Wells Fargo Score: 41
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.
+7.5%
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%
2363 W / 2042 L
Target Met
How often was the target reached?
Hits vs. Total.
Hits vs. Total.
85%
2120 W / 380 L
Precision Hit
How often precise (±3%)?
Hits vs. Total.
Hits vs. Total.
20%
489 W / 2011 L
Bullseye Hit
How often perfect (±1%)?
Hits vs. Total.
Hits vs. Total.
8%
197 W / 2303 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.
55%
765 W / 617 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).
55%
2040 W / 1639 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).
44%
323 W / 403 L
Latest Price Targets
| Date | Stock | Signal | Analyst | Target | Start Price | Best Price (1Y) | Current Price |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 |
Mesa Laboratories, Inc.
MLAB
|
SELL | Brandon Couillard |
$110.00
Est. +1%
|
$111.64 | $104.05 (Low) |
$107.94
+3.3%
|
| Aug 14, 2026 |
Alnylam Pharmaceuticals Inc
ALNY
|
BUY | Derek Archila |
$256.00
Est. +13%
|
$227.12 | $230.91 |
$228.61
+0.7%
|
| Aug 14, 2026 |
Fate Therapeutics Inc
FATE
|
BUY | - |
$3.50
Est. +39%
|
$2.52 | $2.70 |
$2.56
+1.6%
|
| Aug 14, 2026 |
Roku Inc - Ordinary Shares - Class A
ROKU
|
BUY | - |
$165.00
Est. +7%
|
$154.08 | $159.69 |
$157.78
+2.4%
|
| Aug 14, 2026 |
Sunrun Inc
RUN
|
BUY | - |
$17.00
Est. +64%
|
$10.35 | $10.63 |
$9.26
-10.5%
|
| Aug 14, 2026 |
Fox Corporation - Ordinary Shares - Class B
FOX
|
BUY | Steven Cahall |
$80.00
Est. +38%
|
$58.10 | $62.93 |
$61.23
+5.4%
|
| Aug 14, 2026 |
Dell Technologies Inc - Ordinary Shares - Class C
DELL
|
BUY | - |
$545.00
Est. +10%
|
$494.46 | $500.76 |
$468.61
-5.2%
|
| Aug 14, 2026 |
JPMorgan Chase & Co.
JPM
|
BUY | - |
$390.00
Est. +7%
|
$363.11 | $365.90 |
$363.25
+0.0%
|
| Aug 13, 2026 |
Murphy Oil Corp.
MUR
|
BUY | Sam Margolin |
$45.00
Est. +28%
|
$35.26 | $35.65 |
$35.18
-0.2%
|
| Aug 13, 2026 |
Cisco Systems, Inc.
CSCO
|
BUY | Aaron Rakers |
$150.00
Est. +21%
|
$123.88 | $115.95 |
$111.61
-9.9%
|
| Aug 13, 2026 |
Ovintiv Inc
OVV
|
BUY | - |
$78.00
Est. +23%
|
$63.20 | $65.43 |
$65.02
+2.9%
|
| Aug 13, 2026 |
Grocery Outlet Holding Corp
GO
|
BUY | - |
$11.00
Est. +8%
|
$10.17 | $11.53 |
$11.06
+8.8%
|
| Aug 13, 2026 |
Bio-Techne Corp
TECH
|
BUY | - |
$73.00
Est. +1%
|
$72.23 | $72.63 |
$72.22
0.0%
|
| Aug 13, 2026 |
Liftoff Mobile, Inc. Common Stock
LFTO
|
BUY | - |
$34.00
Est. +35%
|
$25.26 | $22.40 |
$19.53
-22.7%
|
| Aug 13, 2026 |
Liquidia Corp
LQDA
|
BUY | - |
$108.00
Est. +37%
|
$78.79 | $80.83 |
$74.33
-5.7%
|
| Aug 13, 2026 |
Magnolia Oil & Gas Corp - Ordinary Shares - Class A
MGY
|
BUY | - |
$36.00
Est. +37%
|
$26.36 | $27.35 |
$26.90
+2.0%
|
| Aug 13, 2026 |
Brinker International, Inc.
EAT
|
BUY | Zachary Fadem |
$275.00
Est. +12%
|
$245.89 | $252.53 |
$235.65
-4.2%
|
| Aug 13, 2026 |
Matador Resources Co
MTDR
|
BUY | - |
$79.00
Est. +50%
|
$52.51 | $57.46 |
$57.24
+9.0%
|
| Aug 13, 2026 |
APA Corporation
APA
|
BUY | - |
$49.00
Est. +23%
|
$39.97 | $42.39 |
$42.37
+6.0%
|
| Aug 13, 2026 |
Tapestry Inc
TPR
|
BUY | Ike Boruchow |
$160.00
Est. +25%
|
$128.39 | $135.78 |
$132.26
+3.0%
|
| Aug 13, 2026 |
Devon Energy Corp.
DVN
|
BUY | - |
$65.00
Est. +45%
|
$44.86 | $48.43 |
$47.83
+6.6%
|
| Aug 13, 2026 |
Chord Energy Corp - Ordinary Shares - New
CHRD
|
BUY | Sam Margolin |
$163.00
Est. +18%
|
$137.58 | $142.94 |
$142.88
+3.9%
|
| Aug 13, 2026 |
WaterBridge Infrastructure LLC
WBI
|
SELL | Praneeth Satish |
$28.00
Est. +10%
|
$31.25 | $30.79 (Low) |
$31.78
-1.7%
|
| Aug 13, 2026 |
PTC Therapeutics Inc
PTCT
|
BUY | - |
$109.00
Est. +50%
|
$72.64 | $74.13 |
$72.63
0.0%
|
| Aug 13, 2026 |
EOG Resources, Inc.
EOG
|
BUY | Sam Margolin |
$193.00
Est. +35%
|
$143.14 | $148.97 |
$148.70
+3.9%
|
| Aug 13, 2026 |
Crescent Energy Co. - Ordinary Shares - Class A
CRGY
|
BUY | - |
$24.00
Est. +99%
|
$12.06 | $12.70 |
$12.69
+5.2%
|
| Aug 13, 2026 |
SM Energy Co
SM
|
BUY | - |
$47.00
Est. +45%
|
$32.42 | $35.97 |
$35.49
+9.5%
|
| Aug 12, 2026 |
ServiceNow Inc
NOW
|
BUY | - |
$175.00
Est. +37%
|
$127.54 | $129.75 |
$119.49
-6.3%
|
| Aug 12, 2026 |
Cardinal Health, Inc.
CAH
|
BUY | Stephen Baxter |
$277.00
Est. +15%
|
$240.26 | $239.75 |
$234.98
-2.2%
|
| Aug 12, 2026 |
Crescent Capital BDC Inc
CCAP
|
SELL | Finian O'Shea |
$11.00
Est. +4%
|
$11.44 | $10.74 (Low) |
$10.82
+5.4%
|
| Aug 12, 2026 |
Workday Inc - Ordinary Shares - Class A
WDAY
|
BUY | Michael Turrin |
$215.00
Est. +19%
|
$181.27 | $227.49 |
$190.64
+5.2%
|
| Aug 12, 2026 |
Kontoor Brands Inc
KTB
|
BUY | - |
$110.00
Est. +36%
|
$81.13 | $85.52 |
$82.30
+1.4%
|
| Aug 12, 2026 |
Vonage Holdings Corp
VG
|
BUY | - |
$15.00
Est. +13%
|
$13.22 | $14.43 |
$14.20
+7.4%
|
| Aug 12, 2026 |
Excelerate Energy Inc - Ordinary Shares - Class A
EE
|
BUY | - |
$38.00
Est. +7%
|
$35.36 | $37.63 |
$37.25
+5.3%
|
| Aug 12, 2026 |
Lamar Advertising Co - Ordinary Shares - Class A
LAMR
|
SELL | - |
$151.00
Est. +2%
|
$153.82 | $151.58 (Low) |
$151.72
+1.4%
|
| Aug 11, 2026 |
Monday.Com Ltd
MNDY
|
BUY | - |
$120.00
Est. +35%
|
$88.62 | $94.98 |
$88.04
-0.7%
|
| Aug 11, 2026 |
BridgeBio Pharma Inc
BBIO
|
BUY | Derek Archila |
$102.00
Est. +20%
|
$84.67 | $89.49 |
$82.98
-2.0%
|
| Aug 11, 2026 |
Mckesson Corporation
MCK
|
BUY | Stephan Baxter |
$933.00
Est. +6%
|
$879.87 | $901.99 |
$869.26
-1.2%
|
| Aug 11, 2026 |
Pennant Group Inc
PNTG
|
BUY | - |
$46.00
Est. +16%
|
$39.64 | $40.55 |
$39.40
-0.6%
|
| Aug 11, 2026 |
Concentra Group Holdings Parent Inc.
CON
|
BUY | - |
$40.00
Est. +17%
|
$34.10 | $35.83 |
$35.53
+4.2%
|
| Aug 11, 2026 |
Synopsys, Inc.
SNPS
|
BUY | - |
$450.00
Est. +9%
|
$411.68 | $425.78 |
$404.41
-1.8%
|
| Aug 11, 2026 |
Axsome Therapeutics Inc
AXSM
|
BUY | - |
$256.00
Est. +16%
|
$220.89 | $222.99 |
$215.69
-2.4%
|
| Aug 11, 2026 |
Agilon Health Inc
AGL
|
BUY | Stephen Baxter |
$146.00
Est. +51%
|
$96.78 | $101.46 |
$95.40
-1.4%
|
| Aug 11, 2026 |
Archer Aviation Inc - Ordinary Shares - Class A
ACHR
|
BUY | - |
$18.00
Est. +188%
|
$6.26 | $7.29 |
$6.32
+1.0%
|
| Aug 10, 2026 |
DBX ETF Trust - Xtrackers MSCI All China Equity ETF
CN
|
BUY | - |
$24.00
Est. +1%
|
$23.67 | - |
$23.67
0.0%
|
| Aug 10, 2026 |
Halozyme Therapeutics Inc.
HALO
|
SELL | - |
$95.00
Est. +8%
|
$103.12 | $98.13 (Low) |
$104.89
-1.7%
|
| Aug 10, 2026 |
Pinnacle Financial Partners Inc.
PNFP
|
BUY | Terry McEvoy |
$118.00
Est. +13%
|
$104.68 | $108.40 |
$104.53
-0.1%
|
| Aug 10, 2026 |
BOK Financial Corp.
BOKF
|
BUY | - |
$148.00
Est. +3%
|
$143.80 | $146.83 |
$145.02
+0.8%
|
| Aug 10, 2026 |
Kinetik Holdings Inc - Ordinary Shares - Class A
KNTK
|
BUY | Praneeth Satish |
$54.00
Est. +10%
|
$49.18 | $54.12 |
$52.98
+7.7%
|
| Aug 10, 2026 |
Popular Inc.
BPOP
|
BUY | - |
$200.00
Est. +15%
|
$174.04 | $179.33 |
$175.60
+0.9%
|
Mesa Laboratories, Inc.
MLAB
Aug 14, 2026
Analyst
Brandon Couillard
Signal & Target
SELL
$110.00
Start Price
$111.64
Best Price (1Y)
$104.05
Current Price
$107.94
Return
+3.3%
Alnylam Pharmaceuticals Inc
ALNY
Aug 14, 2026
Analyst
Derek Archila
Signal & Target
BUY
$256.00
Start Price
$227.12
Best Price (1Y)
$230.91
Current Price
$228.61
Return
+0.7%
Fate Therapeutics Inc
FATE
Aug 14, 2026
Analyst
-
Signal & Target
BUY
$3.50
Start Price
$2.52
Best Price (1Y)
$2.70
Current Price
$2.56
Return
+1.6%
Roku Inc - Ordinary Shares - Class A
ROKU
Aug 14, 2026
Analyst
-
Signal & Target
BUY
$165.00
Start Price
$154.08
Best Price (1Y)
$159.69
Current Price
$157.78
Return
+2.4%
Sunrun Inc
RUN
Aug 14, 2026
Analyst
-
Signal & Target
BUY
$17.00
Start Price
$10.35
Best Price (1Y)
$10.63
Current Price
$9.26
Return
-10.5%
Fox Corporation - Ordinary Shares - Class B
FOX
Aug 14, 2026
Analyst
Steven Cahall
Signal & Target
BUY
$80.00
Start Price
$58.10
Best Price (1Y)
$62.93
Current Price
$61.23
Return
+5.4%
Analyst
-
Signal & Target
BUY
$545.00
Start Price
$494.46
Best Price (1Y)
$500.76
Current Price
$468.61
Return
-5.2%
JPMorgan Chase & Co.
JPM
Aug 14, 2026
Analyst
-
Signal & Target
BUY
$390.00
Start Price
$363.11
Best Price (1Y)
$365.90
Current Price
$363.25
Return
+0.0%
Murphy Oil Corp.
MUR
Aug 13, 2026
Analyst
Sam Margolin
Signal & Target
BUY
$45.00
Start Price
$35.26
Best Price (1Y)
$35.65
Current Price
$35.18
Return
-0.2%
Cisco Systems, Inc.
CSCO
Aug 13, 2026
Analyst
Aaron Rakers
Signal & Target
BUY
$150.00
Start Price
$123.88
Best Price (1Y)
$115.95
Current Price
$111.61
Return
-9.9%
Ovintiv Inc
OVV
Aug 13, 2026
Analyst
-
Signal & Target
BUY
$78.00
Start Price
$63.20
Best Price (1Y)
$65.43
Current Price
$65.02
Return
+2.9%
Grocery Outlet Holding Corp
GO
Aug 13, 2026
Analyst
-
Signal & Target
BUY
$11.00
Start Price
$10.17
Best Price (1Y)
$11.53
Current Price
$11.06
Return
+8.8%
Bio-Techne Corp
TECH
Aug 13, 2026
Analyst
-
Signal & Target
BUY
$73.00
Start Price
$72.23
Best Price (1Y)
$72.63
Current Price
$72.22
Return
0.0%
Liftoff Mobile, Inc. Common Stock
LFTO
Aug 13, 2026
Analyst
-
Signal & Target
BUY
$34.00
Start Price
$25.26
Best Price (1Y)
$22.40
Current Price
$19.53
Return
-22.7%
Liquidia Corp
LQDA
Aug 13, 2026
Analyst
-
Signal & Target
BUY
$108.00
Start Price
$78.79
Best Price (1Y)
$80.83
Current Price
$74.33
Return
-5.7%
Analyst
-
Signal & Target
BUY
$36.00
Start Price
$26.36
Best Price (1Y)
$27.35
Current Price
$26.90
Return
+2.0%
Brinker International, Inc.
EAT
Aug 13, 2026
Analyst
Zachary Fadem
Signal & Target
BUY
$275.00
Start Price
$245.89
Best Price (1Y)
$252.53
Current Price
$235.65
Return
-4.2%
Matador Resources Co
MTDR
Aug 13, 2026
Analyst
-
Signal & Target
BUY
$79.00
Start Price
$52.51
Best Price (1Y)
$57.46
Current Price
$57.24
Return
+9.0%
APA Corporation
APA
Aug 13, 2026
Analyst
-
Signal & Target
BUY
$49.00
Start Price
$39.97
Best Price (1Y)
$42.39
Current Price
$42.37
Return
+6.0%
Tapestry Inc
TPR
Aug 13, 2026
Analyst
Ike Boruchow
Signal & Target
BUY
$160.00
Start Price
$128.39
Best Price (1Y)
$135.78
Current Price
$132.26
Return
+3.0%
Devon Energy Corp.
DVN
Aug 13, 2026
Analyst
-
Signal & Target
BUY
$65.00
Start Price
$44.86
Best Price (1Y)
$48.43
Current Price
$47.83
Return
+6.6%
Chord Energy Corp - Ordinary Shares - New
CHRD
Aug 13, 2026
Analyst
Sam Margolin
Signal & Target
BUY
$163.00
Start Price
$137.58
Best Price (1Y)
$142.94
Current Price
$142.88
Return
+3.9%
WaterBridge Infrastructure LLC
WBI
Aug 13, 2026
Analyst
Praneeth Satish
Signal & Target
SELL
$28.00
Start Price
$31.25
Best Price (1Y)
$30.79
Current Price
$31.78
Return
-1.7%
PTC Therapeutics Inc
PTCT
Aug 13, 2026
Analyst
-
Signal & Target
BUY
$109.00
Start Price
$72.64
Best Price (1Y)
$74.13
Current Price
$72.63
Return
0.0%
EOG Resources, Inc.
EOG
Aug 13, 2026
Analyst
Sam Margolin
Signal & Target
BUY
$193.00
Start Price
$143.14
Best Price (1Y)
$148.97
Current Price
$148.70
Return
+3.9%
Crescent Energy Co. - Ordinary Shares - Class A
CRGY
Aug 13, 2026
Analyst
-
Signal & Target
BUY
$24.00
Start Price
$12.06
Best Price (1Y)
$12.70
Current Price
$12.69
Return
+5.2%
SM Energy Co
SM
Aug 13, 2026
Analyst
-
Signal & Target
BUY
$47.00
Start Price
$32.42
Best Price (1Y)
$35.97
Current Price
$35.49
Return
+9.5%
ServiceNow Inc
NOW
Aug 12, 2026
Analyst
-
Signal & Target
BUY
$175.00
Start Price
$127.54
Best Price (1Y)
$129.75
Current Price
$119.49
Return
-6.3%
Cardinal Health, Inc.
CAH
Aug 12, 2026
Analyst
Stephen Baxter
Signal & Target
BUY
$277.00
Start Price
$240.26
Best Price (1Y)
$239.75
Current Price
$234.98
Return
-2.2%
Crescent Capital BDC Inc
CCAP
Aug 12, 2026
Analyst
Finian O'Shea
Signal & Target
SELL
$11.00
Start Price
$11.44
Best Price (1Y)
$10.74
Current Price
$10.82
Return
+5.4%
Workday Inc - Ordinary Shares - Class A
WDAY
Aug 12, 2026
Analyst
Michael Turrin
Signal & Target
BUY
$215.00
Start Price
$181.27
Best Price (1Y)
$227.49
Current Price
$190.64
Return
+5.2%
Kontoor Brands Inc
KTB
Aug 12, 2026
Analyst
-
Signal & Target
BUY
$110.00
Start Price
$81.13
Best Price (1Y)
$85.52
Current Price
$82.30
Return
+1.4%
Vonage Holdings Corp
VG
Aug 12, 2026
Analyst
-
Signal & Target
BUY
$15.00
Start Price
$13.22
Best Price (1Y)
$14.43
Current Price
$14.20
Return
+7.4%
Excelerate Energy Inc - Ordinary Shares - Class A
EE
Aug 12, 2026
Analyst
-
Signal & Target
BUY
$38.00
Start Price
$35.36
Best Price (1Y)
$37.63
Current Price
$37.25
Return
+5.3%
Analyst
-
Signal & Target
SELL
$151.00
Start Price
$153.82
Best Price (1Y)
$151.58
Current Price
$151.72
Return
+1.4%
Monday.Com Ltd
MNDY
Aug 11, 2026
Analyst
-
Signal & Target
BUY
$120.00
Start Price
$88.62
Best Price (1Y)
$94.98
Current Price
$88.04
Return
-0.7%
BridgeBio Pharma Inc
BBIO
Aug 11, 2026
Analyst
Derek Archila
Signal & Target
BUY
$102.00
Start Price
$84.67
Best Price (1Y)
$89.49
Current Price
$82.98
Return
-2.0%
Mckesson Corporation
MCK
Aug 11, 2026
Analyst
Stephan Baxter
Signal & Target
BUY
$933.00
Start Price
$879.87
Best Price (1Y)
$901.99
Current Price
$869.26
Return
-1.2%
Pennant Group Inc
PNTG
Aug 11, 2026
Analyst
-
Signal & Target
BUY
$46.00
Start Price
$39.64
Best Price (1Y)
$40.55
Current Price
$39.40
Return
-0.6%
Concentra Group Holdings Parent Inc.
CON
Aug 11, 2026
Analyst
-
Signal & Target
BUY
$40.00
Start Price
$34.10
Best Price (1Y)
$35.83
Current Price
$35.53
Return
+4.2%
Synopsys, Inc.
SNPS
Aug 11, 2026
Analyst
-
Signal & Target
BUY
$450.00
Start Price
$411.68
Best Price (1Y)
$425.78
Current Price
$404.41
Return
-1.8%
Axsome Therapeutics Inc
AXSM
Aug 11, 2026
Analyst
-
Signal & Target
BUY
$256.00
Start Price
$220.89
Best Price (1Y)
$222.99
Current Price
$215.69
Return
-2.4%
Agilon Health Inc
AGL
Aug 11, 2026
Analyst
Stephen Baxter
Signal & Target
BUY
$146.00
Start Price
$96.78
Best Price (1Y)
$101.46
Current Price
$95.40
Return
-1.4%
Archer Aviation Inc - Ordinary Shares - Class A
ACHR
Aug 11, 2026
Analyst
-
Signal & Target
BUY
$18.00
Start Price
$6.26
Best Price (1Y)
$7.29
Current Price
$6.32
Return
+1.0%
Analyst
-
Signal & Target
BUY
$24.00
Start Price
$23.67
Best Price (1Y)
-
Current Price
$23.67
Return
0.0%
Halozyme Therapeutics Inc.
HALO
Aug 10, 2026
Analyst
-
Signal & Target
SELL
$95.00
Start Price
$103.12
Best Price (1Y)
$98.13
Current Price
$104.89
Return
-1.7%
Pinnacle Financial Partners Inc.
PNFP
Aug 10, 2026
Analyst
Terry McEvoy
Signal & Target
BUY
$118.00
Start Price
$104.68
Best Price (1Y)
$108.40
Current Price
$104.53
Return
-0.1%
BOK Financial Corp.
BOKF
Aug 10, 2026
Analyst
-
Signal & Target
BUY
$148.00
Start Price
$143.80
Best Price (1Y)
$146.83
Current Price
$145.02
Return
+0.8%
Analyst
Praneeth Satish
Signal & Target
BUY
$54.00
Start Price
$49.18
Best Price (1Y)
$54.12
Current Price
$52.98
Return
+7.7%
Popular Inc.
BPOP
Aug 10, 2026
Analyst
-
Signal & Target
BUY
$200.00
Start Price
$174.04
Best Price (1Y)
$179.33
Current Price
$175.60
Return
+0.9%
Recent Upgrades / Downgrades
| Date | Stock | Action | From | To |
|---|---|---|---|---|
| Aug 17, 2026 |
Palo Alto Networks Inc
PANW
|
Hold | Overweight | Overweight |
| Aug 17, 2026 |
Abbvie Inc
ABBV
|
Hold | Overweight | Overweight |
| Aug 17, 2026 |
Okta Inc - Ordinary Shares - Class A
OKTA
|
Upgrade | Underperform | Overweight |
| Aug 17, 2026 |
Ollies Bargain Outlet Holdings Inc
OLLI
|
Hold | Overweight | Overweight |
| Aug 17, 2026 |
Zscaler Inc
ZS
|
Hold | Overweight | Overweight |
| Aug 17, 2026 |
SailPoint Technologies Holdings Inc
SAIL
|
Hold | Overweight | Overweight |
| Aug 17, 2026 |
Crowdstrike Holdings Inc - Ordinary Shares - Class A
CRWD
|
Hold | Overweight | Overweight |
| Aug 17, 2026 |
Huntington Bancshares, Inc.
HBAN
|
Initialise | Overweight | |
| Aug 17, 2026 |
Herc Holdings Inc
HRI
|
Hold | Overweight | Overweight |
| Aug 17, 2026 |
Dollar Tree Inc
DLTR
|
Hold | Overweight | Overweight |
| Aug 17, 2026 |
Netskope, Inc. Class A Common Stock
NTSK
|
Hold | Overweight | Overweight |
| Aug 14, 2026 |
Warner Bros. Discovery Inc - Ordinary Shares - Class A
WBD
|
Upgrade | Equal-Weight | Overweight |
| Aug 14, 2026 |
Fox Corporation - Ordinary Shares - Class B
FOX
|
Upgrade | Underweight | Overweight |
| Aug 14, 2026 |
Fox Corporation - Ordinary Shares - Class A
FOXA
|
Upgrade | Neutral | Overweight |
| Aug 14, 2026 |
Micron Technology Inc.
MU
|
Downgrade | Overweight | Underweight |
| Aug 14, 2026 |
JPMorgan Chase & Co.
JPM
|
Hold | Overweight | Overweight |
| Aug 14, 2026 |
Micron Technology Inc.
MU
|
Upgrade | Overweight | Overweight |
| Aug 14, 2026 |
Dell Technologies Inc - Ordinary Shares - Class C
DELL
|
Hold | Overweight | Overweight |
| Aug 13, 2026 |
Magnolia Oil & Gas Corp - Ordinary Shares - Class A
MGY
|
Hold | Positive | Positive |
| Aug 13, 2026 |
Cisco Systems, Inc.
CSCO
|
Hold | Overweight | Overweight |
| Aug 13, 2026 |
APA Corporation
APA
|
Hold | Positive | Positive |
| Aug 13, 2026 |
EOG Resources, Inc.
EOG
|
Hold | Overweight | Overweight |
| Aug 13, 2026 |
Murphy Oil Corp.
MUR
|
Hold | Positive | Positive |
| Aug 13, 2026 |
Tapestry Inc
TPR
|
Hold | Overweight | Overweight |
| Aug 13, 2026 |
Brinker International, Inc.
EAT
|
Hold | Overweight | Overweight |
| Aug 13, 2026 |
SM Energy Co
SM
|
Upgrade | Equal-Weight | Overweight |
| Aug 13, 2026 |
Liquidia Corp
LQDA
|
Hold | Overweight | Overweight |
| Aug 13, 2026 |
Matador Resources Co
MTDR
|
Hold | Positive | Positive |
| Aug 13, 2026 |
Crescent Energy Co. - Ordinary Shares - Class A
CRGY
|
Hold | Overweight | Overweight |
| Aug 13, 2026 |
Chord Energy Corp - Ordinary Shares - New
CHRD
|
Hold | Overweight | Overweight |
| Aug 13, 2026 |
Permian Resources Corp - Ordinary Shares - Class A
PR
|
Hold | Overweight | Overweight |
| Aug 13, 2026 |
WaterBridge Infrastructure LLC
WBI
|
Hold | Neutral | Neutral |
| Aug 13, 2026 |
Liftoff Mobile, Inc. Common Stock
LFTO
|
Hold | Overweight | Overweight |
| Aug 12, 2026 |
Cardinal Health, Inc.
CAH
|
Hold | Overweight | Overweight |
| Aug 12, 2026 |
Oscar Health Inc - Ordinary Shares - Class A
OSCR
|
Hold | Mixed | Mixed |
| Aug 12, 2026 |
Sap SE - ADR
SAP
|
Hold | Overweight | Overweight |
| Aug 12, 2026 |
ServiceNow Inc
NOW
|
Hold | Overweight | Overweight |
| Aug 12, 2026 |
Workday Inc - Ordinary Shares - Class A
WDAY
|
Hold | Overweight | Overweight |
| Aug 12, 2026 |
Kontoor Brands Inc
KTB
|
Hold | Overweight | Overweight |
| Aug 11, 2026 |
BridgeBio Pharma Inc
BBIO
|
Hold | Overweight | Overweight |
| Aug 11, 2026 |
Axsome Therapeutics Inc
AXSM
|
Hold | Overweight | Overweight |
| Aug 11, 2026 |
NVIDIA Corp
NVDA
|
Hold | Overweight | Overweight |
| Aug 11, 2026 |
Pennant Group Inc
PNTG
|
Hold | Overweight | Overweight |
| Aug 11, 2026 |
Concentra Group Holdings Parent Inc.
CON
|
Hold | Overweight | Overweight |
| Aug 11, 2026 |
Agilon Health Inc
AGL
|
Hold | Overweight | Overweight |
| Aug 11, 2026 |
Metagenomi Inc.
MGX
|
Hold | Overweight | Overweight |
| Aug 10, 2026 |
Caci International Inc. - Registered Shares - Class A
CACI
|
Hold | Overweight | Overweight |
| Aug 10, 2026 |
Aluminum Corporation Of China Limited. - ADR
ACH
|
Downgrade | Underweight | |
| Aug 10, 2026 |
Doximity Inc - Ordinary Shares - Class A
DOCS
|
Downgrade | Overweight | Underweight |
| Aug 10, 2026 |
Popular Inc.
BPOP
|
Hold | Overweight | Overweight |
Palo Alto Networks Inc
PANW
Aug 17
Action
Hold
From
Overweight
To
Overweight
Abbvie Inc
ABBV
Aug 17
Action
Hold
From
Overweight
To
Overweight
Action
Upgrade
From
Underperform
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Zscaler Inc
ZS
Aug 17
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Initialise
From
-
To
Overweight
Herc Holdings Inc
HRI
Aug 17
Action
Hold
From
Overweight
To
Overweight
Dollar Tree Inc
DLTR
Aug 17
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Upgrade
From
Equal-Weight
To
Overweight
Action
Upgrade
From
Underweight
To
Overweight
Action
Upgrade
From
Neutral
To
Overweight
Micron Technology Inc.
MU
Aug 14
Action
Downgrade
From
Overweight
To
Underweight
JPMorgan Chase & Co.
JPM
Aug 14
Action
Hold
From
Overweight
To
Overweight
Micron Technology Inc.
MU
Aug 14
Action
Upgrade
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Positive
To
Positive
Cisco Systems, Inc.
CSCO
Aug 13
Action
Hold
From
Overweight
To
Overweight
APA Corporation
APA
Aug 13
Action
Hold
From
Positive
To
Positive
EOG Resources, Inc.
EOG
Aug 13
Action
Hold
From
Overweight
To
Overweight
Murphy Oil Corp.
MUR
Aug 13
Action
Hold
From
Positive
To
Positive
Tapestry Inc
TPR
Aug 13
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
SM Energy Co
SM
Aug 13
Action
Upgrade
From
Equal-Weight
To
Overweight
Liquidia Corp
LQDA
Aug 13
Action
Hold
From
Overweight
To
Overweight
Matador Resources Co
MTDR
Aug 13
Action
Hold
From
Positive
To
Positive
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Neutral
To
Neutral
Action
Hold
From
Overweight
To
Overweight
Cardinal Health, Inc.
CAH
Aug 12
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Mixed
To
Mixed
Sap SE - ADR
SAP
Aug 12
Action
Hold
From
Overweight
To
Overweight
ServiceNow Inc
NOW
Aug 12
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Kontoor Brands Inc
KTB
Aug 12
Action
Hold
From
Overweight
To
Overweight
BridgeBio Pharma Inc
BBIO
Aug 11
Action
Hold
From
Overweight
To
Overweight
Axsome Therapeutics Inc
AXSM
Aug 11
Action
Hold
From
Overweight
To
Overweight
NVIDIA Corp
NVDA
Aug 11
Action
Hold
From
Overweight
To
Overweight
Pennant Group Inc
PNTG
Aug 11
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Agilon Health Inc
AGL
Aug 11
Action
Hold
From
Overweight
To
Overweight
Metagenomi Inc.
MGX
Aug 11
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Overweight
To
Overweight
Action
Downgrade
From
-
To
Underweight
Action
Downgrade
From
Overweight
To
Underweight
Popular Inc.
BPOP
Aug 10
Action
Hold
From
Overweight
To
Overweight