Shreyas Patel CFA
Stock Analyst at UBS
(3.85)
# 1,923
Out of 5,073 analysts
339
Total ratings
57.1%
Success rate
6.6%
Average return
Main Sectors:
Stocks Rated by Shreyas Patel CFA
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| ASX: AMP AMP Limited | Downgraded: Hold | $2.61 | $2.44 | +6.97% | 22 | Oct 7, 2026 | |
| ASX: GQG GQG Partners Inc. | Reiterated: Buy | $1.85 → $1.80 | $1.01 | +78.22% | 38 | Oct 7, 2026 | |
| ASX: HUB HUB24 Limited | Upgraded: Buy | $83.50 → $77.35 | $66.79 | +15.81% | 18 | Oct 7, 2026 | |
| ASX: MFG Magellan Financial Group Limited | Reiterated: Hold | $9.40 | $7.70 | +22.08% | 57 | Oct 7, 2026 | |
| ASX: NWL Netwealth Group Limited | Upgraded: Buy | $24.00 → $22.00 | $17.01 | +29.34% | 25 | Oct 7, 2026 | |
| ASX: PNI Pinnacle Investment Management Group Limited | Reiterated: Buy | $17.00 | $14.51 | +17.16% | 30 | Oct 7, 2026 | |
| ASX: SDF Steadfast Group Limited | Downgraded: Hold | $6.00 | $5.81 | +3.27% | 31 | Aug 26, 2026 | |
| ASX: AUB AUB Group Limited | Reiterated: Buy | $34.00 → $36.00 | $28.98 | +24.22% | 25 | Aug 25, 2026 | |
| ASX: PPT Perpetual Limited | Reiterated: Hold | $20.60 → $20.35 | $16.59 | +22.66% | 27 | Feb 27, 2026 | |
| ASX: HMC HMC Capital Limited | Reiterated: Buy | $6.60 | $2.68 | +146.27% | 1 | Jan 13, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Sell | $0.51 → $0.50 | $1.09 | n/a | 12 | Apr 16, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $13.85 | $20.42 | n/a | 15 | Nov 5, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgraded: Hold | $5.35 | $8.89 | n/a | 12 | Nov 3, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $3.25 → $3.50 | $4.93 | n/a | 12 | Aug 26, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Sell | $75.00 → $66.00 | $65.29 | n/a | 2 | Jan 29, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgraded: Hold | $15.00 | $42.99 | n/a | 1 | Jan 28, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Hold | $5.85 → $6.15 | $6.72 | n/a | 10 | Jan 13, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Reiterated: Buy | $12.30 | $26.38 | n/a | 1 | Aug 14, 2020 |
AMP Limited
Oct 7, 2026
Downgraded: Hold
Price Target: $2.61
Current: $2.44
Upside: +6.97%
GQG Partners Inc.
Oct 7, 2026
Reiterated: Buy
Price Target: $1.85 → $1.80
Current: $1.01
Upside: +78.22%
HUB24 Limited
Oct 7, 2026
Upgraded: Buy
Price Target: $83.50 → $77.35
Current: $66.79
Upside: +15.81%
Magellan Financial Group Limited
Oct 7, 2026
Reiterated: Hold
Price Target: $9.40
Current: $7.70
Upside: +22.08%
Netwealth Group Limited
Oct 7, 2026
Upgraded: Buy
Price Target: $24.00 → $22.00
Current: $17.01
Upside: +29.34%
Pinnacle Investment Management Group Limited
Oct 7, 2026
Reiterated: Buy
Price Target: $17.00
Current: $14.51
Upside: +17.16%
Steadfast Group Limited
Aug 26, 2026
Downgraded: Hold
Price Target: $6.00
Current: $5.81
Upside: +3.27%
AUB Group Limited
Aug 25, 2026
Reiterated: Buy
Price Target: $34.00 → $36.00
Current: $28.98
Upside: +24.22%
Perpetual Limited
Feb 27, 2026
Reiterated: Hold
Price Target: $20.60 → $20.35
Current: $16.59
Upside: +22.66%
HMC Capital Limited
Jan 13, 2026
Reiterated: Buy
Price Target: $6.60
Current: $2.68
Upside: +146.27%
Apr 16, 2025
Reiterated: Sell
Price Target: $0.51 → $0.50
Current: $1.09
Upside: n/a
Nov 5, 2021
Reiterated: Buy
Price Target: $13.85
Current: $20.42
Upside: n/a
Nov 3, 2021
Upgraded: Hold
Price Target: $5.35
Current: $8.89
Upside: n/a
Aug 26, 2021
Reiterated: Hold
Price Target: $3.25 → $3.50
Current: $4.93
Upside: n/a
Jan 29, 2021
Reiterated: Sell
Price Target: $75.00 → $66.00
Current: $65.29
Upside: n/a
Jan 28, 2021
Downgraded: Hold
Price Target: $15.00
Current: $42.99
Upside: n/a
Jan 13, 2021
Reiterated: Hold
Price Target: $5.85 → $6.15
Current: $6.72
Upside: n/a
Aug 14, 2020
Reiterated: Buy
Price Target: $12.30
Current: $26.38
Upside: n/a