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Definitions

Upgrades/Downgrades

Upgrades/Downgrades displays a comprehensive list of analyst stock rating changes (upgrades and downgrades), as well as updates on new stocks analysts are covering (coverage initiated), and updates on on stocks analyst no longer cover (coverage dropped). Select the Latest Activity tab to review the most recent updates, or the Upgrades, Downgrades, Coverage Initiated, and Coverage Dropped tabs to review updates for the last 30 days.

How can I use Upgrades/Downgrades?

Analyst upgrades/downgrades can help individual investors get insight into what professional investors think about a particular stock. Often, when an influential analyst changes his or her rating on a stock, it tends to influence the price of that stock: an upgrade (e.g., from "hold" to "buy") tends to send the price higher, while a downgrade (e.g., from "hold" to "sell") tends to send the price lower. Use this information in conjunction with stock research analysis and the monitoring tools available on Fidelity.com to help you determine whether or not to buy or sell a stock you hold in your portfolio, or are watching on your watch list.

To learn more about analyzing and monitoring stocks, view our five minute online tour, or see Evaluating Stocks.

How often are Upgrades/Downgrades updated?

Upgrades and downgrades are provided by Investars and are continuously updated throughout the day after the data is validated by Investars.

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How can I view a history of upgrades and downgrades?

To view the 30-day history of upgrades, downgrades, coverages initiated, or coverages dropped:

You can view up to 30 days of upgrade/downgrade history.

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How do I sort the upgrades or downgrades list?

Click a column heading to sort the upgrades, downgrades, coverage initiated, or coverage dropped list by that column. Click the column heading again to sort in reverse order.

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I noticed a firm rating for a particular stock, but I know the firm no longer reports on that stock. Why does this rating still appear on the Upgrades/Downgrades list?

When a firm no longer reports on a stock (i.e., it "drops coverage" on it), the firm typically reports this to Investars, the third-party company that provides this information to Fidelity, or makes this information available via public sources. Once Investars receives news that a firm has dropped its coverage of a particular stock, the information is updated on Fidelity.com.

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What firms are included in the upgrades/downgrades information found on Fidelity.com?

The following firms are included in the upgrades/downgrades information on Fidelity.com. This list may change without notice.

  • AG Edwards
  • American Technology Research
  • Anderson & Strudwick
  • Zacks Research
  • Ativo Research
  • Avondale Partners
  • B Riley & Co.
  • Bank of America
  • Barrington Research
  • BB&T Corp
  • Beacon Equity Research
  • Bear Stearns
  • Bernstein
  • Blue Water Asset Mgmt
  • BMO Nesbitt Burns
  • Boenning & Scattergood
  • Brean Murray
  • Buckingham Research
  • BWS Financial
  • Calyon
  • Canaccord Capital
  • Cantor Fitzgerald
  • Capital One Services
  • Caris & Company
  • CE Unterberg
  • ChannelTrend
  • CIBC World Markets
  • CJS Securities
  • C.K. Cooper
  • CL King & Associates
  • Cohen Bros
  • Columbine Capital
  • Credit Suisse
  • DA Davidson
  • Dawson James Securities
  • Deutsche Bank
  • Dougherty & Co.
  • Dutton Associates
  • Emerging Growth Equities
  • FBR
  • Feltl & Company
  • Ferris Baker Watts
  • First Albany Capital
  • First Analysis
  • Ford Equity Research
  • Fortis Securities
  • FTN Midwest Securities
  • FutureAlpha.com
  • Global Crown Capital
  • Goldman Sachs
  • Greenwich Investment Research
  • H&R Block Financial Advisors
  • Henley & Company
  • Hilliard Lyons
  • Hoefer & Arnett
  • HSBC
  • ICAP
  • Janco Research
  • Janney Montgomery Scott
  • Jefferies
  • JMP Securities
  • Johnson Rice & Co.
  • JP Morgan
  • Kaufman Bros
  • Keefe Bruyette & Woods
  • Kevin Dann & Partners
  • KeyBanc Capital Markets
  • Kintisheff Research
  • Ladenburg Thalmann
  • Lazard
  • Leerink Swann
  • Barclays Capital U.S.
  • Longbow
  • MarketGrader
  • Matrix Investment Research
  • Maxim Group
  • McAdams Wright Ragen
  • MDB Capital
  • Merrill Lynch
  • Merriman Curhan Ford
  • Miller Johnson Steichen Kinnard
  • Morgan Joseph
  • Morgan Keegan
  • Morgan Stanley
  • MVest Management
  • Ned Davis Research
  • Needham
  • Ness Innovative Business Services
  • New Constructs
  • Next Generation
  • Nollenberger Capital
  • Northland Securities
  • Oppenheimer
  • Pacific Crest
  • Pacific Growth Equities
  • Piper Jaffray
  • Price Target Research
  • Punk Ziegel
  • Raymond James
  • RBC Capital Markets
  • RedChip Companies
  • Reuters
  • Robert W Baird & Co.
  • Rochdale Securities
  • Rodman & Renshaw
  • Roth Capital Partners
  • Ryan Beck & Co.
  • Sanders Morris Harris
  • Sandler O'Neill
  • SG Cowen
  • Sky Capital
  • Smith Barney
  • Soleil
  • Standard & Poor's
  • Standpoint Research
  • Stanford Research
  • Stephens Inc.
  • Sterne, Agee & Leach
  • Stifel Nicolaus
  • SunTrust Robinson Humphrey
  • Susquehanna Financial
  • Taglich Brothers
  • TheStreet.com
  • Thomas Weisel
  • Thomas White / Global Capital
  • Thomson Financial - Gradient
  • UBS
  • Wachovia Securities
  • Wasserman Morris & Company
  • Wedbush Morgan
  • When2Trade
  • William Blair & Co.
  • WR Hambrecht
  • Zacks Investment Research

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