Top analysts on stock perps · Analyst
Sheila Kahyaoglu (Jefferies): analyst track record on stock perps
Sheila Kahyaoglu of Jefferies on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.
Stars4.6★
Success51%
Excess return+9.5%
rank#1,015
Ratings495
ratings on stock perps477
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 359 | 820 |
| Stock | 79 | 80 |
| Buy / hold / sell | 218 / 141 / 0 | 543 / 261 / 16 |
| Upgrades / downgrades / initiations | 5 / 4 / 10 | 18 / 17 / 21 |
| Price targets hit / missed | 30 / 326 (8%) | 238 / 576 (29%) |
| Avg. return after a rating (TipRanks) | -24.5% | -5.0% |
| Best / worst call | +33.1% / -84.9% | +301.8% / -84.9% |
After buy calls: median 21-day move +1.2% · vs S&P 500 -1.1% (n = 318) · targets hit within a year 59% (n = 230)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $GE GE Aerospace | Buy · Maintained | $425 | +48.8% | Oct 25, 2026 |
| $LMT Lockheed Martin Corporation | Hold · Maintained | $615 | +1.8% | Oct 25, 2026 |
| $NOC Northrop Grumman | Hold · Maintained | $585 | +6.1% | Oct 25, 2026 |
| $UAL United Airlines Holdings, Inc. | Buy · Maintained | $142 | +45.0% | Oct 21, 2026 |
| $BA Boeing | Buy · Maintained | $265 | +40.7% | Oct 12, 2026 |
| $DAL Delta Air Lines, Inc. | Buy · Maintained | – | – | Oct 1, 2026 |
| $KTOS Kratos Defense & Security Solutions, Inc. | Buy · Reiterated | $68.00 | +75.8% | Sep 30, 2026 |
| $HWM Howmet Aerospace | Buy · Maintained | $370 | +99.0% | Sep 29, 2026 |
| $LHX L3Harris Technologies, Inc. | Hold · Reiterated | $280 | +10.2% | Sep 23, 2026 |
| $AVAV AeroVironment, Inc. | Buy · Maintained | $204 | +65.5% | Sep 16, 2026 |
| $RTX RTX Corporation | Buy · Maintained | $250 | +30.9% | Sep 16, 2026 |
| $AAL American Airlines Group Inc. | Hold · Maintained | $15.00 | +23.9% | Aug 27, 2026 |
| $FLY Firefly Aerospace Inc. | Buy · Reiterated | $35.00 | +92.0% | Aug 12, 2026 |
| $HON Honeywell | Hold · Maintained | $175 | -20.9% | Aug 9, 2026 |
| $HONA Honeywell Aerospace Inc | Hold · Maintained | $175 | +7.2% | Aug 9, 2026 |
| $RDW Redwire Corporation | Hold · Reiterated | $15.00 | +79.4% | Aug 9, 2026 |
| $EVEX Eve Holding, Inc. | Buy · Reiterated | $5.00 | +204.9% | Aug 5, 2026 |
| $GD General Dynamics | Buy · Maintained | $460 | +31.7% | Aug 2, 2026 |
Recent ratings
- Oct 25, 2026 $GE: Maintained · Buy · $425 · article
- Oct 25, 2026 $NOC: Maintained · Hold · $585 · article
- Oct 25, 2026 $NOC: Maintained · Hold · $585 · article
- Oct 25, 2026 $GE: Maintained · Buy · $425 · article
- Oct 25, 2026 $LMT: Maintained · Hold · $615 · article
- Oct 25, 2026 $LMT: Maintained · Hold · $615 · article
- Oct 21, 2026 $UAL: Maintained · Buy · $142 · article
- Oct 21, 2026 $UAL: Maintained · Buy · $142 · article
- Oct 12, 2026 $BA: Maintained · Buy · $265 · article
- Oct 8, 2026 $BA: Maintained · Buy · $265 · article
- Oct 8, 2026 $BA: Maintained · Buy · $265
- Oct 5, 2026 $BA: Maintained · Buy · $265 · article
- Oct 1, 2026 $BA: Maintained · Buy · $265 · article
- Oct 1, 2026 $DAL: Maintained · Buy · article
- Oct 1, 2026 $DAL: Maintained · Buy
- Sep 30, 2026 $KTOS: Reiterated · Buy · $68.00 · article
- Sep 29, 2026 $HWM: Maintained · Buy · $370 · article
- Sep 28, 2026 $BA: Maintained · Buy · $265 · article
- Sep 23, 2026 $GE: Reiterated · Buy · $435 · article
- Sep 23, 2026 $GE: Maintained · Buy · $435 · article
Sheila Kahyaoglu4.6★ · 51% success · +9.5% 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.