Is JP Morgan a reliable analyst?

In short — Over 1 year, 63.1% of JP Morgan's targets proved profitable, for an average gain of +14.9% per call (all calls, winners and losers) — i.e. +3.3% vs its sector, across 3205 timestamped calls replayed against real prices. JPI verdict: fairly reliable. An analyst can be good in one sector and poor in another — details below.

63.1%profitable calls

+14.9%avg gain / call

+3.3%vs sector

3205scored calls

In which sectors is JP Morgan reliable?

Sector

Calls

% profitable

Avg gain 2015+

Avg gain 2020+

Last 12 months

▸ Tech

573

68.6%

+36.8%

+41.8%

+46.5% (172)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TYL	▲ Overweight	Jun 23, 26	Jun 23, 27	$279.14	🎯$525	$321.45	+88%	+15% so far
IBM	▲ Overweight	Jun 23, 26	Jun 23, 27	$264.94	🎯$291	$306.13	+10%	+16% so far
GDDY	▲ Overweight	Jun 18, 26	Jun 18, 27	$74.99	🎯$124	$89.32	+65%	+19% so far
JBL	▲ Overweight	Jun 18, 26	Jun 18, 27	$377.24	🎯$450	$321.08	+19%	-15% so far
JBL	▲ Overweight	Jun 13, 26	Jun 13, 27	$385.63	🎯$395	$321.08	+2%	-17% so far
WDC	▲ Overweight	Jun 12, 26	Jun 12, 27	$653.53	🎯$650	$532.1	-1%	-19% so far
STX	▲ Overweight	Jun 12, 26	Jun 12, 27	$1018.8	🎯$920	$827.64	-10%	-19% so far
ADBE	▲ Overweight	Jun 12, 26	Jun 12, 27	$206.36	🎯$340	$221.54	+65%	+7% so far

Sample (0 recent finished + 8 in progress) of 573 calls.

▸ Comm.

158

75.9%

+27.0%

+29.3%

+14.8% (29)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
DIS	▲ Overweight	Jun 30, 26	Jun 30, 27	$95.71	🎯$140	$97.48	+46%	+2% so far
DIS	▲ Overweight	May 7, 26	May 7, 27	$108.02	🎯$139	$97.48	+29%	-10% so far
LYV	▲ Overweight	May 6, 26	May 6, 27	$165.75	🎯$180	$183.92	+9%	+11% so far
GOOG	▲ Overweight	Apr 30, 26	Apr 30, 27	$383.22	🎯$460	$363.62	+20%	-5% so far
TMUS	▲ Overweight	Apr 29, 26	Apr 29, 27	$195.5	🎯$275	$184.73	+41%	-6% so far
NFLX	▲ Overweight	Mar 2, 26	Mar 2, 27	$97.09	🎯$120	$76.18	+24%	-22% so far
LYV	▲ Overweight	Feb 20, 26	Feb 20, 27	$158.28	🎯$180	$183.92	+14%	+16% so far
GOOGL	▲ Overweight	Feb 5, 26	Feb 5, 27	$322.86	🎯$395	$367.03	+22%	+14% so far

Sample (0 recent finished + 8 in progress) of 158 calls.

▸ Industry

465

58.5%

+16.0%

+20.5%

+12.7% (133)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
HON	▲ Overweight	Jul 7, 26	Jul 7, 27	$225.05	🎯$250	$225.05	+11%	+0% so far
PAYX	▼ Underweight	Jun 25, 26	Jun 25, 27	$99.9	🎯$105	$108.12	+5%	+8% so far
FDX	▲ Overweight	May 27, 26	May 27, 27	$331.51	🎯$460	$312.88	+39%	-6% so far
AOS	▼ Underweight	May 15, 26	May 15, 27	$56.01	🎯$60	$61.31	+7%	+9% so far
FTV	▼ Underweight	May 12, 26	May 12, 27	$59.42	🎯$64	$62.55	+8%	+5% so far
HWM	▲ Overweight	May 11, 26	May 11, 27	$269.76	🎯$310	$275.43	+15%	+2% so far
PH	▲ Overweight	May 7, 26	May 7, 27	$878.83	🎯$1060	$957.51	+21%	+9% so far
UBER	▲ Overweight	May 7, 26	May 7, 27	$75.45	🎯$110	$74.33	+46%	-1% so far

Sample (0 recent finished + 8 in progress) of 465 calls.

▸ Energy

159

63.5%

+8.3%

+16.1%

+13.6% (21)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
WMB	▲ Overweight	Jul 1, 26	Jul 1, 27	$73.14	🎯$89	$75.08	+22%	+3% so far
BKR	▲ Overweight	Apr 27, 26	Apr 27, 27	$67.67	🎯$74	$54.47	+9%	-20% so far
SLB	▲ Overweight	Apr 27, 26	Apr 27, 27	$55.65	🎯$61	$46.42	+10%	-17% so far
HAL	▲ Overweight	Apr 22, 26	Apr 22, 27	$39.65	🎯$42	$33.79	+6%	-15% so far
XOM	▲ Overweight	Apr 9, 26	Apr 9, 27	$152.51	🎯$170	$141.69	+11%	-7% so far
EQT	▲ Overweight	Mar 17, 26	Mar 17, 27	$63.52	🎯$72	$51.76	+13%	-19% so far
BKR	▲ Overweight	Jan 27, 26	Jan 27, 27	$56.5	🎯$60	$54.47	+6%	-4% so far
SLB	▲ Overweight	Jan 26, 26	Jan 26, 27	$50.66	🎯$54	$46.42	+7%	-8% so far

Sample (0 recent finished + 8 in progress) of 159 calls.

▸ Cons. disc.

445

60.9%

+8.8%

+12.2%

+0.4% (108)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
LEN	▼ Underweight	Jun 16, 26	Jun 16, 27	$89.78	🎯$77	$86.74	-14%	-3% so far
TPR	▲ Overweight	Jun 12, 26	Jun 12, 27	$150.99	🎯$205	$146.3	+36%	-3% so far
MGM	▲ Overweight	Jun 12, 26	Jun 12, 27	$48.62	🎯$53	$46.64	+9%	-4% so far
CMG	▲ Overweight	Jun 5, 26	Jun 5, 27	$29.34	🎯$35	$34.35	+19%	+17% so far
ULTA	▲ Overweight	Jun 3, 26	Jun 3, 27	$462.52	🎯$631	$453.78	+36%	-2% so far
MGM	▲ Overweight	May 27, 26	May 27, 27	$42.93	🎯$46	$46.64	+7%	+9% so far
AZO	▲ Overweight	May 27, 26	May 27, 27	$3007.08	🎯$3850	$3074.86	+28%	+2% so far
LOW	▲ Overweight	May 21, 26	May 21, 27	$215.03	🎯$279	$220.9	+30%	+3% so far

Sample (0 recent finished + 8 in progress) of 445 calls.

▸ Utilities

136

63.2%

+7.7%

+11.0%

-0.6% (37)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
AEE	▲ Overweight	May 21, 26	May 21, 27	$111.29	🎯$126	$114.43	+13%	+3% so far
PCG	▲ Overweight	May 15, 26	May 15, 27	$15.85	🎯$23	$17.18	+45%	+8% so far
XEL	▲ Overweight	May 14, 26	May 14, 27	$77.92	🎯$91	$80.67	+17%	+4% so far
PPL	▲ Overweight	May 14, 26	May 14, 27	$34.88	🎯$42	$36.39	+20%	+4% so far
CMS	▲ Overweight	May 14, 26	May 14, 27	$71.64	🎯$82	$77.02	+14%	+8% so far
NEE	▲ Overweight	May 13, 26	May 13, 27	$95.68	🎯$105	$88.47	+10%	-8% so far
ETR	▲ Overweight	May 13, 26	May 13, 27	$112.9	🎯$129	$115.19	+14%	+2% so far
VST	▲ Overweight	May 1, 26	May 1, 27	$155.28	🎯$231	$155.73	+49%	+0% so far

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

▸ Health

274

62%

+11.5%

+9.9%

+5.4% (56)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
LLY	▲ Overweight	Jul 7, 26	Jul 7, 27	$1235.56	🎯$1400	$1235.56	+13%	+0% so far
UNH	▲ Overweight	Jun 8, 26	Jun 8, 27	$413	🎯$466	$428.19	+13%	+4% so far
ELV	▲ Overweight	Jun 8, 26	Jun 8, 27	$424.43	🎯$476	$418.85	+12%	-1% so far
REGN	▲ Overweight	May 18, 26	May 18, 27	$630.3	🎯$850	$676.23	+35%	+7% so far
CVS	▲ Overweight	May 12, 26	May 12, 27	$98.11	🎯$111	$104.33	+13%	+6% so far
ZTS	▲ Overweight	May 8, 26	May 8, 27	$76.67	🎯$130	$76.29	+70%	+0% so far
MCK	▲ Overweight	May 8, 26	May 8, 27	$725.17	🎯$1015	$807.33	+40%	+11% so far
PODD	▲ Overweight	May 7, 26	May 7, 27	$154.16	🎯$275	$161.55	+78%	+5% so far

Sample (0 recent finished + 8 in progress) of 274 calls.

▸ Materials

173

59.5%

+8.0%

+8.7%

+13.0% (50)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
NUE	▲ Overweight	Jun 10, 26	Jun 10, 27	$260.9	🎯$282	$227.42	+8%	-13% so far
BALL	▲ Overweight	May 18, 26	May 18, 27	$55.8	🎯$60	$62.66	+8%	+12% so far
MOS	▼ Underweight	May 12, 26	May 12, 27	$22.78	🎯$19	$21.12	-17%	-7% so far
AMCR	▲ Overweight	May 7, 26	May 7, 27	$39.93	🎯$44	$44.45	+10%	+11% so far
IFF	▲ Overweight	May 7, 26	May 7, 27	$81.05	🎯$92	$81.83	+14%	+1% so far
LIN	▲ Overweight	May 4, 26	May 4, 27	$500.29	🎯$530	$538.23	+6%	+8% so far
SW	▲ Overweight	May 1, 26	May 1, 27	$37.97	🎯$62	$45	+63%	+19% so far
APD	▲ Overweight	May 1, 26	May 1, 27	$298.35	🎯$330	$305.05	+11%	+2% so far

Sample (0 recent finished + 8 in progress) of 173 calls.

▸ Finance

385

66%

+6.3%

+4.2%

+0.7% (92)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
USB	▼ Underweight	Jul 6, 26	Jul 6, 27	$62.89	🎯$65	$62.89	+3%	+0% so far
PNC	▲ Overweight	Jul 6, 26	Jul 6, 27	$253.18	🎯$264.5	$254.01	+4%	+0% so far
HBAN	▲ Overweight	Jul 6, 26	Jul 6, 27	$17.89	🎯$19.5	$18.01	+9%	+1% so far
FITB	▲ Overweight	Jul 6, 26	Jul 6, 27	$57.89	🎯$61	$57.92	+5%	+0% so far
CFG	▲ Overweight	Jul 6, 26	Jul 6, 27	$72.11	🎯$76	$71.78	+5%	+0% so far
C	▲ Overweight	Jul 6, 26	Jul 6, 27	$143.86	🎯$149	$140.77	+4%	-2% so far
BNY	▲ Overweight	Jul 6, 26	Jul 6, 27	$149.96	🎯$149	$152.91	-1%	+2% so far
BAC	▲ Overweight	Jul 6, 26	Jul 6, 27	$59.9	🎯$62.5	$59.86	+4%	+0% so far

Sample (0 recent finished + 8 in progress) of 385 calls.

▸ Real estate

132

53.8%

+3.4%

+3.9%

+0.6% (34)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
WY	▲ Overweight	Jun 29, 26	Jun 29, 27	$23.94	🎯$31	$23.29	+29%	-3% so far
ESS	▼ Underweight	May 18, 26	May 18, 27	$272.63	🎯$275	$298.32	+1%	+9% so far
WY	▲ Overweight	May 14, 26	May 14, 27	$22.68	🎯$30	$23.29	+32%	+3% so far
FRT	▲ Overweight	May 14, 26	May 14, 27	$113.16	🎯$124	$122.11	+10%	+8% so far
VTR	▲ Overweight	May 11, 26	May 11, 27	$88.53	🎯$94	$94.07	+6%	+6% so far
IRM	▲ Overweight	May 1, 26	May 1, 27	$128.22	🎯$138	$115.75	+8%	-10% so far
EQIX	▲ Overweight	Apr 30, 26	Apr 30, 27	$1085.03	🎯$1200	$1022.93	+11%	-6% so far
CSGP	▲ Overweight	Apr 29, 26	Apr 29, 27	$34.61	🎯$70	$29.87	+102%	-14% so far

Sample (0 recent finished + 8 in progress) of 132 calls.

▸ Cons. staples

305

59.7%

+3.9%

+2.9%

+1.4% (92)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
DLTR	▲ Overweight	Jul 6, 26	Jul 6, 27	$121.46	🎯$170	$122.65	+40%	+1% so far
GIS	▼ Underweight	Jul 2, 26	Jul 2, 27	$36.12	🎯$35	$37.1	-3%	+3% so far
PEP	▲ Overweight	Jul 1, 26	Jul 1, 27	$144.22	🎯$170	$144.98	+18%	+1% so far
MKC	▲ Overweight	Jun 12, 26	Jun 12, 27	$47.87	🎯$63	$52.22	+32%	+9% so far
SJM	▲ Overweight	Jun 10, 26	Jun 10, 27	$116.83	🎯$125	$113.24	+7%	-3% so far
GIS	▼ Underweight	Jun 3, 26	Jun 3, 27	$32.2	🎯$31	$37.1	-4%	+15% so far
SJM	▲ Overweight	May 19, 26	May 19, 27	$100.48	🎯$120	$113.24	+19%	+13% so far
ADM	▼ Underweight	May 6, 26	May 6, 27	$77.53	🎯$74	$78.2	-5%	+1% so far

Sample (0 recent finished + 8 in progress) of 305 calls.

The stocks JP Morgan covers (track record per stock)

Stock

Calls

% profitable

Avg gain 2015+

Avg gain 2020+

Last 12 months

▸ WDC Western Digital

50%

+204.9%

+881.8%

+87.0% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
WDC	▲ Overweight	Jun 12, 26	Jun 12, 27	$653.53	🎯$650	$532.1	-1%	-19% so far
WDC	▲ Overweight	Apr 16, 26	Apr 16, 27	$372.52	🎯$400	$532.1	+7%	+43% so far
WDC	▲ Overweight	Oct 31, 25	Oct 31, 26	$158.02	🎯$175	$532.1	+11%	+237% so far
WDC	▲ Overweight	May 1, 25	May 1, 26	$43.95	🎯$57	$431.59	+30%	+881.8%
WDC	▲ Overweight	Jul 27, 18	Jul 27, 19	$53.76	🎯$117	$41.93	+118%	-21.6%
WDC	▲ Overweight	May 14, 18	May 14, 19	$61.32	🎯$120	$33.73	+96%	-45%
WDC	▲ Overweight	Apr 11, 17	Apr 11, 18	$65.04	🎯$116	$67.64	+78%	+4.2%
WDC	▲ Overweight	Aug 1, 14	Aug 1, 15	$75.81	🎯$120	$65.2	+58%	-14.4%

▸ LITE Lumentum

66.7%

+247.2%

+316.1%

+231.7% (7)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
LITE	▲ Overweight	May 6, 26	May 6, 27	$892.58	🎯$1130	$698.91	+27%	-22% so far
LITE	▲ Overweight	Apr 9, 26	Apr 9, 27	$897.3	🎯$950	$698.91	+6%	-22% so far
LITE	▲ Overweight	Feb 4, 26	Feb 4, 27	$465.54	🎯$565	$698.91	+21%	+50% so far
LITE	▲ Overweight	Nov 5, 25	Nov 5, 26	$232.75	🎯$235	$698.91	+1%	+200% so far
LITE	▲ Overweight	Oct 16, 25	Oct 16, 26	$163.23	🎯$185	$698.91	+13%	+328% so far
LITE	▲ Overweight	Aug 14, 25	Aug 14, 26	$115.86	🎯$145	$698.91	+25%	+503% so far
LITE	▲ Overweight	Jul 17, 25	Jul 17, 26	$102.22	🎯$123	$698.91	+20%	+584% so far
LITE	▲ Overweight	Jun 12, 25	Jun 12, 26	$82.46	🎯$100	$957.36	+21%	+1060.8%

Sample (1 recent finished + 7 in progress) of 12 calls.

▸ COHR Coherent Corp.

100%

+247.6%

+81.1% (4)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
COHR	▲ Overweight	Apr 9, 26	Apr 9, 27	$307.5	🎯$300	$314.13	-2%	+2% so far
COHR	▲ Overweight	Feb 5, 26	Feb 5, 27	$227.68	🎯$245	$314.13	+8%	+38% so far
COHR	▲ Overweight	Dec 5, 25	Dec 5, 26	$185.86	🎯$215	$314.13	+16%	+69% so far
COHR	▲ Overweight	Jul 17, 25	Jul 17, 26	$99.6	🎯$127	$314.13	+28%	+215% so far
COHR	▲ Overweight	Jun 12, 25	Jun 12, 26	$77.37	🎯$100	$413.93	+29%	+434.9%
COHR	▲ Overweight	May 21, 25	May 21, 26	$78.88	🎯$86	$377.84	+9%	+378.7%
COHR	▲ Overweight	Apr 17, 25	Apr 17, 26	$55.29	🎯$80	$345.01	+45%	+524%
COHR	▲ Overweight	Aug 12, 24	Aug 12, 25	$66.96	🎯$85	$113.83	+27%	+70.3%

▸ CIEN Ciena

83.3%

+147.1%

+184.6%

+149.4% (5)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CIEN	▲ Overweight	Apr 16, 26	Apr 16, 27	$507.43	🎯$550	$418.91	+8%	-17% so far
CIEN	▲ Overweight	Mar 2, 26	Mar 2, 27	$333.07	🎯$380	$418.91	+14%	+26% so far
CIEN	▲ Overweight	Dec 12, 25	Dec 12, 26	$216.18	🎯$250	$418.91	+16%	+94% so far
CIEN	▲ Overweight	Sep 5, 25	Sep 5, 26	$119	🎯$140	$418.91	+18%	+252% so far
CIEN	▲ Overweight	Jul 17, 25	Jul 17, 26	$84.98	🎯$105	$418.91	+24%	+393% so far
CIEN	▲ Overweight	May 27, 25	May 27, 26	$82.7	🎯$86	$569.8	+4%	+589.5%
CIEN	▲ Overweight	Apr 17, 25	Apr 17, 26	$60.14	🎯$76	$507.58	+26%	+743.8%
CIEN	▲ Overweight	Jan 28, 25	Jan 28, 26	$80.05	🎯$88	$256.96	+10%	+221.4%

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

▸ GEV GE Vernova

100%

+156.2%

+62.7% (4)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
GEV	▲ Overweight	Apr 16, 26	Apr 16, 27	$1002.75	🎯$1150	$1077.08	+15%	+7% so far
GEV	▲ Overweight	Oct 23, 25	Oct 23, 26	$584.39	🎯$740	$1077.08	+27%	+84% so far
GEV	▲ Overweight	Jul 24, 25	Jul 24, 26	$644.59	🎯$715	$1077.08	+11%	+67% so far
GEV	▲ Overweight	Jul 16, 25	Jul 16, 26	$561.17	🎯$620	$1077.08	+10%	+92% so far
GEV	▲ Overweight	May 16, 25	May 16, 26	$428.06	🎯$460	$1010.22	+7%	+136.5%
GEV	▲ Overweight	Apr 23, 25	Apr 23, 26	$336.09	🎯$430	$1149.43	+28%	+242%
GEV	▲ Overweight	Apr 10, 25	Apr 10, 26	$321.43	🎯$425	$990	+32%	+208.4%
GEV	▲ Overweight	Jan 23, 25	Jan 23, 26	$437.71	🎯$436	$656.57	+0%	+50.3%

Sample (4 recent finished + 4 in progress) of 15 calls.

▸ MU Micron Technology

52.9%

+85.2%

+115.3%

+377.5% (4)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
MU	▲ Overweight	Mar 19, 26	Mar 19, 27	$422.9	🎯$550	$938.38	+30%	+122% so far
MU	▲ Overweight	Dec 18, 25	Dec 18, 26	$265.92	🎯$350	$938.38	+32%	+253% so far
MU	▲ Overweight	Sep 24, 25	Sep 24, 26	$161.71	🎯$220	$938.38	+36%	+480% so far
MU	▲ Overweight	Aug 12, 25	Aug 12, 26	$124.27	🎯$185	$938.38	+49%	+655% so far
MU	▲ Overweight	Jun 26, 25	Jun 26, 26	$126	🎯$165	$1132.74	+31%	+798.7%
MU	▲ Overweight	Mar 21, 25	Mar 21, 26	$96.94	🎯$135	$404.24	+39%	+317.1%
MU	▲ Overweight	Dec 19, 24	Dec 19, 25	$90.12	🎯$145	$276.67	+61%	+206.9%
MU	▲ Overweight	Jun 27, 24	Jun 27, 25	$131.53	🎯$180	$123.64	+37%	-6.3%

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

▸ TER Teradyne

57.1%

+111.2%

-0.7% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TER	▲ Overweight	Apr 30, 26	Apr 30, 27	$345.42	🎯$400	$343.11	+16%	-1% so far
TER	▲ Overweight	Apr 17, 25	Apr 17, 26	$69.81	🎯$92	$374.88	+32%	+437.5%
TER	▲ Overweight	Mar 12, 25	Mar 12, 26	$85.33	🎯$120	$286.71	+41%	+235.7%
TER	▲ Overweight	Jan 31, 25	Jan 31, 26	$111.09	🎯$145	$249.95	+31%	+124.6%
TER	▲ Overweight	Dec 16, 24	Dec 16, 25	$129.48	🎯$158	$192.93	+22%	+48.5%
TER	▼ Underweight	Oct 26, 23	Oct 25, 24	$83.84	🎯$88	$111.51	+5%	-32.8%
TER	▼ Underweight	Apr 28, 23	Apr 27, 24	$92.3	🎯$80	$118.14	-13%	-28.2%
TER	▼ Underweight	Apr 17, 23	Apr 16, 24	$98.11	🎯$81	$104.98	-17%	-6.9%

▸ NVDA Nvidia

92.3%

+101.5%

+105.0%

+8.7% (5)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
NVDA	▲ Overweight	May 21, 26	May 21, 27	$215.33	🎯$280	$196.93	+30%	-9% so far
NVDA	▲ Overweight	Feb 26, 26	Feb 26, 27	$177.19	🎯$265	$196.93	+50%	+11% so far
NVDA	▲ Overweight	Nov 20, 25	Nov 20, 26	$178.88	🎯$250	$196.93	+40%	+10% so far
NVDA	▲ Overweight	Sep 4, 25	Sep 4, 26	$167.02	🎯$215	$196.93	+29%	+18% so far
NVDA	▲ Overweight	Aug 28, 25	Aug 28, 26	$174.18	🎯$215	$196.93	+23%	+13% so far
NVDA	▲ Overweight	Nov 21, 24	Nov 21, 25	$141.95	🎯$170	$183.12	+20%	+28.6%
NVDA	▲ Overweight	Aug 29, 24	Aug 29, 25	$119.37	🎯$155	$170.7	+30%	+43.1%
NVDA	▲ Overweight	May 23, 24	May 23, 25	$103.8	🎯$1150	$130.79	+1008%	+26.5%

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

▸ VRT Vertiv

60%

+101.2%

+64.2% (4)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
VRT	▲ Overweight	Apr 24, 26	Apr 24, 27	$322.43	🎯$350	$305.58	+9%	-5% so far
VRT	▲ Overweight	Jan 16, 26	Jan 16, 27	$175.18	🎯$225	$305.58	+28%	+74% so far
VRT	▲ Overweight	Oct 15, 25	Oct 15, 26	$177.82	🎯$206	$305.58	+16%	+72% so far
VRT	▲ Overweight	Jul 31, 25	Jul 31, 26	$141.59	🎯$150	$305.58	+6%	+116% so far
VRT	▲ Overweight	May 16, 25	May 16, 26	$106.4	🎯$127	$339.42	+19%	+219.3%
VRT	▲ Overweight	Apr 8, 25	Apr 8, 26	$72.82	🎯$100	$287.64	+37%	+295%
VRT	▲ Overweight	Nov 19, 24	Nov 19, 25	$137.54	🎯$132	$159.55	-4%	+16.1%
VRT	▲ Overweight	Apr 25, 24	Apr 25, 25	$90.35	🎯$100	$86.74	+11%	-3.8%

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

▸ META Meta Platforms

100%

+91.3%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
META	▲ Overweight	Sep 26, 24	Sep 26, 25	$567.36	🎯$640	$743.24	+13%	+31%
META	▲ Overweight	Aug 1, 24	Aug 1, 25	$497.74	🎯$610	$751.59	+23%	+50.7%
META	▲ Overweight	Apr 25, 24	Apr 25, 25	$441.38	🎯$480	$547.31	+9%	+24%
META	▲ Overweight	Feb 2, 24	Feb 1, 25	$459.41	🎯$535	$698.3	+16%	+51.8%
META	▲ Overweight	Oct 4, 23	Oct 3, 24	$305.58	🎯$400	$583.66	+31%	+90.7%
META	▲ Overweight	Sep 28, 23	Sep 27, 24	$300.21	🎯$425	$573.4	+42%	+90.7%
META	▲ Overweight	Apr 27, 23	Apr 26, 24	$238.56	🎯$305	$443.72	+28%	+85.8%
META	▲ Overweight	Mar 24, 23	Mar 23, 24	$202.84	🎯$270	$503.04	+33%	+148%

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

▸ LRCX Lam Research

62.5%

+52.6%

+87.6%

+58.8% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
LRCX	▲ Overweight	Apr 23, 26	Apr 23, 27	$267.78	🎯$315	$326.13	+18%	+22% so far
LRCX	▲ Overweight	Jan 29, 26	Jan 29, 27	$233.46	🎯$300	$326.13	+29%	+40% so far
LRCX	▲ Overweight	Oct 23, 25	Oct 23, 26	$151.68	🎯$165	$326.13	+9%	+115% so far
LRCX	▲ Overweight	Apr 24, 25	Apr 24, 26	$70.9	🎯$95	$268	+34%	+277.7%
LRCX	▲ Overweight	Apr 25, 24	Apr 25, 25	$92.54	🎯$950	$71.26	+927%	-22.7%
LRCX	▲ Overweight	Oct 19, 23	Oct 18, 24	$60.03	🎯$700	$72.64	+1066%	+21.3%
LRCX	▲ Overweight	Jul 27, 23	Jul 26, 24	$72.13	🎯$720	$89.44	+898%	+23.7%
LRCX	▲ Overweight	Apr 23, 20	Apr 23, 21	$26.4	🎯$310	$62.83	+1074%	+137.7%

▸ HWM Howmet Aerospace

100%

+83.8%

+23.6% (4)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
HWM	▲ Overweight	May 11, 26	May 11, 27	$269.76	🎯$310	$275.43	+15%	+2% so far
HWM	▲ Overweight	Feb 19, 26	Feb 19, 27	$258.1	🎯$265	$275.43	+3%	+7% so far
HWM	▲ Overweight	Nov 10, 25	Nov 10, 26	$208.9	🎯$227	$275.43	+9%	+32% so far
HWM	▲ Overweight	Aug 4, 25	Aug 4, 26	$179.32	🎯$190	$275.43	+6%	+54% so far
HWM	▲ Overweight	Feb 14, 25	Feb 14, 26	$136.67	🎯$130	$252.84	-5%	+84.8%
HWM	▲ Overweight	Jul 31, 24	Jul 31, 25	$94.87	🎯$105	$184.05	+11%	+94.2%
HWM	▲ Overweight	Feb 14, 24	Feb 13, 25	$63.27	🎯$60	$133.5	-5%	+110.9%
HWM	▲ Overweight	Dec 20, 23	Dec 19, 24	$53.47	🎯$55	$110.68	+3%	+107.3%

▸ JBL Jabil

100%

+69.2%

+80.5%

+16.3% (5)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
JBL	▲ Overweight	Jun 18, 26	Jun 18, 27	$377.24	🎯$450	$321.08	+19%	-15% so far
JBL	▲ Overweight	Jun 13, 26	Jun 13, 27	$385.63	🎯$395	$321.08	+2%	-17% so far
JBL	▲ Overweight	Mar 12, 26	Mar 12, 27	$250.65	🎯$300	$321.08	+20%	+28% so far
JBL	▲ Overweight	Dec 18, 25	Dec 18, 26	$226.62	🎯$270	$321.08	+19%	+42% so far
JBL	▲ Overweight	Jul 17, 25	Jul 17, 26	$223.98	🎯$256	$321.08	+14%	+43% so far
JBL	▲ Overweight	Jun 18, 25	Jun 18, 26	$206.2	🎯$214	$377.35	+4%	+83%
JBL	▲ Overweight	Apr 17, 25	Apr 17, 26	$135.04	🎯$154	$321.4	+14%	+138.2%
JBL	▲ Overweight	Mar 21, 25	Mar 21, 26	$149.97	🎯$175	$266.95	+17%	+77.5%

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

▸ DELL Dell Technologies

86.7%

+71.2%

+76.1%

+133.8% (6)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
DELL	▲ Overweight	May 29, 26	May 29, 27	$465.96	🎯$500	$417.28	+7%	-10% so far
DELL	▲ Overweight	May 15, 26	May 15, 27	$238.03	🎯$280	$417.28	+18%	+75% so far
DELL	▲ Overweight	Apr 16, 26	Apr 16, 27	$196.55	🎯$205	$417.28	+4%	+112% so far
DELL	▲ Overweight	Nov 17, 25	Nov 17, 26	$122.69	🎯$170	$417.28	+39%	+240% so far
DELL	▲ Overweight	Oct 8, 25	Oct 8, 26	$155.95	🎯$165	$417.28	+6%	+168% so far
DELL	▲ Overweight	Jul 17, 25	Jul 17, 26	$131.24	🎯$145	$417.28	+10%	+218% so far
DELL	▲ Overweight	May 30, 25	May 30, 26	$108.08	🎯$125	$465.82	+16%	+331.1%
DELL	▲ Overweight	May 23, 25	May 23, 26	$112.11	🎯$111	$304.94	-1%	+172.1%

Sample (2 recent finished + 6 in progress) of 15 calls.

▸ FLEX Flex Ltd.

100%

+56.2%

+75.0%

+106.3% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
FLEX	▲ Overweight	Apr 16, 26	Apr 16, 27	$81.83	🎯$84	$131.52	+3%	+61% so far
FLEX	▲ Overweight	Oct 30, 25	Oct 30, 26	$62.52	🎯$75	$131.52	+20%	+110% so far
FLEX	▲ Overweight	Jul 17, 25	Jul 17, 26	$53.06	🎯$60	$131.52	+13%	+148% so far
FLEX	▲ Overweight	Apr 17, 25	Apr 17, 26	$31.54	🎯$40	$81.69	+27%	+159.5%
FLEX	▲ Overweight	Jul 25, 24	Jul 25, 25	$32.01	🎯$42	$50.58	+31%	+57.7%
FLEX	▲ Overweight	Jul 23, 24	Jul 23, 25	$29.72	🎯$40	$53.79	+35%	+81%
FLEX	▲ Overweight	Apr 11, 24	Apr 11, 25	$29.1	🎯$34	$29.68	+17%	+1.7%
FLEX	▲ Overweight	May 29, 19	May 28, 20	$6.97	🎯$12	$7.46	+72%	+7.4%

▸ KIM Kimco Realty

42.9%

+24.8%

+72.7%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
KIM	▲ Overweight	Aug 2, 24	Aug 2, 25	$21.15	🎯$24	$21.15	+13%	-0.5%
KIM	▲ Overweight	Jun 1, 20	Jun 1, 21	$12.48	🎯$13	$22.21	+4%	+78.2%
KIM	▲ Overweight	Apr 22, 20	Apr 22, 21	$8.33	🎯$11	$19.99	+32%	+140.5%
KIM	▲ Overweight	Jun 15, 18	Jun 15, 19	$16.49	—	$18.96	—	+15.3%
KIM	▲ Overweight	Sep 26, 17	Sep 26, 18	$20.16	—	$16.33	—	-18.5%
KIM	▲ Overweight	Aug 11, 16	Aug 11, 17	$30.5	🎯$32	$20.13	+5%	-34.1%
KIM	▲ Overweight	Jan 15, 15	Jan 15, 16	$27.28	🎯$29	$25.37	+6%	-6.9%
KIM	▲ Overweight	Nov 29, 12	Nov 29, 13	$19.26	🎯$21	$20.61	+9%	+7.3%

▸ AXON Axon Enterprise

100%

+62.2%

+68.8%

+34.1% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
AXON	▲ Overweight	May 7, 26	May 7, 27	$403.54	🎯$755	$640.46	+87%	+59% so far
AXON	▲ Overweight	Apr 16, 26	Apr 16, 27	$402.85	🎯$750	$640.46	+86%	+59% so far
AXON	▲ Overweight	Jul 17, 25	Jul 17, 26	$756.09	🎯$850	$640.46	+12%	-15% so far
AXON	▲ Overweight	Apr 11, 24	Apr 11, 25	$324.09	🎯$365	$567.16	+13%	+75.3%
AXON	▲ Overweight	Feb 28, 24	Feb 27, 25	$309.22	🎯$330	$525.67	+7%	+69.9%
AXON	▲ Overweight	May 11, 23	May 10, 24	$204.6	🎯$236	$302.81	+15%	+48.3%
AXON	▲ Overweight	Feb 25, 22	Feb 25, 23	$134.14	🎯$192	$194.5	+43%	+45.4%
AXON	▲ Overweight	Feb 24, 20	Feb 23, 21	$82.41	🎯$92	$168.94	+12%	+105.2%

▸ FCX Freeport-McMoRan

50%

+1.7%

+66.0%

+27.3% (6)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
FCX	▲ Overweight	Apr 9, 26	Apr 9, 27	$67.8	🎯$76	$59.33	+12%	-12% so far
FCX	▲ Overweight	Jan 8, 26	Jan 8, 27	$54.22	🎯$68	$59.33	+25%	+9% so far
FCX	▲ Overweight	Dec 5, 25	Dec 5, 26	$45	🎯$58	$59.33	+29%	+32% so far
FCX	▲ Overweight	Oct 9, 25	Oct 9, 26	$43.31	🎯$50	$59.33	+15%	+37% so far
FCX	▲ Overweight	Sep 25, 25	Sep 25, 26	$35.34	🎯$46	$59.33	+30%	+68% so far
FCX	▲ Overweight	Jul 9, 25	Jul 9, 26	$45.59	🎯$56	$59.33	+23%	+30% so far
FCX	▲ Overweight	Apr 10, 25	Apr 10, 26	$33.35	🎯$42	$68.03	+26%	+104%
FCX	▲ Overweight	Mar 20, 25	Mar 20, 26	$40.7	🎯$52	$52.1	+28%	+28%

▸ ANET Arista Networks

81.8%

+51.7%

+58.6%

+21.1% (4)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
ANET	▲ Overweight	Apr 16, 26	Apr 16, 27	$164.23	🎯$200	$166.46	+22%	+1% so far
ANET	▲ Overweight	Sep 12, 25	Sep 12, 26	$145.43	🎯$175	$166.46	+20%	+14% so far
ANET	▲ Overweight	Aug 7, 25	Aug 7, 26	$139.28	🎯$150	$166.46	+8%	+20% so far
ANET	▲ Overweight	Jul 17, 25	Jul 17, 26	$111.78	🎯$130	$166.46	+16%	+49% so far
ANET	▲ Overweight	Apr 17, 25	Apr 17, 26	$71.2	🎯$110	$164.47	+54%	+130.7%
ANET	▲ Overweight	Mar 17, 25	Mar 17, 26	$83.99	🎯$140	$136.06	+67%	+62%
ANET	▲ Overweight	Jul 31, 24	Jul 31, 25	$84.66	🎯$340	$117.68	+302%	+38.9%
ANET	▲ Overweight	Apr 11, 24	Apr 11, 25	$74.14	🎯$315	$72.66	+325%	-2%

Sample (4 recent finished + 4 in progress) of 11 calls.

▸ APH Amphenol

100%

+58.6%

+22.8% (7)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
APH	▲ Overweight	Apr 30, 26	Apr 30, 27	$142.3	🎯$200	$158.61	+41%	+11% so far
APH	▲ Overweight	Apr 16, 26	Apr 16, 27	$151.06	🎯$190	$158.61	+26%	+5% so far
APH	▲ Overweight	Jan 27, 26	Jan 27, 27	$166.25	🎯$185	$158.61	+11%	-5% so far
APH	▲ Overweight	Oct 23, 25	Oct 23, 26	$133.82	🎯$160	$158.61	+20%	+19% so far
APH	▲ Overweight	Oct 16, 25	Oct 16, 26	$127.36	🎯$145	$158.61	+14%	+25% so far
APH	▲ Overweight	Jul 24, 25	Jul 24, 26	$105.02	🎯$125	$158.61	+19%	+51% so far
APH	▲ Overweight	Jul 17, 25	Jul 17, 26	$103.34	🎯$120	$158.61	+16%	+53% so far
APH	▲ Overweight	Apr 24, 25	Apr 24, 26	$75.85	🎯$91	$148.67	+20%	+96%

▸ KLAC KLA Corporation

100%

+50.5%

+56.5%

+80.3% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
KLAC	▲ Overweight	Apr 30, 26	Apr 30, 27	$172.63	🎯$2000	$216.47	+1059%	+25% so far
KLAC	▲ Overweight	Oct 30, 25	Oct 30, 26	$120.87	🎯$1485	$216.47	+1129%	+79% so far
KLAC	▲ Overweight	Aug 1, 25	Aug 1, 26	$91.56	🎯$1070	$216.47	+1069%	+136% so far
KLAC	▲ Overweight	May 1, 25	May 1, 26	$69.82	🎯$900	$171.06	+1189%	+145.4%
KLAC	▲ Overweight	Jul 25, 24	Jul 25, 25	$78.74	🎯$950	$92.13	+1107%	+17.2%
KLAC	▲ Overweight	Jan 26, 24	Jan 25, 25	$60.01	🎯$725	$70.21	+1108%	+17.1%
KLAC	▲ Overweight	Jul 28, 23	Jul 27, 24	$51.1	🎯$560	$77.67	+996%	+52.4%
KLAC	▲ Overweight	Jan 27, 23	Jan 27, 24	$39.94	🎯$445	$59.91	+1014%	+50.3%

▸ CRWD CrowdStrike

93.8%

+58.5%

+56.4%

+34.5% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CRWD	▲ Overweight	Jun 2, 26	Jun 2, 27	$186.9	🎯$800	$194.62	+328%	+4% so far
CRWD	▲ Overweight	Dec 3, 25	Dec 3, 26	$131.04	🎯$582	$194.62	+344%	+49% so far
CRWD	▲ Overweight	Dec 1, 25	Dec 1, 26	$129.14	🎯$580	$194.62	+349%	+51% so far
CRWD	▲ Overweight	Feb 28, 25	Feb 28, 26	$95.68	🎯$450	$96.64	+370%	+0.6%
CRWD	▲ Overweight	Dec 16, 24	Dec 16, 25	$97.05	🎯$418	$122.28	+331%	+25.8%
CRWD	▲ Overweight	Jul 29, 24	Jul 29, 25	$58.41	🎯$330	$115.65	+465%	+98.2%
CRWD	▲ Overweight	May 29, 24	May 29, 25	$87.38	🎯$400	$114.47	+358%	+31.3%
CRWD	▲ Overweight	Mar 6, 24	Mar 6, 25	$82.42	🎯$371	$83.24	+350%	+1.2%

Sample (5 recent finished + 3 in progress) of 16 calls.

▸ KHC Kraft Heinz

75%

+24.4%

+55.6%

-9.7% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
KHC	▼ Underweight	Mar 25, 26	Mar 25, 27	$21.56	🎯$21	$25.3	-3%	+17% so far
KHC	▼ Underweight	Feb 12, 26	Feb 12, 27	$24.8	🎯$22	$25.3	-11%	+2% so far
KHC	▲ Overweight	Apr 17, 20	Apr 17, 21	$29.17	🎯$34	$40.84	+17%	+40.4%
KHC	▲ Overweight	Mar 25, 20	Mar 25, 21	$22.96	🎯$29	$39.26	+26%	+70.7%
KHC	▲ Overweight	Feb 20, 18	Feb 20, 19	$68.69	🎯$81	$48.08	+18%	-29.7%
KHC	▲ Overweight	Feb 26, 16	Feb 25, 17	$77.84	—	$90.29	—	+16.4%

▸ LH Labcorp

100%

+33.3%

+54.4%

+4.3% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
LH	▲ Overweight	Feb 18, 26	Feb 18, 27	$282.48	🎯$330	$283.86	+17%	+0% so far
LH	▲ Overweight	Feb 6, 26	Feb 6, 27	$274.01	🎯$319	$283.86	+16%	+4% so far
LH	▲ Overweight	Nov 7, 25	Nov 7, 26	$261.13	🎯$317	$283.86	+21%	+9% so far
LH	▲ Overweight	May 30, 24	May 30, 25	$194.91	🎯$243	$247.54	+25%	+27.2%
LH	▲ Overweight	Nov 17, 23	Nov 16, 24	$211.1	🎯$261	$238.54	+24%	+13.1%
LH	▲ Overweight	Apr 2, 20	Apr 2, 21	$97.35	🎯$149	$217.09	+53%	+123%
LH	▲ Overweight	Apr 28, 15	Apr 27, 16	$106.07	🎯$144	$109.25	+36%	+2.9%
LH	▲ Overweight	Jan 8, 15	Jan 8, 16	$99.29	🎯$130	$100.28	+31%	+0.6%

▸ PRU Prudential Financial

75%

+31.6%

+52.6%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
PRU	▲ Overweight	Oct 6, 23	Oct 5, 24	$93.41	🎯$119	$120.5	+27%	+29%
PRU	▲ Overweight	Apr 4, 23	Apr 3, 24	$82.24	🎯$114	$116.78	+39%	+42.1%
PRU	▲ Overweight	May 6, 20	May 6, 21	$56.72	🎯$100	$106.07	+76%	+86.8%
PRU	▲ Overweight	Nov 5, 19	Nov 4, 20	$92.05	🎯$110	$63.51	+20%	-31.5%
PRU	▲ Overweight	Jul 2, 14	Jul 2, 15	$90.09	🎯$105	$88.29	+17%	-2.1%
PRU	▲ Overweight	Apr 3, 13	Apr 3, 14	$57.98	🎯$69	$86.39	+19%	+49.2%
PRU	▲ Overweight	Jul 10, 12	Jul 10, 13	$47.04	🎯$64	$77.62	+36%	+64.6%

% 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.