Rothschild & Co
Upgrade grade
D
Downgrade grade
D
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Upgrades
18
72.22% win rate
· avg +0.90% D1
Downgrades
17
70.59% win rate
· avg -1.76% D1
Avg Gap — Upgrades
+1.15%
open vs prev close
Avg Gap — Downgrades
-1.24%
open vs prev close
Performance by Sector
| Sector | ↑ Win% | ↑ D1 | ↓ Win% | ↓ D1 |
|---|
Win Rate by Year
| Year | ↑ Win% | ↑ Calls | ↓ Win% | ↓ Calls |
|---|---|---|---|---|
| 2026 | 63.6% | 11 | — | — |
| 2025 | — | — | 83.3% | 12 |
Recent Calls
| Date | Ticker | Company | Sector | Action | Grade Change | PT | Gap | D1 |
|---|---|---|---|---|---|---|---|---|
| Apr 24, 2026 | PODD | Insulet Corporation | Healthcare | Downgrade | Buy → Neutral | — | -1.7% | -1.4% |
| Apr 23, 2026 | MCD | McDonald's Corporation | Consumer Cyclical | Upgrade | Sell → Neutral | — | +0.8% | +0.8% |
| Apr 21, 2026 | CL | Colgate-Palmolive Company | Consumer Defensive | Upgrade | Neutral → Buy | — | +0.7% | -2.1% |
| Apr 16, 2026 | SPSC | SPS Commerce, Inc. | Technology | Downgrade | Buy → Neutral | — | -1.1% | +2.1% |
| Apr 16, 2026 | DSGX | The Descartes Systems Group Inc. | Technology | Upgrade | Neutral → Buy | — | +3.0% | +4.4% |
| Apr 14, 2026 | VIK | Viking Holdings Ltd | Consumer Cyclical | Upgrade | Neutral → Buy | — | +2.3% | +4.1% |
| Mar 26, 2026 | WAB | Westinghouse Air Brake Technologies Corporation | Industrials | Upgrade | Neutral → Buy | — | +0.9% | -1.1% |
| Mar 25, 2026 | MDLZ | Mondelez International, Inc. | Consumer Defensive | Downgrade | Buy → Neutral | — | -0.3% | +0.4% |
| Mar 19, 2026 | MLTX | MoonLake Immunotherapeutics | Healthcare | Upgrade | Neutral → Buy | — | +6.0% | +2.8% |
| Mar 18, 2026 | XYZ | Block, Inc. | Technology | Upgrade | Sell → Neutral | — | -0.1% | -3.3% |
| Mar 10, 2026 | INTU | Intuit Inc. | Technology | Upgrade | Neutral → Buy | — | +0.1% | -4.2% |
| Mar 9, 2026 | GEV | GE Vernova Inc. | Utilities | Upgrade | Sell → Buy | — | -0.8% | +5.2% |
| Mar 5, 2026 | AAL | American Airlines Group Inc. | Industrials | Downgrade | Buy → Neutral | — | -3.5% | -5.4% |
| Mar 5, 2026 | LUV | Southwest Airlines Co. | Industrials | Maintains | Sell → Sell | — | -1.9% | -6.9% |
| Mar 5, 2026 | UAL | United Airlines Holdings, Inc. | Industrials | Maintains | Buy → Buy | — | -2.5% | -5.0% |
| Mar 5, 2026 | DAL | Delta Air Lines, Inc. | Industrials | Maintains | Buy → Buy | — | -2.9% | -3.9% |
| Feb 27, 2026 | LYV | Live Nation Entertainment, Inc. | Communication Services | Upgrade | Neutral → Buy | — | -0.0% | +2.7% |
| Feb 13, 2026 | CHD | Church & Dwight Co., Inc. | Consumer Defensive | Upgrade | Sell → Neutral | — | +0.2% | +1.4% |
| Jan 21, 2026 | FDX | FedEx Corporation | Industrials | Downgrade | Buy → Neutral | — | +0.3% | +2.0% |
| Nov 25, 2025 | EL | The Estée Lauder Companies Inc. | Consumer Defensive | Downgrade | Neutral → Sell | — | -1.8% | -1.6% |
| Nov 18, 2025 | AMZN | Amazon.com, Inc. | Consumer Cyclical | Downgrade | Buy → Neutral | — | -2.0% | -4.4% |
| Nov 18, 2025 | MSFT | Microsoft Corporation | Technology | Downgrade | Buy → Neutral | — | -2.4% | -2.7% |
| Nov 10, 2025 | HUBS | HubSpot, Inc. | Technology | Downgrade | Buy → Neutral | — | -0.9% | -3.0% |
| Oct 30, 2025 | WBD | Warner Bros. Discovery, Inc. | Communication Services | Upgrade | Neutral → Buy | — | +0.6% | +1.3% |
| Oct 22, 2025 | MSFT | Microsoft Corporation | Technology | Maintains | Buy → Buy | — | +0.7% | +0.6% |