Evercore ISI Group — sell-side record
Evercore ISI Group made 202 rating actions across 64 covered names in the last 12 months, 77% of them Buy-type and 0% Sell-type. Of its 253 price targets that resolved, 89 (35%) were reached while they stood, 161 were replaced by Evercore ISI Group before their deadline and 3 fell short at it. 26 of its 41 Buy- and Sell-type ratings that ran a full horizon agreed with how the stock did against its sector.
70 covered names with a call from Evercore ISI Group in the last two years, checked through 2026-10-29. Rebuilt every morning.
What its Holds say: Evercore ISI Group's 42 Hold-type ratings in the last 12 months carried a median price target +6% from the price on the day; 17% sat below the price. Of its Holds that ran a full horizon, 2 of 12 stayed within 5 points of the sector ETF.
By name
| Ticker | Rating actions, 12 mo | Targets reached | Replaced early | Short | Resolved | Ratings vs sector |
|---|---|---|---|---|---|---|
| AAPL | 7 | 0 (0%) | 11 | 0 | 11 | 0 of 1 |
| BAC | 7 | 2 (18%) | 9 | 0 | 11 | 1 of 1 |
| AMD | 6 | 6 (54%) | 5 | 0 | 11 | 1 of 1 |
| USB | 7 | 4 (44%) | 5 | 0 | 9 | — |
| MSFT | 6 | 1 (11%) | 8 | 0 | 9 | 0 of 1 |
| ABT | 5 | 0 (0%) | 9 | 0 | 9 | 0 of 1 |
| WMT | 6 | 1 (14%) | 6 | 0 | 7 | 1 of 1 |
| SYK | 4 | 2 (29%) | 5 | 0 | 7 | 1 of 1 |
| WFC | 4 | 2 (29%) | 5 | 0 | 7 | 1 of 1 |
| NVDA | 3 | 0 (0%) | 7 | 0 | 7 | 1 of 1 |
| ORCL | 2 | 4 (57%) | 3 | 0 | 7 | 0 of 1 |
| TER | 6 | 5 (83%) | 1 | 0 | 6 | 1 of 1 |
| TFC | 6 | 1 (17%) | 5 | 0 | 6 | — |
| BSX | 5 | 0 (0%) | 6 | 0 | 6 | 0 of 1 |
| MS | 5 | 3 (50%) | 3 | 0 | 6 | 1 of 1 |
| BKR | 2 | 2 (33%) | 4 | 0 | 6 | 1 of 1 |
| FITB | 7 | 2 (40%) | 3 | 0 | 5 | — |
| GOOGL | 4 | 2 (40%) | 3 | 0 | 5 | 1 of 1 |
| AMZN | 3 | 0 (0%) | 5 | 0 | 5 | 1 of 1 |
| AMAT | 2 | 2 (40%) | 3 | 0 | 5 | 1 of 1 |
| AVGO | 2 | 3 (60%) | 2 | 0 | 5 | 1 of 1 |
| ABBV | 4 | 2 (50%) | 2 | 0 | 4 | 1 of 1 |
| JPM | 4 | 1 (25%) | 3 | 0 | 4 | 1 of 1 |
| KEY | 4 | 1 (25%) | 3 | 0 | 4 | 1 of 1 |
| LRCX | 4 | 2 (50%) | 2 | 0 | 4 | 1 of 1 |
| PNC | 4 | 1 (25%) | 3 | 0 | 4 | 1 of 1 |
| SLB | 4 | 1 (25%) | 3 | 0 | 4 | — |
| PANW | 3 | 1 (25%) | 3 | 0 | 4 | 0 of 1 |
| ZS | 3 | 3 (75%) | 1 | 0 | 4 | — |
| MRNA | 2 | 2 (50%) | 2 | 0 | 4 | — |
| COST | 1 | 1 (25%) | 3 | 0 | 4 | 0 of 1 |
| GS | 4 | 2 (67%) | 1 | 0 | 3 | 1 of 1 |
| META | 4 | 0 (0%) | 3 | 0 | 3 | — |
| FSLR | 3 | 1 (33%) | 2 | 0 | 3 | — |
| HAL | 3 | 1 (33%) | 1 | 1 | 3 | — |
| MDT | 3 | 0 (0%) | 3 | 0 | 3 | 0 of 1 |
| FTI | 2 | 2 (67%) | 1 | 0 | 3 | 1 of 1 |
| DIS | 1 | 0 (0%) | 3 | 0 | 3 | 0 of 1 |
| LEU | 1 | 3 (100%) | 0 | 0 | 3 | 1 of 1 |
| SHOP | 1 | 3 (100%) | 0 | 0 | 3 | 0 of 1 |
| UBER | 0 | 0 (0%) | 2 | 1 | 3 | 0 of 1 |
| CRWD | 6 | 2 (100%) | 0 | 0 | 2 | — |
| ISRG | 5 | 2 (100%) | 0 | 0 | 2 | — |
| FTNT | 3 | 1 (50%) | 1 | 0 | 2 | — |
| NFLX | 3 | 0 (0%) | 2 | 0 | 2 | 1 of 1 |
| SCHW | 3 | 0 (0%) | 2 | 0 | 2 | — |
| SPCX | 3 | 0 (0%) | 2 | 0 | 2 | — |
| ENPH | 2 | 2 (100%) | 0 | 0 | 2 | — |
| GEV | 2 | 2 (100%) | 0 | 0 | 2 | 1 of 1 |
| OXY | 2 | 0 (0%) | 2 | 0 | 2 | — |
| MA | 1 | 2 (100%) | 0 | 0 | 2 | — |
| NOV | 1 | 1 (50%) | 1 | 0 | 2 | — |
| VRTX | 1 | 2 (100%) | 0 | 0 | 2 | 1 of 1 |
| TSLA | 0 | 2 (100%) | 0 | 0 | 2 | — |
| V | 3 | 0 (0%) | 1 | 0 | 1 | — |
| QBTS | 2 | 0 (0%) | 1 | 0 | 1 | — |
| ROK | 2 | 1 (100%) | 0 | 0 | 1 | — |
| NRG | 1 | 1 (100%) | 0 | 0 | 1 | 1 of 1 |
| COP | 0 | 1 (100%) | 0 | 0 | 1 | 0 of 1 |
| EOG | 0 | 1 (100%) | 0 | 0 | 1 | 0 of 1 |
| TLN | 0 | 0 (0%) | 0 | 1 | 1 | 0 of 1 |
| EQT | 1 | — | — | — | 0 | — |
| HD | 1 | — | — | — | 0 | 0 of 1 |
| HOOD | 1 | — | — | — | 0 | — |
| IBKR | 1 | — | — | — | 0 | — |
| INTC | 1 | — | — | — | 0 | — |
| KLAC | 1 | — | — | — | 0 | — |
| REGN | 1 | — | — | — | 0 | — |
| VST | 1 | — | — | — | 0 | — |
| CEG | 0 | — | — | — | 0 | 1 of 1 |
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 | SCHW | In-Line | maintained | $88.76 | $98 | running to 2027-10-28 | -9.7% |
| 2026-10-28 | V | In-Line | maintained | $400.60 | $405 | within 5% of price when set | +8.9% |
| 2026-10-22 | META | Outperform | maintained | $648.85 | $870 | running to 2027-10-22 | -11.9% |
| 2026-10-21 | FITB | In-Line → Outperform | upgrade | $52.81 | $60 | running to 2027-10-21 | -0.9% |
| 2026-10-21 | ISRG | In-Line | maintained | $428.12 | $385 | running to 2027-10-21 | +6.6% |
| 2026-10-21 | SPCX | Outperform | maintained | $159.31 | $300 | running to 2027-10-21 | +4.9% |
| 2026-10-21 | NFLX | Outperform | maintained | $65.04 | $90 | running to 2027-10-21 | -11.3% |
| 2026-10-20 | LRCX | Outperform | maintained | $263.45 | $315 | running to 2027-10-20 | -8.6% |
| 2026-10-20 | WMT | Outperform | maintained | $117.85 | $130 | running to 2027-10-20 | +10.4% |
| 2026-10-19 | PNC | Outperform | maintained | $216.21 | $260 | running to 2027-10-19 | -7.3% |
Other firms: Barclays · Wells Fargo · Morgan Stanley · UBS · Citigroup · RBC Capital · JPMorgan · Truist Securities · TD Cowen · Cantor Fitzgerald · Piper Sandler · Needham. 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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