Is Bernstein a reliable analyst?

In short — Over 1 year, 64.9% of Bernstein's targets proved profitable, for an average gain of +13.4% per call (all calls, winners and losers) — i.e. +3.1% vs its sector, across 499 timestamped calls replayed against real prices. JPI verdict: fairly reliable. An analyst can be good in one sector and poor in another — details below.

64.9%profitable calls

+13.4%avg gain / call

+3.1%vs sector

499scored calls

In which sectors is Bernstein reliable?

Sector

Calls

% profitable

Avg gain 2015+

Avg gain 2020+

Last 12 months

▸ Comm.

70.8%

+28.5%

+30.1%

-12.2% (8)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TKO	▲ Outperform	Apr 27, 26	Apr 27, 27	$186.2	🎯$240	$193.58	+29%	+4% so far
TKO	▲ Outperform	Feb 19, 26	Feb 19, 27	$211.12	🎯$250	$193.58	+18%	-8% so far
T	▲ Outperform	Jan 16, 26	Jan 16, 27	$23.49	🎯$30	$21.09	+28%	-10% so far
PSKY	▼ Underperform	Nov 12, 25	Nov 12, 26	$15.57	🎯$12	$9.94	-23%	-36% so far
TKO	▲ Outperform	Oct 6, 25	Oct 6, 26	$198.15	🎯$230	$193.58	+16%	-2% so far
CHTR	▲ Outperform	Sep 10, 25	Sep 10, 26	$263.92	🎯$350	$138.02	+33%	-48% so far
T	▲ Outperform	Sep 4, 25	Sep 4, 26	$29.59	🎯$32	$21.09	+8%	-29% so far
NFLX	▲ Outperform	Jul 17, 25	Jul 17, 26	$127.42	🎯$1390	$76.18	+991%	-40% so far

Sample (0 recent finished + 8 in progress) of 48 calls.

▸ Finance

65.7%

+15.4%

+29.6%

+25.4% (4)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
HOOD	▲ Outperform	Apr 14, 26	Apr 14, 27	$87.32	🎯$130	$112.9	+49%	+29% so far
HOOD	▲ Outperform	Mar 30, 26	Mar 30, 27	$65.16	🎯$130	$112.9	+100%	+73% so far
COIN	▲ Outperform	Mar 30, 26	Mar 30, 27	$160.79	🎯$330	$163.51	+105%	+2% so far
XYZ	▲ Outperform	Jul 22, 25	Jul 22, 26	$79.7	🎯$90	$77.56	+13%	-3% so far
COIN	▲ Outperform	Jun 25, 25	Jun 25, 26	$355.37	🎯$510	$142.15	+44%	-59.9%
COIN	▲ Outperform	Mar 17, 25	Mar 17, 26	$181.14	🎯$310	$202.88	+71%	+11.7%
HOOD	▲ Outperform	Feb 13, 25	Feb 13, 26	$65.28	🎯$105	$75.72	+61%	+15.6%
XYZ	▲ Outperform	Dec 2, 24	Dec 2, 25	$92.78	🎯$120	$60.31	+29%	-35.2%

Sample (4 recent finished + 4 in progress) of 35 calls.

▸ Tech

110

64.5%

+18.9%

+23.9%

+79.8% (43)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
SNDK	▲ Outperform	Jun 30, 26	Jun 30, 27	$2273.73	🎯$3000	$1617.7	+32%	-29% so far
AMD	▲ Outperform	Jun 17, 26	Jun 17, 27	$512.48	🎯$600	$516.11	+17%	+1% so far
FSLR	▼ Underperform	Jun 17, 26	Jun 17, 27	$254.8	🎯$217	$227.72	-15%	-11% so far
ORCL	▲ Outperform	Jun 11, 26	Jun 11, 27	$184.13	🎯$325	$141.6	+77%	-23% so far
ADBE	▲ Outperform	Jun 11, 26	Jun 11, 27	$204.02	🎯$379	$221.54	+86%	+9% so far
DELL	▲ Outperform	Jun 1, 26	Jun 1, 27	$465.96	🎯$500	$417.28	+7%	-10% so far
CRM	▼ Underperform	May 28, 26	May 28, 27	$191.1	🎯$173	$169.52	-9%	-11% so far
DDOG	▲ Outperform	May 8, 26	May 8, 27	$202.32	🎯$180	$256.81	-11%	+27% so far

Sample (0 recent finished + 8 in progress) of 110 calls.

▸ Energy

63.6%

+15.6%

+16.8%

+1.7% (9)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
SLB	▲ Outperform	May 11, 26	May 11, 27	$55.64	🎯$71	$46.42	+28%	-17% so far
XOM	▲ Outperform	May 11, 26	May 11, 27	$150.63	🎯$182	$141.69	+21%	-6% so far
SLB	▲ Outperform	Mar 12, 26	Mar 12, 27	$44.72	🎯$56.1	$46.42	+25%	+4% so far
COP	▲ Outperform	Jan 5, 26	Jan 5, 27	$99.2	🎯$98	$108.44	-1%	+9% so far
DVN	▲ Outperform	Jan 5, 26	Jan 5, 27	$36.55	🎯$42	$42.41	+15%	+16% so far
XOM	▲ Outperform	Jan 5, 26	Jan 5, 27	$125.36	🎯$137	$141.69	+9%	+13% so far
EXE	▲ Outperform	Jan 5, 26	Jan 5, 27	$106.82	🎯$144	$89.56	+35%	-16% so far
EQT	▲ Outperform	Jan 5, 26	Jan 5, 27	$53.35	🎯$73	$51.76	+37%	-3% so far

Sample (0 recent finished + 8 in progress) of 33 calls.

▸ Industry

70.8%

+11.5%

+12.1%

+6.6% (27)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
UAL	▲ Outperform	Jul 1, 26	Jul 1, 27	$133.32	🎯$153	$128.31	+15%	-4% so far
DAL	▲ Outperform	Jun 17, 26	Jun 17, 27	$82.25	🎯$93	$88.63	+13%	+8% so far
GEV	▲ Outperform	Jun 17, 26	Jun 17, 27	$1048.86	🎯$1206	$1077.08	+15%	+3% so far
MMM	▼ Underperform	Jun 10, 26	Jun 10, 27	$157.91	🎯$131	$158.01	-17%	+0% so far
PH	▲ Outperform	Jun 10, 26	Jun 10, 27	$902.37	🎯$1026	$957.51	+14%	+6% so far
EMR	▲ Outperform	Jun 10, 26	Jun 10, 27	$142.09	🎯$175	$137.91	+23%	-3% so far
VRT	▲ Outperform	Jun 10, 26	Jun 10, 27	$297.88	🎯$416	$305.58	+40%	+3% so far
DAL	▲ Outperform	May 11, 26	May 11, 27	$70.71	🎯$88	$88.63	+24%	+25% so far

Sample (0 recent finished + 8 in progress) of 65 calls.

▸ Health

65.5%

+10.2%

+6.7%

+9.1% (33)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
ELV	▲ Outperform	Jul 2, 26	Jul 2, 27	$408.17	🎯$482	$418.85	+18%	+3% so far
MDT	▲ Outperform	Jun 5, 26	Jun 5, 27	$80.69	🎯$97	$83.83	+20%	+4% so far
UNH	▲ Outperform	May 27, 26	May 27, 27	$384.01	🎯$492	$428.19	+28%	+12% so far
CVS	▲ Outperform	May 13, 26	May 13, 27	$97.15	🎯$106	$104.33	+9%	+7% so far
PODD	▲ Outperform	May 7, 26	May 7, 27	$160.4	🎯$200	$161.55	+25%	+1% so far
VRTX	▲ Outperform	May 5, 26	May 5, 27	$427.65	🎯$572	$522.25	+34%	+22% so far
CI	▲ Outperform	May 5, 26	May 5, 27	$281.98	🎯$371	$286.62	+32%	+2% so far
ELV	▲ Outperform	Apr 24, 26	Apr 24, 27	$356.13	🎯$424	$418.85	+19%	+18% so far

Sample (0 recent finished + 8 in progress) of 58 calls.

▸ Cons. staples

60.4%

+6.1%

+4.7%

-7.4% (24)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
MKC	▲ Outperform	Jun 26, 26	Jun 26, 27	$52.06	🎯$68	$52.22	+31%	+0% so far
KDP	▲ Outperform	Jun 12, 26	Jun 12, 27	$31.71	🎯$38	$31.49	+20%	-1% so far
KDP	▲ Outperform	Jun 11, 26	Jun 11, 27	$31.71	🎯$38	$31.49	+20%	-1% so far
KHC	▼ Underperform	Jun 3, 26	Jun 3, 27	$22.47	🎯$21	$25.3	-7%	+13% so far
CAG	▼ Underperform	Jun 3, 26	Jun 3, 27	$12.68	🎯$12	$14.03	-5%	+11% so far
SJM	▲ Outperform	May 4, 26	May 4, 27	$96.69	🎯$134	$113.24	+39%	+17% so far
SJM	▲ Outperform	Mar 11, 26	Mar 11, 27	$107.62	🎯$145	$113.24	+35%	+5% so far
TGT	▼ Underperform	Feb 26, 26	Feb 26, 27	$113.79	🎯$91	$127.55	-20%	+12% so far

Sample (0 recent finished + 8 in progress) of 53 calls.

▸ Cons. disc.

57.5%

+4.1%

-3.2%

-2.2% (22)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
NKE	▲ Outperform	Jul 1, 26	Jul 1, 27	$44.09	🎯$72	$43.21	+63%	-2% so far
MAR	▲ Outperform	May 15, 26	May 15, 27	$353.17	🎯$402	$380.75	+14%	+8% so far
LOW	▲ Outperform	May 14, 26	May 14, 27	$223.61	🎯$281	$220.9	+26%	-1% so far
AMZN	▲ Outperform	Apr 30, 26	Apr 30, 27	$268.26	🎯$315	$245.98	+17%	-8% so far
LOW	▲ Outperform	Feb 26, 26	Feb 26, 27	$264.57	🎯$303	$220.9	+15%	-17% so far
DASH	▲ Outperform	Feb 19, 26	Feb 19, 27	$176.29	🎯$270	$195.72	+53%	+11% so far
LOW	▲ Outperform	Feb 18, 26	Feb 18, 27	$278.18	🎯$313	$220.9	+13%	-21% so far
MAR	▲ Outperform	Jan 6, 26	Jan 6, 27	$319.26	🎯$369	$380.75	+16%	+19% so far

Sample (0 recent finished + 8 in progress) of 87 calls.

The stocks Bernstein covers (track record per stock)

Stock

Calls

% profitable

Avg gain 2015+

Avg gain 2020+

Last 12 months

▸ NVDA Nvidia

100%

+111.9%

+115.9%

+8.2% (4)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
NVDA	▲ Outperform	Feb 26, 26	Feb 26, 27	$177.19	🎯$300	$196.93	+69%	+11% so far
NVDA	▲ Outperform	Dec 26, 25	Dec 26, 26	$190.53	🎯$275	$196.93	+44%	+3% so far
NVDA	▲ Outperform	Nov 20, 25	Nov 20, 26	$180.64	🎯$275	$196.93	+52%	+9% so far
NVDA	▲ Outperform	Aug 28, 25	Aug 28, 26	$180.17	🎯$225	$196.93	+25%	+9% so far
NVDA	▲ Outperform	Aug 29, 24	Aug 29, 25	$119.37	🎯$155	$170.7	+30%	+43.1%
NVDA	▲ Outperform	May 23, 24	May 23, 25	$103.8	🎯$1300	$130.79	+1152%	+26.5%
NVDA	▲ Outperform	Feb 22, 24	Feb 21, 25	$78.82	🎯$1000	$130.05	+1169%	+65.3%
NVDA	▲ Outperform	Nov 9, 23	Nov 8, 24	$48.33	🎯$675	$145.47	+1297%	+200.5%

Sample (4 recent finished + 4 in progress) of 9 calls.

▸ HOOD Robinhood Markets

100%

+112.9%

+51.3% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
HOOD	▲ Outperform	Apr 14, 26	Apr 14, 27	$87.32	🎯$130	$112.9	+49%	+29% so far
HOOD	▲ Outperform	Mar 30, 26	Mar 30, 27	$65.16	🎯$130	$112.9	+100%	+73% so far
HOOD	▲ Outperform	Feb 13, 25	Feb 13, 26	$65.28	🎯$105	$75.72	+61%	+15.6%
HOOD	▲ Outperform	Nov 20, 24	Nov 20, 25	$35.09	🎯$51	$107.38	+45%	+205.8%
HOOD	▲ Outperform	Mar 14, 24	Mar 14, 25	$18.05	🎯$30	$39.17	+66%	+117.4%

▸ META Meta Platforms

100%

+85.2%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
META	▲ Outperform	Jul 22, 24	Jul 22, 25	$488.69	🎯$575	$713.49	+18%	+46%
META	▲ Outperform	Apr 25, 24	Apr 25, 25	$443.29	🎯$565	$549.68	+27%	+24%
META	▲ Outperform	Apr 18, 24	Apr 18, 25	$481.07	🎯$590	$485.88	+23%	+0.8%
META	▲ Outperform	Apr 27, 23	Apr 26, 24	$238.56	🎯$275	$443.72	+15%	+85.8%
META	▲ Outperform	Feb 2, 23	Feb 2, 24	$188.77	🎯$210	$475.7	+11%	+151.6%
META	▲ Outperform	Oct 27, 22	Oct 27, 23	$97.94	🎯$135	$296.76	+38%	+203%

▸ MU Micron Technology

50%

+39.3%

+65.0%

+103.2% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
MU	▲ Outperform	Mar 18, 26	Mar 18, 27	$461.73	🎯$510	$938.38	+10%	+103% so far
MU	▲ Outperform	Dec 18, 24	Dec 18, 25	$87.09	🎯$120	$265.62	+38%	+205.3%
MU	▲ Outperform	Mar 16, 22	Mar 16, 23	$79.67	🎯$94	$56.57	+18%	-29%
MU	▼ Underperform	Oct 25, 21	Oct 25, 22	$68.76	🎯$58	$55.7	-16%	+18.8%
MU	▲ Outperform	Jun 26, 15	Jun 25, 16	$19.66	🎯$28	$12.19	+42%	-37.8%
MU	▲ Outperform	Dec 3, 13	Dec 3, 14	$21.76	🎯$24	$36.12	+10%	+65.8%

▸ PYPL PayPal

100%

+56.1%

+55.7%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
PYPL	▲ Outperform	Jul 31, 24	Jul 31, 25	$65.78	🎯$78	$69.07	+19%	+4.5%
PYPL	▲ Outperform	Jan 7, 20	Jan 6, 21	$109.67	🎯$130	$227.02	+19%	+106.8%
PYPL	▲ Outperform	Jul 10, 17	Jul 10, 18	$54.94	—	$86.26	—	+56.8%

▸ SLB Schlumberger

100%

+37.9%

+55.4%

+0.8% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
SLB	▲ Outperform	May 11, 26	May 11, 27	$55.64	🎯$71	$46.42	+28%	-17% so far
SLB	▲ Outperform	Mar 12, 26	Mar 12, 27	$44.72	🎯$56.1	$46.42	+25%	+4% so far
SLB	▲ Outperform	Dec 11, 25	Dec 11, 26	$40.34	🎯$52.3	$46.42	+30%	+15% so far
SLB	▲ Outperform	Apr 6, 20	Apr 6, 21	$15.67	🎯$17.9	$27.42	+14%	+75.1%
SLB	▼ Underperform	Jan 14, 20	Jan 13, 21	$39.53	🎯$27.1	$25.3	-31%	+35.6%
SLB	▲ Outperform	Jul 6, 17	Jul 6, 18	$65.13	—	$67.08	—	+2.9%
SLB	▲ Outperform	Oct 22, 13	Oct 22, 14	$92.84	🎯$112	$98.41	+21%	+5.8%

▸ UBER Uber

100%

+50.7%

-18.9% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
UBER	▲ Outperform	Nov 5, 25	Nov 5, 26	$92.12	🎯$115	$74.33	+25%	-19% so far
UBER	▲ Outperform	Jul 21, 25	Jul 21, 26	$91.16	🎯$110	$74.33	+21%	-18% so far
UBER	▲ Outperform	Aug 2, 23	Aug 1, 24	$46.96	🎯$55	$61.05	+17%	+29.9%
UBER	▲ Outperform	Jun 26, 23	Jun 25, 24	$43.83	🎯$50	$71	+14%	+61.7%
UBER	▲ Outperform	Jan 10, 20	Jan 9, 21	$34.01	🎯$40	$54.76	+18%	+60.5%

▸ CRWD CrowdStrike

100%

+48.1%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CRWD	▲ Outperform	Jun 4, 25	Jun 4, 26	$115.14	🎯$371	$179.62	+222%	+56.1%
CRWD	▲ Outperform	Mar 5, 25	Mar 5, 26	$91.36	🎯$347	$106.89	+280%	+16.6%
CRWD	▲ Outperform	Sep 5, 24	Sep 5, 25	$64.11	🎯$327	$104.5	+410%	+62.9%
CRWD	▲ Outperform	Aug 19, 24	Aug 19, 25	$66.69	🎯$315	$104.7	+372%	+56.9%

▸ NFLX Netflix

75%

+32.2%

+46.1%

-40.2% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
NFLX	▲ Outperform	Jul 17, 25	Jul 17, 26	$127.42	🎯$1390	$76.18	+991%	-40% so far
NFLX	▲ Outperform	Apr 1, 20	Apr 1, 21	$37.01	🎯$487	$54.03	+1216%	+46.1%
NFLX	▲ Outperform	Oct 17, 19	Oct 16, 20	$29.33	🎯$422	$53.09	+1339%	+80.9%
NFLX	▲ Outperform	Mar 17, 17	Mar 17, 18	$14.51	🎯$178	$31.34	+1127%	+116%
NFLX	▼ Underperform	Jul 19, 16	Jul 19, 17	$8.58	🎯$62	$18.36	+623%	-114.2%
NFLX	▼ Underperform	Jun 25, 13	Jun 25, 14	$3.04	🎯$180	$6.35	+5821%	-108.6%

▸ ORCL Oracle Corporation

100%

+45.8%

-36.6% (4)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
ORCL	▲ Outperform	Jun 11, 26	Jun 11, 27	$184.13	🎯$325	$141.6	+77%	-23% so far
ORCL	▲ Outperform	Dec 11, 25	Dec 11, 26	$198.85	🎯$339	$141.6	+70%	-29% so far
ORCL	▲ Outperform	Sep 26, 25	Sep 26, 26	$282.76	🎯$364	$141.6	+29%	-50% so far
ORCL	▲ Outperform	Aug 6, 25	Aug 6, 26	$256.43	🎯$308	$141.6	+20%	-45% so far
ORCL	▲ Outperform	Sep 30, 24	Sep 30, 25	$170.4	🎯$202	$281.16	+19%	+65.1%
ORCL	▲ Outperform	Jun 12, 24	Jun 12, 25	$139.85	🎯$171	$215.37	+22%	+53.9%
ORCL	▲ Outperform	Mar 12, 24	Mar 12, 25	$127.54	🎯$159	$150.5	+25%	+18.3%
ORCL	▲ Outperform	May 5, 14	May 5, 15	$41.01	🎯$49	$43.06	+19%	+5.5%

▸ AVGO Broadcom

100%

+41.8%

+43.1%

+2.6% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
AVGO	▲ Outperform	Apr 14, 26	Apr 14, 27	$380.78	🎯$525	$370.78	+38%	-3% so far
AVGO	▲ Outperform	Dec 12, 25	Dec 12, 26	$359.93	🎯$475	$370.78	+32%	+3% so far
AVGO	▲ Outperform	Sep 5, 25	Sep 5, 26	$345.65	🎯$400	$370.78	+16%	+7% so far
AVGO	▲ Outperform	Jun 13, 24	Jun 13, 25	$173.5	🎯$1950	$251.58	+1024%	+45.3%
AVGO	▲ Outperform	Mar 8, 24	Mar 8, 25	$130.87	🎯$1600	$184.53	+1123%	+40.9%
AVGO	▲ Outperform	Oct 5, 16	Oct 5, 17	$17.35	🎯$215	$24.29	+1139%	+40.5%
AVGO	▲ Outperform	Oct 4, 16	Oct 4, 17	$17.35	🎯$215	$24.29	+1139%	+40.5%

▸ UAL United Airlines Holdings

100%

+35.1%

+38.3%

-3.8% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
UAL	▲ Outperform	Jul 1, 26	Jul 1, 27	$133.32	🎯$153	$128.31	+15%	-4% so far
UAL	▲ Outperform	Oct 17, 24	Oct 17, 25	$74.15	🎯$85	$101.59	+15%	+36.6%
UAL	▲ Outperform	Sep 26, 23	Sep 25, 24	$42.03	🎯$68	$58.84	+62%	+40%
UAL	▲ Outperform	Jan 31, 18	Jan 31, 19	$67.82	—	$87.49	—	+28.7%

▸ LHX L3Harris

66.7%

+23.2%

+37.1%

-2.4% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
LHX	▲ Outperform	May 4, 26	May 4, 27	$302.65	🎯$405	$295.4	+34%	-2% so far
LHX	▲ Outperform	Jan 8, 25	Jan 8, 26	$208.28	🎯$267	$335.33	+28%	+61.2%
LHX	▲ Outperform	Apr 20, 20	Apr 20, 21	$187.78	🎯$236	$212.19	+26%	+12.9%
LHX	▲ Outperform	Dec 10, 19	Dec 9, 20	$196.96	🎯$247	$189.08	+25%	-4.4%

▸ TTWO Take-Two Interactive

80%

+26.0%

+32.4%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TTWO	▲ Outperform	Apr 22, 22	Apr 22, 23	$136.41	🎯$173	$128.23	+27%	-6.3%
TTWO	▲ Outperform	Jul 16, 20	Jul 16, 21	$150.58	🎯$189	$168.65	+26%	+12.2%
TTWO	▲ Outperform	May 21, 20	May 21, 21	$140.51	🎯$158	$185.47	+12%	+31.7%
TTWO	▲ Outperform	Feb 7, 20	Feb 6, 21	$111	🎯$137	$213.12	+23%	+92.2%
TTWO	▲ Outperform	Oct 10, 18	Oct 10, 19	$122.25	🎯$175	$122.25	+43%	+0.1%

▸ NOW ServiceNow

80%

+39.2%

+31.4%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
NOW	▲ Outperform	Oct 24, 24	Oct 24, 25	$190.17	🎯$913	$190.17	+380%	-0.5%
NOW	▲ Outperform	May 30, 23	May 29, 24	$109.82	🎯$665	$146.06	+506%	+33.1%
NOW	▲ Outperform	Jan 26, 23	Jan 26, 24	$92.61	🎯$586	$153.73	+533%	+66.2%
NOW	▲ Outperform	Jul 20, 22	Jul 20, 23	$91.37	🎯$646	$116.04	+607%	+26.7%
NOW	▲ Outperform	May 24, 17	May 24, 18	$20.6	—	$35.02	—	+70.4%

▸ AMZN Amazon

80%

+28.5%

-5.7% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
AMZN	▲ Outperform	Apr 30, 26	Apr 30, 27	$268.26	🎯$315	$245.98	+17%	-8% so far
AMZN	▲ Outperform	Oct 31, 25	Oct 31, 26	$254	🎯$300	$245.98	+18%	-3% so far
AMZN	▲ Outperform	May 2, 25	May 2, 26	$186.35	🎯$230	$272.07	+23%	+46%
AMZN	▲ Outperform	Apr 29, 25	Apr 29, 26	$184.42	🎯$235	$265.56	+27%	+43.7%
AMZN	▲ Outperform	Feb 10, 25	Feb 10, 26	$232.76	🎯$275	$204.83	+18%	-12.3%
AMZN	▲ Outperform	Dec 18, 24	Dec 18, 25	$223.29	🎯$265	$227.76	+19%	+1.8%
AMZN	▲ Outperform	Nov 1, 24	Nov 1, 25	$195.78	🎯$235	$254.51	+20%	+29.7%
AMZN	▲ Outperform	Jul 22, 24	Jul 22, 25	$186.41	🎯$215	$227.42	+15%	+22.5%

Sample (6 recent finished + 2 in progress) of 20 calls.

▸ DAL Delta Air Lines

100%

+23.2%

+27.6%

+29.1% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
DAL	▲ Outperform	Jun 17, 26	Jun 17, 27	$82.25	🎯$93	$88.63	+13%	+8% so far
DAL	▲ Outperform	May 11, 26	May 11, 27	$70.71	🎯$88	$88.63	+24%	+25% so far
DAL	▲ Outperform	Oct 10, 25	Oct 10, 26	$57.48	🎯$74	$88.63	+29%	+54% so far
DAL	▲ Outperform	Oct 8, 24	Oct 8, 25	$50.98	🎯$65	$59.65	+28%	+16.9%
DAL	▲ Outperform	Jul 12, 24	Jul 12, 25	$43.62	🎯$62	$58.01	+42%	+33.2%
DAL	▲ Outperform	Sep 26, 23	Sep 25, 24	$36.77	🎯$61	$48.9	+66%	+32.6%
DAL	▲ Outperform	Feb 6, 17	Feb 6, 18	$48.26	—	$53.09	—	+10%

▸ ISRG Intuitive Surgical

100%

+21.0%

+27.1%

-21.9% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
ISRG	▲ Outperform	Jan 23, 26	Jan 23, 27	$523.99	🎯$750	$427.3	+43%	-18% so far
ISRG	▲ Outperform	Jan 9, 26	Jan 9, 27	$572.75	🎯$740	$427.3	+29%	-25% so far
ISRG	▲ Outperform	May 31, 23	May 30, 24	$307.84	🎯$365	$403.27	+19%	+31%
ISRG	▲ Outperform	Apr 20, 23	Apr 19, 24	$297.41	🎯$350	$365.81	+18%	+23.2%
ISRG	▲ Outperform	Jun 27, 18	Jun 27, 19	$158.8	🎯$560	$173.09	+253%	+8.7%

▸ TJX TJX Companies

66.7%

+25.0%

+25.3%

+8.5% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TJX	▲ Outperform	Nov 20, 25	Nov 20, 26	$148.07	🎯$155	$154.11	+5%	+4% so far
TJX	▲ Outperform	Aug 21, 25	Aug 21, 26	$136.54	🎯$152	$154.11	+11%	+13% so far
TJX	▲ Outperform	May 23, 24	May 23, 25	$102.14	🎯$120	$127.68	+17%	+25.3%
TJX	▲ Outperform	Sep 12, 17	Sep 12, 18	$36.77	🎯$88	$55.16	+139%	+50%
TJX	▲ Outperform	May 18, 16	May 18, 17	$37.36	🎯$83	$37.36	+122%	-0.3%

▸ WMT Walmart

100%

+23.7%

+24.9%

-1.7% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
WMT	▲ Outperform	Feb 20, 26	Feb 20, 27	$125.81	🎯$134	$111.54	+7%	-11% so far
WMT	▲ Outperform	Jan 5, 26	Jan 5, 27	$112.71	🎯$129	$111.54	+14%	-1% so far
WMT	▲ Outperform	Nov 21, 25	Nov 21, 26	$104.06	🎯$122	$111.54	+17%	+7% so far
WMT	▲ Outperform	Nov 20, 24	Nov 20, 25	$88.39	🎯$102	$105.18	+15%	+19.2%
WMT	▲ Outperform	Oct 22, 24	Oct 22, 25	$82.02	🎯$95	$107.45	+16%	+30.6%
WMT	▲ Outperform	May 3, 19	May 2, 20	$34.03	—	$41.18	—	+21.2%

▸ VRTX Vertex Pharmaceuticals

80%

+23.7%

+17.8% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
VRTX	▲ Outperform	May 5, 26	May 5, 27	$427.65	🎯$572	$522.25	+34%	+22% so far
VRTX	▲ Outperform	Jan 12, 26	Jan 12, 27	$460.59	—	$522.25	—	+13% so far
VRTX	▲ Outperform	Aug 2, 23	Aug 1, 24	$358.4	🎯$390	$505.34	+9%	+41.1%
VRTX	▲ Outperform	Jul 28, 23	Jul 27, 24	$352.34	🎯$380	$496.8	+8%	+41.4%
VRTX	▲ Outperform	May 3, 23	May 2, 24	$346.36	🎯$363	$401.78	+5%	+15.5%
VRTX	▲ Outperform	Mar 21, 23	Mar 20, 24	$302.66	🎯$344	$411.62	+14%	+36.2%
VRTX	▲ Outperform	Nov 20, 20	Nov 20, 21	$215.21	🎯$275	$180.78	+28%	-15.7%

▸ MSFT Microsoft

77.8%

+23.1%

-15.5% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
MSFT	▲ Outperform	Apr 30, 26	Apr 30, 27	$414.44	🎯$646	$388.84	+56%	-6% so far
MSFT	▲ Outperform	Oct 30, 25	Oct 30, 26	$517.81	🎯$645	$388.84	+25%	-25% so far
MSFT	▲ Outperform	May 1, 25	May 1, 26	$425.4	🎯$520	$412.64	+22%	-2.6%
MSFT	▲ Outperform	Jan 30, 25	Jan 30, 26	$414.99	🎯$511	$431.59	+23%	+3.7%
MSFT	▲ Outperform	Jan 6, 25	Jan 6, 26	$427.85	🎯$516	$479.19	+21%	+11.8%
MSFT	▲ Outperform	Oct 25, 24	Oct 25, 25	$428.15	🎯$500	$530.91	+17%	+24.1%
MSFT	▲ Outperform	Apr 26, 24	Apr 26, 25	$406.32	🎯$489	$390.07	+20%	-3.7%
MSFT	▲ Outperform	Sep 20, 23	Sep 19, 24	$320.77	🎯$400	$439.45	+25%	+36.8%

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

▸ GOOGL Alphabet Inc. (Class A)

66.7%

+22.9%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
GOOGL	▲ Outperform	May 9, 23	May 8, 24	$111.75	🎯$125	$169.86	+12%	+52.1%
GOOGL	▲ Outperform	Apr 20, 23	Apr 19, 24	$105.41	🎯$125	$156.01	+19%	+48.3%
GOOGL	▲ Outperform	Feb 6, 23	Feb 6, 24	$107.64	🎯$130	$145.31	+21%	+35.2%
GOOGL	▲ Outperform	Oct 26, 22	Oct 26, 23	$94.93	🎯$120	$122.46	+26%	+28.8%
GOOGL	▲ Outperform	Feb 2, 22	Feb 2, 23	$143.09	🎯$3500	$104.46	+2346%	-26.8%
GOOGL	▲ Outperform	Jan 27, 22	Jan 27, 23	$133.35	🎯$3250	$97.35	+2337%	-27.3%
GOOGL	▲ Outperform	Oct 27, 21	Oct 27, 22	$145.85	🎯$3350	$96.26	+2197%	-34%
GOOGL	▲ Outperform	Jul 28, 21	Jul 28, 22	$135.78	🎯$3200	$116.77	+2257%	-14.3%

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

▸ GOOG Alphabet Inc. (Class C)

63.6%

+22.5%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
GOOG	▲ Outperform	May 9, 23	May 8, 24	$112.28	🎯$125	$171.79	+11%	+52.8%
GOOG	▲ Outperform	Apr 20, 23	Apr 19, 24	$105.91	🎯$125	$157.81	+18%	+49.1%
GOOG	▲ Outperform	Feb 6, 23	Feb 6, 24	$108.04	🎯$130	$146.93	+20%	+35.8%
GOOG	▲ Outperform	Oct 26, 22	Oct 26, 23	$94.82	🎯$120	$123.27	+27%	+30.2%
GOOG	▲ Outperform	Feb 2, 22	Feb 2, 23	$142.65	🎯$3500	$105.56	+2354%	-26.2%
GOOG	▲ Outperform	Jan 27, 22	Jan 27, 23	$133.29	🎯$3250	$97.3	+2338%	-26.5%
GOOG	▲ Outperform	Oct 27, 21	Oct 27, 22	$146.13	🎯$3350	$96.45	+2192%	-33.9%
GOOG	▲ Outperform	Jul 28, 21	Jul 28, 22	$136.54	🎯$3200	$116.06	+2244%	-14.6%

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

▸ TRMB Trimble Inc.

50%

+20.6%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TRMB	▲ Outperform	Dec 11, 24	Dec 11, 25	$74.87	🎯$85	$80.11	+14%	+7.2%
TRMB	▲ Outperform	Feb 9, 23	Feb 9, 24	$55.68	🎯$65	$54.57	+17%	-1.8%
TRMB	▲ Outperform	Feb 11, 21	Feb 11, 22	$73.97	🎯$86	$65.83	+16%	-11%
TRMB	▲ Outperform	Sep 23, 20	Sep 23, 21	$47.64	🎯$61	$89.56	+28%	+88.1%

% 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.