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.
+9.2%
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%
460 W / 413 L
Target Met
How often was the target reached?
Hits vs. Total.
Hits vs. Total.
79%
341 W / 91 L
Precision Hit
How often precise (±3%)?
Hits vs. Total.
Hits vs. Total.
15%
64 W / 368 L
Bullseye Hit
How often perfect (±1%)?
Hits vs. Total.
Hits vs. Total.
5%
23 W / 409 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.
57%
253 W / 188 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).
52%
413 W / 375 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%
47 W / 38 L
Latest Price Targets
| Date | Stock | Signal | Analyst | Target | Start Price | Best Price (1Y) | Current Price |
|---|---|---|---|---|---|---|---|
| Aug 28, 2026 |
Marvell Technology Inc
MRVL
|
BUY | Chris Caso |
$280.00
Est. +16%
|
$241.45 | $228.88 |
$208.83
-13.5%
|
| Aug 28, 2026 |
Rubrik Inc. - Ordinary Shares - Class A
RBRK
|
BUY | - |
$120.00
Est. +12%
|
$107.02 | $107.37 |
$92.14
-13.9%
|
| Aug 26, 2026 |
DT Midstream Inc
DTM
|
BUY | Keith Stanley |
$145.00
Est. +14%
|
$126.74 | $134.00 |
$128.58
+1.5%
|
| Aug 26, 2026 |
Harmony Biosciences Holdings Inc
HRMY
|
BUY | Rudy Li |
$60.00
Est. +54%
|
$38.95 | $43.49 |
$41.86
+7.5%
|
| Aug 26, 2026 |
Space Exploration Technologies Corp.
SPCX
|
BUY | Emilee Deutchman |
$175.00
Est. +27%
|
$137.95 | $152.30 |
$149.74
+8.5%
|
| Aug 25, 2026 |
Remitly Global Inc
RELY
|
BUY | - |
$32.00
Est. +20%
|
$26.59 | $27.48 |
$26.92
+1.2%
|
| Aug 25, 2026 |
Global Payments, Inc.
GPN
|
BUY | - |
$125.00
Est. +33%
|
$94.30 | $95.18 |
$91.77
-2.7%
|
| Aug 25, 2026 |
Mastercard Incorporated - Ordinary Shares - Class A
MA
|
BUY | - |
$740.00
Est. +23%
|
$599.86 | $601.18 |
$585.71
-2.4%
|
| Aug 25, 2026 |
Corpay Inc.
CPAY
|
BUY | - |
$530.00
Est. +28%
|
$413.92 | $427.46 |
$419.68
+1.4%
|
| Aug 25, 2026 |
Accenture plc - Ordinary Shares - Class A
ACN
|
BUY | - |
$215.00
Est. +15%
|
$186.53 | $195.32 |
$193.12
+3.5%
|
| Aug 25, 2026 |
Flywire Corp
FLYW
|
BUY | - |
$23.00
Est. +18%
|
$19.42 | $19.42 |
$18.70
-3.7%
|
| Aug 25, 2026 |
Bread Financial Holdings Inc
BFH
|
BUY | Darrin Peller |
$130.00
Est. +24%
|
$105.19 | $109.64 |
$108.79
+3.4%
|
| Aug 25, 2026 |
BILL Holdings Inc
BILL
|
BUY | Darrin Peller |
$60.00
Est. +25%
|
$48.16 | $50.89 |
$50.86
+5.6%
|
| Aug 25, 2026 |
Jack Henry & Associates, Inc.
JKHY
|
BUY | Darrin Peller |
$215.00
Est. +26%
|
$170.51 | $174.78 |
$168.37
-1.3%
|
| Aug 25, 2026 |
Circle Internet Group
CRCL
|
SELL | Darrin Peller |
$65.00
Est. +26%
|
$87.72 | $84.25 (Low) |
$103.23
-17.7%
|
| Aug 25, 2026 |
Merck & Co Inc
MRK
|
BUY | Alexandria Hammond |
$180.00
Est. +19%
|
$150.69 | $156.91 |
$152.34
+1.1%
|
| Aug 25, 2026 |
Nu Holdings Ltd - Ordinary Shares Class A
NU
|
BUY | Darrin Peller |
$17.00
Est. +15%
|
$14.76 | $15.84 |
$15.68
+6.2%
|
| Aug 25, 2026 |
Euronet Worldwide Inc
EEFT
|
SELL | - |
$70.00
Est. +0%
|
$70.20 | $67.71 (Low) |
$73.28
-4.4%
|
| Aug 25, 2026 |
Fidelity National Information Services, Inc.
FIS
|
BUY | Darrin Peller |
$54.00
Est. +30%
|
$41.40 | $42.83 |
$42.28
+2.1%
|
| Aug 25, 2026 |
Capital One Financial Corp.
COF
|
BUY | - |
$275.00
Est. +27%
|
$216.27 | $221.10 |
$220.50
+2.0%
|
| Aug 25, 2026 |
Kaspi.kz JSC - ADR
KSPI
|
BUY | - |
$115.00
Est. +8%
|
$106.46 | $109.94 |
$107.81
+1.3%
|
| Aug 25, 2026 |
Visa Inc - Ordinary Shares - Class A
V
|
BUY | - |
$460.00
Est. +20%
|
$382.41 | $385.54 |
$378.75
-1.0%
|
| Aug 25, 2026 |
Synchrony Financial
SYF
|
BUY | Darrin Peller |
$90.00
Est. +12%
|
$80.02 | $81.22 |
$79.85
-0.2%
|
| Aug 25, 2026 |
Chime Financial, Inc. Class A Common Stock
CHYM
|
BUY | Darrin Peller |
$38.00
Est. +16%
|
$32.70 | $34.44 |
$33.65
+2.9%
|
| Aug 25, 2026 |
PayPay Corporation
PAYP
|
BUY | - |
$21.00
Est. +38%
|
$15.20 | $17.12 |
$16.93
+11.4%
|
| Aug 24, 2026 |
PulteGroup Inc
PHM
|
BUY | Trevor Allinson |
$129.00
Est. 0%
|
$129.00 | $132.05 |
$124.31
-3.6%
|
| Aug 24, 2026 |
PulteGroup Inc
PHM
|
BUY | - |
$158.00
Est. +22%
|
$129.00 | $132.05 |
$124.31
-3.6%
|
| Aug 24, 2026 |
Janux Therapeutics Inc
JANX
|
BUY | - |
$23.00
Est. +32%
|
$17.39 | $20.00 |
$19.80
+13.9%
|
| Aug 24, 2026 |
Humana Inc.
HUM
|
BUY | Justin Lake |
$450.00
Est. +19%
|
$378.87 | $413.50 |
$406.47
+7.3%
|
| Aug 21, 2026 |
Walmart Inc
WMT
|
BUY | Spencer Hanus |
$115.00
Est. +11%
|
$103.84 | $109.35 |
$108.42
+4.4%
|
| Aug 20, 2026 |
Fox Corporation - Ordinary Shares - Class B
FOX
|
BUY | - |
$93.00
Est. +54%
|
$60.39 | $62.93 |
$60.47
+0.1%
|
| Aug 13, 2026 |
Dollar General Corp.
DG
|
BUY | Spencer Hanus |
$143.00
Est. +20%
|
$119.58 | $134.13 |
$131.27
+9.8%
|
| Aug 13, 2026 |
Biogen Inc
BIIB
|
BUY | - |
$300.00
Est. +44%
|
$208.87 | $225.80 |
$224.51
+7.5%
|
| Aug 13, 2026 |
Cisco Systems, Inc.
CSCO
|
BUY | - |
$150.00
Est. +21%
|
$123.88 | $115.95 |
$108.61
-12.3%
|
| Aug 13, 2026 |
Abbvie Inc
ABBV
|
BUY | Alexandria Hammond |
$300.00
Est. +21%
|
$248.66 | $266.91 |
$260.30
+4.7%
|
| Aug 13, 2026 |
Abbott Laboratories
ABT
|
BUY | - |
$130.00
Est. +17%
|
$110.92 | $117.34 |
$108.80
-1.9%
|
| Aug 13, 2026 |
Cowen Inc - Class A
COWN
|
SELL | - |
$34.00
Est. +13%
|
$38.99 | - |
$38.99
0.0%
|
| Aug 12, 2026 |
Cava Group Inc
CAVA
|
BUY | Margaret-May Binshtok |
$82.00
Est. +35%
|
$60.86 | $75.62 |
$61.67
+1.3%
|
| Aug 12, 2026 |
LPL Financial Holdings Inc
LPLA
|
BUY | - |
$454.00
Est. +22%
|
$371.19 | $379.00 |
$360.45
-2.9%
|
| Aug 11, 2026 |
Bowman Consulting Group Ltd
BWMN
|
BUY | - |
$43.00
Est. +1%
|
$42.42 | $43.14 |
$42.61
+0.4%
|
| Aug 10, 2026 |
Revolution Medicines Inc
RVMD
|
BUY | Kalpit Patel |
$220.00
Est. +7%
|
$205.74 | $224.31 |
$210.87
+2.5%
|
| Aug 10, 2026 |
Vertex Pharmaceuticals, Inc.
VRTX
|
BUY | Andy Chen |
$562.00
Est. +8%
|
$522.78 | $560.25 |
$557.96
+6.7%
|
| Aug 07, 2026 |
Targa Resources Corp
TRGP
|
BUY | - |
$335.00
Est. +25%
|
$268.23 | $305.08 |
$293.54
+9.4%
|
| Aug 07, 2026 |
Trade Desk Inc - Ordinary Shares - Class A
TTD
|
SELL | Shweta Khajuria |
$16.00
Est. +9%
|
$17.67 | $12.83 (Low) |
$15.09
+14.6%
|
| Aug 06, 2026 |
Chime Financial, Inc. Class A Common Stock
CHYM
|
BUY | Darrin Peller |
$32.00
Est. +23%
|
$25.92 | $34.44 |
$33.65
+29.8%
|
| Aug 06, 2026 |
Corpay Inc.
CPAY
|
BUY | Darrin Peller |
$475.00
Est. +20%
|
$394.53 | $427.46 |
$419.68
+6.4%
|
| Aug 06, 2026 |
Array Technologies Inc
ARRY
|
BUY | Steve Fleishman |
$9.00
Est. +60%
|
$5.64 | $6.32 |
$4.54
-19.5%
|
| Aug 06, 2026 |
Remitly Global Inc
RELY
|
BUY | Darrin Peller |
$31.00
Est. +29%
|
$24.07 | $27.48 |
$26.92
+11.8%
|
| Aug 06, 2026 |
Global Payments, Inc.
GPN
|
BUY | Darrin Peller |
$110.00
Est. +26%
|
$87.48 | $95.88 |
$91.77
+4.9%
|
| Aug 04, 2026 |
Martin Marietta Materials, Inc.
MLM
|
BUY | - |
$648.00
Est. +19%
|
$543.74 | $561.88 |
$508.94
-6.4%
|
Marvell Technology Inc
MRVL
Aug 28, 2026
Analyst
Chris Caso
Signal & Target
BUY
$280.00
Start Price
$241.45
Best Price (1Y)
$228.88
Current Price
$208.83
Return
-13.5%
Rubrik Inc. - Ordinary Shares - Class A
RBRK
Aug 28, 2026
Analyst
-
Signal & Target
BUY
$120.00
Start Price
$107.02
Best Price (1Y)
$107.37
Current Price
$92.14
Return
-13.9%
DT Midstream Inc
DTM
Aug 26, 2026
Analyst
Keith Stanley
Signal & Target
BUY
$145.00
Start Price
$126.74
Best Price (1Y)
$134.00
Current Price
$128.58
Return
+1.5%
Harmony Biosciences Holdings Inc
HRMY
Aug 26, 2026
Analyst
Rudy Li
Signal & Target
BUY
$60.00
Start Price
$38.95
Best Price (1Y)
$43.49
Current Price
$41.86
Return
+7.5%
Space Exploration Technologies Corp.
SPCX
Aug 26, 2026
Analyst
Emilee Deutchman
Signal & Target
BUY
$175.00
Start Price
$137.95
Best Price (1Y)
$152.30
Current Price
$149.74
Return
+8.5%
Remitly Global Inc
RELY
Aug 25, 2026
Analyst
-
Signal & Target
BUY
$32.00
Start Price
$26.59
Best Price (1Y)
$27.48
Current Price
$26.92
Return
+1.2%
Global Payments, Inc.
GPN
Aug 25, 2026
Analyst
-
Signal & Target
BUY
$125.00
Start Price
$94.30
Best Price (1Y)
$95.18
Current Price
$91.77
Return
-2.7%
Analyst
-
Signal & Target
BUY
$740.00
Start Price
$599.86
Best Price (1Y)
$601.18
Current Price
$585.71
Return
-2.4%
Corpay Inc.
CPAY
Aug 25, 2026
Analyst
-
Signal & Target
BUY
$530.00
Start Price
$413.92
Best Price (1Y)
$427.46
Current Price
$419.68
Return
+1.4%
Accenture plc - Ordinary Shares - Class A
ACN
Aug 25, 2026
Analyst
-
Signal & Target
BUY
$215.00
Start Price
$186.53
Best Price (1Y)
$195.32
Current Price
$193.12
Return
+3.5%
Flywire Corp
FLYW
Aug 25, 2026
Analyst
-
Signal & Target
BUY
$23.00
Start Price
$19.42
Best Price (1Y)
$19.42
Current Price
$18.70
Return
-3.7%
Bread Financial Holdings Inc
BFH
Aug 25, 2026
Analyst
Darrin Peller
Signal & Target
BUY
$130.00
Start Price
$105.19
Best Price (1Y)
$109.64
Current Price
$108.79
Return
+3.4%
BILL Holdings Inc
BILL
Aug 25, 2026
Analyst
Darrin Peller
Signal & Target
BUY
$60.00
Start Price
$48.16
Best Price (1Y)
$50.89
Current Price
$50.86
Return
+5.6%
Jack Henry & Associates, Inc.
JKHY
Aug 25, 2026
Analyst
Darrin Peller
Signal & Target
BUY
$215.00
Start Price
$170.51
Best Price (1Y)
$174.78
Current Price
$168.37
Return
-1.3%
Circle Internet Group
CRCL
Aug 25, 2026
Analyst
Darrin Peller
Signal & Target
SELL
$65.00
Start Price
$87.72
Best Price (1Y)
$84.25
Current Price
$103.23
Return
-17.7%
Merck & Co Inc
MRK
Aug 25, 2026
Analyst
Alexandria Hammond
Signal & Target
BUY
$180.00
Start Price
$150.69
Best Price (1Y)
$156.91
Current Price
$152.34
Return
+1.1%
Nu Holdings Ltd - Ordinary Shares Class A
NU
Aug 25, 2026
Analyst
Darrin Peller
Signal & Target
BUY
$17.00
Start Price
$14.76
Best Price (1Y)
$15.84
Current Price
$15.68
Return
+6.2%
Euronet Worldwide Inc
EEFT
Aug 25, 2026
Analyst
-
Signal & Target
SELL
$70.00
Start Price
$70.20
Best Price (1Y)
$67.71
Current Price
$73.28
Return
-4.4%
Fidelity National Information Services, Inc.
FIS
Aug 25, 2026
Analyst
Darrin Peller
Signal & Target
BUY
$54.00
Start Price
$41.40
Best Price (1Y)
$42.83
Current Price
$42.28
Return
+2.1%
Capital One Financial Corp.
COF
Aug 25, 2026
Analyst
-
Signal & Target
BUY
$275.00
Start Price
$216.27
Best Price (1Y)
$221.10
Current Price
$220.50
Return
+2.0%
Kaspi.kz JSC - ADR
KSPI
Aug 25, 2026
Analyst
-
Signal & Target
BUY
$115.00
Start Price
$106.46
Best Price (1Y)
$109.94
Current Price
$107.81
Return
+1.3%
Visa Inc - Ordinary Shares - Class A
V
Aug 25, 2026
Analyst
-
Signal & Target
BUY
$460.00
Start Price
$382.41
Best Price (1Y)
$385.54
Current Price
$378.75
Return
-1.0%
Synchrony Financial
SYF
Aug 25, 2026
Analyst
Darrin Peller
Signal & Target
BUY
$90.00
Start Price
$80.02
Best Price (1Y)
$81.22
Current Price
$79.85
Return
-0.2%
Chime Financial, Inc. Class A Common Stock
CHYM
Aug 25, 2026
Analyst
Darrin Peller
Signal & Target
BUY
$38.00
Start Price
$32.70
Best Price (1Y)
$34.44
Current Price
$33.65
Return
+2.9%
PayPay Corporation
PAYP
Aug 25, 2026
Analyst
-
Signal & Target
BUY
$21.00
Start Price
$15.20
Best Price (1Y)
$17.12
Current Price
$16.93
Return
+11.4%
PulteGroup Inc
PHM
Aug 24, 2026
Analyst
Trevor Allinson
Signal & Target
BUY
$129.00
Start Price
$129.00
Best Price (1Y)
$132.05
Current Price
$124.31
Return
-3.6%
PulteGroup Inc
PHM
Aug 24, 2026
Analyst
-
Signal & Target
BUY
$158.00
Start Price
$129.00
Best Price (1Y)
$132.05
Current Price
$124.31
Return
-3.6%
Janux Therapeutics Inc
JANX
Aug 24, 2026
Analyst
-
Signal & Target
BUY
$23.00
Start Price
$17.39
Best Price (1Y)
$20.00
Current Price
$19.80
Return
+13.9%
Humana Inc.
HUM
Aug 24, 2026
Analyst
Justin Lake
Signal & Target
BUY
$450.00
Start Price
$378.87
Best Price (1Y)
$413.50
Current Price
$406.47
Return
+7.3%
Walmart Inc
WMT
Aug 21, 2026
Analyst
Spencer Hanus
Signal & Target
BUY
$115.00
Start Price
$103.84
Best Price (1Y)
$109.35
Current Price
$108.42
Return
+4.4%
Fox Corporation - Ordinary Shares - Class B
FOX
Aug 20, 2026
Analyst
-
Signal & Target
BUY
$93.00
Start Price
$60.39
Best Price (1Y)
$62.93
Current Price
$60.47
Return
+0.1%
Dollar General Corp.
DG
Aug 13, 2026
Analyst
Spencer Hanus
Signal & Target
BUY
$143.00
Start Price
$119.58
Best Price (1Y)
$134.13
Current Price
$131.27
Return
+9.8%
Biogen Inc
BIIB
Aug 13, 2026
Analyst
-
Signal & Target
BUY
$300.00
Start Price
$208.87
Best Price (1Y)
$225.80
Current Price
$224.51
Return
+7.5%
Cisco Systems, Inc.
CSCO
Aug 13, 2026
Analyst
-
Signal & Target
BUY
$150.00
Start Price
$123.88
Best Price (1Y)
$115.95
Current Price
$108.61
Return
-12.3%
Abbvie Inc
ABBV
Aug 13, 2026
Analyst
Alexandria Hammond
Signal & Target
BUY
$300.00
Start Price
$248.66
Best Price (1Y)
$266.91
Current Price
$260.30
Return
+4.7%
Abbott Laboratories
ABT
Aug 13, 2026
Analyst
-
Signal & Target
BUY
$130.00
Start Price
$110.92
Best Price (1Y)
$117.34
Current Price
$108.80
Return
-1.9%
Cowen Inc - Class A
COWN
Aug 13, 2026
Analyst
-
Signal & Target
SELL
$34.00
Start Price
$38.99
Best Price (1Y)
-
Current Price
$38.99
Return
0.0%
Cava Group Inc
CAVA
Aug 12, 2026
Analyst
Margaret-May Binshtok
Signal & Target
BUY
$82.00
Start Price
$60.86
Best Price (1Y)
$75.62
Current Price
$61.67
Return
+1.3%
LPL Financial Holdings Inc
LPLA
Aug 12, 2026
Analyst
-
Signal & Target
BUY
$454.00
Start Price
$371.19
Best Price (1Y)
$379.00
Current Price
$360.45
Return
-2.9%
Bowman Consulting Group Ltd
BWMN
Aug 11, 2026
Analyst
-
Signal & Target
BUY
$43.00
Start Price
$42.42
Best Price (1Y)
$43.14
Current Price
$42.61
Return
+0.4%
Revolution Medicines Inc
RVMD
Aug 10, 2026
Analyst
Kalpit Patel
Signal & Target
BUY
$220.00
Start Price
$205.74
Best Price (1Y)
$224.31
Current Price
$210.87
Return
+2.5%
Vertex Pharmaceuticals, Inc.
VRTX
Aug 10, 2026
Analyst
Andy Chen
Signal & Target
BUY
$562.00
Start Price
$522.78
Best Price (1Y)
$560.25
Current Price
$557.96
Return
+6.7%
Targa Resources Corp
TRGP
Aug 07, 2026
Analyst
-
Signal & Target
BUY
$335.00
Start Price
$268.23
Best Price (1Y)
$305.08
Current Price
$293.54
Return
+9.4%
Trade Desk Inc - Ordinary Shares - Class A
TTD
Aug 07, 2026
Analyst
Shweta Khajuria
Signal & Target
SELL
$16.00
Start Price
$17.67
Best Price (1Y)
$12.83
Current Price
$15.09
Return
+14.6%
Chime Financial, Inc. Class A Common Stock
CHYM
Aug 06, 2026
Analyst
Darrin Peller
Signal & Target
BUY
$32.00
Start Price
$25.92
Best Price (1Y)
$34.44
Current Price
$33.65
Return
+29.8%
Corpay Inc.
CPAY
Aug 06, 2026
Analyst
Darrin Peller
Signal & Target
BUY
$475.00
Start Price
$394.53
Best Price (1Y)
$427.46
Current Price
$419.68
Return
+6.4%
Array Technologies Inc
ARRY
Aug 06, 2026
Analyst
Steve Fleishman
Signal & Target
BUY
$9.00
Start Price
$5.64
Best Price (1Y)
$6.32
Current Price
$4.54
Return
-19.5%
Remitly Global Inc
RELY
Aug 06, 2026
Analyst
Darrin Peller
Signal & Target
BUY
$31.00
Start Price
$24.07
Best Price (1Y)
$27.48
Current Price
$26.92
Return
+11.8%
Global Payments, Inc.
GPN
Aug 06, 2026
Analyst
Darrin Peller
Signal & Target
BUY
$110.00
Start Price
$87.48
Best Price (1Y)
$95.88
Current Price
$91.77
Return
+4.9%
Martin Marietta Materials, Inc.
MLM
Aug 04, 2026
Analyst
-
Signal & Target
BUY
$648.00
Start Price
$543.74
Best Price (1Y)
$561.88
Current Price
$508.94
Return
-6.4%
Recent Upgrades / Downgrades
| Date | Stock | Action | From | To |
|---|---|---|---|---|
| Aug 28, 2026 |
Affirm Holdings Inc - Ordinary Shares - Class A
AFRM
|
Hold | Outperform | Outperform |
| Aug 28, 2026 |
Marvell Technology Inc
MRVL
|
Hold | Outperform | Outperform |
| Aug 28, 2026 |
Rubrik Inc. - Ordinary Shares - Class A
RBRK
|
Hold | Outperform | Outperform |
| Aug 28, 2026 |
Walt Disney Co (The)
DIS
|
Hold | Outperform | Outperform |
| Aug 27, 2026 |
Alphabet Inc - Ordinary Shares - Class C
GOOG
|
Hold | Outperform | Outperform |
| Aug 26, 2026 |
Space Exploration Technologies Corp.
SPCX
|
Hold | Outperform | Outperform |
| Aug 26, 2026 |
Intuit Inc
INTU
|
Downgrade | Peer Perform | Negative |
| Aug 26, 2026 |
Solaredge Technologies Inc
SEDG
|
Initialise | Outperform | Outperform |
| Aug 26, 2026 |
Harmony Biosciences Holdings Inc
HRMY
|
Initialise | Outperform | |
| Aug 26, 2026 |
DT Midstream Inc
DTM
|
Upgrade | Underperform | Outperform |
| Aug 25, 2026 |
Bread Financial Holdings Inc
BFH
|
Upgrade | Positive | Outperform |
| Aug 25, 2026 |
Kaspi.kz JSC - ADR
KSPI
|
Hold | Outperform | Outperform |
| Aug 25, 2026 |
Circle Internet Group
CRCL
|
Hold | Underperform | Underperform |
| Aug 25, 2026 |
Merck & Co Inc
MRK
|
Hold | Outperform | Outperform |
| Aug 25, 2026 |
PayPay Corporation
PAYP
|
Hold | Outperform | Outperform |
| Aug 25, 2026 |
Capital One Financial Corp.
COF
|
Hold | Outperform | Outperform |
| Aug 25, 2026 |
Fidelity National Information Services, Inc.
FIS
|
Hold | Outperform | Outperform |
| Aug 25, 2026 |
Global Payments, Inc.
GPN
|
Hold | Outperform | Outperform |
| Aug 25, 2026 |
Jack Henry & Associates, Inc.
JKHY
|
Hold | Outperform | Outperform |
| Aug 25, 2026 |
BILL Holdings Inc
BILL
|
Hold | Outperform | Outperform |
| Aug 25, 2026 |
Adyen NV - ADR
ADYEY
|
Hold | Outperform | Outperform |
| Aug 25, 2026 |
Moderna Inc
MRNA
|
Upgrade | Underperform | Positive |
| Aug 25, 2026 |
Flywire Corp
FLYW
|
Hold | Outperform | Outperform |
| Aug 25, 2026 |
Paymentus Holdings Inc - Ordinary Shares - Class A
PAY
|
Downgrade | Outperform | Peer Perform |
| Aug 25, 2026 |
Nu Holdings Ltd - Ordinary Shares Class A
NU
|
Hold | Outperform | Outperform |
| Aug 25, 2026 |
Netflix Inc.
NFLX
|
Hold | Outperform | Outperform |
| Aug 25, 2026 |
Visa Inc - Ordinary Shares - Class A
V
|
Hold | Outperform | Outperform |
| Aug 25, 2026 |
Moderna Inc
MRNA
|
Downgrade | Positive | Peer Perform |
| Aug 25, 2026 |
Synchrony Financial
SYF
|
Hold | Outperform | Outperform |
| Aug 25, 2026 |
Mastercard Incorporated - Ordinary Shares - Class A
MA
|
Hold | Outperform | Outperform |
| Aug 25, 2026 |
Accenture plc - Ordinary Shares - Class A
ACN
|
Hold | Outperform | Outperform |
| Aug 24, 2026 |
PulteGroup Inc
PHM
|
Upgrade | Peer Perform | Outperform |
| Aug 24, 2026 |
Janux Therapeutics Inc
JANX
|
Upgrade | Outperform | |
| Aug 24, 2026 |
Humana Inc.
HUM
|
Hold | Outperform | Outperform |
| Aug 24, 2026 |
Frontdoor Inc.
FTDR
|
Upgrade | Outperform | |
| Aug 24, 2026 |
Fortune Brands Innovations Inc
FBIN
|
Upgrade | Peer Perform | Outperform |
| Aug 21, 2026 |
Lumentum Holdings Inc
LITE
|
Hold | Outperform | Outperform |
| Aug 21, 2026 |
Walmart Inc
WMT
|
Hold | Outperform | Outperform |
| Aug 19, 2026 |
Aflac Inc.
AFL
|
Initialise | Underperform | |
| Aug 18, 2026 |
Biogen Inc
BIIB
|
Initialise | Outperform | Outperform |
| Aug 14, 2026 |
Micron Technology Inc.
MU
|
Downgrade | Outperform | Peer Perform |
| Aug 14, 2026 |
T-Mobile US Inc
TMUS
|
Downgrade | Outperform | Peer Perform |
| Aug 13, 2026 |
Dollar General Corp.
DG
|
Hold | Outperform | Outperform |
| Aug 13, 2026 |
Biogen Inc
BIIB
|
Upgrade | Outperform | |
| Aug 13, 2026 |
Waystar Holding Corp
WAY
|
Upgrade | Outperform | |
| Aug 13, 2026 |
Doximity Inc - Ordinary Shares - Class A
DOCS
|
Upgrade | Outperform | |
| Aug 13, 2026 |
Abbott Laboratories
ABT
|
Upgrade | Outperform | Outperform |
| Aug 13, 2026 |
Five Below Inc
FIVE
|
Downgrade | Outperform | Peer Perform |
| Aug 13, 2026 |
Abbvie Inc
ABBV
|
Upgrade | Peer Perform | Outperform |
| Aug 13, 2026 |
Stryker Corp.
SYK
|
Downgrade | Buy | Peer Perform |
Action
Hold
From
Outperform
To
Outperform
Marvell Technology Inc
MRVL
Aug 28
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Walt Disney Co (The)
DIS
Aug 28
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Intuit Inc
INTU
Aug 26
Action
Downgrade
From
Peer Perform
To
Negative
Action
Initialise
From
Outperform
To
Outperform
Action
Initialise
From
-
To
Outperform
DT Midstream Inc
DTM
Aug 26
Action
Upgrade
From
Underperform
To
Outperform
Action
Upgrade
From
Positive
To
Outperform
Kaspi.kz JSC - ADR
KSPI
Aug 25
Action
Hold
From
Outperform
To
Outperform
Circle Internet Group
CRCL
Aug 25
Action
Hold
From
Underperform
To
Underperform
Merck & Co Inc
MRK
Aug 25
Action
Hold
From
Outperform
To
Outperform
PayPay Corporation
PAYP
Aug 25
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Global Payments, Inc.
GPN
Aug 25
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
BILL Holdings Inc
BILL
Aug 25
Action
Hold
From
Outperform
To
Outperform
Adyen NV - ADR
ADYEY
Aug 25
Action
Hold
From
Outperform
To
Outperform
Moderna Inc
MRNA
Aug 25
Action
Upgrade
From
Underperform
To
Positive
Flywire Corp
FLYW
Aug 25
Action
Hold
From
Outperform
To
Outperform
Action
Downgrade
From
Outperform
To
Peer Perform
Action
Hold
From
Outperform
To
Outperform
Netflix Inc.
NFLX
Aug 25
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Moderna Inc
MRNA
Aug 25
Action
Downgrade
From
Positive
To
Peer Perform
Synchrony Financial
SYF
Aug 25
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Outperform
To
Outperform
PulteGroup Inc
PHM
Aug 24
Action
Upgrade
From
Peer Perform
To
Outperform
Janux Therapeutics Inc
JANX
Aug 24
Action
Upgrade
From
-
To
Outperform
Humana Inc.
HUM
Aug 24
Action
Hold
From
Outperform
To
Outperform
Frontdoor Inc.
FTDR
Aug 24
Action
Upgrade
From
-
To
Outperform
Action
Upgrade
From
Peer Perform
To
Outperform
Lumentum Holdings Inc
LITE
Aug 21
Action
Hold
From
Outperform
To
Outperform
Walmart Inc
WMT
Aug 21
Action
Hold
From
Outperform
To
Outperform
Aflac Inc.
AFL
Aug 19
Action
Initialise
From
-
To
Underperform
Biogen Inc
BIIB
Aug 18
Action
Initialise
From
Outperform
To
Outperform
Micron Technology Inc.
MU
Aug 14
Action
Downgrade
From
Outperform
To
Peer Perform
T-Mobile US Inc
TMUS
Aug 14
Action
Downgrade
From
Outperform
To
Peer Perform
Dollar General Corp.
DG
Aug 13
Action
Hold
From
Outperform
To
Outperform
Biogen Inc
BIIB
Aug 13
Action
Upgrade
From
-
To
Outperform
Waystar Holding Corp
WAY
Aug 13
Action
Upgrade
From
-
To
Outperform
Action
Upgrade
From
-
To
Outperform
Abbott Laboratories
ABT
Aug 13
Action
Upgrade
From
Outperform
To
Outperform
Five Below Inc
FIVE
Aug 13
Action
Downgrade
From
Outperform
To
Peer Perform
Abbvie Inc
ABBV
Aug 13
Action
Upgrade
From
Peer Perform
To
Outperform
Stryker Corp.
SYK
Aug 13
Action
Downgrade
From
Buy
To
Peer Perform