Stephens 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.
+4.4%
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 📉
50%
495 W / 489 L
Target Met
How often was the target reached?
Hits vs. Total.
Hits vs. Total.
81%
475 W / 113 L
Precision Hit
How often precise (±3%)?
Hits vs. Total.
Hits vs. Total.
18%
103 W / 485 L
Bullseye Hit
How often perfect (±1%)?
Hits vs. Total.
Hits vs. Total.
6%
35 W / 553 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.
52%
209 W / 196 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).
49%
448 W / 461 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).
63%
47 W / 28 L
Top 5 Analysts (Score, >50 Trades)
Latest Price Targets
| Date | Stock | Signal | Analyst | Target | Start Price | Best Price (1Y) | Current Price |
|---|---|---|---|---|---|---|---|
| Oct 07, 2026 |
Zscaler Inc
ZS
|
BUY | Todd Weller |
$265.00
Est. +25%
|
$212.25 | $237.22 |
$220.43
+3.9%
|
| Oct 07, 2026 |
Presidio Production Company
FTW
|
BUY | - |
$15.00
Est. +58%
|
$9.52 | $10.18 |
$10.03
+5.4%
|
| Oct 07, 2026 |
TXO Partners L.P. - Units
TXO
|
BUY | - |
$22.00
Est. +58%
|
$13.93 | $14.73 |
$14.19
+1.9%
|
| Oct 06, 2026 |
Carvana Co. - Ordinary Shares - Class A
CVNA
|
BUY | Jeff Lick |
$83.00
Est. +30%
|
$63.69 | $65.28 |
$60.59
-4.9%
|
| Oct 05, 2026 |
Atlas Energy Solutions Inc.
AESI
|
BUY | Michael Scialla |
$20.00
Est. +66%
|
$12.04 | $13.12 |
$10.31
-14.4%
|
| Oct 01, 2026 |
Cal-Maine Foods, Inc.
CALM
|
BUY | - |
$70.00
Est. +3%
|
$68.06 | $67.01 |
$63.59
-6.6%
|
| Sep 28, 2026 |
Lamb Weston Holdings Inc
LW
|
BUY | Pooran Sharma |
$50.00
Est. +15%
|
$43.58 | $54.87 |
$54.21
+24.4%
|
| Sep 25, 2026 |
Okta Inc - Ordinary Shares - Class A
OKTA
|
BUY | Todd Weller |
$240.00
Est. +16%
|
$206.64 | $235.00 |
$208.52
+0.9%
|
| Sep 25, 2026 |
Carmax Inc
KMX
|
BUY | Jeff Lick |
$74.00
Est. +31%
|
$56.36 | $63.67 |
$52.62
-6.6%
|
| Sep 22, 2026 |
Cal-Maine Foods, Inc.
CALM
|
BUY | - |
$80.00
Est. +10%
|
$72.92 | $73.68 |
$63.59
-12.8%
|
| Sep 21, 2026 |
HubSpot Inc
HUBS
|
BUY | - |
$255.00
Est. +18%
|
$216.35 | $244.25 |
$238.87
+10.4%
|
| Sep 21, 2026 |
AvePoint Inc - Ordinary Shares - Class A
AVPT
|
BUY | - |
$17.00
Est. +29%
|
$13.19 | $15.43 |
$14.87
+12.7%
|
| Sep 18, 2026 |
Crowdstrike Holdings Inc - Ordinary Shares - Class A
CRWD
|
BUY | Todd Weller |
$280.00
Est. +18%
|
$237.28 | $286.99 |
$244.57
+3.1%
|
| Sep 18, 2026 |
California Resources Corporation - Ordinary Shares - New
CRC
|
BUY | - |
$91.00
Est. +66%
|
$54.75 | $55.41 |
$53.15
-2.9%
|
| Sep 17, 2026 |
Diamondback Energy Inc
FANG
|
BUY | - |
$255.00
Est. +32%
|
$193.15 | $200.51 |
$195.60
+1.3%
|
| Sep 17, 2026 |
Enova International Inc.
ENVA
|
BUY | Kyle Joseph |
$205.00
Est. +19%
|
$172.14 | $184.23 |
$177.52
+3.1%
|
| Sep 14, 2026 |
Somnigroup International Inc
SGI
|
BUY | Jeff Lick |
$80.00
Est. +20%
|
$66.76 | $65.16 |
$64.78
-3.0%
|
| Sep 14, 2026 |
Netskope, Inc. Class A Common Stock
NTSK
|
BUY | Todd Weller |
$21.00
Est. +24%
|
$17.00 | $21.30 |
$20.45
+20.3%
|
| Sep 11, 2026 |
Darden Restaurants, Inc.
DRI
|
BUY | - |
$220.00
Est. +6%
|
$207.65 | $219.50 |
$214.31
+3.2%
|
| Sep 10, 2026 |
Casey`s General Stores, Inc.
CASY
|
BUY | - |
$750.00
Est. +19%
|
$629.03 | $682.02 |
$673.63
+7.1%
|
| Sep 09, 2026 |
Braze Inc - Ordinary Shares - Class A
BRZE
|
BUY | Brett Huff |
$34.00
Est. +12%
|
$30.31 | $30.60 |
$30.38
+0.2%
|
| Sep 04, 2026 |
Zscaler Inc
ZS
|
BUY | - |
$215.00
Est. +26%
|
$170.32 | $237.22 |
$220.43
+29.4%
|
| Sep 04, 2026 |
Victoria`s Secret & Co
VSCO
|
BUY | - |
$110.00
Est. +20%
|
$91.51 | - |
$91.51
0.0%
|
| Sep 02, 2026 |
Palo Alto Networks Inc
PANW
|
BUY | - |
$400.00
Est. +20%
|
$334.11 | $432.33 |
$370.27
+10.8%
|
| Aug 28, 2026 |
Campbell Soup Co.
CPB
|
SELL | - |
$20.00
Est. +14%
|
$23.28 | $18.60 (Low) |
$19.84
+14.8%
|
| Aug 28, 2026 |
SentinelOne Inc - Ordinary Shares - Class A
S
|
BUY | Todd Weller |
$26.00
Est. +14%
|
$22.71 | $26.50 |
$23.37
+2.9%
|
| Aug 28, 2026 |
Hormel Foods Corp.
HRL
|
BUY | - |
$23.00
Est. +8%
|
$21.28 | $22.40 |
$20.19
-5.1%
|
| Aug 24, 2026 |
Flowers Foods, Inc.
FLO
|
SELL | Ben Bienvenu |
$6.00
Est. +15%
|
$7.05 | $5.40 (Low) |
$6.12
+13.2%
|
| Aug 21, 2026 |
HomeTrust Bancshares, Inc.
HTB
|
BUY | - |
$57.00
Est. +22%
|
$46.71 | $47.14 |
$46.49
-0.5%
|
| Aug 18, 2026 |
Myriad Genetics, Inc.
MYGN
|
SELL | - |
$3.00
Est. +2%
|
$3.05 | $2.84 (Low) |
$4.35
-42.6%
|
| Aug 17, 2026 |
Jbs N.V.
JBS
|
BUY | Poorah Sharma |
$17.00
Est. +25%
|
$13.65 | $13.33 |
$12.72
-6.8%
|
| Aug 12, 2026 |
Natera Inc
NTRA
|
BUY | - |
$350.00
Est. +10%
|
$317.25 | $436.94 |
$404.79
+27.6%
|
| Aug 12, 2026 |
10x Genomics Inc - Ordinary Shares - Class A
TXG
|
BUY | Mason Carrico |
$65.00
Est. +11%
|
$58.34 | $102.81 |
$72.39
+24.1%
|
| Aug 12, 2026 |
Brinker International, Inc.
EAT
|
BUY | - |
$300.00
Est. +22%
|
$245.89 | $254.99 |
$204.91
-16.7%
|
| Aug 12, 2026 |
Amrize Ltd
AMRZ
|
BUY | - |
$54.00
Est. +15%
|
$46.90 | $37.38 |
$37.32
-20.4%
|
| Aug 11, 2026 |
OppFi Inc - Ordinary Shares - Class A
OPFI
|
BUY | - |
$9.50
Est. +8%
|
$8.77 | $8.07 |
$5.77
-34.2%
|
| Aug 11, 2026 |
ACV Auctions Inc - Ordinary Shares - Class A
ACVA
|
BUY | Jeff Lick |
$10.50
Est. +36%
|
$7.73 | $10.51 |
$10.50
+35.8%
|
| Aug 10, 2026 |
Boot Barn Holdings Inc
BOOT
|
BUY | Jeff Lick |
$207.00
Est. +27%
|
$163.60 | $172.09 |
$120.62
-26.3%
|
| Aug 10, 2026 |
Celsius Holdings Inc
CELH
|
BUY | Jim Salera |
$50.00
Est. +80%
|
$27.77 | $36.13 |
$28.16
+1.4%
|
| Aug 07, 2026 |
Texas Roadhouse Inc
TXRH
|
SELL | - |
$205.00
Est. +2%
|
$208.17 | $154.57 (Low) |
$170.97
+17.9%
|
| Aug 07, 2026 |
DXP Enterprises, Inc.
DXPE
|
BUY | - |
$220.00
Est. +11%
|
$198.21 | $207.18 |
$177.73
-10.3%
|
| Aug 07, 2026 |
UWM Holdings Corporation - Ordinary Shares - Class A
UWMC
|
BUY | - |
$2.00
Est. +67%
|
$1.20 | $1.67 |
$1.17
-2.5%
|
| Aug 07, 2026 |
Papa John`s International, Inc.
PZZA
|
SELL | - |
$24.00
Est. +3%
|
$24.64 | $18.80 (Low) |
$19.57
+20.6%
|
| Aug 06, 2026 |
HubSpot Inc
HUBS
|
BUY | - |
$251.00
Est. +0%
|
$250.21 | $265.00 |
$238.87
-4.5%
|
| Aug 06, 2026 |
Bank of Hawaii Corp.
BOH
|
BUY | Andrew Terrell |
$85.00
Est. +7%
|
$79.25 | $80.72 |
$67.19
-15.2%
|
| Aug 06, 2026 |
FinWise Bancorp
FINW
|
BUY | - |
$16.00
Est. +11%
|
$14.38 | $14.62 |
$10.75
-25.2%
|
| Aug 06, 2026 |
First Hawaiian INC
FHB
|
BUY | - |
$33.00
Est. +18%
|
$27.85 | $28.14 |
$24.94
-10.4%
|
| Aug 06, 2026 |
Griffon Corp.
GFF
|
BUY | - |
$120.00
Est. +17%
|
$102.81 | $108.48 |
$93.21
-9.3%
|
| Aug 06, 2026 |
Arcosa Inc
ACA
|
BUY | Trey Grooms |
$150.00
Est. +3%
|
$145.32 | $147.56 |
$147.01
+1.2%
|
| Aug 06, 2026 |
Oportun Financial Corp
OPRT
|
BUY | - |
$8.00
Est. +32%
|
$6.06 | $9.28 |
$9.21
+52.0%
|
Zscaler Inc
ZS
Oct 07, 2026
Analyst
Todd Weller
Signal & Target
BUY
$265.00
Start Price
$212.25
Best Price (1Y)
$237.22
Current Price
$220.43
Return
+3.9%
Presidio Production Company
FTW
Oct 07, 2026
Analyst
-
Signal & Target
BUY
$15.00
Start Price
$9.52
Best Price (1Y)
$10.18
Current Price
$10.03
Return
+5.4%
TXO Partners L.P. - Units
TXO
Oct 07, 2026
Analyst
-
Signal & Target
BUY
$22.00
Start Price
$13.93
Best Price (1Y)
$14.73
Current Price
$14.19
Return
+1.9%
Carvana Co. - Ordinary Shares - Class A
CVNA
Oct 06, 2026
Analyst
Jeff Lick
Signal & Target
BUY
$83.00
Start Price
$63.69
Best Price (1Y)
$65.28
Current Price
$60.59
Return
-4.9%
Atlas Energy Solutions Inc.
AESI
Oct 05, 2026
Analyst
Michael Scialla
Signal & Target
BUY
$20.00
Start Price
$12.04
Best Price (1Y)
$13.12
Current Price
$10.31
Return
-14.4%
Cal-Maine Foods, Inc.
CALM
Oct 01, 2026
Analyst
-
Signal & Target
BUY
$70.00
Start Price
$68.06
Best Price (1Y)
$67.01
Current Price
$63.59
Return
-6.6%
Lamb Weston Holdings Inc
LW
Sep 28, 2026
Analyst
Pooran Sharma
Signal & Target
BUY
$50.00
Start Price
$43.58
Best Price (1Y)
$54.87
Current Price
$54.21
Return
+24.4%
Okta Inc - Ordinary Shares - Class A
OKTA
Sep 25, 2026
Analyst
Todd Weller
Signal & Target
BUY
$240.00
Start Price
$206.64
Best Price (1Y)
$235.00
Current Price
$208.52
Return
+0.9%
Carmax Inc
KMX
Sep 25, 2026
Analyst
Jeff Lick
Signal & Target
BUY
$74.00
Start Price
$56.36
Best Price (1Y)
$63.67
Current Price
$52.62
Return
-6.6%
Cal-Maine Foods, Inc.
CALM
Sep 22, 2026
Analyst
-
Signal & Target
BUY
$80.00
Start Price
$72.92
Best Price (1Y)
$73.68
Current Price
$63.59
Return
-12.8%
HubSpot Inc
HUBS
Sep 21, 2026
Analyst
-
Signal & Target
BUY
$255.00
Start Price
$216.35
Best Price (1Y)
$244.25
Current Price
$238.87
Return
+10.4%
AvePoint Inc - Ordinary Shares - Class A
AVPT
Sep 21, 2026
Analyst
-
Signal & Target
BUY
$17.00
Start Price
$13.19
Best Price (1Y)
$15.43
Current Price
$14.87
Return
+12.7%
Analyst
Todd Weller
Signal & Target
BUY
$280.00
Start Price
$237.28
Best Price (1Y)
$286.99
Current Price
$244.57
Return
+3.1%
Analyst
-
Signal & Target
BUY
$91.00
Start Price
$54.75
Best Price (1Y)
$55.41
Current Price
$53.15
Return
-2.9%
Diamondback Energy Inc
FANG
Sep 17, 2026
Analyst
-
Signal & Target
BUY
$255.00
Start Price
$193.15
Best Price (1Y)
$200.51
Current Price
$195.60
Return
+1.3%
Enova International Inc.
ENVA
Sep 17, 2026
Analyst
Kyle Joseph
Signal & Target
BUY
$205.00
Start Price
$172.14
Best Price (1Y)
$184.23
Current Price
$177.52
Return
+3.1%
Somnigroup International Inc
SGI
Sep 14, 2026
Analyst
Jeff Lick
Signal & Target
BUY
$80.00
Start Price
$66.76
Best Price (1Y)
$65.16
Current Price
$64.78
Return
-3.0%
Netskope, Inc. Class A Common Stock
NTSK
Sep 14, 2026
Analyst
Todd Weller
Signal & Target
BUY
$21.00
Start Price
$17.00
Best Price (1Y)
$21.30
Current Price
$20.45
Return
+20.3%
Darden Restaurants, Inc.
DRI
Sep 11, 2026
Analyst
-
Signal & Target
BUY
$220.00
Start Price
$207.65
Best Price (1Y)
$219.50
Current Price
$214.31
Return
+3.2%
Casey`s General Stores, Inc.
CASY
Sep 10, 2026
Analyst
-
Signal & Target
BUY
$750.00
Start Price
$629.03
Best Price (1Y)
$682.02
Current Price
$673.63
Return
+7.1%
Braze Inc - Ordinary Shares - Class A
BRZE
Sep 09, 2026
Analyst
Brett Huff
Signal & Target
BUY
$34.00
Start Price
$30.31
Best Price (1Y)
$30.60
Current Price
$30.38
Return
+0.2%
Zscaler Inc
ZS
Sep 04, 2026
Analyst
-
Signal & Target
BUY
$215.00
Start Price
$170.32
Best Price (1Y)
$237.22
Current Price
$220.43
Return
+29.4%
Victoria`s Secret & Co
VSCO
Sep 04, 2026
Analyst
-
Signal & Target
BUY
$110.00
Start Price
$91.51
Best Price (1Y)
-
Current Price
$91.51
Return
0.0%
Palo Alto Networks Inc
PANW
Sep 02, 2026
Analyst
-
Signal & Target
BUY
$400.00
Start Price
$334.11
Best Price (1Y)
$432.33
Current Price
$370.27
Return
+10.8%
Campbell Soup Co.
CPB
Aug 28, 2026
Analyst
-
Signal & Target
SELL
$20.00
Start Price
$23.28
Best Price (1Y)
$18.60
Current Price
$19.84
Return
+14.8%
SentinelOne Inc - Ordinary Shares - Class A
S
Aug 28, 2026
Analyst
Todd Weller
Signal & Target
BUY
$26.00
Start Price
$22.71
Best Price (1Y)
$26.50
Current Price
$23.37
Return
+2.9%
Hormel Foods Corp.
HRL
Aug 28, 2026
Analyst
-
Signal & Target
BUY
$23.00
Start Price
$21.28
Best Price (1Y)
$22.40
Current Price
$20.19
Return
-5.1%
Flowers Foods, Inc.
FLO
Aug 24, 2026
Analyst
Ben Bienvenu
Signal & Target
SELL
$6.00
Start Price
$7.05
Best Price (1Y)
$5.40
Current Price
$6.12
Return
+13.2%
HomeTrust Bancshares, Inc.
HTB
Aug 21, 2026
Analyst
-
Signal & Target
BUY
$57.00
Start Price
$46.71
Best Price (1Y)
$47.14
Current Price
$46.49
Return
-0.5%
Myriad Genetics, Inc.
MYGN
Aug 18, 2026
Analyst
-
Signal & Target
SELL
$3.00
Start Price
$3.05
Best Price (1Y)
$2.84
Current Price
$4.35
Return
-42.6%
Jbs N.V.
JBS
Aug 17, 2026
Analyst
Poorah Sharma
Signal & Target
BUY
$17.00
Start Price
$13.65
Best Price (1Y)
$13.33
Current Price
$12.72
Return
-6.8%
Natera Inc
NTRA
Aug 12, 2026
Analyst
-
Signal & Target
BUY
$350.00
Start Price
$317.25
Best Price (1Y)
$436.94
Current Price
$404.79
Return
+27.6%
10x Genomics Inc - Ordinary Shares - Class A
TXG
Aug 12, 2026
Analyst
Mason Carrico
Signal & Target
BUY
$65.00
Start Price
$58.34
Best Price (1Y)
$102.81
Current Price
$72.39
Return
+24.1%
Brinker International, Inc.
EAT
Aug 12, 2026
Analyst
-
Signal & Target
BUY
$300.00
Start Price
$245.89
Best Price (1Y)
$254.99
Current Price
$204.91
Return
-16.7%
Amrize Ltd
AMRZ
Aug 12, 2026
Analyst
-
Signal & Target
BUY
$54.00
Start Price
$46.90
Best Price (1Y)
$37.38
Current Price
$37.32
Return
-20.4%
OppFi Inc - Ordinary Shares - Class A
OPFI
Aug 11, 2026
Analyst
-
Signal & Target
BUY
$9.50
Start Price
$8.77
Best Price (1Y)
$8.07
Current Price
$5.77
Return
-34.2%
ACV Auctions Inc - Ordinary Shares - Class A
ACVA
Aug 11, 2026
Analyst
Jeff Lick
Signal & Target
BUY
$10.50
Start Price
$7.73
Best Price (1Y)
$10.51
Current Price
$10.50
Return
+35.8%
Boot Barn Holdings Inc
BOOT
Aug 10, 2026
Analyst
Jeff Lick
Signal & Target
BUY
$207.00
Start Price
$163.60
Best Price (1Y)
$172.09
Current Price
$120.62
Return
-26.3%
Celsius Holdings Inc
CELH
Aug 10, 2026
Analyst
Jim Salera
Signal & Target
BUY
$50.00
Start Price
$27.77
Best Price (1Y)
$36.13
Current Price
$28.16
Return
+1.4%
Texas Roadhouse Inc
TXRH
Aug 07, 2026
Analyst
-
Signal & Target
SELL
$205.00
Start Price
$208.17
Best Price (1Y)
$154.57
Current Price
$170.97
Return
+17.9%
DXP Enterprises, Inc.
DXPE
Aug 07, 2026
Analyst
-
Signal & Target
BUY
$220.00
Start Price
$198.21
Best Price (1Y)
$207.18
Current Price
$177.73
Return
-10.3%
Analyst
-
Signal & Target
BUY
$2.00
Start Price
$1.20
Best Price (1Y)
$1.67
Current Price
$1.17
Return
-2.5%
Papa John`s International, Inc.
PZZA
Aug 07, 2026
Analyst
-
Signal & Target
SELL
$24.00
Start Price
$24.64
Best Price (1Y)
$18.80
Current Price
$19.57
Return
+20.6%
HubSpot Inc
HUBS
Aug 06, 2026
Analyst
-
Signal & Target
BUY
$251.00
Start Price
$250.21
Best Price (1Y)
$265.00
Current Price
$238.87
Return
-4.5%
Bank of Hawaii Corp.
BOH
Aug 06, 2026
Analyst
Andrew Terrell
Signal & Target
BUY
$85.00
Start Price
$79.25
Best Price (1Y)
$80.72
Current Price
$67.19
Return
-15.2%
FinWise Bancorp
FINW
Aug 06, 2026
Analyst
-
Signal & Target
BUY
$16.00
Start Price
$14.38
Best Price (1Y)
$14.62
Current Price
$10.75
Return
-25.2%
First Hawaiian INC
FHB
Aug 06, 2026
Analyst
-
Signal & Target
BUY
$33.00
Start Price
$27.85
Best Price (1Y)
$28.14
Current Price
$24.94
Return
-10.4%
Griffon Corp.
GFF
Aug 06, 2026
Analyst
-
Signal & Target
BUY
$120.00
Start Price
$102.81
Best Price (1Y)
$108.48
Current Price
$93.21
Return
-9.3%
Arcosa Inc
ACA
Aug 06, 2026
Analyst
Trey Grooms
Signal & Target
BUY
$150.00
Start Price
$145.32
Best Price (1Y)
$147.56
Current Price
$147.01
Return
+1.2%
Oportun Financial Corp
OPRT
Aug 06, 2026
Analyst
-
Signal & Target
BUY
$8.00
Start Price
$6.06
Best Price (1Y)
$9.28
Current Price
$9.21
Return
+52.0%
Recent Upgrades / Downgrades
| Date | Stock | Action | From | To |
|---|---|---|---|---|
| Oct 07, 2026 |
Zscaler Inc
ZS
|
Hold | Overweight | Overweight |
| Oct 07, 2026 |
Presidio Production Company
FTW
|
Initialise | Overweight | |
| Oct 07, 2026 |
TXO Partners L.P. - Units
TXO
|
Initialise | Overweight | |
| Oct 06, 2026 |
Carvana Co. - Ordinary Shares - Class A
CVNA
|
Hold | Overweight | Overweight |
| Oct 05, 2026 |
Atlas Energy Solutions Inc.
AESI
|
Hold | Overweight | Overweight |
| Sep 25, 2026 |
Okta Inc - Ordinary Shares - Class A
OKTA
|
Hold | Overweight | Overweight |
| Sep 25, 2026 |
Carmax Inc
KMX
|
Hold | Overweight | Overweight |
| Sep 21, 2026 |
AvePoint Inc - Ordinary Shares - Class A
AVPT
|
Hold | Overweight | Overweight |
| Sep 18, 2026 |
Crowdstrike Holdings Inc - Ordinary Shares - Class A
CRWD
|
Hold | Overweight | Overweight |
| Sep 18, 2026 |
California Resources Corporation - Ordinary Shares - New
CRC
|
Hold | Overweight | Overweight |
| Sep 17, 2026 |
Enova International Inc.
ENVA
|
Hold | Overweight | Overweight |
| Sep 16, 2026 |
Paychex Inc.
PAYX
|
Initialise | Neutral | Neutral |
| Sep 15, 2026 |
Acushnet Holdings Corp
GOLF
|
Initialise | Neutral | |
| Sep 14, 2026 |
Somnigroup International Inc
SGI
|
Upgrade | Overweight | |
| Sep 14, 2026 |
Netskope, Inc. Class A Common Stock
NTSK
|
Initialise | Overweight | |
| Sep 11, 2026 |
Darden Restaurants, Inc.
DRI
|
Hold | Positive | Positive |
| Sep 09, 2026 |
Braze Inc - Ordinary Shares - Class A
BRZE
|
Hold | Hold | Hold |
| Sep 04, 2026 |
Ormat Technologies Inc
ORA
|
Initialise | Buy | |
| Sep 04, 2026 |
Zscaler Inc
ZS
|
Hold | Overweight | Overweight |
| Aug 31, 2026 |
River City Bank
RCBC
|
Initialise | Positive | |
| Aug 28, 2026 |
Rubrik Inc. - Ordinary Shares - Class A
RBRK
|
Hold | Overweight | Overweight |
| Aug 28, 2026 |
SentinelOne Inc - Ordinary Shares - Class A
S
|
Hold | Overweight | Overweight |
| Aug 24, 2026 |
Flowers Foods, Inc.
FLO
|
Hold | Reduce | Reduce |
| Aug 21, 2026 |
HomeTrust Bancshares, Inc.
HTB
|
Hold | Overweight | Overweight |
| Aug 17, 2026 |
Jbs N.V.
JBS
|
Hold | Overweight | Overweight |
| Aug 12, 2026 |
Natera Inc
NTRA
|
Hold | Overweight | Overweight |
| Aug 12, 2026 |
Brinker International, Inc.
EAT
|
Hold | Overweight | Overweight |
| Aug 12, 2026 |
10x Genomics Inc - Ordinary Shares - Class A
TXG
|
Hold | Overweight | Overweight |
| Aug 11, 2026 |
Rapid7 Inc
RPD
|
Hold | Positive | Positive |
| Aug 11, 2026 |
ACV Auctions Inc - Ordinary Shares - Class A
ACVA
|
Upgrade | Overweight | |
| Aug 10, 2026 |
Celsius Holdings Inc
CELH
|
Hold | Overweight | Overweight |
| Aug 10, 2026 |
Boot Barn Holdings Inc
BOOT
|
Hold | Overweight | Overweight |
| Aug 07, 2026 |
Papa John`s International, Inc.
PZZA
|
Downgrade | Overweight | Negative |
| Aug 07, 2026 |
DXP Enterprises, Inc.
DXPE
|
Hold | Overweight | Overweight |
| Aug 06, 2026 |
HubSpot Inc
HUBS
|
Downgrade | Overweight | Positive |
| Aug 06, 2026 |
Oportun Financial Corp
OPRT
|
Hold | Overweight | Overweight |
| Aug 06, 2026 |
Bridgewater Bancshares Inc
BWB
|
Upgrade | Overweight | |
| Aug 06, 2026 |
Global Payments, Inc.
GPN
|
Upgrade | Overweight | Overweight |
| Aug 06, 2026 |
First Hawaiian INC
FHB
|
Upgrade | Overweight | |
| Aug 06, 2026 |
Trico Bancshares
TCBK
|
Upgrade | Overweight | Overweight |
| Aug 06, 2026 |
Griffon Corp.
GFF
|
Hold | Overweight | Overweight |
| Aug 06, 2026 |
CVB Financial Corp.
CVBF
|
Upgrade | Equal-Weight | Overweight |
| Aug 04, 2026 |
Matson Inc
MATX
|
Hold | Overweight | Overweight |
| Aug 04, 2026 |
Guardant Health Inc
GH
|
Hold | Overweight | Overweight |
| Jul 31, 2026 |
XPO Inc
XPO
|
Hold | Overweight | Overweight |
| Jul 31, 2026 |
Cullen Frost Bankers Inc.
CFR
|
Hold | Overweight | Overweight |
| Jul 30, 2026 |
Monro Inc
MNRO
|
Hold | Overweight | Overweight |
| Jul 30, 2026 |
NBT Bancorp. Inc.
NBTB
|
Downgrade | Overweight | Overweight |
| Jul 30, 2026 |
Rush Enterprises Inc - Ordinary Shares - Class A
RUSHA
|
Hold | Overweight | Overweight |
| Jul 30, 2026 |
Chipotle Mexican Grill
CMG
|
Hold | Positive | Positive |
Zscaler Inc
ZS
Oct 07
Action
Hold
From
Overweight
To
Overweight
Action
Initialise
From
-
To
Overweight
Action
Initialise
From
-
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Carmax Inc
KMX
Sep 25
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Paychex Inc.
PAYX
Sep 16
Action
Initialise
From
Neutral
To
Neutral
Acushnet Holdings Corp
GOLF
Sep 15
Action
Initialise
From
-
To
Neutral
Action
Upgrade
From
-
To
Overweight
Action
Initialise
From
-
To
Overweight
Darden Restaurants, Inc.
DRI
Sep 11
Action
Hold
From
Positive
To
Positive
Action
Hold
From
Hold
To
Hold
Ormat Technologies Inc
ORA
Sep 04
Action
Initialise
From
-
To
Buy
Zscaler Inc
ZS
Sep 04
Action
Hold
From
Overweight
To
Overweight
River City Bank
RCBC
Aug 31
Action
Initialise
From
-
To
Positive
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Flowers Foods, Inc.
FLO
Aug 24
Action
Hold
From
Reduce
To
Reduce
Action
Hold
From
Overweight
To
Overweight
Jbs N.V.
JBS
Aug 17
Action
Hold
From
Overweight
To
Overweight
Natera Inc
NTRA
Aug 12
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Rapid7 Inc
RPD
Aug 11
Action
Hold
From
Positive
To
Positive
Action
Upgrade
From
-
To
Overweight
Celsius Holdings Inc
CELH
Aug 10
Action
Hold
From
Overweight
To
Overweight
Boot Barn Holdings Inc
BOOT
Aug 10
Action
Hold
From
Overweight
To
Overweight
Action
Downgrade
From
Overweight
To
Negative
DXP Enterprises, Inc.
DXPE
Aug 07
Action
Hold
From
Overweight
To
Overweight
HubSpot Inc
HUBS
Aug 06
Action
Downgrade
From
Overweight
To
Positive
Oportun Financial Corp
OPRT
Aug 06
Action
Hold
From
Overweight
To
Overweight
Action
Upgrade
From
-
To
Overweight
Global Payments, Inc.
GPN
Aug 06
Action
Upgrade
From
Overweight
To
Overweight
First Hawaiian INC
FHB
Aug 06
Action
Upgrade
From
-
To
Overweight
Trico Bancshares
TCBK
Aug 06
Action
Upgrade
From
Overweight
To
Overweight
Griffon Corp.
GFF
Aug 06
Action
Hold
From
Overweight
To
Overweight
CVB Financial Corp.
CVBF
Aug 06
Action
Upgrade
From
Equal-Weight
To
Overweight
Matson Inc
MATX
Aug 04
Action
Hold
From
Overweight
To
Overweight
Guardant Health Inc
GH
Aug 04
Action
Hold
From
Overweight
To
Overweight
XPO Inc
XPO
Jul 31
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Monro Inc
MNRO
Jul 30
Action
Hold
From
Overweight
To
Overweight
NBT Bancorp. Inc.
NBTB
Jul 30
Action
Downgrade
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Chipotle Mexican Grill
CMG
Jul 30
Action
Hold
From
Positive
To
Positive