Evercore ISI
Upgrade grade
C
Downgrade grade
C
Evercore ISI was formed in 2010 through the merger of Evercore Partners' institutional equity research division with the independent research firm ISI Group, creating one of Wall Street's most respected independent research platforms. As a premier independent equity research and institutional advisory firm, Evercore ISI maintains substantial scale with nearly 6,000 analyst ratings on US equities, serving major institutional investors, hedge funds, and corporate clients globally. The firm is particularly recognized for deep expertise across technology, healthcare, financial services, and consumer sectors, with a reputation for contrarian thinking and rigorous fundamental analysis that often challenges consensus market views. What distinguishes Evercore ISI is its genuine independence from investment banking pressures—unlike traditional sell-side research operations, the firm's research division operates with significant editorial autonomy, allowing analysts to express views that may diverge from banking relationships, which has earned them particular credibility among sophisticated institutional investors seeking unbiased perspective.
Upgrades
733
73.26% win rate
· avg +1.67% D1
Downgrades
734
73.3% win rate
· avg -2.90% D1
Avg Gap — Upgrades
+1.80%
open vs prev close
Avg Gap — Downgrades
-2.77%
open vs prev close
Performance by Sector
| Sector | ↑ Win% | ↑ D1 | ↓ Win% | ↓ D1 |
|---|---|---|---|---|
| Real Estate | 78.26% (161) | +0.96% | 62.50% (160) | -0.69% |
| Consumer Cyclical | 73.86% (88) | +2.75% | 77.67% (103) | -2.84% |
| Industrials | 79.27% (82) | +1.84% | 82.83% (99) | -2.69% |
| Financial Services | 64.94% (77) | +1.19% | 73.61% (72) | -1.95% |
| Technology | 75.64% (78) | +1.84% | 86.96% (69) | -5.59% |
| Healthcare | 73.97% (73) | +2.83% | 72.22% (72) | -7.29% |
| Utilities | 66.07% (56) | +0.07% | 83.33% (42) | -2.04% |
| Energy | 71.74% (46) | +3.71% | 52.94% (51) | -0.73% |
| Communication Services | 58.97% (39) | +0.60% | 86.84% (38) | -6.55% |
| Consumer Defensive | 77.78% (18) | +0.56% | 82.35% (17) | -2.95% |
| Basic Materials | 81.82% (11) | +2.48% | 20.00% (10) | +1.01% |
Win Rate by Year
| Year | ↑ Win% | ↑ Calls | ↓ Win% | ↓ Calls |
|---|---|---|---|---|
| 2026 | 66.7% | 24 | 57.1% | 28 |
| 2025 | 82.9% | 41 | 64.9% | 57 |
| 2024 | 76.4% | 55 | 77.6% | 58 |
| 2023 | 85.5% | 55 | 77.3% | 66 |
| 2022 | 66.7% | 60 | 74.7% | 75 |
| 2021 | 73.5% | 98 | 73.0% | 63 |
| 2020 | 58.0% | 88 | 66.2% | 65 |
| 2019 | 70.7% | 58 | 82.8% | 58 |
| 2018 | 71.2% | 59 | 86.8% | 53 |
| 2017 | 77.8% | 45 | 68.5% | 54 |
Recent Calls
| Date | Ticker | Company | Sector | Action | Grade Change | PT | Gap | D1 |
|---|---|---|---|---|---|---|---|---|
| May 19, 2026 | DELL | Dell Technologies Inc. | Technology | Reiterates | Outperform | $270 | -1.6% | -1.2% |
| May 18, 2026 | FFIV | F5, Inc. | Technology | Upgrade | In-line → Outperform | $475 | +3.5% | +4.7% |
| May 15, 2026 | BIIB | Biogen Inc. | Healthcare | Reiterates | Outperform | — | +0.2% | +0.8% |
| May 15, 2026 | SJM | The J. M. Smucker Company | Consumer Defensive | Initiates | Outperform | $117 | -0.1% | +0.3% |
| May 15, 2026 | DVN | Devon Energy Corporation | Energy | Initiates | In-line | $54 | +1.4% | +4.8% |
| May 15, 2026 | FRMI | Fermi Inc. Common Stock | Utilities | Downgrade | Outperform → In-line | $11 | -9.6% | -11.7% |
| May 12, 2026 | STX | Seagate Technology Holdings plc | Technology | Reiterates | Outperform | $1000 | -2.3% | -3.0% |
| May 12, 2026 | KLRA | Kailera Therapeutics, Inc. | Healthcare | Initiates | Outperform | — | +2.1% | -2.7% |
| May 12, 2026 | BNTC | Benitec Biopharma Inc. | Healthcare | Initiates | Outperform | $25 | -0.1% | -2.0% |
| May 11, 2026 | DOC | Healthpeak Properties, Inc. | Real Estate | Downgrade | Outperform → In-line | $21 | -0.5% | +0.6% |
| May 8, 2026 | MNST | Monster Beverage Corporation | Consumer Defensive | Reiterates | Outperform | $95 | +11.2% | +13.6% |
| May 4, 2026 | BDX | Becton, Dickinson and Company | Healthcare | Reiterates | Outperform | $180 | -0.2% | -2.0% |
| May 1, 2026 | NVCR | NovoCure Limited | Healthcare | Maintains | Outperform → Outperform | — | +1.8% | +9.3% |
| May 1, 2026 | SAM | The Boston Beer Company, Inc. | Consumer Defensive | Maintains | In Line → In Line | — | -10.3% | -9.6% |
| May 1, 2026 | IRTC | iRhythm Technologies, Inc. | Healthcare | Maintains | Outperform → Outperform | — | -1.8% | -6.5% |
| May 1, 2026 | SKT | Tanger Inc. | Real Estate | Maintains | In Line → In Line | — | -2.0% | -2.0% |
| May 1, 2026 | FND | Floor & Decor Holdings, Inc. | Consumer Cyclical | Maintains | In Line → In Line | — | -0.2% | +4.5% |
| May 1, 2026 | SNDR | Schneider National, Inc. | Industrials | Maintains | In Line → In Line | — | +7.2% | +1.2% |
| May 1, 2026 | KEX | Kirby Corporation | Industrials | Maintains | Outperform → Outperform | — | -0.3% | -2.2% |
| May 1, 2026 | W | Wayfair Inc. | Consumer Cyclical | Maintains | Outperform → Outperform | — | -0.0% | +2.5% |
| May 1, 2026 | SIRI | Sirius XM Holdings Inc. | Communication Services | Maintains | In Line → In Line | — | +1.2% | +1.0% |
| May 1, 2026 | CLX | The Clorox Company | Consumer Defensive | Maintains | Underperform → Underperform | — | -5.7% | -9.7% |
| May 1, 2026 | CPT | Camden Property Trust | Real Estate | Maintains | In Line → In Line | — | +1.0% | -0.5% |
| May 1, 2026 | SAIA | Saia, Inc. | Industrials | Maintains | In Line → In Line | — | +1.2% | -1.7% |
| May 1, 2026 | UDR | UDR, Inc. | Real Estate | Maintains | Outperform → Outperform | — | +0.5% | +0.1% |