▲ Analyst Firm Track Record

Win rate = % of upgrade/downgrade calls where the stock moved in the predicted direction 90 days later, across every stock we track. Requires 5+ resolved calls to appear — newer or less-frequent firms will show up here as we accumulate more history. Read our full methodology →
#FirmWin RateCallsAvg Return
1 Guggenheim 62.5% 8 +29.0%
2 Jones Trading 57.1% 14 +25.3%
3 Jefferies 50.0% 6 -10.2%
4 William Blair 44.4% 9 -29.5%
5 JP Morgan 42.9% 7 -17.4%
6 LUCID CAPITAL MARKETS 40.0% 5 -4.8%
7 Cantor Fitzgerald 40.0% 10 -14.9%
8 BTIG 37.5% 8 -15.7%
9 UBS 33.3% 6 -23.2%
10 Chardan Capital 33.3% 6 -22.3%
11 D. Boral Capital 32.0% 25 -9.5%
12 HC Wainwright & Co. 31.2% 48 -7.7%
13 Rodman & Renshaw 28.6% 7 -23.9%
14 Leerink Partners 28.6% 7 -30.1%
15 EF Hutton 28.6% 14 +2.1%
16 Maxim Group 27.5% 40 +16.6%
17 Lake Street 27.3% 11 -13.3%
18 Roth MKM 25.0% 12 -30.4%
19 Ladenburg Thalmann 25.0% 8 -22.0%
20 Scotiabank 20.0% 5 +6.0%
21 Needham 20.0% 5 -22.4%
22 Brookline Capital 20.0% 5 +7.1%
23 B. Riley Securities 16.7% 6 +8.6%
24 Piper Sandler 14.3% 7 -15.8%
25 Oppenheimer 14.3% 7 -26.7%
26 Alliance Global Partners 14.3% 7 -35.4%
27 Litchfield Hills 0.0% 6 -37.9%