Stephen Richardson Analyst Performance

Senior Managing Director Equities at Evercore ISI

Stephen Richardson is a stock analyst at Evercore ISI focused in the energy sector, covering 30 publicly traded companies. Over the past year, Stephen Richardson has issued 17 stock ratings, including buy, hold, and sell recommendations. While full access to Stephen Richardson's proprietary MarketBeat Analyst Ranking is reserved for MarketBeat All Access subscribers, the rating is updated daily to reflect the most recent analyst activity. This profile highlights Stephen Richardson's coverage history, rating activity, and performance tendencies — helping individual investors make more informed trading decisions.

Analyst Ranking: Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating MarketBeat
Average Return: 00.00% 12-Month ROI
Success Rate: 00.00% Profitable Ratings
Total Ratings: 52 Last 11 Years
Buy Recommendations: 46.94% 23 Buy Ratings
Companies Covered: 30 Unique Companies

Ratings Distribution

Rating	Percentage	Count
Strong Buy	0.0%	0 ratings
Buy	46.9%	23 ratings
Hold	51.0%	25 ratings
Sell	2.0%	0 ratings

Out of 49 total stock ratings issued by Stephen Richardson at Evercore ISI, the majority (51.0%) have been Hold recommendations, followed by 46.9% Buy and 2.0% Sell.

Best & Worst Calls

Best Call
000.0%
CNQ
May 2020
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Worst Call
000.0%
DVN
Feb 2015
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Exchange Coverage

Exchange	Percentage	Count
NYSE	90.0% of companies on NYSE	27 companies
NASDAQ	10.0% of companies on NASDAQ	3 companies

Stephen Richardson, an analyst at Evercore ISI, currently covers 30 companies listed on NYSE and NASDAQ, with the majority traded on NYSE.

Coverage Focus

Sector Icon	Sector	Percentage
	Energy 21 companies	70.0%
	Basic Materials 6 companies	20.0%
	Manufacturing 1 company	3.3%
	Industrials 1 company	3.3%
	Computer and Technology 1 company	3.3%

Stephen Richardson of Evercore ISI specializes in stock coverage within the Energy sector, with additional focus on Basic Materials and Manufacturing companies.

Coverage Industries

Industry	Percentage
CRUDE PETROLEUM & NATURAL GAS 6 companies	20.0%
OIL - US INTEGRTD 3 companies	10.0%
CHEM - DIVERSIFD 3 companies	10.0%
OIL REFING&MKTG 3 companies	10.0%
OIL - US EXP&PROD 3 companies	10.0%
CHEM - SPECIALTY 2 companies	6.7%
OIL - C$ EXP&PROD 2 companies	6.7%
OIL & GAS FIELD MACHINERY & EQUIPMENT 1 company	3.3%
OIL - INTL INTGD 1 company	3.3%
OIL - FIELD SVCS 1 company	3.3%
MACH - ELECTRICAL 1 company	3.3%
OTHER ALT ENERGY 1 company	3.3%
OIL REFINING & MARKETING MLP 1 company	3.3%
CHEMICALS & ALLIED PRODUCTS 1 company	3.3%
INTERNET SOFTWARE 1 company	3.3%

About Stephen Richardson

Stephen Richardson is a senior managing director covering energy & materials at the firm. His coverage spans the integrated oils, global upstream and global chemicals industries. Coverage includes 40-plus stocks across energy and a broad cross-section of global chemicals, including petrochemicals and specialties. He also has responsibility for the firm’s crude oil and natural gas macro view and price forecasts. Mr. Richardson has been named to the Institutional Investor (now Extel) All-America Research Team since 2012, achieving a top-3 ranking since 2018 in his sectors. Most recently, he ranked No. 3 in the integrated oil sector and was a runner-up in the oil & gas exploration and production category. Prior to joining Evercore ISI, Mr. Richardson covered the E&P sector in equity research at both Deutsche Bank & Morgan Stanley. He is a graduate of McGill University and holds an MBA from École des Hautes Études Commerciales.

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Timeframe

Start Date

End Date

Rating

12-Month ROIAll ROI

Export to Excel

Company	Report Date	Action	Report Date Price	12-Month Price Target	Rating
OXY Occidental Petroleum	10/3/2025	Lower Price Target	$44.85	$38.00	Underperform
LYB LyondellBasell Industries	9/23/2025	Lower Price Target	$51.50	$65.00	In-Line
PSX Phillips 66	9/19/2025	Boost Price Target	$130.17	$170.00	Outperform
MPC Marathon Petroleum	9/19/2025	Boost Price Target	$184.58	$210.00	In-Line
VLO Valero Energy	9/19/2025	Boost Price Target	$161.33	$185.00	In-Line
FLOC Flowco	8/6/2025	Lower Price Target	$17.74	$26.00	Outperform
CVX Chevron	7/31/2025	Reiterated Rating	$153.68	$180.00	Outperform
FTI TechnipFMC	7/25/2025	Boost Price Target	$37.60	$46.00	Outperform
AZZ AZZ	7/9/2025	Boost Price Target	$98.87	$108.00	Outperform
MPC Marathon Petroleum	6/18/2025	Initiated Coverage	$170.07	$170.00	In-Line
PSX Phillips 66	6/18/2025	Initiated Coverage	$124.65	$130.00	Outperform
VLO Valero Energy	6/18/2025	Initiated Coverage	$141.83	$135.00	In-Line
VNOM Viper Energy	6/4/2025	Boost Price Target	$40.41	$51.00	Outperform
BKV BKV	5/30/2025	Boost Price Target	$21.82	$26.00	Outperform
VNOM Viper Energy	5/7/2025	Reiterated Rating	$39.97	$49.00	Outperform
CE Celanese	3/24/2025	Lower Price Target	$58.97	$75.00	In-Line
FTI TechnipFMC	1/15/2025	Boost Price Target	$32.58	$39.00	Outperform

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