Rothschild & Co — sell-side record
Rothschild & Co made 12 rating actions across 12 covered names in the last 12 months, 58% of them Buy-type and 8% Sell-type. Of its 9 price targets that resolved, 6 (67%) were reached while they stood, 2 were replaced by Rothschild & Co before their deadline and 1 fell short at it. 1 of its 1 Buy- and Sell-type ratings that ran a full horizon agreed with how the stock did against its sector.
14 covered names with a call from Rothschild & Co in the last two years, checked through 2026-10-29. Rebuilt every morning.
What its Holds say: Rothschild & Co's 4 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, 0 of 1 stayed within 5 points of the sector ETF.
By name
| Ticker | Rating actions, 12 mo | Targets reached | Replaced early | Short | Resolved | Ratings vs sector |
|---|---|---|---|---|---|---|
| GEV | 1 | 1 (50%) | 1 | 0 | 2 | — |
| AMZN | 1 | 1 (100%) | 0 | 0 | 1 | — |
| HAL | 1 | 1 (100%) | 0 | 0 | 1 | — |
| MSFT | 1 | 0 (0%) | 1 | 0 | 1 | — |
| SHOP | 1 | 1 (100%) | 0 | 0 | 1 | — |
| SLB | 1 | 1 (100%) | 0 | 0 | 1 | — |
| ORCL | 0 | 1 (100%) | 0 | 0 | 1 | 1 of 1 |
| SYK | 0 | 0 (0%) | 0 | 1 | 1 | — |
| AAPL | 1 | — | — | — | 0 | — |
| ABT | 1 | — | — | — | 0 | — |
| CME | 1 | — | — | — | 0 | — |
| FLUT | 1 | — | — | — | 0 | — |
| META | 1 | — | — | — | 0 | — |
| MRNA | 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 |
|---|---|---|---|---|---|---|---|
| 2026-10-02 | ABT | Neutral → Buy | upgrade | $97.50 | $127 | running to 2027-10-02 | -11.7% |
| 2026-09-21 | FLUT | Buy → Neutral | downgrade | $86.86 | $119 | running to 2027-09-21 | -15.3% |
| 2026-09-03 | MRNA | Neutral → Sell | downgrade | $148.87 | $81 | running to 2027-09-03 | +161.2% |
| 2026-08-17 | AAPL | Neutral → Buy | upgrade | $305.59 | $400 | running to 2027-08-17 | -8.4% |
| 2026-07-21 | META | Buy | maintained | $643.81 | $1000 | running to 2027-07-21 | +11.5% |
| 2026-07-21 | SHOP | Buy → Neutral | downgrade | $123.03 | $130 | reached 2026-07-28 | +13.0% |
| 2026-06-11 | CME | Neutral → Buy | upgrade | $262.18 | $323 | running to 2027-06-11 | -8.2% |
| 2026-03-09 | GEV | Sell → Buy | upgrade | $830.10 | $1100 | reached 2026-04-22 | +6.5% |
| 2025-11-18 | MSFT | Buy → Neutral | downgrade | $493.79 | $500 | within 5% of price when set | — |
| 2025-11-18 | AMZN | Buy → Neutral | downgrade | $222.55 | $250 | reached 2026-04-17 | — |
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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