Top 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.
Stars4.5★
Success58%
Excess return+6.1%
rank#1,355
Ratings470
ratings on stock perps273
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 316 | 806 |
| Stock | 121 | 149 |
| Buy / hold / sell | 169 / 139 / 8 | 430 / 319 / 57 |
| Upgrades / downgrades / initiations | 24 / 23 / 15 | 49 / 49 / 71 |
| Price targets hit / missed | 62 / 242 (20%) | 308 / 477 (39%) |
| Avg. return after a rating (TipRanks) | -14.9% | +5.5% |
| Best / worst call | +83.8% / -80.9% | +2,185.1% / -99.9% |
After buy calls: median 21-day move +1.5% · vs S&P 500 -0.4% (n = 134) · targets hit within a year 74% (n = 86)
After sell calls: median 21-day move -4.3% · vs S&P 500 -8.5% (n = 20)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $BE Bloom Energy Corporation | Hold · Maintained | $242 | +25.2% | Oct 23, 2026 |
| $DTE DTE Energy Company | Buy · Maintained | $152 | +15.2% | Oct 23, 2026 |
| $FPS Forgent Power Solutions, Inc. | Buy · Maintained | $36.00 | +48.6% | Oct 23, 2026 |
| $KMI Kinder Morgan, Inc. | Hold · Maintained | $37.00 | +7.5% | Oct 22, 2026 |
| $SO The Southern Company | Hold · Maintained | $95.00 | +2.3% | Oct 20, 2026 |
| $NXT Nextpower Inc. | Buy · Maintained | $115 | +50.4% | Oct 16, 2026 |
| $WMB Williams Companies | Buy · Maintained | $83.00 | +15.8% | Oct 14, 2026 |
| $GEV GE Vernova Inc. | Buy · Maintained | $1,185 | +45.4% | Sep 22, 2026 |
| $ENPH Enphase Energy, Inc. | Buy · Maintained | $42.00 | +32.9% | Sep 21, 2026 |
| $FLNC Fluence Energy, Inc. | Hold · Downgraded | $7.00 | +25.2% | Sep 18, 2026 |
| $FRVO Fervo Energy Company | Buy · Reiterated | $25.00 | +209.0% | Sep 3, 2026 |
| $FSLR First Solar, Inc. | Hold · Maintained | $228 | +32.6% | Aug 7, 2026 |
| $PWR Quanta Services | Buy · Reiterated | $784 | +43.5% | Jul 10, 2026 |
Recent ratings
- Oct 23, 2026 $DTE: Maintained · Buy · $152 · article
- Oct 23, 2026 $BE: Maintained · Hold · $242 · article
- Oct 23, 2026 $DTE: Maintained · Buy · $152 · article
- Oct 23, 2026 $FPS: Maintained · Buy · $36.00 · article
- Oct 22, 2026 $KMI: Maintained · Hold · $37.00 · article
- Oct 22, 2026 $KMI: Maintained · Hold · $37.00 · article
- Oct 20, 2026 $SO: Maintained · Hold · $95.00 · article
- Oct 16, 2026 $NXT: Maintained · Buy · $115 · article
- Oct 16, 2026 $NXT: Maintained · Buy · $115 · article
- Oct 14, 2026 $WMB: Maintained · Buy · $83.00 · article
- Sep 29, 2026 $BE: Maintained · Hold · $264 · article
- Sep 22, 2026 $GEV: Maintained · Buy · $1,185 · article
- Sep 22, 2026 $GEV: Maintained · Buy · $1,185
- Sep 21, 2026 $ENPH: Maintained · Buy · $42.00 · article
- Sep 21, 2026 $ENPH: Maintained · Buy · $42.00 · article
- Sep 18, 2026 $FLNC: Downgraded · Hold · $7.00 · article
- Sep 18, 2026 $FLNC: Downgraded · Hold · $7.00 · article
- Sep 17, 2026 $KMI: Reiterated · Hold · $33.00 · article
- Sep 14, 2026 $WMB: Reiterated · Buy · $85.00 · article
- Sep 15, 2026 $WMB: Reiterated · Buy · $85.00 · article
Julien Dumoulin Smith4.5★ · 58% success · +6.1% 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.