PerpEquities

Top analysts on stock perps · Analyst

Terry Ma (Barclays): analyst track record on stock perps

Terry Ma of Barclays on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.

Stars2.8★
Success56%
Excess return+1.4%
rank#5,497
Ratings267
ratings on stock perps160

Track record

TipRanks data via FMP
12 months3 years
Ratings253660
Stock2929
Buy / hold / sell93 / 131 / 29213 / 345 / 102
Upgrades / downgrades / initiations3 / 2 / 08 / 9 / 22
Price targets hit / missed85 / 168 (34%)355 / 305 (54%)
Avg. return after a rating (TipRanks)-7.9%+11.7%
Best / worst call+113.7% / -80.9%+345.3% / -83.3%

After buy calls: median 21-day move +2.9% · vs S&P 500 +0.7% · targets hit within a year 73% (n = 158)

Current calls on stock perps

StockCallTargetvs last closeDate
$AXP American ExpressHold · Maintained$364+13.5%Aug 18, 2026
$COF Capital OneBuy · Maintained$240+15.9%Aug 18, 2026
$RKT Rocket Companies, Inc.Buy · Maintained$17.00+28.9%Aug 7, 2026
$SOFI SoFi Technologies, Inc.Hold · Maintained$18.00+4.6%Jul 30, 2026
$AGNC AGNC Investment Corp.Hold · Maintained$10.00-1.9%Jul 21, 2026

Recent ratings

  • Aug 18, 2026 $AXP: Maintained · Hold · $364 · article
  • Aug 18, 2026 $COF: Maintained · Buy · $240 · article
  • Aug 7, 2026 $RKT: Maintained · Buy · $17.00 · article
  • Jul 30, 2026 $SOFI: Maintained · Hold · $18.00 · article
  • Jul 27, 2026 $AXP: Maintained · Hold · $364 · article
  • Jul 21, 2026 $AGNC: Maintained · Hold · $10.00 · article
  • Jul 22, 2026 $COF: Reiterated · Buy · $240 · article
  • Jul 16, 2026 $AXP: Maintained · Hold · $364 · article
  • Jul 7, 2026 $SOFI: Maintained · Hold · $18.00 · article
  • Jul 7, 2026 $RKT: Maintained · Buy · $17.00 · article
  • Jul 7, 2026 $AXP: Maintained · Hold · $364 · article
  • Jul 7, 2026 $AGNC: Maintained · Hold · $10.00 · article
  • Jul 7, 2026 $COF: Maintained · Buy · $242 · article
  • Jun 16, 2026 $AXP: Maintained · Hold · $322 · article
  • Jun 16, 2026 $COF: Maintained · Buy · $250 · article
  • May 18, 2026 $COF: Maintained · Buy · $250 · article
  • May 18, 2026 $AXP: Maintained · Hold · $322 · article
  • May 11, 2026 $RKT: Maintained · Buy · $19.00 · article
  • Apr 30, 2026 $SOFI: Maintained · Hold · $18.00 · article
  • Apr 24, 2026 $AXP: Maintained · Hold · $322 · article

Terry Ma2.8★ · 56% success · +1.4% 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.