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.

Stars4.5★
Success59%
Excess return+6.7%
rank#1,360
Ratings386
ratings on stock perps97

Track record

TipRanks data via FMP
12 months3 years
Ratings152319
Stock3940
Buy / hold / sell131 / 21 / 0249 / 70 / 0
Upgrades / downgrades / initiations1 / 1 / 02 / 3 / 10
Price targets hit / missed31 / 119 (21%)97 / 216 (31%)
Avg. return after a rating (TipRanks)-11.5%-8.4%
Best / worst call+63.3% / -70.5%+131.3% / -82.3%

After buy calls: median 21-day move +1.3% · vs S&P 500 -0.6% (n = 47)

Current calls on stock perps

StockCallTargetvs last closeDate
$MCO Moody's CorporationBuy · Maintained$537+11.1%Oct 22, 2026
$FDS FactSet Research Systems Inc.Hold · Maintained$292-11.9%Oct 1, 2026
$WM Waste ManagementBuy · Maintained$261+9.0%Jul 30, 2026
$ECL EcolabBuy · Reiterated$337+16.8%Jul 29, 2026
$SPGI S&P GlobalBuy · Maintained$521+15.7%Jul 29, 2026
$CTAS CintasHold · Maintained$190-15.2%Jul 16, 2026

Recent ratings

  • Oct 22, 2026 $MCO: Maintained · Buy · $537 · article
  • Oct 1, 2026 $FDS: Maintained · Hold · $292 · article
  • 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 27, 2026 $FDS: Maintained · Hold · $254 · article
  • Jul 17, 2026 $SPGI: Reiterated · Buy · $521 · article
  • Jul 16, 2026 $CTAS: Maintained · Hold · $190 · article
  • Jul 1, 2026 $FDS: Maintained · Hold · $254 · 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
  • Apr 1, 2026 $FDS: Maintained · Hold · $248 · article
  • Mar 26, 2026 $CTAS: Reiterated · Hold · $190 · article
  • Mar 24, 2026 $ECL: Maintained · Buy · $337 · article

Shlomo Rosenbaum4.5★ · 59% success · +6.7% 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.