Top analysts on stock perps · Analyst
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.
Stars4.7★
Success55%
Excess return+10.5%
rank#706
Ratings486
ratings on stock perps511
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 388 | 935 |
| Stock | 61 | 64 |
| Buy / hold / sell | 254 / 96 / 38 | 585 / 254 / 96 |
| Upgrades / downgrades / initiations | 2 / 8 / 1 | 10 / 16 / 4 |
| Price targets hit / missed | 129 / 259 (33%) | 304 / 631 (33%) |
| Avg. return after a rating (TipRanks) | -4.7% | -9.9% |
| Best / worst call | +111.0% / -72.9% | +166.7% / -88.2% |
After buy calls: median 21-day move +0.1% · vs S&P 500 -1.9% (n = 362) · targets hit within a year 61% (n = 235)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $ORCL Oracle Corporation | Buy · Maintained | $252 | +99.7% | Oct 26, 2026 |
| $SAP SAP SE | Buy · Maintained | $288 | +20.9% | Oct 23, 2026 |
| $IBM International Business Machines | Buy · Maintained | $277 | +9.2% | Oct 22, 2026 |
| $CRWV CoreWeave, Inc. | Hold · Maintained | $105 | +93.6% | Oct 20, 2026 |
| $WDAY Workday, Inc. | Buy · Maintained | $224 | +6.7% | Oct 15, 2026 |
| $DDOG Datadog | Buy · Maintained | $300 | +11.3% | Oct 12, 2026 |
| $HUBS HubSpot, Inc. | Hold · Downgraded | $240 | -11.4% | Oct 12, 2026 |
| $MSFT Microsoft Corporation | Buy · Maintained | $600 | +14.4% | Oct 12, 2026 |
| $NOW ServiceNow, Inc. | Buy · Maintained | $160 | +0.7% | Oct 12, 2026 |
| $TEAM Atlassian Corporation | Buy · Maintained | $222 | -2.5% | Oct 12, 2026 |
| $CRM Salesforce, Inc. | Buy · Maintained | $276 | +11.0% | Oct 6, 2026 |
| $MDB MongoDB, Inc. | Buy · Maintained | $480 | +29.3% | Sep 30, 2026 |
| $PATH UiPath Inc. | Hold · Maintained | $17.00 | +20.3% | Sep 24, 2026 |
| $ESTC Elastic N.V. | Buy · Maintained | $118 | +15.2% | Sep 18, 2026 |
| $INTU Intuit | Buy · Maintained | $408 | +18.8% | Sep 18, 2026 |
| $SNOW Snowflake Inc. | Hold · Maintained | $384 | +18.0% | Sep 3, 2026 |
| $GTLB GitLab Inc. | Sell · Maintained | $47.00 | -16.5% | Sep 1, 2026 |
| $NVDA NVIDIA Corporation | Buy · Maintained | $275 | +30.4% | Sep 1, 2026 |
Recent ratings
- Oct 26, 2026 $ORCL: Maintained · Buy · $252 · article
- Oct 23, 2026 $SAP: Maintained · Buy · $288 · article
- Oct 23, 2026 $SAP: Maintained · Buy · $288
- Oct 22, 2026 $IBM: Maintained · Buy · $277 · article
- Oct 20, 2026 $CRWV: Maintained · Hold · $105 · article
- Oct 15, 2026 $WDAY: Maintained · Buy · $224 · article
- Oct 12, 2026 $NOW: Maintained · Buy · $160 · article
- Oct 12, 2026 $SAP: Maintained · Buy · $243 · article
- Oct 12, 2026 $DDOG: Maintained · Buy · $300 · article
- Oct 12, 2026 $CRWV: Maintained · Hold · $105 · article
- Oct 12, 2026 $MSFT: Maintained · Buy · $600 · article
- Oct 12, 2026 $TEAM: Maintained · Buy · $222 · article
- Oct 12, 2026 $IBM: Maintained · Buy · $262 · article
- Oct 12, 2026 $HUBS: Downgraded · Hold · $240 · article
- Oct 12, 2026 $HUBS: Downgraded · Hold · $240 · article
- Oct 12, 2026 $MSFT: Maintained · Buy · $600
- Oct 12, 2026 $DDOG: Maintained · Buy · $300
- Oct 12, 2026 $CRWV: Maintained · Hold · $105
- Oct 12, 2026 $IBM: Maintained · Buy · $262
- Oct 8, 2026 $CRWV: Maintained · Hold · $105 · article
Raimo Lenschow4.7★ · 55% success · +10.5% 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.