Piper Sandler 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.
+18.8%
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 📉
55%
2381 W / 1910 L
Target Met
How often was the target reached?
Hits vs. Total.
Hits vs. Total.
80%
2265 W / 552 L
Precision Hit
How often precise (±3%)?
Hits vs. Total.
Hits vs. Total.
16%
449 W / 2368 L
Bullseye Hit
How often perfect (±1%)?
Hits vs. Total.
Hits vs. Total.
6%
165 W / 2652 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%
1006 W / 843 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).
56%
2140 W / 1693 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).
53%
241 W / 217 L
Latest Price Targets
| Date | Stock | Signal | Analyst | Target | Start Price | Best Price (1Y) | Current Price |
|---|---|---|---|---|---|---|---|
| Aug 28, 2026 |
Dollar General Corp.
DG
|
SELL | - |
$123.00
Est. +2%
|
$125.91 | $121.34 (Low) |
$131.27
-4.3%
|
| Aug 28, 2026 |
Affirm Holdings Inc - Ordinary Shares - Class A
AFRM
|
BUY | - |
$115.00
Est. +48%
|
$77.49 | $90.44 |
$74.30
-4.1%
|
| Aug 28, 2026 |
Autodesk Inc.
ADSK
|
BUY | - |
$338.00
Est. +25%
|
$270.58 | $267.00 |
$237.52
-12.2%
|
| Aug 28, 2026 |
Bilibili Inc - ADR
BILI
|
BUY | - |
$29.00
Est. +75%
|
$16.60 | $17.13 |
$15.50
-6.6%
|
| Aug 27, 2026 |
Atlas Energy Solutions Inc.
AESI
|
BUY | - |
$15.00
Est. +24%
|
$12.07 | $13.47 |
$13.17
+9.1%
|
| Aug 27, 2026 |
Nutanix Inc - Ordinary Shares - Class A
NTNX
|
BUY | James Fish |
$75.00
Est. +15%
|
$65.39 | $74.42 |
$68.08
+4.1%
|
| Aug 27, 2026 |
Macerich Co.
MAC
|
BUY | Alex Goldfarb |
$30.00
Est. +24%
|
$24.18 | $24.63 |
$23.06
-4.6%
|
| Aug 27, 2026 |
Third Coast Bancshares Inc
TCBX
|
BUY | Stephen Scouten |
$53.00
Est. +20%
|
$44.34 | $45.97 |
$44.86
+1.2%
|
| Aug 27, 2026 |
Lineage Inc.
LINE
|
BUY | - |
$44.00
Est. +8%
|
$40.56 | $40.87 |
$38.33
-5.5%
|
| Aug 27, 2026 |
Atricure Inc
ATRC
|
BUY | Matt O'Brien |
$60.00
Est. +25%
|
$48.17 | $53.50 |
$52.46
+8.9%
|
| Aug 27, 2026 |
Veeva Systems Inc - Ordinary Shares - Class A
VEEV
|
BUY | - |
$320.00
Est. +12%
|
$286.47 | $296.24 |
$284.38
-0.7%
|
| Aug 27, 2026 |
Centerspace
CSR
|
BUY | - |
$58.00
Est. +9%
|
$53.42 | $53.91 |
$52.39
-1.9%
|
| Aug 27, 2026 |
BXP Inc.
BXP
|
BUY | - |
$88.00
Est. +25%
|
$70.30 | $70.72 |
$68.23
-2.9%
|
| Aug 27, 2026 |
First Financial Bankshares, Inc.
FFIN
|
BUY | - |
$35.00
Est. +4%
|
$33.67 | $33.67 |
$33.34
-1.0%
|
| Aug 27, 2026 |
ProPetro Holding Corp
PUMP
|
BUY | Derek Podhaizer |
$15.00
Est. +41%
|
$10.63 | $11.73 |
$11.24
+5.7%
|
| Aug 27, 2026 |
Li Auto Inc - ADR
LI
|
BUY | - |
$13.00
Est. +7%
|
$12.14 | $12.43 |
$12.06
-0.7%
|
| Aug 27, 2026 |
Liberty Energy Inc - Ordinary Shares - Class A
LBRT
|
BUY | - |
$30.00
Est. +62%
|
$18.51 | $20.46 |
$20.38
+10.1%
|
| Aug 27, 2026 |
Mesoblast Ltd - ADR
MESO
|
BUY | - |
$39.00
Est. +132%
|
$16.84 | $18.33 |
$17.14
+1.8%
|
| Aug 27, 2026 |
Okta Inc - Ordinary Shares - Class A
OKTA
|
BUY | - |
$160.00
Est. +19%
|
$134.42 | $174.85 |
$170.42
+26.8%
|
| Aug 27, 2026 |
Waters Corp.
WAT
|
BUY | - |
$480.00
Est. +16%
|
$414.17 | $426.22 |
$413.56
-0.1%
|
| Aug 26, 2026 |
Associated Banc-Corp.
ASB
|
BUY | Nathan Race |
$34.00
Est. +10%
|
$30.82 | $31.12 |
$30.91
+0.3%
|
| Aug 26, 2026 |
Trupanion Inc
TRUP
|
BUY | - |
$32.00
Est. +1%
|
$31.84 | $30.63 |
$28.79
-9.6%
|
| Aug 26, 2026 |
Intuit Inc
INTU
|
SELL | - |
$290.00
Est. +19%
|
$357.46 | $322.73 (Low) |
$344.30
+3.7%
|
| Aug 24, 2026 |
Celsius Holdings Inc
CELH
|
BUY | Michael Lavery |
$36.00
Est. +4%
|
$34.49 | $36.13 |
$31.61
-8.4%
|
| Aug 24, 2026 |
Veeva Systems Inc - Ordinary Shares - Class A
VEEV
|
BUY | Billy Fitzsimmons |
$295.00
Est. +19%
|
$247.90 | $296.24 |
$284.38
+14.7%
|
| Aug 24, 2026 |
Ncino Inc.
NCNO
|
BUY | - |
$25.00
Est. +21%
|
$20.62 | $24.08 |
$23.63
+14.6%
|
| Aug 21, 2026 |
Applovin Corp - Ordinary Shares - Class A
APP
|
BUY | - |
$325.00
Est. +5%
|
$308.77 | $335.45 |
$313.58
+1.6%
|
| Aug 21, 2026 |
Walmart Inc
WMT
|
BUY | - |
$128.00
Est. +23%
|
$103.84 | $109.35 |
$108.42
+4.4%
|
| Aug 20, 2026 |
Estee Lauder Cos., Inc. - Ordinary Shares - Class A
EL
|
BUY | - |
$115.00
Est. +17%
|
$98.01 | $108.38 |
$100.86
+2.9%
|
| Aug 20, 2026 |
Sphere Entertainment Co - Ordinary Shares - Class A
SPHR
|
BUY | - |
$185.00
Est. +16%
|
$159.79 | $163.97 |
$143.00
-10.5%
|
| Aug 20, 2026 |
Best Buy Co. Inc.
BBY
|
SELL | - |
$85.00
Est. +5%
|
$89.21 | $76.70 (Low) |
$87.49
+1.9%
|
| Aug 20, 2026 |
Target Corp
TGT
|
SELL | - |
$153.00
Est. +4%
|
$159.03 | $160.18 (Low) |
$164.01
-3.1%
|
| Aug 20, 2026 |
Madison Square Garden Entertainment Corp. - Ordinary Shares - Class A
MSGE
|
BUY | - |
$86.00
Est. +4%
|
$82.43 | $81.21 |
$77.80
-5.6%
|
| Aug 20, 2026 |
Abbvie Inc
ABBV
|
BUY | - |
$303.00
Est. +14%
|
$265.97 | $266.91 |
$260.30
-2.1%
|
| Aug 20, 2026 |
AMGEN Inc.
AMGN
|
BUY | David Amsellem |
$457.00
Est. +3%
|
$442.36 | $447.01 |
$444.12
+0.4%
|
| Aug 19, 2026 |
Mercury Systems Inc
MRCY
|
BUY | Clarke Jeffries |
$131.00
Est. +25%
|
$105.00 | $92.77 |
$84.71
-19.3%
|
| Aug 19, 2026 |
Bandwidth Inc - Ordinary Shares - Class A
BAND
|
SELL | - |
$52.00
Est. +2%
|
$52.94 | $44.77 (Low) |
$47.09
+11.1%
|
| Aug 18, 2026 |
Ollies Bargain Outlet Holdings Inc
OLLI
|
BUY | Peter Keith |
$113.00
Est. +51%
|
$74.93 | $78.68 |
$73.69
-1.7%
|
| Aug 18, 2026 |
Weave Communications Inc
WEAV
|
BUY | Hannah Rudoff |
$7.40
Est. +2%
|
$7.29 | $7.33 |
$7.33
+0.5%
|
| Aug 17, 2026 |
Incyte Corp.
INCY
|
BUY | Allison Bratzel |
$130.00
Est. +8%
|
$120.16 | $130.80 |
$128.00
+6.5%
|
| Aug 17, 2026 |
Dave Inc - Ordinary Shares - Class A
DAVE
|
BUY | - |
$390.00
Est. +17%
|
$334.57 | $391.00 |
$390.86
+16.8%
|
| Aug 17, 2026 |
PayPal Holdings Inc
PYPL
|
SELL | - |
$59.00
Est. +4%
|
$61.66 | $51.92 (Low) |
$56.82
+7.8%
|
| Aug 17, 2026 |
Biomarin Pharmaceutical Inc. - Registered Shares
BMRN
|
BUY | - |
$88.00
Est. +31%
|
$67.36 | $68.29 |
$66.43
-1.4%
|
| Aug 17, 2026 |
Crescent Capital BDC Inc
CCAP
|
BUY | - |
$12.00
Est. +8%
|
$11.15 | $10.97 |
$10.45
-6.3%
|
| Aug 17, 2026 |
Brinker International, Inc.
EAT
|
BUY | Brian Mullan |
$240.00
Est. +1%
|
$237.15 | $254.99 |
$228.88
-3.5%
|
| Aug 17, 2026 |
Argen X SE - ADR
ARGX
|
BUY | - |
$1,215.00
Est. +43%
|
$851.29 | $1,072.75 |
$1,053.46
+23.7%
|
| Aug 17, 2026 |
Rigel Pharmaceuticals
RIGL
|
BUY | - |
$49.00
Est. +15%
|
$42.58 | $49.90 |
$48.50
+13.9%
|
| Aug 17, 2026 |
SoFi Technologies Inc
SOFI
|
BUY | Patrick Moley |
$22.00
Est. +20%
|
$18.29 | $19.49 |
$18.51
+1.2%
|
| Aug 17, 2026 |
Cogent Biosciences Inc
COGT
|
BUY | - |
$55.00
Est. +45%
|
$37.93 | $38.22 |
$34.95
-7.9%
|
| Aug 14, 2026 |
Target Corp
TGT
|
SELL | - |
$146.00
Est. +6%
|
$155.93 | $150.88 (Low) |
$164.01
-5.2%
|
Dollar General Corp.
DG
Aug 28, 2026
Analyst
-
Signal & Target
SELL
$123.00
Start Price
$125.91
Best Price (1Y)
$121.34
Current Price
$131.27
Return
-4.3%
Affirm Holdings Inc - Ordinary Shares - Class A
AFRM
Aug 28, 2026
Analyst
-
Signal & Target
BUY
$115.00
Start Price
$77.49
Best Price (1Y)
$90.44
Current Price
$74.30
Return
-4.1%
Autodesk Inc.
ADSK
Aug 28, 2026
Analyst
-
Signal & Target
BUY
$338.00
Start Price
$270.58
Best Price (1Y)
$267.00
Current Price
$237.52
Return
-12.2%
Bilibili Inc - ADR
BILI
Aug 28, 2026
Analyst
-
Signal & Target
BUY
$29.00
Start Price
$16.60
Best Price (1Y)
$17.13
Current Price
$15.50
Return
-6.6%
Atlas Energy Solutions Inc.
AESI
Aug 27, 2026
Analyst
-
Signal & Target
BUY
$15.00
Start Price
$12.07
Best Price (1Y)
$13.47
Current Price
$13.17
Return
+9.1%
Nutanix Inc - Ordinary Shares - Class A
NTNX
Aug 27, 2026
Analyst
James Fish
Signal & Target
BUY
$75.00
Start Price
$65.39
Best Price (1Y)
$74.42
Current Price
$68.08
Return
+4.1%
Macerich Co.
MAC
Aug 27, 2026
Analyst
Alex Goldfarb
Signal & Target
BUY
$30.00
Start Price
$24.18
Best Price (1Y)
$24.63
Current Price
$23.06
Return
-4.6%
Third Coast Bancshares Inc
TCBX
Aug 27, 2026
Analyst
Stephen Scouten
Signal & Target
BUY
$53.00
Start Price
$44.34
Best Price (1Y)
$45.97
Current Price
$44.86
Return
+1.2%
Lineage Inc.
LINE
Aug 27, 2026
Analyst
-
Signal & Target
BUY
$44.00
Start Price
$40.56
Best Price (1Y)
$40.87
Current Price
$38.33
Return
-5.5%
Atricure Inc
ATRC
Aug 27, 2026
Analyst
Matt O'Brien
Signal & Target
BUY
$60.00
Start Price
$48.17
Best Price (1Y)
$53.50
Current Price
$52.46
Return
+8.9%
Veeva Systems Inc - Ordinary Shares - Class A
VEEV
Aug 27, 2026
Analyst
-
Signal & Target
BUY
$320.00
Start Price
$286.47
Best Price (1Y)
$296.24
Current Price
$284.38
Return
-0.7%
Centerspace
CSR
Aug 27, 2026
Analyst
-
Signal & Target
BUY
$58.00
Start Price
$53.42
Best Price (1Y)
$53.91
Current Price
$52.39
Return
-1.9%
BXP Inc.
BXP
Aug 27, 2026
Analyst
-
Signal & Target
BUY
$88.00
Start Price
$70.30
Best Price (1Y)
$70.72
Current Price
$68.23
Return
-2.9%
First Financial Bankshares, Inc.
FFIN
Aug 27, 2026
Analyst
-
Signal & Target
BUY
$35.00
Start Price
$33.67
Best Price (1Y)
$33.67
Current Price
$33.34
Return
-1.0%
ProPetro Holding Corp
PUMP
Aug 27, 2026
Analyst
Derek Podhaizer
Signal & Target
BUY
$15.00
Start Price
$10.63
Best Price (1Y)
$11.73
Current Price
$11.24
Return
+5.7%
Li Auto Inc - ADR
LI
Aug 27, 2026
Analyst
-
Signal & Target
BUY
$13.00
Start Price
$12.14
Best Price (1Y)
$12.43
Current Price
$12.06
Return
-0.7%
Liberty Energy Inc - Ordinary Shares - Class A
LBRT
Aug 27, 2026
Analyst
-
Signal & Target
BUY
$30.00
Start Price
$18.51
Best Price (1Y)
$20.46
Current Price
$20.38
Return
+10.1%
Mesoblast Ltd - ADR
MESO
Aug 27, 2026
Analyst
-
Signal & Target
BUY
$39.00
Start Price
$16.84
Best Price (1Y)
$18.33
Current Price
$17.14
Return
+1.8%
Okta Inc - Ordinary Shares - Class A
OKTA
Aug 27, 2026
Analyst
-
Signal & Target
BUY
$160.00
Start Price
$134.42
Best Price (1Y)
$174.85
Current Price
$170.42
Return
+26.8%
Waters Corp.
WAT
Aug 27, 2026
Analyst
-
Signal & Target
BUY
$480.00
Start Price
$414.17
Best Price (1Y)
$426.22
Current Price
$413.56
Return
-0.1%
Associated Banc-Corp.
ASB
Aug 26, 2026
Analyst
Nathan Race
Signal & Target
BUY
$34.00
Start Price
$30.82
Best Price (1Y)
$31.12
Current Price
$30.91
Return
+0.3%
Trupanion Inc
TRUP
Aug 26, 2026
Analyst
-
Signal & Target
BUY
$32.00
Start Price
$31.84
Best Price (1Y)
$30.63
Current Price
$28.79
Return
-9.6%
Intuit Inc
INTU
Aug 26, 2026
Analyst
-
Signal & Target
SELL
$290.00
Start Price
$357.46
Best Price (1Y)
$322.73
Current Price
$344.30
Return
+3.7%
Celsius Holdings Inc
CELH
Aug 24, 2026
Analyst
Michael Lavery
Signal & Target
BUY
$36.00
Start Price
$34.49
Best Price (1Y)
$36.13
Current Price
$31.61
Return
-8.4%
Veeva Systems Inc - Ordinary Shares - Class A
VEEV
Aug 24, 2026
Analyst
Billy Fitzsimmons
Signal & Target
BUY
$295.00
Start Price
$247.90
Best Price (1Y)
$296.24
Current Price
$284.38
Return
+14.7%
Ncino Inc.
NCNO
Aug 24, 2026
Analyst
-
Signal & Target
BUY
$25.00
Start Price
$20.62
Best Price (1Y)
$24.08
Current Price
$23.63
Return
+14.6%
Applovin Corp - Ordinary Shares - Class A
APP
Aug 21, 2026
Analyst
-
Signal & Target
BUY
$325.00
Start Price
$308.77
Best Price (1Y)
$335.45
Current Price
$313.58
Return
+1.6%
Walmart Inc
WMT
Aug 21, 2026
Analyst
-
Signal & Target
BUY
$128.00
Start Price
$103.84
Best Price (1Y)
$109.35
Current Price
$108.42
Return
+4.4%
Analyst
-
Signal & Target
BUY
$115.00
Start Price
$98.01
Best Price (1Y)
$108.38
Current Price
$100.86
Return
+2.9%
Analyst
-
Signal & Target
BUY
$185.00
Start Price
$159.79
Best Price (1Y)
$163.97
Current Price
$143.00
Return
-10.5%
Best Buy Co. Inc.
BBY
Aug 20, 2026
Analyst
-
Signal & Target
SELL
$85.00
Start Price
$89.21
Best Price (1Y)
$76.70
Current Price
$87.49
Return
+1.9%
Target Corp
TGT
Aug 20, 2026
Analyst
-
Signal & Target
SELL
$153.00
Start Price
$159.03
Best Price (1Y)
$160.18
Current Price
$164.01
Return
-3.1%
Analyst
-
Signal & Target
BUY
$86.00
Start Price
$82.43
Best Price (1Y)
$81.21
Current Price
$77.80
Return
-5.6%
Abbvie Inc
ABBV
Aug 20, 2026
Analyst
-
Signal & Target
BUY
$303.00
Start Price
$265.97
Best Price (1Y)
$266.91
Current Price
$260.30
Return
-2.1%
AMGEN Inc.
AMGN
Aug 20, 2026
Analyst
David Amsellem
Signal & Target
BUY
$457.00
Start Price
$442.36
Best Price (1Y)
$447.01
Current Price
$444.12
Return
+0.4%
Mercury Systems Inc
MRCY
Aug 19, 2026
Analyst
Clarke Jeffries
Signal & Target
BUY
$131.00
Start Price
$105.00
Best Price (1Y)
$92.77
Current Price
$84.71
Return
-19.3%
Bandwidth Inc - Ordinary Shares - Class A
BAND
Aug 19, 2026
Analyst
-
Signal & Target
SELL
$52.00
Start Price
$52.94
Best Price (1Y)
$44.77
Current Price
$47.09
Return
+11.1%
Ollies Bargain Outlet Holdings Inc
OLLI
Aug 18, 2026
Analyst
Peter Keith
Signal & Target
BUY
$113.00
Start Price
$74.93
Best Price (1Y)
$78.68
Current Price
$73.69
Return
-1.7%
Weave Communications Inc
WEAV
Aug 18, 2026
Analyst
Hannah Rudoff
Signal & Target
BUY
$7.40
Start Price
$7.29
Best Price (1Y)
$7.33
Current Price
$7.33
Return
+0.5%
Incyte Corp.
INCY
Aug 17, 2026
Analyst
Allison Bratzel
Signal & Target
BUY
$130.00
Start Price
$120.16
Best Price (1Y)
$130.80
Current Price
$128.00
Return
+6.5%
Dave Inc - Ordinary Shares - Class A
DAVE
Aug 17, 2026
Analyst
-
Signal & Target
BUY
$390.00
Start Price
$334.57
Best Price (1Y)
$391.00
Current Price
$390.86
Return
+16.8%
PayPal Holdings Inc
PYPL
Aug 17, 2026
Analyst
-
Signal & Target
SELL
$59.00
Start Price
$61.66
Best Price (1Y)
$51.92
Current Price
$56.82
Return
+7.8%
Analyst
-
Signal & Target
BUY
$88.00
Start Price
$67.36
Best Price (1Y)
$68.29
Current Price
$66.43
Return
-1.4%
Crescent Capital BDC Inc
CCAP
Aug 17, 2026
Analyst
-
Signal & Target
BUY
$12.00
Start Price
$11.15
Best Price (1Y)
$10.97
Current Price
$10.45
Return
-6.3%
Brinker International, Inc.
EAT
Aug 17, 2026
Analyst
Brian Mullan
Signal & Target
BUY
$240.00
Start Price
$237.15
Best Price (1Y)
$254.99
Current Price
$228.88
Return
-3.5%
Argen X SE - ADR
ARGX
Aug 17, 2026
Analyst
-
Signal & Target
BUY
$1,215.00
Start Price
$851.29
Best Price (1Y)
$1,072.75
Current Price
$1,053.46
Return
+23.7%
Rigel Pharmaceuticals
RIGL
Aug 17, 2026
Analyst
-
Signal & Target
BUY
$49.00
Start Price
$42.58
Best Price (1Y)
$49.90
Current Price
$48.50
Return
+13.9%
SoFi Technologies Inc
SOFI
Aug 17, 2026
Analyst
Patrick Moley
Signal & Target
BUY
$22.00
Start Price
$18.29
Best Price (1Y)
$19.49
Current Price
$18.51
Return
+1.2%
Cogent Biosciences Inc
COGT
Aug 17, 2026
Analyst
-
Signal & Target
BUY
$55.00
Start Price
$37.93
Best Price (1Y)
$38.22
Current Price
$34.95
Return
-7.9%
Target Corp
TGT
Aug 14, 2026
Analyst
-
Signal & Target
SELL
$146.00
Start Price
$155.93
Best Price (1Y)
$150.88
Current Price
$164.01
Return
-5.2%
Recent Upgrades / Downgrades
| Date | Stock | Action | From | To |
|---|---|---|---|---|
| Aug 28, 2026 |
Workday Inc - Ordinary Shares - Class A
WDAY
|
Hold | Neutral | Neutral |
| Aug 28, 2026 |
Elastic N.V
ESTC
|
Hold | Hold | Hold |
| Aug 28, 2026 |
Rubrik Inc. - Ordinary Shares - Class A
RBRK
|
Hold | Overweight | Overweight |
| Aug 28, 2026 |
Affirm Holdings Inc - Ordinary Shares - Class A
AFRM
|
Hold | Overweight | Overweight |
| Aug 28, 2026 |
SentinelOne Inc - Ordinary Shares - Class A
S
|
Hold | Neutral | Neutral |
| Aug 28, 2026 |
Dollar General Corp.
DG
|
Hold | Neutral | Neutral |
| Aug 27, 2026 |
Atricure Inc
ATRC
|
Hold | Overweight | Overweight |
| Aug 27, 2026 |
Nutanix Inc - Ordinary Shares - Class A
NTNX
|
Hold | Overweight | Overweight |
| Aug 27, 2026 |
Veeva Systems Inc - Ordinary Shares - Class A
VEEV
|
Hold | Overweight | Overweight |
| Aug 27, 2026 |
Macerich Co.
MAC
|
Upgrade | Neutral | Overweight |
| Aug 27, 2026 |
Crowdstrike Holdings Inc - Ordinary Shares - Class A
CRWD
|
Hold | Overweight | Overweight |
| Aug 27, 2026 |
Third Coast Bancshares Inc
TCBX
|
Initialise | Overweight | |
| Aug 27, 2026 |
Mesoblast Ltd - ADR
MESO
|
Hold | Overweight | Overweight |
| Aug 27, 2026 |
First Financial Bankshares, Inc.
FFIN
|
Initialise | Neutral | |
| Aug 27, 2026 |
Waters Corp.
WAT
|
Upgrade | Neutral | Overweight |
| Aug 27, 2026 |
Okta Inc - Ordinary Shares - Class A
OKTA
|
Hold | Neutral | Neutral |
| Aug 27, 2026 |
ProPetro Holding Corp
PUMP
|
Hold | Overweight | Overweight |
| Aug 26, 2026 |
Meta Platforms Inc - Ordinary Shares - Class A
META
|
Hold | Overweight | Overweight |
| Aug 26, 2026 |
Neogen Corp.
NEOG
|
Upgrade | Neutral | Overweight |
| Aug 26, 2026 |
CVS Health Corp
CVS
|
Hold | Overweight | Overweight |
| Aug 26, 2026 |
OppFi Inc - Ordinary Shares - Class A
OPFI
|
Downgrade | Neutral | |
| Aug 26, 2026 |
Intuit Inc
INTU
|
Hold | Underweight | Underweight |
| Aug 26, 2026 |
Solaredge Technologies Inc
SEDG
|
Upgrade | Neutral | Overweight |
| Aug 26, 2026 |
Trupanion Inc
TRUP
|
Downgrade | Overweight | Neutral |
| Aug 25, 2026 |
AgomAb Therapeutics N.V. American Depositary Shares
AGMB
|
Initialise | Overweight | |
| Aug 24, 2026 |
Celsius Holdings Inc
CELH
|
Hold | Overweight | Overweight |
| Aug 24, 2026 |
Vita Coco Company Inc (The)
COCO
|
Hold | Overweight | Overweight |
| Aug 24, 2026 |
Skyward Specialty Insurance Group Inc
SKWD
|
Hold | Overweight | Overweight |
| Aug 21, 2026 |
Walmart Inc
WMT
|
Hold | Overweight | Overweight |
| Aug 21, 2026 |
Applovin Corp - Ordinary Shares - Class A
APP
|
Hold | Neutral | Neutral |
| Aug 21, 2026 |
Chewy Inc - Ordinary Shares - Class A
CHWY
|
Hold | Overweight | Overweight |
| Aug 21, 2026 |
Intuitive Surgical Inc
ISRG
|
Hold | Overweight | Overweight |
| Aug 21, 2026 |
Patterson-UTI Energy Inc
PTEN
|
Hold | Overweight | Overweight |
| Aug 20, 2026 |
AMGEN Inc.
AMGN
|
Hold | Overweight | Overweight |
| Aug 20, 2026 |
Best Buy Co. Inc.
BBY
|
Hold | Neutral | Neutral |
| Aug 20, 2026 |
Sphere Entertainment Co - Ordinary Shares - Class A
SPHR
|
Initialise | Overweight | |
| Aug 20, 2026 |
Abbvie Inc
ABBV
|
Hold | Overweight | Overweight |
| Aug 20, 2026 |
Madison Square Garden Entertainment Corp. - Ordinary Shares - Class A
MSGE
|
Initialise | Neutral | |
| Aug 19, 2026 |
Bandwidth Inc - Ordinary Shares - Class A
BAND
|
Hold | Neutral | Neutral |
| Aug 19, 2026 |
Amer Sports Inc.
AS
|
Hold | Overweight | Overweight |
| Aug 19, 2026 |
Mercury Systems Inc
MRCY
|
Hold | Overweight | Overweight |
| Aug 19, 2026 |
Kimberly-Clark Corp.
KMB
|
Hold | Overweight | Overweight |
| Aug 18, 2026 |
Weave Communications Inc
WEAV
|
Downgrade | Overweight | Neutral |
| Aug 18, 2026 |
Ollies Bargain Outlet Holdings Inc
OLLI
|
Hold | Overweight | Overweight |
| Aug 17, 2026 |
Apple Inc
AAPL
|
Initialise | Neutral | Overweight |
| Aug 17, 2026 |
Biomarin Pharmaceutical Inc. - Registered Shares
BMRN
|
Hold | Overweight | Overweight |
| Aug 17, 2026 |
Travere Therapeutics Inc
TVTX
|
Hold | Overweight | Overweight |
| Aug 17, 2026 |
Cogent Biosciences Inc
COGT
|
Hold | Overweight | Overweight |
| Aug 17, 2026 |
Argen X SE - ADR
ARGX
|
Hold | Overweight | Overweight |
| Aug 17, 2026 |
Rigel Pharmaceuticals
RIGL
|
Hold | Neutral | Neutral |
Action
Hold
From
Neutral
To
Neutral
Elastic N.V
ESTC
Aug 28
Action
Hold
From
Hold
To
Hold
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Neutral
To
Neutral
Dollar General Corp.
DG
Aug 28
Action
Hold
From
Neutral
To
Neutral
Atricure Inc
ATRC
Aug 27
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Macerich Co.
MAC
Aug 27
Action
Upgrade
From
Neutral
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Initialise
From
-
To
Overweight
Mesoblast Ltd - ADR
MESO
Aug 27
Action
Hold
From
Overweight
To
Overweight
Action
Initialise
From
-
To
Neutral
Waters Corp.
WAT
Aug 27
Action
Upgrade
From
Neutral
To
Overweight
Action
Hold
From
Neutral
To
Neutral
ProPetro Holding Corp
PUMP
Aug 27
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Neogen Corp.
NEOG
Aug 26
Action
Upgrade
From
Neutral
To
Overweight
CVS Health Corp
CVS
Aug 26
Action
Hold
From
Overweight
To
Overweight
Action
Downgrade
From
-
To
Neutral
Intuit Inc
INTU
Aug 26
Action
Hold
From
Underweight
To
Underweight
Action
Upgrade
From
Neutral
To
Overweight
Trupanion Inc
TRUP
Aug 26
Action
Downgrade
From
Overweight
To
Neutral
Action
Initialise
From
-
To
Overweight
Celsius Holdings Inc
CELH
Aug 24
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Walmart Inc
WMT
Aug 21
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Neutral
To
Neutral
Action
Hold
From
Overweight
To
Overweight
Intuitive Surgical Inc
ISRG
Aug 21
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
AMGEN Inc.
AMGN
Aug 20
Action
Hold
From
Overweight
To
Overweight
Best Buy Co. Inc.
BBY
Aug 20
Action
Hold
From
Neutral
To
Neutral
Action
Initialise
From
-
To
Overweight
Abbvie Inc
ABBV
Aug 20
Action
Hold
From
Overweight
To
Overweight
Action
Initialise
From
-
To
Neutral
Action
Hold
From
Neutral
To
Neutral
Amer Sports Inc.
AS
Aug 19
Action
Hold
From
Overweight
To
Overweight
Mercury Systems Inc
MRCY
Aug 19
Action
Hold
From
Overweight
To
Overweight
Kimberly-Clark Corp.
KMB
Aug 19
Action
Hold
From
Overweight
To
Overweight
Action
Downgrade
From
Overweight
To
Neutral
Action
Hold
From
Overweight
To
Overweight
Apple Inc
AAPL
Aug 17
Action
Initialise
From
Neutral
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Cogent Biosciences Inc
COGT
Aug 17
Action
Hold
From
Overweight
To
Overweight
Argen X SE - ADR
ARGX
Aug 17
Action
Hold
From
Overweight
To
Overweight
Rigel Pharmaceuticals
RIGL
Aug 17
Action
Hold
From
Neutral
To
Neutral