PerpEquitiesTop 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.
Stars4.5★
Success50%
Excess return+9.6%
rank#1,289
Ratings391
ratings on stock perps197
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 99 | 304 |
| Stock | 23 | 23 |
| Buy / hold / sell | 53 / 16 / 30 | 178 / 52 / 74 |
| Upgrades / downgrades / initiations | 1 / 2 / 0 | 6 / 6 / 4 |
| Price targets hit / missed | 16 / 77 (17%) | 87 / 190 (31%) |
| Avg. return after a rating (TipRanks) | -20.3% | -9.2% |
| Best / worst call | +44.8% / -86.5% | +182.0% / -91.0% |
After buy calls: median 21-day move +1.9% · vs S&P 500 -0.2% · targets hit within a year 41% (n = 184)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $TTD The Trade Desk, Inc. | Sell · Reiterated | $11.00 | -21.3% | Aug 7, 2026 |
| $PSKY Paramount Skydance Corporation Class B Common Stock | Sell · Reiterated | $9.00 | -13.3% | Aug 5, 2026 |
| $SPOT Spotify Technology S.A. | Buy · Reiterated | $685 | +31.3% | Aug 5, 2026 |
| $CHTR Charter Communications, Inc. | Buy · Reiterated | $160 | +13.8% | Jul 27, 2026 |
| $CMCSA Comcast Corporation | Buy · Maintained | $37.00 | +47.0% | Jul 23, 2026 |
| $NFLX Netflix, Inc. | Buy · Reiterated | $105 | +38.1% | Jul 17, 2026 |
| $DIS The Walt Disney Company | Buy · Reiterated | $125 | +18.1% | Jun 18, 2026 |
Recent ratings
- Aug 7, 2026 $TTD: Reiterated · Sell · $11.00 · article
- Aug 5, 2026 $SPOT: Reiterated · Buy · $685 · article
- Aug 5, 2026 $PSKY: Reiterated · Sell · $9.00 · article
- Jul 27, 2026 $CHTR: Reiterated · Buy · $160 · article
- Jul 23, 2026 $CMCSA: Maintained · Buy · $37.00 · article
- Jul 17, 2026 $NFLX: Reiterated · Buy · $105 · article
- Jul 14, 2026 $NFLX: Maintained · Buy · $125 · article
- Jul 6, 2026 $CMCSA: Maintained · Buy · $37.00 · article
- Jul 2, 2026 $TTD: Reiterated · Sell · $18.00 · article
- Jul 1, 2026 $CHTR: Reiterated · Buy · $200 · article
- Jun 30, 2026 $SPOT: Reiterated · Buy · $685 · article
- Jun 29, 2026 $CMCSA: Maintained · Buy · $37.00 · article
- Jun 18, 2026 $DIS: Reiterated · Buy · $125 · article
- May 22, 2026 $SPOT: Maintained · Buy · article
- May 18, 2026 $NFLX: Reiterated · Buy · $125 · article
- May 8, 2026 $TTD: Reiterated · Sell · $18.00 · article
- May 5, 2026 $PSKY: Reiterated · Sell · $11.00 · article
- Apr 28, 2026 $SPOT: Reiterated · Buy · $685 · article
- Apr 27, 2026 $CHTR: Maintained · Buy · $250 · article
- Apr 24, 2026 $CMCSA: Maintained · Buy · $37.00 · article
Jessica Reif Ehrlich4.5★ · 50% success · +9.6% 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.