PerpEquitiesTop 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★
Success50%
Excess return+6.8%
rank#5,005
Ratings30
ratings on stock perps10
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 10 | 34 |
| Stock | 8 | 19 |
| Buy / hold / sell | 4 / 5 / 1 | 15 / 16 / 3 |
| Upgrades / downgrades / initiations | 4 / 2 / 0 | 7 / 8 / 3 |
| Price targets hit / missed | 2 / 8 (20%) | 16 / 16 (50%) |
| Avg. return after a rating (TipRanks) | -4.1% | +14.5% |
| Best / worst call | +22.0% / -33.9% | +222.0% / -40.4% |
After buy calls: median 21-day move +1.6% · vs S&P 500 -0.3% · targets hit within a year 100% (n = 10)
Current calls on stock perps
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★ · 50% success · +6.8% 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.