PerpEquities

Top analysts on stock perps · Analyst

Jeff Schmitt (William Blair): analyst track record on stock perps

Jeff Schmitt 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★
Success58%
Excess return+7.1%
rank#2,497
Ratings146
ratings on stock perps25

Track record

TipRanks data via FMP
12 months3 years
Ratings134206
Stock2222
Buy / hold / sell107 / 27 / 0166 / 40 / 0
Upgrades / downgrades / initiations1 / 1 / 12 / 2 / 7
Price targets hit / missed0 / 1 (0%)0 / 1 (0%)
Avg. return after a rating (TipRanks)-24.4%-24.4%
Best / worst call-24.4% / -24.4%-24.4% / -24.4%

After buy calls: median 21-day move +0.4% · vs S&P 500 -0.5% (n = 25)

Current calls on stock perps

StockCallTargetvs last closeDate
$SCHW Charles Schwab CorporationBuy · Maintained––Sep 15, 2026

Recent ratings

  • Sep 15, 2026 $SCHW: Maintained · Buy · article
  • Sep 15, 2026 $SCHW: Maintained · Buy
  • Aug 14, 2026 $SCHW: Maintained · Buy · article
  • Jul 22, 2026 $SCHW: Maintained · Buy · article
  • Jun 12, 2026 $SCHW: Maintained · Buy · article
  • May 19, 2026 $SCHW: Maintained · Buy · article
  • Apr 16, 2026 $SCHW: Maintained · Buy · article
  • Mar 13, 2026 $SCHW: Maintained · Buy · article
  • Jan 21, 2026 $SCHW: Maintained · Buy · article
  • Dec 12, 2025 $SCHW: Maintained · Buy · article
  • Nov 14, 2025 $SCHW: Maintained · Buy · article
  • Oct 16, 2025 $SCHW: Maintained · Buy · article
  • Sep 15, 2025 $SCHW: Maintained · Buy · article
  • Aug 14, 2025 $SCHW: Maintained · Buy · article
  • Jul 18, 2025 $SCHW: Maintained · Buy · article
  • Jun 13, 2025 $SCHW: Maintained · Buy · article
  • Feb 13, 2026 $SCHW: Maintained · Buy · article
  • May 14, 2025 $SCHW: Maintained · Buy · article
  • Apr 21, 2025 $SCHW: Maintained · Buy · article
  • Apr 17, 2025 $SCHW: Maintained · Buy · article

Jeff Schmitt4★ · 58% success · +7.1% 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.