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 outcomes95
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 |
|---|---|---|---|---|---|---|---|
 $ORLY | Zhihan Ma3.6★ · 62% success · +5.0% excess returnZhihan MaBernstein
| coverage initiated at Market Perform | $94.00$86.51 | +8.7% Long | pending | pending | Sep 29, 09:27 |
 $SPCX | Douglas Harned4.2★ · 48% success · +8.7% excess returnDouglas HarnedBernstein
| maintains Outperform | $248$146 | +70% Long | +0.9% | -0.5% | Sep 28, 13:20 |
 $VRT | Varun Govindaraj | maintains Outperform | $368$205 | +79.2% Long | -1.3% | +1% | Sep 28, 13:19 |
 $MRNA | Courtney Breen4.7★ · 95% success · +23.5% excess returnCourtney BreenBernstein
| maintains Market Perform | $45.00$214 | -79% Short | -1.1% | +1.7% | Sep 25, 12:09 |
 $MCD | Danilo Gargiulo | maintains Market Perform | $295$243 | +21.6% Long | +0.3% | +0.7% | Sep 25, 12:05 |
 $AAPL | Mark Newman | maintains Outperform | $370$344 | +7.7% Long | -0.3% | +1.1% | Sep 25, 11:27 |
 $COST | Zhihan Ma3.6★ · 62% success · +5.0% excess returnZhihan MaBernstein
| price target lowered | $1,144 → $1,143$985 | +16% Long | -0.5% | +3.4% | Sep 25, 10:19 |
 $MMM | Varun Govindaraj0.7★ · 26% success · -4.2% excess returnVarun GovindarajBernstein
| upgrade to Market Perform | $145 → $171$168 | +2.1% Long | pending | pending | Sep 25, 09:34 |
 $PWR | Chad Dillard4.2★ · 60% success · +6.6% excess returnChad DillardBernstein
| upgrade to Outperform⚠ | $725 → $775$631 | +22.8% Long | -0.8% | +1.4% | Sep 24, 05:50 |
 $RCL | Richard Clarke3.4★ · 54% success · +3.0% excess returnRichard ClarkeBernstein
| maintains Outperform | $355$226 | +56.9% Long | pending | pending | Sep 23, 14:15 |
 $RTX | Douglas Harned4.2★ · 48% success · +8.7% excess returnDouglas HarnedBernstein
| price target lowered | $232 → $223$194 | +15% Long | -0.1% | -0.2% | Sep 23, 10:30 |
 $NOC | Douglas Harned4.2★ · 48% success · +8.7% excess returnDouglas HarnedBernstein
| price target lowered | $653 → $620$519 | +19.4% Long | +0.7% | +0.9% | Sep 23, 10:30 |
 $GD | Douglas Harned4.2★ · 48% success · +8.7% excess returnDouglas HarnedBernstein
| price target lowered | $421 → $407$345 | +18% Long | -0.1% | -0.1% | Sep 23, 10:28 |
 $APH | Varun Govindaraj0.7★ · 26% success · -4.2% excess returnVarun GovindarajBernstein
| coverage initiated at Outperform | $99.00$78.82 | +25.6% Long | -0.2% | -2.5% | Sep 23, 06:46 |
 $FTNT | Peter Weed4.9★ · 73% success · +26.3% excess returnPeter WeedBernstein
| price target raised | $102 → $145$175 | -17.2% Short | pending | pending | Sep 17, 10:23 |
 $OKTA | Peter Weed4.9★ · 73% success · +26.3% excess returnPeter WeedBernstein
| downgrade to Market Perform | $143 → $174$188 | -7.5% Short | +0.5% | +3.7% | Sep 17, 10:23 |
 $CRWD | Peter Weed4.9★ · 73% success · +26.3% excess returnPeter WeedBernstein
| price target raised | $119 → $132$228 | -42.1% Short | -0.3% | +2.1% | Sep 17, 10:22 |
 $S | Peter Weed4.9★ · 73% success · +26.3% excess returnPeter WeedBernstein
| downgrade to Market Perform | $21.00 → $25.00$23.17 | +7.9% Long | pending | pending | Sep 17, 10:21 |
 $NET | Peter Weed4.9★ · 73% success · +26.3% excess returnPeter WeedBernstein
| price target raised | $164 → $181$297 | -39% Short | +0.1% | +2.8% | Sep 17, 10:21 |
 $PANW | Peter Weed4.9★ · 73% success · +26.3% excess returnPeter WeedBernstein
| downgrade to Market Perform | $253 → $351$343 | +2.2% Long | -0.1% | +0.9% | Sep 17, 10:20 |
 $ZS | Peter Weed4.9★ · 73% success · +26.3% excess returnPeter WeedBernstein
| price target raised | $224 → $298$206 | +44.8% Long | -0.1% | +3.3% | Sep 17, 10:19 |
 $GEV | Analyst not disclosed | maintains Outperform | $1,298$918 | +41.4% Long | +2.7% | +4.3% | Sep 16, 12:54 |
 $TKO | Ian S. Moore0.5★ · 43% success · -7.0% excess returnIan S. MooreBernstein
| price target raised | $235 → $240$182 | +31.6% Long | 0% | 0% | Sep 16, 10:27 |
 $LIN | James Hooper3.5★ · 70% success · +5.9% excess returnJames HooperBernstein
| price target lowered | $564 → $563$500 | +12.7% Long | +0.1% | +1.3% | Sep 11, 13:34 |
 $SHOP | – | coverage initiated at Outperform | $160$171 | -6.4% Short | +0.3% | +1.3% | Sep 10, 20:12 |
 $CTAS | Connor Cerniglia0.6★ · 12% success · -6.9% excess returnConnor CernigliaBernstein
| maintains Market Perform | $200$200 | -0.1% Short | pending | pending | Sep 10, 13:12 |
 $NOW | Peter Weed4.9★ · 73% success · +26.3% excess returnPeter WeedBernstein
| maintains Outperform | $248$142 | +74.9% Long | -1.2% | -2.8% | Sep 9, 12:27 |
 $GE | – | maintains Outperform | –$314 | – | -3% | -2.7% | Sep 9, 12:27 |
 $LOW | Zhihan Ma3.6★ · 62% success · +5.0% excess returnZhihan MaBernstein
| price target lowered | $261 → $254$201 | +26.5% Long | pending | pending | Sep 9, 12:14 |
 $VALE | Analyst not disclosed | price target raised | $12.00 → $12.50$13.08 | -4.4% Short | +0.5% | -2.2% | Sep 9, 10:56 |
 $RIO | Bob Brackett4.8★ · 61% success · +16.6% excess returnBob BrackettBernstein
| price target raised | $88.50 → $89.50$90.60 | -1.2% Short | +4.4% | +7.4% | Sep 9, 10:55 |
 $NEM | Bob Brackett4.8★ · 61% success · +16.6% excess returnBob BrackettBernstein
| price target lowered | $147 → $144$118 | +21.9% Long | +0.1% | -1.9% | Sep 9, 10:55 |
 $FCX | Bob Brackett4.8★ · 61% success · +16.6% excess returnBob BrackettBernstein
| price target lowered | $50.00 → $47.00$69.73 | -32.6% Short | -0.4% | -8.2% | Sep 9, 10:54 |
 $QCOM | Stacy Rasgon5★ · 65% success · +31.4% excess returnStacy RasgonBernstein
| maintains Market Perform | $165$172 | -3.9% Short | +0.2% | -0.2% | Sep 9, 07:22 |
 $HOOD | Gautam Chhugani4.6★ · 43% success · +20.8% excess returnGautam ChhuganiBernstein
| maintains Outperform | $160$98.48 | +62.5% Long | -0.7% | -5.1% | Sep 8, 13:12 |
 $BABA | Robin Zhu2.8★ · 39% success · +2.0% excess returnRobin ZhuBernstein
| price target lowered | $180 → $165$109 | +51.2% Long | -0.2% | -0.6% | Sep 7, 06:10 |
| $COST | Zhihan Ma3.6★ · 62% success · +5.0% excess returnZhihan MaBernstein
| price target lowered | $1,194 → $1,144$985 | +16.1% Long | 0% | -0.7% | Sep 4, 11:06 |
 $LULU | Aneesha Sherman2.3★ · 41% success · +0.6% excess returnAneesha ShermanBernstein
| price target lowered | $145 → $115$96.85 | +18.7% Long | 0% | -15.9% | Sep 4, 10:55 |
 $DKNG | Ian S. Moore0.5★ · 43% success · -7.0% excess returnIan S. MooreBernstein
| price target raised | $27.00 → $29.00$18.85 | +53.9% Long | +0.8% | -0.4% | Sep 3, 11:03 |
 $GTLB | Peter Weed4.9★ · 73% success · +26.3% excess returnPeter WeedBernstein
| maintains Outperform | $60.00$52.81 | +13.6% Long | +4.1% | -1.5% | Sep 2, 13:07 |
 $UNH | Lance Wilkes | maintains Outperform | $512$402 | +27.5% Long | 0% | -0.1% | Sep 2, 13:04 |
 $MDB | Firoz Valliji2.7★ · 50% success · +4.8% excess returnFiroz VallijiBernstein
| price target raised | $449 → $484$339 | +43% Long | -1.7% | -0.7% | Sep 2, 11:43 |
 $DELL | Mark Newman5★ · 72% success · +85.6% excess returnMark NewmanBernstein
| price target raised | $500 → $650$457 | +42.1% Long | +0.7% | +5.3% | Sep 2, 11:42 |
 $NIO | Eunice Lee2.3★ · 42% success · +1.2% excess returnEunice LeeBernstein
| price target lowered | $6.00 → $5.00$3.42 | +46.4% Long | -0.1% | -2.4% | Sep 2, 11:41 |
 $ORCL | Mark Moerdler4.8★ · 68% success · +14.2% excess returnMark MoerdlerBernstein
| maintains Outperform | $325$128 | +153.3% Long | +3.6% | +4.9% | Sep 2, 11:27 |
| $PANW | Peter Weed4.9★ · 73% success · +26.3% excess returnPeter WeedBernstein
| maintains Outperform | $253$343 | -26.3% Short | -0.1% | -8.2% | Sep 2, 06:28 |
 $SLB | Guillaume Delaby4.5★ · 67% success · +16.0% excess returnGuillaume DelabyBernstein
| maintains Outperform | $71.00$49.36 | +43.8% Long | -1.3% | -3.3% | Sep 1, 13:27 |
| $SPCX | Douglas Harned | maintains Outperform | $248$146 | +70% Long | +0.3% | +0.8% | Aug 31, 13:08 |
| $S | Peter Weed4.9★ · 73% success · +26.3% excess returnPeter WeedBernstein
| price target raised | $19.00 → $21.00$22.71 | -7.5% Short | pending | pending | Aug 28, 10:46 |
 $WDAY | Mark Moerdler4.8★ · 68% success · +14.2% excess returnMark MoerdlerBernstein
| price target raised | $216 → $238$192 | +24.2% Long | +2.1% | +8.2% | Aug 28, 10:45 |
Source headlines via TheFly/StreetInsider (FMP). Reaction = venue-median perp move after our detection — an observation, not investment advice.