Ratings by HSBC (Saul Martinez)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 7/21/2026 | Morgan Stanley | MS | Maintain | Hold (N/A) |
|
Details | ||
| 7/21/2026 | Goldman Sachs | GS | Upgrade | Hold (Reduce) |
1065.22 (902.51) |
-15.27% | Details | |
| 7/13/2026 | Synchrony Financial | SYF | Maintain | Buy (N/A) |
|
Details | ||
| 7/13/2026 | American Express | AXP | Maintain | Hold (N/A) |
|
Details | ||
| 7/13/2026 | Capital One Financial | COF | Upgrade | Buy (Hold) |
200.10 (207.71) |
3.8% | Details | |
| 4/1/2026 | Truist Financial | TFC | Maintain | Buy (N/A) |
|
Details | ||
| 4/1/2026 | PNC Financial | PNC | Maintain | Buy (N/A) |
|
Details | ||
| 4/1/2026 | U.S. Bancorp | USB | Maintain | Buy (N/A) |
|
Details | ||
| 4/1/2026 | Goldman Sachs | GS | Maintain | Reduce (N/A) |
|
Details | ||
| 4/1/2026 | Morgan Stanley | MS | Maintain | Hold (N/A) |
|
Details | ||
| 4/1/2026 | Citi | C | Maintain | Buy (N/A) |
|
Details | ||
| 4/1/2026 | JPMorgan | JPM | Maintain | Hold (N/A) |
|
Details | ||
| 4/1/2026 | Bank of America | BAC | Upgrade | Buy (Hold) |
47.23 (50.93) |
7.83% | Details | |
| 4/1/2026 | Wells Fargo | WFC | Upgrade | Buy (Hold) |
76.80 (82.35) |
7.23% | Details | |
| 3/3/2026 | Block Inc. | XYZ | Upgrade | Buy (Hold) |
63.70 (78.75) |
23.63% | Details | |
| 2/6/2026 | JPMorgan | JPM | Upgrade | Hold (Reduce) |
310.16 (334.67) |
7.9% | Details | |
| 2/4/2026 | PayPal | PYPL | Downgrade | Hold (Buy) |
52.33 (57.69) |
10.24% | Details | |
| 12/8/2025 | MasterCard | MA | Upgrade | Buy (Hold) |
542.31 (622.72) |
14.83% | Details | |
| 12/8/2025 | Visa | V | Upgrade | Buy (Hold) |
327.10 (408.08) |
24.76% | Details | |
| 10/10/2025 | Synchrony Financial | SYF | Upgrade | Buy (Hold) |
70.97 (73.91) |
4.14% | Details | |
| 9/8/2025 | PNC Financial | PNC | Maintain | Buy (N/A) |
|
Details | ||
| 7/8/2025 | Goldman Sachs | GS | Downgrade | Reduce (Hold) |
723.68 (1065.22) |
47.19% | Details | |
| 7/8/2025 | JPMorgan | JPM | Downgrade | Reduce (Hold) |
296.00 (310.16) |
4.78% | Details | |
| 7/8/2025 | Bank of America | BAC | Downgrade | Hold (Buy) |
48.93 (50.93) |
4.09% | Details | |
| 3/31/2025 | PNC Financial | PNC | Upgrade | Buy (Hold) |
174.97 (222.81) |
27.34% | Details | |
| 1/14/2025 | Capital One Financial | COF | Upgrade | Hold (Reduce) |
180.33 (200.10) |
10.96% | Details | |
| 11/26/2024 | Morgan Stanley | MS | Downgrade | Hold (Buy) |
134.69 (185.33) |
37.6% | Details | |
| 11/26/2024 | Goldman Sachs | GS | Downgrade | Hold (Buy) |
602.78 (902.51) |
49.72% | Details | |
| 10/8/2024 | American Express | AXP | Downgrade | Hold (Buy) |
275.97 (323.61) |
17.26% | Details | |
| 10/4/2024 | Goldman Sachs | GS | Maintain | Buy (N/A) |
|
Details | ||
| 10/4/2024 | Morgan Stanley | MS | Upgrade | Buy (Hold) |
104.52 (185.33) |
77.32% | Details | |
| 7/23/2024 | Truist Financial | TFC | Maintain | Hold (N/A) |
|
Details | ||
| 4/19/2024 | Morgan Stanley | MS | Maintain | Hold (N/A) |
|
Details | ||
| 4/16/2024 | Goldman Sachs | GS | Maintain | Buy (N/A) |
|
Details | ||
| 3/28/2024 | PNC Financial | PNC | Upgrade | Hold (Reduce) |
155.03 (174.97) |
12.86% | Details | |
| 3/28/2024 | Truist Financial | TFC | Maintain | Hold (N/A) |
|
Details | ||
| 3/28/2024 | U.S. Bancorp | USB | Upgrade | Buy (Hold) |
43.04 (59.24) |
37.64% | Details | |
| 3/28/2024 | Morgan Stanley | MS | Maintain | Hold (N/A) |
|
Details | ||
| 3/28/2024 | Goldman Sachs | GS | Maintain | Buy (Buy) |
|
Details | ||
| 3/28/2024 | Wells Fargo | WFC | Maintain | Hold (N/A) |
|
Details | ||
| 3/28/2024 | Citi | C | Maintain | Buy (Buy) |
|
Details | ||
| 3/28/2024 | Bank of America | BAC | Downgrade | Hold (Buy) |
37.09 (50.93) |
37.31% | Details | |
| 3/28/2024 | JPMorgan | JPM | Maintain | Hold (N/A) |
|
Details | ||
| 3/21/2024 | Discover Financial | DFS | Maintain | Hold (N/A) |
|
Details | ||
| 2/11/2024 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2024 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 1/19/2024 | Discover Financial | DFS | Downgrade | Hold (Buy) |
108.74 (200.05) |
83.97% | Details | |
| 1/9/2024 | PNC Financial | PNC | Maintain | Reduce (N/A) |
|
Details | ||
| 1/9/2024 | Truist Financial | TFC | Maintain | Hold (N/A) |
|
Details | ||
| 1/9/2024 | U.S. Bancorp | USB | Maintain | Hold (N/A) |
|
Details | ||
| 1/9/2024 | Morgan Stanley | MS | Downgrade | Hold (Buy) |
93.24 (185.33) |
98.77% | Details | |
| 1/9/2024 | Goldman Sachs | GS | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2024 | Wells Fargo | WFC | Maintain | Hold (N/A) |
|
Details | ||
| 1/9/2024 | JPMorgan | JPM | Maintain | Hold (N/A) |
|
Details | ||
| 1/9/2024 | Bank of America | BAC | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2024 | Citi | C | Upgrade | Buy (Hold) |
54.33 (123.69) |
127.66% | Details | |
| 10/13/2023 | Synchrony Financial | SYF | New Coverage | Hold (N/A) |
29.66 (70.97) |
139.28% | Details | |
| 10/13/2023 | Capital One Financial | COF | New Coverage | Reduce (N/A) |
97.12 (207.71) |
113.87% | Details | |
| 10/13/2023 | Discover Financial | DFS | New Coverage | Buy (N/A) |
90.76 (200.05) |
120.42% | Details | |
| 10/13/2023 | Block Inc. | SQ | New Coverage | Hold (N/A) |
46.69 (86.96) |
86.25% | Details | |
| 10/13/2023 | PayPal | PYPL | New Coverage | Buy (N/A) |
58.07 (52.33) |
-9.88% | Details | |
| 10/13/2023 | MasterCard | MA | New Coverage | Hold (N/A) |
399.81 (622.72) |
55.75% | Details | |
| 10/13/2023 | Visa | V | New Coverage | Hold (N/A) |
235.68 (408.08) |
73.15% | Details | |
| 10/13/2023 | American Express | AXP | New Coverage | Buy (N/A) |
151.51 (323.61) |
113.59% | Details | |
| 9/7/2023 | PNC Financial | PNC | New Coverage | Reduce (N/A) |
120.49 (222.81) |
84.92% | Details | |
| 9/7/2023 | Truist Financial | TFC | New Coverage | Hold (N/A) |
30.44 (47.67) |
56.6% | Details | |
| 9/7/2023 | U.S. Bancorp | USB | New Coverage | Hold (N/A) |
36.52 (59.24) |
62.21% | Details | |
| 9/7/2023 | Morgan Stanley | MS | New Coverage | Buy (N/A) |
84.84 (185.33) |
118.45% | Details | |
| 9/7/2023 | Goldman Sachs | GS | New Coverage | Buy (N/A) |
323.75 (902.51) |
178.77% | Details | |
| 9/7/2023 | Wells Fargo | WFC | New Coverage | Hold (N/A) |
41.54 (82.35) |
98.24% | Details | |
| 9/7/2023 | Citi | C | New Coverage | Hold (N/A) |
41.36 (123.69) |
199.06% | Details | |
| 9/7/2023 | JPMorgan | JPM | New Coverage | Hold (N/A) |
145.20 (334.67) |
130.49% | Details | |
| 9/7/2023 | Bank of America | BAC | New Coverage | Buy (N/A) |
28.65 (50.93) |
77.77% | Details |


