Seaport Global
Upgrade grade
C
Downgrade grade
D
Seaport Global is a boutique investment bank and research firm that has established itself as a focused competitor in the equity research space, with a significant presence in U.S. equity coverage reflected in nearly 950 analyst ratings in our database. The firm brings a scrappy, entrepreneurial ethos typical of mid-market investment banks, positioning itself to provide specialized research that larger institutions might overlook or underweight. Seaport has developed particular expertise and visibility in technology, healthcare, and consumer sectors, earning respect for detailed fundamental analysis and a willingness to take differentiated views on emerging trends and business model shifts. What sets Seaport apart in the research community is its reputation for contrarian thinking and detailed thematic work, often providing investors with deeper dives into disruptive companies and industries than more consensus-oriented shops, while maintaining credibility through rigorous channel checks and management access across its coverage universe.
Upgrades
241
72.2% win rate
· avg +1.79% D1
Downgrades
283
67.84% win rate
· avg -2.27% D1
Avg Gap — Upgrades
+1.67%
open vs prev close
Avg Gap — Downgrades
-1.79%
open vs prev close
Performance by Sector
| Sector | ↑ Win% | ↑ D1 | ↓ Win% | ↓ D1 |
|---|---|---|---|---|
| Energy | 61.36% (44) | -0.02% | 71.43% (70) | -3.75% |
| Industrials | 79.25% (53) | +2.90% | 69.64% (56) | -3.42% |
| Consumer Cyclical | 78.00% (50) | +2.39% | 72.73% (55) | -1.64% |
| Basic Materials | 68.00% (25) | +1.14% | 44.44% (27) | -0.08% |
| Utilities | 53.33% (15) | +0.98% | 78.57% (28) | -1.49% |
| Communication Services | 79.17% (24) | +2.06% | 55.56% (18) | -0.17% |
| Financial Services | 80.00% (15) | +1.91% | 60.00% (10) | -1.28% |
| Technology | — | — | 60.00% (15) | -1.53% |
Win Rate by Year
| Year | ↑ Win% | ↑ Calls | ↓ Win% | ↓ Calls |
|---|---|---|---|---|
| 2026 | 73.3% | 15 | 80.0% | 25 |
| 2025 | 79.6% | 49 | 54.1% | 37 |
| 2024 | 73.1% | 26 | 55.6% | 45 |
| 2023 | 88.9% | 18 | 81.3% | 16 |
| 2022 | 45.8% | 24 | 70.6% | 17 |
| 2021 | 89.5% | 19 | 88.9% | 18 |
| 2020 | — | — | 69.2% | 13 |
| 2019 | — | — | 60.0% | 15 |
| 2018 | 61.9% | 21 | 61.5% | 13 |
| 2017 | 92.3% | 13 | 81.0% | 21 |
Recent Calls
| Date | Ticker | Company | Sector | Action | Grade Change | PT | Gap | D1 |
|---|---|---|---|---|---|---|---|---|
| May 1, 2026 | IP | International Paper Company | Consumer Cyclical | Upgrade | Neutral → Buy | — | +1.0% | +4.4% |
| Apr 29, 2026 | WNEB | Western New England Bancorp, Inc. | Financial Services | Maintains | Buy → Buy | — | -0.5% | -1.3% |
| Apr 29, 2026 | PNR | Pentair plc | Industrials | Maintains | Buy → Buy | — | +0.0% | -2.4% |
| Apr 28, 2026 | RS | Reliance Steel & Aluminum Co. | Basic Materials | Maintains | Buy → Buy | — | +0.7% | +0.4% |
| Apr 28, 2026 | DOV | Dover Corporation | Industrials | Maintains | Buy → Buy | — | -0.1% | -0.9% |
| Apr 20, 2026 | ES | Eversource Energy | Utilities | Downgrade | Buy → Neutral | — | -0.5% | -1.1% |
| Apr 20, 2026 | EIX | Edison International | Utilities | Downgrade | Buy → Neutral | — | -1.1% | -0.2% |
| Apr 20, 2026 | ETR | Entergy Corporation | Utilities | Downgrade | Buy → Neutral | — | -0.5% | -1.6% |
| Apr 20, 2026 | AEP | American Electric Power Company, Inc. | Utilities | Upgrade | Neutral → Buy | — | +0.5% | -0.3% |
| Apr 20, 2026 | SO | The Southern Company | Utilities | Downgrade | Buy → Neutral | — | -0.4% | -1.1% |
| Apr 17, 2026 | KWR | Quaker Chemical Corporation | Basic Materials | Upgrade | Neutral → Buy | — | +3.6% | +6.9% |
| Apr 17, 2026 | LIN | Linde plc | Basic Materials | Maintains | Buy → Buy | — | -0.5% | -1.4% |
| Apr 16, 2026 | FOUR | Shift4 Payments, Inc. | Technology | Downgrade | Buy → Neutral | — | -0.0% | +0.9% |
| Apr 14, 2026 | CROX | Crocs, Inc. | Consumer Cyclical | Upgrade | Neutral → Buy | — | +4.0% | +1.0% |
| Apr 14, 2026 | BIRK | Birkenstock Holding plc | Consumer Cyclical | Upgrade | Neutral → Buy | — | +2.2% | -3.3% |
| Apr 14, 2026 | VFC | V.F. Corporation | Consumer Cyclical | Upgrade | Neutral → Buy | — | +3.3% | +2.0% |
| Apr 10, 2026 | MSGS | Madison Square Garden Sports Corp. | Communication Services | Upgrade | Neutral → Buy | — | +2.3% | +2.8% |
| Apr 8, 2026 | IMAX | IMAX Corporation | Communication Services | Maintains | Buy → Buy | — | +2.2% | -1.5% |
| Apr 8, 2026 | AVGO | Broadcom Inc. | Technology | Downgrade | Buy → Neutral | — | +5.3% | +5.0% |
| Apr 7, 2026 | MHO | M/I Homes, Inc. | Consumer Cyclical | Downgrade | Buy → Neutral | — | -2.5% | -4.1% |
| Apr 7, 2026 | KBH | KB Home | Consumer Cyclical | Downgrade | Buy → Sell | — | -2.4% | -5.7% |
| Apr 7, 2026 | TMHC | Taylor Morrison Home Corporation | Consumer Cyclical | Downgrade | Buy → Sell | — | -2.3% | -4.5% |
| Apr 7, 2026 | BLD | TopBuild Corp. | Industrials | Downgrade | Buy → Neutral | — | -1.6% | -2.7% |
| Apr 7, 2026 | TOL | Toll Brothers, Inc. | Consumer Cyclical | Downgrade | Buy → Neutral | — | -1.7% | -3.4% |
| Apr 7, 2026 | NVR | NVR, Inc. | Consumer Cyclical | Downgrade | Neutral → Sell | — | -1.4% | -3.3% |