Ratings by Erste Group (Hans Engel)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/5/2026 | Meta Platforms Inc. | META | Upgrade | Buy (Hold) |
667.73 (644.86) |
-3.43% | Details | |
| 3/5/2026 | CME Group | CME | Maintain | Buy (Hold) |
|
Details | ||
| 3/5/2026 | Agnico-Eagle Mines Ltd. | AEM | Upgrade | Buy (Hold) |
232.73 (221.00) |
-5.04% | Details | |
| 3/5/2026 | GE Vernova | GEV | New Coverage | Buy (N/A) |
841.27 (789.23) |
-6.19% | Details | |
| 3/5/2026 | Walmart | WMT | Downgrade | Hold (Buy) |
127.81 (123.80) |
-3.14% | Details | |
| 3/5/2026 | Applied Materials | AMAT | New Coverage | Hold (N/A) |
357.76 (324.74) |
-9.23% | Details | |
| 3/5/2026 | Barclays | BCS | Downgrade | Hold (Buy) |
23.34 (21.86) |
-6.34% | Details | |
| 2/18/2026 | IBM | IBM | Downgrade | Hold (Buy) |
258.31 (258.85) |
0.21% | Details | |
| 2/18/2026 | NextEra Energy | NEE | Upgrade | Buy (Hold) |
92.71 (91.02) |
-1.82% | Details | |
| 2/18/2026 | Procter & Gamble | PG | Upgrade | Buy (Hold) |
159.55 (153.63) |
-3.71% | Details | |
| 2/18/2026 | McDonald's | MCD | Upgrade | Buy (Hold) |
327.62 (328.06) |
0.13% | Details | |
| 2/18/2026 | Alibaba | BABA | Downgrade | Hold (Buy) |
155.43 (130.79) |
-15.85% | Details | |
| 2/18/2026 | Cisco | CSCO | Downgrade | Hold (Buy) |
76.85 (78.64) |
2.33% | Details | |
| 1/23/2026 | Rio Tinto | RIO | Upgrade | Buy (Hold) |
87.30 (90.21) |
3.33% | Details | |
| 1/23/2026 | Ecolab Inc. | ECL | Downgrade | Hold (Buy) |
281.48 (282.69) |
0.43% | Details | |
| 12/5/2025 | Uber Inc. | UBER | Downgrade | Hold (Buy) |
90.99 (75.13) |
-17.43% | Details | |
| 12/5/2025 | Amgen | AMGN | Upgrade | Buy (Hold) |
340.16 (369.53) |
8.63% | Details | |
| 12/5/2025 | IBM | IBM | Upgrade | Buy (Hold) |
307.99 (258.85) |
-15.96% | Details | |
| 11/27/2025 | Booking Holdings | BKNG | Downgrade | Hold (Buy) |
4906.24 (4550.43) |
-7.25% | Details | |
| 11/20/2025 | Coinbase Global Inc. | COIN | Downgrade | Hold (Buy) |
257.29 (197.22) |
-23.35% | Details | |
| 11/10/2025 | Cheniere Energy Partners, LP | CQP | Downgrade | Hold (Buy) |
50.91 (62.89) |
23.53% | Details | |
| 11/10/2025 | Arista Networks | ANET | Downgrade | Hold (Buy) |
134.65 (132.89) |
-1.31% | Details | |
| 11/10/2025 | Meta Platforms Inc. | META | Downgrade | Hold (Buy) |
621.71 (644.86) |
3.72% | Details | |
| 11/10/2025 | Oracle | ORCL | Downgrade | Hold (Buy) |
239.26 (152.96) |
-36.07% | Details | |
| 11/10/2025 | Valero Energy | VLO | New Coverage | Buy (N/A) |
175.62 (224.63) |
27.91% | Details | |
| 11/10/2025 | Cisco | CSCO | Upgrade | Buy (Hold) |
71.07 (78.64) |
10.65% | Details | |
| 10/31/2025 | AutoZone | AZO | Downgrade | Hold (Buy) |
3705.63 (3641.29) |
-1.74% | Details | |
| 10/31/2025 | Netflix | NFLX | Downgrade | Hold (Buy) |
1089.00 (99.02) |
-90.91% | Details | |
| 10/31/2025 | Ross Stores, Inc. | ROST | New Coverage | Buy (N/A) |
158.07 (211.75) |
33.96% | Details | |
| 10/31/2025 | Toyota Motor | TM | Upgrade | Buy (Hold) |
207.21 (219.14) |
5.76% | Details | |
| 10/24/2025 | Intel | INTC | Maintain | Hold (N/A) |
|
Details | ||
| 10/14/2025 | Abbvie | ABBV | Downgrade | Hold (Buy) |
230.50 (230.11) |
-0.17% | Details | |
| 10/14/2025 | Ecolab Inc. | ECL | New Coverage | Buy (N/A) |
272.08 (281.48) |
3.45% | Details | |
| 10/14/2025 | Eli Lilly | LLY | Upgrade | Buy (Hold) |
833.49 (990.33) |
18.82% | Details | |
| 10/3/2025 | Boston Scientific | BSX | Downgrade | Hold (Buy) |
96.22 (71.35) |
-25.85% | Details | |
| 10/3/2025 | Alibaba | BABA | Upgrade | Buy (Hold) |
189.34 (130.79) |
-30.92% | Details | |
| 10/3/2025 | Caterpillar | CAT | Upgrade | Buy (Hold) |
490.57 (680.90) |
38.8% | Details | |
| 10/3/2025 | Bank of America | BAC | Upgrade | Buy (Hold) |
50.48 (48.64) |
-3.65% | Details | |
| 9/22/2025 | Visa | V | Downgrade | Hold (Buy) |
341.61 (317.36) |
-7.1% | Details | |
| 9/22/2025 | Intel | INTC | Upgrade | Hold (Sell) |
29.58 (43.42) |
46.79% | Details | |
| 9/22/2025 | Royal Bank of Canada | RY | Upgrade | Buy (Hold) |
147.26 (163.52) |
11.04% | Details | |
| 9/22/2025 | ASML Inc. | ASML | Upgrade | Buy (Hold) |
932.15 (1292.80) |
38.69% | Details | |
| 9/11/2025 | AMD | AMD | Downgrade | Hold (Buy) |
159.54 (192.43) |
20.62% | Details | |
| 9/11/2025 | Schneider National | SNDR | Upgrade | Buy (Hold) |
23.85 (25.64) |
7.51% | Details | |
| 9/11/2025 | Waste Management | WM | Downgrade | Hold (Buy) |
217.69 (246.05) |
13.03% | Details | |
| 9/5/2025 | The TJX Companies | TJX | New Coverage | Buy (N/A) |
141.02 (159.33) |
12.98% | Details | |
| 8/14/2025 | SAP AG | SAP | Downgrade | Hold (Buy) |
278.82 (202.25) |
-27.46% | Details | |
| 8/14/2025 | Fortinet | FTNT | Downgrade | Hold (Buy) |
79.33 (83.67) |
5.47% | Details | |
| 8/14/2025 | IBM | IBM | Downgrade | Hold (Buy) |
240.07 (258.85) |
7.82% | Details | |
| 8/14/2025 | Micron Technology | MU | New Coverage | Buy (N/A) |
124.27 (370.30) |
197.98% | Details | |
| 8/14/2025 | Lam Research | LRCX | New Coverage | Buy (N/A) |
106.74 (199.33) |
86.74% | Details | |
| 8/5/2025 | Walmart | WMT | Upgrade | Buy (Hold) |
99.59 (123.80) |
24.31% | Details | |
| 8/5/2025 | Booking Holdings | BKNG | Upgrade | Buy (Hold) |
5476.09 (4550.43) |
-16.9% | Details | |
| 8/5/2025 | Costco Wholesale | COST | Downgrade | Hold (Buy) |
955.37 (998.10) |
4.47% | Details | |
| 7/23/2025 | AMD | AMD | Upgrade | Buy (Hold) |
154.72 (159.54) |
3.12% | Details | |
| 7/23/2025 | Johnson & Johnson | JNJ | Upgrade | Buy (Hold) |
167.93 (240.40) |
43.15% | Details | |
| 7/23/2025 | Arista Networks | ANET | Upgrade | Buy (Hold) |
109.78 (132.89) |
21.05% | Details | |
| 7/23/2025 | Coinbase Global Inc. | COIN | New Coverage | Buy (N/A) |
404.44 (257.29) |
-36.38% | Details | |
| 7/23/2025 | ASML Inc. | ASML | Downgrade | Hold (Buy) |
705.48 (1292.80) |
83.25% | Details | |
| 7/23/2025 | Intuitive Surgical | ISRG | Downgrade | Hold (Buy) |
511.00 (490.16) |
-4.08% | Details | |
| 7/23/2025 | ServiceNow | NOW | Downgrade | Hold (Buy) |
962.37 (124.34) |
-87.08% | Details | |
| 7/23/2025 | Arthur J. Gallagher | AJG | Downgrade | Hold (Buy) |
312.41 (228.13) |
-26.98% | Details | |
| 6/30/2025 | Amrize Ltd | AMRZ | New Coverage | Buy (N/A) |
0.95 (58.12) |
6017.89% | Details | |
| 6/5/2025 | salesforce.com | CRM | Downgrade | Hold (Buy) |
264.47 (202.11) |
-23.58% | Details | |
| 6/5/2025 | Intuitive Surgical | ISRG | Upgrade | Buy (Hold) |
551.85 (490.16) |
-11.18% | Details | |
| 6/5/2025 | Eli Lilly | LLY | Downgrade | Hold (Buy) |
750.78 (990.33) |
31.91% | Details | |
| 5/23/2025 | Vertex | VRTX | Downgrade | Hold (Buy) |
434.03 (456.69) |
5.22% | Details | |
| 5/23/2025 | CME Group | CME | Downgrade | Hold (Buy) |
282.00 (317.10) |
12.45% | Details | |
| 5/23/2025 | McDonald's | MCD | Downgrade | Hold (Buy) |
314.31 (328.06) |
4.37% | Details | |
| 5/8/2025 | Boston Scientific | BSX | New Coverage | Buy (N/A) |
104.80 (71.35) |
-31.92% | Details | |
| 5/8/2025 | Amgen | AMGN | Downgrade | Hold (Buy) |
275.84 (369.53) |
33.97% | Details | |
| 5/8/2025 | NextEra Energy | NEE | Downgrade | Hold (Buy) |
67.36 (91.02) |
35.12% | Details | |
| 4/30/2025 | ServiceNow | NOW | Upgrade | Buy (Hold) |
942.86 (124.34) |
-86.81% | Details | |
| 4/30/2025 | UnitedHealth Group | UNH | Downgrade | Hold (Buy) |
409.23 (286.48) |
-30% | Details | |
| 4/30/2025 | Procter & Gamble | PG | Downgrade | Hold (Buy) |
162.26 (153.63) |
-5.32% | Details | |
| 4/16/2025 | UnitedHealth Group | UNH | Upgrade | Buy (Hold) |
583.59 (286.48) |
-50.91% | Details | |
| 4/16/2025 | NextEra Energy | NEE | Upgrade | Buy (Hold) |
67.66 (91.02) |
34.53% | Details | |
| 3/17/2025 | Intuitive Surgical | ISRG | Downgrade | Hold (Buy) |
484.44 (551.85) |
13.92% | Details | |
| 3/17/2025 | Booking Holdings | BKNG | Downgrade | Hold (Buy) |
4465.48 (4550.43) |
1.9% | Details | |
| 3/17/2025 | Walmart | WMT | Downgrade | Hold (Buy) |
85.35 (123.80) |
45.05% | Details | |
| 3/17/2025 | CME Group | CME | New Coverage | Buy (N/A) |
258.68 (317.10) |
22.58% | Details | |
| 3/17/2025 | Abbvie | ABBV | Upgrade | Buy (Hold) |
211.77 (230.11) |
8.66% | Details | |
| 3/17/2025 | Procter & Gamble | PG | Upgrade | Buy (Hold) |
167.97 (153.63) |
-8.54% | Details | |
| 3/17/2025 | McDonald's | MCD | Upgrade | Buy (Hold) |
299.83 (328.06) |
9.42% | Details | |
| 3/17/2025 | IBM | IBM | Upgrade | Buy (Hold) |
248.35 (258.85) |
4.23% | Details | |
| 3/7/2025 | Fresenius Medical Care | FMS | New Coverage | Buy (N/A) |
23.56 (22.95) |
-2.59% | Details | |
| 3/7/2025 | Tesla | TSLA | Downgrade | Sell (Hold) |
263.45 (396.73) |
50.59% | Details | |
| 3/7/2025 | Home Depot | HD | Downgrade | Hold (Buy) |
381.73 (357.92) |
-6.24% | Details | |
| 3/7/2025 | Bank of America | BAC | Downgrade | Hold (Buy) |
41.20 (48.64) |
18.06% | Details | |
| 3/7/2025 | Caterpillar | CAT | Downgrade | Hold (Buy) |
341.01 (680.90) |
99.67% | Details | |
| 3/7/2025 | ONEOK Inc | OKE | Downgrade | Hold (Buy) |
89.74 (86.93) |
-3.13% | Details | |
| 3/7/2025 | Banco Santander | SAN | Upgrade | Buy (Hold) |
6.63 (11.06) |
66.82% | Details | |
| 3/7/2025 | Shell Plc. | SHEL | Upgrade | Buy (Hold) |
66.01 (84.70) |
28.31% | Details | |
| 3/7/2025 | AutoZone | AZO | New Coverage | Buy (N/A) |
3615.79 (3641.29) |
0.71% | Details | |
| 2/26/2025 | UnitedHealth Group | UNH | Downgrade | Hold (Buy) |
470.38 (583.59) |
24.07% | Details | |
| 2/26/2025 | Lululemon Athletica Inc. | LULU | Downgrade | Hold (Buy) |
366.72 (170.13) |
-53.61% | Details | |
| 2/26/2025 | Vertex | VRTX | Upgrade | Buy (Hold) |
480.35 (456.69) |
-4.93% | Details | |
| 2/26/2025 | ServiceNow | NOW | Downgrade | Hold (Buy) |
922.29 (942.86) |
2.23% | Details | |
| 2/26/2025 | Fortinet | FTNT | New Coverage | Buy (N/A) |
108.06 (83.67) |
-22.57% | Details | |
| 2/26/2025 | Coca-Cola | KO | Upgrade | Buy (Hold) |
71.49 (77.04) |
7.76% | Details | |
| 2/19/2025 | ICICI Bank | IBN | Downgrade | Hold (Buy) |
28.27 (28.20) |
-0.25% | Details | |
| 2/19/2025 | Diageo plc | DEO | New Coverage | Hold (N/A) |
107.72 (81.80) |
-24.06% | Details | |
| 2/5/2025 | Lululemon Athletica Inc. | LULU | New Coverage | Buy (N/A) |
415.90 (170.13) |
-59.09% | Details | |
| 2/5/2025 | WW Grainger | GWW | Downgrade | Hold (Buy) |
1042.59 (1112.79) |
6.73% | Details | |
| 2/5/2025 | Equinor ASA (ADR) | EQNR | Downgrade | Hold (Buy) |
24.78 (33.59) |
35.55% | Details | |
| 2/5/2025 | ABB Ltd | ABB | Downgrade | Hold (Buy) |
37.13 (37.13) |
0% | Details | |
| 2/5/2025 | Waste Management | WM | Upgrade | Buy (Hold) |
222.14 (217.69) |
-2% | Details | |
| 2/5/2025 | Amgen | AMGN | Upgrade | Buy (Hold) |
289.02 (369.53) |
27.86% | Details | |
| 2/5/2025 | Eli Lilly | LLY | Upgrade | Buy (Hold) |
826.07 (750.78) |
-9.11% | Details | |
| 1/29/2025 | Royal Bank of Canada | RY | Downgrade | Hold (Buy) |
123.11 (163.52) |
32.82% | Details | |
| 1/29/2025 | Infosys Technologies | INFY | Downgrade | Hold (Buy) |
21.53 (14.44) |
-32.93% | Details | |
| 1/29/2025 | Spotify | SPOT | New Coverage | Buy (N/A) |
530.80 (565.19) |
6.48% | Details | |
| 1/21/2025 | Public Service Enterprise Group Inc. | PEG | Downgrade | Hold (Buy) |
88.48 (83.35) |
-5.8% | Details | |
| 1/21/2025 | Vertex | VRTX | Downgrade | Hold (Buy) |
416.96 (456.69) |
9.53% | Details | |
| 1/21/2025 | ONEOK Inc | OKE | New Coverage | Buy (N/A) |
108.66 (86.93) |
-20% | Details | |
| 1/21/2025 | Equinor ASA (ADR) | EQNR | Upgrade | Buy (Hold) |
25.06 (33.59) |
34.04% | Details | |
| 11/27/2024 | Eli Lilly | LLY | Downgrade | Hold (Buy) |
789.32 (990.33) |
25.47% | Details | |
| 11/27/2024 | Barclays | BCS | New Coverage | Buy (N/A) |
13.14 (21.86) |
66.36% | Details | |
| 11/19/2024 | Intuitive Surgical | ISRG | Upgrade | Buy (Hold) |
531.64 (484.44) |
-8.88% | Details | |
| 11/19/2024 | Linde | LIN | Downgrade | Hold (Buy) |
448.57 (484.98) |
8.12% | Details | |
| 11/19/2024 | Novartis | NVS | Downgrade | Hold (Buy) |
103.04 (160.12) |
55.4% | Details | |
| 11/19/2024 | Unilever plc | UL | Downgrade | Hold (Buy) |
57.90 (66.82) |
15.41% | Details | |
| 11/19/2024 | salesforce.com | CRM | Upgrade | Buy (Hold) |
322.25 (264.47) |
-17.93% | Details | |
| 11/5/2024 | D.R. Horton | DHI | Downgrade | Hold (Buy) |
170.74 (147.26) |
-13.75% | Details | |
| 10/22/2024 | ASML Inc. | ASML | Downgrade | Hold (Buy) |
714.10 (1292.80) |
81.04% | Details | |
| 10/22/2024 | Uber Inc. | UBER | Upgrade | Buy (Hold) |
80.46 (90.99) |
13.09% | Details | |
| 9/30/2024 | Public Service Enterprise Group Inc. | PEG | New Coverage | Buy (N/A) |
88.25 (83.35) |
-5.55% | Details | |
| 9/30/2024 | Agnico-Eagle Mines Ltd. | AEM | New Coverage | Buy (N/A) |
81.82 (221.00) |
170.11% | Details | |
| 9/30/2024 | Regeneron Pharma | REGN | Downgrade | Hold (Buy) |
1042.69 (759.86) |
-27.13% | Details | |
| 9/30/2024 | WW Grainger | GWW | Upgrade | Buy (Hold) |
1035.94 (1112.79) |
7.42% | Details | |
| 9/30/2024 | Shell Plc. | SHEL | Downgrade | Hold (Buy) |
81.63 (84.70) |
3.76% | Details | |
| 9/30/2024 | AstraZeneca | AZN | Downgrade | Hold (Buy) |
77.62 (92.77) |
19.52% | Details | |
| 9/30/2024 | Oracle | ORCL | Upgrade | Buy (Hold) |
168.74 (152.96) |
-9.35% | Details | |
| 9/11/2024 | salesforce.com | CRM | Downgrade | Hold (Buy) |
246.16 (202.11) |
-17.89% | Details | |
| 9/11/2024 | AstraZeneca | AZN | Upgrade | Buy (Hold) |
81.16 (92.77) |
14.31% | Details | |
| 9/11/2024 | Infosys Technologies | INFY | Upgrade | Buy (Hold) |
22.93 (14.44) |
-37.03% | Details | |
| 9/5/2024 | Cadence Designs | CDNS | Downgrade | Hold (Buy) |
254.13 (296.94) |
16.85% | Details | |
| 9/5/2024 | Royal Bank of Canada | RY | Upgrade | Buy (Hold) |
122.08 (163.52) |
33.94% | Details | |
| 9/5/2024 | Novartis | NVS | Upgrade | Buy (Hold) |
119.38 (160.12) |
34.13% | Details | |
| 9/5/2024 | Pfizer | PFE | Downgrade | Hold (Buy) |
28.39 (27.05) |
-4.72% | Details | |
| 6/14/2024 | Booking Holdings | BKNG | Upgrade | Buy (Hold) |
3856.14 (4465.48) |
15.8% | Details | |
| 6/14/2024 | Unilever | UN | Upgrade | Buy (Hold) |
60.50 (60.50) |
0% | Details | |
| 6/14/2024 | WW Grainger | GWW | Downgrade | Hold (Buy) |
921.07 (1112.79) |
20.81% | Details | |
| 6/14/2024 | Waste Management | WM | Downgrade | Hold (Buy) |
201.22 (246.05) |
22.28% | Details | |
| 6/14/2024 | Intuit | INTU | Downgrade | Hold (Buy) |
594.62 (481.17) |
-19.08% | Details | |
| 6/14/2024 | Toyota Motor | TM | Downgrade | Hold (Buy) |
199.35 (219.14) |
9.93% | Details | |
| 6/14/2024 | BP | BP | Downgrade | Hold (Buy) |
35.19 (40.44) |
14.92% | Details | |
| 6/14/2024 | Arista Networks | ANET | New Coverage | Buy (N/A) |
331.67 (132.89) |
-59.93% | Details | |
| 6/14/2024 | Apple | AAPL | Upgrade | Buy (Hold) |
214.24 (257.46) |
20.17% | Details | |
| 4/26/2024 | NextEra Energy | NEE | Upgrade | Buy (Hold) |
66.90 (67.66) |
1.14% | Details | |
| 4/26/2024 | Apple | AAPL | Downgrade | Hold (Buy) |
169.89 (257.46) |
51.55% | Details | |
| 4/3/2024 | McDonald's | MCD | Downgrade | Hold (Buy) |
277.74 (299.83) |
7.95% | Details | |
| 4/3/2024 | S&P Global | SPGI | Downgrade | Hold (Buy) |
426.11 (452.36) |
6.16% | Details | |
| 4/3/2024 | Bank of America | BAC | Upgrade | Buy (Hold) |
37.30 (48.64) |
30.4% | Details | |
| 4/3/2024 | Eli Lilly | LLY | Upgrade | Buy (Hold) |
763.96 (990.33) |
29.63% | Details | |
| 4/3/2024 | BP | BP | Upgrade | Buy (Hold) |
38.65 (40.44) |
4.63% | Details | |
| 3/13/2024 | Imperial Oil Limited | IMO | New Coverage | Buy (N/A) |
66.09 (118.20) |
78.85% | Details | |
| 3/13/2024 | Uber Inc. | UBER | New Coverage | Buy (N/A) |
78.32 (80.46) |
2.73% | Details | |
| 3/13/2024 | Deutsche Bank | DB | Upgrade | Hold (Sell) |
14.88 (31.25) |
110.01% | Details | |
| 3/13/2024 | UnitedHealth Group | UNH | Downgrade | Hold (Buy) |
489.35 (286.48) |
-41.46% | Details | |
| 3/13/2024 | Booking Holdings | BKNG | Downgrade | Hold (Buy) |
3500.00 (3856.14) |
10.18% | Details | |
| 12/22/2023 | ExxonMobil | XOM | Downgrade | Hold (Buy) |
101.73 (151.21) |
48.64% | Details | |
| 12/22/2023 | Waste Management | WM | Upgrade | Buy (Hold) |
176.81 (246.05) |
39.16% | Details | |
| 12/22/2023 | Oracle | ORCL | Downgrade | Hold (Buy) |
105.86 (152.96) |
44.49% | Details | |
| 4/25/2023 | NVIDIA | NVDA | Upgrade | Buy (Hold) |
27.04 (177.82) |
557.62% | Details | |
| 4/25/2023 | NextEra Energy | NEE | Downgrade | Hold (Buy) |
79.04 (91.02) |
15.16% | Details |

