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
EPD Enterprise Products Partners L.p. Hold Oct 26, 2026 $37.00 $37.52 +1.4% −1.5% +2.9 pts Open, 8 days
ENS Enersys Hold Oct 26, 2026 $169.38 $163.73 −3.3% −1.5% −1.9 pts Open, 8 days
EFOR Everforth Inc Buy Oct 26, 2026 $41.82 $37.54 −10.2% +0.5% −10.8 pts Replaced by Buy Oct 29, 2026
EAT Brinker International, Inc Hold Oct 26, 2026 $187.98 $210.09 +11.8% −1.5% +13.2 pts Open, 8 days
DORM Dorman Products, Inc. Hold Oct 26, 2026 $124.74 $140.78 +12.9% −1.7% +14.6 pts Replaced by Sell Nov 2, 2026
CXT Crane NXT, Co. Hold Oct 26, 2026 $56.94 $60.25 +5.8% −1.5% +7.3 pts Open, 8 days
CVLT Commvault Systems Inc Sell Oct 26, 2026 $167.73 $166.46 −0.8% +0.9% −1.7 pts Replaced by Sell Oct 28, 2026
CVCO Cavco Industries, Inc. Hold Oct 26, 2026 $531.53 $619.00 +16.5% −1.3% +17.7 pts Replaced by Hold Oct 30, 2026
CUBI Customers Bancorp, Inc. Buy Oct 26, 2026 $85.93 $87.40 +1.7% +0.5% +1.2 pts Replaced by Hold Oct 29, 2026
CTRI Centuri Holdings, Inc. Sell Oct 26, 2026 $20.13 $21.67 +7.7% −1.5% +9.1 pts Open, 8 days
CRSR Corsair Gaming, Inc. Sell Oct 26, 2026 $13.60 $12.13 −10.8% −1.5% −9.3 pts Open, 8 days
CRM Salesforce Buy Oct 26, 2026 $247.61 $229.17 −7.4% −1.3% −6.2 pts Replaced by Hold Oct 30, 2026
CRD.A Crawford & Co Sell Oct 26, 2026 $12.46 $12.46 0.0% 0.0% 0.0 pts Replaced by Sell Oct 26, 2026
CRD.A Crawford & Co Sell Oct 26, 2026 $12.46 $12.61 +1.2% +0.6% +0.6 pts Replaced by Sell Oct 27, 2026
CQP Cheniere Energy Partners, L.p. Buy Oct 26, 2026 $66.27 $63.62 −4.0% −1.5% −2.5 pts Open, 8 days
CON Concentra Group Holdings Parent, Inc. Hold Oct 26, 2026 $40.20 $40.40 +0.5% −1.5% +2.0 pts Open, 8 days
CNXN PC Connection Inc Sell Oct 26, 2026 $88.41 $86.67 −2.0% −1.5% −0.5 pts Open, 8 days
CNXC Concentrix Corp Buy Oct 26, 2026 $32.01 $29.38 −8.2% −1.5% −6.8 pts Open, 8 days
CNR Core Natural Resources, Inc. Buy Oct 26, 2026 $88.47 $84.53 −4.5% −1.5% −3.0 pts Open, 8 days
CNO CNO Financial Group, Inc. Sell Oct 26, 2026 $54.20 $57.67 +6.4% −1.3% +7.7 pts Replaced by Hold Oct 30, 2026
CMC Commercial Metals Co Hold Oct 26, 2026 $62.42 $65.87 +5.5% −1.5% +7.0 pts Open, 8 days
CLMT Calumet, Inc. Sell Oct 26, 2026 $52.17 $46.41 −11.0% −1.5% −9.6 pts Open, 8 days
CHEF Chefs' Warehouse, Inc. Sell Oct 26, 2026 $106.33 $104.23 −2.0% −1.3% −0.7 pts Replaced by Sell Oct 30, 2026
CFG Citizens Financial Group Hold Oct 26, 2026 $65.37 $63.81 −2.4% −1.3% −1.1 pts Replaced by Sell Oct 30, 2026
CBT Cabot Corp Hold Oct 26, 2026 $72.88 $72.14 −1.0% −1.7% +0.7 pts Replaced by Buy Nov 3, 2026
CBRL Cracker Barrel OLD Country Store, Inc Sell Oct 26, 2026 $68.84 $69.36 +0.7% −1.5% +2.2 pts Open, 8 days
CALM Cal-maine Foods Inc Buy Oct 26, 2026 $62.32 $64.75 +3.9% −1.5% +5.3 pts Open, 8 days
CAL Caleres Inc Hold Oct 26, 2026 $12.92 $13.43 +3.9% −1.5% +5.4 pts Open, 8 days
CAKE Cheesecake Factory Inc Sell Oct 26, 2026 $110.13 $113.17 +2.8% −1.5% +4.2 pts Open, 8 days
CAG Conagra Brands Inc. Hold Oct 26, 2026 $14.58 $14.47 −0.8% −1.5% +0.7 pts Open, 8 days
BTU Peabody Energy Corp Hold Oct 26, 2026 $22.36 $21.22 −5.1% −1.5% −3.6 pts Open, 8 days
BOX BOX Inc Hold Oct 26, 2026 $43.21 $42.56 −1.5% −1.5% 0.0 pts Open, 8 days
BOOT Boot Barn Holdings, Inc. Sell Oct 26, 2026 $114.18 $113.30 −0.8% +0.9% −1.7 pts Replaced by Sell Oct 28, 2026
BLMN Bloomin' Brands, Inc. Hold Oct 26, 2026 $9.14 $10.71 +17.2% −1.5% +18.6 pts Open, 8 days
BLKB Blackbaud Inc Hold Oct 26, 2026 $55.07 $52.51 −4.6% +0.9% −5.6 pts Replaced by Hold Oct 28, 2026
BKU Bankunited, Inc. Hold Oct 26, 2026 $43.16 $44.05 +2.1% −1.5% +3.5 pts Open, 8 days
BKE Buckle Inc Buy Oct 26, 2026 $46.58 $46.98 +0.9% −1.5% +2.3 pts Open, 8 days
BJRI Bjs Restaurants Inc Sell Oct 26, 2026 $57.91 $62.27 +7.5% −1.5% +9.0 pts Open, 8 days
BILL BILL Holdings, Inc. Buy Oct 26, 2026 $49.93 $48.31 −3.2% −1.3% −2.0 pts Replaced by Hold Oct 30, 2026
BHE Benchmark Electronics Inc Hold Oct 26, 2026 $66.95 $73.36 +9.6% +0.9% +8.7 pts Replaced by Hold Oct 28, 2026
BGC BGC Group, Inc. Sell Oct 26, 2026 $11.79 $11.23 −4.7% −1.3% −3.5 pts Replaced by Sell Oct 30, 2026
BDC Belden Inc. Hold Oct 26, 2026 $102.99 $107.51 +4.4% −1.5% +5.8 pts Open, 8 days
BCPC Balchem Corp Sell Oct 26, 2026 $170.62 $172.56 +1.1% −1.5% +2.6 pts Open, 8 days
BCC Boise Cascade Co Hold Oct 26, 2026 $75.44 $80.80 +7.1% −1.7% +8.8 pts Replaced by Sell Nov 2, 2026
AZZ AZZ Inc Buy Oct 26, 2026 $133.39 $138.96 +4.2% −1.5% +5.6 pts Open, 8 days
AVNT Avient Corp Sell Oct 26, 2026 $41.28 $43.23 +4.7% −1.5% +6.2 pts Open, 8 days
AUB Atlantic Union Bankshares Corp Hold Oct 26, 2026 $39.74 $39.69 −0.1% +0.5% −0.6 pts Replaced by Sell Oct 29, 2026
ATMU Atmus Filtration Technologies Inc. Hold Oct 26, 2026 $44.46 $48.31 +8.7% −1.7% +10.4 pts Replaced by Sell Nov 2, 2026
ASO Academy Sports & Outdoors, Inc. Buy Oct 26, 2026 $59.61 $60.16 +0.9% +0.5% +0.4 pts Replaced by Hold Oct 29, 2026
ASH Ashland Inc. Sell Oct 26, 2026 $72.32 $74.97 +3.7% −1.5% +5.1 pts Open, 8 days
ARHS Arhaus, Inc. Sell Oct 26, 2026 $11.65 $12.14 +4.2% −1.5% +5.7 pts Open, 8 days
ARES Ares Management Hold Oct 26, 2026 $121.85 $121.92 +0.1% +0.6% −0.5 pts Replaced by Sell Oct 27, 2026
ARDT Ardent Health, Inc. Buy Oct 26, 2026 $12.18 $11.69 −4.1% −1.5% −2.6 pts Open, 8 days
ARCB Arcbest Corp Sell Oct 26, 2026 $126.35 $131.94 +4.4% −1.5% +5.9 pts Open, 8 days
APOG Apogee Enterprises, Inc. Buy Oct 26, 2026 $44.09 $46.44 +5.3% −1.5% +6.8 pts Open, 8 days
ANF Abercrombie & Fitch Co Buy Oct 26, 2026 $164.73 $160.49 −2.6% −1.5% −1.1 pts Open, 8 days
ANDE Andersons, Inc. Buy Oct 26, 2026 $64.58 $62.83 −2.7% −1.5% −1.3 pts Open, 8 days
AMRX Amneal Pharmaceuticals, Inc. Sell Oct 26, 2026 $21.02 $20.53 −2.3% −1.5% −0.9 pts Open, 8 days
AMR Alpha Metallurgical Resources, Inc. Buy Oct 26, 2026 $159.03 $157.10 −1.2% −1.5% +0.2 pts Open, 8 days
ALRM Alarm.com Holdings, Inc. Hold Oct 26, 2026 $64.59 $64.86 +0.4% −1.3% +1.7 pts Replaced by Hold Oct 30, 2026
ALLY Ally Financial Inc. Buy Oct 26, 2026 $38.81 $38.17 −1.6% −1.3% −0.4 pts Replaced by Hold Oct 30, 2026
ALG Alamo Group Inc Buy Oct 26, 2026 $144.53 $136.90 −5.3% −1.5% −3.8 pts Open, 8 days
AKAM Akamai Technologies Sell Oct 26, 2026 $98.50 $97.72 −0.8% +0.9% −1.7 pts Replaced by Hold Oct 28, 2026
AGYS Agilysys Inc Sell Oct 26, 2026 $123.45 $114.92 −6.9% −1.5% −5.5 pts Open, 8 days
AGM Federal Agricultural Mortgage Corp Buy Oct 26, 2026 $200.62 $202.16 +0.8% −1.3% +2.0 pts Replaced by Hold Oct 30, 2026
AEO American Eagle Outfitters Inc Buy Oct 26, 2026 $18.81 $19.50 +3.7% −1.5% +5.2 pts Open, 8 days
ADUS Addus Homecare Corp Buy Oct 26, 2026 $121.17 $126.03 +4.0% −1.5% +5.5 pts Open, 8 days
ADTN Adtran Holdings, Inc. Buy Oct 26, 2026 $6.55 $6.73 +2.7% +0.6% +2.2 pts Replaced by Hold Oct 27, 2026
ADI Analog Devices Sell Oct 26, 2026 $407.93 $426.45 +4.5% −1.5% +6.0 pts Open, 8 days
ACEL Accel Entertainment, Inc. Hold Oct 26, 2026 $11.28 $11.85 +5.0% −1.5% +6.5 pts Open, 8 days
ABG Asbury Automotive Group Inc Buy Oct 26, 2026 $172.96 $205.40 +18.8% −1.5% +20.2 pts Open, 8 days
ABCB Ameris Bancorp Sell Oct 26, 2026 $82.69 $83.77 +1.3% −1.5% +2.8 pts Open, 8 days
ZS Zscaler, Inc. Sell Oct 23, 2026 $255.15 $223.41 −12.4% −0.8% −11.7 pts Open, 11 days
ZM Zoom Communications, Inc. Hold Oct 23, 2026 $95.77 $90.33 −5.7% −0.8% −4.9 pts Open, 11 days
XOM ExxonMobil Sell Oct 23, 2026 $183.21 $181.50 −0.9% +1.3% −2.2 pts Replaced by Hold Oct 27, 2026
WFRD Weatherford International plc Hold Oct 23, 2026 $86.85 $89.29 +2.8% −0.8% +3.6 pts Open, 11 days
WDAY Workday, Inc. Hold Oct 23, 2026 $209.99 $191.04 −9.0% −0.8% −8.3 pts Open, 11 days
VRSK Verisk Analytics, Inc. Hold Oct 23, 2026 $195.88 $199.62 +1.9% −1.0% +2.9 pts Replaced by Sell Nov 2, 2026
VMRK Vivmark Residential Buy Oct 23, 2026 $63.03 $62.78 −0.4% +0.7% −1.1 pts Replaced by Hold Oct 26, 2026
VICR Vicor Corp Sell Oct 23, 2026 $176.04 $184.78 +5.0% −0.8% +5.7 pts Open, 11 days
UPS United Parcel Service Hold Oct 23, 2026 $101.06 $103.31 +2.2% +1.3% +0.9 pts Replaced by Sell Oct 27, 2026
UNH UnitedHealth Group Hold Oct 23, 2026 $418.09 $398.32 −4.7% −0.8% −4.0 pts Open, 11 days
TXN Texas Instruments Sell Oct 23, 2026 $284.69 $308.18 +8.2% −0.8% +9.0 pts Open, 11 days
TTD Trade Desk, Inc. Buy Oct 23, 2026 $13.00 $12.36 −5.0% −0.8% −4.2 pts Open, 11 days
THG Hanover Insurance Group, Inc. Sell Oct 23, 2026 $237.73 $233.44 −1.8% +1.2% −3.0 pts Replaced by Hold Oct 29, 2026
STLD Steel Dynamics Sell Oct 23, 2026 $241.53 $249.45 +3.3% −0.8% +4.0 pts Open, 11 days
RTX RTX Corporation Sell Oct 23, 2026 $191.01 $201.71 +5.6% −0.8% +6.4 pts Open, 11 days
RS Reliance, Inc. Hold Oct 23, 2026 $415.62 $421.87 +1.5% +0.7% +0.8 pts Replaced by Sell Oct 26, 2026
RPRX Royalty Pharma plc Buy Oct 23, 2026 $63.86 $66.93 +4.8% −0.6% +5.4 pts Replaced by Hold Oct 30, 2026
RGLD Royal Gold Inc Buy Oct 23, 2026 $227.42 $227.42 0.0% 0.0% 0.0 pts Replaced by Hold Oct 23, 2026
RGLD Royal Gold Inc Hold Oct 23, 2026 $227.42 $235.97 +3.8% −0.8% +4.5 pts Open, 11 days
REG Regency Centers Buy Oct 23, 2026 $73.98 $73.67 −0.4% +0.7% −1.1 pts Replaced by Hold Oct 26, 2026
PODD Insulet Corporation Hold Oct 23, 2026 $149.01 $152.43 +2.3% −0.8% +3.1 pts Open, 11 days
PLTR Palantir Technologies Inc. Sell Oct 23, 2026 $196.75 $178.34 −9.4% −1.0% −8.3 pts Replaced by Sell Nov 2, 2026
PFGC Performance Food Group Co Buy Oct 23, 2026 $94.71 $95.63 +1.0% +0.7% +0.3 pts Replaced by Hold Oct 26, 2026
PCOR Procore Technologies, Inc. Sell Oct 23, 2026 $63.00 $61.50 −2.4% −0.8% −1.6 pts Open, 11 days
PATH Uipath, Inc. Sell Oct 23, 2026 $14.13 $12.94 −8.5% −0.8% −7.7 pts Open, 11 days
PANW Palo Alto Networks Sell Oct 23, 2026 $380.55 $359.62 −5.5% −0.8% −4.7 pts Open, 11 days
OMC Omnicom Group Buy Oct 23, 2026 $82.68 $82.44 −0.3% −0.8% +0.5 pts Open, 11 days
OKTA Okta, Inc. Sell Oct 23, 2026 $213.05 $187.11 −12.2% −0.8% −11.4 pts Open, 11 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.