Guggenheim
Upgrade grade
C
Downgrade grade
A
Guggenheim Partners, founded in 1927 as Guggenheim Grenfell & Co, has evolved into a diversified global investment banking and research powerhouse with approximately $290 billion in assets under management. The firm maintains a substantial equity research platform with roughly 2,917 analyst rating calls tracked across US equities, demonstrating significant coverage depth and analytical breadth across the market. Guggenheim is particularly renowned for its expertise in technology, telecommunications, healthcare, and financial services sectors, where its analysts have built strong reputations for deep industry knowledge and differentiated insights. The firm has distinguished itself through a strong institutional client base and a research culture that emphasizes bottom-up fundamental analysis, complemented by its integrated investment banking relationships that provide proprietary perspective on corporate strategy and M&A trends.
Upgrades
361
70.91% win rate
· avg +2.01% D1
Downgrades
377
78.78% win rate
· avg -4.79% D1
Avg Gap — Upgrades
+2.23%
open vs prev close
Avg Gap — Downgrades
-4.19%
open vs prev close
Performance by Sector
| Sector | ↑ Win% | ↑ D1 | ↓ Win% | ↓ D1 |
|---|---|---|---|---|
| Healthcare | 73.44% (64) | +4.10% | 78.16% (87) | -11.36% |
| Utilities | 61.67% (60) | -0.00% | 86.27% (51) | -2.34% |
| Energy | 72.73% (55) | +1.82% | 78.43% (51) | -1.60% |
| Financial Services | 76.00% (50) | +1.50% | 74.51% (51) | -2.97% |
| Consumer Cyclical | 70.00% (30) | +3.85% | 87.23% (47) | -3.40% |
| Technology | 79.49% (39) | +1.66% | 69.70% (33) | -4.71% |
| Communication Services | 70.59% (34) | +1.96% | 76.47% (34) | -2.53% |
| Consumer Defensive | 42.86% (14) | -0.72% | — | — |
| Industrials | — | — | 83.33% (12) | -3.14% |
Win Rate by Year
| Year | ↑ Win% | ↑ Calls | ↓ Win% | ↓ Calls |
|---|---|---|---|---|
| 2026 | 92.9% | 14 | 70.0% | 20 |
| 2025 | 88.5% | 26 | 83.3% | 24 |
| 2024 | 53.6% | 28 | 76.3% | 38 |
| 2023 | 72.2% | 36 | 63.9% | 36 |
| 2022 | 66.7% | 30 | 88.9% | 27 |
| 2021 | 73.9% | 23 | 100.0% | 27 |
| 2020 | 52.0% | 50 | 66.7% | 39 |
| 2019 | 74.2% | 31 | 79.5% | 44 |
| 2018 | 73.7% | 19 | 88.5% | 26 |
| 2017 | 75.0% | 24 | 89.5% | 19 |
Recent Calls
| Date | Ticker | Company | Sector | Action | Grade Change | PT | Gap | D1 |
|---|---|---|---|---|---|---|---|---|
| Aug 18, 2026 | SCTX | — | — | Initiates | Buy | $50 | — | — |
| Aug 10, 2026 | SION | Sionna Therapeutics, Inc. | Healthcare | Downgrade | Buy → Neutral | — | -90.5% | -91.2% |
| Aug 7, 2026 | XPOF | Xponential Fitness, Inc. | Consumer Cyclical | Downgrade | Buy → Neutral | — | -22.2% | -20.9% |
| Aug 7, 2026 | TTD | The Trade Desk, Inc. | Technology | Downgrade | Buy → Neutral | $12 | -27.2% | -21.9% |
| Aug 7, 2026 | ROKU | Roku, Inc. | Communication Services | Downgrade | Buy → Neutral | $160 | +1.3% | +2.0% |
| Aug 5, 2026 | PINS | Pinterest, Inc. | Communication Services | Reiterates | Buy | $26 | -6.3% | -8.7% |
| Aug 4, 2026 | ARGX | argenx SE | Healthcare | Reiterates | Buy | $1185 | +1.2% | +1.7% |
| Aug 3, 2026 | SHW | The Sherwin-Williams Company | Basic Materials | Initiates | Buy | $400 | +2.3% | +3.9% |
| Jul 31, 2026 | PWR | Quanta Services, Inc. | Industrials | Upgrade | Neutral → Buy | $800 | +3.2% | +1.4% |
| Jul 23, 2026 | VEEV | Veeva Systems Inc. | Healthcare | Initiates | Buy | $232 | +1.4% | -2.7% |
| Jul 23, 2026 | TYL | Tyler Technologies, Inc. | Technology | Initiates | Buy | $440 | +1.6% | +1.4% |
| Jul 23, 2026 | IOT | Samsara Inc. | Technology | Initiates | Buy | $45 | +1.9% | -5.5% |
| Jul 23, 2026 | PCOR | Procore Technologies, Inc. | Technology | Initiates | Buy | $68 | +2.1% | -1.4% |
| Jul 23, 2026 | GWRE | Guidewire Software, Inc. | Technology | Initiates | Buy | $180 | +2.2% | -1.9% |
| Jul 23, 2026 | FRSH | Freshworks Inc. | Technology | Initiates | Buy | $25 | +2.1% | -2.9% |
| Jul 23, 2026 | ADSK | Autodesk, Inc. | Technology | Initiates | Buy | $245 | +1.0% | +0.9% |
| Jul 23, 2026 | APPF | AppFolio, Inc. | Technology | Initiates | Neutral | $232 | +2.4% | +1.1% |
| Jul 20, 2026 | ELOX | — | — | Initiates | Buy | $43 | +8.3% | -2.9% |
| Jul 15, 2026 | NXT | Nextpower Inc. | Technology | Upgrade | Neutral → Buy | $125 | +4.9% | +4.3% |
| Jul 15, 2026 | DLR | Digital Realty Trust, Inc. | Real Estate | Upgrade | Neutral → Buy | $200 | +1.0% | +1.7% |
| Jul 13, 2026 | BTSG | BrightSpring Health Services, Inc. Common Stock | Healthcare | Initiates | Buy | $81 | +0.6% | -2.5% |
| Jul 6, 2026 | PBLS | — | — | Initiates | Buy | $40 | +0.0% | -1.3% |
| Jul 6, 2026 | EROC | — | — | Initiates | Buy | $23 | +3.4% | -7.8% |
| Jul 1, 2026 | NOW | ServiceNow, Inc. | Technology | Upgrade | Neutral → Buy | $125 | +4.4% | +6.6% |
| Jul 1, 2026 | CRM | Salesforce, Inc. | Technology | Upgrade | Neutral → Buy | $228 | +3.5% | +4.2% |