Oppenheimer — sell-side record
Oppenheimer made 105 rating actions across 37 covered names in the last 12 months, 92% of them Buy-type and 2% Sell-type. Of its 174 price targets that resolved, 56 (32%) were reached while they stood, 117 were replaced by Oppenheimer before their deadline and 1 fell short at it. 18 of its 32 Buy- and Sell-type ratings that ran a full horizon agreed with how the stock did against its sector.
47 covered names with a call from Oppenheimer in the last two years, checked through 2026-10-29. Rebuilt every morning.
What its Holds say: Oppenheimer's 2 Hold-type ratings in the last 12 months carried a median price target +9% from the price on the day; 0% sat below the price. Of its Holds that ran a full horizon, 1 of 6 stayed within 5 points of the sector ETF.
By name
| Ticker | Rating actions, 12 mo | Targets reached | Replaced early | Short | Resolved | Ratings vs sector |
|---|---|---|---|---|---|---|
| USB | 8 | 0 (0%) | 14 | 0 | 14 | 0 of 1 |
| BAC | 4 | 2 (17%) | 10 | 0 | 12 | 1 of 1 |
| PNC | 7 | 0 (0%) | 9 | 0 | 9 | 1 of 1 |
| AMZN | 4 | 4 (44%) | 5 | 0 | 9 | 1 of 1 |
| NVDA | 4 | 0 (0%) | 8 | 0 | 8 | 1 of 1 |
| PANW | 5 | 2 (33%) | 4 | 0 | 6 | 0 of 1 |
| AVGO | 3 | 5 (83%) | 1 | 0 | 6 | 1 of 1 |
| UNH | 3 | 2 (33%) | 4 | 0 | 6 | 0 of 1 |
| WMT | 3 | 2 (33%) | 4 | 0 | 6 | 1 of 1 |
| SHOP | 1 | 2 (33%) | 4 | 0 | 6 | 1 of 1 |
| NFLX | 6 | 0 (0%) | 5 | 0 | 5 | 0 of 1 |
| MSFT | 5 | 0 (0%) | 5 | 0 | 5 | 0 of 1 |
| NET | 3 | 3 (60%) | 2 | 0 | 5 | 0 of 1 |
| V | 2 | 1 (20%) | 4 | 0 | 5 | 1 of 1 |
| ZS | 2 | 3 (60%) | 2 | 0 | 5 | 0 of 1 |
| LRCX | 1 | 3 (60%) | 2 | 0 | 5 | 1 of 1 |
| CME | 0 | 2 (40%) | 3 | 0 | 5 | 1 of 1 |
| ENPH | 4 | 1 (25%) | 3 | 0 | 4 | 0 of 1 |
| BSX | 3 | 0 (0%) | 4 | 0 | 4 | 0 of 1 |
| COST | 3 | 1 (25%) | 3 | 0 | 4 | 0 of 1 |
| FLUT | 2 | 1 (25%) | 3 | 0 | 4 | 0 of 1 |
| REGN | 1 | 0 (0%) | 4 | 0 | 4 | 0 of 1 |
| ROK | 1 | 2 (50%) | 2 | 0 | 4 | 1 of 1 |
| GILD | 0 | 2 (50%) | 2 | 0 | 4 | 1 of 1 |
| GOOGL | 0 | 2 (50%) | 2 | 0 | 4 | 1 of 1 |
| ORCL | 4 | 2 (100%) | 0 | 0 | 2 | — |
| GEV | 3 | 2 (100%) | 0 | 0 | 2 | — |
| SPCX | 3 | 1 (50%) | 1 | 0 | 2 | — |
| ABT | 2 | 1 (50%) | 1 | 0 | 2 | — |
| VRTX | 2 | 0 (0%) | 1 | 1 | 2 | — |
| GS | 1 | 1 (50%) | 1 | 0 | 2 | — |
| RUN | 1 | 1 (50%) | 1 | 0 | 2 | 1 of 1 |
| SYM | 0 | 2 (100%) | 0 | 0 | 2 | 1 of 1 |
| TLN | 0 | 2 (100%) | 0 | 0 | 2 | 1 of 1 |
| AMGN | 2 | 0 (0%) | 1 | 0 | 1 | — |
| HD | 2 | 0 (0%) | 1 | 0 | 1 | — |
| PLTR | 2 | 1 (100%) | 0 | 0 | 1 | — |
| DKNG | 1 | 0 (0%) | 1 | 0 | 1 | 0 of 1 |
| AAPL | 0 | 1 (100%) | 0 | 0 | 1 | — |
| JPM | 0 | 1 (100%) | 0 | 0 | 1 | — |
| MA | 0 | 1 (100%) | 0 | 0 | 1 | 0 of 1 |
| KLAC | 3 | — | — | — | 0 | 1 of 1 |
| CRWD | 2 | — | — | — | 0 | 1 of 1 |
| ISRG | 1 | — | — | — | 0 | — |
| MS | 1 | — | — | — | 0 | — |
| ASTS | 0 | — | — | — | 0 | — |
| FSLR | 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 |
|---|---|---|---|---|---|---|---|
| 2026-10-29 | MSFT | Outperform | reiterated | $528.80 | $625 | running to 2027-10-29 | +3.9% |
| 2026-10-29 | PLTR | Outperform | reiterated | $193.34 | $235 | running to 2027-10-29 | +3.4% |
| 2026-10-29 | ORCL | Outperform | reiterated | $138.21 | $275 | running to 2027-10-29 | +0.3% |
| 2026-10-28 | ENPH | Outperform → Perform | downgrade | $24.99 | — | no target | -19.1% |
| 2026-10-28 | V | Outperform | maintained | $400.60 | $440 | running to 2027-10-28 | +8.9% |
| 2026-10-26 | MSFT | Outperform | maintained | $532.60 | $625 | running to 2027-10-26 | +3.2% |
| 2026-10-23 | AMGN | Outperform | maintained | $439.26 | $480 | running to 2027-10-23 | +8.2% |
| 2026-10-23 | SHOP | Outperform | maintained | $168.68 | $205 | running to 2027-10-23 | +18.5% |
| 2026-10-21 | NFLX | Outperform | maintained | $65.04 | $80 | running to 2027-10-21 | -11.3% |
| 2026-10-16 | USB | Outperform | maintained | $58.73 | $73 | running to 2027-10-16 | -1.7% |
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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