Top analysts on stock perps · Analyst
Jessica Reif Ehrlich (Bank of America Securities): analyst track record on stock perps
Jessica Reif Ehrlich of Bank of America Securities on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.
Stars4.6★
Success51%
Excess return+9.7%
rank#1,107
Ratings400
ratings on stock perps241
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 109 | 315 |
| Stock | 24 | 24 |
| Buy / hold / sell | 65 / 14 / 30 | 190 / 49 / 76 |
| Upgrades / downgrades / initiations | 3 / 2 / 0 | 8 / 6 / 4 |
| Price targets hit / missed | 20 / 84 (19%) | 95 / 193 (33%) |
| Avg. return after a rating (TipRanks) | -23.2% | -14.1% |
| Best / worst call | +47.0% / -86.5% | +157.9% / -92.0% |
After buy calls: median 21-day move +1.9% · vs S&P 500 +0.5% (n = 169) · targets hit within a year 48% (n = 111)
After sell calls: median 21-day move +1.8% · vs S&P 500 +2.3% (n = 26)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $CMCSA Comcast Corporation | Buy · Maintained | $35.00 | +59.4% | Oct 22, 2026 |
| $SPOT Spotify Technology S.A. | Buy · Reiterated | $685 | +20.0% | Oct 22, 2026 |
| $NFLX Netflix, Inc. | Buy · Reiterated | $90.00 | +40.8% | Oct 21, 2026 |
| $FOXA Fox Corporation | Buy · Upgraded | $85.00 | +29.1% | Oct 16, 2026 |
| $DIS The Walt Disney Company | Buy · Reiterated | $125 | +13.3% | Sep 29, 2026 |
| $PSKY Paramount Skydance Corporation Class B Common Stock | Sell · Reiterated | $9.00 | -7.9% | Sep 24, 2026 |
| $SKYD Skydance Corporation | Sell · Reiterated | $9.00 | +23.1% | Sep 24, 2026 |
| $TTD The Trade Desk, Inc. | Sell · Reiterated | $11.00 | -12.5% | Aug 7, 2026 |
| $CHTR Charter Communications, Inc. | Buy · Reiterated | $160 | +54.7% | Jul 27, 2026 |
Recent ratings
- Oct 22, 2026 $CMCSA: Maintained · Buy · $35.00 · article
- Oct 22, 2026 $SPOT: Reiterated · Buy · $685 · article
- Oct 22, 2026 $SPOT: Reiterated · Buy · $685
- Oct 22, 2026 $CMCSA: Maintained · Buy · $35.00
- Oct 21, 2026 $NFLX: Reiterated · Buy · $90.00 · article
- Oct 21, 2026 $NFLX: Reiterated · Buy · $90.00 · article
- Oct 16, 2026 $FOXA: Upgraded · Buy · $85.00 · article
- Oct 7, 2026 $SPOT: Maintained · Buy · $685 · article
- Sep 29, 2026 $DIS: Reiterated · Buy · $125 · article
- Sep 24, 2026 $PSKY: Reiterated · Sell · $9.00 · article
- Sep 24, 2026 $SKYD: Reiterated · Sell · $9.00 · article
- Sep 24, 2026 $PSKY: Reiterated · Sell · $9.00
- Sep 24, 2026 $SPOT: Maintained · Buy · $685 · article
- Sep 24, 2026 $SPOT: Reiterated · Buy · $685
- Sep 18, 2026 $SPOT: Maintained · Buy · $685 · article
- Sep 18, 2026 $SPOT: Maintained · Buy · $685
- Sep 15, 2026 $CMCSA: Reiterated · Buy · $35.00 · article
- Sep 16, 2026 $CMCSA: Maintained · Buy · $35.00 · article
- Aug 7, 2026 $TTD: Reiterated · Sell · $11.00 · article
- Aug 6, 2026 $FOXA: Reiterated · Sell · $54.00 · article
Jessica Reif Ehrlich4.6★ · 51% success · +9.7% 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.