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Stephen Bersey Profile - HSBC Analyst
620 Followers
Stephen Bersey HSBC
Wall Street Analyst
Success Rate
114 out of 156 ratings made a profit
Average Return
+18.30%
Average return per rating
Time Frame
Compare to
Copying Stephen Bersey's trades since 2016 and holding each position for 1 Year would result in 73.08% of your transactions generating a profit, with an average return of 18.3% per rating.
Stock Rating Distribution
59.91% Buy
28.02% Hold
12.07% Sell
Distribution of Stephen Bersey's ratings
Additional Information
Main Sector:Technology
Geo Coverage:
Best Rating
The most profitable rating made by Stephen Bersey
Stephen Bersey's Stock Coverage
NetSuite
Apr 11, 2016
Buy
Initiated
―
2Ratings
―
0.00%
Qlik Technologies
Jun 06, 2016
Hold
Downgraded
―
3Ratings
+5.50%
PTC
Apr 18, 2018
Hold
Reiterated
$67.00
(-61.37% Downside)
2Ratings
―
0.00%
QTS Realty
Oct 05, 2018
Buy
Reiterated
―
3Ratings
-10.83%
Coresite Realty
Oct 25, 2018
Buy
Reiterated
―
4Ratings
+3.43%
Open Text
Oct 31, 2018
Buy
Reiterated
―
8Ratings
+9.24%
Cornerstone Ondemand
Nov 08, 2018
Hold
Reiterated
―
2Ratings
―
0.00%
Ultimate Software
Feb 04, 2019
Hold
Downgraded
―
5Ratings
+32.30%
CyrusOne
Feb 21, 2019
Buy
Reiterated
―
5Ratings
+19.80%
CommVault Systems
Apr 30, 2019
Buy
Reiterated
$67.00
(-45.95% Downside)
7Ratings
+3.66%
List of latest recommendations made by Stephen Bersey. Click to expand and see Stephen Bersey's performance on a particular stock
Disclaimer: TipRanks collects analysts’ ratings and price targets by scanning publicly available reports on financial websites and by receiving reports from analysts, firms, or customers. The information and statistics displayed might not be accurate, complete, or up-to-date. The analyst ratings provided are the sole responsibility of the source publication. TipRanks holds no liability over the analysts' information, price targets, ratings, or opinions expressed.
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Learn More >About Analyst Ratings
About Analyst Ratings
Analyst ratings represent professional recommendations - Buy, Hold, or Sell - issued for a specific stock. Each rating reflects the analyst’s view at the time of publication and is tracked to measure historical performance.
Ratings Count
The total number of analyst ratings (Buy, Hold, and Sell) issued for the stock. This includes all published recommendations, even those not used in performance calculations.
Performance Calculation
To ensure accuracy and prevent duplication, only certain ratings are included in performance metrics:
•
One rating per analyst per month: If an analyst publishes more than one rating in a month, only the first is counted.
•
Updated ratings end prior ones: If the analyst changes their stance during that month (for example, from Buy to Sell), performance tracking for the earlier rating stops immediately on the update date, and the new rating begins tracking from that point forward.
•
Hold ratings excluded: Hold recommendations are displayed on the chart but are not counted in performance or return calculations.
Example
If an analyst rates a stock Buy on April 1 and changes it to Sell on April 20, the Buy rating’s performance is measured from April 1 to April 20. From April 20 onward, only the Sell rating is tracked.
Success Rate
Indicates the percentage of performance-accounted ratings that generated a positive return during their active period. For example, if 6 out of 17 accounted ratings were profitable, the success rate is 35%.
Average Return
Represents the mean return per active rating - showing the average gain or loss an analyst’s recommendation produced while it was active.
Stephen Bersey activity FAQ
What is the performance of Stephen Bersey's recommendations?
The percentage of profitable recommendations made by Stephen Bersey is 73%, and the average return per transaction is 18.30%.
What was Stephen Bersey's most profitable rating?
Stephen Bersey’s most profitable ratings was a buy on TWLO stock on Mar 13, 2018 - Mar 13, 2019. The return on the trade was +220.30%.
Where can I see a list of stock analyst ratings?
You can see a list of daily stock analyst ratings here.
What are the most recommended stocks by analysts?
You can see a list of the most recommended stocks by analysts here