PerpEquitiesTop analysts on stock perps · Analyst
Patrick O'Shaughnessy (Raymond James): analyst track record on stock perps
Patrick O'Shaughnessy of Raymond James on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.
Stars3.8★
Success57%
Excess return+3.0%
rank#2,887
Ratings502
ratings on stock perps51
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 43 | 135 |
| Stock | 26 | 36 |
| Buy / hold / sell | 34 / 9 / 0 | 100 / 30 / 5 |
| Upgrades / downgrades / initiations | 5 / 0 / 1 | 11 / 4 / 3 |
| Price targets hit / missed | 2 / 31 (6%) | 23 / 75 (23%) |
| Avg. return after a rating (TipRanks) | -20.4% | -11.6% |
| Best / worst call | +30.2% / -46.6% | +97.8% / -56.9% |
After buy calls: median 21-day move +1.3% · vs S&P 500 +0.1% · targets hit within a year 86% (n = 46)
Current calls on stock perps
Recent ratings
- Aug 26, 2026 $IBKR: Initiated · Hold · article
- Jul 22, 2026 $SCHW: Maintained · Buy · $145 · article
- May 15, 2026 $SCHW: Maintained · Buy · $137 · article
- Jan 5, 2026 $SCHW: Maintained · Buy · $114 · article
- Nov 12, 2025 $HOOD: Maintained · Hold · article
- Oct 17, 2025 $MCO: Upgraded · Hold · article
- Oct 16, 2025 $SCHW: Maintained · Buy · $110 · article
- Oct 15, 2025 $COIN: Reiterated · Hold · article
- Oct 13, 2025 $CME: Maintained · Buy · $307 · article
- Oct 13, 2025 $ICE: Upgraded · Buy · $210 · article
- Jul 23, 2025 $MCO: Reiterated · Sell · article
- Jul 23, 2025 $CME: Maintained · Buy · $309 · article
- Jul 18, 2025 $SCHW: Reiterated · Buy · $103 · article
- Jul 9, 2025 $COIN: Reiterated · Hold · article
- Jul 10, 2025 $HOOD: Reiterated · Hold · article
- Jul 9, 2025 $SCHW: Maintained · Buy · $99.00 · article
- Jul 2, 2025 $CME: Maintained · Buy · $306 · article
- May 12, 2025 $HOOD: Reiterated · Hold · article
- Apr 23, 2025 $CME: Maintained · Buy · $297 · article
- Apr 15, 2025 $MCO: Reiterated · Sell · article
Patrick O'Shaughnessy3.8★ · 57% success · +3.0% 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.