Shreyas Patel CFA
Stock Analyst at UBS
(3.96)
# 1,718
Out of 4,423 analysts
310
Total ratings
58.3%
Success rate
8.1%
Average return
Main Sectors:
Stocks Rated by Shreyas Patel CFA
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| ASX: NWL Netwealth Group Limited | Maintained: Hold | $27.00 | $21.25 | +27.06% | 20 | Jun 15, 2026 | |
| ASX: SDF Steadfast Group Limited | Maintained: Buy | $6.00 | $5.15 | +16.50% | 30 | Jun 10, 2026 | |
| ASX: PNI Pinnacle Investment Management Group Limited | Maintained: Hold | $15.15 → $16.75 | $16.81 | -0.36% | 26 | May 5, 2026 | |
| ASX: AMP AMP Limited | Maintained: Buy | $1.65 | $1.56 | +5.77% | 16 | Apr 17, 2026 | |
| ASX: NGI Navigator Global Investments Limited | Maintained: Buy | $3.50 | $2.37 | +47.68% | 2 | Apr 13, 2026 | |
| ASX: MFG Magellan Financial Group Limited | Maintained: Hold | $9.90 | $10.12 | -2.17% | 53 | Apr 8, 2026 | |
| ASX: HUB HUB24 Limited | Maintained: Hold | $100.00 → $86.00 | $73.55 | +16.93% | 14 | Apr 8, 2026 | |
| ASX: GQG GQG Partners Inc. | Maintained: Buy | $2.00 | $1.47 | +36.05% | 32 | Apr 8, 2026 | |
| ASX: AUB AUB Group Limited | Maintained: Buy | $35.00 → $34.00 | $28.47 | +19.42% | 24 | Apr 7, 2026 | |
| ASX: PPT Perpetual Limited | Maintained: Hold | $20.60 → $20.35 | $15.75 | +29.21% | 27 | Feb 27, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $6.60 | $3.05 | +116.39% | 1 | Jan 13, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Sell | $0.51 → $0.50 | $1.15 | n/a | 12 | Apr 16, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $13.85 | $18.62 | n/a | 15 | Nov 5, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgraded: Hold | $5.35 | $7.98 | n/a | 12 | Nov 3, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $3.25 → $3.50 | $4.85 | n/a | 12 | Aug 26, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Sell | $75.00 → $66.00 | $52.01 | n/a | 2 | Jan 29, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgraded: Hold | $15.00 | $36.71 | n/a | 1 | Jan 28, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $5.85 → $6.15 | $6.93 | n/a | 10 | Jan 13, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $12.30 | $24.06 | n/a | 1 | Aug 14, 2020 |
Netwealth Group Limited
Jun 15, 2026
Maintained: Hold
Price Target: $27.00
Current: $21.25
Upside: +27.06%
Steadfast Group Limited
Jun 10, 2026
Maintained: Buy
Price Target: $6.00
Current: $5.15
Upside: +16.50%
Pinnacle Investment Management Group Limited
May 5, 2026
Maintained: Hold
Price Target: $15.15 → $16.75
Current: $16.81
Upside: -0.36%
AMP Limited
Apr 17, 2026
Maintained: Buy
Price Target: $1.65
Current: $1.56
Upside: +5.77%
Navigator Global Investments Limited
Apr 13, 2026
Maintained: Buy
Price Target: $3.50
Current: $2.37
Upside: +47.68%
Magellan Financial Group Limited
Apr 8, 2026
Maintained: Hold
Price Target: $9.90
Current: $10.12
Upside: -2.17%
HUB24 Limited
Apr 8, 2026
Maintained: Hold
Price Target: $100.00 → $86.00
Current: $73.55
Upside: +16.93%
GQG Partners Inc.
Apr 8, 2026
Maintained: Buy
Price Target: $2.00
Current: $1.47
Upside: +36.05%
AUB Group Limited
Apr 7, 2026
Maintained: Buy
Price Target: $35.00 → $34.00
Current: $28.47
Upside: +19.42%
Perpetual Limited
Feb 27, 2026
Maintained: Hold
Price Target: $20.60 → $20.35
Current: $15.75
Upside: +29.21%
Jan 13, 2026
Maintained: Buy
Price Target: $6.60
Current: $3.05
Upside: +116.39%
Apr 16, 2025
Maintained: Sell
Price Target: $0.51 → $0.50
Current: $1.15
Upside: n/a
Nov 5, 2021
Maintained: Buy
Price Target: $13.85
Current: $18.62
Upside: n/a
Nov 3, 2021
Upgraded: Hold
Price Target: $5.35
Current: $7.98
Upside: n/a
Aug 26, 2021
Maintained: Hold
Price Target: $3.25 → $3.50
Current: $4.85
Upside: n/a
Jan 29, 2021
Maintained: Sell
Price Target: $75.00 → $66.00
Current: $52.01
Upside: n/a
Jan 28, 2021
Downgraded: Hold
Price Target: $15.00
Current: $36.71
Upside: n/a
Jan 13, 2021
Maintained: Hold
Price Target: $5.85 → $6.15
Current: $6.93
Upside: n/a
Aug 14, 2020
Maintained: Buy
Price Target: $12.30
Current: $24.06
Upside: n/a