PerpEquitiesTop analysts on stock perps · Analyst
David Motemaden (Evercore ISI): analyst track record on stock perps
David Motemaden of Evercore ISI on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.
Stars4.3★
Success66%
Excess return+7.6%
rank#1,639
Ratings227
ratings on stock perps128
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 180 | 391 |
| Stock | 44 | 44 |
| Buy / hold / sell | 86 / 89 / 5 | 180 / 199 / 12 |
| Upgrades / downgrades / initiations | 1 / 3 / 1 | 4 / 5 / 11 |
| Price targets hit / missed | 55 / 122 (31%) | 136 / 252 (35%) |
| Avg. return after a rating (TipRanks) | -7.9% | -4.3% |
| Best / worst call | +33.8% / -35.1% | +107.7% / -44.1% |
After buy calls: median 21-day move +1.1% · vs S&P 500 -0.9% · targets hit within a year 66% (n = 124)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $SPGI S&P Global | Buy · Maintained | $543 | +32.3% | Sep 2, 2026 |
| $AON Aon | Buy · Maintained | $436 | +41.7% | Aug 31, 2026 |
| $PGR Progressive Corporation | Hold · Maintained | $230 | +6.4% | Aug 4, 2026 |
| $CB Chubb Limited | Buy · Maintained | $374 | +10.4% | Jul 23, 2026 |
| $MCO Moody's Corporation | Buy · Maintained | $588 | +25.8% | Jul 23, 2026 |
| $MRSH Marsh & McLennan Companies, Inc. | Buy · Maintained | $234 | +32.0% | Jul 22, 2026 |
| $TRV Travelers Companies (The) | Hold · Maintained | $338 | -8.0% | Jul 20, 2026 |
Recent ratings
- Sep 2, 2026 $SPGI: Maintained · Buy · $543 · article
- Aug 31, 2026 $AON: Maintained · Buy · $436 · article
- Aug 18, 2026 $AON: Maintained · Buy · $436 · article
- Aug 4, 2026 $PGR: Maintained · Hold · $230 · article
- Jul 30, 2026 $AON: Maintained · Buy · $436 · article
- Jul 23, 2026 $MCO: Maintained · Buy · $588 · article
- Jul 23, 2026 $CB: Maintained · Buy · $374 · article
- Jul 22, 2026 $MRSH: Maintained · Buy · $234 · article
- Jul 20, 2026 $TRV: Maintained · Hold · $338 · article
- Jul 10, 2026 $MRSH: Maintained · Buy · $234 · article
- Jul 10, 2026 $CB: Reiterated · Buy · $374 · article
- Jul 10, 2026 $PGR: Maintained · Hold · $240 · article
- Jul 10, 2026 $TRV: Downgraded · Hold · $329 · article
- Jun 12, 2026 $MCO: Maintained · Buy · $570 · article
- May 5, 2026 $PGR: Maintained · Hold · $230 · article
- Apr 29, 2026 $SPGI: Maintained · Buy · $560 · article
- Apr 21, 2026 $MCO: Maintained · Buy · article
- Apr 17, 2026 $MRSH: Maintained · Buy · $236 · article
- Apr 17, 2026 $TRV: Maintained · Buy · $321 · article
- Apr 9, 2026 $TRV: Maintained · Buy · $317 · article
David Motemaden4.3★ · 66% success · +7.6% 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.