BMO Capital Markets
Upgrade grade
B
Downgrade grade
D
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Upgrades
7
85.71% win rate
· avg +1.48% D1
Downgrades
0
0.0% win rate
· avg +0.00% D1
Avg Gap — Upgrades
+1.35%
open vs prev close
Avg Gap — Downgrades
+0.00%
open vs prev close
Performance by Sector
| Sector | ↑ Win% | ↑ D1 | ↓ Win% | ↓ D1 |
|---|
Win Rate by Year
| Year | ↑ Win% | ↑ Calls | ↓ Win% | ↓ Calls |
|---|
Recent Calls
| Date | Ticker | Company | Sector | Action | Grade Change | PT | Gap | D1 |
|---|---|---|---|---|---|---|---|---|
| May 21, 2026 | INTU | Intuit Inc. | Technology | Reiterates | Outperform | $412 | — | — |
| May 19, 2026 | THG | The Hanover Insurance Group, Inc. | Financial Services | Downgrade | Outperform → Market Perform | $203 | -1.4% | -1.9% |
| May 18, 2026 | YSWY | Yesway, Inc. | — | Initiates | Outperform | $30 | -2.4% | -2.2% |
| May 18, 2026 | NHP | National Healthcare Properties, Inc. (NHP) | Real Estate | Initiates | Market Perform | $17 | -0.9% | +1.2% |
| May 15, 2026 | MDB | MongoDB, Inc. | Technology | Reiterates | Outperform | $360 | +0.5% | +3.0% |
| May 14, 2026 | NAVN | Navan, Inc. | Technology | Reiterates | Outperform | $22 | +0.2% | +2.5% |
| May 14, 2026 | DT | Dynatrace, Inc. | Technology | Reiterates | Outperform | $43 | +0.2% | +6.9% |
| May 8, 2026 | VERX | Vertex, Inc. | Technology | Reiterates | Outperform | $17 | +0.4% | +1.8% |
| May 8, 2026 | PCTY | Paylocity Holding Corporation | Technology | Reiterates | Outperform | $143 | +5.3% | +1.7% |
| May 8, 2026 | HUBS | HubSpot, Inc. | Technology | Reiterates | Outperform | $230 | -23.7% | -19.0% |
| May 8, 2026 | DDOG | Datadog, Inc. | Technology | Reiterates | Outperform | $220 | -1.7% | +6.1% |
| May 8, 2026 | BILL | Bill.com Holdings, Inc. | Technology | Reiterates | Market Perform | $46 | +8.9% | +11.1% |
| May 7, 2026 | PAYC | Paycom Software, Inc. | Technology | Reiterates | Market Perform | $145 | +3.7% | +9.6% |
| May 7, 2026 | FTNT | Fortinet, Inc. | Technology | Reiterates | Market Perform | $117 | +17.0% | +20.0% |
| May 7, 2026 | SIGI | Selective Insurance Group, Inc. | Financial Services | Upgrade | Market Perform → Outperform | $97 | +2.0% | +2.0% |
| May 7, 2026 | PLD | Prologis, Inc. | Real Estate | Upgrade | Market Perform → Outperform | $162 | +0.3% | -0.4% |
| May 7, 2026 | LPX | Louisiana-Pacific Corporation | Basic Materials | Upgrade | Market Perform → Outperform | $94 | -1.0% | +4.1% |
| May 6, 2026 | BL | BlackLine, Inc. | Technology | Reiterates | Market Perform | $36 | -0.6% | -8.6% |
| May 5, 2026 | UFPI | UFP Industries, Inc. | Basic Materials | Upgrade | Market Perform → Outperform | $108 | +3.2% | +2.8% |
| May 4, 2026 | FTNT | Fortinet, Inc. | Technology | Reiterates | Market Perform | $100 | +0.3% | +3.4% |
| May 1, 2026 | TEAM | Atlassian Corporation | Technology | Reiterates | Outperform | $105 | +20.9% | +29.6% |
| May 1, 2026 | WTW | Willis Towers Watson Public Limited Company | Financial Services | Upgrade | Market Perform → Outperform | $300 | +2.7% | +0.1% |
| May 1, 2026 | APD | Air Products and Chemicals, Inc. | Basic Materials | Upgrade | Market Perform → Outperform | $360 | +1.3% | +0.3% |
| Apr 30, 2026 | MSFT | Microsoft Corporation | Technology | Reiterates | Outperform | $515 | -3.2% | -3.9% |
| Apr 28, 2026 | MSFT | Microsoft Corporation | Technology | Reiterates | Outperform | $505 | -0.1% | +1.0% |