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
WEX WEX Inc. Sell Oct 29, 2026 $183.05 $181.05 −1.1% −2.0% +0.9 pts Open, 5 days
WDFC WD 40 Co Hold Oct 29, 2026 $217.03 $222.28 +2.4% −1.8% +4.2 pts Replaced by Sell Oct 30, 2026
WCC Wesco International Inc Sell Oct 29, 2026 $361.46 $350.44 −3.0% −2.0% −1.1 pts Open, 5 days
WASH Washington Trust Bancorp Inc Sell Oct 29, 2026 $39.51 $39.37 −0.4% −2.0% +1.6 pts Open, 5 days
VTSI Virtra, Inc Sell Oct 29, 2026 $2.72 $2.61 −4.0% −1.8% −2.3 pts Replaced by Sell Oct 30, 2026
VRTS Virtus Investment Partners, Inc. Buy Oct 29, 2026 $125.11 $124.58 −0.4% 0.0% −0.4 pts Replaced by Buy Oct 29, 2026
VOYA Voya Financial, Inc. Hold Oct 29, 2026 $97.93 $102.22 +4.4% −2.0% +6.3 pts Open, 5 days
VMD Viemed Healthcare, Inc. Sell Oct 29, 2026 $10.10 $9.42 −6.7% −2.0% −4.8 pts Open, 5 days
VMC Vulcan Materials Company Sell Oct 29, 2026 $284.85 $284.58 −0.1% −2.0% +1.9 pts Open, 5 days
VLTO Veralto Sell Oct 29, 2026 $103.22 $114.86 +11.3% −2.0% +13.2 pts Open, 5 days
VECO Veeco Instruments Inc Sell Oct 29, 2026 $44.13 $38.87 −11.9% −1.8% −10.2 pts Replaced by Sell Oct 30, 2026
VCYT Veracyte, Inc. Sell Oct 29, 2026 $50.00 $50.69 +1.4% −2.0% +3.3 pts Open, 5 days
UVSP Univest Financial Corp Hold Oct 29, 2026 $40.20 $40.66 +1.2% −2.0% +3.1 pts Open, 5 days
UTMD Utah Medical Products Inc Buy Oct 29, 2026 $68.12 $70.55 +3.6% −2.0% +5.5 pts Open, 5 days
UTL Unitil Corp Hold Oct 29, 2026 $54.95 $55.96 +1.8% −2.0% +3.8 pts Open, 5 days
UTI Universal Technical Institute Inc Hold Oct 29, 2026 $22.75 $23.08 +1.4% 0.0% +1.4 pts Replaced by Sell Oct 29, 2026
UTI Universal Technical Institute Inc Sell Oct 29, 2026 $23.08 $23.01 −0.3% −1.8% +1.5 pts Replaced by Hold Oct 30, 2026
USNA Usana Health Sciences Inc Buy Oct 29, 2026 $14.47 $14.89 +2.9% −2.0% +4.8 pts Open, 5 days
USLM United States Lime & Minerals Inc Sell Oct 29, 2026 $111.61 $111.61 0.0% −1.8% +1.8 pts Replaced by Hold Oct 30, 2026
UPWK Upwork, Inc Buy Oct 29, 2026 $9.15 $9.71 +6.0% −2.0% +8.0 pts Open, 5 days
ULBI Ultralife Corp Sell Oct 29, 2026 $15.62 $15.63 0.0% −2.0% +2.0 pts Open, 5 days
UG United Guardian Inc Buy Oct 29, 2026 $6.80 $7.07 +4.0% −2.0% +5.9 pts Open, 5 days
UFPT UFP Technologies Inc Hold Oct 29, 2026 $289.26 $284.50 −1.6% −1.8% +0.1 pts Replaced by Sell Oct 30, 2026
UFCS United Fire Group Inc Sell Oct 29, 2026 $57.11 $56.83 −0.5% −1.8% +1.3 pts Replaced by Sell Oct 30, 2026
UEIC Universal Electronics Inc Buy Oct 29, 2026 $5.21 $4.95 −5.1% −2.0% −3.1 pts Open, 5 days
UCB United Community Banks Inc Hold Oct 29, 2026 $37.01 $36.73 −0.8% −1.8% +1.0 pts Replaced by Sell Oct 30, 2026
UAN CVR Partners, LP Buy Oct 29, 2026 $126.50 $117.75 −6.9% −2.2% −4.7 pts Replaced by Buy Nov 3, 2026
TXT Textron Hold Oct 29, 2026 $88.92 $87.10 −2.1% −2.0% −0.1 pts Open, 5 days
TWIN Twin Disc Inc Buy Oct 29, 2026 $25.68 $26.03 +1.4% 0.0% +1.4 pts Replaced by Hold Oct 29, 2026
TWIN Twin Disc Inc Hold Oct 29, 2026 $26.03 $25.67 −1.4% 0.0% −1.4 pts Replaced by Buy Oct 29, 2026
TWIN Twin Disc Inc Buy Oct 29, 2026 $25.67 $25.13 −2.1% −2.0% −0.1 pts Open, 5 days
TT Trane Technologies Hold Oct 29, 2026 $425.45 $427.10 +0.4% 0.0% +0.4 pts Replaced by Hold Oct 29, 2026
TT Trane Technologies Hold Oct 29, 2026 $427.10 $418.96 −1.9% −2.0% +0.1 pts Open, 5 days
TRST Trustco Bank Corp N Y Sell Oct 29, 2026 $57.31 $57.98 +1.2% −2.0% +3.1 pts Open, 5 days
TRNO Terreno Realty Corp Hold Oct 29, 2026 $64.56 $65.83 +2.0% −2.0% +3.9 pts Open, 5 days
TRMK Trustmark Corp Hold Oct 29, 2026 $44.57 $44.96 +0.9% −2.0% +2.8 pts Open, 5 days
TRAK Repositrak, Inc. Buy Oct 29, 2026 $7.08 $7.02 −0.9% −2.0% +1.1 pts Open, 5 days
TR Tootsie Roll Industries Inc Sell Oct 29, 2026 $36.46 $37.90 +3.9% −2.0% +5.9 pts Open, 5 days
TNET Trinet Group, Inc. Buy Oct 29, 2026 $60.53 $64.61 +6.7% 0.0% +6.7 pts Replaced by Buy Oct 29, 2026
TNET Trinet Group, Inc. Buy Oct 29, 2026 $64.61 $65.28 +1.0% −2.0% +3.0 pts Open, 5 days
TISI Team Inc Hold Oct 29, 2026 $23.89 $23.03 −3.6% −2.0% −1.6 pts Open, 5 days
THG Hanover Insurance Group, Inc. Hold Oct 29, 2026 $233.44 $242.09 +3.7% −1.8% +5.5 pts Replaced by Sell Oct 30, 2026
TCMD Tactile Systems Technology Inc Buy Oct 29, 2026 $24.27 $23.82 −1.8% −2.0% +0.1 pts Open, 5 days
TCBK Trico Bancshares / Hold Oct 29, 2026 $53.37 $53.29 −0.1% −2.0% +1.8 pts Open, 5 days
TBCH Turtle Beach Corp Hold Oct 29, 2026 $16.65 $16.05 −3.6% −1.8% −1.8 pts Replaced by Hold Oct 30, 2026
TACT Transact Technologies Inc Hold Oct 29, 2026 $5.61 $5.39 −3.9% −2.0% −1.9 pts Open, 5 days
SYBT Stock Yards Bancorp, Inc. Sell Oct 29, 2026 $78.97 $78.43 −0.7% −1.8% +1.1 pts Replaced by Hold Oct 30, 2026
SUPN Supernus Pharmaceuticals, Inc. Hold Oct 29, 2026 $43.66 $41.39 −5.2% 0.0% −5.2 pts Replaced by Buy Oct 29, 2026
SUPN Supernus Pharmaceuticals, Inc. Buy Oct 29, 2026 $41.39 $41.92 +1.3% −1.8% +3.1 pts Replaced by Buy Oct 30, 2026
STX Seagate Technology Sell Oct 29, 2026 $692.29 $644.58 −6.9% −1.8% −5.1 pts Replaced by Hold Oct 30, 2026
STT State Street Corporation Hold Oct 29, 2026 $174.98 $169.77 −3.0% −1.8% −1.2 pts Replaced by Sell Oct 30, 2026
STRL Sterling Infrastructure, Inc. Buy Oct 29, 2026 $405.67 $358.61 −11.6% −2.0% −9.6 pts Open, 5 days
STGW Stagwell Inc Hold Oct 29, 2026 $9.66 $10.55 +9.2% −2.0% +11.2 pts Open, 5 days
STBA S&T Bancorp Inc Hold Oct 29, 2026 $51.21 $51.77 +1.1% −2.0% +3.1 pts Open, 5 days
SPXC SPX Technologies, Inc. Hold Oct 29, 2026 $166.50 $163.84 −1.6% −2.0% +0.4 pts Open, 5 days
SPOK Spok Holdings, Inc Buy Oct 29, 2026 $11.25 $11.68 +3.8% 0.0% +3.8 pts Replaced by Buy Oct 29, 2026
SPOK Spok Holdings, Inc Buy Oct 29, 2026 $11.68 $12.02 +2.9% −2.0% +4.9 pts Open, 5 days
SPFI South Plains Financial, Inc. Buy Oct 29, 2026 $44.18 $44.19 0.0% 0.0% 0.0 pts Replaced by Hold Oct 29, 2026
SOTK Sono TEK Corp Sell Oct 29, 2026 $5.27 $4.80 −8.9% −2.0% −6.9 pts Open, 5 days
SOFI SoFi Technologies, Inc. Sell Oct 29, 2026 $17.52 $16.70 −4.7% −2.0% −2.7 pts Open, 5 days
SNEX Stonex Group Inc. Hold Oct 29, 2026 $56.36 $52.83 −6.3% −1.8% −4.5 pts Replaced by Buy Oct 30, 2026
SND Smart Sand, Inc. Buy Oct 29, 2026 $4.96 $4.59 −7.4% −2.0% −5.4 pts Open, 5 days
SLNG Stabilis Solutions, Inc. Hold Oct 29, 2026 $4.46 $4.34 −2.8% −1.8% −1.0 pts Replaced by Hold Oct 30, 2026
SIGA Siga Technologies Inc Buy Oct 29, 2026 $3.17 $3.04 −3.9% −1.8% −2.2 pts Replaced by Buy Oct 30, 2026
SHBI Shore Bancshares Inc Sell Oct 29, 2026 $22.77 $22.73 −0.2% 0.0% −0.2 pts Replaced by Hold Oct 29, 2026
SHBI Shore Bancshares Inc Hold Oct 29, 2026 $22.73 $22.38 −1.5% −1.8% +0.2 pts Replaced by Sell Oct 30, 2026
SGA Saga Communications Inc Buy Oct 29, 2026 $8.37 $7.88 −5.9% −2.0% −3.9 pts Open, 5 days
SFST Southern First Bancshares Inc Sell Oct 29, 2026 $61.45 $60.46 −1.6% −2.0% +0.4 pts Open, 5 days
SFBC Sound Financial Bancorp, Inc. Hold Oct 29, 2026 $45.00 $44.23 −1.7% −2.0% +0.3 pts Open, 5 days
SF Stifel Financial Corp Hold Oct 29, 2026 $68.27 $66.69 −2.3% −1.8% −0.5 pts Replaced by Buy Oct 30, 2026
SEPN Septerna, Inc. Sell Oct 29, 2026 $44.88 $44.00 −2.0% −1.8% −0.2 pts Replaced by Sell Oct 30, 2026
SBSI Southside Bancshares Inc Buy Oct 29, 2026 $32.80 $33.61 +2.5% −1.8% +4.2 pts Replaced by Hold Oct 30, 2026
SBC SBC Medical Group Holdings Inc Sell Oct 29, 2026 $5.53 $5.25 −5.1% −2.0% −3.1 pts Open, 5 days
SAMG Silvercrest Asset Management Group Inc. Hold Oct 29, 2026 $10.63 $10.54 −0.8% 0.0% −0.8 pts Replaced by Sell Oct 29, 2026
SAMG Silvercrest Asset Management Group Inc. Sell Oct 29, 2026 $10.54 $10.87 +3.1% −2.0% +5.1 pts Open, 5 days
SAH Sonic Automotive Inc Buy Oct 29, 2026 $62.85 $62.96 +0.2% −2.0% +2.1 pts Open, 5 days
RSVR Reservoir Media, Inc. Hold Oct 29, 2026 $9.59 $9.68 +0.9% −2.0% +2.9 pts Open, 5 days
RSSS Research Solutions, Inc. Buy Oct 29, 2026 $1.85 $1.89 +2.2% −2.2% +4.4 pts Replaced by Hold Nov 3, 2026
RRBI RED River Bancshares Inc Hold Oct 29, 2026 $102.84 $104.52 +1.6% −1.8% +3.4 pts Replaced by Sell Oct 30, 2026
ROG Rogers Corp Sell Oct 29, 2026 $140.02 $134.99 −3.6% −2.0% −1.6 pts Open, 5 days
RNST Renasant Corp Hold Oct 29, 2026 $40.25 $40.12 −0.3% −2.0% +1.6 pts Open, 5 days
RNGR Ranger Energy Services, Inc. Buy Oct 29, 2026 $15.50 $14.30 −7.7% −2.0% −5.8 pts Open, 5 days
RNG Ringcentral, Inc. Hold Oct 29, 2026 $83.52 $83.68 +0.2% 0.0% +0.2 pts Replaced by Sell Oct 29, 2026
RNG Ringcentral, Inc. Sell Oct 29, 2026 $83.68 $83.41 −0.3% 0.0% −0.3 pts Replaced by Hold Oct 29, 2026
RNG Ringcentral, Inc. Hold Oct 29, 2026 $83.41 $77.07 −7.6% −2.0% −5.6 pts Open, 5 days
RMTI Rockwell Medical, Inc. Hold Oct 29, 2026 $7.17 $7.45 +3.9% −2.0% +5.9 pts Open, 5 days
RMCO Royalty Management Holding Corp Sell Oct 29, 2026 $2.38 $2.30 −3.4% −1.8% −1.6 pts Replaced by Sell Oct 30, 2026
RMBI Richmond Mutual Bancorporation, Inc. Hold Oct 29, 2026 $15.87 $15.86 −0.1% −1.8% +1.7 pts Replaced by Sell Oct 30, 2026
RLGT Radiant Logistics, Inc Sell Oct 29, 2026 $9.02 $9.36 +3.8% −2.0% +5.7 pts Open, 5 days
RGR Sturm Ruger & Co Inc Hold Oct 29, 2026 $46.11 $45.25 −1.9% −2.0% +0.1 pts Open, 5 days
RGP Resources Connection, Inc. Buy Oct 29, 2026 $2.75 $2.62 −4.9% −2.0% −2.9 pts Open, 5 days
RFIL R F Industries LTD Sell Oct 29, 2026 $7.96 $7.69 −3.3% −1.8% −1.6 pts Replaced by Hold Oct 30, 2026
RES RPC Inc Hold Oct 29, 2026 $6.39 $5.95 −7.0% −2.0% −5.0 pts Open, 5 days
RELY Remitly Global, Inc. Hold Oct 29, 2026 $24.62 $24.16 −1.9% −1.8% −0.1 pts Replaced by Buy Oct 30, 2026
RELL Richardson Electronics, LTD. Sell Oct 29, 2026 $20.86 $19.78 −5.2% −2.0% −3.2 pts Open, 5 days
REGN Regeneron Pharmaceuticals Hold Oct 29, 2026 $812.52 $966.60 +19.0% −2.0% +20.9 pts Open, 5 days
RDVT Red Violet, Inc. Hold Oct 29, 2026 $81.52 $76.45 −6.2% −2.0% −4.3 pts Open, 5 days
RDDT Reddit, Inc. Sell Oct 29, 2026 $129.59 $94.28 −27.2% −2.0% −25.3 pts Open, 5 days
RCMT RCM Technologies, Inc. Sell Oct 29, 2026 $36.42 $34.73 −4.7% −2.0% −2.7 pts Open, 5 days
RCKY Rocky Brands, Inc. Buy Oct 29, 2026 $50.44 $51.38 +1.9% −2.0% +3.8 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.