PerpEquities

Top analysts on stock perps · Analyst

David Smith -CFA (Truist Financial): analyst track record on stock perps

David Smith -CFA of Truist Financial on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.

Stars4★
Success63%
Excess return+9.2%
rank#2,528
Ratings82
ratings on stock perps74

Track record

TipRanks data via FMP
12 months3 years
Ratings144230
Stock2323
Buy / hold / sell92 / 52 / 0139 / 91 / 0
Upgrades / downgrades / initiations1 / 2 / 43 / 2 / 15
Price targets hit / missed25 / 75 (25%)70 / 93 (43%)
Avg. return after a rating (TipRanks)-7.3%+2.7%
Best / worst call+26.5% / -36.2%+95.0% / -37.4%

After buy calls: median 21-day move +1.0% · vs S&P 500 0.0% (n = 63)

Current calls on stock perps

StockCallTargetvs last closeDate
$BNY Bank of New York Mellon CorpBuy · Maintained$165+13.6%Oct 16, 2026
$SCHW Charles Schwab CorporationBuy · Maintained$112+23.6%Oct 16, 2026
$HOOD Robinhood Markets, Inc.Buy · Maintained$134+40.9%Oct 13, 2026
$BAC Bank of America CorporationBuy · Maintained––Sep 11, 2026

Recent ratings

  • Oct 16, 2026 $BNY: Maintained · Buy · $165 · article
  • Oct 16, 2026 $BNY: Maintained · Buy · $165 · article
  • Oct 16, 2026 $SCHW: Maintained · Buy · $112 · article
  • Oct 13, 2026 $HOOD: Maintained · Buy · $134 · article
  • Oct 13, 2026 $SCHW: Maintained · Buy · $125 · article
  • Sep 25, 2026 $BNY: Maintained · Buy · $172 · article
  • Sep 25, 2026 $BNY: Maintained · Buy · $172 · article
  • Sep 16, 2026 $SCHW: Maintained · Buy · article
  • Sep 16, 2026 $SCHW: Maintained · Buy
  • Sep 11, 2026 $HOOD: Maintained · Buy · article
  • Sep 11, 2026 $BAC: Maintained · Buy · article
  • Sep 11, 2026 $BAC: Maintained · Buy
  • Sep 11, 2026 $HOOD: Maintained · Buy
  • Aug 13, 2026 $HOOD: Maintained · Buy · article
  • Jul 28, 2026 $HOOD: Maintained · Buy · article
  • Jul 24, 2026 $HOOD: Maintained · Buy · $130 · article
  • Jul 22, 2026 $SCHW: Maintained · Buy · article
  • Jul 16, 2026 $BNY: Reiterated · Buy · $178 · article
  • Jul 13, 2026 $HOOD: Maintained · Buy · $130 · article
  • Jun 29, 2026 $HOOD: Maintained · Buy · $100 · article

David Smith -CFA4★ · 63% success · +9.2% 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.