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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.
Stars2.5★
Success41%
Excess return+1.0%
rank#6,140
Ratings365
ratings on stock perps106
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 191 | 321 |
| Stock | 32 | 35 |
| Buy / hold / sell | 143 / 48 / 0 | 241 / 80 / 0 |
| Upgrades / downgrades / initiations | 2 / 2 / 2 | 3 / 8 / 5 |
| Price targets hit / missed | 5 / 7 (42%) | 5 / 7 (42%) |
| Avg. return after a rating (TipRanks) | -5.4% | -5.4% |
| Best / worst call | +58.2% / -40.6% | +58.2% / -40.6% |
After buy calls: median 21-day move -1.3% · vs S&P 500 -3.8% · targets hit within a year – (n = 99)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $LULU Lululemon Athletica Inc. | Hold · Maintained | – | – | Sep 9, 2026 |
| $CVNA Carvana Co. | Buy · Reiterated | – | – | Aug 12, 2026 |
| $CMG Chipotle Mexican Grill, Inc. | Buy · Reiterated | – | – | Aug 4, 2026 |
| $SBUX Starbucks | Buy · Maintained | – | – | Jul 30, 2026 |
| $RCL Royal Caribbean Group | Buy · Reiterated | – | – | Jul 28, 2026 |
| $CCL Carnival Corporation & plc | Buy · Reiterated | – | – | Jun 23, 2026 |
Recent ratings
- Sep 9, 2026 $LULU: Maintained · Hold · article
- Sep 4, 2026 $LULU: Maintained · Hold · article
- Aug 17, 2026 $LULU: Maintained · Hold · article
- Aug 12, 2026 $CVNA: Reiterated · Buy · article
- Aug 4, 2026 $CMG: Reiterated · Buy · article
- Jul 30, 2026 $SBUX: Maintained · Buy · article
- Jul 30, 2026 $CMG: Maintained · Buy · article
- Jul 30, 2026 $CVNA: Reiterated · Buy · article
- Jul 28, 2026 $RCL: Reiterated · Buy · article
- Jul 21, 2026 $RCL: Reiterated · Buy · article
- Jul 21, 2026 $CVNA: Maintained · Buy · article
- Jul 21, 2026 $CVNA: Maintained · Buy
- Jul 21, 2026 $RCL: Reiterated · Buy
- Jun 23, 2026 $CCL: Reiterated · Buy · article
- Jun 5, 2026 $LULU: Maintained · Hold · article
- May 7, 2026 $CVNA: Reiterated · Buy · $77.00 · article
- Apr 30, 2026 $RCL: Reiterated · Buy · $254 · article
- Apr 30, 2026 $CVNA: Maintained · Buy · article
- Apr 30, 2026 $CMG: Reiterated · Buy · article
- Apr 29, 2026 $SBUX: Maintained · Buy · article
Sharon Zackfia2.5★ · 41% success · +1.0% 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.