Atlantic Equities
Upgrade grade
D
Downgrade grade
C
Atlantic Equities is an independent investment bank and research firm that has established itself as a focused player in the equity markets with approximately 503 analyst ratings in our database covering US equities. The firm has built its reputation on providing research-driven insights to institutional investors, maintaining a boutique approach that emphasizes depth of coverage over breadth. Atlantic Equities is particularly known for its expertise in analyzing financial services, healthcare, and consumer discretionary companies, sectors where the firm has developed specialized knowledge and strong relationships with company management teams. A distinctive aspect of Atlantic Equities' research culture is its commitment to contrarian analysis and willingness to challenge consensus views, earning respect among investors who value independent perspective and rigorous fundamental research that often diverges from the broader sell-side consensus.
Upgrades
148
67.57% win rate
· avg +0.87% D1
Downgrades
173
69.94% win rate
· avg -2.47% D1
Avg Gap — Upgrades
+1.08%
open vs prev close
Avg Gap — Downgrades
-2.26%
open vs prev close
Performance by Sector
| Sector | ↑ Win% | ↑ D1 | ↓ Win% | ↓ D1 |
|---|---|---|---|---|
| Financial Services | 72.97% (37) | +0.94% | 72.92% (48) | -1.02% |
| Consumer Cyclical | 64.00% (25) | +1.01% | 63.33% (30) | -2.70% |
| Industrials | 75.00% (20) | +0.71% | 65.00% (20) | -0.43% |
| Communication Services | 70.00% (20) | +0.97% | 66.67% (18) | -6.89% |
| Technology | 69.23% (13) | +1.19% | 76.47% (17) | -1.50% |
| Consumer Defensive | 60.00% (10) | +1.09% | 61.54% (13) | -2.76% |
| Basic Materials | — | — | 91.67% (12) | -2.75% |
| Healthcare | — | — | 63.64% (11) | -6.25% |
Win Rate by Year
| Year | ↑ Win% | ↑ Calls | ↓ Win% | ↓ Calls |
|---|---|---|---|---|
| 2023 | 90.9% | 11 | 78.6% | 14 |
| 2022 | 81.3% | 16 | 83.9% | 31 |
| 2021 | 55.0% | 20 | 66.7% | 18 |
| 2020 | 55.0% | 20 | 56.3% | 16 |
| 2019 | 50.0% | 12 | 52.6% | 19 |
| 2018 | 75.0% | 16 | — | — |
| 2017 | 75.0% | 16 | 70.0% | 10 |
| 2016 | 56.3% | 16 | 69.6% | 23 |
| 2015 | — | — | 66.7% | 15 |
| 2013 | — | — | 63.6% | 11 |
Recent Calls
| Date | Ticker | Company | Sector | Action | Grade Change | PT | Gap | D1 |
|---|---|---|---|---|---|---|---|---|
| Aug 8, 2023 | BIIB | Biogen Inc. | Healthcare | Maintains | Neutral → Neutral | — | +0.2% | +1.1% |
| Aug 4, 2023 | JNJ | Johnson & Johnson | Healthcare | Maintains | Neutral → Neutral | — | -0.2% | -0.9% |
| Aug 3, 2023 | CLX | The Clorox Company | Consumer Defensive | Upgrade | Underweight → Neutral | — | +6.2% | +9.0% |
| Aug 2, 2023 | IDXX | IDEXX Laboratories, Inc. | Healthcare | Downgrade | Overweight → Neutral | — | -0.8% | -2.5% |
| Aug 1, 2023 | WFC | Wells Fargo & Company | Financial Services | Maintains | Overweight → Overweight | — | -0.3% | -1.0% |
| Aug 1, 2023 | GS | The Goldman Sachs Group, Inc. | Financial Services | Upgrade | Underweight → Neutral | — | -0.5% | +0.5% |
| Aug 1, 2023 | MS | Morgan Stanley | Financial Services | Maintains | Neutral → Neutral | — | -0.4% | -0.7% |
| Aug 1, 2023 | JPM | JPMorgan Chase & Co. | Financial Services | Maintains | Neutral → Neutral | — | -0.3% | -0.5% |
| Jul 28, 2023 | BMY | Bristol-Myers Squibb Company | Healthcare | Maintains | Overweight → Overweight | — | +0.1% | +1.1% |
| Jul 27, 2023 | UNP | Union Pacific Corporation | Industrials | Downgrade | Overweight → Neutral | — | -1.1% | -2.5% |
| Jul 25, 2023 | DIS | The Walt Disney Company | Communication Services | Downgrade | Neutral → Underweight | — | -1.0% | -1.1% |
| Jul 12, 2023 | FIS | Fidelity National Information Services, Inc. | Technology | Upgrade | Neutral → Overweight | — | +1.7% | -0.1% |
| Jul 12, 2023 | COIN | Coinbase Global, Inc. | Financial Services | Downgrade | Overweight → Neutral | — | -0.2% | -3.6% |
| Jul 10, 2023 | AAP | Advance Auto Parts, Inc. | Consumer Cyclical | Downgrade | Neutral → Underweight | — | -3.2% | -0.8% |
| Jun 20, 2023 | MSFT | Microsoft Corporation | Technology | Maintains | Overweight → Overweight | — | -0.9% | -1.3% |
| Jun 14, 2023 | ZTS | Zoetis Inc. | Healthcare | Maintains | Overweight → Overweight | — | +0.6% | -0.2% |
| Jun 13, 2023 | PYPL | PayPal Holdings, Inc. | Financial Services | Downgrade | Overweight → Neutral | — | -0.3% | -0.3% |
| Jun 7, 2023 | IDXX | IDEXX Laboratories, Inc. | Healthcare | Maintains | Overweight → Overweight | — | -0.7% | -1.9% |
| Jun 2, 2023 | WMG | Warner Music Group Corp. | Communication Services | Downgrade | Overweight → Neutral | — | -1.0% | -0.2% |
| Jun 2, 2023 | DG | Dollar General Corporation | Consumer Defensive | Downgrade | Overweight → Neutral | — | +0.2% | +2.6% |
| May 30, 2023 | COIN | Coinbase Global, Inc. | Financial Services | Upgrade | Neutral → Overweight | — | +5.6% | +7.5% |
| May 26, 2023 | ZTS | Zoetis Inc. | Healthcare | Maintains | Overweight → Overweight | — | +0.3% | -0.3% |
| May 9, 2023 | SHOP | Shopify Inc. | Technology | Downgrade | Overweight → Neutral | — | -1.4% | -0.8% |
| May 5, 2023 | AAPL | Apple Inc. | Technology | Maintains | Overweight → Overweight | — | +3.1% | +4.7% |
| May 3, 2023 | IDXX | IDEXX Laboratories, Inc. | Healthcare | Maintains | Overweight → Overweight | — | +0.9% | +2.4% |