Is Barclays a reliable analyst?

In short — Over 1 year, 59.8% of Barclays's targets proved profitable, for an average gain of +10.4% per call (all calls, winners and losers) — i.e. +2.4% vs its sector, across 5130 timestamped calls replayed against real prices. JPI verdict: fairly reliable. An analyst can be good in one sector and poor in another — details below.

59.8%profitable calls

+10.4%avg gain / call

+2.4%vs sector

5130scored calls

In which sectors is Barclays reliable?

Sector

Calls

% profitable

Avg gain 2015+

Avg gain 2020+

Last 12 months

▸ Tech

865

65.8%

+24.3%

+27.1%

+37.1% (195)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CRWD	▲ Overweight	Jul 6, 26	Jul 6, 27	$199.38	🎯$169	$194.62	-15%	-2% so far
QCOM	▼ Underweight	Jun 25, 26	Jun 25, 27	$189.39	🎯$245	$182.97	+29%	-3% so far
MU	▲ Overweight	Jun 25, 26	Jun 25, 27	$1132.33	🎯$2000	$938.38	+77%	-17% so far
ZBRA	▲ Overweight	Jun 23, 26	Jun 23, 27	$237.72	🎯$346	$264.65	+46%	+11% so far
JBL	▲ Overweight	Jun 18, 26	Jun 18, 27	$377.24	🎯$426	$321.08	+13%	-15% so far
TEL	▲ Overweight	Jun 15, 26	Jun 15, 27	$217	🎯$300	$197.84	+38%	-9% so far
ORCL	▲ Overweight	Jun 11, 26	Jun 11, 27	$184.13	🎯$250	$141.6	+36%	-23% so far
KLAC	▲ Overweight	Jun 11, 26	Jun 11, 27	$254.54	🎯$2250	$216.47	+784%	-15% so far

Sample (0 recent finished + 8 in progress) of 865 calls.

▸ Comm.

136

62.5%

+16.4%

+19.3%

+20.2% (14)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
DIS	▲ Overweight	May 7, 26	May 7, 27	$108.02	🎯$135	$97.48	+25%	-10% so far
GOOGL	▲ Overweight	Apr 30, 26	Apr 30, 27	$385.69	🎯$405	$367.03	+5%	-5% so far
DIS	▲ Overweight	Apr 8, 26	Apr 8, 27	$99.79	🎯$130	$97.48	+30%	-2% so far
TMUS	▲ Overweight	Feb 12, 26	Feb 12, 27	$219.5	🎯$245	$184.73	+12%	-16% so far
GOOGL	▲ Overweight	Feb 5, 26	Feb 5, 27	$322.86	🎯$360	$367.03	+12%	+14% so far
CHTR	▼ Underweight	Nov 3, 25	Nov 3, 26	$222.2	🎯$200	$138.02	-10%	-38% so far
GOOGL	▲ Overweight	Oct 30, 25	Oct 30, 26	$281.19	🎯$315	$367.03	+12%	+31% so far
TMUS	▲ Overweight	Oct 24, 25	Oct 24, 26	$220.68	🎯$240	$184.73	+9%	-16% so far

Sample (0 recent finished + 8 in progress) of 136 calls.

▸ Energy

331

55.3%

+10.1%

+18.4%

+6.1% (51)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
VLO	▲ Overweight	Jul 1, 26	Jul 1, 27	$269.44	🎯$279	$266.22	+4%	-1% so far
TRGP	▲ Overweight	Jun 23, 26	Jun 23, 27	$268.72	🎯$270	$273.81	+0%	+2% so far
XOM	▲ Overweight	May 26, 26	May 26, 27	$147.9	🎯$182	$141.69	+23%	-4% so far
DVN	▲ Overweight	May 26, 26	May 26, 27	$44.27	🎯$62	$42.41	+40%	-4% so far
COP	▲ Overweight	May 26, 26	May 26, 27	$115.13	🎯$155	$108.44	+35%	-6% so far
OXY	▲ Overweight	May 26, 26	May 26, 27	$56.89	🎯$72	$51.68	+27%	-9% so far
TRGP	▲ Overweight	May 14, 26	May 14, 27	$271.99	🎯$262	$273.81	-4%	+1% so far
SLB	▲ Overweight	May 8, 26	May 8, 27	$54.93	🎯$66	$46.42	+20%	-15% so far

Sample (0 recent finished + 8 in progress) of 331 calls.

▸ Cons. disc.

610

62.1%

+10.1%

+15.6%

+2.4% (128)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
NKE	▲ Overweight	Jul 1, 26	Jul 1, 27	$43.06	🎯$52	$43.21	+21%	+0% so far
CCL	▲ Overweight	Jun 24, 26	Jun 24, 27	$28.91	🎯$35	$26.68	+21%	-8% so far
LEN	▼ Underweight	Jun 15, 26	Jun 15, 27	$89.78	🎯$79	$86.74	-12%	-3% so far
ULTA	▲ Overweight	Jun 3, 26	Jun 3, 27	$471.21	🎯$647	$453.78	+37%	-4% so far
ROST	▲ Overweight	May 26, 26	May 26, 27	$233.47	🎯$260	$214.67	+11%	-8% so far
DECK	▲ Overweight	May 26, 26	May 26, 27	$114.37	🎯$141	$106.08	+23%	-7% so far
RL	▲ Overweight	May 22, 26	May 22, 27	$381.78	🎯$439	$395.31	+15%	+4% so far
TJX	▲ Overweight	May 21, 26	May 21, 27	$158.27	🎯$190	$154.11	+20%	-3% so far

Sample (0 recent finished + 8 in progress) of 610 calls.

▸ Industry

772

59.6%

+11.4%

+13.4%

+7.7% (172)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
UAL	▲ Overweight	Jun 25, 26	Jun 25, 27	$136.11	🎯$175	$128.31	+29%	-6% so far
LUV	▲ Overweight	Jun 25, 26	Jun 25, 27	$51.91	🎯$65	$49.43	+25%	-5% so far
DAL	▲ Overweight	Jun 25, 26	Jun 25, 27	$92.57	🎯$105	$88.63	+13%	-4% so far
EXPD	▼ Underweight	Jun 25, 26	Jun 25, 27	$160.73	🎯$150	$165.74	-7%	+3% so far
CSX	▲ Overweight	Jun 25, 26	Jun 25, 27	$47.66	🎯$55	$48.51	+15%	+2% so far
GWW	▼ Underweight	Jun 23, 26	Jun 23, 27	$1320.48	🎯$1166	$1356.43	-12%	+3% so far
FDX	▲ Overweight	Jun 12, 26	Jun 12, 27	$338.31	🎯$425	$312.88	+26%	-8% so far
HON	▲ Overweight	Jun 10, 26	Jun 10, 27	$229.81	🎯$239	$225.05	+4%	-2% so far

Sample (0 recent finished + 8 in progress) of 772 calls.

▸ Utilities

275

72.7%

+10.3%

+11.1%

+4.2% (75)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
EVRG	▲ Overweight	Jun 30, 26	Jun 30, 27	$86.19	🎯$94	$87.12	+9%	+1% so far
D	▲ Overweight	Jun 23, 26	Jun 23, 27	$68.45	🎯$69	$69.83	+1%	+2% so far
DUK	▲ Overweight	Jun 18, 26	Jun 18, 27	$123.52	🎯$134	$128.22	+8%	+4% so far
ETR	▲ Overweight	Jun 3, 26	Jun 3, 27	$108.66	🎯$119	$115.19	+10%	+6% so far
XEL	▲ Overweight	May 12, 26	May 12, 27	$79.91	🎯$87	$80.67	+9%	+1% so far
PPL	▲ Overweight	May 11, 26	May 11, 27	$36.35	🎯$39	$36.39	+7%	+0% so far
ED	▼ Underweight	May 11, 26	May 11, 27	$106.21	🎯$107	$112.99	+1%	+6% so far
D	▲ Overweight	May 4, 26	May 4, 27	$62.99	🎯$70	$69.83	+11%	+11% so far

Sample (0 recent finished + 8 in progress) of 275 calls.

▸ Materials

129

60.5%

+7.6%

+7.7%

+3.7% (29)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CTVA	▲ Overweight	Jun 11, 26	Jun 11, 27	$74.86	🎯$91	$86.75	+22%	+16% so far
NUE	▲ Overweight	May 22, 26	May 22, 27	$240.29	🎯$270	$227.42	+12%	-5% so far
NEM	▲ Overweight	May 22, 26	May 22, 27	$111.61	🎯$133	$95.06	+19%	-15% so far
FCX	▲ Overweight	May 22, 26	May 22, 27	$64.36	🎯$77	$59.33	+20%	-8% so far
SW	▲ Overweight	May 21, 26	May 21, 27	$38.05	🎯$52	$45	+37%	+18% so far
IFF	▲ Overweight	May 8, 26	May 8, 27	$78.75	🎯$90	$81.83	+14%	+4% so far
VMC	▲ Overweight	Apr 30, 26	Apr 30, 27	$297.32	🎯$340	$299.9	+14%	+1% so far
CF	▲ Overweight	Apr 27, 26	Apr 27, 27	$122.31	🎯$145	$114.94	+19%	-6% so far

Sample (0 recent finished + 8 in progress) of 129 calls.

▸ Finance

836

62%

+6.9%

-0.4% (194)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
EG	▲ Overweight	Jul 7, 26	Jul 7, 27	$0	🎯$420	$373.22	—	⏳
MET	▲ Overweight	Jul 7, 26	Jul 7, 27	$0	🎯$94	$91.67	—	⏳
PFG	▼ Underweight	Jul 7, 26	Jul 7, 27	$0	🎯$92	$112.88	—	⏳
PRU	▼ Underweight	Jul 7, 26	Jul 7, 27	$0	🎯$92	$115.47	—	⏳
SPGI	▲ Overweight	Jul 7, 26	Jul 7, 27	$0	🎯$555	$443.46	—	⏳
AJG	▲ Overweight	Jul 7, 26	Jul 7, 27	$0	🎯$292	$254.67	—	⏳
ALL	▼ Underweight	Jul 7, 26	Jul 7, 27	$251.46	🎯$213	$251.46	-15%	+0% so far
AFL	▼ Underweight	Jul 7, 26	Jul 7, 27	$121.49	🎯$98	$121.49	-19%	+0% so far

Sample (0 recent finished + 8 in progress) of 836 calls.

▸ Health

557

55.7%

+4.7%

+3.8%

+5.5% (152)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
A	▲ Overweight	Jun 24, 26	Jun 24, 27	$135.51	🎯$150	$131.14	+11%	-3% so far
MCK	▲ Overweight	Jun 10, 26	Jun 10, 27	$787.19	🎯$925	$807.33	+18%	+3% so far
COR	▲ Overweight	Jun 10, 26	Jun 10, 27	$281.48	🎯$350	$304.48	+24%	+8% so far
WST	▲ Overweight	Jun 9, 26	Jun 9, 27	$334.66	🎯$400	$356.08	+20%	+6% so far
VEEV	▲ Overweight	Jun 4, 26	Jun 4, 27	$178.6	🎯$235	$192.3	+32%	+8% so far
BSX	▲ Overweight	May 28, 26	May 28, 27	$48.31	🎯$89	$45.3	+84%	-6% so far
A	▲ Overweight	May 28, 26	May 28, 27	$135.53	🎯$145	$131.14	+7%	-3% so far
UNH	▲ Overweight	May 26, 26	May 26, 27	$384.01	🎯$429	$428.19	+12%	+12% so far

Sample (0 recent finished + 8 in progress) of 557 calls.

▸ Cons. staples

316

49.4%

-0.5%

-1.1%

+1.0% (60)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
KDP	▲ Overweight	Jun 25, 26	Jun 25, 27	$33.4	🎯$36	$31.49	+8%	-6% so far
DG	▲ Overweight	Jun 4, 26	Jun 4, 27	$103.52	🎯$148	$115.43	+43%	+12% so far
BF-B	▲ Overweight	May 29, 26	May 29, 27	$25.16	🎯$28	$25.91	+11%	+3% so far
DLTR	▲ Overweight	May 27, 26	May 27, 27	$113	🎯$131	$122.65	+16%	+9% so far
KO	▲ Overweight	May 21, 26	May 21, 27	$81.48	🎯$89	$84.05	+9%	+3% so far
MO	▼ Underweight	May 15, 26	May 15, 27	$73.72	🎯$64	$72.96	-13%	-1% so far
TGT	▼ Underweight	May 12, 26	May 12, 27	$121.48	🎯$115	$127.55	-5%	+5% so far
TAP	▼ Underweight	May 4, 26	May 4, 27	$42.19	🎯$41	$39.27	-3%	-7% so far

Sample (0 recent finished + 8 in progress) of 316 calls.

▸ Real estate

303

42.6%

-1.4%

-5.1%

+2.8% (72)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
IRM	▲ Overweight	Jul 1, 26	Jul 1, 27	$121.9	🎯$143	$115.75	+17%	-5% so far
BXP	▲ Overweight	May 18, 26	May 18, 27	$58.67	🎯$65	$68.59	+11%	+17% so far
REG	▲ Overweight	May 12, 26	May 12, 27	$76.67	🎯$90	$80.74	+17%	+5% so far
KIM	▲ Overweight	May 12, 26	May 12, 27	$23.08	🎯$28	$25.29	+21%	+10% so far
UDR	▲ Overweight	May 11, 26	May 11, 27	$37.37	🎯$41	$41.24	+10%	+10% so far
AVB	▲ Overweight	May 11, 26	May 11, 27	$187.27	🎯$203	$195.39	+8%	+4% so far
PSA	▲ Overweight	May 7, 26	May 7, 27	$311.04	🎯$349	$328.69	+12%	+6% so far
SBAC	▲ Overweight	May 5, 26	May 5, 27	$218.44	🎯$245	$183.23	+12%	-16% so far

Sample (0 recent finished + 8 in progress) of 303 calls.

The stocks Barclays covers (track record per stock)

Stock

Calls

% profitable

Avg gain 2015+

Avg gain 2020+

Last 12 months

▸ MU Micron Technology

91.7%

+121.5%

+151.7%

+238.6% (7)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
MU	▲ Overweight	Jun 25, 26	Jun 25, 27	$1132.33	🎯$2000	$938.38	+77%	-17% so far
MU	▲ Overweight	May 27, 26	May 27, 27	$923.52	🎯$1175	$938.38	+27%	+2% so far
MU	▲ Overweight	Mar 19, 26	Mar 19, 27	$422.9	🎯$675	$938.38	+60%	+122% so far
MU	▲ Overweight	Dec 18, 25	Dec 18, 26	$265.92	🎯$275	$938.38	+3%	+253% so far
MU	▲ Overweight	Oct 20, 25	Oct 20, 26	$206.77	🎯$240	$938.38	+16%	+354% so far
MU	▲ Overweight	Sep 24, 25	Sep 24, 26	$161.71	🎯$195	$938.38	+21%	+480% so far
MU	▲ Overweight	Sep 19, 25	Sep 19, 26	$162.73	🎯$175	$938.38	+8%	+477% so far
MU	▲ Overweight	Jun 26, 25	Jun 26, 26	$126	🎯$140	$1132.74	+11%	+798.7%

Sample (1 recent finished + 7 in progress) of 24 calls.

▸ COHR Coherent Corp.

77.8%

+118.5%

+101.5% (6)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
COHR	▲ Overweight	Mar 3, 26	Mar 3, 27	$274.86	🎯$350	$314.13	+27%	+14% so far
COHR	▲ Overweight	Feb 5, 26	Feb 5, 27	$227.68	🎯$235	$314.13	+3%	+38% so far
COHR	▲ Overweight	Jan 15, 26	Jan 15, 27	$191.04	🎯$215	$314.13	+13%	+64% so far
COHR	▲ Overweight	Nov 7, 25	Nov 7, 26	$166.72	🎯$170	$314.13	+2%	+88% so far
COHR	▲ Overweight	Oct 20, 25	Oct 20, 26	$120.2	🎯$135	$314.13	+12%	+161% so far
COHR	▲ Overweight	Aug 14, 25	Aug 14, 26	$91.65	🎯$110	$314.13	+20%	+243% so far
COHR	▲ Overweight	May 27, 25	May 27, 26	$78.25	🎯$90	$377.17	+15%	+381.7%
COHR	▲ Overweight	Apr 22, 25	Apr 22, 26	$59.34	🎯$80	$337.64	+35%	+469.1%

Sample (2 recent finished + 6 in progress) of 9 calls.

▸ GEV GE Vernova

100%

+109.7%

+58.4% (7)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
GEV	▲ Overweight	Apr 23, 26	Apr 23, 27	$1149.19	🎯$1250	$1077.08	+9%	-6% so far
GEV	▲ Overweight	Apr 1, 26	Apr 1, 27	$898.57	🎯$993	$1077.08	+11%	+20% so far
GEV	▲ Overweight	Jan 7, 26	Jan 7, 27	$628.4	🎯$830	$1077.08	+32%	+71% so far
GEV	▲ Overweight	Dec 4, 25	Dec 4, 26	$631.32	🎯$720	$1077.08	+14%	+71% so far
GEV	▲ Overweight	Oct 23, 25	Oct 23, 26	$595.15	🎯$710	$1077.08	+19%	+81% so far
GEV	▲ Overweight	Jul 24, 25	Jul 24, 26	$623.97	🎯$706	$1077.08	+13%	+73% so far
GEV	▲ Overweight	Jul 9, 25	Jul 9, 26	$539.36	🎯$580	$1077.08	+8%	+100% so far
GEV	▲ Overweight	Jun 9, 25	Jun 9, 26	$465.31	🎯$550	$865.48	+18%	+86.4%

▸ WDC Western Digital

63.6%

+54.1%

+99.4%

+202.1% (7)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
WDC	▲ Overweight	May 27, 26	May 27, 27	$531.18	🎯$620	$532.1	+17%	+0% so far
WDC	▲ Overweight	May 1, 26	May 1, 27	$442.36	🎯$450	$532.1	+2%	+20% so far
WDC	▲ Overweight	Apr 22, 26	Apr 22, 27	$403.12	🎯$405	$532.1	+0%	+32% so far
WDC	▲ Overweight	Feb 2, 26	Feb 2, 27	$290.24	🎯$325	$532.1	+12%	+83% so far
WDC	▲ Overweight	Oct 31, 25	Oct 31, 26	$158.02	🎯$200	$532.1	+27%	+237% so far
WDC	▲ Overweight	Sep 11, 25	Sep 11, 26	$96.15	🎯$105	$532.1	+9%	+453% so far
WDC	▲ Overweight	Aug 1, 25	Aug 1, 26	$77.29	🎯$80	$532.1	+4%	+588% so far
WDC	▲ Overweight	Jan 17, 25	Jan 17, 26	$49.16	🎯$80	$223.19	+63%	+353.6%

Sample (1 recent finished + 7 in progress) of 11 calls.

▸ NVDA Nvidia

82.8%

+72.5%

+97.8%

+10.3% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
NVDA	▲ Overweight	Nov 20, 25	Nov 20, 26	$178.88	🎯$275	$196.93	+54%	+10% so far
NVDA	▲ Overweight	Sep 25, 25	Sep 25, 26	$178.19	🎯$240	$196.93	+35%	+11% so far
NVDA	▲ Overweight	Jun 17, 25	Jun 17, 26	$144.12	🎯$200	$204.65	+39%	+42%
NVDA	▲ Overweight	May 29, 25	May 29, 26	$135.13	🎯$170	$224.32	+26%	+66%
NVDA	▲ Overweight	Apr 22, 25	Apr 22, 26	$102.71	🎯$155	$199.26	+51%	+94.4%
NVDA	▲ Overweight	Jan 17, 25	Jan 17, 26	$137.71	🎯$175	$177.65	+27%	+29.3%
NVDA	▲ Overweight	Nov 21, 24	Nov 21, 25	$146.67	🎯$160	$178.94	+9%	+22%
NVDA	▲ Overweight	Jun 10, 24	Jun 10, 25	$120.91	🎯$145	$142.67	+20%	+18.1%

Sample (6 recent finished + 2 in progress) of 29 calls.

▸ FLEX Flex Ltd.

100%

+90.9%

+74.8% (6)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
FLEX	▲ Overweight	Jun 4, 26	Jun 4, 27	$159.51	🎯$203	$131.52	+27%	-18% so far
FLEX	▲ Overweight	May 7, 26	May 7, 27	$142.17	🎯$174	$131.52	+22%	-7% so far
FLEX	▲ Overweight	Feb 5, 26	Feb 5, 27	$63.98	🎯$72	$131.52	+13%	+106% so far
FLEX	▲ Overweight	Jan 14, 26	Jan 14, 27	$66.59	🎯$71	$131.52	+7%	+98% so far
FLEX	▲ Overweight	Oct 30, 25	Oct 30, 26	$62.52	🎯$78	$131.52	+25%	+110% so far
FLEX	▲ Overweight	Jul 25, 25	Jul 25, 26	$50.49	🎯$60	$131.52	+19%	+160% so far
FLEX	▲ Overweight	May 8, 25	May 8, 26	$38.48	🎯$50	$145.07	+30%	+277%
FLEX	▲ Overweight	Jan 30, 25	Jan 30, 26	$42.08	🎯$49	$63.12	+16%	+49.8%

▸ HWM Howmet Aerospace

100%

+90.6%

+53.6% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
HWM	▲ Overweight	Aug 4, 25	Aug 4, 26	$179.32	🎯$190	$275.43	+6%	+54% so far
HWM	▲ Overweight	Feb 18, 25	Feb 18, 26	$136.67	🎯$140	$248.74	+2%	+82.5%
HWM	▲ Overweight	Nov 11, 24	Nov 11, 25	$113.58	🎯$130	$205.58	+14%	+80.6%
HWM	▲ Overweight	Aug 6, 24	Aug 6, 25	$89.08	🎯$100	$181.72	+12%	+104.4%
HWM	▲ Overweight	May 6, 24	May 6, 25	$79.83	🎯$85	$157.27	+6%	+96.8%
HWM	▲ Overweight	Feb 20, 24	Feb 19, 25	$63.11	🎯$65	$139.47	+3%	+120.9%
HWM	▲ Overweight	Aug 8, 23	Aug 7, 24	$50.5	🎯$57	$87.87	+13%	+74.1%
HWM	▲ Overweight	May 9, 23	May 8, 24	$44.76	🎯$52	$81.46	+16%	+81.9%

▸ FCX Freeport-McMoRan

66.7%

+70.6%

+89.1%

-7.8% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
FCX	▲ Overweight	May 22, 26	May 22, 27	$64.36	🎯$77	$59.33	+20%	-8% so far
FCX	▼ Underweight	Apr 21, 23	Apr 20, 24	$39.66	🎯$29	$48.78	-27%	-23.4%
FCX	▼ Underweight	Jul 19, 22	Jul 19, 23	$28.5	🎯$24	$40.75	-16%	-42.7%
FCX	▼ Underweight	Jul 8, 21	Jul 8, 22	$34.69	🎯$29	$28.1	-16%	+19.3%
FCX	▲ Overweight	Apr 16, 20	Apr 16, 21	$7.58	—	$38.13	—	+403.2%
FCX	▼ Underweight	Apr 9, 19	Apr 8, 20	$13.49	🎯$12	$8.23	-11%	+39.3%
FCX	▼ Underweight	Oct 10, 18	Oct 10, 19	$13.23	🎯$12	$9.53	-9%	+27.8%

▸ META Meta Platforms

91.7%

+84.9%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
META	▲ Overweight	Aug 1, 24	Aug 1, 25	$488.14	🎯$550	$776.14	+13%	+59.1%
META	▲ Overweight	Apr 25, 24	Apr 25, 25	$443.29	🎯$520	$549.68	+17%	+24%
META	▲ Overweight	Feb 2, 24	Feb 1, 25	$474.99	🎯$550	$698.24	+16%	+46.8%
META	▲ Overweight	Oct 26, 23	Oct 25, 24	$288.35	🎯$400	$573.82	+39%	+98.8%
META	▲ Overweight	Jul 27, 23	Jul 26, 24	$311.71	🎯$410	$464.45	+32%	+49.4%
META	▲ Overweight	Apr 27, 23	Apr 26, 24	$238.56	🎯$320	$443.72	+34%	+85.8%
META	▲ Overweight	Mar 24, 23	Mar 23, 24	$206.01	🎯$270	$502.66	+31%	+144.2%
META	▲ Overweight	Feb 2, 23	Feb 2, 24	$188.77	🎯$260	$475.7	+38%	+151.6%

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

▸ LITE Lumentum

23.8%

+47.7%

+84.8%

+421.0% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
LITE	▲ Overweight	Sep 9, 25	Sep 9, 26	$151.73	🎯$165	$698.91	+9%	+361% so far
LITE	▲ Overweight	Aug 13, 25	Aug 13, 26	$120.23	🎯$135	$698.91	+12%	+481% so far
LITE	▲ Overweight	Apr 22, 25	Apr 22, 26	$55.17	🎯$70	$846.86	+27%	+1435.1%
LITE	▲ Overweight	Jan 17, 25	Jan 17, 26	$94.41	🎯$125	$356.87	+32%	+278%
LITE	▼ Underweight	Nov 11, 24	Nov 11, 25	$86.65	🎯$80	$253.88	-8%	-192.9%
LITE	▼ Underweight	Aug 15, 24	Aug 15, 25	$52.26	🎯$40	$116.02	-23%	-121.7%
LITE	▼ Underweight	May 7, 24	May 7, 25	$42.59	🎯$38	$65.59	-11%	-54.2%
LITE	▼ Underweight	Jan 16, 24	Jan 15, 25	$51.58	🎯$45	$89.23	-13%	-73.2%

Sample (6 recent finished + 2 in progress) of 21 calls.

▸ LH Labcorp

66.7%

+17.1%

+80.4%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
LH	▲ Overweight	Apr 23, 20	Apr 23, 21	$137.17	🎯$195	$226.33	+42%	+65.3%
LH	▲ Overweight	Mar 26, 20	Mar 26, 21	$110.58	🎯$188	$215.63	+70%	+95.5%
LH	▲ Overweight	Mar 18, 19	Mar 17, 20	$133.07	🎯$173	$106.46	+30%	-19.7%
LH	▲ Overweight	Dec 3, 18	Dec 3, 19	$123.14	🎯$165	$147.77	+34%	+19.9%
LH	▲ Overweight	Feb 26, 18	Feb 26, 19	$150.64	🎯$210	$126.54	+39%	-16.1%
LH	▲ Overweight	Oct 26, 17	Oct 26, 18	$133.51	🎯$190	$136.18	+42%	+1.7%
LH	▲ Overweight	Jul 27, 17	Jul 27, 18	$137.52	🎯$183	$148.52	+33%	+7.8%
LH	▲ Overweight	Apr 26, 16	Apr 26, 17	$108.88	🎯$155	$118.68	+42%	+9.4%

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

▸ GE GE Aerospace

94.4%

+74.1%

+39.4% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
GE	▲ Overweight	Jul 23, 25	Jul 23, 26	$263.18	🎯$295	$366.98	+12%	+39% so far
GE	▲ Overweight	Jul 30, 24	Jul 30, 25	$167.48	🎯$200	$272.99	+19%	+63.3%
GE	▲ Overweight	Apr 3, 24	Apr 3, 25	$145.62	🎯$175	$187.85	+20%	+28.9%
GE	▲ Overweight	Feb 29, 24	Feb 28, 25	$125.21	🎯$181	$206.6	+45%	+65.3%
GE	▲ Overweight	Jan 24, 24	Jan 23, 25	$103.7	🎯$153	$197.03	+48%	+89.7%
GE	▲ Overweight	Oct 25, 23	Oct 24, 24	$86.83	🎯$133	$178.87	+53%	+106.3%
GE	▲ Overweight	Jul 26, 23	Jul 25, 24	$91.56	🎯$131	$164.81	+43%	+79.9%
GE	▲ Overweight	Jun 7, 23	Jun 6, 24	$84.66	🎯$125	$160.85	+48%	+89.7%

Sample (7 recent finished + 1 in progress) of 18 calls.

▸ RCL Royal Caribbean Group

90.9%

+63.0%

+72.0%

-4.4% (6)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
RCL	▲ Overweight	May 1, 26	May 1, 27	$259.48	🎯$340	$282.26	+31%	+9% so far
RCL	▲ Overweight	Apr 10, 26	Apr 10, 27	$282.41	🎯$351	$282.26	+24%	+0% so far
RCL	▲ Overweight	Jan 30, 26	Jan 30, 27	$334.05	🎯$361	$282.26	+8%	-16% so far
RCL	▲ Overweight	Dec 17, 25	Dec 17, 26	$286.73	🎯$324	$282.26	+13%	-2% so far
RCL	▲ Overweight	Oct 29, 25	Oct 29, 26	$284.53	🎯$342	$282.26	+20%	-1% so far
RCL	▲ Overweight	Jul 9, 25	Jul 9, 26	$341.36	🎯$358	$282.26	+5%	-17% so far
RCL	▲ Overweight	May 1, 25	May 1, 26	$220.77	🎯$263	$264.92	+19%	+20.3%
RCL	▲ Overweight	Apr 22, 25	Apr 22, 26	$207.5	🎯$249	$261.45	+20%	+25.5%

Sample (2 recent finished + 6 in progress) of 22 calls.

▸ AXON Axon Enterprise

90%

+67.6%

+29.3% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
AXON	▲ Overweight	May 8, 26	May 8, 27	$394.36	🎯$523	$640.46	+33%	+62% so far
AXON	▲ Overweight	Feb 25, 26	Feb 25, 27	$550.19	🎯$682	$640.46	+24%	+16% so far
AXON	▲ Overweight	Nov 6, 25	Nov 6, 26	$587.14	🎯$702	$640.46	+20%	+9% so far
AXON	▲ Overweight	May 9, 25	May 9, 26	$684.59	🎯$735	$397.06	+7%	-42.4%
AXON	▲ Overweight	Feb 27, 25	Feb 27, 26	$525.44	🎯$726	$541.2	+38%	+3.2%
AXON	▲ Overweight	Aug 7, 24	Aug 7, 25	$368.46	🎯$387	$843.77	+5%	+128.7%
AXON	▲ Overweight	May 8, 24	May 8, 25	$309.09	🎯$381	$683.09	+23%	+121.5%
AXON	▲ Overweight	Feb 29, 24	Feb 28, 25	$307.37	🎯$308	$528.68	+0%	+71.9%

Sample (5 recent finished + 3 in progress) of 10 calls.

▸ CIEN Ciena

76.5%

+55.2%

+62.7%

+93.5% (4)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CIEN	▲ Overweight	Jun 5, 26	Jun 5, 27	$466.67	🎯$607	$418.91	+30%	-10% so far
CIEN	▲ Overweight	Mar 6, 26	Mar 6, 27	$318.54	🎯$372	$418.91	+17%	+32% so far
CIEN	▲ Overweight	Dec 12, 25	Dec 12, 26	$216.18	🎯$279	$418.91	+29%	+94% so far
CIEN	▲ Overweight	Sep 5, 25	Sep 5, 26	$116.69	🎯$138	$418.91	+18%	+259% so far
CIEN	▲ Overweight	Mar 12, 25	Mar 12, 26	$62.31	🎯$100	$337.1	+60%	+441.5%
CIEN	▲ Overweight	Dec 13, 24	Dec 13, 25	$91.14	🎯$97	$216	+6%	+137.2%
CIEN	▲ Overweight	Sep 5, 24	Sep 5, 25	$51.16	🎯$67	$119.2	+31%	+132.6%
CIEN	▲ Overweight	Jun 7, 24	Jun 7, 25	$45.83	🎯$55	$72.41	+20%	+58.1%

Sample (4 recent finished + 4 in progress) of 17 calls.

▸ AMD Advanced Micro Devices

64.7%

+34.4%

+61.6%

+92.2% (4)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
AMD	▲ Overweight	Jun 1, 26	Jun 1, 27	$521.54	🎯$665	$516.11	+28%	-1% so far
AMD	▲ Overweight	May 6, 26	May 6, 27	$408.46	🎯$500	$516.11	+22%	+26% so far
AMD	▲ Overweight	Oct 6, 25	Oct 6, 26	$211.51	🎯$300	$516.11	+42%	+144% so far
AMD	▲ Overweight	Aug 6, 25	Aug 6, 26	$172.4	🎯$200	$516.11	+16%	+199% so far
AMD	▲ Overweight	May 16, 25	May 16, 26	$114.74	🎯$130	$421.1	+13%	+266.9%
AMD	▲ Overweight	Apr 22, 25	Apr 22, 26	$90.39	🎯$110	$305.52	+22%	+237.8%
AMD	▲ Overweight	Jan 17, 25	Jan 17, 26	$121.46	🎯$140	$231.99	+15%	+90.9%
AMD	▲ Overweight	Oct 30, 24	Oct 30, 25	$144.07	🎯$170	$256.44	+18%	+77.8%

Sample (4 recent finished + 4 in progress) of 17 calls.

▸ IBKR Interactive Brokers

100%

+55.8%

+38.5% (9)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
IBKR	▲ Overweight	Apr 22, 26	Apr 22, 27	$78.11	🎯$93	$94.57	+19%	+21% so far
IBKR	▲ Overweight	Apr 8, 26	Apr 8, 27	$71.93	🎯$85	$94.57	+18%	+31% so far
IBKR	▲ Overweight	Jan 21, 26	Jan 21, 27	$77.21	🎯$83	$94.57	+7%	+22% so far
IBKR	▲ Overweight	Jan 8, 26	Jan 8, 27	$70.47	🎯$82	$94.57	+16%	+34% so far
IBKR	▲ Overweight	Dec 12, 25	Dec 12, 26	$62.87	🎯$81	$94.57	+29%	+50% so far
IBKR	▲ Overweight	Oct 17, 25	Oct 17, 26	$66.23	🎯$80	$94.57	+21%	+43% so far
IBKR	▲ Overweight	Oct 8, 25	Oct 8, 26	$72.62	🎯$81	$94.57	+12%	+30% so far
IBKR	▲ Overweight	Jul 18, 25	Jul 18, 26	$62	🎯$73	$94.57	+18%	+53% so far

Sample (0 recent finished + 8 in progress) of 22 calls.

▸ TRGP Targa Resources

60.9%

+23.8%

+55.5%

+18.5% (4)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TRGP	▲ Overweight	Jun 23, 26	Jun 23, 27	$268.72	🎯$270	$273.81	+0%	+2% so far
TRGP	▲ Overweight	May 14, 26	May 14, 27	$271.99	🎯$262	$273.81	-4%	+1% so far
TRGP	▲ Overweight	Apr 7, 26	Apr 7, 27	$244	🎯$255	$273.81	+5%	+12% so far
TRGP	▲ Overweight	Jul 10, 25	Jul 10, 26	$171.9	🎯$195	$273.81	+13%	+59% so far
TRGP	▲ Overweight	May 20, 25	May 20, 26	$161.93	🎯$178	$270.42	+10%	+67.2%
TRGP	▲ Overweight	Apr 9, 25	Apr 9, 26	$162.43	🎯$206	$243.65	+27%	+49.7%
TRGP	▲ Overweight	Mar 21, 25	Mar 21, 26	$204.96	🎯$211	$239.8	+3%	+17.1%
TRGP	▲ Overweight	Jan 13, 25	Jan 13, 26	$201.38	🎯$204	$183.26	+1%	-9.2%

Sample (4 recent finished + 4 in progress) of 23 calls.

▸ ANET Arista Networks

94.1%

+47.0%

+55.1%

+19.5% (5)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
ANET	▲ Overweight	May 7, 26	May 7, 27	$141.77	🎯$195	$166.46	+38%	+17% so far
ANET	▲ Overweight	Feb 13, 26	Feb 13, 27	$142.58	🎯$184	$166.46	+29%	+17% so far
ANET	▲ Overweight	Nov 5, 25	Nov 5, 26	$134.02	🎯$183	$166.46	+37%	+24% so far
ANET	▲ Overweight	Sep 12, 25	Sep 12, 26	$139.39	🎯$179	$166.46	+28%	+19% so far
ANET	▲ Overweight	Aug 7, 25	Aug 7, 26	$139.28	🎯$151	$166.46	+8%	+20% so far
ANET	▲ Overweight	May 8, 25	May 8, 26	$86.52	🎯$119	$136.7	+38%	+57.7%
ANET	▲ Overweight	Feb 19, 25	Feb 19, 26	$103.92	🎯$126	$137.17	+21%	+32.1%
ANET	▲ Overweight	Dec 4, 24	Dec 4, 25	$105.43	🎯$125	$128.62	+19%	+21.9%

Sample (3 recent finished + 5 in progress) of 17 calls.

▸ BX Blackstone Inc.

64.3%

+10.4%

+54.4%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
BX	▲ Overweight	Aug 31, 22	Aug 31, 23	$93.94	🎯$120	$106.15	+28%	+13.2%
BX	▲ Overweight	Apr 12, 21	Apr 12, 22	$77.37	🎯$85	$113.73	+10%	+46.6%
BX	▲ Overweight	Jul 24, 20	Jul 24, 21	$55.7	🎯$64	$113.07	+15%	+103.4%
BX	▲ Overweight	Oct 24, 19	Oct 23, 20	$52.05	🎯$56	$54.65	+8%	+5%
BX	▲ Overweight	Aug 5, 19	Aug 4, 20	$44.53	🎯$56	$52.1	+26%	+17.1%
BX	▲ Overweight	Oct 13, 16	Oct 13, 17	$23.84	—	$32.9	—	+38.1%
BX	▲ Overweight	Aug 10, 16	Aug 10, 17	$27.83	🎯$33	$32.28	+19%	+16.1%
BX	▲ Overweight	Jul 7, 16	Jul 7, 17	$24	🎯$29	$33.36	+21%	+38.8%

Sample (8 recent finished + 0 in progress) of 14 calls.

▸ CEG Constellation Energy

100%

+51.7%

-16.8% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CEG	▲ Overweight	Apr 28, 26	Apr 28, 27	$305.71	🎯$358	$239.71	+17%	-22% so far
CEG	▲ Overweight	Apr 6, 26	Apr 6, 27	$272.58	🎯$360	$239.71	+32%	-12% so far
CEG	▲ Overweight	Nov 7, 24	Nov 7, 25	$239.37	🎯$270	$361.45	+13%	+50.8%
CEG	▲ Overweight	Oct 21, 24	Oct 21, 25	$273.72	🎯$282	$358.57	+3%	+31.1%
CEG	▲ Overweight	Sep 24, 24	Sep 24, 25	$262.86	🎯$280	$325.95	+7%	+24.2%
CEG	▲ Overweight	Aug 8, 24	Aug 8, 25	$187.03	🎯$211	$336.65	+13%	+79.5%
CEG	▲ Overweight	Mar 25, 22	Mar 25, 23	$53.8	🎯$56	$75.32	+4%	+39.9%
CEG	▲ Overweight	Feb 10, 22	Feb 10, 23	$47.05	🎯$52	$87.04	+11%	+84.5%

▸ JBL Jabil

80%

+50.2%

+24.1% (4)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
JBL	▲ Overweight	Jun 18, 26	Jun 18, 27	$377.24	🎯$426	$321.08	+13%	-15% so far
JBL	▲ Overweight	Mar 18, 26	Mar 18, 27	$265.31	🎯$304	$321.08	+15%	+21% so far
JBL	▲ Overweight	Dec 18, 25	Dec 18, 26	$226.62	🎯$283	$321.08	+25%	+42% so far
JBL	▲ Overweight	Sep 26, 25	Sep 26, 26	$215.84	🎯$267	$321.08	+24%	+49% so far
JBL	▲ Overweight	Jun 17, 25	Jun 17, 26	$196.89	🎯$223	$374.09	+13%	+90.5%
JBL	▲ Overweight	Jun 10, 25	Jun 10, 26	$178.04	🎯$206	$352.52	+16%	+97.9%
JBL	▲ Overweight	Mar 21, 25	Mar 21, 26	$149.97	🎯$184	$266.95	+23%	+77.5%
JBL	▲ Overweight	Dec 20, 24	Dec 20, 25	$145	🎯$179	$229.1	+23%	+58.5%

Sample (4 recent finished + 4 in progress) of 10 calls.

▸ DVN Devon Energy

50%

+23.4%

+49.0%

-4.8% (4)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
DVN	▲ Overweight	May 26, 26	May 26, 27	$44.27	🎯$62	$42.41	+40%	-4% so far
DVN	▲ Overweight	Mar 16, 26	Mar 16, 27	$47.42	🎯$54	$42.41	+14%	-11% so far
DVN	▲ Overweight	Feb 23, 26	Feb 23, 27	$43.28	🎯$52	$42.41	+20%	-2% so far
DVN	▲ Overweight	Feb 4, 26	Feb 4, 27	$43.39	🎯$50	$42.41	+15%	-2% so far
DVN	▲ Overweight	Jan 13, 22	Jan 13, 23	$49.64	🎯$51	$63.54	+3%	+28.1%
DVN	▲ Overweight	Jun 3, 20	Jun 3, 21	$12.52	🎯$13	$31.17	+4%	+149%
DVN	▲ Overweight	Jan 9, 20	Jan 8, 21	$25.85	🎯$37	$18.1	+43%	-29.9%
DVN	▲ Overweight	Nov 15, 18	Nov 15, 19	$30.62	🎯$42	$22.66	+37%	-26.3%

Sample (4 recent finished + 4 in progress) of 16 calls.

▸ HAS Hasbro

50%

+1.3%

+47.9%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
HAS	▲ Overweight	May 4, 20	May 4, 21	$67.21	🎯$95	$99.47	+41%	+47.9%
HAS	▲ Overweight	Jul 24, 19	Jul 23, 20	$121.83	🎯$130	$80.41	+7%	-34.5%
HAS	▲ Overweight	Apr 24, 19	Apr 23, 20	$103.18	🎯$115	$73.26	+11%	-29.5%
HAS	▲ Overweight	Oct 23, 18	Oct 23, 19	$92.05	🎯$105	$95.73	+14%	+4.5%
HAS	▲ Overweight	Jul 24, 18	Jul 24, 19	$101.11	🎯$117	$121.33	+16%	+20.5%
HAS	▲ Overweight	Oct 24, 17	Oct 24, 18	$92.96	—	$92.03	—	-1%
HAS	▲ Overweight	Oct 21, 14	Oct 21, 15	$57.72	🎯$65	$73.88	+13%	+28.2%
HAS	▲ Overweight	Jul 22, 14	Jul 22, 15	$51.65	🎯$59	$80.06	+14%	+54.6%

▸ RL Ralph Lauren Corporation

75%

+16.8%

+46.2%

+21.1% (6)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
RL	▲ Overweight	May 22, 26	May 22, 27	$381.78	🎯$439	$395.31	+15%	+4% so far
RL	▲ Overweight	Mar 6, 26	Mar 6, 27	$344.12	🎯$430	$395.31	+25%	+15% so far
RL	▲ Overweight	Nov 7, 25	Nov 7, 26	$334.71	🎯$358	$395.31	+7%	+18% so far
RL	▲ Overweight	Oct 14, 25	Oct 14, 26	$318.44	🎯$352	$395.31	+11%	+24% so far
RL	▲ Overweight	Sep 17, 25	Sep 17, 26	$306.12	🎯$353	$395.31	+15%	+29% so far
RL	▲ Overweight	Aug 8, 25	Aug 8, 26	$288.56	🎯$360	$395.31	+25%	+37% so far
RL	▲ Overweight	May 23, 25	May 23, 26	$286.22	🎯$321	$380.67	+12%	+33.4%
RL	▲ Overweight	Apr 28, 25	Apr 28, 26	$221.95	🎯$260	$366.22	+17%	+65.3%

Sample (2 recent finished + 6 in progress) of 16 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.