Stephens
Upgrade grade
D
Downgrade grade
D
Firm profile not yet generated. Run
scripts/generate_firm_profiles.py --firm "Stephens"
Upgrades
0
0.0% win rate
· avg +0.00% D1
Downgrades
0
0.0% win rate
· avg +0.00% D1
Avg Gap — Upgrades
+0.00%
open vs prev close
Avg Gap — Downgrades
+0.00%
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 | 55.6% | 18 |
Recent Calls
| Date | Ticker | Company | Sector | Action | Grade Change | PT | Gap | D1 |
|---|---|---|---|---|---|---|---|---|
| Aug 12, 2026 | WSFS | WSFS Financial Corporation | Financial Services | Downgrade | Overweight → Equal-Weight | $87 | -0.5% | +0.0% |
| Aug 12, 2026 | AMTB | Amerant Bancorp Inc. | Financial Services | Downgrade | Overweight → Equal-Weight | $32 | -0.8% | +0.9% |
| Aug 11, 2026 | ACVA | ACV Auctions Inc. | Consumer Cyclical | Upgrade | Equal-Weight → Overweight | $10 | +13.2% | +0.0% |
| Aug 7, 2026 | PZZA | Papa John's International, Inc. | Consumer Cyclical | Downgrade | Overweight → Equal-Weight | $24 | -0.9% | -0.7% |
| Aug 6, 2026 | NBHC | National Bank Holdings Corporation | Financial Services | Downgrade | Overweight → Equal-Weight | $46 | -0.7% | -0.9% |
| Aug 6, 2026 | FINW | FinWise Bancorp | Financial Services | Downgrade | Overweight → Equal-Weight | $16 | -0.6% | +1.0% |
| Aug 6, 2026 | BOH | Bank of Hawaii Corporation | Financial Services | Downgrade | Overweight → Equal-Weight | $85 | -0.7% | -0.8% |
| Aug 6, 2026 | TCBK | TriCo Bancshares | Financial Services | Upgrade | Equal-Weight → Overweight | — | +1.7% | -0.4% |
| Aug 6, 2026 | FHB | First Hawaiian, Inc. | Financial Services | Upgrade | Equal-Weight → Overweight | $33 | +1.1% | -0.7% |
| Aug 6, 2026 | CVBF | CVB Financial Corp. | Financial Services | Upgrade | Equal-Weight → Overweight | $27 | +0.8% | -0.8% |
| Aug 6, 2026 | SMBC | Southern Missouri Bancorp, Inc. | Financial Services | Downgrade | Overweight → Equal-Weight | $85 | -1.1% | -1.2% |
| Aug 6, 2026 | BWB | Bridgewater Bancshares, Inc. | Financial Services | Upgrade | Equal-Weight → Overweight | $25 | +2.5% | +0.8% |
| Aug 5, 2026 | CBC | Central Bancompany, Inc. Class A Common Stock | Financial Services | Downgrade | Overweight → Equal-Weight | $35 | -0.1% | -0.9% |
| Jul 30, 2026 | NBTB | NBT Bancorp Inc. | Financial Services | Downgrade | Overweight → Equal-Weight | $55 | -0.8% | -2.5% |
| Jul 28, 2026 | HRB | H&R Block, Inc. | Consumer Cyclical | Initiates | Equal-Weight | $47 | +0.6% | +6.2% |
| Jul 28, 2026 | EBC | Eastern Bankshares, Inc. | Financial Services | Downgrade | Overweight → Equal-Weight | $24 | -0.5% | +1.9% |
| Jul 23, 2026 | IRTC | iRhythm Technologies, Inc. | Healthcare | Initiates | Overweight | $160 | +0.9% | +1.5% |
| Jul 23, 2026 | ATEC | Alphatec Holdings, Inc. | Healthcare | Initiates | Overweight | $15 | +2.6% | +1.9% |
| Jul 23, 2026 | DOMO | Domo, Inc. | Technology | Downgrade | Overweight → Equal-Weight | $4 | +36.2% | +25.4% |
| Jul 17, 2026 | BROS | Dutch Bros Inc. | Consumer Cyclical | Initiates | Overweight | $80 | +1.5% | +4.6% |
| Jul 17, 2026 | EAT | Brinker International, Inc. | Consumer Cyclical | Initiates | Overweight | $220 | -0.3% | +2.1% |
| Jul 17, 2026 | OPCH | Option Care Health, Inc. | Healthcare | Downgrade | Overweight → Equal-Weight | $24 | -2.2% | -1.6% |
| Jul 15, 2026 | UMBF | UMB Financial Corporation | Financial Services | Initiates | Overweight | $167 | +0.5% | +1.9% |
| Jul 15, 2026 | CBSH | Commerce Bancshares, Inc. | Financial Services | Initiates | Equal-Weight | $62 | +0.0% | +0.4% |
| Jul 15, 2026 | TCBK | TriCo Bancshares | Financial Services | Downgrade | Overweight → Equal-Weight | $54 | +1.1% | +1.1% |