PerpEquitiesTop 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+6.0%
rank#1,559
Ratings485
ratings on stock perps38
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 90 | 508 |
| Stock | 30 | 43 |
| Buy / hold / sell | 28 / 40 / 22 | 155 / 245 / 108 |
| Upgrades / downgrades / initiations | 4 / 7 / 2 | 13 / 22 / 5 |
| Price targets hit / missed | 37 / 53 (41%) | 109 / 386 (22%) |
| Avg. return after a rating (TipRanks) | -3.8% | -14.1% |
| Best / worst call | +32.0% / -34.9% | +107.8% / -68.6% |
After buy calls: median 21-day move +1.6% · vs S&P 500 -0.5% · targets hit within a year 100% (n = 30)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| 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 · +6.0% 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.