Upside = base-case model value vs the latest price we hold, as of the date shown: the most recent daily close fetched after market close, else the newest update's or model's price. It is not a price target. Click a column to sort.

TickerCompanyRatingConv.Price (as of)Base valueBase upsideBear / BullInitiatedLast update
APPAppLovin CorporationBuyHigh$277.0410-09$361.92+31%−41% / +119%2026-09-202026-10-09PDF
BLKBBlackbaud, Inc.BuyHigh$45.4810-09$68.14+50%−67% / +154%2026-09-28PDF
CHDNChurchill Downs IncorporatedBuyLow$79.9610-09$99.64+25%−61% / +91%2026-09-28PDF
DECKDeckers Outdoor CorporationBuyMedium$82.8910-09$104.43+26%−21% / +75%2026-09-24PDF
FOURShift4 Payments, Inc.BuyLow$40.0010-09$50.31+26%−100% / +204%2026-09-28PDF
LPLALPL Financial Holdings Inc.BuyLow$330.8810-09$380.02+15%−59% / +91%2026-09-28PDF
NICENICE Ltd.BuyHigh$117.4910-09$157.22+34%−29% / +99%2026-09-28PDF
APOApollo Global Management, Inc.HoldMedium$118.6510-09$129.96+10%−42% / +67%2026-09-172026-10-07PDF
BOOTBoot Barn Holdings, Inc.HoldMedium$119.9610-09$101.33−16%−53% / +30%2026-09-29PDF
BSMBlack Stone Minerals, L.P.HoldLow$14.8110-09$12.19−18%−68% / +48%2026-10-03PDF
CELHCelsius Holdings, Inc.HoldLow$28.5810-09$29.97+5%−54% / +66%2026-09-25PDF
COOThe Cooper Companies, Inc.HoldLow$54.3710-09$57.14+5%−49% / +68%2026-09-22PDF
CROXCrocs, Inc.HoldLow$114.9810-09$138.84+21%−38% / +79%2026-09-30PDF
DKDelek US Holdings, Inc.HoldHigh$74.5110-09$86.00+15%−68% / +91%2026-10-05PDF
EGPEastGroup Properties, Inc.HoldLow$195.9810-09$188.59−4%−32% / +17%2026-09-25PDF
EXPEagle Materials Inc.HoldLow$164.7010-09$149.20−9%−63% / +47%2026-09-26PDF
FWRGFirst Watch Restaurant Group, Inc.HoldMedium$10.9810-09$6.71−39%−80% / +22%2026-09-30PDF
HLIHoulihan Lokey, Inc.HoldMedium$130.1610-09$123.82−5%−44% / +42%2026-09-25PDF
INSPInspire Medical Systems, Inc.HoldLow$68.8910-09$68.79−0%−71% / +116%2026-09-27PDF
KEXKirby CorporationHoldLow$136.2510-09$123.12−10%−59% / +42%2026-10-06PDF
KNSLKinsale Capital Group, Inc.HoldLow$336.9810-09$250.03−26%−63% / +32%2026-09-25PDF
KRPKimbell Royalty Partners, LPHoldHigh$15.2410-09$13.89−9%−57% / +59%2026-10-03PDF
MSAMSA Safety IncorporatedHoldLow$180.7110-09$166.87−8%−49% / +36%2026-09-28PDF
PJTPJT Partners Inc.HoldMedium$137.2810-09$160.28+17%−40% / +71%2026-09-28PDF
PLMRPalomar Holdings, Inc.HoldLow$130.7610-09$104.95−20%−69% / +43%2026-09-28PDF
POOLPool CorporationHoldLow$159.5410-09$158.62−1%−47% / +53%2026-09-27PDF
PTCPTC Inc.HoldLow$194.4510-09$137.74−29%−62% / +3%2026-09-28PDF
RLIRLI Corp.HoldLow$55.7110-09$47.09−15%−60% / +39%2026-09-28PDF
RYANRyan Specialty Holdings, Inc.HoldLow$37.0110-09$37.27+1%−55% / +63%2026-09-28PDF
SITESiteOne Landscape Supply, Inc.HoldLow$87.1610-09$84.30−3%−52% / +47%2026-09-27PDF
SPSCSPS Commerce, Inc.HoldLow$84.5910-09$89.11+5%−39% / +61%2026-09-28PDF
TMDXTransMedics Group, Inc.HoldLow$77.8710-09$64.78−17%−71% / +49%2026-09-21PDF
TREXTrex Company, Inc.HoldMedium$44.7810-09$36.83−18%−57% / +28%2026-09-24PDF
TXRHTexas Roadhouse, Inc.HoldLow$161.5010-09$129.22−20%−60% / +16%2026-09-25PDF
TYLTyler Technologies, Inc.HoldLow$329.5510-09$297.18−10%−54% / +34%2026-09-26PDF
WMSAdvanced Drainage Systems, Inc.HoldLow$125.7910-09$107.34−15%−58% / +25%2026-09-27PDF
WTTRSelect Water Solutions, Inc.HoldMedium$19.7610-09$16.70−15%−70% / +32%2026-10-04PDF
XYLXylem Inc.HoldMedium$102.7110-09$107.88+5%−44% / +70%2026-09-23PDF
AAONAAON, Inc.SellLow$86.1610-09$50.11−42%−87% / +26%2026-09-27PDF
ALABAstera Labs, Inc.SellHigh$342.2110-09$89.49−74%−95% / −34%2026-10-02PDF
ARLPAlliance Resource Partners, L.P.SellHigh$24.6210-09$16.95−31%−86% / +42%2026-10-06PDF
ATRCAtriCure, Inc.SellLow$55.8110-09$32.78−41%−80% / +11%2026-09-27PDF
AXONAxon Enterprise, Inc.SellMedium$422.8910-09$218.05−48%−80% / +8%2026-09-23PDF
BEBloom Energy CorporationSellHigh$280.5010-09$49.99−82%−96% / −51%2026-10-02PDF
BTUPeabody Energy CorporationSellMedium$25.1310-09$14.77−41%−100% / +98%2026-10-07PDF
BWINThe Baldwin Insurance Group, Inc.SellLow$31.8710-09$22.99−28%−94% / +49%2026-09-28PDF
CAVACAVA Group, Inc.SellHigh$53.6410-09$23.99−55%−80% / −16%2026-09-29PDF
CNRCore Natural Resources, Inc.SellLow$88.4610-09$70.65−20%−81% / +70%2026-10-06PDF
CRWVCoreWeave, Inc.SellHigh$82.0810-09$31.16−62%−100% / +81%2026-10-01PDF
CVICVR Energy, Inc.SellHigh$58.0210-09$18.14−69%−100% / −34%2026-10-05PDF
ELFe.l.f. Beauty, Inc.SellLow$109.2310-09$70.21−36%−77% / +7%2026-09-25PDF
FIXComfort Systems USA, Inc.SellLow$1,715.6910-09$730.92−57%−85% / −20%2026-09-27PDF
GWREGuidewire Software, Inc.SellLow$167.3210-09$104.60−37%−74% / −0%2026-09-202026-10-08PDF
HALOHalozyme Therapeutics, Inc.SellMedium$110.4210-09$78.10−29%−78% / +35%2026-09-22PDF
HEIHEICO CorporationSellMedium$298.2810-09$180.83−39%−74% / +6%2026-09-23PDF
HTZHertz Global Holdings, Inc.SellMedium$1.9210-09$0.00−100%−100% / +78%2026-09-182026-10-08PDF
IDXXIDEXX Laboratories, Inc.SellLow$518.0010-09$302.54−42%−64% / −18%2026-09-21PDF
IOTSamsara Inc.SellLow$41.5510-09$21.11−49%−87% / +2%2026-09-182026-10-08PDF
LXULSB Industries, Inc.SellLow$9.8110-09$7.52−23%−89% / +138%2026-10-04PDF
MANHManhattan Associates, Inc.SellLow$204.8910-09$132.78−35%−69% / +3%2026-09-26PDF
MEDPMedpace Holdings, Inc.SellLow$612.0510-09$451.70−26%−60% / +8%2026-09-26PDF
NBISNebius Group N.V.SellMedium$221.0710-09$94.41−57%−100% / +65%2026-10-01PDF
OKLOOklo Inc.SellLow2026-10-03PDF
ONTOOnto Innovation Inc.SellHigh$294.5310-09$104.13−65%−86% / −37%2026-09-212026-10-09PDF
PBFPBF Energy Inc.SellHigh$84.2710-09$37.37−56%−100% / +17%2026-10-05PDF
PCORProcore Technologies, Inc.SellLow$56.2110-09$30.81−45%−86% / +1%2026-09-202026-10-09PDF
PENPenumbra, Inc.SellMedium$319.4010-09$197.45−38%−77% / +10%2026-09-27PDF
SSDSimpson Manufacturing Co., Inc.SellLow$171.1210-09$131.77−23%−52% / +5%2026-09-27PDF
TECHBio-Techne CorporationSellHigh$72.4610-09$29.89−59%−77% / −35%2026-09-22PDF
TENTEN Ltd (Tsakos Energy Navigation)SellMedium$51.4010-09$23.24−55%−100% / +123%2026-10-04PDF
TPLTexas Pacific Land CorporationSellMedium$360.9810-09$205.96−43%−73% / −2%2026-09-26PDF
UWMCUWM Holdings CorporationSellMedium$1.0810-09$0.00−100%−100% / +99%2026-09-182026-10-07PDF
VRTVertiv Holdings CoSellHigh$242.7810-09$127.63−47%−84% / −2%2026-10-02PDF
WINGWingstop Inc.SellMedium$122.2610-09$67.50−45%−88% / +14%2026-09-29PDF
WSOWatsco, Inc.SellMedium$279.9010-09$210.48−25%−54% / +12%2026-09-24PDF
WULFTeraWulf Inc.SellLow$13.7710-09$3.88−72%−100% / +39%2026-10-01PDF
YETIYETI Holdings, Inc.SellLow$39.7910-09$33.93−15%−54% / +30%2026-09-30PDF