Barclays
Upgrade grade
B
Downgrade grade
C
Barclays is a major global financial institution founded in 1690 as a goldsmith's business in London, eventually becoming one of the world's largest investment banks through organic growth and strategic acquisitions including the American operations of Lehman Brothers during the 2008 financial crisis. The firm operates as a systemically important financial institution with significant scale across investment banking, equities research, and trading, having generated approximately 23,323 analyst ratings calls on U.S. equities in our database. Barclays is particularly well regarded for its deep coverage of technology, healthcare, financials, and telecommunications sectors, where their analysts combine detailed fundamental research with quantitative insights. The bank has built a distinctive research reputation for maintaining relatively independent and contrarian viewpoints, sometimes earning credibility by challenging consensus estimates—a quality that traces back to their historical emphasis on rigorous equity market analysis separate from banking advisory interests.
Upgrades
1,173
74.94% win rate
· avg +2.01% D1
Downgrades
1,284
73.36% win rate
· avg -2.24% D1
Avg Gap — Upgrades
+1.89%
open vs prev close
Avg Gap — Downgrades
-2.15%
open vs prev close
Performance by Sector
| Sector | ↑ Win% | ↑ D1 | ↓ Win% | ↓ D1 |
|---|---|---|---|---|
| Technology | 78.34% (157) | +2.80% | 77.60% (183) | -2.48% |
| Consumer Cyclical | 75.80% (157) | +2.54% | 76.16% (172) | -2.39% |
| Industrials | 73.03% (152) | +1.25% | 76.84% (177) | -2.31% |
| Financial Services | 72.22% (144) | +1.20% | 66.23% (151) | -1.11% |
| Energy | 73.24% (142) | +2.58% | 63.70% (146) | -1.04% |
| Healthcare | 80.28% (142) | +3.14% | 69.23% (143) | -3.96% |
| Utilities | 74.60% (63) | +0.71% | 80.65% (62) | -2.02% |
| Basic Materials | 71.93% (57) | +1.52% | 82.54% (63) | -2.91% |
| Real Estate | 79.63% (54) | +1.36% | 72.31% (65) | -1.52% |
| Communication Services | 71.15% (52) | +1.68% | 76.79% (56) | -1.75% |
| Consumer Defensive | 67.39% (46) | +0.85% | 77.97% (59) | -3.57% |
Win Rate by Year
| Year | ↑ Win% | ↑ Calls | ↓ Win% | ↓ Calls |
|---|---|---|---|---|
| 2026 | 69.8% | 96 | 67.7% | 99 |
| 2025 | 74.8% | 127 | 73.0% | 122 |
| 2024 | 74.8% | 107 | 82.7% | 110 |
| 2023 | 76.3% | 76 | 75.7% | 103 |
| 2022 | 75.3% | 77 | 76.5% | 119 |
| 2021 | 79.0% | 105 | 69.5% | 82 |
| 2020 | 65.2% | 112 | 62.7% | 110 |
| 2019 | 79.2% | 77 | 69.9% | 83 |
| 2018 | 81.8% | 77 | 67.7% | 62 |
| 2017 | 82.1% | 56 | 84.1% | 63 |
Recent Calls
| Date | Ticker | Company | Sector | Action | Grade Change | PT | Gap | D1 |
|---|---|---|---|---|---|---|---|---|
| Aug 18, 2026 | ELVN | Enliven Therapeutics, Inc. | Healthcare | Initiates | Overweight | $78 | +0.4% | +0.9% |
| Aug 18, 2026 | LEU | Centrus Energy Corp. | Energy | Initiates | Equal Weight | $207 | -3.4% | -4.6% |
| Aug 14, 2026 | MUR | Murphy Oil Corporation | Energy | Downgrade | Equal Weight → Underweight | $34 | -0.1% | -0.6% |
| Aug 12, 2026 | AKZOY | — | — | Upgrade | Equal Weight → Overweight | — | +1.4% | +0.5% |
| Aug 11, 2026 | UAA | Under Armour, Inc. | Consumer Cyclical | Downgrade | Equal Weight → Underweight | $5 | -4.6% | -9.0% |
| Aug 11, 2026 | GAP | The Gap, Inc. | Consumer Cyclical | Downgrade | Overweight → Equal Weight | $20 | -2.4% | -2.6% |
| Aug 11, 2026 | ACVA | ACV Auctions Inc. | Consumer Cyclical | Downgrade | Equal Weight → Underweight | $8 | +13.2% | +0.0% |
| Aug 11, 2026 | ANF | Abercrombie & Fitch Co. | Consumer Cyclical | Upgrade | Underweight → Equal Weight | $114 | +1.2% | -0.5% |
| Aug 10, 2026 | STDN | — | — | Initiates | Overweight | $17 | — | — |
| Aug 10, 2026 | JHX | James Hardie Industries plc | Basic Materials | Upgrade | Equal Weight → Overweight | $35 | +1.3% | +0.7% |
| Aug 7, 2026 | RGNX | REGENXBIO Inc. | Healthcare | Downgrade | Overweight → Equal Weight | $12 | -2.0% | -5.0% |
| Aug 7, 2026 | ONT | — | — | Downgrade | Overweight → Equal Weight | $15 | -3.2% | +9.4% |
| Aug 6, 2026 | BDRFF | — | — | Downgrade | Equal Weight → Underweight | — | +1.9% | +1.9% |
| Aug 5, 2026 | PINS | Pinterest, Inc. | Communication Services | Reiterates | Equal Weight | $31 | -6.3% | -8.7% |
| Aug 5, 2026 | SNN | Smith & Nephew plc | Healthcare | Downgrade | Equal Weight → Underweight | — | -1.4% | -1.0% |
| Aug 3, 2026 | FIBK | First Interstate BancSystem, Inc. | Financial Services | Downgrade | Equal Weight → Underweight | $37 | -0.6% | +1.4% |
| Aug 3, 2026 | TCBI | Texas Capital Bancshares, Inc. | Financial Services | Upgrade | Underweight → Equal Weight | $100 | +0.8% | +2.5% |
| Jul 31, 2026 | AAPL | Apple Inc. | Technology | Reiterates | Underweight | $245 | -8.6% | -7.4% |
| Jul 31, 2026 | AMZN | Amazon.com, Inc. | Consumer Cyclical | Reiterates | Overweight | $365 | +12.5% | +15.3% |
| Jul 31, 2026 | EIX | Edison International | Utilities | Downgrade | Overweight → Equal Weight | $75 | -3.5% | -6.8% |
| Jul 28, 2026 | PGNY | Progyny, Inc. | Healthcare | Downgrade | Overweight → Equal Weight | $34 | -2.3% | -2.6% |
| Jul 27, 2026 | BUD | Anheuser-Busch InBev SA/NV | Consumer Defensive | Downgrade | Overweight → Equal Weight | — | -1.4% | -1.0% |
| Jul 23, 2026 | LVS | Las Vegas Sands Corp. | Consumer Cyclical | Reiterates | Overweight | $59 | -1.9% | +1.7% |
| Jul 23, 2026 | GOOG | Alphabet Inc. | Communication Services | Reiterates | Overweight | $425 | -5.9% | -6.9% |
| Jul 21, 2026 | KMX | CarMax, Inc. | Consumer Cyclical | Upgrade | Underweight → Equal Weight | $61 | +2.7% | +3.0% |