Scorecard › Firms › Rothschild & Co

Rothschild & Co — sell-side track record

Rothschild & Co made 13 rating changes across 11 covered names in the last 12 months. 64% of its 11 scored calls were right at 30 days; the names it called averaged -0.7% in the 90 days after a call, and had already run +16.7% in the 30 days before it.

Across 11 covered names, last 12 months, graded through 2026-09-14. Rebuilt every morning.

Grade
B
Accuracy at 30d
63.6% 7/11
Rating changes
13
Price targets hit (90d)
10.0% of 10
Avg move, 30d after
+0.9%
Avg move, 90d after
-0.7%
Avg run before a call
+16.7%
Best call
ORCL Sell · 2025-09-25 · -32.2% at 90d
Worst call
MSFT Buy · 2025-10-22 · -12.7% at 90d

Names covered

AAPLAMZNCMEGEVHALMRNAMSFTORCLSHOPSLBSYK

By name

TickerCallsScoredRightAccuracy
GEV222
MSFT221
AMZN110
CME110
HAL111
ORCL111
SHOP110
SLB111
SYK111
AAPL100
MRNA100

Latest calls

DateTickerChangeActionGraded asPrice at callRun before+30d+90dHit
2026-09-03 MRNA Neutral → Sell downgrade Bearish $148.87 +161.2% pending
2026-08-17 AAPL Neutral → Buy upgrade Bullish $305.59 -8.4% pending
2026-07-21 SHOP Buy → Neutral downgrade Bearish · cut to Neutral $123.03 +13.0% +19.6%
2026-06-11 CME Neutral → Buy upgrade Bullish $262.18 -8.2% -6.5% +4.8%
2026-03-09 GEV Sell → Buy upgrade Bullish $830.10 +6.5% +12.8% +12.5%
2025-11-18 MSFT Buy → Neutral downgrade Bearish · cut to Neutral $493.79 -3.9% -2.0% -19.6%
2025-11-18 AMZN Buy → Neutral downgrade Bearish · cut to Neutral $222.55 +4.5% +1.9% -9.6%
2025-11-03 SLB Buy initiated Bullish $37.02 +8.1% +1.4% +29.8%
2025-11-03 HAL Buy initiated Bullish $27.18 +11.8% +0.8% +20.8%
2025-10-22 MSFT Buy → Buy maintained Bullish $520.54 +1.2% -9.3% -12.7%

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.