Jefferies
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Jefferies Group, founded in 1962 as a boutique securities firm by Boyd Jefferies, has grown into one of Wall Street's most respected independent investment banks and research powerhouses. Today the firm operates with a global footprint and has established itself as a significant player in equity research with approximately 11,042 analyst ratings calls covering US equities in our database. Jefferies is particularly renowned for deep expertise across technology, healthcare, and telecommunications sectors, where their analysts have built strong reputations for contrarian insights and detailed fundamental analysis. The firm has maintained a distinctive research culture centered on intellectual independence and high-conviction calls, often willing to challenge consensus views when their analysis warrants it, which has earned them a loyal following among institutional investors who value original thinking over groupthink.
Upgrades
1,172
80.97% win rate
· avg +3.09% D1
Downgrades
1,203
78.3% win rate
· avg -3.74% D1
Avg Gap — Upgrades
+2.40%
open vs prev close
Avg Gap — Downgrades
-3.22%
open vs prev close
Performance by Sector
| Sector | ↑ Win% | ↑ D1 | ↓ Win% | ↓ D1 |
|---|---|---|---|---|
| Healthcare | 82.38% (193) | +5.91% | 79.91% (224) | -7.46% |
| Consumer Cyclical | 80.11% (176) | +2.92% | 74.61% (193) | -3.17% |
| Technology | 86.13% (137) | +3.90% | 75.59% (127) | -4.49% |
| Industrials | 83.78% (111) | +3.17% | 83.33% (120) | -2.79% |
| Energy | 71.90% (121) | +2.30% | 74.76% (103) | -2.55% |
| Real Estate | 85.85% (106) | +1.24% | 77.68% (112) | -0.97% |
| Financial Services | 78.49% (93) | +1.77% | 80.85% (94) | -3.43% |
| Consumer Defensive | 83.78% (74) | +2.83% | 77.46% (71) | -4.37% |
| Basic Materials | 84.06% (69) | +2.69% | 80.00% (60) | -2.53% |
| Utilities | 73.58% (53) | +1.23% | 82.69% (52) | -1.79% |
| Communication Services | 75.68% (37) | +1.11% | 80.95% (42) | -1.35% |
Win Rate by Year
| Year | ↑ Win% | ↑ Calls | ↓ Win% | ↓ Calls |
|---|---|---|---|---|
| 2026 | 84.4% | 45 | 68.5% | 54 |
| 2025 | 82.1% | 151 | 69.5% | 131 |
| 2024 | 86.4% | 132 | 77.9% | 113 |
| 2023 | 77.2% | 92 | 81.8% | 121 |
| 2022 | 80.3% | 66 | 84.2% | 114 |
| 2021 | 89.4% | 94 | 78.6% | 56 |
| 2020 | 73.6% | 110 | 75.6% | 86 |
| 2019 | 77.8% | 45 | 74.7% | 75 |
| 2018 | 80.5% | 87 | 84.7% | 59 |
| 2017 | 73.7% | 76 | 88.2% | 68 |
Recent Calls
| Date | Ticker | Company | Sector | Action | Grade Change | PT | Gap | D1 |
|---|---|---|---|---|---|---|---|---|
| May 20, 2026 | SABS | SAB Biotherapeutics, Inc. | Healthcare | Initiates | Buy | $11 | — | — |
| May 20, 2026 | CHRW | C.H. Robinson Worldwide, Inc. | Industrials | Upgrade | Hold → Buy | $200 | — | — |
| May 19, 2026 | FATE | Fate Therapeutics, Inc. | Healthcare | Reiterates | Buy | — | -1.7% | +9.2% |
| May 19, 2026 | XE | X-Energy, Inc. Class A Common Stock | Industrials | Initiates | Hold | $28 | +2.9% | +4.6% |
| May 18, 2026 | MBLY | Mobileye Global Inc. | Consumer Cyclical | Initiates | Underperform | $8 | -4.0% | -6.8% |
| May 14, 2026 | TNGX | Tango Therapeutics, Inc. | Healthcare | Downgrade | Buy → Hold | $27 | -7.8% | -2.5% |
| May 14, 2026 | DOCS | Doximity, Inc. | Healthcare | Downgrade | Buy → Hold | $19 | -21.9% | -23.0% |
| May 14, 2026 | WULF | TeraWulf Inc. | Financial Services | Initiates | Buy | $28 | +0.9% | +4.5% |
| May 14, 2026 | RIOT | Riot Platforms, Inc. | Financial Services | Initiates | Hold | $24 | +0.0% | -1.2% |
| May 14, 2026 | HUT | Hut 8 Corp. | Financial Services | Initiates | Buy | $156 | +0.1% | +1.0% |
| May 14, 2026 | CIFR | Cipher Mining Inc. | Financial Services | Initiates | Buy | $32 | +1.3% | +4.9% |
| May 12, 2026 | KLRA | Kailera Therapeutics, Inc. | Healthcare | Initiates | Buy | $48 | +2.1% | -2.7% |
| May 12, 2026 | AVEX | Aevex Corp. | Industrials | Initiates | Buy | $32 | +5.6% | +15.3% |
| May 11, 2026 | ARXS | Arxis, Inc. Class A Common Stock | Industrials | Initiates | Buy | $42 | +0.9% | +9.9% |
| May 8, 2026 | DVN | Devon Energy Corporation | Energy | Upgrade | Hold → Buy | $62 | +1.5% | +0.7% |
| May 7, 2026 | QDEL | QuidelOrtho Corporation | Healthcare | Downgrade | Buy → Hold | $12 | -1.4% | -1.7% |
| May 7, 2026 | KMT | Kennametal Inc. | Industrials | Downgrade | Buy → Hold | $48 | -0.8% | -3.6% |
| May 7, 2026 | AGL | Agilon Health, Inc. | Healthcare | Upgrade | Hold → Buy | $48 | +56.5% | +117.8% |
| May 6, 2026 | IAC | IAC InterActive Corp. | Technology | Downgrade | Buy → Hold | $44 | -1.5% | +2.2% |
| May 5, 2026 | VSEC | VSE Corporation | Industrials | Reiterates | Buy | $210 | +2.4% | +5.5% |
| May 5, 2026 | ACET | Adicet Bio, Inc. | Healthcare | Reiterates | Buy | $19 | +1.9% | +0.7% |
| May 4, 2026 | CMPS | COMPASS Pathways plc | Healthcare | Initiates | Buy | $18 | +1.8% | +5.7% |
| May 1, 2026 | MGM | MGM Resorts International | Consumer Cyclical | Downgrade | Buy → Hold | — | -0.6% | -1.1% |
| May 1, 2026 | MGM | MGM Resorts International | Consumer Cyclical | Reiterates | Hold | $44 | -0.6% | -1.1% |
| May 1, 2026 | RMIX | Suncrete, Inc. Class A Common Stock | — | Initiates | Buy | $19 | +1.3% | +8.4% |