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BW Score Rank#116 of 347

Charles Shi

Needham · Equity Research Analyst
ProvisionalRating since 2021No new ratings since May 2025

Analyst rating accuracy & track record

Charles Shi is an equity research analyst at Needham. Bullish Whales has scored 37 of their stock calls across 9 companies. Their picks beat their sector 43% of the time over the next 12 months, and their price targets were reached 61% of the time within a year.

Win % vs sector
43%
PT Hit % (12mo)
61%
Avg sector-excess
−2.6%
Scored calls
37
Tickers
9
Tier
Provisional

Track record

Bullish Whales has scored 37 of Charles Shi's stock calls across 9 companies, dating back to 2021. Their rated stocks beat their own sector 43% of the time over the next 12 months. On a typical call, a Shi pick returned −2.6% more than its sector over the following year.

Of the scored calls, 37 were bullish (Buy). Most of their coverage sits in Technology. Every number on this page is an estimate from our own data. It is for education only and is not investment advice.

Coverage & ratings

Ratings & price targets

StockRatingPrice targetRated12-mo vs sectorPT hit
ENTGEntegris Inc
Buy$100.00May 2025+21.6%Hit
ENTGEntegris Inc
Buy$100.00May 2025+33.7%Hit
KLICKulicke and Soffa Industries Inc
Buy$37.00May 2025+166.3%Hit
AMKRAmkor Technology Inc
Buy$22.00Apr 2025+257.0%Hit
UCTTUltra Clean Holdings Inc
Buy$26.00Apr 2025+232.6%Hit
TSMTaiwan Semiconductor Manufacturing
Buy$225.00Apr 2025+88.0%Hit
UCTTUltra Clean Holdings Inc
Buy$40.00Mar 2025+73.3%Hit
UCTTUltra Clean Holdings Inc
Buy$40.00Feb 2025+129.5%Hit
TSMTaiwan Semiconductor Manufacturing
Buy$225.00Feb 2025+65.2%Hit
VECOVeeco Instruments Inc
Buy$29.00Feb 2025+19.2%Hit
KLICKulicke and Soffa Industries Inc
Buy$53.00Feb 2025+52.3%Hit
TSMTaiwan Semiconductor Manufacturing
Buy$225.00Jan 2025+38.6%Hit
KLICKulicke and Soffa Industries Inc
Buy$55.00Nov 2024−45.9%Miss
COHUCohu Inc
Buy$30.00Nov 2024−44.5%Miss
AXTIAXT Inc
Buy$5.00Nov 2024+285.1%Hit
UCTTUltra Clean Holdings Inc
Buy$44.00Oct 2024−53.6%Miss
TSMTaiwan Semiconductor Manufacturing
Buy$225.00Oct 2024+24.1%Hit
TSMTaiwan Semiconductor Manufacturing
Buy$210.00Oct 2024+24.4%Hit
ACMRAcm Research Inc
Buy$25.00Oct 2024+100.0%Hit
ACMRAcm Research Inc
Buy$28.00Aug 2024−4.9%Hit
VECOVeeco Instruments Inc
Buy$55.00Aug 2024−65.5%Miss
AXTIAXT Inc
Buy$5.00Aug 2024−44.4%Miss
COHUCohu Inc
Buy$33.00Aug 2024−54.6%Miss
UCTTUltra Clean Holdings Inc
Buy$56.00Jul 2024−68.0%Miss
ACMRAcm Research Inc
Buy$34.00May 2024−10.6%Miss
VECOVeeco Instruments Inc
Buy$46.00May 2024−54.9%Hit
UCTTUltra Clean Holdings Inc
Buy$56.00May 2024−61.9%Hit
COHUCohu Inc
Buy$34.00May 2024−52.7%Hit
AXTIAXT Inc
Buy$5.00May 2024−72.3%Miss
AXTIAXT Inc
Buy$5.00Apr 2024−66.2%Miss
ACMRAcm Research Inc
Buy$34.00Feb 2024−23.9%Hit
AXTIAXT Inc
Buy$5.00Feb 2024−83.9%Hit
UCTTUltra Clean Holdings Inc
Buy$50.00Feb 2024−29.3%Hit
COHUCohu Inc
Buy$36.00Feb 2024−53.5%Hit
UCTTUltra Clean Holdings Inc
Buy$45.00Oct 2023+6.3%Hit
AXTIAXT Inc
Buy$5.00Aug 2023−30.0%Hit
KLICKulicke and Soffa Industries Inc
Buy$78.00Sep 2021−17.9%Miss
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Charles Shi: analyst track record FAQ

Is Charles Shi a good stock analyst?

Yes, by track record. Charles Shi ranks number 116 of 347 of the analysts Bullish Whales scores, with a BW Score of 42 out of 100. Past results do not guarantee future ones.

What is Charles Shi's win rate?

Charles Shi's win rate is 43%. Across 37 scored calls, their rated stocks beat their sector 43% of the time over the next 12 months. On a typical call they returned −2.6% more than the sector.

What stocks and sectors does Charles Shi cover?

Charles Shi covers 9 companies, with the most coverage in Technology. See the ratings table above for every scored call and its outcome.

Are Charles Shi's price targets accurate?

Charles Shi's price targets are reached within 12 months 61% of the time. The base rate across all analysts Bullish Whales tracks is about 43 percent.

How accurate are Wall Street analyst price targets?

Most analyst price targets are not reached on schedule. Across every target Bullish Whales scores, the stock reaches the target within 12 months only about 43 percent of the time, which is why it helps to compare hit rates analyst by analyst.

Should I follow Charles Shi's stock ratings?

Their track record is strong, but no analyst is right every time. Follow the long-term track record rather than any single rating, size your positions to your own risk, and treat this as research, not investment advice.

How does Bullish Whales score analyst accuracy?

Bullish Whales scores every rating on real prices. We enter at the closing price on or after the call date, with no look-ahead, then measure the 12-month return above the stock's sector ETF and check whether the price target was reached. Scores are pulled toward the population average and corrected for testing thousands of analysts at once, so they reflect repeatable skill rather than luck.

How does Charles Shi rank among Wall Street analysts?

Charles Shi ranks number 116 of 347 by BW Score. We rank analysts by their realized 12-month sector-excess return and require a minimum number of calls so a few lucky picks cannot reach the top.

Browse the full analyst leaderboardHow analyst accuracy is scored

Every score, Win %, PT Hit % and rank is an estimate Bullish Whales calculates from its own data and may not be 100% accurate or complete. Returns are measured in excess of each rated stock's own sector over the 12 months after each call. Past performance does not guarantee future results, and nothing here is a recommendation to buy or sell any security.

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