Scorecard › Firms › Oppenheimer

Oppenheimer — sell-side track record

Oppenheimer made 90 rating changes across 33 covered names in the last 12 months. 46% of its 88 scored calls were right at 30 days; the names it called averaged +5.1% in the 90 days after a call, and had already run +2.2% in the 30 days before it.

Across 33 covered names, last 12 months, graded through 2026-09-14. Rebuilt every morning.

Grade
D
Accuracy at 30d
45.5% 40/88
Rating changes
90
Price targets hit (90d)
21.5% of 65
Avg move, 30d after
+0.4%
Avg move, 90d after
+5.1%
Avg run before a call
+2.2%
Best call
CRWD Outperform · 2026-02-24 · +91.7% at 90d
Worst call
ENPH Outperform · 2026-02-04 · -30.3% at 90d

Names covered

ABTAMGNAMZNAVGOBACBSXCOSTCRWDDKNGENPHFLUTGEVGSHDISRGKLACLRCXMSMSFTNFLXNVDAORCLPLTRPNCREGNROKRUNSHOPUNHUSBVVRTXWMT

By name

TickerCallsScoredRightAccuracy
PNC88562.5%
USB88562.5%
BAC66466.7%
NFLX55240.0%
AMZN44250.0%
AVGO330
COST331
CRWD332
ENPH332
FLUT330
GEV331
KLAC332
NVDA431
ORCL330
UNH331
WMT332
ABT221
BSX221
DKNG221
LRCX221
MSFT221
ROK222
VRTX220
AMGN111
GS110
HD210
ISRG110
MS110
PLTR111
REGN111
RUN110
SHOP110
V110

Latest calls

DateTickerChangeActionGraded asPrice at callRun before+30d+90dHit
2026-08-27 NVDA Outperform → Outperform maintained Bullish $227.98 +15.7% pending
2026-08-12 ISRG Perform → Outperform upgrade Bullish $401.27 -1.4% -8.0%
2026-08-05 AMGN Outperform → Outperform maintained Bullish $407.83 +11.3% +7.2%
2026-08-04 WMT Outperform → Perform downgrade Bearish · cut to Perform $111.55 -0.3% -2.8%
2026-07-29 ENPH Outperform → Outperform maintained Bullish $35.07 -27.4% +6.2%
2026-07-27 BSX Outperform → Outperform maintained Bullish $45.51 +2.9% +5.8%
2026-07-23 GEV Outperform → Outperform maintained Bullish $1031.19 -0.4% -8.6%
2026-07-22 MSFT Outperform → Outperform reiterated Bullish $390.34 +6.3% +23.8%
2026-07-17 USB Outperform → Outperform maintained Bullish $63.14 +9.0% +2.7%
2026-07-17 NFLX Outperform → Outperform maintained Bullish $68.95 -10.4% +10.2%

Other firms: Barclays · Wells Fargo · Morgan Stanley · Citigroup · UBS · JPMorgan · RBC Capital · Truist Securities · TD Cowen · Evercore ISI Group · Cantor Fitzgerald · Bank of America. Full leaderboard.

How the grading works

Every sell-side rating change from the last 365 days is priced the day it lands and checked again 30, 60 and 90 days later. A call is a hit when the stock moved in the called direction at 30 days. Buy- and Sell-side ratings call their own direction. A Hold is read, not waved through: a downgrade to Hold is graded as a bearish call and an upgrade to Hold as a bullish one, and a maintained Hold whose price target sits 10%+ above the price leans bullish (10%+ below, leans bearish) and is graded that way. A Hold with a target close to the price is a true Hold and is not graded at all. Every call with a price target also gets a target check 90 days later: hit (reached it or within 5%), close (covered at least half the distance) or missed. A firm's accuracy on a single name prints only after 4 scored calls, and a firm gets its own page only after 10 scored calls across every covered name — below that a percentage is noise. "Run before the call" is the stock's move over the 30 calendar days before the rating landed. Data: Yahoo Finance rating history and daily closes, rebuilt each morning. Nothing on this page is advice.

Get the 7 AM brief

The AM take, today's docket and the Street's calls — one email, weekdays, before the open.