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.
+17.2%
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%
2290 W / 2079 L
Target Met
How often was the target reached?
Hits vs. Total.
Hits vs. Total.
80%
2308 W / 561 L
Precision Hit
How often precise (±3%)?
Hits vs. Total.
Hits vs. Total.
16%
467 W / 2402 L
Bullseye Hit
How often perfect (±1%)?
Hits vs. Total.
Hits vs. Total.
6%
172 W / 2697 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%
957 W / 921 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%
2035 W / 1868 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).
55%
255 W / 211 L
Latest Price Targets
| Date | Stock | Signal | Analyst | Target | Start Price | Best Price (1Y) | Current Price |
|---|---|---|---|---|---|---|---|
| Sep 17, 2026 |
Oscar Health Inc - Ordinary Shares - Class A
OSCR
|
BUY | Jessica Tassan |
$48.00
Est. +48%
|
$32.34 | $34.12 |
$28.87
-10.7%
|
| Sep 17, 2026 |
Fluence Energy Inc - Ordinary Shares - Class A
FLNC
|
SELL | - |
$5.00
Est. +45%
|
$9.05 | $7.01 (Low) |
$7.46
+17.6%
|
| Sep 17, 2026 |
Block Inc - Ordinary Shares - Class A
SQ
|
BUY | Bill Carcache |
$105.00
Est. +26%
|
$83.46 | - |
$83.46
0.0%
|
| Sep 17, 2026 |
Bancorp Inc. (The)
TBBK
|
BUY | - |
$75.00
Est. +48%
|
$50.73 | $51.47 |
$49.99
-1.5%
|
| Sep 16, 2026 |
Bristol-Myers Squibb Co.
BMY
|
BUY | - |
$82.00
Est. +29%
|
$63.73 | $64.38 |
$61.50
-3.5%
|
| Sep 16, 2026 |
Jack Henry & Associates, Inc.
JKHY
|
BUY | Bill Carcache |
$175.00
Est. +14%
|
$154.07 | $160.58 |
$147.75
-4.1%
|
| Sep 15, 2026 |
Scholar Rock Holding Corp
SRRK
|
BUY | Allison Bratzel |
$75.00
Est. +45%
|
$51.85 | $51.74 |
$48.61
-6.2%
|
| Sep 14, 2026 |
Banner Corp.
BANR
|
BUY | - |
$74.00
Est. +4%
|
$71.45 | $72.59 |
$68.79
-3.7%
|
| Sep 11, 2026 |
Kimberly-Clark Corp.
KMB
|
BUY | - |
$118.00
Est. +20%
|
$98.48 | $100.92 |
$97.22
-1.3%
|
| Sep 11, 2026 |
Adobe Inc
ADBE
|
BUY | - |
$250.00
Est. +0%
|
$248.83 | $266.09 |
$238.93
-4.0%
|
| Sep 10, 2026 |
Cooper Companies, Inc.
COO
|
SELL | Jason Bednar |
$59.00
Est. +7%
|
$63.48 | $51.01 (Low) |
$55.38
+12.8%
|
| Sep 10, 2026 |
Q2 Holdings Inc
QTWO
|
BUY | Bill Carcache |
$82.00
Est. +36%
|
$60.33 | $62.43 |
$56.45
-6.4%
|
| Sep 10, 2026 |
Jack Henry & Associates, Inc.
JKHY
|
BUY | - |
$171.00
Est. +6%
|
$161.42 | $168.28 |
$147.75
-8.5%
|
| Sep 10, 2026 |
Global Payments, Inc.
GPN
|
BUY | - |
$101.00
Est. +14%
|
$88.55 | $90.55 |
$85.31
-3.7%
|
| Sep 10, 2026 |
Tyson Foods, Inc. - Ordinary Shares - Class A
TSN
|
BUY | - |
$66.00
Est. +28%
|
$51.74 | $54.23 |
$51.14
-1.2%
|
| Sep 10, 2026 |
Vita Coco Company Inc (The)
COCO
|
BUY | - |
$83.00
Est. +61%
|
$51.49 | $61.30 |
$59.17
+14.9%
|
| Sep 10, 2026 |
WEX Inc
WEX
|
BUY | - |
$209.00
Est. +10%
|
$190.03 | $203.94 |
$185.43
-2.4%
|
| Sep 10, 2026 |
Fidelity National Information Services, Inc.
FIS
|
BUY | - |
$42.00
Est. +9%
|
$38.52 | $40.18 |
$35.01
-9.1%
|
| Sep 09, 2026 |
First Solar Inc
FSLR
|
BUY | - |
$260.00
Est. +22%
|
$213.25 | $220.98 |
$172.16
-19.3%
|
| Sep 09, 2026 |
Arm Holdings plc. - ADR
ARM
|
BUY | - |
$320.00
Est. +21%
|
$264.23 | $336.98 |
$306.34
+15.9%
|
| Sep 09, 2026 |
Intel Corp.
INTC
|
BUY | - |
$110.00
Est. +4%
|
$106.24 | $127.43 |
$127.39
+19.9%
|
| Sep 09, 2026 |
Qualcomm, Inc.
QCOM
|
BUY | - |
$190.00
Est. +8%
|
$176.40 | $199.61 |
$194.26
+10.1%
|
| Sep 09, 2026 |
CVS Health Corp
CVS
|
BUY | - |
$112.00
Est. +20%
|
$93.05 | $97.69 |
$85.05
-8.6%
|
| Sep 09, 2026 |
Marvell Technology Inc
MRVL
|
BUY | - |
$270.00
Est. +15%
|
$235.01 | $265.96 |
$258.95
+10.2%
|
| Sep 09, 2026 |
NVIDIA Corp
NVDA
|
BUY | - |
$300.00
Est. +34%
|
$223.67 | $229.97 |
$224.58
+0.4%
|
| Sep 09, 2026 |
Primoris Services Corp
PRIM
|
BUY | - |
$90.00
Est. +19%
|
$75.45 | $79.94 |
$72.25
-4.2%
|
| Sep 09, 2026 |
Broadcom Inc
AVGO
|
BUY | - |
$460.00
Est. +26%
|
$364.38 | $368.01 |
$350.36
-3.8%
|
| Sep 09, 2026 |
Advanced Micro Devices Inc.
AMD
|
BUY | - |
$600.00
Est. +15%
|
$521.10 | $630.69 |
$629.26
+20.8%
|
| Sep 08, 2026 |
Quanta Services, Inc.
PWR
|
BUY | - |
$731.00
Est. +14%
|
$639.05 | $653.87 |
$643.50
+0.7%
|
| Sep 08, 2026 |
Mastec Inc.
MTZ
|
BUY | - |
$321.00
Est. +30%
|
$246.18 | $252.35 |
$211.95
-13.9%
|
| Sep 08, 2026 |
Equity Bancshares Inc - Ordinary Shares - Class A
EQBK
|
BUY | - |
$60.00
Est. +18%
|
$50.97 | $50.95 |
$48.17
-5.5%
|
| Sep 08, 2026 |
Tyra Biosciences Inc
TYRA
|
BUY | Allison Bratzel |
$56.00
Est. +95%
|
$28.70 | $29.48 |
$22.41
-21.9%
|
| Sep 08, 2026 |
Fluence Energy Inc - Ordinary Shares - Class A
FLNC
|
SELL | - |
$6.00
Est. +46%
|
$11.04 | $7.01 (Low) |
$7.46
+32.4%
|
| Sep 08, 2026 |
Array Technologies Inc
ARRY
|
BUY | Dimple Gosai |
$5.00
Est. +6%
|
$4.70 | $4.93 |
$3.93
-16.4%
|
| Sep 08, 2026 |
Analog Devices Inc.
ADI
|
BUY | - |
$460.00
Est. +26%
|
$365.79 | $390.54 |
$382.61
+4.6%
|
| Sep 08, 2026 |
Argan, Inc.
AGX
|
SELL | - |
$273.00
Est. +37%
|
$436.78 | $361.06 (Low) |
$361.06
+17.3%
|
| Sep 08, 2026 |
Oklo Inc. - Ordinary Shares - Class A
OKLO
|
BUY | - |
$55.00
Est. +27%
|
$43.31 | $44.77 |
$38.29
-11.6%
|
| Sep 08, 2026 |
X-Energy, Inc. Class A Common Stock
XE
|
SELL | - |
$9.00
Est. +53%
|
$19.15 | $14.33 (Low) |
$15.72
+17.9%
|
| Sep 08, 2026 |
Shopify Inc - Ordinary Shares - Class A
SHOP
|
BUY | James Callahan |
$180.00
Est. +24%
|
$145.09 | $151.26 |
$145.16
+0.0%
|
| Sep 08, 2026 |
Nextracker Inc - Ordinary Shares - Class A
NXT
|
BUY | Dimple Gosai |
$116.00
Est. +36%
|
$85.45 | $87.82 |
$79.97
-6.4%
|
| Sep 08, 2026 |
Sotera Health Co
SHC
|
BUY | Jason Bednar |
$25.00
Est. +33%
|
$18.74 | $19.64 |
$18.45
-1.5%
|
| Sep 04, 2026 |
Samsara Inc - Ordinary Shares - Class A
IOT
|
BUY | - |
$46.00
Est. +19%
|
$38.75 | $45.12 |
$39.32
+1.5%
|
| Sep 04, 2026 |
DocuSign Inc
DOCU
|
BUY | Rob Owens |
$75.00
Est. +14%
|
$65.97 | $74.07 |
$68.99
+4.6%
|
| Sep 04, 2026 |
Orange County Bancorp Inc
OBT
|
BUY | - |
$44.00
Est. +15%
|
$38.40 | $39.02 |
$37.38
-2.7%
|
| Sep 04, 2026 |
Zscaler Inc
ZS
|
SELL | Rob Owens |
$175.00
Est. +2%
|
$177.80 | $159.24 (Low) |
$214.64
-20.7%
|
| Sep 04, 2026 |
Lululemon Athletica inc.
LULU
|
SELL | - |
$80.00
Est. +34%
|
$121.77 | $95.35 (Low) |
$101.64
+16.5%
|
| Sep 04, 2026 |
Simmons First National Corp. - Ordinary Shares - Class A
SFNC
|
BUY | - |
$27.50
Est. +20%
|
$22.98 | $23.99 |
$23.06
+0.3%
|
| Sep 04, 2026 |
Asana Inc - Ordinary Shares - Class A
ASAN
|
SELL | - |
$9.00
Est. +11%
|
$10.09 | $8.09 (Low) |
$9.16
+9.2%
|
| Sep 03, 2026 |
Hewlett Packard Enterprise Co
HPE
|
BUY | James Fish |
$57.00
Est. +10%
|
$51.86 | $65.48 |
$63.54
+22.5%
|
| Sep 03, 2026 |
Exxon Mobil Corp.
XOM
|
BUY | - |
$185.00
Est. +13%
|
$164.17 | $169.64 |
$162.05
-1.3%
|
Oscar Health Inc - Ordinary Shares - Class A
OSCR
Sep 17, 2026
Analyst
Jessica Tassan
Signal & Target
BUY
$48.00
Start Price
$32.34
Best Price (1Y)
$34.12
Current Price
$28.87
Return
-10.7%
Fluence Energy Inc - Ordinary Shares - Class A
FLNC
Sep 17, 2026
Analyst
-
Signal & Target
SELL
$5.00
Start Price
$9.05
Best Price (1Y)
$7.01
Current Price
$7.46
Return
+17.6%
Block Inc - Ordinary Shares - Class A
SQ
Sep 17, 2026
Analyst
Bill Carcache
Signal & Target
BUY
$105.00
Start Price
$83.46
Best Price (1Y)
-
Current Price
$83.46
Return
0.0%
Bancorp Inc. (The)
TBBK
Sep 17, 2026
Analyst
-
Signal & Target
BUY
$75.00
Start Price
$50.73
Best Price (1Y)
$51.47
Current Price
$49.99
Return
-1.5%
Bristol-Myers Squibb Co.
BMY
Sep 16, 2026
Analyst
-
Signal & Target
BUY
$82.00
Start Price
$63.73
Best Price (1Y)
$64.38
Current Price
$61.50
Return
-3.5%
Jack Henry & Associates, Inc.
JKHY
Sep 16, 2026
Analyst
Bill Carcache
Signal & Target
BUY
$175.00
Start Price
$154.07
Best Price (1Y)
$160.58
Current Price
$147.75
Return
-4.1%
Scholar Rock Holding Corp
SRRK
Sep 15, 2026
Analyst
Allison Bratzel
Signal & Target
BUY
$75.00
Start Price
$51.85
Best Price (1Y)
$51.74
Current Price
$48.61
Return
-6.2%
Banner Corp.
BANR
Sep 14, 2026
Analyst
-
Signal & Target
BUY
$74.00
Start Price
$71.45
Best Price (1Y)
$72.59
Current Price
$68.79
Return
-3.7%
Kimberly-Clark Corp.
KMB
Sep 11, 2026
Analyst
-
Signal & Target
BUY
$118.00
Start Price
$98.48
Best Price (1Y)
$100.92
Current Price
$97.22
Return
-1.3%
Adobe Inc
ADBE
Sep 11, 2026
Analyst
-
Signal & Target
BUY
$250.00
Start Price
$248.83
Best Price (1Y)
$266.09
Current Price
$238.93
Return
-4.0%
Cooper Companies, Inc.
COO
Sep 10, 2026
Analyst
Jason Bednar
Signal & Target
SELL
$59.00
Start Price
$63.48
Best Price (1Y)
$51.01
Current Price
$55.38
Return
+12.8%
Q2 Holdings Inc
QTWO
Sep 10, 2026
Analyst
Bill Carcache
Signal & Target
BUY
$82.00
Start Price
$60.33
Best Price (1Y)
$62.43
Current Price
$56.45
Return
-6.4%
Jack Henry & Associates, Inc.
JKHY
Sep 10, 2026
Analyst
-
Signal & Target
BUY
$171.00
Start Price
$161.42
Best Price (1Y)
$168.28
Current Price
$147.75
Return
-8.5%
Global Payments, Inc.
GPN
Sep 10, 2026
Analyst
-
Signal & Target
BUY
$101.00
Start Price
$88.55
Best Price (1Y)
$90.55
Current Price
$85.31
Return
-3.7%
Tyson Foods, Inc. - Ordinary Shares - Class A
TSN
Sep 10, 2026
Analyst
-
Signal & Target
BUY
$66.00
Start Price
$51.74
Best Price (1Y)
$54.23
Current Price
$51.14
Return
-1.2%
Vita Coco Company Inc (The)
COCO
Sep 10, 2026
Analyst
-
Signal & Target
BUY
$83.00
Start Price
$51.49
Best Price (1Y)
$61.30
Current Price
$59.17
Return
+14.9%
WEX Inc
WEX
Sep 10, 2026
Analyst
-
Signal & Target
BUY
$209.00
Start Price
$190.03
Best Price (1Y)
$203.94
Current Price
$185.43
Return
-2.4%
Fidelity National Information Services, Inc.
FIS
Sep 10, 2026
Analyst
-
Signal & Target
BUY
$42.00
Start Price
$38.52
Best Price (1Y)
$40.18
Current Price
$35.01
Return
-9.1%
First Solar Inc
FSLR
Sep 09, 2026
Analyst
-
Signal & Target
BUY
$260.00
Start Price
$213.25
Best Price (1Y)
$220.98
Current Price
$172.16
Return
-19.3%
Arm Holdings plc. - ADR
ARM
Sep 09, 2026
Analyst
-
Signal & Target
BUY
$320.00
Start Price
$264.23
Best Price (1Y)
$336.98
Current Price
$306.34
Return
+15.9%
Intel Corp.
INTC
Sep 09, 2026
Analyst
-
Signal & Target
BUY
$110.00
Start Price
$106.24
Best Price (1Y)
$127.43
Current Price
$127.39
Return
+19.9%
Qualcomm, Inc.
QCOM
Sep 09, 2026
Analyst
-
Signal & Target
BUY
$190.00
Start Price
$176.40
Best Price (1Y)
$199.61
Current Price
$194.26
Return
+10.1%
CVS Health Corp
CVS
Sep 09, 2026
Analyst
-
Signal & Target
BUY
$112.00
Start Price
$93.05
Best Price (1Y)
$97.69
Current Price
$85.05
Return
-8.6%
Marvell Technology Inc
MRVL
Sep 09, 2026
Analyst
-
Signal & Target
BUY
$270.00
Start Price
$235.01
Best Price (1Y)
$265.96
Current Price
$258.95
Return
+10.2%
NVIDIA Corp
NVDA
Sep 09, 2026
Analyst
-
Signal & Target
BUY
$300.00
Start Price
$223.67
Best Price (1Y)
$229.97
Current Price
$224.58
Return
+0.4%
Primoris Services Corp
PRIM
Sep 09, 2026
Analyst
-
Signal & Target
BUY
$90.00
Start Price
$75.45
Best Price (1Y)
$79.94
Current Price
$72.25
Return
-4.2%
Broadcom Inc
AVGO
Sep 09, 2026
Analyst
-
Signal & Target
BUY
$460.00
Start Price
$364.38
Best Price (1Y)
$368.01
Current Price
$350.36
Return
-3.8%
Advanced Micro Devices Inc.
AMD
Sep 09, 2026
Analyst
-
Signal & Target
BUY
$600.00
Start Price
$521.10
Best Price (1Y)
$630.69
Current Price
$629.26
Return
+20.8%
Quanta Services, Inc.
PWR
Sep 08, 2026
Analyst
-
Signal & Target
BUY
$731.00
Start Price
$639.05
Best Price (1Y)
$653.87
Current Price
$643.50
Return
+0.7%
Mastec Inc.
MTZ
Sep 08, 2026
Analyst
-
Signal & Target
BUY
$321.00
Start Price
$246.18
Best Price (1Y)
$252.35
Current Price
$211.95
Return
-13.9%
Analyst
-
Signal & Target
BUY
$60.00
Start Price
$50.97
Best Price (1Y)
$50.95
Current Price
$48.17
Return
-5.5%
Tyra Biosciences Inc
TYRA
Sep 08, 2026
Analyst
Allison Bratzel
Signal & Target
BUY
$56.00
Start Price
$28.70
Best Price (1Y)
$29.48
Current Price
$22.41
Return
-21.9%
Fluence Energy Inc - Ordinary Shares - Class A
FLNC
Sep 08, 2026
Analyst
-
Signal & Target
SELL
$6.00
Start Price
$11.04
Best Price (1Y)
$7.01
Current Price
$7.46
Return
+32.4%
Array Technologies Inc
ARRY
Sep 08, 2026
Analyst
Dimple Gosai
Signal & Target
BUY
$5.00
Start Price
$4.70
Best Price (1Y)
$4.93
Current Price
$3.93
Return
-16.4%
Analog Devices Inc.
ADI
Sep 08, 2026
Analyst
-
Signal & Target
BUY
$460.00
Start Price
$365.79
Best Price (1Y)
$390.54
Current Price
$382.61
Return
+4.6%
Argan, Inc.
AGX
Sep 08, 2026
Analyst
-
Signal & Target
SELL
$273.00
Start Price
$436.78
Best Price (1Y)
$361.06
Current Price
$361.06
Return
+17.3%
Oklo Inc. - Ordinary Shares - Class A
OKLO
Sep 08, 2026
Analyst
-
Signal & Target
BUY
$55.00
Start Price
$43.31
Best Price (1Y)
$44.77
Current Price
$38.29
Return
-11.6%
X-Energy, Inc. Class A Common Stock
XE
Sep 08, 2026
Analyst
-
Signal & Target
SELL
$9.00
Start Price
$19.15
Best Price (1Y)
$14.33
Current Price
$15.72
Return
+17.9%
Shopify Inc - Ordinary Shares - Class A
SHOP
Sep 08, 2026
Analyst
James Callahan
Signal & Target
BUY
$180.00
Start Price
$145.09
Best Price (1Y)
$151.26
Current Price
$145.16
Return
+0.0%
Nextracker Inc - Ordinary Shares - Class A
NXT
Sep 08, 2026
Analyst
Dimple Gosai
Signal & Target
BUY
$116.00
Start Price
$85.45
Best Price (1Y)
$87.82
Current Price
$79.97
Return
-6.4%
Sotera Health Co
SHC
Sep 08, 2026
Analyst
Jason Bednar
Signal & Target
BUY
$25.00
Start Price
$18.74
Best Price (1Y)
$19.64
Current Price
$18.45
Return
-1.5%
Samsara Inc - Ordinary Shares - Class A
IOT
Sep 04, 2026
Analyst
-
Signal & Target
BUY
$46.00
Start Price
$38.75
Best Price (1Y)
$45.12
Current Price
$39.32
Return
+1.5%
DocuSign Inc
DOCU
Sep 04, 2026
Analyst
Rob Owens
Signal & Target
BUY
$75.00
Start Price
$65.97
Best Price (1Y)
$74.07
Current Price
$68.99
Return
+4.6%
Orange County Bancorp Inc
OBT
Sep 04, 2026
Analyst
-
Signal & Target
BUY
$44.00
Start Price
$38.40
Best Price (1Y)
$39.02
Current Price
$37.38
Return
-2.7%
Zscaler Inc
ZS
Sep 04, 2026
Analyst
Rob Owens
Signal & Target
SELL
$175.00
Start Price
$177.80
Best Price (1Y)
$159.24
Current Price
$214.64
Return
-20.7%
Lululemon Athletica inc.
LULU
Sep 04, 2026
Analyst
-
Signal & Target
SELL
$80.00
Start Price
$121.77
Best Price (1Y)
$95.35
Current Price
$101.64
Return
+16.5%
Analyst
-
Signal & Target
BUY
$27.50
Start Price
$22.98
Best Price (1Y)
$23.99
Current Price
$23.06
Return
+0.3%
Asana Inc - Ordinary Shares - Class A
ASAN
Sep 04, 2026
Analyst
-
Signal & Target
SELL
$9.00
Start Price
$10.09
Best Price (1Y)
$8.09
Current Price
$9.16
Return
+9.2%
Hewlett Packard Enterprise Co
HPE
Sep 03, 2026
Analyst
James Fish
Signal & Target
BUY
$57.00
Start Price
$51.86
Best Price (1Y)
$65.48
Current Price
$63.54
Return
+22.5%
Exxon Mobil Corp.
XOM
Sep 03, 2026
Analyst
-
Signal & Target
BUY
$185.00
Start Price
$164.17
Best Price (1Y)
$169.64
Current Price
$162.05
Return
-1.3%
Recent Upgrades / Downgrades
| Date | Stock | Action | From | To |
|---|---|---|---|---|
| Sep 17, 2026 |
Oscar Health Inc - Ordinary Shares - Class A
OSCR
|
Hold | Overweight | Overweight |
| Sep 17, 2026 |
Block Inc - Ordinary Shares - Class A
SQ
|
Hold | Overweight | Overweight |
| Sep 16, 2026 |
Inventiva - ADR
IVA
|
Hold | Overweight | Overweight |
| Sep 16, 2026 |
Viatris Inc
VTRS
|
Hold | Neutral | Neutral |
| Sep 16, 2026 |
Coca-Cola Co
KO
|
Hold | Overweight | Overweight |
| Sep 16, 2026 |
Bristol-Myers Squibb Co.
BMY
|
Hold | Overweight | Overweight |
| Sep 16, 2026 |
Jack Henry & Associates, Inc.
JKHY
|
Hold | Neutral | Neutral |
| Sep 15, 2026 |
Guardant Health Inc
GH
|
Hold | Overweight | Overweight |
| Sep 15, 2026 |
Advanced Micro Devices Inc.
AMD
|
Hold | Overweight | Overweight |
| Sep 15, 2026 |
Scholar Rock Holding Corp
SRRK
|
Hold | Overweight | Overweight |
| Sep 14, 2026 |
Banner Corp.
BANR
|
Hold | Overweight | Overweight |
| Sep 14, 2026 |
Tesla Inc
TSLA
|
Initialise | Sell | Overweight |
| Sep 11, 2026 |
Adobe Inc
ADBE
|
Hold | Neutral | Neutral |
| Sep 10, 2026 |
Q2 Holdings Inc
QTWO
|
Initialise | Neutral | Overweight |
| Sep 10, 2026 |
Jack Henry & Associates, Inc.
JKHY
|
Initialise | Neutral | |
| Sep 10, 2026 |
Fidelity National Information Services, Inc.
FIS
|
Initialise | Neutral | |
| Sep 10, 2026 |
Meta Platforms Inc - Ordinary Shares - Class A
META
|
Initialise | Overweight | Neutral |
| Sep 10, 2026 |
Global Payments, Inc.
GPN
|
Initialise | Neutral | Neutral |
| Sep 10, 2026 |
Cooper Companies, Inc.
COO
|
Downgrade | Overweight | Neutral |
| Sep 10, 2026 |
WEX Inc
WEX
|
Initialise | Neutral | |
| Sep 09, 2026 |
Intel Corp.
INTC
|
Initialise | Neutral | Neutral |
| Sep 09, 2026 |
Thermo Fisher Scientific Inc.
TMO
|
Initialise | Neutral | Overweight |
| Sep 09, 2026 |
Advanced Micro Devices Inc.
AMD
|
Initialise | Overweight | Overweight |
| Sep 09, 2026 |
First Solar Inc
FSLR
|
Initialise | Overweight | Overweight |
| Sep 09, 2026 |
Qualcomm, Inc.
QCOM
|
Initialise | Overweight | Neutral |
| Sep 09, 2026 |
Marvell Technology Inc
MRVL
|
Initialise | Overweight | Overweight |
| Sep 09, 2026 |
Broadcom Inc
AVGO
|
Initialise | Overweight | Overweight |
| Sep 09, 2026 |
NVIDIA Corp
NVDA
|
Initialise | Neutral | Overweight |
| Sep 09, 2026 |
Arm Holdings plc. - ADR
ARM
|
Initialise | Overweight | Overweight |
| Sep 09, 2026 |
Primoris Services Corp
PRIM
|
Initialise | Overweight | Neutral |
| Sep 08, 2026 |
Nextracker Inc - Ordinary Shares - Class A
NXT
|
Initialise | Overweight | Overweight |
| Sep 08, 2026 |
X-Energy, Inc. Class A Common Stock
XE
|
Initialise | Underweight | |
| Sep 08, 2026 |
Fluence Energy Inc - Ordinary Shares - Class A
FLNC
|
Initialise | Neutral | Underweight |
| Sep 08, 2026 |
Sotera Health Co
SHC
|
Hold | Overweight | Overweight |
| Sep 08, 2026 |
Array Technologies Inc
ARRY
|
Initialise | Neutral | Neutral |
| Sep 08, 2026 |
Equity Bancshares Inc - Ordinary Shares - Class A
EQBK
|
Hold | Overweight | Overweight |
| Sep 08, 2026 |
Quanta Services, Inc.
PWR
|
Initialise | Overweight | Overweight |
| Sep 08, 2026 |
Mastec Inc.
MTZ
|
Initialise | Overweight | Overweight |
| Sep 08, 2026 |
Shopify Inc - Ordinary Shares - Class A
SHOP
|
Hold | Overweight | Overweight |
| Sep 08, 2026 |
Argan, Inc.
AGX
|
Initialise | Underweight | |
| Sep 08, 2026 |
Tyra Biosciences Inc
TYRA
|
Hold | Overweight | Overweight |
| Sep 08, 2026 |
Oklo Inc. - Ordinary Shares - Class A
OKLO
|
Initialise | Overweight | |
| Sep 04, 2026 |
Samsara Inc - Ordinary Shares - Class A
IOT
|
Hold | Neutral | Neutral |
| Sep 04, 2026 |
Uber Technologies Inc
UBER
|
Downgrade | Overweight | Underweight |
| Sep 04, 2026 |
Zscaler Inc
ZS
|
Hold | Neutral | Neutral |
| Sep 04, 2026 |
DocuSign Inc
DOCU
|
Hold | Neutral | Neutral |
| Sep 04, 2026 |
Asana Inc - Ordinary Shares - Class A
ASAN
|
Hold | Neutral | Neutral |
| Sep 04, 2026 |
Simmons First National Corp. - Ordinary Shares - Class A
SFNC
|
Upgrade | Underweight | Overweight |
| Sep 04, 2026 |
Ormat Technologies Inc
ORA
|
Upgrade | Overweight | Overweight |
| Sep 03, 2026 |
Hewlett Packard Enterprise Co
HPE
|
Hold | Neutral | Neutral |
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Inventiva - ADR
IVA
Sep 16
Action
Hold
From
Overweight
To
Overweight
Viatris Inc
VTRS
Sep 16
Action
Hold
From
Neutral
To
Neutral
Coca-Cola Co
KO
Sep 16
Action
Hold
From
Overweight
To
Overweight
Bristol-Myers Squibb Co.
BMY
Sep 16
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Neutral
To
Neutral
Guardant Health Inc
GH
Sep 15
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Banner Corp.
BANR
Sep 14
Action
Hold
From
Overweight
To
Overweight
Tesla Inc
TSLA
Sep 14
Action
Initialise
From
Sell
To
Overweight
Adobe Inc
ADBE
Sep 11
Action
Hold
From
Neutral
To
Neutral
Q2 Holdings Inc
QTWO
Sep 10
Action
Initialise
From
Neutral
To
Overweight
Action
Initialise
From
-
To
Neutral
Action
Initialise
From
-
To
Neutral
Action
Initialise
From
Overweight
To
Neutral
Global Payments, Inc.
GPN
Sep 10
Action
Initialise
From
Neutral
To
Neutral
Cooper Companies, Inc.
COO
Sep 10
Action
Downgrade
From
Overweight
To
Neutral
WEX Inc
WEX
Sep 10
Action
Initialise
From
-
To
Neutral
Intel Corp.
INTC
Sep 09
Action
Initialise
From
Neutral
To
Neutral
Action
Initialise
From
Neutral
To
Overweight
Action
Initialise
From
Overweight
To
Overweight
First Solar Inc
FSLR
Sep 09
Action
Initialise
From
Overweight
To
Overweight
Qualcomm, Inc.
QCOM
Sep 09
Action
Initialise
From
Overweight
To
Neutral
Marvell Technology Inc
MRVL
Sep 09
Action
Initialise
From
Overweight
To
Overweight
Broadcom Inc
AVGO
Sep 09
Action
Initialise
From
Overweight
To
Overweight
NVIDIA Corp
NVDA
Sep 09
Action
Initialise
From
Neutral
To
Overweight
Arm Holdings plc. - ADR
ARM
Sep 09
Action
Initialise
From
Overweight
To
Overweight
Primoris Services Corp
PRIM
Sep 09
Action
Initialise
From
Overweight
To
Neutral
Action
Initialise
From
Overweight
To
Overweight
Action
Initialise
From
-
To
Underweight
Action
Initialise
From
Neutral
To
Underweight
Sotera Health Co
SHC
Sep 08
Action
Hold
From
Overweight
To
Overweight
Array Technologies Inc
ARRY
Sep 08
Action
Initialise
From
Neutral
To
Neutral
Action
Hold
From
Overweight
To
Overweight
Quanta Services, Inc.
PWR
Sep 08
Action
Initialise
From
Overweight
To
Overweight
Mastec Inc.
MTZ
Sep 08
Action
Initialise
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Argan, Inc.
AGX
Sep 08
Action
Initialise
From
-
To
Underweight
Tyra Biosciences Inc
TYRA
Sep 08
Action
Hold
From
Overweight
To
Overweight
Action
Initialise
From
-
To
Overweight
Action
Hold
From
Neutral
To
Neutral
Uber Technologies Inc
UBER
Sep 04
Action
Downgrade
From
Overweight
To
Underweight
Zscaler Inc
ZS
Sep 04
Action
Hold
From
Neutral
To
Neutral
DocuSign Inc
DOCU
Sep 04
Action
Hold
From
Neutral
To
Neutral
Action
Hold
From
Neutral
To
Neutral
Action
Upgrade
From
Underweight
To
Overweight
Ormat Technologies Inc
ORA
Sep 04
Action
Upgrade
From
Overweight
To
Overweight
Action
Hold
From
Neutral
To
Neutral