PerpEquities

Top analysts on stock perps · Analyst

Gerard Cassidy (RBC Capital): analyst track record on stock perps

Gerard Cassidy of RBC Capital on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.

Stars5★
Success73%
Excess return+15.8%
rank#101
Ratings506
ratings on stock perps275

Track record

TipRanks data via FMP
12 months3 years
Ratings198495
Stock4343
Buy / hold / sell150 / 48 / 0368 / 127 / 0
Upgrades / downgrades / initiations0 / 1 / 01 / 1 / 0
Price targets hit / missed128 / 69 (65%)424 / 69 (86%)
Avg. return after a rating (TipRanks)+5.7%+40.8%
Best / worst call+53.0% / -75.5%+225.2% / -75.5%

After buy calls: median 21-day move +2.4% · vs S&P 500 +0.8% · targets hit within a year 98% (n = 254)

Current calls on stock perps

StockCallTargetvs last closeDate
$USB U.S. BancorpBuy · Maintained$68.00+9.0%Aug 24, 2026
$GS The Goldman Sachs Group, Inc.Hold · Maintained$1,220+19.6%Aug 12, 2026
$MS Morgan StanleyHold · Maintained$243+14.2%Jul 17, 2026
$BNY Bank of New York Mellon CorpHold · Maintained$168+3.3%Jul 15, 2026
$PNC PNC Financial ServicesBuy · Maintained$273+12.4%Jul 15, 2026
$BAC Bank of America CorporationBuy · Maintained$65.00+3.9%Jul 14, 2026
$C Citigroup Inc.Buy · Maintained$150+8.3%Jul 14, 2026
$JPM JPMorgan Chase & Co.Buy · Maintained$370+4.6%Jul 14, 2026
$WFC Wells Fargo & CompanyBuy · Maintained$100+11.8%Jul 14, 2026

Recent ratings

  • Aug 24, 2026 $USB: Maintained · Buy · $68.00 · article
  • Aug 12, 2026 $GS: Maintained · Hold · $1,220 · article
  • Aug 3, 2026 $GS: Maintained · Hold · $1,220 · article
  • Jul 16, 2026 $USB: Maintained · Buy · $68.00 · article
  • Jul 17, 2026 $MS: Maintained · Hold · $243 · article
  • Jul 15, 2026 $BNY: Maintained · Hold · $168 · article
  • Jul 15, 2026 $PNC: Maintained · Buy · $273 · article
  • Jul 14, 2026 $C: Maintained · Buy · $150 · article
  • Jul 14, 2026 $BAC: Maintained · Buy · $65.00 · article
  • Jul 14, 2026 $WFC: Maintained · Buy · $100 · article
  • Jul 14, 2026 $JPM: Maintained · Buy · $370 · article
  • Jul 15, 2026 $GS: Maintained · Hold · $1,220 · article
  • Jun 29, 2026 $BAC: Maintained · Buy · $59.00 · article
  • Jun 22, 2026 $USB: Maintained · Buy · $61.00 · article
  • Jun 22, 2026 $C: Maintained · Buy · $150 · article
  • Jun 22, 2026 $WFC: Maintained · Buy · $100 · article
  • Jun 22, 2026 $BNY: Maintained · Hold · $142 · article
  • Jun 22, 2026 $JPM: Maintained · Buy · $330 · article
  • Jun 22, 2026 $MS: Maintained · Hold · $207 · article
  • Jun 22, 2026 $BAC: Maintained · Buy · $59.00 · article

Gerard Cassidy5★ · 73% success · +15.8% 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.