PerpEquities

Top analysts on stock perps · Analyst

Brent Thill (Jefferies): analyst track record on stock perps

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

Stars4.2★
Success54%
Excess return+4.7%
rank#2,011
Ratings498
ratings on stock perps693

Track record

TipRanks data via FMP
12 months3 years
Ratings275834
Stock5363
Buy / hold / sell222 / 48 / 5684 / 130 / 20
Upgrades / downgrades / initiations1 / 6 / 28 / 10 / 4
Price targets hit / missed61 / 201 (23%)249 / 555 (31%)
Avg. return after a rating (TipRanks)-12.2%+7.6%
Best / worst call+180.6% / -68.6%+1,410.7% / -92.9%

After buy calls: median 21-day move +0.1% · vs S&P 500 -1.0% (n = 554) · targets hit within a year 62% (n = 397)

Current calls on stock perps

StockCallTargetvs last closeDate
$IBM International Business MachinesBuy · Maintained$280+10.4%Oct 22, 2026
$META Meta Platforms, Inc.Buy · Maintained$875+36.2%Oct 22, 2026
$AMZN Amazon.com, Inc.Buy · Maintained$330+33.1%Oct 21, 2026
$GOOGL Alphabet Inc. Class ABuy · Maintained$445+39.0%Oct 15, 2026
$CRWV CoreWeave, Inc.Buy · Maintained$150+176.5%Oct 14, 2026
$MSFT Microsoft CorporationBuy · Maintained$650+23.9%Oct 14, 2026
$DDOG DatadogHold · Maintained$300+11.3%Oct 11, 2026
$WDAY Workday, Inc.Hold · Maintained$2100.0%Oct 7, 2026
$GDDY GoDaddy Inc.Hold · Maintained$100-11.3%Sep 25, 2026
$CRM Salesforce, Inc.Buy · Maintained$300+20.7%Sep 21, 2026
$INTU IntuitBuy · Maintained$500+45.6%Sep 18, 2026
$ORCL Oracle CorporationBuy · Maintained$290+129.9%Sep 13, 2026
$ADBE Adobe Inc.Hold · Maintained$275+4.2%Sep 11, 2026
$SNOW Snowflake Inc.Buy · Maintained$430+32.1%Sep 3, 2026
$ADSK Autodesk, Inc.Buy · Maintained$300+19.0%Aug 28, 2026
$ESTC Elastic N.V.Buy · Reiterated$120+17.2%Aug 28, 2026
$TEAM Atlassian CorporationBuy · Reiterated$200-12.1%Aug 7, 2026
$U Unity Software Inc.Buy · Maintained$50.00+22.6%Aug 7, 2026
$PLTR Palantir Technologies Inc.Sell · Maintained$80.00-59.3%Aug 3, 2026
$DOCU DocuSign, Inc.Hold · Maintained$50.00-41.4%Jun 5, 2026

Recent ratings

  • Oct 22, 2026 $IBM: Maintained · Buy · $280 · article
  • Oct 22, 2026 $META: Maintained · Buy · $875 · article
  • Oct 21, 2026 $AMZN: Maintained · Buy · $330
  • Oct 15, 2026 $GOOGL: Maintained · Buy · $445 · article
  • Oct 15, 2026 $AMZN: Maintained · Buy · $330 · article
  • Oct 15, 2026 $AMZN: Maintained · Buy · $330
  • Oct 14, 2026 $CRWV: Maintained · Buy · $150 · article
  • Oct 14, 2026 $META: Maintained · Buy · $875 · article
  • Oct 14, 2026 $MSFT: Maintained · Buy · $650 · article
  • Oct 14, 2026 $META: Maintained · Buy · $875
  • Oct 14, 2026 $MSFT: Maintained · Buy · $650
  • Oct 11, 2026 $DDOG: Maintained · Hold · $300 · article
  • Oct 11, 2026 $DDOG: Maintained · Hold · $300 · article
  • Oct 8, 2026 $META: Maintained · Buy · $875 · article
  • Oct 7, 2026 $WDAY: Maintained · Hold · $210 · article
  • Oct 2, 2026 $CRWV: Reiterated · Buy · $150 · article
  • Oct 1, 2026 $CRWV: Reiterated · Buy · $150 · article
  • Oct 1, 2026 $GOOGL: Maintained · Buy · $445 · article
  • Oct 1, 2026 $GOOGL: Maintained · Buy · $445
  • Sep 28, 2026 $META: Maintained · Buy · $875 · article

Brent Thill4.2★ · 54% success · +4.7% 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.