KeyBanc Score: 37
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.
+10.4%
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 📉
51%
668 W / 648 L
Target Met
How often was the target reached?
Hits vs. Total.
Hits vs. Total.
76%
622 W / 195 L
Precision Hit
How often precise (±3%)?
Hits vs. Total.
Hits vs. Total.
16%
127 W / 690 L
Bullseye Hit
How often perfect (±1%)?
Hits vs. Total.
Hits vs. Total.
6%
48 W / 769 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%
333 W / 352 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).
51%
648 W / 624 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).
45%
20 W / 24 L
Latest Price Targets
| Date | Stock | Signal | Analyst | Target | Start Price | Best Price (1Y) | Current Price |
|---|---|---|---|---|---|---|---|
| Jul 21, 2026 |
ICU Medical, Inc.
ICUI
|
BUY | Brett Fishbin |
$182.00
Est. +16%
|
$157.34 | $159.93 |
$157.44
+0.1%
|
| Jul 21, 2026 |
Integer Holdings Corp
ITGR
|
BUY | Brett Fishbin |
$104.00
Est. +8%
|
$96.09 | $97.54 |
$96.56
+0.5%
|
| Jul 17, 2026 |
Unitedhealth Group Inc
UNH
|
BUY | Matthew Gillmor |
$500.00
Est. +18%
|
$423.38 | $438.05 |
$431.31
+1.9%
|
| Jul 16, 2026 |
Amazon.com Inc.
AMZN
|
BUY | - |
$335.00
Est. +31%
|
$254.96 | $258.08 |
$244.85
-4.0%
|
| Jul 16, 2026 |
Netskope, Inc. Class A Common Stock
NTSK
|
BUY | - |
$16.00
Est. +21%
|
$13.25 | $13.93 |
$11.96
-9.8%
|
| Jul 16, 2026 |
Commvault Systems Inc
CVLT
|
BUY | Eric Heath |
$175.00
Est. +20%
|
$146.13 | $151.38 |
$140.24
-4.0%
|
| Jul 16, 2026 |
Zscaler Inc
ZS
|
BUY | - |
$185.00
Est. +25%
|
$148.19 | $153.29 |
$142.26
-4.0%
|
| Jul 16, 2026 |
Datadog Inc - Ordinary Shares - Class A
DDOG
|
BUY | - |
$320.00
Est. +21%
|
$264.46 | $266.91 |
$245.77
-7.1%
|
| Jul 16, 2026 |
Ollies Bargain Outlet Holdings Inc
OLLI
|
BUY | Bradley Thomas |
$98.00
Est. +50%
|
$65.46 | $69.13 |
$66.45
+1.5%
|
| Jul 16, 2026 |
Snowflake Inc - Ordinary Shares - Class A
SNOW
|
BUY | Eric Heath |
$325.00
Est. +20%
|
$271.87 | $275.29 |
$267.80
-1.5%
|
| Jul 16, 2026 |
Dynatrace Inc
DT
|
BUY | Eric Heath |
$53.00
Est. +17%
|
$45.17 | $45.80 |
$41.36
-8.4%
|
| Jul 15, 2026 |
Brinker International, Inc.
EAT
|
BUY | - |
$204.00
Est. +10%
|
$185.33 | $192.49 |
$187.23
+1.0%
|
| Jul 14, 2026 |
Unitedhealth Group Inc
UNH
|
BUY | Matthew Gillmor |
$475.00
Est. +11%
|
$429.09 | $461.00 |
$431.31
+0.5%
|
| Jul 14, 2026 |
Acadia Healthcare Company Inc
ACHC
|
BUY | - |
$40.00
Est. +31%
|
$30.56 | $35.82 |
$34.78
+13.8%
|
| Jul 14, 2026 |
Micron Technology Inc.
MU
|
BUY | - |
$1,750.00
Est. +87%
|
$937.00 | $994.80 |
$959.48
+2.4%
|
| Jul 14, 2026 |
NVIDIA Corp
NVDA
|
BUY | John Vinh |
$330.00
Est. +62%
|
$203.53 | $214.39 |
$212.04
+4.2%
|
| Jul 14, 2026 |
Texas Instruments Inc.
TXN
|
BUY | - |
$390.00
Est. +31%
|
$298.57 | $312.01 |
$294.19
-1.5%
|
| Jul 14, 2026 |
Advanced Micro Devices Inc.
AMD
|
BUY | - |
$725.00
Est. +36%
|
$534.39 | $574.20 |
$552.33
+3.4%
|
| Jul 14, 2026 |
Marvell Technology Inc
MRVL
|
BUY | - |
$400.00
Est. +84%
|
$217.53 | $232.00 |
$210.99
-3.0%
|
| Jul 14, 2026 |
BrightSpring Health Services Inc
BTSG
|
BUY | - |
$80.00
Est. +15%
|
$69.64 | $73.01 |
$69.74
+0.1%
|
| Jul 14, 2026 |
Cirrus Logic, Inc.
CRUS
|
BUY | John Vinh |
$190.00
Est. +30%
|
$146.51 | $149.15 |
$139.49
-4.8%
|
| Jul 14, 2026 |
Intel Corp.
INTC
|
BUY | - |
$155.00
Est. +50%
|
$103.12 | $109.49 |
$102.62
-0.5%
|
| Jul 14, 2026 |
Middleby Corp.
MIDD
|
BUY | - |
$152.00
Est. +13%
|
$134.92 | $138.75 |
$130.99
-2.9%
|
| Jul 14, 2026 |
Analog Devices Inc.
ADI
|
BUY | - |
$525.00
Est. +36%
|
$386.01 | $400.47 |
$386.73
+0.2%
|
| Jul 13, 2026 |
Watts Water Technologies, Inc. - Ordinary Shares - Class A
WTS
|
BUY | Jeffrey Hammond |
$380.00
Est. +8%
|
$352.36 | $359.12 |
$341.54
-3.1%
|
| Jul 13, 2026 |
Eastgroup Properties, Inc.
EGP
|
BUY | - |
$220.00
Est. +5%
|
$209.62 | $226.71 |
$216.33
+3.2%
|
| Jul 13, 2026 |
Enpro Inc
NPO
|
BUY | - |
$370.00
Est. +12%
|
$330.92 | $341.71 |
$334.49
+1.1%
|
| Jul 13, 2026 |
Progyny Inc
PGNY
|
BUY | - |
$35.00
Est. +14%
|
$30.65 | $33.06 |
$31.35
+2.3%
|
| Jul 13, 2026 |
Helios Technologies Inc
HLIO
|
BUY | Jeffrey Hammond |
$95.00
Est. +19%
|
$80.03 | $83.35 |
$80.73
+0.9%
|
| Jul 13, 2026 |
Emerson Electric Co.
EMR
|
BUY | Ken Newman |
$170.00
Est. +22%
|
$138.88 | $142.37 |
$139.57
+0.5%
|
| Jul 13, 2026 |
LifeStance Health Group Inc
LFST
|
BUY | Steve Dechert |
$13.00
Est. +21%
|
$10.71 | $11.68 |
$11.01
+2.8%
|
| Jul 13, 2026 |
Vontier Corporation
VNT
|
BUY | - |
$35.00
Est. +19%
|
$29.42 | $31.00 |
$30.19
+2.6%
|
| Jul 13, 2026 |
SiteOne Landscape Supply Inc
SITE
|
BUY | - |
$145.00
Est. +36%
|
$106.95 | $109.73 |
$103.23
-3.5%
|
| Jul 13, 2026 |
Timken Co.
TKR
|
BUY | - |
$160.00
Est. +17%
|
$137.31 | $142.51 |
$141.64
+3.2%
|
| Jul 13, 2026 |
Netflix Inc.
NFLX
|
BUY | Justin Patterson |
$92.00
Est. +25%
|
$73.37 | $75.45 |
$68.53
-6.6%
|
| Jul 13, 2026 |
Park-Ohio Holdings Corp.
PKOH
|
BUY | - |
$45.00
Est. +24%
|
$36.24 | $39.73 |
$38.59
+6.5%
|
| Jul 13, 2026 |
Builders Firstsource Inc
BLDR
|
BUY | - |
$91.00
Est. +20%
|
$75.69 | $79.99 |
$71.03
-6.2%
|
| Jul 10, 2026 |
Okta Inc - Ordinary Shares - Class A
OKTA
|
BUY | - |
$175.00
Est. +20%
|
$145.65 | $157.00 |
$136.69
-6.2%
|
| Jul 10, 2026 |
Alphabet Inc - Ordinary Shares - Class C
GOOG
|
BUY | - |
$445.00
Est. +26%
|
$353.13 | $374.35 |
$341.91
-3.2%
|
| Jul 09, 2026 |
Broadstone Net Lease Inc
BNL
|
BUY | Upal Rana |
$24.00
Est. +10%
|
$21.85 | $23.10 |
$22.69
+3.8%
|
| Jul 08, 2026 |
Atlassian Corporation - Ordinary Shares - Class A
TEAM
|
BUY | - |
$115.00
Est. +30%
|
$88.39 | $96.38 |
$85.40
-3.4%
|
| Jul 07, 2026 |
Williams-Sonoma, Inc.
WSM
|
BUY | - |
$250.00
Est. +12%
|
$223.83 | $233.74 |
$222.34
-0.7%
|
| Jul 02, 2026 |
West Pharmaceutical Services, Inc.
WST
|
BUY | - |
$390.00
Est. +7%
|
$365.00 | $367.79 |
$358.72
-1.7%
|
| Jul 01, 2026 |
MSC Industrial Direct Co., Inc. - Ordinary Shares - Class A
MSM
|
BUY | Ken Newman |
$145.00
Est. +18%
|
$123.34 | $127.55 |
$127.28
+3.2%
|
| Jul 01, 2026 |
Waystar Holding Corp
WAY
|
BUY | - |
$30.00
Est. +40%
|
$21.43 | $24.76 |
$20.79
-3.0%
|
| Jun 29, 2026 |
Applied Materials Inc.
AMAT
|
BUY | - |
$750.00
Est. +20%
|
$626.84 | $739.67 |
$553.92
-11.6%
|
| Jun 29, 2026 |
MKS Instruments, Inc.
MKSI
|
BUY | Steve Barger |
$475.00
Est. +22%
|
$388.61 | $447.62 |
$344.84
-11.3%
|
| Jun 29, 2026 |
McDonald`s Corp
MCD
|
BUY | - |
$315.00
Est. +17%
|
$269.76 | $287.10 |
$263.57
-2.3%
|
| Jun 26, 2026 |
AeroVironment Inc.
AVAV
|
BUY | - |
$220.00
Est. +61%
|
$136.68 | $200.38 |
$150.35
+10.0%
|
| Jun 25, 2026 |
Micron Technology Inc.
MU
|
BUY | John Vinh |
$1,600.00
Est. +53%
|
$1,048.51 | $1,255.00 |
$959.48
-8.5%
|
ICU Medical, Inc.
ICUI
Jul 21, 2026
Analyst
Brett Fishbin
Signal & Target
BUY
$182.00
Start Price
$157.34
Best Price (1Y)
$159.93
Current Price
$157.44
Return
+0.1%
Integer Holdings Corp
ITGR
Jul 21, 2026
Analyst
Brett Fishbin
Signal & Target
BUY
$104.00
Start Price
$96.09
Best Price (1Y)
$97.54
Current Price
$96.56
Return
+0.5%
Unitedhealth Group Inc
UNH
Jul 17, 2026
Analyst
Matthew Gillmor
Signal & Target
BUY
$500.00
Start Price
$423.38
Best Price (1Y)
$438.05
Current Price
$431.31
Return
+1.9%
Amazon.com Inc.
AMZN
Jul 16, 2026
Analyst
-
Signal & Target
BUY
$335.00
Start Price
$254.96
Best Price (1Y)
$258.08
Current Price
$244.85
Return
-4.0%
Netskope, Inc. Class A Common Stock
NTSK
Jul 16, 2026
Analyst
-
Signal & Target
BUY
$16.00
Start Price
$13.25
Best Price (1Y)
$13.93
Current Price
$11.96
Return
-9.8%
Commvault Systems Inc
CVLT
Jul 16, 2026
Analyst
Eric Heath
Signal & Target
BUY
$175.00
Start Price
$146.13
Best Price (1Y)
$151.38
Current Price
$140.24
Return
-4.0%
Zscaler Inc
ZS
Jul 16, 2026
Analyst
-
Signal & Target
BUY
$185.00
Start Price
$148.19
Best Price (1Y)
$153.29
Current Price
$142.26
Return
-4.0%
Datadog Inc - Ordinary Shares - Class A
DDOG
Jul 16, 2026
Analyst
-
Signal & Target
BUY
$320.00
Start Price
$264.46
Best Price (1Y)
$266.91
Current Price
$245.77
Return
-7.1%
Ollies Bargain Outlet Holdings Inc
OLLI
Jul 16, 2026
Analyst
Bradley Thomas
Signal & Target
BUY
$98.00
Start Price
$65.46
Best Price (1Y)
$69.13
Current Price
$66.45
Return
+1.5%
Snowflake Inc - Ordinary Shares - Class A
SNOW
Jul 16, 2026
Analyst
Eric Heath
Signal & Target
BUY
$325.00
Start Price
$271.87
Best Price (1Y)
$275.29
Current Price
$267.80
Return
-1.5%
Dynatrace Inc
DT
Jul 16, 2026
Analyst
Eric Heath
Signal & Target
BUY
$53.00
Start Price
$45.17
Best Price (1Y)
$45.80
Current Price
$41.36
Return
-8.4%
Brinker International, Inc.
EAT
Jul 15, 2026
Analyst
-
Signal & Target
BUY
$204.00
Start Price
$185.33
Best Price (1Y)
$192.49
Current Price
$187.23
Return
+1.0%
Unitedhealth Group Inc
UNH
Jul 14, 2026
Analyst
Matthew Gillmor
Signal & Target
BUY
$475.00
Start Price
$429.09
Best Price (1Y)
$461.00
Current Price
$431.31
Return
+0.5%
Acadia Healthcare Company Inc
ACHC
Jul 14, 2026
Analyst
-
Signal & Target
BUY
$40.00
Start Price
$30.56
Best Price (1Y)
$35.82
Current Price
$34.78
Return
+13.8%
Micron Technology Inc.
MU
Jul 14, 2026
Analyst
-
Signal & Target
BUY
$1,750.00
Start Price
$937.00
Best Price (1Y)
$994.80
Current Price
$959.48
Return
+2.4%
NVIDIA Corp
NVDA
Jul 14, 2026
Analyst
John Vinh
Signal & Target
BUY
$330.00
Start Price
$203.53
Best Price (1Y)
$214.39
Current Price
$212.04
Return
+4.2%
Texas Instruments Inc.
TXN
Jul 14, 2026
Analyst
-
Signal & Target
BUY
$390.00
Start Price
$298.57
Best Price (1Y)
$312.01
Current Price
$294.19
Return
-1.5%
Advanced Micro Devices Inc.
AMD
Jul 14, 2026
Analyst
-
Signal & Target
BUY
$725.00
Start Price
$534.39
Best Price (1Y)
$574.20
Current Price
$552.33
Return
+3.4%
Marvell Technology Inc
MRVL
Jul 14, 2026
Analyst
-
Signal & Target
BUY
$400.00
Start Price
$217.53
Best Price (1Y)
$232.00
Current Price
$210.99
Return
-3.0%
BrightSpring Health Services Inc
BTSG
Jul 14, 2026
Analyst
-
Signal & Target
BUY
$80.00
Start Price
$69.64
Best Price (1Y)
$73.01
Current Price
$69.74
Return
+0.1%
Cirrus Logic, Inc.
CRUS
Jul 14, 2026
Analyst
John Vinh
Signal & Target
BUY
$190.00
Start Price
$146.51
Best Price (1Y)
$149.15
Current Price
$139.49
Return
-4.8%
Intel Corp.
INTC
Jul 14, 2026
Analyst
-
Signal & Target
BUY
$155.00
Start Price
$103.12
Best Price (1Y)
$109.49
Current Price
$102.62
Return
-0.5%
Middleby Corp.
MIDD
Jul 14, 2026
Analyst
-
Signal & Target
BUY
$152.00
Start Price
$134.92
Best Price (1Y)
$138.75
Current Price
$130.99
Return
-2.9%
Analog Devices Inc.
ADI
Jul 14, 2026
Analyst
-
Signal & Target
BUY
$525.00
Start Price
$386.01
Best Price (1Y)
$400.47
Current Price
$386.73
Return
+0.2%
Analyst
Jeffrey Hammond
Signal & Target
BUY
$380.00
Start Price
$352.36
Best Price (1Y)
$359.12
Current Price
$341.54
Return
-3.1%
Eastgroup Properties, Inc.
EGP
Jul 13, 2026
Analyst
-
Signal & Target
BUY
$220.00
Start Price
$209.62
Best Price (1Y)
$226.71
Current Price
$216.33
Return
+3.2%
Enpro Inc
NPO
Jul 13, 2026
Analyst
-
Signal & Target
BUY
$370.00
Start Price
$330.92
Best Price (1Y)
$341.71
Current Price
$334.49
Return
+1.1%
Progyny Inc
PGNY
Jul 13, 2026
Analyst
-
Signal & Target
BUY
$35.00
Start Price
$30.65
Best Price (1Y)
$33.06
Current Price
$31.35
Return
+2.3%
Helios Technologies Inc
HLIO
Jul 13, 2026
Analyst
Jeffrey Hammond
Signal & Target
BUY
$95.00
Start Price
$80.03
Best Price (1Y)
$83.35
Current Price
$80.73
Return
+0.9%
Emerson Electric Co.
EMR
Jul 13, 2026
Analyst
Ken Newman
Signal & Target
BUY
$170.00
Start Price
$138.88
Best Price (1Y)
$142.37
Current Price
$139.57
Return
+0.5%
LifeStance Health Group Inc
LFST
Jul 13, 2026
Analyst
Steve Dechert
Signal & Target
BUY
$13.00
Start Price
$10.71
Best Price (1Y)
$11.68
Current Price
$11.01
Return
+2.8%
Vontier Corporation
VNT
Jul 13, 2026
Analyst
-
Signal & Target
BUY
$35.00
Start Price
$29.42
Best Price (1Y)
$31.00
Current Price
$30.19
Return
+2.6%
SiteOne Landscape Supply Inc
SITE
Jul 13, 2026
Analyst
-
Signal & Target
BUY
$145.00
Start Price
$106.95
Best Price (1Y)
$109.73
Current Price
$103.23
Return
-3.5%
Timken Co.
TKR
Jul 13, 2026
Analyst
-
Signal & Target
BUY
$160.00
Start Price
$137.31
Best Price (1Y)
$142.51
Current Price
$141.64
Return
+3.2%
Netflix Inc.
NFLX
Jul 13, 2026
Analyst
Justin Patterson
Signal & Target
BUY
$92.00
Start Price
$73.37
Best Price (1Y)
$75.45
Current Price
$68.53
Return
-6.6%
Park-Ohio Holdings Corp.
PKOH
Jul 13, 2026
Analyst
-
Signal & Target
BUY
$45.00
Start Price
$36.24
Best Price (1Y)
$39.73
Current Price
$38.59
Return
+6.5%
Builders Firstsource Inc
BLDR
Jul 13, 2026
Analyst
-
Signal & Target
BUY
$91.00
Start Price
$75.69
Best Price (1Y)
$79.99
Current Price
$71.03
Return
-6.2%
Okta Inc - Ordinary Shares - Class A
OKTA
Jul 10, 2026
Analyst
-
Signal & Target
BUY
$175.00
Start Price
$145.65
Best Price (1Y)
$157.00
Current Price
$136.69
Return
-6.2%
Alphabet Inc - Ordinary Shares - Class C
GOOG
Jul 10, 2026
Analyst
-
Signal & Target
BUY
$445.00
Start Price
$353.13
Best Price (1Y)
$374.35
Current Price
$341.91
Return
-3.2%
Broadstone Net Lease Inc
BNL
Jul 09, 2026
Analyst
Upal Rana
Signal & Target
BUY
$24.00
Start Price
$21.85
Best Price (1Y)
$23.10
Current Price
$22.69
Return
+3.8%
Analyst
-
Signal & Target
BUY
$115.00
Start Price
$88.39
Best Price (1Y)
$96.38
Current Price
$85.40
Return
-3.4%
Williams-Sonoma, Inc.
WSM
Jul 07, 2026
Analyst
-
Signal & Target
BUY
$250.00
Start Price
$223.83
Best Price (1Y)
$233.74
Current Price
$222.34
Return
-0.7%
West Pharmaceutical Services, Inc.
WST
Jul 02, 2026
Analyst
-
Signal & Target
BUY
$390.00
Start Price
$365.00
Best Price (1Y)
$367.79
Current Price
$358.72
Return
-1.7%
Analyst
Ken Newman
Signal & Target
BUY
$145.00
Start Price
$123.34
Best Price (1Y)
$127.55
Current Price
$127.28
Return
+3.2%
Waystar Holding Corp
WAY
Jul 01, 2026
Analyst
-
Signal & Target
BUY
$30.00
Start Price
$21.43
Best Price (1Y)
$24.76
Current Price
$20.79
Return
-3.0%
Applied Materials Inc.
AMAT
Jun 29, 2026
Analyst
-
Signal & Target
BUY
$750.00
Start Price
$626.84
Best Price (1Y)
$739.67
Current Price
$553.92
Return
-11.6%
MKS Instruments, Inc.
MKSI
Jun 29, 2026
Analyst
Steve Barger
Signal & Target
BUY
$475.00
Start Price
$388.61
Best Price (1Y)
$447.62
Current Price
$344.84
Return
-11.3%
McDonald`s Corp
MCD
Jun 29, 2026
Analyst
-
Signal & Target
BUY
$315.00
Start Price
$269.76
Best Price (1Y)
$287.10
Current Price
$263.57
Return
-2.3%
AeroVironment Inc.
AVAV
Jun 26, 2026
Analyst
-
Signal & Target
BUY
$220.00
Start Price
$136.68
Best Price (1Y)
$200.38
Current Price
$150.35
Return
+10.0%
Micron Technology Inc.
MU
Jun 25, 2026
Analyst
John Vinh
Signal & Target
BUY
$1,600.00
Start Price
$1,048.51
Best Price (1Y)
$1,255.00
Current Price
$959.48
Return
-8.5%
Recent Upgrades / Downgrades
| Date | Stock | Action | From | To |
|---|---|---|---|---|
| Jul 21, 2026 |
Integer Holdings Corp
ITGR
|
Hold | Overweight | Overweight |
| Jul 21, 2026 |
ICU Medical, Inc.
ICUI
|
Hold | Overweight | Overweight |
| Jul 21, 2026 |
Dominos Pizza Inc
DPZ
|
Hold | Sector Weight | Sector Weight |
| Jul 21, 2026 |
ServiceNow Inc
NOW
|
Hold | Underweight | Underweight |
| Jul 20, 2026 |
Crown Castle Inc
CCI
|
Hold | Hold | Hold |
| Jul 20, 2026 |
Hayward Holdings Inc
HAYW
|
Hold | Sector Weight | Sector Weight |
| Jul 20, 2026 |
Micron Technology Inc.
MU
|
Hold | Overweight | Overweight |
| Jul 16, 2026 |
Rubrik Inc. - Ordinary Shares - Class A
RBRK
|
Hold | Overweight | Overweight |
| Jul 16, 2026 |
Commvault Systems Inc
CVLT
|
Hold | Overweight | Overweight |
| Jul 16, 2026 |
Ollies Bargain Outlet Holdings Inc
OLLI
|
Hold | Overweight | Overweight |
| Jul 16, 2026 |
Snowflake Inc - Ordinary Shares - Class A
SNOW
|
Hold | Overweight | Overweight |
| Jul 16, 2026 |
Zscaler Inc
ZS
|
Hold | Overweight | Overweight |
| Jul 16, 2026 |
Amazon.com Inc.
AMZN
|
Hold | Overweight | Overweight |
| Jul 16, 2026 |
Dynatrace Inc
DT
|
Hold | Overweight | Overweight |
| Jul 16, 2026 |
Datadog Inc - Ordinary Shares - Class A
DDOG
|
Hold | Overweight | Overweight |
| Jul 16, 2026 |
Netskope, Inc. Class A Common Stock
NTSK
|
Hold | Overweight | Overweight |
| Jul 15, 2026 |
Brinker International, Inc.
EAT
|
Hold | Overweight | Overweight |
| Jul 15, 2026 |
McDonald`s Corp
MCD
|
Hold | Overweight | Overweight |
| Jul 14, 2026 |
Acadia Healthcare Company Inc
ACHC
|
Hold | Overweight | Overweight |
| Jul 14, 2026 |
Cirrus Logic, Inc.
CRUS
|
Hold | Overweight | Overweight |
| Jul 14, 2026 |
NVIDIA Corp
NVDA
|
Hold | Overweight | Overweight |
| Jul 14, 2026 |
Marvell Technology Inc
MRVL
|
Hold | Overweight | Overweight |
| Jul 14, 2026 |
Analog Devices Inc.
ADI
|
Hold | Overweight | Overweight |
| Jul 14, 2026 |
Texas Instruments Inc.
TXN
|
Hold | Overweight | Overweight |
| Jul 14, 2026 |
Fuelcell Energy Inc
FCEL
|
Downgrade | Sector Weight | Sector Weight |
| Jul 14, 2026 |
Arm Holdings plc. - ADR
ARM
|
Hold | Overweight | Overweight |
| Jul 14, 2026 |
Verizon Communications Inc
VZ
|
Downgrade | Sector Weight | Negative |
| Jul 14, 2026 |
Advanced Micro Devices Inc.
AMD
|
Hold | Overweight | Overweight |
| Jul 14, 2026 |
Intel Corp.
INTC
|
Hold | Overweight | Overweight |
| Jul 14, 2026 |
BrightSpring Health Services Inc
BTSG
|
Hold | Overweight | Overweight |
| Jul 14, 2026 |
DoorDash Inc - Ordinary Shares - Class A
DASH
|
Hold | Overweight | Overweight |
| Jul 14, 2026 |
Apple Inc
AAPL
|
Downgrade | Sector Weight | Underweight |
| Jul 14, 2026 |
Unitedhealth Group Inc
UNH
|
Hold | Overweight | Overweight |
| Jul 14, 2026 |
Skyworks Solutions, Inc.
SWKS
|
Downgrade | Overweight | Sector Weight |
| Jul 13, 2026 |
Progyny Inc
PGNY
|
Hold | Overweight | Overweight |
| Jul 13, 2026 |
LifeStance Health Group Inc
LFST
|
Hold | Overweight | Overweight |
| Jul 13, 2026 |
Helios Technologies Inc
HLIO
|
Hold | Overweight | Overweight |
| Jul 13, 2026 |
SiteOne Landscape Supply Inc
SITE
|
Initialise | Overweight | |
| Jul 13, 2026 |
Park-Ohio Holdings Corp.
PKOH
|
Hold | Overweight | Overweight |
| Jul 13, 2026 |
Eastgroup Properties, Inc.
EGP
|
Hold | Overweight | Overweight |
| Jul 13, 2026 |
Enpro Inc
NPO
|
Hold | Overweight | Overweight |
| Jul 13, 2026 |
Applied Industrial Technologies Inc.
AIT
|
Hold | Overweight | Overweight |
| Jul 13, 2026 |
Watts Water Technologies, Inc. - Ordinary Shares - Class A
WTS
|
Hold | Overweight | Overweight |
| Jul 13, 2026 |
Timken Co.
TKR
|
Hold | Overweight | Overweight |
| Jul 13, 2026 |
Netflix Inc.
NFLX
|
Hold | Overweight | Overweight |
| Jul 13, 2026 |
Emerson Electric Co.
EMR
|
Hold | Overweight | Overweight |
| Jul 09, 2026 |
Broadstone Net Lease Inc
BNL
|
Hold | Overweight | Overweight |
| Jul 09, 2026 |
Astrazeneca plc - ADR
AZN
|
Downgrade | Sector Weight | |
| Jul 09, 2026 |
Five Below Inc
FIVE
|
Downgrade | Sector Weight | Sector Weight |
| Jul 09, 2026 |
Amazon.com Inc.
AMZN
|
Downgrade | Overweight | Sector Weight |
Integer Holdings Corp
ITGR
Jul 21
Action
Hold
From
Overweight
To
Overweight
ICU Medical, Inc.
ICUI
Jul 21
Action
Hold
From
Overweight
To
Overweight
Dominos Pizza Inc
DPZ
Jul 21
Action
Hold
From
Sector Weight
To
Sector Weight
ServiceNow Inc
NOW
Jul 21
Action
Hold
From
Underweight
To
Underweight
Crown Castle Inc
CCI
Jul 20
Action
Hold
From
Hold
To
Hold
Hayward Holdings Inc
HAYW
Jul 20
Action
Hold
From
Sector Weight
To
Sector Weight
Micron Technology Inc.
MU
Jul 20
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Commvault Systems Inc
CVLT
Jul 16
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Zscaler Inc
ZS
Jul 16
Action
Hold
From
Overweight
To
Overweight
Amazon.com Inc.
AMZN
Jul 16
Action
Hold
From
Overweight
To
Overweight
Dynatrace Inc
DT
Jul 16
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
McDonald`s Corp
MCD
Jul 15
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Cirrus Logic, Inc.
CRUS
Jul 14
Action
Hold
From
Overweight
To
Overweight
NVIDIA Corp
NVDA
Jul 14
Action
Hold
From
Overweight
To
Overweight
Marvell Technology Inc
MRVL
Jul 14
Action
Hold
From
Overweight
To
Overweight
Analog Devices Inc.
ADI
Jul 14
Action
Hold
From
Overweight
To
Overweight
Texas Instruments Inc.
TXN
Jul 14
Action
Hold
From
Overweight
To
Overweight
Fuelcell Energy Inc
FCEL
Jul 14
Action
Downgrade
From
Sector Weight
To
Sector Weight
Arm Holdings plc. - ADR
ARM
Jul 14
Action
Hold
From
Overweight
To
Overweight
Action
Downgrade
From
Sector Weight
To
Negative
Action
Hold
From
Overweight
To
Overweight
Intel Corp.
INTC
Jul 14
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Apple Inc
AAPL
Jul 14
Action
Downgrade
From
Sector Weight
To
Underweight
Unitedhealth Group Inc
UNH
Jul 14
Action
Hold
From
Overweight
To
Overweight
Action
Downgrade
From
Overweight
To
Sector Weight
Progyny Inc
PGNY
Jul 13
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Helios Technologies Inc
HLIO
Jul 13
Action
Hold
From
Overweight
To
Overweight
Action
Initialise
From
-
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Enpro Inc
NPO
Jul 13
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Timken Co.
TKR
Jul 13
Action
Hold
From
Overweight
To
Overweight
Netflix Inc.
NFLX
Jul 13
Action
Hold
From
Overweight
To
Overweight
Emerson Electric Co.
EMR
Jul 13
Action
Hold
From
Overweight
To
Overweight
Broadstone Net Lease Inc
BNL
Jul 09
Action
Hold
From
Overweight
To
Overweight
Astrazeneca plc - ADR
AZN
Jul 09
Action
Downgrade
From
-
To
Sector Weight
Five Below Inc
FIVE
Jul 09
Action
Downgrade
From
Sector Weight
To
Sector Weight
Amazon.com Inc.
AMZN
Jul 09
Action
Downgrade
From
Overweight
To
Sector Weight