Morgan Stanley Score: 40
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.
+12.3%
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 📉
51%
3096 W / 2946 L
Target Met
How often was the target reached?
Hits vs. Total.
Hits vs. Total.
84%
2516 W / 467 L
Precision Hit
How often precise (±3%)?
Hits vs. Total.
Hits vs. Total.
19%
567 W / 2416 L
Bullseye Hit
How often perfect (±1%)?
Hits vs. Total.
Hits vs. Total.
7%
212 W / 2771 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%
1175 W / 1111 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).
53%
2547 W / 2296 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).
46%
549 W / 650 L
Latest Price Targets
| Date | Stock | Signal | Analyst | Target | Start Price | Best Price (1Y) | Current Price |
|---|---|---|---|---|---|---|---|
| Jun 12, 2026 |
Valero Energy Corp.
VLO
|
SELL | - |
$255.00
Est. +0%
|
$255.60 | $251.00 (Low) |
$258.67
-1.2%
|
| Jun 12, 2026 |
Cisco Systems, Inc.
CSCO
|
BUY | - |
$130.00
Est. +7%
|
$121.83 | $122.79 |
$121.10
-0.6%
|
| Jun 12, 2026 |
Arista Networks Inc
ANET
|
BUY | - |
$190.00
Est. +21%
|
$156.40 | $165.25 |
$163.24
+4.4%
|
| Jun 12, 2026 |
Phillips 66
PSX
|
BUY | Joe Laetsch |
$196.00
Est. +10%
|
$178.10 | $181.87 |
$179.45
+0.8%
|
| Jun 12, 2026 |
Goldman Sachs Group, Inc.
GS
|
SELL | - |
$900.00
Est. +13%
|
$1,035.64 | $1,048.06 (Low) |
$1,062.75
-2.6%
|
| Jun 12, 2026 |
Marathon Petroleum Corp
MPC
|
BUY | - |
$265.00
Est. +2%
|
$260.81 | $267.81 |
$263.58
+1.1%
|
| Jun 12, 2026 |
Delek US Holdings Inc
DK
|
SELL | - |
$45.00
Est. +4%
|
$47.07 | $46.34 (Low) |
$47.22
-0.3%
|
| Jun 12, 2026 |
HF Sinclair Corp.
DINO
|
BUY | - |
$78.00
Est. +12%
|
$69.90 | $71.33 |
$71.26
+1.9%
|
| Jun 12, 2026 |
Morgan Stanley
MS
|
SELL | - |
$187.00
Est. +12%
|
$212.66 | $212.66 (Low) |
$214.04
-0.6%
|
| Jun 11, 2026 |
Mirum Pharmaceuticals Inc
MIRM
|
BUY | - |
$150.00
Est. +60%
|
$94.00 | $102.00 |
$99.35
+5.7%
|
| Jun 11, 2026 |
Madrigal Pharmaceuticals Inc
MDGL
|
BUY | - |
$542.00
Est. +15%
|
$471.32 | $486.10 |
$480.77
+2.0%
|
| Jun 11, 2026 |
CRISPR Therapeutics AG
CRSP
|
BUY | Maxwell Skor |
$60.00
Est. +21%
|
$49.44 | $51.25 |
$49.80
+0.7%
|
| Jun 11, 2026 |
Alcoa Corp
AA
|
BUY | - |
$79.00
Est. +21%
|
$65.55 | $70.13 |
$68.77
+4.9%
|
| Jun 11, 2026 |
Vir Biotechnology Inc
VIR
|
BUY | - |
$27.00
Est. +227%
|
$8.25 | $8.86 |
$8.61
+4.4%
|
| Jun 11, 2026 |
Healthpeak Properties Inc.
DOC
|
BUY | Ronald Kamdem |
$22.00
Est. +6%
|
$20.77 | $20.82 |
$20.69
-0.4%
|
| Jun 11, 2026 |
McGraw Hill, Inc.
MH
|
BUY | - |
$18.00
Est. +46%
|
$12.36 | $12.78 |
$11.76
-4.9%
|
| Jun 11, 2026 |
Navan, Inc.
NAVN
|
BUY | - |
$33.00
Est. +58%
|
$20.87 | $24.50 |
$19.93
-4.5%
|
| Jun 10, 2026 |
Live Nation Entertainment Inc
LYV
|
BUY | - |
$200.00
Est. +19%
|
$168.10 | $175.00 |
$172.51
+2.6%
|
| Jun 10, 2026 |
J.M. Smucker Co.
SJM
|
SELL | Megan Alexander Clapp |
$110.00
Est. +2%
|
$112.39 | $112.46 (Low) |
$116.49
-3.6%
|
| Jun 10, 2026 |
Vivid Seats Inc - Ordinary Shares - Class A
SEAT
|
BUY | - |
$9.25
Est. +10%
|
$8.39 | $9.21 |
$7.76
-7.5%
|
| Jun 10, 2026 |
Coca-Cola Co
KO
|
BUY | Dara Mohsenian |
$89.00
Est. +9%
|
$81.34 | $84.04 |
$82.62
+1.6%
|
| Jun 09, 2026 |
Johnson Controls International plc - Registered Shares
JCI
|
BUY | Chris Snyder |
$175.00
Est. +21%
|
$144.05 | $149.10 |
$144.96
+0.6%
|
| Jun 09, 2026 |
Apple Inc
AAPL
|
BUY | - |
$325.00
Est. +8%
|
$301.54 | $300.72 |
$291.13
-3.5%
|
| Jun 09, 2026 |
Apple Inc
AAPL
|
BUY | Erik Woodring |
$360.00
Est. +19%
|
$301.54 | $300.72 |
$291.13
-3.5%
|
| Jun 09, 2026 |
Cinemark Holdings Inc
CNK
|
BUY | Daniel Duran |
$36.00
Est. +14%
|
$31.45 | $34.40 |
$33.80
+7.5%
|
| Jun 09, 2026 |
Simon Property Group, Inc.
SPG
|
SELL | - |
$207.00
Est. +2%
|
$211.56 | $205.18 (Low) |
$219.04
-3.5%
|
| Jun 09, 2026 |
AMGEN Inc.
AMGN
|
SELL | - |
$340.00
Est. +1%
|
$344.57 | $337.49 (Low) |
$355.20
-3.1%
|
| Jun 09, 2026 |
Jefferies Financial Group Inc
JEF
|
SELL | - |
$50.00
Est. +14%
|
$57.90 | $57.44 (Low) |
$61.64
-6.5%
|
| Jun 05, 2026 |
Campbell Soup Co.
CPB
|
SELL | - |
$21.00
Est. +3%
|
$21.55 | $20.62 (Low) |
$22.81
-5.8%
|
| Jun 05, 2026 |
J.M. Smucker Co.
SJM
|
BUY | - |
$106.00
Est. +5%
|
$101.12 | $117.74 |
$116.49
+15.2%
|
| Jun 05, 2026 |
Kyivstar Group Ltd. Common Shares
KYIV
|
BUY | - |
$17.00
Est. +22%
|
$13.94 | $14.05 |
$13.63
-2.2%
|
| Jun 05, 2026 |
ServiceTitan, Inc.
TTAN
|
BUY | - |
$124.00
Est. +67%
|
$74.33 | $84.09 |
$66.77
-10.2%
|
| Jun 05, 2026 |
General Mills, Inc.
GIS
|
SELL | - |
$32.00
Est. +1%
|
$32.20 | $32.38 (Low) |
$34.51
-7.2%
|
| Jun 05, 2026 |
Conagra Brands Inc
CAG
|
BUY | Megan Alexander Clapp |
$13.00
Est. +3%
|
$12.66 | $13.75 |
$13.74
+8.5%
|
| Jun 05, 2026 |
CIENA Corp.
CIEN
|
SELL | Meta Marshall |
$490.00
Est. +9%
|
$535.63 | $417.34 (Low) |
$445.98
+16.7%
|
| Jun 04, 2026 |
Netskope, Inc. Class A Common Stock
NTSK
|
BUY | - |
$14.00
Est. +13%
|
$12.40 | $10.65 |
$9.04
-27.1%
|
| Jun 04, 2026 |
C3.ai Inc - Ordinary Shares - Class A
AI
|
SELL | Sanjit Singh |
$7.00
Est. +35%
|
$10.71 | $9.92 (Low) |
$10.90
-1.8%
|
| Jun 04, 2026 |
Centene Corp.
CNC
|
SELL | Erin Wright |
$57.00
Est. +4%
|
$59.55 | $60.96 (Low) |
$65.19
-9.5%
|
| Jun 04, 2026 |
Unitedhealth Group Inc
UNH
|
BUY | Erin Wright |
$453.00
Est. +20%
|
$377.00 | $415.97 |
$408.52
+8.4%
|
| Jun 04, 2026 |
Elevance Health Inc
ELV
|
BUY | - |
$404.00
Est. +3%
|
$391.27 | $426.66 |
$404.07
+3.3%
|
| Jun 04, 2026 |
Broadcom Inc
AVGO
|
BUY | - |
$502.00
Est. +5%
|
$479.23 | $426.48 |
$382.07
-20.3%
|
| Jun 04, 2026 |
Cloudflare Inc - Ordinary Shares - Class A
NET
|
BUY | Keith Weiss |
$305.00
Est. +15%
|
$265.49 | $276.82 |
$228.48
-13.9%
|
| Jun 04, 2026 |
Molina Healthcare Inc
MOH
|
SELL | - |
$167.00
Est. +10%
|
$184.82 | $189.42 (Low) |
$200.28
-8.4%
|
| Jun 04, 2026 |
Humana Inc.
HUM
|
SELL | - |
$249.00
Est. +24%
|
$327.54 | $333.55 (Low) |
$379.22
-15.8%
|
| Jun 04, 2026 |
CVS Health Corp
CVS
|
BUY | - |
$111.00
Est. +21%
|
$91.37 | $102.77 |
$101.96
+11.6%
|
| Jun 04, 2026 |
Ollies Bargain Outlet Holdings Inc
OLLI
|
BUY | - |
$108.00
Est. +35%
|
$79.74 | $86.57 |
$83.25
+4.4%
|
| Jun 04, 2026 |
Roku Inc - Ordinary Shares - Class A
ROKU
|
BUY | Sean Diffley |
$170.00
Est. +39%
|
$122.20 | $148.88 |
$143.66
+17.6%
|
| Jun 04, 2026 |
Crowdstrike Holdings Inc - Ordinary Shares - Class A
CRWD
|
SELL | Meta Marshall |
$690.00
Est. +8%
|
$747.61 | $617.75 (Low) |
$682.80
+8.7%
|
| Jun 04, 2026 |
Five Below Inc
FIVE
|
BUY | - |
$235.00
Est. +5%
|
$222.89 | $203.93 |
$198.49
-10.9%
|
| Jun 04, 2026 |
Veeva Systems Inc - Ordinary Shares - Class A
VEEV
|
BUY | - |
$215.00
Est. +20%
|
$178.66 | $185.63 |
$159.54
-10.7%
|
Valero Energy Corp.
VLO
Jun 12, 2026
Analyst
-
Signal & Target
SELL
$255.00
Start Price
$255.60
Best Price (1Y)
$251.00
Current Price
$258.67
Return
-1.2%
Cisco Systems, Inc.
CSCO
Jun 12, 2026
Analyst
-
Signal & Target
BUY
$130.00
Start Price
$121.83
Best Price (1Y)
$122.79
Current Price
$121.10
Return
-0.6%
Arista Networks Inc
ANET
Jun 12, 2026
Analyst
-
Signal & Target
BUY
$190.00
Start Price
$156.40
Best Price (1Y)
$165.25
Current Price
$163.24
Return
+4.4%
Phillips 66
PSX
Jun 12, 2026
Analyst
Joe Laetsch
Signal & Target
BUY
$196.00
Start Price
$178.10
Best Price (1Y)
$181.87
Current Price
$179.45
Return
+0.8%
Goldman Sachs Group, Inc.
GS
Jun 12, 2026
Analyst
-
Signal & Target
SELL
$900.00
Start Price
$1,035.64
Best Price (1Y)
$1,048.06
Current Price
$1,062.75
Return
-2.6%
Marathon Petroleum Corp
MPC
Jun 12, 2026
Analyst
-
Signal & Target
BUY
$265.00
Start Price
$260.81
Best Price (1Y)
$267.81
Current Price
$263.58
Return
+1.1%
Delek US Holdings Inc
DK
Jun 12, 2026
Analyst
-
Signal & Target
SELL
$45.00
Start Price
$47.07
Best Price (1Y)
$46.34
Current Price
$47.22
Return
-0.3%
HF Sinclair Corp.
DINO
Jun 12, 2026
Analyst
-
Signal & Target
BUY
$78.00
Start Price
$69.90
Best Price (1Y)
$71.33
Current Price
$71.26
Return
+1.9%
Morgan Stanley
MS
Jun 12, 2026
Analyst
-
Signal & Target
SELL
$187.00
Start Price
$212.66
Best Price (1Y)
$212.66
Current Price
$214.04
Return
-0.6%
Mirum Pharmaceuticals Inc
MIRM
Jun 11, 2026
Analyst
-
Signal & Target
BUY
$150.00
Start Price
$94.00
Best Price (1Y)
$102.00
Current Price
$99.35
Return
+5.7%
Madrigal Pharmaceuticals Inc
MDGL
Jun 11, 2026
Analyst
-
Signal & Target
BUY
$542.00
Start Price
$471.32
Best Price (1Y)
$486.10
Current Price
$480.77
Return
+2.0%
CRISPR Therapeutics AG
CRSP
Jun 11, 2026
Analyst
Maxwell Skor
Signal & Target
BUY
$60.00
Start Price
$49.44
Best Price (1Y)
$51.25
Current Price
$49.80
Return
+0.7%
Alcoa Corp
AA
Jun 11, 2026
Analyst
-
Signal & Target
BUY
$79.00
Start Price
$65.55
Best Price (1Y)
$70.13
Current Price
$68.77
Return
+4.9%
Vir Biotechnology Inc
VIR
Jun 11, 2026
Analyst
-
Signal & Target
BUY
$27.00
Start Price
$8.25
Best Price (1Y)
$8.86
Current Price
$8.61
Return
+4.4%
Healthpeak Properties Inc.
DOC
Jun 11, 2026
Analyst
Ronald Kamdem
Signal & Target
BUY
$22.00
Start Price
$20.77
Best Price (1Y)
$20.82
Current Price
$20.69
Return
-0.4%
McGraw Hill, Inc.
MH
Jun 11, 2026
Analyst
-
Signal & Target
BUY
$18.00
Start Price
$12.36
Best Price (1Y)
$12.78
Current Price
$11.76
Return
-4.9%
Navan, Inc.
NAVN
Jun 11, 2026
Analyst
-
Signal & Target
BUY
$33.00
Start Price
$20.87
Best Price (1Y)
$24.50
Current Price
$19.93
Return
-4.5%
Live Nation Entertainment Inc
LYV
Jun 10, 2026
Analyst
-
Signal & Target
BUY
$200.00
Start Price
$168.10
Best Price (1Y)
$175.00
Current Price
$172.51
Return
+2.6%
J.M. Smucker Co.
SJM
Jun 10, 2026
Analyst
Megan Alexander Clapp
Signal & Target
SELL
$110.00
Start Price
$112.39
Best Price (1Y)
$112.46
Current Price
$116.49
Return
-3.6%
Vivid Seats Inc - Ordinary Shares - Class A
SEAT
Jun 10, 2026
Analyst
-
Signal & Target
BUY
$9.25
Start Price
$8.39
Best Price (1Y)
$9.21
Current Price
$7.76
Return
-7.5%
Coca-Cola Co
KO
Jun 10, 2026
Analyst
Dara Mohsenian
Signal & Target
BUY
$89.00
Start Price
$81.34
Best Price (1Y)
$84.04
Current Price
$82.62
Return
+1.6%
Analyst
Chris Snyder
Signal & Target
BUY
$175.00
Start Price
$144.05
Best Price (1Y)
$149.10
Current Price
$144.96
Return
+0.6%
Apple Inc
AAPL
Jun 09, 2026
Analyst
-
Signal & Target
BUY
$325.00
Start Price
$301.54
Best Price (1Y)
$300.72
Current Price
$291.13
Return
-3.5%
Apple Inc
AAPL
Jun 09, 2026
Analyst
Erik Woodring
Signal & Target
BUY
$360.00
Start Price
$301.54
Best Price (1Y)
$300.72
Current Price
$291.13
Return
-3.5%
Cinemark Holdings Inc
CNK
Jun 09, 2026
Analyst
Daniel Duran
Signal & Target
BUY
$36.00
Start Price
$31.45
Best Price (1Y)
$34.40
Current Price
$33.80
Return
+7.5%
Simon Property Group, Inc.
SPG
Jun 09, 2026
Analyst
-
Signal & Target
SELL
$207.00
Start Price
$211.56
Best Price (1Y)
$205.18
Current Price
$219.04
Return
-3.5%
AMGEN Inc.
AMGN
Jun 09, 2026
Analyst
-
Signal & Target
SELL
$340.00
Start Price
$344.57
Best Price (1Y)
$337.49
Current Price
$355.20
Return
-3.1%
Jefferies Financial Group Inc
JEF
Jun 09, 2026
Analyst
-
Signal & Target
SELL
$50.00
Start Price
$57.90
Best Price (1Y)
$57.44
Current Price
$61.64
Return
-6.5%
Campbell Soup Co.
CPB
Jun 05, 2026
Analyst
-
Signal & Target
SELL
$21.00
Start Price
$21.55
Best Price (1Y)
$20.62
Current Price
$22.81
Return
-5.8%
J.M. Smucker Co.
SJM
Jun 05, 2026
Analyst
-
Signal & Target
BUY
$106.00
Start Price
$101.12
Best Price (1Y)
$117.74
Current Price
$116.49
Return
+15.2%
Kyivstar Group Ltd. Common Shares
KYIV
Jun 05, 2026
Analyst
-
Signal & Target
BUY
$17.00
Start Price
$13.94
Best Price (1Y)
$14.05
Current Price
$13.63
Return
-2.2%
ServiceTitan, Inc.
TTAN
Jun 05, 2026
Analyst
-
Signal & Target
BUY
$124.00
Start Price
$74.33
Best Price (1Y)
$84.09
Current Price
$66.77
Return
-10.2%
General Mills, Inc.
GIS
Jun 05, 2026
Analyst
-
Signal & Target
SELL
$32.00
Start Price
$32.20
Best Price (1Y)
$32.38
Current Price
$34.51
Return
-7.2%
Conagra Brands Inc
CAG
Jun 05, 2026
Analyst
Megan Alexander Clapp
Signal & Target
BUY
$13.00
Start Price
$12.66
Best Price (1Y)
$13.75
Current Price
$13.74
Return
+8.5%
CIENA Corp.
CIEN
Jun 05, 2026
Analyst
Meta Marshall
Signal & Target
SELL
$490.00
Start Price
$535.63
Best Price (1Y)
$417.34
Current Price
$445.98
Return
+16.7%
Netskope, Inc. Class A Common Stock
NTSK
Jun 04, 2026
Analyst
-
Signal & Target
BUY
$14.00
Start Price
$12.40
Best Price (1Y)
$10.65
Current Price
$9.04
Return
-27.1%
C3.ai Inc - Ordinary Shares - Class A
AI
Jun 04, 2026
Analyst
Sanjit Singh
Signal & Target
SELL
$7.00
Start Price
$10.71
Best Price (1Y)
$9.92
Current Price
$10.90
Return
-1.8%
Centene Corp.
CNC
Jun 04, 2026
Analyst
Erin Wright
Signal & Target
SELL
$57.00
Start Price
$59.55
Best Price (1Y)
$60.96
Current Price
$65.19
Return
-9.5%
Unitedhealth Group Inc
UNH
Jun 04, 2026
Analyst
Erin Wright
Signal & Target
BUY
$453.00
Start Price
$377.00
Best Price (1Y)
$415.97
Current Price
$408.52
Return
+8.4%
Elevance Health Inc
ELV
Jun 04, 2026
Analyst
-
Signal & Target
BUY
$404.00
Start Price
$391.27
Best Price (1Y)
$426.66
Current Price
$404.07
Return
+3.3%
Broadcom Inc
AVGO
Jun 04, 2026
Analyst
-
Signal & Target
BUY
$502.00
Start Price
$479.23
Best Price (1Y)
$426.48
Current Price
$382.07
Return
-20.3%
Cloudflare Inc - Ordinary Shares - Class A
NET
Jun 04, 2026
Analyst
Keith Weiss
Signal & Target
BUY
$305.00
Start Price
$265.49
Best Price (1Y)
$276.82
Current Price
$228.48
Return
-13.9%
Molina Healthcare Inc
MOH
Jun 04, 2026
Analyst
-
Signal & Target
SELL
$167.00
Start Price
$184.82
Best Price (1Y)
$189.42
Current Price
$200.28
Return
-8.4%
Humana Inc.
HUM
Jun 04, 2026
Analyst
-
Signal & Target
SELL
$249.00
Start Price
$327.54
Best Price (1Y)
$333.55
Current Price
$379.22
Return
-15.8%
CVS Health Corp
CVS
Jun 04, 2026
Analyst
-
Signal & Target
BUY
$111.00
Start Price
$91.37
Best Price (1Y)
$102.77
Current Price
$101.96
Return
+11.6%
Ollies Bargain Outlet Holdings Inc
OLLI
Jun 04, 2026
Analyst
-
Signal & Target
BUY
$108.00
Start Price
$79.74
Best Price (1Y)
$86.57
Current Price
$83.25
Return
+4.4%
Roku Inc - Ordinary Shares - Class A
ROKU
Jun 04, 2026
Analyst
Sean Diffley
Signal & Target
BUY
$170.00
Start Price
$122.20
Best Price (1Y)
$148.88
Current Price
$143.66
Return
+17.6%
Analyst
Meta Marshall
Signal & Target
SELL
$690.00
Start Price
$747.61
Best Price (1Y)
$617.75
Current Price
$682.80
Return
+8.7%
Five Below Inc
FIVE
Jun 04, 2026
Analyst
-
Signal & Target
BUY
$235.00
Start Price
$222.89
Best Price (1Y)
$203.93
Current Price
$198.49
Return
-10.9%
Veeva Systems Inc - Ordinary Shares - Class A
VEEV
Jun 04, 2026
Analyst
-
Signal & Target
BUY
$215.00
Start Price
$178.66
Best Price (1Y)
$185.63
Current Price
$159.54
Return
-10.7%
Recent Upgrades / Downgrades
| Date | Stock | Action | From | To |
|---|---|---|---|---|
| Jun 05, 2026 |
Walt Disney Co (The)
DIS
|
Hold | Overweight | Overweight |
| Jun 05, 2026 |
Lilly(Eli) & Co
LLY
|
Hold | Overweight | Overweight |
| Jun 05, 2026 |
ServiceTitan, Inc.
TTAN
|
Hold | Overweight | Overweight |
| Jun 05, 2026 |
Industria De Diseno Textil SA - ADR
IDEXY
|
Upgrade | Equal-Weight | Overweight |
| Jun 04, 2026 |
C3.ai Inc - Ordinary Shares - Class A
AI
|
Hold | Underweight | Underweight |
| Jun 04, 2026 |
Roku Inc - Ordinary Shares - Class A
ROKU
|
Hold | Overweight | Overweight |
| Jun 04, 2026 |
Unitedhealth Group Inc
UNH
|
Hold | Overweight | Overweight |
| Jun 04, 2026 |
AllianceBernstein Holding Lp - Unit
AB
|
Upgrade | Overweight | Overweight |
| Jun 04, 2026 |
Cloudflare Inc - Ordinary Shares - Class A
NET
|
Hold | Overweight | Overweight |
| Jun 04, 2026 |
Humana Inc.
HUM
|
Hold | Underweight | Underweight |
| Jun 04, 2026 |
Jupai Holdings Ltd - ADR
JP
|
Downgrade | Positive | Outperform |
| Jun 04, 2026 |
DBX ETF Trust - Xtrackers MSCI All China Equity ETF
CN
|
Hold | Overweight | Overweight |
| Jun 04, 2026 |
Broadcom Inc - 8% PRF CONVERT 30/09/2022 USD 1000 - Ser A
AVGOP
|
Hold | Overweight | Overweight |
| Jun 04, 2026 |
CVS Health Corp
CVS
|
Hold | Overweight | Overweight |
| Jun 04, 2026 |
Celsius Holdings Inc
CELH
|
Upgrade | Overweight | Overweight |
| Jun 03, 2026 |
ASML Holding NV - New York Shares
ASML
|
Hold | Overweight | Overweight |
| Jun 03, 2026 |
Jupai Holdings Ltd - ADR
JP
|
Hold | Positive | Positive |
| Jun 03, 2026 |
Walt Disney Co (The)
DIS
|
Upgrade | Overweight | Overweight |
| Jun 03, 2026 |
Micron Technology Inc.
MU
|
Hold | Overweight | Overweight |
| Jun 03, 2026 |
Yum Brands Inc.
YUM
|
Upgrade | Overweight | Overweight |
| Jun 03, 2026 |
Chipotle Mexican Grill
CMG
|
Upgrade | Overweight | Overweight |
| Jun 03, 2026 |
Philip Morris International Inc
PM
|
Hold | Overweight | Overweight |
| Jun 03, 2026 |
Ulta Beauty Inc
ULTA
|
Hold | Overweight | Overweight |
| Jun 02, 2026 |
Jupai Holdings Ltd - ADR
JP
|
Upgrade | Underweight | Negative |
| Jun 02, 2026 |
Hewlett Packard Enterprise Co
HPE
|
Hold | Positive | Positive |
| Jun 02, 2026 |
Permian Resources Corp - Ordinary Shares - Class A
PR
|
Upgrade | Overweight | Overweight |
| Jun 02, 2026 |
Abivax - ADR
ABVX
|
Hold | Overweight | Overweight |
| Jun 02, 2026 |
Rapid7 Inc
RPD
|
Upgrade | Outperform | Neutral |
| Jun 02, 2026 |
BrightSpring Health Services Inc
BTSG
|
Hold | Overweight | Overweight |
| Jun 02, 2026 |
Jupai Holdings Ltd - ADR
JP
|
Downgrade | Underweight | Underweight |
| Jun 02, 2026 |
Kanzhun Ltd - ADR
BZ
|
Upgrade | Underweight | Positive |
| Jun 01, 2026 |
United Airlines Holdings Inc
UAL
|
Hold | Overweight | Overweight |
| Jun 01, 2026 |
Hyatt Hotels Corporation - Ordinary Shares - Class A
H
|
Hold | Overweight | Overweight |
| Jun 01, 2026 |
Monster Beverage Corp.
MNST
|
Hold | Overweight | Overweight |
| Jun 01, 2026 |
Apple Inc
AAPL
|
Hold | Overweight | Overweight |
| Jun 01, 2026 |
American Airlines Group Inc
AAL
|
Hold | Overweight | Overweight |
| Jun 01, 2026 |
Southwest Airlines Co
LUV
|
Hold | Overweight | Overweight |
| Jun 01, 2026 |
MGM Resorts International
MGM
|
Hold | Underweight | Underweight |
| Jun 01, 2026 |
Delta Air Lines, Inc.
DAL
|
Hold | Overweight | Overweight |
| Jun 01, 2026 |
Dell Technologies Inc - Ordinary Shares - Class C
DELL
|
Upgrade | Buy | Mixed |
| Jun 01, 2026 |
Broadcom Inc
AVGO
|
Hold | Overweight | Overweight |
| May 29, 2026 |
China Telecom Corporation - ADR
CHA
|
Hold | Overweight | Overweight |
| May 29, 2026 |
Mondelez International Inc. - Ordinary Shares - Class A
MDLZ
|
Hold | Overweight | Overweight |
| May 29, 2026 |
Commercial Metals Co.
CMC
|
Hold | Overweight | Overweight |
| May 29, 2026 |
MongoDB Inc - Ordinary Shares - Class A
MDB
|
Hold | Overweight | Overweight |
| May 29, 2026 |
National Grid Plc - ADR
NGG
|
Hold | Overweight | Overweight |
| May 28, 2026 |
Dicks Sporting Goods, Inc.
DKS
|
Hold | Overweight | Overweight |
| May 28, 2026 |
Airbus SE - ADR - Level I
EADSY
|
Hold | Overweight | Overweight |
| May 28, 2026 |
Snowflake Inc - Ordinary Shares - Class A
SNOW
|
Hold | Overweight | Overweight |
| May 28, 2026 |
ST Microelectronics - New York Shares
STM
|
Hold | Overweight | Overweight |
Walt Disney Co (The)
DIS
Jun 05
Action
Hold
From
Overweight
To
Overweight
Lilly(Eli) & Co
LLY
Jun 05
Action
Hold
From
Overweight
To
Overweight
ServiceTitan, Inc.
TTAN
Jun 05
Action
Hold
From
Overweight
To
Overweight
Action
Upgrade
From
Equal-Weight
To
Overweight
Action
Hold
From
Underweight
To
Underweight
Action
Hold
From
Overweight
To
Overweight
Unitedhealth Group Inc
UNH
Jun 04
Action
Hold
From
Overweight
To
Overweight
Action
Upgrade
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Humana Inc.
HUM
Jun 04
Action
Hold
From
Underweight
To
Underweight
Jupai Holdings Ltd - ADR
JP
Jun 04
Action
Downgrade
From
Positive
To
Outperform
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
CVS Health Corp
CVS
Jun 04
Action
Hold
From
Overweight
To
Overweight
Celsius Holdings Inc
CELH
Jun 04
Action
Upgrade
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Jupai Holdings Ltd - ADR
JP
Jun 03
Action
Hold
From
Positive
To
Positive
Walt Disney Co (The)
DIS
Jun 03
Action
Upgrade
From
Overweight
To
Overweight
Micron Technology Inc.
MU
Jun 03
Action
Hold
From
Overweight
To
Overweight
Yum Brands Inc.
YUM
Jun 03
Action
Upgrade
From
Overweight
To
Overweight
Chipotle Mexican Grill
CMG
Jun 03
Action
Upgrade
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Ulta Beauty Inc
ULTA
Jun 03
Action
Hold
From
Overweight
To
Overweight
Jupai Holdings Ltd - ADR
JP
Jun 02
Action
Upgrade
From
Underweight
To
Negative
Action
Hold
From
Positive
To
Positive
Action
Upgrade
From
Overweight
To
Overweight
Abivax - ADR
ABVX
Jun 02
Action
Hold
From
Overweight
To
Overweight
Rapid7 Inc
RPD
Jun 02
Action
Upgrade
From
Outperform
To
Neutral
Action
Hold
From
Overweight
To
Overweight
Jupai Holdings Ltd - ADR
JP
Jun 02
Action
Downgrade
From
Underweight
To
Underweight
Kanzhun Ltd - ADR
BZ
Jun 02
Action
Upgrade
From
Underweight
To
Positive
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Monster Beverage Corp.
MNST
Jun 01
Action
Hold
From
Overweight
To
Overweight
Apple Inc
AAPL
Jun 01
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Southwest Airlines Co
LUV
Jun 01
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Underweight
To
Underweight
Delta Air Lines, Inc.
DAL
Jun 01
Action
Hold
From
Overweight
To
Overweight
Action
Upgrade
From
Buy
To
Mixed
Broadcom Inc
AVGO
Jun 01
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Commercial Metals Co.
CMC
May 29
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
National Grid Plc - ADR
NGG
May 29
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight