If an analyst has a stock market recommendation success rate of 70-80 percent, it means that it is at least worth listening to him if you are already investing.
In Poland it is not as developed as in the USA and not so many people are involved in it. The break for holidays and vacations meant, for example, that only nine recommendations were published in Poland since December 24. Analysts had the day off.
It's different across the ocean. There are so many market analysts there that there are no breaks and new valuations and analyzes are produced every day. What's more, there are rankings of the best analysts and you can try to follow their advice.
Here are four analysts who, according to Stockanalysis' calculations, are distinguished by high recommendation effectiveness or a high rate of return on their recommendations. We ranked them according to the average rate of return, but the key factor for us was the rate of success, i.e. how well their advice works:
- Jeff Lick of Stephens & Co. — success rate 73.9 percent, average rate of return 37.2 percent.
- Derek Podhaizer from Piper Sandler – success rate 71%, average rate of return 24.6%.
- Ken Herbert from RBC Capital – success rate 72%, average rate of return 23.1%.
- Gerard Cassidy from RBC Capital – success rate 74.6%, average rate of return 15.8%.
Jeff Lick of Stephens & Co. (success rate 73.9 percent, average rate of return 37.2 percent)
The most important sectors that it monitors are the consumer goods market and industry. What has he recommended recently?
January 23 suggested prevailing Openlane, valuing it at $35-37. per share. Currently, the company's shares are trading at just over $28, so the opportunity has not passed away the growth potential is 24-31 percent. The stock's relative strength index (RSI) is 45.6, so it is in the neutral zone, far from the market's oversold or overbought levels.
The company sells used cars online and operates in the US, Canada, continental Europe and the UK. According to data for the third quarter of last year revenues increased by 8.4%. year on year to USD 498 million, and net profit increased by 68.7%. rdr. up to USD 47.9 million
On December 10, the analyst recommended overweight LKQ Corporation (distribution of spare parts, components and systems used in the repair and maintenance of vehicles), valuing the share at USD 39. The growth potential according to this valuation is currently 14 percent, because they are currently quoted at $34.10. The RSI is close to the market's overbought zone and is 61.8 (70 and above is the overbought zone).
Derek Podhaizer from Piper Sandler – success rate 71%, average rate of return 24.6%.
This analyst, who specializes in the energy and utilities sector, produces nine studies a month. That's what happened in December. In February, he published three analyses, and two of them recommended overweighting the shares of recommended companies.
The first of them in the analysis from February 2 is LibertyEnergywhose shares he valued, depending on the pessimistic/optimistic variant, at USD 17-32. Currently, the company is listed at USD 25.9, so it is better for the buyer if this optimistic variant comes true, because instead of losses 34 percent from the pessimistic variant there is a chance of profit of 24%. in the optimistic variant.
The RSI relative strength index is 61.7, so the market is much closer to being overbought than oversold. The company issues bonds convertible into shares for USD 700 million. The bonds will be convertible in 2031 into shares at a conversion rate of USD 1,000. for 28,983 shares, i.e. $34.50 each.
Liberty Energy Inc. is an integrated energy services and technology company that provides hydraulic fracturing services and related technologies to companies engaged in the exploration, production of crude oil, natural gas and geothermal resources in North America. Revenue for 2025 amounted to $4 billion. (-7% y/y), and net profit was USD 148 million. (-53% y/y).
The second company Podhaizer recommends to overweight is Helmerich & Payne. This company offers solutions and technologies for the oil and gas industry, primarily in Texas, USA. According to the analyst, its shares are worth $35-40. The current stock price is $33.20, so potential investors would be interested in the optimistic part of the valuation, because the growth potential is from 5 to 20 percent.
The relative strength index is at a neutral level of 45.7. In the first quarter of the 2025/2026 financial year, i.e. the 4th calendar quarter of 2025, with revenues of USD 1 billion. (+50% y/y) lost net $97 million. (profit of USD 55 million a year earlier). A series of three quarters of losses in a row does not give a positive impression, but on the other hand, the revenue growth was impressive.
Ken Herbert from RBC Capital – success rate 72%, average rate of return 23.1%.
This analyst covers the industrial, technological and financial sectors, i.e. the proverbial “soap and jam”. However, the cumulative assessment of his success ratings and the rate of return on his recommendations gives him a high 27th place among 5.1 thousand. analysts monitored on Stockanalysis.
On February 5, he recommended overweighting shares VSE Corporation estimating them at $200-225. Its last price was $202.67. they don't offer much earning potential. But a greater potential breakout would be for the company recommended on January 29 StandardAero. He valued its share at $37. It is currently trading at $30.57, so there is potential for a 21% breakout. The relative strength index is at 43.9, so the market has not been going crazy in one direction or the other recently.
According to the latest available data, the revenues of this company, which provides distribution services for aircraft spare parts and deals with the maintenance, repair and overhaul of aircraft for the commercial and government sectors, increased by 39% in Q3 2025. up to USD 283 million The increase in net profit was impressive – 314%. up to USD 68 million
The second opportunity, according to Ken Herbert, is a much bigger company, which it is aircraft production giant Boeing. On January 28, the analyst recommended overweighting his shares with a valuation of $265-275, which at the current stock price of $242.67. gives earning potential 9-13 percent
The market valuation in comparison to profits is high, because the price-to-earnings ratio is 125.4, and the RSI does not give a clear technical signal, because it is 55. The company exited last year after four years of losses. on the plus side. Revenues increased by 34%. to USD 89 billion, and net profit amounted to USD 2.2 billion. with a loss from the previous year of $11.8 billion.
Gerard Cassidy from RBC Capital – success rate 74.6%, average rate of return 15.8%.
He is an analyst specializing in the financial and health industries, hence relatively low rates of return, but high effectiveness. However, most of the recent recommendations are no longer valid because the shares have increased. However, it is worth paying attention to two of them, which are still a bargain, although for a profit below 10%, and even at optimistic valuations.
This includes: for the recommendation of January 23 to outweigh the bank Northern Trust with an estimate of $139-159. per share. The current price is $146.34, so we're talking about a 5% loss. in pessimistic circumstances and a profit of 8.7 percent. in an optimistic scenario. Technically, the stock does not give a clear signal because the RSI is in the neutral zone at 49.
The second opportunity may be a bank Goldman Sachswhose shares Cassidy valued on January 20 at $900-1,030. and recommended prevailing. The current market price is approximately USD 905, so according to the valuation there is a risk of a decline of 0.5%. in the pessimistic scenario and a profit of 14 percent. in optimistic. An RSI of 42 suggests that the market has tilted towards a sell signal on the moving averages.
Note: the information contained in the text is for informational purposes only and does not constitute an investment recommendation, information recommending or suggesting an investment strategy within the meaning of applicable regulations, or any other form of advice regarding the purchase or sale of financial products.
Author: Jacek Frączyk, editor of Business Insider Polska
