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Ratings · Intelligence · Stifel

Stifel

11,059 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 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%