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Top Analysts Who Get It Right

TipRanks sifted through the best analysts in our systems and pinpointed the best calls they made. TipRanks’ engine tracks thousands of analysts on a continuous basis, allowing investors to complete their due diligence before making investment decisions.

Below is a list of the top analysts on TipRanks and the most profitable calls made by each, with returns measured over a three-month horizon.

Impressed by these cunning calls? You can learn about the qualities that make few analysts stand out with Quandl’s chart depicting the difference between what makes a good analyst and a great analyst.

Quandl’s insight comes from years of experience in delivering financial data to analysts in the most convenient format. Now, for the top calls made by top analysts:

Michael Wiederhorn – Oppenheimer

Success Rate – 66%

Average Return – 17.7%

Wiederhorn gave LHC Group, Inc. (NASDAQ:LHCG) a Buy rating on May 7, 2015, when shares were $33.32. He explained at the time, “We attended meetings with the management team of LHC Group, and continue to believe that EPS growth is set to accelerate. This should be driven by the company’s organic growth (modeled 2-3% vs. company’s updated expectations of 4-5%, equating to ~$0.12 annualized), attractive M&A pipeline (>$0.25/shr per year) and improved reimbursement outlook.” Three months later, shares had risen to $51.12, marking over a 53% return on the call.

 

Gene Munster – Piper Jaffray

Success Rate – 63%

Average Return – 19%

Munster reiterated a Buy rating on iDreamSky Technology (NADSAQ:DSKY) on March 16, 2015, lowering his price target from $30 to $24 when shares were trading at $7.22. He stated, “We believe that given the company’s relatively new status as a public company, shares could face difficulty getting investor attention over the next quarter or two as the company gets back on track; however, we note that even with our lowered expectations, we believe there is upside potential on valuation.” Even though Munster lowered his expectations, shares of DSKY jumped over the following three months to $13, marking an 80% return on Munster’s call.

 

Rick Schafer – Oppenheimer

Success Rate – 70%

Average Return – 18%

Schafer gave Advanced Micro Devices (NASDAQ:AMD) a Sell rating on April 16, 2015, when the company published a weak earnings report. The analyst stated, “Despite mix skewing away from lower gross margin gaming in the first quarter, AMD expects gross margin to remain flat quarter over quarter, indicative of PC market uncertainty. Given the significant revenue shortfall and fiscal year trajectory, we have incremental free cash flow and balance sheet concerns as new semi-custom design wins are unlikely to ramp until the second half of 2016. We continue to see little to no earnings power.” At the time AMD was trading at $2.87. Three months later, shares had fallen to $1.87, resulting in a nearly 35% return for those who sold AMD when Schafer advised.

 

Irina Rivkind Koffler – Mizuho Securities

Success Rate – 57%

Average Return – 28.7%

Koffler reiterated a Buy rating on Eagle Pharmaceuticals Inc (NASDAQ:EGRX) with a $30 price target on January 22, 2014 when shares were $16.40. A few weeks later, the company signed a favorable licensing deal for a leukemia drug with another pharmaceutical company, Teva. Those who had followed Koffler’s rating would have made a 269% return in 3 months as shares of the company soared up to $60.

 

Mark Mahaney – RBC Capital

Success Rate – 61%

Average Return – 17.9%

Last year, Mahaney reiterated a Buy rating on Netflix, Inc. (NASDAQ:NFLX) on April 13, 2015, when shares were $67. The analyst was bullish on the company because he believed that the company had hidden upside valuation. He stated, “We continue to believe that Netflix has achieved a level of sustainable scale, growth, and profitability that isn’t factored into its stock price. And the company still has plenty of Content, Marketing, and Market Expansion levers to achieve Global Sub levels nicely in excess of 100MM long-term, which implies close to $50 in long-term EPS power.” Three months later, shares of Netflix were trading at $101, marking a 50% return.