US Stock Analyst Ratings

1. Path

Mobile app: Select a target stock, then on the Detailed Quotes, tap Company > Summary > Analyst Ratings.

2. Introduction

The Analyst Ratings feature consists of three sections, i.e. Consensus Rating, Target Price, and Detailed View.

2.1 Consensus Rating

This section displays the combined rating from selected analysts along with a horizontal histogram showing the proportion of each specific rating.The overall rating, as well as each specific rating, is derived from the rating data for the past three months. To set up an alert for any changes in the overall rating, tap the bell icon located in the upper right corner. This will allow you to receive a push notification when the overall rating is updated.

2.2 Target Price

Under Consensus Rating, you may find the Target Price section. This section not only indicates the target stock's current price but also provides insights into the trend of its closing price over the past year. Additionally, it highlights the highest, lowest, and average target prices that the outside analysts have forecasted for the next year.The highest, lowest, and average target prices are all derived from the rating data for the past three months.Keep in mind,  there is no guarantee that any price targets, opinions, or forecasts provided by the outside analysts will prove to be correct. 

2.3 Detailed View—Institutions

This section provides ratings from outside institutions and analysts. The Institutions subsection displays the target stock's closing price trend charts along with all ratings given by selected institutions within the past year. In this subsection, the color used to represent "Up" indicates a Buy rating, the color used to represent "Down" would indicate a Sell rating, and gray signifies a Hold rating.

2.3.1 Individual Institution's Ratings for Target Stock

Tap the trend chart under a specific institution, and you will be taken to a page displaying all past ratings by the institution for the target stock.

2.3.2 Individual Institution's Ratings for All Rated Stocks

1) Overview

Tap the profile photo or the name of a specific institution, and you will be taken to the page displaying the latest ratings by the institution for all stocks that it has rated in the past.

2) Alert

By tapping the alert button in the upper right corner, you can set up an alert. Whenever there is any change in the ratings or the target prices made or forecasted by the institution, you will receive a push notification.

2.4 Detailed View—Analysts

As mentioned before, the Detailed View section provides ratings from outside institutions and analysts. The Analysts subsection displays the target stock's closing price trend charts, along with all ratings given by selected analysts in the past year. The most recent ratings and their respective release dates are highlighted. The colors used to represent "Up," "Down," and gray indicates Buy, Sell, and Hold, respectively.

2.4.1 Individual Analyst's Ratings for Target Stock

1) Overview

Tap the trend chart under a specific analyst, and you will be taken to the page displaying all past ratings by the analyst for the target stock.

2) Analyst Star Level

TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her success rate and average return.

• Success Rate: the number of the analyst's successful ratings for a specific stock, divided by his/her total number of ratings for the stock over the past year. A successful rating is a rating based on if TipRanks' virtual portfolio earned a positive return from the stock.Success Rate is calculated by TipRanks

• Average Return: return on the virtual trade of a specific stock based on the analyst's rating changes in the past year.Average return is calculated by TipRanks.

2.4.2 Individual Analyst's Ratings for All Rated Stocks

1) Overview

Tap the profile photo or the name of a specific analyst, and you will be taken to the page displaying the latest ratings by the analyst for all stocks that he/she has rated in the past.

2) Analyst Star Level

TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.

• Total Success Rate:the number of the analyst's successful ratings , divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock.

• Total Average Return: to determine an analyst's performance, TipRanks creates a virtual portfolio consisting of the stocks that the analyst covers. The analyst's average return is then calculated by tracking the percentage change in the stock price from the time of the initial recommendation to when the same analyst changes or reiterates that recommendation. If the analyst does not change their recommendation within a year, the average return is calculated over that 1-year period.

3) Alert

By tapping the alert button in the upper right corner, you can set up an alert. Whenever there is any change in the ratings or the target prices made or forecasted by the analyst, you will receive a push notification.

2.5 Share

Tap the share icon in the upper right corner of the homepage of this feature, and you can share the information on this page with your friend. You can choose to take a screenshot or create a long image. In particular, a long image contains the whole page, i.e. Consensus Rating, Target Price, and Detailed View (including five new subsections).

TipRanks, an independent third party, provides analysis data from financial analysts and bloggers and calculates the Average Returns and Success Rates of the analysts' recommendations. TipRanks is not affiliated with Moomoo, Moomoo Financial Inc., Moomoo Technologies Inc., or any other affiliate of them.  The information presented is not an investment recommendation and is intended for informational purposes only. Moomoo and its associates do not endorse, represent or warrant the completeness and accuracy of the ratings data and reports.

 

The research reports and outside analyst ratings are provided from third parties and the information obtained from them that are featured on the moomoo app and website are solely intended for informational purposes only and are not recommendations. The content should not be interpreted as an offer or solicitation to buy or sell any financial instrument or to participate in any investment plan. This material does not constitute as investment advice and is offered without consideration of your individual financial circumstances or objectives and is not intended to serve as the basis for any investment decision. It is possible that the securities and strategies discussed or mentioned in this content may not be suitable for your situation. Therefore, your decision to buy, hold, or sell any security should be based on your personal circumstances, including your investment goals and experience, time frame, liquidity needs, financial position, and current holdings, as well as other factors. For important rating disclosures, please refer to the relevant research reports.

 

The data and information provided has been obtained from sources considered to be reliable, but Moomoo Financial and its affiliates do not guarantee that the foregoing material is accurate or complete. The past performance of a security or financial product does not guarantee future results or returns. Investing involves risk and the potential to lose principal.

 

Moomoo is a financial information and trading app offered by Moomoo Technologies Inc. (MTI). In the U.S., investment products and services on Moomoo are offered by Moomoo Financial Inc. (MFI), Member FINRA/SIPC .