PerpEquities

Top analysts on stock perps · Analyst

Shlomo Rosenbaum (Stifel Nicolaus): analyst track record on stock perps

Shlomo Rosenbaum of Stifel Nicolaus on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.

Stars4.2★
Success55%
Excess return+5.8%
rank#2,011
Ratings377
ratings on stock perps80

Track record

TipRanks data via FMP
12 months3 years
Ratings142305
Stock3940
Buy / hold / sell123 / 19 / 0238 / 67 / 0
Upgrades / downgrades / initiations1 / 0 / 52 / 2 / 12
Price targets hit / missed27 / 112 (19%)89 / 209 (30%)
Avg. return after a rating (TipRanks)-14.6%-10.8%
Best / worst call+53.4% / -67.5%+117.3% / -80.5%

After buy calls: median 21-day move +2.6% · vs S&P 500 -0.1% · targets hit within a year 71% (n = 77)

Current calls on stock perps

StockCallTargetvs last closeDate
$WM Waste ManagementBuy · Maintained$261+21.5%Jul 30, 2026
$ECL EcolabBuy · Reiterated$337+24.1%Jul 29, 2026
$SPGI S&P GlobalBuy · Maintained$521+26.9%Jul 29, 2026
$MCO Moody's CorporationBuy · Maintained$550+17.7%Jul 28, 2026
$CTAS CintasHold · Maintained$190-4.3%Jul 16, 2026

Recent ratings

  • Jul 29, 2026 $SPGI: Maintained · Buy · $521 · article
  • Jul 30, 2026 $WM: Maintained · Buy · $261 · article
  • Jul 29, 2026 $ECL: Reiterated · Buy · $337 · article
  • Jul 28, 2026 $MCO: Maintained · Buy · $550 · article
  • Jul 17, 2026 $SPGI: Reiterated · Buy · $521 · article
  • Jul 16, 2026 $CTAS: Maintained · Hold · $190 · article
  • Jun 12, 2026 $WM: Maintained · Buy · $252 · article
  • Jun 3, 2026 $SPGI: Maintained · Buy · $489 · article
  • Apr 29, 2026 $WM: Maintained · Buy · $252 · article
  • Apr 29, 2026 $ECL: Maintained · Buy · $337 · article
  • Apr 29, 2026 $SPGI: Maintained · Buy · $489 · article
  • Apr 28, 2026 $MCO: Maintained · Buy · $523 · article
  • Apr 22, 2026 $MCO: Maintained · Buy · $523 · article
  • Mar 26, 2026 $CTAS: Reiterated · Hold · $190 · article
  • Mar 24, 2026 $ECL: Maintained · Buy · $337 · article
  • Mar 12, 2026 $CTAS: Maintained · Hold · $222 · article
  • Mar 9, 2026 $ECL: Maintained · Buy · $337 · article
  • Feb 19, 2026 $MCO: Maintained · Buy · $540 · article
  • Feb 11, 2026 $SPGI: Maintained · Buy · $489 · article
  • Feb 11, 2026 $ECL: Maintained · Buy · $337 · article

Shlomo Rosenbaum4.2★ · 55% success · +5.8% 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.