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Raimo Lenschow (Barclays): analyst track record on stock perps

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

Stars4.5★
Success53%
Excess return+7.5%
rank#1,342
Ratings496
ratings on stock perps467

Track record

TipRanks data via FMP
12 months3 years
Ratings361895
Stock6264
Buy / hold / sell236 / 89 / 36556 / 245 / 94
Upgrades / downgrades / initiations2 / 4 / 110 / 12 / 5
Price targets hit / missed111 / 250 (31%)250 / 645 (28%)
Avg. return after a rating (TipRanks)-7.4%-11.3%
Best / worst call+167.5% / -72.9%+336.8% / -90.7%

After buy calls: median 21-day move -0.3% · vs S&P 500 -2.1% · targets hit within a year 65% (n = 424)

Current calls on stock perps

StockCallTargetvs last closeDate
$ORCL Oracle CorporationBuy · Maintained$250+63.2%Sep 10, 2026
$PATH UiPath Inc.Hold · Maintained$17.00+22.6%Sep 8, 2026
$SNOW Snowflake Inc.Hold · Maintained$384+16.5%Sep 3, 2026
$GTLB GitLab Inc.Sell · Maintained$47.00-0.6%Sep 1, 2026
$MDB MongoDB, Inc.Buy · Maintained$480+28.4%Sep 1, 2026
$NVDA NVIDIA CorporationBuy · Maintained$275+25.9%Sep 1, 2026
$ESTC Elastic N.V.Buy · Maintained$118+41.4%Aug 31, 2026
$TEAM Atlassian CorporationBuy · Maintained$172-4.2%Aug 28, 2026
$WDAY Workday, Inc.Buy · Maintained$224+21.0%Aug 28, 2026
$CRM Salesforce, Inc.Buy · Maintained$276+13.6%Aug 27, 2026
$INTU IntuitBuy · Maintained$408+30.4%Aug 25, 2026
$CRWV CoreWeave, Inc.Hold · Maintained$105+17.8%Aug 13, 2026
$DDOG DatadogBuy · Maintained$290+30.8%Aug 7, 2026
$HUBS HubSpot, Inc.Buy · Maintained$240+7.4%Aug 6, 2026
$MSFT Microsoft CorporationBuy · Maintained$512+4.0%Aug 3, 2026
$SAP SAP SEBuy · Maintained$242+17.5%Jul 27, 2026
$IBM International Business MachinesBuy · Maintained$262+12.0%Jul 23, 2026
$NOW ServiceNow, Inc.Buy · Maintained$134+2.2%Jul 23, 2026

Recent ratings

  • Sep 10, 2026 $ORCL: Maintained · Buy · $250 · article
  • Sep 8, 2026 $PATH: Maintained · Hold · $17.00 · article
  • Sep 4, 2026 $PATH: Maintained · Hold · $17.00 · article
  • Sep 3, 2026 $SNOW: Maintained · Hold · $384 · article
  • Sep 1, 2026 $GTLB: Maintained · Sell · $47.00 · article
  • Sep 1, 2026 $MDB: Maintained · Buy · $480 · article
  • Sep 1, 2026 $NVDA: Maintained · Buy · $275 · article
  • Aug 31, 2026 $ESTC: Maintained · Buy · $118 · article
  • Aug 28, 2026 $ESTC: Maintained · Buy · $118 · article
  • Aug 28, 2026 $TEAM: Maintained · Buy · $172 · article
  • Aug 28, 2026 $WDAY: Maintained · Buy · $224 · article
  • Aug 27, 2026 $SNOW: Maintained · Hold · $332 · article
  • Aug 27, 2026 $CRM: Maintained · Buy · $276 · article
  • Aug 25, 2026 $INTU: Maintained · Buy · $408 · article
  • Aug 26, 2026 $MDB: Maintained · Buy · $460 · article
  • Aug 24, 2026 $ESTC: Maintained · Buy · $94.00 · article
  • Aug 20, 2026 $CRM: Maintained · Buy · $236 · article
  • Aug 19, 2026 $INTU: Maintained · Buy · $443 · article
  • Aug 19, 2026 $WDAY: Maintained · Buy · $200 · article
  • Aug 13, 2026 $CRWV: Maintained · Hold · $105 · article

Raimo Lenschow4.5★ · 53% success · +7.5% 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.