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 | — | — | 66.7% | 12 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| May 19, 2026 | XE | X-Energy, Inc. Class A Common Stock | Industrials | Initiates | Buy | $57 | +2.9% | +4.6% |
| May 19, 2026 | STUB | StubHub Holdings, Inc. | Technology | Upgrade | Neutral → Buy | $12 | +5.7% | +2.3% |
| May 18, 2026 | YSWY | Yesway, Inc. | — | Initiates | Buy | $30 | -2.4% | -2.2% |
| May 13, 2026 | DT | Dynatrace, Inc. | Technology | Downgrade | Buy → Neutral | — | -14.5% | -11.4% |
| May 13, 2026 | MTZ | MasTec, Inc. | Industrials | Upgrade | Neutral → Buy | $480 | +2.6% | +0.8% |
| May 12, 2026 | ELVN | Enliven Therapeutics, Inc. | Healthcare | Initiates | Buy | $80 | +2.7% | +6.8% |
| May 11, 2026 | CHRS | Coherus Oncology, Inc. | Healthcare | Initiates | Buy | $12 | +8.0% | +11.4% |
| May 11, 2026 | BCAX | Bicara Therapeutics Inc. Common Stock | Healthcare | Initiates | Buy | $42 | -0.4% | +1.5% |
| May 8, 2026 | ENGN | enGene Holdings Inc. | Healthcare | Downgrade | Buy → Neutral | — | -0.6% | -12.8% |
| May 7, 2026 | PTLO | Portillo's Inc. | Consumer Cyclical | Downgrade | Buy → Neutral | — | -2.7% | -2.9% |
| May 5, 2026 | ACRS | Aclaris Therapeutics, Inc. | Healthcare | Initiates | Buy | $12 | +4.2% | +4.9% |
| May 1, 2026 | FND | Floor & Decor Holdings, Inc. | Consumer Cyclical | Maintains | Buy → Buy | — | -0.2% | +4.5% |
| May 1, 2026 | W | Wayfair Inc. | Consumer Cyclical | Maintains | Buy → Buy | — | -0.0% | +2.5% |
| May 1, 2026 | THC | Tenet Healthcare Corporation | Healthcare | Maintains | Buy → Buy | — | +1.1% | +3.5% |
| May 1, 2026 | ROKU | Roku, Inc. | Communication Services | Maintains | Buy → Buy | — | +7.7% | +6.0% |
| May 1, 2026 | CMG | Chipotle Mexican Grill, Inc. | Consumer Cyclical | Maintains | Neutral → Neutral | — | +0.0% | -3.0% |
| May 1, 2026 | REGN | Regeneron Pharmaceuticals, Inc. | Healthcare | Maintains | Buy → Buy | — | -0.6% | -0.8% |
| May 1, 2026 | ABBV | AbbVie Inc. | Healthcare | Maintains | Buy → Buy | — | -0.2% | -2.2% |
| Apr 30, 2026 | ETSY | Etsy, Inc. | Consumer Cyclical | Maintains | Buy → Buy | — | -3.2% | -7.6% |
| Apr 30, 2026 | CTSH | Cognizant Technology Solutions Corporation | Technology | Maintains | Buy → Buy | — | -0.3% | -3.3% |
| Apr 30, 2026 | BIIB | Biogen Inc. | Healthcare | Maintains | Buy → Buy | — | -0.2% | -2.6% |
| Apr 30, 2026 | HUM | Humana Inc. | Healthcare | Maintains | Buy → Buy | — | -0.1% | -2.7% |
| 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 30, 2026 | GOOGL | Alphabet Inc. | Communication Services | Maintains | Buy → Buy | — | +6.9% | +10.0% |