PerpEquities

Top analysts on stock perps · Analyst

Robert Kad (Morgan Stanley): analyst track record on stock perps

Robert Kad of Morgan Stanley on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.

Stars4.3★
Success58%
Excess return+7.2%
rank#1,762
Ratings278
ratings on stock perps23

Track record

TipRanks data via FMP
12 months3 years
Ratings195388
Stock4242
Buy / hold / sell73 / 74 / 48143 / 154 / 91
Upgrades / downgrades / initiations7 / 7 / 313 / 13 / 11
Price targets hit / missed59 / 132 (31%)185 / 199 (48%)
Avg. return after a rating (TipRanks)-6.5%+2.9%
Best / worst call+44.9% / -47.4%+156.1% / -82.3%

After buy calls: median 21-day move +2.9% · vs S&P 500 +1.0% · targets hit within a year 100% (n = 21)

Current calls on stock perps

StockCallTargetvs last closeDate
$WMB Williams CompaniesBuy · Maintained$103+41.4%Aug 25, 2026

Recent ratings

  • Aug 25, 2026 $WMB: Maintained · Buy · $103 · article
  • Aug 18, 2026 $WMB: Maintained · Buy · $103 · article
  • Aug 3, 2026 $WMB: Maintained · Buy · $99.00 · article
  • Jul 21, 2026 $WMB: Maintained · Buy · $99.00 · article
  • Jul 14, 2026 $WMB: Reiterated · Buy · $99.00 · article
  • Jun 9, 2026 $WMB: Maintained · Buy · $98.00 · article
  • May 20, 2026 $WMB: Reiterated · Buy · $79.40 · article
  • Mar 3, 2026 $WMB: Maintained · Buy · $90.00 · article
  • Jan 28, 2026 $WMB: Maintained · Buy · $83.00 · article
  • Oct 27, 2025 $WMB: Maintained · Buy · $83.00 · article
  • Oct 3, 2025 $WMB: Maintained · Buy · $83.00 · article
  • Aug 20, 2025 $WMB: Maintained · Buy · $70.00 · article
  • Jul 17, 2025 $WMB: Maintained · Buy · $70.00 · article
  • May 5, 2025 $WMB: Maintained · Buy · $70.00 · article
  • Apr 8, 2025 $WMB: Maintained · Buy · $70.00 · article
  • Mar 25, 2025 $WMB: Maintained · Buy · $70.00 · article
  • Feb 12, 2025 $WMB: Maintained · Buy · $58.00 · article
  • Oct 4, 2024 $WMB: Upgraded · Buy · $58.00 · article
  • Aug 19, 2024 $WMB: Maintained · Hold · $52.00 · article
  • Aug 5, 2024 $WMB: Maintained · Hold · $48.00 · article

Robert Kad4.3★ · 58% success · +7.2% 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.