Is Oppenheimer a reliable analyst?

In short — Over 1 year, 67.2% of Oppenheimer's targets proved profitable, for an average gain of +21.0% per call (all calls, winners and losers) — i.e. +5.6% vs its sector, across 1813 timestamped calls replayed against real prices. JPI verdict: fairly reliable. An analyst can be good in one sector and poor in another — details below.

67.2%profitable calls

+21.0%avg gain / call

+5.6%vs sector

1813scored calls

In which sectors is Oppenheimer reliable?

Sector

Calls

% profitable

Avg gain 2015+

Avg gain 2020+

Last 12 months

▸ Tech

411

68.9%

+32.4%

+35.0%

+15.1% (84)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TRMB	▲ Outperform	Jul 7, 26	Jul 7, 27	$0	🎯$80	$53.73	—	⏳
GLW	▲ Outperform	Jul 7, 26	Jul 7, 27	$0	🎯$230	$185.38	—	⏳
LRCX	▲ Outperform	Jun 15, 26	Jun 15, 27	$369.34	🎯$400	$326.13	+8%	-12% so far
ORCL	▲ Outperform	Jun 8, 26	Jun 8, 27	$205.81	🎯$275	$141.6	+34%	-31% so far
AVGO	▲ Outperform	Jun 4, 26	Jun 4, 27	$385.73	🎯$535	$370.78	+39%	-4% so far
PANW	▲ Outperform	Jun 3, 26	Jun 3, 27	$279.25	🎯$350	$337.04	+25%	+21% so far
MRVL	▲ Outperform	May 28, 26	May 28, 27	$205	🎯$250	$230.7	+22%	+13% so far
INTU	▲ Outperform	May 21, 26	May 21, 27	$319.94	🎯$406	$281.17	+27%	-12% so far

Sample (0 recent finished + 8 in progress) of 411 calls.

▸ Comm.

161

78.3%

+35.7%

+34.5%

+16.0% (13)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
GOOG	▲ Outperform	May 15, 26	May 15, 27	$393.32	🎯$445	$363.62	+13%	-8% so far
TMUS	▲ Outperform	Apr 29, 26	Apr 29, 27	$198.17	🎯$260	$184.73	+31%	-7% so far
NFLX	▲ Outperform	Apr 17, 26	Apr 17, 27	$94.83	🎯$120	$76.18	+27%	-20% so far
NFLX	▲ Outperform	Mar 27, 26	Mar 27, 27	$93.43	🎯$135	$76.18	+44%	-18% so far
TTD	▲ Outperform	Feb 26, 26	Feb 26, 27	$23.82	🎯$35	$19.18	+47%	-19% so far
NFLX	▲ Outperform	Jan 21, 26	Jan 21, 27	$83.54	🎯$125	$76.18	+50%	-9% so far
GOOG	▲ Outperform	Oct 20, 25	Oct 20, 26	$251.34	🎯$300	$363.62	+19%	+45% so far
GOOGL	▲ Outperform	Sep 3, 25	Sep 3, 26	$232.3	🎯$270	$367.03	+16%	+58% so far

Sample (0 recent finished + 8 in progress) of 161 calls.

▸ Cons. disc.

251

65.7%

+24.1%

+27.4%

-5.6% (30)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
NKE	▲ Outperform	Jun 26, 26	Jun 26, 27	$40.75	🎯$60	$43.21	+47%	+6% so far
DRI	▲ Outperform	Jun 18, 26	Jun 18, 27	$212	🎯$235	$204.5	+11%	-4% so far
LOW	▲ Outperform	May 18, 26	May 18, 27	$218.02	🎯$275	$220.9	+26%	+1% so far
ABNB	▲ Outperform	May 4, 26	May 4, 27	$138.86	🎯$180	$148.8	+30%	+7% so far
BKNG	▲ Outperform	Apr 29, 26	Apr 29, 27	$168.36	🎯$215	$181.95	+28%	+8% so far
AMZN	▲ Outperform	Apr 24, 26	Apr 24, 27	$263.99	🎯$275	$245.98	+4%	-7% so far
ULTA	▲ Outperform	Mar 13, 26	Mar 13, 27	$516.74	🎯$650	$453.78	+26%	-12% so far
AZO	▲ Outperform	Mar 10, 26	Mar 10, 27	$3712.42	🎯$4300	$3074.86	+16%	-17% so far

Sample (0 recent finished + 8 in progress) of 251 calls.

▸ Finance

399

72.7%

+20.0%

+23.2%

+10.0% (56)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
USB	▲ Outperform	Jun 30, 26	Jun 30, 27	$61.96	🎯$73	$62.89	+18%	+2% so far
PNC	▲ Outperform	Jun 30, 26	Jun 30, 27	$251.62	🎯$271	$254.01	+8%	+1% so far
MS	▼ Underperform	Jun 30, 26	Jun 30, 27	$209.04	—	$222.04	—	+6% so far
GS	▼ Underperform	Jun 30, 26	Jun 30, 27	$1011.37	—	$1042.98	—	+3% so far
ARES	▲ Outperform	May 4, 26	May 4, 27	$122.96	🎯$146	$120.7	+19%	-2% so far
V	▲ Outperform	Apr 29, 26	Apr 29, 27	$329.84	🎯$403	$352.2	+22%	+7% so far
USB	▲ Outperform	Apr 29, 26	Apr 29, 27	$56.66	🎯$74	$62.89	+31%	+11% so far
BX	▲ Outperform	Apr 24, 26	Apr 24, 27	$121.65	🎯$156	$120.89	+28%	-1% so far

Sample (0 recent finished + 8 in progress) of 399 calls.

▸ Industry

225

66.7%

+14.8%

+15.1%

+11.3% (61)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
AOS	▲ Outperform	Jun 10, 26	Jun 10, 27	$58.66	🎯$75	$61.31	+28%	+5% so far
IEX	▲ Outperform	Jun 2, 26	Jun 2, 27	$215.34	🎯$250	$221.07	+16%	+3% so far
NDSN	▲ Outperform	May 29, 26	May 29, 27	$287.33	🎯$335	$286.03	+17%	+0% so far
FIX	▲ Outperform	May 28, 26	May 28, 27	$1828.21	🎯$2200	$1683.44	+20%	-8% so far
EME	▲ Outperform	May 28, 26	May 28, 27	$826.82	🎯$1100	$768.38	+33%	-7% so far
PWR	▲ Outperform	May 28, 26	May 28, 27	$711.73	🎯$800	$656.79	+12%	-8% so far
VRT	▲ Outperform	May 21, 26	May 21, 27	$327.46	🎯$353	$305.58	+8%	-7% so far
AOS	▲ Outperform	May 1, 26	May 1, 27	$60.35	🎯$80	$61.31	+33%	+2% so far

Sample (0 recent finished + 8 in progress) of 225 calls.

▸ Cons. staples

100

68%

+12.4%

+12.3%

-1.2% (10)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
DG	▲ Outperform	May 29, 26	May 29, 27	$110.61	🎯$150	$115.43	+36%	+4% so far
COST	▲ Outperform	May 19, 26	May 19, 27	$1074.01	🎯$1160	$947.5	+8%	-12% so far
TGT	▲ Outperform	Mar 4, 26	Mar 4, 27	$120.08	🎯$140	$127.55	+17%	+6% so far
DG	▲ Outperform	Feb 24, 26	Feb 24, 27	$153.96	🎯$170	$115.43	+10%	-25% so far
WMT	▲ Outperform	Feb 9, 26	Feb 9, 27	$126.7	🎯$140	$111.54	+10%	-12% so far
WMT	▲ Outperform	Jan 8, 26	Jan 8, 27	$114.53	🎯$125	$111.54	+9%	-3% so far
COST	▲ Outperform	Nov 3, 25	Nov 3, 26	$928.04	🎯$1050	$947.5	+13%	+2% so far
CHD	▲ Outperform	Oct 21, 25	Oct 21, 26	$88.12	🎯$100	$98.95	+13%	+12% so far

Sample (0 recent finished + 8 in progress) of 100 calls.

▸ Real estate

75%

+4.3%

+3.7%

+17.9% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
INVH	▲ Outperform	Feb 24, 26	Feb 24, 27	$25.62	🎯$31	$30.2	+21%	+18% so far
DLR	▲ Outperform	May 14, 25	May 14, 26	$167.79	🎯$200	$187.92	+19%	+12.4%
INVH	▲ Outperform	May 6, 25	May 6, 26	$34.9	🎯$41	$28.62	+17%	-17.6%
EQIX	▲ Outperform	Feb 13, 25	Feb 13, 26	$933.6	🎯$975	$952.27	+4%	+2%
HST	▲ Outperform	Aug 12, 24	Aug 12, 25	$16.09	🎯$22	$16.09	+37%	+0.1%
EQIX	▲ Outperform	Mar 20, 24	Mar 20, 25	$811.64	🎯$950	$835.99	+17%	+2.8%
INVH	▲ Outperform	Jan 5, 24	Jan 4, 25	$34.23	🎯$40	$31.15	+17%	-8.9%
HST	▲ Outperform	Jan 5, 24	Jan 4, 25	$20.39	🎯$23	$17.33	+13%	-15.2%

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

▸ Health

194

50.5%

+2.9%

+3.2%

+9.3% (26)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
VEEV	▲ Outperform	Jun 4, 26	Jun 4, 27	$172.61	🎯$225	$192.3	+30%	+11% so far
VEEV	▲ Outperform	May 18, 26	May 18, 27	$163.85	🎯$225	$192.3	+37%	+17% so far
PODD	▲ Outperform	May 7, 26	May 7, 27	$160.4	🎯$210	$161.55	+31%	+1% so far
CNC	▲ Outperform	Apr 29, 26	Apr 29, 27	$53.69	🎯$58	$66.12	+8%	+23% so far
HCA	▲ Outperform	Apr 27, 26	Apr 27, 27	$445.77	🎯$520	$423.11	+17%	-5% so far
UNH	▲ Outperform	Apr 22, 26	Apr 22, 27	$354.56	🎯$405	$428.19	+14%	+21% so far
ABT	▲ Outperform	Apr 17, 26	Apr 17, 27	$96	🎯$115	$95.84	+20%	+0% so far
BIIB	▲ Outperform	Apr 1, 26	Apr 1, 27	$177.34	🎯$275	$205.7	+55%	+16% so far

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

▸ Materials

42.4%

-4.9%

-7.6%

-0.8% (8)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
IFF	▲ Outperform	May 7, 26	May 7, 27	$78.26	🎯$90	$81.83	+15%	+5% so far
IFF	▲ Outperform	Apr 22, 26	Apr 22, 27	$70.94	🎯$88	$81.83	+24%	+15% so far
CTVA	▲ Outperform	Apr 22, 26	Apr 22, 27	$79.63	🎯$89	$86.75	+12%	+9% so far
IFF	▲ Outperform	Feb 13, 26	Feb 13, 27	$82.74	🎯$97	$81.83	+17%	-1% so far
CTVA	▲ Outperform	Jan 27, 26	Jan 27, 27	$73	🎯$78	$86.75	+7%	+19% so far
ALB	▲ Outperform	Jan 21, 26	Jan 21, 27	$188.32	🎯$207	$129.02	+10%	-31% so far
MOS	▲ Outperform	Jul 15, 25	Jul 15, 26	$35.52	🎯$43	$21.12	+21%	-41% so far
CTVA	▲ Outperform	Jul 15, 25	Jul 15, 26	$72.98	🎯$87	$86.75	+19%	+19% so far

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

▸ Energy

40%

-12.6%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
EOG	▲ Outperform	Aug 22, 19	Aug 21, 20	$75.51	🎯$102	$43.04	+35%	-42.5%
FANG	▲ Outperform	Aug 22, 19	Aug 21, 20	$99.23	🎯$138	$39.69	+39%	-60.5%
EOG	▲ Outperform	Mar 27, 19	Mar 26, 20	$94.59	🎯$108	$39.73	+14%	-58.2%
FANG	▲ Outperform	Oct 3, 18	Oct 3, 19	$139.92	🎯$166	$85.35	+19%	-38.6%
SLB	▲ Outperform	Jan 7, 16	Jan 6, 17	$65.08	🎯$94	$85.91	+44%	+31.8%
SLB	▲ Outperform	Oct 19, 15	Oct 18, 16	$75.55	🎯$95	$83.11	+26%	+10.4%
HAL	▲ Outperform	Oct 1, 15	Sep 30, 16	$36.8	🎯$48	$44.9	+30%	+22%
SLB	▲ Outperform	Oct 1, 15	Sep 30, 16	$70.32	🎯$100	$78.76	+42%	+12.2%

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

The stocks Oppenheimer covers (track record per stock)

Stock

Calls

% profitable

Avg gain 2015+

Avg gain 2020+

Last 12 months

▸ LRCX Lam Research

100%

+270.1%

+115.7% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
LRCX	▲ Outperform	Jun 15, 26	Jun 15, 27	$369.34	🎯$400	$326.13	+8%	-12% so far
LRCX	▲ Outperform	Oct 23, 25	Oct 23, 26	$151.68	🎯$200	$326.13	+32%	+115% so far
LRCX	▲ Outperform	Jul 31, 25	Jul 31, 26	$94.84	🎯$120	$326.13	+27%	+244% so far
LRCX	▲ Outperform	Jun 17, 25	Jun 17, 26	$92.24	🎯$110	$389.25	+19%	+321.8%
LRCX	▲ Outperform	Apr 11, 25	Apr 11, 26	$67.86	🎯$80	$267.37	+18%	+293.9%
LRCX	▲ Outperform	Mar 20, 25	Mar 20, 26	$77.55	🎯$95	$228	+23%	+194.5%

▸ TSLA Tesla, Inc.

80%

+196.4%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TSLA	▲ Outperform	Apr 21, 22	Apr 21, 23	$336.26	🎯$1291	$164.77	+284%	-50.9%
TSLA	▲ Outperform	Jan 27, 22	Jan 27, 23	$282.12	🎯$1103	$166.45	+291%	-40.9%
TSLA	▲ Outperform	Apr 27, 21	Apr 27, 22	$231.47	🎯$1080	$291.65	+367%	+26.4%
TSLA	▲ Outperform	Jan 20, 21	Jan 20, 22	$283.48	🎯$1036	$331.67	+265%	+17.2%
TSLA	▲ Outperform	Oct 22, 20	Oct 22, 21	$140.21	🎯$486	$342.11	+247%	+143.7%
TSLA	▲ Outperform	Sep 4, 20	Sep 4, 21	$110.07	🎯$451	$250.96	+310%	+128%
TSLA	▲ Outperform	Jul 23, 20	Jul 23, 21	$94.47	🎯$2209	$219.17	+2238%	+132.1%
TSLA	▲ Outperform	Apr 30, 20	Apr 30, 21	$52.13	🎯$968	$236.67	+1757%	+353.7%

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

▸ APP AppLovin

85.7%

+179.2%

-6.3% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
APP	▲ Outperform	Mar 5, 26	Mar 5, 27	$502.14	🎯$660	$527.98	+31%	+5% so far
APP	▲ Outperform	Sep 23, 25	Sep 23, 26	$641.92	🎯$740	$527.98	+15%	-18% so far
APP	▲ Outperform	May 8, 25	May 8, 26	$328.54	🎯$500	$479.67	+52%	+45.6%
APP	▲ Outperform	Feb 13, 25	Feb 13, 26	$510.13	🎯$560	$377.5	+10%	-26.2%
APP	▲ Outperform	Dec 10, 24	Dec 10, 25	$338.21	🎯$480	$717.01	+42%	+112%
APP	▲ Outperform	Nov 25, 24	Nov 25, 25	$329.77	🎯$480	$586.99	+46%	+77.8%
APP	▲ Outperform	Nov 7, 24	Nov 7, 25	$290.01	🎯$260	$652.52	-10%	+124.6%
APP	▲ Outperform	Oct 23, 24	Oct 23, 25	$159.4	🎯$180	$589.78	+13%	+270%

Sample (6 recent finished + 2 in progress) of 14 calls.

▸ KLAC KLA Corporation

100%

+147.2%

+52.0% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
KLAC	▲ Outperform	Mar 13, 26	Mar 13, 27	$143.82	🎯$1900	$216.47	+1221%	+51% so far
KLAC	▲ Outperform	Jan 30, 26	Jan 30, 27	$141.04	🎯$1800	$216.47	+1176%	+53% so far
KLAC	▲ Outperform	Jun 17, 25	Jun 17, 26	$87.12	🎯$950	$259.62	+990%	+198%
KLAC	▲ Outperform	May 1, 25	May 1, 26	$69.82	🎯$740	$171.06	+960%	+145.4%
KLAC	▲ Outperform	Apr 11, 25	Apr 11, 26	$67.02	🎯$700	$176.93	+944%	+163.9%
KLAC	▲ Outperform	Oct 31, 24	Oct 31, 25	$66.62	🎯$850	$120.58	+1176%	+81.4%

▸ NVDA Nvidia

92.9%

+109.8%

+113.4%

+10.9% (5)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
NVDA	▲ Outperform	Feb 26, 26	Feb 26, 27	$177.19	🎯$265	$196.93	+50%	+11% so far
NVDA	▲ Outperform	Nov 20, 25	Nov 20, 26	$178.88	🎯$265	$196.93	+48%	+10% so far
NVDA	▲ Outperform	Nov 13, 25	Nov 13, 26	$186.86	🎯$265	$196.93	+42%	+5% so far
NVDA	▲ Outperform	Aug 28, 25	Aug 28, 26	$174.18	🎯$225	$196.93	+29%	+13% so far
NVDA	▲ Outperform	Jul 15, 25	Jul 15, 26	$171.37	🎯$200	$196.93	+17%	+15% so far
NVDA	▲ Outperform	Jun 16, 25	Jun 16, 26	$144.12	🎯$175	$204.65	+21%	+42%
NVDA	▲ Outperform	Nov 21, 24	Nov 21, 25	$141.95	🎯$175	$183.12	+23%	+28.6%
NVDA	▲ Outperform	Nov 14, 24	Nov 14, 25	$146.76	🎯$175	$190.79	+19%	+29.6%

Sample (3 recent finished + 5 in progress) of 28 calls.

▸ META Meta Platforms

100%

+97.6%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
META	▲ Outperform	Aug 1, 24	Aug 1, 25	$497.74	🎯$615	$751.59	+24%	+50.7%
META	▲ Outperform	Jul 19, 24	Jul 19, 25	$476.79	🎯$525	$715.19	+10%	+49.5%
META	▲ Outperform	Apr 25, 24	Apr 25, 25	$441.38	🎯$500	$547.31	+13%	+24%
META	▲ Outperform	Apr 8, 24	Apr 8, 25	$516.9	🎯$585	$584.1	+13%	+13.3%
META	▲ Outperform	Feb 2, 24	Feb 1, 25	$459.41	🎯$525	$698.3	+14%	+51.8%
META	▲ Outperform	Sep 28, 23	Sep 27, 24	$300.21	🎯$385	$573.4	+28%	+90.7%
META	▲ Outperform	Jul 27, 23	Jul 26, 24	$325.48	🎯$385	$465.44	+18%	+43.1%
META	▲ Outperform	Jun 5, 23	Jun 4, 24	$271.39	🎯$350	$477.65	+29%	+75.8%

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

▸ WSM Williams-Sonoma, Inc.

20%

+5.1%

+97.5%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
WSM	▲ Outperform	Jan 28, 20	Jan 27, 21	$37.36	🎯$90	$73.97	+141%	+97.5%
WSM	▲ Outperform	Sep 20, 16	Sep 20, 17	$24.85	—	$23.61	—	-4.8%
WSM	▲ Outperform	Aug 25, 16	Aug 25, 17	$27.58	🎯$65	$22.62	+136%	-17.7%
WSM	▲ Outperform	Feb 12, 16	Feb 11, 17	$27.08	🎯$65	$23.56	+140%	-13%
WSM	▲ Outperform	Jun 12, 15	Jun 11, 16	$40.23	🎯$90	$25.34	+124%	-36.6%

▸ GE GE Aerospace

100%

+91.4%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
GE	▲ Outperform	Apr 27, 23	Apr 26, 24	$78.26	🎯$102	$162	+30%	+107.5%
GE	▲ Outperform	Mar 14, 23	Mar 13, 24	$72.76	🎯$102	$136.06	+40%	+86.6%
GE	▲ Outperform	Mar 8, 23	Mar 7, 24	$69.42	🎯$98	$132.59	+41%	+91.4%
GE	▲ Outperform	Dec 6, 22	Dec 6, 23	$53.13	🎯$104	$95.63	+96%	+80%

▸ BX Blackstone Inc.

100%

+55.4%

+74.6%

-2.5% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
BX	▲ Outperform	Apr 24, 26	Apr 24, 27	$121.65	🎯$156	$120.89	+28%	-1% so far
BX	▲ Outperform	Apr 13, 26	Apr 13, 27	$126.33	🎯$154	$120.89	+22%	-4% so far
BX	▲ Outperform	Oct 20, 23	Oct 19, 24	$92.74	🎯$105	$170.64	+13%	+84.1%
BX	▲ Outperform	Jul 21, 23	Jul 20, 24	$105.13	🎯$117	$140.87	+11%	+34.3%
BX	▲ Outperform	Apr 21, 23	Apr 20, 24	$89.45	🎯$106	$121.65	+19%	+36.5%
BX	▲ Outperform	Apr 13, 23	Apr 12, 24	$84.31	🎯$111	$123.09	+32%	+46.5%
BX	▲ Outperform	Oct 29, 20	Oct 29, 21	$50.99	🎯$58	$138.18	+14%	+171.5%
BX	▲ Outperform	Jul 14, 17	Jul 14, 18	$34.55	🎯$38	$35.24	+10%	+2.3%

▸ HPE Hewlett Packard Enterprise

75%

+25.2%

+73.7%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
HPE	▲ Outperform	May 22, 20	May 22, 21	$9.42	🎯$13	$16.39	+38%	+73.7%
HPE	▲ Outperform	Aug 28, 19	Aug 27, 20	$13.68	🎯$17	$9.85	+24%	-28.1%
HPE	▲ Outperform	Jul 14, 16	Jul 14, 17	$11.49	🎯$25	$13.33	+118%	+16.3%
HPE	▲ Outperform	Apr 14, 16	Apr 14, 17	$10.11	—	$14.05	—	+38.9%

▸ KKR KKR & Co.

63.2%

+42.9%

+73.4%

-21.1% (6)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
KKR	▲ Outperform	Apr 13, 26	Apr 13, 27	$100.43	🎯$140	$95.14	+39%	-5% so far
KKR	▲ Outperform	Feb 6, 26	Feb 6, 27	$107.29	🎯$187	$95.14	+74%	-11% so far
KKR	▲ Outperform	Nov 10, 25	Nov 10, 26	$121.36	🎯$166	$95.14	+37%	-22% so far
KKR	▲ Outperform	Oct 14, 25	Oct 14, 26	$124.46	🎯$164	$95.14	+32%	-24% so far
KKR	▲ Outperform	Aug 1, 25	Aug 1, 26	$145.13	🎯$166	$95.14	+14%	-34% so far
KKR	▲ Outperform	Jul 14, 25	Jul 14, 26	$137.21	🎯$162	$95.14	+18%	-31% so far
KKR	▲ Outperform	Dec 12, 24	Dec 12, 25	$154.34	🎯$175	$134.28	+13%	-12.6%
KKR	▲ Outperform	Oct 16, 24	Oct 16, 25	$135.67	🎯$148	$118.03	+9%	-13.4%

Sample (2 recent finished + 6 in progress) of 19 calls.

▸ GLW Corning Inc.

100%

+68.5%

+97.4% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
GLW	▲ Outperform	Jul 7, 26	Jul 7, 27	$0	🎯$230	$185.38	—	⏳
GLW	▲ Outperform	May 7, 26	May 7, 27	$182.4	🎯$210	$185.38	+15%	+2% so far
GLW	▲ Outperform	Jul 30, 25	Jul 30, 26	$63.24	🎯$72	$185.38	+14%	+193% so far
GLW	▲ Outperform	Apr 30, 25	Apr 30, 26	$44.78	🎯$55	$158.07	+23%	+253.4%
GLW	▲ Outperform	Oct 30, 24	Oct 30, 25	$47.59	🎯$58	$88.99	+22%	+87.2%
GLW	▲ Outperform	Sep 20, 24	Sep 20, 25	$44.65	🎯$51	$79.03	+14%	+77.3%
GLW	▲ Outperform	Jul 31, 24	Jul 31, 25	$40.01	🎯$47	$63.22	+17%	+58.1%
GLW	▲ Outperform	Jul 10, 24	Jul 10, 25	$45.05	🎯$50	$51.81	+11%	+14.5%

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

▸ DASH DoorDash

80%

+57.6%

-13.0% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
DASH	▲ Outperform	Feb 19, 26	Feb 19, 27	$176.29	🎯$235	$195.72	+33%	+11% so far
DASH	▲ Outperform	Oct 16, 25	Oct 16, 26	$263.06	🎯$350	$195.72	+33%	-26% so far
DASH	▲ Outperform	Aug 7, 25	Aug 7, 26	$259.19	🎯$310	$195.72	+20%	-24% so far
DASH	▲ Outperform	Jun 30, 25	Jun 30, 26	$238.01	🎯$280	$188.03	+18%	-20.6%
DASH	▲ Outperform	Feb 12, 25	Feb 12, 26	$205.64	🎯$235	$160.4	+14%	-22%
DASH	▲ Outperform	Sep 27, 24	Sep 27, 25	$142.23	🎯$160	$273.08	+12%	+91.6%
DASH	▲ Outperform	Aug 2, 24	Aug 2, 25	$121.3	🎯$145	$258.37	+20%	+112.7%
DASH	▲ Outperform	May 2, 24	May 2, 25	$114.31	🎯$125	$204.61	+9%	+79.4%

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

▸ TSCO Tractor Supply

60%

+27.4%

+52.7%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TSCO	▲ Outperform	May 1, 23	Apr 30, 24	$47.79	🎯$280	$54.48	+486%	+14.3%
TSCO	▲ Outperform	Mar 18, 22	Mar 18, 23	$46.71	🎯$270	$46.24	+478%	-0.6%
TSCO	▲ Outperform	May 27, 20	May 27, 21	$23.95	🎯$135	$36.64	+464%	+52.6%
TSCO	▲ Outperform	Apr 24, 20	Apr 24, 21	$20.4	🎯$110	$38.15	+439%	+87.2%
TSCO	▲ Outperform	Apr 1, 20	Apr 1, 21	$16.8	🎯$100	$35.28	+495%	+110.1%
TSCO	▲ Outperform	Sep 14, 18	Sep 14, 19	$17.48	🎯$100	$19.05	+472%	+9.4%
TSCO	▲ Outperform	Apr 27, 18	Apr 27, 19	$13.69	—	$20.95	—	+53%
TSCO	▲ Outperform	Jun 10, 16	Jun 10, 17	$18.25	🎯$110	$11.5	+503%	-36.8%

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

▸ AVGO Broadcom

92.9%

+51.0%

+52.6%

+9.7% (6)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
AVGO	▲ Outperform	Jun 4, 26	Jun 4, 27	$385.73	🎯$535	$370.78	+39%	-4% so far
AVGO	▲ Outperform	Dec 12, 25	Dec 12, 26	$359.93	🎯$450	$370.78	+25%	+3% so far
AVGO	▲ Outperform	Dec 5, 25	Dec 5, 26	$390.24	🎯$435	$370.78	+11%	-5% so far
AVGO	▲ Outperform	Sep 5, 25	Sep 5, 26	$345.65	🎯$360	$370.78	+4%	+7% so far
AVGO	▲ Outperform	Aug 28, 25	Aug 28, 26	$297.39	🎯$325	$370.78	+9%	+25% so far
AVGO	▲ Outperform	Jul 15, 25	Jul 15, 26	$280.81	🎯$305	$370.78	+9%	+32% so far
AVGO	▲ Outperform	May 30, 25	May 30, 26	$248.71	🎯$265	$460.11	+7%	+84.9%
AVGO	▲ Outperform	Jul 16, 24	Jul 16, 25	$155.98	🎯$200	$287	+28%	+83.7%

Sample (2 recent finished + 6 in progress) of 14 calls.

▸ CRWD CrowdStrike

85.7%

+52.1%

+51.5%

+78.5% (4)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CRWD	▲ Outperform	Feb 24, 26	Feb 24, 27	$87.56	🎯$500	$194.62	+471%	+122% so far
CRWD	▲ Outperform	Nov 21, 25	Nov 21, 26	$126.71	🎯$580	$194.62	+358%	+54% so far
CRWD	▲ Outperform	Oct 17, 25	Oct 17, 26	$125.9	🎯$560	$194.62	+345%	+55% so far
CRWD	▲ Outperform	Aug 28, 25	Aug 28, 26	$105.93	🎯$520	$194.62	+391%	+84% so far
CRWD	▲ Outperform	Jun 4, 25	Jun 4, 26	$115.74	🎯$520	$167.82	+349%	+45%
CRWD	▲ Outperform	Nov 27, 24	Nov 27, 25	$86.49	🎯$410	$127.14	+374%	+47.2%
CRWD	▲ Outperform	Aug 29, 24	Aug 29, 25	$67.92	🎯$365	$105.96	+437%	+56%
CRWD	▲ Outperform	Jun 5, 24	Jun 5, 25	$85.54	🎯$400	$115.48	+368%	+35.3%

Sample (4 recent finished + 4 in progress) of 14 calls.

▸ APO Apollo Global Management

100%

+50.4%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
APO	▲ Outperform	May 10, 23	May 9, 24	$63.72	🎯$85	$112.15	+33%	+75.9%
APO	▲ Outperform	Apr 13, 23	Apr 12, 24	$64.8	🎯$79	$110.16	+22%	+70%
APO	▲ Outperform	Aug 8, 22	Aug 8, 23	$57.42	🎯$61	$82.68	+6%	+43.6%
APO	▲ Outperform	Apr 13, 22	Apr 13, 23	$57.75	🎯$64	$64.68	+11%	+12.2%

▸ COF Capital One

30%

+16.9%

+49.6%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
COF	▲ Outperform	Nov 2, 21	Nov 2, 22	$151.91	🎯$180	$103.3	+18%	-32.1%
COF	▲ Outperform	Oct 13, 21	Oct 13, 22	$162.1	🎯$188	$97.26	+16%	-39.6%
COF	▲ Outperform	Apr 24, 20	Apr 24, 21	$56.15	🎯$63	$138.13	+12%	+146.3%
COF	▲ Outperform	Mar 26, 20	Mar 26, 21	$57.87	🎯$66	$129.63	+14%	+123.9%
COF	▲ Outperform	Jul 9, 18	Jul 9, 19	$96.56	—	$92.7	—	-4.4%
COF	▼ Underperform	Jul 10, 17	Jul 10, 18	$82.05	🎯$82	$96	+0%	-17%
COF	▼ Underperform	Apr 5, 16	Apr 5, 17	$68.53	—	$84.29	—	-22.8%
COF	▲ Outperform	Jan 5, 16	Jan 4, 17	$69.46	—	$90.3	—	+30%

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

▸ LYV Live Nation Entertainment

87.5%

+44.3%

+16.1% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
LYV	▲ Outperform	Aug 12, 25	Aug 12, 26	$158.43	🎯$180	$183.92	+14%	+16% so far
LYV	▲ Outperform	Nov 12, 24	Nov 12, 25	$127.02	🎯$155	$137.18	+22%	+7.7%
LYV	▲ Outperform	Sep 6, 24	Sep 6, 25	$92.78	🎯$120	$169.79	+29%	+82.6%
LYV	▲ Outperform	Jun 25, 24	Jun 25, 25	$90.32	🎯$110	$147.22	+22%	+63%
LYV	▲ Outperform	May 24, 24	May 24, 25	$95.99	🎯$110	$143.03	+15%	+49%
LYV	▲ Outperform	Feb 23, 24	Feb 22, 25	$95.32	🎯$120	$154.42	+26%	+62.2%
LYV	▲ Outperform	Feb 21, 24	Feb 20, 25	$93.49	🎯$115	$149.58	+23%	+59.8%
LYV	▲ Outperform	Sep 28, 23	Sep 27, 24	$83.04	🎯$115	$109.61	+38%	+31.9%

▸ NFLX Netflix

82.1%

+42.7%

+42.9%

-15.6% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
NFLX	▲ Outperform	Apr 17, 26	Apr 17, 27	$94.83	🎯$120	$76.18	+27%	-20% so far
NFLX	▲ Outperform	Mar 27, 26	Mar 27, 27	$93.43	🎯$135	$76.18	+44%	-18% so far
NFLX	▲ Outperform	Jan 21, 26	Jan 21, 27	$83.54	🎯$125	$76.18	+50%	-9% so far
NFLX	▲ Outperform	Jun 12, 25	Jun 12, 26	$121.21	🎯$1425	$81.21	+1076%	-32.6%
NFLX	▲ Outperform	Apr 18, 25	Apr 18, 26	$98.79	🎯$1200	$94.84	+1115%	-4%
NFLX	▲ Outperform	Jan 22, 25	Jan 22, 26	$95.4	🎯$1150	$83.95	+1105%	-12.4%
NFLX	▲ Outperform	Jan 15, 25	Jan 15, 26	$84.24	🎯$1040	$87.61	+1135%	+4.5%
NFLX	▲ Outperform	Dec 16, 24	Dec 16, 25	$92.11	🎯$1065	$94.87	+1056%	+2.7%

Sample (5 recent finished + 3 in progress) of 28 calls.

▸ GS Goldman Sachs

76.5%

+30.9%

+38.6%

-3.1% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
GS	▼ Underperform	Jun 30, 26	Jun 30, 27	$1011.37	—	$1042.98	—	+3% so far
GS	▲ Outperform	Jan 3, 25	Jan 3, 26	$583.39	🎯$639	$950.93	+10%	+62.6%
GS	▲ Outperform	Nov 5, 24	Nov 5, 25	$595.98	🎯$661	$786.69	+11%	+32.2%
GS	▲ Outperform	Oct 16, 24	Oct 16, 25	$529.86	🎯$614	$757.7	+16%	+43.1%
GS	▲ Outperform	Oct 2, 24	Oct 2, 25	$486.1	🎯$577	$792.34	+19%	+62.5%
GS	▲ Outperform	Jul 16, 24	Jul 16, 25	$503.02	🎯$559	$709.26	+11%	+40.9%
GS	▲ Outperform	Apr 30, 24	Apr 30, 25	$426.71	🎯$517	$546.19	+21%	+28.3%
GS	▲ Outperform	Apr 16, 24	Apr 16, 25	$396.86	🎯$479	$500.04	+21%	+25.8%

Sample (7 recent finished + 1 in progress) of 34 calls.

▸ JPM JPMorgan Chase

95.5%

+36.0%

+37.8%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
JPM	▲ Outperform	Nov 5, 24	Nov 5, 25	$247.06	🎯$241	$313.77	-2%	+26.9%
JPM	▲ Outperform	Oct 14, 24	Oct 14, 25	$222.39	🎯$232	$304.67	+4%	+37.5%
JPM	▲ Outperform	Oct 2, 24	Oct 2, 25	$205.23	🎯$234	$309.9	+14%	+51.1%
JPM	▲ Outperform	Jul 15, 24	Jul 15, 25	$210.05	🎯$221	$285.67	+5%	+36.4%
JPM	▲ Outperform	Apr 15, 24	Apr 15, 25	$182.89	🎯$217	$232.27	+19%	+27.5%
JPM	▲ Outperform	Mar 19, 24	Mar 19, 25	$193.79	🎯$219	$238.36	+13%	+23.4%
JPM	▲ Outperform	Jan 30, 24	Jan 29, 25	$174.36	🎯$238	$268.51	+36%	+53.8%
JPM	▲ Outperform	Jan 16, 24	Jan 15, 25	$167.09	🎯$232	$253.98	+39%	+52.2%

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

▸ GOOGL Alphabet Inc. (Class A)

81.3%

+37.5%

+58.0% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
GOOGL	▲ Outperform	Sep 3, 25	Sep 3, 26	$232.3	🎯$270	$367.03	+16%	+58% so far
GOOGL	▲ Outperform	Apr 25, 25	Apr 25, 26	$161.96	🎯$200	$349.83	+23%	+116.3%
GOOGL	▲ Outperform	Apr 10, 25	Apr 10, 26	$152.82	🎯$185	$317.87	+21%	+107.6%
GOOGL	▲ Outperform	Jan 30, 25	Jan 30, 26	$200.87	🎯$225	$337.46	+12%	+68.3%
GOOGL	▲ Outperform	Apr 26, 24	Apr 26, 25	$166.15	🎯$205	$161.17	+23%	-3.3%
GOOGL	▲ Outperform	Apr 26, 23	Apr 25, 24	$103.71	🎯$145	$155.57	+40%	+50.4%
GOOGL	▲ Outperform	Apr 24, 23	Apr 23, 24	$105.97	🎯$135	$157.9	+27%	+49.3%
GOOGL	▲ Outperform	Feb 3, 23	Feb 3, 24	$104.78	🎯$155	$143.55	+48%	+37.1%

Sample (7 recent finished + 1 in progress) of 16 calls.

▸ PHM PulteGroup

55.6%

+37.3%

+11.0% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
PHM	▲ Outperform	Jan 30, 26	Jan 30, 27	$127.07	🎯$149	$129.92	+17%	+2% so far
PHM	▲ Outperform	Jul 23, 25	Jul 23, 26	$116.03	🎯$140	$129.92	+21%	+12% so far
PHM	▲ Outperform	Jul 15, 25	Jul 15, 26	$109.29	🎯$132	$129.92	+21%	+19% so far
PHM	▲ Outperform	Jan 31, 25	Jan 31, 26	$109.15	🎯$150	$126.61	+37%	+16.4%
PHM	▲ Outperform	Oct 23, 24	Oct 23, 25	$133.16	🎯$165	$121.18	+24%	-9.2%
PHM	▲ Outperform	Oct 2, 24	Oct 2, 25	$142.97	🎯$168	$137.25	+18%	-3.7%
PHM	▲ Outperform	Jul 24, 24	Jul 24, 25	$125	🎯$151	$116.25	+21%	-6.9%
PHM	▲ Outperform	Apr 24, 24	Apr 24, 25	$112.26	🎯$143	$103.28	+27%	-8.4%

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

▸ C Citigroup

95.5%

+37.2%

+35.5% (7)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
C	▲ Outperform	Apr 15, 26	Apr 15, 27	$129.34	🎯$144	$140.77	+11%	+9% so far
C	▲ Outperform	Mar 27, 26	Mar 27, 27	$107.38	🎯$132	$140.77	+23%	+31% so far
C	▲ Outperform	Jan 15, 26	Jan 15, 27	$118.04	🎯$144	$140.77	+22%	+19% so far
C	▲ Outperform	Nov 19, 25	Nov 19, 26	$97.63	🎯$120	$140.77	+23%	+44% so far
C	▲ Outperform	Sep 23, 25	Sep 23, 26	$101.65	🎯$123	$140.77	+21%	+38% so far
C	▲ Outperform	Jul 30, 25	Jul 30, 26	$93.7	🎯$124	$140.77	+32%	+50% so far
C	▲ Outperform	Jul 16, 25	Jul 16, 26	$90.02	🎯$123	$140.77	+37%	+56% so far
C	▲ Outperform	Apr 28, 25	Apr 28, 26	$68.88	🎯$94	$127.43	+36%	+85.3%

Sample (1 recent finished + 7 in progress) of 22 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.