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
QSR Restaurant Brands International Inc. Sell Oct 20, 2026 $75.62 $75.11 −0.7% 0.0% −0.7 pts Replaced by Sell Oct 20, 2026
QSR Restaurant Brands International Inc. Sell Oct 20, 2026 $75.11 $72.41 −3.6% −1.7% −1.9 pts Replaced by Sell Oct 30, 2026
QCOM Qualcomm Hold Oct 20, 2026 $175.47 $162.12 −7.6% −1.9% −5.7 pts Open, 14 days
PYPL PayPal Buy Oct 20, 2026 $57.16 $57.05 −0.2% 0.0% −0.2 pts Replaced by Buy Oct 20, 2026
PYPL PayPal Buy Oct 20, 2026 $57.05 $57.14 +0.2% 0.0% +0.2 pts Replaced by Buy Oct 20, 2026
PYPL PayPal Buy Oct 20, 2026 $57.14 $58.23 +1.9% −1.9% +3.8 pts Open, 14 days
PWR Quanta Services Hold Oct 20, 2026 $602.16 $596.00 −1.0% 0.0% −1.0 pts Replaced by Hold Oct 20, 2026
PWR Quanta Services Hold Oct 20, 2026 $596.00 $596.00 0.0% 0.0% 0.0 pts Replaced by Hold Oct 20, 2026
PWR Quanta Services Hold Oct 20, 2026 $596.00 $646.40 +8.5% 0.0% +8.4 pts Replaced by Hold Oct 29, 2026
PVH PVH Corp. Buy Oct 20, 2026 $85.13 $86.49 +1.6% 0.0% +1.6 pts Replaced by Buy Oct 20, 2026
PTC PTC Inc. Hold Oct 20, 2026 $193.35 $194.35 +0.5% −1.9% +2.4 pts Open, 14 days
PSX Phillips 66 Sell Oct 20, 2026 $290.10 $291.02 +0.3% 0.0% +0.3 pts Replaced by Sell Oct 20, 2026
PSX Phillips 66 Sell Oct 20, 2026 $291.02 $291.03 0.0% 0.0% 0.0 pts Replaced by Sell Oct 20, 2026
PSX Phillips 66 Sell Oct 20, 2026 $291.03 $273.59 −6.0% +0.4% −6.4 pts Replaced by Hold Oct 28, 2026
PSN Parsons Corp Hold Oct 20, 2026 $44.26 $44.65 +0.9% 0.0% +0.9 pts Replaced by Hold Oct 20, 2026
PSN Parsons Corp Hold Oct 20, 2026 $44.65 $44.65 0.0% 0.0% 0.0 pts Replaced by Buy Oct 20, 2026
PSN Parsons Corp Buy Oct 20, 2026 $44.65 $47.80 +7.1% −0.7% +7.7 pts Replaced by Hold Oct 22, 2026
PRU Prudential Financial Sell Oct 20, 2026 $115.22 $117.42 +1.9% −1.9% +3.8 pts Open, 14 days
PRIM Primoris Services Corp Buy Oct 20, 2026 $72.62 $75.69 +4.2% 0.0% +4.2 pts Replaced by Hold Oct 29, 2026
PR Permian Resources Corp Hold Oct 20, 2026 $24.84 $24.40 −1.8% −0.7% −1.1 pts Replaced by Hold Oct 22, 2026
PPG PPG Industries Sell Oct 20, 2026 $108.85 $108.61 −0.2% 0.0% −0.2 pts Replaced by Sell Oct 20, 2026
PPG PPG Industries Sell Oct 20, 2026 $108.61 $123.61 +13.8% −1.9% +15.7 pts Open, 14 days
PPC Pilgrims Pride Corp Buy Oct 20, 2026 $28.40 $28.22 −0.6% 0.0% −0.6 pts Replaced by Buy Oct 20, 2026
PPC Pilgrims Pride Corp Buy Oct 20, 2026 $28.22 $28.22 0.0% 0.0% 0.0 pts Replaced by Buy Oct 20, 2026
PPC Pilgrims Pride Corp Buy Oct 20, 2026 $28.22 $27.69 −1.9% −1.9% +0.1 pts Open, 14 days
POWL Powell Industries Inc Hold Oct 20, 2026 $167.04 $163.99 −1.8% −1.9% +0.1 pts Open, 14 days
POOL Pool Corp Hold Oct 20, 2026 $171.77 $171.71 0.0% 0.0% 0.0 pts Replaced by Hold Oct 20, 2026
POOL Pool Corp Hold Oct 20, 2026 $171.71 $192.88 +12.3% +0.4% +11.9 pts Replaced by Hold Oct 28, 2026
PODD Insulet Corporation Hold Oct 20, 2026 $143.93 $142.64 −0.9% 0.0% −0.9 pts Replaced by Hold Oct 20, 2026
PODD Insulet Corporation Hold Oct 20, 2026 $142.64 $142.64 0.0% 0.0% 0.0 pts Replaced by Buy Oct 20, 2026
PODD Insulet Corporation Buy Oct 20, 2026 $142.64 $149.01 +4.5% −1.2% +5.6 pts Replaced by Hold Oct 23, 2026
PNW Pinnacle West Capital Sell Oct 20, 2026 $102.94 $106.52 +3.5% −1.9% +5.4 pts Open, 14 days
PNR Pentair Hold Oct 20, 2026 $52.88 $52.88 0.0% 0.0% 0.0 pts Replaced by Hold Oct 20, 2026
PNR Pentair Hold Oct 20, 2026 $52.88 $69.49 +31.4% −1.9% +33.3 pts Open, 14 days
PNC PNC Financial Services Hold Oct 20, 2026 $220.96 $226.49 +2.5% +0.1% +2.4 pts Replaced by Sell Oct 27, 2026
PM Philip Morris International Hold Oct 20, 2026 $201.00 $199.90 −0.5% 0.0% −0.5 pts Replaced by Sell Oct 20, 2026
PM Philip Morris International Sell Oct 20, 2026 $199.90 $201.87 +1.0% −0.5% +1.5 pts Replaced by Sell Oct 26, 2026
PLTR Palantir Technologies Inc. Sell Oct 20, 2026 $192.60 $196.75 +2.2% −1.2% +3.3 pts Replaced by Sell Oct 23, 2026
PLD Prologis Sell Oct 20, 2026 $127.45 $126.66 −0.6% −0.7% 0.0 pts Replaced by Hold Oct 22, 2026
PKG Packaging Corporation of America Sell Oct 20, 2026 $239.00 $239.03 0.0% 0.0% 0.0 pts Replaced by Sell Oct 20, 2026
PKG Packaging Corporation of America Sell Oct 20, 2026 $239.03 $256.54 +7.3% −1.9% +9.3 pts Open, 14 days
PINS Pinterest, Inc. Sell Oct 20, 2026 $22.99 $22.32 −2.9% −1.2% −1.7 pts Replaced by Buy Oct 23, 2026
PHM PulteGroup Hold Oct 20, 2026 $114.17 $114.46 +0.3% 0.0% +0.3 pts Replaced by Hold Oct 20, 2026
PHM PulteGroup Hold Oct 20, 2026 $114.46 $127.28 +11.2% −1.9% +13.1 pts Open, 14 days
PH Parker Hannifin Sell Oct 20, 2026 $941.10 $944.61 +0.4% 0.0% +0.4 pts Replaced by Sell Oct 20, 2026
PH Parker Hannifin Sell Oct 20, 2026 $944.61 $937.58 −0.7% −1.9% +1.2 pts Open, 14 days
PG Procter & Gamble Sell Oct 20, 2026 $158.53 $162.30 +2.4% −1.9% +4.3 pts Open, 14 days
PFGC Performance Food Group Co Hold Oct 20, 2026 $96.95 $97.93 +1.0% 0.0% +1.0 pts Replaced by Hold Oct 20, 2026
PFGC Performance Food Group Co Hold Oct 20, 2026 $97.93 $97.88 −0.1% 0.0% −0.1 pts Replaced by Hold Oct 20, 2026
PFGC Performance Food Group Co Hold Oct 20, 2026 $97.88 $94.71 −3.2% −1.2% −2.1 pts Replaced by Buy Oct 23, 2026
PFE Pfizer Sell Oct 20, 2026 $30.13 $30.13 0.0% 0.0% 0.0 pts Replaced by Sell Oct 20, 2026
PFE Pfizer Sell Oct 20, 2026 $30.13 $30.11 −0.1% 0.0% −0.1 pts Replaced by Sell Oct 20, 2026
PFE Pfizer Sell Oct 20, 2026 $30.11 $30.73 +2.1% −1.9% +4.0 pts Open, 14 days
PEP PepsiCo Sell Oct 20, 2026 $133.86 $137.92 +3.0% −1.9% +5.0 pts Open, 14 days
PEN Penumbra Inc Sell Oct 20, 2026 $323.94 $324.43 +0.2% 0.0% +0.2 pts Replaced by Sell Oct 20, 2026
PEN Penumbra Inc Sell Oct 20, 2026 $324.43 $320.68 −1.2% −1.9% +0.8 pts Open, 14 days
PEGA Pegasystems Inc Hold Oct 20, 2026 $36.23 $36.23 0.0% 0.0% 0.0 pts Replaced by Hold Oct 20, 2026
PEGA Pegasystems Inc Hold Oct 20, 2026 $36.23 $33.30 −8.1% −1.9% −6.2 pts Open, 14 days
PEG Public Service Enterprise Group Hold Oct 20, 2026 $70.85 $74.38 +5.0% −2.2% +7.2 pts Replaced by Hold Nov 2, 2026
PCTY Paylocity Holding Corp Hold Oct 20, 2026 $169.78 $169.08 −0.4% −1.9% +1.5 pts Open, 14 days
PCG PG&E Corporation Buy Oct 20, 2026 $13.18 $12.98 −1.5% −0.7% −0.9 pts Replaced by Buy Oct 22, 2026
PAYX Paychex Hold Oct 20, 2026 $112.72 $112.36 −0.3% 0.0% −0.3 pts Replaced by Buy Oct 20, 2026
PAYX Paychex Buy Oct 20, 2026 $112.36 $112.62 +0.2% 0.0% +0.2 pts Replaced by Hold Oct 20, 2026
PAYX Paychex Hold Oct 20, 2026 $112.62 $107.00 −5.0% +0.4% −5.4 pts Replaced by Buy Oct 28, 2026
PAYC Paycom Software, Inc. Sell Oct 20, 2026 $262.36 $263.11 +0.3% −1.9% +2.2 pts Open, 14 days
PATH Uipath, Inc. Sell Oct 20, 2026 $13.43 $14.13 +5.2% −1.2% +6.4 pts Replaced by Sell Oct 23, 2026
PANW Palo Alto Networks Sell Oct 20, 2026 $340.71 $341.42 +0.2% 0.0% +0.2 pts Replaced by Sell Oct 20, 2026
PANW Palo Alto Networks Sell Oct 20, 2026 $341.42 $380.55 +11.5% −1.2% +12.6 pts Replaced by Sell Oct 23, 2026
PAG Penske Automotive Group, Inc. Sell Oct 20, 2026 $212.47 $213.50 +0.5% −1.9% +2.4 pts Open, 14 days
OVV Ovintiv Inc. Hold Oct 20, 2026 $69.80 $70.30 +0.7% 0.0% +0.7 pts Replaced by Hold Oct 20, 2026
OTIS Otis Worldwide Sell Oct 20, 2026 $71.77 $72.07 +0.4% 0.0% +0.4 pts Replaced by Hold Oct 20, 2026
OTIS Otis Worldwide Hold Oct 20, 2026 $72.07 $75.60 +4.9% −0.7% +5.6 pts Replaced by Sell Oct 22, 2026
OSPN Onespan Inc. Sell Oct 20, 2026 $18.02 $18.25 +1.3% 0.0% +1.3 pts Replaced by Sell Oct 20, 2026
OSPN Onespan Inc. Sell Oct 20, 2026 $18.25 $19.74 +8.2% 0.0% +8.1 pts Replaced by Hold Oct 29, 2026
OSK Oshkosh Corp Sell Oct 20, 2026 $131.47 $132.88 +1.1% 0.0% +1.1 pts Replaced by Hold Oct 20, 2026
OSK Oshkosh Corp Hold Oct 20, 2026 $132.88 $133.74 +0.7% 0.0% +0.6 pts Replaced by Hold Oct 29, 2026
ORLY O'Reilly Automotive Sell Oct 20, 2026 $90.12 $88.12 −2.2% −1.7% −0.5 pts Replaced by Sell Oct 30, 2026
ONTO Onto Innovation Inc. Sell Oct 20, 2026 $222.83 $219.62 −1.4% 0.0% −1.4 pts Replaced by Sell Oct 20, 2026
ONTO Onto Innovation Inc. Sell Oct 20, 2026 $219.62 $198.67 −9.5% −0.7% −8.9 pts Replaced by Hold Oct 22, 2026
ON ON Semiconductor Corp Sell Oct 20, 2026 $75.62 $75.62 0.0% 0.0% 0.0 pts Replaced by Sell Oct 20, 2026
ON ON Semiconductor Corp Sell Oct 20, 2026 $75.62 $70.88 −6.3% −2.2% −4.1 pts Replaced by Hold Nov 2, 2026
OMC Omnicom Group Buy Oct 20, 2026 $81.11 $82.56 +1.8% −0.7% +2.4 pts Replaced by Buy Oct 22, 2026
OLN Olin Corp Buy Oct 20, 2026 $15.12 $15.16 +0.3% 0.0% +0.3 pts Replaced by Buy Oct 20, 2026
OLLI Ollie's Bargain Outlet Holdings, Inc. Hold Oct 20, 2026 $93.69 $87.28 −6.8% −1.9% −4.9 pts Open, 14 days
OLED Universal Display Corp \pa\ Sell Oct 20, 2026 $81.43 $82.09 +0.8% 0.0% +0.8 pts Replaced by Sell Oct 20, 2026
OLED Universal Display Corp \pa\ Sell Oct 20, 2026 $82.09 $82.09 0.0% 0.0% 0.0 pts Replaced by Sell Oct 20, 2026
OLED Universal Display Corp \pa\ Sell Oct 20, 2026 $82.09 $90.41 +10.1% +0.4% +9.7 pts Replaced by Hold Oct 28, 2026
OKTA Okta, Inc. Sell Oct 20, 2026 $194.02 $194.02 0.0% 0.0% 0.0 pts Replaced by Sell Oct 20, 2026
OKTA Okta, Inc. Sell Oct 20, 2026 $194.02 $213.05 +9.8% −1.2% +11.0 pts Replaced by Sell Oct 23, 2026
OKE Oneok Buy Oct 20, 2026 $92.78 $92.85 +0.1% 0.0% +0.1 pts Replaced by Buy Oct 20, 2026
OKE Oneok Buy Oct 20, 2026 $92.85 $92.85 0.0% 0.0% 0.0 pts Replaced by Buy Oct 20, 2026
OGN Organon & Co. Sell Oct 20, 2026 $13.77 $13.76 −0.1% 0.0% −0.1 pts Replaced by Sell Oct 20, 2026
OGE OGE Energy Corp. Hold Oct 20, 2026 $47.54 $48.87 +2.8% +0.4% +2.4 pts Replaced by Hold Oct 28, 2026
ODFL Old Dominion Sell Oct 20, 2026 $189.06 $188.33 −0.4% 0.0% −0.4 pts Replaced by Sell Oct 20, 2026
ODFL Old Dominion Sell Oct 20, 2026 $188.33 $175.75 −6.7% −1.9% −4.8 pts Open, 14 days
OC Owens Corning Buy Oct 20, 2026 $111.86 $111.80 −0.1% 0.0% −0.1 pts Replaced by Buy Oct 20, 2026
O Realty Income Hold Oct 20, 2026 $56.34 $57.06 +1.3% −0.7% +1.9 pts Replaced by Buy Oct 22, 2026
NYT NEW York Times Co Hold Oct 20, 2026 $69.47 $69.56 +0.1% 0.0% +0.1 pts Replaced by Hold Oct 20, 2026
NYT NEW York Times Co Hold Oct 20, 2026 $69.56 $68.98 −0.8% −1.9% +1.1 pts Open, 14 days
NXT Nextpower Inc. Buy Oct 20, 2026 $79.03 $97.08 +22.8% −1.9% +24.8 pts Open, 14 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.