PerpEquities

Top analysts on stock perps · Analyst

Kerry Holford (Berenberg Bank): analyst track record on stock perps

Kerry Holford of Berenberg Bank on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.

Stars3.9★
Success57%
Excess return+8.3%
rank#2,670
Ratings102
ratings on stock perps59

Track record

TipRanks data via FMP
12 months3 years
Ratings4490
Stock1216
Buy / hold / sell13 / 31 / 035 / 55 / 0
Upgrades / downgrades / initiations3 / 1 / 04 / 4 / 0
Price targets hit / missed26 / 18 (59%)62 / 26 (70%)
Avg. return after a rating (TipRanks)+0.7%+7.5%
Best / worst call+32.3% / -73.3%+84.9% / -79.6%

After buy calls: not enough measured cases yet

Current calls on stock perps

StockCallTargetvs last closeDate
$LLY Eli Lilly and CompanyBuy · Maintained$1,400+9.9%Oct 20, 2026
$PFE Pfizer Inc.Hold · Maintained$25.00-16.7%Oct 7, 2026
$NVO Novo Nordisk A/SHold · Downgraded$47.00+20.4%Aug 11, 2026
$NVS Novartis AGHold · Maintained$147-2.7%Jul 27, 2026

Recent ratings

  • Oct 20, 2026 $LLY: Maintained · Buy · $1,400 · article
  • Oct 20, 2026 $LLY: Maintained · Buy · $1,400
  • Oct 7, 2026 $PFE: Maintained · Hold · $25.00 · article
  • Sep 15, 2026 $LLY: Upgraded · Buy · $1,400 · article
  • Aug 13, 2026 $LLY: Maintained · Hold · $1,220 · article
  • Aug 11, 2026 $NVO: Downgraded · Hold · $47.00 · article
  • Aug 5, 2026 $PFE: Maintained · Hold · $25.00 · article
  • Jul 27, 2026 $NVS: Maintained · Hold · $147 · article
  • Jul 16, 2026 $LLY: Maintained · Hold · $1,135 · article
  • Jun 22, 2026 $LLY: Maintained · Hold · $1,135 · article
  • May 8, 2026 $PFE: Maintained · Hold · $25.00 · article
  • Apr 21, 2026 $LLY: Maintained · Hold · $1,050 · article
  • Mar 11, 2026 $PFE: Maintained · Hold · $25.00 · article
  • Mar 11, 2026 $NVO: Maintained · Buy · $47.00 · article
  • Mar 6, 2026 $NVS: Reiterated · Hold · $141 · article
  • Feb 11, 2026 $NVO: Maintained · Buy · $57.00 · article
  • Jan 28, 2026 $PFE: Maintained · Hold · $25.00 · article
  • Jan 28, 2026 $LLY: Maintained · Hold · $950 · article
  • Jan 7, 2026 $PFE: Maintained · Hold · $25.00 · article
  • Jan 7, 2026 $NVO: Maintained · Buy · $62.00 · article

Kerry Holford3.9★ · 57% 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.