Downgrades Buy Hold X

AJG Arthur J. Gallagher

Erste Group

Upgrades Hold Buy X

AMD Advanced Micro Devices

Erste Group

Upgrades Hold Buy X

ANET Arista Networks

Erste Group

Downgrades Buy Hold X

ASML ASML

Erste Group

Upgrades Hold Buy X

AVGO Broadcom

Erste Group

Upgrades Hold Buy X

BKNG Booking Holdings

Erste Group

Initiated Buy X

COIN Coinbase Global

Erste Group

Downgrades Buy Hold X

COST Costco

Erste Group

Downgrades Buy Hold X

CRM Salesforce

Erste Group

Downgrades Buy Hold X

FTNT Fortinet

Erste Group

Downgrades Buy Hold X

IBM IBM

Erste Group

Downgrades Buy Hold X

ISRG Intuitive Surgical

Erste Group

Upgrades Hold Buy X

ISRG Intuitive Surgical

Erste Group

Upgrades Hold Buy X

JNJ Johnson & Johnson

Erste Group

Downgrades Buy Hold X

LLY Eli Lilly

Erste Group

Resumed Buy X

LRCX Lam Research

Erste Group

Resumed Buy X

MU Micron

Erste Group

Downgrades Buy Hold X

NOW ServiceNow

Erste Group

Downgrades Buy Hold X

SAP SAP SE

Erste Group

Upgrades Hold Buy X

WMT Walmart

Erste Group