Top analysts on stock perps · Analyst
Stephen Volkmann (Jefferies): analyst track record on stock perps
Stephen Volkmann 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.
Stars4.9★
Success66%
Excess return+18.8%
rank#144
Ratings455
ratings on stock perps103
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 80 | 223 |
| Stock | 45 | 68 |
| Buy / hold / sell | 58 / 21 / 1 | 146 / 76 / 1 |
| Upgrades / downgrades / initiations | 11 / 7 / 17 | 13 / 17 / 18 |
| Price targets hit / missed | 13 / 67 (16%) | 100 / 123 (45%) |
| Avg. return after a rating (TipRanks) | -15.6% | +4.3% |
| Best / worst call | +45.9% / -57.3% | +108.8% / -57.3% |
After buy calls: median 21-day move +0.6% · vs S&P 500 +0.1% (n = 67) · targets hit within a year 73% (n = 48)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $VRT Vertiv Holdings Co | Hold · Maintained | $245 | +26.1% | Sep 3, 2026 |
| $CMI Cummins Inc. | Buy · Maintained | $675 | +30.5% | Aug 24, 2026 |
| $HON Honeywell | Hold · Maintained | $255 | +15.3% | Aug 17, 2026 |
| $CARR Carrier Global Corporation | Buy · Reiterated | $90.00 | +60.0% | Jul 29, 2026 |
| $FAST Fastenal Company | Buy · Reiterated | $52.00 | +0.2% | Jul 15, 2026 |
| $DE Deere & Company | Hold · Maintained | $550 | -14.9% | May 29, 2026 |
| $CAT Caterpillar Inc. | Buy · Maintained | $1,045 | +52.1% | May 22, 2026 |
Recent ratings
- Sep 3, 2026 $VRT: Maintained · Hold · $245 · article
- Aug 24, 2026 $CMI: Maintained · Buy · $675 · article
- Aug 20, 2026 $CMI: Maintained · Buy · $775 · article
- Aug 17, 2026 $HON: Maintained · Hold · $255 · article
- Jul 29, 2026 $CARR: Reiterated · Buy · $90.00 · article
- Jul 15, 2026 $FAST: Reiterated · Buy · $52.00 · article
- Jun 4, 2026 $FAST: Maintained · Buy · $52.00 · article
- May 29, 2026 $DE: Maintained · Hold · $550 · article
- May 22, 2026 $CAT: Maintained · Buy · $1,045 · article
- May 1, 2026 $CAT: Maintained · Buy · $1,045 · article
- Apr 14, 2026 $FAST: Reiterated · Buy · $52.00 · article
- Apr 8, 2026 $DE: Upgraded · Hold · $550 · article
- Mar 31, 2026 $APH: Upgraded · Buy · $72.50 · article
- Mar 31, 2026 $EMR: Upgraded · Buy · $175 · article
- Mar 31, 2026 $ROK: Downgraded · Hold · $490 · article
- Mar 31, 2026 $VRT: Downgraded · Hold · $260 · article
- Mar 26, 2026 $CARR: Maintained · Buy · $90.00 · article
- Mar 16, 2026 $ETN: Initiated · Buy · $430 · article
- Feb 26, 2026 $CARR: Reiterated · Buy · $90.00 · article
- Feb 23, 2026 $DE: Downgraded · Sell · $550 · article
Stephen Volkmann4.9★ · 66% success · +18.8% 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.