Evercore ISI 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.
+9.3%
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 📉
56%
1323 W / 1019 L
Target Met
How often was the target reached?
Hits vs. Total.
Hits vs. Total.
83%
1286 W / 258 L
Precision Hit
How often precise (±3%)?
Hits vs. Total.
Hits vs. Total.
17%
264 W / 1280 L
Bullseye Hit
How often perfect (±1%)?
Hits vs. Total.
Hits vs. Total.
7%
104 W / 1440 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%
451 W / 384 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).
58%
1232 W / 902 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).
44%
91 W / 117 L
Latest Price Targets
| Date | Stock | Signal | Analyst | Target | Start Price | Best Price (1Y) | Current Price |
|---|---|---|---|---|---|---|---|
| Jul 21, 2026 |
United Parcel Service, Inc. - Ordinary Shares - Class B
UPS
|
BUY | Jonathan Chappell |
$117.00
Est. +3%
|
$113.19 | $117.58 |
$115.84
+2.3%
|
| Jul 20, 2026 |
Edgewise Therapeutics Inc
EWTX
|
BUY | Cory Kasimov |
$55.00
Est. +39%
|
$39.46 | $39.78 |
$38.33
-2.9%
|
| Jul 20, 2026 |
State Street Corp.
STT
|
BUY | - |
$200.00
Est. +9%
|
$183.99 | $185.42 |
$185.24
+0.7%
|
| Jul 20, 2026 |
Lam Research Corp.
LRCX
|
BUY | - |
$355.00
Est. +13%
|
$315.12 | $322.25 |
$319.29
+1.3%
|
| Jul 20, 2026 |
U.S. Bancorp.
USB
|
BUY | John Pancari |
$72.00
Est. +13%
|
$63.52 | $64.52 |
$64.47
+1.5%
|
| Jul 20, 2026 |
BlackRock New York Municipal Income Trust
BNY
|
SELL | - |
$158.00
Est. +0%
|
$158.16 | $158.09 (Low) |
$160.38
-1.4%
|
| Jul 15, 2026 |
Microsoft Corporation
MSFT
|
BUY | Kirk Materne |
$525.00
Est. +36%
|
$384.93 | $405.99 |
$390.34
+1.4%
|
| Jul 14, 2026 |
Space Exploration Technologies Corp.
SPCX
|
BUY | - |
$230.00
Est. +65%
|
$139.14 | $143.33 |
$115.26
-17.2%
|
| Jul 10, 2026 |
W.R. Berkley Corp.
WRB
|
SELL | - |
$68.00
Est. +6%
|
$72.03 | $68.56 (Low) |
$72.36
-0.5%
|
| Jul 10, 2026 |
Chubb Limited
CB
|
BUY | - |
$374.00
Est. +8%
|
$345.34 | $355.70 |
$343.23
-0.6%
|
| Jul 10, 2026 |
Air Products & Chemicals Inc.
APD
|
BUY | Eric Boyes |
$342.00
Est. +14%
|
$298.92 | $307.12 |
$297.00
-0.6%
|
| Jul 10, 2026 |
Palomar Holdings Inc
PLMR
|
BUY | - |
$152.00
Est. +10%
|
$138.30 | $141.20 |
$130.45
-5.7%
|
| Jul 10, 2026 |
Franklin Resources, Inc.
BEN
|
BUY | - |
$35.00
Est. +3%
|
$33.84 | $34.39 |
$32.38
-4.3%
|
| Jul 10, 2026 |
Everest Group Ltd
EG
|
BUY | - |
$375.00
Est. +1%
|
$371.63 | $379.91 |
$373.07
+0.4%
|
| Jul 10, 2026 |
Travelers Companies Inc.
TRV
|
SELL | - |
$329.00
Est. +3%
|
$337.48 | $325.39 (Low) |
$372.08
-10.3%
|
| Jul 10, 2026 |
Cohen & Steers Inc.
CNS
|
BUY | John Dunn |
$84.00
Est. +8%
|
$77.70 | $84.91 |
$80.42
+3.5%
|
| Jul 10, 2026 |
T. Rowe Price Group Inc.
TROW
|
BUY | - |
$121.00
Est. +2%
|
$119.04 | $119.97 |
$116.03
-2.5%
|
| Jul 10, 2026 |
Allstate Corp (The)
ALL
|
SELL | David Motemaden |
$240.00
Est. +4%
|
$250.59 | $236.22 (Low) |
$251.83
-0.5%
|
| Jul 10, 2026 |
Progressive Corp.
PGR
|
BUY | - |
$240.00
Est. +5%
|
$229.64 | $234.98 |
$204.54
-10.9%
|
| Jul 10, 2026 |
Artisan Partners Asset Management Inc - Ordinary Shares - Class A
APAM
|
SELL | - |
$36.00
Est. +3%
|
$37.01 | $35.94 (Low) |
$38.98
-5.3%
|
| Jul 10, 2026 |
RenaissanceRe Holdings Ltd
RNR
|
BUY | David Motemaden |
$320.00
Est. +2%
|
$313.14 | $325.62 |
$319.69
+2.1%
|
| Jul 10, 2026 |
Invesco Ltd
IVZ
|
BUY | - |
$32.00
Est. +10%
|
$29.08 | $31.02 |
$30.50
+4.9%
|
| Jul 10, 2026 |
AllianceBernstein Holding Lp - Unit
AB
|
BUY | - |
$39.00
Est. +4%
|
$37.39 | $38.45 |
$37.34
-0.1%
|
| Jul 10, 2026 |
Linde Plc.
LIN
|
SELL | - |
$525.00
Est. +1%
|
$531.79 | $505.10 (Low) |
$508.67
+4.3%
|
| Jul 10, 2026 |
Blackrock Inc.
BLK
|
BUY | - |
$1,145.00
Est. +10%
|
$1,040.29 | $1,125.00 |
$1,056.63
+1.6%
|
| Jul 09, 2026 |
Dominos Pizza Inc
DPZ
|
BUY | - |
$350.00
Est. +16%
|
$302.35 | $336.47 |
$319.85
+5.8%
|
| Jul 09, 2026 |
PepsiCo Inc
PEP
|
BUY | - |
$150.00
Est. +9%
|
$137.86 | $141.96 |
$135.65
-1.6%
|
| Jul 08, 2026 |
Palo Alto Networks Inc
PANW
|
BUY | - |
$320.00
Est. +0%
|
$318.66 | $368.67 |
$335.28
+5.2%
|
| Jul 08, 2026 |
Crinetics Pharmaceuticals Inc
CRNX
|
BUY | - |
$85.00
Est. +2%
|
$83.53 | $84.02 |
$83.72
+0.2%
|
| Jul 08, 2026 |
Palo Alto Networks Inc
PANW
|
BUY | Peter Levine |
$415.00
Est. +29%
|
$320.58 | $368.67 |
$335.28
+4.6%
|
| Jul 08, 2026 |
Dell Technologies Inc - Ordinary Shares - Class C
DELL
|
BUY | - |
$500.00
Est. +20%
|
$416.98 | $463.48 |
$441.70
+5.9%
|
| Jul 08, 2026 |
Occidental Petroleum Corp.
OXY
|
BUY | - |
$65.00
Est. +26%
|
$51.68 | $57.82 |
$57.50
+11.3%
|
| Jul 07, 2026 |
Five Below Inc
FIVE
|
BUY | - |
$215.00
Est. +22%
|
$175.78 | $206.11 |
$204.87
+16.5%
|
| Jul 07, 2026 |
Simon Property Group, Inc.
SPG
|
SELL | - |
$215.00
Est. +6%
|
$227.81 | $212.86 (Low) |
$226.22
+0.7%
|
| Jul 07, 2026 |
Tanger Inc.
SKT
|
SELL | - |
$39.00
Est. +2%
|
$39.99 | $39.12 (Low) |
$41.42
-3.6%
|
| Jul 07, 2026 |
Unum Group
UNM
|
BUY | - |
$106.00
Est. +18%
|
$89.60 | $90.90 |
$87.79
-2.0%
|
| Jul 07, 2026 |
Federal Realty Investment Trust.
FRT
|
SELL | - |
$122.00
Est. +0%
|
$122.61 | $120.06 (Low) |
$125.05
-2.0%
|
| Jul 07, 2026 |
Floor & Decor Holdings Inc - Ordinary Shares - Class A
FND
|
BUY | - |
$60.00
Est. +7%
|
$55.98 | $59.83 |
$54.20
-3.2%
|
| Jul 07, 2026 |
Kroger Co.
KR
|
BUY | Michael Montani |
$78.00
Est. +31%
|
$59.56 | $61.28 |
$57.54
-3.4%
|
| Jul 07, 2026 |
Phillips Edison & Company Inc - Ordinary Shares - New
PECO
|
BUY | - |
$44.00
Est. +4%
|
$42.40 | $44.39 |
$43.36
+2.3%
|
| Jul 07, 2026 |
Macerich Co.
MAC
|
SELL | - |
$24.00
Est. +6%
|
$25.49 | $24.19 (Low) |
$25.36
+0.5%
|
| Jul 07, 2026 |
Group 1 Automotive, Inc.
GPI
|
BUY | - |
$440.00
Est. +48%
|
$298.27 | $337.82 |
$327.93
+9.9%
|
| Jul 07, 2026 |
Regency Centers Corporation
REG
|
BUY | Steve Sakwa |
$81.00
Est. +0%
|
$80.87 | $83.67 |
$82.22
+1.7%
|
| Jul 07, 2026 |
Tractor Supply Co.
TSCO
|
BUY | Oliver Wintermantel |
$40.00
Est. +31%
|
$30.61 | $31.91 |
$29.36
-4.1%
|
| Jul 06, 2026 |
iRhythm Technologies Inc
IRTC
|
BUY | Vijay Kumar |
$150.00
Est. +21%
|
$124.40 | $129.88 |
$106.07
-14.7%
|
| Jul 06, 2026 |
Repligen Corp.
RGEN
|
BUY | - |
$160.00
Est. +15%
|
$139.37 | $150.90 |
$140.09
+0.5%
|
| Jul 06, 2026 |
Natera Inc
NTRA
|
BUY | - |
$300.00
Est. +7%
|
$281.26 | $288.04 |
$264.22
-6.1%
|
| Jul 06, 2026 |
PNC Financial Services Group Inc
PNC
|
BUY | John Pancari |
$280.00
Est. +11%
|
$251.69 | $256.49 |
$252.51
+0.3%
|
| Jul 06, 2026 |
Citizens Financial Group Inc
CFG
|
BUY | John Pancari |
$80.00
Est. +12%
|
$71.70 | $74.70 |
$72.44
+1.0%
|
| Jul 06, 2026 |
Regions Financial Corp.
RF
|
BUY | - |
$31.00
Est. +2%
|
$30.36 | $32.47 |
$30.86
+1.6%
|
Analyst
Jonathan Chappell
Signal & Target
BUY
$117.00
Start Price
$113.19
Best Price (1Y)
$117.58
Current Price
$115.84
Return
+2.3%
Edgewise Therapeutics Inc
EWTX
Jul 20, 2026
Analyst
Cory Kasimov
Signal & Target
BUY
$55.00
Start Price
$39.46
Best Price (1Y)
$39.78
Current Price
$38.33
Return
-2.9%
State Street Corp.
STT
Jul 20, 2026
Analyst
-
Signal & Target
BUY
$200.00
Start Price
$183.99
Best Price (1Y)
$185.42
Current Price
$185.24
Return
+0.7%
Lam Research Corp.
LRCX
Jul 20, 2026
Analyst
-
Signal & Target
BUY
$355.00
Start Price
$315.12
Best Price (1Y)
$322.25
Current Price
$319.29
Return
+1.3%
U.S. Bancorp.
USB
Jul 20, 2026
Analyst
John Pancari
Signal & Target
BUY
$72.00
Start Price
$63.52
Best Price (1Y)
$64.52
Current Price
$64.47
Return
+1.5%
BlackRock New York Municipal Income Trust
BNY
Jul 20, 2026
Analyst
-
Signal & Target
SELL
$158.00
Start Price
$158.16
Best Price (1Y)
$158.09
Current Price
$160.38
Return
-1.4%
Microsoft Corporation
MSFT
Jul 15, 2026
Analyst
Kirk Materne
Signal & Target
BUY
$525.00
Start Price
$384.93
Best Price (1Y)
$405.99
Current Price
$390.34
Return
+1.4%
Space Exploration Technologies Corp.
SPCX
Jul 14, 2026
Analyst
-
Signal & Target
BUY
$230.00
Start Price
$139.14
Best Price (1Y)
$143.33
Current Price
$115.26
Return
-17.2%
W.R. Berkley Corp.
WRB
Jul 10, 2026
Analyst
-
Signal & Target
SELL
$68.00
Start Price
$72.03
Best Price (1Y)
$68.56
Current Price
$72.36
Return
-0.5%
Chubb Limited
CB
Jul 10, 2026
Analyst
-
Signal & Target
BUY
$374.00
Start Price
$345.34
Best Price (1Y)
$355.70
Current Price
$343.23
Return
-0.6%
Air Products & Chemicals Inc.
APD
Jul 10, 2026
Analyst
Eric Boyes
Signal & Target
BUY
$342.00
Start Price
$298.92
Best Price (1Y)
$307.12
Current Price
$297.00
Return
-0.6%
Palomar Holdings Inc
PLMR
Jul 10, 2026
Analyst
-
Signal & Target
BUY
$152.00
Start Price
$138.30
Best Price (1Y)
$141.20
Current Price
$130.45
Return
-5.7%
Franklin Resources, Inc.
BEN
Jul 10, 2026
Analyst
-
Signal & Target
BUY
$35.00
Start Price
$33.84
Best Price (1Y)
$34.39
Current Price
$32.38
Return
-4.3%
Everest Group Ltd
EG
Jul 10, 2026
Analyst
-
Signal & Target
BUY
$375.00
Start Price
$371.63
Best Price (1Y)
$379.91
Current Price
$373.07
Return
+0.4%
Travelers Companies Inc.
TRV
Jul 10, 2026
Analyst
-
Signal & Target
SELL
$329.00
Start Price
$337.48
Best Price (1Y)
$325.39
Current Price
$372.08
Return
-10.3%
Cohen & Steers Inc.
CNS
Jul 10, 2026
Analyst
John Dunn
Signal & Target
BUY
$84.00
Start Price
$77.70
Best Price (1Y)
$84.91
Current Price
$80.42
Return
+3.5%
T. Rowe Price Group Inc.
TROW
Jul 10, 2026
Analyst
-
Signal & Target
BUY
$121.00
Start Price
$119.04
Best Price (1Y)
$119.97
Current Price
$116.03
Return
-2.5%
Allstate Corp (The)
ALL
Jul 10, 2026
Analyst
David Motemaden
Signal & Target
SELL
$240.00
Start Price
$250.59
Best Price (1Y)
$236.22
Current Price
$251.83
Return
-0.5%
Progressive Corp.
PGR
Jul 10, 2026
Analyst
-
Signal & Target
BUY
$240.00
Start Price
$229.64
Best Price (1Y)
$234.98
Current Price
$204.54
Return
-10.9%
Analyst
-
Signal & Target
SELL
$36.00
Start Price
$37.01
Best Price (1Y)
$35.94
Current Price
$38.98
Return
-5.3%
RenaissanceRe Holdings Ltd
RNR
Jul 10, 2026
Analyst
David Motemaden
Signal & Target
BUY
$320.00
Start Price
$313.14
Best Price (1Y)
$325.62
Current Price
$319.69
Return
+2.1%
Invesco Ltd
IVZ
Jul 10, 2026
Analyst
-
Signal & Target
BUY
$32.00
Start Price
$29.08
Best Price (1Y)
$31.02
Current Price
$30.50
Return
+4.9%
AllianceBernstein Holding Lp - Unit
AB
Jul 10, 2026
Analyst
-
Signal & Target
BUY
$39.00
Start Price
$37.39
Best Price (1Y)
$38.45
Current Price
$37.34
Return
-0.1%
Linde Plc.
LIN
Jul 10, 2026
Analyst
-
Signal & Target
SELL
$525.00
Start Price
$531.79
Best Price (1Y)
$505.10
Current Price
$508.67
Return
+4.3%
Blackrock Inc.
BLK
Jul 10, 2026
Analyst
-
Signal & Target
BUY
$1,145.00
Start Price
$1,040.29
Best Price (1Y)
$1,125.00
Current Price
$1,056.63
Return
+1.6%
Dominos Pizza Inc
DPZ
Jul 09, 2026
Analyst
-
Signal & Target
BUY
$350.00
Start Price
$302.35
Best Price (1Y)
$336.47
Current Price
$319.85
Return
+5.8%
PepsiCo Inc
PEP
Jul 09, 2026
Analyst
-
Signal & Target
BUY
$150.00
Start Price
$137.86
Best Price (1Y)
$141.96
Current Price
$135.65
Return
-1.6%
Palo Alto Networks Inc
PANW
Jul 08, 2026
Analyst
-
Signal & Target
BUY
$320.00
Start Price
$318.66
Best Price (1Y)
$368.67
Current Price
$335.28
Return
+5.2%
Crinetics Pharmaceuticals Inc
CRNX
Jul 08, 2026
Analyst
-
Signal & Target
BUY
$85.00
Start Price
$83.53
Best Price (1Y)
$84.02
Current Price
$83.72
Return
+0.2%
Palo Alto Networks Inc
PANW
Jul 08, 2026
Analyst
Peter Levine
Signal & Target
BUY
$415.00
Start Price
$320.58
Best Price (1Y)
$368.67
Current Price
$335.28
Return
+4.6%
Analyst
-
Signal & Target
BUY
$500.00
Start Price
$416.98
Best Price (1Y)
$463.48
Current Price
$441.70
Return
+5.9%
Occidental Petroleum Corp.
OXY
Jul 08, 2026
Analyst
-
Signal & Target
BUY
$65.00
Start Price
$51.68
Best Price (1Y)
$57.82
Current Price
$57.50
Return
+11.3%
Five Below Inc
FIVE
Jul 07, 2026
Analyst
-
Signal & Target
BUY
$215.00
Start Price
$175.78
Best Price (1Y)
$206.11
Current Price
$204.87
Return
+16.5%
Simon Property Group, Inc.
SPG
Jul 07, 2026
Analyst
-
Signal & Target
SELL
$215.00
Start Price
$227.81
Best Price (1Y)
$212.86
Current Price
$226.22
Return
+0.7%
Tanger Inc.
SKT
Jul 07, 2026
Analyst
-
Signal & Target
SELL
$39.00
Start Price
$39.99
Best Price (1Y)
$39.12
Current Price
$41.42
Return
-3.6%
Unum Group
UNM
Jul 07, 2026
Analyst
-
Signal & Target
BUY
$106.00
Start Price
$89.60
Best Price (1Y)
$90.90
Current Price
$87.79
Return
-2.0%
Federal Realty Investment Trust.
FRT
Jul 07, 2026
Analyst
-
Signal & Target
SELL
$122.00
Start Price
$122.61
Best Price (1Y)
$120.06
Current Price
$125.05
Return
-2.0%
Analyst
-
Signal & Target
BUY
$60.00
Start Price
$55.98
Best Price (1Y)
$59.83
Current Price
$54.20
Return
-3.2%
Kroger Co.
KR
Jul 07, 2026
Analyst
Michael Montani
Signal & Target
BUY
$78.00
Start Price
$59.56
Best Price (1Y)
$61.28
Current Price
$57.54
Return
-3.4%
Analyst
-
Signal & Target
BUY
$44.00
Start Price
$42.40
Best Price (1Y)
$44.39
Current Price
$43.36
Return
+2.3%
Macerich Co.
MAC
Jul 07, 2026
Analyst
-
Signal & Target
SELL
$24.00
Start Price
$25.49
Best Price (1Y)
$24.19
Current Price
$25.36
Return
+0.5%
Group 1 Automotive, Inc.
GPI
Jul 07, 2026
Analyst
-
Signal & Target
BUY
$440.00
Start Price
$298.27
Best Price (1Y)
$337.82
Current Price
$327.93
Return
+9.9%
Regency Centers Corporation
REG
Jul 07, 2026
Analyst
Steve Sakwa
Signal & Target
BUY
$81.00
Start Price
$80.87
Best Price (1Y)
$83.67
Current Price
$82.22
Return
+1.7%
Tractor Supply Co.
TSCO
Jul 07, 2026
Analyst
Oliver Wintermantel
Signal & Target
BUY
$40.00
Start Price
$30.61
Best Price (1Y)
$31.91
Current Price
$29.36
Return
-4.1%
iRhythm Technologies Inc
IRTC
Jul 06, 2026
Analyst
Vijay Kumar
Signal & Target
BUY
$150.00
Start Price
$124.40
Best Price (1Y)
$129.88
Current Price
$106.07
Return
-14.7%
Repligen Corp.
RGEN
Jul 06, 2026
Analyst
-
Signal & Target
BUY
$160.00
Start Price
$139.37
Best Price (1Y)
$150.90
Current Price
$140.09
Return
+0.5%
Natera Inc
NTRA
Jul 06, 2026
Analyst
-
Signal & Target
BUY
$300.00
Start Price
$281.26
Best Price (1Y)
$288.04
Current Price
$264.22
Return
-6.1%
PNC Financial Services Group Inc
PNC
Jul 06, 2026
Analyst
John Pancari
Signal & Target
BUY
$280.00
Start Price
$251.69
Best Price (1Y)
$256.49
Current Price
$252.51
Return
+0.3%
Citizens Financial Group Inc
CFG
Jul 06, 2026
Analyst
John Pancari
Signal & Target
BUY
$80.00
Start Price
$71.70
Best Price (1Y)
$74.70
Current Price
$72.44
Return
+1.0%
Regions Financial Corp.
RF
Jul 06, 2026
Analyst
-
Signal & Target
BUY
$31.00
Start Price
$30.36
Best Price (1Y)
$32.47
Current Price
$30.86
Return
+1.6%
Recent Upgrades / Downgrades
| Date | Stock | Action | From | To |
|---|---|---|---|---|
| Jul 21, 2026 |
WEX Inc
WEX
|
Upgrade | Outperform | |
| Jul 21, 2026 |
Hilton Worldwide Holdings Inc
HLT
|
Upgrade | Outperform | |
| Jul 20, 2026 |
Netflix Inc.
NFLX
|
Upgrade | Outperform | Outperform |
| Jul 20, 2026 |
Edgewise Therapeutics Inc
EWTX
|
Hold | Outperform | Outperform |
| Jul 20, 2026 |
U.S. Bancorp.
USB
|
Upgrade | Positive | Outperform |
| Jul 20, 2026 |
Lam Research Corp.
LRCX
|
Hold | Outperform | Outperform |
| Jul 17, 2026 |
Apple Inc
AAPL
|
Initialise | Outperform | Outperform |
| Jul 15, 2026 |
Microsoft Corporation
MSFT
|
Hold | Outperform | Outperform |
| Jul 14, 2026 |
Verizon Communications Inc
VZ
|
Initialise | Outperform | Outperform |
| Jul 14, 2026 |
Fuelcell Energy Inc
FCEL
|
Initialise | Outperform | |
| Jul 14, 2026 |
Salesforce Inc
CRM
|
Hold | Outperform | Outperform |
| Jul 14, 2026 |
Space Exploration Technologies Corp.
SPCX
|
Initialise | Outperform | |
| Jul 13, 2026 |
American Express Co.
AXP
|
Initialise | Neutral | |
| Jul 10, 2026 |
Franklin Resources, Inc.
BEN
|
Hold | Underperform | Underperform |
| Jul 10, 2026 |
Air Products & Chemicals Inc.
APD
|
Hold | Outperform | Outperform |
| Jul 10, 2026 |
Linde Plc.
LIN
|
Hold | Outperform | Outperform |
| Jul 10, 2026 |
Blackrock Inc.
BLK
|
Hold | Outperform | Outperform |
| Jul 10, 2026 |
Cohen & Steers Inc.
CNS
|
Hold | Outperform | Outperform |
| Jul 10, 2026 |
W.R. Berkley Corp.
WRB
|
Hold | Underperform | Underperform |
| Jul 10, 2026 |
Chubb Limited
CB
|
Hold | Outperform | Outperform |
| Jul 09, 2026 |
Dominos Pizza Inc
DPZ
|
Hold | Outperform | Outperform |
| Jul 08, 2026 |
Compass Pathways Plc - ADR
CMPS
|
Upgrade | Outperform | |
| Jul 08, 2026 |
Palo Alto Networks Inc
PANW
|
Hold | Outperform | Outperform |
| Jul 08, 2026 |
Bloom Energy Corp - Ordinary Shares - Class A
BE
|
Upgrade | Outperform | Outperform |
| Jul 08, 2026 |
Apple Inc
AAPL
|
Hold | Outperform | Outperform |
| Jul 08, 2026 |
Occidental Petroleum Corp.
OXY
|
Upgrade | Outperform | |
| Jul 08, 2026 |
Dollar Tree Inc
DLTR
|
Upgrade | Positive | Outperform |
| Jul 08, 2026 |
Dell Technologies Inc - Ordinary Shares - Class C
DELL
|
Hold | Outperform | Outperform |
| Jul 07, 2026 |
Phillips Edison & Company Inc - Ordinary Shares - New
PECO
|
Hold | Outperform | Outperform |
| Jul 07, 2026 |
Kroger Co.
KR
|
Hold | Outperform | Outperform |
| Jul 07, 2026 |
Tractor Supply Co.
TSCO
|
Hold | Outperform | Outperform |
| Jul 07, 2026 |
Unum Group
UNM
|
Hold | Outperform | Outperform |
| Jul 06, 2026 |
Regions Financial Corp.
RF
|
Hold | Underperform | Underperform |
| Jul 06, 2026 |
COPT Defense Properties
CDP
|
Hold | Outperform | Outperform |
| Jul 06, 2026 |
Revvity Inc.
RVTY
|
Hold | Outperform | Outperform |
| Jul 06, 2026 |
Bread Financial Holdings Inc
BFH
|
Hold | Outperform | Outperform |
| Jul 06, 2026 |
Transmedics Group Inc
TMDX
|
Hold | Outperform | Outperform |
| Jul 06, 2026 |
National Storage Affiliates Trust
NSA
|
Hold | Cautious | Cautious |
| Jul 06, 2026 |
Natera Inc
NTRA
|
Hold | Outperform | Outperform |
| Jul 06, 2026 |
iRhythm Technologies Inc
IRTC
|
Hold | Outperform | Outperform |
| Jul 06, 2026 |
Pinnacle Financial Partners Inc.
PNFP
|
Hold | Outperform | Outperform |
| Jul 06, 2026 |
West Pharmaceutical Services, Inc.
WST
|
Hold | Outperform | Outperform |
| Jul 06, 2026 |
Penumbra Inc
PEN
|
Hold | Outperform | Outperform |
| Jul 06, 2026 |
Guardant Health Inc
GH
|
Hold | Outperform | Outperform |
| Jul 06, 2026 |
Cousins Properties Inc.
CUZ
|
Hold | Outperform | Outperform |
| Jul 06, 2026 |
Mettler-Toledo International, Inc.
MTD
|
Hold | Outperform | Outperform |
| Jul 06, 2026 |
Vornado Realty Trust
VNO
|
Hold | Outperform | Outperform |
| Jul 06, 2026 |
Bank Of America Corp.
BAC
|
Hold | Outperform | Outperform |
| Jul 06, 2026 |
Goldman Sachs Group, Inc.
GS
|
Hold | Outperform | Outperform |
| Jul 06, 2026 |
JPMorgan Chase & Co.
JPM
|
Hold | Outperform | Outperform |
WEX Inc
WEX
Jul 21
Action
Upgrade
From
-
To
Outperform
Action
Upgrade
From
-
To
Outperform
Netflix Inc.
NFLX
Jul 20
Action
Upgrade
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
U.S. Bancorp.
USB
Jul 20
Action
Upgrade
From
Positive
To
Outperform
Lam Research Corp.
LRCX
Jul 20
Action
Hold
From
Outperform
To
Outperform
Apple Inc
AAPL
Jul 17
Action
Initialise
From
Outperform
To
Outperform
Microsoft Corporation
MSFT
Jul 15
Action
Hold
From
Outperform
To
Outperform
Action
Initialise
From
Outperform
To
Outperform
Fuelcell Energy Inc
FCEL
Jul 14
Action
Initialise
From
-
To
Outperform
Salesforce Inc
CRM
Jul 14
Action
Hold
From
Outperform
To
Outperform
Action
Initialise
From
-
To
Outperform
American Express Co.
AXP
Jul 13
Action
Initialise
From
-
To
Neutral
Franklin Resources, Inc.
BEN
Jul 10
Action
Hold
From
Underperform
To
Underperform
Action
Hold
From
Outperform
To
Outperform
Linde Plc.
LIN
Jul 10
Action
Hold
From
Outperform
To
Outperform
Blackrock Inc.
BLK
Jul 10
Action
Hold
From
Outperform
To
Outperform
Cohen & Steers Inc.
CNS
Jul 10
Action
Hold
From
Outperform
To
Outperform
W.R. Berkley Corp.
WRB
Jul 10
Action
Hold
From
Underperform
To
Underperform
Chubb Limited
CB
Jul 10
Action
Hold
From
Outperform
To
Outperform
Dominos Pizza Inc
DPZ
Jul 09
Action
Hold
From
Outperform
To
Outperform
Action
Upgrade
From
-
To
Outperform
Palo Alto Networks Inc
PANW
Jul 08
Action
Hold
From
Outperform
To
Outperform
Action
Upgrade
From
Outperform
To
Outperform
Apple Inc
AAPL
Jul 08
Action
Hold
From
Outperform
To
Outperform
Action
Upgrade
From
-
To
Outperform
Dollar Tree Inc
DLTR
Jul 08
Action
Upgrade
From
Positive
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Kroger Co.
KR
Jul 07
Action
Hold
From
Outperform
To
Outperform
Tractor Supply Co.
TSCO
Jul 07
Action
Hold
From
Outperform
To
Outperform
Unum Group
UNM
Jul 07
Action
Hold
From
Outperform
To
Outperform
Regions Financial Corp.
RF
Jul 06
Action
Hold
From
Underperform
To
Underperform
COPT Defense Properties
CDP
Jul 06
Action
Hold
From
Outperform
To
Outperform
Revvity Inc.
RVTY
Jul 06
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Transmedics Group Inc
TMDX
Jul 06
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Cautious
To
Cautious
Natera Inc
NTRA
Jul 06
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Penumbra Inc
PEN
Jul 06
Action
Hold
From
Outperform
To
Outperform
Guardant Health Inc
GH
Jul 06
Action
Hold
From
Outperform
To
Outperform
Cousins Properties Inc.
CUZ
Jul 06
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Vornado Realty Trust
VNO
Jul 06
Action
Hold
From
Outperform
To
Outperform
Bank Of America Corp.
BAC
Jul 06
Action
Hold
From
Outperform
To
Outperform
Goldman Sachs Group, Inc.
GS
Jul 06
Action
Hold
From
Outperform
To
Outperform
JPMorgan Chase & Co.
JPM
Jul 06
Action
Hold
From
Outperform
To
Outperform