Is Wells Fargo a reliable analyst?

In short — Over 1 year, 61.7% of Wells Fargo's targets proved profitable, for an average gain of +14.2% per call (all calls, winners and losers) — i.e. +2.8% vs its sector, across 3972 timestamped calls replayed against real prices. JPI verdict: fairly reliable. An analyst can be good in one sector and poor in another — details below.

61.7%profitable calls

+14.2%avg gain / call

+2.8%vs sector

3972scored calls

In which sectors is Wells Fargo reliable?

Sector

Calls

% profitable

Avg gain 2015+

Avg gain 2020+

Last 12 months

▸ Tech

524

70.8%

+35.2%

+36.6%

+39.5% (170)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
APP	▲ Overweight	Jul 7, 26	Jul 7, 27	$527.98	🎯$575	$527.98	+9%	+0% so far
FSLR	▲ Overweight	Jul 6, 26	Jul 6, 27	$233.06	🎯$320	$227.72	+37%	-2% so far
PANW	▲ Overweight	Jul 1, 26	Jul 1, 27	$352.04	🎯$420	$337.04	+19%	-4% so far
AMD	▲ Overweight	Jun 30, 26	Jun 30, 27	$540.88	🎯$615	$516.11	+14%	-5% so far
AMAT	▲ Overweight	Jun 26, 26	Jun 26, 27	$694.64	🎯$740	$554.5	+7%	-20% so far
MU	▲ Overweight	Jun 25, 26	Jun 25, 27	$1132.33	🎯$1525	$938.38	+35%	-17% so far
IT	▼ Underweight	Jun 24, 26	Jun 24, 27	$126.63	🎯$120	$140.8	-5%	+11% so far
LRCX	▲ Overweight	Jun 22, 26	Jun 22, 27	$409.54	🎯$450	$326.13	+10%	-20% so far

Sample (0 recent finished + 8 in progress) of 524 calls.

▸ Energy

323

61%

+17.2%

+23.1%

+14.3% (58)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
DVN	▲ Overweight	May 18, 26	May 18, 27	$49.69	🎯$68	$42.41	+37%	-15% so far
EOG	▲ Overweight	May 13, 26	May 13, 27	$134.93	🎯$196	$134.54	+45%	+0% so far
TRGP	▲ Overweight	May 8, 26	May 8, 27	$248.12	🎯$270	$273.81	+9%	+10% so far
MPC	▲ Overweight	May 6, 26	May 6, 27	$245.78	🎯$335	$266.33	+36%	+8% so far
OKE	▲ Overweight	Apr 30, 26	Apr 30, 27	$92.46	🎯$98	$90.67	+6%	-2% so far
EQT	▲ Overweight	Apr 23, 26	Apr 23, 27	$58.91	🎯$79	$51.76	+34%	-12% so far
OXY	▲ Overweight	Apr 9, 26	Apr 9, 27	$58.53	🎯$72	$51.68	+23%	-12% so far
COP	▲ Overweight	Apr 9, 26	Apr 9, 27	$123.47	🎯$183	$108.44	+48%	-12% so far

Sample (0 recent finished + 8 in progress) of 323 calls.

▸ Cons. disc.

479

62.4%

+16.6%

-2.1% (151)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
PHM	▲ Overweight	Jul 6, 26	Jul 6, 27	$131.38	🎯$150	$129.92	+14%	-1% so far
AMZN	▲ Overweight	Jul 2, 26	Jul 2, 27	$242.67	🎯$313	$245.98	+29%	+1% so far
NCLH	▲ Overweight	Jul 1, 26	Jul 1, 27	$20.67	🎯$25	$18.83	+21%	-9% so far
GM	▼ Underweight	Jun 25, 26	Jun 25, 27	$78.1	🎯$60	$76.03	-23%	-3% so far
F	▼ Underweight	Jun 25, 26	Jun 25, 27	$14.13	🎯$11	$13.56	-22%	-4% so far
APTV	▲ Overweight	Jun 25, 26	Jun 25, 27	$60.32	🎯$77	$58.85	+28%	-2% so far
CCL	▲ Overweight	Jun 25, 26	Jun 25, 27	$29.07	🎯$38	$26.68	+31%	-8% so far
RCL	▲ Overweight	Jun 22, 26	Jun 22, 27	$309.36	🎯$361	$282.26	+17%	-9% so far

Sample (0 recent finished + 8 in progress) of 479 calls.

▸ Industry

553

62.9%

+15.0%

+15.2%

+7.3% (128)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
UBER	▲ Overweight	Jul 6, 26	Jul 6, 27	$72.42	🎯$100	$74.33	+38%	+3% so far
UAL	▲ Overweight	Jun 30, 26	Jun 30, 27	$135.13	🎯$165	$128.31	+22%	-5% so far
DAL	▲ Overweight	Jun 30, 26	Jun 30, 27	$93.06	🎯$105	$88.63	+13%	-5% so far
EFX	▲ Overweight	Jun 18, 26	Jun 18, 27	$153.93	🎯$220	$174.58	+43%	+13% so far
FDX	▲ Overweight	Jun 17, 26	Jun 17, 27	$326.2	🎯$425	$312.88	+30%	-4% so far
CMI	▲ Overweight	Jun 17, 26	Jun 17, 27	$716.86	🎯$874	$660.14	+22%	-8% so far
JBHT	▲ Overweight	Jun 5, 26	Jun 5, 27	$288.17	🎯$310	$275	+8%	-5% so far
PH	▲ Overweight	May 26, 26	May 26, 27	$856.68	🎯$950	$957.51	+11%	+12% so far

Sample (0 recent finished + 8 in progress) of 553 calls.

▸ Finance

636

61%

+10.7%

+11.2%

+3.6% (145)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
USB	▲ Overweight	Jul 6, 26	Jul 6, 27	$62.83	🎯$66	$62.89	+5%	+0% so far
RF	▼ Underweight	Jul 6, 26	Jul 6, 27	$30.48	🎯$30	$30.59	-2%	+0% so far
PNC	▲ Overweight	Jul 6, 26	Jul 6, 27	$253.18	🎯$270	$254.01	+7%	+0% so far
MTB	▼ Underweight	Jul 6, 26	Jul 6, 27	$239.92	🎯$215	$239.75	-10%	+0% so far
KEY	▲ Overweight	Jul 6, 26	Jul 6, 27	$23.43	🎯$27	$23.37	+15%	+0% so far
JPM	▲ Overweight	Jul 6, 26	Jul 6, 27	$337.72	🎯$360	$339.22	+7%	+0% so far
FITB	▲ Overweight	Jul 6, 26	Jul 6, 27	$57.89	🎯$67	$57.92	+16%	+0% so far
BAC	▲ Overweight	Jul 6, 26	Jul 6, 27	$59.9	🎯$67	$59.86	+12%	+0% so far

Sample (0 recent finished + 8 in progress) of 636 calls.

▸ Comm.

153

56.2%

+10.6%

+9.5%

+2.3% (40)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TTWO	▲ Overweight	Jul 7, 26	Jul 7, 27	$257.79	🎯$289	$257.79	+12%	+0% so far
CMCSA	▼ Underweight	Jul 7, 26	Jul 7, 27	$23.41	🎯$28	$23.41	+20%	+0% so far
CHTR	▼ Underweight	Jul 7, 26	Jul 7, 27	$138.02	🎯$160	$138.02	+16%	+0% so far
GOOGL	▲ Overweight	Jul 2, 26	Jul 2, 27	$359.91	🎯$416	$367.03	+16%	+2% so far
TTWO	▲ Overweight	May 22, 26	May 22, 27	$220.67	🎯$287	$257.79	+30%	+17% so far
GOOGL	▲ Overweight	May 20, 26	May 20, 27	$387.66	🎯$435	$367.03	+12%	-5% so far
DIS	▲ Overweight	May 7, 26	May 7, 27	$108.02	🎯$146	$97.48	+35%	-10% so far
LYV	▲ Overweight	May 6, 26	May 6, 27	$165.75	🎯$199	$183.92	+20%	+11% so far

Sample (0 recent finished + 8 in progress) of 153 calls.

▸ Utilities

292

67.1%

+9.6%

+9.0%

+2.7% (60)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
ES	▲ Overweight	Jul 2, 26	Jul 2, 27	$74.44	🎯$76	$74.75	+2%	+0% so far
D	▲ Overweight	May 15, 26	May 15, 27	$61.73	🎯$68	$69.83	+10%	+13% so far
ES	▲ Overweight	May 8, 26	May 8, 27	$67.24	🎯$75	$74.75	+12%	+11% so far
NI	▲ Overweight	May 7, 26	May 7, 27	$46.72	🎯$52	$47.49	+11%	+2% so far
PEG	▲ Overweight	May 6, 26	May 6, 27	$77.83	🎯$97	$81.79	+25%	+5% so far
AEP	▲ Overweight	May 6, 26	May 6, 27	$131.76	🎯$148	$137.53	+12%	+4% so far
ETR	▲ Overweight	Apr 30, 26	Apr 30, 27	$116.43	🎯$128	$115.19	+10%	-1% so far
NEE	▲ Overweight	Apr 24, 26	Apr 24, 27	$94.83	🎯$102	$88.47	+8%	-7% so far

Sample (0 recent finished + 8 in progress) of 292 calls.

▸ Health

363

59.2%

+7.5%

+7.2%

+7.4% (96)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
MDT	▲ Overweight	Jun 4, 26	Jun 4, 27	$81.93	🎯$102	$83.83	+24%	+2% so far
VEEV	▲ Overweight	Jun 4, 26	Jun 4, 27	$178.6	🎯$320	$192.3	+79%	+8% so far
A	▲ Overweight	May 28, 26	May 28, 27	$135.53	🎯$160	$131.14	+18%	-3% so far
COR	▲ Overweight	May 11, 26	May 11, 27	$259.7	🎯$331	$304.48	+27%	+17% so far
TMO	▲ Overweight	May 8, 26	May 8, 27	$452.6	🎯$615	$516.62	+36%	+14% so far
CVS	▲ Overweight	May 8, 26	May 8, 27	$90.55	🎯$103	$104.33	+14%	+15% so far
TECH	▲ Overweight	May 7, 26	May 7, 27	$48.36	🎯$62	$70.61	+28%	+46% so far
PODD	▲ Overweight	May 7, 26	May 7, 27	$154.16	🎯$255	$161.55	+65%	+5% so far

Sample (0 recent finished + 8 in progress) of 363 calls.

▸ Real estate

223

53.8%

+4.7%

+4.4%

+9.1% (60)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CSGP	▼ Underweight	Jun 24, 26	Jun 24, 27	$28.64	🎯$26	$29.87	-9%	+4% so far
INVH	▲ Overweight	Jun 24, 26	Jun 24, 27	$29.64	🎯$33	$30.2	+11%	+2% so far
EXR	▲ Overweight	Jun 1, 26	Jun 1, 27	$142.29	🎯$154	$147.73	+8%	+4% so far
VTR	▲ Overweight	Jun 1, 26	Jun 1, 27	$80.13	🎯$96	$94.07	+20%	+17% so far
BXP	▲ Overweight	Jun 1, 26	Jun 1, 27	$61.21	🎯$77	$68.59	+26%	+12% so far
PLD	▲ Overweight	Jun 1, 26	Jun 1, 27	$140.41	🎯$167	$143.61	+19%	+2% so far
UDR	▲ Overweight	Jun 1, 26	Jun 1, 27	$36.84	🎯$43	$41.24	+17%	+12% so far
HST	▲ Overweight	Jun 1, 26	Jun 1, 27	$23.65	🎯$25	$23.35	+6%	-1% so far

Sample (0 recent finished + 8 in progress) of 223 calls.

▸ Cons. staples

238

57.6%

+3.6%

+2.8%

+6.3% (79)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
GIS	▼ Underweight	Jul 2, 26	Jul 2, 27	$37.57	🎯$33	$37.1	-12%	-1% so far
STZ	▲ Overweight	Jun 29, 26	Jun 29, 27	$139.66	🎯$170	$131.76	+22%	-6% so far
CASY	▲ Overweight	Jun 11, 26	Jun 11, 27	$895.14	🎯$960	$801.99	+7%	-10% so far
SJM	▲ Overweight	Jun 10, 26	Jun 10, 27	$116.83	🎯$129	$113.24	+10%	-3% so far
CASY	▲ Overweight	May 26, 26	May 26, 27	$784.38	🎯$910	$801.99	+16%	+2% so far
GIS	▼ Underweight	May 18, 26	May 18, 27	$33.77	🎯$30	$37.1	-11%	+10% so far
CAG	▼ Underweight	May 18, 26	May 18, 27	$13.93	🎯$13	$14.03	-7%	+1% so far
KO	▲ Overweight	May 18, 26	May 18, 27	$81.92	🎯$90	$84.05	+10%	+3% so far

Sample (0 recent finished + 8 in progress) of 238 calls.

▸ Materials

188

49.5%

+0.9%

+0.5%

+13.5% (83)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
NUE	▲ Overweight	Jun 18, 26	Jun 18, 27	$243.83	🎯$283	$227.42	+16%	-7% so far
STLD	▲ Overweight	Jun 18, 26	Jun 18, 27	$249.91	🎯$291	$229.62	+16%	-8% so far
STLD	▲ Overweight	Jun 4, 26	Jun 4, 27	$276.85	🎯$293	$229.62	+6%	-17% so far
NUE	▲ Overweight	Jun 4, 26	Jun 4, 27	$262.28	🎯$292	$227.42	+11%	-13% so far
LYB	▲ Overweight	May 28, 26	May 28, 27	$66.65	🎯$98	$54.6	+47%	-18% so far
BALL	▲ Overweight	May 6, 26	May 6, 27	$58.41	🎯$71	$62.66	+22%	+7% so far
IP	▲ Overweight	May 4, 26	May 4, 27	$31.2	🎯$39	$37.92	+25%	+22% so far
APD	▲ Overweight	May 1, 26	May 1, 27	$298.35	🎯$340	$305.05	+14%	+2% so far

Sample (0 recent finished + 8 in progress) of 188 calls.

The stocks Wells Fargo covers (track record per stock)

Stock

Calls

% profitable

Avg gain 2015+

Avg gain 2020+

Last 12 months

▸ MU Micron Technology

77.3%

+130.2%

+172.2%

+174.9% (8)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
MU	▲ Overweight	Jun 25, 26	Jun 25, 27	$1132.33	🎯$1525	$938.38	+35%	-17% so far
MU	▲ Overweight	Jun 8, 26	Jun 8, 27	$935.89	🎯$1220	$938.38	+30%	+0% so far
MU	▲ Overweight	Mar 19, 26	Mar 19, 27	$422.9	🎯$550	$938.38	+30%	+122% so far
MU	▲ Overweight	Mar 12, 26	Mar 12, 27	$405.35	🎯$470	$938.38	+16%	+131% so far
MU	▲ Overweight	Jan 15, 26	Jan 15, 27	$362.75	🎯$410	$938.38	+13%	+159% so far
MU	▲ Overweight	Dec 18, 25	Dec 18, 26	$265.92	🎯$335	$938.38	+26%	+253% so far
MU	▲ Overweight	Nov 7, 25	Nov 7, 26	$253.3	🎯$300	$938.38	+18%	+270% so far
MU	▲ Overweight	Sep 24, 25	Sep 24, 26	$161.71	🎯$220	$938.38	+36%	+480% so far

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

▸ WDC Western Digital

43.8%

+105.8%

+131.2%

+264.2% (8)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
WDC	▲ Overweight	Jun 1, 26	Jun 1, 27	$563.1	🎯$575	$532.1	+2%	-6% so far
WDC	▲ Overweight	May 1, 26	May 1, 27	$442.36	🎯$500	$532.1	+13%	+20% so far
WDC	▲ Overweight	Jan 30, 26	Jan 30, 27	$270.23	🎯$335	$532.1	+24%	+97% so far
WDC	▲ Overweight	Jan 15, 26	Jan 15, 27	$221.51	🎯$260	$532.1	+17%	+140% so far
WDC	▲ Overweight	Oct 31, 25	Oct 31, 26	$158.02	🎯$180	$532.1	+14%	+237% so far
WDC	▲ Overweight	Oct 13, 25	Oct 13, 26	$118.86	🎯$150	$532.1	+26%	+348% so far
WDC	▲ Overweight	Jul 31, 25	Jul 31, 26	$76.55	🎯$95	$532.1	+24%	+595% so far
WDC	▲ Overweight	Jul 17, 25	Jul 17, 26	$68	🎯$80	$532.1	+18%	+683% so far

Sample (0 recent finished + 8 in progress) of 16 calls.

▸ DECK Deckers Brands

100%

+110.9%

+124.1%

-5.6% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
DECK	▼ Underweight	May 8, 26	May 8, 27	$100.42	🎯$90	$106.08	-10%	+6% so far
DECK	▲ Overweight	May 22, 20	May 22, 21	$29.87	🎯$200	$56.45	+570%	+88.9%
DECK	▲ Overweight	Mar 30, 20	Mar 30, 21	$22.33	🎯$180	$55.16	+706%	+146.6%
DECK	▲ Overweight	Mar 16, 20	Mar 16, 21	$18.56	🎯$173	$56.42	+832%	+204.2%
DECK	▲ Overweight	Jan 31, 20	Jan 30, 21	$31.82	🎯$210	$49.96	+560%	+56.8%
DECK	▲ Outperform	Nov 25, 19	Nov 24, 20	$27.42	🎯$195	$43.32	+611%	+57.7%
DECK	▲ Outperform	Jun 20, 14	Jun 20, 15	$13.38	—	$12.71	—	-5.1%

▸ AIG American International Group

60%

+13.3%

+120.0%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
AIG	▲ Overweight	Apr 1, 20	Apr 1, 21	$21.25	🎯$38	$46.75	+79%	+120%
AIG	▲ Outperform	Jul 11, 19	Jul 10, 20	$56.27	🎯$62	$29.82	+10%	-47.2%
AIG	▲ Outperform	May 8, 19	May 7, 20	$49.96	🎯$57	$25.48	+14%	-48.9%
AIG	▲ Outperform	Dec 6, 18	Dec 6, 19	$39.41	🎯$54	$52.02	+37%	+31.6%
AIG	▲ Outperform	May 17, 16	May 17, 17	$55.4	—	$61.49	—	+11.1%

▸ APP AppLovin

100%

+100.5%

+7.1% (9)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
APP	▲ Overweight	Jul 7, 26	Jul 7, 27	$527.98	🎯$575	$527.98	+9%	+0% so far
APP	▲ Overweight	May 7, 26	May 7, 27	$468.55	🎯$571	$527.98	+22%	+13% so far
APP	▲ Overweight	Apr 6, 26	Apr 6, 27	$410.44	🎯$560	$527.98	+36%	+29% so far
APP	▲ Overweight	Feb 12, 26	Feb 12, 27	$390.55	🎯$543	$527.98	+39%	+35% so far
APP	▲ Overweight	Jan 8, 26	Jan 8, 27	$647.72	🎯$735	$527.98	+13%	-18% so far
APP	▲ Overweight	Nov 7, 25	Nov 7, 26	$651.32	🎯$721	$527.98	+11%	-19% so far
APP	▲ Overweight	Oct 14, 25	Oct 14, 26	$590.03	🎯$633	$527.98	+7%	-11% so far
APP	▲ Overweight	Aug 21, 25	Aug 21, 26	$441.68	🎯$491	$527.98	+11%	+20% so far

▸ MCHP Microchip Technology

100%

+35.6%

+99.6%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
MCHP	▲ Overweight	Apr 9, 20	Apr 9, 21	$39.78	🎯$110	$79.56	+177%	+99.6%
MCHP	▲ Overweight	Dec 20, 19	Dec 19, 20	$52.33	🎯$115	$69.08	+120%	+31.8%
MCHP	▲ Outperform	Nov 6, 19	Nov 5, 20	$47.81	🎯$110	$59.28	+130%	+23.8%
MCHP	▲ Outperform	Jul 29, 19	Jul 28, 20	$49.19	🎯$115	$50.17	+134%	+2.2%
MCHP	▲ Outperform	Jun 25, 19	Jun 24, 20	$41.97	🎯$105	$50.36	+150%	+20.4%

▸ CVNA Carvana

78.9%

+98.6%

+95.4%

-10.5% (5)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CVNA	▲ Overweight	Apr 30, 26	Apr 30, 27	$79.16	🎯$475	$67.49	+500%	-15% so far
CVNA	▲ Overweight	Feb 19, 26	Feb 19, 27	$66.56	🎯$425	$67.49	+539%	+1% so far
CVNA	▲ Overweight	Jan 27, 26	Jan 27, 27	$95.54	🎯$525	$67.49	+450%	-29% so far
CVNA	▲ Overweight	Jul 31, 25	Jul 31, 26	$73.56	🎯$425	$67.49	+478%	-8% so far
CVNA	▲ Overweight	Jul 18, 25	Jul 18, 26	$68.38	🎯$390	$67.49	+470%	-1% so far
CVNA	▲ Overweight	May 8, 25	May 8, 26	$57.11	🎯$310	$77.67	+443%	+36.5%
CVNA	▲ Overweight	Apr 28, 25	Apr 28, 26	$48.72	🎯$290	$79.41	+495%	+62.8%
CVNA	▲ Overweight	Jan 6, 25	Jan 6, 26	$39.67	🎯$275	$90.05	+593%	+127.3%

Sample (3 recent finished + 5 in progress) of 19 calls.

▸ NVDA Nvidia

89.3%

+92.9%

+0.3% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
NVDA	▲ Overweight	May 12, 26	May 12, 27	$225.83	🎯$315	$196.93	+39%	-13% so far
NVDA	▲ Overweight	Nov 14, 25	Nov 14, 26	$186.6	🎯$265	$196.93	+42%	+6% so far
NVDA	▲ Overweight	Aug 11, 25	Aug 11, 26	$182.06	🎯$220	$196.93	+21%	+8% so far
NVDA	▲ Overweight	Nov 21, 24	Nov 21, 25	$146.67	🎯$185	$178.94	+26%	+22%
NVDA	▲ Overweight	Aug 29, 24	Aug 29, 25	$117.59	🎯$165	$174.03	+40%	+48.1%
NVDA	▲ Overweight	Jun 18, 24	Jun 18, 25	$130.78	🎯$155	$143.86	+19%	+10%
NVDA	▲ Overweight	May 23, 24	May 23, 25	$106.47	🎯$1250	$135.22	+1074%	+27.3%
NVDA	▲ Overweight	May 14, 24	May 14, 25	$94.63	🎯$1150	$134.37	+1115%	+42.5%

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

▸ TPR Tapestry, Inc.

81%

+62.2%

+71.4%

+25.4% (5)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TPR	▲ Overweight	Feb 6, 26	Feb 6, 27	$154.65	🎯$165	$146.3	+7%	-5% so far
TPR	▲ Overweight	Dec 16, 25	Dec 16, 26	$122.19	🎯$135	$146.3	+10%	+20% so far
TPR	▲ Overweight	Nov 7, 25	Nov 7, 26	$106.08	🎯$125	$146.3	+18%	+38% so far
TPR	▲ Overweight	Oct 27, 25	Oct 27, 26	$113.11	🎯$135	$146.3	+19%	+29% so far
TPR	▲ Overweight	Aug 14, 25	Aug 14, 26	$100.74	🎯$120	$146.3	+19%	+45% so far
TPR	▲ Overweight	May 14, 25	May 14, 26	$83.24	🎯$100	$129.02	+20%	+55.4%
TPR	▲ Overweight	May 8, 25	May 8, 26	$78.01	🎯$90	$133.4	+15%	+70.9%
TPR	▲ Overweight	Apr 30, 25	Apr 30, 26	$70.49	🎯$85	$142.39	+21%	+102.5%

Sample (3 recent finished + 5 in progress) of 21 calls.

▸ META Meta Platforms

88.9%

+66.0%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
META	▲ Overweight	Aug 1, 24	Aug 1, 25	$497.74	🎯$647	$751.59	+30%	+50.7%
META	▲ Overweight	Jul 8, 24	Jul 8, 25	$530	🎯$625	$731.4	+18%	+38.3%
META	▲ Overweight	Apr 3, 24	Apr 3, 25	$510.92	🎯$600	$505.81	+17%	-1.2%
META	▲ Overweight	Mar 18, 24	Mar 18, 25	$496.24	🎯$609	$585.56	+23%	+17.7%
META	▲ Overweight	Oct 26, 23	Oct 25, 24	$288.35	🎯$380	$573.82	+32%	+98.8%
META	▲ Overweight	Oct 9, 23	Oct 8, 24	$318.36	🎯$372	$592.15	+17%	+86.2%
META	▲ Overweight	Jul 27, 23	Jul 26, 24	$311.71	🎯$389	$464.45	+25%	+49.4%
META	▲ Overweight	Feb 2, 23	Feb 2, 24	$188.77	🎯$250	$475.7	+32%	+151.6%

Sample (8 recent finished + 0 in progress) of 9 calls.

▸ DVN Devon Energy

55%

+53.4%

+65.6%

+10.2% (5)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
DVN	▲ Overweight	May 18, 26	May 18, 27	$49.69	🎯$68	$42.41	+37%	-15% so far
DVN	▲ Overweight	Feb 20, 26	Feb 20, 27	$43.67	🎯$51	$42.41	+17%	-3% so far
DVN	▲ Overweight	Jan 27, 26	Jan 27, 27	$39.45	🎯$43	$42.41	+9%	+8% so far
DVN	▲ Overweight	Oct 17, 25	Oct 17, 26	$31.74	🎯$37	$42.41	+17%	+34% so far
DVN	▲ Overweight	Aug 12, 25	Aug 12, 26	$33.32	🎯$43	$42.41	+29%	+27% so far
DVN	▲ Overweight	Jun 16, 25	Jun 16, 26	$34.71	🎯$41	$42.69	+18%	+22.7%
DVN	▲ Overweight	May 14, 25	May 14, 26	$33.4	🎯$46	$49.43	+38%	+48.2%
DVN	▲ Overweight	Apr 14, 25	Apr 14, 26	$28.53	🎯$44	$45.36	+54%	+58.5%

Sample (3 recent finished + 5 in progress) of 20 calls.

▸ APH Amphenol

100%

+27.3%

+63.9%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
APH	▲ Overweight	Apr 23, 20	Apr 23, 21	$21	🎯$95	$34.44	+352%	+63.9%
APH	▲ Outperform	Oct 24, 19	Oct 23, 20	$25.45	🎯$112	$30.03	+340%	+17.6%
APH	▲ Outperform	Nov 10, 17	Nov 10, 18	$22.05	🎯$98	$22.05	+344%	+0.3%

▸ AMD Advanced Micro Devices

81.3%

+62.4%

+61.7%

+97.4% (7)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
AMD	▲ Overweight	Jun 30, 26	Jun 30, 27	$540.88	🎯$615	$516.11	+14%	-5% so far
AMD	▲ Overweight	May 6, 26	May 6, 27	$408.46	🎯$505	$516.11	+24%	+26% so far
AMD	▲ Overweight	Jan 30, 26	Jan 30, 27	$246.27	🎯$345	$516.11	+40%	+110% so far
AMD	▲ Overweight	Nov 12, 25	Nov 12, 26	$247.96	🎯$345	$516.11	+39%	+108% so far
AMD	▲ Overweight	Oct 30, 25	Oct 30, 26	$256.12	🎯$300	$516.11	+17%	+102% so far
AMD	▲ Overweight	Oct 7, 25	Oct 7, 26	$235.56	🎯$275	$516.11	+17%	+119% so far
AMD	▲ Overweight	Jul 16, 25	Jul 16, 26	$160.41	🎯$185	$516.11	+15%	+222% so far
AMD	▲ Overweight	Apr 17, 25	Apr 17, 26	$85.56	🎯$120	$274.65	+40%	+221.4%

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

▸ NRG NRG Energy

88.9%

+60.8%

-15.5% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
NRG	▲ Overweight	Jan 20, 26	Jan 20, 27	$150.68	🎯$206	$138.01	+37%	-8% so far
NRG	▲ Overweight	Oct 28, 25	Oct 28, 26	$178.5	🎯$202	$138.01	+13%	-23% so far
NRG	▲ Overweight	May 13, 25	May 13, 26	$153.81	🎯$200	$135.35	+30%	-12.4%
NRG	▲ Overweight	Feb 27, 25	Feb 27, 26	$105.71	🎯$165	$175.48	+56%	+66.1%
NRG	▲ Overweight	Nov 11, 24	Nov 11, 25	$92.66	🎯$140	$168.64	+51%	+82.2%
NRG	▲ Overweight	Oct 30, 24	Oct 30, 25	$90.4	🎯$130	$171.76	+44%	+90.1%
NRG	▲ Overweight	Sep 5, 24	Sep 5, 25	$76.51	🎯$120	$147.66	+57%	+93.1%
NRG	▲ Overweight	May 15, 24	May 15, 25	$84.49	🎯$110	$154.62	+30%	+83.5%

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

▸ HWM Howmet Aerospace

100%

+59.6%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
HWM	▲ Overweight	Apr 8, 25	Apr 8, 26	$128.09	🎯$132	$253.62	+3%	+98.3%
HWM	▲ Overweight	Dec 11, 24	Dec 11, 25	$113.7	🎯$132	$197.84	+16%	+74.4%
HWM	▲ Overweight	Nov 12, 24	Nov 12, 25	$115.77	🎯$129	$201.44	+11%	+73.9%
HWM	▲ Overweight	May 6, 24	May 6, 25	$79.83	🎯$88	$157.27	+10%	+96.8%
HWM	▲ Overweight	May 4, 23	May 3, 24	$43.27	🎯$52	$78.75	+20%	+82.3%
HWM	▲ Overweight	Mar 22, 23	Mar 21, 24	$40.51	🎯$48	$67.65	+18%	+67.1%
HWM	▲ Overweight	Feb 15, 23	Feb 15, 24	$42.95	🎯$50	$62.71	+16%	+46.3%
HWM	▲ Overweight	Nov 9, 22	Nov 9, 23	$36.34	🎯$43	$48.7	+18%	+34.2%

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

▸ ETN Eaton Corporation

100%

+36.7%

+58.2%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
ETN	▲ Overweight	Apr 16, 20	Apr 16, 21	$79.26	🎯$92	$141.08	+16%	+77.6%
ETN	▲ Overweight	Mar 30, 20	Mar 30, 21	$77.69	🎯$100	$138.29	+29%	+78%
ETN	▲ Overweight	Feb 5, 20	Feb 4, 21	$102.48	🎯$112	$121.95	+9%	+19%
ETN	▲ Overweight	Dec 13, 19	Dec 12, 20	$93.6	🎯$105	$114.19	+12%	+21.6%
ETN	▲ Outperform	Oct 30, 19	Oct 29, 20	$87.11	🎯$100	$103.66	+15%	+19.2%
ETN	▲ Outperform	Mar 4, 19	Mar 3, 20	$80.8	🎯$90	$97.77	+11%	+21.4%
ETN	▲ Outperform	Oct 31, 18	Oct 31, 19	$73.75	🎯$85	$88.5	+15%	+20.2%

▸ RCL Royal Caribbean Group

81.3%

+43.2%

+57.3%

+0.5% (7)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
RCL	▲ Overweight	Jun 22, 26	Jun 22, 27	$309.36	🎯$361	$282.26	+17%	-9% so far
RCL	▲ Overweight	May 1, 26	May 1, 27	$265.55	🎯$360	$282.26	+36%	+6% so far
RCL	▲ Overweight	Apr 15, 26	Apr 15, 27	$265.95	🎯$349	$282.26	+31%	+6% so far
RCL	▲ Overweight	Feb 2, 26	Feb 2, 27	$326.29	🎯$383	$282.26	+17%	-13% so far
RCL	▲ Overweight	Jan 13, 26	Jan 13, 27	$291.72	🎯$373	$282.26	+28%	-3% so far
RCL	▲ Overweight	Dec 1, 25	Dec 1, 26	$265.08	🎯$316	$282.26	+19%	+6% so far
RCL	▲ Overweight	Nov 18, 25	Nov 18, 26	$256	🎯$320	$282.26	+25%	+10% so far
RCL	▲ Overweight	Jan 29, 25	Jan 29, 26	$269.09	🎯$297	$347.13	+10%	+28.6%

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

▸ ANET Arista Networks

100%

+56.5%

+18.1% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
ANET	▲ Overweight	Feb 13, 26	Feb 13, 27	$142.58	🎯$185	$166.46	+30%	+17% so far
ANET	▲ Overweight	Sep 12, 25	Sep 12, 26	$139.39	🎯$175	$166.46	+26%	+19% so far
ANET	▲ Overweight	Feb 19, 25	Feb 19, 26	$103.92	🎯$125	$137.17	+20%	+32.1%
ANET	▲ Overweight	Oct 30, 24	Oct 30, 25	$96.61	🎯$460	$157.47	+376%	+63.2%
ANET	▲ Overweight	Jul 24, 24	Jul 24, 25	$78.53	🎯$390	$114.65	+397%	+45.5%
ANET	▲ Overweight	May 8, 24	May 8, 25	$74.02	🎯$340	$86.6	+359%	+16.9%
ANET	▲ Overweight	Feb 7, 24	Feb 6, 25	$68.97	🎯$310	$118.63	+349%	+71.8%
ANET	▲ Overweight	Aug 1, 23	Jul 31, 24	$46.4	🎯$225	$86.77	+385%	+86.7%

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

▸ GE GE Aerospace

100%

+55.7%

+30.5% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
GE	▲ Overweight	Apr 1, 26	Apr 1, 27	$281.16	🎯$325	$366.98	+16%	+31% so far
GE	▲ Overweight	Apr 24, 25	Apr 24, 26	$197.41	🎯$222	$284.27	+12%	+44.2%
GE	▲ Overweight	Apr 15, 25	Apr 15, 26	$182.45	🎯$212	$297.39	+16%	+63.5%
GE	▲ Overweight	Apr 8, 25	Apr 8, 26	$187.27	🎯$203	$312.74	+8%	+67.2%
GE	▲ Overweight	Jan 24, 25	Jan 24, 26	$194.46	🎯$250	$295.58	+29%	+51.7%
GE	▲ Overweight	Dec 11, 24	Dec 11, 25	$164.83	🎯$225	$299.99	+37%	+81.9%
GE	▲ Overweight	Jul 24, 24	Jul 24, 25	$164.67	🎯$205	$271.71	+24%	+64.9%
GE	▲ Overweight	Apr 29, 24	Apr 29, 25	$161.82	🎯$192	$202.27	+19%	+24.6%

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

▸ PH Parker Hannifin

95%

+52.8%

+55.5%

+13.7% (7)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
PH	▲ Overweight	May 26, 26	May 26, 27	$856.68	🎯$950	$957.51	+11%	+12% so far
PH	▲ Overweight	Apr 1, 26	Apr 1, 27	$908.06	🎯$980	$957.51	+8%	+5% so far
PH	▲ Overweight	Jan 30, 26	Jan 30, 27	$952	🎯$1050	$957.51	+10%	+1% so far
PH	▲ Overweight	Jan 7, 26	Jan 7, 27	$906.47	🎯$1000	$957.51	+10%	+6% so far
PH	▲ Overweight	Nov 7, 25	Nov 7, 26	$840.63	🎯$925	$957.51	+10%	+14% so far
PH	▲ Overweight	Oct 6, 25	Oct 6, 26	$750.68	🎯$840	$957.51	+12%	+28% so far
PH	▲ Overweight	Aug 8, 25	Aug 8, 26	$730.66	🎯$800	$957.51	+9%	+31% so far
PH	▲ Overweight	Jul 1, 25	Jul 1, 26	$711.46	🎯$770	$960.47	+8%	+35.3%

Sample (1 recent finished + 7 in progress) of 20 calls.

▸ CEG Constellation Energy

100%

+53.2%

-21.3% (4)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CEG	▲ Overweight	Apr 1, 26	Apr 1, 27	$272.82	🎯$404	$239.71	+48%	-12% so far
CEG	▲ Overweight	Mar 30, 26	Mar 30, 27	$279.25	🎯$450	$239.71	+61%	-14% so far
CEG	▲ Overweight	Jan 20, 26	Jan 20, 27	$294.37	🎯$460	$239.71	+56%	-19% so far
CEG	▲ Overweight	Oct 28, 25	Oct 28, 26	$401.43	🎯$478	$239.71	+19%	-40% so far
CEG	▲ Overweight	Jan 13, 25	Jan 13, 26	$288.87	🎯$375	$329.31	+30%	+14.4%
CEG	▲ Overweight	Sep 23, 24	Sep 23, 25	$257.12	🎯$300	$336.83	+17%	+30.9%
CEG	▲ Overweight	May 15, 24	May 15, 25	$223.31	🎯$250	$283.6	+12%	+27.4%
CEG	▲ Overweight	Mar 19, 24	Mar 19, 25	$172.41	🎯$185	$217.24	+7%	+26.5%

Sample (4 recent finished + 4 in progress) of 12 calls.

▸ BX Blackstone Inc.

100%

+46.7%

+52.8%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
BX	▲ Overweight	Jan 26, 24	Jan 25, 25	$124.57	🎯$134	$183.12	+8%	+46.5%
BX	▲ Overweight	Jan 22, 24	Jan 21, 25	$120.97	🎯$130	$181.46	+7%	+50%
BX	▲ Overweight	Oct 20, 23	Oct 19, 24	$92.74	🎯$113	$170.64	+22%	+84.1%
BX	▲ Overweight	Jul 21, 23	Jul 20, 24	$104.89	🎯$118	$141.6	+12%	+34.6%
BX	▲ Overweight	Jul 11, 23	Jul 10, 24	$98.47	🎯$104	$124.07	+6%	+26.2%
BX	▲ Overweight	Apr 21, 23	Apr 20, 24	$89.45	🎯$101	$121.65	+13%	+36.5%
BX	▲ Overweight	Jan 27, 23	Jan 27, 24	$95.86	🎯$103	$127.49	+7%	+33.4%
BX	▲ Overweight	Jan 11, 23	Jan 11, 24	$83.07	🎯$95	$119.62	+14%	+44.4%

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

▸ KKR KKR & Co.

62.5%

+43.3%

+51.4%

-31.8% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
KKR	▲ Overweight	Jul 11, 25	Jul 11, 26	$139.43	🎯$156	$95.14	+12%	-32% so far
KKR	▲ Overweight	May 23, 25	May 23, 26	$120.92	🎯$140	$95.53	+16%	-21.4%
KKR	▲ Overweight	May 2, 25	May 2, 26	$114.79	🎯$136	$103.31	+18%	-10%
KKR	▲ Overweight	Apr 9, 25	Apr 9, 26	$110.46	🎯$120	$92.79	+9%	-16%
KKR	▲ Overweight	Mar 20, 25	Mar 20, 26	$116.5	🎯$141	$90.87	+21%	-22%
KKR	▲ Overweight	Feb 7, 24	Feb 6, 25	$96.55	🎯$103	$148.69	+7%	+53.9%
KKR	▲ Overweight	Jan 22, 24	Jan 21, 25	$84.26	🎯$93	$160.94	+10%	+90.7%
KKR	▲ Overweight	Nov 30, 23	Nov 29, 24	$75.84	🎯$84	$163.06	+11%	+114.8%

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

▸ NDAQ Nasdaq, Inc.

100%

+28.1%

+48.6%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
NDAQ	▲ Overweight	Jul 10, 20	Jul 10, 21	$41	🎯$135	$59.86	+229%	+46.1%
NDAQ	▲ Overweight	Apr 9, 20	Apr 9, 21	$34.43	🎯$116	$51.99	+237%	+51.1%
NDAQ	▲ Outperform	Jul 10, 19	Jul 9, 20	$34.34	🎯$112	$40.18	+226%	+17.3%
NDAQ	▲ Outperform	Feb 12, 18	Feb 12, 19	$25.85	🎯$85	$29.21	+229%	+12.9%
NDAQ	▲ Outperform	Feb 12, 18	Feb 12, 19	$25.85	—	$29.21	—	+12.9%
NDAQ	▲ Outperform	Mar 15, 13	Mar 15, 14	$10.86	—	$13.25	—	+22%

▸ RTX RTX Corporation

100%

+48.1%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
RTX	▲ Overweight	Apr 15, 25	Apr 15, 26	$129.25	🎯$144	$196.46	+11%	+51.5%
RTX	▲ Overweight	Apr 9, 25	Apr 9, 26	$128.43	🎯$136	$202.92	+6%	+58.2%
RTX	▲ Overweight	Jan 31, 25	Jan 31, 26	$128.95	🎯$156	$201.16	+21%	+55.9%
RTX	▲ Overweight	Jan 8, 25	Jan 8, 26	$115.11	🎯$151	$188.78	+31%	+63.8%
RTX	▲ Overweight	May 17, 24	May 17, 25	$105.02	🎯$141	$137.58	+34%	+30.6%
RTX	▲ Overweight	Apr 1, 24	Apr 1, 25	$98.55	🎯$120	$133.04	+22%	+35.1%
RTX	▲ Overweight	Mar 14, 24	Mar 14, 25	$91.76	🎯$120	$130.3	+31%	+41.7%

% 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.