PerpEquities

Top analysts on stock perps · Analyst

Stephen Bersey (HSBC): analyst track record on stock perps

Stephen Bersey 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.

Stars4.8★
Success70%
Excess return+17.7%
rank#520
Ratings166
ratings on stock perps90

Track record

TipRanks data via FMP
12 months3 years
Ratings3598
Stock2634
Buy / hold / sell15 / 14 / 635 / 44 / 19
Upgrades / downgrades / initiations10 / 13 / 032 / 32 / 0
Price targets hit / missed12 / 23 (34%)53 / 44 (55%)
Avg. return after a rating (TipRanks)+14.8%+75.8%
Best / worst call+149.5% / -37.1%+847.2% / -52.5%

After buy calls: median 21-day move +0.9% · vs S&P 500 +1.5% (n = 33)

Current calls on stock perps

StockCallTargetvs last closeDate
$ADBE Adobe Inc.Hold · Downgraded$267+4.9%Oct 13, 2026
$AKAM Akamai Technologies, Inc.Hold · Downgraded$123+25.3%Aug 10, 2026
$IBM International Business MachinesSell · Downgraded$191-24.6%Jul 14, 2026
$FTNT FortinetSell · Downgraded$102-44.4%Jun 29, 2026
$ZM Zoom Communications Inc.Buy · Maintained$133+35.7%Jun 2, 2026
$SNOW Snowflake Inc.Buy · Upgraded$289-13.3%May 28, 2026
$CSCO Cisco Systems, Inc.Buy · Upgraded$137+24.3%May 14, 2026
$PLTR Palantir Technologies Inc.Hold · Downgraded$151-24.1%May 1, 2026

Recent ratings

  • Oct 13, 2026 $ADBE: Downgraded · Hold · $267 · article
  • Oct 13, 2026 $ADBE: Downgraded · Hold · $267 · article
  • Aug 10, 2026 $AKAM: Downgraded · Hold · $123 · article
  • Jul 14, 2026 $IBM: Downgraded · Sell · $191 · article
  • Jul 2, 2026 $ADBE: Upgraded · Buy · $308 · article
  • Jun 29, 2026 $FTNT: Downgraded · Sell · $102 · article
  • Jun 2, 2026 $ZM: Maintained · Buy · $133 · article
  • May 28, 2026 $SNOW: Upgraded · Buy · $289 · article
  • May 14, 2026 $CSCO: Upgraded · Buy · $137 · article
  • May 1, 2026 $PLTR: Downgraded · Hold · $151 · article
  • Feb 13, 2026 $ADBE: Maintained · Hold · $302 · article
  • Feb 13, 2026 $GLW: Maintained · Buy · $135 · article
  • Feb 13, 2026 $DOCU: Maintained · Hold · $53.00 · article
  • Feb 12, 2026 $CRWD: Upgraded · Buy · $112 · article
  • Feb 3, 2026 $PLTR: Upgraded · Buy · $205 · article
  • Nov 20, 2025 $PANW: Downgraded · Sell · $157 · article
  • Nov 5, 2025 $PLTR: Maintained · Hold · $197 · article
  • Oct 1, 2025 $ADSK: Upgraded · Buy · $388 · article
  • Aug 14, 2025 $CSCO: Downgraded · Hold · $69.00 · article
  • Aug 6, 2025 $PLTR: Maintained · Hold · $181 · article

Stephen Bersey4.8★ · 70% success · +17.7% 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.