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$270.8710-12$361.92+34%−40% / +124%2026-09-202026-10-09PDF
BLKBBlackbaud, Inc.BuyHigh$46.7510-12$68.14+46%−68% / +147%2026-09-28PDF
CHDNChurchill Downs IncorporatedBuyLow$80.5010-12$99.64+24%−62% / +90%2026-09-28PDF
DECKDeckers Outdoor CorporationBuyMedium$84.2710-12$104.43+24%−22% / +73%2026-09-24PDF
FOURShift4 Payments, Inc.BuyLow$39.8510-12$50.31+26%−100% / +205%2026-09-28PDF
LPLALPL Financial Holdings Inc.BuyLow$330.1210-12$380.02+15%−59% / +91%2026-09-28PDF
NICENICE Ltd.BuyHigh$115.0410-12$157.22+37%−27% / +103%2026-09-28PDF
APOApollo Global Management, Inc.HoldMedium$119.2210-12$129.96+9%−43% / +66%2026-09-172026-10-07PDF
BOOTBoot Barn Holdings, Inc.HoldMedium$119.9710-12$101.33−16%−53% / +30%2026-09-29PDF
BSMBlack Stone Minerals, L.P.HoldLow$14.8410-12$12.19−18%−68% / +48%2026-10-03PDF
CELHCelsius Holdings, Inc.HoldLow$28.3910-12$29.97+6%−53% / +67%2026-09-25PDF
COOThe Cooper Companies, Inc.HoldLow$55.5510-12$57.14+3%−50% / +64%2026-09-222026-10-11PDF
CROXCrocs, Inc.HoldLow$116.9010-12$138.84+19%−39% / +76%2026-09-30PDF
DKDelek US Holdings, Inc.HoldHigh$77.3310-12$86.00+11%−69% / +84%2026-10-05PDF
EGPEastGroup Properties, Inc.HoldLow$197.4510-12$188.59−4%−32% / +17%2026-09-25PDF
EXPEagle Materials Inc.HoldLow$163.6110-12$149.20−9%−63% / +48%2026-09-26PDF
FWRGFirst Watch Restaurant Group, Inc.HoldMedium$11.2610-12$6.71−40%−81% / +19%2026-09-30PDF
HLIHoulihan Lokey, Inc.HoldMedium$130.3810-12$123.82−5%−44% / +42%2026-09-25PDF
INSPInspire Medical Systems, Inc.HoldLow$71.4910-12$68.79−4%−72% / +108%2026-09-27PDF
KEXKirby CorporationHoldLow$135.8810-12$123.12−9%−59% / +43%2026-10-06PDF
KNSLKinsale Capital Group, Inc.HoldLow$341.1210-12$250.03−27%−63% / +30%2026-09-25PDF
KRPKimbell Royalty Partners, LPHoldHigh$15.4310-12$13.89−10%−58% / +57%2026-10-03PDF
MSAMSA Safety IncorporatedHoldLow$181.9910-12$166.87−8%−50% / +35%2026-09-28PDF
PJTPJT Partners Inc.HoldMedium$138.5410-12$160.28+16%−41% / +69%2026-09-28PDF
PLMRPalomar Holdings, Inc.HoldLow$134.2310-12$104.95−22%−70% / +39%2026-09-28PDF
POOLPool CorporationHoldLow$158.7110-12$158.62−0%−47% / +54%2026-09-27PDF
PTCPTC Inc.HoldLow$194.3910-12$137.74−29%−62% / +4%2026-09-28PDF
RLIRLI Corp.HoldLow$56.6310-12$47.09−17%−61% / +37%2026-09-28PDF
RYANRyan Specialty Holdings, Inc.HoldLow$37.2510-12$37.27+0%−56% / +62%2026-09-28PDF
SITESiteOne Landscape Supply, Inc.HoldLow$87.9910-12$84.30−4%−53% / +46%2026-09-27PDF
SPSCSPS Commerce, Inc.HoldLow$84.6010-12$89.11+5%−39% / +61%2026-09-28PDF
TMDXTransMedics Group, Inc.HoldMedium$78.1710-12$64.78−17%−71% / +48%2026-09-212026-10-10PDF
TREXTrex Company, Inc.HoldLow$44.4810-12$36.83−17%−57% / +28%2026-09-242026-10-12PDF
TXRHTexas Roadhouse, Inc.HoldLow$158.8110-12$129.22−19%−60% / +18%2026-09-25PDF
TYLTyler Technologies, Inc.HoldLow$339.9410-12$297.18−13%−55% / +29%2026-09-26PDF
WMSAdvanced Drainage Systems, Inc.HoldLow$125.9310-12$107.34−15%−58% / +25%2026-09-27PDF
WTTRSelect Water Solutions, Inc.HoldMedium$19.3210-12$16.70−14%−69% / +35%2026-10-04PDF
XYLXylem Inc.HoldLow$102.5910-12$107.88+5%−44% / +70%2026-09-232026-10-12PDF
AAONAAON, Inc.SellLow$84.7710-12$50.11−41%−87% / +28%2026-09-27PDF
ALABAstera Labs, Inc.SellHigh$324.1110-12$89.49−72%−95% / −30%2026-10-02PDF
ARLPAlliance Resource Partners, L.P.SellHigh$24.9010-12$16.95−32%−87% / +41%2026-10-06PDF
ATRCAtriCure, Inc.SellLow$57.2810-12$32.78−43%−80% / +8%2026-09-27PDF
AXONAxon Enterprise, Inc.SellLow$414.4310-12$218.05−47%−80% / +11%2026-09-232026-10-12PDF
BEBloom Energy CorporationSellHigh$262.2810-12$49.99−81%−95% / −47%2026-10-02PDF
BTUPeabody Energy CorporationSellMedium$25.0810-12$14.77−41%−100% / +98%2026-10-07PDF
BWINThe Baldwin Insurance Group, Inc.SellLow$31.8510-12$22.99−28%−94% / +49%2026-09-28PDF
CAVACAVA Group, Inc.SellHigh$52.5610-12$23.99−54%−79% / −14%2026-09-29PDF
CNRCore Natural Resources, Inc.SellLow$91.6210-12$70.65−23%−82% / +64%2026-10-06PDF
CRWVCoreWeave, Inc.SellHigh$80.2610-12$31.16−61%−100% / +85%2026-10-01PDF
CVICVR Energy, Inc.SellHigh$58.9110-12$18.14−69%−100% / −35%2026-10-05PDF
ELFe.l.f. Beauty, Inc.SellLow$109.9410-12$70.21−36%−77% / +6%2026-09-25PDF
FIXComfort Systems USA, Inc.SellLow$1,638.0510-12$730.92−55%−84% / −16%2026-09-27PDF
GWREGuidewire Software, Inc.SellLow$164.7410-12$104.60−37%−73% / +1%2026-09-202026-10-08PDF
HALOHalozyme Therapeutics, Inc.SellLow$111.0810-12$78.10−30%−78% / +34%2026-09-222026-10-11PDF
HEIHEICO CorporationSellHigh$297.0910-12$180.83−39%−74% / +7%2026-09-232026-10-11PDF
HTZHertz Global Holdings, Inc.SellMedium$1.8510-12$0.00−100%−100% / +85%2026-09-182026-10-08PDF
IDXXIDEXX Laboratories, Inc.SellHigh$523.9410-12$302.54−42%−65% / −19%2026-09-212026-10-10PDF
IOTSamsara Inc.SellLow$41.6210-12$21.11−49%−87% / +2%2026-09-182026-10-08PDF
LXULSB Industries, Inc.SellLow$9.8110-12$7.52−23%−89% / +138%2026-10-04PDF
MANHManhattan Associates, Inc.SellLow$217.8910-12$132.78−39%−71% / −3%2026-09-26PDF
MEDPMedpace Holdings, Inc.SellLow$620.0510-12$451.70−27%−61% / +6%2026-09-26PDF
NBISNebius Group N.V.SellMedium$210.0610-12$94.41−55%−100% / +74%2026-10-01PDF
OKLOOklo Inc.SellLow2026-10-03PDF
ONTOOnto Innovation Inc.SellHigh$273.7410-12$104.13−62%−85% / −32%2026-09-212026-10-09PDF
PBFPBF Energy Inc.SellHigh$85.0210-12$37.37−56%−100% / +16%2026-10-05PDF
PCORProcore Technologies, Inc.SellLow$56.2210-12$30.81−45%−86% / +1%2026-09-202026-10-09PDF
PENPenumbra, Inc.SellMedium$320.9610-12$197.45−38%−77% / +10%2026-09-27PDF
SSDSimpson Manufacturing Co., Inc.SellLow$170.1410-12$131.77−23%−52% / +5%2026-09-27PDF
TECHBio-Techne CorporationSellMedium$72.5610-12$29.89−59%−77% / −35%2026-09-222026-10-10PDF
TENTEN Ltd (Tsakos Energy Navigation)SellMedium$54.5810-12$23.24−57%−100% / +110%2026-10-04PDF
TPLTexas Pacific Land CorporationSellMedium$365.3210-12$205.96−44%−74% / −3%2026-09-26PDF
UWMCUWM Holdings CorporationSellMedium$1.0210-12$0.00−100%−100% / +110%2026-09-182026-10-07PDF
VRTVertiv Holdings CoSellHigh$239.3610-12$127.63−47%−84% / −0%2026-10-02PDF
WINGWingstop Inc.SellMedium$126.0210-12$67.50−46%−88% / +10%2026-09-29PDF
WSOWatsco, Inc.SellMedium$286.3210-12$210.48−26%−55% / +9%2026-09-24PDF
WULFTeraWulf Inc.SellLow$13.3710-12$3.88−71%−100% / +43%2026-10-01PDF
YETIYETI Holdings, Inc.SellLow$39.0110-12$33.93−13%−53% / +32%2026-09-30PDF