BMO Capital Score: 38
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.
+9.6%
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%
1180 W / 1036 L
Target Met
How often was the target reached?
Hits vs. Total.
Hits vs. Total.
76%
1107 W / 344 L
Precision Hit
How often precise (±3%)?
Hits vs. Total.
Hits vs. Total.
17%
248 W / 1203 L
Bullseye Hit
How often perfect (±1%)?
Hits vs. Total.
Hits vs. Total.
6%
89 W / 1362 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.
51%
417 W / 394 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).
54%
1072 W / 927 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).
50%
108 W / 109 L
Latest Price Targets
| Date | Stock | Signal | Analyst | Target | Start Price | Best Price (1Y) | Current Price |
|---|---|---|---|---|---|---|---|
| Jul 21, 2026 |
Acadia Pharmaceuticals Inc
ACAD
|
BUY | - |
$36.00
Est. +42%
|
$25.27 | $25.62 |
$24.96
-1.2%
|
| Jul 21, 2026 |
Unitedhealth Group Inc
UNH
|
BUY | - |
$512.00
Est. +19%
|
$430.92 | $438.05 |
$431.31
+0.1%
|
| Jul 21, 2026 |
Dominos Pizza Inc
DPZ
|
BUY | Andrew Strelzik |
$420.00
Est. +26%
|
$333.67 | $331.64 |
$319.85
-4.1%
|
| Jul 21, 2026 |
Travelers Companies Inc.
TRV
|
BUY | - |
$379.00
Est. +3%
|
$368.50 | $374.00 |
$372.08
+1.0%
|
| Jul 20, 2026 |
CMS Energy Corporation
CMS
|
BUY | James Thalacker |
$86.00
Est. +17%
|
$73.65 | $74.02 |
$73.98
+0.4%
|
| Jul 20, 2026 |
NewAmsterdam Pharma Company NV
NAMS
|
BUY | - |
$58.00
Est. +95%
|
$29.67 | $32.63 |
$31.70
+6.8%
|
| Jul 20, 2026 |
LB Pharmaceuticals Inc Common Stock
LBRX
|
BUY | - |
$46.00
Est. +49%
|
$30.90 | $36.60 |
$35.84
+16.0%
|
| Jul 20, 2026 |
Monster Beverage Corp.
MNST
|
SELL | Andrew Strelzik |
$95.00
Est. +3%
|
$97.50 | $94.41 (Low) |
$95.67
+1.9%
|
| Jul 20, 2026 |
Crane Co
CR
|
BUY | Daniel DiCicco |
$253.00
Est. +16%
|
$217.49 | $220.76 |
$219.85
+1.1%
|
| Jul 20, 2026 |
Trevi Therapeutics Inc
TRVI
|
BUY | - |
$36.00
Est. +115%
|
$16.77 | $18.06 |
$17.36
+3.5%
|
| Jul 20, 2026 |
Charles Schwab Corp.
SCHW
|
BUY | - |
$105.00
Est. +3%
|
$101.56 | $101.34 |
$100.80
-0.7%
|
| Jul 20, 2026 |
Duke Energy Corp.
DUK
|
BUY | - |
$134.00
Est. +7%
|
$125.01 | $127.98 |
$127.95
+2.4%
|
| Jul 20, 2026 |
Insmed Inc
INSM
|
BUY | Conor MacKay |
$192.00
Est. +79%
|
$107.02 | $109.99 |
$106.64
-0.4%
|
| Jul 20, 2026 |
Axsome Therapeutics Inc
AXSM
|
BUY | Malcolm Hoffman |
$310.00
Est. +40%
|
$221.64 | $240.72 |
$239.62
+8.1%
|
| Jul 20, 2026 |
MapLight Therapeutics, Inc.
MPLT
|
BUY | - |
$46.00
Est. +28%
|
$35.99 | $38.24 |
$35.31
-1.9%
|
| Jul 20, 2026 |
Netstreit Corp
NTST
|
BUY | - |
$25.00
Est. +12%
|
$22.26 | $22.11 |
$21.59
-3.0%
|
| Jul 17, 2026 |
ManpowerGroup
MAN
|
BUY | - |
$63.00
Est. +22%
|
$51.65 | $55.62 |
$51.66
+0.0%
|
| Jul 17, 2026 |
Alphabet Inc - Ordinary Shares - Class A
GOOGL
|
BUY | - |
$455.00
Est. +28%
|
$354.46 | $349.94 |
$342.09
-3.5%
|
| Jul 16, 2026 |
Amcor Plc
AMCR
|
BUY | - |
$47.00
Est. +5%
|
$44.84 | $45.05 |
$43.21
-3.6%
|
| Jul 16, 2026 |
Progressive Corp.
PGR
|
SELL | - |
$205.00
Est. +0%
|
$205.22 | $203.10 (Low) |
$204.54
+0.3%
|
| Jul 16, 2026 |
Silgan Holdings Inc.
SLGN
|
BUY | Ketan Mamtora |
$57.00
Est. +20%
|
$47.40 | $48.30 |
$45.53
-3.9%
|
| Jul 15, 2026 |
Centerpoint Energy Inc.
CNP
|
BUY | - |
$48.00
Est. +11%
|
$43.13 | $44.28 |
$43.68
+1.3%
|
| Jul 15, 2026 |
Visa Inc - Ordinary Shares - Class A
V
|
BUY | - |
$387.00
Est. +8%
|
$356.84 | $366.28 |
$353.42
-1.0%
|
| Jul 15, 2026 |
Alliant Energy Corp.
LNT
|
BUY | - |
$83.00
Est. +9%
|
$75.98 | $77.11 |
$74.02
-2.6%
|
| Jul 15, 2026 |
Phoenix Education Partners, Inc
PXED
|
BUY | Jeffrey Silber |
$36.00
Est. +14%
|
$31.62 | $32.90 |
$28.72
-9.2%
|
| Jul 14, 2026 |
Sibanye Stillwater Limited - ADR
SBSW
|
BUY | - |
$12.00
Est. +38%
|
$8.71 | $8.94 |
$8.77
+0.7%
|
| Jul 13, 2026 |
Incyte Corp.
INCY
|
SELL | - |
$112.00
Est. +3%
|
$115.04 | $110.91 (Low) |
$115.79
-0.7%
|
| Jul 13, 2026 |
KKR & Co. Inc
KKR
|
BUY | Brennan Hawken |
$112.00
Est. +16%
|
$96.80 | $104.17 |
$95.53
-1.3%
|
| Jul 13, 2026 |
TPG Inc - Ordinary Shares - Class A
TPG
|
BUY | - |
$50.00
Est. +18%
|
$42.27 | $45.95 |
$41.76
-1.2%
|
| Jul 13, 2026 |
Merck & Co Inc
MRK
|
BUY | - |
$142.00
Est. +14%
|
$124.08 | $131.74 |
$127.52
+2.8%
|
| Jul 13, 2026 |
C.H. Robinson Worldwide, Inc.
CHRW
|
SELL | - |
$190.00
Est. +3%
|
$196.50 | $193.86 (Low) |
$207.35
-5.5%
|
| Jul 13, 2026 |
Hamilton Lane Inc - Ordinary Shares - Class A
HLNE
|
BUY | - |
$94.00
Est. +16%
|
$80.98 | $87.90 |
$81.14
+0.2%
|
| Jul 13, 2026 |
Ares Management Corp - Ordinary Shares - Class A
ARES
|
BUY | - |
$128.00
Est. +5%
|
$122.07 | $127.89 |
$119.57
-2.0%
|
| Jul 13, 2026 |
StepStone Group Inc - Ordinary Shares - Class A
STEP
|
BUY | - |
$50.00
Est. +17%
|
$42.72 | $46.56 |
$41.11
-3.8%
|
| Jul 13, 2026 |
RXO Inc
RXO
|
BUY | Fadi Chamoun |
$35.00
Est. +29%
|
$27.09 | $29.90 |
$28.70
+5.9%
|
| Jul 13, 2026 |
Abbvie Inc
ABBV
|
BUY | - |
$300.00
Est. +22%
|
$246.69 | $260.88 |
$253.30
+2.7%
|
| Jul 13, 2026 |
DTE Energy Co.
DTE
|
BUY | - |
$152.00
Est. +0%
|
$151.41 | $151.92 |
$148.55
-1.9%
|
| Jul 13, 2026 |
Carlyle Group Inc (The)
CG
|
BUY | Brennan Hawken |
$52.00
Est. +17%
|
$44.48 | $48.02 |
$44.08
-0.9%
|
| Jul 13, 2026 |
Neurocrine Biosciences, Inc.
NBIX
|
SELL | - |
$170.00
Est. +2%
|
$173.89 | $169.01 (Low) |
$172.69
+0.7%
|
| Jul 10, 2026 |
Roper Technologies Inc
ROP
|
BUY | Daniel Jester |
$393.00
Est. +10%
|
$355.94 | $369.07 |
$336.71
-5.4%
|
| Jul 10, 2026 |
Broadstone Net Lease Inc
BNL
|
BUY | - |
$26.00
Est. +19%
|
$21.87 | $23.10 |
$22.69
+3.7%
|
| Jul 08, 2026 |
Stryker Corp.
SYK
|
BUY | - |
$369.00
Est. +13%
|
$326.85 | $336.15 |
$309.24
-5.4%
|
| Jul 08, 2026 |
Zimmer Biomet Holdings Inc
ZBH
|
BUY | - |
$95.00
Est. +8%
|
$87.56 | $95.48 |
$88.68
+1.3%
|
| Jul 08, 2026 |
Intuitive Surgical Inc
ISRG
|
BUY | - |
$518.00
Est. +25%
|
$415.10 | $428.47 |
$340.69
-17.9%
|
| Jul 08, 2026 |
GE HealthCare Technologies Inc
GEHC
|
BUY | - |
$70.00
Est. +8%
|
$64.68 | $66.05 |
$61.41
-5.1%
|
| Jul 08, 2026 |
Solventum Corp
SOLV
|
BUY | - |
$81.00
Est. +8%
|
$75.18 | $81.92 |
$77.64
+3.3%
|
| Jul 08, 2026 |
Align Technology, Inc.
ALGN
|
BUY | Vik Chopra |
$209.00
Est. +20%
|
$174.68 | $185.07 |
$172.46
-1.3%
|
| Jul 08, 2026 |
Henry Schein Inc.
HSIC
|
BUY | Vik Chopra |
$85.00
Est. +2%
|
$83.22 | $89.34 |
$84.81
+1.9%
|
| Jul 08, 2026 |
Integra Lifesciences Holdings Corp
IART
|
BUY | - |
$19.00
Est. +10%
|
$17.30 | $20.26 |
$18.82
+8.8%
|
| Jul 08, 2026 |
Globus Medical Inc - Ordinary Shares - Class A
GMED
|
BUY | - |
$94.00
Est. +23%
|
$76.20 | $81.73 |
$75.50
-0.9%
|
Acadia Pharmaceuticals Inc
ACAD
Jul 21, 2026
Analyst
-
Signal & Target
BUY
$36.00
Start Price
$25.27
Best Price (1Y)
$25.62
Current Price
$24.96
Return
-1.2%
Unitedhealth Group Inc
UNH
Jul 21, 2026
Analyst
-
Signal & Target
BUY
$512.00
Start Price
$430.92
Best Price (1Y)
$438.05
Current Price
$431.31
Return
+0.1%
Dominos Pizza Inc
DPZ
Jul 21, 2026
Analyst
Andrew Strelzik
Signal & Target
BUY
$420.00
Start Price
$333.67
Best Price (1Y)
$331.64
Current Price
$319.85
Return
-4.1%
Travelers Companies Inc.
TRV
Jul 21, 2026
Analyst
-
Signal & Target
BUY
$379.00
Start Price
$368.50
Best Price (1Y)
$374.00
Current Price
$372.08
Return
+1.0%
CMS Energy Corporation
CMS
Jul 20, 2026
Analyst
James Thalacker
Signal & Target
BUY
$86.00
Start Price
$73.65
Best Price (1Y)
$74.02
Current Price
$73.98
Return
+0.4%
NewAmsterdam Pharma Company NV
NAMS
Jul 20, 2026
Analyst
-
Signal & Target
BUY
$58.00
Start Price
$29.67
Best Price (1Y)
$32.63
Current Price
$31.70
Return
+6.8%
LB Pharmaceuticals Inc Common Stock
LBRX
Jul 20, 2026
Analyst
-
Signal & Target
BUY
$46.00
Start Price
$30.90
Best Price (1Y)
$36.60
Current Price
$35.84
Return
+16.0%
Monster Beverage Corp.
MNST
Jul 20, 2026
Analyst
Andrew Strelzik
Signal & Target
SELL
$95.00
Start Price
$97.50
Best Price (1Y)
$94.41
Current Price
$95.67
Return
+1.9%
Crane Co
CR
Jul 20, 2026
Analyst
Daniel DiCicco
Signal & Target
BUY
$253.00
Start Price
$217.49
Best Price (1Y)
$220.76
Current Price
$219.85
Return
+1.1%
Trevi Therapeutics Inc
TRVI
Jul 20, 2026
Analyst
-
Signal & Target
BUY
$36.00
Start Price
$16.77
Best Price (1Y)
$18.06
Current Price
$17.36
Return
+3.5%
Charles Schwab Corp.
SCHW
Jul 20, 2026
Analyst
-
Signal & Target
BUY
$105.00
Start Price
$101.56
Best Price (1Y)
$101.34
Current Price
$100.80
Return
-0.7%
Duke Energy Corp.
DUK
Jul 20, 2026
Analyst
-
Signal & Target
BUY
$134.00
Start Price
$125.01
Best Price (1Y)
$127.98
Current Price
$127.95
Return
+2.4%
Insmed Inc
INSM
Jul 20, 2026
Analyst
Conor MacKay
Signal & Target
BUY
$192.00
Start Price
$107.02
Best Price (1Y)
$109.99
Current Price
$106.64
Return
-0.4%
Axsome Therapeutics Inc
AXSM
Jul 20, 2026
Analyst
Malcolm Hoffman
Signal & Target
BUY
$310.00
Start Price
$221.64
Best Price (1Y)
$240.72
Current Price
$239.62
Return
+8.1%
MapLight Therapeutics, Inc.
MPLT
Jul 20, 2026
Analyst
-
Signal & Target
BUY
$46.00
Start Price
$35.99
Best Price (1Y)
$38.24
Current Price
$35.31
Return
-1.9%
Netstreit Corp
NTST
Jul 20, 2026
Analyst
-
Signal & Target
BUY
$25.00
Start Price
$22.26
Best Price (1Y)
$22.11
Current Price
$21.59
Return
-3.0%
ManpowerGroup
MAN
Jul 17, 2026
Analyst
-
Signal & Target
BUY
$63.00
Start Price
$51.65
Best Price (1Y)
$55.62
Current Price
$51.66
Return
+0.0%
Alphabet Inc - Ordinary Shares - Class A
GOOGL
Jul 17, 2026
Analyst
-
Signal & Target
BUY
$455.00
Start Price
$354.46
Best Price (1Y)
$349.94
Current Price
$342.09
Return
-3.5%
Amcor Plc
AMCR
Jul 16, 2026
Analyst
-
Signal & Target
BUY
$47.00
Start Price
$44.84
Best Price (1Y)
$45.05
Current Price
$43.21
Return
-3.6%
Progressive Corp.
PGR
Jul 16, 2026
Analyst
-
Signal & Target
SELL
$205.00
Start Price
$205.22
Best Price (1Y)
$203.10
Current Price
$204.54
Return
+0.3%
Silgan Holdings Inc.
SLGN
Jul 16, 2026
Analyst
Ketan Mamtora
Signal & Target
BUY
$57.00
Start Price
$47.40
Best Price (1Y)
$48.30
Current Price
$45.53
Return
-3.9%
Centerpoint Energy Inc.
CNP
Jul 15, 2026
Analyst
-
Signal & Target
BUY
$48.00
Start Price
$43.13
Best Price (1Y)
$44.28
Current Price
$43.68
Return
+1.3%
Visa Inc - Ordinary Shares - Class A
V
Jul 15, 2026
Analyst
-
Signal & Target
BUY
$387.00
Start Price
$356.84
Best Price (1Y)
$366.28
Current Price
$353.42
Return
-1.0%
Alliant Energy Corp.
LNT
Jul 15, 2026
Analyst
-
Signal & Target
BUY
$83.00
Start Price
$75.98
Best Price (1Y)
$77.11
Current Price
$74.02
Return
-2.6%
Phoenix Education Partners, Inc
PXED
Jul 15, 2026
Analyst
Jeffrey Silber
Signal & Target
BUY
$36.00
Start Price
$31.62
Best Price (1Y)
$32.90
Current Price
$28.72
Return
-9.2%
Sibanye Stillwater Limited - ADR
SBSW
Jul 14, 2026
Analyst
-
Signal & Target
BUY
$12.00
Start Price
$8.71
Best Price (1Y)
$8.94
Current Price
$8.77
Return
+0.7%
Incyte Corp.
INCY
Jul 13, 2026
Analyst
-
Signal & Target
SELL
$112.00
Start Price
$115.04
Best Price (1Y)
$110.91
Current Price
$115.79
Return
-0.7%
KKR & Co. Inc
KKR
Jul 13, 2026
Analyst
Brennan Hawken
Signal & Target
BUY
$112.00
Start Price
$96.80
Best Price (1Y)
$104.17
Current Price
$95.53
Return
-1.3%
TPG Inc - Ordinary Shares - Class A
TPG
Jul 13, 2026
Analyst
-
Signal & Target
BUY
$50.00
Start Price
$42.27
Best Price (1Y)
$45.95
Current Price
$41.76
Return
-1.2%
Merck & Co Inc
MRK
Jul 13, 2026
Analyst
-
Signal & Target
BUY
$142.00
Start Price
$124.08
Best Price (1Y)
$131.74
Current Price
$127.52
Return
+2.8%
C.H. Robinson Worldwide, Inc.
CHRW
Jul 13, 2026
Analyst
-
Signal & Target
SELL
$190.00
Start Price
$196.50
Best Price (1Y)
$193.86
Current Price
$207.35
Return
-5.5%
Hamilton Lane Inc - Ordinary Shares - Class A
HLNE
Jul 13, 2026
Analyst
-
Signal & Target
BUY
$94.00
Start Price
$80.98
Best Price (1Y)
$87.90
Current Price
$81.14
Return
+0.2%
Analyst
-
Signal & Target
BUY
$128.00
Start Price
$122.07
Best Price (1Y)
$127.89
Current Price
$119.57
Return
-2.0%
StepStone Group Inc - Ordinary Shares - Class A
STEP
Jul 13, 2026
Analyst
-
Signal & Target
BUY
$50.00
Start Price
$42.72
Best Price (1Y)
$46.56
Current Price
$41.11
Return
-3.8%
RXO Inc
RXO
Jul 13, 2026
Analyst
Fadi Chamoun
Signal & Target
BUY
$35.00
Start Price
$27.09
Best Price (1Y)
$29.90
Current Price
$28.70
Return
+5.9%
Abbvie Inc
ABBV
Jul 13, 2026
Analyst
-
Signal & Target
BUY
$300.00
Start Price
$246.69
Best Price (1Y)
$260.88
Current Price
$253.30
Return
+2.7%
DTE Energy Co.
DTE
Jul 13, 2026
Analyst
-
Signal & Target
BUY
$152.00
Start Price
$151.41
Best Price (1Y)
$151.92
Current Price
$148.55
Return
-1.9%
Carlyle Group Inc (The)
CG
Jul 13, 2026
Analyst
Brennan Hawken
Signal & Target
BUY
$52.00
Start Price
$44.48
Best Price (1Y)
$48.02
Current Price
$44.08
Return
-0.9%
Neurocrine Biosciences, Inc.
NBIX
Jul 13, 2026
Analyst
-
Signal & Target
SELL
$170.00
Start Price
$173.89
Best Price (1Y)
$169.01
Current Price
$172.69
Return
+0.7%
Roper Technologies Inc
ROP
Jul 10, 2026
Analyst
Daniel Jester
Signal & Target
BUY
$393.00
Start Price
$355.94
Best Price (1Y)
$369.07
Current Price
$336.71
Return
-5.4%
Broadstone Net Lease Inc
BNL
Jul 10, 2026
Analyst
-
Signal & Target
BUY
$26.00
Start Price
$21.87
Best Price (1Y)
$23.10
Current Price
$22.69
Return
+3.7%
Stryker Corp.
SYK
Jul 08, 2026
Analyst
-
Signal & Target
BUY
$369.00
Start Price
$326.85
Best Price (1Y)
$336.15
Current Price
$309.24
Return
-5.4%
Zimmer Biomet Holdings Inc
ZBH
Jul 08, 2026
Analyst
-
Signal & Target
BUY
$95.00
Start Price
$87.56
Best Price (1Y)
$95.48
Current Price
$88.68
Return
+1.3%
Intuitive Surgical Inc
ISRG
Jul 08, 2026
Analyst
-
Signal & Target
BUY
$518.00
Start Price
$415.10
Best Price (1Y)
$428.47
Current Price
$340.69
Return
-17.9%
GE HealthCare Technologies Inc
GEHC
Jul 08, 2026
Analyst
-
Signal & Target
BUY
$70.00
Start Price
$64.68
Best Price (1Y)
$66.05
Current Price
$61.41
Return
-5.1%
Solventum Corp
SOLV
Jul 08, 2026
Analyst
-
Signal & Target
BUY
$81.00
Start Price
$75.18
Best Price (1Y)
$81.92
Current Price
$77.64
Return
+3.3%
Align Technology, Inc.
ALGN
Jul 08, 2026
Analyst
Vik Chopra
Signal & Target
BUY
$209.00
Start Price
$174.68
Best Price (1Y)
$185.07
Current Price
$172.46
Return
-1.3%
Henry Schein Inc.
HSIC
Jul 08, 2026
Analyst
Vik Chopra
Signal & Target
BUY
$85.00
Start Price
$83.22
Best Price (1Y)
$89.34
Current Price
$84.81
Return
+1.9%
Integra Lifesciences Holdings Corp
IART
Jul 08, 2026
Analyst
-
Signal & Target
BUY
$19.00
Start Price
$17.30
Best Price (1Y)
$20.26
Current Price
$18.82
Return
+8.8%
Globus Medical Inc - Ordinary Shares - Class A
GMED
Jul 08, 2026
Analyst
-
Signal & Target
BUY
$94.00
Start Price
$76.20
Best Price (1Y)
$81.73
Current Price
$75.50
Return
-0.9%
Recent Upgrades / Downgrades
| Date | Stock | Action | From | To |
|---|---|---|---|---|
| Jul 21, 2026 |
Five Below Inc
FIVE
|
Initialise | Outperform | |
| Jul 21, 2026 |
Dominos Pizza Inc
DPZ
|
Hold | Outperform | Outperform |
| Jul 21, 2026 |
Acadia Pharmaceuticals Inc
ACAD
|
Hold | Outperform | Outperform |
| Jul 21, 2026 |
Travelers Companies Inc.
TRV
|
Downgrade | Outperform | Market Perform |
| Jul 20, 2026 |
DBX ETF Trust - Xtrackers MSCI All China Equity ETF
CN
|
Upgrade | Outperform | Outperform |
| Jul 20, 2026 |
DBX ETF Trust - Xtrackers MSCI All China Equity ETF
CN
|
Downgrade | Outperform | Market Perform |
| Jul 20, 2026 |
Axsome Therapeutics Inc
AXSM
|
Initialise | Outperform | |
| Jul 20, 2026 |
MapLight Therapeutics, Inc.
MPLT
|
Initialise | Outperform | |
| Jul 20, 2026 |
NewAmsterdam Pharma Company NV
NAMS
|
Initialise | Outperform | |
| Jul 20, 2026 |
Netstreit Corp
NTST
|
Hold | Outperform | Outperform |
| Jul 20, 2026 |
Trevi Therapeutics Inc
TRVI
|
Initialise | Outperform | |
| Jul 20, 2026 |
Bank of Montreal
BMO
|
Initialise | Outperform | Market Perform |
| Jul 20, 2026 |
NextEra Energy Inc
NEE
|
Hold | Outperform | Outperform |
| Jul 20, 2026 |
Intuitive Surgical Inc
ISRG
|
Hold | Outperform | Outperform |
| Jul 20, 2026 |
Monster Beverage Corp.
MNST
|
Hold | Market Perform | Market Perform |
| Jul 20, 2026 |
Charles Schwab Corp.
SCHW
|
Downgrade | Market Perform | |
| Jul 20, 2026 |
LB Pharmaceuticals Inc Common Stock
LBRX
|
Initialise | Outperform | |
| Jul 20, 2026 |
Insmed Inc
INSM
|
Initialise | Outperform | |
| Jul 20, 2026 |
CMS Energy Corporation
CMS
|
Hold | Outperform | Outperform |
| Jul 20, 2026 |
Crane Co
CR
|
Initialise | Outperform | |
| Jul 20, 2026 |
Netflix Inc.
NFLX
|
Downgrade | Outperform | Market Perform |
| Jul 17, 2026 |
Alphabet Inc - Ordinary Shares - Class A
GOOGL
|
Hold | Outperform | Outperform |
| Jul 17, 2026 |
ManpowerGroup
MAN
|
Hold | Outperform | Outperform |
| Jul 17, 2026 |
Alcoa Corp
AA
|
Hold | Market Perform | Market Perform |
| Jul 17, 2026 |
Morgan Stanley
MS
|
Hold | Outperform | Outperform |
| Jul 17, 2026 |
NiSource Inc
NI
|
Hold | Outperform | Outperform |
| Jul 16, 2026 |
J.B. Hunt Transport Services, Inc.
JBHT
|
Hold | Outperform | Outperform |
| Jul 16, 2026 |
Amcor Plc
AMCR
|
Initialise | Market Perform | |
| Jul 16, 2026 |
Silgan Holdings Inc.
SLGN
|
Initialise | Market Perform | Outperform |
| Jul 16, 2026 |
Crown Holdings, Inc.
CCK
|
Initialise | Outperform | Outperform |
| Jul 15, 2026 |
Visa Inc - Ordinary Shares - Class A
V
|
Hold | Outperform | Outperform |
| Jul 15, 2026 |
Phoenix Education Partners, Inc
PXED
|
Hold | Outperform | Outperform |
| Jul 15, 2026 |
Centerpoint Energy Inc.
CNP
|
Hold | Outperform | Outperform |
| Jul 15, 2026 |
Alliant Energy Corp.
LNT
|
Hold | Outperform | Outperform |
| Jul 15, 2026 |
Goldman Sachs Group, Inc.
GS
|
Hold | Market Perform | Market Perform |
| Jul 14, 2026 |
C.H. Robinson Worldwide, Inc.
CHRW
|
Hold | Market Perform | Market Perform |
| Jul 14, 2026 |
Fuelcell Energy Inc
FCEL
|
Initialise | Outperform | |
| Jul 13, 2026 |
Merck & Co Inc
MRK
|
Hold | Outperform | Outperform |
| Jul 13, 2026 |
RXO Inc
RXO
|
Initialise | Outperform | Outperform |
| Jul 13, 2026 |
Neurocrine Biosciences, Inc.
NBIX
|
Hold | Market Perform | Market Perform |
| Jul 13, 2026 |
DTE Energy Co.
DTE
|
Hold | Market Perform | Market Perform |
| Jul 13, 2026 |
Apollo Global Management Inc - Ordinary Shares - Class A (New)
APO
|
Hold | Market Perform | Market Perform |
| Jul 13, 2026 |
Abbvie Inc
ABBV
|
Hold | Outperform | Outperform |
| Jul 13, 2026 |
KKR & Co. Inc
KKR
|
Hold | Outperform | Outperform |
| Jul 13, 2026 |
Carlyle Group Inc (The)
CG
|
Hold | Outperform | Outperform |
| Jul 13, 2026 |
Ares Management Corp - Ordinary Shares - Class A
ARES
|
Hold | Market Perform | Market Perform |
| Jul 13, 2026 |
Incyte Corp.
INCY
|
Hold | Market Perform | Market Perform |
| Jul 10, 2026 |
Shopify Inc - Ordinary Shares - Class A
SHOP
|
Initialise | Outperform | Market Perform |
| Jul 10, 2026 |
Roper Technologies Inc
ROP
|
Initialise | Market Perform | |
| Jul 10, 2026 |
Rubrik Inc. - Ordinary Shares - Class A
RBRK
|
Hold | Outperform | Outperform |
Five Below Inc
FIVE
Jul 21
Action
Initialise
From
-
To
Outperform
Dominos Pizza Inc
DPZ
Jul 21
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Travelers Companies Inc.
TRV
Jul 21
Action
Downgrade
From
Outperform
To
Market Perform
Action
Upgrade
From
Outperform
To
Outperform
Action
Downgrade
From
Outperform
To
Market Perform
Axsome Therapeutics Inc
AXSM
Jul 20
Action
Initialise
From
-
To
Outperform
Action
Initialise
From
-
To
Outperform
Action
Initialise
From
-
To
Outperform
Netstreit Corp
NTST
Jul 20
Action
Hold
From
Outperform
To
Outperform
Trevi Therapeutics Inc
TRVI
Jul 20
Action
Initialise
From
-
To
Outperform
Bank of Montreal
BMO
Jul 20
Action
Initialise
From
Outperform
To
Market Perform
NextEra Energy Inc
NEE
Jul 20
Action
Hold
From
Outperform
To
Outperform
Intuitive Surgical Inc
ISRG
Jul 20
Action
Hold
From
Outperform
To
Outperform
Monster Beverage Corp.
MNST
Jul 20
Action
Hold
From
Market Perform
To
Market Perform
Charles Schwab Corp.
SCHW
Jul 20
Action
Downgrade
From
-
To
Market Perform
Action
Initialise
From
-
To
Outperform
Insmed Inc
INSM
Jul 20
Action
Initialise
From
-
To
Outperform
CMS Energy Corporation
CMS
Jul 20
Action
Hold
From
Outperform
To
Outperform
Crane Co
CR
Jul 20
Action
Initialise
From
-
To
Outperform
Netflix Inc.
NFLX
Jul 20
Action
Downgrade
From
Outperform
To
Market Perform
Action
Hold
From
Outperform
To
Outperform
ManpowerGroup
MAN
Jul 17
Action
Hold
From
Outperform
To
Outperform
Alcoa Corp
AA
Jul 17
Action
Hold
From
Market Perform
To
Market Perform
Morgan Stanley
MS
Jul 17
Action
Hold
From
Outperform
To
Outperform
NiSource Inc
NI
Jul 17
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Amcor Plc
AMCR
Jul 16
Action
Initialise
From
-
To
Market Perform
Silgan Holdings Inc.
SLGN
Jul 16
Action
Initialise
From
Market Perform
To
Outperform
Crown Holdings, Inc.
CCK
Jul 16
Action
Initialise
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Centerpoint Energy Inc.
CNP
Jul 15
Action
Hold
From
Outperform
To
Outperform
Alliant Energy Corp.
LNT
Jul 15
Action
Hold
From
Outperform
To
Outperform
Goldman Sachs Group, Inc.
GS
Jul 15
Action
Hold
From
Market Perform
To
Market Perform
Action
Hold
From
Market Perform
To
Market Perform
Fuelcell Energy Inc
FCEL
Jul 14
Action
Initialise
From
-
To
Outperform
Merck & Co Inc
MRK
Jul 13
Action
Hold
From
Outperform
To
Outperform
RXO Inc
RXO
Jul 13
Action
Initialise
From
Outperform
To
Outperform
Action
Hold
From
Market Perform
To
Market Perform
DTE Energy Co.
DTE
Jul 13
Action
Hold
From
Market Perform
To
Market Perform
Action
Hold
From
Market Perform
To
Market Perform
Abbvie Inc
ABBV
Jul 13
Action
Hold
From
Outperform
To
Outperform
KKR & Co. Inc
KKR
Jul 13
Action
Hold
From
Outperform
To
Outperform
Carlyle Group Inc (The)
CG
Jul 13
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Market Perform
To
Market Perform
Incyte Corp.
INCY
Jul 13
Action
Hold
From
Market Perform
To
Market Perform
Action
Initialise
From
Outperform
To
Market Perform
Roper Technologies Inc
ROP
Jul 10
Action
Initialise
From
-
To
Market Perform
Action
Hold
From
Outperform
To
Outperform