PerpEquities

Top analysts on stock perps · Analyst

David Windley (Jefferies): analyst track record on stock perps

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

Stars4.7★
Success59%
Excess return+9.7%
rank#738
Ratings495
ratings on stock perps56

Track record

TipRanks data via FMP
12 months3 years
Ratings38197
Stock1926
Buy / hold / sell28 / 9 / 1121 / 67 / 9
Upgrades / downgrades / initiations4 / 2 / 013 / 9 / 5
Price targets hit / missed27 / 11 (71%)87 / 110 (44%)
Avg. return after a rating (TipRanks)+22.4%+4.6%
Best / worst call+171.5% / -35.8%+307.3% / -99.3%

After buy calls: median 21-day move +0.7% · vs S&P 500 -2.2% · targets hit within a year 30% (n = 53)

Current calls on stock perps

StockCallTargetvs last closeDate
$CI CignaHold · Downgraded$307+9.3%Aug 3, 2026
$ELV Elevance HealthBuy · Maintained$450+8.0%Jul 16, 2026
$OSCR Oscar Health, Inc.Hold · Upgraded$16.00-50.9%Apr 20, 2026
$UNH UnitedHealth Group IncorporatedBuy · Maintained$373-3.9%Apr 20, 2026

Recent ratings

  • Aug 3, 2026 $CI: Downgraded · Hold · $307 · article
  • Jul 16, 2026 $ELV: Maintained · Buy · $450 · article
  • Apr 20, 2026 $UNH: Maintained · Buy · $373 · article
  • Apr 20, 2026 $CI: Maintained · Buy · $330 · article
  • Apr 20, 2026 $ELV: Maintained · Buy · $391 · article
  • Apr 20, 2026 $OSCR: Upgraded · Hold · $16.00 · article
  • Feb 27, 2026 $UNH: Maintained · Buy · $340 · article
  • Jan 28, 2026 $UNH: Maintained · Buy · $340 · article
  • Dec 22, 2025 $OSCR: Maintained · Sell · $12.00 · article
  • Oct 28, 2025 $UNH: Maintained · Buy · $418 · article
  • Oct 16, 2025 $UNH: Maintained · Buy · $409 · article
  • Aug 1, 2025 $CI: Maintained · Buy · $336 · article
  • Jul 23, 2025 $OSCR: Maintained · Sell · $8.00 · article
  • Jul 18, 2025 $ELV: Maintained · Buy · $370 · article
  • Jul 10, 2025 $OSCR: Reiterated · Sell · $9.00 · article
  • Jun 11, 2025 $UNH: Maintained · Buy · $399 · article
  • Jun 2, 2025 $VEEV: Maintained · Buy · $335 · article
  • May 13, 2025 $UNH: Maintained · Buy · $400 · article
  • May 7, 2025 $OSCR: Maintained · Sell · $12.00 · article
  • May 5, 2025 $CI: Maintained · Buy · $397 · article

David Windley4.7★ · 59% success · +9.7% 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.