Analyst moves · Analyst house
Bernstein analyst calls on stock perps
Every Bernstein rating change and price-target move on companies with stock perpetual futures, with the measured perp reaction after each call.
Moves on record108
Moves (30d)64
Stocks covered90
Measured outcomes97
Track record
Bernstein across all its coverage (TipRanks), plus the measured move of stock perps after its calls.| 12 months | 3 years | |
|---|---|---|
| Ratings | 4,813 | 10,889 |
| Analysts | 97 | 141 |
| Buy / hold / sell | 2785 / 1823 / 205 | 6249 / 4051 / 589 |
| Upgrades / downgrades / initiations | 61 / 56 / 132 | 203 / 187 / 314 |
| Price targets hit / missed | 1,047 / 3,306 (24%) | 3,631 / 6,474 (36%) |
| Avg. return after a rating (TipRanks) | -7.9% | +10.7% |
| Best / worst call | +800.0% / -100.0% | +13,512.9% / -100.0% |
After buy calls: median 21-day move +0.4% · vs S&P 500 -0.9% (n = 3,168) · targets hit within a year 60% (n = 1,845)
After sell calls: median 21-day move +2.0% · vs S&P 500 -0.2% (n = 272)
Analysts at Bernstein covering stock perps
- Min-Joo Kang2.5★ · 100% success · +14.4% excess return8 ratings on stock perps
- Dien Wang1.6★ · 100% success · +2.9% excess return1 ratings on stock perps
- Courtney Breen4.7★ · 95% success · +23.5% excess return302 ratings on stock perps
- John McDonald3.8★ · 82% success · +18.6% excess return1 ratings on stock perps
- Dean Rosenblum4.4★ · 82% success · +24.3% excess return27 ratings on stock perps
- Eve Burstein4.6★ · 78% success · +25.0% excess return42 ratings on stock perps
- Cristian Rios2.8★ · 78% success · +10.3% excess return18 ratings on stock perps
- Brendan Luecke3.6★ · 78% success · +27.8% excess return2 ratings on stock perps
- Mark Shmulik4.8★ · 74% success · +20.7% excess return200 ratings on stock perps
- Peter Weed4.9★ · 73% success · +26.3% excess return234 ratings on stock perps
- Mark Newman5★ · 72% success · +85.6% excess return96 ratings on stock perps
- Harshita Rawat4.4★ · 70% success · +10.7% excess return142 ratings on stock perps
TipRanks data via FMP
Bernstein analyst calls on stock perps
108 moves| Stock | Analyst | Action | Target / price | vs. perp price | 1h after | 24h after | When |
|---|---|---|---|---|---|---|---|
 $GE | Douglas Harned4.2★ · 48% success · +8.7% excess returnDouglas HarnedBernstein
| maintains Outperform | $421$314 | +34.1% Long | -0.3% | -1.7% | Oct 16, 12:56 |
 $EL | Cristian Rios | price target raised | $114$105 | +8.9% Long | -0.1% | -2.1% | Oct 16, 12:55 |
 $SKYD | Laurent Yoon1.6★ · 45% success · 0.0% excess returnLaurent YoonBernstein
| price target lowered | $12.00 → $6.00$10.40 | -42.3% Short | 0% | 0% | Oct 16, 10:17 |
 $UNH | Lance Wilkes4.6★ · 67% success · +13.0% excess returnLance WilkesBernstein
| price target lowered | $512 → $500$402 | +24.5% Long | +0.1% | -2% | Oct 16, 10:15 |
 $JNJ | Lee Hambright0.9★ · 49% success · -2.3% excess returnLee HambrightBernstein
| price target raised | $208 → $270$256 | +5.4% Long | -0.3% | -0.9% | Oct 15, 12:27 |
 $CLS | – | maintains Outperform | –$304 | – | -2.2% | +1.9% | Oct 15, 12:27 |
 $DPZ | Danilo Gargiulo0.3★ · 47% success · -6.0% excess returnDanilo GargiuloBernstein
| price target lowered | $390 → $340$309 | +10.1% Long | +1.6% | +2% | Oct 15, 12:25 |
 $RTX | Douglas Harned4.2★ · 48% success · +8.7% excess returnDouglas HarnedBernstein
| price target lowered | $223 → $214$194 | +10.5% Long | +0.6% | +0.5% | Oct 15, 10:25 |
 $FAST | Connor Cerniglia0.6★ · 12% success · -6.9% excess returnConnor CernigliaBernstein
| price target raised | $42.00 → $47.00$50.96 | -7.8% Short | +0.1% | -0.5% | Oct 15, 10:24 |
 $CAT | Chad Dillard | price target lowered | $749$732 | +2.3% Long | +0.4% | -4.4% | Oct 14, 12:00 |
| $UNH | Lance Wilkes | maintains Outperform | $512$402 | +27.5% Long | -0.1% | +4.3% | Oct 14, 11:17 |
 $NOC | Douglas Harned4.2★ · 48% success · +8.7% excess returnDouglas HarnedBernstein
| price target lowered | $620 → $556$520 | +6.9% Long | -0.4% | +3.1% | Oct 14, 10:29 |
 $LMT | Douglas Harned4.2★ · 48% success · +8.7% excess returnDouglas HarnedBernstein
| price target lowered | $629 → $564$550 | +2.6% Long | -0.1% | +3.9% | Oct 14, 10:29 |
 $GD | Douglas Harned4.2★ · 48% success · +8.7% excess returnDouglas HarnedBernstein
| price target lowered | $407 → $365$345 | +5.9% Long | -0.8% | +0.2% | Oct 14, 10:27 |
| $DPZ | Danilo Gargiulo0.3★ · 47% success · -6.0% excess returnDanilo GargiuloBernstein
| price target lowered | $390 → $340$309 | +10.1% Long | -0.2% | -0.3% | Oct 14, 10:24 |
 $BMY | – | maintains Market Perform | –$60.16 | – | +0.1% | +1.9% | Oct 13, 12:59 |
 $CHTR | Laurent Yoon1.6★ · 45% success · 0.0% excess returnLaurent YoonBernstein
| price target lowered | $150 → $120$111 | +8.6% Long | 0% | +4.4% | Oct 13, 10:50 |
 $CMCSA | Laurent Yoon1.6★ · 45% success · 0.0% excess returnLaurent YoonBernstein
| price target lowered | $28.00 → $23.00$21.96 | +4.7% Long | +0.1% | +0.6% | Oct 13, 10:50 |
 $VZ | Laurent Yoon1.6★ · 45% success · 0.0% excess returnLaurent YoonBernstein
| price target lowered | $47.00 → $45.00$44.67 | +0.8% Long | -1.2% | -2.1% | Oct 13, 10:49 |
 $TMUS | Laurent Yoon1.6★ · 45% success · 0.0% excess returnLaurent YoonBernstein
| price target lowered | $220 → $180$159 | +13.1% Long | +0.2% | +0.3% | Oct 13, 10:48 |
 $LYV | Ian S. Moore0.5★ · 43% success · -7.0% excess returnIan S. MooreBernstein
| price target raised | $215 → $220$167 | +31.6% Long | 0% | +1% | Oct 13, 10:46 |
 $T | Laurent Yoon1.6★ · 45% success · 0.0% excess returnLaurent YoonBernstein
| downgrade to Market Perform | $24.00$23.45 | +2.3% Long | pending | pending | Oct 13, 06:27 |
 $ABNB | Richard Clarke3.4★ · 54% success · +3.0% excess returnRichard ClarkeBernstein
| maintains Outperform | $217$172 | +25.9% Long | -0.3% | -0.2% | Oct 12, 12:53 |
 $BA | Douglas Harned4.2★ · 48% success · +8.7% excess returnDouglas HarnedBernstein
| price target lowered | $298 → $278$190 | +46.6% Long | +0.2% | -0.3% | Oct 12, 10:15 |
 $PEP | – | maintains Market Perform | –$132 | – | +0.2% | +0.4% | Oct 9, 13:22 |
 $TSM | Mark Li | maintains Outperform | $554$414 | +34% Long | +0.6% | -0.2% | Oct 8, 12:19 |
 $MCD | Danilo Gargiulo0.3★ · 47% success · -6.0% excess returnDanilo GargiuloBernstein
| price target lowered | $295 → $250$243 | +2.9% Long | +1.5% | +2.3% | Oct 8, 10:56 |
 $HWM | Douglas Harned | price target lowered | $298$229 | +30.3% Long | -1.6% | -3.4% | Oct 7, 12:02 |
 $JCI | Varun Govindaraj0.7★ · 26% success · -4.2% excess returnVarun GovindarajBernstein
| maintains Outperform | $190$148 | +28.3% Long | -2.5% | -2.5% | Oct 7, 12:02 |
 $BE | Sunaina Ocalan2.6★ · 63% success · +4.9% excess returnSunaina OcalanBernstein
| maintains Market Perform | $282$221 | +27.8% Long | +1.6% | -0.1% | Oct 7, 12:01 |
 $CARR | Varun Govindaraj0.7★ · 26% success · -4.2% excess returnVarun GovindarajBernstein
| price target lowered | $78.00 → $64.00$55.61 | +15.1% Long | -1.1% | -3.2% | Oct 7, 10:50 |
 $DAL | David Vernon4.5★ · 60% success · +9.2% excess returnDavid VernonBernstein
| price target lowered | $106 → $100$75.38 | +32.7% Long | -0.4% | -2.1% | Oct 7, 10:50 |
 $DIS | Annick Mass | maintains Outperform | $129$111 | +16% Long | 0% | -0.6% | Oct 6, 13:44 |
 $SMMT | Jeffrey Walch | maintains Market Perform | $11.90$14.63 | -18.7% Short | -2.9% | +3% | Oct 5, 12:19 |
 $LIN | James Hooper | maintains Outperform | $563$499 | +12.8% Long | +0.4% | +1% | Oct 5, 12:17 |
 $BSX | Analyst not disclosed | price target lowered | $60.00 → $54.00$44.31 | +21.9% Long | 0% | 0% | Oct 3, 13:29 |
 $NKE | Aneesha Sherman | price target lowered | $45.00$37.32 | +20.6% Long | -0.3% | +5.1% | Oct 2, 11:38 |
 $MU | Mark Li4.8★ · 58% success · +32.8% excess returnMark LiBernstein
| maintains Outperform | $1,300$877 | +48.3% Long | +0.5% | +5% | Oct 1, 13:21 |
 $VST | Sunaina Ocalan2.6★ · 63% success · +4.9% excess returnSunaina OcalanBernstein
| maintains Outperform | $181$151 | +19.6% Long | 0% | -1.6% | Oct 1, 13:20 |
 $UBER | Nikhil Devnani | maintains Outperform | $95.00$70.21 | +35.3% Long | -0.2% | -1.3% | Sep 30, 12:44 |
 $CCL | Richard Clarke | maintains Market Perform | $28.70$25.94 | +10.6% Long | +0.3% | -2.9% | Sep 30, 12:42 |
| $BA | Douglas Harned4.2★ · 48% success · +8.7% excess returnDouglas HarnedBernstein
| maintains Outperform | $298$190 | +57.1% Long | -1.3% | -2.9% | Sep 30, 12:36 |
 $GLW | Analyst not disclosed | coverage initiated at Market Perform | $140$132 | +5.7% Long | 0% | -1.5% | Sep 30, 10:21 |
 $CSCO | Analyst not disclosed | coverage initiated at Market Perform | $110$107 | +2.4% Long | +0.3% | +1.4% | Sep 30, 10:21 |
 $ANET | Analyst not disclosed | coverage initiated at Outperform | $250$177 | +41% Long | -0.3% | +0.8% | Sep 30, 10:20 |
 $CIEN | Analyst not disclosed | coverage initiated at Outperform | $440$335 | +31.3% Long | +0.3% | +0.1% | Sep 30, 10:20 |
 $COHR | Analyst not disclosed | coverage initiated at Outperform | $350$233 | +50.5% Long | +0.3% | +0.2% | Sep 30, 10:20 |
 $LITE | Analyst not disclosed | coverage initiated at Outperform | $1,220$824 | +48% Long | +0.1% | +0.9% | Sep 30, 10:20 |
| $CLS | – | coverage initiated at Outperform | $520$304 | +71.1% Long | -0.1% | -1% | Sep 30, 10:19 |
 $MRK | Courtney Breen | maintains Market Perform | $105$146 | -28.2% Short | -0.8% | -0.2% | Sep 29, 13:13 |
Source headlines via TheFly/StreetInsider (FMP). Reaction = venue-median perp move after our detection — an observation, not investment advice.