PerpEquities

Top analysts on stock perps · Analyst

Helen Fang (HSBC): analyst track record on stock perps

Helen Fang of HSBC on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.

Stars3.1★
Success50%
Excess return+6.7%
rank#4,785
Ratings30
ratings on stock perps10

Track record

TipRanks data via FMP
12 months3 years
Ratings1235
Stock919
Buy / hold / sell4 / 7 / 115 / 17 / 3
Upgrades / downgrades / initiations4 / 4 / 07 / 10 / 3
Price targets hit / missed5 / 7 (42%)18 / 16 (53%)
Avg. return after a rating (TipRanks)-6.9%+8.9%
Best / worst call+12.8% / -31.0%+190.2% / -47.9%

After buy calls: not enough measured cases yet

Current calls on stock perps

StockCallTargetvs last closeDate
$CGNX Cognex CorporationHold · Downgraded$65.00+17.0%Aug 10, 2026
$ISRG Intuitive Surgical, Inc.Hold · Downgraded$391-13.6%Jul 30, 2026

Recent ratings

  • Aug 10, 2026 $CGNX: Downgraded · Hold · $65.00 · article
  • Jul 30, 2026 $ISRG: Downgraded · Hold · $391 · article
  • Feb 16, 2026 $CGNX: Upgraded · Buy · $68.00 · article
  • Nov 6, 2025 $CAT: Upgraded · Buy · $660 · article
  • Feb 21, 2025 $CGNX: Downgraded · Hold · $33.00 · article
  • May 7, 2024 $CGNX: Upgraded · Buy · $52.00 · article
  • Apr 30, 2024 $CAT: Maintained · Hold · $360 · article
  • Nov 20, 2023 $DE: Maintained · Buy · article
  • Nov 20, 2023 $CAT: Initiated · Hold · $250 · article
  • Nov 17, 2023 $ISRG: Initiated · Buy · $318 · article

Helen Fang3.1★ · 50% success · +6.7% excess return · TipRanks data via FMP · Source headlines via TheFly/StreetInsider (FMP). Reaction = venue-median perp move after our detection — an observation, not investment advice.