Jefferies — sell-side record
Jefferies made 135 rating actions across 72 covered names in the last 12 months, 73% of them Buy-type and 2% Sell-type. Of its 194 price targets that resolved, 89 (46%) were reached while they stood, 94 were replaced by Jefferies before their deadline and 11 fell short at it. 24 of its 43 Buy- and Sell-type ratings that ran a full horizon agreed with how the stock did against its sector.
85 covered names with a call from Jefferies in the last two years, checked through 2026-10-29. Rebuilt every morning.
What its Holds say: Jefferies's 34 Hold-type ratings in the last 12 months carried a median price target +6% from the price on the day; 26% sat below the price. Of its Holds that ran a full horizon, 1 of 9 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 | 4 | 3 (25%) | 9 | 0 | 12 | — |
| GEV | 4 | 5 (50%) | 5 | 0 | 10 | — |
| ENPH | 5 | 3 (38%) | 5 | 0 | 8 | — |
| PANW | 4 | 3 (38%) | 5 | 0 | 8 | 0 of 1 |
| ORCL | 3 | 1 (12%) | 7 | 0 | 8 | 0 of 1 |
| RUN | 2 | 3 (38%) | 5 | 0 | 8 | — |
| EQT | 3 | 1 (20%) | 4 | 0 | 5 | 1 of 1 |
| FSLR | 2 | 2 (40%) | 3 | 0 | 5 | — |
| KMI | 6 | 2 (50%) | 2 | 0 | 4 | — |
| BA | 3 | 1 (25%) | 3 | 0 | 4 | 1 of 1 |
| GOOGL | 3 | 3 (75%) | 1 | 0 | 4 | 1 of 1 |
| SHOP | 3 | 3 (75%) | 1 | 0 | 4 | — |
| MSFT | 1 | 0 (0%) | 3 | 1 | 4 | 0 of 1 |
| NRG | 1 | 3 (75%) | 1 | 0 | 4 | 1 of 1 |
| SEDG | 1 | 2 (50%) | 2 | 0 | 4 | 0 of 1 |
| SLB | 1 | 1 (25%) | 3 | 0 | 4 | 0 of 1 |
| MA | 0 | 0 (0%) | 3 | 1 | 4 | 0 of 1 |
| AMAT | 3 | 3 (100%) | 0 | 0 | 3 | 1 of 1 |
| BKR | 3 | 2 (67%) | 1 | 0 | 3 | 1 of 1 |
| NVDA | 3 | 0 (0%) | 3 | 0 | 3 | 0 of 1 |
| NXT | 3 | 3 (100%) | 0 | 0 | 3 | 1 of 1 |
| AMD | 2 | 2 (67%) | 1 | 0 | 3 | 1 of 1 |
| EXE | 2 | 0 (0%) | 3 | 0 | 3 | 0 of 1 |
| LRCX | 2 | 3 (100%) | 0 | 0 | 3 | 1 of 1 |
| ROK | 2 | 2 (67%) | 1 | 0 | 3 | 1 of 1 |
| UNH | 2 | 1 (33%) | 2 | 0 | 3 | 0 of 1 |
| AMZN | 1 | 1 (33%) | 2 | 0 | 3 | 1 of 1 |
| NET | 1 | 3 (100%) | 0 | 0 | 3 | — |
| ZS | 1 | 2 (67%) | 1 | 0 | 3 | 0 of 1 |
| DKNG | 0 | 0 (0%) | 2 | 1 | 3 | 0 of 1 |
| WMT | 0 | 1 (33%) | 2 | 0 | 3 | 1 of 1 |
| CRWD | 4 | 1 (50%) | 1 | 0 | 2 | 1 of 1 |
| HOOD | 3 | 1 (50%) | 1 | 0 | 2 | — |
| AR | 2 | 0 (0%) | 2 | 0 | 2 | 0 of 1 |
| CZR | 2 | 1 (50%) | 1 | 0 | 2 | — |
| DIS | 2 | 0 (0%) | 2 | 0 | 2 | 0 of 1 |
| XOM | 2 | 2 (100%) | 0 | 0 | 2 | — |
| AMGN | 1 | 1 (50%) | 0 | 1 | 2 | 1 of 1 |
| FTNT | 1 | 2 (100%) | 0 | 0 | 2 | — |
| MGM | 1 | 1 (50%) | 0 | 1 | 2 | 1 of 1 |
| VST | 1 | 0 (0%) | 2 | 0 | 2 | — |
| ABT | 0 | 0 (0%) | 1 | 1 | 2 | 0 of 1 |
| CEG | 0 | 2 (100%) | 0 | 0 | 2 | — |
| PLTR | 0 | 0 (0%) | 1 | 1 | 2 | 0 of 1 |
| V | 0 | 1 (50%) | 0 | 1 | 2 | 1 of 1 |
| BAC | 2 | 0 (0%) | 1 | 0 | 1 | — |
| BSX | 2 | 0 (0%) | 1 | 0 | 1 | — |
| HD | 2 | 0 (0%) | 1 | 0 | 1 | — |
| JPM | 2 | 1 (100%) | 0 | 0 | 1 | — |
| TSLA | 2 | 1 (100%) | 0 | 0 | 1 | — |
| USB | 2 | 1 (100%) | 0 | 0 | 1 | — |
| CVX | 1 | 1 (100%) | 0 | 0 | 1 | — |
| EOG | 1 | 1 (100%) | 0 | 0 | 1 | 0 of 1 |
| FTI | 1 | 1 (100%) | 0 | 0 | 1 | 1 of 1 |
| GS | 1 | 1 (100%) | 0 | 0 | 1 | — |
| HAL | 1 | 0 (0%) | 0 | 1 | 1 | 1 of 1 |
| IBKR | 1 | 1 (100%) | 0 | 0 | 1 | — |
| LLY | 1 | 1 (100%) | 0 | 0 | 1 | — |
| LNG | 1 | 1 (100%) | 0 | 0 | 1 | 0 of 1 |
| PNC | 1 | 1 (100%) | 0 | 0 | 1 | — |
| REGN | 1 | 1 (100%) | 0 | 0 | 1 | 1 of 1 |
| SCHW | 1 | 1 (100%) | 0 | 0 | 1 | 1 of 1 |
| TLN | 1 | 1 (100%) | 0 | 0 | 1 | 1 of 1 |
| VRTX | 1 | 0 (0%) | 0 | 1 | 1 | 0 of 1 |
| COST | 0 | 0 (0%) | 0 | 1 | 1 | 0 of 1 |
| FITB | 0 | 1 (100%) | 0 | 0 | 1 | 1 of 1 |
| KEY | 0 | 1 (100%) | 0 | 0 | 1 | — |
| MS | 0 | 1 (100%) | 0 | 0 | 1 | 1 of 1 |
| PENN | 0 | 1 (100%) | 0 | 0 | 1 | — |
| KLAC | 5 | — | — | — | 0 | — |
| INTC | 2 | — | — | — | 0 | — |
| AVGO | 1 | — | — | — | 0 | 1 of 1 |
| BWXT | 1 | — | — | — | 0 | — |
| COP | 1 | — | — | — | 0 | — |
| GILD | 1 | — | — | — | 0 | — |
| LEU | 1 | — | — | — | 0 | — |
| META | 1 | — | — | — | 0 | — |
| MRNA | 1 | — | — | — | 0 | — |
| NFLX | 1 | — | — | — | 0 | — |
| QBTS | 1 | — | — | — | 0 | — |
| RGTI | 1 | — | — | — | 0 | — |
| TFC | 1 | — | — | — | 0 | — |
| UBER | 1 | — | — | — | 0 | — |
| WFC | 1 | — | — | — | 0 | — |
| ASML | 0 | — | — | — | 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 | BA | Buy | maintained | $167.14 | $230 | running to 2027-10-28 | -9.4% |
| 2026-10-22 | KMI | Hold | maintained | $33.72 | $37 | running to 2027-10-22 | +7.8% |
| 2026-10-21 | HAL | Buy | maintained | $33.99 | $48 | running to 2027-10-21 | +1.8% |
| 2026-10-15 | MSFT | Buy | maintained | $539.44 | $650 | running to 2027-10-15 | +8.5% |
| 2026-10-12 | TSLA | Hold | maintained | $378.03 | $400 | reached 2026-10-27 | +3.5% |
| 2026-10-07 | ZS | Buy | maintained | $213.55 | $250 | reached 2026-10-23 | +25.8% |
| 2026-10-07 | COP | Buy | maintained | $129.84 | $174 | running to 2027-10-07 | -3.3% |
| 2026-10-02 | EXE | Buy | maintained | $85.52 | $136 | running to 2027-10-02 | -13.9% |
| 2026-10-02 | AR | Buy | maintained | $34.08 | $56 | running to 2027-10-02 | -13.9% |
| 2026-10-01 | REGN | Buy | maintained | $734.81 | $930 | running to 2027-10-01 | -10.8% |
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 →
Get the daily brief
Our take, the S&P 500 Pulse, the Street's calls and today's docket — one email, weekdays, 9 AM ET, 30 minutes before the open.