Ad hoc reports → (3) · 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$272.2810-13$361.92+33%−40% / +123%2026-09-202026-10-09PDF
BLKBBlackbaud, Inc.BuyHigh$48.0610-13$68.14+42%−69% / +140%2026-09-28PDF
CHDNChurchill Downs IncorporatedBuyLow$81.0610-13$99.64+23%−62% / +89%2026-09-28PDF
DECKDeckers Outdoor CorporationBuyMedium$84.0210-13$104.43+24%−22% / +73%2026-09-24PDF
FISFidelity National Information Services, Inc.BuyHigh$35.2010-13$68.42+94%−22% / +245%2026-10-13PDF
FOURShift4 Payments, Inc.BuyLow$38.8410-13$50.31+30%−100% / +213%2026-09-28PDF
LPLALPL Financial Holdings Inc.BuyLow$325.6310-13$380.02+17%−58% / +94%2026-09-28PDF
NICENICE Ltd.BuyHigh$114.9510-13$157.22+37%−27% / +104%2026-09-28PDF
APOApollo Global Management, Inc.HoldMedium$116.2810-13$129.96+12%−41% / +70%2026-09-172026-10-07PDF
AUBAtlantic Union Bankshares CorporationHoldLow$37.5010-13$38.91+4%−36% / +36%2026-10-13PDF
BOOTBoot Barn Holdings, Inc.HoldMedium$117.5710-13$101.33−14%−52% / +32%2026-09-29PDF
BSMBlack Stone Minerals, L.P.HoldLow$14.9310-13$12.19−18%−68% / +47%2026-10-03PDF
CELHCelsius Holdings, Inc.HoldLow$27.9310-13$29.97+7%−53% / +70%2026-09-25PDF
COOThe Cooper Companies, Inc.HoldLow$54.5910-13$57.14+5%−49% / +67%2026-09-222026-10-11PDF
CROXCrocs, Inc.HoldLow$117.5310-13$138.84+18%−39% / +75%2026-09-30PDF
DKDelek US Holdings, Inc.HoldHigh$80.7510-13$86.00+7%−70% / +77%2026-10-05PDF
EGPEastGroup Properties, Inc.HoldLow$196.5710-13$188.59−4%−32% / +17%2026-09-25PDF
EXPEagle Materials Inc.HoldLow$163.9510-13$149.20−9%−63% / +48%2026-09-26PDF
FWRGFirst Watch Restaurant Group, Inc.HoldMedium$12.0410-13$6.71−44%−82% / +11%2026-09-30PDF
HAPNHappen, Inc. (formerly LendingClub)HoldLow$14.8210-13$13.17−11%−72% / +38%2026-10-13PDF
HLIHoulihan Lokey, Inc.HoldMedium$129.5310-13$123.82−4%−44% / +43%2026-09-25PDF
INSPInspire Medical Systems, Inc.HoldLow$68.8610-13$68.79−0%−71% / +116%2026-09-27PDF
KEXKirby CorporationHoldLow$136.7710-13$123.12−10%−59% / +42%2026-10-06PDF
KNSLKinsale Capital Group, Inc.HoldLow$339.9710-13$250.03−26%−63% / +30%2026-09-25PDF
KRPKimbell Royalty Partners, LPHoldHigh$15.7510-13$13.89−12%−59% / +53%2026-10-03PDF
MSAMSA Safety IncorporatedHoldLow$181.7910-13$166.87−8%−49% / +35%2026-09-28PDF
PJTPJT Partners Inc.HoldMedium$136.9510-13$160.28+17%−40% / +71%2026-09-28PDF
PLMRPalomar Holdings, Inc.HoldLow$133.4310-13$104.95−21%−70% / +40%2026-09-28PDF
POOLPool CorporationHoldLow$160.6010-13$158.62−1%−47% / +52%2026-09-27PDF
PTCPTC Inc.HoldLow$193.9610-13$137.74−29%−62% / +4%2026-09-28PDF
RLIRLI Corp.HoldLow$57.1010-13$47.09−18%−61% / +36%2026-09-28PDF
RYANRyan Specialty Holdings, Inc.HoldLow$37.8510-13$37.27−2%−56% / +59%2026-09-28PDF
SITESiteOne Landscape Supply, Inc.HoldLow$90.3510-13$84.30−7%−54% / +42%2026-09-27PDF
SPSCSPS Commerce, Inc.HoldLow$83.7610-13$89.11+6%−39% / +63%2026-09-28PDF
TMDXTransMedics Group, Inc.HoldMedium$79.1410-13$64.78−18%−71% / +47%2026-09-212026-10-10PDF
TREXTrex Company, Inc.HoldLow$45.0510-13$36.83−18%−57% / +27%2026-09-242026-10-12PDF
TXRHTexas Roadhouse, Inc.HoldLow$162.1810-13$129.22−20%−61% / +15%2026-09-25PDF
TYLTyler Technologies, Inc.HoldLow$346.9010-13$297.18−14%−56% / +27%2026-09-26PDF
WMSAdvanced Drainage Systems, Inc.HoldLow$126.7310-13$107.34−15%−59% / +24%2026-09-27PDF
WTTRSelect Water Solutions, Inc.HoldMedium$19.3510-13$16.70−14%−69% / +35%2026-10-04PDF
XYLXylem Inc.HoldLow$102.5410-13$107.88+5%−44% / +71%2026-09-232026-10-12PDF
AAONAAON, Inc.SellLow$86.1910-13$50.11−42%−87% / +25%2026-09-27PDF
ALABAstera Labs, Inc.SellHigh$325.4110-13$89.49−72%−95% / −30%2026-10-02PDF
ARLPAlliance Resource Partners, L.P.SellHigh$25.1810-13$16.95−33%−87% / +39%2026-10-06PDF
ATRCAtriCure, Inc.SellLow$56.8710-13$32.78−42%−80% / +9%2026-09-27PDF
AXONAxon Enterprise, Inc.SellLow$413.3510-13$218.05−47%−80% / +11%2026-09-232026-10-12PDF
BEBloom Energy CorporationSellHigh$263.4510-13$49.99−81%−95% / −47%2026-10-02PDF
BTUPeabody Energy CorporationSellMedium$25.2110-13$14.77−41%−100% / +97%2026-10-07PDF
BWINThe Baldwin Insurance Group, Inc.SellLow$31.8710-13$22.99−28%−94% / +49%2026-09-28PDF
CAVACAVA Group, Inc.SellHigh$52.9810-13$23.99−55%−79% / −15%2026-09-29PDF
CNRCore Natural Resources, Inc.SellLow$91.5410-13$70.65−23%−82% / +65%2026-10-06PDF
CRWVCoreWeave, Inc.SellHigh$77.8110-13$31.16−60%−100% / +91%2026-10-01PDF
CVICVR Energy, Inc.SellHigh$63.1210-13$18.14−71%−100% / −39%2026-10-05PDF
ELFe.l.f. Beauty, Inc.SellLow$108.1610-13$70.21−35%−77% / +8%2026-09-25PDF
FIXComfort Systems USA, Inc.SellLow$1,626.6410-13$730.92−55%−84% / −16%2026-09-27PDF
GWREGuidewire Software, Inc.SellLow$165.7810-13$104.60−37%−73% / +1%2026-09-202026-10-08PDF
HALOHalozyme Therapeutics, Inc.SellLow$109.6210-13$78.10−29%−78% / +36%2026-09-222026-10-11PDF
HEIHEICO CorporationSellHigh$296.7310-13$180.83−39%−74% / +7%2026-09-232026-10-11PDF
HTZHertz Global Holdings, Inc.SellMedium$1.9210-13$0.00−100%−100% / +78%2026-09-182026-10-08PDF
IDXXIDEXX Laboratories, Inc.SellHigh$520.3110-13$302.54−42%−65% / −18%2026-09-212026-10-10PDF
IOTSamsara Inc.SellLow$41.2710-13$21.11−49%−87% / +2%2026-09-182026-10-08PDF
LXULSB Industries, Inc.SellLow$10.2310-13$7.52−27%−89% / +128%2026-10-04PDF
MANHManhattan Associates, Inc.SellLow$222.7110-13$132.78−40%−72% / −5%2026-09-26PDF
MEDPMedpace Holdings, Inc.SellLow$609.8910-13$451.70−26%−60% / +8%2026-09-26PDF
NBISNebius Group N.V.SellMedium$206.8610-13$94.41−54%−100% / +76%2026-10-01PDF
OKLOOklo Inc.SellLow2026-10-03PDF
ONTOOnto Innovation Inc.SellHigh$263.5510-13$104.13−60%−84% / −30%2026-09-212026-10-09PDF
PBFPBF Energy Inc.SellHigh$91.1710-13$37.37−59%−100% / +8%2026-10-05PDF
PCORProcore Technologies, Inc.SellLow$56.1910-13$30.81−45%−86% / +1%2026-09-202026-10-09PDF
PENPenumbra, Inc.SellMedium$320.0110-13$197.45−38%−77% / +10%2026-09-27PDF
SSDSimpson Manufacturing Co., Inc.SellLow$172.1910-13$131.77−23%−53% / +4%2026-09-27PDF
TECHBio-Techne CorporationSellMedium$72.4810-13$29.89−59%−77% / −35%2026-09-222026-10-10PDF
TENTEN Ltd (Tsakos Energy Navigation)SellMedium$56.4010-13$23.24−59%−100% / +103%2026-10-04PDF
TPLTexas Pacific Land CorporationSellMedium$369.1310-13$205.96−44%−74% / −4%2026-09-26PDF
UWMCUWM Holdings CorporationSellMedium$1.0310-13$0.00−100%−100% / +108%2026-09-182026-10-07PDF
VRTVertiv Holdings CoSellHigh$237.2910-13$127.63−46%−84% / +1%2026-10-02PDF
WINGWingstop Inc.SellMedium$125.7610-13$67.50−46%−88% / +10%2026-09-29PDF
WSOWatsco, Inc.SellMedium$291.5010-13$210.48−28%−56% / +8%2026-09-24PDF
WULFTeraWulf Inc.SellLow$13.2110-13$3.88−71%−100% / +45%2026-10-01PDF
YETIYETI Holdings, Inc.SellLow$39.3410-13$33.93−14%−54% / +31%2026-09-30PDF