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Marriott Upgraded, Roku Downgraded: Updated Rankings on Top Blue-Chip Stocks

Are your holdings on the move? See my updated ratings for 131 stocks.

Marriott Upgraded, Roku Downgraded: Updated Rankings on Top Blue-Chip Stocks

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During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to start. After taking a close look at the latest data on institutional buying pressure and each company’s fundamental health, I decided to revise my Stock Grader recommendations for 131 big blue chips. Chances are that you have at least one of these stocks in your portfolio, so you may want to give this list a skim and act accordingly.

Upgraded: Strong to Very Strong

SymbolCompany NameQuantitative GradeFundamental GradeTotal Grade
ALABAstera Labs, Inc.ABA
AMAntero Midstream Corp.ACA
BGBunge Global SAACA
BKRBaker Hughes Company Class AABA
EAElectronic Arts Inc.ABA
ETEnergy Transfer LPACA
EVRGEvergy, Inc.ACA
HPEHewlett Packard Enterprise Co.ACA
HSTHost Hotels & Resorts, Inc.ABA
IESCIES Holdings, Inc.ABA
MODModine Manufacturing CompanyACA
MRVLMarvell Technology, Inc.ABA
NUENucor CorporationABA
OKEONEOK, Inc.ACA
PSXPhillips 66ACA
ROIVRoivant Sciences Ltd.ACA
ROSTRoss Stores, Inc.ABA
STMSTMicroelectronics NV Sponsored ADR RegSACA
TPRTapestry, Inc.AAA

Downgraded: Very Strong to Strong

SymbolCompany NameQuantitative GradeFundamental GradeTotal Grade
ALBAlbemarle CorporationABB
AMXAmerica Movil SAB de CV Sponsored ADR Class BABB
AUAnglogold Ashanti PLCBBB
BAPCredicorp Ltd.ABB
CXCemex SAB de CV Sponsored ADRABB
DYDycom Industries, Inc.ACB
EMAEmera IncorporatedACB
EMEEMCOR Group, Inc.ABB
HWMHowmet Aerospace Inc.BBB
KGCKinross Gold CorporationBBB
NBISNebius Group N.V. Class AABB
PAAPlains All American Pipeline, L.P.ACB
PAASPan American Silver Corp.BBB
VODVodafone Group Public Limited Company Sponsored ADRACB
WELLWelltower Inc.ABB

Upgraded: Neutral to Strong

SymbolCompany NameQuantitative GradeFundamental GradeTotal Grade
AESAES CorporationBBB
AFGAmerican Financial Group, Inc.BCB
AFLAflac IncorporatedBBB
ANETArista Networks IncBBB
BURLBurlington Stores, Inc.ACB
DOCHealthpeak Properties, Inc.CBB
DTEDTE Energy CompanyBDB
EWBCEast West Bancorp, Inc.BCB
EXCExelon CorporationBCB
EXEExpand Energy CorporationBCB
FRTFederal Realty Investment TrustBBB
FSLRFirst Solar, Inc.BCB
IHGInterContinental Hotels Group PLC Sponsored ADRBCB
KEYKeyCorpBCB
MARMarriott International, Inc. Class ABCB
NTAPNetApp, Inc.BCB
NXPINXP Semiconductors NVBBB
OGEOGE Energy Corp.BDB
PEverpure, Inc. Class ACBB
PFGPrincipal Financial Group, Inc.BCB
PPLPPL CorporationBCB
QCOMQUALCOMM IncorporatedBBB
REGRegency Centers CorporationBCB
RLRalph Lauren Corporation Class ABCB
RSReliance, Inc.BBB
SPGSimon Property Group, Inc.BCB
TPLTexas Pacific Land CorporationBCB
TXTTextron Inc.BCB
UNPUnion Pacific CorporationBCB
XELXcel Energy Inc.BCB
YUMCYum China Holdings, Inc.BCB

Downgraded: Strong to Neutral

SymbolCompany NameQuantitative GradeFundamental GradeTotal Grade
AERAerCap Holdings NVCCC
AVGOBroadcom Inc.CCC
BBDBanco Bradesco SA Sponsored ADR PfdCBC
BENFranklin Resources, Inc.CBC
FCXFreeport-McMoRan, Inc.CBC
FERFerrovial N.V.CCC
HUBBHubbell IncorporatedCCC
IBKRInteractive Brokers Group, Inc. Class ACCC
INGING Groep N.V. Sponsored ADRCBC
KTOSKratos Defense & Security Solutions, Inc.CBC
LTMLATAM Airlines Group SA Sponsored ADRCBC
MRNAModerna, Inc.BCC
ONCBeOne Medicines Ltd. Sponsored ADRCBC
RGLDRoyal Gold, Inc.CCC
ROKRockwell Automation, Inc.CBC
ROKURoku, Inc. Class ACBC
SANBanco Santander S.A. Sponsored ADRCBC
TSNTyson Foods, Inc. Class ACBC
URIUnited Rentals, Inc.CCC
See also  <!DOCTYPE html><html lang="en"><head> <meta charset="UTF-8"> <meta http-equiv="X-UA-Compatible" content="IE=edge"> <meta name="viewport" content="width=device-width, initial-scale=1.0"> <title>Examining Big US Stocks in Q1’24</title></head><body> <article> <h2>The Delusion of Big US Stock Valuations</h2> <p>The big US stocks dominating markets and investors’ portfolios continue to showcase astounding resilience. Their performance during the latest earnings season has been nothing short of breathtaking. However, this prosperity stands in stark contrast to the slow growth of underlying profits, pushing valuations deeper into an ominous bubble chamber. The unchecked rise of stock prices underscored by herd mentality and market psychology has obscured the fundamental reality of these companies.</p> <p>Quarterly financial reports serve as a reality check, dispelling the mist of emotions that often cloud investors' judgment. These reports bring forth a treasure trove of data, from full financial statements to management's insights on future strategies and growth. They act as a lighthouse in the stormy sea of market speculation, providing invaluable information for investors.</p> <h2>The Euphoria of Q1’24 Market Performance</h2> <p>The first quarter of 2024 witnessed a meteoric rise in the flagship stock index, driven predominantly by the giants of the US stock market. With relentless gains pushing major indices to dizzying heights, a sense of euphoria and greed enveloped investors. However, such exuberance often precedes a reckoning in the form of market corrections or bearish downturns. All eyes are now on the market, especially those dependent on big US stocks for their retirement savings.</p> <h2>Insights from Big US Companies' Q1’24 Results</h2> <p>As the dust settles post-Q1’24, investors eagerly assess the performance of the top US companies that dictate market trends. These behemoths, commanding a lion's share of the market cap, play a pivotal role in shaping the market sentiment. By delving into their quarterly results, investors gain crucial insights into the market's trajectory and inherent risks.</p> <h2>Concerns Amidst Market Concentration</h2> <p>The top-heavy nature of the US stock market poses a significant risk, with a handful of mega-cap tech stocks dominating the landscape. The disproportionate influence of these tech giants, including Microsoft, Apple, and Amazon, raises concerns about market stability. The overreliance on these market darlings leaves the broader market vulnerable to sudden shifts and corrections.</p> <h2>The Sway of Mega-Cap Technology Companies</h2> <p>The Magnificent 7 mega-cap technology stocks continue to wield immense power, driving market trends and investor sentiment. The staggering market cap amassed by these tech behemoths underscores their influence on the overall market performance. However, the unchecked growth of these stocks, fueled by peer pressure and market dynamics, raises alarms about their sustainability and the broader market's health.</p> <h2>The Allure and Risks of Mega-Cap Tech Stocks</h2> <p>While the allure of mega-cap tech stocks remains strong, the overreliance on these market giants poses inherent risks. As fund managers flock to these tech darlings in pursuit of stellar returns, the market becomes increasingly vulnerable to corrections and downturns. The success of these mega-cap stocks is a double-edged sword, promising riches while potentially leading the market into uncharted territory.</p> </article></body></html></html><!DOCTYPE html><html lang="en"><head> <meta charset="UTF-8"> <meta name="viewport" content="width=device-width, initial-scale=1.0"> <title>Revenue Woes: Tech Titans Face Growing Pains</title></head><body> <article> Revenue Woes: Tech Titans Face Growing Pains

Upgraded: Weak to Neutral

SymbolCompany NameQuantitative GradeFundamental GradeTotal Grade
BMRNBioMarin Pharmaceutical Inc.DCC
CNACNA Financial CorporationCDC
CPAYCorpay, Inc.DBC
DECKDeckers Outdoor CorporationDCC
DHID.R. Horton, Inc.CCC
DKSDick’s Sporting Goods, Inc.CCC
ELVElevance Health, Inc.CCC
FCNCAFirst Citizens BancShares, Inc. Class ACCC
HEI.AHEICO Corporation Class ADCC
HONHoneywell International Inc.CDC
IBMInternational Business Machines CorporationDCC
LOGILogitech International S.A.CCC
METMetLife, Inc.DCC
PHMPulteGroup, Inc.CDC
PSAPublic StorageDCC
SGISomnigroup International Inc.DCC
SUISun Communities, Inc.CDC
SWKSSkyworks Solutions, Inc.CCC
TMOThermo Fisher Scientific Inc.CCC
TROWT. Rowe Price Group, Inc.CCC
TXRHTexas Roadhouse, Inc.DCC
WSMWilliams-Sonoma, Inc.CCC
WYWeyerhaeuser CompanyDBC

Downgraded: Neutral to Weak

SymbolCompany NameQuantitative GradeFundamental GradeTotal Grade
ASAmer Sports, Inc.DBD
BJBJ’s Wholesale Club Holdings, Inc.DCD
CLColgate-Palmolive CompanyDCD
HMYHarmony Gold Mining Co. Ltd. Sponsored ADRDCD
KEPKorea Electric Power Corporation Sponsored ADRDCD
RBRKRubrik, Inc. Class ADBD
TTTrane Technologies plcDCD
TTWOTake-Two Interactive Software, Inc.DCD
ULUnilever PLC Sponsored ADRDCD
XYZBlock, Inc. Class ADCD

Upgraded: Very Weak to Weak

SymbolCompany NameQuantitative GradeFundamental GradeTotal Grade
ALCAlcon AGFCD
CLXClorox CompanyFDD
HRLHormel Foods CorporationFCD
MAAMid-America Apartment Communities, Inc.FCD
NKENIKE, Inc. Class BFCD
NVRNVR, Inc.FDD
PGRProgressive CorporationFCD
SYKStryker CorporationFCD

Downgraded: Weak to Very Weak

SymbolCompany NameQuantitative GradeFundamental GradeTotal Grade
ARCCAres Capital CorporationFCF
CGCarlyle Group IncFDF
COINCoinbase Global, Inc. Class AFDF
HMCHonda Motor Co., Ltd. Sponsored ADRFDF
INTUIntuit Inc.FCF
LILi Auto, Inc. Sponsored ADR Class AFCF

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Sincerely,

An image of a cursive signature in black text.An image of a cursive signature in black text.

Louis Navellier

Editor, Market 360


Article printed from InvestorPlace Media, https://investorplace.com/market360/2026/05/20260526-blue-chip-upgrades-downgrades/.

©2026 InvestorPlace Media, LLC

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