Is UBS a reliable analyst?

In short — Over 1 year, 62.9% of UBS's targets proved profitable, for an average gain of +17.2% per call (all calls, winners and losers) — i.e. +5.5% vs its sector, across 2703 timestamped calls replayed against real prices. JPI verdict: fairly reliable. An analyst can be good in one sector and poor in another — details below.

62.9%profitable calls

+17.2%avg gain / call

+5.5%vs sector

2703scored calls

In which sectors is UBS reliable?

Sector

Calls

% profitable

Avg gain 2015+

Avg gain 2020+

Last 12 months

▸ Materials

139

65.5%

+31.5%

+40.7%

-0.5% (65)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
FCX	▲ Buy	Jun 30, 26	Jun 30, 27	$60.53	🎯$77	$59.33	+27%	-2% so far
NEM	▲ Buy	Jun 30, 26	Jun 30, 27	$93.3	🎯$120	$95.06	+29%	+2% so far
ECL	▲ Buy	May 27, 26	May 27, 27	$260.25	🎯$325	$283.08	+25%	+9% so far
FCX	▲ Buy	May 21, 26	May 21, 27	$61.99	🎯$75	$59.33	+21%	-4% so far
PKG	▲ Buy	May 20, 26	May 20, 27	$213.21	🎯$248	$232.4	+16%	+9% so far
ALB	▲ Buy	May 9, 26	May 9, 27	$209.99	🎯$264	$129.02	+26%	-39% so far
DD	▲ Buy	May 6, 26	May 6, 27	$145.08	🎯$59	$139.61	-59%	-4% so far
SW	▲ Buy	Apr 13, 26	Apr 13, 27	$42.1	🎯$56	$45	+33%	+7% so far

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

▸ Tech

432

68.5%

+33.5%

+38.1%

+51.9% (144)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CRWD	▲ Buy	Jul 7, 26	Jul 7, 27	$0	🎯$235	$194.62	—	⏳
TXN	▲ Buy	Jun 29, 26	Jun 29, 27	$298.07	🎯$350	$293.3	+17%	-2% so far
MRVL	▲ Buy	Jun 29, 26	Jun 29, 27	$297.89	🎯$340	$230.7	+14%	-23% so far
AMD	▲ Buy	Jun 24, 26	Jun 24, 27	$519.74	🎯$670	$516.11	+29%	-1% so far
FSLR	▲ Buy	Jun 11, 26	Jun 11, 27	$267.31	🎯$330	$227.72	+23%	-15% so far
AMAT	▲ Buy	Jun 10, 26	Jun 10, 27	$552.64	🎯$570	$554.5	+3%	+0% so far
LRCX	▲ Buy	Jun 9, 26	Jun 9, 27	$321.8	🎯$375	$326.13	+17%	+1% so far
GLW	▲ Buy	Jun 5, 26	Jun 5, 27	$187.54	🎯$228	$185.38	+22%	-1% so far

Sample (0 recent finished + 8 in progress) of 432 calls.

▸ Energy

155

58.7%

+23.0%

+32.7%

+10.7% (54)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
EOG	▲ Buy	Jul 2, 26	Jul 2, 27	$130.78	🎯$158	$134.54	+21%	+3% so far
SLB	▲ Buy	Jul 1, 26	Jul 1, 27	$45.13	🎯$66	$46.42	+46%	+3% so far
DVN	▲ Buy	Jun 10, 26	Jun 10, 27	$44.61	🎯$58	$42.41	+30%	-5% so far
WMB	▲ Buy	May 13, 26	May 13, 27	$75.71	🎯$91	$75.08	+20%	-1% so far
XOM	▲ Buy	May 4, 26	May 4, 27	$154.88	🎯$174	$141.69	+12%	-9% so far
CVX	▲ Buy	May 4, 26	May 4, 27	$192.64	🎯$220	$174.01	+14%	-10% so far
EXE	▲ Buy	Apr 30, 26	Apr 30, 27	$100.12	🎯$135	$89.56	+35%	-11% so far
SLB	▲ Buy	Apr 29, 26	Apr 29, 27	$56.88	🎯$69	$46.42	+21%	-18% so far

Sample (0 recent finished + 8 in progress) of 155 calls.

▸ Cons. disc.

343

64.1%

+17.0%

+23.0%

-3.0% (103)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
DPZ	▲ Buy	Jul 2, 26	Jul 2, 27	$311.66	🎯$375	$313.14	+20%	+0% so far
DRI	▲ Buy	Jun 26, 26	Jun 26, 27	$205.7	🎯$240	$204.5	+17%	-1% so far
TPR	▲ Buy	Jun 23, 26	Jun 23, 27	$149.75	🎯$230	$146.3	+54%	-2% so far
F	▲ Buy	Jun 8, 26	Jun 8, 27	$14.95	🎯$17	$13.56	+14%	-9% so far
ULTA	▲ Buy	Jun 3, 26	Jun 3, 27	$462.52	🎯$735	$453.78	+59%	-2% so far
DECK	▲ Buy	May 22, 26	May 22, 27	$111.44	🎯$161	$106.08	+44%	-5% so far
RL	▲ Buy	May 22, 26	May 22, 27	$381.78	🎯$511	$395.31	+34%	+4% so far
LOW	▲ Buy	May 21, 26	May 21, 27	$215.03	🎯$285	$220.9	+33%	+3% so far

Sample (0 recent finished + 8 in progress) of 343 calls.

▸ Comm.

137

67.2%

+22.6%

+22.7%

-9.8% (23)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TMUS	▲ Buy	Jun 22, 26	Jun 22, 27	$184.57	🎯$255	$184.73	+38%	+0% so far
TTD	▲ Buy	Apr 21, 26	Apr 21, 27	$23.56	🎯$31	$19.18	+32%	-19% so far
OMC	▲ Buy	Mar 20, 26	Mar 20, 27	$75.64	🎯$114	$80.84	+51%	+7% so far
TTD	▲ Buy	Feb 26, 26	Feb 26, 27	$23.82	🎯$44	$19.18	+85%	-19% so far
TKO	▲ Buy	Feb 26, 26	Feb 26, 27	$223.87	🎯$238	$193.58	+6%	-14% so far
LYV	▲ Buy	Feb 20, 26	Feb 20, 27	$158.28	🎯$181	$183.92	+14%	+16% so far
FOXA	▲ Buy	Feb 5, 26	Feb 5, 27	$64.78	🎯$78	$54.92	+20%	-15% so far
TTWO	▲ Buy	Jan 28, 26	Jan 28, 27	$239.27	🎯$300	$257.79	+25%	+8% so far

Sample (0 recent finished + 8 in progress) of 137 calls.

▸ Industry

395

61.5%

+14.1%

+19.7%

+14.3% (122)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
EFX	▲ Buy	Jul 2, 26	Jul 2, 27	$172.07	🎯$220	$174.58	+28%	+1% so far
URI	▲ Buy	Jul 1, 26	Jul 1, 27	$1098.59	🎯$1300	$1056.02	+18%	-4% so far
FDX	▲ Buy	Jun 24, 26	Jun 24, 27	$316.83	🎯$350	$312.88	+10%	-1% so far
UAL	▲ Buy	Jun 23, 26	Jun 23, 27	$130.54	🎯$153	$128.31	+17%	-2% so far
LUV	▲ Buy	Jun 23, 26	Jun 23, 27	$49.41	🎯$61	$49.43	+23%	+0% so far
DAL	▲ Buy	Jun 23, 26	Jun 23, 27	$86.72	🎯$107	$88.63	+23%	+2% so far
EFX	▲ Buy	Jun 16, 26	Jun 16, 27	$167.13	🎯$215	$174.58	+29%	+4% so far
GNRC	▲ Buy	Jun 11, 26	Jun 11, 27	$262.36	🎯$335	$235.8	+28%	-10% so far

Sample (0 recent finished + 8 in progress) of 395 calls.

▸ Finance

375

64.5%

+12.7%

+16.8%

+3.1% (90)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
COF	▲ Buy	Jul 7, 26	Jul 7, 27	$0	🎯$275	$202.89	—	⏳
CFG	▲ Buy	Jul 7, 26	Jul 7, 27	$0	🎯$82	$71.78	—	⏳
FITB	▲ Buy	Jul 7, 26	Jul 7, 27	$0	🎯$65	$57.92	—	⏳
BAC	▲ Buy	Jul 7, 26	Jul 7, 27	$0	🎯$68	$59.86	—	⏳
HBAN	▲ Buy	Jul 7, 26	Jul 7, 27	$0	🎯$22	$18.01	—	⏳
WFC	▲ Buy	Jul 7, 26	Jul 7, 27	$0	🎯$104	$87.18	—	⏳
SPGI	▲ Buy	Jul 7, 26	Jul 7, 27	$0	🎯$525	$443.46	—	⏳
JPM	▲ Buy	Jul 7, 26	Jul 7, 27	$339.22	🎯$384	$339.22	+13%	+0% so far

Sample (0 recent finished + 8 in progress) of 375 calls.

▸ Utilities

184

65.8%

+8.7%

+9.2%

+3.2% (35)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
AWK	▲ Buy	Jul 2, 26	Jul 2, 27	$136.86	🎯$150	$134.82	+10%	-1% so far
AWK	▲ Buy	May 29, 26	May 29, 27	$121.13	🎯$140	$134.82	+16%	+11% so far
ETR	▲ Buy	Apr 30, 26	Apr 30, 27	$116.43	🎯$135	$115.19	+16%	-1% so far
XEL	▲ Buy	Apr 20, 26	Apr 20, 27	$79.08	🎯$91	$80.67	+15%	+2% so far
XEL	▲ Buy	Mar 24, 26	Mar 24, 27	$77.7	🎯$89	$80.67	+15%	+4% so far
PCG	▲ Buy	Mar 9, 26	Mar 9, 27	$18.22	🎯$23	$17.18	+26%	-6% so far
NEE	▲ Buy	Mar 5, 26	Mar 5, 27	$91.02	🎯$104	$88.47	+14%	-3% so far
AEE	▲ Buy	Feb 20, 26	Feb 20, 27	$111.16	🎯$127	$114.43	+14%	+3% so far

Sample (0 recent finished + 8 in progress) of 184 calls.

▸ Health

275

58.2%

+8.6%

+8.4%

+10.6% (73)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
ELV	▲ Buy	May 22, 26	May 22, 27	$387.85	🎯$460	$418.85	+19%	+8% so far
CI	▲ Buy	May 22, 26	May 22, 27	$280.83	🎯$400	$286.62	+42%	+2% so far
UNH	▲ Buy	May 22, 26	May 22, 27	$376.86	🎯$460	$428.19	+22%	+14% so far
MCK	▲ Buy	May 8, 26	May 8, 27	$725.17	🎯$1050	$807.33	+45%	+11% so far
COR	▲ Buy	May 8, 26	May 8, 27	$261.08	🎯$412	$304.48	+58%	+17% so far
DVA	▲ Buy	May 8, 26	May 8, 27	$198.65	🎯$235	$234.31	+18%	+18% so far
CVS	▲ Buy	May 8, 26	May 8, 27	$90.55	🎯$100	$104.33	+10%	+15% so far
UHS	▲ Buy	Apr 30, 26	Apr 30, 27	$167	🎯$310	$161.26	+86%	-3% so far

Sample (0 recent finished + 8 in progress) of 275 calls.

▸ Cons. staples

208

57.7%

+3.9%

+5.5%

+5.4% (61)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
MO	▲ Buy	Jul 7, 26	Jul 7, 27	$72.96	🎯$79	$72.96	+8%	+0% so far
PEP	▲ Buy	Jul 2, 26	Jul 2, 27	$144.22	🎯$172	$144.98	+19%	+1% so far
STZ	▲ Buy	Jun 17, 26	Jun 17, 27	$141.18	🎯$175	$131.76	+24%	-7% so far
ADM	▲ Buy	Jun 15, 26	Jun 15, 27	$78.02	🎯$95	$78.2	+22%	+0% so far
SJM	▲ Buy	Jun 11, 26	Jun 11, 27	$116.49	🎯$130	$113.24	+12%	-3% so far
SJM	▲ Buy	Jun 2, 26	Jun 2, 27	$101.27	🎯$121	$113.24	+19%	+12% so far
GIS	▼ Sell	Jun 2, 26	Jun 2, 27	$32.17	🎯$30	$37.1	-7%	+15% so far
DLTR	▲ Buy	May 22, 26	May 22, 27	$93.7	🎯$132	$122.65	+41%	+31% so far

Sample (0 recent finished + 8 in progress) of 208 calls.

▸ Real estate

41.7%

+1.4%

-1.8%

+2.7% (34)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
INVH	▲ Buy	May 19, 26	May 19, 27	$29.17	🎯$32	$30.2	+10%	+4% so far
EXR	▲ Buy	May 18, 26	May 18, 27	$140.31	🎯$158	$147.73	+13%	+5% so far
EQR	▲ Buy	May 14, 26	May 14, 27	$63.88	🎯$73	$70.15	+14%	+10% so far
DLR	▲ Buy	Apr 24, 26	Apr 24, 27	$196.34	🎯$227	$174.9	+16%	-11% so far
PLD	▲ Buy	Apr 17, 26	Apr 17, 27	$145.03	🎯$161	$143.61	+11%	-1% so far
O	▲ Buy	Mar 9, 26	Mar 9, 27	$64.88	🎯$72	$64.01	+11%	-1% so far
AMT	▲ Buy	Feb 25, 26	Feb 25, 27	$185.01	🎯$248	$165.25	+34%	-11% so far
CBRE	▲ Buy	Feb 23, 26	Feb 23, 27	$146.17	🎯$185	$143.73	+27%	-2% so far

Sample (0 recent finished + 8 in progress) of 60 calls.

The stocks UBS covers (track record per stock)

Stock

Calls

% profitable

Avg gain 2015+

Avg gain 2020+

Last 12 months

▸ DVN Devon Energy

71.4%

+37.5%

+201.8%

+0.4% (4)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
DVN	▲ Buy	Jun 10, 26	Jun 10, 27	$44.61	🎯$58	$42.41	+30%	-5% so far
DVN	▲ Buy	Apr 14, 26	Apr 14, 27	$45.23	🎯$60	$42.41	+33%	-6% so far
DVN	▲ Buy	Mar 5, 26	Mar 5, 27	$44.48	🎯$55	$42.41	+24%	-5% so far
DVN	▲ Buy	Dec 12, 25	Dec 12, 26	$36.17	🎯$46	$42.41	+27%	+17% so far
DVN	▲ Buy	Jun 29, 20	Jun 29, 21	$11.34	🎯$19	$29.14	+68%	+157.4%
DVN	▲ Buy	Mar 31, 20	Mar 31, 21	$6.79	🎯$14	$23.49	+106%	+246.1%
DVN	▲ Buy	Aug 6, 18	Aug 6, 19	$43.65	🎯$53	$24.01	+21%	-44.5%
DVN	▼ Sell	Jun 16, 16	Jun 16, 17	$35.98	🎯$30	$31.3	-17%	+13%

▸ FCX Freeport-McMoRan

100%

+127.9%

+180.2%

+12.3% (6)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
FCX	▲ Buy	Jun 30, 26	Jun 30, 27	$60.53	🎯$77	$59.33	+27%	-2% so far
FCX	▲ Buy	May 21, 26	May 21, 27	$61.99	🎯$75	$59.33	+21%	-4% so far
FCX	▲ Buy	Mar 27, 26	Mar 27, 27	$54.65	🎯$66	$59.33	+21%	+9% so far
FCX	▲ Buy	Jan 23, 26	Jan 23, 27	$61.17	🎯$70	$59.33	+14%	-3% so far
FCX	▲ Buy	Dec 12, 25	Dec 12, 26	$47.52	🎯$60	$59.33	+26%	+25% so far
FCX	▲ Buy	Oct 3, 25	Oct 3, 26	$39.67	🎯$48	$59.33	+21%	+50% so far
FCX	▲ Buy	Apr 15, 25	Apr 15, 26	$33.32	🎯$45	$68.31	+35%	+104.9%
FCX	▲ Buy	Sep 4, 24	Sep 4, 25	$41.4	🎯$55	$46.37	+33%	+11.9%

▸ TRGP Targa Resources

71.4%

+107.3%

+143.3%

+11.5% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TRGP	▲ Buy	Mar 24, 26	Mar 24, 27	$245.46	🎯$280	$273.81	+14%	+12% so far
TRGP	▲ Buy	May 15, 25	May 15, 26	$165.69	🎯$228	$275.05	+38%	+65.8%
TRGP	▲ Buy	Nov 15, 24	Nov 15, 25	$199	🎯$246	$169.15	+24%	-15.4%
TRGP	▲ Buy	Jun 11, 24	Jun 11, 25	$121.1	🎯$147	$169.54	+21%	+40.2%
TRGP	▲ Buy	Jan 18, 24	Jan 17, 25	$82.49	🎯$108	$216.95	+31%	+163.3%
TRGP	▲ Buy	Dec 14, 23	Dec 13, 24	$85.41	🎯$109	$183.63	+28%	+114.7%
TRGP	▲ Buy	Apr 6, 23	Apr 5, 24	$74.93	🎯$108	$116.14	+44%	+54.8%
TRGP	▲ Buy	Dec 15, 22	Dec 15, 23	$70.1	🎯$106	$86.22	+51%	+22.7%

Sample (7 recent finished + 1 in progress) of 14 calls.

▸ MU Micron Technology

73.3%

+113.8%

+126.0%

+266.3% (11)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
MU	▲ Buy	May 26, 26	May 26, 27	$928.41	🎯$1625	$938.38	+75%	+1% so far
MU	▲ Buy	Apr 8, 26	Apr 8, 27	$421.51	🎯$535	$938.38	+27%	+123% so far
MU	▲ Buy	Mar 19, 26	Mar 19, 27	$422.9	🎯$510	$938.38	+21%	+122% so far
MU	▲ Buy	Mar 2, 26	Mar 2, 27	$379.68	🎯$475	$938.38	+25%	+147% so far
MU	▲ Buy	Jan 7, 26	Jan 7, 27	$327.02	🎯$400	$938.38	+22%	+187% so far
MU	▲ Buy	Dec 18, 25	Dec 18, 26	$265.92	🎯$300	$938.38	+13%	+253% so far
MU	▲ Buy	Nov 20, 25	Nov 20, 26	$207.37	🎯$275	$938.38	+33%	+353% so far
MU	▲ Buy	Oct 16, 25	Oct 16, 26	$202.38	🎯$245	$938.38	+21%	+364% so far

Sample (0 recent finished + 8 in progress) of 30 calls.

▸ EXPE Expedia Group

85.7%

+55.9%

+120.2%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
EXPE	▲ Buy	Apr 21, 20	Apr 21, 21	$61.42	🎯$84	$175.66	+37%	+186%
EXPE	▲ Buy	Mar 13, 20	Mar 13, 21	$69.63	🎯$100	$176.86	+44%	+154.3%
EXPE	▲ Buy	Feb 14, 20	Feb 13, 21	$122.8	🎯$150	$147.36	+22%	+20.4%
EXPE	▲ Buy	Nov 7, 19	Nov 6, 20	$98.29	🎯$142	$103.2	+44%	+5.1%
EXPE	▲ Buy	Oct 27, 17	Oct 27, 18	$120.21	🎯$154	$121.41	+28%	+1.3%
EXPE	▲ Buy	Sep 22, 17	Sep 22, 18	$145.77	🎯$170	$132.65	+17%	-9.3%
EXPE	▲ Buy	Jul 29, 16	Jul 29, 17	$117.37	🎯$142	$156.1	+21%	+33.3%
EXPE	▲ Buy	Aug 1, 14	Aug 1, 15	$84.46	🎯$95	$122.47	+12%	+45.2%

▸ ALB Albemarle Corporation

81.8%

+94.2%

+119.0%

-43.4% (6)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
ALB	▲ Buy	May 9, 26	May 9, 27	$209.99	🎯$264	$129.02	+26%	-39% so far
ALB	▲ Buy	Apr 9, 26	Apr 9, 27	$173.64	🎯$230	$129.02	+32%	-26% so far
ALB	▲ Buy	Jan 12, 26	Jan 12, 27	$176.88	🎯$205	$129.02	+16%	-27% so far
ALB	▲ Buy	Dec 5, 25	Dec 5, 26	$125.19	🎯$185	$129.02	+48%	+3% so far
ALB	▼ Sell	Jul 31, 25	Jul 31, 26	$67.85	🎯$62	$129.02	-9%	+90% so far
ALB	▼ Sell	Jul 11, 25	Jul 11, 26	$70.98	🎯$57	$129.02	-20%	+82% so far
ALB	▲ Buy	May 18, 23	May 17, 24	$210.14	🎯$225	$130.29	+7%	-37.6%
ALB	▲ Buy	Nov 5, 20	Nov 5, 21	$112.22	🎯$114	$278.31	+2%	+148.2%

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

▸ DOW Dow Inc.

75%

+55.0%

+108.8%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
DOW	▲ Buy	Apr 8, 20	Apr 8, 21	$36.56	🎯$37	$63.25	+1%	+72.7%
DOW	▲ Buy	Mar 13, 20	Mar 13, 21	$25.69	🎯$30	$62.94	+17%	+144.8%
DOW	▲ Buy	Oct 2, 19	Oct 1, 20	$44.93	🎯$56	$46.28	+25%	+2.6%
DOW	▲ Buy	Oct 10, 16	Oct 10, 17	$49.8	—	$49.8	—	+0%
DOW	▲ Buy	Feb 1, 13	Feb 1, 14	$49.8	🎯$35	$49.8	-30%	+0%
DOW	▲ Buy	Jul 27, 12	Jul 27, 13	$49.8	🎯$36	$49.8	-28%	+0%

▸ AMD Advanced Micro Devices

60%

+34.7%

+94.6%

+106.2% (5)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
AMD	▲ Buy	Jun 24, 26	Jun 24, 27	$519.74	🎯$670	$516.11	+29%	-1% so far
AMD	▲ Buy	Jan 26, 26	Jan 26, 27	$252.03	🎯$330	$516.11	+31%	+105% so far
AMD	▲ Buy	Nov 5, 25	Nov 5, 26	$237.7	🎯$300	$516.11	+26%	+117% so far
AMD	▲ Buy	Oct 7, 25	Oct 7, 26	$235.56	🎯$265	$516.11	+12%	+119% so far
AMD	▲ Buy	Jul 29, 25	Jul 29, 26	$177.44	🎯$210	$516.11	+18%	+191% so far
AMD	▲ Buy	May 7, 25	May 7, 26	$101.7	🎯$150	$455.62	+47%	+347.6%
AMD	▲ Buy	Apr 17, 25	Apr 17, 26	$85.56	🎯$155	$274.65	+81%	+221.4%
AMD	▲ Buy	Feb 6, 25	Feb 6, 26	$110.16	🎯$175	$208.2	+59%	+89.2%

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

▸ NVDA Nvidia

96%

+97.9%

+91.7%

-3.4% (4)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
NVDA	▲ Buy	May 21, 26	May 21, 27	$215.33	🎯$280	$196.93	+30%	-9% so far
NVDA	▲ Buy	May 14, 26	May 14, 27	$225.32	🎯$275	$196.93	+22%	-13% so far
NVDA	▲ Buy	Oct 29, 25	Oct 29, 26	$202.89	🎯$235	$196.93	+16%	-3% so far
NVDA	▲ Buy	Aug 21, 25	Aug 21, 26	$177.99	🎯$205	$196.93	+15%	+11% so far
NVDA	▲ Buy	May 12, 25	May 12, 26	$129.93	🎯$175	$226.08	+35%	+73.8%
NVDA	▲ Buy	Apr 17, 25	Apr 17, 26	$96.91	🎯$180	$202.54	+86%	+108.5%
NVDA	▲ Buy	Nov 11, 24	Nov 11, 25	$148.29	🎯$185	$194.26	+25%	+30.7%
NVDA	▲ Buy	Oct 8, 24	Oct 8, 25	$132.65	🎯$150	$192.34	+13%	+45.2%

Sample (4 recent finished + 4 in progress) of 25 calls.

▸ PANW Palo Alto Networks

50%

+19.7%

+87.7%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
PANW	▲ Buy	Feb 25, 20	Feb 24, 21	$32.83	🎯$233	$61.72	+610%	+87.7%
PANW	▲ Buy	Jan 22, 19	Jan 22, 20	$33.83	🎯$250	$40.6	+639%	+20.1%
PANW	▲ Buy	May 27, 16	May 27, 17	$21.64	🎯$180	$19.48	+732%	-9.9%
PANW	▲ Buy	Apr 11, 16	Apr 11, 17	$23.41	🎯$180	$18.96	+669%	-19.2%
PANW	▲ Buy	Jul 11, 13	Jul 11, 14	$7.8	—	$12.79	—	+64.5%

▸ PWR Quanta Services

80%

+69.0%

+86.8%

+21.4% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
PWR	▲ Buy	May 4, 26	May 4, 27	$771.61	🎯$900	$656.79	+17%	-15% so far
PWR	▲ Buy	Feb 20, 26	Feb 20, 27	$549.11	🎯$646	$656.79	+18%	+20% so far
PWR	▲ Buy	Jul 25, 25	Jul 25, 26	$411.99	🎯$474	$656.79	+15%	+59% so far
PWR	▲ Buy	Jun 12, 25	Jun 12, 26	$358.65	🎯$413	$706.54	+15%	+97.3%
PWR	▲ Buy	Oct 23, 24	Oct 23, 25	$309.87	🎯$367	$440.02	+18%	+42.3%
PWR	▲ Buy	Jun 13, 22	Jun 13, 23	$125.81	🎯$156	$184.94	+24%	+47.1%
PWR	▲ Buy	May 28, 20	May 28, 21	$36.61	🎯$47	$95.19	+28%	+160.5%
PWR	▲ Buy	Jul 13, 17	Jul 13, 18	$34.37	—	$33.68	—	-2%

▸ MOS Mosaic Company (The)

44.4%

+32.3%

+85.8%

-30.2% (6)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
MOS	▲ Buy	Jan 12, 26	Jan 12, 27	$26.21	🎯$33	$21.12	+26%	-19% so far
MOS	▲ Buy	Nov 6, 25	Nov 6, 26	$24.92	🎯$38	$21.12	+52%	-15% so far
MOS	▲ Buy	Oct 13, 25	Oct 13, 26	$29.95	🎯$40	$21.12	+34%	-29% so far
MOS	▲ Buy	Oct 6, 25	Oct 6, 26	$35.41	🎯$44	$21.12	+24%	-40% so far
MOS	▲ Buy	Aug 6, 25	Aug 6, 26	$31.68	🎯$46	$21.12	+45%	-33% so far
MOS	▲ Buy	Jul 23, 25	Jul 23, 26	$37.39	🎯$45	$21.12	+20%	-44% so far
MOS	▲ Buy	Jan 11, 23	Jan 11, 24	$45.22	🎯$54	$33.46	+19%	-26.2%
MOS	▲ Buy	Jan 4, 22	Jan 4, 23	$39	🎯$50	$44.85	+28%	+14.6%

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

▸ STLD Steel Dynamics

100%

+61.7%

+78.7%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
STLD	▲ Buy	Mar 24, 25	Mar 24, 26	$126.66	🎯$149	$169.72	+18%	+34%
STLD	▲ Buy	Sep 3, 24	Sep 3, 25	$113.12	🎯$145	$131.22	+28%	+15.7%
STLD	▲ Buy	May 14, 20	May 14, 21	$22.25	🎯$32	$63.86	+44%	+186.6%
STLD	▲ Buy	Nov 14, 19	Nov 13, 20	$31.33	🎯$46	$34.78	+47%	+10.5%
STLD	▲ Buy	Oct 22, 13	Oct 22, 14	$18.43	🎯$20	$22.12	+9%	+20.2%
STLD	▲ Buy	Oct 11, 12	Oct 11, 13	$12.1	🎯$17	$17.18	+40%	+42.4%
STLD	▲ Buy	Mar 19, 12	Mar 19, 13	$15.26	🎯$18	$15.57	+18%	+2.2%

▸ IBKR Interactive Brokers

100%

+77.6%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
IBKR	▲ Buy	Apr 22, 25	Apr 22, 26	$39.37	🎯$200	$77.95	+408%	+98.4%
IBKR	▲ Buy	Apr 9, 25	Apr 9, 26	$42.68	🎯$230	$72.13	+439%	+68.5%
IBKR	▲ Buy	Jan 27, 25	Jan 27, 26	$51.94	🎯$265	$75.31	+410%	+45.3%
IBKR	▲ Buy	Jan 6, 25	Jan 6, 26	$47.52	🎯$225	$72.71	+373%	+53.4%
IBKR	▲ Buy	Dec 9, 24	Dec 9, 25	$45.04	🎯$215	$65.76	+377%	+45.6%
IBKR	▲ Buy	Oct 8, 24	Oct 8, 25	$37.38	🎯$170	$72.52	+355%	+94.3%
IBKR	▲ Buy	Sep 9, 24	Sep 9, 25	$30.51	🎯$155	$62.55	+408%	+104.9%
IBKR	▲ Buy	Jul 9, 24	Jul 9, 25	$31.2	🎯$145	$58.97	+365%	+88.8%

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

▸ COF Capital One

50%

+32.5%

+76.8%

-4.3% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
COF	▲ Buy	Jul 7, 26	Jul 7, 27	$0	🎯$275	$202.89	—	⏳
COF	▲ Buy	Oct 7, 25	Oct 7, 26	$211.92	🎯$266	$202.89	+26%	-4% so far
COF	▲ Buy	Jan 13, 25	Jan 13, 26	$184.72	🎯$235	$234.59	+27%	+26.9%
COF	▲ Buy	Jun 22, 20	Jun 22, 21	$68.3	🎯$105	$155.04	+54%	+126.8%
COF	▲ Buy	Aug 7, 18	Aug 7, 19	$97.31	🎯$113	$87.58	+16%	-9.6%
COF	▲ Buy	Mar 28, 18	Mar 28, 19	$94.27	🎯$114	$81.07	+21%	-14.1%
COF	▲ Buy	Jul 25, 14	Jul 25, 15	$81.65	🎯$92	$78.38	+13%	-3.7%
COF	▲ Buy	Jan 14, 14	Jan 14, 15	$77.03	—	$77.03	—	-0.1%

▸ RCL Royal Caribbean Group

90.9%

+74.3%

+2.4% (5)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
RCL	▲ Buy	May 14, 26	May 14, 27	$260.29	🎯$309	$282.26	+19%	+8% so far
RCL	▲ Buy	Apr 14, 26	Apr 14, 27	$282.31	🎯$321	$282.26	+14%	+0% so far
RCL	▲ Buy	Apr 13, 26	Apr 13, 27	$281.53	🎯$350	$282.26	+24%	+0% so far
RCL	▲ Buy	Nov 12, 25	Nov 12, 26	$255.76	🎯$304	$282.26	+19%	+10% so far
RCL	▲ Buy	Aug 8, 25	Aug 8, 26	$302.86	🎯$353	$282.26	+17%	-7% so far
RCL	▲ Buy	May 20, 25	May 20, 26	$249.2	🎯$311	$254.18	+25%	+1.9%
RCL	▲ Buy	Feb 4, 25	Feb 4, 26	$266.87	🎯$301	$325.58	+13%	+22.2%
RCL	▲ Buy	Jul 31, 24	Jul 31, 25	$148.09	🎯$183	$313.95	+24%	+112.2%

Sample (3 recent finished + 5 in progress) of 11 calls.

▸ AVGO Broadcom

93.3%

+54.2%

+70.4%

+3.0% (7)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
AVGO	▲ Buy	Jun 4, 26	Jun 4, 27	$385.73	🎯$485	$370.78	+26%	-4% so far
AVGO	▲ Buy	May 18, 26	May 18, 27	$411.07	🎯$490	$370.78	+19%	-10% so far
AVGO	▲ Buy	Apr 13, 26	Apr 13, 27	$379.75	🎯$475	$370.78	+25%	-2% so far
AVGO	▲ Buy	Dec 15, 25	Dec 15, 26	$341.3	🎯$475	$370.78	+39%	+9% so far
AVGO	▲ Buy	Dec 1, 25	Dec 1, 26	$381.57	🎯$472	$370.78	+24%	-3% so far
AVGO	▲ Buy	Oct 14, 25	Oct 14, 26	$351.33	🎯$415	$370.78	+18%	+6% so far
AVGO	▲ Buy	Aug 25, 25	Aug 25, 26	$294.23	🎯$345	$370.78	+17%	+26% so far
AVGO	▲ Buy	Jun 6, 25	Jun 6, 26	$244.28	🎯$290	$395.73	+19%	+62.4%

Sample (1 recent finished + 7 in progress) of 15 calls.

▸ OKE Oneok

78.6%

+41.1%

+68.9%

+16.2% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
OKE	▲ Buy	Jan 22, 26	Jan 22, 27	$78	🎯$103	$90.67	+32%	+16% so far
OKE	▲ Buy	Nov 15, 24	Nov 15, 25	$112.51	🎯$132	$68.63	+17%	-38.8%
OKE	▲ Buy	Feb 27, 24	Feb 26, 25	$74.37	🎯$87	$96.68	+17%	+29.9%
OKE	▲ Buy	Jun 6, 23	Jun 5, 24	$59.31	🎯$80	$78.88	+35%	+33.5%
OKE	▲ Buy	Apr 6, 23	Apr 5, 24	$65.69	🎯$82	$79.48	+25%	+21.3%
OKE	▲ Buy	Sep 29, 20	Sep 29, 21	$26.67	—	$58.94	—	+120.5%
OKE	▲ Buy	Apr 20, 20	Apr 20, 21	$26.93	🎯$38	$52.24	+41%	+93.7%
OKE	▲ Buy	Apr 7, 20	Apr 7, 21	$26.45	🎯$42	$50.52	+59%	+90.8%

Sample (7 recent finished + 1 in progress) of 14 calls.

▸ META Meta Platforms

84.6%

+68.6%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
META	▲ Buy	Aug 1, 24	Aug 1, 25	$497.74	🎯$635	$751.59	+28%	+50.7%
META	▲ Buy	Apr 25, 24	Apr 25, 25	$443.29	🎯$575	$549.68	+30%	+24%
META	▲ Buy	Apr 16, 24	Apr 16, 25	$499.76	🎯$610	$504.76	+22%	+0.5%
META	▲ Buy	Feb 2, 24	Feb 1, 25	$459.41	🎯$530	$698.3	+15%	+51.8%
META	▲ Buy	Jul 27, 23	Jul 26, 24	$325.48	🎯$400	$465.44	+23%	+43.1%
META	▲ Buy	Jun 26, 23	Jun 25, 24	$287.05	🎯$335	$513.82	+17%	+78.8%
META	▲ Buy	Apr 6, 23	Apr 5, 24	$216.1	🎯$280	$527.28	+30%	+144%
META	▲ Buy	Feb 2, 23	Feb 2, 24	$188.77	🎯$235	$475.7	+24%	+151.6%

Sample (8 recent finished + 0 in progress) of 13 calls.

▸ FTNT Fortinet

100%

+65.8%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
FTNT	▲ Buy	May 21, 18	May 21, 19	$11.86	🎯$67	$16.49	+465%	+39.2%
FTNT	▲ Buy	Mar 21, 18	Mar 21, 19	$10.91	🎯$62	$17.67	+468%	+61.8%
FTNT	▲ Buy	Oct 27, 17	Oct 27, 18	$7.9	🎯$47	$15.48	+495%	+96.3%
FTNT	▲ Buy	Jul 25, 14	Jul 25, 15	$5.1	🎯$30	$9.44	+488%	+84.6%
FTNT	▲ Buy	Apr 24, 14	Apr 24, 15	$4.59	🎯$28	$7.76	+510%	+68.7%
FTNT	▲ Buy	May 1, 13	May 1, 14	$3.61	🎯$25	$4.4	+593%	+21.5%
FTNT	▲ Buy	Apr 11, 13	Apr 11, 14	$3.75	🎯$26	$4.09	+593%	+9.3%
FTNT	▲ Buy	Oct 17, 12	Oct 17, 13	$3.91	🎯$28	$4.03	+616%	+3.4%

▸ DD DuPont

75%

+52.4%

+64.2%

+17.4% (7)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
DD	▲ Buy	May 6, 26	May 6, 27	$145.08	🎯$59	$139.61	-59%	-4% so far
DD	▲ Buy	Feb 11, 26	Feb 11, 27	$148.29	🎯$56	$139.61	-62%	-6% so far
DD	▲ Buy	Jan 7, 26	Jan 7, 27	$130.2	🎯$49	$139.61	-62%	+7% so far
DD	▲ Buy	Nov 7, 25	Nov 7, 26	$120.72	🎯$46	$139.61	-62%	+16% so far
DD	▲ Buy	Nov 6, 25	Nov 6, 26	$117.45	🎯$44	$139.61	-63%	+19% so far
DD	▲ Buy	Jul 21, 25	Jul 21, 26	$97.33	🎯$89	$139.61	-9%	+43% so far
DD	▲ Buy	Jul 9, 25	Jul 9, 26	$95.56	🎯$87	$139.61	-9%	+46% so far
DD	▲ Buy	May 21, 25	May 21, 26	$85.37	🎯$85	$144.28	+0%	+69.1%

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

▸ LRCX Lam Research

66.7%

+49.7%

+60.7%

+89.5% (7)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
LRCX	▲ Buy	Jun 9, 26	Jun 9, 27	$321.8	🎯$375	$326.13	+17%	+1% so far
LRCX	▲ Buy	Jan 29, 26	Jan 29, 27	$233.46	🎯$275	$326.13	+18%	+40% so far
LRCX	▲ Buy	Jan 20, 26	Jan 20, 27	$228.39	🎯$255	$326.13	+12%	+43% so far
LRCX	▲ Buy	Dec 23, 25	Dec 23, 26	$177.33	🎯$200	$326.13	+13%	+84% so far
LRCX	▲ Buy	Nov 25, 25	Nov 25, 26	$155.14	🎯$175	$326.13	+13%	+110% so far
LRCX	▲ Buy	Oct 23, 25	Oct 23, 26	$151.68	🎯$165	$326.13	+9%	+115% so far
LRCX	▲ Buy	Jul 21, 25	Jul 21, 26	$97.69	🎯$120	$326.13	+23%	+234% so far
LRCX	▲ Buy	Apr 24, 25	Apr 24, 26	$70.9	🎯$95	$268	+34%	+277.7%

Sample (1 recent finished + 7 in progress) of 15 calls.

▸ APP AppLovin

57.1%

+59.9%

+5.9% (6)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
APP	▲ Buy	May 8, 26	May 8, 27	$468.55	🎯$750	$527.98	+60%	+13% so far
APP	▲ Buy	May 5, 26	May 5, 27	$468.83	🎯$716	$527.98	+53%	+13% so far
APP	▲ Buy	Feb 12, 26	Feb 12, 27	$390.55	🎯$740	$527.98	+89%	+35% so far
APP	▲ Buy	Feb 10, 26	Feb 10, 27	$456.81	🎯$686	$527.98	+50%	+16% so far
APP	▲ Buy	Nov 6, 25	Nov 6, 26	$619.93	🎯$840	$527.98	+35%	-15% so far
APP	▲ Buy	Sep 26, 25	Sep 26, 26	$712.36	🎯$810	$527.98	+14%	-26% so far
APP	▲ Buy	May 8, 25	May 8, 26	$328.54	🎯$475	$479.67	+45%	+45.6%
APP	▲ Buy	Apr 11, 25	Apr 11, 26	$236.07	🎯$450	$417.84	+91%	+76.8%

▸ DDOG Datadog

100%

+59.8%

+49.2% (4)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
DDOG	▲ Buy	May 9, 26	May 9, 27	$202.32	🎯$220	$256.81	+9%	+27% so far
DDOG	▲ Buy	Nov 7, 25	Nov 7, 26	$199.72	🎯$225	$256.81	+13%	+29% so far
DDOG	▲ Buy	Oct 9, 25	Oct 9, 26	$158.74	🎯$189	$256.81	+19%	+62% so far
DDOG	▲ Buy	Jul 16, 25	Jul 16, 26	$143.15	🎯$165	$256.81	+15%	+79% so far
DDOG	▲ Buy	Jun 11, 25	Jun 11, 26	$118.63	🎯$140	$233.7	+18%	+97.5%
DDOG	▲ Buy	May 7, 25	May 7, 26	$109.22	🎯$125	$199.87	+14%	+83.3%
DDOG	▲ Buy	Apr 15, 25	Apr 15, 26	$91.88	🎯$120	$123.12	+31%	+34.4%
DDOG	▲ Buy	Oct 18, 24	Oct 18, 25	$125.81	🎯$150	$156	+19%	+24.2%

▸ JCI Johnson Controls

60%

+20.1%

+58.6%

-1.8% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
JCI	▲ Buy	Jun 2, 26	Jun 2, 27	$146.96	🎯$180	$140.62	+22%	-4% so far
JCI	▲ Buy	May 8, 26	May 8, 27	$139.52	🎯$170	$140.62	+22%	+1% so far
JCI	▲ Buy	May 22, 25	May 22, 26	$97.93	🎯$116	$138.08	+18%	+41.3%
JCI	▲ Buy	Feb 10, 25	Feb 10, 26	$89.16	🎯$103	$140.87	+16%	+58.1%
JCI	▲ Buy	Oct 10, 23	Oct 9, 24	$53.41	🎯$74	$76.91	+39%	+44%
JCI	▲ Buy	Jun 22, 20	Jun 22, 21	$34.93	—	$66.72	—	+91%
JCI	▼ Sell	Dec 12, 19	Dec 11, 20	$42.01	🎯$40	$45.37	-5%	-8.4%
JCI	▲ Buy	Aug 30, 18	Aug 30, 19	$37.65	🎯$44	$42.54	+17%	+13.4%

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