Investor Focused

How Retail Investors Can Use Broker Tips to Their Advantage

Practical ways to use broker tips - ratings, targets, and potential upside - to build watchlists and spot shifts in sentiment while avoiding common pitfalls.

Published 13 Sep 2025

Broker tips offer quick snapshots of analysts’ views: a rating (Buy/Hold/Sell), a price target, and often an estimate of potential upside. Used wisely, they can help retail investors discover ideas, time research, and spot shifts in sentiment.

1) Turn tips into a research queue

  • Filter for fresh notes (past few days) and material changes (downgrade/upgrade or target moved a lot).
  • Subscribe to our daily email for the day's broker tips delivered to your inbox.
  • Set up our email alerts for the companies and brokers you're interested in.
  • Use our watchlist functionality to track the current performance of broker tips that have caught your eye.

2) Check potential upside

Potential Upside ≈ (Target − Price at Date of Tip) ÷ Price at Date of Tip. Large upside can mean higher uncertainty - investigate the rationale and key assumptions.

3) Compare across brokers

  • Is there a consensus shift (several brokers upgrading/downgrading)?
  • Are targets converging or diverging after new information?

4) Fit the call to your plan

  • Match the analyst's horizon (often 6–12 months) to your own.
  • Size positions with risk in mind; a tip is not a guarantee.

5) Avoid common pitfalls

  • Don't chase every upgrade—focus on why it changed.
  • Beware stale notes; markets move quickly after catalysts.
  • Use tips as inputs alongside fundamentals and technicals.

Disclaimer: Information only; not investment advice.