PerpEquities

Top analysts on stock perps · Analyst

James Thalacker (BMO Capital): analyst track record on stock perps

James Thalacker of BMO Capital on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.

Stars4.9★
Success64%
Excess return+11.9%
rank#361
Ratings478
ratings on stock perps186

Track record

TipRanks data via FMP
12 months3 years
Ratings297623
Stock5757
Buy / hold / sell168 / 129 / 0387 / 236 / 0
Upgrades / downgrades / initiations2 / 4 / 05 / 8 / 9
Price targets hit / missed15 / 282 (5%)205 / 418 (33%)
Avg. return after a rating (TipRanks)-14.7%-2.9%
Best / worst call+20.5% / -53.3%+253.5% / -72.4%

After buy calls: median 21-day move 0.0% · vs S&P 500 -2.3% (n = 134) · targets hit within a year 78% (n = 88)

Current calls on stock perps

StockCallTargetvs last closeDate
$SO The Southern CompanyBuy · Maintained$98.00+5.5%Oct 21, 2026
$NEE NextEra Energy, Inc.Buy · Maintained$88.00+7.2%Oct 19, 2026
$DTE DTE Energy CompanyHold · Reiterated$139+5.4%Oct 16, 2026
$VST Vistra Corp.Buy · Reiterated$210+49.8%Oct 5, 2026
$CEG Constellation Energy CorporationBuy · Reiterated$350+38.1%Oct 1, 2026
$PCG PG&E CorporationHold · Maintained$21.00+66.3%Sep 3, 2026
$DUK Duke EnergyBuy · Maintained$132+5.6%Aug 5, 2026

Recent ratings

  • Oct 21, 2026 $SO: Maintained · Buy · $98.00 · article
  • Oct 21, 2026 $SO: Maintained · Buy · $98.00
  • Oct 19, 2026 $NEE: Maintained · Buy · $88.00 · article
  • Oct 19, 2026 $NEE: Maintained · Buy · $88.00
  • Oct 16, 2026 $DTE: Reiterated · Hold · $139 · article
  • Oct 4, 2026 $DTE: Maintained · Hold · $134 · article
  • Oct 5, 2026 $VST: Reiterated · Buy · $210 · article
  • Oct 5, 2026 $VST: Reiterated · Buy · $210 · article
  • Oct 1, 2026 $CEG: Reiterated · Buy · $350 · article
  • Oct 2, 2026 $NEE: Maintained · Buy · $93.00 · article
  • Sep 29, 2026 $DTE: Maintained · Hold · $132 · article
  • Sep 3, 2026 $PCG: Maintained · Hold · $21.00 · article
  • Aug 31, 2026 $PCG: Downgraded · Hold · $21.00 · article
  • Aug 28, 2026 $SO: Reiterated · Buy · $104 · article
  • Aug 27, 2026 $DTE: Maintained · Hold · $143 · article
  • Aug 14, 2026 $NEE: Maintained · Buy · $93.00 · article
  • Aug 10, 2026 $VST: Reiterated · Buy · $231 · article
  • Aug 7, 2026 $CEG: Maintained · Buy · $379 · article
  • Aug 5, 2026 $DUK: Maintained · Buy · $132 · article
  • Aug 4, 2026 $VST: Reiterated · Buy · $231 · article

James Thalacker4.9★ · 64% success · +11.9% 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.