PerpEquitiesTop analysts on stock perps · Analyst
Theresa Chen (Barclays): analyst track record on stock perps
Theresa Chen 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.
Stars5★
Success78%
Excess return+21.3%
rank#19
Ratings492
ratings on stock perps143
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 265 | 680 |
| Stock | 49 | 50 |
| Buy / hold / sell | 140 / 108 / 17 | 334 / 300 / 46 |
| Upgrades / downgrades / initiations | 1 / 0 / 6 | 3 / 2 / 17 |
| Price targets hit / missed | 182 / 83 (69%) | 551 / 127 (81%) |
| Avg. return after a rating (TipRanks) | +19.0% | +39.7% |
| Best / worst call | +128.1% / -29.9% | +271.5% / -99.0% |
After buy calls: median 21-day move +1.5% · vs S&P 500 +0.1% · targets hit within a year 82% (n = 136)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $VLO Valero Energy | Buy · Maintained | $323 | -16.2% | Sep 10, 2026 |
| $PSX Phillips 66 | Hold · Maintained | $216 | -16.4% | Sep 9, 2026 |
| $LNG Cheniere Energy, Inc. | Buy · Maintained | $279 | +0.4% | Aug 7, 2026 |
| $MPC Marathon Petroleum | Buy · Maintained | $321 | -18.2% | Aug 6, 2026 |
| $WMB Williams Companies | Hold · Maintained | $75.00 | +3.0% | Jul 14, 2026 |
Recent ratings
- Sep 10, 2026 $VLO: Maintained · Buy · $323 · article
- Sep 9, 2026 $PSX: Maintained · Hold · $216 · article
- Aug 7, 2026 $LNG: Maintained · Buy · $279 · article
- Aug 6, 2026 $MPC: Maintained · Buy · $321 · article
- Aug 6, 2026 $PSX: Maintained · Hold · $216 · article
- Jul 31, 2026 $VLO: Maintained · Buy · $323 · article
- Jul 15, 2026 $LNG: Maintained · Buy · $274 · article
- Jul 14, 2026 $WMB: Maintained · Hold · $75.00 · article
- Jul 13, 2026 $MPC: Maintained · Buy · $289 · article
- Jul 9, 2026 $PSX: Maintained · Hold · $183 · article
- Jul 8, 2026 $WMB: Maintained · Hold · $75.00 · article
- Jul 1, 2026 $VLO: Reiterated · Buy · $279 · article
- May 6, 2026 $MPC: Maintained · Buy · $270 · article
- May 1, 2026 $VLO: Reiterated · Buy · $261 · article
- Apr 30, 2026 $PSX: Maintained · Hold · $177 · article
- Apr 10, 2026 $MPC: Reiterated · Buy · $230 · article
- Apr 10, 2026 $LNG: Reiterated · Buy · $271 · article
- Apr 7, 2026 $VLO: Reiterated · Buy · $261 · article
- Apr 7, 2026 $PSX: Reiterated · Hold · $177 · article
- Apr 6, 2026 $WMB: Maintained · Hold · $73.00 · article
Theresa Chen5★ · 78% success · +21.3% 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.