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 | 76.2% | 21 | 76.7% | 30 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | LUNR | Intuitive Machines, Inc. | Industrials | Upgrade | Hold → Buy | $26 | +9.2% | +8.3% |
| Aug 10, 2026 | STDN | — | — | Initiates | Buy | $16 | +4.9% | +35.7% |
| Aug 10, 2026 | SION | Sionna Therapeutics, Inc. | Healthcare | Downgrade | Buy → Hold | $7 | -90.5% | -91.2% |
| Aug 7, 2026 | STRO | Sutro Biopharma, Inc. | Healthcare | Initiates | Buy | $48 | +6.9% | +5.1% |
| Aug 6, 2026 | LYEL | Lyell Immunopharma, Inc. | Healthcare | Initiates | Buy | $36 | +4.2% | +5.7% |
| Aug 6, 2026 | HUBS | HubSpot, Inc. | Technology | Downgrade | Buy → Hold | $200 | -22.8% | -19.1% |
| Aug 5, 2026 | TDG | TransDigm Group Incorporated | Industrials | Downgrade | Buy → Hold | $1405 | -0.3% | -1.6% |
| Aug 4, 2026 | SKHY | — | — | Initiates | Buy | $240 | +5.2% | +8.2% |
| Aug 3, 2026 | TSLA | Tesla, Inc. | Consumer Cyclical | Reiterates | Buy | $491 | -0.1% | +3.5% |
| Aug 3, 2026 | IR | Ingersoll Rand Inc. | Industrials | Upgrade | Hold → Buy | $101 | +2.1% | +5.3% |
| Jul 31, 2026 | SAIA | Saia, Inc. | Industrials | Upgrade | Hold → Buy | $438 | +3.1% | -0.9% |
| Jul 30, 2026 | SITE | SiteOne Landscape Supply, Inc. | Industrials | Downgrade | Buy → Hold | $100 | +6.0% | +1.2% |
| Jul 27, 2026 | ITG | — | — | Initiates | Buy | $16 | +4.6% | -3.0% |
| Jul 23, 2026 | LVS | Las Vegas Sands Corp. | Consumer Cyclical | Reiterates | Buy | $60 | -1.9% | +1.7% |
| Jul 22, 2026 | HSY | The Hershey Company | Consumer Defensive | Reiterates | Hold | $180 | +0.3% | +1.0% |
| Jul 22, 2026 | DOCN | DigitalOcean Holdings, Inc. | Technology | Upgrade | Hold → Buy | $160 | +1.5% | +4.6% |
| Jul 16, 2026 | MNST | Monster Beverage Corporation | Consumer Defensive | Reiterates | Buy | $105 | +0.5% | +2.4% |
| Jul 16, 2026 | CELH | Celsius Holdings, Inc. | Consumer Defensive | Reiterates | Buy | $45 | -0.7% | -0.8% |
| Jul 16, 2026 | TSAT | Telesat Corporation | Technology | Initiates | Buy | — | +3.5% | -1.2% |
| Jul 16, 2026 | EYPT | EyePoint Pharmaceuticals, Inc. | Healthcare | Initiates | Buy | $40 | +2.1% | -5.8% |
| Jul 16, 2026 | PNR | Pentair plc | Industrials | Downgrade | Buy → Hold | $65 | -1.4% | +2.1% |
| Jul 14, 2026 | ARWR | Arrowhead Pharmaceuticals, Inc. | Healthcare | Initiates | Buy | $98 | +0.4% | -3.0% |
| Jul 13, 2026 | CADL | Candel Therapeutics, Inc. | Healthcare | Initiates | Buy | $22 | +2.2% | +1.6% |
| Jul 10, 2026 | TWLO | Twilio Inc. | Communication Services | Upgrade | Hold → Buy | $260 | +4.5% | -1.8% |
| Jul 10, 2026 | SHOP | Shopify Inc. | Technology | Upgrade | Hold → Buy | $150 | +2.9% | -0.5% |