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 | 87.5% | 16 | 70.8% | 24 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Sep 28, 2026 | KRSA | — | — | Initiates | Buy | $70 | +4.8% | -0.5% |
| Sep 25, 2026 | ENTX | Entera Bio Ltd. | Healthcare | Initiates | Buy | $11 | +3.9% | -1.8% |
| Sep 23, 2026 | DPZ | Domino's Pizza, Inc. | Consumer Cyclical | Reiterates | Neutral | $325 | +0.0% | -0.2% |
| Sep 23, 2026 | EDIT | Editas Medicine, Inc. | Healthcare | Upgrade | Neutral → Buy | $5 | +6.8% | -7.9% |
| Sep 18, 2026 | ACN | Accenture plc | Technology | Downgrade | Buy → Neutral | — | -0.9% | -4.7% |
| Sep 17, 2026 | LYFT | Lyft, Inc. | Technology | Downgrade | Buy → Neutral | $16 | -1.7% | -1.2% |
| Sep 16, 2026 | TRAX | First Tracks Biotherapeutics Inc | Healthcare | Initiates | Buy | $100 | +4.6% | +1.4% |
| Sep 16, 2026 | FTH | — | — | Initiates | Buy | $70 | +3.4% | -3.2% |
| Sep 15, 2026 | YSS | York Space Systems, Inc. | Technology | Initiates | Neutral | — | -0.1% | +0.8% |
| Sep 15, 2026 | WWD | Woodward, Inc. | Industrials | Initiates | Buy | $404 | +1.4% | -1.6% |
| Sep 15, 2026 | VSEC | VSE Corporation | Industrials | Initiates | Neutral | — | -1.3% | -5.1% |
| Sep 15, 2026 | TDG | TransDigm Group Incorporated | Industrials | Initiates | Neutral | — | +0.2% | -2.4% |
| Sep 15, 2026 | SARO | StandardAero, Inc. | Industrials | Initiates | Neutral | — | -0.2% | -1.4% |
| Sep 15, 2026 | RDW | Redwire Corporation | Industrials | Initiates | Neutral | — | -1.5% | +2.5% |
| Sep 15, 2026 | RBC | RBC Bearings Incorporated | Industrials | Initiates | Buy | $600 | +1.1% | +1.0% |
| Sep 15, 2026 | NOC | Northrop Grumman Corporation | Industrials | Initiates | Buy | $612 | +0.4% | +0.7% |
| Sep 15, 2026 | MOG.A | Moog Inc. | Industrials | Initiates | Neutral | — | — | — |
| Sep 15, 2026 | MRCY | Mercury Systems, Inc. | Industrials | Initiates | Buy | $115 | +1.2% | +7.4% |
| Sep 15, 2026 | DRS | Leonardo DRS, Inc. | Industrials | Initiates | Buy | $51 | +2.0% | +2.7% |
| Sep 15, 2026 | LHX | L3Harris Technologies, Inc. | Industrials | Initiates | Buy | $365 | +1.2% | +0.3% |
| Sep 15, 2026 | KTOS | Kratos Defense & Security Solutions, Inc. | Industrials | Initiates | Buy | $74 | +2.3% | +0.1% |
| Sep 15, 2026 | KRMN | Karman Holdings Inc. | Industrials | Initiates | Buy | $63 | +2.6% | +7.9% |
| Sep 15, 2026 | HWM | Howmet Aerospace Inc. | Industrials | Initiates | Buy | $350 | +2.0% | -1.1% |
| Sep 15, 2026 | HXL | Hexcel Corporation | Industrials | Initiates | Buy | $120 | +1.6% | +0.4% |
| Sep 15, 2026 | HEI | HEICO Corporation | Industrials | Initiates | Neutral | — | +0.2% | -2.3% |