PerpEquitiesTop analysts on stock perps · Analyst
Julien Dumoulin Smith (Jefferies): analyst track record on stock perps
Julien Dumoulin Smith of Jefferies on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.
Stars4.7★
Success61%
Excess return+8.3%
rank#860
Ratings471
ratings on stock perps197
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 300 | 775 |
| Stock | 121 | 145 |
| Buy / hold / sell | 158 / 133 / 9 | 402 / 310 / 63 |
| Upgrades / downgrades / initiations | 25 / 23 / 16 | 51 / 51 / 68 |
| Price targets hit / missed | 71 / 219 (24%) | 341 / 413 (45%) |
| Avg. return after a rating (TipRanks) | -11.1% | +15.7% |
| Best / worst call | +57.5% / -62.6% | +2,772.1% / -99.9% |
After buy calls: median 21-day move +1.5% · vs S&P 500 -0.7% · targets hit within a year 74% (n = 186)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $FSLR First Solar, Inc. | Hold · Maintained | $228 | +10.1% | Aug 7, 2026 |
| $GEV GE Vernova Inc. | Buy · Reiterated | $1,210 | +31.0% | Jul 31, 2026 |
| $BE Bloom Energy Corporation | Hold · Maintained | $188 | -27.3% | Jul 30, 2026 |
| $WMB Williams Companies | Buy · Maintained | $85.00 | +16.7% | Jul 15, 2026 |
| $PWR Quanta Services | Buy · Reiterated | $784 | +26.7% | Jul 10, 2026 |
| $ENPH Enphase Energy, Inc. | Buy · Maintained | $64.00 | +73.6% | Jun 12, 2026 |
| $PCG PG&E Corporation | Hold · Downgraded | $19.00 | +35.4% | Mar 23, 2026 |
Recent ratings
- Aug 7, 2026 $FSLR: Maintained · Hold · $228 · article
- Aug 3, 2026 $FSLR: Maintained · Hold · $196 · article
- Jul 31, 2026 $GEV: Reiterated · Buy · $1,210 · article
- Jul 30, 2026 $BE: Maintained · Hold · $188 · article
- Jul 15, 2026 $WMB: Maintained · Buy · $85.00 · article
- Jul 10, 2026 $PWR: Reiterated · Buy · $784 · article
- Jul 6, 2026 $BE: Maintained · Hold · $246 · article
- Jul 1, 2026 $WMB: Reiterated · Buy · $85.00 · article
- Jun 12, 2026 $ENPH: Maintained · Buy · $64.00 · article
- Jun 11, 2026 $GEV: Reiterated · Buy · $1,210 · article
- May 8, 2026 $WMB: Maintained · Buy · $87.00 · article
- Apr 29, 2026 $ENPH: Maintained · Buy · $41.00 · article
- Apr 27, 2026 $GEV: Reiterated · Buy · $1,350 · article
- Apr 10, 2026 $WMB: Maintained · Buy · $83.00 · article
- Apr 7, 2026 $FSLR: Maintained · Hold · $187 · article
- Mar 29, 2026 $ENPH: Maintained · Buy · $54.00 · article
- Mar 26, 2026 $ENPH: Maintained · Buy · $54.00 · article
- Mar 23, 2026 $PCG: Downgraded · Hold · $19.00 · article
- Mar 18, 2026 $GEV: Reiterated · Buy · $965 · article
- Mar 9, 2026 $PLUG: Maintained · Hold · $1.80 · article
Julien Dumoulin Smith4.7★ · 61% success · +8.3% 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.