Which stocks have been upgraded in April

Screening Filters

1. analyst_action: ['Upgrade']

   • Purpose: Limit results to stocks that have received an analyst upgrade (e.g., from Hold to Buy, or from Buy to Strong Buy).
   • Rationale: Your question is specifically about “stocks [that] have been upgraded,” so this is the core filter. It excludes downgrades, initiations, reiterations, or other rating actions and focuses solely on upgrades.

2. list_exchange: ['XNYS', 'XNAS', 'XASE']

   • Purpose: Restrict the universe to U.S.-listed stocks on:
     • XNYS – New York Stock Exchange
     • XNAS – Nasdaq
     • XASE – NYSE American (formerly AMEX)
   • Rationale: These are the major U.S. exchanges where most widely followed and well-covered stocks trade. Using this filter aligns the results with the most liquid, commonly tracked names. It also ensures that the analyst rating data is more consistent and reliable.

3. earnings_date: {} (no constraint)

   • Purpose: Do not filter based on earnings dates.
   • Rationale: Your question is only about analyst upgrades in April and does not mention earnings timing. Leaving earnings_date unconstrained prevents accidentally excluding upgrades that occurred in April but were not tied to an earnings release date.

Why Results Match Your Question

• The analyst_action = Upgrade filter directly targets the event you care about: analyst upgrades.
• The exchange filter focuses on major U.S. markets, which is a sensible default unless you specify other regions or OTC/pink-sheet stocks.
• With no earnings-date restriction, all upgrades in the relevant period can show up, whether or not they were earnings-related.

The time aspect (“in April”) would typically be handled by an internal date filter on the analyst-action date (not shown in the filter snippet you see). Combined, these filters aim to return stocks listed on major U.S. exchanges that received analyst upgrades during April.