PerpEquitiesTop analysts on stock perps · Analyst
Sam Margolin (Wells Fargo): analyst track record on stock perps
Sam Margolin of Wells Fargo on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.
Stars4.9★
Success75%
Excess return+19.7%
rank#133
Ratings336
ratings on stock perps94
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 214 | 228 |
| Stock | 50 | 54 |
| Buy / hold / sell | 140 / 71 / 3 | 151 / 74 / 3 |
| Upgrades / downgrades / initiations | 4 / 1 / 14 | 5 / 4 / 14 |
| Price targets hit / missed | 107 / 107 (50%) | 113 / 112 (50%) |
| Avg. return after a rating (TipRanks) | +9.7% | +9.5% |
| Best / worst call | +112.1% / -32.2% | +112.1% / -99.3% |
After buy calls: median 21-day move +6.5% · vs S&P 500 +5.5% · targets hit within a year 33% (n = 86)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $CVX Chevron Corporation | Buy · Reiterated | $230 | +8.1% | Sep 3, 2026 |
| $MPC Marathon Petroleum | Buy · Reiterated | $400 | +1.9% | Sep 1, 2026 |
| $PSX Phillips 66 | Buy · Reiterated | $335 | +29.6% | Sep 1, 2026 |
| $VLO Valero Energy | Buy · Reiterated | $389 | +0.9% | Sep 1, 2026 |
| $EOG EOG Resources | Buy · Reiterated | $193 | +30.9% | Aug 13, 2026 |
| $COP ConocoPhillips | Buy · Maintained | $189 | +37.9% | Aug 7, 2026 |
| $OXY Occidental Petroleum Corporation | Buy · Maintained | $79.00 | +29.2% | Aug 6, 2026 |
| $XOM Exxon Mobil Corporation | Buy · Maintained | $182 | +10.1% | Aug 3, 2026 |
| $SHEL Shell plc | Hold · Reiterated | $105 | +9.4% | Jul 31, 2026 |
Recent ratings
- Sep 3, 2026 $CVX: Reiterated · Buy · $230 · article
- Sep 1, 2026 $MPC: Reiterated · Buy · $400 · article
- Sep 1, 2026 $PSX: Reiterated · Buy · $335 · article
- Sep 1, 2026 $VLO: Reiterated · Buy · $389 · article
- Aug 13, 2026 $EOG: Reiterated · Buy · $193 · article
- Aug 6, 2026 $OXY: Maintained · Buy · $79.00 · article
- Aug 7, 2026 $COP: Maintained · Buy · $189 · article
- Aug 5, 2026 $PSX: Maintained · Buy · $239 · article
- Aug 5, 2026 $MPC: Reiterated · Buy · $359 · article
- Aug 3, 2026 $XOM: Maintained · Buy · $182 · article
- Aug 3, 2026 $CVX: Maintained · Buy · $226 · article
- Jul 31, 2026 $VLO: Maintained · Buy · $356 · article
- Jul 31, 2026 $SHEL: Reiterated · Hold · $105 · article
- Jul 31, 2026 $CVX: Maintained · Buy · $226 · article
- Jul 31, 2026 $XOM: Maintained · Buy · $182 · article
- Jul 24, 2026 $EOG: Maintained · Buy · $196 · article
- Jul 21, 2026 $OXY: Reiterated · Buy · $72.00 · article
- Jul 10, 2026 $MPC: Maintained · Buy · $344 · article
- Jul 8, 2026 $XOM: Maintained · Buy · $185 · article
- Jul 7, 2026 $COP: Maintained · Buy · $183 · article
Sam Margolin4.9★ · 75% success · +19.7% 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.