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.
+7.4%
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 📉
54%
512 W / 436 L
Target Met
How often was the target reached?
Hits vs. Total.
Hits vs. Total.
82%
459 W / 104 L
Precision Hit
How often precise (±3%)?
Hits vs. Total.
Hits vs. Total.
18%
99 W / 464 L
Bullseye Hit
How often perfect (±1%)?
Hits vs. Total.
Hits vs. Total.
6%
32 W / 531 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%
207 W / 179 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).
54%
469 W / 404 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%
43 W / 32 L
Top 5 Analysts (Score, >50 Trades)
Latest Price Targets
| Date | Stock | Signal | Analyst | Target | Start Price | Best Price (1Y) | Current Price |
|---|---|---|---|---|---|---|---|
| Aug 28, 2026 |
Campbell Soup Co.
CPB
|
SELL | - |
$20.00
Est. +14%
|
$23.28 | $21.15 (Low) |
$22.13
+5.0%
|
| Aug 28, 2026 |
Hormel Foods Corp.
HRL
|
BUY | - |
$23.00
Est. +8%
|
$21.28 | $22.40 |
$21.69
+1.9%
|
| Aug 28, 2026 |
SentinelOne Inc - Ordinary Shares - Class A
S
|
BUY | Todd Weller |
$26.00
Est. +14%
|
$22.71 | $22.16 |
$19.80
-12.8%
|
| Aug 24, 2026 |
Flowers Foods, Inc.
FLO
|
SELL | Ben Bienvenu |
$6.00
Est. +15%
|
$7.05 | $6.33 (Low) |
$6.45
+8.5%
|
| Aug 18, 2026 |
Myriad Genetics, Inc.
MYGN
|
SELL | - |
$3.00
Est. +2%
|
$3.05 | $2.84 (Low) |
$3.23
-5.9%
|
| Aug 12, 2026 |
Brinker International, Inc.
EAT
|
BUY | - |
$300.00
Est. +22%
|
$245.89 | $254.99 |
$228.88
-6.9%
|
| Aug 12, 2026 |
10x Genomics Inc - Ordinary Shares - Class A
TXG
|
BUY | Mason Carrico |
$65.00
Est. +11%
|
$58.34 | $66.94 |
$63.22
+8.4%
|
| Aug 12, 2026 |
Natera Inc
NTRA
|
BUY | - |
$350.00
Est. +10%
|
$317.25 | $343.18 |
$327.67
+3.3%
|
| Aug 11, 2026 |
ACV Auctions Inc - Ordinary Shares - Class A
ACVA
|
BUY | Jeff Lick |
$10.50
Est. +36%
|
$7.73 | $8.34 |
$6.70
-13.3%
|
| Aug 11, 2026 |
OppFi Inc - Ordinary Shares - Class A
OPFI
|
BUY | - |
$9.50
Est. +8%
|
$8.77 | $7.68 |
$7.32
-16.5%
|
| Aug 10, 2026 |
Celsius Holdings Inc
CELH
|
BUY | Jim Salera |
$50.00
Est. +80%
|
$27.77 | $36.13 |
$31.61
+13.8%
|
| Aug 10, 2026 |
Boot Barn Holdings Inc
BOOT
|
BUY | Jeff Lick |
$207.00
Est. +27%
|
$163.60 | $172.09 |
$147.36
-9.9%
|
| Aug 07, 2026 |
Texas Roadhouse Inc
TXRH
|
SELL | - |
$205.00
Est. +2%
|
$208.17 | $187.07 (Low) |
$189.06
+9.2%
|
| Aug 07, 2026 |
UWM Holdings Corporation - Ordinary Shares - Class A
UWMC
|
BUY | - |
$2.00
Est. +67%
|
$1.20 | $1.67 |
$1.46
+21.7%
|
| Aug 07, 2026 |
Papa John`s International, Inc.
PZZA
|
SELL | - |
$24.00
Est. +3%
|
$24.64 | $22.42 (Low) |
$22.56
+8.4%
|
| Aug 07, 2026 |
DXP Enterprises, Inc.
DXPE
|
BUY | - |
$220.00
Est. +11%
|
$198.21 | $207.18 |
$181.21
-8.6%
|
| Aug 06, 2026 |
Griffon Corp.
GFF
|
BUY | - |
$120.00
Est. +17%
|
$102.81 | $108.48 |
$97.75
-4.9%
|
| Aug 06, 2026 |
FinWise Bancorp
FINW
|
BUY | - |
$16.00
Est. +11%
|
$14.38 | $14.62 |
$14.00
-2.6%
|
| Aug 06, 2026 |
CVB Financial Corp.
CVBF
|
BUY | - |
$27.00
Est. +17%
|
$23.01 | $23.41 |
$22.48
-2.3%
|
| Aug 06, 2026 |
First Hawaiian INC
FHB
|
BUY | - |
$33.00
Est. +18%
|
$27.85 | $28.14 |
$26.00
-6.6%
|
| Aug 06, 2026 |
Arcosa Inc
ACA
|
BUY | Trey Grooms |
$150.00
Est. +3%
|
$145.32 | $145.74 |
$145.48
+0.1%
|
| Aug 06, 2026 |
HubSpot Inc
HUBS
|
BUY | - |
$251.00
Est. +0%
|
$250.21 | $265.00 |
$255.32
+2.0%
|
| Aug 06, 2026 |
Bank of Hawaii Corp.
BOH
|
BUY | Andrew Terrell |
$85.00
Est. +7%
|
$79.25 | $80.72 |
$76.65
-3.3%
|
| Aug 06, 2026 |
Bridgewater Bancshares Inc
BWB
|
BUY | - |
$25.00
Est. +19%
|
$21.07 | $22.63 |
$21.54
+2.2%
|
| Aug 06, 2026 |
Southern Missouri Bancorp, Inc.
SMBC
|
BUY | - |
$85.00
Est. +8%
|
$78.86 | $78.74 |
$73.41
-6.9%
|
| Aug 06, 2026 |
Oportun Financial Corp
OPRT
|
BUY | - |
$8.00
Est. +32%
|
$6.06 | $8.30 |
$7.41
+22.3%
|
| Aug 05, 2026 |
Knife River Corp
KNF
|
BUY | - |
$80.00
Est. +15%
|
$69.51 | $70.68 |
$62.13
-10.6%
|
| Aug 04, 2026 |
Vertex Inc - Ordinary Shares Class A
VERX
|
BUY | - |
$18.00
Est. +34%
|
$13.40 | $14.46 |
$13.78
+2.8%
|
| Aug 04, 2026 |
Guardant Health Inc
GH
|
BUY | - |
$195.00
Est. +23%
|
$158.83 | $173.17 |
$161.04
+1.4%
|
| Aug 04, 2026 |
Veracyte Inc
VCYT
|
BUY | - |
$55.00
Est. +23%
|
$44.85 | $47.96 |
$44.67
-0.4%
|
| Aug 04, 2026 |
Matson Inc
MATX
|
BUY | - |
$260.00
Est. +25%
|
$207.45 | $228.00 |
$222.27
+7.1%
|
| Aug 03, 2026 |
Penske Automotive Group Inc
PAG
|
SELL | - |
$210.00
Est. +3%
|
$217.31 | $215.00 (Low) |
$219.62
-1.1%
|
| Jul 31, 2026 |
Martin Marietta Materials, Inc.
MLM
|
BUY | - |
$680.00
Est. +26%
|
$540.00 | $561.88 |
$508.94
-5.8%
|
| Jul 31, 2026 |
Covenant Logistics Group Inc - Ordinary Shares - Class A
CVLG
|
BUY | - |
$54.00
Est. +47%
|
$36.85 | $37.13 |
$34.38
-6.7%
|
| Jul 31, 2026 |
CRH Plc
CRH
|
BUY | - |
$125.00
Est. +30%
|
$96.00 | $102.28 |
$92.04
-4.1%
|
| Jul 31, 2026 |
XPO Inc
XPO
|
BUY | Bascome Majors |
$270.00
Est. +36%
|
$199.26 | $215.01 |
$184.80
-7.3%
|
| Jul 31, 2026 |
Cullen Frost Bankers Inc.
CFR
|
BUY | - |
$183.00
Est. +12%
|
$163.49 | $170.80 |
$162.73
-0.5%
|
| Jul 30, 2026 |
NBT Bancorp. Inc.
NBTB
|
BUY | Matt Breese |
$55.00
Est. +1%
|
$54.26 | $54.39 |
$51.63
-4.8%
|
| Jul 30, 2026 |
Eagle Materials Inc.
EXP
|
BUY | - |
$230.00
Est. +10%
|
$209.91 | $219.96 |
$193.58
-7.8%
|
| Jul 30, 2026 |
Chipotle Mexican Grill
CMG
|
BUY | Jim Salera |
$40.00
Est. +17%
|
$34.24 | $39.09 |
$37.57
+9.7%
|
| Jul 30, 2026 |
Stock Yards Bancorp Inc
SYBT
|
SELL | - |
$87.00
Est. +1%
|
$88.03 | $77.51 (Low) |
$80.28
+8.8%
|
| Jul 30, 2026 |
Monro Inc
MNRO
|
BUY | Thomas Wendler |
$17.00
Est. +28%
|
$13.26 | $14.06 |
$12.60
-5.0%
|
| Jul 30, 2026 |
PennyMac Financial Services Inc.
PFSI
|
SELL | Kyle Joseph |
$78.00
Est. +9%
|
$86.04 | $70.67 (Low) |
$73.23
+14.9%
|
| Jul 30, 2026 |
Rush Enterprises Inc - Ordinary Shares - Class A
RUSHA
|
BUY | - |
$95.00
Est. +16%
|
$81.62 | $55.74 |
$50.11
-38.6%
|
| Jul 29, 2026 |
TFI International Inc
TFII
|
BUY | - |
$205.00
Est. +39%
|
$147.76 | $148.80 |
$132.81
-10.1%
|
| Jul 29, 2026 |
California BanCorp.
BCAL
|
BUY | - |
$24.00
Est. +12%
|
$21.52 | $21.98 |
$21.67
+0.7%
|
| Jul 29, 2026 |
United Parcel Service, Inc. - Ordinary Shares - Class B
UPS
|
BUY | - |
$130.00
Est. +23%
|
$105.59 | $109.42 |
$103.49
-2.0%
|
| Jul 29, 2026 |
First Hawaiian INC
FHB
|
BUY | - |
$32.00
Est. +14%
|
$28.09 | $28.46 |
$26.00
-7.4%
|
| Jul 29, 2026 |
Firstsun Capital Bancorp
FSUN
|
BUY | - |
$45.00
Est. +14%
|
$39.34 | $41.36 |
$40.64
+3.3%
|
| Jul 29, 2026 |
Bank of Marin Bancorp
BMRC
|
BUY | - |
$30.00
Est. +3%
|
$29.10 | $29.73 |
$27.34
-6.0%
|
Campbell Soup Co.
CPB
Aug 28, 2026
Analyst
-
Signal & Target
SELL
$20.00
Start Price
$23.28
Best Price (1Y)
$21.15
Current Price
$22.13
Return
+5.0%
Hormel Foods Corp.
HRL
Aug 28, 2026
Analyst
-
Signal & Target
BUY
$23.00
Start Price
$21.28
Best Price (1Y)
$22.40
Current Price
$21.69
Return
+1.9%
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)
$22.16
Current Price
$19.80
Return
-12.8%
Flowers Foods, Inc.
FLO
Aug 24, 2026
Analyst
Ben Bienvenu
Signal & Target
SELL
$6.00
Start Price
$7.05
Best Price (1Y)
$6.33
Current Price
$6.45
Return
+8.5%
Myriad Genetics, Inc.
MYGN
Aug 18, 2026
Analyst
-
Signal & Target
SELL
$3.00
Start Price
$3.05
Best Price (1Y)
$2.84
Current Price
$3.23
Return
-5.9%
Brinker International, Inc.
EAT
Aug 12, 2026
Analyst
-
Signal & Target
BUY
$300.00
Start Price
$245.89
Best Price (1Y)
$254.99
Current Price
$228.88
Return
-6.9%
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)
$66.94
Current Price
$63.22
Return
+8.4%
Natera Inc
NTRA
Aug 12, 2026
Analyst
-
Signal & Target
BUY
$350.00
Start Price
$317.25
Best Price (1Y)
$343.18
Current Price
$327.67
Return
+3.3%
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)
$8.34
Current Price
$6.70
Return
-13.3%
OppFi Inc - Ordinary Shares - Class A
OPFI
Aug 11, 2026
Analyst
-
Signal & Target
BUY
$9.50
Start Price
$8.77
Best Price (1Y)
$7.68
Current Price
$7.32
Return
-16.5%
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
$31.61
Return
+13.8%
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
$147.36
Return
-9.9%
Texas Roadhouse Inc
TXRH
Aug 07, 2026
Analyst
-
Signal & Target
SELL
$205.00
Start Price
$208.17
Best Price (1Y)
$187.07
Current Price
$189.06
Return
+9.2%
Analyst
-
Signal & Target
BUY
$2.00
Start Price
$1.20
Best Price (1Y)
$1.67
Current Price
$1.46
Return
+21.7%
Papa John`s International, Inc.
PZZA
Aug 07, 2026
Analyst
-
Signal & Target
SELL
$24.00
Start Price
$24.64
Best Price (1Y)
$22.42
Current Price
$22.56
Return
+8.4%
DXP Enterprises, Inc.
DXPE
Aug 07, 2026
Analyst
-
Signal & Target
BUY
$220.00
Start Price
$198.21
Best Price (1Y)
$207.18
Current Price
$181.21
Return
-8.6%
Griffon Corp.
GFF
Aug 06, 2026
Analyst
-
Signal & Target
BUY
$120.00
Start Price
$102.81
Best Price (1Y)
$108.48
Current Price
$97.75
Return
-4.9%
FinWise Bancorp
FINW
Aug 06, 2026
Analyst
-
Signal & Target
BUY
$16.00
Start Price
$14.38
Best Price (1Y)
$14.62
Current Price
$14.00
Return
-2.6%
CVB Financial Corp.
CVBF
Aug 06, 2026
Analyst
-
Signal & Target
BUY
$27.00
Start Price
$23.01
Best Price (1Y)
$23.41
Current Price
$22.48
Return
-2.3%
First Hawaiian INC
FHB
Aug 06, 2026
Analyst
-
Signal & Target
BUY
$33.00
Start Price
$27.85
Best Price (1Y)
$28.14
Current Price
$26.00
Return
-6.6%
Arcosa Inc
ACA
Aug 06, 2026
Analyst
Trey Grooms
Signal & Target
BUY
$150.00
Start Price
$145.32
Best Price (1Y)
$145.74
Current Price
$145.48
Return
+0.1%
HubSpot Inc
HUBS
Aug 06, 2026
Analyst
-
Signal & Target
BUY
$251.00
Start Price
$250.21
Best Price (1Y)
$265.00
Current Price
$255.32
Return
+2.0%
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
$76.65
Return
-3.3%
Bridgewater Bancshares Inc
BWB
Aug 06, 2026
Analyst
-
Signal & Target
BUY
$25.00
Start Price
$21.07
Best Price (1Y)
$22.63
Current Price
$21.54
Return
+2.2%
Southern Missouri Bancorp, Inc.
SMBC
Aug 06, 2026
Analyst
-
Signal & Target
BUY
$85.00
Start Price
$78.86
Best Price (1Y)
$78.74
Current Price
$73.41
Return
-6.9%
Oportun Financial Corp
OPRT
Aug 06, 2026
Analyst
-
Signal & Target
BUY
$8.00
Start Price
$6.06
Best Price (1Y)
$8.30
Current Price
$7.41
Return
+22.3%
Knife River Corp
KNF
Aug 05, 2026
Analyst
-
Signal & Target
BUY
$80.00
Start Price
$69.51
Best Price (1Y)
$70.68
Current Price
$62.13
Return
-10.6%
Vertex Inc - Ordinary Shares Class A
VERX
Aug 04, 2026
Analyst
-
Signal & Target
BUY
$18.00
Start Price
$13.40
Best Price (1Y)
$14.46
Current Price
$13.78
Return
+2.8%
Guardant Health Inc
GH
Aug 04, 2026
Analyst
-
Signal & Target
BUY
$195.00
Start Price
$158.83
Best Price (1Y)
$173.17
Current Price
$161.04
Return
+1.4%
Veracyte Inc
VCYT
Aug 04, 2026
Analyst
-
Signal & Target
BUY
$55.00
Start Price
$44.85
Best Price (1Y)
$47.96
Current Price
$44.67
Return
-0.4%
Matson Inc
MATX
Aug 04, 2026
Analyst
-
Signal & Target
BUY
$260.00
Start Price
$207.45
Best Price (1Y)
$228.00
Current Price
$222.27
Return
+7.1%
Penske Automotive Group Inc
PAG
Aug 03, 2026
Analyst
-
Signal & Target
SELL
$210.00
Start Price
$217.31
Best Price (1Y)
$215.00
Current Price
$219.62
Return
-1.1%
Martin Marietta Materials, Inc.
MLM
Jul 31, 2026
Analyst
-
Signal & Target
BUY
$680.00
Start Price
$540.00
Best Price (1Y)
$561.88
Current Price
$508.94
Return
-5.8%
Analyst
-
Signal & Target
BUY
$54.00
Start Price
$36.85
Best Price (1Y)
$37.13
Current Price
$34.38
Return
-6.7%
CRH Plc
CRH
Jul 31, 2026
Analyst
-
Signal & Target
BUY
$125.00
Start Price
$96.00
Best Price (1Y)
$102.28
Current Price
$92.04
Return
-4.1%
XPO Inc
XPO
Jul 31, 2026
Analyst
Bascome Majors
Signal & Target
BUY
$270.00
Start Price
$199.26
Best Price (1Y)
$215.01
Current Price
$184.80
Return
-7.3%
Cullen Frost Bankers Inc.
CFR
Jul 31, 2026
Analyst
-
Signal & Target
BUY
$183.00
Start Price
$163.49
Best Price (1Y)
$170.80
Current Price
$162.73
Return
-0.5%
NBT Bancorp. Inc.
NBTB
Jul 30, 2026
Analyst
Matt Breese
Signal & Target
BUY
$55.00
Start Price
$54.26
Best Price (1Y)
$54.39
Current Price
$51.63
Return
-4.8%
Eagle Materials Inc.
EXP
Jul 30, 2026
Analyst
-
Signal & Target
BUY
$230.00
Start Price
$209.91
Best Price (1Y)
$219.96
Current Price
$193.58
Return
-7.8%
Chipotle Mexican Grill
CMG
Jul 30, 2026
Analyst
Jim Salera
Signal & Target
BUY
$40.00
Start Price
$34.24
Best Price (1Y)
$39.09
Current Price
$37.57
Return
+9.7%
Stock Yards Bancorp Inc
SYBT
Jul 30, 2026
Analyst
-
Signal & Target
SELL
$87.00
Start Price
$88.03
Best Price (1Y)
$77.51
Current Price
$80.28
Return
+8.8%
Monro Inc
MNRO
Jul 30, 2026
Analyst
Thomas Wendler
Signal & Target
BUY
$17.00
Start Price
$13.26
Best Price (1Y)
$14.06
Current Price
$12.60
Return
-5.0%
PennyMac Financial Services Inc.
PFSI
Jul 30, 2026
Analyst
Kyle Joseph
Signal & Target
SELL
$78.00
Start Price
$86.04
Best Price (1Y)
$70.67
Current Price
$73.23
Return
+14.9%
Analyst
-
Signal & Target
BUY
$95.00
Start Price
$81.62
Best Price (1Y)
$55.74
Current Price
$50.11
Return
-38.6%
TFI International Inc
TFII
Jul 29, 2026
Analyst
-
Signal & Target
BUY
$205.00
Start Price
$147.76
Best Price (1Y)
$148.80
Current Price
$132.81
Return
-10.1%
California BanCorp.
BCAL
Jul 29, 2026
Analyst
-
Signal & Target
BUY
$24.00
Start Price
$21.52
Best Price (1Y)
$21.98
Current Price
$21.67
Return
+0.7%
Analyst
-
Signal & Target
BUY
$130.00
Start Price
$105.59
Best Price (1Y)
$109.42
Current Price
$103.49
Return
-2.0%
First Hawaiian INC
FHB
Jul 29, 2026
Analyst
-
Signal & Target
BUY
$32.00
Start Price
$28.09
Best Price (1Y)
$28.46
Current Price
$26.00
Return
-7.4%
Firstsun Capital Bancorp
FSUN
Jul 29, 2026
Analyst
-
Signal & Target
BUY
$45.00
Start Price
$39.34
Best Price (1Y)
$41.36
Current Price
$40.64
Return
+3.3%
Bank of Marin Bancorp
BMRC
Jul 29, 2026
Analyst
-
Signal & Target
BUY
$30.00
Start Price
$29.10
Best Price (1Y)
$29.73
Current Price
$27.34
Return
-6.0%
Recent Upgrades / Downgrades
| Date | Stock | Action | From | To |
|---|---|---|---|---|
| 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 12, 2026 |
10x Genomics Inc - Ordinary Shares - Class A
TXG
|
Hold | Overweight | Overweight |
| Aug 12, 2026 |
Natera Inc
NTRA
|
Hold | Overweight | Overweight |
| Aug 12, 2026 |
Brinker International, Inc.
EAT
|
Hold | Overweight | Overweight |
| Aug 11, 2026 |
ACV Auctions Inc - Ordinary Shares - Class A
ACVA
|
Upgrade | Overweight | |
| Aug 11, 2026 |
Rapid7 Inc
RPD
|
Hold | Positive | Positive |
| Aug 10, 2026 |
Celsius Holdings Inc
CELH
|
Hold | Overweight | Overweight |
| Aug 10, 2026 |
Boot Barn Holdings Inc
BOOT
|
Hold | Overweight | Overweight |
| Aug 07, 2026 |
DXP Enterprises, Inc.
DXPE
|
Hold | Overweight | Overweight |
| Aug 07, 2026 |
Papa John`s International, Inc.
PZZA
|
Downgrade | Overweight | Negative |
| Aug 06, 2026 |
HubSpot Inc
HUBS
|
Downgrade | Overweight | Positive |
| Aug 06, 2026 |
Griffon Corp.
GFF
|
Hold | Overweight | Overweight |
| Aug 06, 2026 |
CVB Financial Corp.
CVBF
|
Upgrade | Equal-Weight | Overweight |
| Aug 06, 2026 |
Bridgewater Bancshares Inc
BWB
|
Upgrade | Overweight | |
| Aug 06, 2026 |
First Hawaiian INC
FHB
|
Upgrade | Overweight | |
| Aug 06, 2026 |
Global Payments, Inc.
GPN
|
Upgrade | Overweight | Overweight |
| Aug 06, 2026 |
Oportun Financial Corp
OPRT
|
Hold | Overweight | Overweight |
| Aug 06, 2026 |
Trico Bancshares
TCBK
|
Upgrade | Overweight | Overweight |
| Aug 04, 2026 |
Guardant Health Inc
GH
|
Hold | Overweight | Overweight |
| Aug 04, 2026 |
Matson Inc
MATX
|
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 |
NBT Bancorp. Inc.
NBTB
|
Downgrade | Overweight | Overweight |
| Jul 30, 2026 |
Monro Inc
MNRO
|
Hold | 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 |
| Jul 29, 2026 |
TFI International Inc
TFII
|
Hold | Overweight | Overweight |
| Jul 29, 2026 |
Cheesecake Factory Inc.
CAKE
|
Hold | Positive | Positive |
| Jul 29, 2026 |
California BanCorp.
BCAL
|
Hold | Overweight | Overweight |
| Jul 28, 2026 |
Matador Resources Co
MTDR
|
Hold | Overweight | Overweight |
| Jul 28, 2026 |
Simpson Manufacturing Co., Inc.
SSD
|
Hold | Cautious | Cautious |
| Jul 28, 2026 |
Valvoline Inc
VVV
|
Hold | Overweight | Overweight |
| Jul 28, 2026 |
Lamb Weston Holdings Inc
LW
|
Hold | Positive | Positive |
| Jul 28, 2026 |
James Hardie Industries plc - ADR
JHX
|
Hold | Overweight | Overweight |
| Jul 27, 2026 |
SouthState Corporation
SSB
|
Hold | Overweight | Overweight |
| Jul 27, 2026 |
WSFS Financial Corp.
WSFS
|
Hold | Overweight | Overweight |
| Jul 27, 2026 |
Tenet Healthcare Corp.
THC
|
Hold | Overweight | Overweight |
| Jul 24, 2026 |
Pool Corporation
POOL
|
Hold | Overweight | Overweight |
| Jul 24, 2026 |
Ovintiv Inc
OVV
|
Hold | Positive | Positive |
| Jul 23, 2026 |
National Bank Holdings Corp - Ordinary Shares - Class A
NBHC
|
Hold | Overweight | Overweight |
| Jul 23, 2026 |
Alphatec Holdings Inc
ATEC
|
Initialise | Overweight | |
| Jul 23, 2026 |
Westinghouse Air Brake Technologies Corp
WAB
|
Hold | Overweight | Overweight |
| Jul 23, 2026 |
Texas Capital Bancshares, Inc.
TCBI
|
Hold | Overweight | Overweight |
| Jul 23, 2026 |
Triumph Group Inc.
TGI
|
Hold | Outperform | Outperform |
| Jul 23, 2026 |
Domo Inc. - Ordinary Shares - Class B
DOMO
|
Downgrade | Overweight | Sell |
| Jul 23, 2026 |
Western Alliance Bancorp
WAL
|
Hold | Overweight | Overweight |
| Jul 23, 2026 |
Norwood Financial Corp.
NWFL
|
Hold | Mixed | Mixed |
| Jul 23, 2026 |
RBB Bancorp
RBB
|
Hold | Positive | 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
Natera Inc
NTRA
Aug 12
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Upgrade
From
-
To
Overweight
Rapid7 Inc
RPD
Aug 11
Action
Hold
From
Positive
To
Positive
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
DXP Enterprises, Inc.
DXPE
Aug 07
Action
Hold
From
Overweight
To
Overweight
Action
Downgrade
From
Overweight
To
Negative
HubSpot Inc
HUBS
Aug 06
Action
Downgrade
From
Overweight
To
Positive
Griffon Corp.
GFF
Aug 06
Action
Hold
From
Overweight
To
Overweight
CVB Financial Corp.
CVBF
Aug 06
Action
Upgrade
From
Equal-Weight
To
Overweight
Action
Upgrade
From
-
To
Overweight
First Hawaiian INC
FHB
Aug 06
Action
Upgrade
From
-
To
Overweight
Global Payments, Inc.
GPN
Aug 06
Action
Upgrade
From
Overweight
To
Overweight
Oportun Financial Corp
OPRT
Aug 06
Action
Hold
From
Overweight
To
Overweight
Trico Bancshares
TCBK
Aug 06
Action
Upgrade
From
Overweight
To
Overweight
Guardant Health Inc
GH
Aug 04
Action
Hold
From
Overweight
To
Overweight
Matson Inc
MATX
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
NBT Bancorp. Inc.
NBTB
Jul 30
Action
Downgrade
From
Overweight
To
Overweight
Monro Inc
MNRO
Jul 30
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Chipotle Mexican Grill
CMG
Jul 30
Action
Hold
From
Positive
To
Positive
TFI International Inc
TFII
Jul 29
Action
Hold
From
Overweight
To
Overweight
Cheesecake Factory Inc.
CAKE
Jul 29
Action
Hold
From
Positive
To
Positive
California BanCorp.
BCAL
Jul 29
Action
Hold
From
Overweight
To
Overweight
Matador Resources Co
MTDR
Jul 28
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Cautious
To
Cautious
Valvoline Inc
VVV
Jul 28
Action
Hold
From
Overweight
To
Overweight
Lamb Weston Holdings Inc
LW
Jul 28
Action
Hold
From
Positive
To
Positive
Action
Hold
From
Overweight
To
Overweight
SouthState Corporation
SSB
Jul 27
Action
Hold
From
Overweight
To
Overweight
WSFS Financial Corp.
WSFS
Jul 27
Action
Hold
From
Overweight
To
Overweight
Tenet Healthcare Corp.
THC
Jul 27
Action
Hold
From
Overweight
To
Overweight
Pool Corporation
POOL
Jul 24
Action
Hold
From
Overweight
To
Overweight
Ovintiv Inc
OVV
Jul 24
Action
Hold
From
Positive
To
Positive
Action
Hold
From
Overweight
To
Overweight
Alphatec Holdings Inc
ATEC
Jul 23
Action
Initialise
From
-
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Triumph Group Inc.
TGI
Jul 23
Action
Hold
From
Outperform
To
Outperform
Action
Downgrade
From
Overweight
To
Sell
Western Alliance Bancorp
WAL
Jul 23
Action
Hold
From
Overweight
To
Overweight
Norwood Financial Corp.
NWFL
Jul 23
Action
Hold
From
Mixed
To
Mixed
RBB Bancorp
RBB
Jul 23
Action
Hold
From
Positive
To
Positive