PerpEquities

Top analysts on stock perps · Analyst

Scott Berg (Needham): analyst track record on stock perps

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

Stars0.2★
Success42%
Excess return-4.3%
rank#12,020
Ratings500
ratings on stock perps89

Track record

TipRanks data via FMP
12 months3 years
Ratings190471
Stock3233
Buy / hold / sell172 / 18 / 0418 / 53 / 0
Upgrades / downgrades / initiations1 / 1 / 23 / 2 / 7
Price targets hit / missed17 / 155 (10%)19 / 399 (5%)
Avg. return after a rating (TipRanks)-36.1%-45.9%
Best / worst call+22.2% / -92.9%+52.8% / -95.6%

After buy calls: median 21-day move -1.9% · vs S&P 500 -2.8% · targets hit within a year 39% (n = 82)

Current calls on stock perps

StockCallTargetvs last closeDate
$PATH UiPath Inc.Buy · Reiterated$22.00+58.6%Sep 3, 2026
$CRM Salesforce, Inc.Buy · Maintained$400+64.6%Sep 2, 2026
$WDAY Workday, Inc.Buy · Maintained$230+24.3%Aug 28, 2026
$ZETA Zeta Global Holdings Corp.Buy · Maintained$30.00-1.8%Aug 5, 2026
$SHOP Shopify Inc.Buy · Maintained$180+42.2%May 5, 2026

Recent ratings

  • Sep 3, 2026 $PATH: Reiterated · Buy · $22.00 · article
  • Sep 2, 2026 $CRM: Maintained · Buy · $400 · article
  • Aug 28, 2026 $WDAY: Maintained · Buy · $230 · article
  • Aug 27, 2026 $CRM: Maintained · Buy · $400 · article
  • Aug 14, 2026 $WDAY: Maintained · Buy · $180 · article
  • Aug 5, 2026 $ZETA: Maintained · Buy · $30.00 · article
  • Jun 24, 2026 $ZETA: Maintained · Buy · $25.00 · article
  • Jun 16, 2026 $CRM: Maintained · Buy · $400 · article
  • Jun 12, 2026 $PATH: Maintained · Buy · $15.00 · article
  • May 22, 2026 $WDAY: Maintained · Buy · $180 · article
  • May 15, 2026 $ZETA: Maintained · Buy · $25.00 · article
  • May 5, 2026 $SHOP: Maintained · Buy · $180 · article
  • Mar 13, 2026 $ZETA: Maintained · Buy · $25.00 · article
  • Mar 12, 2026 $PATH: Upgraded · Buy · $15.00 · article
  • Mar 9, 2026 $ZETA: Maintained · Buy · $25.00 · article
  • Feb 26, 2026 $CRM: Maintained · Buy · $400 · article
  • Feb 25, 2026 $ZETA: Maintained · Buy · $25.00 · article
  • Feb 25, 2026 $WDAY: Maintained · Buy · $300 · article
  • Feb 11, 2026 $SHOP: Maintained · Buy · $180 · article
  • Feb 9, 2026 $WDAY: Maintained · Buy · $300 · article

Scott Berg0.2★ · 42% success · -4.3% 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.