Stephens & Co. — sell-side record
Stephens & Co. made 30 rating actions across 14 covered names in the last 12 months, 73% of them Buy-type and 0% Sell-type. Of its 43 price targets that resolved, 18 (42%) were reached while they stood, 24 were replaced by Stephens & Co. before their deadline and 1 fell short at it. 4 of its 10 Buy- and Sell-type ratings that ran a full horizon agreed with how the stock did against its sector.
16 covered names with a call from Stephens & Co. in the last two years, checked through 2026-10-29. Rebuilt every morning.
What its Holds say: Stephens & Co.'s 8 Hold-type ratings in the last 12 months carried a median price target +9% from the price on the day; 12% sat below the price. Of its Holds that ran a full horizon, 0 of 5 stayed within 5 points of the sector ETF.
By name
| Ticker | Rating actions, 12 mo | Targets reached | Replaced early | Short | Resolved | Ratings vs sector |
|---|---|---|---|---|---|---|
| EQT | 7 | 1 (12%) | 7 | 0 | 8 | 0 of 1 |
| ZS | 5 | 2 (33%) | 4 | 0 | 6 | 0 of 1 |
| ORCL | 3 | 2 (50%) | 2 | 0 | 4 | — |
| EXE | 2 | 1 (25%) | 3 | 0 | 4 | 0 of 1 |
| OXY | 2 | 1 (25%) | 3 | 0 | 4 | 0 of 1 |
| TFC | 2 | 1 (25%) | 3 | 0 | 4 | 1 of 1 |
| PANW | 1 | 3 (100%) | 0 | 0 | 3 | — |
| EOG | 1 | 1 (50%) | 1 | 0 | 2 | — |
| FITB | 1 | 1 (50%) | 1 | 0 | 2 | 1 of 1 |
| FTNT | 1 | 2 (100%) | 0 | 0 | 2 | — |
| ROK | 0 | 2 (100%) | 0 | 0 | 2 | 1 of 1 |
| KEY | 1 | 1 (100%) | 0 | 0 | 1 | 1 of 1 |
| UNH | 0 | 0 (0%) | 0 | 1 | 1 | 0 of 1 |
| CRWD | 2 | — | — | — | 0 | 0 of 1 |
| PNC | 1 | — | — | — | 0 | — |
| USB | 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 |
|---|---|---|---|---|---|---|---|
| 2026-10-27 | EQT | Overweight | maintained | $56.27 | $75 | running to 2027-10-27 | +10.8% |
| 2026-10-21 | FITB | Equal-Weight | maintained | $52.81 | $59 | running to 2027-10-21 | -0.9% |
| 2026-10-20 | TFC | Overweight | maintained | $47.33 | $54 | running to 2027-10-20 | -2.5% |
| 2026-10-19 | OXY | Overweight | maintained | $62.72 | $80 | running to 2027-10-19 | +6.6% |
| 2026-10-07 | ZS | Overweight | maintained | $213.55 | $265 | running to 2027-10-07 | +25.8% |
| 2026-09-18 | CRWD | Overweight | maintained | $237.65 | $280 | running to 2027-09-18 | +17.9% |
| 2026-09-17 | EQT | Overweight | reiterated | $50.35 | $71 | replaced 2026-10-27, new $75 | -5.2% |
| 2026-09-15 | KEY | Overweight | reiterated | $21.70 | $26 | running to 2027-09-15 | -6.9% |
| 2026-09-11 | ORCL | Equal-Weight | reiterated | $150.28 | $175 | running to 2027-09-11 | -2.0% |
| 2026-09-04 | ZS | Overweight | maintained | $169.80 | $225 | replaced 2026-10-07, new $265 | +5.0% |
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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