CFRA graded its own 2026 forecast calls at mid-year — see which ones outperformed, and which missed.

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Solutions
- Research Type
  - ETF Data & AnalyticsThe data and analytics you need to navigate the ETF universe.
  - ETF & Mutual Fund ResearchA forward focused, holistic approach to fund insights.
  - Forensic Accounting ResearchUnderstand implications of public company financial reporting.
  - Fundamental Equity ResearchGain a comprehensive view of global themes, industries, and companies.
  - Public Policy & Legal ResearchIdentify opportunity and risk driven by public policy and the courts.
  - Technical ResearchGiving you confidence to navigate any market cycle.
Who We Serve
- Client Type
  - Wealth ManagementFull-service Broker-Dealers, Online Broker-Dealers, Wealth Management Firms, Private Banks, RIAs
  - Institutional InvestorsHedge Funds, Asset Managers, Pension Funds, Sovereign Wealth Funds, Private Equity, Family Offices
  - Financial AdvisorsFinancial Advisors, Relationship Managers, Wealth Managers
  - Individual InvestorsSelf-directed individual investors
Blog
Insights
About
- About CFRA
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  - Careers
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Sector: materials

CFRA Called It: A Mid-Year Look-Back at the 2026 Annual Forecast

CFRA Called It: A Mid-Year Look-Back at the 2026 Annual Forecast

Fundamental, Research

Seven months into 2026, CFRA is grading its own Annual Forecast against the market and the wins were decisive.

Breaking Down the Copper Wall – An Opportunity for Photonics Providers

Breaking Down the Copper Wall – An Opportunity for Photonics Providers

Fundamental, Research

As data centers hit copper's physical limits, NVIDIA's shift to optical connectivity is creating a structural multi-year opportunity in photonics.

Copper: High-Conviction Buy on Multiyear Deficit Cycle

Copper: High-Conviction Buy on Multiyear Deficit Cycle

Fundamental, Research

Structural supply deficits and surging electrification demand make copper one of CFRA's highest-conviction commodity calls.

Gold in A Fractured World: The Strategic Case for Precious Metals

Gold in A Fractured World: The Strategic Case for Precious Metals

Fundamental, Research

Matthew Miller, CFA, maintains a bullish outlook on gold despite March’s 19% sell-off...