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Jason Helfstein (Oppenheimer): analyst track record on stock perps

Jason Helfstein of Oppenheimer on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.

Stars1.3★
Success44%
Excess return-0.3%
rank#9,237
Ratings497
ratings on stock perps194

Track record

TipRanks data via FMP
12 months3 years
Ratings104322
Stock3143
Buy / hold / sell71 / 33 / 0251 / 71 / 0
Upgrades / downgrades / initiations4 / 7 / 15 / 12 / 4
Price targets hit / missed7 / 71 (9%)82 / 173 (32%)
Avg. return after a rating (TipRanks)-24.4%-12.6%
Best / worst call+50.4% / -81.9%+403.9% / -92.3%

After buy calls: median 21-day move +2.9% · vs S&P 500 +0.9% (n = 139) · targets hit within a year 63% (n = 104)

Current calls on stock perps

StockCallTargetvs last closeDate
$SPOT Spotify Technology S.A.Buy · Maintained$650+11.3%Oct 23, 2026
$META Meta Platforms, Inc.Hold · Maintained––Oct 22, 2026
$NFLX Netflix, Inc.Buy · Maintained$80.00+21.5%Oct 21, 2026
$RUM Rumble Inc.Hold · Maintained––Aug 17, 2026
$TTD The Trade Desk, Inc.Hold · Maintained––Aug 7, 2026
$DASH DoorDashBuy · Maintained$235+31.0%Aug 6, 2026
$PINS Pinterest, Inc.Buy · Reiterated$30.00+34.4%Aug 5, 2026
$AMZN Amazon.com, Inc.Buy · Maintained$320+29.0%Jul 31, 2026
$RDDT Reddit, Inc.Buy · Maintained$200+38.6%Jul 31, 2026
$ROKU Roku, Inc.Hold · Downgraded––Jun 15, 2026

Recent ratings

  • Oct 23, 2026 $SPOT: Maintained · Buy · $650 · article
  • Oct 23, 2026 $SPOT: Maintained · Buy · $650 · article
  • Oct 22, 2026 $META: Maintained · Hold · article
  • Oct 21, 2026 $NFLX: Maintained · Buy · $80.00 · article
  • Oct 21, 2026 $NFLX: Maintained · Buy · $80.00 · article
  • Oct 15, 2026 $META: Maintained · Hold · article
  • Oct 15, 2026 $META: Maintained · Hold · article
  • Sep 25, 2026 $META: Maintained · Hold · article
  • Sep 10, 2026 $META: Reiterated · Hold · article
  • Aug 17, 2026 $RUM: Maintained · Hold · article
  • Aug 7, 2026 $TTD: Maintained · Hold · article
  • Aug 6, 2026 $DASH: Maintained · Buy · $235 · article
  • Aug 5, 2026 $PINS: Reiterated · Buy · $30.00 · article
  • Jul 31, 2026 $AMZN: Maintained · Buy · $320 · article
  • Jul 31, 2026 $RDDT: Maintained · Buy · $200 · article
  • Jul 17, 2026 $NFLX: Maintained · Buy · $85.00 · article
  • Jul 16, 2026 $SPOT: Maintained · Buy · $550 · article
  • Jul 13, 2026 $NFLX: Reiterated · Buy · $100 · article
  • Jun 25, 2026 $DASH: Reiterated · Buy · $235 · article
  • Jun 15, 2026 $ROKU: Downgraded · Hold · article

Jason Helfstein1.3★ · 44% success · -0.3% 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.