Bernstein Score: 41
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.
+8.0%
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 📉
53%
621 W / 561 L
Target Met
How often was the target reached?
Hits vs. Total.
Hits vs. Total.
85%
591 W / 103 L
Precision Hit
How often precise (±3%)?
Hits vs. Total.
Hits vs. Total.
20%
138 W / 556 L
Bullseye Hit
How often perfect (±1%)?
Hits vs. Total.
Hits vs. Total.
6%
44 W / 650 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.
54%
272 W / 234 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).
55%
551 W / 459 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).
41%
70 W / 102 L
Top 5 Analysts (Score, >50 Trades)
Latest Price Targets
| Date | Stock | Signal | Analyst | Target | Start Price | Best Price (1Y) | Current Price |
|---|---|---|---|---|---|---|---|
| Sep 04, 2026 |
Costco Wholesale Corp
COST
|
BUY | - |
$1,144.00
Est. +24%
|
$925.41 | $927.97 |
$915.74
-1.0%
|
| Sep 04, 2026 |
Lululemon Athletica inc.
LULU
|
SELL | Aneesha Sherman |
$115.00
Est. +6%
|
$121.77 | $97.99 (Low) |
$100.61
+17.4%
|
| Sep 03, 2026 |
Broadcom Inc - 8% PRF CONVERT 30/09/2022 USD 1000 - Ser A
AVGOP
|
SELL | Stacy Rasgon |
$575.00
Est. +59%
|
$1,406.70 | - |
$1,406.70
0.0%
|
| Sep 03, 2026 |
DraftKings Inc. - Ordinary Shares - Class A
DKNG
|
BUY | Ian Moore |
$29.00
Est. +20%
|
$24.21 | $24.82 |
$24.01
-0.8%
|
| Sep 02, 2026 |
Palo Alto Networks Inc
PANW
|
SELL | Peter Weed |
$253.00
Est. +30%
|
$362.09 | $321.39 (Low) |
$333.26
+8.0%
|
| Sep 02, 2026 |
MongoDB Inc - Ordinary Shares - Class A
MDB
|
BUY | Firoz Valliji |
$484.00
Est. +27%
|
$380.50 | $398.50 |
$368.74
-3.1%
|
| Sep 02, 2026 |
Dell Technologies Inc - Ordinary Shares - Class C
DELL
|
BUY | - |
$650.00
Est. +53%
|
$424.68 | $534.99 |
$524.00
+23.4%
|
| Sep 02, 2026 |
NIO Inc - ADR
NIO
|
BUY | Eunice Lee |
$5.00
Est. +23%
|
$4.06 | $3.97 |
$3.80
-6.4%
|
| Aug 28, 2026 |
Dollar Tree Inc
DLTR
|
BUY | Zhihan Ma |
$130.00
Est. +2%
|
$127.00 | $134.99 |
$131.42
+3.5%
|
| Aug 28, 2026 |
SentinelOne Inc - Ordinary Shares - Class A
S
|
SELL | Peter Weed |
$21.00
Est. +8%
|
$22.71 | $19.25 (Low) |
$19.88
+12.5%
|
| Aug 28, 2026 |
Workday Inc - Ordinary Shares - Class A
WDAY
|
BUY | - |
$238.00
Est. +23%
|
$193.57 | $211.83 |
$195.79
+1.1%
|
| Aug 28, 2026 |
Dollar General Corp.
DG
|
BUY | Zhihan Ma |
$160.00
Est. +27%
|
$125.91 | $134.13 |
$133.21
+5.8%
|
| Aug 28, 2026 |
Burlington Stores Inc
BURL
|
BUY | - |
$355.00
Est. +22%
|
$290.00 | $292.31 |
$265.33
-8.5%
|
| Aug 27, 2026 |
NVIDIA Corp
NVDA
|
BUY | - |
$400.00
Est. +91%
|
$209.66 | $234.76 |
$230.36
+9.9%
|
| Aug 27, 2026 |
HP Inc
HPQ
|
BUY | Mark Newman |
$32.00
Est. +5%
|
$30.52 | $32.78 |
$32.64
+6.9%
|
| Aug 27, 2026 |
Okta Inc - Ordinary Shares - Class A
OKTA
|
BUY | Peter Weed |
$143.00
Est. +6%
|
$134.42 | $174.85 |
$170.60
+26.9%
|
| Aug 27, 2026 |
Crowdstrike Holdings Inc - Ordinary Shares - Class A
CRWD
|
SELL | - |
$119.00
Est. +37%
|
$189.18 | $200.60 (Low) |
$213.10
-12.6%
|
| Aug 27, 2026 |
J.M. Smucker Co.
SJM
|
BUY | - |
$157.00
Est. +20%
|
$130.90 | $135.89 |
$126.08
-3.7%
|
| Aug 27, 2026 |
Agilent Technologies Inc.
A
|
BUY | - |
$180.00
Est. +16%
|
$155.17 | $163.75 |
$150.84
-2.8%
|
| Aug 26, 2026 |
Kanzhun Ltd - ADR
BZ
|
SELL | Robin Zhu |
$19.00
Est. +1%
|
$19.14 | $16.62 (Low) |
$16.92
+11.6%
|
| Aug 26, 2026 |
Booking Holdings Inc
BKNG
|
SELL | Richard Clarke |
$188.00
Est. +11%
|
$210.48 | $192.19 (Low) |
$193.29
+8.2%
|
| Aug 26, 2026 |
Microstrategy Inc. - Ordinary Shares - Class A
MSTR
|
BUY | Gautam Chhugani |
$350.00
Est. +176%
|
$126.83 | $144.89 |
$142.80
+12.6%
|
| Aug 26, 2026 |
Zoom Video Communications Inc - Ordinary Shares - Class A
ZM
|
BUY | Peter Weed |
$108.00
Est. +7%
|
$100.92 | $102.25 |
$101.33
+0.4%
|
| Aug 26, 2026 |
Li Auto Inc - ADR
LI
|
BUY | Eunice Lee |
$14.50
Est. +19%
|
$12.14 | $12.48 |
$12.37
+1.9%
|
| Aug 25, 2026 |
Alnylam Pharmaceuticals Inc
ALNY
|
BUY | Jeffrey Walch |
$376.00
Est. +59%
|
$236.01 | $271.12 |
$266.11
+12.8%
|
| Aug 25, 2026 |
TJX Companies, Inc.
TJX
|
BUY | Aneesha Sherman |
$175.00
Est. +25%
|
$140.46 | $142.49 |
$132.08
-6.0%
|
| Aug 25, 2026 |
Huntington Ingalls Industries Inc
HII
|
BUY | - |
$341.00
Est. +16%
|
$294.63 | $298.99 |
$285.93
-3.0%
|
| Aug 24, 2026 |
Procter & Gamble Co.
PG
|
BUY | Cristian Rios |
$149.00
Est. +2%
|
$146.25 | $148.36 |
$146.43
+0.1%
|
| Aug 24, 2026 |
Howmet Aerospace Inc
HWM
|
BUY | - |
$328.00
Est. +23%
|
$265.88 | $271.50 |
$259.27
-2.5%
|
| Aug 24, 2026 |
Airbnb Inc - Ordinary Shares - Class A
ABNB
|
BUY | Richard Clarke |
$217.00
Est. +16%
|
$187.30 | $193.45 |
$181.94
-2.9%
|
| Aug 21, 2026 |
Revolution Medicines Inc
RVMD
|
SELL | Jeffrey Walch |
$179.00
Est. +15%
|
$211.74 | $198.94 (Low) |
$210.02
+0.8%
|
| Aug 21, 2026 |
NetEase Inc - ADR
NTES
|
BUY | Robin Zhu |
$160.00
Est. +26%
|
$127.38 | $128.97 |
$119.29
-6.4%
|
| Aug 21, 2026 |
Ross Stores, Inc.
ROST
|
BUY | Aneesha Sherman |
$240.00
Est. +5%
|
$228.99 | $242.50 |
$230.69
+0.7%
|
| Aug 20, 2026 |
Estee Lauder Cos., Inc. - Ordinary Shares - Class A
EL
|
BUY | Cristian Rios |
$106.00
Est. +8%
|
$98.01 | $108.38 |
$103.86
+6.0%
|
| Aug 20, 2026 |
Target Corp
TGT
|
SELL | - |
$154.00
Est. +3%
|
$159.03 | $160.18 (Low) |
$164.44
-3.4%
|
| Aug 19, 2026 |
Home Depot, Inc.
HD
|
BUY | Zhihan Ma |
$354.00
Est. +2%
|
$347.67 | $342.22 |
$321.05
-7.7%
|
| Aug 19, 2026 |
Analog Devices Inc.
ADI
|
BUY | Stacy Rasgon |
$465.00
Est. +25%
|
$373.26 | $377.49 |
$362.25
-2.9%
|
| Aug 14, 2026 |
Applied Materials Inc.
AMAT
|
BUY | - |
$700.00
Est. +31%
|
$534.54 | $539.80 |
$454.71
-14.9%
|
| Aug 14, 2026 |
Johnson Controls International plc - Registered Shares
JCI
|
BUY | - |
$190.00
Est. +25%
|
$152.36 | $155.75 |
$144.94
-4.9%
|
| Aug 14, 2026 |
Wayfair Inc - Ordinary Shares - Class A
W
|
BUY | Nikhil Devnani |
$125.00
Est. +24%
|
$101.13 | $106.95 |
$99.43
-1.7%
|
| Aug 14, 2026 |
Emerson Electric Co.
EMR
|
BUY | Varun Govindaraj |
$186.00
Est. +13%
|
$164.05 | $164.67 |
$152.82
-6.8%
|
| Aug 14, 2026 |
Regeneron Pharmaceuticals, Inc.
REGN
|
SELL | Jeffrey Walch |
$756.00
Est. +5%
|
$799.46 | $779.08 (Low) |
$827.72
-3.5%
|
| Aug 14, 2026 |
Rockwell Automation Inc
ROK
|
BUY | - |
$514.00
Est. +14%
|
$449.53 | $454.69 |
$433.81
-3.5%
|
| Aug 14, 2026 |
Tapestry Inc
TPR
|
BUY | - |
$185.00
Est. +44%
|
$128.39 | $135.35 |
$122.14
-4.9%
|
| Aug 14, 2026 |
Parker-Hannifin Corp.
PH
|
BUY | Varun Govindaraj |
$1,218.00
Est. +15%
|
$1,057.28 | $1,064.41 |
$962.59
-9.0%
|
| Aug 13, 2026 |
Neurocrine Biosciences, Inc.
NBIX
|
BUY | - |
$218.00
Est. +39%
|
$156.49 | $160.43 |
$155.64
-0.5%
|
| Aug 13, 2026 |
Trimble Inc
TRMB
|
BUY | Chad Dillard |
$73.00
Est. +31%
|
$55.64 | $62.00 |
$59.47
+6.9%
|
| Aug 13, 2026 |
Incyte Corp.
INCY
|
SELL | - |
$104.00
Est. +14%
|
$120.77 | $117.56 (Low) |
$126.75
-5.0%
|
| Aug 13, 2026 |
Iris Energy Ltd
IREN
|
BUY | Gautam Chhugani |
$100.00
Est. +129%
|
$43.67 | $49.19 |
$44.68
+2.3%
|
| Aug 13, 2026 |
Super Micro Computer Inc
SMCI
|
BUY | - |
$42.00
Est. +12%
|
$37.61 | $42.30 |
$39.59
+5.3%
|
Costco Wholesale Corp
COST
Sep 04, 2026
Analyst
-
Signal & Target
BUY
$1,144.00
Start Price
$925.41
Best Price (1Y)
$927.97
Current Price
$915.74
Return
-1.0%
Lululemon Athletica inc.
LULU
Sep 04, 2026
Analyst
Aneesha Sherman
Signal & Target
SELL
$115.00
Start Price
$121.77
Best Price (1Y)
$97.99
Current Price
$100.61
Return
+17.4%
Analyst
Stacy Rasgon
Signal & Target
SELL
$575.00
Start Price
$1,406.70
Best Price (1Y)
-
Current Price
$1,406.70
Return
0.0%
DraftKings Inc. - Ordinary Shares - Class A
DKNG
Sep 03, 2026
Analyst
Ian Moore
Signal & Target
BUY
$29.00
Start Price
$24.21
Best Price (1Y)
$24.82
Current Price
$24.01
Return
-0.8%
Palo Alto Networks Inc
PANW
Sep 02, 2026
Analyst
Peter Weed
Signal & Target
SELL
$253.00
Start Price
$362.09
Best Price (1Y)
$321.39
Current Price
$333.26
Return
+8.0%
MongoDB Inc - Ordinary Shares - Class A
MDB
Sep 02, 2026
Analyst
Firoz Valliji
Signal & Target
BUY
$484.00
Start Price
$380.50
Best Price (1Y)
$398.50
Current Price
$368.74
Return
-3.1%
Analyst
-
Signal & Target
BUY
$650.00
Start Price
$424.68
Best Price (1Y)
$534.99
Current Price
$524.00
Return
+23.4%
NIO Inc - ADR
NIO
Sep 02, 2026
Analyst
Eunice Lee
Signal & Target
BUY
$5.00
Start Price
$4.06
Best Price (1Y)
$3.97
Current Price
$3.80
Return
-6.4%
Dollar Tree Inc
DLTR
Aug 28, 2026
Analyst
Zhihan Ma
Signal & Target
BUY
$130.00
Start Price
$127.00
Best Price (1Y)
$134.99
Current Price
$131.42
Return
+3.5%
SentinelOne Inc - Ordinary Shares - Class A
S
Aug 28, 2026
Analyst
Peter Weed
Signal & Target
SELL
$21.00
Start Price
$22.71
Best Price (1Y)
$19.25
Current Price
$19.88
Return
+12.5%
Workday Inc - Ordinary Shares - Class A
WDAY
Aug 28, 2026
Analyst
-
Signal & Target
BUY
$238.00
Start Price
$193.57
Best Price (1Y)
$211.83
Current Price
$195.79
Return
+1.1%
Dollar General Corp.
DG
Aug 28, 2026
Analyst
Zhihan Ma
Signal & Target
BUY
$160.00
Start Price
$125.91
Best Price (1Y)
$134.13
Current Price
$133.21
Return
+5.8%
Burlington Stores Inc
BURL
Aug 28, 2026
Analyst
-
Signal & Target
BUY
$355.00
Start Price
$290.00
Best Price (1Y)
$292.31
Current Price
$265.33
Return
-8.5%
NVIDIA Corp
NVDA
Aug 27, 2026
Analyst
-
Signal & Target
BUY
$400.00
Start Price
$209.66
Best Price (1Y)
$234.76
Current Price
$230.36
Return
+9.9%
HP Inc
HPQ
Aug 27, 2026
Analyst
Mark Newman
Signal & Target
BUY
$32.00
Start Price
$30.52
Best Price (1Y)
$32.78
Current Price
$32.64
Return
+6.9%
Okta Inc - Ordinary Shares - Class A
OKTA
Aug 27, 2026
Analyst
Peter Weed
Signal & Target
BUY
$143.00
Start Price
$134.42
Best Price (1Y)
$174.85
Current Price
$170.60
Return
+26.9%
Analyst
-
Signal & Target
SELL
$119.00
Start Price
$189.18
Best Price (1Y)
$200.60
Current Price
$213.10
Return
-12.6%
J.M. Smucker Co.
SJM
Aug 27, 2026
Analyst
-
Signal & Target
BUY
$157.00
Start Price
$130.90
Best Price (1Y)
$135.89
Current Price
$126.08
Return
-3.7%
Agilent Technologies Inc.
A
Aug 27, 2026
Analyst
-
Signal & Target
BUY
$180.00
Start Price
$155.17
Best Price (1Y)
$163.75
Current Price
$150.84
Return
-2.8%
Kanzhun Ltd - ADR
BZ
Aug 26, 2026
Analyst
Robin Zhu
Signal & Target
SELL
$19.00
Start Price
$19.14
Best Price (1Y)
$16.62
Current Price
$16.92
Return
+11.6%
Booking Holdings Inc
BKNG
Aug 26, 2026
Analyst
Richard Clarke
Signal & Target
SELL
$188.00
Start Price
$210.48
Best Price (1Y)
$192.19
Current Price
$193.29
Return
+8.2%
Microstrategy Inc. - Ordinary Shares - Class A
MSTR
Aug 26, 2026
Analyst
Gautam Chhugani
Signal & Target
BUY
$350.00
Start Price
$126.83
Best Price (1Y)
$144.89
Current Price
$142.80
Return
+12.6%
Analyst
Peter Weed
Signal & Target
BUY
$108.00
Start Price
$100.92
Best Price (1Y)
$102.25
Current Price
$101.33
Return
+0.4%
Li Auto Inc - ADR
LI
Aug 26, 2026
Analyst
Eunice Lee
Signal & Target
BUY
$14.50
Start Price
$12.14
Best Price (1Y)
$12.48
Current Price
$12.37
Return
+1.9%
Alnylam Pharmaceuticals Inc
ALNY
Aug 25, 2026
Analyst
Jeffrey Walch
Signal & Target
BUY
$376.00
Start Price
$236.01
Best Price (1Y)
$271.12
Current Price
$266.11
Return
+12.8%
TJX Companies, Inc.
TJX
Aug 25, 2026
Analyst
Aneesha Sherman
Signal & Target
BUY
$175.00
Start Price
$140.46
Best Price (1Y)
$142.49
Current Price
$132.08
Return
-6.0%
Huntington Ingalls Industries Inc
HII
Aug 25, 2026
Analyst
-
Signal & Target
BUY
$341.00
Start Price
$294.63
Best Price (1Y)
$298.99
Current Price
$285.93
Return
-3.0%
Procter & Gamble Co.
PG
Aug 24, 2026
Analyst
Cristian Rios
Signal & Target
BUY
$149.00
Start Price
$146.25
Best Price (1Y)
$148.36
Current Price
$146.43
Return
+0.1%
Howmet Aerospace Inc
HWM
Aug 24, 2026
Analyst
-
Signal & Target
BUY
$328.00
Start Price
$265.88
Best Price (1Y)
$271.50
Current Price
$259.27
Return
-2.5%
Airbnb Inc - Ordinary Shares - Class A
ABNB
Aug 24, 2026
Analyst
Richard Clarke
Signal & Target
BUY
$217.00
Start Price
$187.30
Best Price (1Y)
$193.45
Current Price
$181.94
Return
-2.9%
Revolution Medicines Inc
RVMD
Aug 21, 2026
Analyst
Jeffrey Walch
Signal & Target
SELL
$179.00
Start Price
$211.74
Best Price (1Y)
$198.94
Current Price
$210.02
Return
+0.8%
NetEase Inc - ADR
NTES
Aug 21, 2026
Analyst
Robin Zhu
Signal & Target
BUY
$160.00
Start Price
$127.38
Best Price (1Y)
$128.97
Current Price
$119.29
Return
-6.4%
Ross Stores, Inc.
ROST
Aug 21, 2026
Analyst
Aneesha Sherman
Signal & Target
BUY
$240.00
Start Price
$228.99
Best Price (1Y)
$242.50
Current Price
$230.69
Return
+0.7%
Analyst
Cristian Rios
Signal & Target
BUY
$106.00
Start Price
$98.01
Best Price (1Y)
$108.38
Current Price
$103.86
Return
+6.0%
Target Corp
TGT
Aug 20, 2026
Analyst
-
Signal & Target
SELL
$154.00
Start Price
$159.03
Best Price (1Y)
$160.18
Current Price
$164.44
Return
-3.4%
Home Depot, Inc.
HD
Aug 19, 2026
Analyst
Zhihan Ma
Signal & Target
BUY
$354.00
Start Price
$347.67
Best Price (1Y)
$342.22
Current Price
$321.05
Return
-7.7%
Analog Devices Inc.
ADI
Aug 19, 2026
Analyst
Stacy Rasgon
Signal & Target
BUY
$465.00
Start Price
$373.26
Best Price (1Y)
$377.49
Current Price
$362.25
Return
-2.9%
Applied Materials Inc.
AMAT
Aug 14, 2026
Analyst
-
Signal & Target
BUY
$700.00
Start Price
$534.54
Best Price (1Y)
$539.80
Current Price
$454.71
Return
-14.9%
Analyst
-
Signal & Target
BUY
$190.00
Start Price
$152.36
Best Price (1Y)
$155.75
Current Price
$144.94
Return
-4.9%
Wayfair Inc - Ordinary Shares - Class A
W
Aug 14, 2026
Analyst
Nikhil Devnani
Signal & Target
BUY
$125.00
Start Price
$101.13
Best Price (1Y)
$106.95
Current Price
$99.43
Return
-1.7%
Emerson Electric Co.
EMR
Aug 14, 2026
Analyst
Varun Govindaraj
Signal & Target
BUY
$186.00
Start Price
$164.05
Best Price (1Y)
$164.67
Current Price
$152.82
Return
-6.8%
Regeneron Pharmaceuticals, Inc.
REGN
Aug 14, 2026
Analyst
Jeffrey Walch
Signal & Target
SELL
$756.00
Start Price
$799.46
Best Price (1Y)
$779.08
Current Price
$827.72
Return
-3.5%
Rockwell Automation Inc
ROK
Aug 14, 2026
Analyst
-
Signal & Target
BUY
$514.00
Start Price
$449.53
Best Price (1Y)
$454.69
Current Price
$433.81
Return
-3.5%
Tapestry Inc
TPR
Aug 14, 2026
Analyst
-
Signal & Target
BUY
$185.00
Start Price
$128.39
Best Price (1Y)
$135.35
Current Price
$122.14
Return
-4.9%
Parker-Hannifin Corp.
PH
Aug 14, 2026
Analyst
Varun Govindaraj
Signal & Target
BUY
$1,218.00
Start Price
$1,057.28
Best Price (1Y)
$1,064.41
Current Price
$962.59
Return
-9.0%
Neurocrine Biosciences, Inc.
NBIX
Aug 13, 2026
Analyst
-
Signal & Target
BUY
$218.00
Start Price
$156.49
Best Price (1Y)
$160.43
Current Price
$155.64
Return
-0.5%
Trimble Inc
TRMB
Aug 13, 2026
Analyst
Chad Dillard
Signal & Target
BUY
$73.00
Start Price
$55.64
Best Price (1Y)
$62.00
Current Price
$59.47
Return
+6.9%
Incyte Corp.
INCY
Aug 13, 2026
Analyst
-
Signal & Target
SELL
$104.00
Start Price
$120.77
Best Price (1Y)
$117.56
Current Price
$126.75
Return
-5.0%
Iris Energy Ltd
IREN
Aug 13, 2026
Analyst
Gautam Chhugani
Signal & Target
BUY
$100.00
Start Price
$43.67
Best Price (1Y)
$49.19
Current Price
$44.68
Return
+2.3%
Super Micro Computer Inc
SMCI
Aug 13, 2026
Analyst
-
Signal & Target
BUY
$42.00
Start Price
$37.61
Best Price (1Y)
$42.30
Current Price
$39.59
Return
+5.3%
Recent Upgrades / Downgrades
| Date | Stock | Action | From | To |
|---|---|---|---|---|
| Aug 28, 2026 |
SentinelOne Inc - Ordinary Shares - Class A
S
|
Hold | Outperform | Outperform |
| Aug 28, 2026 |
Dollar Tree Inc
DLTR
|
Hold | Market Perform | Market Perform |
| Aug 28, 2026 |
Workday Inc - Ordinary Shares - Class A
WDAY
|
Hold | Outperform | Outperform |
| Aug 28, 2026 |
Dollar General Corp.
DG
|
Hold | Outperform | Outperform |
| Aug 27, 2026 |
HP Inc
HPQ
|
Hold | Market Perform | Market Perform |
| Aug 27, 2026 |
Bloom Energy Corp - Ordinary Shares - Class A
BE
|
Hold | Market Perform | Market Perform |
| Aug 27, 2026 |
Crowdstrike Holdings Inc - Ordinary Shares - Class A
CRWD
|
Hold | Market Perform | Market Perform |
| Aug 27, 2026 |
Block Inc - Ordinary Shares - Class A
SQ
|
Hold | Outperform | Outperform |
| Aug 27, 2026 |
J.M. Smucker Co.
SJM
|
Hold | Outperform | Outperform |
| Aug 27, 2026 |
Okta Inc - Ordinary Shares - Class A
OKTA
|
Hold | Outperform | Outperform |
| Aug 27, 2026 |
NVIDIA Corp
NVDA
|
Hold | Outperform | Outperform |
| Aug 27, 2026 |
Salesforce Inc
CRM
|
Hold | Underperform | Underperform |
| Aug 27, 2026 |
Agilent Technologies Inc.
A
|
Hold | Outperform | Outperform |
| Aug 26, 2026 |
Microstrategy Inc. - Ordinary Shares - Class A
MSTR
|
Hold | Outperform | Outperform |
| Aug 26, 2026 |
Kanzhun Ltd - ADR
BZ
|
Hold | Outperform | Outperform |
| Aug 26, 2026 |
Booking Holdings Inc
BKNG
|
Hold | Market Perform | Market Perform |
| Aug 26, 2026 |
Li Auto Inc - ADR
LI
|
Hold | Market Perform | Market Perform |
| Aug 26, 2026 |
Zoom Video Communications Inc - Ordinary Shares - Class A
ZM
|
Hold | Market Perform | Market Perform |
| Aug 25, 2026 |
Jupai Holdings Ltd - ADR
JP
|
Upgrade | Market Perform | Outperform |
| Aug 25, 2026 |
Alnylam Pharmaceuticals Inc
ALNY
|
Hold | Outperform | Outperform |
| Aug 25, 2026 |
TJX Companies, Inc.
TJX
|
Hold | Outperform | Outperform |
| Aug 25, 2026 |
Summit Therapeutics Inc
SMMT
|
Upgrade | Underperform | Market Perform |
| Aug 24, 2026 |
Howmet Aerospace Inc
HWM
|
Hold | Outperform | Outperform |
| Aug 24, 2026 |
Procter & Gamble Co.
PG
|
Hold | Market Perform | Market Perform |
| Aug 21, 2026 |
Revolution Medicines Inc
RVMD
|
Hold | Market Perform | Market Perform |
| Aug 21, 2026 |
Walmart Inc
WMT
|
Hold | Outperform | Outperform |
| Aug 21, 2026 |
Ross Stores, Inc.
ROST
|
Hold | Market Perform | Market Perform |
| Aug 21, 2026 |
NetEase Inc - ADR
NTES
|
Hold | Outperform | Outperform |
| Aug 20, 2026 |
Estee Lauder Cos., Inc. - Ordinary Shares - Class A
EL
|
Hold | Market Perform | Market Perform |
| Aug 20, 2026 |
Etsy Inc
ETSY
|
Upgrade | Market Perform | Outperform |
| Aug 20, 2026 |
Target Corp
TGT
|
Hold | Market Perform | Market Perform |
| Aug 19, 2026 |
PayPal Holdings Inc
PYPL
|
Hold | Market Perform | Market Perform |
| Aug 19, 2026 |
Home Depot, Inc.
HD
|
Hold | Market Perform | Market Perform |
| Aug 19, 2026 |
Analog Devices Inc.
ADI
|
Upgrade | Market Perform | Outperform |
| Aug 19, 2026 |
Constellation Energy Corporation
CEG
|
Hold | Outperform | Outperform |
| Aug 14, 2026 |
Tapestry Inc
TPR
|
Hold | Market Perform | Market Perform |
| Aug 14, 2026 |
Birkenstock Holding Plc
BIRK
|
Hold | Market Perform | Market Perform |
| Aug 14, 2026 |
Trane Technologies plc - Ordinary Shares - Class A
TT
|
Hold | Outperform | Outperform |
| Aug 14, 2026 |
Parker-Hannifin Corp.
PH
|
Hold | Outperform | Outperform |
| Aug 14, 2026 |
Rockwell Automation Inc
ROK
|
Hold | Market Perform | Market Perform |
| Aug 14, 2026 |
Wayfair Inc - Ordinary Shares - Class A
W
|
Upgrade | Market Perform | Outperform |
| Aug 14, 2026 |
Johnson Controls International plc - Registered Shares
JCI
|
Hold | Outperform | Outperform |
| Aug 14, 2026 |
Emerson Electric Co.
EMR
|
Hold | Outperform | Outperform |
| Aug 14, 2026 |
Applied Materials Inc.
AMAT
|
Hold | Outperform | Outperform |
| Aug 14, 2026 |
JD.com Inc - ADR
JD
|
Hold | Outperform | Outperform |
| Aug 14, 2026 |
Regeneron Pharmaceuticals, Inc.
REGN
|
Hold | Market Perform | Market Perform |
| Aug 14, 2026 |
Micron Technology Inc.
MU
|
Upgrade | Outperform | Outperform |
| Aug 13, 2026 |
Jupai Holdings Ltd - ADR
JP
|
Downgrade | Outperform | Market Perform |
| Aug 13, 2026 |
Trimble Inc
TRMB
|
Hold | Outperform | Outperform |
| Aug 13, 2026 |
Performance Food Group Company
PFGC
|
Hold | Outperform | Outperform |
Action
Hold
From
Outperform
To
Outperform
Dollar Tree Inc
DLTR
Aug 28
Action
Hold
From
Market Perform
To
Market Perform
Action
Hold
From
Outperform
To
Outperform
Dollar General Corp.
DG
Aug 28
Action
Hold
From
Outperform
To
Outperform
HP Inc
HPQ
Aug 27
Action
Hold
From
Market Perform
To
Market Perform
Action
Hold
From
Market Perform
To
Market Perform
Action
Hold
From
Market Perform
To
Market Perform
Action
Hold
From
Outperform
To
Outperform
J.M. Smucker Co.
SJM
Aug 27
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
NVIDIA Corp
NVDA
Aug 27
Action
Hold
From
Outperform
To
Outperform
Salesforce Inc
CRM
Aug 27
Action
Hold
From
Underperform
To
Underperform
Agilent Technologies Inc.
A
Aug 27
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Kanzhun Ltd - ADR
BZ
Aug 26
Action
Hold
From
Outperform
To
Outperform
Booking Holdings Inc
BKNG
Aug 26
Action
Hold
From
Market Perform
To
Market Perform
Li Auto Inc - ADR
LI
Aug 26
Action
Hold
From
Market Perform
To
Market Perform
Action
Hold
From
Market Perform
To
Market Perform
Jupai Holdings Ltd - ADR
JP
Aug 25
Action
Upgrade
From
Market Perform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
TJX Companies, Inc.
TJX
Aug 25
Action
Hold
From
Outperform
To
Outperform
Summit Therapeutics Inc
SMMT
Aug 25
Action
Upgrade
From
Underperform
To
Market Perform
Howmet Aerospace Inc
HWM
Aug 24
Action
Hold
From
Outperform
To
Outperform
Procter & Gamble Co.
PG
Aug 24
Action
Hold
From
Market Perform
To
Market Perform
Action
Hold
From
Market Perform
To
Market Perform
Walmart Inc
WMT
Aug 21
Action
Hold
From
Outperform
To
Outperform
Ross Stores, Inc.
ROST
Aug 21
Action
Hold
From
Market Perform
To
Market Perform
NetEase Inc - ADR
NTES
Aug 21
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Market Perform
To
Market Perform
Etsy Inc
ETSY
Aug 20
Action
Upgrade
From
Market Perform
To
Outperform
Target Corp
TGT
Aug 20
Action
Hold
From
Market Perform
To
Market Perform
PayPal Holdings Inc
PYPL
Aug 19
Action
Hold
From
Market Perform
To
Market Perform
Home Depot, Inc.
HD
Aug 19
Action
Hold
From
Market Perform
To
Market Perform
Analog Devices Inc.
ADI
Aug 19
Action
Upgrade
From
Market Perform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Tapestry Inc
TPR
Aug 14
Action
Hold
From
Market Perform
To
Market Perform
Birkenstock Holding Plc
BIRK
Aug 14
Action
Hold
From
Market Perform
To
Market Perform
Action
Hold
From
Outperform
To
Outperform
Parker-Hannifin Corp.
PH
Aug 14
Action
Hold
From
Outperform
To
Outperform
Rockwell Automation Inc
ROK
Aug 14
Action
Hold
From
Market Perform
To
Market Perform
Action
Upgrade
From
Market Perform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Emerson Electric Co.
EMR
Aug 14
Action
Hold
From
Outperform
To
Outperform
Applied Materials Inc.
AMAT
Aug 14
Action
Hold
From
Outperform
To
Outperform
JD.com Inc - ADR
JD
Aug 14
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Market Perform
To
Market Perform
Micron Technology Inc.
MU
Aug 14
Action
Upgrade
From
Outperform
To
Outperform
Jupai Holdings Ltd - ADR
JP
Aug 13
Action
Downgrade
From
Outperform
To
Market Perform
Trimble Inc
TRMB
Aug 13
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform