Is Morgan Stanley a reliable analyst?

In short — Over 1 year, 61.3% of Morgan Stanley's targets proved profitable, for an average gain of +11.8% per call (all calls, winners and losers) — i.e. +2.6% vs its sector, across 6459 timestamped calls replayed against real prices. JPI verdict: fairly reliable. An analyst can be good in one sector and poor in another — details below.

61.3%profitable calls

+11.8%avg gain / call

+2.6%vs sector

6459scored calls

In which sectors is Morgan Stanley reliable?

Sector

Calls

% profitable

Avg gain 2015+

Avg gain 2020+

Last 12 months

▸ Tech

911

66.8%

+29.2%

+32.7%

+64.9% (144)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CRWD	▲ Overweight	Jul 7, 26	Jul 7, 27	$0	🎯$172	$194.62	—	⏳
LRCX	▲ Overweight	Jul 6, 26	Jul 6, 27	$326.13	🎯$404	$326.13	+24%	+0% so far
KLAC	▲ Overweight	Jul 6, 26	Jul 6, 27	$216.47	🎯$274	$216.47	+27%	+0% so far
CRWD	▲ Overweight	Jul 2, 26	Jul 2, 27	$193.98	🎯$172.5	$194.62	-11%	+0% so far
MU	▲ Overweight	Jun 25, 26	Jun 25, 27	$1132.33	🎯$1200	$938.38	+6%	-17% so far
CDW	▲ Overweight	Jun 23, 26	Jun 23, 27	$130.22	🎯$170	$139.23	+31%	+7% so far
STX	▲ Overweight	Jun 15, 26	Jun 15, 27	$1031.34	🎯$1035	$827.64	+0%	-20% so far
WDC	▲ Overweight	Jun 15, 26	Jun 15, 27	$681.08	🎯$650	$532.1	-5%	-22% so far

Sample (0 recent finished + 8 in progress) of 911 calls.

▸ Energy

355

61.4%

+12.8%

+23.9%

+4.6% (61)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
XOM	▲ Overweight	Jun 29, 26	Jun 29, 27	$136.72	🎯$168	$141.69	+23%	+4% so far
EXE	▲ Overweight	Jun 29, 26	Jun 29, 27	$91.19	🎯$131	$89.56	+44%	-2% so far
EQT	▲ Overweight	Jun 29, 26	Jun 29, 27	$53.17	🎯$68	$51.76	+28%	-3% so far
DVN	▲ Overweight	Jun 29, 26	Jun 29, 27	$41.32	🎯$63	$42.41	+52%	+3% so far
COP	▲ Overweight	Jun 29, 26	Jun 29, 27	$103.96	🎯$146	$108.44	+40%	+4% so far
CVX	▲ Overweight	Jun 29, 26	Jun 29, 27	$165.76	🎯$210	$174.01	+27%	+5% so far
APA	▼ Underweight	Jun 29, 26	Jun 29, 27	$32.57	🎯$41	$34	+26%	+4% so far
PSX	▲ Overweight	Jun 12, 26	Jun 12, 27	$173.26	🎯$196	$178.84	+13%	+3% so far

Sample (0 recent finished + 8 in progress) of 355 calls.

▸ Comm.

280

63.9%

+19.1%

+20.5%

+9.1% (22)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TMUS	▲ Overweight	Jul 7, 26	Jul 7, 27	$0	🎯$230	$184.73	—	⏳
T	▲ Overweight	Jul 7, 26	Jul 7, 27	$0	🎯$25	$21.09	—	⏳
GOOGL	▲ Overweight	Jun 30, 26	Jun 30, 27	$357.37	🎯$415	$367.03	+16%	+3% so far
LYV	▲ Overweight	Jun 10, 26	Jun 10, 27	$172.33	🎯$200	$183.92	+16%	+7% so far
PSKY	▲ Overweight	May 1, 26	May 1, 27	$11.09	🎯$14	$9.94	+26%	-10% so far
TKO	▲ Overweight	May 1, 26	May 1, 27	$185.95	🎯$225	$193.58	+21%	+4% so far
GOOGL	▲ Overweight	Apr 30, 26	Apr 30, 27	$385.69	🎯$375	$367.03	-3%	-5% so far
NFLX	▲ Overweight	Jan 21, 26	Jan 21, 27	$85.36	🎯$110	$76.18	+29%	-11% so far

Sample (0 recent finished + 8 in progress) of 280 calls.

▸ Materials

136

62.5%

+13.8%

+17.9%

+10.0% (17)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
IFF	▲ Overweight	Jul 1, 26	Jul 1, 27	$81.15	🎯$95	$81.83	+17%	+1% so far
CTVA	▲ Overweight	May 28, 26	May 28, 27	$80.6	🎯$95	$86.75	+18%	+8% so far
LYB	▲ Overweight	Apr 21, 26	Apr 21, 27	$72	🎯$77	$54.6	+7%	-24% so far
MLM	▲ Overweight	Apr 6, 26	Apr 6, 27	$594.43	🎯$664	$594.17	+12%	+0% so far
MLM	▲ Overweight	Mar 9, 26	Mar 9, 27	$607.54	🎯$702	$594.17	+16%	-2% so far
SW	▲ Overweight	Mar 6, 26	Mar 6, 27	$42.09	🎯$60	$45	+43%	+7% so far
CRH	▲ Overweight	Mar 2, 26	Mar 2, 27	$113.55	🎯$141	$106.21	+24%	-6% so far
MLM	▲ Overweight	Dec 22, 25	Dec 22, 26	$638.78	🎯$690	$594.17	+8%	-7% so far

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

▸ Health

731

67.7%

+14.0%

+14.1%

+6.0% (80)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
UNH	▲ Overweight	Jun 30, 26	Jun 30, 27	$415.63	🎯$468	$428.19	+13%	+3% so far
CRL	▲ Overweight	Jun 17, 26	Jun 17, 27	$182.34	🎯$220	$228.68	+21%	+25% so far
UNH	▲ Overweight	Jun 4, 26	Jun 4, 27	$399.47	🎯$453	$428.19	+13%	+7% so far
HUM	▼ Underweight	Jun 4, 26	Jun 4, 27	$350.08	🎯$249	$394.62	-29%	+13% so far
CVS	▲ Overweight	Jun 4, 26	Jun 4, 27	$95.93	🎯$111	$104.33	+16%	+9% so far
CI	▲ Overweight	May 20, 26	May 20, 27	$282.02	🎯$361	$286.62	+28%	+2% so far
HUM	▼ Underweight	May 15, 26	May 15, 27	$305.12	🎯$217	$394.62	-29%	+29% so far
CVS	▲ Overweight	May 14, 26	May 14, 27	$95.89	🎯$106	$104.33	+11%	+9% so far

Sample (0 recent finished + 8 in progress) of 731 calls.

▸ Industry

951

56.8%

+9.3%

+14.0%

+9.2% (70)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
UPS	▼ Underweight	Jul 6, 26	Jul 6, 27	$111.96	🎯$76	$111.96	-32%	+0% so far
UAL	▲ Overweight	Jul 6, 26	Jul 6, 27	$128.31	🎯$185	$128.31	+44%	+0% so far
LUV	▲ Overweight	Jul 6, 26	Jul 6, 27	$49.43	🎯$65	$49.43	+31%	+0% so far
DAL	▲ Overweight	Jul 6, 26	Jul 6, 27	$91.68	🎯$115	$88.63	+25%	-3% so far
CSX	▼ Underweight	Jul 6, 26	Jul 6, 27	$48.81	🎯$32	$48.51	-34%	-1% so far
CHRW	▼ Underweight	Jul 6, 26	Jul 6, 27	$188.57	🎯$91	$190.95	-52%	+1% so far
JBHT	▼ Underweight	Jul 6, 26	Jul 6, 27	$277.74	🎯$200	$275	-28%	-1% so far
JCI	▲ Overweight	Jun 9, 26	Jun 9, 27	$147.75	🎯$175	$140.62	+18%	-5% so far

Sample (0 recent finished + 8 in progress) of 951 calls.

▸ Utilities

777

60.1%

+10.0%

+10.7%

-2.4% (35)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
NEE	▲ Overweight	May 19, 26	May 19, 27	$88.27	🎯$115	$88.47	+30%	+0% so far
SO	▼ Underweight	Apr 21, 26	Apr 21, 27	$91.87	🎯$92	$97.29	+0%	+6% so far
SRE	▲ Overweight	Apr 21, 26	Apr 21, 27	$92.38	🎯$104	$94.59	+13%	+2% so far
PPL	▲ Overweight	Apr 21, 26	Apr 21, 27	$37.78	🎯$43	$36.39	+14%	-4% so far
NEE	▲ Overweight	Apr 21, 26	Apr 21, 27	$90	🎯$107	$88.47	+19%	-2% so far
EIX	▼ Underweight	Apr 21, 26	Apr 21, 27	$69.38	🎯$70	$75.74	+1%	+9% so far
DTE	▲ Overweight	Apr 21, 26	Apr 21, 27	$143.57	🎯$155	$153.84	+8%	+7% so far
CEG	▲ Overweight	Apr 21, 26	Apr 21, 27	$287.16	🎯$360	$239.71	+25%	-17% so far

Sample (0 recent finished + 8 in progress) of 777 calls.

▸ Finance

1022

58.9%

+7.9%

+9.2%

+1.6% (136)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
SPGI	▲ Overweight	Jul 7, 26	Jul 7, 27	$0	🎯$525	$443.46	—	⏳
MET	▲ Overweight	Jul 6, 26	Jul 6, 27	$91.67	🎯$103	$91.67	+12%	+0% so far
GL	▲ Overweight	Jul 6, 26	Jul 6, 27	$176.67	🎯$208	$176.67	+18%	+0% so far
AIZ	▲ Overweight	Jul 6, 26	Jul 6, 27	$279.28	🎯$300	$280.11	+7%	+0% so far
AJG	▲ Overweight	Jul 6, 26	Jul 6, 27	$249.77	🎯$255	$254.67	+2%	+2% so far
AON	▲ Overweight	Jul 6, 26	Jul 6, 27	$356.91	🎯$380	$359.82	+6%	+1% so far
ACGL	▲ Overweight	Jul 6, 26	Jul 6, 27	$101.81	🎯$110	$102.85	+8%	+1% so far
BRO	▼ Underweight	Jul 6, 26	Jul 6, 27	$68.43	🎯$55	$69.27	-20%	+1% so far

Sample (0 recent finished + 8 in progress) of 1022 calls.

▸ Cons. staples

398

63.1%

+4.3%

+5.6%

+5.0% (32)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
GIS	▼ Underweight	Jun 5, 26	Jun 5, 27	$33.14	🎯$32	$37.1	-3%	+12% so far
PM	▲ Overweight	Jun 3, 26	Jun 3, 27	$174.99	🎯$200	$187.79	+14%	+7% so far
MNST	▲ Overweight	Jun 1, 26	Jun 1, 27	$89.1	🎯$103	$96.92	+16%	+9% so far
ADM	▼ Underweight	May 6, 26	May 6, 27	$77.53	🎯$58	$78.2	-25%	+1% so far
CL	▲ Overweight	Apr 23, 26	Apr 23, 27	$84.65	🎯$95	$95.03	+12%	+12% so far
HSY	▲ Overweight	Apr 23, 26	Apr 23, 27	$192.1	🎯$227	$175.95	+18%	-8% so far
WMT	▲ Overweight	Apr 22, 26	Apr 22, 27	$132.03	🎯$140	$111.54	+6%	-16% so far
PM	▲ Overweight	Apr 17, 26	Apr 17, 27	$157.55	🎯$190	$187.79	+21%	+19% so far

Sample (0 recent finished + 8 in progress) of 398 calls.

▸ Cons. disc.

695

59.4%

+1.6%

+2.1%

-0.9% (79)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
ULTA	▲ Overweight	Jun 3, 26	Jun 3, 27	$462.52	🎯$630	$453.78	+36%	-2% so far
YUM	▲ Overweight	Jun 3, 26	Jun 3, 27	$148.44	🎯$185	$167.49	+25%	+13% so far
AZO	▲ Overweight	May 27, 26	May 27, 27	$3007.08	🎯$3605	$3074.86	+20%	+2% so far
HD	▲ Overweight	May 20, 26	May 20, 27	$313.78	🎯$400	$345.21	+27%	+10% so far
WYNN	▲ Overweight	May 14, 26	May 14, 27	$95.42	🎯$133	$96.35	+39%	+1% so far
HAS	▲ Overweight	May 14, 26	May 14, 27	$95.25	🎯$123	$76.73	+29%	-19% so far
MAR	▲ Overweight	May 12, 26	May 12, 27	$350.19	🎯$353	$380.75	+1%	+9% so far
HLT	▲ Overweight	May 12, 26	May 12, 27	$311.41	🎯$319	$341.12	+2%	+10% so far

Sample (0 recent finished + 8 in progress) of 695 calls.

▸ Real estate

203

49.8%

+0.4%

-3.0%

+7.0% (19)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
MAA	▲ Overweight	Jun 25, 26	Jun 25, 27	$140.72	🎯$155	$141.71	+10%	+1% so far
ARE	▼ Underweight	Jun 11, 26	Jun 11, 27	$53.17	🎯$53	$49.41	+0%	-7% so far
DOC	▲ Overweight	May 22, 26	May 22, 27	$20.03	🎯$20	$21.93	+0%	+9% so far
DOC	▲ Overweight	Apr 28, 26	Apr 28, 27	$15.99	🎯$18	$21.93	+13%	+37% so far
REG	▲ Overweight	Apr 21, 26	Apr 21, 27	$79	🎯$88	$80.74	+11%	+2% so far
EQIX	▲ Overweight	Apr 13, 26	Apr 13, 27	$1057.37	🎯$1250	$1022.93	+18%	-3% so far
EQR	▲ Overweight	Mar 26, 26	Mar 26, 27	$59.51	🎯$74	$70.15	+24%	+18% so far
MAA	▲ Overweight	Mar 16, 26	Mar 16, 27	$128.07	🎯$156	$141.71	+22%	+11% so far

Sample (0 recent finished + 8 in progress) of 203 calls.

The stocks Morgan Stanley covers (track record per stock)

Stock

Calls

% profitable

Avg gain 2015+

Avg gain 2020+

Last 12 months

▸ WDC Western Digital

57.9%

+236.6%

+250.4%

+321.5% (10)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
WDC	▲ Overweight	Jun 15, 26	Jun 15, 27	$681.08	🎯$650	$532.1	-5%	-22% so far
WDC	▲ Overweight	Apr 6, 26	Apr 6, 27	$311.96	🎯$380	$532.1	+22%	+71% so far
WDC	▲ Overweight	Jan 30, 26	Jan 30, 27	$270.23	🎯$306	$532.1	+13%	+97% so far
WDC	▲ Overweight	Jan 22, 26	Jan 22, 27	$236.39	🎯$260	$532.1	+10%	+125% so far
WDC	▲ Overweight	Dec 17, 25	Dec 17, 26	$175.01	🎯$228	$532.1	+30%	+204% so far
WDC	▲ Overweight	Sep 29, 25	Sep 29, 26	$120.06	🎯$171	$532.1	+42%	+343% so far
WDC	▲ Overweight	Sep 3, 25	Sep 3, 26	$90.49	🎯$99	$532.1	+9%	+488% so far
WDC	▲ Overweight	Jul 31, 25	Jul 31, 26	$78.69	🎯$92	$532.1	+17%	+576% so far

Sample (0 recent finished + 8 in progress) of 19 calls.

▸ STX Seagate Technology

72.7%

+245.9%

+216.1% (7)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
STX	▲ Overweight	Jun 15, 26	Jun 15, 27	$1031.34	🎯$1035	$827.64	+0%	-20% so far
STX	▲ Overweight	Apr 6, 26	Apr 6, 27	$468.72	🎯$582	$827.64	+24%	+77% so far
STX	▲ Overweight	Jan 22, 26	Jan 22, 27	$346.1	🎯$372	$827.64	+7%	+139% so far
STX	▲ Overweight	Dec 17, 25	Dec 17, 26	$292	🎯$337	$827.64	+15%	+183% so far
STX	▲ Overweight	Sep 29, 25	Sep 29, 26	$236.06	🎯$265	$827.64	+12%	+251% so far
STX	▲ Overweight	Jul 30, 25	Jul 30, 26	$157.01	🎯$168	$827.64	+7%	+427% so far
STX	▲ Overweight	Jul 14, 25	Jul 14, 26	$149.05	🎯$167	$827.64	+12%	+455% so far
STX	▲ Overweight	May 23, 25	May 23, 26	$117.05	🎯$140	$846.27	+20%	+622.6%

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

▸ MRNA Moderna

100%

+161.5%

+206.8%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
MRNA	▲ Overweight	Nov 11, 20	Nov 11, 21	$82.44	🎯$100	$225.89	+21%	+173.9%
MRNA	▲ Overweight	May 20, 20	May 20, 21	$73.47	🎯$90	$166.04	+22%	+125.9%
MRNA	▲ Overweight	Apr 15, 20	Apr 15, 21	$40.6	🎯$37	$170.93	-9%	+320.7%
MRNA	▲ Overweight	Jan 2, 19	Jan 2, 20	$15.33	🎯$29	$19.16	+89%	+25.4%

▸ FCX Freeport-McMoRan

72.7%

+115.4%

+169.0%

+41.1% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
FCX	▲ Overweight	Nov 19, 25	Nov 19, 26	$41.25	🎯$44	$59.33	+7%	+44% so far
FCX	▲ Overweight	Oct 8, 25	Oct 8, 26	$42.85	🎯$46	$59.33	+7%	+38% so far
FCX	▲ Overweight	Sep 19, 24	Sep 19, 25	$44.53	🎯$58	$44.98	+30%	+1.4%
FCX	▲ Overweight	Jun 21, 24	Jun 21, 25	$49.56	🎯$62	$41.13	+25%	-17.4%
FCX	▲ Overweight	Dec 10, 20	Dec 10, 21	$24.61	🎯$28	$37.65	+14%	+52.9%
FCX	▲ Overweight	Sep 24, 20	Sep 24, 21	$15.38	—	$32.3	—	+109.6%
FCX	▲ Overweight	Jun 23, 20	Jun 23, 21	$11.08	🎯$12.5	$37.23	+13%	+235.6%
FCX	▲ Overweight	Jun 9, 20	Jun 9, 21	$11.27	🎯$11.4	$40.68	+1%	+261.1%

Sample (6 recent finished + 2 in progress) of 11 calls.

▸ GEV GE Vernova

100%

+168.8%

+66.0% (5)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
GEV	▲ Overweight	Mar 23, 26	Mar 23, 27	$909.41	🎯$960	$1077.08	+6%	+18% so far
GEV	▲ Overweight	Dec 16, 25	Dec 16, 26	$614.19	🎯$822	$1077.08	+34%	+75% so far
GEV	▲ Overweight	Oct 30, 25	Oct 30, 26	$585.14	🎯$710	$1077.08	+21%	+84% so far
GEV	▲ Overweight	Oct 16, 25	Oct 16, 26	$600	🎯$690	$1077.08	+15%	+80% so far
GEV	▲ Overweight	Jul 24, 25	Jul 24, 26	$623.97	🎯$675	$1077.08	+8%	+73% so far
GEV	▲ Overweight	Jun 24, 25	Jun 24, 26	$510.84	🎯$511	$1057.44	+0%	+107%
GEV	▲ Overweight	Apr 24, 25	Apr 24, 26	$372.42	🎯$422	$1120.98	+13%	+200.8%
GEV	▲ Overweight	Nov 15, 24	Nov 15, 25	$329.76	🎯$367	$577.08	+11%	+75%

▸ KLAC KLA Corporation

100%

+139.2%

+62.1% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
KLAC	▲ Overweight	Jul 6, 26	Jul 6, 27	$216.47	🎯$274	$216.47	+27%	+0% so far
KLAC	▲ Overweight	Feb 25, 26	Feb 25, 27	$152.43	🎯$1809	$216.47	+1087%	+42% so far
KLAC	▲ Overweight	Aug 1, 25	Aug 1, 26	$88.66	🎯$928	$216.47	+947%	+144% so far
KLAC	▲ Overweight	Jul 1, 25	Jul 1, 26	$92.11	🎯$916	$235.8	+894%	+155.7%
KLAC	▲ Overweight	May 1, 25	May 1, 26	$69.82	🎯$868	$171.06	+1143%	+145.4%
KLAC	▲ Overweight	Mar 31, 25	Mar 31, 26	$67.98	🎯$870	$147.52	+1180%	+116.6%

▸ CMI Cummins

75%

+69.9%

+100.7%

-3.3% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CMI	▲ Overweight	May 6, 26	May 6, 27	$682.88	🎯$752	$660.14	+10%	-3% so far
CMI	▲ Overweight	May 6, 25	May 6, 26	$297.94	🎯$350	$682.28	+17%	+129.2%
CMI	▲ Overweight	Apr 16, 25	Apr 16, 26	$281.81	🎯$340	$628.44	+21%	+122.6%
CMI	▲ Overweight	Jan 8, 24	Jan 7, 25	$239.41	🎯$278	$359.12	+16%	+50.3%
CMI	▼ Underweight	Oct 28, 15	Oct 27, 16	$103.23	🎯$79	$125.94	-23%	-22.3%

▸ NVDA Nvidia

92.9%

+87.7%

+97.9%

+4.7% (9)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
NVDA	▲ Overweight	May 21, 26	May 21, 27	$219.51	🎯$288	$196.93	+31%	-10% so far
NVDA	▲ Overweight	May 18, 26	May 18, 27	$222.32	🎯$285	$196.93	+28%	-11% so far
NVDA	▲ Overweight	Feb 26, 26	Feb 26, 27	$177.19	🎯$260	$196.93	+47%	+11% so far
NVDA	▲ Overweight	Dec 1, 25	Dec 1, 26	$181.46	🎯$250	$196.93	+38%	+9% so far
NVDA	▲ Overweight	Nov 20, 25	Nov 20, 26	$178.88	🎯$235	$196.93	+31%	+10% so far
NVDA	▲ Overweight	Nov 14, 25	Nov 14, 26	$190.17	🎯$220	$196.93	+16%	+4% so far
NVDA	▲ Overweight	Aug 28, 25	Aug 28, 26	$174.18	🎯$210	$196.93	+21%	+13% so far
NVDA	▲ Overweight	Aug 18, 25	Aug 18, 26	$182.01	🎯$206	$196.93	+13%	+8% so far

Sample (0 recent finished + 8 in progress) of 28 calls.

▸ KEY KeyCorp

42.9%

+27.4%

+91.6%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
KEY	▲ Overweight	Mar 17, 20	Mar 17, 21	$8.16	🎯$19	$20.73	+133%	+153.9%
KEY	▲ Overweight	Mar 5, 20	Mar 5, 21	$15.98	🎯$20	$20.61	+25%	+29.3%
KEY	▲ Overweight	Oct 3, 19	Oct 2, 20	$17.27	🎯$20.5	$12.78	+19%	-26.1%
KEY	▲ Overweight	Sep 18, 18	Sep 18, 19	$19.74	🎯$25	$18.16	+27%	-7.7%
KEY	▲ Overweight	Apr 24, 18	Apr 24, 19	$20.07	🎯$25	$17.06	+25%	-14.6%
KEY	▲ Overweight	Dec 14, 17	Dec 14, 18	$19.52	🎯$23	$15.23	+18%	-22.5%
KEY	▲ Overweight	Jul 5, 16	Jul 5, 17	$10.68	🎯$15	$19.22	+40%	+79.8%

▸ GE GE Aerospace

100%

+75.4%

+30.0% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
GE	▲ Overweight	Apr 22, 26	Apr 22, 27	$282.34	🎯$400	$366.98	+42%	+30% so far
GE	▲ Overweight	Aug 10, 23	Aug 9, 24	$91.46	🎯$125	$166.46	+37%	+82.5%
GE	▲ Overweight	Jul 26, 23	Jul 25, 24	$92.11	🎯$122	$169.48	+32%	+84.4%
GE	▲ Overweight	Mar 31, 23	Mar 30, 24	$76.3	🎯$110	$139.63	+44%	+83.4%
GE	▲ Overweight	Jan 25, 23	Jan 25, 24	$64.48	🎯$90	$103.81	+40%	+60.8%
GE	▲ Overweight	Jan 23, 23	Jan 23, 24	$63.66	🎯$85	$103.77	+34%	+62.9%
GE	▲ Overweight	Oct 27, 22	Oct 27, 23	$47.35	🎯$88	$84.76	+86%	+79.3%
GE	▲ Overweight	Oct 12, 22	Oct 12, 23	$42.33	🎯$85	$87.2	+101%	+106.2%

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

▸ VST Vistra Corp.

82.9%

+68.8%

+71.6%

-24.8% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
VST	▲ Overweight	Sep 25, 25	Sep 25, 26	$207.22	🎯$223	$155.73	+8%	-25% so far
VST	▲ Overweight	Jun 18, 25	Jun 18, 26	$185.1	🎯$186	$166.59	+0%	-9.6%
VST	▲ Overweight	May 22, 25	May 22, 26	$154.72	🎯$178	$156.27	+15%	+1%
VST	▲ Overweight	Apr 23, 25	Apr 23, 26	$124.23	🎯$172	$163.98	+38%	+32.3%
VST	▲ Overweight	Feb 20, 25	Feb 20, 26	$150.44	🎯$173	$168.49	+15%	+11.5%
VST	▲ Overweight	Nov 22, 24	Nov 22, 25	$154.14	🎯$169	$175.72	+10%	+13.6%
VST	▲ Overweight	Sep 23, 24	Sep 23, 25	$111.63	🎯$132	$204.28	+18%	+83%
VST	▲ Overweight	Aug 23, 24	Aug 23, 25	$84.88	🎯$110	$190.13	+30%	+123.9%

Sample (7 recent finished + 1 in progress) of 41 calls.

▸ CEG Constellation Energy

100%

+71.4%

-16.5% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CEG	▲ Overweight	Apr 21, 26	Apr 21, 27	$287.16	🎯$360	$239.71	+25%	-17% so far
CEG	▲ Overweight	Nov 22, 24	Nov 22, 25	$248.93	🎯$322	$353.48	+29%	+42.3%
CEG	▲ Overweight	Sep 23, 24	Sep 23, 25	$257.12	🎯$313	$336.83	+22%	+30.9%
CEG	▲ Overweight	Aug 23, 24	Aug 23, 25	$194.89	🎯$233	$309.88	+20%	+59.4%
CEG	▲ Overweight	Jun 24, 24	Jun 24, 25	$222.37	🎯$241	$315.77	+8%	+41.7%
CEG	▲ Overweight	May 28, 24	May 28, 25	$220.74	🎯$237	$302.41	+7%	+37.4%
CEG	▲ Overweight	Mar 26, 24	Mar 26, 25	$184.89	🎯$193	$208.93	+4%	+13.2%
CEG	▲ Overweight	Mar 25, 24	Mar 25, 25	$185.41	🎯$193	$216.93	+4%	+17%

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

▸ KEYS Keysight Technologies

100%

+70.7%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
KEYS	▲ Overweight	May 13, 25	May 13, 26	$165.06	🎯$180	$361.48	+9%	+118.8%
KEYS	▲ Overweight	Apr 8, 25	Apr 8, 26	$127.96	🎯$156	$318.62	+22%	+148.8%
KEYS	▲ Overweight	Nov 20, 24	Nov 20, 25	$165.48	🎯$180	$170.44	+9%	+2.5%
KEYS	▲ Overweight	Sep 15, 23	Sep 14, 24	$132.86	🎯$165	$150.13	+24%	+12.5%

▸ DOV Dover Corporation

100%

+42.9%

+67.1%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
DOV	▲ Overweight	Oct 21, 20	Oct 21, 21	$113.73	🎯$131	$169.46	+15%	+49.1%
DOV	▲ Overweight	Jul 23, 20	Jul 23, 21	$105.75	🎯$117	$163.91	+11%	+55.4%
DOV	▲ Overweight	Jul 14, 20	Jul 14, 21	$98.64	🎯$107	$154.86	+8%	+57.4%
DOV	▲ Overweight	Apr 22, 20	Apr 22, 21	$86.32	🎯$99	$147.61	+15%	+70.9%
DOV	▲ Overweight	Apr 15, 20	Apr 15, 21	$84.39	🎯$94	$139.24	+11%	+65.2%
DOV	▲ Overweight	Mar 23, 20	Mar 23, 21	$65.37	🎯$86	$133.35	+32%	+104.4%
DOV	▲ Overweight	Jul 20, 18	Jul 20, 19	$80.24	🎯$83	$97.09	+3%	+21.1%
DOV	▲ Overweight	Apr 30, 18	Apr 30, 19	$74.88	🎯$106	$98.09	+42%	+30.9%

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

▸ NXPI NXP Semiconductors

100%

+51.3%

+64.1%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
NXPI	▲ Overweight	Feb 12, 25	Feb 12, 26	$219.79	🎯$257	$241.77	+17%	+10.2%
NXPI	▲ Overweight	Feb 3, 21	Feb 3, 22	$174.1	🎯$190	$198.47	+9%	+13.9%
NXPI	▲ Overweight	Dec 14, 20	Dec 14, 21	$160.06	🎯$177	$228.89	+11%	+43.3%
NXPI	▲ Overweight	Oct 28, 20	Oct 28, 21	$129.77	🎯$162	$199.85	+25%	+54%
NXPI	▲ Overweight	Oct 12, 20	Oct 12, 21	$142.08	🎯$159	$183.28	+12%	+28.9%
NXPI	▲ Overweight	Oct 5, 20	Oct 5, 21	$130.9	🎯$147	$191.11	+12%	+45.8%
NXPI	▲ Overweight	Jun 16, 20	Jun 16, 21	$113.26	🎯$122	$200.47	+8%	+76.8%
NXPI	▲ Overweight	Apr 27, 20	Apr 27, 21	$97.13	🎯$110	$203	+13%	+109.4%

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

▸ TSCO Tractor Supply

87.5%

+58.6%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TSCO	▼ Underweight	Apr 26, 24	Apr 26, 25	$55.58	🎯$235	$48.91	+323%	+11.8%
TSCO	▼ Underweight	Jan 16, 24	Jan 15, 25	$44.85	🎯$195	$52.92	+335%	-18.4%
TSCO	▲ Overweight	Jul 8, 20	Jul 8, 21	$27.12	🎯$145	$37.15	+435%	+37.3%
TSCO	▲ Overweight	May 28, 20	May 28, 21	$23.8	🎯$125	$36.41	+425%	+52.7%
TSCO	▲ Overweight	Apr 24, 20	Apr 24, 21	$20.62	🎯$100	$38.15	+385%	+85.2%
TSCO	▲ Overweight	Apr 8, 20	Apr 8, 21	$18.14	🎯$95	$35.37	+424%	+94.8%
TSCO	▲ Overweight	Mar 17, 20	Mar 17, 21	$14.12	🎯$100	$33.75	+608%	+138.6%
TSCO	▲ Overweight	Jan 21, 20	Jan 20, 21	$18.57	🎯$115	$31.01	+519%	+67.1%

▸ MPC Marathon Petroleum

73.1%

+32.5%

+56.6%

+28.9% (4)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
MPC	▲ Overweight	Jun 12, 26	Jun 12, 27	$250.86	🎯$265	$266.33	+6%	+6% so far
MPC	▲ Overweight	Apr 24, 26	Apr 24, 27	$227.21	🎯$233	$266.33	+3%	+17% so far
MPC	▲ Overweight	Oct 3, 25	Oct 3, 26	$193.52	🎯$200	$266.33	+3%	+38% so far
MPC	▲ Overweight	Jul 16, 25	Jul 16, 26	$172.37	🎯$182	$266.33	+6%	+55% so far
MPC	▲ Overweight	Apr 24, 25	Apr 24, 26	$137.44	🎯$160	$226.78	+16%	+65.3%
MPC	▲ Overweight	Sep 16, 24	Sep 16, 25	$163.87	🎯$182	$185.17	+11%	+12.7%
MPC	▲ Overweight	Oct 17, 23	Oct 16, 24	$153.99	🎯$160	$158.61	+4%	+2.8%
MPC	▲ Overweight	Aug 2, 23	Aug 1, 24	$136.22	🎯$150	$164.83	+10%	+20.9%

Sample (4 recent finished + 4 in progress) of 26 calls.

▸ LLY Lilly (Eli)

94.6%

+54.6%

+56.2%

+31.3% (6)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
LLY	▲ Overweight	Apr 10, 26	Apr 10, 27	$929.55	🎯$1327	$1235.56	+43%	+33% so far
LLY	▲ Overweight	Feb 5, 26	Feb 5, 27	$1020.84	🎯$1313	$1235.56	+29%	+21% so far
LLY	▲ Overweight	Nov 24, 25	Nov 24, 26	$1109.94	🎯$1290	$1235.56	+16%	+11% so far
LLY	▲ Overweight	Nov 13, 25	Nov 13, 26	$1022.87	🎯$1171	$1235.56	+14%	+21% so far
LLY	▲ Overweight	Oct 3, 25	Oct 3, 26	$845.05	🎯$1023	$1235.56	+21%	+46% so far
LLY	▲ Overweight	Jul 10, 25	Jul 10, 26	$793.01	🎯$1135	$1235.56	+43%	+56% so far
LLY	▲ Overweight	Apr 9, 25	Apr 9, 26	$720.91	🎯$1124	$937.18	+56%	+30.3%
LLY	▲ Overweight	Aug 27, 24	Aug 27, 25	$954.48	🎯$1106	$734.95	+16%	-23.1%

Sample (2 recent finished + 6 in progress) of 37 calls.

▸ COHR Coherent Corp.

100%

+56.2%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
COHR	▲ Overweight	Aug 17, 23	Aug 16, 24	$33.44	🎯$39	$76.58	+17%	+129.2%
COHR	▲ Overweight	Aug 3, 23	Aug 2, 24	$50.16	🎯$55	$56.18	+10%	+12.1%
COHR	▲ Overweight	May 11, 23	May 10, 24	$29.16	🎯$40	$53.65	+37%	+84.1%
COHR	▲ Overweight	Feb 9, 23	Feb 9, 24	$42.86	🎯$48	$62.15	+12%	+45.5%
COHR	▲ Overweight	Dec 13, 22	Dec 13, 23	$38.4	🎯$45	$42.24	+17%	+10%

▸ CRWD CrowdStrike

88.9%

+53.5%

+28.7% (4)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CRWD	▲ Overweight	Jul 7, 26	Jul 7, 27	$0	🎯$172	$194.62	—	⏳
CRWD	▲ Overweight	Jul 2, 26	Jul 2, 27	$193.98	🎯$172.5	$194.62	-11%	+0% so far
CRWD	▲ Overweight	Jun 4, 26	Jun 4, 27	$167.76	🎯$690	$194.62	+311%	+16% so far
CRWD	▲ Overweight	May 20, 26	May 20, 27	$162.06	🎯$610	$194.62	+276%	+20% so far
CRWD	▲ Overweight	Mar 10, 26	Mar 10, 27	$109.08	🎯$510	$194.62	+368%	+78% so far
CRWD	▲ Overweight	Jun 4, 25	Jun 4, 26	$115.74	🎯$490	$167.82	+323%	+45%
CRWD	▲ Overweight	May 15, 25	May 15, 26	$109.82	🎯$455	$154.85	+314%	+40.9%
CRWD	▲ Overweight	Apr 16, 25	Apr 16, 26	$93.9	🎯$415	$106.11	+342%	+12.9%

Sample (3 recent finished + 5 in progress) of 27 calls.

▸ DASH DoorDash

100%

+53.4%

-22.7% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
DASH	▲ Overweight	Oct 20, 25	Oct 20, 26	$261.97	🎯$330	$195.72	+26%	-25% so far
DASH	▲ Overweight	Aug 7, 25	Aug 7, 26	$259.19	🎯$300	$195.72	+16%	-24% so far
DASH	▲ Overweight	Jul 21, 25	Jul 21, 26	$239.82	🎯$275	$195.72	+15%	-18% so far
DASH	▲ Overweight	Apr 17, 25	Apr 17, 26	$171.82	🎯$210	$189	+22%	+10.5%
DASH	▲ Overweight	Jan 13, 25	Jan 13, 26	$169.33	🎯$200	$213.36	+18%	+25.9%
DASH	▲ Overweight	Aug 2, 24	Aug 2, 25	$121.3	🎯$150	$258.37	+24%	+112.7%
DASH	▲ Overweight	Feb 22, 24	Feb 21, 25	$121.41	🎯$145	$200.33	+19%	+64.7%

▸ ANET Arista Networks

88.2%

+44.5%

+53.2%

+19.0% (7)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
ANET	▲ Overweight	Jun 12, 26	Jun 12, 27	$163.24	🎯$190	$166.46	+16%	+2% so far
ANET	▲ Overweight	Dec 17, 25	Dec 17, 26	$122.36	🎯$159	$166.46	+30%	+36% so far
ANET	▲ Overweight	Oct 10, 25	Oct 10, 26	$154.1	🎯$171	$166.46	+11%	+8% so far
ANET	▲ Overweight	Sep 12, 25	Sep 12, 26	$145.43	🎯$140	$166.46	-4%	+14% so far
ANET	▲ Overweight	Sep 3, 25	Sep 3, 26	$141.17	🎯$135	$166.46	-4%	+18% so far
ANET	▲ Overweight	Aug 6, 25	Aug 6, 26	$139.28	🎯$125	$166.46	-10%	+20% so far
ANET	▲ Overweight	Jul 31, 25	Jul 31, 26	$123.22	🎯$120	$166.46	-3%	+35% so far
ANET	▲ Overweight	May 1, 25	May 1, 26	$91.02	🎯$100	$172.94	+10%	+89.7%

Sample (1 recent finished + 7 in progress) of 17 calls.

▸ AIG American International Group

58.3%

+16.5%

+53.1%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
AIG	▲ Overweight	Aug 16, 21	Aug 16, 22	$54.61	🎯$62	$57.34	+14%	+4.9%
AIG	▲ Overweight	May 27, 21	May 27, 22	$52.71	🎯$60	$59.04	+14%	+11.9%
AIG	▲ Overweight	Feb 25, 21	Feb 25, 22	$43.95	🎯$52	$63.29	+18%	+43.7%
AIG	▲ Overweight	Aug 5, 20	Aug 5, 21	$29.32	🎯$36	$51.02	+23%	+73.8%
AIG	▲ Overweight	Jun 11, 20	Jun 11, 21	$31.61	🎯$38	$52.16	+20%	+64.6%
AIG	▲ Overweight	Apr 1, 20	Apr 1, 21	$21.25	🎯$35	$46.75	+65%	+120%
AIG	▲ Overweight	Nov 14, 19	Nov 13, 20	$54.19	🎯$65	$37.39	+20%	-31.1%
AIG	▲ Overweight	May 30, 19	May 29, 20	$51.07	🎯$58	$30.64	+14%	-40.2%

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

▸ HWM Howmet Aerospace

100%

+52.3%

+45.9% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
HWM	▲ Overweight	Jul 17, 25	Jul 17, 26	$188.83	🎯$210	$275.43	+11%	+46% so far
HWM	▲ Overweight	Feb 19, 25	Feb 19, 26	$138.44	🎯$155	$257.5	+12%	+86.4%
HWM	▲ Overweight	Aug 2, 23	Aug 1, 24	$48.18	🎯$60	$90.1	+25%	+87.1%
HWM	▲ Overweight	May 3, 23	May 2, 24	$44.7	🎯$50	$76.88	+12%	+72.5%
HWM	▲ Overweight	Feb 15, 23	Feb 15, 24	$43.41	🎯$49	$63.38	+13%	+45.8%
HWM	▲ Overweight	Dec 12, 22	Dec 12, 23	$39.21	🎯$47	$54.11	+20%	+38.3%
HWM	▲ Overweight	Sep 8, 22	Sep 8, 23	$35.85	🎯$45	$47.68	+26%	+32.9%
HWM	▲ Overweight	Feb 3, 22	Feb 3, 23	$32.52	🎯$43	$40	+32%	+22.6%

▸ META Meta Platforms

78.6%

+52.0%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
META	▲ Overweight	Aug 1, 24	Aug 1, 25	$497.74	🎯$575	$751.59	+16%	+50.7%
META	▲ Overweight	Sep 28, 23	Sep 27, 24	$303.96	🎯$375	$568.41	+23%	+86.7%
META	▲ Overweight	Jul 27, 23	Jul 26, 24	$311.71	🎯$375	$464.45	+20%	+49.4%
META	▲ Overweight	Jul 13, 23	Jul 12, 24	$308.87	🎯$350	$497.28	+13%	+60.6%
META	▲ Overweight	Apr 27, 23	Apr 26, 24	$238.56	🎯$300	$443.72	+26%	+85.8%
META	▲ Overweight	Mar 21, 23	Mar 20, 24	$202.16	🎯$250	$505.4	+24%	+150.1%
META	▲ Overweight	Oct 10, 22	Oct 10, 23	$133.79	🎯$205	$322.43	+53%	+140.6%
META	▲ Overweight	Aug 19, 22	Aug 19, 23	$167.96	🎯$225	$290.57	+34%	+72.6%

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