Shreyas Patel CFA
Stock Analyst at UBS
(3.90)
# 1,839
Out of 4,495 analysts
316
Total ratings
57.8%
Success rate
7.7%
Average return
Main Sectors:
Stocks Rated by Shreyas Patel CFA
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| ASX: MFG Magellan Financial Group Limited | Maintained: Hold | $10.71 → $10.40 | $9.93 | +4.73% | 55 | Jul 8, 2026 | |
| ASX: NWL Netwealth Group Limited | Maintained: Hold | $24.45 → $26.00 | $23.35 | +11.35% | 22 | Jul 8, 2026 | |
| ASX: AMP AMP Limited | Maintained: Buy | $1.65 → $1.91 | $1.66 | +15.06% | 17 | Jul 3, 2026 | |
| ASX: HUB HUB24 Limited | Maintained: Hold | $86.00 | $82.20 | +4.62% | 15 | Jul 3, 2026 | |
| ASX: PNI Pinnacle Investment Management Group Limited | Maintained: Hold | $16.75 → $18.00 | $17.60 | +2.27% | 27 | Jul 3, 2026 | |
| ASX: GQG GQG Partners Inc. | Maintained: Buy | $2.00 | $1.44 | +39.37% | 33 | Jul 3, 2026 | |
| ASX: SDF Steadfast Group Limited | Maintained: Buy | $6.00 | $5.19 | +15.61% | 30 | Jun 10, 2026 | |
| ASX: AUB AUB Group Limited | Maintained: Buy | $35.00 → $34.00 | $28.56 | +19.05% | 24 | Apr 7, 2026 | |
| ASX: PPT Perpetual Limited | Maintained: Hold | $20.60 → $20.35 | $19.38 | +5.01% | 27 | Feb 27, 2026 | |
| ASX: HMC HMC Capital Limited | Maintained: Buy | $6.60 | $2.93 | +125.26% | 1 | Jan 13, 2026 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Sell | $0.51 → $0.50 | $1.23 | n/a | 12 | Apr 16, 2025 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $13.85 | $18.90 | n/a | 15 | Nov 5, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Upgraded: Hold | $5.35 | $8.21 | n/a | 12 | Nov 3, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $3.25 → $3.50 | $5.04 | n/a | 12 | Aug 26, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Sell | $75.00 → $66.00 | $54.21 | n/a | 2 | Jan 29, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Downgraded: Hold | $15.00 | $39.43 | n/a | 1 | Jan 28, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Hold | $5.85 → $6.15 | $7.22 | n/a | 10 | Jan 13, 2021 | |
| XXXX XXXXXXXXXXXXXXXX Upgrade | Maintained: Buy | $12.30 | $25.58 | n/a | 1 | Aug 14, 2020 |
Magellan Financial Group Limited
Jul 8, 2026
Maintained: Hold
Price Target: $10.71 → $10.40
Current: $9.93
Upside: +4.73%
Netwealth Group Limited
Jul 8, 2026
Maintained: Hold
Price Target: $24.45 → $26.00
Current: $23.35
Upside: +11.35%
AMP Limited
Jul 3, 2026
Maintained: Buy
Price Target: $1.65 → $1.91
Current: $1.66
Upside: +15.06%
HUB24 Limited
Jul 3, 2026
Maintained: Hold
Price Target: $86.00
Current: $82.20
Upside: +4.62%
Pinnacle Investment Management Group Limited
Jul 3, 2026
Maintained: Hold
Price Target: $16.75 → $18.00
Current: $17.60
Upside: +2.27%
GQG Partners Inc.
Jul 3, 2026
Maintained: Buy
Price Target: $2.00
Current: $1.44
Upside: +39.37%
Steadfast Group Limited
Jun 10, 2026
Maintained: Buy
Price Target: $6.00
Current: $5.19
Upside: +15.61%
AUB Group Limited
Apr 7, 2026
Maintained: Buy
Price Target: $35.00 → $34.00
Current: $28.56
Upside: +19.05%
Perpetual Limited
Feb 27, 2026
Maintained: Hold
Price Target: $20.60 → $20.35
Current: $19.38
Upside: +5.01%
HMC Capital Limited
Jan 13, 2026
Maintained: Buy
Price Target: $6.60
Current: $2.93
Upside: +125.26%
Apr 16, 2025
Maintained: Sell
Price Target: $0.51 → $0.50
Current: $1.23
Upside: n/a
Nov 5, 2021
Maintained: Buy
Price Target: $13.85
Current: $18.90
Upside: n/a
Nov 3, 2021
Upgraded: Hold
Price Target: $5.35
Current: $8.21
Upside: n/a
Aug 26, 2021
Maintained: Hold
Price Target: $3.25 → $3.50
Current: $5.04
Upside: n/a
Jan 29, 2021
Maintained: Sell
Price Target: $75.00 → $66.00
Current: $54.21
Upside: n/a
Jan 28, 2021
Downgraded: Hold
Price Target: $15.00
Current: $39.43
Upside: n/a
Jan 13, 2021
Maintained: Hold
Price Target: $5.85 → $6.15
Current: $7.22
Upside: n/a
Aug 14, 2020
Maintained: Buy
Price Target: $12.30
Current: $25.58
Upside: n/a