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$265.2310-14 intraday$361.92+36%−39% / +128%2026-09-202026-10-09PDF
BLKBBlackbaud, Inc.BuyHigh$48.1010-14 intraday$68.14+42%−69% / +140%2026-09-28PDF
CHDNChurchill Downs IncorporatedBuyLow$79.9910-14 intraday$99.64+25%−61% / +91%2026-09-28PDF
DECKDeckers Outdoor CorporationBuyMedium$82.1810-14 intraday$104.43+27%−20% / +77%2026-09-24PDF
FISFidelity National Information Services, Inc.BuyHigh$34.7410-14 intraday$68.42+97%−21% / +250%2026-10-13PDF
FOURShift4 Payments, Inc.BuyLow$37.9710-14 intraday$50.31+33%−100% / +220%2026-09-28PDF
LPLALPL Financial Holdings Inc.BuyLow$323.3310-14 intraday$380.02+18%−58% / +95%2026-09-28PDF
NICENICE Ltd.BuyHigh$112.1910-14 intraday$157.22+40%−25% / +109%2026-09-28PDF
APOApollo Global Management, Inc.HoldMedium$115.3310-14 intraday$129.96+13%−41% / +71%2026-09-172026-10-07PDF
AUBAtlantic Union Bankshares CorporationHoldLow$37.1710-14 intraday$38.91+5%−35% / +38%2026-10-13PDF
BOOTBoot Barn Holdings, Inc.HoldMedium$113.6910-14 intraday$101.33−11%−50% / +37%2026-09-29PDF
BSMBlack Stone Minerals, L.P.HoldLow$14.8210-14 intraday$12.19−18%−68% / +48%2026-10-03PDF
CELHCelsius Holdings, Inc.HoldLow$27.3010-14 intraday$29.97+10%−51% / +74%2026-09-25PDF
COOThe Cooper Companies, Inc.HoldLow$54.1810-14 intraday$57.14+5%−49% / +68%2026-09-222026-10-11PDF
CROXCrocs, Inc.HoldLow$117.3010-14 intraday$138.84+18%−39% / +75%2026-09-30PDF
DKDelek US Holdings, Inc.HoldHigh$79.7510-14 intraday$86.00+8%−70% / +79%2026-10-05PDF
EGPEastGroup Properties, Inc.HoldLow$195.8210-14 intraday$188.59−4%−32% / +17%2026-09-25PDF
EXPEagle Materials Inc.HoldLow$161.5610-14 intraday$149.20−8%−62% / +50%2026-09-26PDF
FWRGFirst Watch Restaurant Group, Inc.HoldMedium$11.7110-14 intraday$6.71−43%−81% / +15%2026-09-30PDF
HAPNHappen, Inc. (formerly LendingClub)HoldLow$14.3610-14 intraday$13.17−8%−71% / +43%2026-10-13PDF
HLIHoulihan Lokey, Inc.HoldMedium$126.5010-14 intraday$123.82−2%−42% / +47%2026-09-25PDF
INSPInspire Medical Systems, Inc.HoldLow$68.4210-14 intraday$68.79+1%−70% / +117%2026-09-27PDF
KEXKirby CorporationHoldLow$138.7310-14 intraday$123.12−11%−59% / +40%2026-10-06PDF
KEYKeyCorpHoldLow$19.5910-14 intraday$21.29+9%−42% / +55%2026-10-14PDF
KNSLKinsale Capital Group, Inc.HoldLow$336.0310-14 intraday$250.03−26%−63% / +32%2026-09-25PDF
KRPKimbell Royalty Partners, LPHoldHigh$15.7110-14 intraday$13.89−12%−59% / +54%2026-10-03PDF
MSAMSA Safety IncorporatedHoldLow$182.6610-14 intraday$166.87−9%−50% / +34%2026-09-28PDF
PJTPJT Partners Inc.HoldMedium$135.5010-14 intraday$160.28+18%−40% / +73%2026-09-28PDF
PLMRPalomar Holdings, Inc.HoldLow$131.2410-14 intraday$104.95−20%−69% / +42%2026-09-28PDF
POOLPool CorporationHoldLow$156.0010-14 intraday$158.62+2%−46% / +57%2026-09-27PDF
PTCPTC Inc.HoldLow$193.5510-14 intraday$137.74−29%−62% / +4%2026-09-28PDF
RLIRLI Corp.HoldLow$56.3810-14 intraday$47.09−16%−61% / +38%2026-09-28PDF
RYANRyan Specialty Holdings, Inc.HoldLow$37.2910-14 intraday$37.27−0%−56% / +62%2026-09-28PDF
SITESiteOne Landscape Supply, Inc.HoldLow$88.4610-14 intraday$84.30−5%−53% / +45%2026-09-27PDF
SPSCSPS Commerce, Inc.HoldLow$84.1210-14 intraday$89.11+6%−39% / +62%2026-09-28PDF
TMDXTransMedics Group, Inc.HoldMedium$77.2210-14 intraday$64.78−16%−70% / +50%2026-09-212026-10-10PDF
TREXTrex Company, Inc.HoldLow$44.2110-14 intraday$36.83−17%−56% / +29%2026-09-242026-10-12PDF
TXRHTexas Roadhouse, Inc.HoldLow$163.5810-14 intraday$129.22−21%−61% / +14%2026-09-25PDF
TYLTyler Technologies, Inc.HoldLow$343.0010-14 intraday$297.18−13%−56% / +28%2026-09-26PDF
WMSAdvanced Drainage Systems, Inc.HoldLow$124.6110-14 intraday$107.34−14%−58% / +26%2026-09-27PDF
WTTRSelect Water Solutions, Inc.HoldMedium$19.2010-14 intraday$16.70−13%−69% / +36%2026-10-04PDF
XYLXylem Inc.HoldLow$103.0810-14 intraday$107.88+5%−44% / +70%2026-09-232026-10-12PDF
ZIONZions Bancorporation, N.A.HoldLow$61.3410-14 intraday$67.39+10%−42% / +62%2026-10-14PDF
AAONAAON, Inc.SellLow$84.3010-14 intraday$50.11−41%−87% / +28%2026-09-27PDF
ALABAstera Labs, Inc.SellHigh$314.4510-14 intraday$89.49−72%−95% / −28%2026-10-02PDF
ARLPAlliance Resource Partners, L.P.SellHigh$24.9410-14 intraday$16.95−32%−87% / +41%2026-10-06PDF
ATRCAtriCure, Inc.SellLow$56.8310-14 intraday$32.78−42%−80% / +9%2026-09-27PDF
AXONAxon Enterprise, Inc.SellLow$410.7010-14 intraday$218.05−47%−80% / +12%2026-09-232026-10-12PDF
BEBloom Energy CorporationSellHigh$252.1310-14 intraday$49.99−80%−95% / −45%2026-10-02PDF
BTUPeabody Energy CorporationSellMedium$24.4610-14 intraday$14.77−40%−100% / +103%2026-10-07PDF
BWINThe Baldwin Insurance Group, Inc.SellLow$31.8610-14 intraday$22.99−28%−94% / +49%2026-09-28PDF
CAVACAVA Group, Inc.SellHigh$51.5310-14 intraday$23.99−53%−79% / −13%2026-09-29PDF
CNRCore Natural Resources, Inc.SellLow$90.8310-14 intraday$70.65−22%−81% / +66%2026-10-06PDF
CRWVCoreWeave, Inc.SellHigh$66.8710-14 intraday$31.16−53%−100% / +122%2026-10-01PDF
CVICVR Energy, Inc.SellHigh$62.2310-14 intraday$18.14−71%−100% / −38%2026-10-05PDF
ELFe.l.f. Beauty, Inc.SellLow$108.6110-14 intraday$70.21−35%−77% / +7%2026-09-25PDF
FIXComfort Systems USA, Inc.SellLow$1,599.3310-14 intraday$730.92−54%−84% / −14%2026-09-27PDF
GWREGuidewire Software, Inc.SellLow$165.8510-14 intraday$104.60−37%−73% / +1%2026-09-202026-10-08PDF
HALOHalozyme Therapeutics, Inc.SellLow$116.4810-14 intraday$78.10−33%−79% / +28%2026-09-222026-10-11PDF
HEIHEICO CorporationSellHigh$298.0610-14 intraday$180.83−39%−74% / +6%2026-09-232026-10-11PDF
HTZHertz Global Holdings, Inc.SellMedium$1.8810-14 intraday$0.00−100%−100% / +82%2026-09-182026-10-08PDF
IDXXIDEXX Laboratories, Inc.SellHigh$524.4210-14 intraday$302.54−42%−65% / −19%2026-09-212026-10-10PDF
IOTSamsara Inc.SellLow$41.9010-14 intraday$21.11−50%−87% / +1%2026-09-182026-10-08PDF
LXULSB Industries, Inc.SellLow$10.1310-14 intraday$7.52−26%−89% / +130%2026-10-04PDF
MANHManhattan Associates, Inc.SellLow$218.0310-14 intraday$132.78−39%−71% / −3%2026-09-26PDF
MEDPMedpace Holdings, Inc.SellLow$630.7610-14 intraday$451.70−28%−62% / +5%2026-09-26PDF
NBISNebius Group N.V.SellMedium$185.9310-14 intraday$94.41−49%−100% / +96%2026-10-01PDF
OKLOOklo Inc.SellLow2026-10-03PDF
ONTOOnto Innovation Inc.SellHigh$248.4210-14 intraday$104.13−58%−83% / −25%2026-09-212026-10-09PDF
PBFPBF Energy Inc.SellHigh$90.0910-14 intraday$37.37−59%−100% / +9%2026-10-05PDF
PCORProcore Technologies, Inc.SellLow$55.7410-14 intraday$30.81−45%−86% / +2%2026-09-202026-10-09PDF
PENPenumbra, Inc.SellMedium$319.5710-14 intraday$197.45−38%−77% / +10%2026-09-27PDF
SSDSimpson Manufacturing Co., Inc.SellLow$169.7910-14 intraday$131.77−22%−52% / +5%2026-09-27PDF
TECHBio-Techne CorporationSellMedium$72.5210-14 intraday$29.89−59%−77% / −35%2026-09-222026-10-10PDF
TENTEN Ltd (Tsakos Energy Navigation)SellMedium$52.8410-14 intraday$23.24−56%−100% / +117%2026-10-04PDF
TPLTexas Pacific Land CorporationSellMedium$359.7910-14 intraday$205.96−43%−73% / −2%2026-09-26PDF
UWMCUWM Holdings CorporationSellMedium$1.0310-14 intraday$0.00−100%−100% / +108%2026-09-182026-10-07PDF
VRTVertiv Holdings CoSellHigh$227.8510-14 intraday$127.63−44%−83% / +5%2026-10-02PDF
WINGWingstop Inc.SellMedium$122.7510-14 intraday$67.50−45%−88% / +13%2026-09-29PDF
WSOWatsco, Inc.SellMedium$291.4410-14 intraday$210.48−28%−56% / +8%2026-09-24PDF
WULFTeraWulf Inc.SellLow$11.9510-14 intraday$3.88−68%−100% / +60%2026-10-01PDF
YETIYETI Holdings, Inc.SellLow$39.4010-14 intraday$33.93−14%−54% / +31%2026-09-30PDF