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
BHB BAR Harbor Bankshares Hold Oct 29, 2026 $41.14 $41.64 +1.2% −2.0% +3.2 pts Open, 5 days
BFST Business First Bancshares, Inc. Buy Oct 29, 2026 $31.99 $31.80 −0.6% −1.8% +1.2 pts Replaced by Hold Oct 30, 2026
BFC Bank First Corp Sell Oct 29, 2026 $151.12 $150.84 −0.2% 0.0% −0.2 pts Replaced by Sell Oct 29, 2026
BCHT Birchtech Corp. Buy Oct 29, 2026 $1.28 $1.23 −4.3% −1.8% −2.5 pts Replaced by Buy Oct 30, 2026
BCAL California Bancorp \ CA Hold Oct 29, 2026 $21.69 $21.48 −1.0% −1.8% +0.8 pts Replaced by Sell Oct 30, 2026
BBWI Bath & Body Works, Inc. Buy Oct 29, 2026 $22.19 $22.85 +3.0% −2.0% +4.9 pts Open, 5 days
BBW Build-a-bear Workshop Inc Buy Oct 29, 2026 $26.30 $29.54 +12.3% −2.0% +14.3 pts Open, 5 days
BBT Beacon Financial Corp Hold Oct 29, 2026 $30.81 $31.45 +2.1% −2.0% +4.1 pts Open, 5 days
BAND Bandwidth Inc. Sell Oct 29, 2026 $51.85 $45.15 −12.9% −2.0% −11.0 pts Open, 5 days
BAM Brookfield Asset Management Ltd. Sell Oct 29, 2026 $48.63 $50.96 +4.8% −2.0% +6.8 pts Open, 5 days
AYI Acuity Inc. (de) Hold Oct 29, 2026 $322.62 $320.22 −0.7% −1.8% +1.0 pts Replaced by Buy Oct 30, 2026
AXR Amrep Corp. Buy Oct 29, 2026 $21.11 $20.52 −2.8% −2.0% −0.8 pts Open, 5 days
AXIL Axil Brands, Inc. Sell Oct 29, 2026 $5.40 $5.52 +2.2% −1.8% +4.0 pts Replaced by Sell Oct 30, 2026
AWR American States Water Co Sell Oct 29, 2026 $84.18 $87.33 +3.7% −2.0% +5.7 pts Open, 5 days
AWI Armstrong World Industries Inc Sell Oct 29, 2026 $164.87 $164.31 −0.3% 0.0% −0.3 pts Replaced by Hold Oct 29, 2026
AWI Armstrong World Industries Inc Hold Oct 29, 2026 $164.31 $165.50 +0.7% −1.8% +2.5 pts Replaced by Sell Oct 30, 2026
AVPT Avepoint, Inc. Sell Oct 29, 2026 $16.98 $16.53 −2.7% −2.0% −0.7 pts Open, 5 days
AUB Atlantic Union Bankshares Corp Sell Oct 29, 2026 $39.69 $39.27 −1.1% −1.8% +0.7 pts Replaced by Hold Oct 30, 2026
ATLO Ames National Corp Sell Oct 29, 2026 $34.28 $34.44 +0.5% −2.0% +2.4 pts Open, 5 days
ATI ATI Inc Sell Oct 29, 2026 $177.50 $180.14 +1.5% −2.0% +3.5 pts Open, 5 days
ATCH Atlasclear Holdings, Inc. Sell Oct 29, 2026 $0.16 $0.15 −5.4% −1.8% −3.6 pts Replaced by Hold Oct 30, 2026
ASYS Amtech Systems Inc Sell Oct 29, 2026 $13.86 $13.02 −6.0% −2.0% −4.1 pts Open, 5 days
ASO Academy Sports & Outdoors, Inc. Hold Oct 29, 2026 $60.16 $59.96 −0.3% −1.8% +1.4 pts Replaced by Buy Oct 30, 2026
ASB Associated Banc-corp Hold Oct 29, 2026 $30.53 $31.02 +1.6% −2.0% +3.6 pts Open, 5 days
ARTNA Artesian Resources Corp Hold Oct 29, 2026 $33.62 $33.42 −0.6% 0.0% −0.6 pts Replaced by Buy Oct 29, 2026
ARTNA Artesian Resources Corp Buy Oct 29, 2026 $33.42 $33.85 +1.3% −2.2% +3.5 pts Replaced by Hold Nov 2, 2026
APG Api Group Corp Sell Oct 29, 2026 $44.57 $46.29 +3.8% −2.0% +5.8 pts Open, 5 days
AOUT American Outdoor Brands, Inc. Sell Oct 29, 2026 $18.00 $18.59 +3.3% −2.0% +5.3 pts Open, 5 days
AMSC American Superconductor Corp Sell Oct 29, 2026 $28.50 $27.76 −2.6% −2.0% −0.6 pts Open, 5 days
AMPH Amphastar Pharmaceuticals, Inc. Buy Oct 29, 2026 $26.78 $27.15 +1.4% −2.0% +3.3 pts Open, 5 days
AMP Ameriprise Financial Hold Oct 29, 2026 $491.56 $500.92 +1.9% −2.0% +3.9 pts Open, 5 days
ALNT Allient Inc Sell Oct 29, 2026 $94.09 $88.69 −5.7% −2.0% −3.8 pts Open, 5 days
AKAM Akamai Technologies Sell Oct 29, 2026 $98.27 $97.88 −0.4% 0.0% −0.4 pts Replaced by Hold Oct 29, 2026
AKAM Akamai Technologies Hold Oct 29, 2026 $97.88 $98.32 +0.4% 0.0% +0.4 pts Replaced by Sell Oct 29, 2026
AKAM Akamai Technologies Sell Oct 29, 2026 $98.32 $94.23 −4.2% −1.8% −2.4 pts Replaced by Hold Oct 30, 2026
AGNC AGNC Investment Corp. Sell Oct 29, 2026 $8.93 $8.93 +0.1% 0.0% +0.1 pts Replaced by Sell Oct 29, 2026
AGCO AGCO Corp Sell Oct 29, 2026 $109.32 $111.48 +2.0% −2.0% +3.9 pts Open, 5 days
AFL Aflac Buy Oct 29, 2026 $123.18 $123.39 +0.2% −2.0% +2.1 pts Open, 5 days
ADMA Adma Biologics, Inc. Hold Oct 29, 2026 $11.44 $11.34 −0.8% −2.0% +1.1 pts Open, 5 days
ADEA Adeia Inc. Buy Oct 29, 2026 $22.58 $21.49 −4.8% −1.8% −3.1 pts Replaced by Buy Oct 30, 2026
ACU Acme United Corp Hold Oct 29, 2026 $69.43 $67.44 −2.9% −2.0% −0.9 pts Open, 5 days
ACTG Acacia Research Corp Buy Oct 29, 2026 $4.39 $4.33 −1.4% −1.8% +0.4 pts Replaced by Buy Oct 30, 2026
ACNB Acnb Corp Hold Oct 29, 2026 $65.84 $65.67 −0.3% −2.0% +1.7 pts Open, 5 days
ACLS Axcelis Technologies Inc Sell Oct 29, 2026 $113.68 $99.72 −12.3% −2.0% −10.3 pts Open, 5 days
ACFN Acorn Energy, Inc. Sell Oct 29, 2026 $17.78 $16.80 −5.5% −2.0% −3.5 pts Open, 5 days
ACCS Access Newswire Inc. Buy Oct 29, 2026 $3.74 $3.57 −4.5% −2.0% −2.6 pts Open, 5 days
AA Alcoa Corp Hold Oct 29, 2026 $39.95 $39.60 −0.9% −2.0% +1.1 pts Open, 5 days
XOM ExxonMobil Sell Oct 28, 2026 $182.52 $181.71 −0.4% −0.4% −0.1 pts Replaced by Hold Oct 29, 2026
VRT Vertiv Hold Oct 28, 2026 $235.41 $235.41 0.0% −2.1% +2.1 pts Replaced by Buy Oct 30, 2026
VCTR Victory Capital Holdings, Inc. Sell Oct 28, 2026 $112.53 $111.37 −1.0% 0.0% −1.0 pts Replaced by Hold Oct 28, 2026
UCB United Community Banks Inc Hold Oct 28, 2026 $36.29 $36.56 +0.7% 0.0% +0.7 pts Replaced by Sell Oct 28, 2026
UCB United Community Banks Inc Sell Oct 28, 2026 $36.56 $37.01 +1.2% −0.4% +1.6 pts Replaced by Hold Oct 29, 2026
TYL Tyler Technologies Inc Hold Oct 28, 2026 $360.90 $390.58 +8.2% −2.1% +10.4 pts Replaced by Sell Oct 30, 2026
SPXC SPX Technologies, Inc. Hold Oct 28, 2026 $167.16 $164.60 −1.5% 0.0% −1.5 pts Replaced by Buy Oct 28, 2026
SPXC SPX Technologies, Inc. Buy Oct 28, 2026 $164.60 $166.50 +1.2% −0.4% +1.5 pts Replaced by Hold Oct 29, 2026
ROST Ross Stores Hold Oct 28, 2026 $227.56 $227.98 +0.2% 0.0% +0.2 pts Replaced by Sell Oct 28, 2026
ROST Ross Stores Sell Oct 28, 2026 $227.98 $228.88 +0.4% −2.3% +2.7 pts Open, 6 days
RJF Raymond James Financial Buy Oct 28, 2026 $157.42 $157.22 −0.1% −2.1% +2.0 pts Replaced by Hold Oct 30, 2026
PUMP Propetro Holding Corp. Sell Oct 28, 2026 $7.88 $7.82 −0.8% 0.0% −0.8 pts Replaced by Hold Oct 28, 2026
PUMP Propetro Holding Corp. Hold Oct 28, 2026 $7.82 $7.93 +1.5% 0.0% +1.5 pts Replaced by Sell Oct 28, 2026
PUMP Propetro Holding Corp. Sell Oct 28, 2026 $7.93 $7.79 −1.8% 0.0% −1.8 pts Replaced by Hold Oct 28, 2026
PSX Phillips 66 Hold Oct 28, 2026 $273.59 $273.22 −0.1% −2.3% +2.2 pts Open, 6 days
POR Portland General Electric Co Hold Oct 28, 2026 $44.27 $45.00 +1.6% −2.3% +4.0 pts Open, 6 days
POOL Pool Corp Hold Oct 28, 2026 $192.88 $208.74 +8.2% −2.3% +10.6 pts Open, 6 days
PBHC Pathfinder Bancorp, Inc. Buy Oct 28, 2026 $16.72 $17.00 +1.7% −2.3% +4.0 pts Open, 6 days
PAYX Paychex Buy Oct 28, 2026 $107.00 $108.21 +1.1% 0.0% +1.1 pts Replaced by Hold Oct 28, 2026
PAYX Paychex Hold Oct 28, 2026 $108.21 $112.64 +4.1% −2.3% +6.4 pts Open, 6 days
OLED Universal Display Corp \pa\ Hold Oct 28, 2026 $90.41 $88.13 −2.5% −2.3% −0.2 pts Open, 6 days
OGE OGE Energy Corp. Hold Oct 28, 2026 $48.87 $49.80 +1.9% −2.3% +4.2 pts Open, 6 days
NOW ServiceNow Hold Oct 28, 2026 $153.82 $105.15 −31.6% −2.3% −29.3 pts Open, 6 days
MUSA Murphy USA Inc. Hold Oct 28, 2026 $525.10 $536.50 +2.2% −0.4% +2.6 pts Replaced by Sell Oct 29, 2026
MNRO Monro, Inc. Buy Oct 28, 2026 $14.30 $11.88 −16.9% −2.3% −14.6 pts Open, 6 days
MEDP Medpace Holdings, Inc. Hold Oct 28, 2026 $685.33 $678.58 −1.0% −0.4% −0.6 pts Replaced by Buy Oct 29, 2026
MD Pediatrix Medical Group, Inc. Hold Oct 28, 2026 $29.01 $28.91 −0.3% 0.0% −0.3 pts Replaced by Buy Oct 28, 2026
MD Pediatrix Medical Group, Inc. Buy Oct 28, 2026 $28.91 $28.91 0.0% 0.0% 0.0 pts Replaced by Buy Oct 28, 2026
MD Pediatrix Medical Group, Inc. Buy Oct 28, 2026 $28.91 $30.00 +3.8% −2.3% +6.1 pts Open, 6 days
MAX Mediaalpha, Inc. Buy Oct 28, 2026 $11.72 $14.75 +25.8% −2.1% +27.9 pts Replaced by Buy Oct 30, 2026
LII Lennox International Hold Oct 28, 2026 $332.64 $346.91 +4.3% −2.3% +6.6 pts Open, 6 days
LFUS Littelfuse Inc Buy Oct 28, 2026 $382.87 $405.95 +6.0% −0.4% +6.4 pts Replaced by Hold Oct 29, 2026
KNX Knight-swift Transportation Holdings Inc. Sell Oct 28, 2026 $60.73 $61.76 +1.7% −2.3% +4.0 pts Open, 6 days
KIM Kimco Realty Buy Oct 28, 2026 $23.40 $23.93 +2.3% −0.4% +2.6 pts Replaced by Hold Oct 29, 2026
KFRC Kforce Inc Sell Oct 28, 2026 $57.07 $57.04 −0.1% −2.3% +2.3 pts Open, 6 days
JLL Jones Lang Lasalle Inc Buy Oct 28, 2026 $335.62 $383.56 +14.3% −2.6% +16.9 pts Replaced by Hold Nov 2, 2026
IT Gartner Buy Oct 28, 2026 $217.17 $224.43 +3.3% −0.4% +3.7 pts Replaced by Hold Oct 29, 2026
ICFI ICF International, Inc. Buy Oct 28, 2026 $94.16 $94.66 +0.5% 0.0% +0.5 pts Replaced by Hold Oct 28, 2026
ICFI ICF International, Inc. Hold Oct 28, 2026 $94.66 $95.82 +1.2% −2.3% +3.6 pts Open, 6 days
ICE Intercontinental Exchange Buy Oct 28, 2026 $155.96 $171.69 +10.1% −2.6% +12.7 pts Replaced by Hold Nov 2, 2026
IBP Installed Building Products, Inc. Hold Oct 28, 2026 $199.32 $199.90 +0.3% 0.0% +0.3 pts Replaced by Sell Oct 28, 2026
IBP Installed Building Products, Inc. Sell Oct 28, 2026 $199.90 $216.60 +8.4% −2.3% +10.7 pts Open, 6 days
HNNA Hennessy Advisors Inc Hold Oct 28, 2026 $10.19 $10.25 +0.6% −2.1% +2.7 pts Replaced by Buy Oct 30, 2026
HFBL Home Federal Bancorp, Inc. Of Louisiana Hold Oct 28, 2026 $22.74 $23.11 +1.6% −2.3% +4.0 pts Open, 6 days
HD The Home Depot Hold Oct 28, 2026 $317.39 $317.56 +0.1% 0.0% +0.1 pts Replaced by Sell Oct 28, 2026
HD The Home Depot Sell Oct 28, 2026 $317.56 $334.06 +5.2% −2.3% +7.5 pts Open, 6 days
GOOGL Alphabet Inc. (Class A) Sell Oct 28, 2026 $324.89 $278.91 −14.2% −2.3% −11.8 pts Open, 6 days
GMED Globus Medical Inc Hold Oct 28, 2026 $81.63 $81.06 −0.7% 0.0% −0.7 pts Replaced by Buy Oct 28, 2026
GMED Globus Medical Inc Buy Oct 28, 2026 $81.06 $81.26 +0.3% 0.0% +0.3 pts Replaced by Hold Oct 28, 2026
GMED Globus Medical Inc Hold Oct 28, 2026 $81.26 $79.39 −2.3% −2.1% −0.1 pts Replaced by Buy Oct 30, 2026
GBFH Gbank Financial Holdings Inc. Buy Oct 28, 2026 $17.39 $17.06 −1.9% 0.0% −1.9 pts Replaced by Hold Oct 28, 2026
GBFH Gbank Financial Holdings Inc. Hold Oct 28, 2026 $17.06 $12.99 −23.9% −0.4% −23.5 pts Replaced by Buy Oct 29, 2026
FUSB First US Bancshares, Inc. Hold Oct 28, 2026 $16.50 $16.55 +0.3% −2.3% +2.6 pts Open, 6 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.