Analyst Intelligence
438,000+ ratings · 14 years · which firms actually move stocks
72 firms ·
ranked by D1 win rate (% of Upgrades where stock closed positive on rating day) ·
all-time data (2012–present)
| # | Firm | Calls | Win Rate | Avg Gap | Avg D1 | Avg D2 | Grade |
|---|---|---|---|---|---|---|---|
| 1 | Northcoast Research | 127 |
84.3%
|
+1.92% | +3.06% | +0.51% | A+ |
| 2 | Stifel | 835 |
83.7%
|
+2.99% | +3.53% | +0.45% | A+ |
| 3 | BTIG | 250 |
83.6%
|
+3.62% | +4.42% | +0.07% | A+ |
| 4 | Jefferies | 1172 |
81.0%
|
+2.40% | +3.09% | +0.09% | A+ |
| 5 | Longbow Research | 174 |
81.0%
|
+2.01% | +1.95% | +0.33% | A |
| 6 | KeyBanc Capital Markets | 605 |
80.0%
|
+2.17% | +2.46% | +0.24% | A |
| 7 | BofA Securities | 2254 |
79.6%
|
+2.48% | +2.79% | +0.28% | A |
| 8 | Piper Sandler | 963 |
79.4%
|
+2.88% | +3.41% | +0.36% | A |
| 9 | Baird | 738 |
79.4%
|
+2.54% | +2.79% | +0.29% | A |
| 10 | Keefe Bruyette & Woods | 252 |
79.4%
|
+1.42% | +1.70% | +0.42% | B |
| 11 | Janney Montgomery Scott | 193 |
79.3%
|
+2.43% | +3.19% | +0.51% | A |
| 12 | Craig-Hallum | 216 |
79.2%
|
+6.25% | +7.37% | +0.52% | A |
| 13 | Sidoti & Co. | 191 |
79.1%
|
+2.66% | +4.26% | +0.09% | A |
| 14 | Stephens & Co. | 348 |
79.0%
|
+2.43% | +3.04% | +0.35% | A |
| 15 | Oppenheimer | 427 |
78.9%
|
+2.68% | +3.19% | +0.12% | A |
| 16 | Goldman Sachs | 1583 |
78.8%
|
+2.18% | +2.17% | +0.13% | B |
| 17 | Needham | 270 |
78.5%
|
+4.32% | +4.87% | +0.18% | A |
| 18 | TD Cowen | 450 |
78.4%
|
+3.37% | +3.25% | +0.15% | A |
| 19 | Morgan Stanley | 1663 |
78.3%
|
+2.56% | +2.82% | +0.36% | B |
| 20 | Truist | 244 |
78.3%
|
+2.72% | +2.92% | +0.13% | B |
| 21 | Raymond James | 1511 |
78.0%
|
+2.63% | +3.10% | +0.34% | A |
| 22 | Deutsche Bank | 981 |
78.0%
|
+2.16% | +2.43% | +0.18% | B |
| 23 | Sterne Agee | 172 |
77.9%
|
+1.92% | +2.36% | +0.28% | B |
| 24 | Maxim Group | 107 |
77.6%
|
+14.54% | +9.80% | +0.65% | B |
| 25 | Keefe, Bruyette & Woods | 519 |
77.3%
|
+1.68% | +2.04% | +0.37% | B |
| 26 | DA Davidson | 410 |
77.3%
|
+2.38% | +2.76% | +0.32% | B |
| 27 | KeyBanc | 387 |
77.3%
|
+1.72% | +2.07% | +0.08% | B |
| 28 | Wells Fargo | 1230 |
77.1%
|
+2.02% | +2.18% | +0.16% | B |
| 29 | UBS | 1167 |
77.0%
|
+1.63% | +2.00% | +0.18% | B |
| 30 | JP Morgan | 2081 |
76.9%
|
+2.71% | +2.97% | +0.24% | B |
| 31 | William Blair | 199 |
76.9%
|
+4.42% | +4.95% | +0.22% | B |
| 32 | Northland Capital Markets | 134 |
76.9%
|
+4.35% | +5.30% | +0.05% | B |
| 33 | Janney Capital | 136 |
76.5%
|
+2.26% | +3.38% | +0.52% | B |
| 34 | B. Riley Securities | 320 |
76.3%
|
+4.55% | +5.01% | +0.68% | B |
| 35 | Wedbush | 345 |
76.2%
|
+3.74% | +3.94% | -0.08% | B |
| 36 | Wolfe Research | 491 |
76.0%
|
+1.21% | +1.51% | +0.22% | B |
| 37 | Credit Suisse | 883 |
75.8%
|
+1.73% | +2.04% | +0.50% | B |
| 38 | JMP Securities | 216 |
75.5%
|
+3.40% | +3.89% | +0.70% | B |
| 39 | RBC Capital | 847 |
75.1%
|
+1.93% | +2.26% | +0.23% | B |
| 40 | Loop Capital | 192 |
75.0%
|
+2.30% | +2.49% | -0.18% | B |
| 41 | Benchmark | 156 |
75.0%
|
+3.53% | +4.10% | -0.05% | B |
| 42 | Sandler O'Neill | 112 |
75.0%
|
+1.55% | +1.46% | +0.36% | C |
| 43 | Barclays | 1173 |
74.9%
|
+1.89% | +2.01% | +0.16% | B |
| 44 | Canaccord Genuity | 289 |
74.7%
|
+3.31% | +3.78% | +0.02% | B |
| 45 | SunTrust Robinson Humphrey | 273 |
74.7%
|
+2.48% | +3.03% | +0.23% | B |
| 46 | Macquarie | 367 |
74.4%
|
+1.33% | +1.56% | +0.45% | C |
| 47 | BMO Capital | 770 |
73.8%
|
+1.92% | +2.06% | +0.28% | C |
| 48 | Buckingham Research | 103 |
73.8%
|
+1.88% | +1.98% | +0.02% | C |
| 49 | B. Riley FBR | 226 |
73.5%
|
+4.11% | +4.43% | +0.54% | B |
| 50 | Evercore ISI | 733 |
73.3%
|
+1.80% | +1.67% | +0.11% | C |
| 51 | TD Securities | 100 |
73.0%
|
+1.27% | +1.48% | +0.24% | C |
| 52 | Mizuho | 404 |
72.5%
|
+2.09% | +1.83% | -0.02% | C |
| 53 | Ladenburg Thalmann | 109 |
72.5%
|
+2.88% | +2.39% | +0.83% | C |
| 54 | Citigroup | 1468 |
72.2%
|
+2.16% | +2.31% | +0.40% | C |
| 55 | Bernstein | 320 |
72.2%
|
+1.60% | +1.77% | +0.36% | C |
| 56 | Seaport Global | 241 |
72.2%
|
+1.67% | +1.79% | +0.02% | C |
| 57 | MKM Partners | 115 |
72.2%
|
+2.84% | +2.91% | -0.32% | C |
| 58 | Nomura | 199 |
71.9%
|
+1.59% | +1.95% | +0.15% | C |
| 59 | Roth Capital | 117 |
71.8%
|
+3.73% | +4.75% | +1.21% | C |
| 60 | Susquehanna | 345 |
71.6%
|
+1.74% | +1.74% | +0.46% | C |
| 61 | Compass Point | 238 |
71.0%
|
+1.87% | +2.06% | +0.41% | C |
| 62 | Guggenheim | 361 |
70.9%
|
+2.23% | +2.01% | +0.10% | C |
| 63 | HSBC | 358 |
70.4%
|
+1.54% | +1.62% | -0.15% | C |
| 64 | Exane BNP Paribas | 150 |
70.0%
|
+1.36% | +1.72% | +0.30% | C |
| 65 | ISI Group | 106 |
69.8%
|
+1.35% | +1.60% | +0.30% | D |
| 66 | Cantor Fitzgerald | 112 |
68.8%
|
+4.33% | +5.22% | +1.02% | D |
| 67 | Scotiabank | 282 |
68.4%
|
+1.48% | +1.44% | +0.28% | D |
| 68 | Atlantic Equities | 148 |
67.6%
|
+1.08% | +0.87% | +0.03% | D |
| 69 | Argus | 505 |
63.2%
|
+0.78% | +0.63% | -0.01% | D |
| 70 | Berenberg | 159 |
62.3%
|
+1.50% | +1.11% | +0.00% | D |
| 71 | Societe Generale | 135 |
61.5%
|
+0.88% | +0.66% | +0.04% | D |
| 72 | Standpoint Research | 142 |
58.5%
|
-0.67% | +0.13% | -0.26% | D |
Grade = win rate + magnitude bonus (avg D1 ≥ 3% → +3, ≥ 2% → +1, < 1% → −2) + confidence bonus (150+ calls → +2, < 50 calls → −5).
A+ ≥ 86 · A ≥ 82 · B ≥ 77 · C ≥ 72 · D below.
Upgrade win rate per firm × sector (D1 close > base price). Min 50 calls per cell · all time.
Darker green = more reliable.
| Firm | Tech | Health | Cons.Cyc | Financials | Indust. | Energy | Comm.Svc | Cons.Def | Materials | Real Est. | Utilities |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BofA Securities | 83% | 82% | 81% | 76% | 84% | 75% | 78% | 81% | 76% | 69% | 81% |
| JP Morgan | 79% | 79% | 80% | 75% | 78% | 65% | 81% | 83% | 74% | 69% | — |
| Morgan Stanley | 83% | 81% | 78% | 77% | 79% | 75% | 77% | 80% | 68% | 79% | 62% |
| Goldman Sachs | 80% | 80% | 77% | 80% | 81% | 77% | 81% | 83% | 71% | — | 73% |
| Raymond James | 82% | 78% | 79% | 76% | 81% | 69% | 72% | — | — | 77% | — |
| Citigroup | 79% | 76% | 72% | 71% | 69% | 66% | 72% | 78% | 68% | 61% | — |
| Wells Fargo | 76% | 83% | 83% | 75% | 77% | 73% | 74% | 78% | — | 69% | 76% |
| Jefferies | 86% | 82% | 80% | 78% | 83% | 71% | — | 83% | 84% | 85% | 73% |
| Barclays | 78% | 80% | 75% | 72% | 73% | 73% | 71% | — | 71% | 79% | 74% |
| UBS | 82% | 81% | 70% | 77% | 76% | 66% | 79% | — | 82% | — | 75% |
| Deutsche Bank | 78% | 81% | 81% | 72% | 78% | 80% | — | 81% | 70% | 75% | — |
| Piper Sandler | 77% | 84% | 82% | 79% | — | 76% | — | 73% | — | 73% | — |
| Credit Suisse | 79% | 78% | 77% | 78% | 74% | 69% | — | 87% | 79% | — | 74% |
| Stifel | 89% | 88% | 81% | — | 85% | 73% | — | — | — | 84% | — |
| RBC Capital | 78% | 78% | 72% | 64% | 68% | 80% | — | — | 83% | — | — |
| BMO Capital | 68% | 69% | 82% | 80% | 84% | — | — | 81% | 73% | 64% | — |
| Baird | 82% | 70% | 85% | 78% | 85% | — | — | — | — | 73% | — |
| Evercore ISI | 75% | 73% | 73% | 64% | 79% | — | — | — | — | 78% | 66% |
| KeyBanc Capital Markets | 78% | — | 81% | — | 85% | — | — | — | 83% | 72% | — |
| Keefe, Bruyette & Woods | — | — | — | 77% | — | — | — | — | — | — | — |
Win rate color scale:
■ 88%+
■ 84–88%
■ 80–84%
■ 76–80%
■ 72–76%
■ <72%
■ insufficient data
38 stocks with consensus upgrades in the last 30 days.
Multiple independent firms converging on the same stock = stronger signal.
| Ticker | Company | Sector | # Firms | Firms | Mkt Cap | Price | First | Latest | Avg Gap | Avg D1 |
|---|---|---|---|---|---|---|---|---|---|---|
| INTC | Intel Corporation | Technology | 6 | Freedom Broker, Roth Capital, Evercore ISI, Citigroup, BNP Paribas Exane, HSBC | 538.0B | $110.80 | Apr 21 | Apr 28 | +11.6% | +12.0% |
| AMD | Advanced Micro Devices, Inc. | Technology | 4 | Seaport Research Partners, Goldman, Bernstein, DA Davidson | 732.2B | $447.58 | Apr 24 | May 6 | +14.0% | +17.4% |
| NOK | Nokia Oyj | Technology | 4 | Arete, Argus, Danske Bank, Nordea | 75.2B | $13.67 | Apr 24 | Apr 29 | +2.9% | +3.9% |
| ABNB | Airbnb, Inc. | Consumer Cyclical | 3 | Susquehanna, Oppenheimer, Wells Fargo | 84.4B | $135.55 | Apr 22 | May 8 | +0.6% | -0.1% |
| CL | Colgate-Palmolive Company | Consumer Defensive | 3 | Rothschild& Co, Rothschild & Co, Rothschild & Co Redburn | 73.0B | $90.02 | Apr 21 | Apr 21 | +0.7% | -2.1% |
| NTR | Nutrien Ltd. | Basic Materials | 3 | Raymond James, BofA Securities, Barclays | 34.8B | $71.59 | Apr 27 | May 5 | +1.0% | +1.8% |
| WTW | Willis Towers Watson Public Limited Company | Financial Services | 3 | Citigroup, BMO Capital, BMO Capital Markets | 25.2B | $254.20 | May 1 | May 6 | +2.5% | -0.9% |
| MXL | MaxLinear, Inc. | Technology | 3 | Loop Capital, Roth Capital, Needham | 8.2B | $94.86 | Apr 24 | Apr 29 | +40.2% | +60.7% |
| TXN | Texas Instruments Incorporated | Technology | 2 | Barclays, BofA Securities | 276.0B | $302.31 | Apr 23 | Apr 23 | +10.2% | +19.4% |
| QCOM | QUALCOMM Incorporated | Technology | 2 | Daiwa Securities, Summit Insights | 216.1B | $195.61 | Apr 30 | May 8 | +7.7% | +11.6% |
| IBM | International Business Machines Corporation | Technology | 2 | HSBC, DZ Bank | 210.9B | $222.33 | Apr 24 | Apr 28 | +0.7% | +1.3% |
| MCD | McDonald's Corporation | Consumer Cyclical | 2 | Rothschild & Co, Rothschild & Co Redburn | 201.2B | $280.80 | Apr 23 | Apr 23 | +0.8% | +0.8% |
| TD | The Toronto-Dominion Bank | Financial Services | 2 | Raymond James, Scotiabank | 185.5B | $107.91 | May 4 | May 12 | -0.2% | -0.2% |
| CRWD | CrowdStrike Holdings, Inc. | Technology | 2 | Mizuho, KeyBanc Capital Markets | 159.2B | $616.88 | Apr 21 | Apr 27 | +1.4% | +2.6% |
| BP | BP p.l.c. | Energy | 2 | Argus, RBC Capital Mkts | 119.7B | $45.13 | May 11 | May 11 | +1.6% | +2.0% |
| FTNT | Fortinet, Inc. | Technology | 2 | BTIG Research, Arete | 95.5B | $127.64 | Apr 27 | May 7 | +8.4% | +10.8% |
| CLS | Celestica Inc. | Technology | 2 | TD Cowen, TD Securities | 39.4B | $339.13 | Apr 29 | Apr 29 | +3.0% | +4.2% |
| KDP | Keurig Dr Pepper Inc. | Consumer Defensive | 2 | BNP Paribas, BNP Paribas Exane | 39.3B | $28.85 | Apr 22 | Apr 22 | +0.8% | +0.4% |
| GFS | GLOBALFOUNDRIES Inc. | Technology | 2 | Susquehanna, Cantor Fitzgerald | 37.2B | $66.68 | May 4 | May 6 | +4.0% | +1.0% |
| HAL | Halliburton Company | Energy | 2 | Barclays, Griffin Securities | 36.1B | $42.98 | Apr 22 | May 7 | +0.6% | -0.3% |
| DVN | Devon Energy Corporation | Energy | 2 | Jefferies, Raymond James | 31.3B | $49.69 | May 5 | May 8 | +0.7% | +0.1% |
| CNC | Centene Corporation | Healthcare | 2 | Cantor Fitzgerald, BofA Securities | 29.0B | $59.15 | Apr 29 | Apr 29 | +2.0% | +8.9% |
| BIIB | Biogen Inc. | Healthcare | 2 | UBS, Wells Fargo | 27.6B | $187.80 | Apr 20 | Apr 22 | +1.5% | +2.8% |
| WRB | W. R. Berkley Corporation | Financial Services | 2 | BMO Capital, BMO Capital Markets | 27.3B | $68.52 | Apr 23 | Apr 23 | +1.0% | +1.4% |
| ULTA | Ulta Beauty, Inc. | Consumer Cyclical | 2 | BofA Securities, Jefferies | 21.7B | $481.56 | Apr 20 | May 5 | +1.9% | +3.1% |
| AKAM | Akamai Technologies, Inc. | Technology | 2 | BofA Securities, Craig Hallum | 21.1B | $143.55 | May 8 | May 13 | +13.8% | +17.2% |
| BEN | Franklin Resources, Inc. | Financial Services | 2 | Morgan Stanley, Barclays | 16.1B | $31.20 | Apr 29 | May 6 | +1.6% | +1.1% |
| BALL | Ball Corporation | Consumer Cyclical | 2 | JP Morgan, Raymond James | 15.7B | $56.81 | Apr 21 | May 18 | +1.1% | +0.0% |
| IP | International Paper Company | Consumer Cyclical | 2 | Wells Fargo, Seaport Global | 15.5B | $29.38 | May 1 | May 4 | +1.5% | +1.3% |
| DECK | Deckers Outdoor Corporation | Consumer Cyclical | 2 | Piper Sandler, Bernstein | 14.4B | $94.27 | May 6 | May 18 | +2.3% | +3.3% |
| SITE | SiteOne Landscape Supply, Inc. | Industrials | 2 | Stifel, Deutsche Bank | 5.0B | $110.71 | Apr 30 | May 4 | +2.1% | +2.0% |
| LPX | Louisiana-Pacific Corporation | Basic Materials | 2 | BMO Capital Markets, TD Securities | 4.7B | $67.02 | May 7 | May 7 | -1.0% | +4.1% |
| VSCO | Victoria's Secret & Co. | Consumer Cyclical | 2 | Wells Fargo, BofA Securities | 3.8B | $45.20 | Apr 29 | May 8 | +1.5% | -0.3% |
| FLNC | Fluence Energy, Inc. | Utilities | 2 | HSBC Securities, Roth Capital | 2.3B | $17.91 | May 8 | May 8 | +25.4% | +27.4% |
| AGL | Agilon Health, Inc. | Healthcare | 2 | Jefferies, Deutsche Bank | 1.3B | $80.94 | May 7 | May 7 | +56.5% | +117.8% |
| BRSP | BrightSpire Capital, Inc. | Real Estate | 2 | BTIG, BTIG Research | 723M | $5.70 | Apr 22 | Apr 22 | +3.7% | +3.1% |
| CERS | Cerus Corporation | Healthcare | 2 | BTIG, BTIG Research | 513M | $2.69 | May 1 | May 1 | +32.5% | +34.0% |
| NEO | NeoGenomics, Inc. | Healthcare | 2 | Benchmark, Leerink Partners | 215M | $8.39 | Apr 29 | Apr 29 | +13.6% | -0.7% |