PerpEquities

Top analysts on stock perps · Analyst

Jed Dorsheimer (William Blair): analyst track record on stock perps

Jed Dorsheimer of William Blair on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.

Stars4.8★
Success45%
Excess return+18.1%
rank#620
Ratings329
ratings on stock perps155

Track record

TipRanks data via FMP
12 months3 years
Ratings127211
Stock3436
Buy / hold / sell58 / 69 / 092 / 119 / 0
Upgrades / downgrades / initiations1 / 1 / 52 / 4 / 17
Price targets hit / missed0 / 2 (0%)0 / 4 (0%)
Avg. return after a rating (TipRanks)-46.9%-45.0%
Best / worst call-31.4% / -62.3%-20.8% / -65.3%

After buy calls: median 21-day move -3.8% · vs S&P 500 -5.0% (n = 76)

Current calls on stock perps

StockCallTargetvs last closeDate
$OKLO Oklo Inc.Buy · Maintained––Oct 2, 2026
$ON ON Semiconductor CorporationHold · Maintained––Oct 2, 2026
$WULF TeraWulf Inc.Buy · Reiterated––Oct 1, 2026
$BWXT BWX Technologies, Inc.Buy · Reiterated––Sep 30, 2026
$FRVO Fervo Energy CompanyBuy · Maintained––Sep 1, 2026
$COHR Coherent Corp.Hold · Maintained––Aug 17, 2026
$ENVX Enovix CorporationHold · Downgraded––Aug 17, 2026
$AEHR Aehr Test SystemsBuy · Maintained––Aug 12, 2026
$LEU Centrus Energy Corp.Buy · Maintained––Aug 5, 2026
$GEV GE Vernova Inc.Buy · Reiterated––Aug 3, 2026
$FSLR First Solar, Inc.Hold · Maintained––Jul 31, 2026
$STM STMicroelectronics N.V.Hold · Maintained––Jul 31, 2026
$ENPH Enphase Energy, Inc.Hold · Maintained––Jul 29, 2026
$TSLA Tesla Inc.Hold · Maintained––Jul 2, 2026

Recent ratings

  • Oct 2, 2026 $OKLO: Maintained · Buy · article
  • Oct 2, 2026 $ON: Maintained · Hold · article
  • Oct 2, 2026 $ON: Maintained · Hold
  • Oct 2, 2026 $OKLO: Maintained · Buy
  • Oct 1, 2026 $WULF: Reiterated · Buy · article
  • Oct 1, 2026 $WULF: Reiterated · Buy
  • Sep 30, 2026 $BWXT: Reiterated · Buy · article
  • Sep 17, 2026 $ON: Maintained · Hold · article
  • Sep 17, 2026 $ON: Maintained · Hold
  • Sep 5, 2026 $WULF: Maintained · Buy
  • Sep 5, 2026 $WULF: Maintained · Buy · article
  • Sep 1, 2026 $FRVO: Maintained · Buy · article
  • Aug 28, 2026 $WULF: Initiated · Buy · $31.00 · article
  • Aug 17, 2026 $ENVX: Downgraded · Hold · article
  • Aug 17, 2026 $COHR: Maintained · Hold · article
  • Aug 12, 2026 $FRVO: Maintained · Buy · article
  • Aug 12, 2026 $AEHR: Maintained · Buy · article
  • Aug 11, 2026 $OKLO: Maintained · Buy · article
  • Aug 7, 2026 $OKLO: Maintained · Buy · article
  • Aug 5, 2026 $LEU: Maintained · Buy · article

Jed Dorsheimer4.8★ · 45% success · +18.1% 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.