Stephens 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.
+7.0%
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 📉
58%
494 W / 364 L
Target Met
How often was the target reached?
Hits vs. Total.
Hits vs. Total.
80%
405 W / 100 L
Precision Hit
How often precise (±3%)?
Hits vs. Total.
Hits vs. Total.
16%
81 W / 424 L
Bullseye Hit
How often perfect (±1%)?
Hits vs. Total.
Hits vs. Total.
6%
31 W / 474 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.
56%
199 W / 158 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).
58%
458 W / 335 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%
36 W / 29 L
Latest Price Targets
| Date | Stock | Signal | Analyst | Target | Start Price | Best Price (1Y) | Current Price |
|---|---|---|---|---|---|---|---|
| Jul 21, 2026 |
LKQ Corp
LKQ
|
BUY | - |
$36.50
Est. +46%
|
$25.04 | $25.57 |
$25.19
+0.6%
|
| Jul 21, 2026 |
Wingstop Inc
WING
|
BUY | - |
$200.00
Est. +42%
|
$141.10 | $139.96 |
$138.12
-2.1%
|
| Jul 21, 2026 |
Kosmos Energy Ltd
KOS
|
BUY | - |
$2.40
Est. +4%
|
$2.30 | $2.67 |
$2.65
+15.2%
|
| Jul 21, 2026 |
Utz Brands Inc - Ordinary Shares - Class A
UTZ
|
BUY | - |
$14.25
Est. +1%
|
$14.07 | $14.11 |
$14.06
-0.1%
|
| Jul 21, 2026 |
Truist Financial Corporation
TFC
|
BUY | - |
$57.00
Est. +12%
|
$51.00 | $51.87 |
$51.73
+1.4%
|
| Jul 21, 2026 |
Portillos Inc - Ordinary Shares - Class A
PTLO
|
BUY | - |
$5.00
Est. +10%
|
$4.56 | $4.54 |
$4.47
-2.0%
|
| Jul 21, 2026 |
Zions Bancorporation N.A
ZION
|
BUY | - |
$80.00
Est. +11%
|
$71.89 | $70.23 |
$70.07
-2.5%
|
| Jul 17, 2026 |
Citizens Financial Group Inc
CFG
|
SELL | Matt Breese |
$70.00
Est. +6%
|
$74.40 | $71.75 (Low) |
$72.44
+2.6%
|
| Jul 17, 2026 |
California Resources Corporation - Ordinary Shares - New
CRC
|
BUY | - |
$85.00
Est. +63%
|
$52.09 | $54.49 |
$53.84
+3.4%
|
| Jul 17, 2026 |
Ovintiv Inc
OVV
|
BUY | Mike Scialla |
$68.00
Est. +20%
|
$56.45 | $60.85 |
$60.51
+7.2%
|
| Jul 17, 2026 |
U.S. Bancorp.
USB
|
BUY | - |
$67.00
Est. +5%
|
$64.01 | $64.85 |
$64.47
+0.7%
|
| Jul 17, 2026 |
Option Care Health Inc. - Registered Shares
OPCH
|
BUY | Raj Kumar |
$24.00
Est. +9%
|
$22.10 | $22.09 |
$21.15
-4.3%
|
| Jul 17, 2026 |
Commerce Bancshares, Inc.
CBSH
|
BUY | - |
$64.00
Est. +8%
|
$59.40 | $60.18 |
$58.70
-1.2%
|
| Jul 16, 2026 |
PNC Financial Services Group Inc
PNC
|
BUY | - |
$275.00
Est. +8%
|
$254.15 | $256.49 |
$252.51
-0.6%
|
| Jul 16, 2026 |
Dutch Bros Inc - Ordinary Shares - Class A
BROS
|
BUY | - |
$80.00
Est. +22%
|
$65.35 | $69.39 |
$64.95
-0.6%
|
| Jul 16, 2026 |
Plumas Bancorp.
PLBC
|
BUY | Andrew Terrell |
$64.00
Est. +6%
|
$60.24 | $63.73 |
$61.01
+1.3%
|
| Jul 16, 2026 |
Equity Bancshares Inc - Ordinary Shares - Class A
EQBK
|
BUY | Terry McEvoy |
$59.00
Est. +20%
|
$49.20 | $51.73 |
$49.96
+1.5%
|
| Jul 16, 2026 |
Distribution Solutions Group Inc
DSGR
|
BUY | - |
$35.00
Est. +2%
|
$34.43 | $34.83 |
$34.51
+0.2%
|
| Jul 16, 2026 |
J.B. Hunt Transport Services, Inc.
JBHT
|
BUY | - |
$370.00
Est. +34%
|
$276.28 | $299.76 |
$292.24
+5.8%
|
| Jul 15, 2026 |
EQT Corp
EQT
|
BUY | Mike Scialla |
$71.00
Est. +43%
|
$49.81 | $54.05 |
$54.01
+8.4%
|
| Jul 14, 2026 |
Wesco International, Inc.
WCC
|
BUY | Tommy Moll |
$400.00
Est. +21%
|
$330.84 | $344.03 |
$330.55
-0.1%
|
| Jul 14, 2026 |
UMB Financial Corp.
UMBF
|
BUY | Brandon Rud |
$167.00
Est. +17%
|
$142.61 | $148.31 |
$140.78
-1.3%
|
| Jul 13, 2026 |
Mach Natural Resources LP - Units
MNR
|
BUY | - |
$20.00
Est. +56%
|
$12.80 | $13.57 |
$13.51
+5.5%
|
| Jul 13, 2026 |
Lithia Motors, Inc. - Ordinary Shares - Class A
LAD
|
BUY | - |
$386.00
Est. +23%
|
$313.74 | $346.64 |
$339.95
+8.4%
|
| Jul 13, 2026 |
Sonic Automotive, Inc. - Ordinary Shares - Class A
SAH
|
SELL | Jeff Lick |
$89.00
Est. +6%
|
$94.54 | $90.06 (Low) |
$100.88
-6.7%
|
| Jul 10, 2026 |
Range Resources Corp
RRC
|
BUY | - |
$52.00
Est. +42%
|
$36.73 | $39.24 |
$38.75
+5.5%
|
| Jul 08, 2026 |
Infinity Natural Resources, Inc.
INR
|
BUY | - |
$23.00
Est. +81%
|
$12.71 | $13.97 |
$13.61
+7.1%
|
| Jul 07, 2026 |
SM Energy Co
SM
|
BUY | Mike Scialla |
$52.00
Est. +97%
|
$26.35 | $33.66 |
$33.19
+26.0%
|
| Jun 26, 2026 |
Darden Restaurants, Inc.
DRI
|
BUY | - |
$216.00
Est. +2%
|
$212.76 | $213.98 |
$193.94
-8.8%
|
| Jun 26, 2026 |
Bio-Techne Corp
TECH
|
BUY | Steven Etoch |
$73.00
Est. +3%
|
$71.16 | $72.12 |
$71.78
+0.9%
|
| Jun 25, 2026 |
Granite Construction Inc.
GVA
|
BUY | - |
$180.00
Est. +15%
|
$156.65 | $162.08 |
$125.72
-19.7%
|
| Jun 25, 2026 |
James Hardie Industries plc - ADR
JHX
|
BUY | - |
$31.00
Est. +19%
|
$26.02 | $27.09 |
$24.78
-4.8%
|
| Jun 24, 2026 |
Varonis Systems Inc
VRNS
|
BUY | - |
$45.00
Est. +28%
|
$35.03 | $49.54 |
$45.33
+29.4%
|
| Jun 23, 2026 |
Range Resources Corp
RRC
|
BUY | - |
$53.00
Est. +46%
|
$36.24 | $39.24 |
$38.75
+6.9%
|
| Jun 18, 2026 |
Carmax Inc
KMX
|
BUY | - |
$66.00
Est. +26%
|
$52.28 | $61.10 |
$57.45
+9.9%
|
| Jun 16, 2026 |
Commvault Systems Inc
CVLT
|
BUY | Todd Weller |
$155.00
Est. +22%
|
$127.34 | $154.83 |
$140.24
+10.1%
|
| Jun 12, 2026 |
Casey`s General Stores, Inc.
CASY
|
BUY | - |
$975.00
Est. +8%
|
$902.12 | $927.30 |
$856.74
-5.0%
|
| Jun 10, 2026 |
Casey`s General Stores, Inc.
CASY
|
BUY | Pooran Sharma |
$900.00
Est. +18%
|
$761.18 | $927.85 |
$856.74
+12.6%
|
| Jun 05, 2026 |
Rubrik Inc. - Ordinary Shares - Class A
RBRK
|
BUY | Ren Hefley |
$90.00
Est. +17%
|
$77.00 | $90.44 |
$73.69
-4.3%
|
| Jun 04, 2026 |
Adc Therapeutics SA
ADCT
|
BUY | Sudan Loganathan |
$5.00
Est. +242%
|
$1.46 | $1.57 |
$1.24
-15.1%
|
| Jun 03, 2026 |
Palo Alto Networks Inc
PANW
|
BUY | Todd Weller |
$300.00
Est. +1%
|
$297.18 | $368.67 |
$335.28
+12.8%
|
| Jun 01, 2026 |
Campbell Soup Co.
CPB
|
SELL | - |
$21.00
Est. +1%
|
$21.11 | $20.38 (Low) |
$21.88
-3.6%
|
| May 27, 2026 |
Zscaler Inc
ZS
|
BUY | - |
$205.00
Est. +11%
|
$184.60 | $157.70 |
$142.26
-22.9%
|
| May 27, 2026 |
Advanced Drainage Systems Inc
WMS
|
BUY | - |
$175.00
Est. +27%
|
$138.09 | $157.99 |
$141.75
+2.7%
|
| May 26, 2026 |
Tenable Holdings Inc
TENB
|
BUY | Todd Weller |
$29.00
Est. +14%
|
$25.45 | $43.67 |
$32.83
+29.0%
|
| May 21, 2026 |
Hormel Foods Corp.
HRL
|
BUY | - |
$22.00
Est. +6%
|
$20.76 | $26.60 |
$25.21
+21.4%
|
| May 20, 2026 |
Eagle Materials Inc.
EXP
|
BUY | Trey Grooms |
$225.00
Est. +13%
|
$199.88 | $245.34 |
$203.37
+1.7%
|
| May 15, 2026 |
Aveanna Healthcare Holdings Inc
AVAH
|
BUY | - |
$11.00
Est. +48%
|
$7.44 | $10.03 |
$9.43
+26.7%
|
| May 14, 2026 |
QXO Inc.
QXO
|
BUY | - |
$26.00
Est. +53%
|
$17.02 | $18.60 |
$13.85
-18.6%
|
| May 13, 2026 |
OptimizeRx Corp
OPRX
|
BUY | - |
$7.00
Est. +10%
|
$6.34 | $6.87 |
$6.46
+1.9%
|
LKQ Corp
LKQ
Jul 21, 2026
Analyst
-
Signal & Target
BUY
$36.50
Start Price
$25.04
Best Price (1Y)
$25.57
Current Price
$25.19
Return
+0.6%
Wingstop Inc
WING
Jul 21, 2026
Analyst
-
Signal & Target
BUY
$200.00
Start Price
$141.10
Best Price (1Y)
$139.96
Current Price
$138.12
Return
-2.1%
Kosmos Energy Ltd
KOS
Jul 21, 2026
Analyst
-
Signal & Target
BUY
$2.40
Start Price
$2.30
Best Price (1Y)
$2.67
Current Price
$2.65
Return
+15.2%
Utz Brands Inc - Ordinary Shares - Class A
UTZ
Jul 21, 2026
Analyst
-
Signal & Target
BUY
$14.25
Start Price
$14.07
Best Price (1Y)
$14.11
Current Price
$14.06
Return
-0.1%
Truist Financial Corporation
TFC
Jul 21, 2026
Analyst
-
Signal & Target
BUY
$57.00
Start Price
$51.00
Best Price (1Y)
$51.87
Current Price
$51.73
Return
+1.4%
Portillos Inc - Ordinary Shares - Class A
PTLO
Jul 21, 2026
Analyst
-
Signal & Target
BUY
$5.00
Start Price
$4.56
Best Price (1Y)
$4.54
Current Price
$4.47
Return
-2.0%
Zions Bancorporation N.A
ZION
Jul 21, 2026
Analyst
-
Signal & Target
BUY
$80.00
Start Price
$71.89
Best Price (1Y)
$70.23
Current Price
$70.07
Return
-2.5%
Citizens Financial Group Inc
CFG
Jul 17, 2026
Analyst
Matt Breese
Signal & Target
SELL
$70.00
Start Price
$74.40
Best Price (1Y)
$71.75
Current Price
$72.44
Return
+2.6%
Analyst
-
Signal & Target
BUY
$85.00
Start Price
$52.09
Best Price (1Y)
$54.49
Current Price
$53.84
Return
+3.4%
Ovintiv Inc
OVV
Jul 17, 2026
Analyst
Mike Scialla
Signal & Target
BUY
$68.00
Start Price
$56.45
Best Price (1Y)
$60.85
Current Price
$60.51
Return
+7.2%
U.S. Bancorp.
USB
Jul 17, 2026
Analyst
-
Signal & Target
BUY
$67.00
Start Price
$64.01
Best Price (1Y)
$64.85
Current Price
$64.47
Return
+0.7%
Option Care Health Inc. - Registered Shares
OPCH
Jul 17, 2026
Analyst
Raj Kumar
Signal & Target
BUY
$24.00
Start Price
$22.10
Best Price (1Y)
$22.09
Current Price
$21.15
Return
-4.3%
Commerce Bancshares, Inc.
CBSH
Jul 17, 2026
Analyst
-
Signal & Target
BUY
$64.00
Start Price
$59.40
Best Price (1Y)
$60.18
Current Price
$58.70
Return
-1.2%
PNC Financial Services Group Inc
PNC
Jul 16, 2026
Analyst
-
Signal & Target
BUY
$275.00
Start Price
$254.15
Best Price (1Y)
$256.49
Current Price
$252.51
Return
-0.6%
Dutch Bros Inc - Ordinary Shares - Class A
BROS
Jul 16, 2026
Analyst
-
Signal & Target
BUY
$80.00
Start Price
$65.35
Best Price (1Y)
$69.39
Current Price
$64.95
Return
-0.6%
Plumas Bancorp.
PLBC
Jul 16, 2026
Analyst
Andrew Terrell
Signal & Target
BUY
$64.00
Start Price
$60.24
Best Price (1Y)
$63.73
Current Price
$61.01
Return
+1.3%
Analyst
Terry McEvoy
Signal & Target
BUY
$59.00
Start Price
$49.20
Best Price (1Y)
$51.73
Current Price
$49.96
Return
+1.5%
Distribution Solutions Group Inc
DSGR
Jul 16, 2026
Analyst
-
Signal & Target
BUY
$35.00
Start Price
$34.43
Best Price (1Y)
$34.83
Current Price
$34.51
Return
+0.2%
J.B. Hunt Transport Services, Inc.
JBHT
Jul 16, 2026
Analyst
-
Signal & Target
BUY
$370.00
Start Price
$276.28
Best Price (1Y)
$299.76
Current Price
$292.24
Return
+5.8%
EQT Corp
EQT
Jul 15, 2026
Analyst
Mike Scialla
Signal & Target
BUY
$71.00
Start Price
$49.81
Best Price (1Y)
$54.05
Current Price
$54.01
Return
+8.4%
Wesco International, Inc.
WCC
Jul 14, 2026
Analyst
Tommy Moll
Signal & Target
BUY
$400.00
Start Price
$330.84
Best Price (1Y)
$344.03
Current Price
$330.55
Return
-0.1%
UMB Financial Corp.
UMBF
Jul 14, 2026
Analyst
Brandon Rud
Signal & Target
BUY
$167.00
Start Price
$142.61
Best Price (1Y)
$148.31
Current Price
$140.78
Return
-1.3%
Mach Natural Resources LP - Units
MNR
Jul 13, 2026
Analyst
-
Signal & Target
BUY
$20.00
Start Price
$12.80
Best Price (1Y)
$13.57
Current Price
$13.51
Return
+5.5%
Lithia Motors, Inc. - Ordinary Shares - Class A
LAD
Jul 13, 2026
Analyst
-
Signal & Target
BUY
$386.00
Start Price
$313.74
Best Price (1Y)
$346.64
Current Price
$339.95
Return
+8.4%
Analyst
Jeff Lick
Signal & Target
SELL
$89.00
Start Price
$94.54
Best Price (1Y)
$90.06
Current Price
$100.88
Return
-6.7%
Range Resources Corp
RRC
Jul 10, 2026
Analyst
-
Signal & Target
BUY
$52.00
Start Price
$36.73
Best Price (1Y)
$39.24
Current Price
$38.75
Return
+5.5%
Infinity Natural Resources, Inc.
INR
Jul 08, 2026
Analyst
-
Signal & Target
BUY
$23.00
Start Price
$12.71
Best Price (1Y)
$13.97
Current Price
$13.61
Return
+7.1%
SM Energy Co
SM
Jul 07, 2026
Analyst
Mike Scialla
Signal & Target
BUY
$52.00
Start Price
$26.35
Best Price (1Y)
$33.66
Current Price
$33.19
Return
+26.0%
Darden Restaurants, Inc.
DRI
Jun 26, 2026
Analyst
-
Signal & Target
BUY
$216.00
Start Price
$212.76
Best Price (1Y)
$213.98
Current Price
$193.94
Return
-8.8%
Bio-Techne Corp
TECH
Jun 26, 2026
Analyst
Steven Etoch
Signal & Target
BUY
$73.00
Start Price
$71.16
Best Price (1Y)
$72.12
Current Price
$71.78
Return
+0.9%
Granite Construction Inc.
GVA
Jun 25, 2026
Analyst
-
Signal & Target
BUY
$180.00
Start Price
$156.65
Best Price (1Y)
$162.08
Current Price
$125.72
Return
-19.7%
James Hardie Industries plc - ADR
JHX
Jun 25, 2026
Analyst
-
Signal & Target
BUY
$31.00
Start Price
$26.02
Best Price (1Y)
$27.09
Current Price
$24.78
Return
-4.8%
Varonis Systems Inc
VRNS
Jun 24, 2026
Analyst
-
Signal & Target
BUY
$45.00
Start Price
$35.03
Best Price (1Y)
$49.54
Current Price
$45.33
Return
+29.4%
Range Resources Corp
RRC
Jun 23, 2026
Analyst
-
Signal & Target
BUY
$53.00
Start Price
$36.24
Best Price (1Y)
$39.24
Current Price
$38.75
Return
+6.9%
Carmax Inc
KMX
Jun 18, 2026
Analyst
-
Signal & Target
BUY
$66.00
Start Price
$52.28
Best Price (1Y)
$61.10
Current Price
$57.45
Return
+9.9%
Commvault Systems Inc
CVLT
Jun 16, 2026
Analyst
Todd Weller
Signal & Target
BUY
$155.00
Start Price
$127.34
Best Price (1Y)
$154.83
Current Price
$140.24
Return
+10.1%
Casey`s General Stores, Inc.
CASY
Jun 12, 2026
Analyst
-
Signal & Target
BUY
$975.00
Start Price
$902.12
Best Price (1Y)
$927.30
Current Price
$856.74
Return
-5.0%
Casey`s General Stores, Inc.
CASY
Jun 10, 2026
Analyst
Pooran Sharma
Signal & Target
BUY
$900.00
Start Price
$761.18
Best Price (1Y)
$927.85
Current Price
$856.74
Return
+12.6%
Rubrik Inc. - Ordinary Shares - Class A
RBRK
Jun 05, 2026
Analyst
Ren Hefley
Signal & Target
BUY
$90.00
Start Price
$77.00
Best Price (1Y)
$90.44
Current Price
$73.69
Return
-4.3%
Adc Therapeutics SA
ADCT
Jun 04, 2026
Analyst
Sudan Loganathan
Signal & Target
BUY
$5.00
Start Price
$1.46
Best Price (1Y)
$1.57
Current Price
$1.24
Return
-15.1%
Palo Alto Networks Inc
PANW
Jun 03, 2026
Analyst
Todd Weller
Signal & Target
BUY
$300.00
Start Price
$297.18
Best Price (1Y)
$368.67
Current Price
$335.28
Return
+12.8%
Campbell Soup Co.
CPB
Jun 01, 2026
Analyst
-
Signal & Target
SELL
$21.00
Start Price
$21.11
Best Price (1Y)
$20.38
Current Price
$21.88
Return
-3.6%
Zscaler Inc
ZS
May 27, 2026
Analyst
-
Signal & Target
BUY
$205.00
Start Price
$184.60
Best Price (1Y)
$157.70
Current Price
$142.26
Return
-22.9%
Advanced Drainage Systems Inc
WMS
May 27, 2026
Analyst
-
Signal & Target
BUY
$175.00
Start Price
$138.09
Best Price (1Y)
$157.99
Current Price
$141.75
Return
+2.7%
Tenable Holdings Inc
TENB
May 26, 2026
Analyst
Todd Weller
Signal & Target
BUY
$29.00
Start Price
$25.45
Best Price (1Y)
$43.67
Current Price
$32.83
Return
+29.0%
Hormel Foods Corp.
HRL
May 21, 2026
Analyst
-
Signal & Target
BUY
$22.00
Start Price
$20.76
Best Price (1Y)
$26.60
Current Price
$25.21
Return
+21.4%
Eagle Materials Inc.
EXP
May 20, 2026
Analyst
Trey Grooms
Signal & Target
BUY
$225.00
Start Price
$199.88
Best Price (1Y)
$245.34
Current Price
$203.37
Return
+1.7%
Aveanna Healthcare Holdings Inc
AVAH
May 15, 2026
Analyst
-
Signal & Target
BUY
$11.00
Start Price
$7.44
Best Price (1Y)
$10.03
Current Price
$9.43
Return
+26.7%
QXO Inc.
QXO
May 14, 2026
Analyst
-
Signal & Target
BUY
$26.00
Start Price
$17.02
Best Price (1Y)
$18.60
Current Price
$13.85
Return
-18.6%
OptimizeRx Corp
OPRX
May 13, 2026
Analyst
-
Signal & Target
BUY
$7.00
Start Price
$6.34
Best Price (1Y)
$6.87
Current Price
$6.46
Return
+1.9%
Recent Upgrades / Downgrades
| Date | Stock | Action | From | To |
|---|---|---|---|---|
| Jul 21, 2026 |
Zions Bancorporation N.A
ZION
|
Hold | Overweight | Overweight |
| Jul 21, 2026 |
Papa John`s International, Inc.
PZZA
|
Hold | Overweight | Overweight |
| Jul 21, 2026 |
LKQ Corp
LKQ
|
Hold | Overweight | Overweight |
| Jul 21, 2026 |
Truist Financial Corporation
TFC
|
Hold | Overweight | Overweight |
| Jul 17, 2026 |
Netflix Inc.
NFLX
|
Initialise | Overweight | |
| Jul 16, 2026 |
Dutch Bros Inc - Ordinary Shares - Class A
BROS
|
Initialise | Overweight | |
| Jul 16, 2026 |
Equity Bancshares Inc - Ordinary Shares - Class A
EQBK
|
Hold | Overweight | Overweight |
| Jul 16, 2026 |
Plumas Bancorp.
PLBC
|
Hold | Overweight | Overweight |
| Jul 16, 2026 |
J.B. Hunt Transport Services, Inc.
JBHT
|
Hold | Overweight | Overweight |
| Jul 16, 2026 |
Brinker International, Inc.
EAT
|
Initialise | Overweight | |
| Jul 16, 2026 |
PNC Financial Services Group Inc
PNC
|
Hold | Overweight | Overweight |
| Jul 15, 2026 |
EQT Corp
EQT
|
Hold | Overweight | Overweight |
| Jul 14, 2026 |
UMB Financial Corp.
UMBF
|
Initialise | Equal-Weight | Overweight |
| Jul 14, 2026 |
Wesco International, Inc.
WCC
|
Upgrade | Sector Perform | Overweight |
| Jul 14, 2026 |
Fuelcell Energy Inc
FCEL
|
Upgrade | Overweight | |
| Jul 13, 2026 |
Lithia Motors, Inc. - Ordinary Shares - Class A
LAD
|
Hold | Overweight | Overweight |
| Jul 07, 2026 |
SM Energy Co
SM
|
Hold | Overweight | Overweight |
| Jun 25, 2026 |
Granite Construction Inc.
GVA
|
Initialise | Overweight | |
| Jun 25, 2026 |
James Hardie Industries plc - ADR
JHX
|
Initialise | Overweight | |
| Jun 24, 2026 |
Paramount Skydance Corporation Class B Common Stock
PSKY
|
Upgrade | Overweight | |
| Jun 24, 2026 |
Principal Financial Group Inc - Registered Shares
PFG
|
Upgrade | Overweight | |
| Jun 24, 2026 |
Varonis Systems Inc
VRNS
|
Upgrade | Overweight | |
| Jun 18, 2026 |
Carmax Inc
KMX
|
Upgrade | Overweight | Overweight |
| Jun 16, 2026 |
Commvault Systems Inc
CVLT
|
Hold | Overweight | Overweight |
| Jun 10, 2026 |
Casey`s General Stores, Inc.
CASY
|
Hold | Overweight | Overweight |
| Jun 08, 2026 |
Provident Financial Services Inc
PFS
|
Initialise | Positive | |
| Jun 05, 2026 |
Rubrik Inc. - Ordinary Shares - Class A
RBRK
|
Hold | Overweight | Overweight |
| Jun 04, 2026 |
Adc Therapeutics SA
ADCT
|
Hold | Overweight | Overweight |
| May 27, 2026 |
Zscaler Inc
ZS
|
Hold | Overweight | Overweight |
| May 27, 2026 |
Advanced Drainage Systems Inc
WMS
|
Upgrade | Overweight | Overweight |
| May 21, 2026 |
Hormel Foods Corp.
HRL
|
Hold | Outperform | Outperform |
| May 15, 2026 |
Aveanna Healthcare Holdings Inc
AVAH
|
Upgrade | Overweight | |
| May 14, 2026 |
Starbucks Corp.
SBUX
|
Initialise | Equal-Weight | Overweight |
| May 14, 2026 |
Papa John`s International, Inc.
PZZA
|
Hold | Overweight | Overweight |
| May 13, 2026 |
Academy Sports and Outdoors Inc
ASO
|
Initialise | Overweight | Overweight |
| May 12, 2026 |
Palvella Therapeutics, Inc.
PVLA
|
Initialise | Overweight | |
| May 11, 2026 |
W.W. Grainger Inc.
GWW
|
Hold | Overweight | Overweight |
| May 08, 2026 |
Green Plains Inc
GPRE
|
Hold | Overweight | Overweight |
| May 08, 2026 |
Granite Ridge Resources Inc - Ordinary Shares - Class A
GRNT
|
Hold | Overweight | Overweight |
| May 07, 2026 |
Digi International, Inc.
DGII
|
Hold | Overweight | Overweight |
| May 05, 2026 |
Cullen Frost Bankers Inc.
CFR
|
Upgrade | Positive | Overweight |
| May 05, 2026 |
Chipotle Mexican Grill
CMG
|
Upgrade | Positive | Overweight |
| May 04, 2026 |
BrightSpring Health Services Inc
BTSG
|
Hold | Overweight | Overweight |
| May 04, 2026 |
Hubbell Inc.
HUBB
|
Hold | Overweight | Overweight |
| May 04, 2026 |
Tenet Healthcare Corp.
THC
|
Hold | Overweight | Overweight |
| May 01, 2026 |
Cullen Frost Bankers Inc.
CFR
|
Hold | Positive | Positive |
| May 01, 2026 |
Coastal Financial Corp
CCB
|
Hold | Overweight | Overweight |
| May 01, 2026 |
Generac Holdings Inc
GNRC
|
Hold | Overweight | Overweight |
| May 01, 2026 |
Red River Bancshares Inc
RRBI
|
Hold | Overweight | Overweight |
| Apr 30, 2026 |
Rush Enterprises Inc - Ordinary Shares - Class A
RUSHA
|
Hold | Overweight | Overweight |
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
LKQ Corp
LKQ
Jul 21
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Netflix Inc.
NFLX
Jul 17
Action
Initialise
From
-
To
Overweight
Action
Initialise
From
-
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Plumas Bancorp.
PLBC
Jul 16
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Initialise
From
-
To
Overweight
Action
Hold
From
Overweight
To
Overweight
EQT Corp
EQT
Jul 15
Action
Hold
From
Overweight
To
Overweight
UMB Financial Corp.
UMBF
Jul 14
Action
Initialise
From
Equal-Weight
To
Overweight
Action
Upgrade
From
Sector Perform
To
Overweight
Fuelcell Energy Inc
FCEL
Jul 14
Action
Upgrade
From
-
To
Overweight
Action
Hold
From
Overweight
To
Overweight
SM Energy Co
SM
Jul 07
Action
Hold
From
Overweight
To
Overweight
Action
Initialise
From
-
To
Overweight
Action
Initialise
From
-
To
Overweight
Action
Upgrade
From
-
To
Overweight
Action
Upgrade
From
-
To
Overweight
Varonis Systems Inc
VRNS
Jun 24
Action
Upgrade
From
-
To
Overweight
Carmax Inc
KMX
Jun 18
Action
Upgrade
From
Overweight
To
Overweight
Commvault Systems Inc
CVLT
Jun 16
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Initialise
From
-
To
Positive
Action
Hold
From
Overweight
To
Overweight
Adc Therapeutics SA
ADCT
Jun 04
Action
Hold
From
Overweight
To
Overweight
Zscaler Inc
ZS
May 27
Action
Hold
From
Overweight
To
Overweight
Action
Upgrade
From
Overweight
To
Overweight
Hormel Foods Corp.
HRL
May 21
Action
Hold
From
Outperform
To
Outperform
Action
Upgrade
From
-
To
Overweight
Starbucks Corp.
SBUX
May 14
Action
Initialise
From
Equal-Weight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Initialise
From
Overweight
To
Overweight
Action
Initialise
From
-
To
Overweight
W.W. Grainger Inc.
GWW
May 11
Action
Hold
From
Overweight
To
Overweight
Green Plains Inc
GPRE
May 08
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Upgrade
From
Positive
To
Overweight
Chipotle Mexican Grill
CMG
May 05
Action
Upgrade
From
Positive
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Hubbell Inc.
HUBB
May 04
Action
Hold
From
Overweight
To
Overweight
Tenet Healthcare Corp.
THC
May 04
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Positive
To
Positive
Coastal Financial Corp
CCB
May 01
Action
Hold
From
Overweight
To
Overweight
Generac Holdings Inc
GNRC
May 01
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight