Freedom Broker
Upgrade grade
D
Downgrade grade
D
Freedom Broker is a mid-sized investment bank and equity research firm that has established itself as a focused player in the U.S. equities market, with approximately 287 analyst ratings calls documented in our database reflecting active engagement across diverse sectors. The firm maintains a reputation for providing independent research perspectives, positioning itself as an alternative to larger Wall Street institutions with a particular emphasis on serving institutional investors seeking differentiated analysis. Freedom Broker has developed notable expertise across technology, healthcare, and consumer sectors, with their research team known for deep-dive fundamental analysis rather than consensus-driven ratings. What distinguishes Freedom Broker in the competitive research landscape is their commitment to transparency in analyst positioning and their willingness to challenge prevailing market narratives, earning respect among sophisticated investors who value contrarian insights backed by rigorous company-level research.
Upgrades
34
58.82% win rate
· avg +0.61% D1
Downgrades
54
61.11% win rate
· avg -0.69% D1
Avg Gap — Upgrades
-0.01%
open vs prev close
Avg Gap — Downgrades
+0.43%
open vs prev close
Performance by Sector
| Sector | ↑ Win% | ↑ D1 | ↓ Win% | ↓ D1 |
|---|---|---|---|---|
| Energy | — | — | 68.42% (19) | -1.51% |
Win Rate by Year
| Year | ↑ Win% | ↑ Calls | ↓ Win% | ↓ Calls |
|---|---|---|---|---|
| 2026 | 65.0% | 20 | 64.7% | 34 |
| 2025 | 50.0% | 14 | 55.0% | 20 |
Recent Calls
| Date | Ticker | Company | Sector | Action | Grade Change | PT | Gap | D1 |
|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | INTC | Intel Corporation | Technology | Upgrade | Hold → Buy | — | -4.4% | -0.6% |
| Apr 17, 2026 | TMUS | T-Mobile US, Inc. | Communication Services | Upgrade | Hold → Buy | — | -1.2% | +0.3% |
| Apr 7, 2026 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | Maintains | Buy → Buy | — | -0.7% | +1.0% |
| Mar 26, 2026 | LUV | Southwest Airlines Co. | Industrials | Maintains | Buy → Buy | — | -1.0% | -1.6% |
| Mar 26, 2026 | PCAR | PACCAR Inc | Industrials | Downgrade | Buy → Hold | — | -0.2% | -0.9% |
| Mar 23, 2026 | BEEM | Beam Global | Energy | Maintains | Buy → Buy | — | +1.4% | +2.1% |
| Mar 23, 2026 | AXR | AMREP Corporation | Real Estate | Maintains | Buy → Buy | — | +4.3% | +4.2% |
| Mar 13, 2026 | GRNT | Granite Ridge Resources, Inc | Energy | Maintains | Hold → Hold | — | -0.8% | +1.2% |
| Mar 12, 2026 | LFMD | LifeMD, Inc. | Healthcare | Maintains | Buy → Buy | — | -0.2% | -3.0% |
| Mar 12, 2026 | BWMX | Betterware de México, S.A.P.I. de C.V. | Consumer Cyclical | Maintains | Buy → Buy | — | -0.5% | -3.4% |
| Mar 12, 2026 | SMA | Smartstop Self Storage REIT Inc | Real Estate | Maintains | Buy → Buy | — | -0.9% | -1.5% |
| Mar 12, 2026 | WDAY | Workday, Inc. | Technology | Maintains | Buy → Buy | — | -0.4% | -2.7% |
| Mar 11, 2026 | SD | SandRidge Energy, Inc. | Energy | Downgrade | Buy → Sell | — | -0.2% | -1.8% |
| Mar 11, 2026 | REPX | Riley Exploration Permian, Inc. | Energy | Maintains | Buy → Buy | — | -0.6% | +3.9% |
| Mar 11, 2026 | AI | C3.ai, Inc. | Technology | Maintains | Hold → Hold | — | +1.6% | +3.3% |
| Mar 11, 2026 | ATEN | A10 Networks, Inc. | Technology | Maintains | Buy → Buy | — | +0.4% | +1.7% |
| Mar 11, 2026 | SBUX | Starbucks Corporation | Consumer Cyclical | Maintains | Hold → Hold | — | +0.2% | +0.7% |
| Mar 11, 2026 | PANW | Palo Alto Networks, Inc. | Technology | Maintains | Buy → Buy | — | +0.6% | -0.4% |
| Mar 10, 2026 | SD | SandRidge Energy, Inc. | Energy | Downgrade | Buy → Sell | — | -0.5% | -3.1% |
| Mar 10, 2026 | WBD | Warner Bros. Discovery, Inc. | Communication Services | Maintains | Hold → Hold | — | -0.0% | +0.0% |
| Mar 9, 2026 | MLR | Miller Industries, Inc. | Consumer Cyclical | Maintains | Hold → Hold | — | -2.9% | -2.1% |
| Mar 9, 2026 | ITRN | Ituran Location and Control Ltd. | Technology | Maintains | Buy → Buy | — | -1.8% | +0.3% |
| Mar 9, 2026 | PLPC | Preformed Line Products Company | Industrials | Upgrade | Hold → Buy | — | -2.8% | +3.2% |
| Mar 9, 2026 | ATEN | A10 Networks, Inc. | Technology | Maintains | Buy → Buy | — | -1.0% | -0.1% |
| Mar 6, 2026 | BYRN | Byrna Technologies Inc. | Industrials | Maintains | Buy → Buy | — | -1.8% | -4.1% |