Is Evercore ISI Group a reliable analyst?

In short — Over 1 year, 62.5% of Evercore ISI Group's targets proved profitable, for an average gain of +15.1% per call (all calls, winners and losers) — i.e. +3.6% vs its sector, across 1497 timestamped calls replayed against real prices. JPI verdict: fairly reliable. An analyst can be good in one sector and poor in another — details below.
62.5%profitable calls
+15.1%avg gain / call
+3.6%vs sector
1497scored calls

In which sectors is Evercore ISI Group reliable?

SectorCalls % profitable Avg gain 2015+ Avg gain 2020+ Last 12 months
Tech30866.2%+31.9%+32.6%+28.9% (119)
Industry14170.2%+27.7%+30.3%+7.4% (65)
Comm.7570.7%+26.4%+28.6%+0.5% (15)
Energy3063.3%+17.6%+22.0%+12.4% (16)
Cons. staples12369.1%+13.9%+14.4%-3.3% (49)
Finance20065.5%+9.9%+11.1%+5.9% (113)
Utilities6674.2%+8.7%+10.6%-6.7% (21)
Cons. disc.22056.8%+6.0%+5.9%+2.1% (84)
Health16854.8%+4.5%+4.0%+10.5% (105)
Real estate14148.2%+1.9%+0.7%+2.2% (42)
Materials2540%-5.9%-11.0%+5.4% (6)

The 25 stocks Evercore ISI Group performed best on

StockCalls % profitable Avg gain 2015+ Avg gain 2020+ Last 12 months
GEV GE Vernova6100%+151.8%+151.8%+8.0% (2)
AMD Advanced Micro Devices666.7%+125.6%+125.6%+92.0% (6)
LRCX Lam Research366.7%+105.2%+122.7%+17.1% (3)
AMAT Applied Materials785.7%+101.7%+101.7%+16.6% (1)
META Meta Platforms7100%+89.4%+89.4%
NVDA Nvidia1794.1%+96.1%+88.4%+20.4% (3)
DELL Dell Technologies1866.7%+81.0%+86.0%+47.3% (4)
HPE Hewlett Packard Enterprise683.3%+70.1%+80.1%+63.0% (2)
TPR Tapestry, Inc.4100%+77.1%+77.1%-4.0% (5)
VRT Vertiv1283.3%+69.7%+69.7%+32.1% (3)
PWR Quanta Services4100%+68.6%+68.6%+11.3% (4)
VST Vistra Corp.3100%+52.1%+67.8%-25.7% (1)
CMI Cummins5100%+46.5%+59.3%-5.8% (2)
AVGO Broadcom9100%+51.4%+57.2%+11.2% (3)
CRWD CrowdStrike785.7%+56.5%+56.5%
CIEN Ciena3100%+36.3%+54.3%
NFLX Netflix1580%+44.7%+52.3%+18.1% (1)
ANET Arista Networks14100%+52.0%+52.0%+30.0% (3)
APH Amphenol8100%+46.6%+50.9%+20.9% (2)
MU Micron Technology5100%+74.9%+49.6%
CAH Cardinal Health683.3%+37.0%+49.3%+11.3% (3)
UAL United Airlines Holdings560%+32.5%+47.3%+9.6% (3)
CASY Casey's11100%+42.8%+42.8%+14.1% (9)
CHRW C.H. Robinson475%+30.8%+42.0%-7.8% (8)
ETN Eaton Corporation4100%+32.6%+40.7%-7.2% (2)
% profitable = share of its calls that made money (1 year). Avg gain / call = average absolute gain per call (winners and losers). Point-in-time, S&P 500 backtest.

❓ Evercore ISI Group: frequently asked questions

Is Evercore ISI Group a reliable analyst? How accurate are their price targets?

Over 12 months, 62.5% of Evercore ISI Group's targets were profitable, averaging +15.1% per call (+3.6% vs their sector), across 1497 timestamped calls. Verdict: fairly reliable. We judge on real results, not reputation — the call-by-call detail is further up this page.

JPI AI Analyst AI assistant · JPI Invest
Answers based on the tool’s data · not financial advice · full version (free)