Loop Capital
Upgrade grade
B
Downgrade grade
C
Loop Capital Markets was founded in 2007 by James Kimberly and Darren Stewart in Chicago, establishing itself as an independent investment bank focused on providing institutional clients with equity research and capital markets services. The firm has grown to become a respected mid-sized player in the financial services industry, with particular strength in serving institutional investors seeking differentiated research insights. Loop Capital's research team is known for deep expertise in sectors including consumer discretionary, technology, healthcare, and industrials, with a particular reputation for insightful analysis of companies in retail and e-commerce spaces. One distinctive aspect of Loop Capital's research culture is their emphasis on on-the-ground, boots-on-the-ground analysis and proprietary research methodologies, which has earned them credibility for contrarian calls and differentiated perspectives that often challenge consensus on major industry trends and individual company trajectories.
Upgrades
192
75.0% win rate
· avg +2.49% D1
Downgrades
195
73.33% win rate
· avg -2.73% D1
Avg Gap — Upgrades
+2.30%
open vs prev close
Avg Gap — Downgrades
-2.89%
open vs prev close
Performance by Sector
| Sector | ↑ Win% | ↑ D1 | ↓ Win% | ↓ D1 |
|---|---|---|---|---|
| Consumer Cyclical | 80.77% (52) | +3.00% | 60.78% (51) | -1.54% |
| Industrials | 77.78% (36) | +2.21% | 78.85% (52) | -2.61% |
| Technology | 75.61% (41) | +4.09% | 86.05% (43) | -5.73% |
| Communication Services | 60.00% (25) | +1.67% | 80.00% (20) | -0.80% |
| Basic Materials | 81.82% (22) | +1.47% | 64.71% (17) | -2.06% |
Win Rate by Year
| Year | ↑ Win% | ↑ Calls | ↓ Win% | ↓ Calls |
|---|---|---|---|---|
| 2025 | 58.3% | 24 | 80.0% | 25 |
| 2024 | 69.6% | 23 | 61.9% | 21 |
| 2023 | 82.1% | 28 | 88.9% | 27 |
| 2022 | 68.8% | 16 | 72.4% | 29 |
| 2021 | 71.4% | 28 | 65.2% | 23 |
| 2020 | 73.9% | 23 | 60.0% | 20 |
| 2019 | 100.0% | 16 | 73.1% | 26 |
| 2018 | 80.0% | 20 | — | — |
| 2017 | 70.0% | 10 | 80.0% | 10 |
Recent Calls
| Date | Ticker | Company | Sector | Action | Grade Change | PT | Gap | D1 |
|---|---|---|---|---|---|---|---|---|
| May 19, 2026 | CPAY | Corpay, Inc. | Technology | Initiates | Buy | $406 | +1.1% | -1.5% |
| May 15, 2026 | VRT | Vertiv Holdings Co | Industrials | Initiates | Buy | $500 | -3.2% | -1.4% |
| May 6, 2026 | BLD | TopBuild Corp. | Industrials | Downgrade | Buy → Hold | $485 | +1.7% | +2.4% |
| May 4, 2026 | FSV | FirstService Corporation | Real Estate | Initiates | Hold | $140 | +0.2% | -3.3% |
| Apr 29, 2026 | LGN | Legence Corp. Class A Common stock | Industrials | Initiates | Buy | $96 | +0.2% | +0.2% |
| Apr 29, 2026 | MXL | MaxLinear, Inc. | Technology | Upgrade | Hold → Buy | $75 | +5.2% | +29.8% |
| Apr 28, 2026 | WEX | WEX Inc. | Technology | Initiates | Buy | $195 | +1.7% | +2.3% |
| Feb 26, 2026 | TTD | The Trade Desk, Inc. | Technology | Downgrade | Buy → Hold | — | -16.1% | -4.8% |
| Feb 24, 2026 | QCOM | QUALCOMM Incorporated | Technology | Upgrade | Hold → Buy | — | +1.5% | +3.1% |
| Feb 13, 2026 | PINS | Pinterest, Inc. | Communication Services | Downgrade | Buy → Hold | — | -22.7% | -16.8% |
| Feb 10, 2026 | MNDY | monday.com Ltd. | Technology | Downgrade | Buy → Hold | — | -1.1% | -4.5% |
| Jan 28, 2026 | MLM | Martin Marietta Materials, Inc. | Basic Materials | Downgrade | Buy → Hold | — | -0.9% | +0.2% |
| Jan 22, 2026 | LCII | LCI Industries | Consumer Cyclical | Downgrade | Buy → Hold | — | -1.7% | -0.9% |
| Jan 13, 2026 | THO | Thor Industries, Inc. | Consumer Cyclical | Upgrade | Hold → Buy | — | +2.3% | +6.8% |
| Dec 22, 2025 | OLLI | Ollie's Bargain Outlet Holdings, Inc. | Consumer Defensive | Upgrade | Hold → Buy | — | +2.3% | +2.3% |
| Dec 22, 2025 | CWAN | Clearwater Analytics Holdings, Inc. | Technology | Downgrade | Buy → Hold | — | +8.4% | +8.1% |
| Dec 2, 2025 | AAPL | Apple Inc. | Technology | Maintains | Buy → Buy | — | -0.0% | +1.1% |
| Nov 18, 2025 | GOOGL | Alphabet Inc. | Communication Services | Upgrade | Hold → Buy | — | +1.0% | -0.3% |
| Nov 14, 2025 | SHAK | Shake Shack Inc. | Consumer Cyclical | Upgrade | Hold → Buy | — | +1.1% | +0.3% |
| Nov 12, 2025 | CRWV | CoreWeave, Inc. Class A Common Stock | Technology | Maintains | Buy → Buy | — | +3.8% | -3.3% |
| Nov 12, 2025 | ARM | Arm Holdings plc American Depositary Shares | Technology | Maintains | Buy → Buy | — | +0.9% | -0.7% |
| Nov 10, 2025 | WDC | Western Digital Corporation | Technology | Maintains | Buy → Buy | — | +4.3% | +6.9% |
| Nov 10, 2025 | STX | Seagate Technology Holdings plc | Technology | Maintains | Buy → Buy | — | +4.1% | +5.2% |
| Nov 3, 2025 | NVDA | NVIDIA Corporation | Technology | Maintains | Buy → Buy | — | +2.8% | +2.2% |
| Oct 20, 2025 | AAPL | Apple Inc. | Technology | Upgrade | Hold → Buy | — | +1.4% | +3.9% |