Wunderlich
Upgrade grade
B
Downgrade grade
A
Wunderlich Securities traces its roots back to 1899, making it one of the older investment banking institutions in the United States, though it has evolved significantly through various ownership changes and reorganizations over its long history. As a mid-sized investment bank and equity research provider, Wunderlich maintains a focused research operation with substantial coverage of US equities, reflected in their approximately 889 analyst ratings in our database. The firm has developed particular expertise in covering select sectors including technology, healthcare, and specialty finance, where they provide detailed fundamental analysis to institutional and retail clients. Distinctive to Wunderlich's reputation is their approach to independent research, often positioning themselves as contrarian voices willing to challenge consensus views, which has made them notable among investors seeking alternative perspectives on heavily-covered names.
Upgrades
74
79.73% win rate
· avg +2.57% D1
Downgrades
103
82.52% win rate
· avg -3.05% D1
Avg Gap — Upgrades
+2.67%
open vs prev close
Avg Gap — Downgrades
-2.79%
open vs prev close
Performance by Sector
| Sector | ↑ Win% | ↑ D1 | ↓ Win% | ↓ D1 |
|---|---|---|---|---|
| Technology | 66.67% (15) | +1.43% | 75.00% (20) | -6.65% |
| Financial Services | 93.33% (15) | +4.22% | 94.44% (18) | -1.55% |
| Real Estate | 83.33% (12) | +1.97% | 93.33% (15) | -2.26% |
| Consumer Cyclical | — | — | 78.95% (19) | -3.61% |
Win Rate by Year
| Year | ↑ Win% | ↑ Calls | ↓ Win% | ↓ Calls |
|---|---|---|---|---|
| 2017 | — | — | 66.7% | 12 |
| 2016 | 78.6% | 14 | 84.2% | 19 |
| 2015 | 80.0% | 10 | 94.7% | 19 |
| 2014 | 81.0% | 21 | 87.5% | 16 |
| 2013 | 85.7% | 14 | 70.8% | 24 |
| 2012 | — | — | 90.0% | 10 |
Recent Calls
| Date | Ticker | Company | Sector | Action | Grade Change | PT | Gap | D1 |
|---|---|---|---|---|---|---|---|---|
| Nov 25, 2020 | GLBS | Globus Maritime Limited | Industrials | Upgrade | Hold → Buy | — | -0.4% | +2.8% |
| Nov 25, 2020 | GLBS | Globus Maritime Limited | Industrials | Maintains | Hold → Hold | — | -0.4% | +2.8% |
| Nov 25, 2020 | RPT | Rithm Property Trust Inc. | Real Estate | Upgrade | Hold → Buy | — | -1.0% | -1.0% |
| Nov 25, 2020 | RPT | Rithm Property Trust Inc. | Real Estate | Maintains | Hold → Hold | — | -1.0% | -1.0% |
| Nov 25, 2020 | TCPC | BlackRock TCP Capital Corp. | Financial Services | Maintains | Hold → Hold | — | +0.1% | -0.1% |
| Nov 25, 2020 | TCPC | BlackRock TCP Capital Corp. | Financial Services | Downgrade | Buy → Hold | — | +0.1% | -0.1% |
| Nov 25, 2020 | ESEA | Euroseas Ltd. | Industrials | Maintains | Hold → Hold | — | -1.8% | -7.7% |
| Nov 25, 2020 | IPI | Intrepid Potash, Inc. | Basic Materials | Maintains | Buy → Buy | — | -0.9% | -4.8% |
| Nov 25, 2020 | GRPN | Groupon, Inc. | Communication Services | Upgrade | Hold → Buy | — | -1.9% | -0.5% |
| Nov 25, 2020 | GRPN | Groupon, Inc. | Communication Services | Downgrade | Buy → Hold | — | -1.9% | -0.5% |
| Sep 23, 2020 | TSLA | Tesla, Inc. | Consumer Cyclical | Downgrade | Buy → Sell | — | -4.5% | -10.3% |
| Jun 28, 2017 | KOP | Koppers Holdings Inc. | Basic Materials | Upgrade | Hold → Buy | — | +4.1% | +7.8% |
| Jun 22, 2017 | ANF | Abercrombie & Fitch Co. | Consumer Cyclical | Upgrade | Sell → Hold | — | +1.5% | +1.2% |
| Jun 13, 2017 | ESE | ESCO Technologies Inc. | Technology | Maintains | Buy → Buy | — | +1.4% | +1.9% |
| Jun 2, 2017 | VSAT | Viasat, Inc. | Technology | Upgrade | Sell → Hold | — | +2.3% | +5.6% |
| May 17, 2017 | BBDC | Barings BDC, Inc. | Financial Services | Maintains | Buy → Buy | — | +0.3% | +0.8% |
| May 11, 2017 | OLP | One Liberty Properties, Inc. | Real Estate | Maintains | Hold → Hold | — | -0.4% | -1.5% |
| May 11, 2017 | UMH | UMH Properties, Inc. | Real Estate | Maintains | Buy → Buy | — | -1.2% | +0.2% |
| May 11, 2017 | ANF | Abercrombie & Fitch Co. | Consumer Cyclical | Downgrade | Hold → Sell | — | -1.1% | -0.8% |
| May 8, 2017 | HTGC | Hercules Capital, Inc. | Financial Services | Downgrade | Buy → Hold | — | -2.6% | -1.8% |
| May 3, 2017 | MBUU | Malibu Boats, Inc. | Consumer Cyclical | Downgrade | Buy → Hold | — | +0.1% | -1.0% |
| Mar 24, 2017 | OXM | Oxford Industries, Inc. | Consumer Cyclical | Maintains | Buy → Buy | — | -7.4% | +5.6% |
| Mar 22, 2017 | CNK | Cinemark Holdings, Inc. | Communication Services | Downgrade | Buy → Hold | — | -1.2% | -2.0% |
| Mar 22, 2017 | NPO | EnPro Industries, Inc. | Industrials | Maintains | Buy → Buy | — | +0.6% | +0.3% |
| Mar 17, 2017 | ADBE | Adobe Inc. | Technology | Upgrade | Hold → Buy | — | +5.0% | +3.8% |