Stifel
Upgrade grade
A+
Downgrade grade
A
Stifel Financial Corp., founded in 1890 as a regional brokerage firm in St. Louis, has evolved into a diversified investment banking and wealth management powerhouse with approximately $400 billion in client assets and roughly 8,000 employees across multiple continents. The firm maintains a particularly strong presence in equity research covering U.S. markets, with nearly 10,200 analyst ratings in our database reflecting their broad analytical coverage across multiple sectors and market segments. Stifel has built particular expertise and reputation in coverage of financial services, healthcare, technology, and industrials companies, positioning itself as a full-service platform for institutional and individual investors seeking comprehensive research and capital markets services. The firm is notably known for maintaining a deeply ingrained culture of long-term client relationships and independent research perspectives, having resisted the consolidation pressures that reshaped much of Wall Street during the 1990s and 2000s, which has contributed to its reputation as a research-focused institution that prioritizes analyst credibility and differentiated insights.
Upgrades
835
83.71% win rate
· avg +3.53% D1
Downgrades
892
80.94% win rate
· avg -5.24% D1
Avg Gap — Upgrades
+2.99%
open vs prev close
Avg Gap — Downgrades
-4.69%
open vs prev close
Performance by Sector
| Sector | ↑ Win% | ↑ D1 | ↓ Win% | ↓ D1 |
|---|---|---|---|---|
| Industrials | 85.78% (211) | +3.19% | 81.31% (214) | -3.46% |
| Consumer Cyclical | 81.12% (143) | +3.76% | 80.00% (155) | -4.82% |
| Technology | 89.08% (119) | +4.35% | 83.61% (122) | -6.34% |
| Real Estate | 84.04% (94) | +1.43% | 80.00% (85) | -1.47% |
| Healthcare | 88.16% (76) | +7.48% | 84.31% (102) | -15.72% |
| Energy | 73.24% (71) | +2.67% | 71.43% (63) | -2.15% |
| Financial Services | 84.85% (33) | +3.22% | 84.00% (50) | -2.58% |
| Communication Services | 69.23% (39) | +1.49% | 85.29% (34) | -5.47% |
| Consumer Defensive | 85.71% (28) | +2.82% | 77.50% (40) | -4.44% |
| Basic Materials | 93.33% (15) | +3.54% | 88.24% (17) | -2.61% |
Win Rate by Year
| Year | ↑ Win% | ↑ Calls | ↓ Win% | ↓ Calls |
|---|---|---|---|---|
| 2026 | 86.7% | 15 | 80.0% | 25 |
| 2025 | 84.2% | 38 | 70.6% | 34 |
| 2024 | 90.2% | 41 | 82.6% | 69 |
| 2023 | 86.7% | 45 | 86.7% | 45 |
| 2022 | 75.0% | 40 | 88.0% | 50 |
| 2021 | 81.5% | 54 | 76.3% | 38 |
| 2020 | 83.0% | 100 | 80.8% | 78 |
| 2019 | 88.1% | 59 | 78.8% | 66 |
| 2018 | 74.7% | 87 | 81.7% | 71 |
| 2017 | 92.5% | 67 | 92.2% | 51 |
Recent Calls
| Date | Ticker | Company | Sector | Action | Grade Change | PT | Gap | D1 |
|---|---|---|---|---|---|---|---|---|
| Jun 29, 2026 | AADX | — | — | Initiates | Buy | $24 | +3.5% | +1.0% |
| Jun 24, 2026 | BB | BlackBerry Limited | Technology | Initiates | Buy | $12 | +1.6% | -2.3% |
| Jun 18, 2026 | MU | Micron Technology, Inc. | Technology | Reiterates | Buy | $1500 | +6.2% | +8.7% |
| Jun 18, 2026 | INTU | Intuit Inc. | Technology | Downgrade | Buy → Hold | $275 | -3.0% | -0.8% |
| Jun 15, 2026 | MGM | MGM Resorts International | Consumer Cyclical | Downgrade | Buy → Hold | $49 | +0.6% | -0.7% |
| Jun 15, 2026 | CZR | Caesars Entertainment, Inc. | Consumer Cyclical | Downgrade | Buy → Hold | $31 | -0.1% | +0.0% |
| Jun 12, 2026 | ORIC | ORIC Pharmaceuticals, Inc. | Healthcare | Reiterates | Buy | $14 | +1.5% | +5.8% |
| Jun 12, 2026 | ADBE | Adobe Inc. | Technology | Downgrade | Buy → Hold | $200 | -7.5% | -6.8% |
| Jun 9, 2026 | ELVN | Enliven Therapeutics, Inc. | Healthcare | Initiates | Buy | $60 | +2.9% | +7.4% |
| Jun 5, 2026 | FDXF | — | — | Initiates | Hold | $160 | -0.1% | +6.4% |
| Jun 2, 2026 | FULC | Fulcrum Therapeutics, Inc. | Healthcare | Downgrade | Buy → Hold | $3 | -51.6% | -51.1% |
| Jun 1, 2026 | REA | — | — | Initiates | Buy | $30 | +0.7% | -1.4% |
| May 29, 2026 | CLH | Clean Harbors, Inc. | Industrials | Reiterates | Buy | $337 | +0.5% | +0.1% |
| May 29, 2026 | DOO | BRP Inc. | Consumer Cyclical | Downgrade | Buy → Hold | — | -1.7% | -1.4% |
| May 26, 2026 | SPTX | — | — | Initiates | Buy | $30 | +1.3% | +2.9% |
| May 26, 2026 | BAH | Booz Allen Hamilton Holding Corporation | Industrials | Upgrade | Hold → Buy | $110 | +1.7% | +1.6% |
| May 21, 2026 | NVDA | NVIDIA Corporation | Technology | Reiterates | Buy | $282 | -0.5% | -1.8% |
| May 21, 2026 | INTU | Intuit Inc. | Technology | Reiterates | Buy | $375 | -18.7% | -20.0% |
| May 21, 2026 | EPRX | Eupraxia Pharmaceuticals Inc. | Healthcare | Initiates | Buy | $25 | +1.1% | +8.9% |
| May 18, 2026 | HD | The Home Depot, Inc. | Consumer Cyclical | Reiterates | Hold | $320 | +0.6% | +0.8% |
| May 15, 2026 | RXO | RXO, Inc. | Industrials | Upgrade | Hold → Buy | $22 | +1.9% | +6.7% |
| May 13, 2026 | UAA | Under Armour, Inc. | Consumer Cyclical | Downgrade | Buy → Hold | $6 | -1.8% | +1.6% |
| May 12, 2026 | ALMR | Alamar Biosciences, Inc. | Healthcare | Initiates | Buy | $28 | +0.2% | -3.8% |
| May 12, 2026 | GTM | ZoomInfo Technologies Inc. | Technology | Downgrade | Buy → Hold | $4 | -33.8% | -32.8% |
| May 12, 2026 | PRKS | United Parks & Resorts Inc. | Consumer Cyclical | Downgrade | Buy → Hold | $40 | -1.8% | -3.8% |