Top analysts on stock perps · Analyst

Richard Baldry (Roth MKM): analyst track record on stock perps

Richard Baldry of Roth MKM on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.

Stars4.8★

Success56%

Excess return+13.0%

rank#624

Ratings449

ratings on stock perps30

Track record

TipRanks data via FMP

	12 months	3 years
Ratings	76	180
Stock	21	23
Buy / hold / sell	71 / 5 / 0	163 / 14 / 3
Upgrades / downgrades / initiations	0 / 1 / 2	1 / 3 / 3
Price targets hit / missed	3 / 73 (4%)	16 / 164 (9%)
Avg. return after a rating (TipRanks)	-47.1%	-43.1%
Best / worst call	+1.8% / -99.2%	+210.0% / -99.9%

After buy calls: median 21-day move -4.0% · vs S&P 500 -3.5% · targets hit within a year 38% (n = 28)

Current calls on stock perps

Stock	Call	Target	vs last close	Date
$CRM Salesforce, Inc.	Buy · Maintained	$325	+33.7%	Aug 27, 2026
$ZETA Zeta Global Holdings Corp.	Buy · Reiterated	$44.00	+44.0%	Aug 5, 2026

Recent ratings

Aug 27, 2026 $CRM: Maintained · Buy · $325 · article
Aug 5, 2026 $ZETA: Reiterated · Buy · $44.00 · article
Jun 24, 2026 $ZETA: Reiterated · Buy · $44.00 · article
May 28, 2026 $CRM: Maintained · Buy · $325 · article
May 1, 2026 $ZETA: Reiterated · Buy · $44.00 · article
Feb 26, 2026 $CRM: Maintained · Buy · $325 · article
Feb 25, 2026 $ZETA: Reiterated · Buy · $44.00 · article
Dec 4, 2025 $CRM: Maintained · Buy · $395 · article
Nov 25, 2025 $ZETA: Reiterated · Buy · $44.00 · article
Nov 4, 2025 $ZETA: Maintained · Buy · $44.00 · article
Oct 30, 2025 $CRM: Maintained · Buy · $315 · article
Oct 9, 2025 $ZETA: Reiterated · Buy · $44.00 · article
Oct 1, 2025 $ZETA: Reiterated · Buy · $44.00 · article
Sep 4, 2025 $CRM: Maintained · Buy · $395 · article
Aug 6, 2025 $ZETA: Maintained · Buy · $44.00 · article
May 29, 2025 $CRM: Maintained · Buy · $395 · article
May 2, 2025 $ZETA: Maintained · Buy · $44.00 · article
Feb 27, 2025 $CRM: Maintained · Buy · $395 · article
Feb 26, 2025 $ZETA: Maintained · Buy · $44.00 · article
Dec 20, 2024 $ZETA: Maintained · Buy · $44.00 · article

Richard Baldry4.8★ · 56% success · +13.0% 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.