PerpEquitiesTop 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.
Stars4.7★
Success56%
Excess return+11.9%
rank#643
Ratings497
ratings on stock perps361
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 311 | 775 |
| Stock | 76 | 76 |
| Buy / hold / sell | 188 / 123 / 0 | 515 / 243 / 17 |
| Upgrades / downgrades / initiations | 6 / 4 / 9 | 18 / 17 / 19 |
| Price targets hit / missed | 40 / 270 (13%) | 271 / 500 (35%) |
| Avg. return after a rating (TipRanks) | -19.3% | +2.7% |
| Best / worst call | +65.5% / -79.9% | +314.4% / -79.9% |
After buy calls: median 21-day move +1.4% · vs S&P 500 -0.4% · targets hit within a year 55% (n = 332)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $AVAV AeroVironment, Inc. | Buy · Maintained | $229 | +55.7% | Sep 3, 2026 |
| $BA Boeing | Buy · Maintained | $295 | +44.0% | Sep 2, 2026 |
| $AAL American Airlines Group Inc. | Hold · Maintained | $15.00 | +16.7% | Aug 27, 2026 |
| $FLY Firefly Aerospace Inc. | Buy · Reiterated | $35.00 | +67.5% | Aug 12, 2026 |
| $HWM Howmet Aerospace | Buy · Reiterated | $370 | +62.3% | Aug 10, 2026 |
| $HON Honeywell | Hold · Maintained | $175 | -13.4% | Aug 9, 2026 |
| $KTOS Kratos Defense & Security Solutions, Inc. | Buy · Maintained | $80.00 | +70.3% | Aug 9, 2026 |
| $RDW Redwire Corporation | Hold · Reiterated | $15.00 | +38.0% | Aug 9, 2026 |
| $GD General Dynamics | Buy · Maintained | $460 | +29.9% | Aug 2, 2026 |
| $LMT Lockheed Martin Corporation | Hold · Maintained | $595 | +12.2% | Jul 26, 2026 |
| $NOC Northrop Grumman | Hold · Maintained | $580 | +11.8% | Jul 26, 2026 |
| $RTX RTX Corporation | Buy · Maintained | $250 | +26.2% | Jul 26, 2026 |
| $GE GE Aerospace | Buy · Maintained | $455 | +40.4% | Jul 2, 2026 |
Recent ratings
- Sep 3, 2026 $AVAV: Maintained · Buy · $229 · article
- Sep 2, 2026 $BA: Maintained · Buy · $295 · article
- Aug 27, 2026 $AAL: Maintained · Hold · $15.00 · article
- Aug 12, 2026 $FLY: Reiterated · Buy · $35.00 · article
- Aug 11, 2026 $BA: Maintained · Buy · $295 · article
- Aug 9, 2026 $KTOS: Maintained · Buy · $80.00 · article
- Aug 9, 2026 $RDW: Reiterated · Hold · $15.00 · article
- Aug 10, 2026 $HWM: Reiterated · Buy · $370 · article
- Aug 9, 2026 $HON: Maintained · Hold · $175 · article
- Aug 6, 2026 $HWM: Maintained · Buy · $340 · article
- Aug 3, 2026 $BA: Maintained · Buy · $295 · article
- Aug 2, 2026 $GD: Maintained · Buy · $460 · article
- Jul 30, 2026 $GD: Maintained · Buy · $440 · article
- Jul 27, 2026 $BA: Maintained · Buy · $295 · article
- Jul 26, 2026 $RTX: Maintained · Buy · $250 · article
- Jul 26, 2026 $AAL: Maintained · Hold · $15.00 · article
- Jul 26, 2026 $NOC: Maintained · Hold · $580 · article
- Jul 26, 2026 $LMT: Maintained · Hold · $595 · article
- Jul 23, 2026 $AAL: Maintained · Hold · $18.00 · article
- Jul 20, 2026 $BA: Maintained · Buy · $295 · article
Sheila Kahyaoglu4.7★ · 56% success · +11.9% 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.