PerpEquitiesTop analysts on stock perps · Analyst
Erika Najarian (UBS): analyst track record on stock perps
Erika Najarian of UBS 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★
Success61%
Excess return+10.5%
rank#1,219
Ratings244
ratings on stock perps125
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 101 | 220 |
| Stock | 41 | 51 |
| Buy / hold / sell | 47 / 54 / 0 | 113 / 107 / 0 |
| Upgrades / downgrades / initiations | 4 / 1 / 0 | 8 / 5 / 9 |
| Price targets hit / missed | 41 / 60 (41%) | 149 / 71 (68%) |
| Avg. return after a rating (TipRanks) | +4.7% | +26.1% |
| Best / worst call | +760.1% / -72.9% | +760.1% / -72.9% |
After buy calls: median 21-day move +1.8% · vs S&P 500 -0.4% · targets hit within a year 100% (n = 116)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $COF Capital One | Buy · Maintained | $280 | +35.2% | Aug 5, 2026 |
| $AXP American Express | Hold · Maintained | $384 | +19.7% | Aug 3, 2026 |
| $BAC Bank of America Corporation | Buy · Maintained | $70.00 | +11.9% | Aug 3, 2026 |
| $C Citigroup Inc. | Hold · Maintained | $142 | +2.5% | Aug 3, 2026 |
| $GS The Goldman Sachs Group, Inc. | Hold · Maintained | $1,150 | +12.8% | Aug 3, 2026 |
| $JPM JPMorgan Chase & Co. | Buy · Maintained | $400 | +13.1% | Aug 3, 2026 |
| $MS Morgan Stanley | Buy · Maintained | $260 | +22.2% | Aug 3, 2026 |
| $PNC PNC Financial Services | Buy · Reiterated | $288 | +18.5% | Jul 7, 2026 |
| $USB U.S. Bancorp | Hold · Reiterated | $66.00 | +5.8% | Jul 7, 2026 |
| $WFC Wells Fargo & Company | Buy · Reiterated | $104 | +16.3% | Jul 7, 2026 |
Recent ratings
- Aug 3, 2026 $MS: Maintained · Buy · $260 · article
- Aug 3, 2026 $JPM: Maintained · Buy · $400 · article
- Aug 5, 2026 $COF: Maintained · Buy · $280 · article
- Aug 3, 2026 $GS: Maintained · Hold · $1,150 · article
- Aug 3, 2026 $BAC: Maintained · Buy · $70.00 · article
- Aug 3, 2026 $C: Maintained · Hold · $142 · article
- Aug 3, 2026 $AXP: Maintained · Hold · $384 · article
- Jul 7, 2026 $MS: Reiterated · Buy · $255 · article
- Jul 7, 2026 $C: Reiterated · Hold · $150 · article
- Jul 7, 2026 $PNC: Reiterated · Buy · $288 · article
- Jul 7, 2026 $USB: Reiterated · Hold · $66.00 · article
- Jul 7, 2026 $BAC: Reiterated · Buy · $68.00 · article
- Jul 7, 2026 $COF: Reiterated · Buy · $275 · article
- Jul 7, 2026 $GS: Reiterated · Hold · $1,120 · article
- Jul 7, 2026 $JPM: Reiterated · Buy · $384 · article
- Jul 7, 2026 $WFC: Reiterated · Buy · $104 · article
- Jul 7, 2026 $AXP: Reiterated · Hold · $386 · article
- Jun 25, 2026 $PNC: Reiterated · Buy · $263 · article
- Jun 25, 2026 $PNC: Reiterated · Buy · $263
- May 6, 2026 $C: Reiterated · Hold · $134 · article
Erika Najarian4.5★ · 61% success · +10.5% 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.