Piper Sandler Score: 38
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.
+15.3%
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%
2294 W / 2229 L
Target Met
How often was the target reached?
Hits vs. Total.
Hits vs. Total.
80%
2356 W / 584 L
Precision Hit
How often precise (±3%)?
Hits vs. Total.
Hits vs. Total.
16%
473 W / 2467 L
Bullseye Hit
How often perfect (±1%)?
Hits vs. Total.
Hits vs. Total.
6%
166 W / 2774 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.
50%
973 W / 982 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).
50%
2022 W / 2023 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).
57%
272 W / 206 L
Latest Price Targets
| Date | Stock | Signal | Analyst | Target | Start Price | Best Price (1Y) | Current Price |
|---|---|---|---|---|---|---|---|
| Oct 09, 2026 |
AGNC Investment Corp
AGNC
|
BUY | - |
$10.00
Est. +15%
|
$8.68 | $8.94 |
$8.82
+1.6%
|
| Oct 09, 2026 |
PepsiCo Inc
PEP
|
BUY | - |
$140.00
Est. +9%
|
$128.34 | $133.13 |
$128.38
+0.0%
|
| Oct 09, 2026 |
Pennymac Mortgage Investment Trust
PMT
|
BUY | - |
$9.00
Est. +20%
|
$7.49 | $7.53 |
$7.06
-5.7%
|
| Oct 09, 2026 |
Mid Penn Bancorp, Inc.
MPB
|
BUY | - |
$42.00
Est. +16%
|
$36.17 | $36.41 |
$35.97
-0.6%
|
| Oct 09, 2026 |
Redwood Trust Inc.
RWT
|
BUY | - |
$3.75
Est. +13%
|
$3.33 | $3.41 |
$3.11
-6.6%
|
| Oct 09, 2026 |
AG Mortgage Investment Trust Inc
MITT
|
BUY | Crispin Love |
$8.00
Est. +41%
|
$5.69 | $5.68 |
$5.54
-2.6%
|
| Oct 09, 2026 |
Ellington Financial Inc
EFC
|
BUY | - |
$14.00
Est. +20%
|
$11.64 | $12.08 |
$11.90
+2.2%
|
| Oct 09, 2026 |
Arbor Realty Trust Inc.
ABR
|
BUY | Crispin Love |
$3.50
Est. +13%
|
$3.09 | $3.04 |
$2.80
-9.4%
|
| Oct 09, 2026 |
Ready Capital Corp
RC
|
SELL | - |
$1.25
Est. +5%
|
$1.32 | $1.06 (Low) |
$1.12
+15.2%
|
| Oct 09, 2026 |
PennyMac Financial Services Inc.
PFSI
|
BUY | - |
$71.00
Est. +16%
|
$61.34 | $62.06 |
$61.19
-0.2%
|
| Oct 09, 2026 |
DENTSPLY Sirona Inc
XRAY
|
BUY | - |
$12.00
Est. +38%
|
$8.69 | $8.94 |
$8.83
+1.6%
|
| Oct 08, 2026 |
LCNB Corp
LCNB
|
BUY | Adam Kroll |
$20.00
Est. +7%
|
$18.70 | $19.20 |
$18.79
+0.5%
|
| Oct 08, 2026 |
Generac Holdings Inc
GNRC
|
BUY | Dimple Gosai |
$303.00
Est. +37%
|
$221.34 | $228.47 |
$198.40
-10.4%
|
| Oct 08, 2026 |
PulteGroup Inc
PHM
|
BUY | - |
$145.00
Est. +29%
|
$112.33 | $113.93 |
$112.99
+0.6%
|
| Oct 08, 2026 |
Spotify Technology S.A.
SPOT
|
BUY | Matt Farrell |
$540.00
Est. +5%
|
$512.92 | $540.82 |
$533.37
+4.0%
|
| Oct 08, 2026 |
Constellation Brands Inc - Ordinary Shares - Class A
STZ
|
BUY | - |
$125.00
Est. +6%
|
$118.39 | $131.84 |
$129.58
+9.5%
|
| Oct 07, 2026 |
Cowen Inc - Class A
COWN
|
BUY | - |
$100.00
Est. +156%
|
$38.99 | - |
$38.99
0.0%
|
| Oct 07, 2026 |
Live Oak Bancshares Inc
LOB
|
BUY | Crispin Love |
$38.00
Est. +4%
|
$36.49 | $36.13 |
$35.15
-3.7%
|
| Oct 07, 2026 |
Marvell Technology Inc
MRVL
|
BUY | David O\'Connor |
$400.00
Est. +39%
|
$287.01 | $287.03 |
$241.24
-15.9%
|
| Oct 07, 2026 |
Tyson Foods, Inc. - Ordinary Shares - Class A
TSN
|
BUY | - |
$56.00
Est. +8%
|
$51.97 | $55.61 |
$54.04
+4.0%
|
| Oct 06, 2026 |
Wesbanco, Inc.
WSBC
|
BUY | Manuel Navas |
$45.00
Est. +19%
|
$37.75 | $37.78 |
$37.04
-1.9%
|
| Oct 06, 2026 |
OceanFirst Financial Corp.
OCFC
|
BUY | - |
$18.00
Est. +7%
|
$16.82 | $16.98 |
$15.96
-5.1%
|
| Oct 06, 2026 |
Community Financial System Inc.
CBU
|
BUY | - |
$65.00
Est. +8%
|
$60.13 | $60.72 |
$59.67
-0.8%
|
| Oct 06, 2026 |
Goosehead Insurance Inc - Ordinary Shares - Class A
GSHD
|
BUY | Paul Newsome |
$48.00
Est. +4%
|
$46.19 | $48.74 |
$45.60
-1.3%
|
| Oct 06, 2026 |
Ryan Specialty Holdings Inc - Ordinary Shares Class A
RYAN
|
BUY | Paul Newsome |
$40.00
Est. +5%
|
$37.98 | $40.36 |
$40.04
+5.4%
|
| Oct 05, 2026 |
Merchants Bancorp
MBIN
|
BUY | Nathan Rice |
$63.00
Est. +26%
|
$49.95 | $50.26 |
$48.95
-2.0%
|
| Oct 05, 2026 |
Peoples Bancorp, Inc. (Marietta, OH)
PEBO
|
BUY | - |
$42.00
Est. +13%
|
$37.28 | $37.55 |
$36.62
-1.8%
|
| Oct 05, 2026 |
Wintrust Financial Corp.
WTFC
|
BUY | - |
$195.00
Est. +34%
|
$145.02 | $147.16 |
$143.54
-1.0%
|
| Oct 02, 2026 |
Horizon Bancorp Inc (IN)
HBNC
|
BUY | Nathan Race |
$24.00
Est. +26%
|
$19.08 | $19.80 |
$19.33
+1.3%
|
| Oct 02, 2026 |
Cigna Group (The)
CI
|
BUY | Jessica Tassan |
$370.00
Est. +38%
|
$267.96 | $300.11 |
$298.81
+11.5%
|
| Oct 02, 2026 |
Nasdaq Inc - Ordinary Shares - 144A
NDAQ
|
BUY | - |
$108.00
Est. +18%
|
$91.67 | $94.85 |
$93.50
+2.0%
|
| Oct 02, 2026 |
ServisFirst Bancshares Inc
SFBS
|
BUY | - |
$46.00
Est. +16%
|
$39.75 | $40.39 |
$39.56
-0.5%
|
| Oct 02, 2026 |
National Energy Services Reunited Corp
NESR
|
BUY | - |
$39.00
Est. +56%
|
$24.94 | $26.02 |
$19.11
-23.4%
|
| Oct 02, 2026 |
Medallion Financial Corp.
MFIN
|
BUY | Manuel Navas |
$12.00
Est. +1%
|
$11.92 | $12.15 |
$11.19
-6.1%
|
| Oct 02, 2026 |
Cigna Group (The)
CI
|
BUY | - |
$387.00
Est. +44%
|
$268.88 | $300.11 |
$298.81
+11.1%
|
| Oct 02, 2026 |
Marex Group Plc
MRX
|
BUY | - |
$80.00
Est. +13%
|
$70.96 | $75.99 |
$72.30
+1.9%
|
| Oct 02, 2026 |
Nike, Inc. - Ordinary Shares - Class B
NKE
|
SELL | - |
$28.00
Est. +20%
|
$35.15 | $31.97 (Low) |
$37.14
-5.7%
|
| Oct 02, 2026 |
Independent Bank Group Inc
IBTX
|
SELL | Nathan Rice |
$42.00
Est. +31%
|
$60.67 | - |
$60.67
0.0%
|
| Oct 02, 2026 |
Alerus Financial Corp
ALRS
|
BUY | Nathan Race |
$38.00
Est. +20%
|
$31.73 | $32.99 |
$30.71
-3.2%
|
| Oct 02, 2026 |
BankUnited Inc
BKU
|
BUY | - |
$47.00
Est. +10%
|
$42.72 | $43.60 |
$42.01
-1.7%
|
| Oct 02, 2026 |
Pinnacle Financial Partners Inc.
PNFP
|
BUY | Stephen Scouten |
$125.00
Est. +32%
|
$94.63 | $97.87 |
$94.39
-0.3%
|
| Oct 02, 2026 |
Equity Bancshares Inc - Ordinary Shares - Class A
EQBK
|
BUY | Nathan Race |
$52.00
Est. +10%
|
$47.48 | $48.04 |
$46.68
-1.7%
|
| Oct 01, 2026 |
Trico Bancshares
TCBK
|
BUY | Matthew Clark |
$56.50
Est. +10%
|
$51.19 | $52.61 |
$51.89
+1.4%
|
| Oct 01, 2026 |
National Bank Holdings Corp - Ordinary Shares - Class A
NBHC
|
BUY | - |
$49.00
Est. +25%
|
$39.19 | $39.22 |
$37.74
-3.7%
|
| Oct 01, 2026 |
Preferred Bank (Los Angeles, CA)
PFBC
|
BUY | - |
$120.00
Est. +15%
|
$104.73 | $108.50 |
$103.59
-1.1%
|
| Oct 01, 2026 |
Bank of Marin Bancorp
BMRC
|
BUY | Matthew Clark |
$29.00
Est. +7%
|
$27.08 | $27.81 |
$26.39
-2.5%
|
| Oct 01, 2026 |
Banner Corp.
BANR
|
BUY | - |
$71.00
Est. +6%
|
$67.00 | $68.81 |
$67.34
+0.5%
|
| Oct 01, 2026 |
VF Corp.
VFC
|
BUY | Anna Andreeva |
$16.00
Est. +12%
|
$14.27 | $17.37 |
$17.00
+19.1%
|
| Oct 01, 2026 |
Zions Bancorporation N.A
ZION
|
BUY | - |
$68.00
Est. +9%
|
$62.65 | $63.85 |
$63.01
+0.6%
|
| Oct 01, 2026 |
Bank of Hawaii Corp.
BOH
|
BUY | - |
$78.00
Est. +13%
|
$68.92 | $70.02 |
$67.19
-2.5%
|
AGNC Investment Corp
AGNC
Oct 09, 2026
Analyst
-
Signal & Target
BUY
$10.00
Start Price
$8.68
Best Price (1Y)
$8.94
Current Price
$8.82
Return
+1.6%
PepsiCo Inc
PEP
Oct 09, 2026
Analyst
-
Signal & Target
BUY
$140.00
Start Price
$128.34
Best Price (1Y)
$133.13
Current Price
$128.38
Return
+0.0%
Pennymac Mortgage Investment Trust
PMT
Oct 09, 2026
Analyst
-
Signal & Target
BUY
$9.00
Start Price
$7.49
Best Price (1Y)
$7.53
Current Price
$7.06
Return
-5.7%
Mid Penn Bancorp, Inc.
MPB
Oct 09, 2026
Analyst
-
Signal & Target
BUY
$42.00
Start Price
$36.17
Best Price (1Y)
$36.41
Current Price
$35.97
Return
-0.6%
Redwood Trust Inc.
RWT
Oct 09, 2026
Analyst
-
Signal & Target
BUY
$3.75
Start Price
$3.33
Best Price (1Y)
$3.41
Current Price
$3.11
Return
-6.6%
AG Mortgage Investment Trust Inc
MITT
Oct 09, 2026
Analyst
Crispin Love
Signal & Target
BUY
$8.00
Start Price
$5.69
Best Price (1Y)
$5.68
Current Price
$5.54
Return
-2.6%
Ellington Financial Inc
EFC
Oct 09, 2026
Analyst
-
Signal & Target
BUY
$14.00
Start Price
$11.64
Best Price (1Y)
$12.08
Current Price
$11.90
Return
+2.2%
Arbor Realty Trust Inc.
ABR
Oct 09, 2026
Analyst
Crispin Love
Signal & Target
BUY
$3.50
Start Price
$3.09
Best Price (1Y)
$3.04
Current Price
$2.80
Return
-9.4%
Ready Capital Corp
RC
Oct 09, 2026
Analyst
-
Signal & Target
SELL
$1.25
Start Price
$1.32
Best Price (1Y)
$1.06
Current Price
$1.12
Return
+15.2%
PennyMac Financial Services Inc.
PFSI
Oct 09, 2026
Analyst
-
Signal & Target
BUY
$71.00
Start Price
$61.34
Best Price (1Y)
$62.06
Current Price
$61.19
Return
-0.2%
DENTSPLY Sirona Inc
XRAY
Oct 09, 2026
Analyst
-
Signal & Target
BUY
$12.00
Start Price
$8.69
Best Price (1Y)
$8.94
Current Price
$8.83
Return
+1.6%
LCNB Corp
LCNB
Oct 08, 2026
Analyst
Adam Kroll
Signal & Target
BUY
$20.00
Start Price
$18.70
Best Price (1Y)
$19.20
Current Price
$18.79
Return
+0.5%
Generac Holdings Inc
GNRC
Oct 08, 2026
Analyst
Dimple Gosai
Signal & Target
BUY
$303.00
Start Price
$221.34
Best Price (1Y)
$228.47
Current Price
$198.40
Return
-10.4%
PulteGroup Inc
PHM
Oct 08, 2026
Analyst
-
Signal & Target
BUY
$145.00
Start Price
$112.33
Best Price (1Y)
$113.93
Current Price
$112.99
Return
+0.6%
Spotify Technology S.A.
SPOT
Oct 08, 2026
Analyst
Matt Farrell
Signal & Target
BUY
$540.00
Start Price
$512.92
Best Price (1Y)
$540.82
Current Price
$533.37
Return
+4.0%
Analyst
-
Signal & Target
BUY
$125.00
Start Price
$118.39
Best Price (1Y)
$131.84
Current Price
$129.58
Return
+9.5%
Cowen Inc - Class A
COWN
Oct 07, 2026
Analyst
-
Signal & Target
BUY
$100.00
Start Price
$38.99
Best Price (1Y)
-
Current Price
$38.99
Return
0.0%
Live Oak Bancshares Inc
LOB
Oct 07, 2026
Analyst
Crispin Love
Signal & Target
BUY
$38.00
Start Price
$36.49
Best Price (1Y)
$36.13
Current Price
$35.15
Return
-3.7%
Marvell Technology Inc
MRVL
Oct 07, 2026
Analyst
David O\'Connor
Signal & Target
BUY
$400.00
Start Price
$287.01
Best Price (1Y)
$287.03
Current Price
$241.24
Return
-15.9%
Tyson Foods, Inc. - Ordinary Shares - Class A
TSN
Oct 07, 2026
Analyst
-
Signal & Target
BUY
$56.00
Start Price
$51.97
Best Price (1Y)
$55.61
Current Price
$54.04
Return
+4.0%
Wesbanco, Inc.
WSBC
Oct 06, 2026
Analyst
Manuel Navas
Signal & Target
BUY
$45.00
Start Price
$37.75
Best Price (1Y)
$37.78
Current Price
$37.04
Return
-1.9%
OceanFirst Financial Corp.
OCFC
Oct 06, 2026
Analyst
-
Signal & Target
BUY
$18.00
Start Price
$16.82
Best Price (1Y)
$16.98
Current Price
$15.96
Return
-5.1%
Community Financial System Inc.
CBU
Oct 06, 2026
Analyst
-
Signal & Target
BUY
$65.00
Start Price
$60.13
Best Price (1Y)
$60.72
Current Price
$59.67
Return
-0.8%
Analyst
Paul Newsome
Signal & Target
BUY
$48.00
Start Price
$46.19
Best Price (1Y)
$48.74
Current Price
$45.60
Return
-1.3%
Analyst
Paul Newsome
Signal & Target
BUY
$40.00
Start Price
$37.98
Best Price (1Y)
$40.36
Current Price
$40.04
Return
+5.4%
Merchants Bancorp
MBIN
Oct 05, 2026
Analyst
Nathan Rice
Signal & Target
BUY
$63.00
Start Price
$49.95
Best Price (1Y)
$50.26
Current Price
$48.95
Return
-2.0%
Peoples Bancorp, Inc. (Marietta, OH)
PEBO
Oct 05, 2026
Analyst
-
Signal & Target
BUY
$42.00
Start Price
$37.28
Best Price (1Y)
$37.55
Current Price
$36.62
Return
-1.8%
Wintrust Financial Corp.
WTFC
Oct 05, 2026
Analyst
-
Signal & Target
BUY
$195.00
Start Price
$145.02
Best Price (1Y)
$147.16
Current Price
$143.54
Return
-1.0%
Horizon Bancorp Inc (IN)
HBNC
Oct 02, 2026
Analyst
Nathan Race
Signal & Target
BUY
$24.00
Start Price
$19.08
Best Price (1Y)
$19.80
Current Price
$19.33
Return
+1.3%
Cigna Group (The)
CI
Oct 02, 2026
Analyst
Jessica Tassan
Signal & Target
BUY
$370.00
Start Price
$267.96
Best Price (1Y)
$300.11
Current Price
$298.81
Return
+11.5%
Nasdaq Inc - Ordinary Shares - 144A
NDAQ
Oct 02, 2026
Analyst
-
Signal & Target
BUY
$108.00
Start Price
$91.67
Best Price (1Y)
$94.85
Current Price
$93.50
Return
+2.0%
ServisFirst Bancshares Inc
SFBS
Oct 02, 2026
Analyst
-
Signal & Target
BUY
$46.00
Start Price
$39.75
Best Price (1Y)
$40.39
Current Price
$39.56
Return
-0.5%
National Energy Services Reunited Corp
NESR
Oct 02, 2026
Analyst
-
Signal & Target
BUY
$39.00
Start Price
$24.94
Best Price (1Y)
$26.02
Current Price
$19.11
Return
-23.4%
Medallion Financial Corp.
MFIN
Oct 02, 2026
Analyst
Manuel Navas
Signal & Target
BUY
$12.00
Start Price
$11.92
Best Price (1Y)
$12.15
Current Price
$11.19
Return
-6.1%
Cigna Group (The)
CI
Oct 02, 2026
Analyst
-
Signal & Target
BUY
$387.00
Start Price
$268.88
Best Price (1Y)
$300.11
Current Price
$298.81
Return
+11.1%
Marex Group Plc
MRX
Oct 02, 2026
Analyst
-
Signal & Target
BUY
$80.00
Start Price
$70.96
Best Price (1Y)
$75.99
Current Price
$72.30
Return
+1.9%
Nike, Inc. - Ordinary Shares - Class B
NKE
Oct 02, 2026
Analyst
-
Signal & Target
SELL
$28.00
Start Price
$35.15
Best Price (1Y)
$31.97
Current Price
$37.14
Return
-5.7%
Independent Bank Group Inc
IBTX
Oct 02, 2026
Analyst
Nathan Rice
Signal & Target
SELL
$42.00
Start Price
$60.67
Best Price (1Y)
-
Current Price
$60.67
Return
0.0%
Alerus Financial Corp
ALRS
Oct 02, 2026
Analyst
Nathan Race
Signal & Target
BUY
$38.00
Start Price
$31.73
Best Price (1Y)
$32.99
Current Price
$30.71
Return
-3.2%
BankUnited Inc
BKU
Oct 02, 2026
Analyst
-
Signal & Target
BUY
$47.00
Start Price
$42.72
Best Price (1Y)
$43.60
Current Price
$42.01
Return
-1.7%
Pinnacle Financial Partners Inc.
PNFP
Oct 02, 2026
Analyst
Stephen Scouten
Signal & Target
BUY
$125.00
Start Price
$94.63
Best Price (1Y)
$97.87
Current Price
$94.39
Return
-0.3%
Analyst
Nathan Race
Signal & Target
BUY
$52.00
Start Price
$47.48
Best Price (1Y)
$48.04
Current Price
$46.68
Return
-1.7%
Trico Bancshares
TCBK
Oct 01, 2026
Analyst
Matthew Clark
Signal & Target
BUY
$56.50
Start Price
$51.19
Best Price (1Y)
$52.61
Current Price
$51.89
Return
+1.4%
Analyst
-
Signal & Target
BUY
$49.00
Start Price
$39.19
Best Price (1Y)
$39.22
Current Price
$37.74
Return
-3.7%
Preferred Bank (Los Angeles, CA)
PFBC
Oct 01, 2026
Analyst
-
Signal & Target
BUY
$120.00
Start Price
$104.73
Best Price (1Y)
$108.50
Current Price
$103.59
Return
-1.1%
Bank of Marin Bancorp
BMRC
Oct 01, 2026
Analyst
Matthew Clark
Signal & Target
BUY
$29.00
Start Price
$27.08
Best Price (1Y)
$27.81
Current Price
$26.39
Return
-2.5%
Banner Corp.
BANR
Oct 01, 2026
Analyst
-
Signal & Target
BUY
$71.00
Start Price
$67.00
Best Price (1Y)
$68.81
Current Price
$67.34
Return
+0.5%
VF Corp.
VFC
Oct 01, 2026
Analyst
Anna Andreeva
Signal & Target
BUY
$16.00
Start Price
$14.27
Best Price (1Y)
$17.37
Current Price
$17.00
Return
+19.1%
Zions Bancorporation N.A
ZION
Oct 01, 2026
Analyst
-
Signal & Target
BUY
$68.00
Start Price
$62.65
Best Price (1Y)
$63.85
Current Price
$63.01
Return
+0.6%
Bank of Hawaii Corp.
BOH
Oct 01, 2026
Analyst
-
Signal & Target
BUY
$78.00
Start Price
$68.92
Best Price (1Y)
$70.02
Current Price
$67.19
Return
-2.5%
Recent Upgrades / Downgrades
| Date | Stock | Action | From | To |
|---|---|---|---|---|
| Oct 09, 2026 |
Arbor Realty Trust Inc.
ABR
|
Hold | Underweight | Underweight |
| Oct 09, 2026 |
Jack Henry & Associates, Inc.
JKHY
|
Upgrade | Neutral | Overweight |
| Oct 09, 2026 |
Northpointe Bancshares, Inc.
NPB
|
Hold | Overweight | Overweight |
| Oct 09, 2026 |
AG Mortgage Investment Trust Inc
MITT
|
Hold | Overweight | Overweight |
| Oct 09, 2026 |
Mid Penn Bancorp, Inc.
MPB
|
Initialise | Overweight | Overweight |
| Oct 08, 2026 |
Generac Holdings Inc
GNRC
|
Initialise | Overweight | Overweight |
| Oct 08, 2026 |
PulteGroup Inc
PHM
|
Downgrade | Hold | |
| Oct 08, 2026 |
Global Payments, Inc.
GPN
|
Initialise | Neutral | Overweight |
| Oct 08, 2026 |
ProShares S&P 500 Dynamic Buffer ETF
FB
|
Hold | Overweight | Overweight |
| Oct 08, 2026 |
Constellation Brands Inc - Ordinary Shares - Class A
STZ
|
Hold | Neutral | Neutral |
| Oct 08, 2026 |
Spotify Technology S.A.
SPOT
|
Initialise | Neutral | Neutral |
| Oct 08, 2026 |
Alibaba Group Holding Ltd - ADR
BABA
|
Downgrade | Hold | |
| Oct 08, 2026 |
LCNB Corp
LCNB
|
Initialise | Neutral | |
| Oct 07, 2026 |
Neogenomics Inc.
NEO
|
Hold | Overweight | Overweight |
| Oct 07, 2026 |
Live Oak Bancshares Inc
LOB
|
Hold | Neutral | Neutral |
| Oct 07, 2026 |
Marvell Technology Inc
MRVL
|
Hold | Overweight | Overweight |
| Oct 07, 2026 |
Oruka Therapeutics, Inc.
ORKA
|
Hold | Overweight | Overweight |
| Oct 07, 2026 |
Federal Realty Investment Trust.
FRT
|
Hold | Overweight | Overweight |
| Oct 06, 2026 |
Goosehead Insurance Inc - Ordinary Shares - Class A
GSHD
|
Downgrade | Overweight | Neutral |
| Oct 06, 2026 |
Community Financial System Inc.
CBU
|
Hold | Neutral | Neutral |
| Oct 06, 2026 |
Ryan Specialty Holdings Inc - Ordinary Shares Class A
RYAN
|
Hold | Neutral | Neutral |
| Oct 06, 2026 |
Wesbanco, Inc.
WSBC
|
Hold | Neutral | Neutral |
| Oct 06, 2026 |
Skyworks Solutions, Inc.
SWKS
|
Downgrade | Overweight | Neutral |
| Oct 06, 2026 |
Hormel Foods Corp.
HRL
|
Hold | Neutral | Neutral |
| Oct 05, 2026 |
Unity Software Inc
U
|
Hold | Overweight | Overweight |
| Oct 05, 2026 |
Commerce Bancshares, Inc.
CBSH
|
Hold | Neutral | Neutral |
| Oct 05, 2026 |
Merchants Bancorp
MBIN
|
Hold | Overweight | Overweight |
| Oct 05, 2026 |
Wintrust Financial Corp.
WTFC
|
Hold | Overweight | Overweight |
| Oct 05, 2026 |
Freshpet Inc
FRPT
|
Hold | Overweight | Overweight |
| Oct 05, 2026 |
Shopify Inc - Ordinary Shares - Class A
SHOP
|
Hold | Overweight | Overweight |
| Oct 02, 2026 |
Marex Group Plc
MRX
|
Hold | Overweight | Overweight |
| Oct 02, 2026 |
Intercontinental Exchange Inc
ICE
|
Hold | Overweight | Overweight |
| Oct 02, 2026 |
Nasdaq Inc - Ordinary Shares - 144A
NDAQ
|
Hold | Overweight | Overweight |
| Oct 02, 2026 |
Gaming and Leisure Properties Inc
GLPI
|
Upgrade | Buy | |
| Oct 02, 2026 |
Medallion Financial Corp.
MFIN
|
Hold | Neutral | Neutral |
| Oct 02, 2026 |
Independent Bank Corporation (Ionia, MI)
IBCP
|
Upgrade | Neutral | Overweight |
| Oct 02, 2026 |
Cigna Group (The)
CI
|
Hold | Overweight | Overweight |
| Oct 02, 2026 |
First Busey Corp.
BUSE
|
Downgrade | Overweight | Neutral |
| Oct 02, 2026 |
Horizon Bancorp Inc (IN)
HBNC
|
Upgrade | Neutral | Overweight |
| Oct 02, 2026 |
Pinnacle Financial Partners Inc.
PNFP
|
Hold | Overweight | Overweight |
| Oct 02, 2026 |
National Energy Services Reunited Corp
NESR
|
Hold | Overweight | Overweight |
| Oct 02, 2026 |
Independent Bank Group Inc
IBTX
|
Upgrade | Overweight | Outperform |
| Oct 02, 2026 |
Equity Bancshares Inc - Ordinary Shares - Class A
EQBK
|
Downgrade | Overweight | Neutral |
| Oct 02, 2026 |
Virtu Financial Inc - Ordinary Shares - Class A
VIRT
|
Hold | Overweight | Overweight |
| Oct 02, 2026 |
Alerus Financial Corp
ALRS
|
Upgrade | Neutral | Overweight |
| Oct 02, 2026 |
Citizens Holding Co
CIZN
|
Upgrade | Outperform | |
| Oct 02, 2026 |
Coinbase Global Inc - Ordinary Shares - Class A
COIN
|
Hold | Neutral | Neutral |
| Oct 02, 2026 |
Applovin Corp - Ordinary Shares - Class A
APP
|
Hold | Neutral | Neutral |
| Oct 01, 2026 |
VF Corp.
VFC
|
Hold | Neutral | Neutral |
| Oct 01, 2026 |
Trico Bancshares
TCBK
|
Hold | Neutral | Neutral |
Arbor Realty Trust Inc.
ABR
Oct 09
Action
Hold
From
Underweight
To
Underweight
Action
Upgrade
From
Neutral
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Mid Penn Bancorp, Inc.
MPB
Oct 09
Action
Initialise
From
Overweight
To
Overweight
Generac Holdings Inc
GNRC
Oct 08
Action
Initialise
From
Overweight
To
Overweight
PulteGroup Inc
PHM
Oct 08
Action
Downgrade
From
-
To
Hold
Global Payments, Inc.
GPN
Oct 08
Action
Initialise
From
Neutral
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Neutral
To
Neutral
Spotify Technology S.A.
SPOT
Oct 08
Action
Initialise
From
Neutral
To
Neutral
Action
Downgrade
From
-
To
Hold
LCNB Corp
LCNB
Oct 08
Action
Initialise
From
-
To
Neutral
Neogenomics Inc.
NEO
Oct 07
Action
Hold
From
Overweight
To
Overweight
Live Oak Bancshares Inc
LOB
Oct 07
Action
Hold
From
Neutral
To
Neutral
Marvell Technology Inc
MRVL
Oct 07
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Downgrade
From
Overweight
To
Neutral
Action
Hold
From
Neutral
To
Neutral
Action
Hold
From
Neutral
To
Neutral
Wesbanco, Inc.
WSBC
Oct 06
Action
Hold
From
Neutral
To
Neutral
Action
Downgrade
From
Overweight
To
Neutral
Hormel Foods Corp.
HRL
Oct 06
Action
Hold
From
Neutral
To
Neutral
Unity Software Inc
U
Oct 05
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Neutral
To
Neutral
Merchants Bancorp
MBIN
Oct 05
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Freshpet Inc
FRPT
Oct 05
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Marex Group Plc
MRX
Oct 02
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Upgrade
From
-
To
Buy
Action
Hold
From
Neutral
To
Neutral
Action
Upgrade
From
Neutral
To
Overweight
Cigna Group (The)
CI
Oct 02
Action
Hold
From
Overweight
To
Overweight
First Busey Corp.
BUSE
Oct 02
Action
Downgrade
From
Overweight
To
Neutral
Action
Upgrade
From
Neutral
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Upgrade
From
Overweight
To
Outperform
Action
Downgrade
From
Overweight
To
Neutral
Action
Hold
From
Overweight
To
Overweight
Alerus Financial Corp
ALRS
Oct 02
Action
Upgrade
From
Neutral
To
Overweight
Citizens Holding Co
CIZN
Oct 02
Action
Upgrade
From
-
To
Outperform
Action
Hold
From
Neutral
To
Neutral
Action
Hold
From
Neutral
To
Neutral
VF Corp.
VFC
Oct 01
Action
Hold
From
Neutral
To
Neutral
Trico Bancshares
TCBK
Oct 01
Action
Hold
From
Neutral
To
Neutral