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 | 85.7% | 14 | 78.9% | 19 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| 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% |
| May 12, 2026 | NYXH | Nyxoah S.A. | Healthcare | Downgrade | Buy → Hold | $5 | -3.6% | -7.8% |
| May 11, 2026 | MAIR | Madison Air Solutions Corporation | Industrials | Initiates | Buy | $47 | +4.7% | +0.1% |
| May 8, 2026 | CLPT | ClearPoint Neuro, Inc. | Healthcare | Reiterates | Buy | $16 | +1.1% | +9.8% |
| May 8, 2026 | VITL | Vital Farms, Inc. | Consumer Defensive | Downgrade | Buy → Hold | $10 | -2.9% | -6.1% |
| May 8, 2026 | WES | Western Midstream Partners, LP | Energy | Upgrade | Hold → Buy | $46 | +0.4% | +0.4% |
| May 8, 2026 | SHAK | Shake Shack Inc. | Consumer Cyclical | Upgrade | Hold → Buy | $85 | +2.0% | +1.3% |
| May 4, 2026 | SITE | SiteOne Landscape Supply, Inc. | Industrials | Upgrade | Hold → Buy | $157 | +1.2% | -0.1% |
| May 1, 2026 | CHRW | C.H. Robinson Worldwide, Inc. | Industrials | Maintains | Buy → Buy | — | +1.9% | -2.5% |
| May 1, 2026 | AMZN | Amazon.com, Inc. | Consumer Cyclical | Maintains | Buy → Buy | — | +0.2% | +1.2% |
| May 1, 2026 | MSFT | Microsoft Corporation | Technology | Maintains | Hold → Hold | — | +1.2% | +1.6% |
| May 1, 2026 | GOOGL | Alphabet Inc. | Communication Services | Maintains | Buy → Buy | — | -0.8% | +0.2% |
| May 1, 2026 | SEPN | Septerna, Inc. | Healthcare | Initiates | Buy | $43 | +0.3% | -0.6% |
| May 1, 2026 | EVMN | Evommune, Inc. | Healthcare | Initiates | Buy | $54 | +2.6% | +2.9% |
| Apr 30, 2026 | AMZN | Amazon.com, Inc. | Consumer Cyclical | Reiterates | Buy | $319 | +3.9% | +0.8% |
| Apr 29, 2026 | PEB | Pebblebrook Hotel Trust | Real Estate | Maintains | Buy → Buy | — | +4.3% | +1.5% |
| Apr 29, 2026 | CTOS | Custom Truck One Source, Inc. | Industrials | Maintains | Buy → Buy | — | +0.8% | +1.3% |
| Apr 29, 2026 | ARCB | ArcBest Corporation | Industrials | Maintains | Buy → Buy | — | +1.1% | -0.5% |
| Apr 29, 2026 | SEI | Solaris Energy Infrastructure, Inc. | Energy | Maintains | Buy → Buy | — | +7.1% | -4.4% |
| Apr 29, 2026 | SRAD | Sportradar Group AG | Technology | Maintains | Buy → Buy | — | +0.4% | +2.2% |