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.

Stars4.4★
Success64%
Excess return+11.8%
rank#1,492
Ratings141
ratings on stock perps23

Track record

TipRanks data via FMP
12 months3 years
Ratings127191
Stock2121
Buy / hold / sell103 / 24 / 0155 / 36 / 0
Upgrades / downgrades / initiations0 / 1 / 01 / 2 / 6
Price targets hit / missed
Avg. return after a rating (TipRanks)
Best / worst call / /

After buy calls: median 21-day move +1.2% · vs S&P 500 +0.3% · targets hit within a year – (n = 22)

Current calls on stock perps

StockCallTargetvs last closeDate
$SCHW Charles Schwab CorporationBuy · MaintainedAug 14, 2026

Recent ratings

  • 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
  • Mar 14, 2025 $SCHW: Maintained · Buy · article
  • May 15, 2024 $SCHW: Reiterated · Buy · article

Jeff Schmitt4.4★ · 64% success · +11.8% 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.