Benchmark
Upgrade grade
B
Downgrade grade
C
Benchmark Company was founded in 1989 and has established itself as a focused and independent investment bank headquartered in New York. The firm maintains a lean but impactful research operation, having issued approximately 3,651 analyst ratings calls across US equities in tracked databases, reflecting their selective approach to coverage. Benchmark has built particular expertise and reputation in technology, telecommunications, and Internet sectors, where their analysts have become known for deep industry knowledge and contrarian perspectives that often differentiate their calls from broader Wall Street consensus. What distinguishes Benchmark's research culture is their reputation for intellectual rigor and willingness to challenge consensus views, with the firm cultivating an environment where analysts are encouraged to develop independent theses rather than simply follow the herd, a philosophy that has attracted investors seeking differentiated insights during both bull and bear markets.
Upgrades
156
75.0% win rate
· avg +4.10% D1
Downgrades
182
71.43% win rate
· avg -4.24% D1
Avg Gap — Upgrades
+3.53%
open vs prev close
Avg Gap — Downgrades
-3.80%
open vs prev close
Performance by Sector
| Sector | ↑ Win% | ↑ D1 | ↓ Win% | ↓ D1 |
|---|---|---|---|---|
| Technology | 71.93% (57) | +3.85% | 70.83% (48) | -4.67% |
| Healthcare | 70.37% (27) | +4.11% | 69.23% (39) | -2.79% |
| Consumer Cyclical | 88.46% (26) | +7.19% | 70.37% (27) | -5.85% |
| Communication Services | 66.67% (21) | +2.52% | 83.33% (30) | -5.99% |
| Industrials | 83.33% (12) | +3.27% | 62.50% (16) | -0.48% |
| Energy | 70.00% (10) | +1.56% | 60.00% (15) | +1.31% |
Win Rate by Year
| Year | ↑ Win% | ↑ Calls | ↓ Win% | ↓ Calls |
|---|---|---|---|---|
| 2026 | 80.0% | 10 | 41.7% | 12 |
| 2025 | 66.7% | 18 | 64.7% | 17 |
| 2024 | — | — | 88.0% | 25 |
| 2023 | 66.7% | 30 | 70.6% | 17 |
| 2022 | — | — | 61.5% | 26 |
| 2021 | 80.0% | 15 | 40.0% | 15 |
| 2020 | 73.1% | 26 | 83.3% | 24 |
| 2018 | 84.6% | 13 | — | — |
Recent Calls
| Date | Ticker | Company | Sector | Action | Grade Change | PT | Gap | D1 |
|---|---|---|---|---|---|---|---|---|
| May 1, 2026 | SMSI | Smith Micro Software, Inc. | Technology | Maintains | Buy → Buy | — | +0.2% | -3.2% |
| May 1, 2026 | PATK | Patrick Industries, Inc. | Consumer Cyclical | Maintains | Buy → Buy | — | +0.1% | -4.4% |
| May 1, 2026 | UFPI | UFP Industries, Inc. | Basic Materials | Maintains | Buy → Buy | — | -0.4% | -4.8% |
| May 1, 2026 | BLDR | Builders FirstSource, Inc. | Industrials | Maintains | Buy → Buy | — | +0.9% | -4.3% |
| May 1, 2026 | SAIA | Saia, Inc. | Industrials | Maintains | Buy → Buy | — | +1.2% | -1.7% |
| May 1, 2026 | RIVN | Rivian Automotive, Inc. | Consumer Cyclical | Maintains | Buy → Buy | — | -5.0% | -8.4% |
| May 1, 2026 | ROKU | Roku, Inc. | Communication Services | Maintains | Buy → Buy | — | +7.7% | +6.0% |
| May 1, 2026 | XPO | XPO Logistics, Inc. | Industrials | Maintains | Buy → Buy | — | +1.1% | -2.2% |
| Apr 30, 2026 | CHEF | The Chefs' Warehouse, Inc. | Consumer Defensive | Maintains | Buy → Buy | — | +1.5% | +2.5% |
| Apr 30, 2026 | RRR | Red Rock Resorts, Inc. | Consumer Cyclical | Maintains | Buy → Buy | — | -3.5% | -3.7% |
| Apr 30, 2026 | PINS | Pinterest, Inc. | Communication Services | Maintains | Buy → Buy | — | -0.8% | -0.4% |
| Apr 30, 2026 | QCOM | QUALCOMM Incorporated | Technology | Maintains | Buy → Buy | — | +10.3% | +15.1% |
| Apr 30, 2026 | AMZN | Amazon.com, Inc. | Consumer Cyclical | Maintains | Buy → Buy | — | +3.9% | +0.8% |
| Apr 30, 2026 | MSFT | Microsoft Corporation | Technology | Maintains | Buy → Buy | — | -3.2% | -3.9% |
| Apr 29, 2026 | NEO | NeoGenomics, Inc. | Healthcare | Upgrade | Hold → Buy | — | +13.6% | -0.7% |
| Apr 29, 2026 | PRCH | Porch Group, Inc. | Technology | Maintains | Buy → Buy | — | +17.6% | +17.9% |
| Apr 29, 2026 | SRAD | Sportradar Group AG | Technology | Maintains | Buy → Buy | — | +0.4% | +2.2% |
| Apr 29, 2026 | RSI | Rush Street Interactive, Inc. | Consumer Cyclical | Maintains | Buy → Buy | — | +19.3% | +16.6% |
| Apr 29, 2026 | SPOT | Spotify Technology S.A. | Communication Services | Maintains | Buy → Buy | — | -0.0% | +2.2% |
| Apr 28, 2026 | DPZ | Domino's Pizza, Inc. | Consumer Cyclical | Maintains | Buy → Buy | — | +0.9% | +1.5% |
| Apr 28, 2026 | GDDY | GoDaddy Inc. | Technology | Maintains | Buy → Buy | — | +1.3% | +1.1% |
| Apr 28, 2026 | MSFT | Microsoft Corporation | Technology | Maintains | Buy → Buy | — | -0.1% | +1.0% |
| Apr 27, 2026 | LION | Lionsgate Studios Corp. | Communication Services | Maintains | Buy → Buy | — | +9.4% | +7.1% |
| Apr 24, 2026 | APPF | AppFolio, Inc. | Technology | Maintains | Buy → Buy | — | +9.6% | +11.2% |
| Apr 24, 2026 | UNP | Union Pacific Corporation | Industrials | Maintains | Buy → Buy | — | +0.6% | -0.9% |