PerpEquitiesTop analysts on stock perps · Analyst
Scott Heleniak (RBC Capital): analyst track record on stock perps
Scott Heleniak of RBC Capital 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★
Success71%
Excess return+17.7%
rank#604
Ratings155
ratings on stock perps51
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 0 | 260 |
| Stock | 0 | 29 |
| Buy / hold / sell | – | 149 / 111 / 0 |
| Upgrades / downgrades / initiations | 0 / 0 / 0 | 3 / 3 / 3 |
| Price targets hit / missed | – | 122 / 138 (47%) |
| Avg. return after a rating (TipRanks) | – | +3.4% |
| Best / worst call | – / – | +98.7% / -59.2% |
After buy calls: median 21-day move +4.0% · vs S&P 500 +1.1% · targets hit within a year 56% (n = 42)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| No current calls on stock perps. | ||||
Recent ratings
- Mar 14, 2025 $MRSH: Maintained · Buy · $250 · article
- Feb 11, 2025 $TRV: Maintained · Hold · $268 · article
- Jan 31, 2025 $AON: Maintained · Hold · $400 · article
- Jan 30, 2025 $MRSH: Maintained · Buy · $250 · article
- Jan 29, 2025 $CB: Maintained · Buy · $320 · article
- Jan 22, 2025 $TRV: Maintained · Hold · $268 · article
- Dec 19, 2024 $MRSH: Maintained · Buy · $250 · article
- Dec 11, 2024 $MRSH: Upgraded · Buy · $250 · article
- Oct 30, 2024 $CB: Maintained · Buy · $320 · article
- Oct 25, 2024 $AON: Reiterated · Hold · $390 · article
- Oct 17, 2024 $MRSH: Maintained · Hold · $242 · article
- Oct 17, 2024 $TRV: Maintained · Hold · $273 · article
- Oct 3, 2024 $AON: Maintained · Hold · $365 · article
- Oct 3, 2024 $CB: Maintained · Buy · $320 · article
- Oct 3, 2024 $TRV: Maintained · Hold · $250 · article
- Aug 2, 2024 $AON: Reiterated · Hold · $335 · article
- Jul 26, 2024 $AON: Reiterated · Hold · $335 · article
- Jul 24, 2024 $CB: Maintained · Buy · $295 · article
- Jul 19, 2024 $TRV: Maintained · Hold · $225 · article
- Jul 18, 2024 $MRSH: Reiterated · Hold · $232 · article
Scott Heleniak4.8★ · 71% success · +17.7% 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.