BWS Financial
Upgrade grade
A+
Downgrade grade
B
BWS Financial is a mid-sized investment bank and equity research firm that has built a focused presence in the U.S. equities market with approximately 324 analyst rating calls tracked in major databases. The firm has developed expertise particularly in technology, healthcare, and financial services sectors, where their research teams have gained recognition for deep operational analysis and management access. What distinguishes BWS Financial's research culture is their reputation for maintaining relatively contrarian positions compared to sell-side consensus, often taking independent stances on emerging companies and disruptive trends before broader market adoption. Their moderate scale allows them to combine institutional rigor with the agility to pivot research priorities toward high-growth opportunities that larger competitors may overlook.
Upgrades
12
91.67% win rate
· avg +6.83% D1
Downgrades
25
80.0% win rate
· avg -3.06% D1
Avg Gap — Upgrades
+3.10%
open vs prev close
Avg Gap — Downgrades
-1.55%
open vs prev close
Performance by Sector
| Sector | ↑ Win% | ↑ D1 | ↓ Win% | ↓ D1 |
|---|
Win Rate by Year
| Year | ↑ Win% | ↑ Calls | ↓ Win% | ↓ Calls |
|---|
Recent Calls
| Date | Ticker | Company | Sector | Action | Grade Change | PT | Gap | D1 |
|---|---|---|---|---|---|---|---|---|
| Apr 30, 2026 | GTX | Garrett Motion Inc. | Consumer Cyclical | Maintains | Buy → Buy | — | +8.1% | +25.0% |
| Apr 29, 2026 | ATEN | A10 Networks, Inc. | Technology | Maintains | Buy → Buy | — | -3.8% | -5.3% |
| Apr 27, 2026 | IRDM | Iridium Communications Inc. | Communication Services | Maintains | Sell → Sell | — | +0.0% | -4.0% |
| Apr 22, 2026 | IPAR | Inter Parfums, Inc. | Consumer Defensive | Maintains | Neutral → Neutral | — | -0.3% | -3.4% |
| Apr 21, 2026 | DCH | Dauch Corporation | Industrials | Maintains | Buy → Buy | — | +0.2% | -3.0% |
| Apr 15, 2026 | IRDM | Iridium Communications Inc. | Communication Services | Maintains | Sell → Sell | — | +2.0% | +5.2% |
| Apr 13, 2026 | UI | Ubiquiti Inc. | Technology | Maintains | Buy → Buy | — | -0.9% | +2.7% |
| Apr 10, 2026 | INOD | Innodata Inc. | Technology | Maintains | Top Pick → Top Pick | — | +0.8% | -1.4% |
| Apr 9, 2026 | GTX | Garrett Motion Inc. | Consumer Cyclical | Maintains | Buy → Buy | — | -0.2% | +1.9% |
| Apr 7, 2026 | SDRL | Seadrill Limited | Energy | Maintains | Buy → Buy | — | +0.3% | +2.9% |
| Mar 27, 2026 | KRMN | Karman Holdings Inc. | Industrials | Maintains | Sell → Sell | — | +0.0% | -2.3% |
| Mar 23, 2026 | HWKN | Hawkins, Inc. | Basic Materials | Maintains | Buy → Buy | — | +2.7% | +6.4% |
| Mar 20, 2026 | MOV | Movado Group, Inc. | Consumer Cyclical | Maintains | Buy → Buy | — | -0.5% | -4.8% |
| Mar 16, 2026 | NBIS | Nebius Group N.V. | Communication Services | Maintains | Buy → Buy | — | +10.4% | +15.0% |
| Mar 11, 2026 | INSE | Inspired Entertainment, Inc. | Consumer Cyclical | Maintains | Buy → Buy | — | -1.4% | -8.6% |
| Mar 9, 2026 | ADEA | Adeia Inc. | Technology | Maintains | Buy → Buy | — | +4.7% | +12.3% |
| Mar 2, 2026 | SHEN | Shenandoah Telecommunications Company | Communication Services | Maintains | Buy → Buy | — | -1.0% | +1.7% |
| Mar 2, 2026 | TRS | TriMas Corporation | Consumer Cyclical | Maintains | Buy → Buy | — | -1.7% | -2.9% |
| Mar 2, 2026 | ECVT | Ecovyst Inc. | Basic Materials | Maintains | Buy → Buy | — | -0.1% | +0.4% |
| Feb 24, 2026 | ADEA | Adeia Inc. | Technology | Maintains | Buy → Buy | — | +8.5% | +6.9% |
| Feb 20, 2026 | ATEN | A10 Networks, Inc. | Technology | Maintains | Buy → Buy | — | +0.5% | +1.5% |
| Feb 17, 2026 | DCH | Dauch Corporation | Industrials | Maintains | Buy → Buy | — | -0.7% | +0.4% |
| Feb 17, 2026 | IRDM | Iridium Communications Inc. | Communication Services | Maintains | Sell → Sell | — | +0.0% | +1.6% |
| Feb 17, 2026 | NBIS | Nebius Group N.V. | Communication Services | Maintains | Buy → Buy | — | -2.1% | -0.5% |
| Feb 9, 2026 | UI | Ubiquiti Inc. | Technology | Maintains | Buy → Buy | — | -0.8% | +14.5% |