BMO Capital — sell-side record
BMO Capital made 114 rating actions across 52 covered names in the last 12 months, 75% of them Buy-type and 2% Sell-type. Of its 171 price targets that resolved, 80 (47%) were reached while they stood, 89 were replaced by BMO Capital before their deadline and 2 fell short at it. 14 of its 29 Buy- and Sell-type ratings that ran a full horizon agreed with how the stock did against its sector.
55 covered names with a call from BMO Capital in the last two years, checked through 2026-10-29. Rebuilt every morning.
What its Holds say: BMO Capital's 26 Hold-type ratings in the last 12 months carried a median price target +6% from the price on the day; 15% sat below the price. Of its Holds that ran a full horizon, 0 of 5 stayed within 5 points of the sector ETF.
By name
| Ticker | Rating actions, 12 mo | Targets reached | Replaced early | Short | Resolved | Ratings vs sector |
|---|---|---|---|---|---|---|
| AMZN | 4 | 0 (0%) | 11 | 0 | 11 | 1 of 1 |
| GOOGL | 5 | 3 (30%) | 7 | 0 | 10 | 1 of 1 |
| ORCL | 4 | 5 (50%) | 5 | 0 | 10 | 0 of 1 |
| GEV | 2 | 5 (62%) | 3 | 0 | 8 | 1 of 1 |
| V | 4 | 1 (14%) | 6 | 0 | 7 | 1 of 1 |
| IBKR | 5 | 1 (17%) | 5 | 0 | 6 | 1 of 1 |
| VST | 4 | 1 (17%) | 5 | 0 | 6 | 1 of 1 |
| MSFT | 3 | 2 (33%) | 4 | 0 | 6 | 0 of 1 |
| NRG | 2 | 4 (67%) | 2 | 0 | 6 | — |
| REGN | 2 | 2 (33%) | 4 | 0 | 6 | 0 of 1 |
| ZS | 2 | 5 (83%) | 1 | 0 | 6 | 0 of 1 |
| PANW | 4 | 3 (60%) | 2 | 0 | 5 | 0 of 1 |
| MRK | 3 | 2 (40%) | 3 | 0 | 5 | — |
| FTNT | 2 | 2 (40%) | 3 | 0 | 5 | — |
| CEG | 1 | 3 (60%) | 2 | 0 | 5 | 1 of 1 |
| RUN | 0 | 3 (60%) | 2 | 0 | 5 | — |
| AMGN | 4 | 1 (25%) | 3 | 0 | 4 | 1 of 1 |
| ENPH | 4 | 4 (100%) | 0 | 0 | 4 | — |
| SHOP | 3 | 2 (50%) | 2 | 0 | 4 | 0 of 1 |
| SEDG | 2 | 3 (75%) | 1 | 0 | 4 | 0 of 1 |
| ABBV | 1 | 2 (50%) | 2 | 0 | 4 | 1 of 1 |
| FSLR | 1 | 2 (50%) | 2 | 0 | 4 | 0 of 1 |
| GILD | 0 | 2 (50%) | 2 | 0 | 4 | 1 of 1 |
| MS | 3 | 1 (33%) | 2 | 0 | 3 | 1 of 1 |
| VRTX | 0 | 0 (0%) | 2 | 1 | 3 | 1 of 1 |
| GS | 7 | 0 (0%) | 2 | 0 | 2 | — |
| BKR | 2 | 2 (100%) | 0 | 0 | 2 | 0 of 1 |
| LLY | 2 | 2 (100%) | 0 | 0 | 2 | — |
| NXT | 2 | 2 (100%) | 0 | 0 | 2 | — |
| COST | 1 | 0 (0%) | 1 | 1 | 2 | 0 of 1 |
| LNG | 1 | 2 (100%) | 0 | 0 | 2 | 0 of 1 |
| MA | 1 | 2 (100%) | 0 | 0 | 2 | 0 of 1 |
| WMT | 1 | 2 (100%) | 0 | 0 | 2 | 1 of 1 |
| SLB | 3 | 1 (100%) | 0 | 0 | 1 | — |
| AVGO | 2 | 0 (0%) | 1 | 0 | 1 | — |
| DKNG | 2 | 0 (0%) | 1 | 0 | 1 | — |
| NFLX | 2 | 0 (0%) | 1 | 0 | 1 | 0 of 1 |
| SCHW | 2 | 0 (0%) | 1 | 0 | 1 | — |
| AMD | 1 | 1 (100%) | 0 | 0 | 1 | — |
| AR | 1 | 1 (100%) | 0 | 0 | 1 | — |
| COP | 1 | 1 (100%) | 0 | 0 | 1 | — |
| HAL | 1 | 1 (100%) | 0 | 0 | 1 | — |
| KMI | 1 | 1 (100%) | 0 | 0 | 1 | 0 of 1 |
| NOV | 1 | 1 (100%) | 0 | 0 | 1 | — |
| OXY | 1 | 1 (100%) | 0 | 0 | 1 | — |
| PFE | 1 | 1 (100%) | 0 | 0 | 1 | — |
| UBER | 1 | 0 (0%) | 1 | 0 | 1 | 0 of 1 |
| CRWD | 5 | — | — | — | 0 | 1 of 1 |
| CVX | 1 | — | — | — | 0 | — |
| EQT | 1 | — | — | — | 0 | — |
| FTI | 1 | — | — | — | 0 | — |
| ISRG | 1 | — | — | — | 0 | — |
| META | 1 | — | — | — | 0 | — |
| NVDA | 1 | — | — | — | 0 | — |
| SYK | 1 | — | — | — | 0 | — |
Per-name counts are small; no percentage on one name is a measure of skill.
Latest calls
| Date | Ticker | Rating | Action | Price at call | Target | Target status | Move in the 30 days before |
|---|---|---|---|---|---|---|---|
| 2026-10-28 | ENPH | Market Perform | maintained | $24.99 | $25 | within 5% of price when set | -19.1% |
| 2026-10-28 | V | Outperform | maintained | $400.60 | $438 | running to 2027-10-28 | +8.9% |
| 2026-10-22 | KMI | Outperform | maintained | $33.72 | $37 | running to 2027-10-22 | +7.8% |
| 2026-10-22 | META | Market Perform | maintained | $648.85 | $685 | running to 2027-10-22 | -11.9% |
| 2026-10-21 | ENPH | Market Perform | maintained | $31.99 | $28 | reached 2026-10-28 | -8.0% |
| 2026-10-21 | NXT | Outperform | maintained | $81.77 | $114 | running to 2027-10-21 | -1.7% |
| 2026-10-21 | SEDG | Underperform | maintained | $33.19 | $28 | running to 2027-10-21 | -6.8% |
| 2026-10-20 | MSFT | Outperform | maintained | $531.87 | $600 | running to 2027-10-20 | +7.7% |
| 2026-10-20 | GOOGL | Outperform | maintained | $340.28 | $480 | running to 2027-10-20 | -2.6% |
| 2026-10-19 | GS | Market Perform | maintained | $875.78 | $950 | running to 2027-10-19 | -7.0% |
Other firms: Barclays · Wells Fargo · Morgan Stanley · UBS · Citigroup · RBC Capital · JPMorgan · Truist Securities · TD Cowen · Cantor Fitzgerald · Evercore ISI Group · Piper Sandler. All firms.
How calls are checked
Every call is checked on the firm's own terms. A price target is followed until its own deadline (12 months unless the firm publishes a different horizon) and ends as reached (the stock closed at or beyond it while it stood), replaced (the same firm set a new target first) or short at deadline. A rating is compared with the stock's sector SPDR ETF on total return over the rating's life, because most big-firm ratings are relative: Overweight means "beat its peers", not "go up". Hold-type ratings are tracked, not graded. A firm is numbered only with 30+ resolved targets, and a letter prints only for a firm's whole record where an exact test separates it from a coin flip. None of this is a verdict on anyone's skill, and one day is never a grade. The full method →
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