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Following are 25 large cap companies which have seen a positive shift in analyst sentiment in the last month; receiving two or more analyst upgrades:

Ticker

Company Name

Market Cap (mil)

No. of analyst upgrades in last 1 month

HUM

HUMANA INC

11253.77

2

NVDA

NVIDIA CORP

11337.14

2

NE

NOBLE CORP

11462.08

5

MU

MICRON TECH

11728.12

2

CCI

CROWN CASTLE INT

11967.17

3

PXD

PIONEER NAT RES

11967.77

2

PPL

PP&L CORP

12012.92

2

NFLX

NETFLIX INC

12555.27

2

FITB

FIFTH 3RD BCP OH

12784.76

2

ALTR

ALTERA CP

14036.69

3

PH

PARKER HANNIFIN

15268.71

2

STI

SUNTRUST BKS GA

15706.43

3

NBL

NOBLE ENERGY

17222.26

2

PCAR

PACCAR INC

18385.34

2

BBT

BB&T CP

19249.73

3

AMT

AMER TOWER CP-A

20083.43

3

JNPR

JUNIPER NETWORKS

21803.42

2

CHK

CHESAPEAKE ENERG

21945.25

3

COF

CAPITAL ONE FINL

23786.62

2

LMT

LOCKHEED MARTIN

28084.17

2

JCI

JOHNSON CONTROLS

18401.16

2

CSX

CSX CP

29633.62

2

LVS

LAS VEGAS SANDS

30889.55

2

APA

APACHE CP

48969.29

2

T

AT&T INC

177638.6

4

Here are some of the specifics about these companies, including a brief description of their businesses, growth rates (top line and bottom line) and valuations:

Humana Inc. is a health and supplemental benefits company. Its EPS forecast for the current year is 6.26 and for next year is 6.71. According to the consensus estimates, its top line is expected to grow 8.31% in the current year and 2.28% next year. It is trading at a forward P/E of 9.94. Out of 26 analysts covering the company, 13 are positive and have buy recommendations, one has a sell recommendation and 12 have hold ratings.

NVIDIA Corporation is a provider of visual computing technologies and the inventor of the graphics processing unit (GPU). Its EPS forecast for the current year is 1.04 and for next year is 1.29. According to the consensus estimates, its top line is expected to grow 15.27% in the current year and 9.55% next year. It is trading at a forward P/E of 14.91. Out of 32 analysts covering the company, 10 are positive and have buy recommendations and 22 have hold ratings.

Noble Corporation is an offshore drilling contractor for the oil and gas industry. Its EPS forecast for the current year is 2.3 and for next year is 3.88. According to the consensus estimates, its top line is expected to grow 1.85% in the current year and 28.3% next year. It is trading at a forward P/E of 11.72. Out of 43 analysts covering the company, 17 are positive and have buy recommendations, four have sell recommendations and 22 have hold ratings.

Micron Technology, Inc. is a manufacturer and marketer of semiconductor devices, principally dynamic random access memory (DRAM), Nandi Flash memory (NAND Flash and NOR Flash memory, as well as other innovative memory technologies). Its EPS forecast for the current year is 0.6 and for next year is 1.26. According to the consensus estimates, its top line is expected to grow 10.6% in the current year and 13.87% next year. It is trading at a forward P/E of 9.3. Out of 24 analysts covering the company, sixteen are positive and have buy recommendations, two have sell recommendations and six have hold ratings.

Crown Castle International Corp. owns, operates and leases towers and other wireless infrastructure, including distributed antenna system (DAS) networks in the United States and rooftop installations. Its EPS forecast for the current year is 0.42 and for next year is 0.73. According to the consensus estimates, its top line is expected to grow 7.03% in the current year and 6.63% next year. It is trading at a forward P/E of 56.39. Out of 22 analysts covering the company, 16 are positive and have buy recommendations and six have hold ratings.

Pioneer Natural Resources Company is an independent oil and gas exploration and production company with operations in the United States, South Africa and Tunisia. Its EPS forecast for the current year is 3.21 and for next year is 4.71. According to the consensus estimates, its top line is expected to grow 37.67% in the current year and 24.91% next year. It is trading at a forward P/E of 21.82. Out of 28 analysts covering the company, 17 are positive and have buy recommendations and 11 have hold ratings.

PPL Corporation is an energy and utility holding company. Its EPS forecast for the current year is 2.61 and for next year is 2.42. According to the consensus estimates, its top line is expected to grow 29.94% in the current year and 1.76% next year. It is trading at a forward P/E of 10.25. Out of 15 analysts covering the company, seven are positive and have buy recommendations and eight have hold ratings.

Netflix, Inc. is an internet subscription service streaming television shows and movies. Its EPS forecast for the current year is 4.39 and for next year is 6.36. According to the consensus estimates, its top line is expected to grow 44.95% in the current year and 30.31% next year. It is trading at a forward P/E of 37.32. Out of 31 analysts covering the company, 11 are positive and have buy recommendations, seven have sell recommendations and 13 have hold ratings.

Fifth Third Bancorp is a diversified financial services company. The firm operates in four business segments: Commercial Banking, Branch Banking, Consumer Lending and Investment Advisors. Its EPS forecast for the current year is 1.18 and for next year is 1.46. According to the consensus estimates, its top line is expected to grow -3.35% in the current year and 3.73% next year. It is trading at a forward P/E of 9.56. Out of 30 analysts covering the company, 10 are positive and have buy recommendations, one has a sell recommendation and 19 have hold ratings.

Altera Corporation is a semiconductor company. Altera designs, manufactures and markets programmable logic devices (PLDs), HardCopy application-specific integrated circuits (ASICs), intellectual property (IP) cores and development software. Its EPS forecast for the current year is 2.49 and for next year is 2.63. According to the consensus estimates, its top line is expected to grow 9.7% in the current year and 8.39% next year. It is trading at a forward P/E of 16.69. Out of 29 analysts covering the company, 12 are positive and have buy recommendations, two have sell recommendations and 15 have hold ratings.

Parker-Hannifin Corporation is a full-line diversified manufacturer of motion and control technologies and systems, including fluid power systems, electromechanical controls and related components. Its EPS forecast for the current year is 6.13 and for next year is 6.94. According to the consensus estimates, its top line is expected to grow 17.75% in the current year and 8.42% next year. It is trading at a forward P/E of 13.6. Out of 17 analysts covering the company, nine are positive and have buy recommendations and eight have hold ratings.

SunTrust Banks, Inc. is a diversified financial services holding company, which provides a range of financial services to consumer and corporate clients. Its EPS forecast for the current year is 1.06 and for next year is 2.35. According to the consensus estimates, its top line is expected to grow -3.65% in the current year and 3.42% next year. It is trading at a forward P/E of 12.47. Out of 34 analysts covering the company, seven are positive and have buy recommendations, six have sell recommendations and 21 have hold ratings.

Noble Energy, Inc. is an independent energy company, which is engaged in the oil and gas exploration and production worldwide. Its EPS forecast for the current year is 4.63 and for next year is 6.14. According to the consensus estimates, its top line is expected to grow 13.66% in the current year and 18.96% next year. It is trading at a forward P/E of 15.91. Out of 23 analysts covering the company, 10 are positive and have buy recommendations and 13 have hold ratings.

PACCAR Inc is engaged in the design, manufacture and customer support of light, medium and heavy-duty trucks under the Kenworth, Peterbilt and DAF nameplates. Its EPS forecast for the current year is 2.46 and for next year is 3.59. According to the consensus estimates, its top line is expected to grow 40.94% in the current year and 22.41% next year. It is trading at a forward P/E of 14.03. Out of 20 analysts covering the company, six are positive and have buy recommendations, one has a sell recommendation and 13 have hold ratings.

BB&T Corporation is a financial holding company. BB&T conducts its business operations primarily through its commercial banking subsidiary, Branch Banking and Trust Company (Branch Bank). Its EPS forecast for the current year is 1.69 and for next year is 2.57. According to the consensus estimates, its top line is expected to grow -4.94% in the current year and -2.4% next year. It is trading at a forward P/E of 10.75. Out of 35 analysts covering the company, 10 are positive and have buy recommendations, five have sell recommendations and 20 have hold ratings.

American Tower Corporation is a holding company. It is a wireless and broadcast communications infrastructure company that owns, operates and develops communications sites. Its EPS forecast for the current year is 1 and for next year is 1.3. According to the consensus estimates, its top line is expected to grow 16.59% in the current year and 10.06% next year. It is trading at a forward P/E of 38.85. Out of 22 analysts covering the company, 18 are positive and have buy recommendations and four have hold ratings.

Juniper Networks, Inc. designs, develops, and sells products and services that together provide its customers with network infrastructure that creates responsive and trusted environments for accelerating the deployment of services and applications over a single network. Its EPS forecast for the current year is 1.55 and for next year is 1.9. According to the consensus estimates, its top line is expected to grow 18.57% in the current year and 17.52% next year. It is trading at a forward P/E of 21.45. Out of 44 analysts covering the company, 28 are positive and have buy recommendations, three have sell recommendations and 13 have hold ratings.

Chesapeake Energy Corporation is a producer of natural gas in the United States. Its EPS forecast for the current year is 2.75 and for next year is 3.1. According to the consensus estimates, its top line is expected to grow 15.6% in the current year and 20.46% next year. It is trading at a forward P/E of 10.76. Out of 33 analysts covering the company, 16 are positive and have buy recommendations, three have sell recommendations and 14 have hold ratings.

Capital One Financial Corporation is a diversified financial services company whose banking and non-banking subsidiaries market a variety of financial products and services. Its EPS forecast for the current year is 5.43 and for next year is 5.46. According to the consensus estimates, its top line is expected to decline 2.25% in the current year and 3.3% next year. It is trading at a forward P/E of 9.53. Out of 25 analysts covering the company, 10 are positive and have buy recommendations, two have sell recommendations and 13 have hold ratings.

Lockheed Martin Corporation is a global security company engaged in the research, design, development, manufacture, integration, and sustainment of advanced technology systems and products. Its EPS forecast for the current year is 6.98 and for next year is 8.58. According to the consensus estimates, its top line is expected to grow 1.69% in the current year and 2.38% next year. It is trading at a forward P/E of 9.36. Out of 25 analysts covering the company, seven are positive and have buy recommendations, one has a sell recommendation and 17 have hold ratings.

Johnson Controls, Inc. provides automotive interiors. For buildings, the Company offers products and services that optimize energy use. Its EPS forecast for the current year is 2.58 and for next year is 3.16. According to the consensus estimates, its top line is expected to grow 12.99% in the current year and 10.59% next year. It is trading at a forward P/E of 13.28. Out of 26 analysts covering the company, 17 are positive and have buy recommendations and nine have hold ratings.

CSX Corporation is a transportation supplier. The Company provides rail-based transportation services, including rail service and the transport of intermodal containers and trailers. Its EPS forecast for the current year is 5.03 and for next year is 5.83. According to the consensus estimates, its top line is expected to grow 8.92% in the current year and 7.12% next year. It is trading at a forward P/E of 13.72. Out of 32 analysts covering the company, 24 are positive and have buy recommendations and eight have hold ratings.

Las Vegas Sands Corp. owns and operates The Venetian Resort Hotel Casino (The Venetian Las Vegas), The Palazzo Resort Hotel Casino (The Palazzo) and The Sands Expo and Convention Center (the Sands Expo Center) in Las Vegas, Nevada, and the Sands Macao. Its EPS forecast for the current year is 1.79 and for next year is 2.25. According to the consensus estimates, its top line is expected to grow 27.7% in the current year and 22.09% next year. It is trading at a forward P/E of 18.88. Out of 27 analysts covering the company, 18 are positive and have buy recommendations, one has a sell recommendation and eight have hold ratings.

Apache Corporation is an independent energy company, which explores, develops and produces natural gas, crude oil and natural gas liquids. Its EPS forecast for the current year is 11.28 and for next year is 12.63. According to the consensus estimates, its top line is expected to grow 29.29% in the current year and 11.35% next year. It is trading at a forward P/E of 10.13. Out of 28 analysts covering the company, 22 are positive and have buy recommendations and six have hold ratings.

AT&T Inc. provides telecommunications services in the United States and the world. It offers services and products to consumers in the United States and services and products to businesses and other providers of telecommunications services worldwide. Its EPS forecast for the current year is 2.38 and for next year is 2.55. According to the consensus estimates, its top line is expected to grow 1.07% in the current year and 1.33% next year. It is trading at a forward P/E of 11.77. Out of 37 analysts covering the company, 18 are positive and have buy recommendations and 19 have hold ratings.

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

Source: 25 Large Caps With 2 or More Recent Analyst Upgrades