PerpEquities

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#649
Ratings498
ratings on stock perps88

Track record

TipRanks data via FMP
12 months3 years
Ratings72360
Stock1821
Buy / hold / sell42 / 30 / 0261 / 99 / 0
Upgrades / downgrades / initiations0 / 2 / 12 / 6 / 1
Price targets hit / missed11 / 41 (21%)79 / 236 (25%)
Avg. return after a rating (TipRanks)-21.0%-18.7%
Best / worst call+51.9% / -69.9%+332.7% / -91.1%

After buy calls: median 21-day move -0.9% · vs S&P 500 -2.3% (n = 75) · targets hit within a year 17% (n = 59)

Current calls on stock perps

StockCallTargetvs last closeDate
No current calls on stock perps.

Recent ratings

  • Mar 18, 2026 $CMG: Maintained · Hold · article
  • Mar 18, 2026 $WEN: Reiterated · Hold · article
  • Mar 18, 2026 $MCD: Reiterated · Hold · article
  • Mar 18, 2026 $CAVA: Reiterated · Hold · article
  • Feb 25, 2026 $CAVA: Maintained · Buy · $85.00 · 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 $CAVA: Maintained · Buy · $78.00 · article
  • Jan 8, 2026 $MCD: Maintained · Buy · $356 · article
  • Jan 8, 2026 $WEN: Maintained · Buy · $11.00 · article
  • Dec 4, 2025 $CAVA: Initiated · Buy · $66.00 · 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

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.