undamentalytics Newsletter

Our calls, graded

Every rating we publish is recorded the moment it goes out, with the share price at the time, in a record we can add to but never edit. Here is each one against what the shares did next, and against the S&P 500 over the same dates. The misses stay on the page.

Ratings published
2970
Recording since
Oct 19, 2026
Old enough to grade
0
Buys and Sells on the right side
Building

A rating is graded once it has been in place for 90 days, or when we replace it. The first ratings reach 90 days on January 17, 2027; until then every call is listed with its return so far, which says little over a few days.

Every call

Every published rating with its return against the S&P 500
Company Rating Published Price then Price now or at replacement Return S&P 500 Difference Status
FMAO Farmers & Merchants Bancorp Inc Hold Oct 29, 2026 $36.82 $36.42 −1.1% −1.8% +0.7 pts Replaced by Sell Oct 30, 2026
FLYW Flywire Corp Hold Oct 29, 2026 $19.21 $19.46 +1.3% −2.0% +3.3 pts Open, 5 days
FLXS Flexsteel Industries Inc Buy Oct 29, 2026 $77.75 $73.63 −5.3% −2.0% −3.3 pts Open, 5 days
FISI Financial Institutions Inc Hold Oct 29, 2026 $41.15 $39.37 −4.3% −1.8% −2.6 pts Replaced by Sell Oct 30, 2026
FIGS Figs, Inc. Sell Oct 29, 2026 $22.11 $21.18 −4.2% −2.0% −2.2 pts Open, 5 days
FIBK First Interstate Bancsystem Inc Sell Oct 29, 2026 $37.87 $37.76 −0.3% −2.0% +1.7 pts Open, 5 days
FHI Federated Hermes, Inc. Buy Oct 29, 2026 $57.81 $58.48 +1.2% −1.8% +2.9 pts Replaced by Hold Oct 30, 2026
FFIN First Financial Bankshares Inc Sell Oct 29, 2026 $30.76 $30.59 −0.6% −1.8% +1.2 pts Replaced by Hold Oct 30, 2026
FE FirstEnergy Sell Oct 29, 2026 $46.81 $47.18 +0.8% −2.0% +2.7 pts Open, 5 days
FBNC First Bancorp Sell Oct 29, 2026 $64.49 $65.59 +1.7% −2.0% +3.7 pts Open, 5 days
FBK FB Financial Corp Sell Oct 29, 2026 $53.78 $54.53 +1.4% −2.0% +3.4 pts Open, 5 days
EXPO Exponent Inc Sell Oct 29, 2026 $77.08 $85.12 +10.4% −2.0% +12.4 pts Open, 5 days
EXEL Exelixis, Inc. Hold Oct 29, 2026 $65.83 $71.87 +9.2% −2.0% +11.1 pts Open, 5 days
EVCM Evercommerce Inc. Hold Oct 29, 2026 $9.32 $8.14 −12.7% −2.0% −10.7 pts Open, 5 days
EVC Entravision Communications Corp Buy Oct 29, 2026 $6.17 $6.55 +6.2% −2.0% +8.2 pts Open, 5 days
ETD Ethan Allen Interiors Inc Buy Oct 29, 2026 $19.71 $20.70 +5.0% −2.0% +7.0 pts Open, 5 days
ESP Espey MFG & Electronics Corp Buy Oct 29, 2026 $56.19 $52.58 −6.4% −2.0% −4.5 pts Open, 5 days
ESOA Energy Services Of America Corp Buy Oct 29, 2026 $9.83 $9.40 −4.4% −1.8% −2.6 pts Replaced by Buy Oct 30, 2026
ESCA Escalade Inc Buy Oct 29, 2026 $19.64 $20.62 +5.0% −2.0% +7.0 pts Open, 5 days
ESAB ESAB Corp Sell Oct 29, 2026 $72.26 $71.69 −0.8% −1.8% +1.0 pts Replaced by Hold Oct 30, 2026
EPAC Enerpac Tool Group Corp Sell Oct 29, 2026 $38.69 $39.56 +2.2% 0.0% +2.2 pts Replaced by Sell Oct 29, 2026
EPAC Enerpac Tool Group Corp Sell Oct 29, 2026 $39.56 $43.24 +9.3% −2.0% +11.3 pts Open, 5 days
ENTG Entegris Inc Sell Oct 29, 2026 $161.33 $154.39 −4.3% −1.8% −2.5 pts Replaced by Sell Oct 30, 2026
ELMD Electromed, Inc. Hold Oct 29, 2026 $27.92 $26.76 −4.2% −2.0% −2.2 pts Open, 5 days
ELA Envela Corp Buy Oct 29, 2026 $11.36 $11.20 −1.4% −1.8% +0.4 pts Replaced by Buy Oct 30, 2026
EIG Employers Holdings, Inc. Hold Oct 29, 2026 $50.43 $47.66 −5.5% −1.8% −3.7 pts Replaced by Buy Oct 30, 2026
EGY Vaalco Energy Inc Buy Oct 29, 2026 $6.37 $5.74 −10.0% −2.0% −8.0 pts Open, 5 days
EGAN Egain Corp Buy Oct 29, 2026 $5.81 $5.85 +0.7% −2.0% +2.7 pts Open, 5 days
EFSI Eagle Financial Services Inc Hold Oct 29, 2026 $46.34 $45.94 −0.9% −2.2% +1.4 pts Replaced by Hold Nov 2, 2026
EFOR Everforth Inc Buy Oct 29, 2026 $37.54 $35.48 −5.5% −2.0% −3.5 pts Open, 5 days
EBMT Eagle Bancorp Montana, Inc. Hold Oct 29, 2026 $21.42 $21.67 +1.2% −2.0% +3.1 pts Open, 5 days
DXCM Dexcom Hold Oct 29, 2026 $79.36 $84.28 +6.2% −2.0% +8.2 pts Open, 5 days
DTI Drilling Tools International Corp Buy Oct 29, 2026 $1.69 $1.60 −5.0% −1.8% −3.3 pts Replaced by Buy Oct 30, 2026
DRS Leonardo DRS, Inc. Sell Oct 29, 2026 $38.77 $36.91 −4.8% −2.2% −2.6 pts Replaced by Hold Nov 2, 2026
DJCO Daily Journal Corp Buy Oct 29, 2026 $615.00 $623.17 +1.3% 0.0% +1.3 pts Replaced by Hold Oct 29, 2026
DJCO Daily Journal Corp Hold Oct 29, 2026 $623.17 $619.68 −0.6% −2.2% +1.7 pts Replaced by Buy Nov 2, 2026
DGII Digi International Inc Hold Oct 29, 2026 $78.54 $73.55 −6.4% −2.0% −4.4 pts Open, 5 days
DFIN Donnelley Financial Solutions, Inc. Hold Oct 29, 2026 $59.44 $60.18 +1.2% 0.0% +1.2 pts Replaced by Hold Oct 29, 2026
DFIN Donnelley Financial Solutions, Inc. Hold Oct 29, 2026 $60.18 $67.00 +11.3% −2.0% +13.3 pts Open, 5 days
DCOM Dime Commercial Bancshares, Inc. Sell Oct 29, 2026 $42.38 $41.76 −1.5% −1.8% +0.3 pts Replaced by Hold Oct 30, 2026
DAKT Daktronics Inc Buy Oct 29, 2026 $20.00 $19.12 −4.4% −2.0% −2.4 pts Open, 5 days
CZWI Citizens Community Bancorp Inc. Sell Oct 29, 2026 $23.95 $23.43 −2.2% −1.8% −0.4 pts Replaced by Hold Oct 30, 2026
CZNC Citizens & Northern Corp Sell Oct 29, 2026 $28.05 $28.24 +0.7% −2.0% +2.6 pts Open, 5 days
CZFS Citizens Financial Services Inc Hold Oct 29, 2026 $84.89 $85.35 +0.5% −1.8% +2.3 pts Replaced by Buy Oct 30, 2026
CXM Sprinklr, Inc. Sell Oct 29, 2026 $6.77 $6.68 −1.3% −2.0% +0.7 pts Open, 5 days
CXDO Crexendo, Inc. Hold Oct 29, 2026 $6.12 $5.79 −5.4% −1.8% −3.6 pts Replaced by Buy Oct 30, 2026
CWT California Water Service Group Hold Oct 29, 2026 $46.63 $49.42 +6.0% −2.0% +7.9 pts Open, 5 days
CWBC Community West Bancshares Hold Oct 29, 2026 $26.27 $26.21 −0.2% 0.0% −0.2 pts Replaced by Sell Oct 29, 2026
CWBC Community West Bancshares Sell Oct 29, 2026 $26.21 $26.13 −0.3% 0.0% −0.3 pts Replaced by Hold Oct 29, 2026
CVS CVS Health Buy Oct 29, 2026 $89.70 $90.58 +1.0% −1.8% +2.8 pts Replaced by Hold Oct 30, 2026
CVBF CVB Financial Corp Hold Oct 29, 2026 $22.73 $22.96 +1.0% −2.0% +3.0 pts Open, 5 days
CUBI Customers Bancorp, Inc. Hold Oct 29, 2026 $87.40 $84.16 −3.7% −1.8% −1.9 pts Replaced by Buy Oct 30, 2026
CTEV Claritev Corp Sell Oct 29, 2026 $24.20 $24.00 −0.8% −1.8% +0.9 pts Replaced by Sell Oct 30, 2026
CSL Carlisle Companies Inc Hold Oct 29, 2026 $365.51 $385.15 +5.4% −2.0% +7.3 pts Open, 5 days
CROX Crocs, Inc. Buy Oct 29, 2026 $151.16 $150.52 −0.4% −1.8% +1.3 pts Replaced by Buy Oct 30, 2026
CRNC Cerence Inc. Buy Oct 29, 2026 $8.37 $8.10 −3.2% −1.8% −1.5 pts Replaced by Hold Oct 30, 2026
CRH CRH plc Sell Oct 29, 2026 $90.34 $95.36 +5.6% −2.0% +7.5 pts Open, 5 days
CRBG Corebridge Financial, Inc. Buy Oct 29, 2026 $35.40 $36.08 +1.9% −2.0% +3.9 pts Open, 5 days
CR Crane Co Hold Oct 29, 2026 $204.74 $204.42 −0.2% −2.0% +1.8 pts Open, 5 days
CPK Chesapeake Utilities Corp Sell Oct 29, 2026 $135.43 $136.41 +0.7% −1.8% +2.5 pts Replaced by Hold Oct 30, 2026
CPIX Cumberland Pharmaceuticals Inc Sell Oct 29, 2026 $4.58 $4.27 −6.8% −2.0% −4.8 pts Open, 5 days
COIN Coinbase Sell Oct 29, 2026 $158.61 $139.94 −11.8% −1.8% −10.0 pts Replaced by Hold Oct 30, 2026
COCO Vita Coco Company, Inc. Hold Oct 29, 2026 $57.12 $58.48 +2.4% −1.8% +4.2 pts Replaced by Buy Oct 30, 2026
CNOB Connectone Bancorp, Inc. Hold Oct 29, 2026 $32.77 $32.64 −0.4% −2.0% +1.6 pts Open, 5 days
CNA CNA Financial Corp Hold Oct 29, 2026 $48.59 $48.59 0.0% 0.0% 0.0 pts Replaced by Buy Oct 29, 2026
CNA CNA Financial Corp Buy Oct 29, 2026 $48.59 $48.92 +0.7% −1.8% +2.5 pts Replaced by Hold Oct 30, 2026
CMT Core Molding Technologies Inc Sell Oct 29, 2026 $22.14 $23.15 +4.6% −2.0% +6.5 pts Open, 5 days
CMRC Commerce.com, Inc. Sell Oct 29, 2026 $3.41 $3.34 −2.0% −2.0% −0.1 pts Open, 5 days
CLFD Clearfield, Inc. Sell Oct 29, 2026 $33.16 $32.57 −1.8% −2.0% +0.2 pts Open, 5 days
CLB Core Laboratories Inc. Hold Oct 29, 2026 $10.22 $9.96 −2.5% −2.0% −0.6 pts Open, 5 days
CIX Compx International Inc Hold Oct 29, 2026 $35.83 $37.59 +4.9% −2.0% +6.9 pts Open, 5 days
CIVB Civista Bancshares, Inc. Buy Oct 29, 2026 $28.60 $28.23 −1.3% −1.8% +0.5 pts Replaced by Hold Oct 30, 2026
CIA Citizens, Inc. Buy Oct 29, 2026 $3.88 $3.77 −2.7% −2.0% −0.7 pts Open, 5 days
CHCI Comstock Holding Companies, Inc. Buy Oct 29, 2026 $18.50 $18.48 −0.1% −2.0% +1.9 pts Open, 5 days
CFBK CF Bankshares Inc. Buy Oct 29, 2026 $35.10 $34.15 −2.7% −1.8% −0.9 pts Replaced by Hold Oct 30, 2026
CERT Certara, Inc. Sell Oct 29, 2026 $11.27 $10.67 −5.3% −2.0% −3.3 pts Open, 5 days
CCSI Consensus Cloud Solutions, Inc. Buy Oct 29, 2026 $37.12 $35.78 −3.6% −2.0% −1.7 pts Open, 5 days
CCNE CNB Financial Corp Hold Oct 29, 2026 $35.89 $35.46 −1.2% −1.8% +0.6 pts Replaced by Buy Oct 30, 2026
CCL Carnival Corporation Hold Oct 29, 2026 $28.79 $29.80 +3.5% −2.0% +5.5 pts Open, 5 days
CCEL Cryo Cell International Inc Buy Oct 29, 2026 $5.11 $5.00 −2.2% −2.0% −0.2 pts Open, 5 days
CBU Community Financial System, Inc. Sell Oct 29, 2026 $63.73 $64.10 +0.6% −2.0% +2.5 pts Open, 5 days
CBOE Cboe Global Markets Buy Oct 29, 2026 $313.41 $345.53 +10.2% −2.0% +12.2 pts Open, 5 days
CBK Commercial Bancgroup, Inc. Hold Oct 29, 2026 $33.45 $33.12 −1.0% 0.0% −1.0 pts Replaced by Buy Oct 29, 2026
CBK Commercial Bancgroup, Inc. Buy Oct 29, 2026 $33.12 $32.87 −0.8% −1.8% +1.0 pts Replaced by Hold Oct 30, 2026
CARR Carrier Global Sell Oct 29, 2026 $54.78 $55.04 +0.5% −2.0% +2.4 pts Open, 5 days
CARG Cargurus, Inc. Hold Oct 29, 2026 $32.49 $32.18 −1.0% −1.8% +0.8 pts Replaced by Buy Oct 30, 2026
CAPS Capstone Holding Corp. Buy Oct 29, 2026 $2.75 $2.22 −19.1% −1.8% −17.4 pts Replaced by Buy Oct 30, 2026
CAC Camden National Corp Hold Oct 29, 2026 $58.86 $58.94 +0.1% −2.0% +2.1 pts Open, 5 days
C Citigroup Hold Oct 29, 2026 $126.05 $122.64 −2.7% −1.8% −0.9 pts Replaced by Sell Oct 30, 2026
BWB Bridgewater Bancshares Inc Hold Oct 29, 2026 $20.55 $20.46 −0.4% 0.0% −0.4 pts Replaced by Buy Oct 29, 2026
BWB Bridgewater Bancshares Inc Buy Oct 29, 2026 $20.46 $20.21 −1.2% −1.8% +0.5 pts Replaced by Hold Oct 30, 2026
BVS Bioventus Inc. Sell Oct 29, 2026 $14.80 $13.13 −11.3% −2.2% −9.0 pts Replaced by Sell Nov 2, 2026
BUSE First Busey Corp Hold Oct 29, 2026 $29.51 $29.01 −1.7% −2.0% +0.3 pts Open, 5 days
BTSG Brightspring Health Services, Inc. Hold Oct 29, 2026 $60.34 $66.89 +10.9% −1.8% +12.6 pts Replaced by Hold Oct 30, 2026
BPRN Princeton Bancorp, Inc. Hold Oct 29, 2026 $43.62 $43.34 −0.6% −2.0% +1.3 pts Open, 5 days
BOOM DMC Global Inc. Buy Oct 29, 2026 $8.27 $8.95 +8.3% −1.8% +10.1 pts Replaced by Buy Oct 30, 2026
BMI Badger Meter Inc Sell Oct 29, 2026 $144.02 $155.55 +8.0% −2.0% +10.0 pts Open, 5 days
BHE Benchmark Electronics Inc Buy Oct 29, 2026 $72.02 $73.88 +2.6% 0.0% +2.6 pts Replaced by Hold Oct 29, 2026
BHE Benchmark Electronics Inc Hold Oct 29, 2026 $73.88 $71.24 −3.6% 0.0% −3.6 pts Replaced by Buy Oct 29, 2026
BHE Benchmark Electronics Inc Buy Oct 29, 2026 $71.24 $71.72 +0.7% −2.0% +2.6 pts Open, 5 days

How we grade

Each rating runs from the day we publish it until we replace it (a new rating, a target moved by 10% or more, or a withdrawal) or until today. The return uses the share price recorded with the rating and the price recorded when it was replaced, adjusted for share splits, and excludes dividends. The S&P 500 comparison uses an S&P 500 fund over the same dates. Ratings come from our automated valuation model, explained in our valuation methodology; the full record of each one is in our recommendations disclosure.

Past performance is not a reliable indicator of future results. Ratings are model output, not personal advice. Prices are third-party market data and may be delayed.