Ratings by Erste Group (Hans Engel)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 9/8/2026 | Marsh | MRSH | New Coverage | Buy (N/A) |
185.74 (177.65) |
-4.36% | Details | |
| 8/27/2026 | UnitedHealth Group | UNH | Downgrade | Hold (Buy) |
401.01 (391.02) |
-2.49% | Details | |
| 8/27/2026 | Valero Energy | VLO | Downgrade | Hold (Buy) |
348.03 (388.00) |
11.48% | Details | |
| 8/27/2026 | ABB Ltd | ABB | Downgrade | Hold (Buy) |
37.13 (37.13) |
0% | Details | |
| 8/27/2026 | Rio Tinto | RIO | Downgrade | Hold (Buy) |
104.70 (99.30) |
-5.16% | Details | |
| 8/27/2026 | Union Pacific | UNP | New Coverage | Buy (N/A) |
310.62 (285.39) |
-8.12% | Details | |
| 8/27/2026 | Marriott International | MAR | New Coverage | Buy (N/A) |
358.67 (331.43) |
-7.59% | Details | |
| 8/27/2026 | Shell Plc. | SHEL | Upgrade | Buy (Hold) |
91.11 (95.80) |
5.15% | Details | |
| 8/27/2026 | Freeport-McMoRan | FCX | New Coverage | Buy (N/A) |
79.00 (70.87) |
-10.29% | Details | |
| 8/5/2026 | Applied Materials | AMAT | Downgrade | Hold (Buy) |
546.62 (458.25) |
-16.17% | Details | |
| 8/5/2026 | salesforce.com | CRM | Upgrade | Buy (Hold) |
190.99 (244.78) |
28.16% | Details | |
| 8/5/2026 | Abbvie | ABBV | Upgrade | Buy (Hold) |
243.80 (251.92) |
3.33% | Details | |
| 7/27/2026 | Caterpillar | CAT | Downgrade | Hold (Buy) |
888.73 (802.89) |
-9.66% | Details | |
| 7/27/2026 | Visa | V | Upgrade | Buy (Hold) |
355.74 (367.06) |
3.18% | Details | |
| 7/15/2026 | Comfort Systems USA | FIX | Downgrade | Hold (Buy) |
1775.10 (1598.51) |
-9.95% | Details | |
| 7/15/2026 | Marvell | MRVL | Downgrade | Hold (Buy) |
222.44 (229.64) |
3.24% | Details | |
| 7/15/2026 | The TJX Companies | TJX | Downgrade | Hold (Buy) |
150.34 (126.72) |
-15.71% | Details | |
| 7/15/2026 | HSBC Holdings | HSBC | Downgrade | Hold (Buy) |
99.25 (103.61) |
4.39% | Details | |
| 7/15/2026 | Bank of New York Mellon | BK | New Coverage | Buy (N/A) |
137.16 (137.16) |
0% | Details | |
| 7/15/2026 | Arista Networks | ANET | Upgrade | Buy (Hold) |
182.57 (190.23) |
4.2% | Details | |
| 7/7/2026 | Meta Platforms Inc. | META | Upgrade | Buy (Hold) |
600.29 (651.80) |
8.58% | Details | |
| 7/7/2026 | Broadcom Limited | AVGO | Downgrade | Hold (Buy) |
373.90 (364.76) |
-2.44% | Details | |
| 6/25/2026 | NextEra Energy | NEE | Downgrade | Hold (Buy) |
87.62 (82.44) |
-5.91% | Details | |
| 6/25/2026 | Targa Resources | TRGP | New Coverage | Buy (N/A) |
266.32 (291.53) |
9.47% | Details | |
| 6/25/2026 | Micron Technology | MU | Upgrade | Buy (Hold) |
1048.51 (979.39) |
-6.59% | Details | |
| 6/5/2026 | CME Group | CME | Downgrade | Hold (Buy) |
256.06 (273.25) |
6.71% | Details | |
| 6/5/2026 | CBOE Holdings | CBOE | Downgrade | Hold (Buy) |
286.03 (287.14) |
0.39% | Details | |
| 6/5/2026 | Tesla | TSLA | Upgrade | Hold (Sell) |
418.45 (366.57) |
-12.4% | Details | |
| 6/5/2026 | Comfort Systems USA | FIX | New Coverage | Buy (N/A) |
1914.65 (1598.51) |
-16.51% | Details | |
| 6/5/2026 | Walmart | WMT | Downgrade | Hold (Buy) |
117.74 (105.99) |
-9.98% | Details | |
| 6/5/2026 | Broadcom Limited | AVGO | Upgrade | Buy () |
418.91 (364.76) |
-12.93% | Details | |
| 5/12/2026 | CBOE Holdings | CBOE | New Coverage | Buy (N/A) |
350.48 (287.14) |
-18.07% | Details | |
| 5/5/2026 | Verizon | VZ | Downgrade | Hold (Buy) |
47.57 (49.91) |
4.92% | Details | |
| 5/5/2026 | Shell Plc. | SHEL | Downgrade | Hold (Buy) |
89.26 (95.80) |
7.33% | Details | |
| 5/5/2026 | Eaton Corporation | ETN | New Coverage | Buy (N/A) |
422.44 (410.53) |
-2.82% | Details | |
| 5/5/2026 | Amgen | AMGN | Downgrade | Hold (Buy) |
323.85 (382.78) |
18.2% | Details | |
| 4/27/2026 | RTX Corp. | RTX | Downgrade | Hold (Buy) |
174.26 (196.99) |
13.04% | Details | |
| 4/27/2026 | Kroger | KR | Downgrade | Hold (Buy) |
67.23 (56.97) |
-15.26% | Details | |
| 4/27/2026 | Netflix | NFLX | Downgrade | Hold (Buy) |
92.44 (76.15) |
-17.62% | Details | |
| 4/27/2026 | McDonald's | MCD | Downgrade | Hold (Buy) |
299.36 (253.64) |
-15.27% | Details | |
| 4/27/2026 | UnitedHealth Group | UNH | Upgrade | Buy (Hold) |
354.92 (391.02) |
10.17% | Details | |
| 4/27/2026 | Applied Materials | AMAT | Upgrade | Buy (Hold) |
417.04 (458.25) |
9.88% | Details | |
| 4/2/2026 | Micron Technology | MU | Downgrade | Hold (Buy) |
367.85 (979.39) |
166.25% | Details | |
| 4/2/2026 | Lam Research | LRCX | Downgrade | Hold (Buy) |
222.01 (301.70) |
35.89% | Details | |
| 4/2/2026 | Broadcom Limited | AVGO | Downgrade | Hold (Buy) |
313.49 (364.76) |
16.35% | Details | |
| 4/2/2026 | Meta Platforms Inc. | META | Downgrade | Hold (Buy) |
579.23 (651.80) |
12.53% | Details | |
| 4/2/2026 | Toyota Motor | TM | Downgrade | Hold (Buy) |
209.67 (192.51) |
-8.18% | Details | |
| 4/2/2026 | Marvell | MRVL | New Coverage | Buy (N/A) |
106.71 (229.64) |
115.2% | Details | |
| 4/2/2026 | AMD | AMD | Upgrade | Buy (Hold) |
210.21 (505.14) |
140.3% | Details | |
| 4/2/2026 | Kroger | KR | New Coverage | Buy (N/A) |
70.54 (56.97) |
-19.24% | Details | |
| 4/2/2026 | Verizon Communications | VZ | Upgrade | Buy (Hold) |
49.39 (49.91) |
1.05% | Details | |
| 4/2/2026 | Walmart | WMT | Upgrade | Buy (Hold) |
124.74 (105.99) |
-15.03% | Details | |
| 3/24/2026 | Agnico-Eagle Mines Ltd. | AEM | Downgrade | Hold (Buy) |
184.04 (197.77) |
7.46% | Details | |
| 3/24/2026 | Procter & Gamble | PG | Downgrade | Hold (Buy) |
143.99 (142.29) |
-1.18% | Details | |
| 3/24/2026 | RTX Corp. | RTX | New Coverage | Buy (N/A) |
194.82 (196.99) |
1.11% | Details | |
| 3/24/2026 | Netflix | NFLX | Upgrade | Buy (Hold) |
93.38 (76.15) |
-18.45% | Details | |
| 3/5/2026 | Meta Platforms Inc. | META | Upgrade | Buy (Hold) |
667.73 (651.80) |
-2.39% | Details | |
| 3/5/2026 | CME Group | CME | Maintain | Buy (Hold) |
|
Details | ||
| 3/5/2026 | Agnico-Eagle Mines Ltd. | AEM | Upgrade | Buy (Hold) |
232.73 (197.77) |
-15.02% | Details | |
| 3/5/2026 | GE Vernova | GEV | New Coverage | Buy (N/A) |
841.27 (925.04) |
9.96% | Details | |
| 3/5/2026 | Walmart | WMT | Downgrade | Hold (Buy) |
127.81 (105.99) |
-17.07% | Details | |
| 3/5/2026 | Barclays | BCS | Downgrade | Hold (Buy) |
23.34 (26.16) |
12.08% | Details | |
| 3/5/2026 | Applied Materials | AMAT | New Coverage | Hold (N/A) |
357.76 (458.25) |
28.09% | Details | |
| 2/18/2026 | IBM | IBM | Downgrade | Hold (Buy) |
258.31 (237.16) |
-8.19% | Details | |
| 2/18/2026 | NextEra Energy | NEE | Upgrade | Buy (Hold) |
92.71 (82.44) |
-11.08% | Details | |
| 2/18/2026 | Procter & Gamble | PG | Upgrade | Buy (Hold) |
159.55 (142.29) |
-10.82% | Details | |
| 2/18/2026 | McDonald's | MCD | Upgrade | Buy (Hold) |
327.62 (253.64) |
-22.58% | Details | |
| 2/18/2026 | Alibaba | BABA | Downgrade | Hold (Buy) |
155.43 (108.57) |
-30.15% | Details | |
| 2/18/2026 | Cisco | CSCO | Downgrade | Hold (Buy) |
76.85 (108.54) |
41.24% | Details | |
| 1/23/2026 | Rio Tinto | RIO | Upgrade | Buy (Hold) |
87.30 (99.30) |
13.75% | Details | |
| 1/23/2026 | Ecolab Inc. | ECL | Downgrade | Hold (Buy) |
281.48 (269.43) |
-4.28% | Details | |
| 12/5/2025 | Uber Inc. | UBER | Downgrade | Hold (Buy) |
90.99 (70.85) |
-22.13% | Details | |
| 12/5/2025 | Amgen | AMGN | Upgrade | Buy (Hold) |
340.16 (382.78) |
12.53% | Details | |
| 12/5/2025 | IBM | IBM | Upgrade | Buy (Hold) |
307.99 (237.16) |
-23% | Details | |
| 11/27/2025 | Booking Holdings | BKNG | Downgrade | Hold (Buy) |
4906.24 (176.40) |
-96.4% | Details | |
| 11/20/2025 | Coinbase Global Inc. | COIN | Downgrade | Hold (Buy) |
257.29 (171.83) |
-33.22% | Details | |
| 11/20/2025 | HSBC Holdings | HSBC | Upgrade | Buy (Hold) |
69.14 (103.61) |
49.86% | Details | |
| 11/10/2025 | Cheniere Energy Partners, LP | CQP | Downgrade | Hold (Buy) |
50.91 (69.82) |
37.14% | Details | |
| 11/10/2025 | Arista Networks | ANET | Downgrade | Hold (Buy) |
134.65 (190.23) |
41.28% | Details | |
| 11/10/2025 | Meta Platforms Inc. | META | Downgrade | Hold (Buy) |
621.71 (651.80) |
4.84% | Details | |
| 11/10/2025 | Oracle | ORCL | Downgrade | Hold (Buy) |
239.26 (157.42) |
-34.21% | Details | |
| 11/10/2025 | Valero Energy | VLO | New Coverage | Buy (N/A) |
175.62 (388.00) |
120.93% | Details | |
| 11/10/2025 | Cisco | CSCO | Upgrade | Buy (Hold) |
71.07 (108.54) |
52.72% | Details | |
| 10/31/2025 | AutoZone | AZO | Downgrade | Hold (Buy) |
3705.63 (2883.68) |
-22.18% | Details | |
| 10/31/2025 | Netflix | NFLX | Downgrade | Hold (Buy) |
1089.00 (76.15) |
-93.01% | Details | |
| 10/31/2025 | Ross Stores, Inc. | ROST | New Coverage | Buy (N/A) |
158.07 (226.07) |
43.02% | Details | |
| 10/31/2025 | Toyota Motor | TM | Upgrade | Buy (Hold) |
207.21 (192.51) |
-7.09% | Details | |
| 10/24/2025 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 10/14/2025 | Abbvie | ABBV | Downgrade | Hold (Buy) |
230.50 (251.92) |
9.29% | Details | |
| 10/14/2025 | Ecolab Inc. | ECL | New Coverage | Buy (N/A) |
272.08 (281.48) |
3.45% | Details | |
| 10/14/2025 | Eli Lilly | LLY | Upgrade | Buy (Hold) |
833.49 (1126.86) |
35.2% | Details | |
| 10/3/2025 | Boston Scientific | BSX | Downgrade | Hold (Buy) |
96.22 (43.98) |
-54.29% | Details | |
| 10/3/2025 | Alibaba | BABA | Upgrade | Buy (Hold) |
189.34 (108.57) |
-42.66% | Details | |
| 10/3/2025 | Caterpillar | CAT | Upgrade | Buy (Hold) |
490.57 (888.73) |
81.16% | Details | |
| 10/3/2025 | Bank of America | BAC | Upgrade | Buy (Hold) |
50.48 (62.25) |
23.32% | Details | |
| 9/22/2025 | Visa | V | Downgrade | Hold (Buy) |
341.61 (367.06) |
7.45% | Details | |
| 9/22/2025 | Intel | INTC | Upgrade | Hold (Sell) |
29.58 (101.20) |
242.12% | Details | |
| 9/22/2025 | Royal Bank of Canada | RY | Upgrade | Buy (Hold) |
147.26 (206.15) |
39.99% | Details | |
| 9/22/2025 | ASML Inc. | ASML | Upgrade | Buy (Hold) |
932.15 (1700.69) |
82.45% | Details | |
| 9/11/2025 | AMD | AMD | Downgrade | Hold (Buy) |
159.54 (505.14) |
216.62% | Details | |
| 9/11/2025 | Schneider National | SNDR | Upgrade | Buy (Hold) |
23.85 (34.25) |
43.61% | Details | |
| 9/11/2025 | Waste Management | WM | Downgrade | Hold (Buy) |
217.69 (216.47) |
-0.56% | Details | |
| 9/5/2025 | The TJX Companies | TJX | New Coverage | Buy (N/A) |
141.02 (126.72) |
-10.14% | Details | |
| 8/14/2025 | SAP AG | SAP | Downgrade | Hold (Buy) |
278.82 (206.93) |
-25.78% | Details | |
| 8/14/2025 | Fortinet | FTNT | Downgrade | Hold (Buy) |
79.33 (159.69) |
101.3% | Details | |
| 8/14/2025 | IBM | IBM | Downgrade | Hold (Buy) |
240.07 (237.16) |
-1.21% | Details | |
| 8/14/2025 | Micron Technology | MU | New Coverage | Buy (N/A) |
124.27 (979.39) |
688.11% | Details | |
| 8/14/2025 | Lam Research | LRCX | New Coverage | Buy (N/A) |
106.74 (301.70) |
182.65% | Details | |
| 8/5/2025 | Walmart | WMT | Upgrade | Buy (Hold) |
99.59 (105.99) |
6.43% | Details | |
| 8/5/2025 | Booking Holdings | BKNG | Upgrade | Buy (Hold) |
5476.09 (176.40) |
-96.78% | Details | |
| 8/5/2025 | Costco Wholesale | COST | Downgrade | Hold (Buy) |
955.37 (903.62) |
-5.42% | Details | |
| 7/23/2025 | AMD | AMD | Upgrade | Buy (Hold) |
154.72 (159.54) |
3.12% | Details | |
| 7/23/2025 | Johnson & Johnson | JNJ | Upgrade | Buy (Hold) |
167.93 (265.89) |
58.33% | Details | |
| 7/23/2025 | Arista Networks | ANET | Upgrade | Buy (Hold) |
109.78 (190.23) |
73.28% | Details | |
| 7/23/2025 | Coinbase Global Inc. | COIN | New Coverage | Buy (N/A) |
404.44 (257.29) |
-36.38% | Details | |
| 7/23/2025 | ASML Inc. | ASML | Downgrade | Hold (Buy) |
705.48 (1700.69) |
141.07% | Details | |
| 7/23/2025 | Intuitive Surgical | ISRG | Downgrade | Hold (Buy) |
511.00 (360.31) |
-29.49% | Details | |
| 7/23/2025 | ServiceNow | NOW | Downgrade | Hold (Buy) |
962.37 (133.43) |
-86.14% | Details | |
| 7/23/2025 | Arthur J. Gallagher | AJG | Downgrade | Hold (Buy) |
312.41 (245.21) |
-21.51% | Details | |
| 6/30/2025 | Amrize Ltd | AMRZ | New Coverage | Buy (N/A) |
0.95 (40.17) |
4128.42% | Details | |
| 6/5/2025 | salesforce.com | CRM | Downgrade | Hold (Buy) |
264.47 (244.78) |
-7.45% | Details | |
| 6/5/2025 | Intuitive Surgical | ISRG | Upgrade | Buy (Hold) |
551.85 (360.31) |
-34.71% | Details | |
| 6/5/2025 | Eli Lilly | LLY | Downgrade | Hold (Buy) |
750.78 (1126.86) |
50.09% | Details | |
| 5/23/2025 | Vertex | VRTX | Downgrade | Hold (Buy) |
434.03 (517.50) |
19.23% | Details | |
| 5/23/2025 | CME Group | CME | Downgrade | Hold (Buy) |
282.00 (273.25) |
-3.1% | Details | |
| 5/23/2025 | McDonald's | MCD | Downgrade | Hold (Buy) |
314.31 (253.64) |
-19.3% | Details | |
| 5/8/2025 | Boston Scientific | BSX | New Coverage | Buy (N/A) |
104.80 (43.98) |
-58.03% | Details | |
| 5/8/2025 | Amgen | AMGN | Downgrade | Hold (Buy) |
275.84 (382.78) |
38.77% | Details | |
| 5/8/2025 | NextEra Energy | NEE | Downgrade | Hold (Buy) |
67.36 (82.44) |
22.39% | Details | |
| 4/30/2025 | ServiceNow | NOW | Upgrade | Buy (Hold) |
942.86 (133.43) |
-85.85% | Details | |
| 4/30/2025 | UnitedHealth Group | UNH | Downgrade | Hold (Buy) |
409.23 (391.02) |
-4.45% | Details | |
| 4/30/2025 | Procter & Gamble | PG | Downgrade | Hold (Buy) |
162.26 (142.29) |
-12.31% | Details | |
| 4/16/2025 | UnitedHealth Group | UNH | Upgrade | Buy (Hold) |
583.59 (391.02) |
-33% | Details | |
| 4/16/2025 | NextEra Energy | NEE | Upgrade | Buy (Hold) |
67.66 (82.44) |
21.84% | Details | |
| 3/17/2025 | Intuitive Surgical | ISRG | Downgrade | Hold (Buy) |
484.44 (551.85) |
13.92% | Details | |
| 3/17/2025 | Booking Holdings | BKNG | Downgrade | Hold (Buy) |
4465.48 (176.40) |
-96.05% | Details | |
| 3/17/2025 | Walmart | WMT | Downgrade | Hold (Buy) |
85.35 (105.99) |
24.18% | Details | |
| 3/17/2025 | CME Group | CME | New Coverage | Buy (N/A) |
258.68 (273.25) |
5.63% | Details | |
| 3/17/2025 | Abbvie | ABBV | Upgrade | Buy (Hold) |
211.77 (251.92) |
18.96% | Details | |
| 3/17/2025 | Procter & Gamble | PG | Upgrade | Buy (Hold) |
167.97 (142.29) |
-15.29% | Details | |
| 3/17/2025 | McDonald's | MCD | Upgrade | Buy (Hold) |
299.83 (253.64) |
-15.41% | Details | |
| 3/17/2025 | IBM | IBM | Upgrade | Buy (Hold) |
248.35 (237.16) |
-4.51% | Details | |
| 3/7/2025 | Fresenius Medical Care | FMS | New Coverage | Buy (N/A) |
23.56 (22.35) |
-5.14% | Details | |
| 3/7/2025 | Tesla | TSLA | Downgrade | Sell (Hold) |
263.45 (366.57) |
39.14% | Details | |
| 3/7/2025 | Home Depot | HD | Downgrade | Hold (Buy) |
381.73 (307.06) |
-19.56% | Details | |
| 3/7/2025 | Bank of America | BAC | Downgrade | Hold (Buy) |
41.20 (62.25) |
51.09% | Details | |
| 3/7/2025 | Caterpillar | CAT | Downgrade | Hold (Buy) |
341.01 (802.89) |
135.44% | Details | |
| 3/7/2025 | ONEOK Inc | OKE | Downgrade | Hold (Buy) |
89.74 (95.75) |
6.7% | Details | |
| 3/7/2025 | Banco Santander | SAN | Upgrade | Buy (Hold) |
6.63 (14.62) |
120.51% | Details | |
| 3/7/2025 | Shell Plc. | SHEL | Upgrade | Buy (Hold) |
66.01 (95.80) |
45.13% | Details | |
| 3/7/2025 | AutoZone | AZO | New Coverage | Buy (N/A) |
3615.79 (2883.68) |
-20.25% | Details | |
| 2/26/2025 | UnitedHealth Group | UNH | Downgrade | Hold (Buy) |
470.38 (583.59) |
24.07% | Details | |
| 2/26/2025 | Lululemon Athletica Inc. | LULU | Downgrade | Hold (Buy) |
366.72 (98.25) |
-73.21% | Details | |
| 2/26/2025 | Vertex | VRTX | Upgrade | Buy (Hold) |
480.35 (517.50) |
7.73% | Details | |
| 2/26/2025 | ServiceNow | NOW | Downgrade | Hold (Buy) |
922.29 (942.86) |
2.23% | Details | |
| 2/26/2025 | Fortinet | FTNT | New Coverage | Buy (N/A) |
108.06 (159.69) |
47.78% | Details | |
| 2/26/2025 | Coca-Cola | KO | Upgrade | Buy (Hold) |
71.49 (88.42) |
23.68% | Details | |
| 2/19/2025 | ICICI Bank | IBN | Downgrade | Hold (Buy) |
28.27 (28.81) |
1.91% | Details | |
| 2/19/2025 | Diageo plc | DEO | New Coverage | Hold (N/A) |
107.72 (86.65) |
-19.56% | Details | |
| 2/5/2025 | Lululemon Athletica Inc. | LULU | New Coverage | Buy (N/A) |
415.90 (98.25) |
-76.38% | Details | |
| 2/5/2025 | WW Grainger | GWW | Downgrade | Hold (Buy) |
1042.59 (1273.79) |
22.18% | Details | |
| 2/5/2025 | Equinor ASA (ADR) | EQNR | Downgrade | Hold (Buy) |
24.78 (45.04) |
81.76% | Details | |
| 2/5/2025 | ABB Ltd | ABB | Downgrade | Hold (Buy) |
37.13 (37.13) |
0% | Details | |
| 2/5/2025 | Waste Management | WM | Upgrade | Buy (Hold) |
222.14 (217.69) |
-2% | Details | |
| 2/5/2025 | Amgen | AMGN | Upgrade | Buy (Hold) |
289.02 (382.78) |
32.44% | Details | |
| 2/5/2025 | Eli Lilly | LLY | Upgrade | Buy (Hold) |
826.07 (750.78) |
-9.11% | Details | |
| 1/29/2025 | Royal Bank of Canada | RY | Downgrade | Hold (Buy) |
123.11 (206.15) |
67.45% | Details | |
| 1/29/2025 | Infosys Technologies | INFY | Downgrade | Hold (Buy) |
21.53 (10.88) |
-49.47% | Details | |
| 1/29/2025 | Spotify | SPOT | New Coverage | Buy (N/A) |
530.80 (528.62) |
-0.41% | Details | |
| 1/21/2025 | Public Service Enterprise Group Inc. | PEG | Downgrade | Hold (Buy) |
88.48 (72.53) |
-18.03% | Details | |
| 1/21/2025 | Vertex | VRTX | Downgrade | Hold (Buy) |
416.96 (517.50) |
24.11% | Details | |
| 1/21/2025 | ONEOK Inc | OKE | New Coverage | Buy (N/A) |
108.66 (95.75) |
-11.88% | Details | |
| 1/21/2025 | Equinor ASA (ADR) | EQNR | Upgrade | Buy (Hold) |
25.06 (45.04) |
79.73% | Details | |
| 11/27/2024 | Eli Lilly | LLY | Downgrade | Hold (Buy) |
789.32 (1126.86) |
42.76% | Details | |
| 11/27/2024 | Barclays | BCS | New Coverage | Buy (N/A) |
13.14 (26.16) |
99.09% | Details | |
| 11/19/2024 | Intuitive Surgical | ISRG | Upgrade | Buy (Hold) |
531.64 (484.44) |
-8.88% | Details | |
| 11/19/2024 | Linde | LIN | Downgrade | Hold (Buy) |
448.57 (461.90) |
2.97% | Details | |
| 11/19/2024 | Novartis | NVS | Downgrade | Hold (Buy) |
103.04 (138.07) |
34% | Details | |
| 11/19/2024 | Unilever plc | UL | Downgrade | Hold (Buy) |
57.90 (61.82) |
6.77% | Details | |
| 11/19/2024 | salesforce.com | CRM | Upgrade | Buy (Hold) |
322.25 (264.47) |
-17.93% | Details | |
| 11/5/2024 | D.R. Horton | DHI | Downgrade | Hold (Buy) |
170.74 (135.40) |
-20.7% | Details | |
| 10/22/2024 | ASML Inc. | ASML | Downgrade | Hold (Buy) |
714.10 (1700.69) |
138.16% | Details | |
| 10/22/2024 | Uber Inc. | UBER | Upgrade | Buy (Hold) |
80.46 (90.99) |
13.09% | Details | |
| 9/30/2024 | Public Service Enterprise Group Inc. | PEG | New Coverage | Buy (N/A) |
88.25 (72.53) |
-17.81% | Details | |
| 9/30/2024 | Agnico-Eagle Mines Ltd. | AEM | New Coverage | Buy (N/A) |
81.82 (197.77) |
141.71% | Details | |
| 9/30/2024 | Regeneron Pharma | REGN | Downgrade | Hold (Buy) |
1042.69 (793.49) |
-23.9% | Details | |
| 9/30/2024 | WW Grainger | GWW | Upgrade | Buy (Hold) |
1035.94 (1273.79) |
22.96% | Details | |
| 9/30/2024 | Shell Plc. | SHEL | Downgrade | Hold (Buy) |
81.63 (95.80) |
17.36% | Details | |
| 9/30/2024 | AstraZeneca | AZN | Downgrade | Hold (Buy) |
77.62 (92.77) |
19.52% | Details | |
| 9/30/2024 | Oracle | ORCL | Upgrade | Buy (Hold) |
168.74 (157.42) |
-6.71% | Details | |
| 9/11/2024 | salesforce.com | CRM | Downgrade | Hold (Buy) |
246.16 (244.78) |
-0.56% | Details | |
| 9/11/2024 | AstraZeneca | AZN | Upgrade | Buy (Hold) |
81.16 (92.77) |
14.31% | Details | |
| 9/11/2024 | Infosys Technologies | INFY | Upgrade | Buy (Hold) |
22.93 (10.88) |
-52.55% | Details | |
| 9/5/2024 | Cadence Designs | CDNS | Downgrade | Hold (Buy) |
254.13 (285.51) |
12.35% | Details | |
| 9/5/2024 | Royal Bank of Canada | RY | Upgrade | Buy (Hold) |
122.08 (206.15) |
68.86% | Details | |
| 9/5/2024 | Novartis | NVS | Upgrade | Buy (Hold) |
119.38 (138.07) |
15.66% | Details | |
| 9/5/2024 | Pfizer | PFE | Downgrade | Hold (Buy) |
28.39 (27.51) |
-3.1% | Details | |
| 6/14/2024 | Booking Holdings | BKNG | Upgrade | Buy (Hold) |
3856.14 (4465.48) |
15.8% | Details | |
| 6/14/2024 | Unilever | UN | Upgrade | Buy (Hold) |
60.50 (21.46) |
-64.53% | Details | |
| 6/14/2024 | WW Grainger | GWW | Downgrade | Hold (Buy) |
921.07 (1273.79) |
38.29% | Details | |
| 6/14/2024 | Waste Management | WM | Downgrade | Hold (Buy) |
201.22 (216.47) |
7.58% | Details | |
| 6/14/2024 | Intuit | INTU | Downgrade | Hold (Buy) |
594.62 (314.48) |
-47.11% | Details | |
| 6/14/2024 | Toyota Motor | TM | Downgrade | Hold (Buy) |
199.35 (192.51) |
-3.43% | Details | |
| 6/14/2024 | BP | BP | Downgrade | Hold (Buy) |
35.19 (45.97) |
30.63% | Details | |
| 6/14/2024 | Arista Networks | ANET | New Coverage | Buy (N/A) |
331.67 (190.23) |
-42.64% | Details | |
| 6/14/2024 | Apple | AAPL | Upgrade | Buy (Hold) |
214.24 (320.06) |
49.39% | Details | |
| 4/26/2024 | NextEra Energy | NEE | Upgrade | Buy (Hold) |
66.90 (67.66) |
1.14% | Details | |
| 4/26/2024 | Apple | AAPL | Downgrade | Hold (Buy) |
169.89 (320.06) |
88.39% | Details | |
| 4/3/2024 | McDonald's | MCD | Downgrade | Hold (Buy) |
277.74 (299.83) |
7.95% | Details | |
| 4/3/2024 | S&P Global | SPGI | Downgrade | Hold (Buy) |
426.11 (416.54) |
-2.25% | Details | |
| 4/3/2024 | Bank of America | BAC | Upgrade | Buy (Hold) |
37.30 (62.25) |
66.89% | Details | |
| 4/3/2024 | Eli Lilly | LLY | Upgrade | Buy (Hold) |
763.96 (1126.86) |
47.5% | Details | |
| 4/3/2024 | BP | BP | Upgrade | Buy (Hold) |
38.65 (45.97) |
18.94% | Details | |
| 3/13/2024 | Imperial Oil Limited | IMO | New Coverage | Buy (N/A) |
66.09 (131.66) |
99.21% | Details | |
| 3/13/2024 | Uber Inc. | UBER | New Coverage | Buy (N/A) |
78.32 (80.46) |
2.73% | Details | |
| 3/13/2024 | Deutsche Bank | DB | Upgrade | Hold (Sell) |
14.88 (40.38) |
171.37% | Details | |
| 3/13/2024 | UnitedHealth Group | UNH | Downgrade | Hold (Buy) |
489.35 (391.02) |
-20.09% | Details | |
| 3/13/2024 | Booking Holdings | BKNG | Downgrade | Hold (Buy) |
3500.00 (3856.14) |
10.18% | Details | |
| 12/22/2023 | ExxonMobil | XOM | Downgrade | Hold (Buy) |
101.73 (164.96) |
62.15% | Details | |
| 12/22/2023 | Waste Management | WM | Upgrade | Buy (Hold) |
176.81 (216.47) |
22.43% | Details | |
| 12/22/2023 | Oracle | ORCL | Downgrade | Hold (Buy) |
105.86 (157.42) |
48.71% | Details | |
| 4/25/2023 | NVIDIA | NVDA | Upgrade | Buy (Hold) |
27.04 (218.91) |
709.58% | Details | |
| 4/25/2023 | NextEra Energy | NEE | Downgrade | Hold (Buy) |
79.04 (82.44) |
4.3% | Details |

