Compass Point Score: 35
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.
+0.4%
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 📉
41%
100 W / 143 L
Target Met
How often was the target reached?
Hits vs. Total.
Hits vs. Total.
78%
101 W / 29 L
Precision Hit
How often precise (±3%)?
Hits vs. Total.
Hits vs. Total.
16%
21 W / 109 L
Bullseye Hit
How often perfect (±1%)?
Hits vs. Total.
Hits vs. Total.
7%
9 W / 121 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.
36%
41 W / 73 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).
38%
79 W / 131 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).
64%
21 W / 12 L
Latest Price Targets
| Date | Stock | Signal | Analyst | Target | Start Price | Best Price (1Y) | Current Price |
|---|---|---|---|---|---|---|---|
| Oct 27, 2026 |
UWM Holdings Corporation - Ordinary Shares - Class A
UWMC
|
BUY | - |
$1.50
Est. +6%
|
$1.41 | $1.92 |
$1.68
+19.1%
|
| Oct 16, 2026 |
ChronoScale Corporation
CHRN
|
BUY | - |
$25.00
Est. +56%
|
$16.05 | $17.99 |
$12.05
-24.9%
|
| Oct 16, 2026 |
QumulusAI, Inc. Common Stock
QMLS
|
BUY | - |
$9.00
Est. +121%
|
$4.08 | $4.32 |
$3.34
-18.1%
|
| Oct 14, 2026 |
The Real Brokerage Inc.
REAX
|
BUY | - |
$40.00
Est. +185%
|
$14.04 | $17.35 |
$16.99
+21.0%
|
| Oct 14, 2026 |
Compass Inc - Ordinary Shares - Class A
COMP
|
BUY | Douglas Elliman |
$11.00
Est. +25%
|
$8.81 | $10.28 |
$10.04
+13.9%
|
| Oct 13, 2026 |
Compass Diversified Holdings
CODI
|
BUY | Michael Legg |
$17.00
Est. +58%
|
$10.78 | $12.54 |
$12.31
+14.2%
|
| Oct 09, 2026 |
Coinbase Global Inc - Ordinary Shares - Class A
COIN
|
BUY | Ed Engel |
$187.00
Est. +9%
|
$172.00 | $185.49 |
$151.61
-11.9%
|
| Oct 08, 2026 |
Saratoga Investment Corp
SAR
|
BUY | Casey Alexander |
$18.00
Est. +19%
|
$15.08 | $15.48 |
$13.92
-7.7%
|
| Oct 05, 2026 |
Compass Group PLC
CMPGY
|
SELL | Rob Simone |
$20.00
Est. +32%
|
$29.54 | $30.34 (Low) |
$34.66
-17.3%
|
| Sep 30, 2026 |
Compass Group PLC
CMPGY
|
SELL | Ed Engel |
$12.00
Est. +60%
|
$29.66 | $30.34 (Low) |
$34.66
-16.9%
|
| Sep 23, 2026 |
FS Specialty Lending Fund
FSSL
|
BUY | - |
$15.75
Est. +35%
|
$11.70 | $11.88 |
$11.71
+0.1%
|
| Sep 16, 2026 |
JanOne Inc
JAN
|
BUY | - |
$37.00
Est. +17%
|
$31.59 | $31.74 |
$30.06
-4.8%
|
| Sep 14, 2026 |
Compass Group PLC
CMPGY
|
BUY | Ed Engel |
$51.00
Est. +65%
|
$30.89 | $34.81 |
$34.66
+12.2%
|
| Sep 14, 2026 |
Coinbase Global Inc - Ordinary Shares - Class A
COIN
|
BUY | Ed Engel |
$177.00
Est. +1%
|
$175.26 | $208.33 |
$151.61
-13.5%
|
| Sep 14, 2026 |
Bullish
BLSH
|
BUY | Ed Engel |
$51.00
Est. +45%
|
$35.12 | $41.46 |
$23.13
-34.1%
|
| Sep 14, 2026 |
Hyperliquid Strategies Inc Common Stock
PURR
|
BUY | - |
$18.00
Est. +52%
|
$11.85 | $14.76 |
$9.69
-18.2%
|
| Sep 10, 2026 |
Compass Group PLC
CMPGY
|
BUY | Jaafar Mestari |
$36.00
Est. +18%
|
$30.46 | $34.81 |
$34.66
+13.8%
|
| Sep 09, 2026 |
Compass Group PLC
CMPGY
|
BUY | Giuliano Bologna |
$42.00
Est. +38%
|
$30.37 | $34.81 |
$34.66
+14.1%
|
| Sep 09, 2026 |
Centerspace
CSR
|
BUY | - |
$80.00
Est. +39%
|
$57.36 | $60.10 |
$59.58
+3.9%
|
| Aug 31, 2026 |
MidCap Financial Investment Corporation
MFIC
|
BUY | Jason Stewart |
$11.75
Est. +20%
|
$9.77 | $10.42 |
$10.33
+5.7%
|
| Aug 28, 2026 |
Iris Energy Ltd
IREN
|
BUY | Michael Donovan |
$85.00
Est. +128%
|
$37.23 | $49.37 |
$21.71
-41.7%
|
| Aug 27, 2026 |
Horizon Technology Finance Corp
HRZN
|
BUY | - |
$5.50
Est. +15%
|
$4.79 | $5.00 |
$4.03
-15.9%
|
| Aug 18, 2026 |
Gorilla Technology Group Inc
GRRR
|
BUY | - |
$44.00
Est. +194%
|
$14.95 | $16.36 |
$7.70
-48.5%
|
| Aug 14, 2026 |
Compass Group PLC
CMPGY
|
SELL | Ed Engel |
$30.00
Est. +8%
|
$32.70 | $30.34 (Low) |
$34.66
-6.0%
|
| Aug 12, 2026 |
Granite Point Mortgage Trust Inc
GPMT
|
BUY | - |
$1.25
Est. 0%
|
$1.25 | $12.60 |
$4.60
+268.0%
|
| Aug 11, 2026 |
Sonida Senior Living Inc
SNDA
|
BUY | Rob Simone |
$65.00
Est. +55%
|
$41.99 | $44.05 |
$37.01
-11.9%
|
| Aug 11, 2026 |
Riot Platforms Inc
RIOT
|
BUY | Michael Donovan |
$29.00
Est. +38%
|
$21.03 | $25.39 |
$15.37
-26.9%
|
| Aug 10, 2026 |
Compass Minerals International Inc
CMP
|
SELL | Jeffrey Zekauskas |
$27.00
Est. +1%
|
$27.35 | $20.61 (Low) |
$23.25
+15.0%
|
| Aug 10, 2026 |
Turning Point Brands Inc
TPB
|
BUY | - |
$116.00
Est. +34%
|
$86.86 | $91.94 |
$70.43
-18.9%
|
| Aug 07, 2026 |
Apple Hospitality REIT Inc
APLE
|
BUY | - |
$18.50
Est. +16%
|
$15.99 | $18.98 |
$18.83
+17.8%
|
| Aug 03, 2026 |
Charles Schwab Corp.
SCHW
|
BUY | Ed Engel |
$135.00
Est. +28%
|
$105.24 | $114.53 |
$93.37
-11.3%
|
| Jul 31, 2026 |
Pebblebrook Hotel Trust
PEB
|
BUY | - |
$19.50
Est. +4%
|
$18.71 | $22.40 |
$22.18
+18.5%
|
| Jul 29, 2026 |
Core Scientific Inc - Ordinary Shares - New
CORZ
|
BUY | Michael Donovan |
$36.00
Est. +80%
|
$19.96 | $23.60 |
$12.76
-36.1%
|
| Jul 27, 2026 |
Check Point Software Technologies Ltd.
CHKP
|
BUY | - |
$135.00
Est. +3%
|
$130.57 | $162.33 |
$147.38
+12.9%
|
| Jul 22, 2026 |
Hut 8 Corp
HUT
|
BUY | - |
$195.00
Est. +72%
|
$113.22 | $120.38 |
$48.94
-56.8%
|
| Jul 21, 2026 |
American Healthcare REIT Inc
AHR
|
BUY | Rob Simone |
$70.00
Est. +24%
|
$56.66 | $58.70 |
$56.37
-0.5%
|
| Jul 21, 2026 |
Turning Point Brands Inc
TPB
|
BUY | - |
$103.00
Est. +29%
|
$79.56 | $91.94 |
$70.43
-11.5%
|
| Jul 17, 2026 |
Affirm Holdings Inc - Ordinary Shares - Class A
AFRM
|
BUY | - |
$100.00
Est. +25%
|
$79.84 | $90.44 |
$75.59
-5.3%
|
| Jul 15, 2026 |
Circle Internet Group
CRCL
|
SELL | - |
$62.00
Est. +2%
|
$63.22 | $57.84 (Low) |
$76.12
-20.4%
|
| Jul 15, 2026 |
Compass Group PLC
CMPGY
|
SELL | - |
$15.00
Est. +53%
|
$31.73 | $30.34 (Low) |
$34.66
-9.2%
|
| Jul 09, 2026 |
Marex Group Plc
MRX
|
BUY | - |
$80.00
Est. +14%
|
$70.26 | $78.84 |
$70.34
+0.1%
|
| Jul 09, 2026 |
Compass Group PLC
CMPGY
|
BUY | - |
$40.00
Est. +24%
|
$32.25 | $34.81 |
$34.66
+7.5%
|
| Jul 07, 2026 |
Compass Pathways Plc - ADR
CMPS
|
BUY | - |
$25.00
Est. +91%
|
$13.12 | $15.86 |
$8.60
-34.5%
|
| Jul 06, 2026 |
TeraWulf Inc
WULF
|
BUY | - |
$40.00
Est. +80%
|
$22.21 | $25.04 |
$11.70
-47.3%
|
| Jun 30, 2026 |
Circle Internet Group
CRCL
|
SELL | - |
$55.00
Est. +12%
|
$62.63 | $57.84 (Low) |
$76.12
-21.5%
|
| Jun 30, 2026 |
FTAI Infrastructure Inc
FIP
|
BUY | - |
$12.00
Est. +170%
|
$4.45 | $4.85 |
$2.75
-38.2%
|
| Jun 26, 2026 |
Macerich Co.
MAC
|
BUY | - |
$26.00
Est. +2%
|
$25.48 | $26.68 |
$25.90
+1.6%
|
| Jun 15, 2026 |
Brookdale Senior Living Inc
BKD
|
BUY | - |
$22.00
Est. +64%
|
$13.43 | $16.31 |
$11.20
-16.6%
|
| Jun 15, 2026 |
Compass Group PLC
CMPGY
|
BUY | Michael Donovan |
$90.00
Est. +163%
|
$34.22 | $34.81 |
$34.66
+1.3%
|
| Jun 09, 2026 |
Two Harbors Investment Corp
TWO
|
BUY | Merrill Ross |
$13.00
Est. +5%
|
$12.36 | $12.45 |
$12.18
-1.5%
|
Analyst
-
Signal & Target
BUY
$1.50
Start Price
$1.41
Best Price (1Y)
$1.92
Current Price
$1.68
Return
+19.1%
ChronoScale Corporation
CHRN
Oct 16, 2026
Analyst
-
Signal & Target
BUY
$25.00
Start Price
$16.05
Best Price (1Y)
$17.99
Current Price
$12.05
Return
-24.9%
QumulusAI, Inc. Common Stock
QMLS
Oct 16, 2026
Analyst
-
Signal & Target
BUY
$9.00
Start Price
$4.08
Best Price (1Y)
$4.32
Current Price
$3.34
Return
-18.1%
The Real Brokerage Inc.
REAX
Oct 14, 2026
Analyst
-
Signal & Target
BUY
$40.00
Start Price
$14.04
Best Price (1Y)
$17.35
Current Price
$16.99
Return
+21.0%
Compass Inc - Ordinary Shares - Class A
COMP
Oct 14, 2026
Analyst
Douglas Elliman
Signal & Target
BUY
$11.00
Start Price
$8.81
Best Price (1Y)
$10.28
Current Price
$10.04
Return
+13.9%
Compass Diversified Holdings
CODI
Oct 13, 2026
Analyst
Michael Legg
Signal & Target
BUY
$17.00
Start Price
$10.78
Best Price (1Y)
$12.54
Current Price
$12.31
Return
+14.2%
Coinbase Global Inc - Ordinary Shares - Class A
COIN
Oct 09, 2026
Analyst
Ed Engel
Signal & Target
BUY
$187.00
Start Price
$172.00
Best Price (1Y)
$185.49
Current Price
$151.61
Return
-11.9%
Saratoga Investment Corp
SAR
Oct 08, 2026
Analyst
Casey Alexander
Signal & Target
BUY
$18.00
Start Price
$15.08
Best Price (1Y)
$15.48
Current Price
$13.92
Return
-7.7%
Compass Group PLC
CMPGY
Oct 05, 2026
Analyst
Rob Simone
Signal & Target
SELL
$20.00
Start Price
$29.54
Best Price (1Y)
$30.34
Current Price
$34.66
Return
-17.3%
Compass Group PLC
CMPGY
Sep 30, 2026
Analyst
Ed Engel
Signal & Target
SELL
$12.00
Start Price
$29.66
Best Price (1Y)
$30.34
Current Price
$34.66
Return
-16.9%
FS Specialty Lending Fund
FSSL
Sep 23, 2026
Analyst
-
Signal & Target
BUY
$15.75
Start Price
$11.70
Best Price (1Y)
$11.88
Current Price
$11.71
Return
+0.1%
JanOne Inc
JAN
Sep 16, 2026
Analyst
-
Signal & Target
BUY
$37.00
Start Price
$31.59
Best Price (1Y)
$31.74
Current Price
$30.06
Return
-4.8%
Compass Group PLC
CMPGY
Sep 14, 2026
Analyst
Ed Engel
Signal & Target
BUY
$51.00
Start Price
$30.89
Best Price (1Y)
$34.81
Current Price
$34.66
Return
+12.2%
Coinbase Global Inc - Ordinary Shares - Class A
COIN
Sep 14, 2026
Analyst
Ed Engel
Signal & Target
BUY
$177.00
Start Price
$175.26
Best Price (1Y)
$208.33
Current Price
$151.61
Return
-13.5%
Bullish
BLSH
Sep 14, 2026
Analyst
Ed Engel
Signal & Target
BUY
$51.00
Start Price
$35.12
Best Price (1Y)
$41.46
Current Price
$23.13
Return
-34.1%
Hyperliquid Strategies Inc Common Stock
PURR
Sep 14, 2026
Analyst
-
Signal & Target
BUY
$18.00
Start Price
$11.85
Best Price (1Y)
$14.76
Current Price
$9.69
Return
-18.2%
Compass Group PLC
CMPGY
Sep 10, 2026
Analyst
Jaafar Mestari
Signal & Target
BUY
$36.00
Start Price
$30.46
Best Price (1Y)
$34.81
Current Price
$34.66
Return
+13.8%
Compass Group PLC
CMPGY
Sep 09, 2026
Analyst
Giuliano Bologna
Signal & Target
BUY
$42.00
Start Price
$30.37
Best Price (1Y)
$34.81
Current Price
$34.66
Return
+14.1%
Centerspace
CSR
Sep 09, 2026
Analyst
-
Signal & Target
BUY
$80.00
Start Price
$57.36
Best Price (1Y)
$60.10
Current Price
$59.58
Return
+3.9%
MidCap Financial Investment Corporation
MFIC
Aug 31, 2026
Analyst
Jason Stewart
Signal & Target
BUY
$11.75
Start Price
$9.77
Best Price (1Y)
$10.42
Current Price
$10.33
Return
+5.7%
Iris Energy Ltd
IREN
Aug 28, 2026
Analyst
Michael Donovan
Signal & Target
BUY
$85.00
Start Price
$37.23
Best Price (1Y)
$49.37
Current Price
$21.71
Return
-41.7%
Horizon Technology Finance Corp
HRZN
Aug 27, 2026
Analyst
-
Signal & Target
BUY
$5.50
Start Price
$4.79
Best Price (1Y)
$5.00
Current Price
$4.03
Return
-15.9%
Gorilla Technology Group Inc
GRRR
Aug 18, 2026
Analyst
-
Signal & Target
BUY
$44.00
Start Price
$14.95
Best Price (1Y)
$16.36
Current Price
$7.70
Return
-48.5%
Compass Group PLC
CMPGY
Aug 14, 2026
Analyst
Ed Engel
Signal & Target
SELL
$30.00
Start Price
$32.70
Best Price (1Y)
$30.34
Current Price
$34.66
Return
-6.0%
Granite Point Mortgage Trust Inc
GPMT
Aug 12, 2026
Analyst
-
Signal & Target
BUY
$1.25
Start Price
$1.25
Best Price (1Y)
$12.60
Current Price
$4.60
Return
+268.0%
Sonida Senior Living Inc
SNDA
Aug 11, 2026
Analyst
Rob Simone
Signal & Target
BUY
$65.00
Start Price
$41.99
Best Price (1Y)
$44.05
Current Price
$37.01
Return
-11.9%
Riot Platforms Inc
RIOT
Aug 11, 2026
Analyst
Michael Donovan
Signal & Target
BUY
$29.00
Start Price
$21.03
Best Price (1Y)
$25.39
Current Price
$15.37
Return
-26.9%
Compass Minerals International Inc
CMP
Aug 10, 2026
Analyst
Jeffrey Zekauskas
Signal & Target
SELL
$27.00
Start Price
$27.35
Best Price (1Y)
$20.61
Current Price
$23.25
Return
+15.0%
Turning Point Brands Inc
TPB
Aug 10, 2026
Analyst
-
Signal & Target
BUY
$116.00
Start Price
$86.86
Best Price (1Y)
$91.94
Current Price
$70.43
Return
-18.9%
Apple Hospitality REIT Inc
APLE
Aug 07, 2026
Analyst
-
Signal & Target
BUY
$18.50
Start Price
$15.99
Best Price (1Y)
$18.98
Current Price
$18.83
Return
+17.8%
Charles Schwab Corp.
SCHW
Aug 03, 2026
Analyst
Ed Engel
Signal & Target
BUY
$135.00
Start Price
$105.24
Best Price (1Y)
$114.53
Current Price
$93.37
Return
-11.3%
Pebblebrook Hotel Trust
PEB
Jul 31, 2026
Analyst
-
Signal & Target
BUY
$19.50
Start Price
$18.71
Best Price (1Y)
$22.40
Current Price
$22.18
Return
+18.5%
Core Scientific Inc - Ordinary Shares - New
CORZ
Jul 29, 2026
Analyst
Michael Donovan
Signal & Target
BUY
$36.00
Start Price
$19.96
Best Price (1Y)
$23.60
Current Price
$12.76
Return
-36.1%
Check Point Software Technologies Ltd.
CHKP
Jul 27, 2026
Analyst
-
Signal & Target
BUY
$135.00
Start Price
$130.57
Best Price (1Y)
$162.33
Current Price
$147.38
Return
+12.9%
Hut 8 Corp
HUT
Jul 22, 2026
Analyst
-
Signal & Target
BUY
$195.00
Start Price
$113.22
Best Price (1Y)
$120.38
Current Price
$48.94
Return
-56.8%
American Healthcare REIT Inc
AHR
Jul 21, 2026
Analyst
Rob Simone
Signal & Target
BUY
$70.00
Start Price
$56.66
Best Price (1Y)
$58.70
Current Price
$56.37
Return
-0.5%
Turning Point Brands Inc
TPB
Jul 21, 2026
Analyst
-
Signal & Target
BUY
$103.00
Start Price
$79.56
Best Price (1Y)
$91.94
Current Price
$70.43
Return
-11.5%
Affirm Holdings Inc - Ordinary Shares - Class A
AFRM
Jul 17, 2026
Analyst
-
Signal & Target
BUY
$100.00
Start Price
$79.84
Best Price (1Y)
$90.44
Current Price
$75.59
Return
-5.3%
Circle Internet Group
CRCL
Jul 15, 2026
Analyst
-
Signal & Target
SELL
$62.00
Start Price
$63.22
Best Price (1Y)
$57.84
Current Price
$76.12
Return
-20.4%
Compass Group PLC
CMPGY
Jul 15, 2026
Analyst
-
Signal & Target
SELL
$15.00
Start Price
$31.73
Best Price (1Y)
$30.34
Current Price
$34.66
Return
-9.2%
Marex Group Plc
MRX
Jul 09, 2026
Analyst
-
Signal & Target
BUY
$80.00
Start Price
$70.26
Best Price (1Y)
$78.84
Current Price
$70.34
Return
+0.1%
Compass Group PLC
CMPGY
Jul 09, 2026
Analyst
-
Signal & Target
BUY
$40.00
Start Price
$32.25
Best Price (1Y)
$34.81
Current Price
$34.66
Return
+7.5%
Compass Pathways Plc - ADR
CMPS
Jul 07, 2026
Analyst
-
Signal & Target
BUY
$25.00
Start Price
$13.12
Best Price (1Y)
$15.86
Current Price
$8.60
Return
-34.5%
TeraWulf Inc
WULF
Jul 06, 2026
Analyst
-
Signal & Target
BUY
$40.00
Start Price
$22.21
Best Price (1Y)
$25.04
Current Price
$11.70
Return
-47.3%
Circle Internet Group
CRCL
Jun 30, 2026
Analyst
-
Signal & Target
SELL
$55.00
Start Price
$62.63
Best Price (1Y)
$57.84
Current Price
$76.12
Return
-21.5%
FTAI Infrastructure Inc
FIP
Jun 30, 2026
Analyst
-
Signal & Target
BUY
$12.00
Start Price
$4.45
Best Price (1Y)
$4.85
Current Price
$2.75
Return
-38.2%
Macerich Co.
MAC
Jun 26, 2026
Analyst
-
Signal & Target
BUY
$26.00
Start Price
$25.48
Best Price (1Y)
$26.68
Current Price
$25.90
Return
+1.6%
Brookdale Senior Living Inc
BKD
Jun 15, 2026
Analyst
-
Signal & Target
BUY
$22.00
Start Price
$13.43
Best Price (1Y)
$16.31
Current Price
$11.20
Return
-16.6%
Compass Group PLC
CMPGY
Jun 15, 2026
Analyst
Michael Donovan
Signal & Target
BUY
$90.00
Start Price
$34.22
Best Price (1Y)
$34.81
Current Price
$34.66
Return
+1.3%
Two Harbors Investment Corp
TWO
Jun 09, 2026
Analyst
Merrill Ross
Signal & Target
BUY
$13.00
Start Price
$12.36
Best Price (1Y)
$12.45
Current Price
$12.18
Return
-1.5%
Recent Upgrades / Downgrades
| Date | Stock | Action | From | To |
|---|---|---|---|---|
| Oct 27, 2026 |
UWM Holdings Corporation - Ordinary Shares - Class A
UWMC
|
Downgrade | Neutral | |
| Oct 20, 2026 |
Compass Group PLC
CMPGY
|
Hold | Buy | Buy |
| Oct 16, 2026 |
QumulusAI, Inc. Common Stock
QMLS
|
Initialise | Buy | |
| Oct 16, 2026 |
ChronoScale Corporation
CHRN
|
Initialise | Buy | |
| Oct 09, 2026 |
Coinbase Global Inc - Ordinary Shares - Class A
COIN
|
Hold | Neutral | Neutral |
| Oct 08, 2026 |
Saratoga Investment Corp
SAR
|
Hold | Neutral | Neutral |
| Sep 30, 2026 |
Compass Group PLC
CMPGY
|
Hold | Buy | Buy |
| Sep 23, 2026 |
FS Specialty Lending Fund
FSSL
|
Initialise | Buy | |
| Sep 18, 2026 |
Grayscale Bitcoin Mini Trust - Common units of fractional undivided beneficial interest
BTC
|
Upgrade | Neutral | |
| Sep 16, 2026 |
JanOne Inc
JAN
|
Initialise | Neutral | |
| Sep 15, 2026 |
Compass Group PLC
CMPGY
|
Initialise | Buy | Buy |
| Sep 15, 2026 |
Circle Internet Group
CRCL
|
Upgrade | Neutral | Buy |
| Sep 14, 2026 |
Hyperliquid Strategies Inc Common Stock
PURR
|
Initialise | Buy | |
| Sep 14, 2026 |
Bullish
BLSH
|
Upgrade | Neutral | Buy |
| Sep 14, 2026 |
Cava Group Inc
CAVA
|
Upgrade | Neutral | |
| Sep 14, 2026 |
Spero Therapeutics Inc
SPRO
|
Upgrade | Neutral | |
| Sep 14, 2026 |
Coinbase Global Inc - Ordinary Shares - Class A
COIN
|
Upgrade | Sell | Neutral |
| Sep 14, 2026 |
Compass Group PLC
CMPGY
|
Upgrade | Buy | Buy |
| Sep 09, 2026 |
Centerspace
CSR
|
Upgrade | Neutral | Buy |
| Sep 09, 2026 |
Compass Group PLC
CMPGY
|
Hold | Buy | Buy |
| Aug 31, 2026 |
MidCap Financial Investment Corporation
MFIC
|
Upgrade | Buy | Buy |
| Aug 28, 2026 |
Iris Energy Ltd
IREN
|
Hold | Buy | Buy |
| Aug 27, 2026 |
Horizon Technology Finance Corp
HRZN
|
Initialise | Sell | Buy |
| Aug 18, 2026 |
Duolingo Inc - Ordinary Shares - Class A
DUOL
|
Initialise | Buy | |
| Aug 18, 2026 |
Gorilla Technology Group Inc
GRRR
|
Initialise | Buy | |
| Aug 14, 2026 |
Compass Group PLC
CMPGY
|
Hold | Neutral | Neutral |
| Aug 13, 2026 |
Compass Group PLC
CMPGY
|
Hold | Buy | Buy |
| Aug 11, 2026 |
Sonida Senior Living Inc
SNDA
|
Initialise | Buy | |
| Aug 11, 2026 |
Riot Platforms Inc
RIOT
|
Hold | Buy | Buy |
| Aug 07, 2026 |
Apple Hospitality REIT Inc
APLE
|
Upgrade | Buy | |
| Aug 03, 2026 |
Starbucks Corp.
SBUX
|
Initialise | Buy | |
| Aug 03, 2026 |
Charles Schwab Corp.
SCHW
|
Initialise | Buy | Buy |
| Jul 31, 2026 |
Pebblebrook Hotel Trust
PEB
|
Upgrade | Neutral | Neutral |
| Jul 29, 2026 |
Core Scientific Inc - Ordinary Shares - New
CORZ
|
Hold | Buy | Buy |
| Jul 23, 2026 |
Compass Group PLC
CMPGY
|
Hold | Buy | Buy |
| Jul 22, 2026 |
Compass Group PLC
CMPGY
|
Hold | Neutral | Neutral |
| Jul 21, 2026 |
American Healthcare REIT Inc
AHR
|
Initialise | Buy | |
| Jul 21, 2026 |
Iris Energy Ltd
IREN
|
Hold | Buy | Buy |
| Jun 30, 2026 |
Circle Internet Group
CRCL
|
Upgrade | Sell | Neutral |
| Jun 26, 2026 |
Macerich Co.
MAC
|
Downgrade | Buy | Neutral |
| Jun 26, 2026 |
Crocs Inc
CROX
|
Downgrade | Neutral | |
| Jun 15, 2026 |
Brookdale Senior Living Inc
BKD
|
Initialise | Buy | |
| Jun 15, 2026 |
Compass Group PLC
CMPGY
|
Hold | Buy | Buy |
| Jun 09, 2026 |
Two Harbors Investment Corp
TWO
|
Hold | Neutral | Neutral |
| Jun 01, 2026 |
Coinbase Global Inc - Ordinary Shares - Class A
COIN
|
Hold | Sell | Sell |
| Jun 01, 2026 |
FrontView REIT, Inc.
FVR
|
Initialise | Buy | |
| May 22, 2026 |
Compass Group PLC
CMPGY
|
Hold | Buy | Buy |
| May 22, 2026 |
Applied Digital Corporation
APLD
|
Hold | Buy | Buy |
| May 13, 2026 |
Optimumbank Holdings Inc.
OPHC
|
Upgrade | Neutral | Buy |
| May 13, 2026 |
NewLake Capital Partners, Inc.
NLCP
|
Upgrade | Buy | Buy |
Action
Downgrade
From
-
To
Neutral
Compass Group PLC
CMPGY
Oct 20
Action
Hold
From
Buy
To
Buy
Action
Initialise
From
-
To
Buy
ChronoScale Corporation
CHRN
Oct 16
Action
Initialise
From
-
To
Buy
Action
Hold
From
Neutral
To
Neutral
Saratoga Investment Corp
SAR
Oct 08
Action
Hold
From
Neutral
To
Neutral
Compass Group PLC
CMPGY
Sep 30
Action
Hold
From
Buy
To
Buy
Action
Initialise
From
-
To
Buy
Action
Upgrade
From
-
To
Neutral
JanOne Inc
JAN
Sep 16
Action
Initialise
From
-
To
Neutral
Compass Group PLC
CMPGY
Sep 15
Action
Initialise
From
Buy
To
Buy
Circle Internet Group
CRCL
Sep 15
Action
Upgrade
From
Neutral
To
Buy
Action
Initialise
From
-
To
Buy
Bullish
BLSH
Sep 14
Action
Upgrade
From
Neutral
To
Buy
Cava Group Inc
CAVA
Sep 14
Action
Upgrade
From
-
To
Neutral
Spero Therapeutics Inc
SPRO
Sep 14
Action
Upgrade
From
-
To
Neutral
Action
Upgrade
From
Sell
To
Neutral
Compass Group PLC
CMPGY
Sep 14
Action
Upgrade
From
Buy
To
Buy
Centerspace
CSR
Sep 09
Action
Upgrade
From
Neutral
To
Buy
Compass Group PLC
CMPGY
Sep 09
Action
Hold
From
Buy
To
Buy
Action
Upgrade
From
Buy
To
Buy
Iris Energy Ltd
IREN
Aug 28
Action
Hold
From
Buy
To
Buy
Action
Initialise
From
Sell
To
Buy
Action
Initialise
From
-
To
Buy
Action
Initialise
From
-
To
Buy
Compass Group PLC
CMPGY
Aug 14
Action
Hold
From
Neutral
To
Neutral
Compass Group PLC
CMPGY
Aug 13
Action
Hold
From
Buy
To
Buy
Action
Initialise
From
-
To
Buy
Riot Platforms Inc
RIOT
Aug 11
Action
Hold
From
Buy
To
Buy
Action
Upgrade
From
-
To
Buy
Starbucks Corp.
SBUX
Aug 03
Action
Initialise
From
-
To
Buy
Charles Schwab Corp.
SCHW
Aug 03
Action
Initialise
From
Buy
To
Buy
Pebblebrook Hotel Trust
PEB
Jul 31
Action
Upgrade
From
Neutral
To
Neutral
Action
Hold
From
Buy
To
Buy
Compass Group PLC
CMPGY
Jul 23
Action
Hold
From
Buy
To
Buy
Compass Group PLC
CMPGY
Jul 22
Action
Hold
From
Neutral
To
Neutral
Action
Initialise
From
-
To
Buy
Iris Energy Ltd
IREN
Jul 21
Action
Hold
From
Buy
To
Buy
Circle Internet Group
CRCL
Jun 30
Action
Upgrade
From
Sell
To
Neutral
Macerich Co.
MAC
Jun 26
Action
Downgrade
From
Buy
To
Neutral
Crocs Inc
CROX
Jun 26
Action
Downgrade
From
-
To
Neutral
Action
Initialise
From
-
To
Buy
Compass Group PLC
CMPGY
Jun 15
Action
Hold
From
Buy
To
Buy
Action
Hold
From
Neutral
To
Neutral
Action
Hold
From
Sell
To
Sell
FrontView REIT, Inc.
FVR
Jun 01
Action
Initialise
From
-
To
Buy
Compass Group PLC
CMPGY
May 22
Action
Hold
From
Buy
To
Buy
Action
Hold
From
Buy
To
Buy
Action
Upgrade
From
Neutral
To
Buy
Action
Upgrade
From
Buy
To
Buy