PerpEquitiesTop 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.
Stars4.1★
Success54%
Excess return+4.2%
rank#2,375
Ratings504
ratings on stock perps612
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 244 | 814 |
| Stock | 54 | 64 |
| Buy / hold / sell | 197 / 42 / 5 | 666 / 127 / 21 |
| Upgrades / downgrades / initiations | 1 / 6 / 2 | 9 / 10 / 4 |
| Price targets hit / missed | 45 / 186 (19%) | 241 / 543 (31%) |
| Avg. return after a rating (TipRanks) | -19.0% | +1.7% |
| Best / worst call | +136.9% / -74.2% | +1,175.9% / -92.7% |
After buy calls: median 21-day move +0.3% · vs S&P 500 -0.9% · targets hit within a year 61% (n = 562)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $ADBE Adobe Inc. | Hold · Maintained | $275 | +10.5% | Sep 11, 2026 |
| $ORCL Oracle Corporation | Buy · Maintained | $290 | +89.3% | Sep 11, 2026 |
| $SNOW Snowflake Inc. | Buy · Maintained | $430 | +30.4% | Sep 3, 2026 |
| $ADSK Autodesk, Inc. | Buy · Maintained | $300 | +41.8% | Aug 28, 2026 |
| $ESTC Elastic N.V. | Buy · Reiterated | $120 | +43.7% | Aug 28, 2026 |
| $WDAY Workday, Inc. | Hold · Maintained | $220 | +18.9% | Aug 28, 2026 |
| $CRM Salesforce, Inc. | Buy · Maintained | $300 | +23.5% | Aug 27, 2026 |
| $INTU Intuit | Buy · Maintained | $500 | +59.9% | Aug 23, 2026 |
| $CRWV CoreWeave, Inc. | Buy · Reiterated | $150 | +68.3% | Aug 12, 2026 |
| $TEAM Atlassian Corporation | Buy · Reiterated | $200 | +11.4% | Aug 7, 2026 |
| $DDOG Datadog | Hold · Maintained | $260 | +17.3% | Aug 6, 2026 |
| $GOOGL Alphabet Inc. Class A | Buy · Maintained | $445 | +33.8% | Aug 3, 2026 |
| $META Meta Platforms, Inc. | Buy · Maintained | $710 | +10.2% | Aug 3, 2026 |
| $MSFT Microsoft Corporation | Buy · Maintained | $575 | +16.8% | Aug 3, 2026 |
| $PLTR Palantir Technologies Inc. | Sell · Maintained | $80.00 | -51.8% | Aug 3, 2026 |
| $AMZN Amazon.com, Inc. | Buy · Maintained | $330 | +31.0% | Jul 31, 2026 |
| $IBM International Business Machines | Buy · Reiterated | $260 | +11.1% | Jul 23, 2026 |
Recent ratings
- Sep 11, 2026 $ORCL: Maintained · Buy · $290 · article
- Sep 11, 2026 $ADBE: Maintained · Hold · $275 · article
- Sep 11, 2026 $ORCL: Maintained · Buy · $290
- Sep 3, 2026 $SNOW: Maintained · Buy · $430 · article
- Sep 1, 2026 $ORCL: Maintained · Buy · $290 · article
- Aug 30, 2026 $ADBE: Maintained · Hold · $285 · article
- Aug 28, 2026 $ADSK: Maintained · Buy · $300 · article
- Aug 28, 2026 $WDAY: Maintained · Hold · $220 · article
- Aug 28, 2026 $ESTC: Reiterated · Buy · $120 · article
- Aug 27, 2026 $CRM: Maintained · Buy · $300 · article
- Aug 26, 2026 $CRM: Reiterated · Buy · $300 · article
- Aug 23, 2026 $WDAY: Maintained · Hold · $225 · article
- Aug 23, 2026 $INTU: Maintained · Buy · $500 · article
- Aug 16, 2026 $ADSK: Maintained · Buy · $300 · article
- Aug 17, 2026 $SNOW: Reiterated · Buy · $385 · article
- Aug 16, 2026 $ESTC: Maintained · Buy · $100 · article
- Aug 13, 2026 $WDAY: Maintained · Hold · $205 · article
- Aug 12, 2026 $CRWV: Reiterated · Buy · $150 · article
- Aug 7, 2026 $TEAM: Reiterated · Buy · $200 · article
- Aug 6, 2026 $DDOG: Maintained · Hold · $260 · article
Brent Thill4.1★ · 54% success · +4.2% 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.