Shreyas Patel CFA
Stock Analyst at UBS
(3.79)
# 1,887
Out of 4,339 analysts
308
Total ratings
56.9%
Success rate
6.7%
Average return
Main Sectors:
Stocks Rated by Shreyas Patel CFA
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| ASX: PNI Pinnacle Investment Management Group Limited | Maintained: Hold | $15.15 → $16.75 | $14.88 | +12.61% | 26 | May 5, 2026 | |
| ASX: AMP AMP Limited | Maintained: Buy | $1.65 | $1.60 | +3.00% | 16 | Apr 17, 2026 | |
| ASX: NWL Netwealth Group Limited | Maintained: Hold | $24.15 → $27.00 | $22.01 | +22.67% | 19 | Apr 17, 2026 | |
| ASX: NGI Navigator Global Investments Limited | Maintained: Buy | $3.50 | $2.50 | +40.28% | 2 | Apr 13, 2026 | |
| ASX: MFG Magellan Financial Group Limited | Maintained: Hold | $9.90 | $8.56 | +15.65% | 53 | Apr 8, 2026 | |
| ASX: HUB HUB24 Limited | Maintained: Hold | $100.00 → $86.00 | $85.36 | +0.75% | 14 | Apr 8, 2026 | |
| ASX: GQG GQG Partners Inc. | Maintained: Buy | $2.00 | $1.46 | +36.80% | 32 | Apr 8, 2026 | |
| ASX: AUB AUB Group Limited | Maintained: Buy | $35.00 → $34.00 | $26.14 | +30.07% | 24 | Apr 7, 2026 | |
| ASX: SDF Steadfast Group Limited | Maintained: Buy | $6.00 | $4.15 | +44.58% | 29 | Apr 7, 2026 | |
| ASX: PPT Perpetual Limited | Maintained: Hold | $20.60 → $20.35 | $15.96 | +27.55% | 27 | Feb 27, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $6.60 | $2.94 | +124.49% | 1 | Jan 13, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Sell | $0.51 → $0.50 | $1.04 | n/a | 12 | Apr 16, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $13.85 | $17.56 | n/a | 15 | Nov 5, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgraded: Hold | $5.35 | $7.65 | n/a | 12 | Nov 3, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $3.25 → $3.50 | $4.86 | n/a | 12 | Aug 26, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Sell | $75.00 → $66.00 | $47.10 | n/a | 2 | Jan 29, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgraded: Hold | $15.00 | $33.56 | n/a | 1 | Jan 28, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $5.85 → $6.15 | $6.82 | n/a | 10 | Jan 13, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $12.30 | $23.03 | n/a | 1 | Aug 14, 2020 |
Pinnacle Investment Management Group Limited
May 5, 2026
Maintained: Hold
Price Target: $15.15 → $16.75
Current: $14.88
Upside: +12.61%
AMP Limited
Apr 17, 2026
Maintained: Buy
Price Target: $1.65
Current: $1.60
Upside: +3.00%
Netwealth Group Limited
Apr 17, 2026
Maintained: Hold
Price Target: $24.15 → $27.00
Current: $22.01
Upside: +22.67%
Navigator Global Investments Limited
Apr 13, 2026
Maintained: Buy
Price Target: $3.50
Current: $2.50
Upside: +40.28%
Magellan Financial Group Limited
Apr 8, 2026
Maintained: Hold
Price Target: $9.90
Current: $8.56
Upside: +15.65%
HUB24 Limited
Apr 8, 2026
Maintained: Hold
Price Target: $100.00 → $86.00
Current: $85.36
Upside: +0.75%
GQG Partners Inc.
Apr 8, 2026
Maintained: Buy
Price Target: $2.00
Current: $1.46
Upside: +36.80%
AUB Group Limited
Apr 7, 2026
Maintained: Buy
Price Target: $35.00 → $34.00
Current: $26.14
Upside: +30.07%
Steadfast Group Limited
Apr 7, 2026
Maintained: Buy
Price Target: $6.00
Current: $4.15
Upside: +44.58%
Perpetual Limited
Feb 27, 2026
Maintained: Hold
Price Target: $20.60 → $20.35
Current: $15.96
Upside: +27.55%
Jan 13, 2026
Maintained: Buy
Price Target: $6.60
Current: $2.94
Upside: +124.49%
Apr 16, 2025
Maintained: Sell
Price Target: $0.51 → $0.50
Current: $1.04
Upside: n/a
Nov 5, 2021
Maintained: Buy
Price Target: $13.85
Current: $17.56
Upside: n/a
Nov 3, 2021
Upgraded: Hold
Price Target: $5.35
Current: $7.65
Upside: n/a
Aug 26, 2021
Maintained: Hold
Price Target: $3.25 → $3.50
Current: $4.86
Upside: n/a
Jan 29, 2021
Maintained: Sell
Price Target: $75.00 → $66.00
Current: $47.10
Upside: n/a
Jan 28, 2021
Downgraded: Hold
Price Target: $15.00
Current: $33.56
Upside: n/a
Jan 13, 2021
Maintained: Hold
Price Target: $5.85 → $6.15
Current: $6.82
Upside: n/a
Aug 14, 2020
Maintained: Buy
Price Target: $12.30
Current: $23.03
Upside: n/a