Top analysts on stock perps · Analyst
James Friedman (Susquehanna): analyst track record on stock perps
James Friedman of Susquehanna on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.
Stars2.8★
Success52%
Excess return+1.0%
rank#5,530
Ratings455
ratings on stock perps152
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 164 | 333 |
| Stock | 57 | 60 |
| Buy / hold / sell | 93 / 71 / 0 | 209 / 119 / 5 |
| Upgrades / downgrades / initiations | 1 / 3 / 4 | 7 / 8 / 10 |
| Price targets hit / missed | 26 / 138 (16%) | 53 / 279 (16%) |
| Avg. return after a rating (TipRanks) | -19.5% | -26.1% |
| Best / worst call | +75.8% / -73.5% | +159.4% / -96.9% |
After buy calls: median 21-day move +1.6% · vs S&P 500 -1.1% (n = 97) · targets hit within a year 47% (n = 60)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $IBM International Business Machines | Hold · Maintained | $256 | +1.0% | Oct 26, 2026 |
| $NU Nu Holdings Ltd. | Hold · Maintained | $16.00 | +27.1% | Oct 26, 2026 |
| $V Visa Inc. | Buy · Reiterated | $480 | +18.9% | Oct 26, 2026 |
| $XYZ Block, Inc. | Buy · Maintained | $100 | +30.8% | Oct 21, 2026 |
| $CRCL Circle Internet Group, Inc. | Hold · Maintained | $92.00 | +15.4% | Oct 19, 2026 |
| $ACN Accenture | Hold · Maintained | $230 | -6.0% | Oct 15, 2026 |
| $AFRM Affirm Holdings, Inc. | Buy · Maintained | $110 | +57.6% | Oct 8, 2026 |
| $MELI MercadoLibre, Inc. | Buy · Maintained | $2,500 | +49.8% | Oct 6, 2026 |
| $GPN Global Payments Inc. | Buy · Maintained | $111 | +34.0% | Sep 10, 2026 |
| $INTU Intuit | Buy · Maintained | $415 | +22.1% | Aug 26, 2026 |
| $CTSH Cognizant Technology Solutions Corporation | Buy · Maintained | $82.00 | +16.2% | Jul 30, 2026 |
| $PYPL PayPal Holdings, Inc. | Buy · Maintained | $67.00 | +21.8% | Jul 28, 2026 |
| $MA Mastercard Incorporated | Buy · Maintained | $665 | +8.4% | Apr 30, 2026 |
Recent ratings
- Oct 26, 2026 $NU: Maintained · Hold · $16.00 · article
- Oct 26, 2026 $V: Reiterated · Buy · $480 · article
- Oct 26, 2026 $V: Reiterated · Buy · $480 · article
- Oct 26, 2026 $IBM: Maintained · Hold · $256
- Oct 22, 2026 $IBM: Maintained · Hold · $256 · article
- Oct 21, 2026 $XYZ: Maintained · Buy · $100 · article
- Oct 21, 2026 $XYZ: Maintained · Buy · $100
- Oct 19, 2026 $CRCL: Maintained · Hold · $92.00
- Oct 15, 2026 $ACN: Maintained · Hold · $230 · article
- Oct 15, 2026 $ACN: Maintained · Hold · $230 · article
- Oct 8, 2026 $AFRM: Maintained · Buy · $110 · article
- Oct 8, 2026 $AFRM: Maintained · Buy · $110
- Oct 6, 2026 $MELI: Maintained · Buy · $2,500 · article
- Oct 1, 2026 $ACN: Maintained · Hold · $210 · article
- Oct 1, 2026 $ACN: Maintained · Hold · $210 · article
- Sep 28, 2026 $ACN: Reiterated · Hold · $153 · article
- Sep 10, 2026 $GPN: Maintained · Buy · $111 · article
- Sep 2, 2026 $V: Reiterated · Buy · $427 · article
- Aug 31, 2026 $IBM: Maintained · Hold · $235 · article
- Aug 27, 2026 $AFRM: Reiterated · Buy · $110 · article
James Friedman2.8★ · 52% success · +1.0% 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.