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
NTNX Nutanix, Inc. Hold Oct 23, 2026 $70.58 $72.71 +3.0% +0.7% +2.3 pts Replaced by Sell Oct 26, 2026
NOW ServiceNow Sell Oct 23, 2026 $158.96 $154.38 −2.9% +1.3% −4.2 pts Replaced by Hold Oct 27, 2026
MSM MSC Industrial Direct Co Inc Sell Oct 23, 2026 $113.86 $121.35 +6.6% −0.8% +7.3 pts Open, 11 days
META Meta Platforms Hold Oct 23, 2026 $642.62 $610.99 −4.9% −0.8% −4.2 pts Open, 11 days
LSCC Lattice Semiconductor Corp Sell Oct 23, 2026 $96.19 $108.36 +12.7% −0.8% +13.4 pts Open, 11 days
LKQ LKQ Corp Buy Oct 23, 2026 $17.42 $17.91 +2.8% +1.2% +1.6 pts Replaced by Hold Oct 29, 2026
KIM Kimco Realty Buy Oct 23, 2026 $23.62 $23.65 +0.1% +0.7% −0.6 pts Replaced by Hold Oct 26, 2026
JLL Jones Lang Lasalle Inc Hold Oct 23, 2026 $300.30 $335.62 +11.8% +1.6% +10.1 pts Replaced by Buy Oct 28, 2026
JBL Jabil Hold Oct 23, 2026 $273.97 $276.16 +0.8% −0.8% +1.6 pts Open, 11 days
JBHT J.B. Hunt Sell Oct 23, 2026 $226.03 $223.38 −1.2% −0.8% −0.4 pts Open, 11 days
IPGP IPG Photonics Corp Sell Oct 23, 2026 $71.07 $72.67 +2.2% −0.8% +3.0 pts Open, 11 days
HUBS Hubspot Inc Hold Oct 23, 2026 $270.88 $226.68 −16.3% −0.8% −15.6 pts Open, 11 days
HSY The Hershey Company Buy Oct 23, 2026 $169.64 $169.39 −0.1% −0.8% +0.6 pts Open, 11 days
HR Healthcare Realty Trust Inc Buy Oct 23, 2026 $17.95 $17.98 +0.2% +0.7% −0.5 pts Replaced by Hold Oct 26, 2026
HBAN Huntington Bancshares Buy Oct 23, 2026 $15.73 $15.73 0.0% +0.7% −0.7 pts Replaced by Hold Oct 26, 2026
GWRE Guidewire Software, Inc. Sell Oct 23, 2026 $189.00 $159.31 −15.7% −0.8% −15.0 pts Open, 11 days
FWONK Liberty Media Corp Buy Oct 23, 2026 $89.27 $93.83 +5.1% −0.8% +5.9 pts Open, 11 days
FTI TechnipFMC plc Hold Oct 23, 2026 $69.89 $67.66 −3.2% +1.2% −4.4 pts Replaced by Buy Oct 29, 2026
FDX FedEx Hold Oct 23, 2026 $298.72 $304.49 +1.9% +1.3% +0.7 pts Replaced by Sell Oct 27, 2026
EXR Extra Space Storage Hold Oct 23, 2026 $143.41 $143.37 0.0% +0.7% −0.7 pts Replaced by Sell Oct 26, 2026
EXPE Expedia Group Buy Oct 23, 2026 $289.01 $291.33 +0.8% −0.8% +1.6 pts Open, 11 days
ENPH Enphase Energy, Inc. Sell Oct 23, 2026 $31.60 $29.66 −6.1% +1.3% −7.4 pts Replaced by Sell Oct 27, 2026
DT Dynatrace, Inc. Hold Oct 23, 2026 $64.05 $48.05 −25.0% −0.8% −24.2 pts Open, 11 days
DOCU Docusign, Inc. Hold Oct 23, 2026 $85.27 $79.59 −6.7% −0.8% −5.9 pts Open, 11 days
DKS Dick's Sporting Goods, Inc. Hold Oct 23, 2026 $144.67 $143.84 −0.6% −0.6% 0.0 pts Replaced by Hold Oct 30, 2026
DGX Quest Diagnostics Hold Oct 23, 2026 $241.89 $249.84 +3.3% −0.8% +4.0 pts Open, 11 days
DDS Dillard's, Inc. Buy Oct 23, 2026 $695.68 $641.24 −7.8% −0.6% −7.3 pts Replaced by Hold Oct 30, 2026
DDOG Datadog, Inc. Sell Oct 23, 2026 $269.65 $221.42 −17.9% −0.8% −17.1 pts Open, 11 days
CRDO Credo Technology Group Holding Ltd Sell Oct 23, 2026 $147.29 $150.36 +2.1% −0.8% +2.8 pts Open, 11 days
COIN Coinbase Hold Oct 23, 2026 $164.45 $158.61 −3.6% +1.2% −4.8 pts Replaced by Sell Oct 29, 2026
CME CME Group Hold Oct 23, 2026 $305.71 $302.70 −1.0% −0.8% −0.2 pts Open, 11 days
CMCSA Comcast Buy Oct 23, 2026 $22.69 $23.48 +3.5% −0.8% +4.2 pts Open, 11 days
CI Cigna Buy Oct 23, 2026 $306.95 $293.28 −4.5% −0.8% −3.7 pts Open, 11 days
CARG Cargurus, Inc. Buy Oct 23, 2026 $31.52 $32.49 +3.1% +1.2% +1.8 pts Replaced by Hold Oct 29, 2026
BPOP Popular, Inc. Buy Oct 23, 2026 $159.24 $160.41 +0.7% +0.7% 0.0 pts Replaced by Hold Oct 26, 2026
BMBL Bumble Inc. Buy Oct 23, 2026 $5.96 $5.96 +0.1% −0.8% +0.8 pts Open, 11 days
BILL BILL Holdings, Inc. Hold Oct 23, 2026 $50.70 $49.93 −1.5% +0.7% −2.2 pts Replaced by Buy Oct 26, 2026
ALLY Ally Financial Inc. Hold Oct 23, 2026 $39.06 $38.81 −0.6% +0.7% −1.4 pts Replaced by Buy Oct 26, 2026
AKAM Akamai Technologies Hold Oct 23, 2026 $93.53 $98.50 +5.3% +0.7% +4.6 pts Replaced by Sell Oct 26, 2026
ABNB Airbnb Hold Oct 23, 2026 $172.01 $167.91 −2.4% −0.8% −1.6 pts Open, 11 days
WSO Watsco Inc Sell Oct 22, 2026 $327.04 $305.33 −6.6% +0.2% −6.8 pts Replaced by Hold Oct 26, 2026
WDC Western Digital Hold Oct 22, 2026 $354.19 $354.19 0.0% 0.0% 0.0 pts Replaced by Hold Oct 22, 2026
WDC Western Digital Hold Oct 22, 2026 $354.19 $356.45 +0.6% −1.3% +1.9 pts Open, 12 days
VZ Verizon Hold Oct 22, 2026 $45.20 $44.59 −1.3% −1.3% −0.1 pts Open, 12 days
VRSK Verisk Analytics, Inc. Sell Oct 22, 2026 $203.33 $195.88 −3.7% −0.5% −3.1 pts Replaced by Hold Oct 23, 2026
VLO Valero Energy Sell Oct 22, 2026 $426.28 $386.75 −9.3% +0.7% −10.0 pts Replaced by Hold Oct 27, 2026
VICR Vicor Corp Sell Oct 22, 2026 $179.99 $176.04 −2.2% −0.5% −1.7 pts Replaced by Sell Oct 23, 2026
UPS United Parcel Service Sell Oct 22, 2026 $101.52 $101.06 −0.5% −0.5% +0.1 pts Replaced by Hold Oct 23, 2026
UNP Union Pacific Corporation Sell Oct 22, 2026 $298.09 $302.29 +1.4% −1.3% +2.7 pts Open, 12 days
THG Hanover Insurance Group, Inc. Hold Oct 22, 2026 $239.59 $237.73 −0.8% −0.5% −0.3 pts Replaced by Sell Oct 23, 2026
SRE Sempra Sell Oct 22, 2026 $84.77 $84.98 +0.2% −1.3% +1.5 pts Open, 12 days
SNDK Sandisk Buy Oct 22, 2026 $1260.93 $1291.63 +2.4% +0.7% +1.7 pts Replaced by Hold Oct 27, 2026
SAIC Science Applications International Corp Sell Oct 22, 2026 $143.54 $151.86 +5.8% −1.1% +6.9 pts Replaced by Sell Oct 30, 2026
RS Reliance, Inc. Sell Oct 22, 2026 $417.92 $415.62 −0.6% −0.5% 0.0 pts Replaced by Hold Oct 23, 2026
ROP Roper Technologies Hold Oct 22, 2026 $436.23 $480.86 +10.2% −1.6% +11.8 pts Replaced by Sell Nov 2, 2026
RNG Ringcentral, Inc. Hold Oct 22, 2026 $79.42 $86.31 +8.7% +0.2% +8.5 pts Replaced by Sell Oct 26, 2026
RHI Robert Half Inc. Hold Oct 22, 2026 $37.68 $43.73 +16.1% −1.1% +17.1 pts Replaced by Hold Oct 30, 2026
RBA RB Global Inc. Hold Oct 22, 2026 $84.39 $92.72 +9.9% −1.3% +11.1 pts Open, 12 days
PSN Parsons Corp Hold Oct 22, 2026 $47.80 $50.69 +6.0% −1.1% +7.1 pts Replaced by Buy Oct 30, 2026
PR Permian Resources Corp Hold Oct 22, 2026 $24.40 $25.68 +5.2% +0.7% +4.5 pts Replaced by Hold Oct 27, 2026
PPL PPL Corporation Sell Oct 22, 2026 $35.35 $35.80 +1.3% −1.3% +2.5 pts Open, 12 days
PLD Prologis Hold Oct 22, 2026 $126.66 $126.31 −0.3% +0.2% −0.5 pts Replaced by Sell Oct 26, 2026
PCG PG&E Corporation Buy Oct 22, 2026 $12.98 $13.13 +1.1% −1.3% +2.4 pts Open, 12 days
OTIS Otis Worldwide Sell Oct 22, 2026 $75.60 $74.18 −1.9% +0.7% −2.6 pts Replaced by Hold Oct 27, 2026
ONTO Onto Innovation Inc. Hold Oct 22, 2026 $198.67 $203.53 +2.4% +0.2% +2.3 pts Replaced by Sell Oct 26, 2026
OMC Omnicom Group Buy Oct 22, 2026 $82.56 $82.68 +0.1% −0.5% +0.7 pts Replaced by Buy Oct 23, 2026
OLN Olin Corp Buy Oct 22, 2026 $15.54 $17.71 +14.0% −1.3% +15.2 pts Open, 12 days
O Realty Income Buy Oct 22, 2026 $57.06 $57.16 +0.2% +0.2% 0.0 pts Replaced by Hold Oct 26, 2026
NSC Norfolk Southern Sell Oct 22, 2026 $338.23 $341.11 +0.9% −1.3% +2.1 pts Open, 12 days
NEE NextEra Energy Sell Oct 22, 2026 $81.90 $84.04 +2.6% −1.3% +3.9 pts Open, 12 days
NDAQ Nasdaq, Inc. Hold Oct 22, 2026 $103.30 $107.34 +3.9% −1.3% +5.2 pts Open, 12 days
MPWR Monolithic Power Systems, Inc. Sell Oct 22, 2026 $1167.93 $1311.48 +12.3% −1.3% +13.6 pts Open, 12 days
MLI Mueller Industries Inc Buy Oct 22, 2026 $54.53 $55.51 +1.8% −1.3% +3.1 pts Open, 12 days
MHK Mohawk Industries Inc Hold Oct 22, 2026 $128.70 $123.35 −4.2% +0.2% −4.3 pts Replaced by Buy Oct 26, 2026
META Meta Platforms Sell Oct 22, 2026 $648.85 $642.62 −1.0% −0.5% −0.4 pts Replaced by Hold Oct 23, 2026
MDU MDU Resources Group Inc Hold Oct 22, 2026 $19.37 $19.82 +2.3% −1.3% +3.6 pts Open, 12 days
LRCX Lam Research Hold Oct 22, 2026 $230.15 $236.00 +2.5% −1.3% +3.8 pts Open, 12 days
LOPE Grand Canyon Education, Inc. Hold Oct 22, 2026 $165.46 $159.40 −3.7% +0.7% −4.4 pts Replaced by Buy Oct 27, 2026
LII Lennox International Sell Oct 22, 2026 $378.72 $365.64 −3.5% +0.2% −3.6 pts Replaced by Hold Oct 26, 2026
L Loews Corporation Hold Oct 22, 2026 $113.68 $111.32 −2.1% −1.1% −1.0 pts Replaced by Hold Oct 30, 2026
ISRG Intuitive Surgical Sell Oct 22, 2026 $443.85 $435.31 −1.9% −1.3% −0.6 pts Open, 12 days
IPGP IPG Photonics Corp Hold Oct 22, 2026 $69.41 $71.07 +2.4% −0.5% +2.9 pts Replaced by Sell Oct 23, 2026
INCY Incyte Buy Oct 22, 2026 $116.93 $114.56 −2.0% +0.7% −2.7 pts Replaced by Sell Oct 29, 2026
IBKR Interactive Brokers Sell Oct 22, 2026 $82.28 $76.90 −6.5% −1.1% −5.5 pts Replaced by Sell Oct 30, 2026
HXL Hexcel Corp Sell Oct 22, 2026 $81.27 $82.10 +1.0% −1.3% +2.3 pts Open, 12 days
HD The Home Depot Sell Oct 22, 2026 $327.73 $317.39 −3.2% +1.1% −4.2 pts Replaced by Hold Oct 28, 2026
HAYW Hayward Holdings, Inc. Hold Oct 22, 2026 $12.71 $16.58 +30.4% −1.3% +31.7 pts Open, 12 days
GMED Globus Medical Inc Hold Oct 22, 2026 $81.66 $80.54 −1.4% +0.7% −2.1 pts Replaced by Buy Oct 27, 2026
GGG Graco Inc Hold Oct 22, 2026 $69.28 $68.73 −0.8% −1.3% +0.5 pts Open, 12 days
GEV GE Vernova Hold Oct 22, 2026 $827.42 $894.92 +8.2% +0.7% +7.4 pts Replaced by Sell Oct 27, 2026
FTI TechnipFMC plc Buy Oct 22, 2026 $66.82 $69.89 +4.6% −0.5% +5.1 pts Replaced by Hold Oct 23, 2026
FIX Comfort Systems USA Sell Oct 22, 2026 $1279.37 $1262.00 −1.4% −1.3% −0.1 pts Open, 12 days
FDX FedEx Sell Oct 22, 2026 $303.92 $298.72 −1.7% −0.5% −1.2 pts Replaced by Hold Oct 23, 2026
FCX Freeport-McMoRan Sell Oct 22, 2026 $64.59 $62.47 −3.3% −1.1% −2.2 pts Replaced by Sell Oct 30, 2026
ENSG Ensign Group, Inc Buy Oct 22, 2026 $178.35 $180.03 +0.9% −1.3% +2.2 pts Open, 12 days
ELV Elevance Health Hold Oct 22, 2026 $445.28 $426.36 −4.2% +0.7% −5.0 pts Replaced by Buy Oct 27, 2026
DOV Dover Corporation Hold Oct 22, 2026 $195.49 $214.03 +9.5% −1.6% +11.0 pts Replaced by Sell Nov 2, 2026
DHR Danaher Corporation Sell Oct 22, 2026 $229.75 $230.81 +0.5% −1.3% +1.7 pts Open, 12 days
DGX Quest Diagnostics Sell Oct 22, 2026 $243.28 $241.89 −0.6% −0.5% 0.0 pts Replaced by Hold Oct 23, 2026
DASH DoorDash Hold Oct 22, 2026 $185.94 $178.99 −3.7% −1.1% −2.7 pts Replaced by Hold Oct 30, 2026

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.