BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener Research
Sign in Register
Ratings · Intelligence · Citigroup

Citigroup

20,289 total ratings · Since 2012 · View all ratings →
Upgrade grade
C
Downgrade grade
B
Citigroup traces its origins back to the First National City Bank, founded in 1812, though it took its current form following the 1998 merger of Citicorp and Travelers Group, creating a financial powerhouse that quickly became synonymous with global banking prominence. As one of the largest financial institutions in the world with operations spanning more than 160 countries, Citigroup commands significant influence in equity research through its extensive analyst network that has generated over 20,000 ratings calls on US equities in our database. The firm's research coverage spans virtually every major sector, though it has built particular strength in financial services, technology, healthcare, and energy, leveraging its relationships across its sprawling institutional banking business to maintain deep access to corporate management. What distinguishes Citigroup's research culture is its integration with one of Wall Street's most active trading platforms, giving its analysts real-time market feedback and allowing them to rapidly synthesize client trading activity into actionable insights, an advantage that has made Citi research both influential and closely watched by quantitative investors seeking edge in execution and timing.
Upgrades
1,470
72.11% win rate · avg +2.31% D1
Downgrades
1,534
74.19% win rate · avg -2.82% D1
Avg Gap — Upgrades
+2.16%
open vs prev close
Avg Gap — Downgrades
-2.73%
open vs prev close

Performance by Sector

Sector ↑ Win% ↑ D1 ↓ Win% ↓ D1
Financial Services 71.63% (215) +1.60% 69.41% (219) -1.46%
Consumer Cyclical 72.25% (191) +2.73% 70.27% (222) -2.33%
Healthcare 76.76% (185) +3.98% 79.60% (201) -5.64%
Technology 79.55% (176) +2.56% 74.49% (196) -3.88%
Energy 65.67% (134) +1.30% 71.62% (148) -1.86%
Basic Materials 68.75% (128) +1.97% 76.43% (140) -2.22%
Industrials 69.53% (128) +1.55% 69.37% (111) -2.02%
Communication Services 72.73% (88) +3.80% 87.50% (96) -4.24%
Consumer Defensive 78.41% (88) +1.88% 81.71% (82) -2.99%
Real Estate 61.63% (86) +0.98% 70.37% (81) -0.59%
Utilities 72.73% (44) +2.79% 66.67% (33) -1.91%

Win Rate by Year

Year ↑ Win% ↑ Calls ↓ Win% ↓ Calls
2026 73.1% 67 74.0% 77
2025 69.6% 158 75.6% 131
2024 71.3% 122 76.3% 139
2023 69.4% 111 75.5% 110
2022 65.8% 73 77.2% 127
2021 81.4% 102 82.5% 80
2020 70.9% 151 60.5% 114
2019 75.2% 105 73.9% 138
2018 67.5% 117 78.8% 85
2017 75.3% 93 77.0% 87

Recent Calls

Date Ticker Company Sector Action Grade Change PT Gap D1
Jul 1, 2026 LMT Lockheed Martin Corporation Industrials Upgrade Neutral Buy $582 +1.5% +2.4%
Jun 30, 2026 TFC Truist Financial Corporation Financial Services Downgrade Buy Neutral $54 -1.1% -1.5%
Jun 30, 2026 BKU BankUnited, Inc. Financial Services Downgrade Neutral Sell $45 -2.0% +0.1%
Jun 30, 2026 TCBI Texas Capital Bancshares, Inc. Financial Services Upgrade Sell Neutral $105 +0.9% +0.5%
Jun 29, 2026 WULF TeraWulf Inc. Financial Services Initiates Buy $36 +2.9% -1.0%
Jun 29, 2026 SSMR Initiates Buy $18 +1.3% +0.0%
Jun 29, 2026 INIO Initiates Neutral $42 +5.3% +2.8%
Jun 26, 2026 BDC Belden Inc. Technology Initiates Buy $150 -0.1% -1.5%
Jun 26, 2026 BAK Braskem S.A. Basic Materials Downgrade Neutral Sell -6.0% -7.1%
Jun 26, 2026 ALGT Allegiant Travel Company Industrials Upgrade Neutral Buy $156 +0.9% +5.5%
Jun 25, 2026 LRLCY Upgrade Neutral Buy +0.6% +0.3%
Jun 24, 2026 ECL Ecolab Inc. Basic Materials Reiterates Buy $330 +1.5% +2.8%
Jun 24, 2026 MAC The Macerich Company Real Estate Upgrade Neutral Buy $28 +2.4% +4.2%
Jun 23, 2026 SBRA Sabra Health Care REIT, Inc. Real Estate Downgrade Buy Neutral $19 -1.0% +2.0%
Jun 23, 2026 AHR American Healthcare REIT, Inc. Real Estate Upgrade Neutral Buy $55 +1.8% +3.2%
Jun 18, 2026 COST Costco Wholesale Corporation Consumer Defensive Reiterates Neutral $1020 -0.3% -1.5%
Jun 18, 2026 ALB Albemarle Corporation Basic Materials Upgrade Neutral Buy $225 +0.6% -3.7%
Jun 17, 2026 MU Micron Technology, Inc. Technology Reiterates Buy $1200 +4.0% +2.2%
Jun 17, 2026 FIG Figma, Inc. Technology Initiates Buy $36 +5.4% +3.7%
Jun 15, 2026 AME AMETEK, Inc. Industrials Initiates Neutral $257 +0.9% +1.5%
Jun 15, 2026 SAIA Saia, Inc. Industrials Downgrade Buy Neutral $524 +0.0% -1.8%
Jun 15, 2026 ODFL Old Dominion Freight Line, Inc. Industrials Downgrade Neutral Sell $228 -1.0% -3.4%
Jun 15, 2026 NU Nu Holdings Ltd. Financial Services Downgrade Buy Neutral $13 +1.2% +2.0%
Jun 15, 2026 KNX Knight-Swift Transportation Holdings Inc. Industrials Downgrade Buy Neutral $90 -0.8% -2.8%
Jun 15, 2026 CHRW C.H. Robinson Worldwide, Inc. Industrials Downgrade Buy Neutral $199 -0.8% -1.8%