PerpEquities

Top 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.

Stars3.7★
Success56%
Excess return+2.6%
rank#3,143
Ratings495
ratings on stock perps76

Track record

TipRanks data via FMP
12 months3 years
Ratings31138
Stock1535
Buy / hold / sell28 / 3 / 0104 / 29 / 5
Upgrades / downgrades / initiations0 / 0 / 111 / 3 / 3
Price targets hit / missed2 / 26 (7%)18 / 84 (18%)
Avg. return after a rating (TipRanks)-24.3%-16.2%
Best / worst call+27.3% / -55.9%+27.3% / -65.4%

After buy calls: median 21-day move +1.8% · vs S&P 500 -0.1% (n = 43) · targets hit within a year 75% (n = 32)

Current calls on stock perps

StockCallTargetvs last closeDate
$SCHW Charles Schwab CorporationBuy · Maintained$135+50.0%Oct 15, 2026
$FICO Fair Isaac CorporationBuy · Maintained$1,230+50.9%Oct 13, 2026
$IBKR Interactive Brokers GroupHold · Initiated––Aug 26, 2026
$MSCI MSCI Inc.Buy · Maintained$760+23.5%Jul 8, 2026

Recent ratings

  • Oct 15, 2026 $SCHW: Maintained · Buy · $135 · article
  • Oct 13, 2026 $FICO: Maintained · Buy · $1,230 · article
  • Oct 13, 2026 $FICO: Maintained · Buy · $1,230 · article
  • Aug 26, 2026 $IBKR: Initiated · Hold · article
  • Jul 22, 2026 $SCHW: Maintained · Buy · $145 · article
  • Jul 8, 2026 $MSCI: Maintained · Buy · $760 · article
  • May 15, 2026 $SCHW: Maintained · Buy · $137 · article
  • Apr 29, 2026 $FICO: Maintained · Buy · $1,750 · article
  • Apr 21, 2026 $MSCI: Maintained · Buy · $730 · article
  • Apr 7, 2026 $MSCI: Maintained · Buy · $700 · article
  • Mar 17, 2026 $MSCI: Maintained · Buy · $710 · article
  • Jan 13, 2026 $MSCI: Maintained · Buy · $690 · article
  • Jan 5, 2026 $SCHW: Maintained · Buy · $114 · article
  • Nov 12, 2025 $HOOD: Maintained · Hold · article
  • Oct 17, 2025 $FICO: Maintained · Buy · $1,800 · 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 $MSCI: Maintained · Buy · $660 · article
  • Oct 13, 2025 $CME: Maintained · Buy · $307 · article

Patrick O'Shaughnessy3.7★ · 56% success · +2.6% 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.