Top analysts on stock perps · Analyst

Allen Lutz (Bank of America Securities): analyst track record on stock perps

Allen Lutz of Bank of America Securities on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.

Stars4.7★

Success64%

Excess return+11.4%

rank#687

Ratings330

ratings on stock perps139

Track record

TipRanks data via FMP

	12 months	3 years
Ratings	218	526
Stock	29	31
Buy / hold / sell	136 / 43 / 39	289 / 133 / 104
Upgrades / downgrades / initiations	4 / 3 / 1	6 / 6 / 2
Price targets hit / missed	45 / 151 (23%)	163 / 318 (34%)
Avg. return after a rating (TipRanks)	-15.6%	-11.8%
Best / worst call	+119.5% / -77.0%	+126.9% / -94.3%

After buy calls: median 21-day move +0.3% · vs S&P 500 -1.1% · targets hit within a year 78% (n = 137)

Current calls on stock perps

Stock	Call	Target	vs last close	Date
$MCK McKesson Corporation	Buy · Maintained	$1,050	+19.2%	Sep 2, 2026
$HIMS Hims & Hers Health, Inc.	Hold · Reiterated	$32.00	+16.6%	Aug 11, 2026
$CVS CVS Health	Buy · Reiterated	$120	+25.9%	Aug 5, 2026

Recent ratings

Sep 2, 2026 $MCK: Maintained · Buy · $1,050 · article
Aug 25, 2026 $MCK: Maintained · Buy · $1,050 · article
Aug 11, 2026 $HIMS: Reiterated · Hold · $32.00 · article
Aug 6, 2026 $MCK: Reiterated · Buy · $1,050 · article
Aug 5, 2026 $CVS: Reiterated · Buy · $120 · article
Jul 31, 2026 $MCK: Maintained · Buy · article
Jul 29, 2026 $HIMS: Reiterated · Hold · $30.00 · article
Jul 29, 2026 $CVS: Reiterated · Buy · $120 · article
Jul 23, 2026 $HIMS: Maintained · Hold · $37.00 · article
Jul 21, 2026 $MCK: Reiterated · Buy · $925 · article
Jul 8, 2026 $HIMS: Reiterated · Hold · $37.00 · article
Jul 2, 2026 $MCK: Maintained · Buy · $900 · article
Jul 2, 2026 $CVS: Maintained · Buy · $110 · article
Jul 1, 2026 $HIMS: Reiterated · Hold · $36.00 · article
May 19, 2026 $HIMS: Maintained · Hold · $28.00 · article
May 12, 2026 $MCK: Maintained · Buy · $900 · article
May 7, 2026 $CVS: Maintained · Buy · $100 · article
Apr 23, 2026 $HIMS: Maintained · Hold · $32.00 · article
Apr 15, 2026 $HIMS: Reiterated · Hold · $25.00 · article
Apr 15, 2026 $MCK: Maintained · Buy · $1,000 · article

Allen Lutz4.7★ · 64% success · +11.4% excess return · TipRanks data via FMP · Source headlines via TheFly/StreetInsider (FMP). Reaction = venue-median perp move after our detection — an observation, not investment advice.