Stifel

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Period: 16 Apr 2025 → 16 Apr 2026 | Total tips: 37
Coverage
35
in 16 Apr 2025 → 16 Apr 2026
Tips (30d)
37 (21)
Avg upside
32.6%
Up/Down ratio
latest vs previous per EPIC
Period
16 Apr 2025 → 16 Apr 2026

Activity timeline

Recommendation Mix

Coverage universe (top companies)

Company EPIC Tips Date (latest) Recommendation Latest target Current price Upside %
Grafton Group PLC GFTU 2 19/03/2026 Buy 1175p 934.8p 25.7%
Supermarket Income Reit PLC SUPR 2 11/03/2026 Buy 95p 84.7p 12.2%
Ashtead Technology Holdings PLC AT. 1 19/03/2026 Buy 600p 503.6p 19.1%
Atome Energy PLC ATOM 1 30/10/2025 Buy 130p 78p 66.7%
Barratt Redrow BTRW 1 15/04/2026 Buy 365p 268.3p 36.0%
Bellway PLC BWY 1 26/03/2026 Hold 1900p 1973p -3.7%
Breedon Group PLC BREE 1 31/03/2026 Buy 415p 316.4p 31.2%
BTG PLC BTG 1 11/03/2026 Buy 160p 116.5p 37.3%
Capital Ltd CAPD 1 19/03/2026 Buy 200p 125p 60.0%
Cirata CRTA 1 31/03/2026 Buy 44p
Concurrent Technologies PLC CNC 1 15/04/2026 Buy 250p 213.5p 17.1%
ConvaTec Group PLC CTEC 1 11/03/2026 Buy 315p 236.6p 33.1%
Crest Nicholson Holdings Ltd CRST 1 26/03/2026 Hold 125p 108p 15.7%
Derwent London PLC DLN 1 31/03/2026 Hold 1650p 1760p -6.2%
Diploma PLC DPLM 1 19/03/2026 Buy 6800p 6760p 0.6%

Target accuracy

Hits (first reach of target)
Date Company Tip Target Hit Days
Misses (@ 90d window)
Date Company Tip Target Px@Eval Gap%
19/03 Jadestone Energy Inc 30.7p 70p 30.7p 56.1%
30/10 Atome Energy PLC 62p 130p 62p 52.3%
05/03 Vistry Group PLC 470p 610p 334.4p 45.2%
26/03 Franchise Brands PLC 121p 210p 121p 42.4%
05/03 Republic Services Inc. 78.6p 110p 65p 40.9%
19/03 Capital Ltd 122p 200p 122p 39.0%
11/03 Oxford BioMedica PLC 637p 950p 602p 36.6%
19/03 Ashtead Technology Holdings PLC 396p 600p 396p 34.0%
05/03 Rose Petroleum PLC 328p 500p 349p 30.2%
31/03 Breedon Group PLC 298p 415p 298p 28.2%
05/03 Taylor Wimpey PLC 100.55p 120p 87.72p 26.9%
15/04 Barratt Redrow 267.3p 365p 268.3p 26.5%
11/03 BTG PLC 118p 160p 118p 26.2%
11/03 ConvaTec Group PLC 236.2p 315p 234p 25.7%
05/03 Grafton Group PLC 938.2p 1175p 921.5p 21.6%
19/03 Grafton Group PLC 921.5p 1175p 921.5p 21.6%
05/03 Vertu Motors PLC 60p 76p 60p 21.1%
26/03 RS Group PLC 564.5p 700p 557p 20.4%
05/03 Rentokil Initial PLC 471.2p 390p 468.2p 20.1%
26/03 TT Electronics PLC 110p 145p 120p 17.2%
Biggest calls (by implied upside)
Date Company Tip Target Upside%
19/03 Jadestone Energy Inc 30.7p 70p 128.0%
30/10 Atome Energy PLC 62p 130p 109.7%
26/03 Franchise Brands PLC 121p 210p 73.6%
19/03 Capital Ltd 122p 200p 63.9%
05/03 Rose Petroleum PLC 328p 500p 52.4%
19/03 Ashtead Technology Holdings PLC 396p 600p 51.5%
11/03 Oxford BioMedica PLC 637p 950p 49.1%
05/03 Republic Services Inc. 78.6p 110p 39.9%
31/03 Breedon Group PLC 298p 415p 39.3%
15/04 Barratt Redrow 267.3p 365p 36.6%
11/03 BTG PLC 118p 160p 35.6%
11/03 ConvaTec Group PLC 236.2p 315p 33.4%
26/03 TT Electronics PLC 110p 145p 31.8%
05/03 Vistry Group PLC 470p 610p 29.8%
19/03 Grafton Group PLC 921.5p 1175p 27.5%
05/03 Vertu Motors PLC 60p 76p 26.7%
05/03 Grafton Group PLC 938.2p 1175p 25.2%
26/03 RS Group PLC 564.5p 700p 24.0%
15/04 Concurrent Technologies PLC 206p 250p 21.4%
19/03 Energean PLC 921.5p 1100p 19.4%

Big moves (Top 10)

Date Company EPIC Price at Tip Target Upside % Opinion
19/03/2026 Jadestone Energy Inc JSE 30.7p 70p +128.01% Buy
30/10/2025 Atome Energy PLC ATOM 62p 130p +109.68% Buy
26/03/2026 Franchise Brands PLC FRAN 121p 210p +73.55% Buy
19/03/2026 Capital Ltd CAPD 122p 200p +63.93% Buy
19/03/2026 Ashtead Technology Holdings PLC AT. 396p 600p +51.52% Buy
11/03/2026 Oxford BioMedica PLC OXB 637p 950p +49.14% Buy
05/03/2026 Republic Services Inc. RSG 78.6p 110p +39.95% Buy
31/03/2026 Breedon Group PLC BREE 298p 415p +39.26% Buy
15/04/2026 Barratt Redrow BTRW 267.3p 365p +36.55% Buy
11/03/2026 BTG PLC BTG 118p 160p +35.59% Buy

Quality of coverage by sector

Sector Companies Tips Share (%) Avg upside (%) Last tip
Household Goods and Home Construction 5 5 13.9 21.3 15/04/2026
Oil: Crude Producers 5 5 13.9 70.4 31/03/2026
Real Estate Investment Trusts 4 5 13.9 11.4 15/04/2026
Support Services 4 5 13.9 23.4 26/03/2026
Pharmaceuticals and Biotechnology 3 3 8.3 34.4 15/04/2026
General Retailers 2 2 5.6 50.1 26/03/2026
N/A 2 2 5.6 24.1 11/03/2026
Construction and Materials 1 1 2.8 39.3 31/03/2026
Electricity 1 1 2.8 109.7 30/10/2025
Electronic and Electrical Equipment 1 1 2.8 31.8 26/03/2026
Equity Investment Instruments 1 1 2.8 0.0 30/10/2025
Health Care Equipment and Services 1 1 2.8 33.4 11/03/2026
Industrial Engineering 1 1 2.8 1.8 11/03/2026
Oil Equipment and Services 1 1 2.8 51.5 19/03/2026
Software and Computer Services 1 1 2.8 12.1 19/03/2026
Technology Hardware and Equipment 1 1 2.8 21.4 15/04/2026

Broker Tips

Date EPIC Company Opinion Price Old Target New Target Type
15/04/2026 BTRW Barratt Redrow Buy 267.3p 365p 365p Reiteration
15/04/2026 CNC Concurrent Technologies PLC Buy 206p 250p 250p Reiteration
15/04/2026 GPE Great Portland Estates PLC Hold 321.6p 370p 370p Reiteration
15/04/2026 HVO Hvivo PLC Hold 8.45p 10p 10p Reiteration
15/04/2026 PHP Primary Health Properties PLC Buy 95.1p 105p 105p Reiteration
31/03/2026 BREE Breedon Group PLC Buy 298p 430p 415p Reiteration
31/03/2026 CRTA Cirata Buy 44p New Coverage
31/03/2026 DLN Derwent London PLC Hold 1572p 1925p 1650p Reiteration
31/03/2026 SQZ Serica Energy PLC Buy 294p 266p 281p Reiteration
26/03/2026 BWY Bellway PLC Hold 1839p 2280p 1900p Reiteration
26/03/2026 CRST Crest Nicholson Holdings Ltd Hold 106.3p 125p 125p Reiteration
26/03/2026 FRAN Franchise Brands PLC Buy 121p 260p 210p Reiteration
26/03/2026 RS1 RS Group PLC Buy 564.5p 700p 700p Reiteration
26/03/2026 TTG TT Electronics PLC Buy 110p 145p 145p Reiteration
19/03/2026 AT. Ashtead Technology Holdings PLC Buy 396p 600p 600p Reiteration
19/03/2026 CAPD Capital Ltd Buy 122p 200p 200p Reiteration
19/03/2026 DPLM Diploma PLC Buy 5815p 6200p 6800p Reiteration
19/03/2026 ENOG Energean PLC Buy 921.5p 1100p 1100p Reiteration
19/03/2026 FDM FDM Group Holdings PLC Hold 116p 174p 130p Reiteration
19/03/2026 GFTU Grafton Group PLC Buy 921.5p 1175p 1175p Reiteration
19/03/2026 JSE Jadestone Energy Inc Buy 30.7p 70p 70p Reiteration
11/03/2026 BTG BTG PLC Buy 118p 160p 160p Reiteration
11/03/2026 CTEC ConvaTec Group PLC Buy 236.2p 315p 315p Reiteration
11/03/2026 OXB Oxford BioMedica PLC Buy 637p 950p 950p Reiteration
11/03/2026 RBW Rainbow Rare Earths Limited NPV Buy 27.7p 30p 30p Reiteration
11/03/2026 SPX Spirax-Sarco Engineering PLC Hold 7120p 6450p 7250p Reiteration
11/03/2026 SUPR Supermarket Income Reit PLC Buy 82.6p 95p 95p Reiteration
05/03/2026 GFTU Grafton Group PLC Buy 938.2p 1175p Reiteration
05/03/2026 RTO Rentokil Initial PLC Hold 471.2p 390p 390p Reiteration
05/03/2026 RSG Republic Services Inc. Buy 78.6p 110p 110p Reiteration
05/03/2026 ROSE Rose Petroleum PLC Buy 420p 500p Reiteration
05/03/2026 TW. Taylor Wimpey PLC Buy 100.55p 120p 120p Reiteration
05/03/2026 VTU Vertu Motors PLC Buy 60p 78p 76p Reiteration
05/03/2026 VTY Vistry Group PLC Buy 470p 670p 610p Upgrade
30/10/2025 ATOM Atome Energy PLC Buy 62p 130p Reiteration
30/10/2025 HVPE Harbourvest Global Private Equity Ltd Buy 3030p Reiteration
28/10/2025 SUPR Supermarket Income Reit PLC Buy 0p 90p 95p Reiteration
04/09/2024 DS Smith Hold 498p 480p Downgrade
04/09/2024 WOSG Watches Of Switzerland Group PLC Hold 386.79p 430p Reiteration
08/03/2024 SXS Spectris PLC Sell 3361.25p 8500p Downgrade
09/02/2023 BME B&M European Value Retail SA Hold 483.42p 500p Downgrade
10/05/2021 MRL Marlowe PLC Buy 780p 840p 870p Reiteration
10/05/2021 POLX Polarean Imaging PLC Buy Reiteration
10/05/2021 SAFE Safestore Holdings PLC Hold 939.6p Reiteration
07/05/2021 HWDN Howden Joinery Group PLC Buy 805.39p 800p 875p Reiteration
07/05/2021 SMP St Modwen Properties PLC Hold 450p 542p Downgrade
07/05/2021 TRN Trainline PLC Buy 439p 525p 510p Reiteration
07/05/2021 VCT Victrex PLC Buy 2359.88p Reiteration
07/05/2019 ESNT Essentra PLC Hold 396.97p Downgrade
25/03/2019 FSTA Fuller Smith & Turner PLC Buy 1250p Reiteration
25/03/2019 GNK Greene King PLC Hold 680p Reiteration
25/03/2019 MARS Marston's PLC Hold 100.53p 100p Reiteration
25/03/2019 RTN Restaurant Group (The) PLC Buy 170p Reiteration
25/03/2019 YNGA Young & Co's Brewery Buy 1800p New Coverage
06/08/2018 MTO Mitie Group PLC Buy 80.73p 186p Upgrade
19/06/2018 DEB Debenhams PLC Hold 20p Reiteration
16/04/2018 WTB Whitbread PLC Buy 3618.44p 4300p 4300p Reiteration
24/09/2017 TLW Tullow Oil PLC Hold 180p 180p Upgrade
11/07/2017 CLLN Carillion PLC Hold 290p 114p Downgrade
06/12/2016 BRSN Berendsen PLC Sell 710p Downgrade
25/06/2015 ANTO Antofagasta PLC Hold 717.55p New Coverage
19/06/2015 AGK Aggreko PLC Sell 1500p 1320p Reiteration
19/06/2015 AHT Ashtead Group PLC Buy 1118.1p 1500p New Coverage
19/06/2015 BWNG Brown (N) Group PLC Sell 289p Reiteration
19/06/2015 CAML Central Asia Metals PLC Buy 186.65p 240p Reiteration