | Bernstein | Maintained | Underperform | $42 $47 | Oct 15 |
| RTXRTX Corporation | Bernstein | Maintained | Market Perform | $223 $214 | Oct 15 |
| NOCNorthrop Grumman Corporation | Bernstein | Maintained | Market Perform | $620 $556 | Oct 14 |
| LMTLockheed Martin Corporation | Bernstein | Maintained | Market Perform | $629 $564 | Oct 14 |
| LHXL3Harris Technologies, Inc. | Bernstein | Maintained | Outperform | $346 $318 | Oct 14 |
| HIIHuntington Ingalls Industries, Inc. | Bernstein | Maintained | Market Perform | $327 $304 | Oct 14 |
| GDGeneral Dynamics Corporation | Bernstein | Maintained | Market Perform | $407 $365 | Oct 14 |
| JBHTJ.B. Hunt Transport Services, Inc. | Bernstein | Maintained | Outperform | $329 $307 | Oct 14 |
| BAThe Boeing Company | Bernstein | Maintained | Outperform | $298 $278 | Oct 12 |
| MCDMcDonald's Corporation | Bernstein | Maintained | Market Perform | $295 $250 | Oct 8 |
| DALDelta Air Lines, Inc. | Bernstein | Maintained | Outperform | $106 $100 | Oct 7 |
| CARRCarrier Global Corporation | Bernstein | Maintained | Market Perform | $78 $64 | Oct 7 |
| BEBloom Energy Corporation | Bernstein | Reiterated | Market Perform | $282 | Oct 7 |
| CEGConstellation Energy Corporation | Bernstein | Reiterated | Outperform | $296 | Oct 6 |
| EXEExpand Energy Corporation | Bernstein | Maintained | Outperform | $160 $127 | Oct 5 |
| FRVOFervo Energy Company | Bernstein | Reiterated | Outperform | $47 | Oct 2 |
| FPSForgent Power Solutions, Inc. | Bernstein | Initiated | Outperform | $48 | Oct 2 |
| VSTVistra Corp. | Bernstein | Reiterated | Outperform | $181 | Oct 1 |
| LITELumentum Holdings Inc. | Bernstein | Initiated | Outperform | $1,220 | Sep 30 |
| COHRCoherent Corp. | Bernstein | Initiated | Outperform | $350 | Sep 30 |
| CIENCiena Corporation | Bernstein | Initiated | Outperform | $440 | Sep 30 |
| ANETArista Networks, Inc. | Bernstein | Initiated | Outperform | $250 | Sep 30 |
| CSCOCisco Systems, Inc. | Bernstein | Initiated | Market Perform | $110 | Sep 30 |
| GLWCorning Incorporated | Bernstein | Initiated | Market Perform | $140 | Sep 30 |
| AZOAutoZone, Inc. | Bernstein | Initiated | Outperform | $3,698 | Sep 29 |
| ORLYO'Reilly Automotive, Inc. | Bernstein | Initiated | Market Perform | $94 | Sep 29 |
| COSTCostco Wholesale Corporation | Bernstein | Maintained | Outperform | $1,144 $1,143 | Sep 25 |
| MMM3M Company | Bernstein | Upgraded from Underperform | Market Perform | $145 $171 | Sep 25 |
| CFCF Industries Holdings, Inc. | Bernstein | Initiated | Outperform | $162 | Sep 25 |
| FRVOFervo Energy Company | Bernstein | Reiterated | Outperform | $47 | Sep 24 |
| PWRQuanta Services, Inc. | Bernstein | Upgraded from Market Perform | Outperform | $748 $775 | Sep 24 |
| HIIHuntington Ingalls Industries, Inc. | Bernstein | Maintained | Market Perform | $341 $327 | Sep 23 |
| RTXRTX Corporation | Bernstein | Maintained | Market Perform | $232 $223 | Sep 23 |
| NOCNorthrop Grumman Corporation | Bernstein | Maintained | Market Perform | $653 $620 | Sep 23 |
| LHXL3Harris Technologies, Inc. | Bernstein | Maintained | Outperform | $365 $346 | Sep 23 |
| GDGeneral Dynamics Corporation | Bernstein | Maintained | Market Perform | $421 $407 | Sep 23 |
| TELTE Connectivity plc | Bernstein | Initiated | Outperform | $243 | Sep 23 |
| APHAmphenol Corporation | Bernstein | Initiated | Outperform | $99 | Sep 23 |
| NETCloudflare, Inc. | Bernstein | Maintained | Market Perform | $164 $181 | Sep 17 |
| FTNTFortinet, Inc. | Bernstein | Maintained | Market Perform | $102 $145 | Sep 17 |
| OKTAOkta, Inc. | Bernstein | Downgraded from Outperform | Market Perform | $143 $174 | Sep 17 |
| CRWDCrowdStrike Holdings, Inc. | Bernstein | Maintained | Market Perform | $119 $132 | Sep 17 |
| PANWPalo Alto Networks, Inc. | Bernstein | Downgraded from Outperform | Market Perform | $253 $351 | Sep 17 |
| ZSZscaler, Inc. | Bernstein | Maintained | Outperform | $224 $298 | Sep 17 |
| TKOTKO Group Holdings, Inc. | Bernstein | Maintained | Outperform | $235 $240 | Sep 16 |
| GEVGE Vernova Inc. | Bernstein | Reiterated | Outperform | $1,298 | Sep 15 |
| SHOPShopify Inc. | Bernstein | Initiated | Outperform | $160 | Sep 11 |
| FDXFFedEx Freight Holding Company, Inc. | Bernstein | Initiated | Market Perform | $133 | Sep 10 |
| ODFLOld Dominion Freight Line, Inc. | Bernstein | Initiated | Market Perform | $200 | Sep 10 |
| VALEVale S.A. | Bernstein | Maintained | Market Perform | $12 $12.5 | Sep 9 |
| NEMNewmont Corporation | Bernstein | Maintained | Outperform | $147 $144 | Sep 9 |
| FCXFreeport-McMoRan Inc. | Bernstein | Maintained | Market Perform | $50 $47 | Sep 9 |
| ABX.TOBarrick Mining Corporation | Bernstein | Maintained | Outperform | 61 56.5 | Sep 9 |
| LOWLowe's Companies, Inc. | Bernstein | Maintained | Outperform | $261 $254 | Sep 9 |
| HDThe Home Depot, Inc. | Bernstein | Maintained | Market Perform | $354 $344 | Sep 9 |
| HOODRobinhood Markets, Inc. | Bernstein | Reiterated | Outperform | $160 | Sep 9 |
| COSTCostco Wholesale Corporation | Bernstein | Maintained | Outperform | $1,194 $1,144 | Sep 4 |
| LULUlululemon athletica inc. | Bernstein | Maintained | Market Perform | $145 $115 | Sep 4 |
| NIONIO Inc. | Bernstein | Maintained | Market Perform | $6 $5 | Sep 2 |
| DELLDell Technologies Inc. | Bernstein | Maintained | Outperform | $500 $650 | Sep 2 |
| MDBMongoDB, Inc. | Bernstein | Maintained | Outperform | $449 $484 | Sep 2 |
| AFRMAffirm Holdings, Inc. | Bernstein | Maintained | Outperform | $100 $110 | Aug 31 |
| WDAYWorkday, Inc. | Bernstein | Maintained | Outperform | $216 $238 | Aug 28 |
| BURLBurlington Stores, Inc. | Bernstein | Maintained | Outperform | $365 $355 | Aug 28 |
| SJMThe J. M. Smucker Company | Bernstein | Maintained | Outperform | $137 $157 | Aug 27 |
| CRWDCrowdStrike Holdings, Inc. | Bernstein | Maintained | Market Perform | $103 $119 | Aug 27 |
| OKTAOkta, Inc. | Bernstein | Maintained | Outperform | $141 $143 | Aug 27 |
| CRMSalesforce, Inc. | Bernstein | Maintained | Underperform | $173 $195 | Aug 27 |
| AAgilent Technologies, Inc. | Bernstein | Maintained | Outperform | $155 $180 | Aug 27 |
| NVDANVIDIA Corporation | Bernstein | Maintained | Outperform | $315 $400 | Aug 27 |
| BEBloom Energy Corporation | Bernstein | Reiterated | Market Perform | $282 | Aug 27 |
| HWMHowmet Aerospace Inc. | Bernstein | Maintained | Outperform | $318 $328 | Aug 24 |
| ABNBAirbnb, Inc. | Bernstein | Maintained | Outperform | $168 $217 | Aug 24 |
| ROSTRoss Stores, Inc. | Bernstein | Maintained | Market Perform | $230 $240 | Aug 21 |
| ADIAnalog Devices, Inc. | Bernstein | Upgraded from Market Perform | Outperform | $430 $465 | Aug 20 |
| PHParker-Hannifin Corporation | Bernstein | Maintained | Outperform | $1,037 $1,218 | Aug 14 |
| ROKRockwell Automation, Inc. | Bernstein | Maintained | Market Perform | $501 $514 | Aug 14 |
| EMREmerson Electric Co. | Bernstein | Maintained | Outperform | $169 $186 | Aug 14 |
| JCIJohnson Controls International plc | Bernstein | Maintained | Outperform | $173 $190 | Aug 14 |
| TTTrane Technologies plc | Bernstein | Maintained | Outperform | $555 $575 | Aug 14 |
| AMATApplied Materials, Inc. | Bernstein | Maintained | Outperform | $675 $700 | Aug 14 |
| TPRTapestry, Inc. | Bernstein | Maintained | Market Perform | $180 $185 | Aug 14 |
| WWayfair Inc. | Bernstein | Upgraded from Market Perform | Outperform | $100 $125 | Aug 14 |
| TRMBTrimble Inc. | Bernstein | Maintained | Outperform | $85 $73 | Aug 13 |
| CRWVCoreWeave, Inc. | Bernstein | Maintained | Underperform | $67 $74 | Aug 12 |
| QNTQuantinuum Inc. | Bernstein | Maintained | Outperform | $94 $95 | Aug 12 |