PerpEquitiesTop 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★
Success71%
Excess return+18.5%
rank#593
Ratings165
ratings on stock perps75
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 29 | 110 |
| Stock | 26 | 35 |
| Buy / hold / sell | 15 / 9 / 5 | 41 / 49 / 20 |
| Upgrades / downgrades / initiations | 11 / 7 / 0 | 32 / 26 / 19 |
| Price targets hit / missed | 13 / 16 (45%) | 63 / 46 (58%) |
| Avg. return after a rating (TipRanks) | +5.2% | +67.6% |
| Best / worst call | +115.6% / -46.7% | +936.6% / -81.4% |
After buy calls: median 21-day move +0.7% · vs S&P 500 -0.8% · targets hit within a year 71% (n = 75)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $IBM International Business Machines | Sell · Downgraded | $191 | -18.4% | Jul 14, 2026 |
| $ADBE Adobe Inc. | Buy · Upgraded | $308 | +23.8% | Jul 2, 2026 |
| $FTNT Fortinet | Sell · Downgraded | $102 | -35.8% | Jun 29, 2026 |
| $ZM Zoom Communications Inc. | Buy · Maintained | $133 | +39.3% | Jun 2, 2026 |
| $SNOW Snowflake Inc. | Buy · Upgraded | $289 | -12.3% | May 28, 2026 |
| $CSCO Cisco Systems, Inc. | Buy · Upgraded | $137 | +27.5% | May 14, 2026 |
| $PLTR Palantir Technologies Inc. | Hold · Downgraded | $151 | -9.0% | May 1, 2026 |
Recent ratings
- 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 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
- Jul 30, 2025 $GLW: Maintained · Buy · $66.00 · article
- May 1, 2025 $TWLO: Upgraded · Hold · $99.00 · article
- May 5, 2025 $TWLO: Maintained · Hold · $99.00 · article
- Apr 25, 2025 $IBM: Maintained · Sell · $190 · article
Stephen Bersey4.8★ · 71% success · +18.5% 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.