AnalystsInsight

Katherine Lei (J.P. Morgan): Analyst Track Record and Price‑Target Accuracy

How often Katherine Lei’s price targets were reached, how fast, and what the stocks did after each call: a 7‑year backtest of 102 ratings, compared with the average Wall Street analyst.

Reviewed by:David, Senior AnalystPublished Oct 12, 2026Updated Oct 12, 20263 min readHow we research

Key takeaways

Katherine Lei ranks #739 of 1,000 analysts in Exent’s scoring (4.7★).
57.1% of price targets were reached over 7 years, versus 52.4% for the average analyst.
Median time to reach a target: 81 days; 73.0% of calls were up 12 months later.
Most‑covered stocks: FUTU, HKG-1658, HKG-3988, HKG-1288.
Free on Exent: Katherine Lei’s full record, with ratings 3 days after publication.

In this article

Katherine Lei’s track record at a glance
How fast price targets were reached
Stocks Katherine Lei covers most
Katherine Lei’s latest ratings
How Exent scores analysts

Katherine Lei’s track record at a glance

Katherine Lei of J.P. Morgan ranks #739 of the 1,000 analysts Exent scores, with a 4.7★ rating and a focus on financials. Over a 7‑year lookback, 57.1% of Katherine’s price targets were reached, 4.7 points above the 52.4% average across all analysts.

Metric	Katherine Lei	All analysts
Price‑target hit rate	57.1%	52.4%
Median days to hit target	81 days	91 days
Calls up after 12 months	73.0%	64.0%
Median 12‑month return of calls	+29.0%	+13.4%
Hit rate, last 2 years	50.0%	—
Average worst drop after a call	−27.8%	—
Ratings in the sample	102	—
Stocks covered	17	—

The full records of Exent’s top 90 analysts and the top 50 of each sector, and the stocks where several of them agree right now, are members‑only in Exent Gems.

See the top-ranked analysts in Gems

How fast price targets were reached

Time to reach the target	Katherine Lei
Under 30 days	16.7%
30–90 days	33.3%
90–180 days	41.7%
Over 180 days	8.3%

Share of the targets that were reached, by how long they took. Targets are usually set for 12 months.

Stocks Katherine Lei covers most

Stock	Ratings in the sample
FUTU	53
HKG-1658	36
HKG-3988	28
HKG-1288	28
HKG-0939	26
HKG-1988	24
HKG-1398	22
HKG-3968	22

In the past year Katherine’s ratings were 43% Buy, 51% Hold and 5% Sell.

Katherine Lei’s latest ratings

Date	Stock	Action	Rating	Price target
Sep 2, 2026	QFIN	Downgraded: Sell	Sell	$9.00
Aug 26, 2026	QFIN	Downgraded: Sell	Sell	$9.00
Aug 24, 2026	FUTU	Maintained: Hold	Hold	$122.00
Aug 11, 2026	QFIN	Maintained: Hold	Hold	$13.50
Jun 2, 2026	FUTU	Maintained: Hold	Hold	$112.00
Jun 2, 2026	FUTU	Maintained	Hold	$112.00
May 29, 2026	QFIN	Maintained: Hold	Hold	$14.50
May 29, 2026	QFIN	Maintained	Hold	$14.50
May 26, 2026	FUTU	Maintained	Hold	$100.00
May 26, 2026	FUTU	Maintained: Hold	Hold	$100.00
May 22, 2026	FUTU	Downgraded: Hold	Hold	$87.00
May 22, 2026	FUTU	Downgraded	Buy → Hold	$87.00

Sep 2, 2026
Stock
QFIN
Action
Downgraded: Sell
Rating
Sell
Price target
$9.00
Aug 26, 2026
Stock
QFIN
Action
Downgraded: Sell
Rating
Sell
Price target
$9.00
Aug 24, 2026
Stock
FUTU
Action
Maintained: Hold
Rating
Hold
Price target
$122.00
Aug 11, 2026
Stock
QFIN
Action
Maintained: Hold
Rating
Hold
Price target
$13.50
Jun 2, 2026
Stock
FUTU
Action
Maintained: Hold
Rating
Hold
Price target
$112.00
Jun 2, 2026
Stock
FUTU
Action
Maintained
Rating
Hold
Price target
$112.00
May 29, 2026
Stock
QFIN
Action
Maintained: Hold
Rating
Hold
Price target
$14.50
May 29, 2026
Stock
QFIN
Action
Maintained
Rating
Hold
Price target
$14.50
May 26, 2026
Stock
FUTU
Action
Maintained
Rating
Hold
Price target
$100.00
May 26, 2026
Stock
FUTU
Action
Maintained: Hold
Rating
Hold
Price target
$100.00
May 22, 2026
Stock
FUTU
Action
Downgraded: Hold
Rating
Hold
Price target
$87.00
May 22, 2026
Stock
FUTU
Action
Downgraded
Rating
Buy → Hold
Price target
$87.00

Katherine’s ratings are free on Exent 3 days after publication. Exent Gems has them the same day, with the calls of the top‑ranked analysts and the stocks where several of them agree.

See the top-ranked analysts in Gems

How Exent scores analysts

Exent replays every rating with a price target over a 7‑year lookback: was the target reached, how long it took, and what the stock returned 1, 3, 6 and 12 months after the call. The star rating and rank combine success rate, average return and the number of ratings, so a few lucky calls do not make a top analyst. Statistics as of Jun 24, 2026; ranking updated Oct 20, 2026. How accurate are analyst price targets overall?

Past performance does not guarantee future results. Historical figures are calculated by Exent from market data and are for education only; they are not investment advice or a recommendation to buy or sell any security.

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Exent Gems shows Katherine Lei’s live ratings and those of the top‑ranked analysts, without the 30‑day delay used on this page.
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Frequently asked questions

By Exent’s scoring Katherine Lei ranks #739 of 1,000 with a 4.7★ rating. 57.1% of price targets were reached over a 7-year lookback (all analysts: 52.4%), and 73.0% of calls were up 12 months later. Past accuracy does not guarantee future accuracy.

Katherine Lei’s success rate is 72.4% by the ranking source and 57.1% by Exent’s price-target hit-rate backtest, with a median of 81 days to reach a target.

Katherine Lei (J.P. Morgan) covers 17 stocks, mostly in financials. The most frequently rated are FUTU, HKG-1658, HKG-3988, HKG-1288, HKG-0939.

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DISCLAIMER: Exent AI is an informational research platform and does not provide investment advice, financial advice, or act as an investment adviser, broker-dealer, or fiduciary. All content, analytics, and model outputs are provided for educational and informational purposes only and should not be relied upon as a recommendation to buy, sell, or hold any financial instrument. Investing involves risk, including the possible loss of principal. Exent AI does not execute trades, hold customer funds, or provide brokerage services. Past performance and hypothetical results are not indicative of future results. Third-party data and AI-generated outputs may be incomplete or inaccurate.

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