Research
Coverage index
77 names
| Ticker | Company | Rating | Conviction | Price at model | Model date | |
|---|---|---|---|---|---|---|
| APP | AppLovin Corporation | Buy | Medium | $308.06 | 2026-09-20 | |
| BLKB | Blackbaud, Inc. | Buy | High | $42.16 | 2026-09-28 | |
| CHDN | Churchill Downs Incorporated | Buy | Low | $77.19 | 2026-09-28 | |
| DECK | Deckers Outdoor Corporation | Buy | Medium | $78.59 | 2026-09-24 | |
| FOUR | Shift4 Payments, Inc. | Buy | Low | $37.48 | 2026-09-28 | |
| LPLA | LPL Financial Holdings Inc. | Buy | Low | $312.87 | 2026-09-28 | |
| NICE | NICE Ltd. | Buy | High | $109.97 | 2026-09-28 | |
| APO | Apollo Global Management, Inc. | Hold | Medium | $126.00 | 2026-09-17 | |
| BOOT | Boot Barn Holdings, Inc. | Hold | Medium | $121.89 | 2026-09-29 | |
| BSM | Black Stone Minerals, L.P. | Hold | Low | $14.56 | 2026-10-03 | |
| CELH | Celsius Holdings, Inc. | Hold | Low | $28.43 | 2026-09-25 | |
| COO | The Cooper Companies, Inc. | Hold | Low | $54.12 | 2026-09-22 | |
| CROX | Crocs, Inc. | Hold | Low | $122.63 | 2026-09-30 | |
| DK | Delek US Holdings, Inc. | Hold | High | $75.40 | 2026-10-05 | |
| EGP | EastGroup Properties, Inc. | Hold | Low | $201.52 | 2026-09-25 | |
| EXP | Eagle Materials Inc. | Hold | Low | $178.49 | 2026-09-26 | |
| FWRG | First Watch Restaurant Group, Inc. | Hold | Medium | $10.18 | 2026-09-30 | |
| GWRE | Guidewire Software, Inc. | Hold | Medium | $144.29 | 2026-09-20 | |
| HLI | Houlihan Lokey, Inc. | Hold | Medium | $129.35 | 2026-09-25 | |
| INSP | Inspire Medical Systems, Inc. | Hold | Low | $70.50 | 2026-09-27 | |
| KEX | Kirby Corporation | Hold | Low | $139.85 | 2026-10-06 | |
| KNSL | Kinsale Capital Group, Inc. | Hold | Low | $336.82 | 2026-09-25 | |
| KRP | Kimbell Royalty Partners, LP | Hold | High | $14.58 | 2026-10-03 | |
| MSA | MSA Safety Incorporated | Hold | Low | $182.46 | 2026-09-28 | |
| PJT | PJT Partners Inc. | Hold | Medium | $151.77 | 2026-09-28 | |
| PLMR | Palomar Holdings, Inc. | Hold | Low | $123.99 | 2026-09-28 | |
| POOL | Pool Corporation | Hold | Low | $164.91 | 2026-09-27 | |
| PTC | PTC Inc. | Hold | Low | $139.37 | 2026-09-28 | |
| RLI | RLI Corp. | Hold | Low | $55.69 | 2026-09-28 | |
| RYAN | Ryan Specialty Holdings, Inc. | Hold | Low | $38.12 | 2026-09-28 | |
| SITE | SiteOne Landscape Supply, Inc. | Hold | Low | $91.31 | 2026-09-27 | |
| SPSC | SPS Commerce, Inc. | Hold | Low | $80.33 | 2026-09-28 | |
| TMDX | TransMedics Group, Inc. | Hold | Low | $86.42 | 2026-09-21 | |
| TREX | Trex Company, Inc. | Hold | Medium | $43.62 | 2026-09-24 | |
| TXRH | Texas Roadhouse, Inc. | Hold | Low | $161.55 | 2026-09-25 | |
| TYL | Tyler Technologies, Inc. | Hold | Low | $325.57 | 2026-09-26 | |
| WMS | Advanced Drainage Systems, Inc. | Hold | Low | $133.13 | 2026-09-27 | |
| WTTR | Select Water Solutions, Inc. | Hold | Medium | $19.95 | 2026-10-04 | |
| XYL | Xylem Inc. | Hold | Medium | $107.85 | 2026-09-23 | |
| AAON | AAON, Inc. | Sell | Low | $89.10 | 2026-09-27 | |
| ALAB | Astera Labs, Inc. | Sell | High | $356.42 | 2026-10-02 | |
| ARLP | Alliance Resource Partners, L.P. | Sell | High | $24.67 | 2026-10-06 | |
| ATRC | AtriCure, Inc. | Sell | Low | $58.38 | 2026-09-27 | |
| AXON | Axon Enterprise, Inc. | Sell | Medium | $459.32 | 2026-09-23 | |
| BE | Bloom Energy Corporation | Sell | High | $289.15 | 2026-10-02 | |
| BTU | Peabody Energy Corporation | Sell | Medium | $25.43 | 2026-10-07 | |
| BWIN | The Baldwin Insurance Group, Inc. | Sell | Low | $31.85 | 2026-09-28 | |
| CAVA | CAVA Group, Inc. | Sell | High | $52.20 | 2026-09-29 | |
| CNR | Core Natural Resources, Inc. | Sell | Low | $89.07 | 2026-10-06 | |
| CRWV | CoreWeave, Inc. | Sell | High | $84.87 | 2026-10-01 | |
| CVI | CVR Energy, Inc. | Sell | High | $55.33 | 2026-10-05 | |
| ELF | e.l.f. Beauty, Inc. | Sell | Low | $100.57 | 2026-09-25 | |
| FIX | Comfort Systems USA, Inc. | Sell | Low | $1,658.91 | 2026-09-27 | |
| HALO | Halozyme Therapeutics, Inc. | Sell | Medium | $111.45 | 2026-09-22 | |
| HEI | HEICO Corporation | Sell | Medium | $307.77 | 2026-09-23 | |
| HTZ | Hertz Global Holdings, Inc. | Sell | Medium | $1.86 | 2026-09-18 | |
| IDXX | IDEXX Laboratories, Inc. | Sell | Low | $511.65 | 2026-09-21 | |
| IOT | Samsara Inc. | Sell | Low | $40.00 | 2026-09-18 | |
| LXU | LSB Industries, Inc. | Sell | Low | $9.86 | 2026-10-04 | |
| MANH | Manhattan Associates, Inc. | Sell | Low | $206.03 | 2026-09-26 | |
| MEDP | Medpace Holdings, Inc. | Sell | Low | $618.88 | 2026-09-26 | |
| NBIS | Nebius Group N.V. | Sell | Medium | $232.28 | 2026-10-01 | |
| OKLO | Oklo Inc. | Sell | Low | |||
| ONTO | Onto Innovation Inc. | Sell | Medium | $263.43 | 2026-09-21 | |
| PBF | PBF Energy Inc. | Sell | High | $80.78 | 2026-10-05 | |
| PCOR | Procore Technologies, Inc. | Sell | Medium | $51.27 | 2026-09-20 | |
| PEN | Penumbra, Inc. | Sell | Medium | $318.89 | 2026-09-27 | |
| SSD | Simpson Manufacturing Co., Inc. | Sell | Low | $176.55 | 2026-09-27 | |
| TECH | Bio-Techne Corporation | Sell | High | $72.47 | 2026-09-22 | |
| TEN | TEN Ltd (Tsakos Energy Navigation) | Sell | Medium | $50.05 | 2026-10-04 | |
| TPL | Texas Pacific Land Corporation | Sell | Medium | $341.07 | 2026-09-26 | |
| UWMC | UWM Holdings Corporation | Sell | Medium | $1.26 | 2026-09-18 | |
| VRT | Vertiv Holdings Co | Sell | High | $250.60 | 2026-10-02 | |
| WING | Wingstop Inc. | Sell | Medium | $101.80 | 2026-09-29 | |
| WSO | Watsco, Inc. | Sell | Medium | $325.37 | 2026-09-24 | |
| WULF | TeraWulf Inc. | Sell | Low | $14.80 | 2026-10-01 | |
| YETI | YETI Holdings, Inc. | Sell | Low | $42.19 | 2026-09-30 |