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Ratings · Intelligence · Stifel

Stifel

11,032 total ratings · Since 2012 · View all ratings →
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%