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.
Stars2.8★
Success48%
Excess return+1.1%
rank#5,418
Ratings500
ratings on stock perps118
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 190 | 485 |
| Stock | 32 | 33 |
| Buy / hold / sell | 171 / 19 / 0 | 430 / 55 / 0 |
| Upgrades / downgrades / initiations | 2 / 2 / 1 | 4 / 3 / 7 |
| Price targets hit / missed | 24 / 147 (14%) | 40 / 390 (9%) |
| Avg. return after a rating (TipRanks) | -21.7% | -34.2% |
| Best / worst call | +34.3% / -91.5% | +67.8% / -97.2% |
After buy calls: median 21-day move -2.2% · vs S&P 500 -3.1% (n = 76) · targets hit within a year 40% (n = 45)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $ZETA Zeta Global Holdings Corp. | Buy · Reiterated | $40.00 | +18.6% | Oct 9, 2026 |
| $WDAY Workday, Inc. | Buy · Reiterated | $230 | +11.0% | Oct 5, 2026 |
| $PATH UiPath Inc. | Buy · Maintained | $22.00 | +53.8% | Sep 23, 2026 |
| $CRM Salesforce, Inc. | Buy · Maintained | $400 | +63.2% | Sep 17, 2026 |
| $DOCU DocuSign, Inc. | Hold · Maintained | – | – | Sep 4, 2026 |
| $SHOP Shopify Inc. | Buy · Maintained | $180 | +6.7% | May 5, 2026 |
Recent ratings
- Oct 9, 2026 $ZETA: Reiterated · Buy · $40.00 · article
- Oct 9, 2026 $ZETA: Reiterated · Buy · $40.00 · article
- Oct 5, 2026 $WDAY: Reiterated · Buy · $230 · article
- Oct 5, 2026 $WDAY: Reiterated · Buy · $230
- Sep 23, 2026 $PATH: Maintained · Buy · $22.00 · article
- Sep 23, 2026 $PATH: Maintained · Buy · $22.00
- Sep 17, 2026 $CRM: Maintained · Buy · $400 · article
- Sep 4, 2026 $DOCU: Maintained · Hold · article
- 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
- Jun 5, 2026 $DOCU: Maintained · Hold · article
- May 22, 2026 $WDAY: Maintained · Buy · $180 · article
- May 22, 2026 $DOCU: Maintained · Hold · article
Scott Berg2.8★ · 48% success · +1.1% 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.