Stephens
Upgrade grade
D
Downgrade grade
D
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scripts/generate_firm_profiles.py --firm "Stephens"
Upgrades
0
0.0% win rate
· avg +0.00% D1
Downgrades
0
0.0% win rate
· avg +0.00% D1
Avg Gap — Upgrades
+0.00%
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 |
|---|---|---|---|---|---|---|---|---|
| Jul 23, 2026 | IRTC | iRhythm Technologies, Inc. | Healthcare | Initiates | Overweight | $160 | — | — |
| Jul 23, 2026 | ATEC | Alphatec Holdings, Inc. | Healthcare | Initiates | Overweight | $15 | — | — |
| Jul 23, 2026 | DOMO | Domo, Inc. | Technology | Downgrade | Overweight → Equal-Weight | $4 | — | — |
| Jul 17, 2026 | BROS | Dutch Bros Inc. | Consumer Cyclical | Initiates | Overweight | $80 | +1.5% | +4.6% |
| Jul 17, 2026 | EAT | Brinker International, Inc. | Consumer Cyclical | Initiates | Overweight | $220 | -0.3% | +2.1% |
| Jul 17, 2026 | OPCH | Option Care Health, Inc. | Healthcare | Downgrade | Overweight → Equal-Weight | $24 | -2.2% | -1.6% |
| Jul 15, 2026 | UMBF | UMB Financial Corporation | Financial Services | Initiates | Overweight | $167 | +0.5% | +1.9% |
| Jul 15, 2026 | CBSH | Commerce Bancshares, Inc. | Financial Services | Initiates | Equal-Weight | $62 | +0.0% | +0.4% |
| Jul 15, 2026 | TCBK | TriCo Bancshares | Financial Services | Downgrade | Overweight → Equal-Weight | $54 | +1.1% | +1.1% |
| Jul 14, 2026 | GWW | W.W. Grainger, Inc. | Industrials | Downgrade | Overweight → Equal-Weight | $1355 | +0.0% | -1.5% |
| Jul 14, 2026 | WCC | WESCO International, Inc. | Industrials | Upgrade | Equal-Weight → Overweight | $400 | +3.5% | +2.8% |
| Jul 8, 2026 | CSX | CSX Corporation | Industrials | Reiterates | Overweight | $57 | +0.7% | +0.4% |
| Jul 6, 2026 | WHK | — | — | Initiates | Overweight | $33 | -2.2% | -2.1% |
| Jun 26, 2026 | JHX | James Hardie Industries plc | Basic Materials | Initiates | Overweight | $31 | -0.5% | +2.3% |
| Jun 26, 2026 | GVA | Granite Construction Incorporated | Industrials | Initiates | Overweight | $180 | +0.5% | +2.4% |
| Jun 24, 2026 | VRNS | Varonis Systems, Inc. | Technology | Upgrade | Equal-Weight → Overweight | $45 | +3.8% | +6.5% |
| Jun 18, 2026 | KMX | CarMax, Inc. | Consumer Cyclical | Upgrade | Equal-Weight → Overweight | $66 | +1.8% | +13.1% |
| Jun 15, 2026 | ZION | Zions Bancorporation, National Association | Financial Services | Reiterates | Overweight | — | +0.3% | -1.5% |
| Jun 15, 2026 | USB | U.S. Bancorp | Financial Services | Reiterates | Equal-Weight | — | +0.9% | -2.0% |
| Jun 15, 2026 | TFC | Truist Financial Corporation | Financial Services | Reiterates | Overweight | — | -0.2% | -6.2% |
| Jun 15, 2026 | RF | Regions Financial Corporation | Financial Services | Reiterates | Equal-Weight | — | +0.8% | -2.3% |
| Jun 15, 2026 | PNC | The PNC Financial Services Group, Inc. | Financial Services | Reiterates | Overweight | — | +0.5% | -3.0% |
| Jun 15, 2026 | KEY | KeyCorp | Financial Services | Reiterates | Overweight | — | +0.9% | -1.2% |
| Jun 15, 2026 | HBAN | Huntington Bancshares Incorporated | Financial Services | Reiterates | Equal-Weight | — | +1.3% | -1.8% |
| Jun 15, 2026 | FITB | Fifth Third Bancorp | Financial Services | Reiterates | Equal-Weight | — | +0.5% | -3.2% |