Oppenheimer Score: 34
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.
+9.9%
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 📉
52%
888 W / 828 L
Target Met
How often was the target reached?
Hits vs. Total.
Hits vs. Total.
69%
683 W / 311 L
Precision Hit
How often precise (±3%)?
Hits vs. Total.
Hits vs. Total.
12%
117 W / 877 L
Bullseye Hit
How often perfect (±1%)?
Hits vs. Total.
Hits vs. Total.
4%
37 W / 957 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.
53%
547 W / 490 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).
52%
873 W / 803 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).
38%
15 W / 25 L
Latest Price Targets
| Date | Stock | Signal | Analyst | Target | Start Price | Best Price (1Y) | Current Price |
|---|---|---|---|---|---|---|---|
| Jul 21, 2026 |
W.R. Berkley Corp.
WRB
|
SELL | - |
$70.00
Est. +4%
|
$72.71 | $71.70 (Low) |
$72.36
+0.5%
|
| Jul 20, 2026 |
Datadog Inc - Ordinary Shares - Class A
DDOG
|
BUY | - |
$300.00
Est. +16%
|
$258.69 | $252.26 |
$245.77
-5.0%
|
| Jul 20, 2026 |
Dynatrace Inc
DT
|
BUY | Ittai Kidron |
$55.00
Est. +24%
|
$44.41 | $43.21 |
$41.36
-6.9%
|
| Jul 20, 2026 |
SPX Technologies Inc
SPXC
|
BUY | - |
$280.00
Est. +32%
|
$211.73 | $219.53 |
$219.05
+3.5%
|
| Jul 17, 2026 |
Netflix Inc.
NFLX
|
BUY | - |
$85.00
Est. +14%
|
$74.35 | $70.57 |
$68.53
-7.8%
|
| Jul 17, 2026 |
Ecolab, Inc.
ECL
|
BUY | Scott Schneeberger |
$320.00
Est. +16%
|
$275.71 | $281.07 |
$266.88
-3.2%
|
| Jul 16, 2026 |
KLA Corp.
KLAC
|
BUY | Edward Yang |
$260.00
Est. +14%
|
$227.91 | $228.78 |
$214.69
-5.8%
|
| Jul 16, 2026 |
PNC Financial Services Group Inc
PNC
|
BUY | - |
$281.00
Est. +11%
|
$253.41 | $256.49 |
$252.51
-0.4%
|
| Jul 16, 2026 |
Pentair plc
PNR
|
BUY | - |
$94.00
Est. +46%
|
$64.57 | $66.25 |
$63.02
-2.4%
|
| Jul 16, 2026 |
Arteris Inc
AIP
|
BUY | Martin Yang |
$40.00
Est. +22%
|
$32.68 | $34.49 |
$33.53
+2.6%
|
| Jul 16, 2026 |
UroGen Pharma Ltd
URGN
|
BUY | Leland Gershell |
$50.00
Est. +26%
|
$39.80 | $43.76 |
$42.06
+5.7%
|
| Jul 16, 2026 |
Coinbase Global Inc - Ordinary Shares - Class A
COIN
|
BUY | - |
$209.00
Est. +25%
|
$167.21 | $174.96 |
$166.12
-0.7%
|
| Jul 15, 2026 |
Ouster Inc - Ordinary Shares - Class A
OUST
|
BUY | - |
$57.00
Est. +36%
|
$41.97 | $44.07 |
$38.86
-7.4%
|
| Jul 15, 2026 |
ServiceNow Inc
NOW
|
BUY | Brian Schwartz |
$140.00
Est. +34%
|
$104.85 | $108.75 |
$95.46
-9.0%
|
| Jul 14, 2026 |
International Business Machines Corp.
IBM
|
BUY | - |
$350.00
Est. +59%
|
$220.02 | $229.92 |
$205.77
-6.5%
|
| Jul 13, 2026 |
SharkNinja Inc.
SN
|
BUY | Rupesh Parikh |
$170.00
Est. +11%
|
$152.65 | $154.43 |
$147.11
-3.6%
|
| Jul 13, 2026 |
Caterpillar Inc.
CAT
|
BUY | - |
$1,105.00
Est. +16%
|
$952.41 | $964.63 |
$889.31
-6.6%
|
| Jul 13, 2026 |
Q32 Bio Inc.
QTTB
|
BUY | - |
$40.00
Est. +93%
|
$20.72 | $23.57 |
$15.08
-27.2%
|
| Jul 10, 2026 |
Regal Rexnord Corp
RRX
|
BUY | - |
$255.00
Est. +23%
|
$208.06 | $218.93 |
$214.79
+3.2%
|
| Jul 09, 2026 |
Edgewise Therapeutics Inc
EWTX
|
BUY | - |
$51.00
Est. +10%
|
$46.30 | $48.40 |
$38.33
-17.2%
|
| Jul 09, 2026 |
Saratoga Investment Corp
SAR
|
BUY | - |
$21.00
Est. +17%
|
$17.90 | $20.05 |
$19.37
+8.2%
|
| Jul 09, 2026 |
Connect Biopharma Holdings Ltd - ADR
CNTB
|
BUY | - |
$8.00
Est. +211%
|
$2.57 | $2.83 |
$2.20
-14.4%
|
| Jul 07, 2026 |
Corning, Inc.
GLW
|
BUY | Martin Yang |
$230.00
Est. +18%
|
$194.77 | $204.48 |
$154.01
-20.9%
|
| Jul 01, 2026 |
Progress Software Corp.
PRGS
|
BUY | - |
$50.00
Est. +30%
|
$38.33 | $41.19 |
$37.91
-1.1%
|
| Jun 30, 2026 |
PNC Financial Services Group Inc
PNC
|
BUY | - |
$271.00
Est. +10%
|
$246.13 | $256.49 |
$252.51
+2.6%
|
| Jun 30, 2026 |
Dutch Bros Inc - Ordinary Shares - Class A
BROS
|
BUY | - |
$82.00
Est. +14%
|
$71.69 | $74.02 |
$64.95
-9.4%
|
| Jun 30, 2026 |
Palisade Bio Inc
PALI
|
BUY | - |
$7.00
Est. +214%
|
$2.23 | $2.29 |
$1.90
-14.8%
|
| Jun 29, 2026 |
Aramark
ARMK
|
BUY | - |
$65.00
Est. +16%
|
$56.06 | $58.68 |
$56.63
+1.0%
|
| Jun 29, 2026 |
Viasat, Inc.
VSAT
|
BUY | Timothy Horan |
$140.00
Est. +96%
|
$71.37 | $93.03 |
$74.37
+4.2%
|
| Jun 26, 2026 |
Acuity Brands, Inc.
AYI
|
BUY | - |
$465.00
Est. +28%
|
$362.48 | $378.65 |
$331.55
-8.5%
|
| Jun 26, 2026 |
Nike, Inc. - Ordinary Shares - Class B
NKE
|
BUY | - |
$60.00
Est. +47%
|
$40.90 | $45.04 |
$42.21
+3.2%
|
| Jun 25, 2026 |
Eupraxia Pharmaceuticals Inc
EPRX
|
BUY | - |
$17.00
Est. +165%
|
$6.41 | $7.10 |
$6.42
+0.2%
|
| Jun 25, 2026 |
Graham Corp.
GHM
|
BUY | Christopher Glynn |
$130.00
Est. +13%
|
$115.32 | $125.82 |
$105.38
-8.6%
|
| Jun 25, 2026 |
Life Time Group Holdings Inc
LTH
|
BUY | - |
$60.00
Est. +54%
|
$38.87 | $43.42 |
$42.06
+8.2%
|
| Jun 25, 2026 |
Jefferies Financial Group Inc
JEF
|
BUY | - |
$83.00
Est. +43%
|
$57.92 | $57.21 |
$55.96
-3.4%
|
| Jun 22, 2026 |
Onto Innovation Inc.
ONTO
|
BUY | Edward Yang |
$450.00
Est. +35%
|
$333.76 | $386.46 |
$295.25
-11.5%
|
| Jun 22, 2026 |
Definium Therapeutics, Inc.
DFTX
|
BUY | - |
$60.00
Est. +58%
|
$37.95 | $49.20 |
$43.67
+15.1%
|
| Jun 18, 2026 |
Similarweb Ltd
SMWB
|
BUY | - |
$7.00
Est. +44%
|
$4.87 | $7.54 |
$6.28
+29.0%
|
| Jun 18, 2026 |
Space Exploration Technologies Corp.
SPCX
|
BUY | Timothy Horan |
$250.00
Est. +30%
|
$191.82 | $190.00 |
$115.26
-39.9%
|
| Jun 17, 2026 |
Middleby Corp.
MIDD
|
BUY | - |
$205.00
Est. +24%
|
$165.02 | $180.08 |
$130.99
-20.6%
|
| Jun 17, 2026 |
BrightView Holdings Inc
BV
|
BUY | - |
$17.00
Est. +33%
|
$12.78 | $14.99 |
$14.29
+11.8%
|
| Jun 15, 2026 |
Cardinal Infrastructure Group Inc. Class A Common Stock
CDNL
|
BUY | Brent Thielman |
$80.00
Est. +16%
|
$68.73 | $96.40 |
$70.18
+2.1%
|
| Jun 15, 2026 |
Lam Research Corp.
LRCX
|
BUY | - |
$400.00
Est. +9%
|
$366.81 | $438.50 |
$319.29
-13.0%
|
| Jun 12, 2026 |
Jefferies Financial Group Inc
JEF
|
BUY | Chris Kotowski |
$87.00
Est. +46%
|
$59.68 | $63.47 |
$55.96
-6.2%
|
| Jun 11, 2026 |
Aramark
ARMK
|
BUY | Ian Zaffino |
$60.00
Est. +13%
|
$53.30 | $58.68 |
$56.63
+6.2%
|
| Jun 11, 2026 |
Navan, Inc.
NAVN
|
BUY | - |
$30.00
Est. +44%
|
$20.87 | $28.22 |
$23.52
+12.7%
|
| Jun 11, 2026 |
Space Exploration Technologies Corp.
SPCX
|
BUY | Timothy Horan |
$190.00
Est. +41%
|
$135.00 | $225.64 |
$115.26
-14.6%
|
| Jun 11, 2026 |
Black Hills Corporation
BKH
|
BUY | - |
$78.00
Est. +8%
|
$71.94 | $76.74 |
$74.98
+4.2%
|
| Jun 10, 2026 |
A.O. Smith Corp.
AOS
|
BUY | - |
$75.00
Est. +27%
|
$59.23 | $63.04 |
$59.35
+0.2%
|
| Jun 10, 2026 |
Inhibikase Therapeutics Inc
IKT
|
BUY | - |
$5.00
Est. +199%
|
$1.67 | $2.36 |
$2.17
+29.9%
|
W.R. Berkley Corp.
WRB
Jul 21, 2026
Analyst
-
Signal & Target
SELL
$70.00
Start Price
$72.71
Best Price (1Y)
$71.70
Current Price
$72.36
Return
+0.5%
Datadog Inc - Ordinary Shares - Class A
DDOG
Jul 20, 2026
Analyst
-
Signal & Target
BUY
$300.00
Start Price
$258.69
Best Price (1Y)
$252.26
Current Price
$245.77
Return
-5.0%
Dynatrace Inc
DT
Jul 20, 2026
Analyst
Ittai Kidron
Signal & Target
BUY
$55.00
Start Price
$44.41
Best Price (1Y)
$43.21
Current Price
$41.36
Return
-6.9%
SPX Technologies Inc
SPXC
Jul 20, 2026
Analyst
-
Signal & Target
BUY
$280.00
Start Price
$211.73
Best Price (1Y)
$219.53
Current Price
$219.05
Return
+3.5%
Netflix Inc.
NFLX
Jul 17, 2026
Analyst
-
Signal & Target
BUY
$85.00
Start Price
$74.35
Best Price (1Y)
$70.57
Current Price
$68.53
Return
-7.8%
Ecolab, Inc.
ECL
Jul 17, 2026
Analyst
Scott Schneeberger
Signal & Target
BUY
$320.00
Start Price
$275.71
Best Price (1Y)
$281.07
Current Price
$266.88
Return
-3.2%
KLA Corp.
KLAC
Jul 16, 2026
Analyst
Edward Yang
Signal & Target
BUY
$260.00
Start Price
$227.91
Best Price (1Y)
$228.78
Current Price
$214.69
Return
-5.8%
PNC Financial Services Group Inc
PNC
Jul 16, 2026
Analyst
-
Signal & Target
BUY
$281.00
Start Price
$253.41
Best Price (1Y)
$256.49
Current Price
$252.51
Return
-0.4%
Pentair plc
PNR
Jul 16, 2026
Analyst
-
Signal & Target
BUY
$94.00
Start Price
$64.57
Best Price (1Y)
$66.25
Current Price
$63.02
Return
-2.4%
Arteris Inc
AIP
Jul 16, 2026
Analyst
Martin Yang
Signal & Target
BUY
$40.00
Start Price
$32.68
Best Price (1Y)
$34.49
Current Price
$33.53
Return
+2.6%
UroGen Pharma Ltd
URGN
Jul 16, 2026
Analyst
Leland Gershell
Signal & Target
BUY
$50.00
Start Price
$39.80
Best Price (1Y)
$43.76
Current Price
$42.06
Return
+5.7%
Coinbase Global Inc - Ordinary Shares - Class A
COIN
Jul 16, 2026
Analyst
-
Signal & Target
BUY
$209.00
Start Price
$167.21
Best Price (1Y)
$174.96
Current Price
$166.12
Return
-0.7%
Ouster Inc - Ordinary Shares - Class A
OUST
Jul 15, 2026
Analyst
-
Signal & Target
BUY
$57.00
Start Price
$41.97
Best Price (1Y)
$44.07
Current Price
$38.86
Return
-7.4%
ServiceNow Inc
NOW
Jul 15, 2026
Analyst
Brian Schwartz
Signal & Target
BUY
$140.00
Start Price
$104.85
Best Price (1Y)
$108.75
Current Price
$95.46
Return
-9.0%
International Business Machines Corp.
IBM
Jul 14, 2026
Analyst
-
Signal & Target
BUY
$350.00
Start Price
$220.02
Best Price (1Y)
$229.92
Current Price
$205.77
Return
-6.5%
SharkNinja Inc.
SN
Jul 13, 2026
Analyst
Rupesh Parikh
Signal & Target
BUY
$170.00
Start Price
$152.65
Best Price (1Y)
$154.43
Current Price
$147.11
Return
-3.6%
Caterpillar Inc.
CAT
Jul 13, 2026
Analyst
-
Signal & Target
BUY
$1,105.00
Start Price
$952.41
Best Price (1Y)
$964.63
Current Price
$889.31
Return
-6.6%
Q32 Bio Inc.
QTTB
Jul 13, 2026
Analyst
-
Signal & Target
BUY
$40.00
Start Price
$20.72
Best Price (1Y)
$23.57
Current Price
$15.08
Return
-27.2%
Regal Rexnord Corp
RRX
Jul 10, 2026
Analyst
-
Signal & Target
BUY
$255.00
Start Price
$208.06
Best Price (1Y)
$218.93
Current Price
$214.79
Return
+3.2%
Edgewise Therapeutics Inc
EWTX
Jul 09, 2026
Analyst
-
Signal & Target
BUY
$51.00
Start Price
$46.30
Best Price (1Y)
$48.40
Current Price
$38.33
Return
-17.2%
Saratoga Investment Corp
SAR
Jul 09, 2026
Analyst
-
Signal & Target
BUY
$21.00
Start Price
$17.90
Best Price (1Y)
$20.05
Current Price
$19.37
Return
+8.2%
Connect Biopharma Holdings Ltd - ADR
CNTB
Jul 09, 2026
Analyst
-
Signal & Target
BUY
$8.00
Start Price
$2.57
Best Price (1Y)
$2.83
Current Price
$2.20
Return
-14.4%
Corning, Inc.
GLW
Jul 07, 2026
Analyst
Martin Yang
Signal & Target
BUY
$230.00
Start Price
$194.77
Best Price (1Y)
$204.48
Current Price
$154.01
Return
-20.9%
Progress Software Corp.
PRGS
Jul 01, 2026
Analyst
-
Signal & Target
BUY
$50.00
Start Price
$38.33
Best Price (1Y)
$41.19
Current Price
$37.91
Return
-1.1%
PNC Financial Services Group Inc
PNC
Jun 30, 2026
Analyst
-
Signal & Target
BUY
$271.00
Start Price
$246.13
Best Price (1Y)
$256.49
Current Price
$252.51
Return
+2.6%
Dutch Bros Inc - Ordinary Shares - Class A
BROS
Jun 30, 2026
Analyst
-
Signal & Target
BUY
$82.00
Start Price
$71.69
Best Price (1Y)
$74.02
Current Price
$64.95
Return
-9.4%
Palisade Bio Inc
PALI
Jun 30, 2026
Analyst
-
Signal & Target
BUY
$7.00
Start Price
$2.23
Best Price (1Y)
$2.29
Current Price
$1.90
Return
-14.8%
Aramark
ARMK
Jun 29, 2026
Analyst
-
Signal & Target
BUY
$65.00
Start Price
$56.06
Best Price (1Y)
$58.68
Current Price
$56.63
Return
+1.0%
Viasat, Inc.
VSAT
Jun 29, 2026
Analyst
Timothy Horan
Signal & Target
BUY
$140.00
Start Price
$71.37
Best Price (1Y)
$93.03
Current Price
$74.37
Return
+4.2%
Acuity Brands, Inc.
AYI
Jun 26, 2026
Analyst
-
Signal & Target
BUY
$465.00
Start Price
$362.48
Best Price (1Y)
$378.65
Current Price
$331.55
Return
-8.5%
Nike, Inc. - Ordinary Shares - Class B
NKE
Jun 26, 2026
Analyst
-
Signal & Target
BUY
$60.00
Start Price
$40.90
Best Price (1Y)
$45.04
Current Price
$42.21
Return
+3.2%
Eupraxia Pharmaceuticals Inc
EPRX
Jun 25, 2026
Analyst
-
Signal & Target
BUY
$17.00
Start Price
$6.41
Best Price (1Y)
$7.10
Current Price
$6.42
Return
+0.2%
Graham Corp.
GHM
Jun 25, 2026
Analyst
Christopher Glynn
Signal & Target
BUY
$130.00
Start Price
$115.32
Best Price (1Y)
$125.82
Current Price
$105.38
Return
-8.6%
Life Time Group Holdings Inc
LTH
Jun 25, 2026
Analyst
-
Signal & Target
BUY
$60.00
Start Price
$38.87
Best Price (1Y)
$43.42
Current Price
$42.06
Return
+8.2%
Jefferies Financial Group Inc
JEF
Jun 25, 2026
Analyst
-
Signal & Target
BUY
$83.00
Start Price
$57.92
Best Price (1Y)
$57.21
Current Price
$55.96
Return
-3.4%
Onto Innovation Inc.
ONTO
Jun 22, 2026
Analyst
Edward Yang
Signal & Target
BUY
$450.00
Start Price
$333.76
Best Price (1Y)
$386.46
Current Price
$295.25
Return
-11.5%
Definium Therapeutics, Inc.
DFTX
Jun 22, 2026
Analyst
-
Signal & Target
BUY
$60.00
Start Price
$37.95
Best Price (1Y)
$49.20
Current Price
$43.67
Return
+15.1%
Similarweb Ltd
SMWB
Jun 18, 2026
Analyst
-
Signal & Target
BUY
$7.00
Start Price
$4.87
Best Price (1Y)
$7.54
Current Price
$6.28
Return
+29.0%
Space Exploration Technologies Corp.
SPCX
Jun 18, 2026
Analyst
Timothy Horan
Signal & Target
BUY
$250.00
Start Price
$191.82
Best Price (1Y)
$190.00
Current Price
$115.26
Return
-39.9%
Middleby Corp.
MIDD
Jun 17, 2026
Analyst
-
Signal & Target
BUY
$205.00
Start Price
$165.02
Best Price (1Y)
$180.08
Current Price
$130.99
Return
-20.6%
BrightView Holdings Inc
BV
Jun 17, 2026
Analyst
-
Signal & Target
BUY
$17.00
Start Price
$12.78
Best Price (1Y)
$14.99
Current Price
$14.29
Return
+11.8%
Analyst
Brent Thielman
Signal & Target
BUY
$80.00
Start Price
$68.73
Best Price (1Y)
$96.40
Current Price
$70.18
Return
+2.1%
Lam Research Corp.
LRCX
Jun 15, 2026
Analyst
-
Signal & Target
BUY
$400.00
Start Price
$366.81
Best Price (1Y)
$438.50
Current Price
$319.29
Return
-13.0%
Jefferies Financial Group Inc
JEF
Jun 12, 2026
Analyst
Chris Kotowski
Signal & Target
BUY
$87.00
Start Price
$59.68
Best Price (1Y)
$63.47
Current Price
$55.96
Return
-6.2%
Aramark
ARMK
Jun 11, 2026
Analyst
Ian Zaffino
Signal & Target
BUY
$60.00
Start Price
$53.30
Best Price (1Y)
$58.68
Current Price
$56.63
Return
+6.2%
Navan, Inc.
NAVN
Jun 11, 2026
Analyst
-
Signal & Target
BUY
$30.00
Start Price
$20.87
Best Price (1Y)
$28.22
Current Price
$23.52
Return
+12.7%
Space Exploration Technologies Corp.
SPCX
Jun 11, 2026
Analyst
Timothy Horan
Signal & Target
BUY
$190.00
Start Price
$135.00
Best Price (1Y)
$225.64
Current Price
$115.26
Return
-14.6%
Black Hills Corporation
BKH
Jun 11, 2026
Analyst
-
Signal & Target
BUY
$78.00
Start Price
$71.94
Best Price (1Y)
$76.74
Current Price
$74.98
Return
+4.2%
A.O. Smith Corp.
AOS
Jun 10, 2026
Analyst
-
Signal & Target
BUY
$75.00
Start Price
$59.23
Best Price (1Y)
$63.04
Current Price
$59.35
Return
+0.2%
Inhibikase Therapeutics Inc
IKT
Jun 10, 2026
Analyst
-
Signal & Target
BUY
$5.00
Start Price
$1.67
Best Price (1Y)
$2.36
Current Price
$2.17
Return
+29.9%
Recent Upgrades / Downgrades
| Date | Stock | Action | From | To |
|---|---|---|---|---|
| Jul 21, 2026 |
Dominos Pizza Inc
DPZ
|
Hold | Outperform | Outperform |
| Jul 21, 2026 |
Oppenheimer Holdings Inc - Ordinary Shares - Class A
OPY
|
Initialise | Outperform | Perform |
| Jul 20, 2026 |
Veeva Systems Inc - Ordinary Shares - Class A
VEEV
|
Hold | Outperform | Outperform |
| Jul 20, 2026 |
SPX Technologies Inc
SPXC
|
Hold | Outperform | Outperform |
| Jul 20, 2026 |
Dynatrace Inc
DT
|
Hold | Outperform | Outperform |
| Jul 20, 2026 |
Datadog Inc - Ordinary Shares - Class A
DDOG
|
Hold | Outperform | Outperform |
| Jul 17, 2026 |
Ecolab, Inc.
ECL
|
Upgrade | Outperform | Outperform |
| Jul 16, 2026 |
UroGen Pharma Ltd
URGN
|
Hold | Outperform | Outperform |
| Jul 16, 2026 |
KLA Corp.
KLAC
|
Hold | Outperform | Outperform |
| Jul 16, 2026 |
Arteris Inc
AIP
|
Initialise | Outperform | |
| Jul 15, 2026 |
International Business Machines Corp.
IBM
|
Downgrade | Outperform | Perform |
| Jul 15, 2026 |
Cava Group Inc
CAVA
|
Downgrade | Perform | |
| Jul 15, 2026 |
Ouster Inc - Ordinary Shares - Class A
OUST
|
Hold | Outperform | Outperform |
| Jul 15, 2026 |
Uber Technologies Inc
UBER
|
Upgrade | Outperform | Overweight |
| Jul 15, 2026 |
ServiceNow Inc
NOW
|
Hold | Outperform | Outperform |
| Jul 13, 2026 |
Q32 Bio Inc.
QTTB
|
Hold | Outperform | Outperform |
| Jul 13, 2026 |
Caterpillar Inc.
CAT
|
Hold | Outperform | Outperform |
| Jul 13, 2026 |
SharkNinja Inc.
SN
|
Hold | Outperform | Outperform |
| Jul 10, 2026 |
Regal Rexnord Corp
RRX
|
Hold | Outperform | Outperform |
| Jul 09, 2026 |
Connect Biopharma Holdings Ltd - ADR
CNTB
|
Initialise | Outperform | |
| Jul 09, 2026 |
Edgewise Therapeutics Inc
EWTX
|
Initialise | Outperform | |
| Jul 07, 2026 |
Compass Pathways Plc - ADR
CMPS
|
Hold | Outperform | Outperform |
| Jul 07, 2026 |
Corning, Inc.
GLW
|
Hold | Outperform | Outperform |
| Jul 07, 2026 |
Crinetics Pharmaceuticals Inc
CRNX
|
Downgrade | Outperform | Perform |
| Jul 02, 2026 |
Salesforce Inc
CRM
|
Downgrade | Outperform | Underperform |
| Jun 30, 2026 |
U.S. Bancorp.
USB
|
Hold | Outperform | Outperform |
| Jun 30, 2026 |
Dutch Bros Inc - Ordinary Shares - Class A
BROS
|
Hold | Outperform | Outperform |
| Jun 30, 2026 |
Morgan Stanley
MS
|
Downgrade | Perform | Underperform |
| Jun 30, 2026 |
Citigroup Inc
C
|
Downgrade | Outperform | Perform |
| Jun 30, 2026 |
PNC Financial Services Group Inc
PNC
|
Hold | Outperform | Outperform |
| Jun 30, 2026 |
Goldman Sachs Group, Inc.
GS
|
Downgrade | Outperform | Underperform |
| Jun 30, 2026 |
Bank Of America Corp.
BAC
|
Downgrade | Outperform | Perform |
| Jun 29, 2026 |
Iridium Communications Inc
IRDM
|
Downgrade | Outperform | Perform |
| Jun 29, 2026 |
Viasat, Inc.
VSAT
|
Initialise | Outperform | |
| Jun 29, 2026 |
Sezzle Inc.
SEZL
|
Downgrade | Outperform | Perform |
| Jun 26, 2026 |
Nike, Inc. - Ordinary Shares - Class B
NKE
|
Hold | Outperform | Outperform |
| Jun 26, 2026 |
Arcosa Inc
ACA
|
Downgrade | Outperform | Perform |
| Jun 25, 2026 |
Maplebear Inc.
CART
|
Hold | Outperform | Outperform |
| Jun 25, 2026 |
Graham Holdings Co. - Ordinary Shares - Class B
GHC
|
Hold | Outperform | Outperform |
| Jun 25, 2026 |
Life Time Group Holdings Inc
LTH
|
Hold | Outperform | Outperform |
| Jun 25, 2026 |
Figma, Inc.
FIG
|
Hold | Perform | Perform |
| Jun 25, 2026 |
Eupraxia Pharmaceuticals Inc
EPRX
|
Initialise | Outperform | |
| Jun 22, 2026 |
Onto Innovation Inc.
ONTO
|
Hold | Outperform | Outperform |
| Jun 22, 2026 |
Definium Therapeutics, Inc.
DFTX
|
Hold | Outperform | Outperform |
| Jun 18, 2026 |
Space Exploration Technologies Corp.
SPCX
|
Hold | Outperform | Outperform |
| Jun 18, 2026 |
RLJ Lodging Trust
RLJ
|
Hold | Outperform | Outperform |
| Jun 18, 2026 |
Similarweb Ltd
SMWB
|
Hold | Outperform | Outperform |
| Jun 17, 2026 |
Corbus Pharmaceuticals Holdings Inc
CRBP
|
Hold | Outperform | Outperform |
| Jun 17, 2026 |
Middleby Corp.
MIDD
|
Initialise | Outperform | |
| Jun 17, 2026 |
BrightView Holdings Inc
BV
|
Initialise | Outperform |
Dominos Pizza Inc
DPZ
Jul 21
Action
Hold
From
Outperform
To
Outperform
Action
Initialise
From
Outperform
To
Perform
Action
Hold
From
Outperform
To
Outperform
SPX Technologies Inc
SPXC
Jul 20
Action
Hold
From
Outperform
To
Outperform
Dynatrace Inc
DT
Jul 20
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Ecolab, Inc.
ECL
Jul 17
Action
Upgrade
From
Outperform
To
Outperform
UroGen Pharma Ltd
URGN
Jul 16
Action
Hold
From
Outperform
To
Outperform
KLA Corp.
KLAC
Jul 16
Action
Hold
From
Outperform
To
Outperform
Arteris Inc
AIP
Jul 16
Action
Initialise
From
-
To
Outperform
Action
Downgrade
From
Outperform
To
Perform
Cava Group Inc
CAVA
Jul 15
Action
Downgrade
From
-
To
Perform
Action
Hold
From
Outperform
To
Outperform
Uber Technologies Inc
UBER
Jul 15
Action
Upgrade
From
Outperform
To
Overweight
ServiceNow Inc
NOW
Jul 15
Action
Hold
From
Outperform
To
Outperform
Q32 Bio Inc.
QTTB
Jul 13
Action
Hold
From
Outperform
To
Outperform
Caterpillar Inc.
CAT
Jul 13
Action
Hold
From
Outperform
To
Outperform
SharkNinja Inc.
SN
Jul 13
Action
Hold
From
Outperform
To
Outperform
Regal Rexnord Corp
RRX
Jul 10
Action
Hold
From
Outperform
To
Outperform
Action
Initialise
From
-
To
Outperform
Action
Initialise
From
-
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Corning, Inc.
GLW
Jul 07
Action
Hold
From
Outperform
To
Outperform
Action
Downgrade
From
Outperform
To
Perform
Salesforce Inc
CRM
Jul 02
Action
Downgrade
From
Outperform
To
Underperform
U.S. Bancorp.
USB
Jun 30
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Morgan Stanley
MS
Jun 30
Action
Downgrade
From
Perform
To
Underperform
Citigroup Inc
C
Jun 30
Action
Downgrade
From
Outperform
To
Perform
Action
Hold
From
Outperform
To
Outperform
Goldman Sachs Group, Inc.
GS
Jun 30
Action
Downgrade
From
Outperform
To
Underperform
Bank Of America Corp.
BAC
Jun 30
Action
Downgrade
From
Outperform
To
Perform
Action
Downgrade
From
Outperform
To
Perform
Viasat, Inc.
VSAT
Jun 29
Action
Initialise
From
-
To
Outperform
Sezzle Inc.
SEZL
Jun 29
Action
Downgrade
From
Outperform
To
Perform
Action
Hold
From
Outperform
To
Outperform
Arcosa Inc
ACA
Jun 26
Action
Downgrade
From
Outperform
To
Perform
Maplebear Inc.
CART
Jun 25
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Figma, Inc.
FIG
Jun 25
Action
Hold
From
Perform
To
Perform
Action
Initialise
From
-
To
Outperform
Onto Innovation Inc.
ONTO
Jun 22
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
RLJ Lodging Trust
RLJ
Jun 18
Action
Hold
From
Outperform
To
Outperform
Similarweb Ltd
SMWB
Jun 18
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Middleby Corp.
MIDD
Jun 17
Action
Initialise
From
-
To
Outperform
BrightView Holdings Inc
BV
Jun 17
Action
Initialise
From
-
To
Outperform