Bernstein Score: 40
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.
+6.5%
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 📉
50%
630 W / 640 L
Target Met
How often was the target reached?
Hits vs. Total.
Hits vs. Total.
85%
624 W / 113 L
Precision Hit
How often precise (±3%)?
Hits vs. Total.
Hits vs. Total.
19%
137 W / 600 L
Bullseye Hit
How often perfect (±1%)?
Hits vs. Total.
Hits vs. Total.
6%
43 W / 694 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.
52%
292 W / 271 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).
49%
534 W / 550 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%
96 W / 90 L
Top 5 Analysts (Score, >50 Trades)
Latest Price Targets
| Date | Stock | Signal | Analyst | Target | Start Price | Best Price (1Y) | Current Price |
|---|---|---|---|---|---|---|---|
| Oct 08, 2026 |
McDonald`s Corp
MCD
|
BUY | - |
$250.00
Est. +8%
|
$230.88 | $245.45 |
$242.50
+5.0%
|
| Oct 07, 2026 |
Delta Air Lines, Inc.
DAL
|
BUY | David Vernon |
$100.00
Est. +20%
|
$83.66 | $83.47 |
$78.08
-6.7%
|
| Oct 07, 2026 |
Carrier Global Corp
CARR
|
BUY | - |
$64.00
Est. +14%
|
$56.10 | $56.39 |
$54.96
-2.0%
|
| Oct 07, 2026 |
Howmet Aerospace Inc
HWM
|
BUY | Douglas Harned |
$298.00
Est. +32%
|
$225.30 | $228.50 |
$219.75
-2.5%
|
| Oct 06, 2026 |
Emles Trust - Emles Luxury Goods ETF
LUXE
|
BUY | - |
$12.90
Est. +29%
|
$10.03 | $10.54 |
$9.54
-4.9%
|
| Oct 05, 2026 |
Expand Energy Corporation
EXE
|
BUY | Bob Brackett |
$127.00
Est. +49%
|
$85.52 | $92.89 |
$90.80
+6.2%
|
| Oct 03, 2026 |
Boston Scientific Corp.
BSX
|
BUY | Lee Hambright |
$54.00
Est. +27%
|
$42.60 | $44.43 |
$44.14
+3.6%
|
| Oct 02, 2026 |
Nike, Inc. - Ordinary Shares - Class B
NKE
|
BUY | Nick Anderson |
$45.00
Est. +28%
|
$35.15 | $37.73 |
$37.14
+5.7%
|
| Oct 02, 2026 |
Forgent Power Solutions, Inc.
FPS
|
BUY | - |
$48.00
Est. +29%
|
$37.33 | $41.61 |
$32.37
-13.3%
|
| Oct 02, 2026 |
McCormick & Co., Inc. - Ordinary Shares (Non Voting)
MKC
|
BUY | Alexia Howard |
$59.00
Est. +34%
|
$44.14 | $46.84 |
$45.71
+3.6%
|
| Oct 02, 2026 |
Adidas AG - ADR - Level I
ADDYY
|
BUY | Aneesha Sherman |
$146.00
Est. +81%
|
$80.61 | $88.72 |
$88.66
+10.0%
|
| Oct 01, 2026 |
Vistra Corp
VST
|
BUY | Sunaina Ocalan |
$181.00
Est. +31%
|
$138.37 | $168.70 |
$154.17
+11.4%
|
| Sep 30, 2026 |
CIENA Corp.
CIEN
|
BUY | Daniel Zhu |
$440.00
Est. +24%
|
$354.92 | $454.73 |
$356.52
+0.5%
|
| Sep 30, 2026 |
Cisco Systems, Inc.
CSCO
|
BUY | - |
$110.00
Est. +3%
|
$106.94 | $118.65 |
$109.85
+2.7%
|
| Sep 30, 2026 |
Corning, Inc.
GLW
|
SELL | Daniel Zhu |
$140.00
Est. +12%
|
$158.75 | $132.75 (Low) |
$138.36
+12.8%
|
| Sep 30, 2026 |
Coherent Corp
COHR
|
BUY | - |
$350.00
Est. +20%
|
$292.21 | $341.76 |
$250.60
-14.2%
|
| Sep 30, 2026 |
Lumentum Holdings Inc
LITE
|
BUY | - |
$1,220.00
Est. +25%
|
$973.49 | $1,143.00 |
$869.54
-10.7%
|
| Sep 30, 2026 |
Celestica, Inc. - Ordinary Shares (Subordinate Voting)
CLS
|
BUY | Daniel Zhu |
$520.00
Est. +42%
|
$366.47 | $393.72 |
$315.25
-14.0%
|
| Sep 30, 2026 |
Arista Networks Inc
ANET
|
BUY | - |
$250.00
Est. +23%
|
$202.86 | $217.41 |
$185.58
-8.5%
|
| Sep 30, 2026 |
Carnival Corp. - Ordinary Shares (Paired Stock)
CCL
|
BUY | Richard Clarke |
$28.70
Est. +13%
|
$25.38 | $26.86 |
$26.46
+4.3%
|
| Sep 29, 2026 |
O`Reilly Automotive, Inc.
ORLY
|
BUY | Zhihan Ma |
$94.00
Est. +9%
|
$86.51 | $89.98 |
$88.50
+2.3%
|
| Sep 29, 2026 |
Autozone Inc.
AZO
|
BUY | Zhihan Ma |
$3,698.00
Est. +27%
|
$2,913.28 | $3,067.03 |
$3,059.62
+5.0%
|
| Sep 28, 2026 |
Constellation Brands Inc - Ordinary Shares - Class A
STZ
|
BUY | Nadine Sarwat |
$180.00
Est. +59%
|
$112.92 | $131.84 |
$129.58
+14.8%
|
| Sep 25, 2026 |
3M Co.
MMM
|
BUY | - |
$171.00
Est. +2%
|
$167.52 | $170.98 |
$165.33
-1.3%
|
| Sep 25, 2026 |
CF Industries Holdings Inc
CF
|
BUY | - |
$162.00
Est. +37%
|
$118.43 | $121.99 |
$119.77
+1.1%
|
| Sep 25, 2026 |
Costco Wholesale Corp
COST
|
BUY | - |
$1,143.00
Est. +27%
|
$896.48 | $1,008.37 |
$978.01
+9.1%
|
| Sep 25, 2026 |
Darden Restaurants, Inc.
DRI
|
BUY | Danilo Gargiulo |
$230.00
Est. +12%
|
$206.12 | $215.01 |
$214.31
+4.0%
|
| Sep 24, 2026 |
General Mills, Inc.
GIS
|
SELL | Alexia Howard |
$30.00
Est. +15%
|
$35.29 | $31.18 (Low) |
$32.88
+6.8%
|
| Sep 24, 2026 |
Quanta Services, Inc.
PWR
|
BUY | Chad Dillard |
$775.00
Est. +22%
|
$634.90 | $721.93 |
$642.21
+1.2%
|
| Sep 24, 2026 |
Stitch Fix Inc - Ordinary Shares - Class A
SFIX
|
BUY | Aneesha Sherman |
$4.00
Est. +81%
|
$2.21 | $2.88 |
$2.56
+15.8%
|
| Sep 24, 2026 |
PPG Industries, Inc.
PPG
|
BUY | James Hooper |
$136.00
Est. +27%
|
$106.72 | $108.49 |
$107.81
+1.0%
|
| Sep 23, 2026 |
Northrop Grumman Corp.
NOC
|
BUY | - |
$620.00
Est. +22%
|
$509.86 | $520.80 |
$499.63
-2.0%
|
| Sep 23, 2026 |
Huntington Ingalls Industries Inc
HII
|
BUY | - |
$327.00
Est. +21%
|
$270.95 | $275.98 |
$267.22
-1.4%
|
| Sep 23, 2026 |
Amphenol Corp. - Ordinary Shares - Class A
APH
|
BUY | Varun Govindaraj |
$99.00
Est. +20%
|
$82.84 | $89.93 |
$81.49
-1.6%
|
| Sep 23, 2026 |
RTX Corp
RTX
|
BUY | Douglas Harned |
$223.00
Est. +17%
|
$190.99 | $195.07 |
$186.95
-2.1%
|
| Sep 23, 2026 |
General Dynamics Corp.
GD
|
BUY | - |
$407.00
Est. +19%
|
$343.39 | $348.76 |
$337.03
-1.9%
|
| Sep 23, 2026 |
TE Connectivity Ltd - Registered Shares
TEL
|
BUY | - |
$243.00
Est. +14%
|
$213.48 | $223.43 |
$212.99
-0.2%
|
| Sep 21, 2026 |
Amrize Ltd
AMRZ
|
BUY | Pujarini Ghosh |
$60.00
Est. +60%
|
$37.54 | $37.38 |
$37.32
-0.6%
|
| Sep 17, 2026 |
Crowdstrike Holdings Inc - Ordinary Shares - Class A
CRWD
|
SELL | - |
$132.00
Est. +45%
|
$241.36 | $230.85 (Low) |
$244.57
-1.3%
|
| Sep 17, 2026 |
Okta Inc - Ordinary Shares - Class A
OKTA
|
SELL | Peter Weed |
$174.00
Est. +8%
|
$188.12 | $180.55 (Low) |
$208.52
-10.8%
|
| Sep 17, 2026 |
Palo Alto Networks Inc
PANW
|
SELL | - |
$351.00
Est. +7%
|
$375.65 | $356.00 (Low) |
$370.27
+1.4%
|
| Sep 17, 2026 |
Zscaler Inc
ZS
|
BUY | - |
$298.00
Est. +56%
|
$191.58 | $237.22 |
$220.43
+15.1%
|
| Sep 17, 2026 |
SentinelOne Inc - Ordinary Shares - Class A
S
|
BUY | Peter Weed |
$25.00
Est. +8%
|
$23.17 | $26.50 |
$23.37
+0.9%
|
| Sep 17, 2026 |
e.l.f. Beauty Inc
ELF
|
BUY | Cristian Rios |
$127.00
Est. +36%
|
$93.41 | $116.15 |
$116.11
+24.3%
|
| Sep 17, 2026 |
Cloudflare Inc - Ordinary Shares - Class A
NET
|
SELL | - |
$181.00
Est. +44%
|
$324.97 | $305.01 (Low) |
$316.13
+2.7%
|
| Sep 17, 2026 |
Fortinet Inc
FTNT
|
SELL | - |
$145.00
Est. +16%
|
$171.77 | $166.09 (Low) |
$181.91
-5.9%
|
| Sep 16, 2026 |
Sunbelt Rentals Holdings Inc
SUNB
|
BUY | Will Kirkness |
$97.00
Est. +35%
|
$71.89 | $77.75 |
$76.51
+6.4%
|
| Sep 15, 2026 |
Agilon Health Inc
AGL
|
BUY | - |
$125.00
Est. +35%
|
$92.38 | $96.65 |
$88.45
-4.3%
|
| Sep 11, 2026 |
Linde Plc.
LIN
|
BUY | James Hooper |
$563.00
Est. +21%
|
$463.92 | $499.20 |
$493.22
+6.3%
|
| Sep 10, 2026 |
Guardant Health Inc
GH
|
BUY | Eve Burstein |
$210.00
Est. +30%
|
$161.25 | $191.01 |
$165.88
+2.9%
|
McDonald`s Corp
MCD
Oct 08, 2026
Analyst
-
Signal & Target
BUY
$250.00
Start Price
$230.88
Best Price (1Y)
$245.45
Current Price
$242.50
Return
+5.0%
Delta Air Lines, Inc.
DAL
Oct 07, 2026
Analyst
David Vernon
Signal & Target
BUY
$100.00
Start Price
$83.66
Best Price (1Y)
$83.47
Current Price
$78.08
Return
-6.7%
Carrier Global Corp
CARR
Oct 07, 2026
Analyst
-
Signal & Target
BUY
$64.00
Start Price
$56.10
Best Price (1Y)
$56.39
Current Price
$54.96
Return
-2.0%
Howmet Aerospace Inc
HWM
Oct 07, 2026
Analyst
Douglas Harned
Signal & Target
BUY
$298.00
Start Price
$225.30
Best Price (1Y)
$228.50
Current Price
$219.75
Return
-2.5%
Emles Trust - Emles Luxury Goods ETF
LUXE
Oct 06, 2026
Analyst
-
Signal & Target
BUY
$12.90
Start Price
$10.03
Best Price (1Y)
$10.54
Current Price
$9.54
Return
-4.9%
Expand Energy Corporation
EXE
Oct 05, 2026
Analyst
Bob Brackett
Signal & Target
BUY
$127.00
Start Price
$85.52
Best Price (1Y)
$92.89
Current Price
$90.80
Return
+6.2%
Boston Scientific Corp.
BSX
Oct 03, 2026
Analyst
Lee Hambright
Signal & Target
BUY
$54.00
Start Price
$42.60
Best Price (1Y)
$44.43
Current Price
$44.14
Return
+3.6%
Nike, Inc. - Ordinary Shares - Class B
NKE
Oct 02, 2026
Analyst
Nick Anderson
Signal & Target
BUY
$45.00
Start Price
$35.15
Best Price (1Y)
$37.73
Current Price
$37.14
Return
+5.7%
Forgent Power Solutions, Inc.
FPS
Oct 02, 2026
Analyst
-
Signal & Target
BUY
$48.00
Start Price
$37.33
Best Price (1Y)
$41.61
Current Price
$32.37
Return
-13.3%
Analyst
Alexia Howard
Signal & Target
BUY
$59.00
Start Price
$44.14
Best Price (1Y)
$46.84
Current Price
$45.71
Return
+3.6%
Adidas AG - ADR - Level I
ADDYY
Oct 02, 2026
Analyst
Aneesha Sherman
Signal & Target
BUY
$146.00
Start Price
$80.61
Best Price (1Y)
$88.72
Current Price
$88.66
Return
+10.0%
Vistra Corp
VST
Oct 01, 2026
Analyst
Sunaina Ocalan
Signal & Target
BUY
$181.00
Start Price
$138.37
Best Price (1Y)
$168.70
Current Price
$154.17
Return
+11.4%
CIENA Corp.
CIEN
Sep 30, 2026
Analyst
Daniel Zhu
Signal & Target
BUY
$440.00
Start Price
$354.92
Best Price (1Y)
$454.73
Current Price
$356.52
Return
+0.5%
Cisco Systems, Inc.
CSCO
Sep 30, 2026
Analyst
-
Signal & Target
BUY
$110.00
Start Price
$106.94
Best Price (1Y)
$118.65
Current Price
$109.85
Return
+2.7%
Corning, Inc.
GLW
Sep 30, 2026
Analyst
Daniel Zhu
Signal & Target
SELL
$140.00
Start Price
$158.75
Best Price (1Y)
$132.75
Current Price
$138.36
Return
+12.8%
Coherent Corp
COHR
Sep 30, 2026
Analyst
-
Signal & Target
BUY
$350.00
Start Price
$292.21
Best Price (1Y)
$341.76
Current Price
$250.60
Return
-14.2%
Lumentum Holdings Inc
LITE
Sep 30, 2026
Analyst
-
Signal & Target
BUY
$1,220.00
Start Price
$973.49
Best Price (1Y)
$1,143.00
Current Price
$869.54
Return
-10.7%
Analyst
Daniel Zhu
Signal & Target
BUY
$520.00
Start Price
$366.47
Best Price (1Y)
$393.72
Current Price
$315.25
Return
-14.0%
Arista Networks Inc
ANET
Sep 30, 2026
Analyst
-
Signal & Target
BUY
$250.00
Start Price
$202.86
Best Price (1Y)
$217.41
Current Price
$185.58
Return
-8.5%
Carnival Corp. - Ordinary Shares (Paired Stock)
CCL
Sep 30, 2026
Analyst
Richard Clarke
Signal & Target
BUY
$28.70
Start Price
$25.38
Best Price (1Y)
$26.86
Current Price
$26.46
Return
+4.3%
O`Reilly Automotive, Inc.
ORLY
Sep 29, 2026
Analyst
Zhihan Ma
Signal & Target
BUY
$94.00
Start Price
$86.51
Best Price (1Y)
$89.98
Current Price
$88.50
Return
+2.3%
Autozone Inc.
AZO
Sep 29, 2026
Analyst
Zhihan Ma
Signal & Target
BUY
$3,698.00
Start Price
$2,913.28
Best Price (1Y)
$3,067.03
Current Price
$3,059.62
Return
+5.0%
Analyst
Nadine Sarwat
Signal & Target
BUY
$180.00
Start Price
$112.92
Best Price (1Y)
$131.84
Current Price
$129.58
Return
+14.8%
3M Co.
MMM
Sep 25, 2026
Analyst
-
Signal & Target
BUY
$171.00
Start Price
$167.52
Best Price (1Y)
$170.98
Current Price
$165.33
Return
-1.3%
CF Industries Holdings Inc
CF
Sep 25, 2026
Analyst
-
Signal & Target
BUY
$162.00
Start Price
$118.43
Best Price (1Y)
$121.99
Current Price
$119.77
Return
+1.1%
Costco Wholesale Corp
COST
Sep 25, 2026
Analyst
-
Signal & Target
BUY
$1,143.00
Start Price
$896.48
Best Price (1Y)
$1,008.37
Current Price
$978.01
Return
+9.1%
Darden Restaurants, Inc.
DRI
Sep 25, 2026
Analyst
Danilo Gargiulo
Signal & Target
BUY
$230.00
Start Price
$206.12
Best Price (1Y)
$215.01
Current Price
$214.31
Return
+4.0%
General Mills, Inc.
GIS
Sep 24, 2026
Analyst
Alexia Howard
Signal & Target
SELL
$30.00
Start Price
$35.29
Best Price (1Y)
$31.18
Current Price
$32.88
Return
+6.8%
Quanta Services, Inc.
PWR
Sep 24, 2026
Analyst
Chad Dillard
Signal & Target
BUY
$775.00
Start Price
$634.90
Best Price (1Y)
$721.93
Current Price
$642.21
Return
+1.2%
Stitch Fix Inc - Ordinary Shares - Class A
SFIX
Sep 24, 2026
Analyst
Aneesha Sherman
Signal & Target
BUY
$4.00
Start Price
$2.21
Best Price (1Y)
$2.88
Current Price
$2.56
Return
+15.8%
PPG Industries, Inc.
PPG
Sep 24, 2026
Analyst
James Hooper
Signal & Target
BUY
$136.00
Start Price
$106.72
Best Price (1Y)
$108.49
Current Price
$107.81
Return
+1.0%
Northrop Grumman Corp.
NOC
Sep 23, 2026
Analyst
-
Signal & Target
BUY
$620.00
Start Price
$509.86
Best Price (1Y)
$520.80
Current Price
$499.63
Return
-2.0%
Huntington Ingalls Industries Inc
HII
Sep 23, 2026
Analyst
-
Signal & Target
BUY
$327.00
Start Price
$270.95
Best Price (1Y)
$275.98
Current Price
$267.22
Return
-1.4%
Amphenol Corp. - Ordinary Shares - Class A
APH
Sep 23, 2026
Analyst
Varun Govindaraj
Signal & Target
BUY
$99.00
Start Price
$82.84
Best Price (1Y)
$89.93
Current Price
$81.49
Return
-1.6%
RTX Corp
RTX
Sep 23, 2026
Analyst
Douglas Harned
Signal & Target
BUY
$223.00
Start Price
$190.99
Best Price (1Y)
$195.07
Current Price
$186.95
Return
-2.1%
General Dynamics Corp.
GD
Sep 23, 2026
Analyst
-
Signal & Target
BUY
$407.00
Start Price
$343.39
Best Price (1Y)
$348.76
Current Price
$337.03
Return
-1.9%
TE Connectivity Ltd - Registered Shares
TEL
Sep 23, 2026
Analyst
-
Signal & Target
BUY
$243.00
Start Price
$213.48
Best Price (1Y)
$223.43
Current Price
$212.99
Return
-0.2%
Amrize Ltd
AMRZ
Sep 21, 2026
Analyst
Pujarini Ghosh
Signal & Target
BUY
$60.00
Start Price
$37.54
Best Price (1Y)
$37.38
Current Price
$37.32
Return
-0.6%
Analyst
-
Signal & Target
SELL
$132.00
Start Price
$241.36
Best Price (1Y)
$230.85
Current Price
$244.57
Return
-1.3%
Okta Inc - Ordinary Shares - Class A
OKTA
Sep 17, 2026
Analyst
Peter Weed
Signal & Target
SELL
$174.00
Start Price
$188.12
Best Price (1Y)
$180.55
Current Price
$208.52
Return
-10.8%
Palo Alto Networks Inc
PANW
Sep 17, 2026
Analyst
-
Signal & Target
SELL
$351.00
Start Price
$375.65
Best Price (1Y)
$356.00
Current Price
$370.27
Return
+1.4%
Zscaler Inc
ZS
Sep 17, 2026
Analyst
-
Signal & Target
BUY
$298.00
Start Price
$191.58
Best Price (1Y)
$237.22
Current Price
$220.43
Return
+15.1%
SentinelOne Inc - Ordinary Shares - Class A
S
Sep 17, 2026
Analyst
Peter Weed
Signal & Target
BUY
$25.00
Start Price
$23.17
Best Price (1Y)
$26.50
Current Price
$23.37
Return
+0.9%
e.l.f. Beauty Inc
ELF
Sep 17, 2026
Analyst
Cristian Rios
Signal & Target
BUY
$127.00
Start Price
$93.41
Best Price (1Y)
$116.15
Current Price
$116.11
Return
+24.3%
Cloudflare Inc - Ordinary Shares - Class A
NET
Sep 17, 2026
Analyst
-
Signal & Target
SELL
$181.00
Start Price
$324.97
Best Price (1Y)
$305.01
Current Price
$316.13
Return
+2.7%
Fortinet Inc
FTNT
Sep 17, 2026
Analyst
-
Signal & Target
SELL
$145.00
Start Price
$171.77
Best Price (1Y)
$166.09
Current Price
$181.91
Return
-5.9%
Sunbelt Rentals Holdings Inc
SUNB
Sep 16, 2026
Analyst
Will Kirkness
Signal & Target
BUY
$97.00
Start Price
$71.89
Best Price (1Y)
$77.75
Current Price
$76.51
Return
+6.4%
Agilon Health Inc
AGL
Sep 15, 2026
Analyst
-
Signal & Target
BUY
$125.00
Start Price
$92.38
Best Price (1Y)
$96.65
Current Price
$88.45
Return
-4.3%
Linde Plc.
LIN
Sep 11, 2026
Analyst
James Hooper
Signal & Target
BUY
$563.00
Start Price
$463.92
Best Price (1Y)
$499.20
Current Price
$493.22
Return
+6.3%
Guardant Health Inc
GH
Sep 10, 2026
Analyst
Eve Burstein
Signal & Target
BUY
$210.00
Start Price
$161.25
Best Price (1Y)
$191.01
Current Price
$165.88
Return
+2.9%
Recent Upgrades / Downgrades
| Date | Stock | Action | From | To |
|---|---|---|---|---|
| Oct 09, 2026 |
Trane Technologies plc - Ordinary Shares - Class A
TT
|
Hold | Underperform | Underperform |
| Oct 09, 2026 |
AllianceBernstein Holding Lp - Unit
AB
|
Hold | Outperform | Outperform |
| Oct 09, 2026 |
PepsiCo Inc
PEP
|
Hold | Market Perform | Market Perform |
| Oct 08, 2026 |
Continental AG
CTTAY
|
Upgrade | Market Perform | Outperform |
| Oct 08, 2026 |
Taiwan Semiconductor Manufacturing - ADR
TSM
|
Hold | Outperform | Outperform |
| Oct 07, 2026 |
Delta Air Lines, Inc.
DAL
|
Hold | Outperform | Outperform |
| Oct 07, 2026 |
Howmet Aerospace Inc
HWM
|
Hold | Outperform | Outperform |
| Oct 07, 2026 |
Carrier Global Corp
CARR
|
Hold | Market Perform | Market Perform |
| Oct 07, 2026 |
Johnson Controls International plc - Registered Shares
JCI
|
Hold | Outperform | Outperform |
| Oct 07, 2026 |
Stryker Corp.
SYK
|
Hold | Market Perform | Market Perform |
| Oct 07, 2026 |
Bloom Energy Corp - Ordinary Shares - Class A
BE
|
Hold | Market Perform | Market Perform |
| Oct 06, 2026 |
Emles Trust - Emles Luxury Goods ETF
LUXE
|
Initialise | Outperform | |
| Oct 06, 2026 |
Walt Disney Co (The)
DIS
|
Hold | Outperform | Outperform |
| Oct 06, 2026 |
C.H. Robinson Worldwide, Inc.
CHRW
|
Hold | Market Perform | Market Perform |
| Oct 05, 2026 |
Linde Plc.
LIN
|
Hold | Outperform | Outperform |
| Oct 05, 2026 |
Expand Energy Corporation
EXE
|
Hold | Outperform | Outperform |
| Oct 05, 2026 |
Summit Therapeutics Inc
SMMT
|
Hold | Market Perform | Market Perform |
| Oct 03, 2026 |
Boston Scientific Corp.
BSX
|
Hold | Outperform | Outperform |
| Oct 02, 2026 |
McCormick & Co., Inc. - Ordinary Shares (Non Voting)
MKC
|
Hold | Outperform | Outperform |
| Oct 02, 2026 |
Forgent Power Solutions, Inc.
FPS
|
Initialise | Outperform | |
| Oct 02, 2026 |
Adidas AG - ADR - Level I
ADDYY
|
Hold | Outperform | Outperform |
| Oct 02, 2026 |
nVent Electric plc
NVT
|
Hold | Outperform | Outperform |
| Oct 02, 2026 |
Cigna Group (The)
CI
|
Hold | Outperform | Outperform |
| Oct 02, 2026 |
Nike, Inc. - Ordinary Shares - Class B
NKE
|
Hold | Outperform | Outperform |
| Oct 01, 2026 |
Vistra Corp
VST
|
Hold | Outperform | Outperform |
| Oct 01, 2026 |
Micron Technology Inc.
MU
|
Hold | Outperform | Outperform |
| Sep 30, 2026 |
Lumentum Holdings Inc
LITE
|
Initialise | Outperform | |
| Sep 30, 2026 |
Pinnacle Financial Partners Inc.
PNFP
|
Initialise | Outperform | |
| Sep 30, 2026 |
Uber Technologies Inc
UBER
|
Hold | Outperform | Outperform |
| Sep 30, 2026 |
Celestica, Inc. - Ordinary Shares (Subordinate Voting)
CLS
|
Initialise | Outperform | |
| Sep 30, 2026 |
Arista Networks Inc
ANET
|
Initialise | Outperform | |
| Sep 30, 2026 |
Coherent Corp
COHR
|
Initialise | Market Perform | Outperform |
| Sep 30, 2026 |
CIENA Corp.
CIEN
|
Initialise | Outperform | |
| Sep 30, 2026 |
Corning, Inc.
GLW
|
Initialise | Market Perform | |
| Sep 30, 2026 |
Boeing Co.
BA
|
Hold | Outperform | Outperform |
| Sep 30, 2026 |
Cisco Systems, Inc.
CSCO
|
Initialise | Market Perform | |
| Sep 30, 2026 |
Carnival Corp. - Ordinary Shares (Paired Stock)
CCL
|
Hold | Market Perform | Market Perform |
| Sep 29, 2026 |
Solaria Energía y Medio Ambiente, S.A.
SEYMF
|
Upgrade | Outperform | |
| Sep 29, 2026 |
Jupai Holdings Ltd - ADR
JP
|
Downgrade | Outperform | Market Perform |
| Sep 29, 2026 |
Pan Pacific International Holdings Corporation
DQJCF
|
Downgrade | Outperform | Market Perform |
| Sep 29, 2026 |
Autozone Inc.
AZO
|
Hold | Outperform | Outperform |
| Sep 29, 2026 |
SM Energy Co
SM
|
Upgrade | Outperform | Outperform |
| Sep 29, 2026 |
Merck & Co Inc
MRK
|
Hold | Market Perform | Market Perform |
| Sep 29, 2026 |
EUROFINS SCIENTIFIC ORD SHS
ERFSF
|
Downgrade | Outperform | Market Perform |
| Sep 29, 2026 |
Netflix Inc.
NFLX
|
Initialise | Outperform | Outperform |
| Sep 29, 2026 |
O`Reilly Automotive, Inc.
ORLY
|
Initialise | Market Perform | |
| Sep 29, 2026 |
Autozone Inc.
AZO
|
Initialise | Outperform | Outperform |
| Sep 28, 2026 |
Space Exploration Technologies Corp.
SPCX
|
Hold | Outperform | Outperform |
| Sep 28, 2026 |
Constellation Brands Inc - Ordinary Shares - Class A
STZ
|
Hold | Outperform | Outperform |
| Sep 28, 2026 |
Vertiv Holdings Co - Ordinary Shares - Class A
VRT
|
Hold | Outperform | Outperform |
Action
Hold
From
Underperform
To
Underperform
Action
Hold
From
Outperform
To
Outperform
PepsiCo Inc
PEP
Oct 09
Action
Hold
From
Market Perform
To
Market Perform
Continental AG
CTTAY
Oct 08
Action
Upgrade
From
Market Perform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Delta Air Lines, Inc.
DAL
Oct 07
Action
Hold
From
Outperform
To
Outperform
Howmet Aerospace Inc
HWM
Oct 07
Action
Hold
From
Outperform
To
Outperform
Carrier Global Corp
CARR
Oct 07
Action
Hold
From
Market Perform
To
Market Perform
Action
Hold
From
Outperform
To
Outperform
Stryker Corp.
SYK
Oct 07
Action
Hold
From
Market Perform
To
Market Perform
Action
Hold
From
Market Perform
To
Market Perform
Action
Initialise
From
-
To
Outperform
Walt Disney Co (The)
DIS
Oct 06
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Market Perform
To
Market Perform
Linde Plc.
LIN
Oct 05
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Summit Therapeutics Inc
SMMT
Oct 05
Action
Hold
From
Market Perform
To
Market Perform
Boston Scientific Corp.
BSX
Oct 03
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Action
Initialise
From
-
To
Outperform
Action
Hold
From
Outperform
To
Outperform
nVent Electric plc
NVT
Oct 02
Action
Hold
From
Outperform
To
Outperform
Cigna Group (The)
CI
Oct 02
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Vistra Corp
VST
Oct 01
Action
Hold
From
Outperform
To
Outperform
Micron Technology Inc.
MU
Oct 01
Action
Hold
From
Outperform
To
Outperform
Lumentum Holdings Inc
LITE
Sep 30
Action
Initialise
From
-
To
Outperform
Action
Initialise
From
-
To
Outperform
Uber Technologies Inc
UBER
Sep 30
Action
Hold
From
Outperform
To
Outperform
Action
Initialise
From
-
To
Outperform
Arista Networks Inc
ANET
Sep 30
Action
Initialise
From
-
To
Outperform
Coherent Corp
COHR
Sep 30
Action
Initialise
From
Market Perform
To
Outperform
CIENA Corp.
CIEN
Sep 30
Action
Initialise
From
-
To
Outperform
Corning, Inc.
GLW
Sep 30
Action
Initialise
From
-
To
Market Perform
Boeing Co.
BA
Sep 30
Action
Hold
From
Outperform
To
Outperform
Cisco Systems, Inc.
CSCO
Sep 30
Action
Initialise
From
-
To
Market Perform
Action
Hold
From
Market Perform
To
Market Perform
Action
Upgrade
From
-
To
Outperform
Jupai Holdings Ltd - ADR
JP
Sep 29
Action
Downgrade
From
Outperform
To
Market Perform
Action
Downgrade
From
Outperform
To
Market Perform
Autozone Inc.
AZO
Sep 29
Action
Hold
From
Outperform
To
Outperform
SM Energy Co
SM
Sep 29
Action
Upgrade
From
Outperform
To
Outperform
Merck & Co Inc
MRK
Sep 29
Action
Hold
From
Market Perform
To
Market Perform
Action
Downgrade
From
Outperform
To
Market Perform
Netflix Inc.
NFLX
Sep 29
Action
Initialise
From
Outperform
To
Outperform
Action
Initialise
From
-
To
Market Perform
Autozone Inc.
AZO
Sep 29
Action
Initialise
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform