PerpEquitiesTop 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.
Stars2.5★
Success52%
Excess return+0.6%
rank#6,357
Ratings447
ratings on stock perps107
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 129 | 296 |
| Stock | 54 | 57 |
| Buy / hold / sell | 76 / 53 / 0 | 191 / 100 / 5 |
| Upgrades / downgrades / initiations | 1 / 3 / 4 | 7 / 8 / 10 |
| Price targets hit / missed | 10 / 119 (8%) | 34 / 261 (12%) |
| Avg. return after a rating (TipRanks) | -24.1% | -29.6% |
| Best / worst call | +51.7% / -63.8% | +130.8% / -95.7% |
After buy calls: median 21-day move +1.7% · vs S&P 500 +0.3% · targets hit within a year 57% (n = 97)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $V Visa Inc. | Buy · Reiterated | $427 | +16.3% | Sep 2, 2026 |
| $IBM International Business Machines | Hold · Maintained | $235 | +0.4% | Aug 31, 2026 |
| $AFRM Affirm Holdings, Inc. | Buy · Reiterated | $110 | +61.8% | Aug 27, 2026 |
| $INTU Intuit | Buy · Maintained | $415 | +32.7% | Aug 26, 2026 |
| $CRCL Circle Internet Group, Inc. | Hold · Maintained | $92.00 | +1.9% | Aug 24, 2026 |
| $NU Nu Holdings Ltd. | Hold · Maintained | $16.00 | +6.5% | Aug 14, 2026 |
| $PYPL PayPal Holdings, Inc. | Buy · Maintained | $67.00 | +25.7% | Jul 28, 2026 |
| $ACN Accenture | Hold · Maintained | $140 | -21.3% | Jul 14, 2026 |
| $MELI MercadoLibre, Inc. | Buy · Reiterated | $2,400 | +25.9% | Jun 30, 2026 |
| $MA Mastercard Incorporated | Buy · Maintained | $665 | +17.6% | Apr 30, 2026 |
Recent ratings
- Sep 2, 2026 $V: Reiterated · Buy · $427 · article
- Aug 31, 2026 $IBM: Maintained · Hold · $235 · article
- Aug 27, 2026 $AFRM: Reiterated · Buy · $110 · article
- Aug 26, 2026 $INTU: Maintained · Buy · $415 · article
- Aug 24, 2026 $CRCL: Maintained · Hold · $92.00 · article
- Aug 14, 2026 $NU: Maintained · Hold · $16.00 · article
- Jul 28, 2026 $V: Maintained · Buy · $427 · article
- Jul 28, 2026 $PYPL: Maintained · Buy · $67.00 · article
- Jul 24, 2026 $IBM: Maintained · Hold · $225 · article
- Jul 20, 2026 $INTU: Maintained · Buy · $427 · article
- Jul 17, 2026 $CRCL: Maintained · Hold · $69.00
- Jul 17, 2026 $CRCL: Maintained · Hold · $69.00 · article
- Jul 14, 2026 $IBM: Maintained · Hold · $303 · article
- Jul 14, 2026 $ACN: Maintained · Hold · $140 · article
- Jul 10, 2026 $IBM: Initiated · Hold · $303 · article
- Jul 1, 2026 $CRCL: Initiated · Hold · $69.00 · article
- Jun 30, 2026 $MELI: Reiterated · Buy · $2,400 · article
- Jun 25, 2026 $AFRM: Maintained · Buy · $105 · article
- Jun 22, 2026 $ACN: Reiterated · Hold · $140 · article
- Jun 3, 2026 $NU: Downgraded · Hold · $13.00 · article
James Friedman2.5★ · 52% success · +0.6% 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.