PerpEquitiesTop analysts on stock perps · Analyst
David Vernon (Bernstein): analyst track record on stock perps
David Vernon of Bernstein on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.
Stars4.5★
Success64%
Excess return+10.1%
rank#1,214
Ratings222
ratings on stock perps167
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 150 | 367 |
| Stock | 34 | 35 |
| Buy / hold / sell | 100 / 50 / 0 | 232 / 133 / 2 |
| Upgrades / downgrades / initiations | 2 / 0 / 5 | 6 / 5 / 5 |
| Price targets hit / missed | 40 / 108 (27%) | 178 / 184 (49%) |
| Avg. return after a rating (TipRanks) | -6.7% | +1.6% |
| Best / worst call | +69.5% / -51.1% | +81.0% / -97.7% |
After buy calls: median 21-day move +2.2% · vs S&P 500 -1.1% · targets hit within a year 36% (n = 160)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $NSC Norfolk Southern Railway | Buy · Maintained | $396 | +22.5% | Sep 3, 2026 |
| $UPS United Parcel Service | Buy · Maintained | $133 | +33.0% | Jul 28, 2026 |
| $UNP Union Pacific Corporation | Buy · Maintained | $346 | +21.1% | Jul 27, 2026 |
| $FDX FedEx | Buy · Maintained | $397 | +27.3% | Jul 24, 2026 |
| $AAL American Airlines Group Inc. | Buy · Maintained | $23.00 | +79.0% | Jul 1, 2026 |
| $CSX CSX Corporation | Hold · Maintained | $39.00 | -20.5% | Jun 25, 2026 |
Recent ratings
- Sep 3, 2026 $NSC: Maintained · Buy · $396
- Aug 24, 2026 $NSC: Maintained · Buy · $396 · article
- Jul 27, 2026 $UNP: Maintained · Buy · $346 · article
- Jul 28, 2026 $UPS: Maintained · Buy · $133 · article
- Jul 24, 2026 $FDX: Maintained · Buy · $397 · article
- Jul 21, 2026 $UPS: Maintained · Buy · $133
- Jul 1, 2026 $AAL: Maintained · Buy · $23.00 · article
- Jun 25, 2026 $NSC: Maintained · Buy · $378 · article
- Jun 25, 2026 $CSX: Maintained · Hold · $39.00 · article
- Jun 25, 2026 $UPS: Maintained · Buy · $130 · article
- Jun 25, 2026 $UPS: Maintained · Buy · $130
- Jun 25, 2026 $FDX: Reiterated · Buy · $397 · article
- Apr 9, 2026 $FDX: Maintained · Buy · $470 · article
- Mar 31, 2026 $NSC: Maintained · Buy · $313 · article
- Mar 31, 2026 $UNP: Maintained · Buy · $293 · article
- Mar 31, 2026 $CSX: Maintained · Hold · $39.00 · article
- Mar 24, 2026 $AAL: Reiterated · Buy · $20.00 · article
- Mar 19, 2026 $FDX: Reiterated · Buy · $466 · article
- Mar 10, 2026 $UNP: Maintained · Buy · $289 · article
- Mar 5, 2026 $FDX: Reiterated · Buy · $457 · article
David Vernon4.5★ · 64% success · +10.1% 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.