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.

Stars4.6★
Success86%
Excess return+19.4%
rank#965
Ratings71
ratings on stock perps61

Track record

TipRanks data via FMP
12 months3 years
Ratings127197
Stock1919
Buy / hold / sell84 / 43 / 0122 / 75 / 0
Upgrades / downgrades / initiations1 / 2 / 23 / 2 / 13
Price targets hit / missed52 / 38 (58%)99 / 41 (71%)
Avg. return after a rating (TipRanks)+4.3%+16.3%
Best / worst call+46.0% / -33.4%+125.1% / -33.4%

After buy calls: median 21-day move +1.5% · vs S&P 500 +0.5% · targets hit within a year 100% (n = 60)

Current calls on stock perps

StockCallTargetvs last closeDate
$HOOD Robinhood Markets, Inc.Buy · MaintainedAug 13, 2026
$SCHW Charles Schwab CorporationBuy · MaintainedJul 22, 2026
$BNY Bank of New York Mellon CorpBuy · Reiterated$178+9.5%Jul 16, 2026

Recent ratings

  • 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
  • Jun 26, 2026 $BNY: Maintained · Buy · $160 · article
  • Jun 23, 2026 $HOOD: Maintained · Buy · article
  • May 14, 2026 $HOOD: Maintained · Buy · article
  • May 12, 2026 $SCHW: Maintained · Buy · article
  • Apr 30, 2026 $HOOD: Maintained · Buy · $100 · article
  • Apr 17, 2026 $BNY: Reiterated · Buy · $148 · article
  • Apr 17, 2026 $SCHW: Reiterated · Buy · $120 · article
  • Apr 14, 2026 $HOOD: Maintained · Buy · $100 · article
  • Apr 13, 2026 $HOOD: Reiterated · Buy · $100 · article
  • Apr 1, 2026 $SCHW: Maintained · Buy · $120 · article
  • Apr 1, 2026 $BNY: Maintained · Buy · $140 · article
  • Mar 25, 2026 $HOOD: Maintained · Buy · article
  • Mar 16, 2026 $SCHW: Maintained · Buy · article

David Smith -CFA4.6★ · 86% success · +19.4% 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.