PerpEquities

Top analysts on stock perps · Analyst

Finian O'Shea (Wells Fargo): analyst track record on stock perps

Finian O'Shea of Wells Fargo 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★
Success57%
Excess return+5.9%
rank#1,475
Ratings485
ratings on stock perps38

Track record

TipRanks data via FMP
12 months3 years
Ratings93501
Stock3143
Buy / hold / sell28 / 41 / 24150 / 242 / 109
Upgrades / downgrades / initiations4 / 9 / 216 / 24 / 5
Price targets hit / missed16 / 77 (17%)59 / 429 (12%)
Avg. return after a rating (TipRanks)-8.9%-21.8%
Best / worst call+19.2% / -36.7%+107.8% / -72.2%

After buy calls: median 21-day move +3.3% · vs S&P 500 +0.1% (n = 26)

Current calls on stock perps

StockCallTargetvs last closeDate
No current calls on stock perps.

Recent ratings

  • Apr 8, 2024 $BX: Reiterated · Hold · article
  • Apr 8, 2024 $BLK: Reiterated · Hold · article
  • Apr 8, 2024 $KKR: Reiterated · Hold · article
  • Apr 8, 2024 $APO: Reiterated · Hold · article
  • Apr 1, 2024 $BX: Maintained · Buy · $134 · article
  • Feb 8, 2024 $APO: Maintained · Buy · $118 · article
  • Feb 6, 2024 $KKR: Maintained · Buy · $103 · article
  • Feb 1, 2024 $BX: Maintained · Buy · $134 · article
  • Jan 25, 2024 $BX: Maintained · Buy · $134 · article
  • Jan 22, 2024 $BX: Maintained · Buy · $130 · article
  • Jan 22, 2024 $APO: Maintained · Buy · $110 · article
  • Jan 23, 2024 $KKR: Reiterated · Buy · $93.00 · article
  • Jan 12, 2024 $BLK: Maintained · Buy · $905 · article
  • Jan 2, 2024 $BX: Maintained · Buy · $127 · article
  • Dec 12, 2023 $BX: Maintained · Buy · $127 · article
  • Dec 12, 2023 $KKR: Maintained · Buy · $84.00 · article
  • Dec 12, 2023 $APO: Maintained · Buy · $103 · article
  • Dec 1, 2023 $BX: Maintained · Buy · $113 · article
  • Dec 1, 2023 $APO: Reiterated · Buy · $103 · article
  • Nov 30, 2023 $KKR: Reiterated · Buy · $84.00 · article

Finian O'Shea4.4★ · 57% success · +5.9% 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.