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interested in others' opinions too. Lets break it down by industry.
Interested in any respected healthcare (MedTech and Lifesciences specifically) Analysts
buyside or sellside? Different agendas and also obv buyside lets visibility on their calls.
either! not picky on any insight. appreciate it
MedTech: Morgan Stanley, BAML, and Evercore top 3
Life Science: JPM and BAML are 1/2....idk who is 3 (used to be Evercore)
These are by II rank
I'd argue that platform matters over analyst. Just stick to BB with a bias to the banks with fancier banking reputations. Most of the "insight" generated by these guys is more network and less primary research, though I've seen some good stuff come from the Pipers and Jefcos of the world, especially in HC.
This is amazing. Thanks ES. I recently talked with an alum at BofA in HC, and he mentioned that their MedTech banking team is top on the street.
Also, what's LL rank? Not familiar with the acronym.
This 100% makes sense. From what I've gathered, buysiders mostly utilize the network/corporate access that a given analyst/bank has; using the research as mostly insight and not putting too much weight on it.Side note, do you cover HC? Seems like it.
Any info on Pharma or Biotech analysts?
Tusa's call on GE is probably the best one from my coverage. Also had a decent call on 3M.
check out tipranks.com
Stock price predictions don't matter very much in Sellside ER. There's a reason the people at the top of TipRanks are all from shitty firms. Also, Buyside firms that just piggyback off of sellside calls are typically shitty funds. Here's a direct quote from an II-ranked MD at a BB, "My price target is usually the least important thing on my report."
People who use Tipranks have no idea how to properly use sellside research.
What makes a great SS analyst then if their stock price predictions don't matter much, and conversely what makes a SS analyst terrible? Trying to learn more about the industry so would really appreciate a response, I literally thought that a SS analyst trying to have the closest calls in price targets is what made them respected/useful.
Also makes a lot of sense now why so many SS analysts stay on the sell-side instead of moving to the buy-side, seems like a very safe gig if you don't even have to have good predictions
I don't disagree, but OP specifically asked about who has had good predictions for the past couple of years and TipRanks does aggregate that data. If you are on the buy side and have access to the actual reports, the last thing you should be looking at is the price target.
Just check Bloomberg Absolute Return Rank and Portfolio BARR Ranking.
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Bruno Monteyne - Bernstein. Covers consumer and is frequently cited in FT & economist. very well respected.
I'll add for the Media / Entertainment & Telecom space:
Best Overall: Craig Moffett & Michael Nathanson (MN) Ben Swinburne (MS) Vijay Jayant / John Belton (Evercore ISI)
Hit or Miss by individual piece or name: Rich Greenfield (Lightshed TMT) Jessica Reif (BofA) Alexia Quadrani (JPM)
Consistently Bad: Jason Bazinet (Citi)
What names are Rich good on? Agreed on list overall.
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