PerpEquities

Top analysts on stock perps · Analyst

Jeff Bernstein (Barclays): analyst track record on stock perps

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

Stars2★
Success53%
Excess return+0.2%
rank#7,493
Ratings497
ratings on stock perps98

Track record

TipRanks data via FMP
12 months3 years
Ratings169582
Stock3636
Buy / hold / sell89 / 60 / 20299 / 212 / 71
Upgrades / downgrades / initiations0 / 0 / 03 / 3 / 2
Price targets hit / missed36 / 132 (21%)169 / 412 (29%)
Avg. return after a rating (TipRanks)-8.5%-1.4%
Best / worst call+114.7% / -67.0%+531.4% / -83.9%

After buy calls: median 21-day move -0.3% · vs S&P 500 -2.7% · targets hit within a year 39% (n = 91)

Current calls on stock perps

StockCallTargetvs last closeDate
$MCD McDonald's CorporationBuy · Reiterated$350+38.3%May 8, 2026
$WEN The Wendy's CompanyHold · Maintained$8.00+7.5%May 8, 2026
$CMG Chipotle Mexican Grill, Inc.Hold · Maintained$38.00+5.2%Apr 30, 2026
$SBUX StarbucksBuy · Maintained$116+16.9%Apr 29, 2026

Recent ratings

  • May 8, 2026 $WEN: Maintained · Hold · $8.00 · article
  • May 8, 2026 $MCD: Reiterated · Buy · $350 · article
  • Apr 30, 2026 $CMG: Maintained · Hold · $38.00 · article
  • Apr 29, 2026 $SBUX: Maintained · Buy · $116 · article
  • Feb 17, 2026 $WEN: Maintained · Hold · $8.00 · article
  • Feb 13, 2026 $WEN: Maintained · Hold · $9.00 · article
  • Feb 12, 2026 $MCD: Maintained · Buy · $380 · article
  • Feb 4, 2026 $CMG: Maintained · Hold · $40.00 · article
  • Jan 29, 2026 $SBUX: Maintained · Buy · $116 · article
  • Jan 23, 2026 $SBUX: Maintained · Buy · $110 · article
  • Jan 7, 2026 $SBUX: Maintained · Buy · $110 · article
  • Jan 7, 2026 $MCD: Maintained · Buy · $372 · article
  • Jan 7, 2026 $CMG: Maintained · Hold · $44.00 · article
  • Dec 5, 2025 $WEN: Maintained · Hold · $9.00 · article
  • Dec 5, 2025 $MCD: Maintained · Buy · $358 · article
  • Nov 7, 2025 $WEN: Maintained · Hold · $9.00 · article
  • Nov 5, 2025 $MCD: Maintained · Buy · $362 · article
  • Nov 4, 2025 $SBUX: Maintained · Buy · $95.00 · article
  • Oct 30, 2025 $SBUX: Maintained · Buy · $95.00 · article
  • Oct 30, 2025 $CMG: Maintained · Hold · $38.00 · article

Jeff Bernstein2★ · 53% success · +0.2% 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.