Evercore ISI Score: 39
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.
+6.9%
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 📉
49%
1317 W / 1395 L
Target Met
How often was the target reached?
Hits vs. Total.
Hits vs. Total.
83%
1484 W / 297 L
Precision Hit
How often precise (±3%)?
Hits vs. Total.
Hits vs. Total.
17%
303 W / 1478 L
Bullseye Hit
How often perfect (±1%)?
Hits vs. Total.
Hits vs. Total.
7%
116 W / 1665 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.
49%
484 W / 513 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).
48%
1182 W / 1294 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).
57%
135 W / 101 L
Latest Price Targets
| Date | Stock | Signal | Analyst | Target | Start Price | Best Price (1Y) | Current Price |
|---|---|---|---|---|---|---|---|
| Oct 09, 2026 |
T. Rowe Price Group Inc.
TROW
|
BUY | Glenn Schorr |
$109.00
Est. +4%
|
$104.94 | $105.75 |
$99.62
-5.1%
|
| Oct 09, 2026 |
Argen X SE - ADR
ARGX
|
BUY | - |
$1,078.00
Est. +32%
|
$817.51 | $835.19 |
$818.30
+0.1%
|
| Oct 09, 2026 |
Acadian Asset Management
AAMI
|
BUY | - |
$102.00
Est. +9%
|
$93.19 | $95.67 |
$91.10
-2.2%
|
| Oct 09, 2026 |
Artisan Partners Asset Management Inc - Ordinary Shares - Class A
APAM
|
BUY | Glenn Schorr |
$34.00
Est. +2%
|
$33.28 | $33.79 |
$31.74
-4.6%
|
| Oct 09, 2026 |
Blackrock Inc.
BLK
|
BUY | Glenn Schorr |
$1,275.00
Est. +19%
|
$1,070.96 | $1,106.00 |
$1,073.79
+0.3%
|
| Oct 09, 2026 |
Invesco Ltd
IVZ
|
BUY | - |
$34.00
Est. +15%
|
$29.69 | $30.01 |
$27.93
-5.9%
|
| Oct 09, 2026 |
Hubbell Inc.
HUBB
|
BUY | Alex Virgo |
$630.00
Est. +33%
|
$475.40 | $480.15 |
$473.37
-0.4%
|
| Oct 07, 2026 |
Netapp Inc
NTAP
|
BUY | - |
$300.00
Est. +31%
|
$228.45 | $240.87 |
$222.20
-2.7%
|
| Oct 07, 2026 |
Evercore Inc - Ordinary Shares - Class A
EVR
|
SELL | - |
$150.00
Est. +43%
|
$262.42 | $251.43 (Low) |
$254.45
+3.0%
|
| Oct 06, 2026 |
Marvell Technology Inc
MRVL
|
BUY | - |
$433.00
Est. +51%
|
$287.01 | $301.27 |
$245.28
-14.5%
|
| Oct 06, 2026 |
Advance Auto Parts Inc
AAP
|
BUY | Greg Melich |
$45.00
Est. +9%
|
$41.29 | $42.73 |
$41.62
+0.8%
|
| Oct 06, 2026 |
Lowe`s Cos., Inc.
LOW
|
BUY | - |
$190.00
Est. +5%
|
$181.20 | $190.00 |
$188.36
+4.0%
|
| Oct 06, 2026 |
Procter & Gamble Co.
PG
|
BUY | - |
$166.00
Est. +14%
|
$145.94 | $156.63 |
$156.57
+7.3%
|
| Oct 06, 2026 |
C.H. Robinson Worldwide, Inc.
CHRW
|
BUY | - |
$217.00
Est. +61%
|
$134.92 | $144.13 |
$139.45
+3.4%
|
| Oct 05, 2026 |
Harley-Davidson, Inc.
HOG
|
BUY | - |
$33.00
Est. +34%
|
$24.55 | $27.65 |
$26.96
+9.8%
|
| Oct 02, 2026 |
Nike, Inc. - Ordinary Shares - Class B
NKE
|
SELL | Michael Binetti |
$28.00
Est. +16%
|
$33.22 | $31.97 (Low) |
$35.30
-6.3%
|
| Oct 02, 2026 |
Eastgroup Properties, Inc.
EGP
|
BUY | Steve Sakwa |
$199.00
Est. +2%
|
$195.82 | $199.26 |
$193.63
-1.1%
|
| Oct 02, 2026 |
Lineage Inc.
LINE
|
BUY | - |
$43.00
Est. +24%
|
$34.67 | $35.36 |
$33.78
-2.6%
|
| Oct 01, 2026 |
Conagra Brands Inc
CAG
|
BUY | - |
$14.00
Est. +4%
|
$13.47 | $13.97 |
$13.84
+2.7%
|
| Oct 01, 2026 |
American Express Co.
AXP
|
BUY | - |
$320.00
Est. +5%
|
$304.10 | $314.26 |
$306.95
+0.9%
|
| Oct 01, 2026 |
Accenture plc - Ordinary Shares - Class A
ACN
|
BUY | - |
$250.00
Est. +16%
|
$216.10 | $227.58 |
$214.96
-0.5%
|
| Oct 01, 2026 |
GE Vernova Inc.
GEV
|
BUY | Alex Virgo |
$1,350.00
Est. +42%
|
$950.49 | $1,052.78 |
$941.78
-0.9%
|
| Oct 01, 2026 |
First Horizon Corporation
FHN
|
BUY | John Pancari |
$25.00
Est. +9%
|
$23.02 | $23.56 |
$22.67
-1.5%
|
| Oct 01, 2026 |
M & T Bank Corp
MTB
|
BUY | - |
$230.00
Est. +6%
|
$217.55 | $222.04 |
$216.05
-0.7%
|
| Oct 01, 2026 |
Pinnacle Financial Partners Inc.
PNFP
|
BUY | - |
$108.00
Est. +15%
|
$93.61 | $97.87 |
$92.85
-0.8%
|
| Oct 01, 2026 |
Citigroup Inc
C
|
BUY | Glenn Schorr |
$140.00
Est. +8%
|
$129.53 | $133.50 |
$122.29
-5.6%
|
| Oct 01, 2026 |
Northern Trust Corp.
NTRS
|
BUY | Glenn Schorr |
$183.00
Est. +8%
|
$169.36 | $171.85 |
$162.64
-4.0%
|
| Oct 01, 2026 |
OneMain Holdings Inc
OMF
|
BUY | - |
$60.00
Est. +8%
|
$55.39 | $56.93 |
$54.64
-1.4%
|
| Oct 01, 2026 |
Owens Corning
OC
|
BUY | - |
$185.00
Est. +58%
|
$116.74 | $120.63 |
$111.26
-4.7%
|
| Oct 01, 2026 |
Citizens Financial Group Inc
CFG
|
BUY | John Pancari |
$78.00
Est. +22%
|
$63.76 | $64.98 |
$62.57
-1.9%
|
| Oct 01, 2026 |
Keycorp
KEY
|
BUY | John Pancari |
$24.00
Est. +20%
|
$20.07 | $20.37 |
$19.79
-1.4%
|
| Oct 01, 2026 |
Bread Financial Holdings Inc
BFH
|
BUY | - |
$118.00
Est. +21%
|
$97.75 | $102.97 |
$98.96
+1.2%
|
| Oct 01, 2026 |
Capital One Financial Corp.
COF
|
BUY | - |
$220.00
Est. +14%
|
$193.07 | $202.39 |
$194.35
+0.7%
|
| Oct 01, 2026 |
Cullen Frost Bankers Inc.
CFR
|
BUY | - |
$166.00
Est. +9%
|
$152.67 | $156.10 |
$151.57
-0.7%
|
| Oct 01, 2026 |
BlackRock New York Municipal Income Trust
BNY
|
BUY | - |
$150.00
Est. +4%
|
$144.64 | $145.90 |
$137.65
-4.8%
|
| Oct 01, 2026 |
Bank Of America Corp.
BAC
|
BUY | - |
$62.00
Est. +14%
|
$54.43 | $54.93 |
$51.39
-5.6%
|
| Oct 01, 2026 |
Hewlett Packard Enterprise Co
HPE
|
BUY | - |
$67.00
Est. +5%
|
$63.89 | $73.56 |
$63.17
-1.1%
|
| Oct 01, 2026 |
PNC Financial Services Group Inc
PNC
|
BUY | John Pancari |
$265.00
Est. +19%
|
$222.26 | $223.35 |
$215.80
-2.9%
|
| Sep 30, 2026 |
PepsiCo Inc
PEP
|
BUY | - |
$135.00
Est. +5%
|
$129.10 | $129.98 |
$129.27
+0.1%
|
| Sep 29, 2026 |
Doximity Inc - Ordinary Shares - Class A
DOCS
|
BUY | Elizabeth Anderson |
$35.00
Est. +34%
|
$26.20 | $31.21 |
$29.92
+14.2%
|
| Sep 29, 2026 |
Five Below Inc
FIVE
|
BUY | - |
$250.00
Est. +10%
|
$228.00 | $227.24 |
$218.95
-4.0%
|
| Sep 29, 2026 |
Dollar Tree Inc
DLTR
|
BUY | - |
$135.00
Est. +16%
|
$116.02 | $122.05 |
$121.76
+4.9%
|
| Sep 29, 2026 |
Conagra Brands Inc
CAG
|
SELL | - |
$13.00
Est. +8%
|
$14.16 | $12.88 (Low) |
$13.84
+2.3%
|
| Sep 29, 2026 |
Liberty Media Corp. - Ordinary Shares (New Liberty Formula One) Series C
FWONK
|
BUY | - |
$278.00
Est. +193%
|
$94.86 | $96.74 |
$90.90
-4.2%
|
| Sep 29, 2026 |
Butterfly Network Inc - Ordinary Shares - Class A
BFLY
|
BUY | - |
$15.00
Est. +64%
|
$9.15 | $10.21 |
$7.60
-16.9%
|
| Sep 29, 2026 |
Floor & Decor Holdings Inc - Ordinary Shares - Class A
FND
|
BUY | - |
$55.00
Est. +19%
|
$46.36 | $47.94 |
$44.22
-4.6%
|
| Sep 28, 2026 |
Resideo Technologies Inc
REZI
|
BUY | - |
$30.00
Est. +64%
|
$18.27 | $19.00 |
$16.21
-11.3%
|
| Sep 25, 2026 |
Toll Brothers Inc.
TOL
|
BUY | - |
$184.00
Est. +35%
|
$135.91 | $140.37 |
$130.41
-4.0%
|
| Sep 25, 2026 |
D.R. Horton Inc.
DHI
|
BUY | - |
$166.00
Est. +18%
|
$140.35 | $142.37 |
$133.64
-4.8%
|
| Sep 25, 2026 |
Mohawk Industries, Inc.
MHK
|
BUY | - |
$129.00
Est. +8%
|
$119.47 | $129.38 |
$119.97
+0.4%
|
T. Rowe Price Group Inc.
TROW
Oct 09, 2026
Analyst
Glenn Schorr
Signal & Target
BUY
$109.00
Start Price
$104.94
Best Price (1Y)
$105.75
Current Price
$99.62
Return
-5.1%
Argen X SE - ADR
ARGX
Oct 09, 2026
Analyst
-
Signal & Target
BUY
$1,078.00
Start Price
$817.51
Best Price (1Y)
$835.19
Current Price
$818.30
Return
+0.1%
Acadian Asset Management
AAMI
Oct 09, 2026
Analyst
-
Signal & Target
BUY
$102.00
Start Price
$93.19
Best Price (1Y)
$95.67
Current Price
$91.10
Return
-2.2%
Analyst
Glenn Schorr
Signal & Target
BUY
$34.00
Start Price
$33.28
Best Price (1Y)
$33.79
Current Price
$31.74
Return
-4.6%
Blackrock Inc.
BLK
Oct 09, 2026
Analyst
Glenn Schorr
Signal & Target
BUY
$1,275.00
Start Price
$1,070.96
Best Price (1Y)
$1,106.00
Current Price
$1,073.79
Return
+0.3%
Invesco Ltd
IVZ
Oct 09, 2026
Analyst
-
Signal & Target
BUY
$34.00
Start Price
$29.69
Best Price (1Y)
$30.01
Current Price
$27.93
Return
-5.9%
Hubbell Inc.
HUBB
Oct 09, 2026
Analyst
Alex Virgo
Signal & Target
BUY
$630.00
Start Price
$475.40
Best Price (1Y)
$480.15
Current Price
$473.37
Return
-0.4%
Netapp Inc
NTAP
Oct 07, 2026
Analyst
-
Signal & Target
BUY
$300.00
Start Price
$228.45
Best Price (1Y)
$240.87
Current Price
$222.20
Return
-2.7%
Evercore Inc - Ordinary Shares - Class A
EVR
Oct 07, 2026
Analyst
-
Signal & Target
SELL
$150.00
Start Price
$262.42
Best Price (1Y)
$251.43
Current Price
$254.45
Return
+3.0%
Marvell Technology Inc
MRVL
Oct 06, 2026
Analyst
-
Signal & Target
BUY
$433.00
Start Price
$287.01
Best Price (1Y)
$301.27
Current Price
$245.28
Return
-14.5%
Advance Auto Parts Inc
AAP
Oct 06, 2026
Analyst
Greg Melich
Signal & Target
BUY
$45.00
Start Price
$41.29
Best Price (1Y)
$42.73
Current Price
$41.62
Return
+0.8%
Lowe`s Cos., Inc.
LOW
Oct 06, 2026
Analyst
-
Signal & Target
BUY
$190.00
Start Price
$181.20
Best Price (1Y)
$190.00
Current Price
$188.36
Return
+4.0%
Procter & Gamble Co.
PG
Oct 06, 2026
Analyst
-
Signal & Target
BUY
$166.00
Start Price
$145.94
Best Price (1Y)
$156.63
Current Price
$156.57
Return
+7.3%
C.H. Robinson Worldwide, Inc.
CHRW
Oct 06, 2026
Analyst
-
Signal & Target
BUY
$217.00
Start Price
$134.92
Best Price (1Y)
$144.13
Current Price
$139.45
Return
+3.4%
Harley-Davidson, Inc.
HOG
Oct 05, 2026
Analyst
-
Signal & Target
BUY
$33.00
Start Price
$24.55
Best Price (1Y)
$27.65
Current Price
$26.96
Return
+9.8%
Nike, Inc. - Ordinary Shares - Class B
NKE
Oct 02, 2026
Analyst
Michael Binetti
Signal & Target
SELL
$28.00
Start Price
$33.22
Best Price (1Y)
$31.97
Current Price
$35.30
Return
-6.3%
Eastgroup Properties, Inc.
EGP
Oct 02, 2026
Analyst
Steve Sakwa
Signal & Target
BUY
$199.00
Start Price
$195.82
Best Price (1Y)
$199.26
Current Price
$193.63
Return
-1.1%
Lineage Inc.
LINE
Oct 02, 2026
Analyst
-
Signal & Target
BUY
$43.00
Start Price
$34.67
Best Price (1Y)
$35.36
Current Price
$33.78
Return
-2.6%
Conagra Brands Inc
CAG
Oct 01, 2026
Analyst
-
Signal & Target
BUY
$14.00
Start Price
$13.47
Best Price (1Y)
$13.97
Current Price
$13.84
Return
+2.7%
American Express Co.
AXP
Oct 01, 2026
Analyst
-
Signal & Target
BUY
$320.00
Start Price
$304.10
Best Price (1Y)
$314.26
Current Price
$306.95
Return
+0.9%
Accenture plc - Ordinary Shares - Class A
ACN
Oct 01, 2026
Analyst
-
Signal & Target
BUY
$250.00
Start Price
$216.10
Best Price (1Y)
$227.58
Current Price
$214.96
Return
-0.5%
GE Vernova Inc.
GEV
Oct 01, 2026
Analyst
Alex Virgo
Signal & Target
BUY
$1,350.00
Start Price
$950.49
Best Price (1Y)
$1,052.78
Current Price
$941.78
Return
-0.9%
First Horizon Corporation
FHN
Oct 01, 2026
Analyst
John Pancari
Signal & Target
BUY
$25.00
Start Price
$23.02
Best Price (1Y)
$23.56
Current Price
$22.67
Return
-1.5%
M & T Bank Corp
MTB
Oct 01, 2026
Analyst
-
Signal & Target
BUY
$230.00
Start Price
$217.55
Best Price (1Y)
$222.04
Current Price
$216.05
Return
-0.7%
Pinnacle Financial Partners Inc.
PNFP
Oct 01, 2026
Analyst
-
Signal & Target
BUY
$108.00
Start Price
$93.61
Best Price (1Y)
$97.87
Current Price
$92.85
Return
-0.8%
Citigroup Inc
C
Oct 01, 2026
Analyst
Glenn Schorr
Signal & Target
BUY
$140.00
Start Price
$129.53
Best Price (1Y)
$133.50
Current Price
$122.29
Return
-5.6%
Northern Trust Corp.
NTRS
Oct 01, 2026
Analyst
Glenn Schorr
Signal & Target
BUY
$183.00
Start Price
$169.36
Best Price (1Y)
$171.85
Current Price
$162.64
Return
-4.0%
OneMain Holdings Inc
OMF
Oct 01, 2026
Analyst
-
Signal & Target
BUY
$60.00
Start Price
$55.39
Best Price (1Y)
$56.93
Current Price
$54.64
Return
-1.4%
Owens Corning
OC
Oct 01, 2026
Analyst
-
Signal & Target
BUY
$185.00
Start Price
$116.74
Best Price (1Y)
$120.63
Current Price
$111.26
Return
-4.7%
Citizens Financial Group Inc
CFG
Oct 01, 2026
Analyst
John Pancari
Signal & Target
BUY
$78.00
Start Price
$63.76
Best Price (1Y)
$64.98
Current Price
$62.57
Return
-1.9%
Keycorp
KEY
Oct 01, 2026
Analyst
John Pancari
Signal & Target
BUY
$24.00
Start Price
$20.07
Best Price (1Y)
$20.37
Current Price
$19.79
Return
-1.4%
Bread Financial Holdings Inc
BFH
Oct 01, 2026
Analyst
-
Signal & Target
BUY
$118.00
Start Price
$97.75
Best Price (1Y)
$102.97
Current Price
$98.96
Return
+1.2%
Capital One Financial Corp.
COF
Oct 01, 2026
Analyst
-
Signal & Target
BUY
$220.00
Start Price
$193.07
Best Price (1Y)
$202.39
Current Price
$194.35
Return
+0.7%
Cullen Frost Bankers Inc.
CFR
Oct 01, 2026
Analyst
-
Signal & Target
BUY
$166.00
Start Price
$152.67
Best Price (1Y)
$156.10
Current Price
$151.57
Return
-0.7%
BlackRock New York Municipal Income Trust
BNY
Oct 01, 2026
Analyst
-
Signal & Target
BUY
$150.00
Start Price
$144.64
Best Price (1Y)
$145.90
Current Price
$137.65
Return
-4.8%
Bank Of America Corp.
BAC
Oct 01, 2026
Analyst
-
Signal & Target
BUY
$62.00
Start Price
$54.43
Best Price (1Y)
$54.93
Current Price
$51.39
Return
-5.6%
Hewlett Packard Enterprise Co
HPE
Oct 01, 2026
Analyst
-
Signal & Target
BUY
$67.00
Start Price
$63.89
Best Price (1Y)
$73.56
Current Price
$63.17
Return
-1.1%
PNC Financial Services Group Inc
PNC
Oct 01, 2026
Analyst
John Pancari
Signal & Target
BUY
$265.00
Start Price
$222.26
Best Price (1Y)
$223.35
Current Price
$215.80
Return
-2.9%
PepsiCo Inc
PEP
Sep 30, 2026
Analyst
-
Signal & Target
BUY
$135.00
Start Price
$129.10
Best Price (1Y)
$129.98
Current Price
$129.27
Return
+0.1%
Doximity Inc - Ordinary Shares - Class A
DOCS
Sep 29, 2026
Analyst
Elizabeth Anderson
Signal & Target
BUY
$35.00
Start Price
$26.20
Best Price (1Y)
$31.21
Current Price
$29.92
Return
+14.2%
Five Below Inc
FIVE
Sep 29, 2026
Analyst
-
Signal & Target
BUY
$250.00
Start Price
$228.00
Best Price (1Y)
$227.24
Current Price
$218.95
Return
-4.0%
Dollar Tree Inc
DLTR
Sep 29, 2026
Analyst
-
Signal & Target
BUY
$135.00
Start Price
$116.02
Best Price (1Y)
$122.05
Current Price
$121.76
Return
+4.9%
Conagra Brands Inc
CAG
Sep 29, 2026
Analyst
-
Signal & Target
SELL
$13.00
Start Price
$14.16
Best Price (1Y)
$12.88
Current Price
$13.84
Return
+2.3%
Analyst
-
Signal & Target
BUY
$278.00
Start Price
$94.86
Best Price (1Y)
$96.74
Current Price
$90.90
Return
-4.2%
Analyst
-
Signal & Target
BUY
$15.00
Start Price
$9.15
Best Price (1Y)
$10.21
Current Price
$7.60
Return
-16.9%
Analyst
-
Signal & Target
BUY
$55.00
Start Price
$46.36
Best Price (1Y)
$47.94
Current Price
$44.22
Return
-4.6%
Resideo Technologies Inc
REZI
Sep 28, 2026
Analyst
-
Signal & Target
BUY
$30.00
Start Price
$18.27
Best Price (1Y)
$19.00
Current Price
$16.21
Return
-11.3%
Toll Brothers Inc.
TOL
Sep 25, 2026
Analyst
-
Signal & Target
BUY
$184.00
Start Price
$135.91
Best Price (1Y)
$140.37
Current Price
$130.41
Return
-4.0%
D.R. Horton Inc.
DHI
Sep 25, 2026
Analyst
-
Signal & Target
BUY
$166.00
Start Price
$140.35
Best Price (1Y)
$142.37
Current Price
$133.64
Return
-4.8%
Mohawk Industries, Inc.
MHK
Sep 25, 2026
Analyst
-
Signal & Target
BUY
$129.00
Start Price
$119.47
Best Price (1Y)
$129.38
Current Price
$119.97
Return
+0.4%
Recent Upgrades / Downgrades
| Date | Stock | Action | From | To |
|---|---|---|---|---|
| Oct 09, 2026 |
Hubbell Inc.
HUBB
|
Hold | Outperform | Outperform |
| Oct 09, 2026 |
Blackrock Inc.
BLK
|
Hold | Outperform | Outperform |
| Oct 07, 2026 |
Arista Networks Inc
ANET
|
Hold | Outperform | Outperform |
| Oct 07, 2026 |
Netapp Inc
NTAP
|
Upgrade | Outperform | |
| Oct 07, 2026 |
Flutter Entertainment Plc
FLUT
|
Upgrade | Outperform | |
| Oct 06, 2026 |
Marvell Technology Inc
MRVL
|
Hold | Outperform | Outperform |
| Oct 06, 2026 |
Procter & Gamble Co.
PG
|
Upgrade | Outperform | Outperform |
| Oct 06, 2026 |
Skyworks Solutions, Inc.
SWKS
|
Upgrade | Outperform | |
| Oct 05, 2026 |
Virtu Financial Inc - Ordinary Shares - Class A
VIRT
|
Upgrade | Outperform | |
| Oct 05, 2026 |
BP plc - ADR
BP
|
Upgrade | Outperform | |
| Oct 05, 2026 |
Microsoft Corporation
MSFT
|
Upgrade | Underperform | Outperform |
| Oct 05, 2026 |
Harley-Davidson, Inc.
HOG
|
Upgrade | Underperform | Outperform |
| Oct 05, 2026 |
Texas Roadhouse Inc
TXRH
|
Upgrade | Outperform | Outperform |
| Oct 05, 2026 |
Align Technology, Inc.
ALGN
|
Downgrade | Outperform | Cautious |
| Oct 02, 2026 |
Legrand S.A.
LGRVF
|
Upgrade | Outperform | |
| Oct 02, 2026 |
Nano Labs Ltd - Ordinary Shares - Class A
NA
|
Upgrade | Outperform | Outperform |
| Oct 01, 2026 |
First Horizon Corporation
FHN
|
Hold | Hold | Hold |
| Oct 01, 2026 |
Accenture plc - Ordinary Shares - Class A
ACN
|
Hold | Outperform | Outperform |
| Oct 01, 2026 |
Citizens Financial Group Inc
CFG
|
Hold | Outperform | Outperform |
| Oct 01, 2026 |
Keycorp
KEY
|
Hold | Outperform | Outperform |
| Oct 01, 2026 |
GE Vernova Inc.
GEV
|
Hold | Outperform | Outperform |
| Oct 01, 2026 |
PNC Financial Services Group Inc
PNC
|
Hold | Outperform | Outperform |
| Sep 29, 2026 |
Butterfly Network Inc - Ordinary Shares - Class A
BFLY
|
Initialise | Outperform | |
| Sep 29, 2026 |
Spotify Technology S.A.
SPOT
|
Hold | Outperform | Outperform |
| Sep 28, 2026 |
Southwestern Energy Company
SWN
|
Hold | Outperform | Outperform |
| Sep 28, 2026 |
Resideo Technologies Inc
REZI
|
Initialise | Outperform | |
| Sep 28, 2026 |
PepsiCo Inc
PEP
|
Initialise | Outperform | |
| Sep 25, 2026 |
PulteGroup Inc
PHM
|
Hold | Outperform | Outperform |
| Sep 25, 2026 |
Akamai Technologies Inc
AKAM
|
Hold | Outperform | Outperform |
| Sep 24, 2026 |
MongoDB Inc - Ordinary Shares - Class A
MDB
|
Hold | Outperform | Outperform |
| Sep 24, 2026 |
McDonald`s Corp
MCD
|
Hold | Outperform | Outperform |
| Sep 24, 2026 |
Okta Inc - Ordinary Shares - Class A
OKTA
|
Hold | Outperform | Outperform |
| Sep 24, 2026 |
Everpure, Inc.
P
|
Hold | Outperform | Outperform |
| Sep 23, 2026 |
Altimmune Inc
ALT
|
Hold | Outperform | Outperform |
| Sep 23, 2026 |
Autozone Inc.
AZO
|
Hold | Outperform | Outperform |
| Sep 23, 2026 |
Fastly Inc - Ordinary Shares - Class A
FSLY
|
Hold | Outperform | Outperform |
| Sep 22, 2026 |
Costco Wholesale Corp
COST
|
Hold | Outperform | Outperform |
| Sep 22, 2026 |
Ralliant Corp
RAL
|
Hold | Outperform | Outperform |
| Sep 22, 2026 |
Evercore Inc - Ordinary Shares - Class A
EVR
|
Hold | Outperform | Outperform |
| Sep 22, 2026 |
Allegion plc
ALLE
|
Hold | Outperform | Outperform |
| Sep 21, 2026 |
CIENA Corp.
CIEN
|
Upgrade | Mixed | Outperform |
| Sep 21, 2026 |
JBG SMITH Properties
JBGS
|
Hold | Underperform | Underperform |
| Sep 21, 2026 |
Phillips Edison & Company Inc - Ordinary Shares - New
PECO
|
Hold | Outperform | Outperform |
| Sep 21, 2026 |
Macerich Co.
MAC
|
Upgrade | Outperform | |
| Sep 21, 2026 |
Alexandria Real Estate Equities Inc.
ARE
|
Hold | Outperform | Outperform |
| Sep 21, 2026 |
Welltower Inc.
WELL
|
Hold | Outperform | Outperform |
| Sep 21, 2026 |
EVgo Inc - Ordinary Shares - Class A
EVGO
|
Hold | Outperform | Outperform |
| Sep 21, 2026 |
AT&T, Inc.
T
|
Upgrade | Perform | Outperform |
| Sep 21, 2026 |
American Homes 4 Rent - Ordinary Shares - Class A
AMH
|
Hold | Outperform | Outperform |
| Sep 21, 2026 |
Essential Properties Realty Trust Inc
EPRT
|
Hold | Outperform | Outperform |
Hubbell Inc.
HUBB
Oct 09
Action
Hold
From
Outperform
To
Outperform
Blackrock Inc.
BLK
Oct 09
Action
Hold
From
Outperform
To
Outperform
Arista Networks Inc
ANET
Oct 07
Action
Hold
From
Outperform
To
Outperform
Netapp Inc
NTAP
Oct 07
Action
Upgrade
From
-
To
Outperform
Action
Upgrade
From
-
To
Outperform
Marvell Technology Inc
MRVL
Oct 06
Action
Hold
From
Outperform
To
Outperform
Procter & Gamble Co.
PG
Oct 06
Action
Upgrade
From
Outperform
To
Outperform
Action
Upgrade
From
-
To
Outperform
Action
Upgrade
From
-
To
Outperform
BP plc - ADR
BP
Oct 05
Action
Upgrade
From
-
To
Outperform
Microsoft Corporation
MSFT
Oct 05
Action
Upgrade
From
Underperform
To
Outperform
Harley-Davidson, Inc.
HOG
Oct 05
Action
Upgrade
From
Underperform
To
Outperform
Texas Roadhouse Inc
TXRH
Oct 05
Action
Upgrade
From
Outperform
To
Outperform
Align Technology, Inc.
ALGN
Oct 05
Action
Downgrade
From
Outperform
To
Cautious
Legrand S.A.
LGRVF
Oct 02
Action
Upgrade
From
-
To
Outperform
Action
Upgrade
From
Outperform
To
Outperform
Action
Hold
From
Hold
To
Hold
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Keycorp
KEY
Oct 01
Action
Hold
From
Outperform
To
Outperform
GE Vernova Inc.
GEV
Oct 01
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Action
Initialise
From
-
To
Outperform
Spotify Technology S.A.
SPOT
Sep 29
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Action
Initialise
From
-
To
Outperform
PepsiCo Inc
PEP
Sep 28
Action
Initialise
From
-
To
Outperform
PulteGroup Inc
PHM
Sep 25
Action
Hold
From
Outperform
To
Outperform
Akamai Technologies Inc
AKAM
Sep 25
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
McDonald`s Corp
MCD
Sep 24
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Everpure, Inc.
P
Sep 24
Action
Hold
From
Outperform
To
Outperform
Altimmune Inc
ALT
Sep 23
Action
Hold
From
Outperform
To
Outperform
Autozone Inc.
AZO
Sep 23
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Costco Wholesale Corp
COST
Sep 22
Action
Hold
From
Outperform
To
Outperform
Ralliant Corp
RAL
Sep 22
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Allegion plc
ALLE
Sep 22
Action
Hold
From
Outperform
To
Outperform
CIENA Corp.
CIEN
Sep 21
Action
Upgrade
From
Mixed
To
Outperform
JBG SMITH Properties
JBGS
Sep 21
Action
Hold
From
Underperform
To
Underperform
Action
Hold
From
Outperform
To
Outperform
Macerich Co.
MAC
Sep 21
Action
Upgrade
From
-
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Welltower Inc.
WELL
Sep 21
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
AT&T, Inc.
T
Sep 21
Action
Upgrade
From
Perform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform