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 | 85.7% | 84 | 71.8% | 85 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Aug 20, 2026 | TGB | Taseko Mines Limited | Basic Materials | Initiates | Buy | — | — | — |
| Aug 19, 2026 | MD | Pediatrix Medical Group, Inc. | Healthcare | Downgrade | Buy → Hold | $28 | -1.5% | -1.3% |
| Aug 19, 2026 | DLTR | Dollar Tree, Inc. | Consumer Defensive | Upgrade | Underperform → Hold | $135 | +1.6% | +1.0% |
| Aug 17, 2026 | HON | Honeywell International Inc. | Industrials | Reiterates | Hold | $255 | -0.7% | -1.9% |
| Aug 17, 2026 | FRNM | — | — | Initiates | Buy | $17 | -0.5% | +12.5% |
| Aug 14, 2026 | AEHR | Aehr Test Systems | Technology | Initiates | Buy | $175 | +8.4% | +8.7% |
| Aug 14, 2026 | NERV | Minerva Neurosciences, Inc. | Healthcare | Upgrade | Hold → Buy | $10 | +12.8% | +16.8% |
| Aug 13, 2026 | INO | Inovio Pharmaceuticals, Inc. | Healthcare | Upgrade | Hold → Buy | $3 | +5.2% | +16.9% |
| Aug 13, 2026 | FIVE | Five Below, Inc. | Consumer Cyclical | Upgrade | Hold → Buy | $350 | +4.4% | +1.5% |
| Aug 13, 2026 | BRSL | Brightstar Lottery | Consumer Cyclical | Upgrade | Hold → Buy | $16 | +3.4% | +3.4% |
| Aug 12, 2026 | GAP | The Gap, Inc. | Consumer Cyclical | Downgrade | Buy → Hold | $23 | -1.3% | -3.4% |
| Aug 11, 2026 | ROOT | Root, Inc. | Financial Services | Downgrade | Buy → Hold | $58 | -4.3% | -3.5% |
| Aug 10, 2026 | UBER | Uber Technologies, Inc. | Technology | Reiterates | Buy | $110 | +0.5% | +4.0% |
| Aug 10, 2026 | CSQR | — | — | Initiates | Buy | $29 | +0.5% | +0.4% |
| Aug 10, 2026 | AAPL | Apple Inc. | Technology | Downgrade | Hold → Underperform | $264 | -2.1% | -1.6% |
| Aug 7, 2026 | AIP | Arteris, Inc. | Technology | Upgrade | Hold → Buy | $50 | +0.2% | -5.8% |
| Aug 6, 2026 | REXR | Rexford Industrial Realty, Inc. | Real Estate | Downgrade | Buy → Hold | $40 | -0.3% | -1.5% |
| Aug 6, 2026 | LXP | LXP Industrial Trust | Real Estate | Downgrade | Buy → Hold | $61 | +0.1% | -0.1% |
| Aug 6, 2026 | LRLCY | — | — | Upgrade | Underperform → Hold | — | +0.8% | -0.2% |
| Aug 6, 2026 | JJSF | J&J Snack Foods Corp. | Consumer Defensive | Upgrade | Hold → Buy | $101 | +3.3% | +8.5% |
| Aug 5, 2026 | BBY | Best Buy Co., Inc. | Consumer Cyclical | Downgrade | Buy → Hold | $85 | -2.2% | -2.1% |
| Aug 4, 2026 | CI | Cigna Corporation | Healthcare | Downgrade | Buy → Hold | $307 | -2.1% | -2.8% |
| Aug 3, 2026 | PSN | Parsons Corporation | Industrials | Upgrade | Hold → Buy | $52 | +1.8% | +7.7% |
| Jul 29, 2026 | KO | The Coca-Cola Company | Consumer Defensive | Reiterates | Buy | $104 | +0.4% | +0.9% |
| Jul 29, 2026 | CAKE | The Cheesecake Factory Incorporated | Consumer Cyclical | Downgrade | Buy → Hold | $88 | +4.4% | +13.6% |