Rafferty
Upgrade grade
D
Downgrade grade
D
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Upgrades
10
70.0% win rate
· avg +1.20% D1
Downgrades
14
50.0% win rate
· avg -0.13% D1
Avg Gap — Upgrades
+0.66%
open vs prev close
Avg Gap — Downgrades
-0.23%
open vs prev close
Performance by Sector
| Sector | ↑ Win% | ↑ D1 | ↓ Win% | ↓ D1 |
|---|---|---|---|---|
| Financial Services | 70.00% (10) | +1.20% | 50.00% (14) | -0.13% |
Win Rate by Year
| Year | ↑ Win% | ↑ Calls | ↓ Win% | ↓ Calls |
|---|
Recent Calls
| Date | Ticker | Company | Sector | Action | Grade Change | PT | Gap | D1 |
|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | AVNW | Aviat Networks, Inc. | Technology | Initiates | Buy | $36 | +4.1% | +7.1% |
| Apr 18, 2017 | GS | The Goldman Sachs Group, Inc. | Financial Services | Downgrade | Buy → Hold | — | -3.1% | -4.7% |
| Apr 12, 2017 | WFC | Wells Fargo & Company | Financial Services | Downgrade | Hold → Sell | — | -0.4% | -1.9% |
| Dec 1, 2016 | RY | Royal Bank of Canada | Financial Services | Downgrade | Buy → Hold | — | +0.7% | +1.0% |
| Nov 10, 2016 | GS | The Goldman Sachs Group, Inc. | Financial Services | Maintains | Buy → Buy | — | +1.0% | +4.3% |
| Oct 25, 2016 | KEY | KeyCorp | Financial Services | Upgrade | Hold → Buy | — | +1.6% | +5.9% |
| Oct 17, 2016 | GS | The Goldman Sachs Group, Inc. | Financial Services | Upgrade | Hold → Buy | — | -0.0% | -0.9% |
| Sep 9, 2016 | WFC | Wells Fargo & Company | Financial Services | Downgrade | Hold → Sell | — | -0.8% | -2.4% |
| Jul 25, 2016 | COF | Capital One Financial Corporation | Financial Services | Downgrade | Buy → Hold | — | -0.3% | +0.5% |
| Jun 9, 2016 | BMO | Bank of Montreal | Financial Services | Upgrade | Hold → Buy | — | -0.7% | -0.3% |
| Dec 30, 2014 | TFC | Truist Financial Corporation | Financial Services | Downgrade | Buy → Hold | — | -0.4% | -0.1% |
| Dec 29, 2014 | TFC | Truist Financial Corporation | Financial Services | Downgrade | Buy → Hold | — | -0.4% | +0.4% |
| Sep 15, 2014 | STT | State Street Corporation | Financial Services | Upgrade | Hold → Buy | — | +0.0% | +0.3% |
| Jul 15, 2014 | JPM | JPMorgan Chase & Co. | Financial Services | Upgrade | Hold → Buy | — | +2.9% | +3.5% |
| May 21, 2014 | MC | Moelis & Company | Financial Services | Maintains | Hold → Hold | — | -0.2% | +1.3% |
| May 6, 2014 | KN | Knowles Corporation | Technology | Maintains | Buy → Buy | — | -0.6% | +2.8% |
| May 6, 2014 | UBS | UBS Group AG | Financial Services | Upgrade | Hold → Buy | — | +1.0% | +0.3% |
| Apr 21, 2014 | COF | Capital One Financial Corporation | Financial Services | Upgrade | Hold → Buy | — | +0.8% | +0.2% |
| Apr 17, 2014 | PNC | The PNC Financial Services Group, Inc. | Financial Services | Downgrade | Buy → Hold | — | -0.6% | -0.7% |
| Mar 7, 2014 | MTB | M&T Bank Corporation | Financial Services | Upgrade | Sell → Hold | — | +0.9% | +0.4% |
| Dec 6, 2013 | TD | The Toronto-Dominion Bank | Financial Services | Downgrade | Buy → Hold | — | +0.1% | +1.0% |
| Nov 6, 2013 | FITBO | Fifth Third Bancorp | Financial Services | Downgrade | Buy → Hold | — | — | — |
| Nov 6, 2013 | FITB | Fifth Third Bancorp | Financial Services | Downgrade | Buy → Hold | — | -0.3% | -0.1% |
| Oct 17, 2013 | NTRSO | Northern Trust Corporation | Financial Services | Upgrade | Hold → Buy | — | — | — |
| Oct 17, 2013 | NTRS | Northern Trust Corporation | Financial Services | Upgrade | Hold → Buy | — | -0.1% | +2.7% |