Wedbush
Upgrade grade
B
Downgrade grade
A
Wedbush Securities was founded in 1955 by Herb Wertheim and has grown into a significant Los Angeles-based investment bank and brokerage firm with a substantial research operation. The firm operates as a full-service investment bank covering equities, fixed income, and trading, maintaining a notable presence on Wall Street with offices across major financial centers. Wedbush's research team has generated approximately 5,481 analyst ratings calls in our database, positioning them as an active voice in US equity coverage with particular strength in technology, consumer discretionary, and telecommunications sectors. The firm has developed a reputation for aggressive and contrarian calls, with their analysts known for taking bold stances on high-growth technology companies and disruption themes, sometimes moving ahead of consensus when they identify emerging secular trends in areas like e-commerce and digital transformation.
Upgrades
345
76.23% win rate
· avg +3.94% D1
Downgrades
382
80.37% win rate
· avg -4.97% D1
Avg Gap — Upgrades
+3.74%
open vs prev close
Avg Gap — Downgrades
-4.74%
open vs prev close
Performance by Sector
| Sector | ↑ Win% | ↑ D1 | ↓ Win% | ↓ D1 |
|---|---|---|---|---|
| Consumer Cyclical | 77.46% (142) | +2.33% | 86.11% (144) | -3.37% |
| Technology | 79.25% (53) | +3.59% | 86.27% (51) | -8.41% |
| Healthcare | 74.36% (39) | +13.57% | 74.60% (63) | -14.97% |
| Financial Services | 85.00% (40) | +4.32% | 78.05% (41) | -1.75% |
| Communication Services | 66.67% (30) | +1.76% | 61.54% (26) | -1.17% |
| Industrials | 72.22% (18) | +1.34% | 83.33% (30) | -2.29% |
| Real Estate | 56.25% (16) | +1.31% | 70.59% (17) | +9.76% |
Win Rate by Year
| Year | ↑ Win% | ↑ Calls | ↓ Win% | ↓ Calls |
|---|---|---|---|---|
| 2025 | 64.7% | 17 | 71.4% | 21 |
| 2024 | 78.0% | 41 | 83.3% | 24 |
| 2023 | 71.4% | 35 | 88.6% | 35 |
| 2022 | 73.7% | 19 | 80.0% | 45 |
| 2021 | 80.0% | 30 | 77.1% | 35 |
| 2020 | 54.5% | 44 | 82.8% | 29 |
| 2019 | 88.0% | 25 | 75.0% | 32 |
| 2018 | 87.1% | 31 | 95.7% | 23 |
| 2017 | 84.0% | 25 | 84.0% | 25 |
| 2016 | — | — | 67.9% | 28 |
Recent Calls
| Date | Ticker | Company | Sector | Action | Grade Change | PT | Gap | D1 |
|---|---|---|---|---|---|---|---|---|
| May 21, 2026 | NVDA | — | — | Reiterates | Outperform | $330 | — | — |
| May 15, 2026 | SOLV | Solventum Corporation | Healthcare | Initiates | Outperform | $94 | +0.5% | -0.2% |
| May 15, 2026 | STRO | Sutro Biopharma, Inc. | Healthcare | Upgrade | Neutral → Outperform | $60 | +14.1% | +1.4% |
| May 14, 2026 | KLRS | Kalaris Therapeutics Inc | Healthcare | Initiates | Outperform | $17 | +1.4% | +8.1% |
| May 14, 2026 | STAA | STAAR Surgical Company | Healthcare | Upgrade | Neutral → Outperform | $40 | +21.7% | +8.9% |
| May 5, 2026 | SION | Sionna Therapeutics, Inc. | Healthcare | Initiates | Outperform | $53 | +2.7% | +1.3% |
| May 5, 2026 | PYXS | Pyxis Oncology, Inc. | Healthcare | Initiates | Outperform | $6 | +6.8% | +4.0% |
| May 4, 2026 | TTD | The Trade Desk, Inc. | Technology | Upgrade | Underperform → Neutral | $23 | +1.4% | -0.6% |
| May 1, 2026 | RNAC | Cartesian Therapeutics, Inc. | Healthcare | Maintains | Outperform → Outperform | — | -0.3% | +0.0% |
| May 1, 2026 | AXTI | AXT, Inc. | Technology | Maintains | Outperform → Outperform | — | -0.5% | +21.2% |
| May 1, 2026 | CHKP | Check Point Software Technologies Ltd. | Technology | Maintains | Outperform → Outperform | — | +2.2% | +1.8% |
| May 1, 2026 | ROKU | Roku, Inc. | Communication Services | Maintains | Outperform → Outperform | — | +7.7% | +6.0% |
| May 1, 2026 | RBLX | Roblox Corporation | Technology | Maintains | Outperform → Outperform | — | -23.3% | -18.3% |
| May 1, 2026 | AAPL | Apple Inc. | Technology | Maintains | Outperform → Outperform | — | +2.8% | +3.2% |
| Apr 30, 2026 | MCS | The Marcus Corporation | Communication Services | Maintains | Outperform → Outperform | — | -3.2% | -7.2% |
| Apr 30, 2026 | SIMO | Silicon Motion Technology Corporation | Technology | Maintains | Outperform → Outperform | — | +4.2% | +0.6% |
| Apr 30, 2026 | TENB | Tenable Holdings, Inc. | Technology | Maintains | Outperform → Outperform | — | -5.5% | -2.7% |
| Apr 30, 2026 | CTSH | Cognizant Technology Solutions Corporation | Technology | Maintains | Neutral → Neutral | — | -0.3% | -3.3% |
| Apr 30, 2026 | BIIB | Biogen Inc. | Healthcare | Maintains | Neutral → Neutral | — | -0.2% | -2.6% |
| Apr 30, 2026 | MSFT | Microsoft Corporation | Technology | Maintains | Outperform → Outperform | — | -3.2% | -3.9% |
| Apr 29, 2026 | VRNS | Varonis Systems, Inc. | Technology | Maintains | Outperform → Outperform | — | +16.8% | +7.3% |
| Apr 29, 2026 | AXTI | AXT, Inc. | Technology | Maintains | Outperform → Outperform | — | +3.1% | +3.4% |
| Apr 29, 2026 | KNSA | Kiniksa Pharmaceuticals, Ltd. | Healthcare | Maintains | Outperform → Outperform | — | +0.1% | -1.6% |
| Apr 29, 2026 | GM | General Motors Company | Consumer Cyclical | Maintains | Outperform → Outperform | — | -0.9% | -3.0% |
| Apr 29, 2026 | STX | Seagate Technology Holdings plc | Technology | Maintains | Outperform → Outperform | — | +15.4% | +11.1% |