PerpEquitiesTop 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 perps35
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 0 | 146 |
| Stock | 0 | 22 |
| Buy / hold / sell | – | 102 / 17 / 27 |
| Upgrades / downgrades / initiations | 0 / 0 / 0 | 5 / 3 / 1 |
| Price targets hit / missed | – | 43 / 93 (32%) |
| Avg. return after a rating (TipRanks) | – | -17.8% |
| Best / worst call | – / – | +83.1% / -73.4% |
After buy calls: median 21-day move +3.7% · vs S&P 500 +2.3% · targets hit within a year 96% (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 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 10, 2024 $SPGI: Maintained · Buy · article
- May 31, 2024 $SPGI: Reiterated · Buy · $530 · article
- May 1, 2024 $SPGI: Reiterated · Buy · $530 · 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
- Feb 13, 2024 $MCO: Reiterated · Buy · $430 · article
- Feb 8, 2024 $SPGI: Reiterated · Buy · $530 · article
- Jan 18, 2024 $MCO: Reiterated · Buy · $411 · article
- Jan 18, 2024 $SPGI: Reiterated · Buy · $480 · article
- Dec 21, 2023 $CTAS: Reiterated · Buy · $175 · article
- Dec 7, 2023 $SPGI: Reiterated · Buy · $480 · article
- Nov 28, 2023 $CTAS: Maintained · Buy · $158 · article
- Nov 28, 2023 $SPGI: Maintained · Buy · $480 · article
- Nov 3, 2023 $SPGI: Reiterated · Buy · $455 · 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.