Screening Filters
Market Cap ≥ $5 Billion (market_cap: {'min': '5000000000'})
- Purpose: Focus on larger, more established companies.
- Rationale:
- Your original request was for “strong analyst rating with recent upgrade in rating with highest upside potential.”
- Larger caps tend to have broader analyst coverage and more reliable consensus ratings and target prices.
- This reduces noise from very small or illiquid stocks where a single analyst can skew ratings or price targets.
Major U.S. Exchanges (list_exchange: ['XNYS', 'XNAS', 'XASE'])
- Purpose: Limit results to stocks listed on NYSE, NASDAQ, and NYSE American.
- Rationale:
- These exchanges host most of the highly followed U.S. companies where analyst coverage is strongest.
- It improves data quality and liquidity, which matters when you’re ranking by analyst ratings and upside potential.
Region = United States (region: ['United States'])
- Purpose: Restrict the universe to U.S.-domiciled companies.
- Rationale:
- Aligns with the exchange filters and focuses on a single regulatory and reporting framework.
- Analyst rating methodologies and target price conventions can vary internationally; sticking to one region makes the “Strong Buy” and upside metrics more comparable when selecting “top 10” names.
Analyst Consensus = Strong Buy (analyst_consensus: ['Strong Buy'])
- Purpose: Capture stocks with the most favorable overall analyst sentiment.
- Rationale:
- This directly targets your request for “strong analyst rating.”
- Consensus “Strong Buy” usually means a high ratio of Buy vs Hold/Sell ratings, reflecting broad positive conviction among analysts, not just a single outlier.
Recent Analyst Upgrade (analyst_action: ['Upgrade'])
- Purpose: Include only stocks that have had a recent rating upgrade.
- Rationale:
- This is how we operationalize your requirement for a “recent upgrade in rating.”
- An “Upgrade” flag means at least one covering analyst has moved the rating up (e.g., Hold → Buy, Buy → Strong Buy) in the recent period tracked by the data provider.
- While we don’t expose the exact timeframe (e.g., “within last 7 days”) in this filter, using the “Upgrade” event is the standard way to capture “recently improved” sentiment.
Target Price Upside Potential > Current Price (target_price_upside_potential: ['MoreAbovePrice'])
- Purpose: Ensure the consensus target price is meaningfully above the current market price.
- Rationale:
- This implements your “highest upside potential” requirement.
- “MoreAbovePrice” selects stocks where analysts’ average target price is higher than the current price by a material margin.
- When combined with sorting (which your previous query did: sort by
target_price_upside_potential in descending order), this lets you pull the “top 10” names with the greatest expected upside among those with Strong Buy ratings and recent upgrades.
Why Results Match Your Request
- “Strong analyst rating” is addressed by the
analyst_consensus: Strong Buy filter, which selects only the most favorably rated stocks.
- “Recent upgrade in rating” is captured by the
analyst_action: Upgrade filter, focusing on names where sentiment has improved recently.
- “Highest upside potential” is implemented via
target_price_upside_potential: MoreAbovePrice, and in your earlier screener by sorting descending on that field—this is exactly what’s needed to extract the top 10 by upside.
- Quality and reliability of data are supported by the market cap, exchange, and U.S. region filters, ensuring that the stocks you’re ranking have robust analyst coverage and more dependable target prices.
All the filters used are supported and align well with your query. Where your request is qualitative (“recent” or “highest”), we’ve used the closest available quantitative proxies (upgrade event + upside % sorting), which is the standard way to operationalize that type of request in a screener.
This list is generated based on data from one or more third party data providers. It is provided for informational purposes only by Intellectia.AI, and is not investment advice or a recommendation. Intellectia does not make any warranty or guarantee relating to the accuracy, timeliness or completeness of any third-party information, and the provision of this information does not constitute a recommendation.