Top analysts on stock perps · Analyst
Heather Balsky (Bank of America Securities): analyst track record on stock perps
Heather Balsky of Bank of America Securities on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.
Stars4.2★
Success60%
Excess return+7.3%
rank#1,885
Ratings220
ratings on stock perps55
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 0 | 132 |
| Stock | 0 | 22 |
| Buy / hold / sell | – | 91 / 16 / 25 |
| Upgrades / downgrades / initiations | 0 / 0 / 0 | 4 / 3 / 1 |
| Price targets hit / missed | – | 34 / 88 (28%) |
| Avg. return after a rating (TipRanks) | – | -18.2% |
| Best / worst call | – / – | +78.3% / -70.9% |
After buy calls: median 21-day move +3.7% · vs S&P 500 +2.3% (n = 26)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| No current calls on stock perps. | ||||
Recent ratings
- Jul 31, 2024 $SPGI: Reiterated · Buy · article
- Jul 23, 2024 $FDS: Reiterated · Sell · $407 · article
- Jul 18, 2024 $CTAS: Reiterated · Buy · $219 · article
- Jul 16, 2024 $MCO: Reiterated · Buy · $510 · article
- Jul 16, 2024 $SPGI: Reiterated · Buy · $540 · article
- Jun 28, 2024 $SPGI: Maintained · Buy · $530 · article
- Jun 21, 2024 $FDS: Reiterated · Sell · $407 · article
- Jun 10, 2024 $SPGI: Maintained · Buy · article
- Jun 5, 2024 $FDS: Reiterated · Sell · $407 · article
- May 31, 2024 $SPGI: Reiterated · Buy · $530 · article
- May 30, 2024 $FDS: Downgraded · Sell · $407 · article
- May 1, 2024 $SPGI: Reiterated · Buy · $530 · article
- Apr 30, 2024 $MSCI: Upgraded · Hold · $525 · article
- Apr 24, 2024 $MSCI: Reiterated · Sell · $425 · article
- Apr 18, 2024 $SPGI: Reiterated · Buy · $530 · article
- Apr 18, 2024 $MCO: Reiterated · Buy · $430 · article
- Mar 28, 2024 $CTAS: Reiterated · Buy · $196 · article
- Mar 21, 2024 $FDS: Reiterated · Hold · $500 · article
- Mar 18, 2024 $FDS: Maintained · Hold · $500 · article
- Feb 13, 2024 $MCO: Reiterated · Buy · $430 · article
Heather Balsky4.2★ · 60% success · +7.3% 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.