Is Evercore ISI Group a reliable analyst?

In short — Over 1 year, 63.3% of Evercore ISI Group's targets proved profitable, for an average gain of +14.9% per call (all calls, winners and losers) — i.e. +3.6% vs its sector, across 1407 timestamped calls replayed against real prices. JPI verdict: fairly reliable. An analyst can be good in one sector and poor in another — details below.

63.3%profitable calls

+14.9%avg gain / call

+3.6%vs sector

1407scored calls

In which sectors is Evercore ISI Group reliable?

Sector

Calls

% profitable

Avg gain 2015+

Avg gain 2020+

Last 12 months

▸ Tech

293

65.9%

+30.1%

+30.6%

+31.2% (119)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
ON	▲ Outperform	Jun 26, 26	Jun 26, 27	$90.65	🎯$137	$91.1	+51%	+0% so far
AAPL	▲ Outperform	Jun 25, 26	Jun 25, 27	$283.78	🎯$365	$310.66	+29%	+9% so far
ACN	▲ Outperform	Jun 18, 26	Jun 18, 27	$124.83	🎯$180	$142.14	+44%	+14% so far
DDOG	▲ Outperform	Jun 10, 26	Jun 10, 27	$234.24	🎯$265	$256.81	+13%	+10% so far
ORCL	▲ Outperform	Jun 8, 26	Jun 8, 27	$205.81	🎯$245	$141.6	+19%	-31% so far
PANW	▲ Outperform	Jun 3, 26	Jun 3, 27	$279.25	🎯$375	$337.04	+34%	+21% so far
HPE	▲ Outperform	Jun 2, 26	Jun 2, 27	$55.15	🎯$70	$43.47	+27%	-21% so far
DELL	▲ Outperform	May 29, 26	May 29, 27	$465.96	🎯$450	$417.28	-3%	-10% so far

Sample (0 recent finished + 8 in progress) of 293 calls.

▸ Industry

139

70.5%

+27.7%

+30.3%

+19.0% (53)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
JBHT	▲ Outperform	Jul 1, 26	Jul 1, 27	$290.07	🎯$302	$275	+4%	-5% so far
CHRW	▲ Outperform	Jul 1, 26	Jul 1, 27	$191.27	🎯$224	$190.95	+17%	+0% so far
ODFL	▲ Outperform	Jul 1, 26	Jul 1, 27	$217.96	🎯$237	$215.51	+9%	-1% so far
UNP	▲ Outperform	Jun 25, 26	Jun 25, 27	$268.35	🎯$294	$283.12	+10%	+6% so far
UAL	▲ Outperform	Jun 25, 26	Jun 25, 27	$136.11	🎯$160	$128.31	+18%	-6% so far
DAL	▲ Outperform	Jun 25, 26	Jun 25, 27	$92.57	🎯$105	$88.63	+13%	-4% so far
FDXF	▲ Outperform	Jun 4, 26	Jun 4, 27	$157.71	🎯$168	$144.72	+7%	-8% so far
VRT	▲ Outperform	May 12, 26	May 12, 27	$369.99	🎯$425	$305.58	+15%	-17% so far

Sample (0 recent finished + 8 in progress) of 139 calls.

▸ Comm.

71.6%

+26.9%

+29.3%

+2.1% (15)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TTD	▲ Outperform	May 8, 26	May 8, 27	$21.52	🎯$27	$19.18	+25%	-11% so far
GOOGL	▲ Outperform	Apr 30, 26	Apr 30, 27	$385.69	🎯$420	$367.03	+9%	-5% so far
CMCSA	▲ Outperform	Apr 24, 26	Apr 24, 27	$27.51	🎯$36	$23.41	+31%	-15% so far
TTD	▲ Outperform	Mar 19, 26	Mar 19, 27	$24.11	🎯$32	$19.18	+33%	-20% so far
LYV	▲ Outperform	Feb 20, 26	Feb 20, 27	$162.67	🎯$198	$183.92	+22%	+13% so far
GOOGL	▲ Outperform	Feb 5, 26	Feb 5, 27	$322.86	🎯$400	$367.03	+24%	+14% so far
VZ	▲ Outperform	Feb 2, 26	Feb 2, 27	$44.61	🎯$50	$42.59	+12%	-5% so far
LYV	▲ Outperform	Dec 23, 25	Dec 23, 26	$144.1	🎯$188	$183.92	+30%	+28% so far

Sample (0 recent finished + 8 in progress) of 74 calls.

▸ Energy

62.1%

+17.1%

+21.6%

+0.1% (12)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
SLB	▲ Outperform	Jun 10, 26	Jun 10, 27	$56	🎯$63	$46.42	+13%	-17% so far
DVN	▲ Outperform	Jun 10, 26	Jun 10, 27	$46.6	🎯$54	$42.41	+16%	-9% so far
SLB	▲ Outperform	Apr 27, 26	Apr 27, 27	$55.23	🎯$64	$46.42	+16%	-16% so far
BKR	▲ Outperform	Apr 27, 26	Apr 27, 27	$68.38	🎯$76	$54.47	+11%	-20% so far
EQT	▲ Outperform	Apr 6, 26	Apr 6, 27	$60.69	🎯$70	$51.76	+15%	-15% so far
BKR	▲ Outperform	Feb 11, 26	Feb 11, 27	$61.25	🎯$68	$54.47	+11%	-11% so far
SLB	▲ Outperform	Jan 6, 26	Jan 6, 27	$42.37	🎯$54	$46.42	+27%	+10% so far
EOG	▲ Outperform	Oct 6, 25	Oct 6, 26	$110.45	🎯$149	$134.54	+35%	+22% so far

Sample (0 recent finished + 8 in progress) of 29 calls.

▸ Cons. staples

118

70.3%

+14.7%

+15.3%

+2.2% (47)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
KR	▲ Outperform	Jul 7, 26	Jul 7, 27	$58.54	🎯$78	$58.54	+33%	+0% so far
CASY	▲ Outperform	Jun 23, 26	Jun 23, 27	$801.35	🎯$975	$801.99	+22%	+0% so far
CASY	▲ Outperform	Jun 12, 26	Jun 12, 27	$872.39	🎯$990	$801.99	+13%	-8% so far
SJM	▲ Outperform	Jun 10, 26	Jun 10, 27	$116.83	🎯$120	$113.24	+3%	-3% so far
HSY	▲ Outperform	May 27, 26	May 27, 27	$197.04	🎯$255	$175.95	+29%	-11% so far
SJM	▲ Outperform	May 15, 26	May 15, 27	$103.64	🎯$117	$113.24	+13%	+9% so far
MNST	▲ Outperform	May 8, 26	May 8, 27	$86.41	🎯$95	$96.92	+10%	+12% so far
CLX	▼ Underperform	May 1, 26	May 1, 27	$87.11	🎯$110	$97.41	+26%	+12% so far

Sample (0 recent finished + 8 in progress) of 118 calls.

▸ Finance

190

67.4%

+10.9%

+12.4%

+3.2% (97)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TFC	▲ Outperform	Jul 6, 26	Jul 6, 27	$51.36	🎯$57	$51.36	+11%	+0% so far
STT	▲ Outperform	Jul 6, 26	Jul 6, 27	$179.94	🎯$186	$179.94	+3%	+0% so far
RF	▼ Underperform	Jul 6, 26	Jul 6, 27	$30.59	🎯$31	$30.59	+1%	+0% so far
PNC	▲ Outperform	Jul 6, 26	Jul 6, 27	$254.01	🎯$280	$254.01	+10%	+0% so far
MS	▲ Outperform	Jul 6, 26	Jul 6, 27	$222.04	🎯$233	$222.04	+5%	+0% so far
JPM	▲ Outperform	Jul 6, 26	Jul 6, 27	$339.22	🎯$360	$339.22	+6%	+0% so far
HBAN	▲ Outperform	Jul 6, 26	Jul 6, 27	$18.01	🎯$21	$18.01	+17%	+0% so far
GS	▲ Outperform	Jul 6, 26	Jul 6, 27	$1042.98	🎯$1075	$1042.98	+3%	+0% so far

Sample (0 recent finished + 8 in progress) of 190 calls.

▸ Utilities

74.2%

+8.7%

+10.6%

+0.6% (18)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
ETR	▲ Outperform	Jun 10, 26	Jun 10, 27	$110.48	🎯$121	$115.19	+10%	+4% so far
XEL	▲ Outperform	May 4, 26	May 4, 27	$81.45	🎯$96	$80.67	+18%	-1% so far
NEE	▲ Outperform	May 4, 26	May 4, 27	$96.28	🎯$107	$88.47	+11%	-8% so far
SO	▲ Outperform	Mar 5, 26	Mar 5, 27	$97.48	🎯$111	$97.29	+14%	+0% so far
PEG	▲ Outperform	Mar 5, 26	Mar 5, 27	$83.35	🎯$96	$81.79	+15%	-2% so far
SRE	▲ Outperform	Mar 5, 26	Mar 5, 27	$93.94	🎯$107	$94.59	+14%	+1% so far
PPL	▲ Outperform	Mar 5, 26	Mar 5, 27	$37.96	🎯$44	$36.39	+16%	-4% so far
EXC	▲ Outperform	Mar 5, 26	Mar 5, 27	$48.77	🎯$58	$47.57	+19%	-2% so far

Sample (0 recent finished + 8 in progress) of 66 calls.

▸ Cons. disc.

194

54.6%

+4.3%

+4.6%

+0.2% (78)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TSCO	▲ Outperform	Jul 7, 26	Jul 7, 27	$30.43	🎯$40	$30.43	+31%	+0% so far
LEN	▼ Underperform	Jun 15, 26	Jun 15, 27	$89.75	🎯$87	$86.74	-3%	-3% so far
ULTA	▲ Outperform	Jun 3, 26	Jun 3, 27	$462.52	🎯$635	$453.78	+37%	-2% so far
RL	▲ Outperform	May 26, 26	May 26, 27	$376.23	🎯$440	$395.31	+17%	+5% so far
TJX	▲ Outperform	May 21, 26	May 21, 27	$158.27	🎯$175	$154.11	+11%	-3% so far
TPR	▲ Outperform	May 8, 26	May 8, 27	$133.34	🎯$175	$146.3	+31%	+10% so far
MCD	▲ Outperform	May 8, 26	May 8, 27	$274.6	🎯$350	$282.21	+27%	+3% so far
ABNB	▲ Outperform	May 8, 26	May 8, 27	$137.05	🎯$155	$148.8	+13%	+9% so far

Sample (0 recent finished + 8 in progress) of 194 calls.

▸ Health

147

53.1%

+3.4%

+2.4%

+5.7% (112)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
ZBH	▲ Outperform	Jul 6, 26	Jul 6, 27	$89.41	🎯$110	$89.41	+23%	+0% so far
WST	▲ Outperform	Jul 6, 26	Jul 6, 27	$356.08	🎯$410	$356.08	+15%	+0% so far
WAT	▲ Outperform	Jul 6, 26	Jul 6, 27	$374.93	🎯$410	$374.93	+9%	+0% so far
TMO	▲ Outperform	Jul 6, 26	Jul 6, 27	$516.62	🎯$570	$516.62	+10%	+0% so far
SYK	▲ Outperform	Jul 6, 26	Jul 6, 27	$329.74	🎯$350	$329.74	+6%	+0% so far
RVTY	▲ Outperform	Jul 6, 26	Jul 6, 27	$112.05	🎯$125	$112.05	+12%	+0% so far
PODD	▲ Outperform	Jul 6, 26	Jul 6, 27	$161.55	🎯$180	$161.55	+11%	+0% so far
MTD	▲ Outperform	Jul 6, 26	Jul 6, 27	$1295.59	🎯$1350	$1295.59	+4%	+0% so far

Sample (0 recent finished + 8 in progress) of 147 calls.

▸ Real estate

133

55.6%

+2.1%

+1.0%

+8.3% (43)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
VTR	▲ Outperform	Jul 1, 26	Jul 1, 27	$89.65	🎯$96	$94.07	+7%	+5% so far
ARE	▲ Outperform	Jul 1, 26	Jul 1, 27	$53.01	🎯$60	$49.41	+13%	-7% so far
CBRE	▲ Outperform	Jun 30, 26	Jun 30, 27	$134.69	🎯$169	$143.73	+25%	+7% so far
ESS	▲ Outperform	Jun 29, 26	Jun 29, 27	$291.59	🎯$297	$298.32	+2%	+2% so far
ESS	▲ Outperform	Jun 1, 26	Jun 1, 27	$277.57	🎯$295	$298.32	+6%	+7% so far
ARE	▲ Outperform	May 4, 26	May 4, 27	$43.8	🎯$55	$49.41	+26%	+13% so far
UDR	▲ Outperform	May 1, 26	May 1, 27	$36.36	🎯$42	$41.24	+16%	+13% so far
INVH	▲ Outperform	May 1, 26	May 1, 27	$28.53	🎯$32	$30.2	+12%	+6% so far

Sample (0 recent finished + 8 in progress) of 133 calls.

▸ Materials

41.7%

-5.9%

-11.4%

+4.9% (6)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
SHW	▲ Outperform	May 8, 26	May 8, 27	$312.7	🎯$400	$342.26	+28%	+9% so far
SHW	▲ Outperform	Apr 29, 26	Apr 29, 27	$321.61	🎯$390	$342.26	+21%	+6% so far
ECL	▲ Outperform	Feb 18, 26	Feb 18, 27	$302.59	🎯$312	$283.08	+3%	-6% so far
APD	▲ Outperform	Nov 11, 25	Nov 11, 26	$262.23	🎯$325	$305.05	+24%	+16% so far
ECL	▲ Outperform	Nov 3, 25	Nov 3, 26	$257.45	🎯$300	$283.08	+17%	+10% so far
SHW	▲ Outperform	Aug 26, 25	Aug 26, 26	$366.46	🎯$400	$342.26	+9%	-7% so far
DOW	▲ Outperform	Dec 18, 24	Dec 18, 25	$40.15	🎯$56	$22.89	+39%	-42.6%
LIN	▲ Outperform	Dec 17, 24	Dec 17, 25	$430.2	🎯$490	$421.6	+14%	-1.8%

Sample (2 recent finished + 6 in progress) of 24 calls.

The stocks Evercore ISI Group covers (track record per stock)

Stock

Calls

% profitable

Avg gain 2015+

Avg gain 2020+

Last 12 months

▸ GEV GE Vernova

100%

+151.8%

+21.9% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
GEV	▲ Outperform	Apr 23, 26	Apr 23, 27	$1149.19	🎯$1350	$1077.08	+17%	-6% so far
GEV	▲ Outperform	Jan 29, 26	Jan 29, 27	$717.39	🎯$905	$1077.08	+26%	+50% so far
GEV	▲ Outperform	Dec 11, 24	Dec 11, 25	$329.91	🎯$390	$673.02	+18%	+103.6%
GEV	▲ Outperform	Oct 24, 24	Oct 24, 25	$293.54	🎯$323	$584.14	+10%	+99.1%
GEV	▲ Outperform	Oct 3, 24	Oct 3, 25	$265.59	🎯$300	$602.89	+13%	+127.1%
GEV	▲ Outperform	Sep 12, 24	Sep 12, 25	$225.59	🎯$240	$629.4	+6%	+178.7%
GEV	▲ Outperform	Jul 25, 24	Jul 25, 25	$173.11	🎯$202	$647.43	+17%	+274.1%
GEV	▲ Outperform	Apr 18, 24	Apr 18, 25	$137.22	🎯$174	$312.86	+27%	+128.2%

▸ LRCX Lam Research

66.7%

+105.2%

+122.7%

+26.6% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
LRCX	▲ Outperform	Apr 23, 26	Apr 23, 27	$267.78	🎯$300	$326.13	+12%	+22% so far
LRCX	▲ Outperform	Jan 29, 26	Jan 29, 27	$248.17	🎯$275	$326.13	+11%	+31% so far
LRCX	▲ Outperform	Apr 24, 25	Apr 24, 26	$70.9	🎯$99	$268	+40%	+277.7%
LRCX	▲ Outperform	Apr 16, 24	Apr 16, 25	$96.32	🎯$1200	$65.5	+1146%	-32.4%
LRCX	▲ Outperform	Sep 3, 19	Sep 2, 20	$21.29	—	$36.19	—	+70.3%

▸ AMD Advanced Micro Devices

60%

+110.7%

+123.3% (7)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
AMD	▲ Outperform	May 19, 26	May 19, 27	$414.05	🎯$579	$516.11	+40%	+25% so far
AMD	▲ Outperform	Feb 25, 26	Feb 25, 27	$210.86	🎯$358	$516.11	+70%	+145% so far
AMD	▲ Outperform	Feb 4, 26	Feb 4, 27	$200.19	🎯$328	$516.11	+64%	+158% so far
AMD	▲ Outperform	Nov 12, 25	Nov 12, 26	$258.89	🎯$283	$516.11	+9%	+99% so far
AMD	▲ Outperform	Nov 5, 25	Nov 5, 26	$256.33	🎯$270	$516.11	+5%	+101% so far
AMD	▲ Outperform	Oct 7, 25	Oct 7, 26	$235.56	🎯$240	$516.11	+2%	+119% so far
AMD	▲ Outperform	Aug 6, 25	Aug 6, 26	$163.12	🎯$188	$516.11	+15%	+216% so far
AMD	▲ Outperform	Jun 13, 25	Jun 13, 26	$126.39	🎯$144	$547.27	+14%	+333%

▸ NVDA Nvidia

93.8%

+101.1%

+93.5%

+5.4% (4)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
NVDA	▲ Outperform	May 21, 26	May 21, 27	$215.33	🎯$413	$196.93	+92%	-9% so far
NVDA	▲ Outperform	Nov 20, 25	Nov 20, 26	$178.88	🎯$352	$196.93	+97%	+10% so far
NVDA	▲ Outperform	Sep 23, 25	Sep 23, 26	$178.43	🎯$225	$196.93	+26%	+10% so far
NVDA	▲ Outperform	Aug 22, 25	Aug 22, 26	$179.81	🎯$214	$196.93	+19%	+10% so far
NVDA	▲ Outperform	Apr 16, 25	Apr 16, 26	$104.49	🎯$190	$198.53	+82%	+89.8%
NVDA	▲ Outperform	Feb 25, 25	Feb 25, 26	$126.63	🎯$190	$195.01	+50%	+54.4%
NVDA	▲ Outperform	Nov 21, 24	Nov 21, 25	$146.67	🎯$190	$178.94	+30%	+22%
NVDA	▲ Outperform	Aug 23, 24	Aug 23, 25	$129.37	🎯$150	$179.82	+16%	+39%

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

▸ TPR Tapestry, Inc.

100%

+93.1%

+20.6% (5)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TPR	▲ Outperform	May 8, 26	May 8, 27	$133.34	🎯$175	$146.3	+31%	+10% so far
TPR	▲ Outperform	Feb 27, 26	Feb 27, 27	$155.47	🎯$180	$146.3	+16%	-6% so far
TPR	▲ Outperform	Feb 3, 26	Feb 3, 27	$127.03	🎯$150	$146.3	+18%	+15% so far
TPR	▲ Outperform	Nov 3, 25	Nov 3, 26	$106.39	🎯$129	$146.3	+21%	+38% so far
TPR	▲ Outperform	Aug 15, 25	Aug 15, 26	$99.91	🎯$125	$146.3	+25%	+46% so far
TPR	▲ Outperform	Jan 27, 25	Jan 27, 26	$73.79	🎯$74	$126.18	+0%	+70.8%
TPR	▲ Outperform	Oct 25, 24	Oct 25, 25	$50.47	🎯$63	$115.07	+25%	+127.8%
TPR	▲ Outperform	Feb 5, 24	Feb 4, 25	$40.37	🎯$50	$73.07	+24%	+80.7%

▸ META Meta Platforms

100%

+89.4%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
META	▲ Outperform	Aug 1, 24	Aug 1, 25	$497.74	🎯$600	$751.59	+21%	+50.7%
META	▲ Outperform	Apr 27, 23	Apr 26, 24	$238.56	🎯$350	$443.72	+47%	+85.8%
META	▲ Outperform	Mar 14, 23	Mar 13, 24	$197.75	🎯$305	$492.4	+54%	+148.7%
META	▲ Outperform	Feb 2, 23	Feb 2, 24	$188.77	🎯$275	$475.7	+46%	+151.6%
META	▲ Outperform	Jul 28, 22	Jul 28, 23	$159.1	🎯$240	$318.2	+51%	+100.3%
META	▲ Outperform	Jul 7, 22	Jul 7, 23	$170.88	🎯$280	$293.91	+64%	+72.1%
META	▲ Outperform	Apr 28, 22	Apr 28, 23	$205.73	🎯$325	$240.7	+58%	+16.8%

▸ AMAT Applied Materials

83.3%

+80.2%

+138.4% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
AMAT	▲ Outperform	May 15, 26	May 15, 27	$413.57	🎯$515	$554.5	+25%	+34% so far
AMAT	▲ Outperform	Aug 15, 25	Aug 15, 26	$161.76	🎯$209	$554.5	+29%	+243% so far
AMAT	▲ Outperform	Jun 1, 25	Jun 1, 26	$157.27	🎯$220	$490.68	+40%	+211.6%
AMAT	▲ Outperform	May 16, 25	May 16, 26	$165.94	🎯$209	$413.19	+26%	+149.2%
AMAT	▲ Outperform	Nov 15, 24	Nov 15, 25	$168.88	🎯$250	$227.99	+48%	+35.4%
AMAT	▲ Outperform	Apr 16, 24	Apr 16, 25	$209.48	🎯$260	$138.26	+24%	-34%
AMAT	▲ Outperform	May 19, 23	May 18, 24	$126.95	🎯$135	$219.62	+6%	+73.3%
AMAT	▲ Outperform	Nov 18, 22	Nov 18, 23	$104.7	🎯$120	$152.86	+15%	+45.7%

▸ DELL Dell Technologies

64.7%

+71.2%

+76.0%

+111.4% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
DELL	▲ Outperform	May 29, 26	May 29, 27	$465.96	🎯$450	$417.28	-3%	-10% so far
DELL	▲ Outperform	Mar 26, 26	Mar 26, 27	$171.81	🎯$205	$417.28	+19%	+143% so far
DELL	▲ Outperform	Aug 15, 25	Aug 15, 26	$138.28	🎯$160	$417.28	+16%	+202% so far
DELL	▲ Outperform	Jun 20, 25	Jun 20, 26	$118.02	🎯$150	$418.97	+27%	+254.8%
DELL	▲ Outperform	May 23, 25	May 23, 26	$113.99	🎯$140	$305.49	+23%	+167.6%
DELL	▲ Outperform	Apr 28, 25	Apr 28, 26	$93.78	🎯$120	$205.38	+28%	+119.3%
DELL	▲ Outperform	Nov 20, 24	Nov 20, 25	$138.92	🎯$150	$122.25	+8%	-11.8%
DELL	▲ Outperform	Aug 28, 24	Aug 28, 25	$110.74	🎯$140	$121.81	+26%	+10.3%

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

▸ VRT Vertiv

83.3%

+69.7%

+49.9% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
VRT	▲ Outperform	May 12, 26	May 12, 27	$369.99	🎯$425	$305.58	+15%	-17% so far
VRT	▲ Outperform	Oct 20, 25	Oct 20, 26	$174.8	🎯$200	$305.58	+14%	+75% so far
VRT	▲ Outperform	Oct 6, 25	Oct 6, 26	$158.87	🎯$180	$305.58	+13%	+92% so far
VRT	▲ Outperform	May 27, 25	May 27, 26	$109.22	🎯$150	$314.55	+37%	+187.7%
VRT	▲ Outperform	Jan 17, 25	Jan 17, 26	$143.13	🎯$145	$174.62	+1%	+22.4%
VRT	▲ Outperform	Oct 24, 24	Oct 24, 25	$112.17	🎯$135	$192.93	+20%	+72%
VRT	▲ Outperform	Oct 7, 24	Oct 7, 25	$106.82	🎯$125	$167.71	+17%	+56.7%
VRT	▲ Outperform	Aug 15, 24	Aug 15, 25	$79.42	🎯$105	$135.81	+32%	+70.9%

Sample (5 recent finished + 3 in progress) of 12 calls.

▸ VST Vistra Corp.

100%

+52.1%

+67.8%

-17.3% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
VST	▲ Outperform	Nov 7, 25	Nov 7, 26	$188.28	🎯$243	$155.73	+29%	-17% so far
VST	▲ Outperform	Apr 4, 24	Apr 4, 25	$75.33	🎯$79	$102.45	+5%	+36.3%
VST	▲ Outperform	Mar 18, 24	Mar 18, 25	$62.48	🎯$72	$124.34	+15%	+99.2%
VST	▲ Outperform	Oct 20, 17	Oct 20, 18	$19.03	🎯$21.5	$23.03	+13%	+20.9%

▸ PWR Quanta Services

100%

+67.7%

+28.1% (5)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
PWR	▲ Outperform	May 1, 26	May 1, 27	$742.21	🎯$800	$656.79	+8%	-12% so far
PWR	▲ Outperform	Apr 1, 26	Apr 1, 27	$560.63	🎯$635	$656.79	+13%	+17% so far
PWR	▲ Outperform	Feb 20, 26	Feb 20, 27	$552.66	🎯$604	$656.79	+9%	+19% so far
PWR	▲ Outperform	Oct 31, 25	Oct 31, 26	$450.82	🎯$480	$656.79	+6%	+46% so far
PWR	▲ Outperform	Aug 8, 25	Aug 8, 26	$386.15	🎯$410	$656.79	+6%	+70% so far
PWR	▲ Outperform	May 2, 25	May 2, 26	$321.14	🎯$360	$757.89	+12%	+135.8%
PWR	▲ Outperform	May 7, 24	May 7, 25	$264.98	🎯$288	$325.93	+9%	+23.1%
PWR	▲ Outperform	Feb 13, 24	Feb 12, 25	$206.84	🎯$237	$297.85	+15%	+44.2%

▸ CMI Cummins

100%

+46.5%

+59.3%

+12.4% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CMI	▲ Outperform	Feb 23, 26	Feb 23, 27	$587.36	🎯$694	$660.14	+18%	+12% so far
CMI	▲ Outperform	May 19, 25	May 19, 26	$336.65	🎯$419	$659.83	+24%	+95.9%
CMI	▲ Outperform	Feb 19, 25	Feb 19, 26	$384.39	🎯$451	$591.96	+17%	+54.3%
CMI	▲ Outperform	Nov 13, 24	Nov 13, 25	$366.34	🎯$408	$468.92	+11%	+27.6%
CMI	▲ Outperform	Nov 8, 19	Nov 7, 20	$186.27	—	$229.11	—	+22.9%
CMI	▲ Buy	Nov 7, 16	Nov 7, 17	$130.34	—	$172.05	—	+31.9%

▸ AVGO Broadcom

100%

+51.4%

+57.2%

+11.0% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
AVGO	▲ Outperform	Mar 5, 26	Mar 5, 27	$332.77	🎯$582	$370.78	+75%	+11% so far
AVGO	▲ Outperform	Sep 5, 25	Sep 5, 26	$334.89	🎯$370	$370.78	+10%	+11% so far
AVGO	▲ Outperform	Sep 4, 25	Sep 4, 26	$334.89	🎯$342	$370.78	+2%	+11% so far
AVGO	▲ Outperform	Jun 6, 25	Jun 6, 26	$244.28	🎯$304	$395.73	+24%	+62.4%
AVGO	▲ Outperform	Dec 13, 24	Dec 13, 25	$224.8	🎯$250	$339.45	+11%	+51.2%
AVGO	▲ Outperform	Jun 13, 24	Jun 13, 25	$167.9	🎯$2010	$248.49	+1097%	+48.1%
AVGO	▲ Outperform	Apr 16, 24	Apr 16, 25	$132.91	🎯$1620	$174.11	+1119%	+31.4%
AVGO	▲ Outperform	Sep 1, 23	Aug 31, 24	$87.22	🎯$1000	$152.64	+1047%	+75.2%

Sample (5 recent finished + 3 in progress) of 9 calls.

▸ CRWD CrowdStrike

85.7%

+56.5%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CRWD	▲ Outperform	Mar 5, 25	Mar 5, 26	$86.93	🎯$450	$106.92	+418%	+23.4%
CRWD	▲ Outperform	Nov 25, 24	Nov 25, 25	$91.07	🎯$400	$125.68	+339%	+37.7%
CRWD	▲ Outperform	Jul 30, 24	Jul 30, 25	$57.99	🎯$325	$113.66	+460%	+96%
CRWD	▲ Outperform	Jul 19, 24	Jul 19, 25	$65.98	🎯$350	$120.08	+430%	+82.5%
CRWD	▲ Outperform	Mar 6, 24	Mar 6, 25	$82.42	🎯$405	$83.24	+391%	+1.2%
CRWD	▲ Outperform	Mar 8, 23	Mar 7, 24	$32.23	🎯$190	$82.51	+490%	+155.7%
CRWD	▲ Outperform	Oct 6, 22	Oct 6, 23	$44.6	🎯$250	$44.15	+461%	-0.9%

▸ CIEN Ciena

100%

+36.3%

+54.3%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CIEN	▲ Outperform	Feb 23, 24	Feb 22, 25	$56.16	🎯$63	$80.31	+12%	+43.2%
CIEN	▲ Outperform	Jan 12, 24	Jan 11, 25	$49.72	🎯$57	$82.04	+15%	+65.4%
CIEN	▲ Outperform	Sep 11, 19	Sep 10, 20	$40.43	🎯$48	$40.43	+19%	+0.4%

▸ ANET Arista Networks

100%

+53.0%

+18.7% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
ANET	▲ Outperform	Feb 13, 26	Feb 13, 27	$142.58	🎯$200	$166.46	+40%	+17% so far
ANET	▲ Outperform	Sep 12, 25	Sep 12, 26	$139.39	🎯$175	$166.46	+26%	+19% so far
ANET	▲ Outperform	Aug 6, 25	Aug 6, 26	$138.78	🎯$150	$166.46	+8%	+20% so far
ANET	▲ Outperform	Jun 23, 25	Jun 23, 26	$94.97	🎯$110	$161.45	+16%	+70.3%
ANET	▲ Outperform	Apr 15, 25	Apr 15, 26	$73.2	🎯$100	$154.45	+37%	+110.8%
ANET	▲ Outperform	Jan 17, 25	Jan 17, 26	$119.95	🎯$130	$127.15	+8%	+6.3%
ANET	▲ Outperform	Oct 1, 24	Oct 1, 25	$97.4	🎯$425	$144.15	+336%	+48.3%
ANET	▲ Outperform	Sep 13, 24	Sep 13, 25	$89.94	🎯$400	$145.7	+345%	+61.7%

Sample (5 recent finished + 3 in progress) of 13 calls.

▸ NFLX Netflix

80%

+44.7%

+52.3%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
NFLX	▲ Outperform	Apr 21, 25	Apr 21, 26	$104.03	🎯$1150	$93.63	+1005%	-10.4%
NFLX	▲ Outperform	Jan 22, 25	Jan 22, 26	$95.4	🎯$1100	$83.95	+1053%	-12.4%
NFLX	▲ Outperform	Dec 2, 24	Dec 2, 25	$89.77	🎯$950	$109.52	+958%	+21.8%
NFLX	▲ Outperform	Oct 18, 24	Oct 18, 25	$77.21	🎯$775	$123.54	+904%	+60.4%
NFLX	▲ Outperform	Aug 27, 24	Aug 27, 25	$69.57	🎯$750	$122.44	+978%	+75.9%
NFLX	▲ Outperform	Jul 19, 24	Jul 19, 25	$63.33	🎯$710	$123.49	+1021%	+94.7%
NFLX	▲ Outperform	May 28, 24	May 28, 25	$64.9	🎯$700	$120.71	+979%	+86.2%
NFLX	▲ Outperform	Apr 19, 24	Apr 19, 25	$55.46	🎯$650	$98.72	+1072%	+78.1%

Sample (8 recent finished + 0 in progress) of 15 calls.

▸ APH Amphenol

100%

+46.7%

+51.8%

+30.3% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
APH	▲ Outperform	Apr 30, 26	Apr 30, 27	$142.3	🎯$180	$158.61	+26%	+11% so far
APH	▲ Outperform	Oct 7, 25	Oct 7, 26	$125.79	🎯$150	$158.61	+19%	+26% so far
APH	▲ Outperform	Jul 18, 25	Jul 18, 26	$103.34	🎯$110	$158.61	+6%	+53% so far
APH	▲ Outperform	Jun 5, 25	Jun 5, 26	$93.36	🎯$105	$143.77	+12%	+53.8%
APH	▲ Outperform	Mar 27, 25	Mar 27, 26	$66.59	🎯$88	$119.2	+32%	+78.9%
APH	▲ Outperform	Oct 24, 24	Oct 24, 25	$69.41	🎯$80	$136.04	+15%	+95.8%
APH	▲ Outperform	Jun 13, 24	Jun 13, 25	$68.27	—	$93.53	—	+36.8%
APH	▲ Outperform	Apr 25, 24	Apr 25, 25	$60.24	🎯$130	$75.9	+116%	+26%

▸ MU Micron Technology

100%

+74.9%

+49.6%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
MU	▲ Outperform	Dec 21, 23	Dec 20, 24	$86.49	🎯$100	$89.95	+16%	+3.7%
MU	▲ Outperform	Sep 26, 23	Sep 25, 24	$68.21	🎯$90	$109.82	+32%	+61.1%
MU	▲ Outperform	Mar 27, 23	Mar 26, 24	$59.79	🎯$75	$118.98	+25%	+98.7%
MU	▲ Outperform	Sep 26, 22	Sep 26, 23	$50.58	🎯$70	$68.28	+38%	+34.9%
MU	▲ Buy	Mar 31, 16	Mar 31, 17	$10.47	🎯$16	$28.9	+53%	+176%

▸ CAH Cardinal Health

80%

+33.2%

+47.6%

+32.9% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CAH	▲ Outperform	Apr 8, 26	Apr 8, 27	$215.8	🎯$240	$239.71	+11%	+11% so far
CAH	▲ Outperform	Oct 31, 25	Oct 31, 26	$190.77	🎯$220	$239.71	+15%	+26% so far
CAH	▲ Outperform	Aug 13, 25	Aug 13, 26	$148.12	🎯$190	$239.71	+28%	+62% so far
CAH	▲ Outperform	Jun 12, 25	Jun 12, 26	$161.41	🎯$180	$225.97	+12%	+40.3%
CAH	▲ Outperform	Jun 2, 25	Jun 2, 26	$155.48	🎯$175	$195.9	+13%	+26%
CAH	▲ Outperform	Jan 7, 25	Jan 7, 26	$121.4	🎯$140	$207.59	+15%	+70.7%
CAH	▲ Outperform	May 18, 22	May 18, 23	$55.68	🎯$68	$85.75	+22%	+53.7%
CAH	▲ Outperform	Apr 6, 17	Apr 6, 18	$82.71	—	$62.03	—	-24.6%

▸ UAL United Airlines Holdings

60%

+32.5%

+47.3%

+25.1% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
UAL	▲ Outperform	Jun 25, 26	Jun 25, 27	$136.11	🎯$160	$128.31	+18%	-6% so far
UAL	▲ Outperform	Mar 12, 26	Mar 12, 27	$86.6	🎯$125	$128.31	+44%	+48% so far
UAL	▲ Outperform	Sep 29, 25	Sep 29, 26	$96.5	🎯$135	$128.31	+40%	+33% so far
UAL	▲ Outperform	Apr 11, 25	Apr 11, 26	$65.69	🎯$100	$95.25	+52%	+44.9%
UAL	▲ Outperform	Feb 9, 24	Feb 8, 25	$42.33	🎯$65	$106.25	+54%	+150.6%
UAL	▲ Outperform	Jan 2, 20	Jan 1, 21	$89.74	—	$41.28	—	-53.6%
UAL	▲ Outperform	Oct 25, 17	Oct 25, 18	$59.92	—	$85.69	—	+42.9%
UAL	▲ Buy	Apr 24, 15	Apr 23, 16	$63.51	—	$49.54	—	-22.3%

▸ ORCL Oracle Corporation

90%

+42.1%

+45.9%

-39.2% (6)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
ORCL	▲ Outperform	Jun 8, 26	Jun 8, 27	$205.81	🎯$245	$141.6	+19%	-31% so far
ORCL	▲ Outperform	Mar 5, 26	Mar 5, 27	$154.79	🎯$220	$141.6	+42%	-9% so far
ORCL	▲ Outperform	Oct 17, 25	Oct 17, 26	$277.18	🎯$385	$141.6	+39%	-49% so far
ORCL	▲ Outperform	Oct 10, 25	Oct 10, 26	$292.96	🎯$350	$141.6	+19%	-52% so far
ORCL	▲ Outperform	Sep 10, 25	Sep 10, 26	$328.33	🎯$340	$141.6	+4%	-57% so far
ORCL	▲ Outperform	Jul 14, 25	Jul 14, 26	$229.28	🎯$270	$141.6	+18%	-38% so far
ORCL	▲ Outperform	Jun 12, 25	Jun 12, 26	$215.22	🎯$215	$193.7	+0%	-10.5%
ORCL	▲ Outperform	Mar 11, 25	Mar 11, 26	$144.18	🎯$185	$162.92	+28%	+13.1%

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

▸ CASY Casey's

100%

+42.8%

+19.8% (9)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CASY	▲ Outperform	Jun 23, 26	Jun 23, 27	$801.35	🎯$975	$801.99	+22%	+0% so far
CASY	▲ Outperform	Jun 12, 26	Jun 12, 27	$872.39	🎯$990	$801.99	+13%	-8% so far
CASY	▲ Outperform	Apr 21, 26	Apr 21, 27	$781.82	🎯$780	$801.99	+0%	+3% so far
CASY	▲ Outperform	Apr 7, 26	Apr 7, 27	$758.37	🎯$775	$801.99	+2%	+6% so far
CASY	▲ Outperform	Mar 11, 26	Mar 11, 27	$673.81	🎯$765	$801.99	+14%	+19% so far
CASY	▲ Outperform	Feb 24, 26	Feb 24, 27	$675.74	🎯$665	$801.99	-2%	+19% so far
CASY	▲ Outperform	Dec 2, 25	Dec 2, 26	$555.3	🎯$610	$801.99	+10%	+44% so far
CASY	▲ Outperform	Oct 21, 25	Oct 21, 26	$545.15	🎯$585	$801.99	+7%	+47% so far

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

▸ CHRW C.H. Robinson

75%

+30.8%

+42.0%

+14.7% (7)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CHRW	▲ Outperform	Jul 1, 26	Jul 1, 27	$191.27	🎯$224	$190.95	+17%	+0% so far
CHRW	▲ Outperform	Apr 30, 26	Apr 30, 27	$177.3	🎯$222	$190.95	+25%	+8% so far
CHRW	▲ Outperform	Mar 27, 26	Mar 27, 27	$161.92	🎯$205	$190.95	+27%	+18% so far
CHRW	▲ Outperform	Jan 29, 26	Jan 29, 27	$193.72	🎯$219	$190.95	+13%	-1% so far
CHRW	▲ Outperform	Jan 13, 26	Jan 13, 27	$172.31	🎯$196	$190.95	+14%	+11% so far
CHRW	▲ Outperform	Oct 30, 25	Oct 30, 26	$153.99	🎯$175	$190.95	+14%	+24% so far
CHRW	▲ Outperform	Sep 30, 25	Sep 30, 26	$132.66	🎯$155	$190.95	+17%	+44% so far
CHRW	▲ Outperform	May 1, 25	May 1, 26	$90.28	🎯$110	$176.95	+22%	+96.4%

▸ ETN Eaton Corporation

100%

+32.6%

+40.7%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
ETN	▲ Outperform	Aug 19, 24	Aug 19, 25	$296.24	🎯$333	$346.6	+12%	+16.9%
ETN	▲ Outperform	Feb 20, 24	Feb 19, 25	$277.16	🎯$308	$307.65	+11%	+11.4%
ETN	▲ Outperform	May 9, 23	May 8, 24	$170.55	🎯$221	$330.87	+30%	+93.7%
ETN	▲ Outperform	May 7, 18	May 7, 19	$74.7	—	$80.68	—	+8.5%

% 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.