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 | 82.2% | 45 | 52.1% | 48 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Aug 18, 2026 | CORT | Corcept Therapeutics Incorporated | Healthcare | Reiterates | Buy | $164 | -0.5% | +0.8% |
| Aug 17, 2026 | PCRX | Pacira BioSciences, Inc. | Healthcare | Reiterates | Buy | $30 | +1.0% | +1.0% |
| Aug 11, 2026 | BBY | Best Buy Co., Inc. | Consumer Cyclical | Upgrade | Hold → Buy | $95 | +2.1% | +1.0% |
| Aug 7, 2026 | TTD | The Trade Desk, Inc. | Technology | Downgrade | Buy → Hold | $16 | -27.2% | -21.9% |
| Aug 6, 2026 | PODD | Insulet Corporation | Healthcare | Downgrade | Buy → Hold | $153 | -1.8% | +4.5% |
| Aug 5, 2026 | AMGN | Amgen Inc. | Healthcare | Reiterates | Hold | $362 | +0.9% | +4.6% |
| Aug 4, 2026 | INTU | Intuit Inc. | Technology | Downgrade | Buy → Hold | $350 | -2.3% | +1.6% |
| Aug 3, 2026 | GLW | Corning Incorporated | Technology | Upgrade | Hold → Buy | $175 | -2.4% | +6.1% |
| Jul 28, 2026 | MGY | Magnolia Oil & Gas Corporation | Energy | Upgrade | Hold → Buy | $33 | +1.6% | -2.6% |
| Jul 27, 2026 | ITG | — | — | Initiates | Buy | $16 | +4.6% | -3.0% |
| Jul 24, 2026 | FLYW | Flywire Corporation | Technology | Downgrade | Buy → Hold | $17 | -1.9% | -1.5% |
| Jul 24, 2026 | PYPL | PayPal Holdings, Inc. | Financial Services | Upgrade | Sell → Hold | $57 | +0.6% | +0.3% |
| Jul 23, 2026 | TSLA | Tesla, Inc. | Consumer Cyclical | Reiterates | Hold | $370 | -8.8% | -14.5% |
| Jul 23, 2026 | GOOG | Alphabet Inc. | Communication Services | Reiterates | Buy | $420 | -5.9% | -6.9% |
| Jul 23, 2026 | NCLH | Norwegian Cruise Line Holdings Ltd. | Consumer Cyclical | Downgrade | Buy → Hold | $20 | -4.3% | -3.2% |
| Jul 22, 2026 | EFOR | — | — | Upgrade | Hold → Buy | $36 | +9.4% | +11.3% |
| Jul 22, 2026 | CRWV | CoreWeave, Inc. Class A Common Stock | Technology | Upgrade | Hold → Buy | $126 | +0.4% | +3.8% |
| Jul 21, 2026 | TENB | Tenable Holdings, Inc. | Technology | Downgrade | Buy → Hold | $40 | -4.0% | -9.7% |
| Jul 16, 2026 | LULU | Lululemon Athletica Inc. | Consumer Cyclical | Downgrade | Hold → Sell | $94 | -2.0% | +1.2% |
| Jul 15, 2026 | CNX | CNX Resources Corporation | Energy | Upgrade | Sell → Hold | $35 | +1.1% | +2.7% |
| Jul 14, 2026 | OKLO | Oklo Inc. | Utilities | Initiates | Hold | $55 | +2.5% | +0.9% |
| Jul 14, 2026 | SMR | NuScale Power Corporation | Utilities | Initiates | Hold | $10 | +3.0% | +3.0% |
| Jul 14, 2026 | NXT | Nextpower Inc. | Technology | Initiates | Buy | $140 | +4.6% | +5.0% |
| Jul 14, 2026 | NNE | Nano Nuclear Energy Inc | Industrials | Initiates | Hold | $22 | +0.4% | +0.7% |
| Jul 14, 2026 | FLNC | Fluence Energy, Inc. | Utilities | Initiates | Hold | $16 | +2.5% | +3.0% |