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 |
|---|---|---|---|---|---|---|---|
 $CRWD | Peter Weed4.9★ · 73% success · +26.3% excess returnPeter WeedBernstein
| price target raised | $103 → $119$228 | -47.8% Short | +0.3% | +10.3% | Aug 27, 11:41 |
 $OKTA | Peter Weed4.9★ · 73% success · +26.3% excess returnPeter WeedBernstein
| price target raised | $141 → $143$188 | -24% Short | +3.1% | +9% | Aug 27, 11:40 |
 $HPQ | Mark Newman5★ · 72% success · +85.6% excess returnMark NewmanBernstein
| price target raised | $27.00 → $32.00$30.07 | +6.4% Long | +2.3% | +11.9% | Aug 27, 11:29 |
 $NVDA | Stacy Rasgon5★ · 65% success · +31.4% excess returnStacy RasgonBernstein
| price target raised | $315 → $400$215 | +86.2% Long | +0.5% | +2.1% | Aug 27, 10:52 |
 $BE | Sunaina Ocalan | maintains Market Perform | $282$221 | +27.6% Long | +0.7% | -5.5% | Aug 27, 10:26 |
 $CRM | Mark Moerdler4.8★ · 68% success · +14.2% excess returnMark MoerdlerBernstein
| price target raised⚠ | $173 → $195$240 | -18.6% Short | -0.2% | +10.7% | Aug 27, 06:42 |
 $LI | Eunice Lee2.3★ · 42% success · +1.2% excess returnEunice LeeBernstein
| maintains Market Perform | $19.00 → $14.50$12.14 | +19.4% Long | pending | pending | Aug 26, 18:23 |
 $BKNG | Richard Clarke3.4★ · 54% success · +3.0% excess returnRichard ClarkeBernstein
| rating maintained | $188$163 | +15.1% Long | pending | pending | Aug 26, 12:53 |
Source headlines via TheFly/StreetInsider (FMP). Reaction = venue-median perp move after our detection — an observation, not investment advice.