PerpEquities

Top 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.

Stars4.4★
Success58%
Excess return+8.8%
rank#1,417
Ratings254
ratings on stock perps136

Track record

TipRanks data via FMP
12 months3 years
Ratings126253
Stock4756
Buy / hold / sell64 / 62 / 0132 / 121 / 0
Upgrades / downgrades / initiations4 / 1 / 08 / 5 / 9
Price targets hit / missed6 / 120 (5%)104 / 149 (41%)
Avg. return after a rating (TipRanks)-15.6%+7.6%
Best / worst call+15.1% / -76.2%+669.5% / -76.2%

After buy calls: median 21-day move +2.6% · vs S&P 500 +1.0% (n = 59) · targets hit within a year 97% (n = 39)

Current calls on stock perps

StockCallTargetvs last closeDate
$AXP American ExpressHold · Maintained$345+10.1%Oct 5, 2026
$BAC Bank of America CorporationBuy · Maintained$67.00+32.5%Oct 5, 2026
$C Citigroup Inc.Hold · Maintained$139+15.2%Oct 5, 2026
$GS The Goldman Sachs Group, Inc.Hold · Maintained$1,010+15.3%Oct 5, 2026
$HBAN Huntington Bancshares IncorporatedBuy · Maintained$19.00+20.8%Oct 5, 2026
$JPM JPMorgan Chase & Co.Buy · Maintained$395+19.1%Oct 5, 2026
$MS Morgan StanleyBuy · Maintained$236+31.5%Oct 5, 2026
$PNC PNC Financial ServicesBuy · Maintained$286+27.4%Oct 5, 2026
$USB U.S. BancorpHold · Maintained$64.00+7.4%Oct 5, 2026
$WFC Wells Fargo & CompanyBuy · Maintained$102+23.8%Oct 5, 2026
$COF Capital OneBuy · Maintained$280+39.1%Aug 5, 2026

Recent ratings

  • Oct 5, 2026 $MS: Maintained · Buy · $236 · article
  • Oct 5, 2026 $HBAN: Maintained · Buy · $19.00 · article
  • Oct 5, 2026 $BAC: Maintained · Buy · $67.00 · article
  • Oct 5, 2026 $AXP: Maintained · Hold · $345 · article
  • Oct 5, 2026 $PNC: Maintained · Buy · $286 · article
  • Oct 5, 2026 $WFC: Maintained · Buy · $102 · article
  • Oct 5, 2026 $GS: Maintained · Hold · $1,010 · article
  • Oct 5, 2026 $USB: Maintained · Hold · $64.00 · article
  • Oct 5, 2026 $JPM: Maintained · Buy · $395 · article
  • Oct 5, 2026 $C: Maintained · Hold · $139 · article
  • Oct 5, 2026 $USB: Maintained · Hold · $64.00
  • 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

Erika Najarian4.4★ · 58% success · +8.8% 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.