Top analysts on stock perps · Analyst

Jake Bartlett (Truist Financial): analyst track record on stock perps

Jake Bartlett of Truist Financial on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.

Stars4.7★

Success56%

Excess return+10.5%

rank#724

Ratings498

ratings on stock perps84

Track record

TipRanks data via FMP

	12 months	3 years
Ratings	81	381
Stock	18	21
Buy / hold / sell	50 / 31 / 0	277 / 104 / 0
Upgrades / downgrades / initiations	0 / 2 / 1	2 / 6 / 1
Price targets hit / missed	10 / 51 (16%)	77 / 259 (23%)
Avg. return after a rating (TipRanks)	-23.2%	-18.9%
Best / worst call	+36.9% / -72.4%	+366.7% / -89.5%

After buy calls: median 21-day move -0.9% · vs S&P 500 -2.7% · targets hit within a year 18% (n = 75)

Current calls on stock perps

Stock	Call	Target	vs last close	Date
$CMG Chipotle Mexican Grill, Inc.	Hold · Maintained	–	–	Mar 18, 2026
$MCD McDonald's Corporation	Hold · Reiterated	–	–	Mar 18, 2026
$WEN The Wendy's Company	Hold · Reiterated	–	–	Mar 18, 2026

Recent ratings

Mar 18, 2026 $CMG: Maintained · Hold · article
Mar 18, 2026 $MCD: Reiterated · Hold · article
Mar 18, 2026 $WEN: Reiterated · Hold · article
Feb 17, 2026 $WEN: Maintained · Buy · $10.00 · article
Feb 12, 2026 $MCD: Maintained · Buy · $370 · article
Feb 4, 2026 $CMG: Maintained · Buy · $50.00 · article
Jan 8, 2026 $CMG: Maintained · Buy · $50.00 · article
Jan 8, 2026 $MCD: Maintained · Buy · $356 · article
Jan 8, 2026 $WEN: Maintained · Buy · $11.00 · article
Nov 10, 2025 $WEN: Maintained · Buy · $12.00 · article
Nov 6, 2025 $MCD: Maintained · Buy · $350 · article
Oct 30, 2025 $CMG: Maintained · Buy · $45.00 · article
Oct 14, 2025 $MCD: Maintained · Buy · $350 · article
Oct 14, 2025 $WEN: Maintained · Buy · $12.00 · article
Oct 14, 2025 $CMG: Maintained · Buy · $53.00 · article
Sep 25, 2025 $WEN: Maintained · Buy · $13.00 · article
Sep 8, 2025 $CMG: Maintained · Buy · article
Sep 3, 2025 $MCD: Maintained · Buy · article
Aug 11, 2025 $WEN: Maintained · Buy · $13.00 · article
Aug 7, 2025 $MCD: Maintained · Buy · $360 · article

Jake Bartlett4.7★ · 56% success · +10.5% 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.