PerpEquities

Top analysts on stock perps · Analyst

Brendan Smith (TD Cowen): analyst track record on stock perps

Brendan Smith of TD Cowen on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.

Stars4.9★
Success57%
Excess return+34.5%
rank#219
Ratings212
ratings on stock perps55

Track record

TipRanks data via FMP
12 months3 years
Ratings126297
Stock2629
Buy / hold / sell92 / 34 / 0232 / 65 / 0
Upgrades / downgrades / initiations0 / 3 / 40 / 4 / 9
Price targets hit / missed54 / 37 (59%)111 / 92 (55%)
Avg. return after a rating (TipRanks)+10.9%+13.9%
Best / worst call+314.8% / -72.4%+314.8% / -86.2%

After buy calls: median 21-day move +2.3% · vs S&P 500 -0.4% (n = 51)

Current calls on stock perps

StockCallTargetvs last closeDate
$SDGR Schrödinger, Inc.Buy · Reiterated$31.00+30.3%Oct 13, 2026
$TWST Twist Bioscience CorporationBuy · Maintained$190+35.8%Oct 13, 2026
$ABCL AbCellera Biologics Inc.Buy · Maintained––Aug 5, 2026

Recent ratings

  • Oct 13, 2026 $SDGR: Reiterated · Buy · $31.00 · article
  • Oct 13, 2026 $TWST: Maintained · Buy · $190 · article
  • Oct 13, 2026 $SDGR: Maintained · Buy · $31.00 · article
  • Aug 5, 2026 $SDGR: Maintained · Buy · $20.00 · article
  • Aug 5, 2026 $ABCL: Maintained · Buy · article
  • Aug 3, 2026 $TWST: Reiterated · Buy · $115 · article
  • Jun 15, 2026 $TWST: Reiterated · Buy · $89.00 · article
  • May 22, 2026 $TWST: Reiterated · Buy · $68.00
  • May 11, 2026 $ABCL: Maintained · Buy · article
  • May 5, 2026 $SDGR: Maintained · Buy · $20.00 · article
  • Feb 26, 2026 $SDGR: Reiterated · Buy · $20.00 · article
  • Feb 24, 2026 $ABCL: Maintained · Buy · article
  • Feb 2, 2026 $TWST: Maintained · Buy · $58.00 · article
  • Jan 8, 2026 $SDGR: Maintained · Buy · $24.00 · article
  • Jan 8, 2026 $TWST: Maintained · Buy · $43.00 · article
  • Oct 13, 2025 $ABCL: Maintained · Buy · article
  • Nov 14, 2025 $TWST: Maintained · Buy · $32.00 · article
  • Nov 7, 2025 $ABCL: Maintained · Buy · article
  • Nov 5, 2025 $SDGR: Maintained · Buy · $33.00 · article
  • Oct 13, 2025 $SDGR: Maintained · Buy · $33.00 · article

Brendan Smith4.9★ · 57% success · +34.5% 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.