Wolfe Research Score: 38
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.
+8.8%
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 📉
53%
422 W / 370 L
Target Met
How often was the target reached?
Hits vs. Total.
Hits vs. Total.
77%
306 W / 90 L
Precision Hit
How often precise (±3%)?
Hits vs. Total.
Hits vs. Total.
15%
59 W / 337 L
Bullseye Hit
How often perfect (±1%)?
Hits vs. Total.
Hits vs. Total.
5%
21 W / 375 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%
220 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).
53%
378 W / 336 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).
56%
44 W / 34 L
Latest Price Targets
| Date | Stock | Signal | Analyst | Target | Start Price | Best Price (1Y) | Current Price |
|---|---|---|---|---|---|---|---|
| Jul 21, 2026 |
Charles Schwab Corp.
SCHW
|
BUY | Steven Chubak |
$127.00
Est. +27%
|
$99.96 | $101.34 |
$100.80
+0.8%
|
| Jul 21, 2026 |
Floor & Decor Holdings Inc - Ordinary Shares - Class A
FND
|
SELL | Spencer Hanus |
$41.00
Est. +24%
|
$53.86 | $53.13 (Low) |
$54.20
-0.6%
|
| Jul 20, 2026 |
Moderna Inc
MRNA
|
SELL | Alexandria Hammond |
$25.00
Est. +60%
|
$61.82 | $57.74 (Low) |
$58.07
+6.1%
|
| Jul 16, 2026 |
Tractor Supply Co.
TSCO
|
BUY | - |
$34.00
Est. +13%
|
$30.17 | $31.91 |
$29.36
-2.7%
|
| Jul 15, 2026 |
O`Reilly Automotive, Inc.
ORLY
|
BUY | - |
$98.00
Est. +14%
|
$85.75 | $89.03 |
$86.53
+0.9%
|
| Jul 15, 2026 |
Intellia Therapeutics Inc
NTLA
|
SELL | Andy Chen |
$9.00
Est. +31%
|
$13.04 | $11.08 (Low) |
$11.13
+14.6%
|
| Jul 09, 2026 |
Veralto Corp
VLTO
|
BUY | - |
$109.00
Est. +18%
|
$92.12 | $94.29 |
$91.15
-1.1%
|
| Jul 09, 2026 |
Fastenal Co.
FAST
|
BUY | - |
$47.00
Est. +2%
|
$46.13 | $49.01 |
$45.33
-1.7%
|
| Jul 09, 2026 |
Coinbase Global Inc - Ordinary Shares - Class A
COIN
|
BUY | - |
$325.00
Est. +104%
|
$159.36 | $174.96 |
$166.12
+4.2%
|
| Jul 09, 2026 |
Dover Corp.
DOV
|
BUY | Nigel Coe |
$262.00
Est. +23%
|
$213.55 | $218.68 |
$214.53
+0.5%
|
| Jul 09, 2026 |
Illinois Tool Works, Inc.
ITW
|
BUY | Nigel Coe |
$286.00
Est. +7%
|
$266.56 | $285.07 |
$273.93
+2.8%
|
| Jul 09, 2026 |
Gates Industrial Corporation plc
GTES
|
BUY | - |
$33.00
Est. +25%
|
$26.34 | $27.65 |
$27.41
+4.1%
|
| Jul 09, 2026 |
nVent Electric plc
NVT
|
BUY | - |
$191.00
Est. +19%
|
$160.59 | $165.99 |
$158.47
-1.3%
|
| Jul 09, 2026 |
Regal Rexnord Corp
RRX
|
BUY | - |
$250.00
Est. +17%
|
$214.08 | $218.93 |
$214.79
+0.3%
|
| Jul 09, 2026 |
ITT Inc
ITT
|
BUY | - |
$229.00
Est. +24%
|
$185.33 | $198.84 |
$193.00
+4.1%
|
| Jul 09, 2026 |
SPX Technologies Inc
SPXC
|
BUY | - |
$266.00
Est. +21%
|
$219.54 | $222.83 |
$219.05
-0.2%
|
| Jul 09, 2026 |
Vontier Corporation
VNT
|
BUY | Nigel Coe |
$43.00
Est. +49%
|
$28.82 | $31.00 |
$30.19
+4.8%
|
| Jul 09, 2026 |
Honeywell International Inc
HON
|
BUY | - |
$265.00
Est. +20%
|
$220.60 | $238.11 |
$232.99
+5.6%
|
| Jul 09, 2026 |
Forgent Power Solutions, Inc.
FPS
|
BUY | Nigel Coe |
$60.00
Est. +30%
|
$46.28 | $47.50 |
$38.87
-16.0%
|
| Jul 09, 2026 |
Emerson Electric Co.
EMR
|
BUY | - |
$167.00
Est. +20%
|
$138.90 | $142.37 |
$139.57
+0.5%
|
| Jul 09, 2026 |
Wesco International, Inc.
WCC
|
BUY | - |
$375.00
Est. +15%
|
$327.18 | $344.03 |
$330.55
+1.0%
|
| Jul 09, 2026 |
Zebra Technologies Corp. - Ordinary Shares - Class A
ZBRA
|
BUY | - |
$317.00
Est. +17%
|
$271.00 | $276.98 |
$262.75
-3.0%
|
| Jul 09, 2026 |
Carrier Global Corp
CARR
|
BUY | - |
$80.00
Est. +17%
|
$68.15 | $70.86 |
$68.10
-0.1%
|
| Jul 08, 2026 |
Federal Realty Investment Trust.
FRT
|
BUY | - |
$143.00
Est. +18%
|
$121.68 | $126.86 |
$125.05
+2.8%
|
| Jul 08, 2026 |
Baker Hughes Co - Ordinary Shares - Class A
BKR
|
BUY | - |
$70.00
Est. +24%
|
$56.43 | $59.10 |
$56.60
+0.3%
|
| Jul 08, 2026 |
Sarepta Therapeutics Inc
SRPT
|
BUY | - |
$27.00
Est. +34%
|
$20.21 | $20.88 |
$15.82
-21.7%
|
| Jul 08, 2026 |
American Tower Corp.
AMT
|
BUY | Andrew Rosivach |
$188.00
Est. +14%
|
$165.04 | $172.68 |
$166.06
+0.6%
|
| Jul 08, 2026 |
Schlumberger Ltd.
SLB
|
BUY | Carlos Escalante |
$62.00
Est. +32%
|
$47.10 | $48.73 |
$47.67
+1.2%
|
| Jul 07, 2026 |
LB Pharmaceuticals Inc Common Stock
LBRX
|
BUY | Rudy Li |
$45.00
Est. +35%
|
$33.41 | $36.60 |
$35.84
+7.3%
|
| Jul 07, 2026 |
RenaissanceRe Holdings Ltd
RNR
|
SELL | - |
$315.00
Est. +3%
|
$324.88 | $305.28 (Low) |
$319.69
+1.6%
|
| Jul 06, 2026 |
Unum Group
UNM
|
BUY | - |
$100.00
Est. +16%
|
$86.58 | $91.99 |
$87.79
+1.4%
|
| Jul 06, 2026 |
Microsoft Corporation
MSFT
|
BUY | Alex Zukin |
$525.00
Est. +36%
|
$385.69 | $405.99 |
$390.34
+1.2%
|
| Jul 02, 2026 |
Chevron Corp.
CVX
|
BUY | Doug Leggate |
$210.00
Est. +27%
|
$165.70 | $193.70 |
$192.98
+16.5%
|
| Jul 01, 2026 |
Factset Research Systems Inc.
FDS
|
SELL | - |
$240.00
Est. +2%
|
$245.55 | $221.25 (Low) |
$245.21
+0.1%
|
| Jun 30, 2026 |
Fox Corporation - Ordinary Shares - Class A
FOXA
|
BUY | - |
$71.00
Est. +36%
|
$52.16 | $57.83 |
$56.45
+8.2%
|
| Jun 30, 2026 |
Cava Group Inc
CAVA
|
BUY | - |
$95.00
Est. +21%
|
$78.48 | $82.86 |
$62.35
-20.6%
|
| Jun 30, 2026 |
Walt Disney Co (The)
DIS
|
BUY | - |
$131.00
Est. +33%
|
$98.63 | $99.84 |
$95.87
-2.8%
|
| Jun 29, 2026 |
Jack Henry & Associates, Inc.
JKHY
|
BUY | - |
$165.00
Est. +22%
|
$135.00 | $155.77 |
$146.16
+8.3%
|
| Jun 25, 2026 |
Micron Technology Inc.
MU
|
BUY | - |
$1,500.00
Est. +43%
|
$1,048.51 | $1,255.00 |
$959.48
-8.5%
|
| Jun 23, 2026 |
Target Corp
TGT
|
BUY | Spencer Hanus |
$162.00
Est. +25%
|
$129.77 | $144.40 |
$137.91
+6.3%
|
| Jun 22, 2026 |
Devon Energy Corp.
DVN
|
BUY | Doug Leggate |
$67.00
Est. +56%
|
$43.07 | $45.25 |
$44.88
+4.2%
|
| Jun 22, 2026 |
Kimco Realty Corporation
KIM
|
BUY | - |
$28.00
Est. +15%
|
$24.38 | $26.45 |
$26.13
+7.2%
|
| Jun 16, 2026 |
Cigna Group (The)
CI
|
BUY | Justin Lake |
$315.00
Est. +7%
|
$293.83 | $305.44 |
$284.85
-3.1%
|
| Jun 16, 2026 |
Accenture plc - Ordinary Shares - Class A
ACN
|
BUY | Darrin Peller |
$200.00
Est. +21%
|
$165.36 | $147.42 |
$140.09
-15.3%
|
| Jun 15, 2026 |
Primoris Services Corp
PRIM
|
BUY | Steve Fleishman |
$149.00
Est. +51%
|
$98.65 | $109.03 |
$89.52
-9.3%
|
| Jun 15, 2026 |
Advanced Micro Devices Inc.
AMD
|
SELL | Chris Caso |
$450.00
Est. +12%
|
$511.57 | $460.21 (Low) |
$552.33
-8.0%
|
| Jun 15, 2026 |
BlackRock ETF Trust II - BlackRock Short-Term California Muni Bond ETF
CALY
|
BUY | - |
$19.00
Est. +9%
|
$17.38 | $20.28 |
$18.36
+5.6%
|
| Jun 11, 2026 |
Oracle Corp.
ORCL
|
BUY | Alex Zukin |
$225.00
Est. +12%
|
$201.26 | $195.32 |
$125.86
-37.5%
|
| Jun 11, 2026 |
Datadog Inc - Ordinary Shares - Class A
DDOG
|
BUY | Alex Zukin |
$295.00
Est. +30%
|
$227.63 | $276.70 |
$245.77
+8.0%
|
| Jun 11, 2026 |
Casey`s General Stores, Inc.
CASY
|
BUY | Greg Badishkanian |
$1,069.00
Est. +17%
|
$915.60 | $927.85 |
$856.74
-6.4%
|
Charles Schwab Corp.
SCHW
Jul 21, 2026
Analyst
Steven Chubak
Signal & Target
BUY
$127.00
Start Price
$99.96
Best Price (1Y)
$101.34
Current Price
$100.80
Return
+0.8%
Analyst
Spencer Hanus
Signal & Target
SELL
$41.00
Start Price
$53.86
Best Price (1Y)
$53.13
Current Price
$54.20
Return
-0.6%
Moderna Inc
MRNA
Jul 20, 2026
Analyst
Alexandria Hammond
Signal & Target
SELL
$25.00
Start Price
$61.82
Best Price (1Y)
$57.74
Current Price
$58.07
Return
+6.1%
Tractor Supply Co.
TSCO
Jul 16, 2026
Analyst
-
Signal & Target
BUY
$34.00
Start Price
$30.17
Best Price (1Y)
$31.91
Current Price
$29.36
Return
-2.7%
O`Reilly Automotive, Inc.
ORLY
Jul 15, 2026
Analyst
-
Signal & Target
BUY
$98.00
Start Price
$85.75
Best Price (1Y)
$89.03
Current Price
$86.53
Return
+0.9%
Intellia Therapeutics Inc
NTLA
Jul 15, 2026
Analyst
Andy Chen
Signal & Target
SELL
$9.00
Start Price
$13.04
Best Price (1Y)
$11.08
Current Price
$11.13
Return
+14.6%
Veralto Corp
VLTO
Jul 09, 2026
Analyst
-
Signal & Target
BUY
$109.00
Start Price
$92.12
Best Price (1Y)
$94.29
Current Price
$91.15
Return
-1.1%
Fastenal Co.
FAST
Jul 09, 2026
Analyst
-
Signal & Target
BUY
$47.00
Start Price
$46.13
Best Price (1Y)
$49.01
Current Price
$45.33
Return
-1.7%
Coinbase Global Inc - Ordinary Shares - Class A
COIN
Jul 09, 2026
Analyst
-
Signal & Target
BUY
$325.00
Start Price
$159.36
Best Price (1Y)
$174.96
Current Price
$166.12
Return
+4.2%
Dover Corp.
DOV
Jul 09, 2026
Analyst
Nigel Coe
Signal & Target
BUY
$262.00
Start Price
$213.55
Best Price (1Y)
$218.68
Current Price
$214.53
Return
+0.5%
Illinois Tool Works, Inc.
ITW
Jul 09, 2026
Analyst
Nigel Coe
Signal & Target
BUY
$286.00
Start Price
$266.56
Best Price (1Y)
$285.07
Current Price
$273.93
Return
+2.8%
Gates Industrial Corporation plc
GTES
Jul 09, 2026
Analyst
-
Signal & Target
BUY
$33.00
Start Price
$26.34
Best Price (1Y)
$27.65
Current Price
$27.41
Return
+4.1%
nVent Electric plc
NVT
Jul 09, 2026
Analyst
-
Signal & Target
BUY
$191.00
Start Price
$160.59
Best Price (1Y)
$165.99
Current Price
$158.47
Return
-1.3%
Regal Rexnord Corp
RRX
Jul 09, 2026
Analyst
-
Signal & Target
BUY
$250.00
Start Price
$214.08
Best Price (1Y)
$218.93
Current Price
$214.79
Return
+0.3%
ITT Inc
ITT
Jul 09, 2026
Analyst
-
Signal & Target
BUY
$229.00
Start Price
$185.33
Best Price (1Y)
$198.84
Current Price
$193.00
Return
+4.1%
SPX Technologies Inc
SPXC
Jul 09, 2026
Analyst
-
Signal & Target
BUY
$266.00
Start Price
$219.54
Best Price (1Y)
$222.83
Current Price
$219.05
Return
-0.2%
Vontier Corporation
VNT
Jul 09, 2026
Analyst
Nigel Coe
Signal & Target
BUY
$43.00
Start Price
$28.82
Best Price (1Y)
$31.00
Current Price
$30.19
Return
+4.8%
Honeywell International Inc
HON
Jul 09, 2026
Analyst
-
Signal & Target
BUY
$265.00
Start Price
$220.60
Best Price (1Y)
$238.11
Current Price
$232.99
Return
+5.6%
Forgent Power Solutions, Inc.
FPS
Jul 09, 2026
Analyst
Nigel Coe
Signal & Target
BUY
$60.00
Start Price
$46.28
Best Price (1Y)
$47.50
Current Price
$38.87
Return
-16.0%
Emerson Electric Co.
EMR
Jul 09, 2026
Analyst
-
Signal & Target
BUY
$167.00
Start Price
$138.90
Best Price (1Y)
$142.37
Current Price
$139.57
Return
+0.5%
Wesco International, Inc.
WCC
Jul 09, 2026
Analyst
-
Signal & Target
BUY
$375.00
Start Price
$327.18
Best Price (1Y)
$344.03
Current Price
$330.55
Return
+1.0%
Analyst
-
Signal & Target
BUY
$317.00
Start Price
$271.00
Best Price (1Y)
$276.98
Current Price
$262.75
Return
-3.0%
Carrier Global Corp
CARR
Jul 09, 2026
Analyst
-
Signal & Target
BUY
$80.00
Start Price
$68.15
Best Price (1Y)
$70.86
Current Price
$68.10
Return
-0.1%
Federal Realty Investment Trust.
FRT
Jul 08, 2026
Analyst
-
Signal & Target
BUY
$143.00
Start Price
$121.68
Best Price (1Y)
$126.86
Current Price
$125.05
Return
+2.8%
Baker Hughes Co - Ordinary Shares - Class A
BKR
Jul 08, 2026
Analyst
-
Signal & Target
BUY
$70.00
Start Price
$56.43
Best Price (1Y)
$59.10
Current Price
$56.60
Return
+0.3%
Sarepta Therapeutics Inc
SRPT
Jul 08, 2026
Analyst
-
Signal & Target
BUY
$27.00
Start Price
$20.21
Best Price (1Y)
$20.88
Current Price
$15.82
Return
-21.7%
American Tower Corp.
AMT
Jul 08, 2026
Analyst
Andrew Rosivach
Signal & Target
BUY
$188.00
Start Price
$165.04
Best Price (1Y)
$172.68
Current Price
$166.06
Return
+0.6%
Schlumberger Ltd.
SLB
Jul 08, 2026
Analyst
Carlos Escalante
Signal & Target
BUY
$62.00
Start Price
$47.10
Best Price (1Y)
$48.73
Current Price
$47.67
Return
+1.2%
LB Pharmaceuticals Inc Common Stock
LBRX
Jul 07, 2026
Analyst
Rudy Li
Signal & Target
BUY
$45.00
Start Price
$33.41
Best Price (1Y)
$36.60
Current Price
$35.84
Return
+7.3%
RenaissanceRe Holdings Ltd
RNR
Jul 07, 2026
Analyst
-
Signal & Target
SELL
$315.00
Start Price
$324.88
Best Price (1Y)
$305.28
Current Price
$319.69
Return
+1.6%
Unum Group
UNM
Jul 06, 2026
Analyst
-
Signal & Target
BUY
$100.00
Start Price
$86.58
Best Price (1Y)
$91.99
Current Price
$87.79
Return
+1.4%
Microsoft Corporation
MSFT
Jul 06, 2026
Analyst
Alex Zukin
Signal & Target
BUY
$525.00
Start Price
$385.69
Best Price (1Y)
$405.99
Current Price
$390.34
Return
+1.2%
Chevron Corp.
CVX
Jul 02, 2026
Analyst
Doug Leggate
Signal & Target
BUY
$210.00
Start Price
$165.70
Best Price (1Y)
$193.70
Current Price
$192.98
Return
+16.5%
Factset Research Systems Inc.
FDS
Jul 01, 2026
Analyst
-
Signal & Target
SELL
$240.00
Start Price
$245.55
Best Price (1Y)
$221.25
Current Price
$245.21
Return
+0.1%
Fox Corporation - Ordinary Shares - Class A
FOXA
Jun 30, 2026
Analyst
-
Signal & Target
BUY
$71.00
Start Price
$52.16
Best Price (1Y)
$57.83
Current Price
$56.45
Return
+8.2%
Cava Group Inc
CAVA
Jun 30, 2026
Analyst
-
Signal & Target
BUY
$95.00
Start Price
$78.48
Best Price (1Y)
$82.86
Current Price
$62.35
Return
-20.6%
Walt Disney Co (The)
DIS
Jun 30, 2026
Analyst
-
Signal & Target
BUY
$131.00
Start Price
$98.63
Best Price (1Y)
$99.84
Current Price
$95.87
Return
-2.8%
Jack Henry & Associates, Inc.
JKHY
Jun 29, 2026
Analyst
-
Signal & Target
BUY
$165.00
Start Price
$135.00
Best Price (1Y)
$155.77
Current Price
$146.16
Return
+8.3%
Micron Technology Inc.
MU
Jun 25, 2026
Analyst
-
Signal & Target
BUY
$1,500.00
Start Price
$1,048.51
Best Price (1Y)
$1,255.00
Current Price
$959.48
Return
-8.5%
Target Corp
TGT
Jun 23, 2026
Analyst
Spencer Hanus
Signal & Target
BUY
$162.00
Start Price
$129.77
Best Price (1Y)
$144.40
Current Price
$137.91
Return
+6.3%
Devon Energy Corp.
DVN
Jun 22, 2026
Analyst
Doug Leggate
Signal & Target
BUY
$67.00
Start Price
$43.07
Best Price (1Y)
$45.25
Current Price
$44.88
Return
+4.2%
Kimco Realty Corporation
KIM
Jun 22, 2026
Analyst
-
Signal & Target
BUY
$28.00
Start Price
$24.38
Best Price (1Y)
$26.45
Current Price
$26.13
Return
+7.2%
Cigna Group (The)
CI
Jun 16, 2026
Analyst
Justin Lake
Signal & Target
BUY
$315.00
Start Price
$293.83
Best Price (1Y)
$305.44
Current Price
$284.85
Return
-3.1%
Accenture plc - Ordinary Shares - Class A
ACN
Jun 16, 2026
Analyst
Darrin Peller
Signal & Target
BUY
$200.00
Start Price
$165.36
Best Price (1Y)
$147.42
Current Price
$140.09
Return
-15.3%
Primoris Services Corp
PRIM
Jun 15, 2026
Analyst
Steve Fleishman
Signal & Target
BUY
$149.00
Start Price
$98.65
Best Price (1Y)
$109.03
Current Price
$89.52
Return
-9.3%
Advanced Micro Devices Inc.
AMD
Jun 15, 2026
Analyst
Chris Caso
Signal & Target
SELL
$450.00
Start Price
$511.57
Best Price (1Y)
$460.21
Current Price
$552.33
Return
-8.0%
Analyst
-
Signal & Target
BUY
$19.00
Start Price
$17.38
Best Price (1Y)
$20.28
Current Price
$18.36
Return
+5.6%
Oracle Corp.
ORCL
Jun 11, 2026
Analyst
Alex Zukin
Signal & Target
BUY
$225.00
Start Price
$201.26
Best Price (1Y)
$195.32
Current Price
$125.86
Return
-37.5%
Datadog Inc - Ordinary Shares - Class A
DDOG
Jun 11, 2026
Analyst
Alex Zukin
Signal & Target
BUY
$295.00
Start Price
$227.63
Best Price (1Y)
$276.70
Current Price
$245.77
Return
+8.0%
Casey`s General Stores, Inc.
CASY
Jun 11, 2026
Analyst
Greg Badishkanian
Signal & Target
BUY
$1,069.00
Start Price
$915.60
Best Price (1Y)
$927.85
Current Price
$856.74
Return
-6.4%
Recent Upgrades / Downgrades
| Date | Stock | Action | From | To |
|---|---|---|---|---|
| Jul 21, 2026 |
Charles Schwab Corp.
SCHW
|
Hold | Outperform | Outperform |
| Jul 21, 2026 |
Floor & Decor Holdings Inc - Ordinary Shares - Class A
FND
|
Hold | Underperform | Underperform |
| Jul 20, 2026 |
Moderna Inc
MRNA
|
Hold | Underperform | Underperform |
| Jul 20, 2026 |
Alphabet Inc - Ordinary Shares - Class C
GOOG
|
Hold | Outperform | Outperform |
| Jul 15, 2026 |
Ionis Pharmaceuticals Inc
IONS
|
Downgrade | Outperform | Peer Perform |
| Jul 15, 2026 |
Intellia Therapeutics Inc
NTLA
|
Downgrade | Underperform | |
| Jul 09, 2026 |
Dover Corp.
DOV
|
Hold | Outperform | Outperform |
| Jul 09, 2026 |
Vontier Corporation
VNT
|
Hold | Outperform | Outperform |
| Jul 09, 2026 |
Veralto Corp
VLTO
|
Hold | Outperform | Outperform |
| Jul 09, 2026 |
Compass Pathways Plc - ADR
CMPS
|
Hold | Buy | Buy |
| Jul 09, 2026 |
Forgent Power Solutions, Inc.
FPS
|
Hold | Outperform | Outperform |
| Jul 09, 2026 |
Fastenal Co.
FAST
|
Hold | Underperform | Underperform |
| Jul 09, 2026 |
Five Below Inc
FIVE
|
Upgrade | Cautious | Outperform |
| Jul 09, 2026 |
SPX Technologies Inc
SPXC
|
Hold | Outperform | Outperform |
| Jul 09, 2026 |
Zebra Technologies Corp. - Ordinary Shares - Class A
ZBRA
|
Hold | Outperform | Outperform |
| Jul 09, 2026 |
Graco Inc.
GGG
|
Downgrade | Outperform | Peer Perform |
| Jul 09, 2026 |
Pentair plc
PNR
|
Downgrade | Outperform | Peer Perform |
| Jul 09, 2026 |
Illinois Tool Works, Inc.
ITW
|
Hold | Underperform | Underperform |
| Jul 09, 2026 |
W.W. Grainger Inc.
GWW
|
Upgrade | Underperform | Peer Perform |
| Jul 09, 2026 |
3M Co.
MMM
|
Hold | Outperform | Outperform |
| Jul 09, 2026 |
Honeywell International Inc
HON
|
Hold | Outperform | Outperform |
| Jul 09, 2026 |
Gates Industrial Corporation plc
GTES
|
Hold | Outperform | Outperform |
| Jul 09, 2026 |
ITT Inc
ITT
|
Upgrade | Peer Perform | Outperform |
| Jul 09, 2026 |
Carrier Global Corp
CARR
|
Hold | Outperform | Outperform |
| Jul 09, 2026 |
nVent Electric plc
NVT
|
Hold | Outperform | Outperform |
| Jul 08, 2026 |
Halliburton Co.
HAL
|
Initialise | Outperform | Peer Perform |
| Jul 08, 2026 |
Schlumberger Ltd.
SLB
|
Initialise | Outperform | |
| Jul 08, 2026 |
American Tower Corp.
AMT
|
Upgrade | Outperform | |
| Jul 08, 2026 |
Sarepta Therapeutics Inc
SRPT
|
Upgrade | Peer Perform | Outperform |
| Jul 08, 2026 |
Federal Realty Investment Trust.
FRT
|
Initialise | Outperform | |
| Jul 08, 2026 |
Baker Hughes Co - Ordinary Shares - Class A
BKR
|
Initialise | Outperform | |
| Jul 07, 2026 |
Ferrari N.V.
RACE
|
Initialise | Outperform | |
| Jul 07, 2026 |
Compass Pathways Plc - ADR
CMPS
|
Hold | Outperform | Outperform |
| Jul 07, 2026 |
LB Pharmaceuticals Inc Common Stock
LBRX
|
Initialise | Outperform | |
| Jul 06, 2026 |
Unum Group
UNM
|
Hold | Outperform | Outperform |
| Jul 06, 2026 |
Microsoft Corporation
MSFT
|
Hold | Outperform | Outperform |
| Jul 02, 2026 |
Chevron Corp.
CVX
|
Upgrade | Peer Perform | Outperform |
| Jul 02, 2026 |
Adobe Inc
ADBE
|
Upgrade | Peer Perform | Outperform |
| Jul 02, 2026 |
Factset Research Systems Inc.
FDS
|
Hold | Underperform | Underperform |
| Jul 01, 2026 |
Salesforce Inc
CRM
|
Downgrade | Outperform | Peer Perform |
| Jun 30, 2026 |
Simon Property Group, Inc.
SPG
|
Downgrade | Outperform | Peer Perform |
| Jun 30, 2026 |
Fox Corporation - Ordinary Shares - Class A
FOXA
|
Upgrade | Underperform | Outperform |
| Jun 30, 2026 |
AeroVironment Inc.
AVAV
|
Downgrade | Buy | |
| Jun 23, 2026 |
Target Corp
TGT
|
Upgrade | Peer Perform | Outperform |
| Jun 23, 2026 |
Five Below Inc
FIVE
|
Downgrade | Outperform | Peer Perform |
| Jun 23, 2026 |
International Business Machines Corp.
IBM
|
Downgrade | Peer Perform | |
| Jun 23, 2026 |
Home Depot, Inc.
HD
|
Downgrade | Outperform | Peer Perform |
| Jun 22, 2026 |
Kimco Realty Corporation
KIM
|
Upgrade | Outperform | |
| Jun 22, 2026 |
Devon Energy Corp.
DVN
|
Hold | Outperform | Outperform |
| Jun 16, 2026 |
Cigna Group (The)
CI
|
Hold | Outperform | Outperform |
Charles Schwab Corp.
SCHW
Jul 21
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Underperform
To
Underperform
Moderna Inc
MRNA
Jul 20
Action
Hold
From
Underperform
To
Underperform
Action
Hold
From
Outperform
To
Outperform
Action
Downgrade
From
Outperform
To
Peer Perform
Action
Downgrade
From
-
To
Underperform
Dover Corp.
DOV
Jul 09
Action
Hold
From
Outperform
To
Outperform
Vontier Corporation
VNT
Jul 09
Action
Hold
From
Outperform
To
Outperform
Veralto Corp
VLTO
Jul 09
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Buy
To
Buy
Action
Hold
From
Outperform
To
Outperform
Fastenal Co.
FAST
Jul 09
Action
Hold
From
Underperform
To
Underperform
Five Below Inc
FIVE
Jul 09
Action
Upgrade
From
Cautious
To
Outperform
SPX Technologies Inc
SPXC
Jul 09
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Graco Inc.
GGG
Jul 09
Action
Downgrade
From
Outperform
To
Peer Perform
Pentair plc
PNR
Jul 09
Action
Downgrade
From
Outperform
To
Peer Perform
Action
Hold
From
Underperform
To
Underperform
W.W. Grainger Inc.
GWW
Jul 09
Action
Upgrade
From
Underperform
To
Peer Perform
3M Co.
MMM
Jul 09
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
ITT Inc
ITT
Jul 09
Action
Upgrade
From
Peer Perform
To
Outperform
Carrier Global Corp
CARR
Jul 09
Action
Hold
From
Outperform
To
Outperform
nVent Electric plc
NVT
Jul 09
Action
Hold
From
Outperform
To
Outperform
Halliburton Co.
HAL
Jul 08
Action
Initialise
From
Outperform
To
Peer Perform
Schlumberger Ltd.
SLB
Jul 08
Action
Initialise
From
-
To
Outperform
American Tower Corp.
AMT
Jul 08
Action
Upgrade
From
-
To
Outperform
Action
Upgrade
From
Peer Perform
To
Outperform
Action
Initialise
From
-
To
Outperform
Action
Initialise
From
-
To
Outperform
Ferrari N.V.
RACE
Jul 07
Action
Initialise
From
-
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Action
Initialise
From
-
To
Outperform
Unum Group
UNM
Jul 06
Action
Hold
From
Outperform
To
Outperform
Microsoft Corporation
MSFT
Jul 06
Action
Hold
From
Outperform
To
Outperform
Chevron Corp.
CVX
Jul 02
Action
Upgrade
From
Peer Perform
To
Outperform
Adobe Inc
ADBE
Jul 02
Action
Upgrade
From
Peer Perform
To
Outperform
Action
Hold
From
Underperform
To
Underperform
Salesforce Inc
CRM
Jul 01
Action
Downgrade
From
Outperform
To
Peer Perform
Action
Downgrade
From
Outperform
To
Peer Perform
Action
Upgrade
From
Underperform
To
Outperform
AeroVironment Inc.
AVAV
Jun 30
Action
Downgrade
From
-
To
Buy
Target Corp
TGT
Jun 23
Action
Upgrade
From
Peer Perform
To
Outperform
Five Below Inc
FIVE
Jun 23
Action
Downgrade
From
Outperform
To
Peer Perform
Action
Downgrade
From
-
To
Peer Perform
Home Depot, Inc.
HD
Jun 23
Action
Downgrade
From
Outperform
To
Peer Perform
Kimco Realty Corporation
KIM
Jun 22
Action
Upgrade
From
-
To
Outperform
Devon Energy Corp.
DVN
Jun 22
Action
Hold
From
Outperform
To
Outperform
Cigna Group (The)
CI
Jun 16
Action
Hold
From
Outperform
To
Outperform