Atlantic Equities Score: 33
Firm Overview & Performance
Avg Return (Buy)
How much profit would you make?
Calculates the average return of all BUY recommendations after exactly 1 year (or today if newer).
Note: Sell ratings are ignored here to focus on investment potential.
Calculates the average return of all BUY recommendations after exactly 1 year (or today if newer).
Note: Sell ratings are ignored here to focus on investment potential.
-4.8%
1 Year Cap
Win Rate
How often is the direction correct?
Percentage of trades that are currently profitable.
• Buy: Stock price went UP 📈
• Sell: Stock price went DOWN 📉
Percentage of trades that are currently profitable.
• Buy: Stock price went UP 📈
• Sell: Stock price went DOWN 📉
47%
47 W / 54 L
Target Met
How often was the target reached?
Hits vs. Total.
Hits vs. Total.
53%
8 W / 7 L
Precision Hit
How often precise (±3%)?
Hits vs. Total.
Hits vs. Total.
27%
4 W / 11 L
Bullseye Hit
How often perfect (±1%)?
Hits vs. Total.
Hits vs. Total.
7%
1 W / 14 L
High Conviction
The "Brave" Trades (>20% Upside)
Win Rate only for recommendations where the analyst predicted a massive move (>20%).
Shows if they are right when they bet big.
Win Rate only for recommendations where the analyst predicted a massive move (>20%).
Shows if they are right when they bet big.
48%
22 W / 24 L
Long Wins
Success rate for BUY ratings
How often is the analyst right when saying "Buy"?
(Price went UP).
How often is the analyst right when saying "Buy"?
(Price went UP).
45%
35 W / 43 L
Short Wins
Success rate for SELL ratings
How often is the analyst right when saying "Sell"?
(Price went DOWN).
How often is the analyst right when saying "Sell"?
(Price went DOWN).
52%
12 W / 11 L
Top 5 Analysts (Score, >10 Trades)
Latest Price Targets
| Date | Stock | Signal | Analyst | Target | Start Price | Best Price (1Y) | Current Price |
|---|---|---|---|---|---|---|---|
| Aug 12, 2026 |
Chicago Atlantic Real Estate Finance Inc
REFI
|
BUY | Chris Muller |
$16.00
Est. +56%
|
$10.23 | $11.31 |
$8.68
-15.2%
|
| Jul 15, 2026 |
Prudential Financial Inc.
PRU
|
SELL | - |
$114.00
Est. +1%
|
$115.15 | $110.61 (Low) |
$126.67
-10.0%
|
| Jul 15, 2026 |
Trupanion Inc
TRUP
|
BUY | - |
$42.00
Est. +64%
|
$25.54 | $34.06 |
$33.68
+31.9%
|
| Jul 15, 2026 |
Everest Group Ltd
EG
|
BUY | - |
$484.00
Est. +33%
|
$364.89 | $421.34 |
$410.57
+12.5%
|
| Jul 15, 2026 |
W.R. Berkley Corp.
WRB
|
BUY | - |
$74.00
Est. +5%
|
$70.68 | $77.45 |
$76.73
+8.6%
|
| Jul 15, 2026 |
Unum Group
UNM
|
SELL | - |
$88.00
Est. +1%
|
$88.90 | $73.11 (Low) |
$74.78
+15.9%
|
| Jul 15, 2026 |
Axis Capital Holdings Ltd
AXS
|
BUY | - |
$122.00
Est. +9%
|
$111.55 | $119.84 |
$107.81
-3.4%
|
| Jul 15, 2026 |
Cincinnati Financial Corp.
CINF
|
BUY | - |
$197.00
Est. +12%
|
$176.00 | $190.74 |
$190.48
+8.2%
|
| Jul 15, 2026 |
Arch Capital Group Ltd
ACGL
|
BUY | - |
$126.00
Est. +27%
|
$99.14 | $110.73 |
$110.64
+11.6%
|
| Jul 15, 2026 |
Metlife Inc
MET
|
BUY | - |
$103.00
Est. +11%
|
$92.44 | $103.65 |
$102.89
+11.3%
|
| Jul 15, 2026 |
Voya Financial Inc
VOYA
|
SELL | - |
$79.00
Est. +20%
|
$98.62 | $92.19 (Low) |
$104.60
-6.1%
|
| Jul 15, 2026 |
Chubb Limited
CB
|
SELL | - |
$301.00
Est. +11%
|
$339.60 | $325.00 (Low) |
$374.19
-10.2%
|
| Jul 15, 2026 |
Ryan Specialty Holdings Inc - Ordinary Shares Class A
RYAN
|
BUY | - |
$69.00
Est. +69%
|
$40.94 | $48.21 |
$47.54
+16.1%
|
| Jul 15, 2026 |
Willis Towers Watson Public Limited Co
WTW
|
BUY | - |
$360.00
Est. +25%
|
$287.30 | $351.51 |
$327.66
+14.0%
|
| Jul 15, 2026 |
Allstate Corp (The)
ALL
|
BUY | - |
$319.00
Est. +33%
|
$240.55 | $277.21 |
$269.06
+11.9%
|
| Jul 15, 2026 |
Principal Financial Group Inc - Registered Shares
PFG
|
SELL | - |
$94.00
Est. +17%
|
$113.09 | $106.07 (Low) |
$117.31
-3.7%
|
| Apr 30, 2026 |
Alpha Metallurgical Resources Inc
AMR
|
BUY | - |
$194.00
Est. +4%
|
$186.66 | $242.50 |
$153.75
-17.6%
|
| May 30, 2023 |
Coinbase Global Inc - Ordinary Shares - Class A
COIN
|
BUY | Simon Clinch |
$70.00
Est. +16%
|
$60.21 | - |
$151.61
+151.8%
|
| Feb 07, 2023 |
Idexx Laboratories, Inc.
IDXX
|
BUY | - |
$600.00
Est. +24%
|
$485.53 | - |
$698.55
+43.9%
|
| Feb 06, 2023 |
Spotify Technology S.A.
SPOT
|
BUY | Hamilton Faber |
$160.00
Est. +29%
|
$124.02 | - |
$627.56
+406.0%
|
| Feb 01, 2023 |
Pfizer Inc.
PFE
|
BUY | - |
$46.00
Est. +4%
|
$44.16 | - |
$30.79
-30.3%
|
| Jan 13, 2023 |
Salesforce Inc
CRM
|
SELL | - |
$140.00
Est. +5%
|
$147.76 | - |
$227.21
-53.8%
|
| Dec 19, 2022 |
Warner Music Group Corp - Ordinary Shares - Class A
WMG
|
BUY | - |
$41.00
Est. +22%
|
$33.64 | - |
$32.55
-3.2%
|
| Dec 05, 2022 |
Coinbase Global Inc - Ordinary Shares - Class A
COIN
|
SELL | - |
$46.00
Est. +4%
|
$47.67 | - |
$151.61
-218.0%
|
| Dec 01, 2022 |
Salesforce Inc
CRM
|
BUY | - |
$200.00
Est. +25%
|
$160.25 | - |
$227.21
+41.8%
|
| Dec 01, 2022 |
Biogen Inc
BIIB
|
SELL | - |
$295.00
Est. +3%
|
$305.17 | - |
$254.46
+16.6%
|
| Nov 16, 2022 |
Xylem Inc
XYL
|
BUY | Richard Radbourne |
$129.00
Est. +15%
|
$112.13 | - |
$101.04
-9.9%
|
| Nov 15, 2022 |
Equifax, Inc.
EFX
|
BUY | Simon Clinch |
$230.00
Est. +11%
|
$207.10 | - |
$192.24
-7.2%
|
| Nov 08, 2022 |
Marsh & McLennan Cos., Inc.
MMC
|
BUY | John Heagerty |
$185.00
Est. +13%
|
$163.01 | - |
$182.70
+12.1%
|
| Nov 08, 2022 |
Marsh & McLennan Companies, Inc.
MRSH
|
BUY | John Heagerty |
$185.00
Est. +13%
|
$163.01 | - |
$203.63
+24.9%
|
| Nov 03, 2022 |
Roku Inc - Ordinary Shares - Class A
ROKU
|
SELL | Hamilton Faber |
$40.00
Est. +23%
|
$51.84 | - |
$162.77
-214.0%
|
| Oct 28, 2022 |
Amazon.com Inc.
AMZN
|
BUY | James Cordwell |
$120.00
Est. +16%
|
$103.41 | - |
$266.03
+157.3%
|
| Oct 26, 2022 |
Microsoft Corporation
MSFT
|
BUY | James Cordwell |
$290.00
Est. +25%
|
$231.32 | - |
$555.80
+140.3%
|
| Oct 13, 2022 |
American Express Co.
AXP
|
BUY | Kunaal Malde |
$165.00
Est. +17%
|
$141.01 | - |
$332.62
+135.9%
|
| Oct 12, 2022 |
Global Payments, Inc.
GPN
|
BUY | Kunaal Malde |
$130.00
Est. +21%
|
$107.81 | - |
$96.08
-10.9%
|
| Sep 28, 2022 |
Biogen Inc
BIIB
|
SELL | Steve Chesney |
$200.00
Est. +26%
|
$271.17 | - |
$254.46
+6.2%
|
| Sep 28, 2022 |
Netflix Inc.
NFLX
|
BUY | Hamilton Faber |
$283.00
Est. +26%
|
$224.36 | $48.50 |
$66.39
-70.4%
|
| Sep 22, 2022 |
TransUnion
TRU
|
BUY | Simon Clinch |
$90.00
Est. +38%
|
$65.00 | - |
$82.13
+26.4%
|
| Sep 15, 2022 |
Electronic Arts, Inc.
EA
|
BUY | Kunaal Malde |
$130.00
Est. +2%
|
$126.92 | - |
$209.70
+65.2%
|
| Sep 15, 2022 |
Activision Blizzard Inc
ATVI
|
BUY | Kunaal Malde |
$84.00
Est. +10%
|
$76.60 | - |
$94.42
+23.3%
|
| Aug 19, 2022 |
Intercontinental Exchange Inc
ICE
|
BUY | Simon Clinch |
$125.00
Est. +11%
|
$112.62 | - |
$174.93
+55.3%
|
| Aug 15, 2022 |
Comcast Corp - Ordinary Shares - Class A
CMCSA
|
BUY | Hamilton Faber |
$44.00
Est. +10%
|
$40.00 | - |
$24.86
-37.9%
|
| Aug 11, 2022 |
Shopify Inc - Ordinary Shares - Class A
SHOP
|
BUY | Kunaal Malde |
$46.00
Est. +13%
|
$40.61 | - |
$153.03
+276.8%
|
| Aug 09, 2022 |
AMGEN Inc.
AMGN
|
SELL | - |
$182.00
Est. +26%
|
$247.29 | - |
$478.48
-93.5%
|
| Aug 02, 2022 |
Pinterest Inc - Ordinary Shares - Class A
PINS
|
BUY | James Cordwell |
$30.00
Est. +50%
|
$19.99 | - |
$21.22
+6.2%
|
| Jul 22, 2022 |
Snap Inc - Ordinary Shares - Class A
SNAP
|
SELL | James Cordwell |
$13.00
Est. +20%
|
$16.35 | - |
$5.92
+63.8%
|
| Jul 20, 2022 |
Johnson & Johnson
JNJ
|
SELL | Steve Chesney |
$165.00
Est. +3%
|
$170.71 | - |
$276.37
-61.9%
|
| Jul 20, 2022 |
Netflix Inc.
NFLX
|
BUY | Hamilton Faber |
$211.00
Est. +5%
|
$201.63 | $48.50 |
$66.39
-67.1%
|
| Jul 13, 2022 |
Merck & Co Inc
MRK
|
BUY | - |
$110.00
Est. +18%
|
$93.60 | - |
$150.39
+60.7%
|
| Jul 09, 2022 |
First Republic Bank
FRC
|
BUY | John Heagerty |
$188.00
Est. +25%
|
$150.94 | $6.60 |
$3.51
-97.7%
|
Chicago Atlantic Real Estate Finance Inc
REFI
Aug 12, 2026
Analyst
Chris Muller
Signal & Target
BUY
$16.00
Start Price
$10.23
Best Price (1Y)
$11.31
Current Price
$8.68
Return
-15.2%
Prudential Financial Inc.
PRU
Jul 15, 2026
Analyst
-
Signal & Target
SELL
$114.00
Start Price
$115.15
Best Price (1Y)
$110.61
Current Price
$126.67
Return
-10.0%
Trupanion Inc
TRUP
Jul 15, 2026
Analyst
-
Signal & Target
BUY
$42.00
Start Price
$25.54
Best Price (1Y)
$34.06
Current Price
$33.68
Return
+31.9%
Everest Group Ltd
EG
Jul 15, 2026
Analyst
-
Signal & Target
BUY
$484.00
Start Price
$364.89
Best Price (1Y)
$421.34
Current Price
$410.57
Return
+12.5%
W.R. Berkley Corp.
WRB
Jul 15, 2026
Analyst
-
Signal & Target
BUY
$74.00
Start Price
$70.68
Best Price (1Y)
$77.45
Current Price
$76.73
Return
+8.6%
Unum Group
UNM
Jul 15, 2026
Analyst
-
Signal & Target
SELL
$88.00
Start Price
$88.90
Best Price (1Y)
$73.11
Current Price
$74.78
Return
+15.9%
Axis Capital Holdings Ltd
AXS
Jul 15, 2026
Analyst
-
Signal & Target
BUY
$122.00
Start Price
$111.55
Best Price (1Y)
$119.84
Current Price
$107.81
Return
-3.4%
Cincinnati Financial Corp.
CINF
Jul 15, 2026
Analyst
-
Signal & Target
BUY
$197.00
Start Price
$176.00
Best Price (1Y)
$190.74
Current Price
$190.48
Return
+8.2%
Arch Capital Group Ltd
ACGL
Jul 15, 2026
Analyst
-
Signal & Target
BUY
$126.00
Start Price
$99.14
Best Price (1Y)
$110.73
Current Price
$110.64
Return
+11.6%
Metlife Inc
MET
Jul 15, 2026
Analyst
-
Signal & Target
BUY
$103.00
Start Price
$92.44
Best Price (1Y)
$103.65
Current Price
$102.89
Return
+11.3%
Voya Financial Inc
VOYA
Jul 15, 2026
Analyst
-
Signal & Target
SELL
$79.00
Start Price
$98.62
Best Price (1Y)
$92.19
Current Price
$104.60
Return
-6.1%
Chubb Limited
CB
Jul 15, 2026
Analyst
-
Signal & Target
SELL
$301.00
Start Price
$339.60
Best Price (1Y)
$325.00
Current Price
$374.19
Return
-10.2%
Analyst
-
Signal & Target
BUY
$69.00
Start Price
$40.94
Best Price (1Y)
$48.21
Current Price
$47.54
Return
+16.1%
Willis Towers Watson Public Limited Co
WTW
Jul 15, 2026
Analyst
-
Signal & Target
BUY
$360.00
Start Price
$287.30
Best Price (1Y)
$351.51
Current Price
$327.66
Return
+14.0%
Allstate Corp (The)
ALL
Jul 15, 2026
Analyst
-
Signal & Target
BUY
$319.00
Start Price
$240.55
Best Price (1Y)
$277.21
Current Price
$269.06
Return
+11.9%
Analyst
-
Signal & Target
SELL
$94.00
Start Price
$113.09
Best Price (1Y)
$106.07
Current Price
$117.31
Return
-3.7%
Alpha Metallurgical Resources Inc
AMR
Apr 30, 2026
Analyst
-
Signal & Target
BUY
$194.00
Start Price
$186.66
Best Price (1Y)
$242.50
Current Price
$153.75
Return
-17.6%
Coinbase Global Inc - Ordinary Shares - Class A
COIN
May 30, 2023
Analyst
Simon Clinch
Signal & Target
BUY
$70.00
Start Price
$60.21
Best Price (1Y)
-
Current Price
$151.61
Return
+151.8%
Idexx Laboratories, Inc.
IDXX
Feb 07, 2023
Analyst
-
Signal & Target
BUY
$600.00
Start Price
$485.53
Best Price (1Y)
-
Current Price
$698.55
Return
+43.9%
Spotify Technology S.A.
SPOT
Feb 06, 2023
Analyst
Hamilton Faber
Signal & Target
BUY
$160.00
Start Price
$124.02
Best Price (1Y)
-
Current Price
$627.56
Return
+406.0%
Pfizer Inc.
PFE
Feb 01, 2023
Analyst
-
Signal & Target
BUY
$46.00
Start Price
$44.16
Best Price (1Y)
-
Current Price
$30.79
Return
-30.3%
Salesforce Inc
CRM
Jan 13, 2023
Analyst
-
Signal & Target
SELL
$140.00
Start Price
$147.76
Best Price (1Y)
-
Current Price
$227.21
Return
-53.8%
Analyst
-
Signal & Target
BUY
$41.00
Start Price
$33.64
Best Price (1Y)
-
Current Price
$32.55
Return
-3.2%
Coinbase Global Inc - Ordinary Shares - Class A
COIN
Dec 05, 2022
Analyst
-
Signal & Target
SELL
$46.00
Start Price
$47.67
Best Price (1Y)
-
Current Price
$151.61
Return
-218.0%
Salesforce Inc
CRM
Dec 01, 2022
Analyst
-
Signal & Target
BUY
$200.00
Start Price
$160.25
Best Price (1Y)
-
Current Price
$227.21
Return
+41.8%
Biogen Inc
BIIB
Dec 01, 2022
Analyst
-
Signal & Target
SELL
$295.00
Start Price
$305.17
Best Price (1Y)
-
Current Price
$254.46
Return
+16.6%
Xylem Inc
XYL
Nov 16, 2022
Analyst
Richard Radbourne
Signal & Target
BUY
$129.00
Start Price
$112.13
Best Price (1Y)
-
Current Price
$101.04
Return
-9.9%
Equifax, Inc.
EFX
Nov 15, 2022
Analyst
Simon Clinch
Signal & Target
BUY
$230.00
Start Price
$207.10
Best Price (1Y)
-
Current Price
$192.24
Return
-7.2%
Marsh & McLennan Cos., Inc.
MMC
Nov 08, 2022
Analyst
John Heagerty
Signal & Target
BUY
$185.00
Start Price
$163.01
Best Price (1Y)
-
Current Price
$182.70
Return
+12.1%
Marsh & McLennan Companies, Inc.
MRSH
Nov 08, 2022
Analyst
John Heagerty
Signal & Target
BUY
$185.00
Start Price
$163.01
Best Price (1Y)
-
Current Price
$203.63
Return
+24.9%
Roku Inc - Ordinary Shares - Class A
ROKU
Nov 03, 2022
Analyst
Hamilton Faber
Signal & Target
SELL
$40.00
Start Price
$51.84
Best Price (1Y)
-
Current Price
$162.77
Return
-214.0%
Amazon.com Inc.
AMZN
Oct 28, 2022
Analyst
James Cordwell
Signal & Target
BUY
$120.00
Start Price
$103.41
Best Price (1Y)
-
Current Price
$266.03
Return
+157.3%
Microsoft Corporation
MSFT
Oct 26, 2022
Analyst
James Cordwell
Signal & Target
BUY
$290.00
Start Price
$231.32
Best Price (1Y)
-
Current Price
$555.80
Return
+140.3%
American Express Co.
AXP
Oct 13, 2022
Analyst
Kunaal Malde
Signal & Target
BUY
$165.00
Start Price
$141.01
Best Price (1Y)
-
Current Price
$332.62
Return
+135.9%
Global Payments, Inc.
GPN
Oct 12, 2022
Analyst
Kunaal Malde
Signal & Target
BUY
$130.00
Start Price
$107.81
Best Price (1Y)
-
Current Price
$96.08
Return
-10.9%
Biogen Inc
BIIB
Sep 28, 2022
Analyst
Steve Chesney
Signal & Target
SELL
$200.00
Start Price
$271.17
Best Price (1Y)
-
Current Price
$254.46
Return
+6.2%
Netflix Inc.
NFLX
Sep 28, 2022
Analyst
Hamilton Faber
Signal & Target
BUY
$283.00
Start Price
$224.36
Best Price (1Y)
$48.50
Current Price
$66.39
Return
-70.4%
TransUnion
TRU
Sep 22, 2022
Analyst
Simon Clinch
Signal & Target
BUY
$90.00
Start Price
$65.00
Best Price (1Y)
-
Current Price
$82.13
Return
+26.4%
Electronic Arts, Inc.
EA
Sep 15, 2022
Analyst
Kunaal Malde
Signal & Target
BUY
$130.00
Start Price
$126.92
Best Price (1Y)
-
Current Price
$209.70
Return
+65.2%
Activision Blizzard Inc
ATVI
Sep 15, 2022
Analyst
Kunaal Malde
Signal & Target
BUY
$84.00
Start Price
$76.60
Best Price (1Y)
-
Current Price
$94.42
Return
+23.3%
Intercontinental Exchange Inc
ICE
Aug 19, 2022
Analyst
Simon Clinch
Signal & Target
BUY
$125.00
Start Price
$112.62
Best Price (1Y)
-
Current Price
$174.93
Return
+55.3%
Comcast Corp - Ordinary Shares - Class A
CMCSA
Aug 15, 2022
Analyst
Hamilton Faber
Signal & Target
BUY
$44.00
Start Price
$40.00
Best Price (1Y)
-
Current Price
$24.86
Return
-37.9%
Shopify Inc - Ordinary Shares - Class A
SHOP
Aug 11, 2022
Analyst
Kunaal Malde
Signal & Target
BUY
$46.00
Start Price
$40.61
Best Price (1Y)
-
Current Price
$153.03
Return
+276.8%
AMGEN Inc.
AMGN
Aug 09, 2022
Analyst
-
Signal & Target
SELL
$182.00
Start Price
$247.29
Best Price (1Y)
-
Current Price
$478.48
Return
-93.5%
Pinterest Inc - Ordinary Shares - Class A
PINS
Aug 02, 2022
Analyst
James Cordwell
Signal & Target
BUY
$30.00
Start Price
$19.99
Best Price (1Y)
-
Current Price
$21.22
Return
+6.2%
Snap Inc - Ordinary Shares - Class A
SNAP
Jul 22, 2022
Analyst
James Cordwell
Signal & Target
SELL
$13.00
Start Price
$16.35
Best Price (1Y)
-
Current Price
$5.92
Return
+63.8%
Johnson & Johnson
JNJ
Jul 20, 2022
Analyst
Steve Chesney
Signal & Target
SELL
$165.00
Start Price
$170.71
Best Price (1Y)
-
Current Price
$276.37
Return
-61.9%
Netflix Inc.
NFLX
Jul 20, 2022
Analyst
Hamilton Faber
Signal & Target
BUY
$211.00
Start Price
$201.63
Best Price (1Y)
$48.50
Current Price
$66.39
Return
-67.1%
Merck & Co Inc
MRK
Jul 13, 2022
Analyst
-
Signal & Target
BUY
$110.00
Start Price
$93.60
Best Price (1Y)
-
Current Price
$150.39
Return
+60.7%
First Republic Bank
FRC
Jul 09, 2022
Analyst
John Heagerty
Signal & Target
BUY
$188.00
Start Price
$150.94
Best Price (1Y)
$6.60
Current Price
$3.51
Return
-97.7%
Recent Upgrades / Downgrades
| Date | Stock | Action | From | To |
|---|---|---|---|---|
| Aug 04, 2023 |
Johnson & Johnson
JNJ
|
Hold | Neutral | Neutral |
| Aug 03, 2023 |
Clorox Co.
CLX
|
Upgrade | Neutral | |
| Aug 02, 2023 |
Zebra Technologies Corp. - Ordinary Shares - Class A
ZBRA
|
Downgrade | Neutral | |
| Aug 01, 2023 |
Wells Fargo & Co.
WFC
|
Hold | Overweight | Overweight |
| Aug 01, 2023 |
Goldman Sachs Group, Inc.
GS
|
Upgrade | Positive | Neutral |
| Jul 28, 2023 |
Intel Corp.
INTC
|
Hold | Underperform | Underperform |
| Jul 25, 2023 |
Zscaler Inc
ZS
|
Downgrade | Neutral | Underweight |
| Jul 25, 2023 |
Walt Disney Co (The)
DIS
|
Downgrade | Underweight | |
| Jul 12, 2023 |
Stellantis N.V
STLA
|
Upgrade | Overweight | |
| Jul 12, 2023 |
Fidelity National Information Services, Inc.
FIS
|
Upgrade | Neutral | Overweight |
| Jul 12, 2023 |
Coinbase Global Inc - Ordinary Shares - Class A
COIN
|
Downgrade | Overweight | Neutral |
| Jul 10, 2023 |
Boise Cascade Co
BCC
|
Downgrade | Underweight | |
| Jun 06, 2023 |
Cigna Group (The)
CI
|
Initialise | Overweight | |
| Jun 02, 2023 |
Warner Music Group Corp - Ordinary Shares - Class A
WMG
|
Downgrade | Overweight | Neutral |
| Jun 02, 2023 |
Elastic N.V
ESTC
|
Downgrade | Neutral | |
| Jun 02, 2023 |
Surgery Partners Inc
SGRY
|
Downgrade | Neutral | |
| May 30, 2023 |
Coinbase Global Inc - Ordinary Shares - Class A
COIN
|
Upgrade | Neutral | Overweight |
| May 30, 2023 |
Advaxis, Inc.
ADXS
|
Upgrade | Overweight | |
| May 09, 2023 |
Enact Holdings Inc
ACT
|
Downgrade | Neutral | |
| Apr 18, 2023 |
Comcast Corp - Ordinary Shares - Class A
CMCSA
|
Upgrade | Overweight | |
| Apr 18, 2023 |
Sigma Lithium Corporation
SGML
|
Upgrade | Overweight | |
| Mar 24, 2023 |
KB Home
KBH
|
Downgrade | Neutral | |
| Mar 24, 2023 |
Block Inc - Ordinary Shares - Class A
SQ
|
Downgrade | Overweight | Neutral |
| Mar 07, 2023 |
Merck & Co Inc
MRK
|
Hold | Overweight | Overweight |
| Mar 02, 2023 |
MarketAxess Holdings Inc.
MKTX
|
Upgrade | Overweight | |
| Feb 27, 2023 |
American International Group Inc
AIG
|
Downgrade | Negative | |
| Feb 16, 2023 |
Roku Inc - Ordinary Shares - Class A
ROKU
|
Upgrade | Underweight | Neutral |
| Feb 07, 2023 |
Idexx Laboratories, Inc.
IDXX
|
Hold | Overweight | Overweight |
| Feb 06, 2023 |
Spotify Technology S.A.
SPOT
|
Upgrade | Overweight | |
| Feb 06, 2023 |
Church & Dwight Co., Inc.
CHD
|
Upgrade | Neutral | |
| Feb 06, 2023 |
Celsius Holdings Inc
CELH
|
Upgrade | Neutral | |
| Feb 06, 2023 |
Personalis Inc
PSNL
|
Upgrade | Overweight | |
| Feb 03, 2023 |
Bristol-Myers Squibb Company PFD CONV 2
BMYMP
|
Hold | Overweight | Overweight |
| Feb 01, 2023 |
Pfizer Inc.
PFE
|
Hold | Neutral | Neutral |
| Jan 31, 2023 |
HomeStreet Inc
HMST
|
Downgrade | Neutral | |
| Jan 31, 2023 |
LyondellBasell Industries NV - Ordinary Shares - Class A
LYB
|
Upgrade | Overweight | |
| Jan 31, 2023 |
Mechanics Bank
MCHB
|
Downgrade | Neutral | |
| Jan 18, 2023 |
Cadence Design Systems, Inc.
CDNS
|
Upgrade | Overweight | |
| Jan 13, 2023 |
Salesforce Inc
CRM
|
Downgrade | Outperform | Neutral |
| Dec 19, 2022 |
Enphase Energy Inc
ENPH
|
Upgrade | Overweight | |
| Dec 19, 2022 |
Warner Music Group Corp - Ordinary Shares - Class A
WMG
|
Upgrade | Overweight | |
| Dec 19, 2022 |
Moderna Inc
MRNA
|
Upgrade | Overweight | |
| Dec 05, 2022 |
Coinbase Global Inc - Ordinary Shares - Class A
COIN
|
Hold | Neutral | Neutral |
| Dec 01, 2022 |
Biogen Inc
BIIB
|
Hold | Neutral | Neutral |
| Dec 01, 2022 |
Salesforce Inc
CRM
|
Hold | Outperform | Outperform |
| Nov 16, 2022 |
Consolidated Water Co. Ltd.
CWCO
|
Upgrade | Overweight | |
| Nov 16, 2022 |
Xylem Inc
XYL
|
Upgrade | Overweight | |
| Nov 15, 2022 |
W.W. Grainger Inc.
GWW
|
Downgrade | Neutral | |
| Nov 15, 2022 |
Philip Morris International Inc
PM
|
Upgrade | Overweight | |
| Nov 15, 2022 |
Equifax, Inc.
EFX
|
Upgrade | Neutral | Overweight |
Johnson & Johnson
JNJ
Aug 04
Action
Hold
From
Neutral
To
Neutral
Clorox Co.
CLX
Aug 03
Action
Upgrade
From
-
To
Neutral
Action
Downgrade
From
-
To
Neutral
Wells Fargo & Co.
WFC
Aug 01
Action
Hold
From
Overweight
To
Overweight
Goldman Sachs Group, Inc.
GS
Aug 01
Action
Upgrade
From
Positive
To
Neutral
Intel Corp.
INTC
Jul 28
Action
Hold
From
Underperform
To
Underperform
Zscaler Inc
ZS
Jul 25
Action
Downgrade
From
Neutral
To
Underweight
Walt Disney Co (The)
DIS
Jul 25
Action
Downgrade
From
-
To
Underweight
Stellantis N.V
STLA
Jul 12
Action
Upgrade
From
-
To
Overweight
Action
Upgrade
From
Neutral
To
Overweight
Action
Downgrade
From
Overweight
To
Neutral
Boise Cascade Co
BCC
Jul 10
Action
Downgrade
From
-
To
Underweight
Cigna Group (The)
CI
Jun 06
Action
Initialise
From
-
To
Overweight
Action
Downgrade
From
Overweight
To
Neutral
Elastic N.V
ESTC
Jun 02
Action
Downgrade
From
-
To
Neutral
Surgery Partners Inc
SGRY
Jun 02
Action
Downgrade
From
-
To
Neutral
Action
Upgrade
From
Neutral
To
Overweight
Advaxis, Inc.
ADXS
May 30
Action
Upgrade
From
-
To
Overweight
Enact Holdings Inc
ACT
May 09
Action
Downgrade
From
-
To
Neutral
Action
Upgrade
From
-
To
Overweight
Action
Upgrade
From
-
To
Overweight
KB Home
KBH
Mar 24
Action
Downgrade
From
-
To
Neutral
Action
Downgrade
From
Overweight
To
Neutral
Merck & Co Inc
MRK
Mar 07
Action
Hold
From
Overweight
To
Overweight
Action
Upgrade
From
-
To
Overweight
Action
Downgrade
From
-
To
Negative
Action
Upgrade
From
Underweight
To
Neutral
Action
Hold
From
Overweight
To
Overweight
Spotify Technology S.A.
SPOT
Feb 06
Action
Upgrade
From
-
To
Overweight
Action
Upgrade
From
-
To
Neutral
Celsius Holdings Inc
CELH
Feb 06
Action
Upgrade
From
-
To
Neutral
Personalis Inc
PSNL
Feb 06
Action
Upgrade
From
-
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Pfizer Inc.
PFE
Feb 01
Action
Hold
From
Neutral
To
Neutral
HomeStreet Inc
HMST
Jan 31
Action
Downgrade
From
-
To
Neutral
Action
Upgrade
From
-
To
Overweight
Mechanics Bank
MCHB
Jan 31
Action
Downgrade
From
-
To
Neutral
Action
Upgrade
From
-
To
Overweight
Salesforce Inc
CRM
Jan 13
Action
Downgrade
From
Outperform
To
Neutral
Enphase Energy Inc
ENPH
Dec 19
Action
Upgrade
From
-
To
Overweight
Action
Upgrade
From
-
To
Overweight
Moderna Inc
MRNA
Dec 19
Action
Upgrade
From
-
To
Overweight
Action
Hold
From
Neutral
To
Neutral
Biogen Inc
BIIB
Dec 01
Action
Hold
From
Neutral
To
Neutral
Salesforce Inc
CRM
Dec 01
Action
Hold
From
Outperform
To
Outperform
Action
Upgrade
From
-
To
Overweight
Xylem Inc
XYL
Nov 16
Action
Upgrade
From
-
To
Overweight
W.W. Grainger Inc.
GWW
Nov 15
Action
Downgrade
From
-
To
Neutral
Action
Upgrade
From
-
To
Overweight
Equifax, Inc.
EFX
Nov 15
Action
Upgrade
From
Neutral
To
Overweight