PerpEquitiesTop 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+19.0%
rank#176
Ratings454
ratings on stock perps77
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 69 | 219 |
| Stock | 42 | 65 |
| Buy / hold / sell | 48 / 20 / 1 | 141 / 77 / 1 |
| Upgrades / downgrades / initiations | 11 / 7 / 15 | 13 / 17 / 16 |
| Price targets hit / missed | 14 / 55 (20%) | 117 / 102 (53%) |
| Avg. return after a rating (TipRanks) | -14.1% | +9.3% |
| Best / worst call | +54.1% / -54.6% | +130.0% / -54.6% |
After buy calls: median 21-day move +2.1% · vs S&P 500 +0.4% · targets hit within a year 82% (n = 67)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $VRT Vertiv Holdings Co | Hold · Maintained | $245 | -1.3% | Sep 3, 2026 |
| $CMI Cummins | Buy · Maintained | $675 | +22.7% | Aug 24, 2026 |
| $HON Honeywell | Hold · Maintained | $255 | +26.1% | Aug 17, 2026 |
| $DE Deere & Company | Hold · Maintained | $550 | -18.9% | May 29, 2026 |
| $CAT Caterpillar Inc. | Buy · Maintained | $1,045 | +29.8% | May 22, 2026 |
| $APH Amphenol | Buy · Upgraded | $72.50 | -9.7% | Mar 31, 2026 |
| $EMR Emerson Electric | Buy · Upgraded | $175 | +17.9% | Mar 31, 2026 |
| $ROK Rockwell Automation, Inc. | Hold · Downgraded | $490 | +16.3% | Mar 31, 2026 |
| $ETN Eaton Corporation | Buy · Initiated | $430 | +5.1% | Mar 16, 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
- 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 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 16, 2026 $ETN: Initiated · Buy · $430 · article
- Feb 23, 2026 $DE: Downgraded · Sell · $550 · article
- Jan 27, 2026 $CAT: Maintained · Buy · $750 · article
- Jan 8, 2026 $CAT: Maintained · Buy · $700 · article
- Dec 9, 2025 $DE: Maintained · Hold · $475 · article
- Nov 20, 2025 $DE: Maintained · Hold · $440 · article
- Nov 5, 2025 $CAT: Maintained · Buy · $700 · article
- Aug 29, 2025 $CAT: Maintained · Buy · $500 · article
Stephen Volkmann4.9★ · 66% success · +19.0% 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.