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Sharon Zackfia (William Blair): analyst track record on stock perps

Sharon Zackfia of William Blair on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.

Stars2.1★
Success40%
Excess return+0.3%
rank#7,371
Ratings381
ratings on stock perps132

Track record

TipRanks data via FMP
12 months3 years
Ratings203346
Stock3841
Buy / hold / sell150 / 53 / 0259 / 87 / 0
Upgrades / downgrades / initiations2 / 2 / 73 / 8 / 11
Price targets hit / missed5 / 13 (28%)5 / 13 (28%)
Avg. return after a rating (TipRanks)-20.8%-20.8%
Best / worst call+56.3% / -65.7%+56.3% / -65.7%

After buy calls: median 21-day move -3.2% · vs S&P 500 -3.7% (n = 101)

Current calls on stock perps

StockCallTargetvs last closeDate
$RCL Royal Caribbean GroupBuy · Maintained––Oct 20, 2026
$RVMD Revolution Medicines, Inc.Buy · Initiated$226+22.1%Oct 15, 2026
$CCL Carnival Corporation & plcBuy · Reiterated––Sep 29, 2026
$SBUX StarbucksBuy · Maintained––Sep 24, 2026
$JMKE Jersey Mike's Subs Inc.Buy · Maintained––Sep 9, 2026
$LULU Lululemon Athletica Inc.Hold · Maintained––Sep 9, 2026
$CAVA CAVA Group, Inc.Buy · Maintained––Aug 12, 2026
$CVNA Carvana Co.Buy · Reiterated––Aug 12, 2026
$CMG Chipotle Mexican Grill, Inc.Buy · Reiterated––Aug 4, 2026

Recent ratings

  • Oct 20, 2026 $RCL: Maintained · Buy · article
  • Oct 20, 2026 $RCL: Maintained · Buy · article
  • Oct 15, 2026 $RVMD: Initiated · Buy · $226 · article
  • Sep 29, 2026 $CCL: Reiterated · Buy · article
  • Sep 24, 2026 $SBUX: Maintained · Buy · article
  • Sep 23, 2026 $RCL: Reiterated · Buy · article
  • Sep 23, 2026 $RCL: Reiterated · Buy
  • Sep 17, 2026 $CCL: Reiterated · Buy · article
  • Sep 17, 2026 $CCL: Reiterated · Buy
  • Sep 16, 2026 $SBUX: Maintained · Buy · article
  • Sep 16, 2026 $SBUX: Maintained · Buy
  • Sep 9, 2026 $LULU: Maintained · Hold · article
  • Sep 9, 2026 $JMKE: Maintained · Buy · article
  • Sep 4, 2026 $LULU: Maintained · Hold · article
  • Aug 29, 2026 $JMKE: Maintained · Buy · article
  • Aug 24, 2026 $JMKE: Initiated · Buy · article
  • Aug 17, 2026 $LULU: Maintained · Hold · article
  • Aug 12, 2026 $CVNA: Reiterated · Buy · article
  • Aug 12, 2026 $CAVA: Maintained · Buy · article
  • Aug 4, 2026 $CMG: Reiterated · Buy · article

Sharon Zackfia2.1★ · 40% success · +0.3% 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.