PerpEquitiesTop analysts on stock perps · Analyst
James Heaney CFA (Jefferies): analyst track record on stock perps
James Heaney CFA of Jefferies on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.
Stars4.1★
Success37%
Excess return+11.7%
rank#2,179
Ratings154
ratings on stock perps176
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 87 | 254 |
| Stock | 26 | 31 |
| Buy / hold / sell | 67 / 20 / 0 | 191 / 58 / 5 |
| Upgrades / downgrades / initiations | 1 / 6 / 1 | 8 / 10 / 11 |
| Price targets hit / missed | 6 / 79 (7%) | 62 / 189 (25%) |
| Avg. return after a rating (TipRanks) | -31.2% | -20.4% |
| Best / worst call | +16.4% / -72.1% | +238.2% / -91.3% |
After buy calls: median 21-day move +1.4% · vs S&P 500 -0.4% · targets hit within a year 66% (n = 171)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $TTD The Trade Desk, Inc. | Hold · Maintained | $12.00 | -14.1% | Sep 4, 2026 |
| $TTWO Take-Two Interactive Software, Inc. | Buy · Maintained | $300 | +38.3% | Aug 21, 2026 |
| $APP AppLovin Corporation | Buy · Maintained | $550 | +74.9% | Aug 18, 2026 |
| $SPOT Spotify Technology S.A. | Buy · Reiterated | $600 | +15.0% | Aug 11, 2026 |
| $BSP Bending Spoons S.p.A. | Hold · Initiated | $38.00 | -4.2% | Jul 27, 2026 |
| $NFLX Netflix, Inc. | Buy · Reiterated | $90.00 | +18.4% | Jul 17, 2026 |
| $DIS The Walt Disney Company | Buy · Reiterated | $132 | +24.7% | May 7, 2026 |
Recent ratings
- Sep 4, 2026 $TTD: Maintained · Hold · $12.00 · article
- Aug 21, 2026 $TTWO: Maintained · Buy · $300 · article
- Aug 18, 2026 $APP: Maintained · Buy · $550 · article
- Aug 11, 2026 $SPOT: Reiterated · Buy · $600 · article
- Jul 27, 2026 $BSP: Initiated · Hold · $38.00 · article
- Jul 22, 2026 $APP: Maintained · Buy · $700 · article
- Jul 17, 2026 $TTWO: Reiterated · Buy · $300 · article
- Jul 17, 2026 $NFLX: Reiterated · Buy · $90.00 · article
- Jul 15, 2026 $APP: Maintained · Buy · $700 · article
- Jul 10, 2026 $APP: Maintained · Buy · $700 · article
- Jul 9, 2026 $SPOT: Reiterated · Buy · $600 · article
- Jul 9, 2026 $NFLX: Reiterated · Buy · $110 · article
- Jun 25, 2026 $TTWO: Maintained · Buy · $300 · article
- Jun 10, 2026 $NFLX: Maintained · Buy · $110 · article
- May 22, 2026 $SPOT: Reiterated · Buy · $600 · article
- May 21, 2026 $APP: Maintained · Buy · $700 · article
- May 15, 2026 $NFLX: Reiterated · Buy · $128 · article
- May 7, 2026 $DIS: Reiterated · Buy · $132 · article
- Apr 26, 2026 $TTWO: Reiterated · Buy · $300 · article
- Apr 23, 2026 $TTWO: Reiterated · Buy · $300 · article
James Heaney CFA4.1★ · 37% success · +11.7% 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.