PerpEquitiesTop analysts on stock perps · Analyst
Steven Chubak (Wolfe Research): analyst track record on stock perps
Steven Chubak of Wolfe Research on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.
Stars4.8★
Success63%
Excess return+14.7%
rank#554
Ratings304
ratings on stock perps68
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 47 | 142 |
| Stock | 37 | 48 |
| Buy / hold / sell | 33 / 12 / 2 | 97 / 28 / 17 |
| Upgrades / downgrades / initiations | 2 / 12 / 2 | 15 / 21 / 9 |
| Price targets hit / missed | 13 / 29 (31%) | 58 / 63 (48%) |
| Avg. return after a rating (TipRanks) | -11.4% | +13.2% |
| Best / worst call | +18.4% / -48.1% | +335.9% / -61.4% |
After buy calls: median 21-day move +3.7% · vs S&P 500 +1.8% · targets hit within a year 79% (n = 64)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $IBKR Interactive Brokers Group | Buy · Initiated | $101 | +13.0% | Jun 8, 2026 |
Recent ratings
- Jun 8, 2026 $IBKR: Initiated · Buy · $101 · article
- Feb 9, 2026 $HOOD: Upgraded · Buy · $125 · article
- Jan 7, 2026 $SCHW: Maintained · Buy · $122 · article
- Jan 7, 2026 $WFC: Maintained · Buy · $109 · article
- Jan 7, 2026 $MS: Maintained · Buy · $211 · article
- Jan 7, 2026 $OWL: Maintained · Buy · $20.00 · article
- Jan 7, 2026 $C: Maintained · Buy · $141 · article
- Jan 7, 2026 $APO: Maintained · Buy · $166 · article
- Jan 7, 2026 $JPM: Downgraded · Hold · article
- Jan 7, 2026 $BAC: Downgraded · Hold · $62.00 · article
- Jan 7, 2026 $USB: Downgraded · Hold · $56.00 · article
- Nov 24, 2025 $MS: Upgraded · Buy · $198 · article
- Oct 7, 2025 $BAC: Maintained · Buy · $58.00 · article
- Oct 7, 2025 $WFC: Maintained · Buy · $90.00 · article
- Oct 7, 2025 $C: Maintained · Buy · $117 · article
- Oct 7, 2025 $SCHW: Maintained · Buy · $117 · article
- Oct 7, 2025 $JPM: Maintained · Buy · $342 · article
- Sep 7, 2025 $HOOD: Maintained · Hold · article
- Aug 6, 2025 $APO: Maintained · Buy · $159 · article
- Jul 16, 2025 $BAC: Maintained · Buy · $57.00 · article
Steven Chubak4.8★ · 63% success · +14.7% 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.