PerpEquities

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Ben Gerlinger (Citi): analyst track record on stock perps

Ben Gerlinger of Citi on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.

Stars4.5★
Success64%
Excess return+9.9%
rank#1,137
Ratings213
ratings on stock perps49

Track record

TipRanks data via FMP
12 months3 years
Ratings198380
Stock6767
Buy / hold / sell99 / 86 / 13196 / 155 / 29
Upgrades / downgrades / initiations4 / 3 / 08 / 7 / 22
Price targets hit / missed20 / 178 (10%)150 / 229 (40%)
Avg. return after a rating (TipRanks)-14.0%+0.4%
Best / worst call+36.0% / -77.3%+84.8% / -77.3%

After buy calls: not enough measured cases yet

Current calls on stock perps

StockCallTargetvs last closeDate
$HBAN Huntington Bancshares IncorporatedBuy · Maintained$19.00+20.8%Oct 26, 2026
$COF Capital OneBuy · Reiterated$285+41.6%Oct 22, 2026
$BNY Bank of New York Mellon CorpHold · Maintained$157+8.1%Oct 19, 2026
$PNC PNC Financial ServicesBuy · Maintained$270+20.3%Oct 19, 2026
$USB U.S. BancorpBuy · Maintained$70.00+17.5%Oct 19, 2026
$BAC Bank of America CorporationBuy · Maintained$60.00+18.7%Oct 15, 2026
$GS The Goldman Sachs Group, Inc.Hold · Maintained$1,000+14.2%Oct 15, 2026
$JPM JPMorgan Chase & Co.Hold · Maintained$350+5.6%Oct 15, 2026
$MS Morgan StanleyHold · Maintained$190+5.9%Oct 15, 2026
$WFC Wells Fargo & CompanyHold · Maintained$88.00+6.8%Oct 15, 2026
$AXP American ExpressHold · Maintained$340+8.5%Sep 30, 2026

Recent ratings

  • Oct 26, 2026 $HBAN: Maintained · Buy · $19.00 · article
  • Oct 22, 2026 $COF: Reiterated · Buy · $285 · article
  • Oct 21, 2026 $COF: Maintained · Buy · $285 · article
  • Oct 21, 2026 $COF: Maintained · Buy · $285 · article
  • Oct 19, 2026 $PNC: Maintained · Buy · $270 · article
  • Oct 19, 2026 $PNC: Maintained · Buy · $270 · article
  • Oct 19, 2026 $BNY: Maintained · Hold · $157 · article
  • Oct 19, 2026 $USB: Maintained · Buy · $70.00 · article
  • Oct 19, 2026 $BNY: Maintained · Hold · $157
  • Oct 16, 2026 $USB: Reiterated · Buy · $70.00 · article
  • Oct 16, 2026 $USB: Reiterated · Buy · $70.00 · article
  • Oct 15, 2026 $JPM: Maintained · Hold · $350 · article
  • Oct 15, 2026 $BAC: Maintained · Buy · $60.00 · article
  • Oct 15, 2026 $MS: Maintained · Hold · $190 · article
  • Oct 15, 2026 $MS: Maintained · Hold · $190 · article
  • Oct 15, 2026 $JPM: Maintained · Hold · $350 · article
  • Oct 15, 2026 $WFC: Maintained · Hold · $88.00 · article
  • Oct 13, 2026 $WFC: Reiterated · Hold · $88.00 · article
  • Oct 14, 2026 $GS: Reiterated · Hold · $1,000 · article
  • Oct 15, 2026 $GS: Maintained · Hold · $1,000 · article

Ben Gerlinger4.5★ · 64% success · +9.9% 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.