Is Baird a reliable analyst?

In short — Over 1 year, 65.7% of Baird's targets proved profitable, for an average gain of +17.6% per call (all calls, winners and losers) — i.e. +2.9% vs its sector, across 1714 timestamped calls replayed against real prices. JPI verdict: fairly reliable. An analyst can be good in one sector and poor in another — details below.

65.7%profitable calls

+17.6%avg gain / call

+2.9%vs sector

1714scored calls

In which sectors is Baird reliable?

Sector

Calls

% profitable

Avg gain 2015+

Avg gain 2020+

Last 12 months

▸ Tech

382

70.4%

+28.4%

+29.8%

+14.2% (61)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TER	▲ Outperform	Jun 23, 26	Jun 23, 27	$420.12	🎯$446	$343.11	+6%	-18% so far
JBL	▲ Outperform	Jun 18, 26	Jun 18, 27	$371.88	🎯$440	$321.08	+18%	-14% so far
PANW	▲ Outperform	Jun 1, 26	Jun 1, 27	$300.48	🎯$300	$337.04	+0%	+12% so far
NVDA	▲ Outperform	May 21, 26	May 21, 27	$219.51	🎯$500	$196.93	+128%	-10% so far
ADI	▲ Outperform	May 21, 26	May 21, 27	$384.21	🎯$450	$379.03	+17%	-1% so far
KEYS	▲ Outperform	May 20, 26	May 20, 27	$342.08	🎯$385	$309.12	+13%	-10% so far
KEYS	▲ Outperform	May 15, 26	May 15, 27	$349.01	🎯$375	$309.12	+7%	-11% so far
ZBRA	▲ Outperform	May 13, 26	May 13, 27	$246.76	🎯$310	$264.65	+26%	+7% so far

Sample (0 recent finished + 8 in progress) of 382 calls.

▸ Comm.

73.1%

+20.6%

+21.9%

+9.0% (6)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
GOOGL	▲ Outperform	Sep 22, 25	Sep 22, 26	$251.66	🎯$275	$367.03	+9%	+46% so far
TKO	▲ Outperform	Sep 16, 25	Sep 16, 26	$201.38	🎯$250	$193.58	+24%	-4% so far
TKO	▲ Outperform	Sep 5, 25	Sep 5, 26	$194	🎯$225	$193.58	+16%	+0% so far
TTWO	▲ Outperform	Aug 8, 25	Aug 8, 26	$222.67	🎯$260	$257.79	+17%	+16% so far
EA	▲ Outperform	Jul 30, 25	Jul 30, 26	$152.49	🎯$170	$205.44	+11%	+35% so far
NFLX	▲ Outperform	Jul 21, 25	Jul 21, 26	$123.33	🎯$1500	$76.18	+1116%	-38% so far
TTWO	▲ Outperform	May 16, 25	May 16, 26	$234.66	🎯$230	$241.7	-2%	+3.2%
NFLX	▲ Outperform	May 16, 25	May 16, 26	$119.16	🎯$1300	$89.37	+991%	-24.8%

Sample (2 recent finished + 6 in progress) of 67 calls.

▸ Industry

338

65.4%

+17.1%

+18.4%

+9.5% (44)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CSX	▲ Outperform	Jul 7, 26	Jul 7, 27	$48.51	🎯$53	$48.51	+9%	+0% so far
JBHT	▲ Outperform	Jun 17, 26	Jun 17, 27	$267.24	🎯$290	$275	+9%	+3% so far
URI	▲ Outperform	Apr 24, 26	Apr 24, 27	$974.41	🎯$1100	$1056.02	+13%	+8% so far
DOV	▲ Outperform	Apr 24, 26	Apr 24, 27	$224.78	🎯$279	$214.05	+24%	-5% so far
CSX	▲ Outperform	Apr 24, 26	Apr 24, 27	$45.41	🎯$47	$48.51	+4%	+7% so far
GEV	▲ Outperform	Apr 23, 26	Apr 23, 27	$1149.53	🎯$1400	$1077.08	+22%	-6% so far
EFX	▲ Outperform	Apr 22, 26	Apr 22, 27	$174.93	🎯$245	$174.58	+40%	+0% so far
JBHT	▲ Outperform	Apr 17, 26	Apr 17, 27	$245.08	🎯$236	$275	-4%	+12% so far

Sample (0 recent finished + 8 in progress) of 338 calls.

▸ Cons. staples

71.7%

+16.9%

+17.0%

+8.0% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
COST	▲ Outperform	Dec 12, 25	Dec 12, 26	$860.56	🎯$1000	$947.5	+16%	+10% so far
WMT	▲ Outperform	Nov 21, 25	Nov 21, 26	$105.32	🎯$121	$111.54	+15%	+6% so far
WMT	▲ Outperform	May 16, 25	May 16, 26	$98.12	🎯$110	$133.44	+12%	+35.9%
WMT	▲ Outperform	Apr 10, 25	Apr 10, 26	$92.8	🎯$100	$124.35	+8%	+34.2%
COST	▲ Outperform	Mar 7, 25	Mar 7, 26	$964.31	🎯$1125	$1002.88	+17%	+4.3%
WMT	▲ Outperform	Feb 18, 25	Feb 18, 26	$103.78	🎯$115	$126.61	+11%	+22%
COST	▲ Outperform	Dec 5, 24	Dec 5, 25	$982.26	🎯$1075	$893.86	+9%	-8.9%
WMT	▲ Outperform	Nov 20, 24	Nov 20, 25	$87.18	🎯$100	$107.23	+15%	+22.9%

Sample (6 recent finished + 2 in progress) of 60 calls.

▸ Utilities

100%

+19.3%

+16.2%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
AWK	▲ Outperform	Aug 6, 20	Aug 6, 21	$149.79	🎯$150	$176.75	+0%	+18.3%
AWK	▲ Outperform	Feb 20, 20	Feb 19, 21	$137.3	🎯$139	$156.52	+1%	+14.1%
AWK	▲ Outperform	Oct 2, 19	Oct 1, 20	$123.15	🎯$128	$149.01	+4%	+20.6%
AWK	▲ Outperform	May 2, 19	May 1, 20	$107.38	🎯$110	$121.34	+2%	+13.1%
AWK	▲ Outperform	Dec 12, 18	Dec 12, 19	$97.66	🎯$104	$119.15	+6%	+22.1%
AWK	▲ Outperform	Dec 6, 18	Dec 6, 19	$97.32	🎯$103	$122.62	+6%	+26.1%
AWK	▲ Outperform	Oct 14, 16	Oct 14, 17	$71.73	—	$85.36	—	+18.8%
NEE	▲ Outperform	Jan 29, 16	Jan 28, 17	$27.93	—	$30.72	—	+9.6%

Sample (8 recent finished + 0 in progress) of 11 calls.

▸ Cons. disc.

326

63.8%

+16.9%

+15.3%

-2.7% (48)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
NKE	▲ Outperform	Jul 1, 26	Jul 1, 27	$44.09	🎯$70	$43.21	+59%	-2% so far
ABNB	▲ Outperform	Jun 29, 26	Jun 29, 27	$147.17	🎯$160	$148.8	+9%	+1% so far
DPZ	▲ Outperform	Jun 23, 26	Jun 23, 27	$283.03	🎯$350	$313.14	+24%	+11% so far
ULTA	▲ Outperform	Jun 3, 26	Jun 3, 27	$471.21	🎯$700	$453.78	+49%	-4% so far
TJX	▲ Outperform	May 21, 26	May 21, 27	$157.46	🎯$175	$154.11	+11%	-2% so far
LOW	▲ Outperform	May 21, 26	May 21, 27	$217.41	🎯$270	$220.9	+24%	+2% so far
HD	▲ Outperform	May 20, 26	May 20, 27	$310.58	🎯$380	$345.21	+22%	+11% so far
TPR	▲ Outperform	Apr 29, 26	Apr 29, 27	$141.6	🎯$165	$146.3	+17%	+3% so far

Sample (0 recent finished + 8 in progress) of 326 calls.

▸ Finance

149

71.8%

+13.7%

+13.1%

-0.4% (17)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
V	▲ Outperform	Jul 7, 26	Jul 7, 27	$352.2	🎯$412	$352.2	+17%	+0% so far
MA	▲ Outperform	Jul 7, 26	Jul 7, 27	$531.62	🎯$680	$531.62	+28%	+0% so far
RF	▼ Underperform	Jul 6, 26	Jul 6, 27	$30.48	🎯$28	$30.59	-8%	+0% so far
XYZ	▲ Outperform	Jul 2, 26	Jul 2, 27	$78.92	🎯$100	$77.56	+27%	-2% so far
FITB	▲ Outperform	Jun 8, 26	Jun 8, 27	$52.71	🎯$58	$57.92	+10%	+10% so far
SYF	▲ Outperform	Apr 22, 26	Apr 22, 27	$78.69	🎯$86	$75.52	+9%	-4% so far
CPAY	▲ Outperform	Mar 31, 26	Mar 31, 27	$290.99	🎯$380	$357.1	+31%	+23% so far
TFC	▲ Outperform	Mar 9, 26	Mar 9, 27	$46.75	🎯$52	$51.36	+11%	+10% so far

Sample (0 recent finished + 8 in progress) of 149 calls.

▸ Health

281

59.8%

+12.1%

+8.4%

+1.0% (44)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
VRTX	▼ Underperform	Jul 7, 26	Jul 7, 27	$522.25	🎯$350	$522.25	-33%	+0% so far
IQV	▲ Outperform	Jul 1, 26	Jul 1, 27	$203.2	🎯$249	$208.23	+23%	+2% so far
ABT	▲ Outperform	Jul 1, 26	Jul 1, 27	$92.18	🎯$121	$95.84	+31%	+4% so far
COO	▲ Outperform	Jun 5, 26	Jun 5, 27	$67.34	🎯$85	$71.89	+26%	+7% so far
VEEV	▲ Outperform	Jun 4, 26	Jun 4, 27	$178.6	🎯$260	$192.3	+46%	+8% so far
A	▲ Outperform	May 26, 26	May 26, 27	$115.08	🎯$156	$131.14	+36%	+14% so far
BSX	▲ Outperform	May 19, 26	May 19, 27	$56.81	🎯$75	$45.3	+32%	-20% so far
COR	▲ Outperform	May 7, 26	May 7, 27	$255.66	🎯$339	$304.48	+33%	+19% so far

Sample (0 recent finished + 8 in progress) of 281 calls.

▸ Real estate

56.5%

+3.2%

+0.5%

+1.2% (10)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
DOC	▲ Outperform	May 13, 26	May 13, 27	$19.55	🎯$21	$21.93	+7%	+12% so far
CSGP	▲ Outperform	Apr 13, 26	Apr 13, 27	$37.06	🎯$56	$29.87	+51%	-19% so far
DOC	▲ Outperform	Apr 6, 26	Apr 6, 27	$16.67	🎯$19	$21.93	+14%	+32% so far
VICI	▲ Outperform	Mar 2, 26	Mar 2, 27	$30.2	🎯$34	$26.77	+13%	-11% so far
ARE	▲ Outperform	Dec 4, 25	Dec 4, 26	$46.59	🎯$67	$49.41	+44%	+6% so far
ARE	▲ Outperform	Nov 26, 25	Nov 26, 26	$53.67	🎯$73	$49.41	+36%	-8% so far
DOC	▲ Outperform	Nov 12, 25	Nov 12, 26	$17.51	🎯$20	$21.93	+14%	+25% so far
REG	▲ Outperform	Jul 30, 25	Jul 30, 26	$71.4	🎯$80	$80.74	+12%	+13% so far

Sample (0 recent finished + 8 in progress) of 62 calls.

▸ Materials

43.3%

+0.1%

-3.6%

-18.6% (7)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
ECL	▲ Outperform	Mar 24, 26	Mar 24, 27	$268.54	🎯$296	$283.08	+10%	+5% so far
AMCR	▲ Outperform	Jan 7, 26	Jan 7, 27	$42	🎯$10	$44.45	-76%	+6% so far
ALB	▲ Outperform	Jan 7, 26	Jan 7, 27	$161.57	🎯$210	$129.02	+30%	-20% so far
ECL	▲ Outperform	Sep 5, 25	Sep 5, 26	$273.56	🎯$306	$283.08	+12%	+3% so far
ALB	▼ Underperform	Aug 29, 25	Aug 29, 26	$84.92	🎯$68	$129.02	-20%	+52% so far
ECL	▲ Outperform	Jul 30, 25	Jul 30, 26	$263.13	🎯$300	$283.08	+14%	+8% so far
ALB	▼ Underperform	Jul 29, 25	Jul 29, 26	$71.6	🎯$60	$129.02	-16%	+80% so far
IFF	▲ Outperform	May 8, 25	May 8, 26	$74.08	🎯$100	$80.75	+35%	+9.4%

Sample (1 recent finished + 7 in progress) of 30 calls.

▸ Energy

25%

-20.7%

-30.5%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
OKE	▲ Outperform	Mar 2, 20	Mar 2, 21	$69.13	🎯$79	$47.01	+14%	-32.2%
EOG	▲ Outperform	Jan 22, 20	Jan 21, 21	$81.83	🎯$92	$54.83	+12%	-33%
COP	▲ Outperform	Jan 15, 20	Jan 14, 21	$65	🎯$72	$48.1	+11%	-26.3%
TRGP	▲ Outperform	Dec 2, 19	Dec 1, 20	$36.53	🎯$43	$23.74	+18%	-35.4%
TRGP	▲ Outperform	Oct 8, 19	Oct 7, 20	$37.88	🎯$49	$16.29	+29%	-57.3%
EOG	▲ Outperform	Jun 19, 18	Jun 19, 19	$117.08	🎯$157	$88.98	+34%	-24.3%
EOG	▲ Outperform	Nov 22, 16	Nov 22, 17	$97	🎯$108	$101.85	+11%	+4.8%
CVX	▲ Outperform	Jan 21, 16	Jan 20, 17	$83.54	🎯$108	$115.29	+29%	+38.1%

The stocks Baird covers (track record per stock)

Stock

Calls

% profitable

Avg gain 2015+

Avg gain 2020+

Last 12 months

▸ MU Micron Technology

58.3%

+140.7%

+228.8%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
MU	▲ Outperform	Jun 27, 25	Jun 27, 26	$123.25	🎯$200	$1144.99	+62%	+829.2%
MU	▲ Outperform	Mar 21, 25	Mar 21, 26	$94.72	🎯$163	$404.45	+72%	+326.9%
MU	▲ Outperform	Dec 19, 24	Dec 19, 25	$87.09	🎯$130	$265.62	+49%	+205.3%
MU	▲ Outperform	Sep 27, 24	Sep 27, 25	$107.5	🎯$150	$163.4	+40%	+52.5%
MU	▲ Outperform	Jun 24, 24	Jun 24, 25	$139.01	🎯$172	$127.89	+24%	-8%
MU	▲ Outperform	May 6, 24	May 6, 25	$120.13	🎯$150	$80.49	+25%	-33%
MU	▼ Underperform	Dec 19, 19	Dec 18, 20	$54.53	🎯$45	$71.43	-17%	-31%
MU	▼ Underperform	Sep 27, 19	Sep 26, 20	$43.21	🎯$30	$49.69	-31%	-15.1%

Sample (8 recent finished + 0 in progress) of 12 calls.

▸ GEV GE Vernova

100%

+178.5%

+33.2% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
GEV	▲ Outperform	Apr 23, 26	Apr 23, 27	$1149.53	🎯$1400	$1077.08	+22%	-6% so far
GEV	▲ Outperform	Jul 24, 25	Jul 24, 26	$623.97	🎯$706	$1077.08	+13%	+73% so far
GEV	▲ Outperform	Apr 24, 25	Apr 24, 26	$360.49	🎯$405	$1149.96	+12%	+218.8%
GEV	▲ Outperform	Apr 15, 25	Apr 15, 26	$328.56	🎯$387	$985.68	+18%	+200.1%
GEV	▲ Outperform	Feb 13, 25	Feb 13, 26	$370.31	🎯$448	$803.57	+21%	+116.6%

▸ AMD Advanced Micro Devices

100%

+105.7%

+126.0%

+22.5% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
AMD	▲ Outperform	May 6, 26	May 6, 27	$421.39	🎯$625	$516.11	+48%	+22% so far
AMD	▲ Outperform	May 7, 25	May 7, 26	$101.7	🎯$140	$455.62	+38%	+347.6%
AMD	▲ Outperform	Oct 30, 24	Oct 30, 25	$148.6	🎯$175	$254.11	+18%	+71.5%
AMD	▲ Outperform	Jul 31, 24	Jul 31, 25	$144.48	🎯$175	$176.27	+21%	+22%
AMD	▲ Outperform	Nov 14, 22	Nov 14, 23	$73.53	🎯$100	$119.85	+36%	+63%
AMD	▲ Outperform	Jul 26, 17	Jul 26, 18	$14.76	🎯$20	$18.3	+36%	+24.3%

▸ NVDA Nvidia

100%

+97.5%

+2.9% (4)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
NVDA	▲ Outperform	May 21, 26	May 21, 27	$219.51	🎯$500	$196.93	+128%	-10% so far
NVDA	▲ Outperform	Dec 26, 25	Dec 26, 26	$188.22	🎯$275	$196.93	+46%	+5% so far
NVDA	▲ Outperform	Nov 20, 25	Nov 20, 26	$180.64	🎯$275	$196.93	+52%	+9% so far
NVDA	▲ Outperform	Aug 25, 25	Aug 25, 26	$181.77	🎯$225	$196.93	+24%	+8% so far
NVDA	▲ Outperform	Feb 20, 25	Feb 20, 26	$140.11	🎯$195	$189.15	+39%	+35.5%
NVDA	▲ Outperform	Aug 29, 24	Aug 29, 25	$117.59	🎯$150	$174.03	+28%	+48.1%
NVDA	▲ Outperform	May 20, 24	May 20, 25	$94.78	🎯$1200	$134.59	+1166%	+41.8%
NVDA	▲ Outperform	Feb 20, 24	Feb 19, 25	$69.45	🎯$1050	$138.9	+1412%	+100.5%

▸ HWM Howmet Aerospace

100%

+88.7%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
HWM	▲ Outperform	Nov 7, 24	Nov 7, 25	$113.65	🎯$144	$210.25	+27%	+84.6%
HWM	▲ Outperform	Jul 31, 24	Jul 31, 25	$95.7	🎯$113	$179.92	+18%	+87.9%
HWM	▲ Outperform	May 3, 24	May 3, 25	$78.89	🎯$84	$154.62	+6%	+95.6%
HWM	▲ Outperform	Apr 8, 24	Apr 8, 25	$65.85	🎯$74	$128.41	+12%	+94.5%
HWM	▲ Outperform	Feb 14, 24	Feb 13, 25	$63.27	🎯$65	$133.5	+3%	+110.9%
HWM	▲ Outperform	Jul 25, 23	Jul 24, 24	$50.22	🎯$61	$79.35	+21%	+58.5%

▸ WDC Western Digital

66.7%

+56.0%

+77.3%

+20.3% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
WDC	▲ Outperform	May 4, 26	May 4, 27	$442.36	🎯$450	$532.1	+2%	+20% so far
WDC	▲ Outperform	Jan 30, 25	Jan 30, 26	$49.23	🎯$80	$270.27	+63%	+448.9%
WDC	▲ Outperform	Apr 26, 24	Apr 26, 25	$53.94	🎯$100	$40.99	+85%	-24.1%
WDC	▲ Outperform	Oct 31, 22	Oct 31, 23	$26.98	🎯$50	$31.57	+85%	+16.9%
WDC	▲ Outperform	Aug 8, 22	Aug 8, 23	$35	🎯$55	$32.2	+57%	-8%
WDC	▲ Outperform	Mar 2, 20	Mar 2, 21	$45.38	🎯$75	$52.64	+65%	+15.8%
WDC	▼ Underperform	Jan 31, 20	Jan 30, 21	$50.82	🎯$60	$43.71	+18%	+14.4%
WDC	▼ Underperform	Apr 26, 19	Apr 25, 20	$38.49	🎯$40	$32.72	+4%	+15.4%

Sample (7 recent finished + 1 in progress) of 9 calls.

▸ TPR Tapestry, Inc.

77.8%

+58.1%

+69.3%

+3.3% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TPR	▲ Outperform	Apr 29, 26	Apr 29, 27	$141.6	🎯$165	$146.3	+17%	+3% so far
TPR	▲ Outperform	Feb 20, 25	Feb 20, 26	$86.52	🎯$100	$157.47	+16%	+81.6%
TPR	▲ Outperform	Feb 7, 25	Feb 7, 26	$80.38	🎯$93	$154.33	+16%	+92.4%
TPR	▲ Outperform	Jan 31, 25	Jan 31, 26	$72.94	🎯$85	$129.83	+17%	+77.8%
TPR	▲ Outperform	Nov 15, 24	Nov 15, 25	$57.23	🎯$64	$101.87	+12%	+77.8%
TPR	▲ Outperform	Nov 8, 24	Nov 8, 25	$52.22	🎯$58	$106.01	+11%	+103.1%
TPR	▲ Outperform	May 10, 24	May 10, 25	$40.07	🎯$50	$82.54	+25%	+106.3%
TPR	▲ Outperform	Aug 18, 23	Aug 17, 24	$34.59	🎯$48	$40.47	+39%	+17.3%

Sample (7 recent finished + 1 in progress) of 9 calls.

▸ META Meta Platforms

100%

+68.6%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
META	▲ Outperform	Sep 26, 24	Sep 26, 25	$567.84	🎯$605	$743.87	+7%	+31%
META	▲ Outperform	Aug 1, 24	Aug 1, 25	$497.74	🎯$530	$751.59	+6%	+50.7%
META	▲ Outperform	Apr 25, 24	Apr 25, 25	$441.38	🎯$500	$547.31	+13%	+24%
META	▲ Outperform	Apr 27, 23	Apr 26, 24	$238.56	🎯$260	$443.72	+9%	+85.8%
META	▲ Outperform	Feb 2, 23	Feb 2, 24	$188.77	🎯$205	$475.7	+9%	+151.6%

▸ AVGO Broadcom

100%

+56.8%

+68.4%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
AVGO	▲ Outperform	Dec 13, 24	Dec 13, 25	$224.8	🎯$210	$339.45	-7%	+51.2%
AVGO	▲ Outperform	Mar 11, 24	Mar 11, 25	$129.31	🎯$1500	$190.09	+1060%	+47%
AVGO	▲ Outperform	Sep 5, 23	Sep 4, 24	$87.23	🎯$1000	$152.65	+1046%	+75.2%
AVGO	▲ Outperform	Jun 2, 23	Jun 1, 24	$81.2	🎯$900	$132.36	+1008%	+62.8%
AVGO	▲ Outperform	Jun 7, 21	Jun 7, 22	$46.38	🎯$550	$57.51	+1086%	+23.6%
AVGO	▲ Outperform	Mar 13, 20	Mar 13, 21	$18.76	🎯$300	$47.09	+1499%	+151%
AVGO	▲ Outperform	Jun 17, 19	Jun 16, 20	$26.6	🎯$280	$31.12	+953%	+16.8%
AVGO	▲ Outperform	May 1, 18	May 1, 19	$23.04	🎯$290	$31.8	+1159%	+38.4%

Sample (8 recent finished + 0 in progress) of 9 calls.

▸ APH Amphenol

100%

+63.5%

+42.7% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
APH	▲ Outperform	Oct 10, 25	Oct 10, 26	$121.7	🎯$139	$158.61	+14%	+30% so far
APH	▲ Outperform	Aug 19, 25	Aug 19, 26	$108.65	🎯$127	$158.61	+17%	+46% so far
APH	▲ Outperform	Jul 24, 25	Jul 24, 26	$104.46	🎯$118	$158.61	+13%	+52% so far
APH	▲ Outperform	May 21, 25	May 21, 26	$85.26	🎯$100	$132.15	+17%	+54.9%
APH	▲ Outperform	Apr 24, 25	Apr 24, 26	$76.03	🎯$85	$149.78	+12%	+96.9%
APH	▲ Outperform	Apr 9, 25	Apr 9, 26	$64.13	🎯$73	$140.44	+14%	+119.5%
APH	▲ Outperform	Jan 23, 25	Jan 23, 26	$78.55	🎯$89	$150.82	+13%	+92.2%
APH	▲ Outperform	Oct 24, 24	Oct 24, 25	$69.8	🎯$77	$134.02	+10%	+91.7%

Sample (5 recent finished + 3 in progress) of 11 calls.

▸ PH Parker Hannifin

83.3%

+49.7%

+60.9%

+13.8% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
PH	▲ Outperform	Nov 12, 25	Nov 12, 26	$841.94	🎯$960	$957.51	+14%	+14% so far
PH	▲ Outperform	Nov 7, 25	Nov 7, 26	$840.63	🎯$930	$957.51	+11%	+14% so far
PH	▲ Outperform	Nov 1, 24	Nov 1, 25	$635.03	🎯$710	$774.74	+12%	+21.6%
PH	▲ Outperform	Aug 9, 24	Aug 9, 25	$569.81	🎯$654	$729.36	+15%	+28.2%
PH	▲ Outperform	Aug 4, 23	Aug 3, 24	$414.15	🎯$465	$505.26	+12%	+22.3%
PH	▲ Outperform	May 5, 23	May 4, 24	$333.3	🎯$415	$549.94	+25%	+65.3%
PH	▲ Outperform	Mar 13, 20	Mar 13, 21	$117.76	🎯$185	$314.42	+57%	+167.4%
PH	▲ Outperform	Mar 8, 18	Mar 8, 19	$181.16	—	$168.48	—	-6.7%

▸ GNRC Generac

50%

+61.7%

+58.0%

+54.3% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
GNRC	▲ Outperform	Jan 9, 26	Jan 9, 27	$152.78	🎯$199	$235.8	+30%	+54% so far
GNRC	▲ Outperform	Oct 20, 22	Oct 20, 23	$109.9	🎯$131	$87.92	+19%	-19.6%
GNRC	▲ Outperform	Jun 13, 22	Jun 13, 23	$244.52	🎯$298	$124.71	+22%	-49.3%
GNRC	▲ Outperform	Jun 19, 20	Jun 19, 21	$113.53	🎯$118	$389.41	+4%	+242.8%
GNRC	▲ Outperform	Jul 1, 19	Jun 30, 20	$70.5	🎯$86	$121.97	+22%	+73%
GNRC	▲ Outperform	Jan 31, 14	Jan 31, 15	$48.13	🎯$60	$44.76	+25%	-6.8%

▸ AXON Axon Enterprise

80%

+54.0%

+57.4%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
AXON	▲ Outperform	Dec 6, 24	Dec 6, 25	$687.69	🎯$800	$550.15	+16%	-19.6%
AXON	▲ Outperform	Nov 8, 24	Nov 8, 25	$603.18	🎯$600	$585.08	-1%	-3.1%
AXON	▲ Outperform	Nov 4, 24	Nov 4, 25	$431.57	🎯$460	$707.77	+7%	+63.6%
AXON	▲ Outperform	Aug 7, 24	Aug 7, 25	$368.46	🎯$360	$843.77	-2%	+128.7%
AXON	▲ Outperform	Feb 22, 24	Feb 21, 25	$270.63	🎯$300	$500.67	+11%	+84.7%
AXON	▲ Outperform	May 11, 23	May 10, 24	$204.6	🎯$240	$302.81	+17%	+48.3%
AXON	▲ Outperform	Mar 1, 23	Feb 29, 24	$218.31	🎯$237	$314.37	+9%	+44%
AXON	▲ Outperform	Aug 18, 22	Aug 18, 23	$130.7	🎯$150	$197.36	+15%	+50.7%

Sample (8 recent finished + 0 in progress) of 10 calls.

▸ CRWD CrowdStrike

90%

+54.6%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CRWD	▲ Outperform	Nov 27, 24	Nov 27, 25	$86.9	🎯$390	$126.87	+349%	+46.5%
CRWD	▲ Outperform	Aug 29, 24	Aug 29, 25	$67.92	🎯$315	$105.96	+364%	+56%
CRWD	▲ Outperform	Jul 23, 24	Jul 23, 25	$67.22	🎯$335	$115.62	+398%	+71.7%
CRWD	▲ Outperform	Mar 6, 24	Mar 6, 25	$82.39	🎯$350	$87.33	+325%	+5.5%
CRWD	▲ Outperform	Sep 22, 23	Sep 21, 24	$39.98	🎯$190	$73.16	+375%	+83.3%
CRWD	▲ Outperform	Jun 1, 23	May 31, 24	$39.39	🎯$180	$78.39	+357%	+99.1%
CRWD	▲ Outperform	Nov 30, 22	Nov 30, 23	$29.41	🎯$185	$59.11	+529%	+101.4%
CRWD	▲ Outperform	Apr 8, 22	Apr 8, 23	$54.55	🎯$275	$32.18	+404%	-41.3%

Sample (8 recent finished + 0 in progress) of 10 calls.

▸ DDOG Datadog

66.7%

+50.3%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
DDOG	▲ Outperform	Nov 8, 24	Nov 8, 25	$124.45	🎯$150	$199.12	+21%	+60.5%
DDOG	▲ Outperform	May 8, 24	May 8, 25	$117.28	🎯$140	$109.07	+19%	-6.9%
DDOG	▲ Outperform	May 2, 23	May 1, 24	$64.04	🎯$80	$126.16	+25%	+97.4%

▸ TRMB Trimble Inc.

84.6%

+39.6%

+47.1%

-14.1% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TRMB	▲ Outperform	Mar 30, 26	Mar 30, 27	$62.54	🎯$85	$53.73	+36%	-14% so far
TRMB	▲ Outperform	Dec 11, 24	Dec 11, 25	$73.96	🎯$90	$83.57	+22%	+12.7%
TRMB	▲ Outperform	Nov 8, 24	Nov 8, 25	$72.65	🎯$82	$79.92	+13%	+9.7%
TRMB	▲ Outperform	Aug 8, 24	Aug 8, 25	$51.65	🎯$66	$82.64	+28%	+59.9%
TRMB	▲ Outperform	Feb 13, 24	Feb 12, 25	$58.21	🎯$65	$73.93	+12%	+26.5%
TRMB	▲ Outperform	May 4, 23	May 3, 24	$47.6	🎯$59	$56.17	+24%	+17.5%
TRMB	▲ Outperform	Feb 9, 23	Feb 9, 24	$57.45	🎯$63	$52.28	+10%	-8.6%
TRMB	▲ Outperform	May 6, 21	May 6, 22	$79.33	🎯$81	$61.88	+2%	-21.9%

Sample (7 recent finished + 1 in progress) of 13 calls.

▸ PWR Quanta Services

100%

+42.6%

+46.6%

+19.6% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
PWR	▲ Outperform	Feb 20, 26	Feb 20, 27	$549.11	🎯$606	$656.79	+10%	+20% so far
PWR	▲ Outperform	Nov 1, 24	Nov 1, 25	$303.5	🎯$333	$452.22	+10%	+48.5%
PWR	▲ Outperform	Jul 19, 24	Jul 19, 25	$258.56	🎯$288	$398.18	+11%	+54.2%
PWR	▲ Outperform	May 3, 24	May 3, 25	$256.33	🎯$287	$322.98	+12%	+25.9%
PWR	▲ Outperform	Sep 14, 23	Sep 13, 24	$199.24	🎯$219	$270.97	+10%	+36.3%
PWR	▲ Outperform	Aug 4, 23	Aug 3, 24	$202.12	🎯$219	$240.52	+8%	+18.5%
PWR	▲ Outperform	May 5, 23	May 4, 24	$171.07	🎯$186	$270.29	+9%	+57.5%
PWR	▲ Outperform	Feb 24, 23	Feb 24, 24	$160.64	🎯$173	$236.14	+8%	+46.7%

Sample (7 recent finished + 1 in progress) of 10 calls.

▸ HON Honeywell

66.7%

+38.3%

+45.3%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
HON	▲ Outperform	Oct 31, 22	Oct 31, 23	$201.67	🎯$225	$181.5	+12%	-10.2%
HON	▲ Outperform	Mar 23, 20	Mar 23, 21	$102.66	🎯$150	$206.35	+46%	+100.8%
HON	▲ Outperform	Oct 6, 16	Oct 6, 17	$109.53	🎯$135	$135.82	+23%	+24.2%

▸ TER Teradyne

80%

+45.1%

+41.5%

+2.9% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TER	▲ Outperform	Jun 23, 26	Jun 23, 27	$420.12	🎯$446	$343.11	+6%	-18% so far
TER	▲ Outperform	Mar 30, 26	Mar 30, 27	$276.35	🎯$332	$343.11	+20%	+24% so far
TER	▲ Outperform	Mar 13, 25	Mar 13, 26	$85.33	🎯$110	$286.71	+29%	+235.7%
TER	▲ Outperform	Oct 25, 24	Oct 25, 25	$111.75	🎯$133	$147.51	+19%	+32%
TER	▲ Outperform	Jul 29, 24	Jul 29, 25	$127.93	🎯$140	$90.83	+9%	-29.2%
TER	▲ Outperform	Apr 26, 24	Apr 26, 25	$114.13	🎯$120	$76.47	+5%	-32.7%
TER	▲ Outperform	Jul 28, 23	Jul 27, 24	$112.31	🎯$115	$128.03	+2%	+13.9%
TER	▲ Outperform	Apr 28, 23	Apr 27, 24	$91.38	🎯$104	$117.88	+14%	+29.5%

Sample (6 recent finished + 2 in progress) of 10 calls.

▸ FAST Fastenal

100%

+37.4%

+40.5%

+2.1% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
FAST	▲ Outperform	Apr 14, 26	Apr 14, 27	$44.62	🎯$50	$47.11	+12%	+6% so far
FAST	▲ Outperform	Mar 6, 26	Mar 6, 27	$46.46	🎯$52	$47.11	+12%	+1% so far
FAST	▲ Outperform	Aug 7, 25	Aug 7, 26	$47.48	🎯$55	$47.11	+16%	-1% so far
FAST	▲ Outperform	May 7, 20	May 7, 21	$19.52	🎯$42	$26.94	+115%	+37.6%
FAST	▲ Outperform	Apr 15, 20	Apr 15, 21	$17.72	🎯$39	$25.34	+120%	+42.7%
FAST	▲ Outperform	Mar 13, 20	Mar 13, 21	$17.05	🎯$40	$24.04	+135%	+41.2%
FAST	▲ Outperform	Jul 12, 17	Jul 12, 18	$10.79	—	$13.81	—	+28%

▸ TFC Truist Financial

100%

+38.8%

+9.9% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TFC	▲ Outperform	Mar 9, 26	Mar 9, 27	$46.75	🎯$52	$51.36	+11%	+10% so far
TFC	▲ Outperform	Mar 5, 25	Mar 5, 26	$43.11	🎯$52	$48.28	+21%	+12.5%
TFC	▲ Outperform	Jul 6, 23	Jul 5, 24	$31.88	🎯$45	$38.26	+41%	+20%
TFC	▲ Outperform	May 4, 23	May 3, 24	$28.69	🎯$50	$39.31	+74%	+37.4%
TFC	▲ Outperform	Mar 13, 23	Mar 12, 24	$32.24	🎯$53	$37.08	+64%	+14.6%
TFC	▲ Outperform	Mar 17, 20	Mar 17, 21	$28.32	🎯$56	$59.47	+98%	+109.5%

▸ HBAN Huntington Bancshares

100%

+48.7%

+38.2%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
HBAN	▲ Outperform	Mar 7, 25	Mar 7, 26	$15.14	🎯$18	$16.05	+19%	+6.5%
HBAN	▲ Outperform	Mar 9, 20	Mar 9, 21	$9.45	🎯$15	$16.06	+59%	+70%
HBAN	▲ Outperform	Jan 27, 16	Jan 26, 17	$8.26	—	$14.04	—	+69.6%

▸ BAC Bank of America

100%

+28.4%

+37.6%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
BAC	▲ Outperform	Mar 7, 25	Mar 7, 26	$41.4	🎯$50	$48.02	+21%	+15.7%
BAC	▼ Underperform	Nov 1, 21	Nov 1, 22	$47.85	🎯$42	$36.37	-12%	+24.4%
BAC	▲ Outperform	Mar 17, 20	Mar 17, 21	$21.98	🎯$34	$38.03	+55%	+72.7%
BAC	▲ Outperform	Aug 25, 15	Aug 24, 16	$15.26	—	$15.41	—	+0.9%

▸ TEL TE Connectivity

85.7%

+28.4%

+35.7%

-5.8% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TEL	▲ Outperform	Oct 10, 25	Oct 10, 26	$214.57	🎯$238	$197.84	+11%	-8% so far
TEL	▲ Outperform	Jul 24, 25	Jul 24, 26	$205.6	🎯$210	$197.84	+2%	-4% so far
TEL	▲ Outperform	Apr 24, 25	Apr 24, 26	$143.52	🎯$153	$215.28	+7%	+49.6%
TEL	▲ Outperform	Apr 15, 25	Apr 15, 26	$129.54	🎯$147	$234.47	+13%	+80.8%
TEL	▲ Outperform	Jan 23, 25	Jan 23, 26	$156.98	🎯$168	$224.48	+7%	+42.6%
TEL	▲ Outperform	Jul 25, 24	Jul 25, 25	$154.54	🎯$170	$208.63	+10%	+34.6%
TEL	▲ Outperform	Apr 25, 24	Apr 25, 25	$140.48	🎯$158	$144.69	+12%	+2.8%
TEL	▲ Outperform	Jan 25, 24	Jan 24, 25	$144.48	🎯$155	$150.26	+7%	+4%

▸ EBAY eBay Inc.

100%

+31.1%

+35.6%

+38.5% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
EBAY	▲ Outperform	Oct 13, 25	Oct 13, 26	$89.36	🎯$100	$114.71	+12%	+28% so far
EBAY	▲ Outperform	Jul 10, 25	Jul 10, 26	$77.22	🎯$80	$114.71	+4%	+49% so far
EBAY	▲ Outperform	May 1, 25	May 1, 26	$67.67	🎯$75	$104.21	+11%	+53.8%
EBAY	▲ Outperform	Oct 31, 24	Oct 31, 25	$57.51	🎯$68	$81.09	+18%	+41.4%
EBAY	▲ Outperform	Oct 11, 24	Oct 11, 25	$66.33	🎯$70	$89.55	+6%	+34.7%
EBAY	▲ Outperform	Aug 1, 24	Aug 1, 25	$56.23	🎯$62	$91.65	+10%	+63.2%
EBAY	▲ Outperform	Jun 17, 24	Jun 17, 25	$53.14	🎯$58	$77.58	+9%	+45.7%
EBAY	▲ Outperform	May 2, 24	May 2, 25	$49.39	🎯$57	$68.65	+15%	+38.9%

Sample (6 recent finished + 2 in progress) of 10 calls.

% profitable = share of its calls that made money (1 year). Avg gain / call = average absolute gain per call (winners and losers). Point-in-time, S&P 500 backtest.