Jefferies
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Jefferies Group, founded in 1962 as a boutique securities firm by Boyd Jefferies, has grown into one of Wall Street's most respected independent investment banks and research powerhouses. Today the firm operates with a global footprint and has established itself as a significant player in equity research with approximately 11,042 analyst ratings calls covering US equities in our database. Jefferies is particularly renowned for deep expertise across technology, healthcare, and telecommunications sectors, where their analysts have built strong reputations for contrarian insights and detailed fundamental analysis. The firm has maintained a distinctive research culture centered on intellectual independence and high-conviction calls, often willing to challenge consensus views when their analysis warrants it, which has earned them a loyal following among institutional investors who value original thinking over groupthink.
Upgrades
1,173
80.99% win rate
· avg +3.09% D1
Downgrades
1,203
78.3% win rate
· avg -3.74% D1
Avg Gap — Upgrades
+2.40%
open vs prev close
Avg Gap — Downgrades
-3.22%
open vs prev close
Performance by Sector
| Sector | ↑ Win% | ↑ D1 | ↓ Win% | ↓ D1 |
|---|---|---|---|---|
| Healthcare | 82.38% (193) | +5.91% | 79.91% (224) | -7.46% |
| Consumer Cyclical | 80.11% (176) | +2.92% | 74.61% (193) | -3.17% |
| Technology | 86.13% (137) | +3.90% | 75.59% (127) | -4.49% |
| Industrials | 83.93% (112) | +3.18% | 83.33% (120) | -2.79% |
| Energy | 71.90% (121) | +2.30% | 74.76% (103) | -2.55% |
| Real Estate | 85.85% (106) | +1.24% | 77.68% (112) | -0.97% |
| Financial Services | 78.49% (93) | +1.77% | 80.85% (94) | -3.43% |
| Consumer Defensive | 83.78% (74) | +2.83% | 77.46% (71) | -4.37% |
| Basic Materials | 84.06% (69) | +2.69% | 80.00% (60) | -2.53% |
| Utilities | 73.58% (53) | +1.23% | 82.69% (52) | -1.79% |
| Communication Services | 75.68% (37) | +1.11% | 80.95% (42) | -1.35% |
Win Rate by Year
| Year | ↑ Win% | ↑ Calls | ↓ Win% | ↓ Calls |
|---|---|---|---|---|
| 2026 | 86.5% | 89 | 73.4% | 94 |
| 2025 | 82.1% | 151 | 69.5% | 131 |
| 2024 | 86.4% | 132 | 77.9% | 113 |
| 2023 | 77.2% | 92 | 81.8% | 121 |
| 2022 | 80.3% | 66 | 84.2% | 114 |
| 2021 | 89.4% | 94 | 78.6% | 56 |
| 2020 | 73.6% | 110 | 75.6% | 86 |
| 2019 | 77.8% | 45 | 74.7% | 75 |
| 2018 | 80.5% | 87 | 84.7% | 59 |
| 2017 | 73.7% | 76 | 88.2% | 68 |
Recent Calls
| Date | Ticker | Company | Sector | Action | Grade Change | PT | Gap | D1 |
|---|---|---|---|---|---|---|---|---|
| Oct 6, 2026 | MYRG | MYR Group Inc. | Industrials | Upgrade | Hold → Buy | $370 | — | — |
| Oct 5, 2026 | IOT | Samsara Inc. | Technology | Initiates | Buy | $50 | +2.1% | +3.1% |
| Oct 2, 2026 | EIX | Edison International | Utilities | Downgrade | Hold → Underperform | $42 | -1.6% | +0.2% |
| Sep 29, 2026 | ARRY | Array Technologies, Inc. | Energy | Reiterates | Buy | $7 | +2.9% | +4.2% |
| Sep 28, 2026 | QTTB | Q32 Bio Inc. | Healthcare | Initiates | Buy | $29 | +5.0% | +5.2% |
| Sep 28, 2026 | RBLX | Roblox Corporation | Technology | Downgrade | Hold → Underperform | $38 | -6.1% | -9.9% |
| Sep 25, 2026 | CRK | Comstock Resources, Inc. | Energy | Initiates | Hold | $14 | -2.3% | -5.1% |
| Sep 25, 2026 | GPOR | Gulfport Energy Corporation | Energy | Downgrade | Buy → Hold | $180 | -3.4% | -4.5% |
| Sep 23, 2026 | AVEX | Aevex Corp. | Industrials | Reiterates | Buy | $26 | +0.7% | +3.4% |
| Sep 23, 2026 | DCH | Dauch Corporation | Industrials | Downgrade | Buy → Hold | $7 | -4.9% | -3.9% |
| Sep 22, 2026 | WPC | W. P. Carey Inc. | Real Estate | Initiates | Buy | $73 | +0.6% | +1.0% |
| Sep 22, 2026 | CXT | Crane NXT, Co. | Industrials | Initiates | Buy | $60 | +4.2% | +5.8% |
| Sep 22, 2026 | VLO | Valero Energy Corporation | Energy | Downgrade | Buy → Hold | $401 | -2.1% | -4.1% |
| Sep 22, 2026 | MPC | Marathon Petroleum Corporation | Energy | Downgrade | Buy → Hold | $413 | -2.7% | -3.2% |
| Sep 21, 2026 | ARHS | Arhaus, Inc. | Consumer Cyclical | Upgrade | Hold → Buy | $10 | +10.4% | +12.1% |
| Sep 18, 2026 | FLNC | Fluence Energy, Inc. | Utilities | Downgrade | Buy → Hold | $7 | -1.6% | -4.4% |
| Sep 17, 2026 | TKNO | Alpha Teknova, Inc. | Healthcare | Initiates | Buy | $9 | +4.1% | +4.8% |
| Sep 15, 2026 | WELL | Welltower Inc. | Real Estate | Reiterates | Buy | $275 | -0.3% | -0.6% |
| Sep 15, 2026 | VTR | Ventas, Inc. | Real Estate | Reiterates | Buy | $102 | +0.0% | -0.6% |
| Sep 15, 2026 | HR | Healthcare Realty Trust Incorporated | Real Estate | Reiterates | Hold | $20 | -0.1% | -1.5% |
| Sep 15, 2026 | JAN | Janus Living, Inc. | Real Estate | Initiates | Buy | $36 | +0.9% | +1.7% |
| Sep 10, 2026 | ANL | Adlai Nortye Ltd. | Healthcare | Initiates | Buy | $31 | +1.8% | +2.7% |
| Sep 9, 2026 | PRSU | Pursuit Attractions and Hospitality, Inc. | Industrials | Initiates | Buy | $61 | +0.7% | +0.7% |
| Sep 9, 2026 | LIND | Lindblad Expeditions Holdings, Inc. | Consumer Cyclical | Initiates | Hold | $29 | -2.3% | -4.5% |
| Sep 9, 2026 | FWONK | Formula One Group | Communication Services | Initiates | Buy | $115 | +0.6% | +1.9% |