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 | 69.4% | 85 | 65.3% | 72 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Jul 2, 2026 | DAN | Dana Incorporated | Consumer Cyclical | Downgrade | Overweight → Equal Weight | $33 | -1.6% | -5.0% |
| Jun 30, 2026 | ZWS | Zurn Elkay Water Solutions Corporation | Industrials | Initiates | Overweight | $59 | +2.0% | +1.2% |
| Jun 30, 2026 | MWA | Mueller Water Products, Inc. | Industrials | Initiates | Underweight | $25 | -1.8% | -1.0% |
| Jun 30, 2026 | HWKN | Hawkins, Inc. | Basic Materials | Initiates | Equal Weight | $170 | -1.6% | +0.5% |
| Jun 30, 2026 | WTS | Watts Water Technologies, Inc. | Industrials | Upgrade | Equal Weight → Overweight | $414 | +2.9% | +9.1% |
| Jun 29, 2026 | GNRC | Generac Holdings Inc. | Industrials | Reiterates | Equal Weight | $285 | +0.1% | +1.9% |
| Jun 29, 2026 | LFTO | — | — | Initiates | Overweight | $34 | +2.0% | -7.0% |
| Jun 29, 2026 | STM | STMicroelectronics N.V. | Technology | Upgrade | Underweight → Equal Weight | — | +1.8% | +4.7% |
| Jun 25, 2026 | BF.B | Brown-Forman Corporation Class B | Industrials | Downgrade | Overweight → Equal Weight | $27 | — | — |
| Jun 25, 2026 | KDP | Keurig Dr Pepper Inc. | Consumer Defensive | Upgrade | Equal Weight → Overweight | $36 | +1.3% | +3.6% |
| Jun 24, 2026 | SABS | SAB Biotherapeutics, Inc. | Healthcare | Initiates | Overweight | $13 | +3.9% | -0.8% |
| Jun 23, 2026 | TELNY | — | — | Downgrade | Equal Weight → Underweight | — | -1.8% | -1.3% |
| Jun 22, 2026 | DCH | Dauch Corporation | Industrials | Reiterates | Equal Weight | $8 | -1.1% | -2.4% |
| Jun 22, 2026 | DAR | Darling Ingredients Inc. | Consumer Defensive | Initiates | Equal Weight | $58 | +0.8% | -0.9% |
| Jun 22, 2026 | VC | Visteon Corporation | Consumer Cyclical | Upgrade | Equal Weight → Overweight | $145 | +8.1% | +5.4% |
| Jun 18, 2026 | OCTV | — | — | Initiates | Equal Weight | $18 | -1.0% | +0.4% |
| Jun 18, 2026 | INDV | Indivior Pharmaceuticals Inc | Healthcare | Initiates | Overweight | $46 | +1.6% | +1.0% |
| Jun 18, 2026 | QURE | uniQure N.V. | Healthcare | Upgrade | Equal Weight → Overweight | $65 | +1.5% | -3.9% |
| Jun 18, 2026 | ENPH | Enphase Energy, Inc. | Energy | Upgrade | Underweight → Equal Weight | $51 | +5.5% | +9.4% |
| Jun 15, 2026 | AIIR | — | — | Initiates | Overweight | $9 | +4.6% | +1.9% |
| Jun 12, 2026 | AIIR | — | — | Initiates | Overweight | $9 | +1.0% | -1.4% |
| Jun 12, 2026 | TRV | The Travelers Companies, Inc. | Financial Services | Downgrade | Equal Weight → Underweight | $295 | -0.9% | +0.2% |
| Jun 11, 2026 | VOD | Vodafone Group Public Limited Company | Communication Services | Downgrade | Overweight → Equal Weight | — | +0.4% | +1.4% |
| Jun 10, 2026 | OSCR | Oscar Health, Inc. | Healthcare | Upgrade | Equal Weight → Overweight | $35 | +5.8% | +2.3% |
| Jun 9, 2026 | WYFI | WhiteFiber, Inc. Ordinary Shares | Technology | Initiates | Equal Weight | $27 | +2.4% | -0.5% |