PerpEquities

Top analysts on stock perps · Analyst

Marc Bianchi (TD Cowen): analyst track record on stock perps

Marc Bianchi of TD Cowen on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.

Stars4★
Success48%
Excess return+4.8%
rank#2,383
Ratings494
ratings on stock perps87

Track record

TipRanks data via FMP
12 months3 years
Ratings103243
Stock3136
Buy / hold / sell75 / 28 / 0189 / 54 / 0
Upgrades / downgrades / initiations0 / 2 / 31 / 3 / 6
Price targets hit / missed19 / 78 (20%)93 / 133 (41%)
Avg. return after a rating (TipRanks)-14.6%+8.8%
Best / worst call+62.2% / -70.4%+208.2% / -70.4%

After buy calls: median 21-day move +0.6% · vs S&P 500 -0.9% (n = 74) · targets hit within a year 60% (n = 42)

Current calls on stock perps

StockCallTargetvs last closeDate
$LEU Centrus Energy Corp.Hold · Initiated$120+17.1%Oct 26, 2026
$OKLO Oklo Inc.Hold · Maintained$26.00-1.3%Oct 26, 2026
$SMR NuScale Power CorporationHold · Maintained––Aug 10, 2026
$BWXT BWX Technologies, Inc.Buy · Maintained$230+80.8%Aug 4, 2026
$PWR Quanta ServicesBuy · Reiterated$785+43.7%Aug 3, 2026
$SLB Slb N.V.Buy · Reiterated$64.00+20.6%Jul 27, 2026
$GEV GE Vernova Inc.Buy · Reiterated$1,235+51.5%Jul 23, 2026
$HAL Halliburton CompanyBuy · Reiterated$47.00+34.6%Jul 22, 2026
$RIG Transocean Ltd.Hold · Maintained$6.00-6.4%May 6, 2026

Recent ratings

  • Oct 26, 2026 $OKLO: Maintained · Hold · $26.00 · article
  • Oct 26, 2026 $LEU: Initiated · Hold · $120 · article
  • Aug 10, 2026 $SMR: Maintained · Hold · article
  • Aug 4, 2026 $BWXT: Maintained · Buy · $230 · article
  • Aug 3, 2026 $PWR: Reiterated · Buy · $785 · article
  • Jul 27, 2026 $SLB: Reiterated · Buy · $64.00 · article
  • Jul 23, 2026 $GEV: Reiterated · Buy · $1,235 · article
  • Jul 22, 2026 $HAL: Reiterated · Buy · $47.00 · article
  • Jul 21, 2026 $HAL: Maintained · Buy · $47.00
  • Jul 15, 2026 $GEV: Maintained · Buy · $1,220 · article
  • Jun 30, 2026 $SLB: Maintained · Buy · $62.00 · article
  • May 6, 2026 $RIG: Maintained · Hold · $6.00 · article
  • May 4, 2026 $BWXT: Maintained · Buy · $230 · article
  • May 4, 2026 $PWR: Reiterated · Buy · $775 · article
  • Apr 27, 2026 $SLB: Reiterated · Buy · $66.00 · article
  • Apr 22, 2026 $GEV: Reiterated · Buy · $1,220 · article
  • Apr 21, 2026 $HAL: Reiterated · Buy · $48.00 · article
  • Mar 27, 2026 $LIN: Reiterated · Hold · article
  • Mar 27, 2026 $APD: Reiterated · Hold · article
  • Mar 12, 2026 $BWXT: Initiated · Buy · $230 · article

Marc Bianchi4★ · 48% success · +4.8% 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.