PerpEquities

Top analysts on stock perps · Analyst

Jon Windham (UBS): analyst track record on stock perps

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

Stars4.1★
Success49%
Excess return+5.8%
rank#2,327
Ratings324
ratings on stock perps96

Track record

TipRanks data via FMP
12 months3 years
Ratings162301
Stock4850
Buy / hold / sell88 / 69 / 5162 / 133 / 6
Upgrades / downgrades / initiations9 / 10 / 413 / 16 / 7
Price targets hit / missed9 / 151 (6%)41 / 252 (14%)
Avg. return after a rating (TipRanks)-35.3%-30.5%
Best / worst call+48.3% / -83.9%+100.0% / -99.6%

After buy calls: median 21-day move -3.2% · vs S&P 500 -3.3% (n = 44)

Current calls on stock perps

StockCallTargetvs last closeDate
$LEU Centrus Energy Corp.Hold · Reiterated$120+17.1%Oct 23, 2026
$GNRC Generac Holdings Inc.Buy · Maintained$340+81.9%Sep 28, 2026
$OKLO Oklo Inc.Hold · Maintained$55.00+108.7%Sep 28, 2026
$SMR NuScale Power CorporationSell · Downgraded$6.00+11.5%Sep 11, 2026
$FLNC Fluence Energy, Inc.Hold · Upgraded$12.00+114.7%Aug 28, 2026
$WM Waste ManagementBuy · Maintained$270+12.8%Aug 4, 2026
$FSLR First Solar, Inc.Buy · Maintained$330+91.9%Jul 31, 2026

Recent ratings

  • Oct 23, 2026 $LEU: Reiterated · Hold · $120 · article
  • Oct 23, 2026 $LEU: Reiterated · Hold · $120 · article
  • Sep 28, 2026 $OKLO: Maintained · Hold · $55.00 · article
  • Sep 28, 2026 $GNRC: Maintained · Buy · $340 · article
  • Sep 25, 2026 $GNRC: Maintained · Buy · $340 · article
  • Sep 25, 2026 $OKLO: Reiterated · Hold · $41.00 · article
  • Sep 25, 2026 $GNRC: Maintained · Buy · $340
  • Sep 11, 2026 $SMR: Downgraded · Sell · $6.00 · article
  • Sep 11, 2026 $SMR: Downgraded · Sell · $6.00 · article
  • Aug 28, 2026 $FLNC: Upgraded · Hold · $12.00 · article
  • Aug 25, 2026 $FLNC: Upgraded · Hold · $12.00 · article
  • Aug 20, 2026 $LEU: Reiterated · Hold · $185 · article
  • Aug 4, 2026 $WM: Maintained · Buy · $270 · article
  • Aug 4, 2026 $GNRC: Reiterated · Buy · $340 · article
  • Jul 31, 2026 $FSLR: Maintained · Buy · $330 · article
  • Jul 14, 2026 $FSLR: Maintained · Buy · $330 · article
  • Jun 16, 2026 $LEU: Reiterated · Hold · $170 · article
  • Jun 11, 2026 $FSLR: Maintained · Buy · $330 · article
  • Jun 11, 2026 $GNRC: Reiterated · Buy · $335 · article
  • Jun 11, 2026 $OKLO: Maintained · Hold · $55.00 · article

Jon Windham4.1★ · 49% success · +5.8% 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.