PerpEquitiesTop 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.
Stars4.1★
Success47%
Excess return+5.7%
rank#2,180
Ratings500
ratings on stock perps186
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 108 | 329 |
| Stock | 32 | 34 |
| Buy / hold / sell | 82 / 26 / 0 | 248 / 81 / 0 |
| Upgrades / downgrades / initiations | 1 / 3 / 3 | 5 / 6 / 7 |
| Price targets hit / missed | 14 / 70 (17%) | 28 / 222 (11%) |
| Avg. return after a rating (TipRanks) | -22.0% | -31.9% |
| Best / worst call | +17.2% / -60.4% | +118.3% / -88.6% |
After buy calls: median 21-day move -1.5% · vs S&P 500 -2.3% · targets hit within a year 34% (n = 173)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $PATH UiPath Inc. | Hold · Maintained | – | – | Sep 4, 2026 |
| $WDAY Workday, Inc. | Buy · Maintained | $220 | +18.9% | Aug 28, 2026 |
| $CRM Salesforce, Inc. | Buy · Reiterated | $275 | +13.2% | Aug 27, 2026 |
| $NOW ServiceNow, Inc. | Buy · Reiterated | $140 | +6.7% | Jul 23, 2026 |
| $MSFT Microsoft Corporation | Buy · Maintained | $515 | +4.6% | Jul 22, 2026 |
| $ADBE Adobe Inc. | Hold · Maintained | – | – | Jun 12, 2026 |
| $ORCL Oracle Corporation | Buy · Maintained | $275 | +79.5% | Jun 11, 2026 |
| $FIG Figma, Inc. | Hold · Initiated | – | – | Mar 25, 2026 |
Recent ratings
- 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
- May 28, 2026 $CRM: Maintained · Buy · $250 · article
- May 22, 2026 $WDAY: Reiterated · Buy · $165 · article
- May 12, 2026 $ORCL: Reiterated · Buy · $235 · article
- May 5, 2026 $NOW: Reiterated · Buy · $130 · article
- Apr 30, 2026 $MSFT: Maintained · Buy · $515 · article
- Apr 23, 2026 $NOW: Maintained · Buy · $130 · article
- Apr 15, 2026 $NOW: Maintained · Buy · $130 · article
Brian Schwartz4.1★ · 47% success · +5.7% 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.