PerpEquities

Top analysts on stock perps · Analyst

Brian Schwartz (Oppenheimer): analyst track record on stock perps

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

Stars4.4★
Success49%
Excess return+7.7%
rank#1,389
Ratings500
ratings on stock perps193

Track record

TipRanks data via FMP
12 months3 years
Ratings116336
Stock3134
Buy / hold / sell92 / 24 / 0257 / 79 / 0
Upgrades / downgrades / initiations1 / 4 / 14 / 7 / 7
Price targets hit / missed30 / 64 (32%)50 / 209 (19%)
Avg. return after a rating (TipRanks)-9.0%-20.2%
Best / worst call+52.8% / -64.2%+142.3% / -86.5%

After buy calls: median 21-day move -1.7% · vs S&P 500 -2.4% (n = 146) · targets hit within a year 32% (n = 105)

Current calls on stock perps

StockCallTargetvs last closeDate
$CRM Salesforce, Inc.Buy · Maintained$275+10.6%Oct 21, 2026
$WDAY Workday, Inc.Buy · Reiterated$220+4.8%Oct 14, 2026
$NOW ServiceNow, Inc.Buy · Reiterated$165+3.8%Oct 13, 2026
$ORCL Oracle CorporationBuy · Reiterated$275+118.0%Sep 11, 2026
$PATH UiPath Inc.Hold · Maintained––Sep 4, 2026
$MSFT Microsoft CorporationBuy · Maintained$515-1.8%Jul 22, 2026
$ADBE Adobe Inc.Hold · Maintained––Jun 12, 2026

Recent ratings

  • Oct 21, 2026 $CRM: Maintained · Buy · $275
  • Oct 14, 2026 $WDAY: Reiterated · Buy · $220 · article
  • Oct 13, 2026 $NOW: Reiterated · Buy · $165 · article
  • Sep 29, 2026 $CRM: Reiterated · Buy · $275 · article
  • Sep 17, 2026 $CRM: Reiterated · Buy · $275 · article
  • Sep 11, 2026 $ORCL: Reiterated · Buy · $275 · article
  • Sep 11, 2026 $ORCL: Reiterated · Buy · $275
  • Sep 4, 2026 $PATH: Maintained · Hold · article
  • Aug 28, 2026 $WDAY: Maintained · Buy · $220 · article
  • Aug 27, 2026 $CRM: Reiterated · Buy · $275 · article
  • Aug 24, 2026 $WDAY: Reiterated · Buy · $220 · article
  • Aug 20, 2026 $CRM: Reiterated · Buy · $250 · article
  • Jul 23, 2026 $NOW: Reiterated · Buy · $140 · article
  • Jul 22, 2026 $MSFT: Maintained · Buy · $515 · article
  • Jul 15, 2026 $NOW: Reiterated · Buy · $140 · article
  • Jun 12, 2026 $ADBE: Maintained · Hold · article
  • Jun 11, 2026 $WDAY: Reiterated · Buy · $165 · article
  • Jun 11, 2026 $ORCL: Maintained · Buy · $275 · article
  • Jun 10, 2026 $NOW: Reiterated · Buy · $130 · article
  • May 29, 2026 $PATH: Maintained · Hold · article

Brian Schwartz4.4★ · 49% success · +7.7% 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.