| Date | Firm | Analyst | Rating | Target | Thesis |
|---|---|---|---|---|---|
| 2026-10-01 | Citi | — | Hold | $3,028 | Raised 12M ETH target to $3,028 (from $2,240) — Oct 1 revision cited improved institutional demand and Glamsterdam Q4 mainnet proximity as catalysts for re-rating. Hold rating maintained; 12M implied upside of 11.6% vs BTC's 30.9% at the revised Citi targets — ETH's 55.7% 3M rally has absorbed more near-term upside relative to BTC. Oct 6: ETH $2,713.52 (-0.19%); Glamsterdam Sepolia testnet lock executed today on schedule; Q4 mainnet delivery is the next re-rating gate. StanChart $7,500 and Fundstrat $8,000 12M bull targets remain the upside range. |
| 2026-06-17 | JPMorgan | — | Hold | — | L2 siphoning of mainnet fee revenue ongoing; staking yield trends monitoring continues; Glamsterdam Q4 2026 mainnet is now the key thesis-change trigger (delayed from Q3; testnet fork Aug 20); no new calls since June 17. Aug 19: ETH +1.77% to $1,931.76, crossed TP1 ($1,916.76); Q4 mainnet delay marginally negative vs prior Q3 thesis but testnet fork Aug 20 confirms development is on track. |
| 2026-03-15 | Standard Chartered | Geoff Kendrick | Buy | $7,500 | Glamsterdam Plataberget testnet fork Aug 20 (tomorrow); mainnet now tracking Q4 2026 (slight delay from Q3 — network-readiness criterion). $7,500 12M target intact — delay does not change thesis. Aug 19: ETH +1.77% to $1,931.76 — crossed updated TP1 ($1,916.76), Near TP1; FOMC minutes risk-on catalyst; zone floor $1,853.27 = better entry than current Near TP1; TP2 $1,952.84; $7,500 = 288% upside from $1,931; below EMA200 — EMA200 reclaim + Q4 mainnet delivery are the two primary re-rating gates. Aug 26: ETH $2,455 (-0.17%), Near TP1 (658% above zone); Glamsterdam testnet fork completed Aug 20 on schedule; Q4 mainnet confirmed; $7,500 target = 205% upside from $2,455; stale_levels flagged (price_outside_zone); Hold/Normal/3 maintained; no new StanChart calls found. Sep 2: ETH $2,398.74 (-1.81%) — underperforming BTC as ETH/BTC ratio drifts lower (ETH dominance 11.17%); Glamsterdam Q4 mainnet timeline intact, no new delay flags; $7,500 target = 213% upside from $2,399; Warsh hawkish (57.5% Sep hike odds) caps near-term crypto upside; no new StanChart calls found in full refresh. Sep 9: ETH $2,501 (+1.71%) — recovering toward TP2 ($2,514) after yesterday's TP2 breach; ETH/BTC ratio stabilizing (ETH dominance 11.22%); Glamsterdam Q4 mainnet timeline intact, no new delay flags; $7,500 target = 199% upside from $2,501; no new StanChart calls found in full refresh. Sep 18: ETH +3.9% to $2,552 — crossed updated TP1 ($2,507.65) upward on FOMC day 2 rally; Glamsterdam Q4 mainnet timeline intact, no delay flags; ETH/BTC ratio stable; $7,500 target = 194% upside from $2,552; no new StanChart calls found. Oct 5: ETH $2,721 (+0.90%); Glamsterdam Sepolia testnet lock is Oct 6 (tomorrow) — the primary near-term re-rating binary. No new calls identified vs Sep 28 refresh; all prior ratings carry forward. |
| 2026-01-15 | Galaxy Digital | — | Buy | $6,000 | ETH/BTC at historic discount — mean reversion thesis intact; institutional staking demand growing; DeFi TVL up YoY; Glamsterdam upgrade provides Q3 2026 catalyst for re-rating; $6,000 target maintained |
| 2026-01-10 | Fundstrat | Tom Lee | Buy | $8,000 | Glamsterdam is the largest ETH upgrade since the Merge; whale accumulation confirmed at June lows (large holder counts turning higher); historic three red quarters marks extreme sentiment trough; near-term weakness cyclical; $8,000 target intact |
| Date | Price | 1M | 12M |
|---|---|---|---|
| 2026-10-20 | $2,406 | Hold | — |
| 2026-10-19 | $2,408 | Hold | — |
| 2026-10-16 | $2,440 | Hold | — |
| 2026-10-15 | $2,420 | Hold | — |
| 2026-10-14 | $2,497 | Hold | — |
| 2026-10-13 | $2,446 | Hold | — |
| 2026-10-12 | $2,535 | Hold | — |
| Date | Firm | Analyst | Rating | Target | Thesis |
|---|---|---|---|---|---|
| 2026-10-01 | Cantor Fitzgerald | C.J. Muse | Buy | $350 | Reiterated Overweight $350 (unchanged) on Oct 1 — AI demand growth across a broadening customer base, NVIDIA rising share of overall IT capex with each new system generation, and Agentic AI adoption across verticals. $350 = 51.8% upside from $230.58. Oct 8 full refresh: NVDA $234.87 (-1.09%), verdict mechanically reverts Hold/3 (price 54% above freshly-computed zone); $350 = 49.0% upside from $234.87. No new calls found in full refresh. |
| 2026-09-04 | Citi | — | Buy | $315 | Raised PT to $315 (from $300) Sep 4 — Blackwell demand cycle durability confirmed post-Q2. Oct 8 full refresh: $315 = 34.1% upside from $234.87. No new calls found in full refresh. |
| 2026-09-04 | UBS | Timothy Arcuri | Buy | $300 | Raised PT to $300 (from $280) Sep 4 — Blackwell ramp execution confirmed. Oct 8 full refresh: $300 = 27.7% upside from $234.87. No new calls found in full refresh. |
| 2026-08-27 | Bernstein | — | Buy | $400 | Raised PT to $400 (from $315) post-Q2 FY2027 earnings — new street high. Revenue $96.2B (+106% YoY), beat $92.2B consensus by 4.5%; EPS $2.22 vs $2.10; Data Center $89.02B (+117%); Q3 guided $108B. Oct 8 full refresh: $400 = 70.3% upside from $234.87. No new calls found in full refresh; Bernstein remains street high. |
| 2026-05-22 | JPMorgan | Harlan Sur | Buy | $280 | PT $280; Overweight maintained; Blackwell demand intact; H200 China limitation a near-term constraint. Oct 8 full refresh: $280 = 19.2% upside from $234.87; verdict mechanically reverts Hold/3 on zone extension — no negative catalyst, stance reset only. Q3 FY2027 earnings Nov 25 (consensus $108B). No new calls found in full refresh. |
| Date | Price | 1M | 12M |
|---|---|---|---|
| 2026-10-20 | $217.09 | Hold | — |
| 2026-10-19 | $214.13 | Hold | — |
| 2026-10-16 | $217.23 | Hold | — |
| 2026-10-15 | $221.3 | Hold | — |
| 2026-10-14 | $228.52 | Hold | — |
| 2026-10-13 | $226.32 | Hold | — |
| 2026-10-12 | $229.28 | Hold | — |
| Date | Firm | Analyst | Rating | Target | Thesis |
|---|---|---|---|---|---|
| 2026-09-05 | Goldman Sachs | Mikhail Sprogis | Buy | $5,200 | Raised 12M PT to $5,200 (from $4,900) on confirmed CB demand run-rate ~750t/yr; geopolitical premium (Hormuz) adds near-term floor; FOMC Sep hike risk modest headwind but structural dollar-weakness thesis on hike-cycle end intact. Current $4,476 = 16.2% upside to $5,200. Sep 18: GOLD -0.16% to $4,393 — held buy zone ($4,349–$4,413) for second session; verdict mechanically upgraded Hold→Buy/7; post-FOMC dollar softening (softer dot-plot) reinforces buy zone hold; CB demand 750t/yr run-rate structural floor intact; $5,200 = 18.4% upside from $4,393; no new calls found. Oct 5: GOLD $4,166.70 (+0.11%), 1M -8.2%, below stop ($4,225.75) and buy zone ($4,301-$4,358). No new calls vs Sep 28; GS Sprogis $5,200 and BofA Blanch $5,500 structural CB-demand theses intact for 12M; near-term downside attributable to rising real yields and FOMC hike odds. |
| 2026-08-15 | JPMorgan | — | Buy | $4,800 | FOMC uncertainty and Hormuz risk-off bid drives safe-haven allocation; $4,800 12M on CB demand 700-800t/yr pace. |
| 2026-08-10 | Citi | Max Layton | Buy | $5,000 | Dollar-weakness tailwind from eventual hike-cycle end trade; CB demand (especially EM CBs) structural; $5,000 12M. |
| 2026-08-01 | World Gold Council | — | Buy | $4,900 | Central scenario $4,900 on sustained CB demand and retail Asian buying; downside $4,200 if hike cycle extends past Dec 2026; upside $6,000 on escalation beyond Hormuz. |
| 2026-07-20 | Bank of America | Francisco Blanch | Buy | $5,500 | Street-high $5,500 12M on gold-as-reserve-diversification thesis; EM CB buying structurally underpriced in current consensus. |
| Date | Price | 1M | 12M |
|---|---|---|---|
| 2026-10-20 | $4,160 | Sell | — |
| 2026-10-19 | $4,181 | Sell | — |
| 2026-10-16 | $4,170 | Sell | — |
| 2026-10-15 | $4,108 | Sell | — |
| 2026-10-14 | $4,177 | Sell | — |
| 2026-10-13 | $4,191 | Sell | — |
| 2026-10-12 | $4,216 | Sell | — |
| Date | Firm | Analyst | Rating | Target | Thesis |
|---|---|---|---|---|---|
| 2026-07-08 | UBS | Giovanni Staunovo | Hold | $1,900 | Downgraded from Buy $2,200 to Hold July 8 — platinum has 'lost some appeal' in 2026; flagged risk of 2026 surplus as investment demand recovery softer than expected; EV-transition autocatalyst headwind more persistent than prior thesis assumed; $1,900 Hold target. Aug 19: PL=F +2.99% to $1,778 on FOMC minutes USD weakness and gold-sympathy bid; $1,900 Hold = 6.9% upside from $1,778; UBS still sees surplus risk if investment demand disappoints; below EMA200 constraint persists. |
| 2026-06-02 | Metals Focus | — | Hold | $1,670 | 2026 avg forecast $1,670; EV-transition autocatalyst share shift caps near-term re-rating; China strategic reclassification Aug 4 positive but below Metals Focus 2026 avg $1,670 reversion risk if investment demand disappoints. Aug 19: PL=F +2.99% to $1,778 on FOMC USD weakness; $1,778 is 6.5% above Metals Focus 2026 avg $1,670 — mean reversion caution warranted; Hold verdict appropriate; above buy zone on gold-sympathy bid. |
| 2026-06-01 | TD Securities | — | Buy | $2,000 | WPIC 5th consecutive structural deficit year (297K-oz for 2026) confirmed; WPIC forecasts structural deficit averaging 331K oz/yr through 2030; SA mine supply constraints intact; Chinese domestic platinum investment bar demand emerging; China strategic-mineral reclassification Aug 4 doubles fuel-cell EV target to 100K units. Aug 19: PL=F +2.99% to $1,778 — FOMC minutes USD weakness (dollar 2-month low) and gold-sympathy bid (+3.32%); above buy zone ($1,691.97–$1,737.37); Hold (conviction 3) sustained; below EMA200; $2,000 12M target = 12.5% upside from $1,778; zone re-entry ($1,692) gives R:R ~4.5:1 to TP1 ($2,047). No new analyst calls Aug 19. Aug 26: PL=F $1,862.80 (+0.55%) tracking the precious metals bid alongside gold. Above buy zone (318% zone depth). $2,000 TD/MKS target = 7.4% upside; $2,300 RBC target = 23.5% upside; UBS $1,900 Hold target only 2% above current = consensus ceiling in Hold camp. No new calls found today. Hold/Accumulate/3 maintained. Sep 2: Platinum $1,774 (+0.71%), marginally above buy zone ceiling ($1,771.22) — broad precious metals bid (gold +1.7%, silver +1.9%) carries platinum alongside it; WPIC 5th structural deficit intact (297K oz/yr), China fuel-cell EV reclassification policy floor unchanged; $2,000 TD/MKS target = 12.7% upside from $1,774; $2,300 RBC street high = 29.7% upside; UBS $1,900 Hold = 7.1% upside (the bear ceiling in Hold camp); no new calls found in full refresh. Sep 9: Platinum $1,924 (+4.10%) — largest single-day gain in months, driven by broadest precious metals bid in weeks (gold +1.6%, silver +2.7%); no new platinum-specific catalyst identified (sympathy/momentum-driven); WPIC 5th deficit intact (297K oz/yr); $2,000 TD/MKS target = 4.0% upside from $1,924 — consensus ceiling near; $2,300 RBC street high = 19.5% upside; UBS $1,900 Hold target now BELOW current price (bear ceiling breached); Metals Focus $1,670 2026 avg = 13.2% below current; big-move protocol active (3 confirmed closes needed before level reassessment); no new calls found in full refresh. Sep 18: Platinum +0.72% to $1,795.80 — Near TP1 at 116% zone depth; yesterday's zone exit upward holds; WPIC 5th structural deficit intact (297K oz/yr); $2,000 TD/MKS = 11.4% upside from $1,795.80; no new calls found. Oct 5: PLATINUM $1,725.80 (+2.53%), approaching buy zone (floor $1,731.99, gap -$6.19); Sell/7 unchanged. No new calls vs Sep 28; WPIC 5th structural deficit (297K oz/yr) and RBC $2,300 12M intact. |
| 2026-06-01 | MKS PAMP | — | Buy | $2,000 | Green hydrogen + fuel-cell EV demand thesis; China strategic reclassification Aug 4 = policy demand floor incremental positive; WPIC 5th deficit year (297K-oz 2026); Aug 5: PL=F -0.43% to $1,739.70, EMA50 reclaimed (settled $1,747.30); verdict Sell→Hold (conviction 3) supported; $2,000 12M target = 15% upside from $1,740; buy zone ($1,676–$1,725) 3.7% below current = 4.9:1 R:R to TP1 ($2,047). |
| 2026-03-15 | RBC | Christopher Louney | Buy | $2,300 | 5th structural deficit year; autocatalyst + jewellery demand mix intact; EV-driven autocatalyst share shift (Pd→Pt) = long-term structural support; China strategic reclassification Aug 4 incremental policy demand floor; Aug 5: PL=F settled $1,747.30 — EMA50 reclaimed; verdict Sell→Hold (conviction 3); $2,300 12M target = 32% upside from $1,740. |
| Date | Price | 1M | 12M |
|---|---|---|---|
| 2026-10-20 | $1,639 | Sell | — |
| 2026-10-19 | $1,623 | Sell | — |
| 2026-10-16 | $1,611 | Sell | — |
| 2026-10-15 | $1,601 | Sell | — |
| 2026-10-14 | $1,657 | Sell | — |
| 2026-10-13 | $1,679 | Sell | — |
| 2026-10-12 | $1,679 | Sell | — |
| Date | Firm | Analyst | Rating | Target | Thesis |
|---|---|---|---|---|---|
| 2026-08-15 | UBS | Giovanni Staunovo | Hold | $72 | Near-term RSI extension after 62% 12M run; Hold near-term $72 3M; longer-term structurally bullish above $80. |
| 2026-08-01 | JPMorgan | — | Buy | $81 | Industrial demand recovery + solar/EV electrification; $81 12M; current $66.75 = 21% upside; deficit structural. |
| 2026-06-15 | RBC | Christopher Louney | Buy | $80 | Mining capex shortfall constrains new supply; $80 12M; above-consensus industrial demand from green energy. |
| 2026-06-01 | Citi | Max Layton | Buy | $110 | Gold-silver ratio compression + EV battery and solar panel demand; 46M-oz annual structural deficit; street-high $110 12M. Sep 7 narrow check: thesis intact at $66.75 — no new calls found. Sep 18: SILVER +2.17% to $66.89 — exited buy zone upward to Near TP1 on Hormuz unwind + FOMC dollar-weakness industrial metals bid; verdict flips Sell/7→Hold/3; still below EMA50/EMA200 — falling-knife discipline maintained; $110 = 64.4% upside from $66.89; no new calls found. Oct 5: SILVER $61.49 (+2.52%), 1M -8.2%, near stop ($60.74), below buy zone ($62.94-$64.58). No new calls vs Sep 28; Citi $110/oz 12M supply-deficit thesis intact. |
| 2026-04-20 | Bank of America | Francisco Blanch | Buy | $86 | Structural supply deficit (46M oz/yr) + industrial demand (solar, EV); $86 12M; upside case $100 on Chinese solar acceleration. |
| Date | Price | 1M | 12M |
|---|---|---|---|
| 2026-10-20 | $56.97 | Sell | — |
| 2026-10-19 | $56.99 | Sell | — |
| 2026-10-16 | $56.84 | Sell | — |
| 2026-10-15 | $55.55 | Sell | — |
| 2026-10-14 | $59.16 | Sell | — |
| 2026-10-13 | $60.14 | Sell | — |
| 2026-10-12 | $60.67 | Sell | — |
| Date | Firm | Analyst | Rating | Target | Thesis |
|---|---|---|---|---|---|
| 2026-10-01 | Citi | — | Buy | $113,000 | Raised 12M target to $113K (from $82K), upgraded to Buy — Oct 1 revision cited resumption of spot ETF inflows ($5B forecast over 12M) and supportive macro backdrop as the dovish FOMC shift reduces the rate-headwind that underpinned the prior Hold at $82K. This upgrade removes the most bearish major-bank ceiling from consensus; range now $100K (StanChart, GS) to $150K (Bernstein) with Citi at the upper end at $113K. Oct 6: BTC $86,300 (-0.02%), F&G 73 (Greed), dominance 58.8%; $113K = 30.9% upside from current. |
| 2026-08-19 | Standard Chartered | Geoff Kendrick | Buy | $100,000 | Revised year-end 2026 target to $100K (cut from $150K on post-halving supply cycle reality — pace of ETF inflows in H2 2025 and post-halving miner behavior tracking below the $150K implied trajectory); $500K by 2030 cycle peak unchanged. Aug 19: BTC +1.12% to $64,984 — exited buy zone upward to Near TP1; FOMC minutes (9-3 hawkish vote, 31% September hike odds) with dollar at 2-month low drove risk-on rally; zone floor $63,848 = better entry than current Near TP1; F&G 46 (Fear); EMA200 ~$72K = structural bull gate; $100K year-end target implies 54% upside from $64,984. Aug 26: BTC $78,351 (-0.32%) — pullback from $81K cycle high; total crypto market cap -3.6% in 24h; BTC dominance rising to 59.2% (risk-off rotation within crypto); $100K target = 27.6% upside from $78,351; F&G 65 (Greed); Hold/Normal/3 maintained; no new StanChart calls found. Sep 2: BTC $77,002 (-1.25%) — Warsh hawkish overhang (57.5% Sep hike odds) and Hormuz risk-off bid weighing on crypto broadly; BTC dominance 59.0%, F&G 63 (Greed); $100K target = 29.9% upside from $77,002; FOMC Sep 16-17 is the binary resolution event; no new StanChart calls found in full refresh. Sep 9: BTC $79,166 (+1.54%) — partial recovery as total crypto market cap stabilized at $2.71T; BTC dominance edged to 58.49% as ETH/altcoins staged mild recovery; F&G 66 (Greed); $100K target = 26.3% upside from $79,166; FOMC Sep 16-17 at 57% hike odds unchanged — the binary resolution event; no new StanChart calls found in full refresh. Sep 18: BTC broke $80K (+4.6% to $80,014) on post-FOMC day 2 relief rally — FOMC dot-plot signaled one fewer 2026 hike vs June projection, resolving the binary dovishly; total crypto market cap +1.2% to $2.73T, BTC dominance 58.5%, F&G 56 (Greed); $100K target = 25.0% upside from $80,014; no new StanChart calls found. Oct 5: BTC $86,428 (+1.41%), F&G 70 (Greed), dominance 58.79%; still Extended above buy zone ($78,294-$79,601). No new calls identified vs Sep 28 refresh; all prior ratings carry forward. |
| 2026-08-19 | Bernstein | — | Buy | $150,000 | Trimmed 12M target to $150K (from $200K per initial post-halving thesis, revised to $160K in Feb, now $150K); corporate treasury adoption + ETF H2 inflow thesis intact; corrections don't signal bull market end; $150K = 131% upside from $64,984. Aug 19: BTC exited buy zone to Near TP1 ($64,984) on FOMC minutes risk-on; zone floor $63,848 = better entry than current price; F&G 46 (Fear) still constructive for patient buyers. |
| 2026-01-10 | CoinShares | — | Buy | $145,000 | Whale accumulation at multi-month lows confirmed; post-halving deficit thesis intact; near-term weakness attributed to macro headwinds + SpaceX IPO rotation, not structural deterioration; $4.51B ETF outflows are worst-ever monthly figure |
| 2026-01-08 | Goldman Sachs | — | Buy | $100,000 | BTC at $59,362 on July 1 testing the miner cost-of-production floor (~$60K) — contrarian accumulation signals historically appear at this threshold; MVRV reset complete; worst BTC ETF month since inception ($4.51B June outflows) attributed to macro + IPO rotation, not structural shift; bull case to $200K intact if macro turns |
| Date | Price | 1M | 12M |
|---|---|---|---|
| 2026-10-20 | $81,875 | Hold | — |
| 2026-10-19 | $82,020 | Hold | — |
| 2026-10-16 | $82,156 | Hold | — |
| 2026-10-15 | $81,604 | Buy | — |
| 2026-10-14 | $83,115 | Hold | — |
| 2026-10-13 | $81,795 | Hold | — |
| 2026-10-12 | $83,691 | Hold | — |
| Date | Firm | Analyst | Rating | Target | Thesis |
|---|---|---|---|---|---|
| 2026-10-01 | BofA Securities | — | Buy | $158 | Upgraded from Neutral to Buy, raised PT to $158 (from $145) — new management execution track record and improved earnings setup. Price continues to sell off post-upgrade with the stock below mechanical stop ($125.22). Oct 8 full refresh: $158 = 28.2% upside from $123.295. No new calls found in full refresh. |
| 2026-09-04 | RBC | — | Buy | $155 | Upgraded to Outperform from Sector Perform Sep 4, PT raised to $155 (from $135) — Q1 2026 revenue growth 32.3% GAAP, expected EPS acceleration into 2027 from divestiture-driven balance sheet improvements. Oct 8 full refresh: $155 = 25.7% upside from $123.295. No new calls found in full refresh. |
| 2026-08-25 | Needham | — | Buy | $170 | Raised PT to $170 (from $159) — new street high; Freesolve platform adoption + accelerating hospital uptake. Oct 8 full refresh: $170 = 37.9% upside from $123.295. CVC Capital Partners and GTCR in preliminary takeover exploration (per reports); Irenic Capital (2% activist stake) urging strategic alternatives. No new analyst calls found in Oct 8 full refresh. |
| 2026-08-11 | UBS | — | Buy | $158 | Raised PT to $158 (from $145) post-Q2 — OEM close + $800M debt paydown + $1B buyback underway. Oct 8 full refresh: $158 = 28.2% upside from $123.295. No new calls found in full refresh. |
| 2026-07-06 | Piper Sandler | — | Buy | $160 | Overweight, PT $160 — $2.03B divestiture catalysts de-risk capital allocation thesis; CEO Weidman margin-expansion track record. Oct 8 full refresh: $160 = 29.8% upside from $123.295. No new calls found in full refresh. |
| Date | Price | 1M | 12M |
|---|---|---|---|
| 2026-10-20 | $129.68 | Hold | — |
| 2026-10-19 | $130.43 | Buy | — |
| 2026-10-16 | $128.22 | Sell | — |
| 2026-10-15 | $123.29 | Sell | — |
| 2026-10-14 | $124.44 | Sell | — |
| 2026-10-13 | $125.7 | Sell | — |
| 2026-10-12 | $125.12 | Sell | — |
| Date | Firm | Analyst | Rating | Target | Thesis |
|---|---|---|---|---|---|
| 2026-09-11 | Wedbush | Dan Ives | Buy | $600 | Raised PT to $600 (from $500) Sep 11 — new street high; reaffirms Outperform citing Optimus Robot commercialization in 2026 and CyberCab autonomous AI platform as twin re-rating catalysts. $600 = 63.3% upside from $367.36 Sep 11. Most bullish major sell-side house on TSLA. Oct 5: TSLA $377.10 (+1.76%), verdict upgrades Sell/7 → Hold/3 as Q3 delivery-beat recovery continues above buy zone floor ($355.67); EMA50 and EMA200 remain as unreclaimed overhead resistance. No new analyst calls confirmed vs Sep 28; Wedbush $600 bull thesis, GS $250 bear intact. |
| 2026-09-04 | Morgan Stanley | — | Hold | $400 | Maintains Hold $400 post-Cybercab reveal — described the binary as 'meaningful unsupervised rollout = re-rate, underwhelm = muted'; event underdelivered vs. the high bar set by autonomous vehicles community. $400 = 13.2% upside from $353.35. |
| 2026-08-03 | Stifel | — | Buy | $491 | Maintained Buy, trimmed PT to $491 from $508 (Aug 3) — Q2 automotive margin miss treated as an execution speed bump; robotaxi commercial expansion and Model Y refresh H2 2026 catalysts intact. $491 = 39.0% upside from $353.35 Sep 4. |
| 2026-07-24 | JPMorgan | Rajat Gupta | Hold | $420 | Trimmed PT to $420 from $475 post-Q2 — awaiting evidence the margin miss is a one-quarter anomaly, not a structural trend. Sep 4: TSLA -6.12% to $353.35 in buy zone; $420 = 18.9% upside from $353.35. |
| 2026-07-24 | Goldman Sachs | — | Hold | $250 | Hold $250 maintained — awaiting robotaxi commercial proof before re-rating; $353.35 Sep 4 is 41.3% above GS target. Most bearish major-bank view on TSLA. |
| Date | Price | 1M | 12M |
|---|---|---|---|
| 2026-10-20 | $368.06 | Hold | — |
| 2026-10-19 | $354.72 | Sell | — |
| 2026-10-16 | $362.44 | Hold | — |
| 2026-10-15 | $367.16 | Hold | — |
| 2026-10-14 | $375.23 | Hold | — |
| 2026-10-13 | $378.03 | Hold | — |
| 2026-10-12 | $382.7 | Hold | — |
| Date | Firm | Analyst | Rating | Target | Thesis |
|---|---|---|---|---|---|
| 2026-09-04 | Citi | Max Layton | Sell | $6.8 | Downgrade trigger at $6.80 ceiling (current $6.68 approaching); SELL above $6.80 — geopolitical premium will unwind on Hormuz de-escalation; structural fair value $5.80-$6.10. |
| 2026-09-02 | Goldman Sachs | Greg Shearer | Buy | $7 | Raised 12M PT to $7.00/lb (from $6.05) on China grid/EV demand acceleration and Hormuz freight cost disruption; current $6.68 = 4.8% upside; near-term risk: Hormuz normalization unwinds geopolitical premium. Sep 18: COPPER +1.11% to $6.66 — crossed TP1 ($6.65); Citi SELL trigger at $6.80 now 2.1% away; stale_levels price_outside_zone active (3 confirms remaining); $7.00 = 5.1% upside from $6.66; no new calls found. Oct 5: COPPER $6.615 (+1.89%), crossed TP1 ($6.60) upward; Citi $6.80/lb sell trigger now $0.19 away. No new calls vs Sep 28; consensus range GS $7.00/lb bull vs Citi $5.80/lb structural bear. |
| 2026-08-20 | JPMorgan | Natasha Kaneva | Buy | $6.5 | Supply tightness + BRI infrastructure demand; $6.50 3M; mean-reversion risk above $6.80 given price already above most demand-side models. |
| 2026-08-15 | UBS | Giovanni Staunovo | Hold | $6.4 | Neutral — current price above structural fair value; Hold, not adding above $6.50; supply resilient despite demand constructive. |
| 2026-07-01 | RBC | Christopher Louney | Buy | $7.2 | Copper supercycle intact, deficit market through 2028 on green energy demand; $7.20 12M (street high); maintain Buy. |
| Date | Price | 1M | 12M |
|---|---|---|---|
| 2026-10-20 | $6.538 | Hold | — |
| 2026-10-19 | $6.531 | Hold | — |
| 2026-10-16 | $6.511 | Hold | — |
| 2026-10-15 | $6.611 | Buy | — |
| 2026-10-14 | $6.678 | Hold | — |
| 2026-10-13 | $6.699 | Hold | — |
| 2026-10-12 | $6.642 | Hold | — |
| Date | Firm | Analyst | Rating | Target | Thesis |
|---|---|---|---|---|---|
| 2026-08-25 | EIA | — | Hold | — | August 2026 STEO (Aug 12 release): cut full-year 2026 Henry Hub avg 6%+ to $3.44/MMBtu (from $3.67 in July). Q3 2026 avg $2.87/MMBtu (unchanged). Q4 2026 avg CUT to $3.14/MMBtu (from $3.57 — a material 12% downward revision to the previously bullish H2 turn thesis). EIA now sees Henry Hub below $3.00/MMBtu until November. Drivers of revision: Freeport LNG maintenance reducing feedgas demand; record Lower 48 dry gas production ~110.6+ bcfd; total storage 3,411 Bcf = +2.6% above seasonal norm (injection-season progress tracking above average). The H2 2026 bull inflection has been pushed meaningfully later than bulls anticipated. Sep 8 narrow check: NATGAS $2.916 (-1.98%); Sep STEO (Sep 9 release date) not yet published — Aug STEO Q4 $3.14/MMBtu ceiling still the operative consensus; AI data-center power demand demand narrative intact but near-term storage surplus unchanged; no new EIA calls found today. Hold/Accumulate/3 maintained — above buy zone. Sep 18: NATGAS +0.69% to $2.921 — Near TP1 at 135% zone depth; Sep STEO (due Sep 9) not yet available in cache; Aug STEO Q4 $3.14/MMBtu ceiling operative; AI data-center power demand and LNG export momentum intact; no new EIA calls found. |
| 2026-07-08 | Wood Mackenzie | — | Hold | — | 'Decade of Cheap Henry Hub Gas Coming to End' (July 8 report) — LNG export capacity ramp and AI data-center power demand are ending the sub-$3 era; structural long-term bull thesis with prices approaching $5/MMBtu by 2035; near-term injection-season and high-storage dynamic still suppresses near-term prices |
| 2026-03-15 | Bank of America | Francisco Blanch | Buy | — | $4.00/MMBtu for 2026; LNG export near-record utilisation + AI data center power demand tightening US H2 balance; seasonal injection season is near-term suppressor; H2 inflection expected as storage normalises |
| 2026-02-15 | Fitch Ratings | — | Buy | — | $4.10/MMBtu 2026 forecast; structural upside as US LNG export capacity ramps and domestic power demand grows from AI data centers; supply growth in Haynesville limits downside but demand growth pace is the key upside driver |
| 2026-01-15 | Goldman Sachs | — | Buy | — | Raised 2026 Henry Hub forecast to $4.15/MMBtu citing cold winter tightening storage + LNG export growth from Plaquemines LNG and Corpus Christi Stage 3; most constructive sell-side house on natgas; AI data-center power demand is the structural H2 driver Oct 5: NATGAS $3.035 (flat), above buy zone; 12M -11.8%. No new calls vs Sep 28; EIA STEO Q4 $3.14/MMBtu operative ceiling; AI data-center demand and LNG export ramp intact as structural 12M thesis. |
| Date | Price | 1M | 12M |
|---|---|---|---|
| 2026-10-20 | $3.058 | Hold | — |
| 2026-10-19 | $3.116 | Hold | — |
| 2026-10-16 | $3.236 | Hold | — |
| 2026-10-15 | $3.198 | Hold | — |
| 2026-10-14 | $3.283 | Hold | — |
| 2026-10-13 | $3.167 | Hold | — |
| 2026-10-12 | $3.22 | Hold | — |
| Date | Firm | Analyst | Rating | Target | Thesis |
|---|---|---|---|---|---|
| 2026-09-06 | IEA | — | Hold | — | Hormuz transit volumes down to ~60% of normal per latest tracking; OPEC spare capacity ~2.5M bpd available; neutral on price — geopolitical resolution or OPEC response will determine Q4 trajectory. |
| 2026-09-05 | Goldman Sachs | — | Hold | $85 | Hormuz disruption scenario: raised near-term to $85 (from $67); geopolitical premium justified while transit volumes suppressed; de-escalation = rapid unwind to $67-$70 structural fair value; 3M $67 unchanged. Sep 18: OIL -3.95% to $97.88 — largest single-session decline since Hormuz disruption began; transit volumes reportedly 80-85% of normal; $85/1M = 13.2% below current — gap narrowing but not closed; Hormuz normalization unwind in progress; no new calls found. Oct 5: WTI $89.59 (-1.67%), entered buy zone ($88.13-$91.21), Buy/8 conviction triggered. No new calls vs Sep 28; JPMorgan Kaneva $90 1M and Citi Layton $88 1M define near-term ceiling; GS $67-70 structural floor. |
| 2026-09-04 | JPMorgan | Natasha Kaneva | Hold | $90 | Hormuz disruption floor near-term; Iran deal risk reprices to $65 rapidly; $90 1M, $72 3M; demand softening caps upside above $95. |
| 2026-09-03 | Citi | Max Layton | Sell | $88 | Geopolitical premium near-term justified at $88-$92; SELL on any resolution headline; structural $62 12M on demand softening and OPEC spare capacity deployment; $91+ unsustainable absent full Hormuz closure. |
| 2026-08-20 | Bank of America | Francisco Blanch | Hold | $80 | Partial Hormuz normalization expected by Q4; $80 3M; $60 12M structural bear; demand-side headwinds (EV penetration, China slowdown) cap medium-term upside. |
| Date | Price | 1M | 12M |
|---|---|---|---|
| 2026-10-20 | $103.66 | Buy | — |
| 2026-10-19 | $101.41 | Buy | — |
| 2026-10-16 | $97.97 | Hold | — |
| 2026-10-15 | $95.09 | Hold | — |
| 2026-10-14 | $94.14 | Hold | — |
| 2026-10-13 | $93.74 | Hold | — |
| 2026-10-12 | $91.85 | Hold | — |
| Date | Firm | Analyst | Rating | Target | Thesis |
|---|---|---|---|---|---|
| 2026-04-01 | Bank of America (ACWI) | — | Buy | — | Geopolitical stabilization could trigger significant non-US equity catchup trade. Aug 18: Jackson Hole Aug 27-29 = next macro signal; geopolitical risk elevated on Iran deal expiry. |
| 2026-03-15 | JPMorgan (VT) | — | Buy | — | International stocks at historic discount to US; rotation potential on tariff resolution. Aug 18: DXY ~99 softness continues to support non-US equity returns in USD terms; trade-truce backdrop intact. |
| 2026-03-01 | Goldman Sachs (ACWI) | — | Hold | — | Risk/reward less compelling ex-US; USD strength headwind persists. Aug 18: Dollar neutral-to-soft; geopolitical premium partially restored (Iran deal collapsed) but no sustained USD strength catalyst. |
| 2026-02-01 | BlackRock (ACWI) | — | Buy | — | Global diversification advantage as US equity concentration risk rises. Aug 18: HLAL -1.33% to $72.41; large-cap growth tilt faces NVDA Aug 26 earnings binary; global diversification of non-US holdings provides partial hedge. Oct 5: HLAL $75.873 (+0.36%), 12M +27.03%. No new calls vs Sep 28; global halal equity benchmark tracking S&P with international premium. |
| 2026-01-15 | Vanguard (VT) | — | Hold | — | Neutral global weight; emerging market underperformance partly offsets DM gains. Aug 18: Normal DCA pace reflects broadly constructive but elevated-multiple environment. |
| Date | Price | 1M | 12M |
|---|---|---|---|
| 2026-06-09 | $70.94 | Sell | Hold |
| 2026-06-08 | $70.53 | Sell | Hold |
| 2026-06-03 | $73.6 | Sell | Hold |
| 2026-06-02 | $73.14 | Sell | Hold |
| 2026-06-01 | $72.7 | Sell | Hold |
| 2026-05-31 | $72.7 | Sell | Hold |
| 2026-05-29 | $72.7 | Sell | Hold |
| Date | Firm | Analyst | Rating | Target | Thesis |
|---|---|---|---|---|---|
| 2026-04-10 | CIBC Capital | — | Hold | — | Niagara and GTA portfolio well-positioned but elevated regional concentration risk. Aug 18: Niagara RE data current (Aug 11 refresh); GTA supply tightening offsets price softness for origination thesis. |
| 2026-04-01 | Royal LePage | — | Buy | — | Halal mortgage origination volume growing; GTA price stabilization supports NAV. Aug 18: MNZL -0.25% to $60.86; BoC September cut = primary catalyst; GTA July TRREB: 5,995 sales (-0.9% YoY), avg price $1,003,956 (-4.5% YoY), new listings -17.8% YoY confirms supply tightening supporting origination recovery. Oct 5: MNZL $61.47 (-0.10%); consolidating below Oct 2 surge high ($64.99); catalyst for +6.62% move unconfirmed. No new calls vs Sep 28. |
| 2026-03-15 | RBC Capital | — | Hold | — | Canadian housing recovery partly priced in; watch CMHC stress test and immigration policy. Aug 18: GTA avg price $1,003,956 (-4.5% YoY) reflects affordability caution; origination thesis depends on BoC cut timing. |
| 2026-03-01 | BMO Capital | — | Hold | — | Rate plateau removes key tailwind; income yield still attractive for halal income investors. Aug 18: BoC September cut would shift this to tailwind; Normal DCA pace appropriate at plateau. |
| 2026-02-15 | Re/Max Canada | — | Buy | — | Islamic mortgage demand rising as GTA affordability gradually improves. Aug 18: supply tightening (new listings -17.8% YoY per TRREB July) creates the scarcity backdrop for Islamic mortgage origination growth; BoC September cut = timing catalyst. |
| Date | Price | 1M | 12M |
|---|---|---|---|
| 2026-06-09 | $59.32 | Hold | Hold |
| 2026-06-08 | $58.91 | Hold | Hold |
| 2026-06-03 | $60.73 | Hold | Hold |
| 2026-06-02 | $60.68 | Hold | Hold |
| 2026-06-01 | $60.29 | Hold | Hold |
| 2026-05-31 | $60.29 | Hold | Hold |
| 2026-05-29 | $59.85 | Hold | Hold |
| Date | Firm | Analyst | Rating | Target | Thesis |
|---|---|---|---|---|---|
| 2026-04-10 | TD Securities (VNQ) | — | Buy | — | Canadian pension funds reallocating to REITs on rate stabilization; tailwind building. Aug 18: BoC easing cycle adds to constructive REIT backdrop for SPRE's global REIT holdings. |
| 2026-04-01 | Goldman Sachs (VNQ) | — | Hold | — | REITs rate-sensitive; Fed at 3.5%-3.75% limits near-term price appreciation. Aug 18: further cuts needed for sustained price appreciation above current levels; Ease DCA pace appropriate. |
| 2026-03-15 | JPMorgan (VNQ) | — | Buy | — | REIT sector undervalued vs history; first Fed cut will be a strong catalyst. Aug 18: SPRE -0.23% to $21.55 — defensive outperformance vs equity sleeves; September cut fully priced (3.50-3.75%); Jackson Hole Aug 27-29 = next rate-path confirmation. Oct 5: SPRE $18.68 (+0.05%), 12M -4.11%. No new calls vs Sep 28; REIT sector under duration pressure. |
| 2026-02-15 | Morgan Stanley (VNQ) | — | Hold | — | Watching rate trajectory; Fed/BoC cuts would meaningfully close valuation gap. Aug 18: Jackson Hole Aug 27-29 = key signal on pace of additional cuts beyond September. |
| 2026-02-01 | CBRE | — | Buy | — | Sharia REIT screen focuses on industrial/logistics; highest quality sub-sectors. Aug 18: Ease DCA pace reflects mature rate-cut easing cycle; industrial/logistics demand structurally intact. |
| Date | Price | 1M | 12M |
|---|---|---|---|
| 2026-06-09 | $20.73 | Hold | Hold |
| 2026-06-08 | $20.95 | Hold | Hold |
| 2026-06-03 | $20.78 | Hold | Buy |
| 2026-06-02 | $20.63 | Hold | Buy |
| 2026-06-01 | $21.17 | Buy | Buy |
| 2026-05-31 | $21.17 | Buy | Buy |
| 2026-05-29 | $21.17 | Buy | Buy |
| Date | Firm | Analyst | Rating | Target | Thesis |
|---|---|---|---|---|---|
| 2026-04-01 | Goldman Sachs (AGG) | — | Hold | — | Bonds offer portfolio ballast; sukuk structure avoids riba = pure halal income. Aug 18: Jackson Hole (Aug 27-29) = next duration signal for sukuk; easing cycle builds modest price tailwind. |
| 2026-03-15 | JPMorgan (BND) | — | Hold | — | Neutral on duration; yield curve dynamics uncertain at 3.5%-3.75%. Aug 18: September cut priced — incremental duration positive for SPSK; Jackson Hole Aug 27-29 = pace-of-cuts signal. |
| 2026-03-01 | Deutsche Bank (BND) | — | Hold | — | Duration neutral; Fed at 3.5%-3.75% limits near-term price appreciation. Aug 18: rate plateau constrains upside but income yield attractive for halal income investors in easing transition. |
| 2026-02-15 | Citi (AGG) | — | Hold | — | Fixed income defensive amid equity volatility. Aug 18: SPSK performed defensively today (-0.20% vs SPTE -2.28%) — portfolio ballast role confirmed in risk-off sessions. |
| 2026-02-01 | HSBC Amanah | — | Buy | — | GCC sukuk issuance at record; high credit quality sovereign issuers dominate. Aug 18: SPSK -0.20% to $17.90 — defensive outperformance vs equity sleeves in risk-off session; GCC issuance pipeline intact; Accumulate DCA pace. Oct 5: SPSK $17.375 (+0.03%), 12M -6.08%. No new calls vs Sep 28; sukuk under duration headwind. |
| Date | Price | 1M | 12M |
|---|---|---|---|
| 2026-06-09 | $17.93 | Hold | Hold |
| 2026-06-08 | $17.97 | Hold | Hold |
| 2026-06-03 | $18.04 | Hold | Hold |
| 2026-06-02 | $18.02 | Hold | Hold |
| 2026-06-01 | $18.04 | Hold | Hold |
| 2026-05-31 | $18.04 | Hold | Hold |
| 2026-05-29 | $18.04 | Hold | Hold |
| Date | Firm | Analyst | Rating | Target | Thesis |
|---|---|---|---|---|---|
| 2026-04-15 | Bank of America (VGT) | — | Buy | — | Post-tariff-truce re-rating in tech supports high-beta halal names. Aug 18: halal tech remains one of the highest-performing sleeves YTD (+48% 12M) despite today's pullback; Accumulate DCA pace reflects structural conviction. |
| 2026-04-10 | Wedbush (FTEC) | — | Buy | — | Halal tech ETF benefits from semiconductor and hyperscaler AI tailwinds. Aug 18: NVDA pre-earnings pullback (-2.31% to $219.97 today) weighs on SPTE; AI semiconductor thesis validation due Aug 26. |
| 2026-04-01 | Goldman Sachs (VGT) | — | Buy | — | Tech sector leads AI capex cycle; Sharia screen removes financials overweight risk. Aug 18: SPTE -2.28% to $47.26 — sharpest pullback in the sleeve ahead of NVDA Aug 26 earnings (consensus $93.6B revenue, EPS $2.13) and Jackson Hole (Aug 27-29); AI capex supercycle thesis intact through the binary gate. Oct 5: SPTE $51.73 (+0.64%), 12M +47.00%. No new calls vs Sep 28; AI capex cycle intact with NVDA Buy/7 breakout. |
| 2026-03-15 | Morgan Stanley (VGT) | — | Buy | — | AI infrastructure winners dominate tech; Sharia overlap high with top performers. Aug 18: Blackwell demand and hyperscaler AI capex intact ahead of NVDA Aug 26 earnings confirmation. |
| 2026-03-01 | JPMorgan (FTEC) | — | Hold | — | Neutral on tech valuation premium; AI monetization pace beyond 2026 uncertain. Aug 18: Jackson Hole (Aug 27-29) at 3.50-3.75% Fed = near-term rate path confirmation for tech multiple support. |
| Date | Price | 1M | 12M |
|---|---|---|---|
| 2026-06-09 | $47.45 | Sell | Buy |
| 2026-06-08 | $46.21 | Sell | Buy |
| 2026-06-03 | $50.48 | Sell | Buy |
| 2026-06-02 | $49.81 | Sell | Buy |
| 2026-06-01 | $48.11 | Sell | Buy |
| 2026-05-31 | $48.11 | Sell | Buy |
| 2026-05-29 | $48.11 | Sell | Buy |
| Date | Firm | Analyst | Rating | Target | Thesis |
|---|---|---|---|---|---|
| 2026-04-10 | Wells Fargo (SPY) | — | Buy | $640 | AI-driven productivity gains = sustained EPS growth for Sharia-eligible names. Aug 18: NVDA Aug 26 earnings is the key near-term catalyst for the AI productivity thesis validation. |
| 2026-04-01 | JPMorgan (SPY) | — | Buy | $630 | Strong earnings season; S&P 6,000+ by year-end supported by AI productivity. Aug 18: NVDA Aug 26 earnings (consensus $93.6B, EPS $2.13) and Jackson Hole (Aug 27-29) are the two binary events for the halal equity sleeve; broad pullback today consistent with pre-event caution. |
| 2026-03-15 | Morgan Stanley (SPY) | — | Hold | $590 | Bull case intact; awaiting earnings confirmation. Aug 18: Fed at 3.50-3.75% with September cut priced; Sharia screen exclusion of financials advantageous in easing environment. |
| 2026-03-01 | Goldman Sachs (SPY) | — | Hold | $600 | Year-end S&P 500 target ~5,900-6,000; AI earnings cycle intact post-NVDA Q2 beat ($96.2B revenue, +106% YoY). Sep 8 narrow check: no new SPY/halal equity calls found; 57% September FOMC hike odds intact post Aug CPI in-line; SPUS -0.35% to $58.825; pace reverts Normal (from Ease) as 1M return turns -0.57%. Normal DCA pace continues. Sep 18: FOMC resolved dovishly (one fewer 2026 hike vs June dot-plot); SPUS +0.01% to $58.66; S&P 500 AI earnings cycle intact; Normal DCA pace continues. Oct 5: SPUS $60.55 (+0.36%), 12M +21.44%. No new calls vs Sep 28; broad market sentiment mildly constructive. |
| 2026-02-15 | BMO Capital (SPY) | — | Hold | $580 | Defensive tilt recommended. Aug 18: halal screen defensive tilt confirmed by relative outperformance vs SPTE (-2.28% vs -1.08% today); Jackson Hole Aug 27-29 = next major macro signal. |
| Date | Price | 1M | 12M |
|---|---|---|---|
| 2026-06-09 | $56.98 | Hold | Buy |
| 2026-06-08 | $56.64 | Hold | Buy |
| 2026-06-03 | $59.51 | Sell | Buy |
| 2026-06-02 | $59.2 | Sell | Buy |
| 2026-06-01 | $58.18 | Sell | Buy |
| 2026-05-31 | $58.18 | Sell | Buy |
| 2026-05-29 | $58.18 | Sell | Buy |
| Date | Firm | Analyst | Rating | Target | Thesis |
|---|---|---|---|---|---|
| 2026-04-10 | Bank of America (VT) | — | Buy | — | Trade truce is meaningful catalyst for international equity re-rating. Aug 18: trade-truce backdrop intact; Iran deal expiry introduces geopolitical risk but limited direct ex-US equity impact. |
| 2026-04-01 | Goldman Sachs (VT) | — | Hold | — | USD headwind mutes non-US returns. Aug 18: DXY ~99 = USD neutral-to-soft; headwind reduced but Iran deal expiry adds near-term geopolitical noise. |
| 2026-03-15 | JPMorgan (VT) | — | Buy | — | International stocks at 40-year discount to US; reversion trade building on trade truce. Aug 18: SPWO -1.63% to $33.24; USD soft (DXY ~99) supportive of non-US returns; Accumulate DCA pace reflects structural international discount thesis. Oct 5: SPWO $34.495 (+0.69%), 12M +27.01%. No new calls vs Sep 28; world ex-US halal sleeve, DCA pace improves Normal→Ease. |
| 2026-02-01 | BlackRock (VT) | — | Buy | — | Global diversification reduces US concentration risk amid stretched valuations. Aug 18: SPWO's ex-US exposure reduces concentration in US AI-semiconductor complex facing NVDA Aug 26 binary. |
| 2026-01-15 | Vanguard (VT) | — | Hold | — | Long-term diversification benefit intact; hold through near-term volatility. Aug 18: Accumulate DCA pace reflects structural case for ex-US rerating from 40-year historic discount. |
| Date | Price | 1M | 12M |
|---|---|---|---|
| 2026-06-09 | $33.1 | Hold | Buy |
| 2026-06-08 | $32.57 | Hold | Buy |
| 2026-06-03 | $34.91 | Hold | Buy |
| 2026-06-02 | $34.62 | Hold | Buy |
| 2026-06-01 | $34.02 | Hold | Buy |
| 2026-05-31 | $34.02 | Hold | Buy |
| 2026-05-29 | $34.02 | Hold | Buy |
| Date | Firm | Analyst | Rating | Target | Thesis |
|---|---|---|---|---|---|
| 2026-04-01 | Goldman Sachs (VWO) | — | Hold | — | EM underweight; tariff resolution needed before meaningful rotation. Aug 18: tariff-truce backdrop intact; Iran deal expiry adds geopolitical premium but limited direct EM impact. |
| 2026-03-15 | Morgan Stanley (VWO) | — | Buy | — | Post-tariff-truce EM rally could be significant; Indonesia and Malaysia exposure. Aug 18: USD softness (DXY ~99) and Fed easing path structurally supportive for EM returns in USD terms. |
| 2026-03-01 | JPMorgan (VWO) | — | Hold | — | EM valuations cheap but USD strength headwind; needs trade clarity. Aug 18: USD soft at DXY ~99 removes near-term headwind; Accumulate DCA pace reflects constructive EM setup. |
| 2026-02-15 | BlackRock (ISDE) | — | Buy | — | Islamic equity screen outperforms in risk-off and defensive environments. Aug 18: UMMA -1.46% to $37.12 — broader EM risk-off weighs on higher-beta sleeve; Islamic screen provides quality filter within EM universe. Oct 5: UMMA $37.649 (-0.32%), 12M +32.99%. No new calls vs Sep 28; EM halal sleeve flat 3M amid dollar strength. |
| 2026-01-20 | Schroders (ISDE) | — | Hold | — | Islamic finance universe deepening in Gulf and SE Asia; structural tailwind multi-year. Aug 18: Gulf/SE Asia Islamic equity holdings benefit from USD softness and commodity price support. |
| Date | Price | 1M | 12M |
|---|---|---|---|
| 2026-06-09 | $37.24 | Sell | Buy |
| 2026-06-08 | $36.5 | Sell | Buy |
| 2026-06-03 | $39.38 | Sell | Buy |
| 2026-06-02 | $38.97 | Sell | Buy |
| 2026-06-01 | $38.15 | Sell | Buy |
| 2026-05-31 | $38.15 | Sell | Buy |
| 2026-05-29 | $38.15 | Sell | Buy |
| Date | Ticker | Headline | Since flag |
|---|---|---|---|
| 2026-10-19 | OIL Buy | OIL -3.83% to $97.53 — verdict upgrades Hold/3→Buy/7/Ease on breakout; | -2.75% |
| 2026-10-19 | TFX Buy | TFX exits buy zone upward — verdict flips Sell/7→Buy/7/Normal; Q3 earn | +0.35% |
| 2026-10-19 | TSLA Sell | TSLA verdict flips Hold/3→Sell/6/Accumulate — EMA50/EMA200 unreclaimed | +4.89% |
| 2026-10-19 | PLATINUM Sell | PLATINUM +1.42% to $1,646.40 — crosses stop upward; potential Gate 1 c | +1.69% |
| 2026-10-19 | NATGAS Hold | NATGAS -0.67% to $3.095 — crosses back below TP1 ($3.21); above-zone l | -4.24% |
| 2026-10-16 | BTC Hold | BTC +1.89% to $81,962 — verdict reverts Buy→Hold as price exits buy zo | +0.14% |
| 2026-10-16 | COPPER Hold | COPPER +1.66% to $6.619 — verdict reverts Buy→Hold as price exits buy | +1.21% |
| 2026-10-16 | TFX Sell | TFX recovers from stop breach to $130.785 (Near TP1) — sharp +5.9% rec | +2.07% |
| 2026-10-16 | ETH Hold | ETH +4.81% to $2,458 — buy zone re-entry after yesterday's stop breach | -0.96% |
| 2026-10-16 | NVDA Hold | NVDA exits buy zone ($218.96–$223.76) downward to $216.505 — now $4.46 | -0.79% |
The numbers on this dashboard come from a deterministic walk through SignalsHistory.csv, the audit log we append to on every run. Below is exactly how each metric is computed so you can decide what weight to give it.
history.at(-2)). Both /swing.html and this page now use the same basis (BT-17, 2026-05-28): finalize.js writes settled_close from fetch_prices.js into SignalsHistory.csv, and compute_indicators.js reads history.at(-1). Using the live tick had a small upward bias on win rate (you would tend to enter near intraday lows but exit on EOD closes); removing it makes the two pages agree on the same trade.When TP1 or stop is hit, the exit is booked at the breaching bar's close, not at the TP1/stop level itself. Booking at the level always favours the win column (the bar that breaches typically closes past it). Using the bar's close removes that one-sided bias and reflects what you would actually realise.
A slippage haircut is then applied to every closed exit. The magnitude is asset-class-aware: 50 bps for crypto (mid of major-exchange retail spot — Coinbase ~149 bps round-trip, Kraken ~52 bps maker / 80 bps taker; single-side ~50 bps is a defensible "what a careful retail trader pays"), and 10 bps for stocks / ETFs / commodities (commission-free US equities with minimal spread). Buy exits get slightly less, Sell exits pay slightly more. Open positions are mark-to-market and not slipped. The knob keeps a "+0.1%" trade from being read as a win when it would actually be a wash after costs — and the per-class calibration prevents crypto win-rates from systematically overstating by ~140 bps per trade compared to equities.
Hold signals are not tracked in the win-rate table. If the system says Hold and the price subsequently falls 50%, no penalty appears anywhere on this page. Holds are deliberately measurement-free — they are the system's default state ("no opinion either way"), not an active position to evaluate. If you want to assess Hold performance, look at the raw per-ticker price column on the dashboard, not the win-rate metric here. This is a known accountability gap; the alternative (treating Hold as a continuous short or long) introduces its own distortions, so the current honest framing is "we only score directional calls."
Months and tickers with fewer than 5 closed signals are dimmed and tagged "n=<5". A 1-signal ticker showing 100% win rate is noise; treat it that way.
Per-firm "% correct" only counts calls made after we started recording prices (2026-05-05). Calls older than that have their "Price at Call" backfilled to the first day we ever observed — turning the metric into a window-return rather than analyst skill. The per-call table still shows every call we tracked, but the firm summary is restricted to the post-tracking window so the percentage is honest.
Six signals, one point each — the same set for watchlist and halal-universe tickers:
A ticker surfaces as a candidate when it fires at least 60% of its available signals (minimum 3) and is not vetoed. In buy zone (price inside the watchlist 1M zone) and reversal confirmed (an up-close that reclaims the EMA50) are shown as context but do not add to the score. Veto: if RSI > 70 OR Bollinger %B > 85, the row is dropped regardless of score — overbought is overbought, not a buy.
Every strategy sleeve runs as a funded forward paper-test: a model account of $30,000 initial + $1,000 added on the 1st of each month, allocated 45% Core DCA / 20% All-Weather / 15% Quality / 10% Momentum / 5% Trend / 5% Swing. Core DCA contributions buy the 8 halal ETFs immediately, pace-weighted (Accumulate 1.5× / Normal 1× / Ease 0.5×), and are recorded as real-dollar lots that never sell. Other sleeves size positions as pool capital ÷ open positions (the per-signal tables still use a flat $1,000-per-position convention for comparability). This is not a historical backtest — signal history only begins May 2026, so each strategy must earn its track record in real time, with settled-close entries and a slippage haircut, before real capital follows it.
Daily 1M Buy/Hold/Sell verdicts are mechanical: trade levels are computed each morning from price structure (an ATR-sized band around the 50-day EMA, a pivot-low/ATR stop, weekly pivot-high targets), and the verdict comes from trend × zone location × market regime × risk guards (earnings within 14 days, hard negative analyst-revision shifts, falling-knife and overbought vetoes). A Buy can come from a pullback into the zone or a breakout close above the prior 20-day high; a Sell needs persistence — a settled close at least 1% below the stop, or two consecutive settled closes below both moving averages — so a single bad close can't whipsaw the call. The AI may only downgrade a verdict for a nameable news risk — never upgrade. The 12M column is a DCA pace label (Accumulate / Normal / Ease), set by how deep the asset sits in its own drawdown history — a long-term accumulation pace, not a trade call. All positions across every strategy sleeve resolve in one shared trade ledger, so this page, the swing page, the portfolio page and the P&L reports cannot disagree about the same trade. Full plain-English definitions live in the glossary.