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Kristen Owen (Oppenheimer): analyst track record on stock perps

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

Stars4.3★
Success56%
Excess return+8.1%
rank#1,750
Ratings251
ratings on stock perps41

Track record

TipRanks data via FMP
12 months3 years
Ratings88247
Stock2730
Buy / hold / sell77 / 11 / 0206 / 40 / 1
Upgrades / downgrades / initiations2 / 5 / 08 / 12 / 6
Price targets hit / missed19 / 58 (25%)66 / 139 (32%)
Avg. return after a rating (TipRanks)-6.9%-10.0%
Best / worst call+56.9% / -52.3%+103.8% / -100.0%

After buy calls: median 21-day move +2.3% · vs S&P 500 +0.8% · targets hit within a year 82% (n = 39)

Current calls on stock perps

StockCallTargetvs last closeDate
$DE Deere & CompanyBuy · Maintained$685+1.0%Aug 21, 2026
$CAT Caterpillar Inc.Buy · Maintained$1,105+37.3%Jul 13, 2026

Recent ratings

  • Aug 21, 2026 $DE: Maintained · Buy · $685 · article
  • Jul 23, 2026 $DE: Maintained · Buy · $680 · article
  • Jul 13, 2026 $CAT: Maintained · Buy · $1,105 · article
  • May 27, 2026 $DE: Reiterated · Buy · $680 · article
  • May 1, 2026 $CAT: Reiterated · Buy · $980 · article
  • Apr 14, 2026 $CAT: Reiterated · Buy · $832 · article
  • Mar 6, 2026 $CAT: Maintained · Buy · $817 · article
  • Feb 20, 2026 $DE: Reiterated · Buy · $715 · article
  • Jan 30, 2026 $CAT: Maintained · Buy · $729 · article
  • Nov 28, 2025 $DE: Maintained · Buy · $531 · article
  • Sep 29, 2025 $CAT: Maintained · Buy · $513 · article
  • Sep 18, 2025 $DE: Maintained · Buy · $512 · article
  • Aug 29, 2025 $CAT: Maintained · Buy · $480 · article
  • Aug 15, 2025 $DE: Maintained · Buy · $566 · article
  • Jul 17, 2025 $CAT: Maintained · Buy · $483 · article
  • Jul 15, 2025 $DE: Maintained · Buy · $560 · article
  • Jun 20, 2025 $CAT: Maintained · Buy · $395 · article
  • May 16, 2025 $DE: Maintained · Buy · $555 · article
  • May 1, 2025 $CAT: Upgraded · Buy · $395 · article
  • Apr 22, 2025 $DE: Maintained · Buy · $513 · article

Kristen Owen4.3★ · 56% success · +8.1% 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.