Truist
Upgrade grade
B
Downgrade grade
B
Truist Securities emerged as a major player in investment banking and equity research following the 2019 merger of BB&T and SunTrust Banks, creating one of the largest financial institutions in the United States with significant research capabilities. The combined firm brought together decades of banking expertise, with roots tracing back to the 1870s, positioning Truist as a heavyweight in institutional advisory and capital markets. With approximately 8,290 analyst ratings calls covering US equities in our database, Truist maintains broad sector coverage while building particular depth in financial services, real estate, healthcare, and consumer discretionary industries. The firm has developed a reputation for pragmatic, fundamentals-driven research and a notably collaborative culture where analysts work closely with investment banking teams, enabling them to provide clients with integrated perspectives on market opportunities and risks across traditional and emerging sectors.
Upgrades
244
78.28% win rate
· avg +2.92% D1
Downgrades
269
73.98% win rate
· avg -5.63% D1
Avg Gap — Upgrades
+2.72%
open vs prev close
Avg Gap — Downgrades
-5.47%
open vs prev close
Performance by Sector
| Sector | ↑ Win% | ↑ D1 | ↓ Win% | ↓ D1 |
|---|---|---|---|---|
| Consumer Cyclical | 76.19% (42) | +1.88% | 69.57% (46) | -6.61% |
| Real Estate | 58.54% (41) | +0.52% | 71.43% (35) | -0.74% |
| Healthcare | 81.48% (27) | +6.02% | 75.00% (40) | -9.50% |
| Industrials | 92.11% (38) | +3.44% | 79.31% (29) | -4.02% |
| Energy | 76.00% (25) | +1.54% | 58.82% (34) | -0.83% |
| Technology | 71.43% (21) | +3.25% | 77.78% (27) | -12.42% |
| Consumer Defensive | 84.21% (19) | +3.26% | 80.95% (21) | -3.43% |
| Financial Services | 72.73% (11) | +1.69% | 85.00% (20) | -4.74% |
| Communication Services | 100.00% (11) | +8.94% | 81.82% (11) | -12.68% |
Win Rate by Year
| Year | ↑ Win% | ↑ Calls | ↓ Win% | ↓ Calls |
|---|---|---|---|---|
| 2026 | 80.6% | 36 | 50.0% | 38 |
| 2025 | 73.0% | 37 | 84.2% | 38 |
| 2024 | 81.6% | 38 | 83.1% | 59 |
| 2023 | 92.1% | 38 | 59.5% | 42 |
| 2022 | 78.1% | 32 | 77.0% | 61 |
| 2021 | 69.8% | 53 | 93.1% | 29 |
| 2020 | 83.3% | 18 | — | — |
Recent Calls
| Date | Ticker | Company | Sector | Action | Grade Change | PT | Gap | D1 |
|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | EVH | Evolent Health, Inc. | Healthcare | Downgrade | Buy → Hold | $7 | -5.4% | -6.1% |
| Jun 30, 2026 | ICLR | ICON Public Limited Company | Healthcare | Upgrade | Hold → Buy | $207 | +3.1% | +0.4% |
| Jun 30, 2026 | FBIN | Fortune Brands Innovations, Inc. | Industrials | Upgrade | Hold → Buy | $70 | +2.1% | +7.7% |
| Jun 25, 2026 | EXEL | Exelixis, Inc. | Healthcare | Reiterates | Hold | $54 | -0.3% | +0.7% |
| Jun 15, 2026 | DDOG | Datadog, Inc. | Technology | Upgrade | Hold → Buy | $300 | +2.7% | +1.4% |
| Jun 11, 2026 | STRO | Sutro Biopharma, Inc. | Healthcare | Reiterates | Buy | $50 | +1.2% | +1.5% |
| Jun 11, 2026 | TROX | Tronox Holdings plc | Basic Materials | Upgrade | Sell → Hold | $7 | +6.0% | +8.3% |
| Jun 10, 2026 | BILL | Bill.com Holdings, Inc. | Technology | Downgrade | Buy → Hold | $35 | -3.7% | -5.0% |
| Jun 10, 2026 | GLBE | Global-e Online Ltd. | Consumer Cyclical | Upgrade | Hold → Buy | $39 | +1.1% | +1.1% |
| Jun 9, 2026 | JAZZ | Jazz Pharmaceuticals plc | Healthcare | Reiterates | Buy | $256 | +2.1% | -1.2% |
| Jun 9, 2026 | ZYME | Zymeworks Inc. | Healthcare | Reiterates | Buy | $28 | +2.0% | -2.8% |
| Jun 9, 2026 | LOPE | Grand Canyon Education, Inc. | Consumer Defensive | Initiates | Buy | $200 | +0.0% | +0.7% |
| Jun 8, 2026 | SOLS | Solstice Advanced Materials Inc. | Basic Materials | Initiates | Hold | $90 | +1.3% | -0.7% |
| Jun 8, 2026 | KWR | Quaker Chemical Corporation | Basic Materials | Initiates | Buy | $172 | +1.4% | +1.8% |
| Jun 8, 2026 | CBT | Cabot Corporation | Basic Materials | Initiates | Buy | $98 | +2.0% | +2.5% |
| Jun 8, 2026 | AVNT | Avient Corporation | Basic Materials | Initiates | Buy | $44 | +0.1% | +1.6% |
| Jun 3, 2026 | ROAD | Construction Partners, Inc. | Industrials | Initiates | Hold | $130 | -1.4% | -0.9% |
| Jun 2, 2026 | FDXF | — | — | Initiates | Hold | $155 | +0.3% | +2.5% |
| Jun 2, 2026 | FULC | Fulcrum Therapeutics, Inc. | Healthcare | Downgrade | Buy → Hold | $4 | -51.6% | -51.1% |
| Jun 1, 2026 | AMZN | Amazon.com, Inc. | Consumer Cyclical | Reiterates | Buy | $320 | -1.6% | -3.5% |
| Jun 1, 2026 | CTSH | Cognizant Technology Solutions Corporation | Technology | Initiates | Hold | $66 | +0.8% | +2.5% |
| Jun 1, 2026 | ACN | Accenture plc | Technology | Downgrade | Buy → Hold | $210 | +3.4% | +5.1% |
| May 28, 2026 | ORGO | Organogenesis Holdings Inc. | Healthcare | Initiates | Hold | $3 | -1.9% | -1.5% |
| May 27, 2026 | VRTX | Vertex Pharmaceuticals Incorporated | Healthcare | Reiterates | Buy | $542 | +0.6% | +0.3% |
| May 27, 2026 | PEB | Pebblebrook Hotel Trust | Real Estate | Upgrade | Hold → Buy | $17 | +2.5% | +2.4% |