PerpEquities

Top analysts on stock perps · Analyst

William Katz (TD Cowen): analyst track record on stock perps

William Katz of TD Cowen on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.

Stars4.7★
Success57%
Excess return+9.0%
rank#860
Ratings474
ratings on stock perps227

Track record

TipRanks data via FMP
12 months3 years
Ratings334836
Stock4850
Buy / hold / sell176 / 158 / 0447 / 387 / 2
Upgrades / downgrades / initiations9 / 6 / 126 / 15 / 25
Price targets hit / missed61 / 270 (18%)268 / 564 (32%)
Avg. return after a rating (TipRanks)-12.5%-6.3%
Best / worst call+32.1% / -63.9%+136.5% / -70.2%

After buy calls: median 21-day move +1.2% · vs S&P 500 -0.2% (n = 166) · targets hit within a year 58% (n = 116)

Current calls on stock perps

StockCallTargetvs last closeDate
$DASH DoorDashBuy · Maintained$240+33.8%Oct 21, 2026
$BLK BlackRockBuy · Upgraded$1,405+25.6%Oct 20, 2026
$SCHW Charles Schwab CorporationBuy · Maintained$129+43.4%Oct 16, 2026
$APO Apollo Global ManagementBuy · Maintained$154+36.5%Oct 12, 2026
$BX Blackstone Inc.Buy · Maintained$144+22.1%Oct 12, 2026
$ICE Intercontinental ExchangeHold · Maintained$167+2.6%Oct 12, 2026
$KKR KKR & Co. Inc.Hold · Maintained$103+12.8%Oct 12, 2026
$OWL Blue Owl Capital Inc.Buy · Maintained$16.00+70.9%Oct 12, 2026
$CME CME GroupBuy · Maintained$300-1.9%Oct 5, 2026
$ABBV AbbVie Inc.Buy · Reiterated$280-2.0%Sep 4, 2026

Recent ratings

  • Oct 21, 2026 $DASH: Maintained · Buy · $240 · article
  • Oct 21, 2026 $DASH: Maintained · Buy · $240
  • Oct 20, 2026 $BLK: Upgraded · Buy · $1,405
  • Oct 16, 2026 $SCHW: Maintained · Buy · $129 · article
  • Oct 12, 2026 $BLK: Maintained · Hold · $1,212 · article
  • Oct 12, 2026 $BX: Maintained · Buy · $144 · article
  • Oct 12, 2026 $ICE: Maintained · Hold · $167 · article
  • Oct 12, 2026 $KKR: Maintained · Hold · $103 · article
  • Oct 12, 2026 $OWL: Maintained · Buy · $16.00 · article
  • Oct 12, 2026 $SCHW: Maintained · Buy · $129 · article
  • Oct 12, 2026 $SCHW: Maintained · Buy · $129 · article
  • Oct 12, 2026 $OWL: Maintained · Buy · $16.00 · article
  • Oct 12, 2026 $KKR: Maintained · Hold · $103 · article
  • Oct 12, 2026 $ICE: Maintained · Hold · $167 · article
  • Oct 12, 2026 $BX: Maintained · Buy · $144 · article
  • Oct 12, 2026 $BLK: Maintained · Hold · $1,212 · article
  • Oct 12, 2026 $APO: Maintained · Buy · $154 · article
  • Oct 12, 2026 $APO: Maintained · Buy · $154 · article
  • Oct 5, 2026 $CME: Maintained · Buy · $300 · article
  • Oct 5, 2026 $ICE: Downgraded · Hold · $166 · article

William Katz4.7★ · 57% success · +9.0% 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.