Research archive

Current coverage and archived research

Browse the S&P 100 universe with sector context and research status. Open coverage items to review the latest structured research note.

Universe

101 names

Current coverage

100 names

Coverage freshness

3 days ago

After the note

Rating track record

For each directional view we compare what happened in the market over the next five trading days. Neutral HOLD views are not graded. Pick a coverage date to see batch results alongside the table below.

  • 2026-08-07100 names
    Full window: Early read: View
  • 2026-07-20101 names
    Full window: Early read: Selected
  • 2026-07-01101 names
    Full window: Early read: View
  • 2026-06-25101 names
    Full window: Early read: View
  • 2026-06-18100 names
    Full window: Early read: View
  • 2026-06-16101 names
    Full window: Early read: View
  • 2026-06-08101 names
    Full window: Early read: View
  • 2026-06-02101 names
    Full window: Early read: 51.9%View
  • 2026-05-29101 names
    Full window: Early read: View

Scorecard — 2026-07-20

Move and held-up grades appear once there are enough trading days after the rating date. Peer comparison uses price context at the rating date and is shown below when available.

Names covered

101

Calls that aged well

Awaiting full window

Average move after rating

Review window

5 trading days

Compared with SPY

Ratings vs outcomes

79 directional views in batch

Recent strength vs batch

How 5-day momentum lined up with moves

Peer context

100

Names with batch comparison data

ViewCountGradedFull windowEarly readAvg. move
BUY90
HOLD220
OVERWEIGHT600
UNDERWEIGHT100

S&P 100 sector mix

Showing 61-80 of 101 names· Move and held-up columns use the 2026-07-20 scorecard · Vs peers when batch comparison is available
SymbolCompanySectorCoverageDesk viewMoveHeld upVs peersUpdatedAction
MDLZ

Mondelez International

Consumer StaplesAvailableOVERWEIGHTAbove averageAug 7, 2026Open research
MDT

Medtronic

Health CareAvailableOVERWEIGHTMiddle of packAug 7, 2026Open research
META

Meta Platforms

Communication ServicesAvailableOVERWEIGHTBelow averageAug 7, 2026Open research
MMM

3M

IndustrialsAvailableOVERWEIGHTAbove averageAug 7, 2026Open research
MO

Altria

Consumer StaplesAvailableHOLDStronger than mostAug 7, 2026Open research
MRK

Merck & Co.

Health CareAvailableOVERWEIGHTMiddle of packAug 7, 2026Open research
MS

Morgan Stanley

FinancialsAvailableOVERWEIGHTWeaker than mostAug 7, 2026Open research
MSFT

Microsoft

Information TechnologyAvailableBUYStronger than mostAug 7, 2026Open research
MU

Micron Technology

Information TechnologyAvailableOVERWEIGHTWeaker than mostAug 7, 2026Open research
NEE

NextEra Energy

UtilitiesAvailableOVERWEIGHTMiddle of packAug 7, 2026Open research
NFLX

Netflix

Communication ServicesAvailableUNDERWEIGHTWeaker than mostAug 7, 2026Open research
NKE

Nike, Inc.

Consumer DiscretionaryAvailableUNDERWEIGHTMiddle of packAug 7, 2026Open research
NOW

ServiceNow

Information TechnologyAvailableHOLDWeaker than mostAug 7, 2026Open research
NVDA

NVIDIA

Information TechnologyAvailableOVERWEIGHTMiddle of packAug 7, 2026Open research
ORCL

Oracle Corporation

Information TechnologyAvailableUNDERWEIGHTWeaker than mostAug 7, 2026Open research
PEP

PepsiCo

Consumer StaplesAvailableHOLDBelow averageAug 7, 2026Open research
PFE

Pfizer

Health CareAvailableOVERWEIGHTAbove averageAug 7, 2026Open research
PG

Procter & Gamble

Consumer StaplesAvailableHOLDMiddle of packAug 7, 2026Open research
PLTR

Palantir Technologies

Information TechnologyAvailableOVERWEIGHTStronger than mostAug 7, 2026Open research
PM

Philip Morris International

Consumer StaplesAvailableOVERWEIGHTStronger than mostAug 7, 2026Open research