Pivotal Research
Upgrade grade
A+
Downgrade grade
C
Pivotal Research Group was founded in 2009 by former Wall Street analysts seeking to build an independent equity research platform with institutional investor focus. The firm has established itself as a mid-sized research boutique with meaningful coverage across US equities, maintaining a disciplined approach to stock selection and valuation. Pivotal has built particular strength in analyzing technology, consumer discretionary, and industrial companies, earning recognition for contrarian insights and detailed fundamental analysis that often challenge consensus views. The firm is notably known for its rigorous, data-driven research methodology and willingness to make bold calls early, establishing a reputation among institutional clients for thought leadership on transformative industry trends and emerging disruptions before they become widely accepted.
Upgrades
51
84.31% win rate
· avg +3.15% D1
Downgrades
52
71.15% win rate
· avg -2.70% D1
Avg Gap — Upgrades
+1.64%
open vs prev close
Avg Gap — Downgrades
-2.99%
open vs prev close
Performance by Sector
| Sector | ↑ Win% | ↑ D1 | ↓ Win% | ↓ D1 |
|---|---|---|---|---|
| Communication Services | 75.00% (24) | +2.17% | 64.29% (28) | -3.19% |
| Consumer Cyclical | 92.86% (14) | +4.83% | — | — |
Win Rate by Year
| Year | ↑ Win% | ↑ Calls | ↓ Win% | ↓ Calls |
|---|---|---|---|---|
| 2018 | 83.3% | 18 | 69.2% | 13 |
Recent Calls
| Date | Ticker | Company | Sector | Action | Grade Change | PT | Gap | D1 |
|---|---|---|---|---|---|---|---|---|
| Feb 16, 2026 | ROKU | Roku, Inc. | Communication Services | Maintains | Buy → Buy | — | — | — |
| Feb 5, 2026 | GOOGL | Alphabet Inc. | Communication Services | Maintains | Buy → Buy | — | -6.3% | -0.5% |
| Jan 21, 2026 | NFLX | Netflix, Inc. | Communication Services | Maintains | Hold → Hold | — | -5.4% | -2.2% |
| Dec 8, 2025 | NFLX | Netflix, Inc. | Communication Services | Downgrade | Buy → Hold | — | -0.4% | -3.4% |
| Dec 5, 2025 | GOOG | Alphabet Inc. | Communication Services | Maintains | Buy → Buy | — | +0.5% | +1.2% |
| Jun 20, 2025 | NFLX | Netflix, Inc. | Communication Services | Maintains | Buy → Buy | — | +1.0% | +0.7% |
| Jun 17, 2025 | SPOT | Spotify Technology S.A. | Communication Services | Maintains | Buy → Buy | — | +0.3% | +0.8% |
| Apr 30, 2025 | SPOT | Spotify Technology S.A. | Communication Services | Maintains | Buy → Buy | — | -0.9% | +6.4% |
| Apr 21, 2025 | NFLX | Netflix, Inc. | Communication Services | Maintains | Buy → Buy | — | +1.2% | +1.5% |
| Jan 31, 2025 | CMCSA | Comcast Corporation | Communication Services | Maintains | Buy → Buy | — | +0.7% | +1.2% |
| Jan 30, 2025 | META | Meta Platforms, Inc. | Communication Services | Maintains | Buy → Buy | — | +3.0% | +1.6% |
| Jan 22, 2025 | NFLX | Netflix, Inc. | Communication Services | Maintains | Buy → Buy | — | +14.8% | +9.7% |
| Nov 26, 2024 | TKO | TKO Group Holdings, Inc. | Communication Services | Maintains | Buy → Buy | — | +0.3% | +0.4% |
| Nov 20, 2024 | NFLX | Netflix, Inc. | Communication Services | Maintains | Buy → Buy | — | +1.0% | +1.4% |
| Nov 1, 2024 | SIRI | Sirius XM Holdings Inc. | Communication Services | Maintains | Buy → Buy | — | +2.3% | +3.7% |
| Nov 1, 2024 | CMCSA | Comcast Corporation | Communication Services | Maintains | Buy → Buy | — | +1.6% | -0.3% |
| Oct 30, 2024 | GOOG | Alphabet Inc. | Communication Services | Maintains | Buy → Buy | — | +6.6% | +2.9% |
| Oct 30, 2024 | GOOGL | Alphabet Inc. | Communication Services | Maintains | Buy → Buy | — | +6.5% | +2.8% |
| Oct 18, 2024 | NFLX | Netflix, Inc. | Communication Services | Maintains | Buy → Buy | — | +7.3% | +11.1% |
| Sep 19, 2024 | SPOT | Spotify Technology S.A. | Communication Services | Maintains | Buy → Buy | — | +1.8% | +4.7% |
| Aug 30, 2024 | NFLX | Netflix, Inc. | Communication Services | Maintains | Buy → Buy | — | +1.1% | +1.3% |
| Aug 12, 2024 | LILAK | Liberty Latin America Ltd. | Communication Services | Maintains | Buy → Buy | — | -0.5% | +0.3% |
| Jul 29, 2024 | CHTR | Charter Communications, Inc. | Communication Services | Maintains | Buy → Buy | — | -0.3% | +2.6% |
| May 10, 2024 | LILAK | Liberty Latin America Ltd. | Communication Services | Maintains | Buy → Buy | — | +0.8% | -3.3% |
| Apr 24, 2024 | SIRI | Sirius XM Holdings Inc. | Communication Services | Upgrade | Hold → Buy | — | +0.6% | +0.0% |