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 81-100 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
QCOM

Qualcomm

Information TechnologyAvailableOVERWEIGHTWeaker than mostAug 7, 2026Open research
RTX

RTX Corporation

IndustrialsAvailableOVERWEIGHTMiddle of packAug 7, 2026Open research
SBUX

Starbucks

Consumer DiscretionaryAvailableOVERWEIGHTBelow averageAug 7, 2026Open research
SCHW

Charles Schwab Corporation

FinancialsAvailableOVERWEIGHTMiddle of packAug 7, 2026Open research
SO

Southern Company

UtilitiesAvailableHOLDBelow averageAug 7, 2026Open research
SPG

Simon Property Group

Real EstateAvailableOVERWEIGHTStronger than mostAug 7, 2026Open research
T

AT&T

Communication ServicesAvailableOVERWEIGHTStronger than mostAug 7, 2026Open research
TMO

Thermo Fisher Scientific

Health CareAvailableOVERWEIGHTMiddle of packAug 7, 2026Open research
TMUS

T-Mobile US

Communication ServicesAvailableOVERWEIGHTStronger than mostAug 7, 2026Open research
TSLA

Tesla, Inc.

Consumer DiscretionaryAvailableOVERWEIGHTWeaker than mostAug 7, 2026Open research
TXN

Texas Instruments

Information TechnologyAvailableOVERWEIGHTWeaker than mostAug 7, 2026Open research
UBER

Uber

IndustrialsOpenOPENBelow averagePending
UNH

UnitedHealth Group

Health CareAvailableOVERWEIGHTBelow averageAug 7, 2026Open research
UNP

Union Pacific Corporation

IndustrialsAvailableOVERWEIGHTStronger than mostAug 7, 2026Open research
UPS

United Parcel Service

IndustrialsAvailableOVERWEIGHTMiddle of packAug 7, 2026Open research
USB

U.S. Bancorp

FinancialsAvailableOVERWEIGHTAbove averageAug 7, 2026Open research
V

Visa Inc.

FinancialsAvailableOVERWEIGHTAbove averageAug 7, 2026Open research
VZ

Verizon

Communication ServicesAvailableOVERWEIGHTStronger than mostAug 7, 2026Open research
WFC

Wells Fargo

FinancialsAvailableOVERWEIGHTBelow averageAug 7, 2026Open research
WMT

Walmart

Consumer StaplesAvailableBUYBelow averageAug 7, 2026Open research