PerpEquitiesTop 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.
Stars4.8★
Success63%
Excess return+12.3%
rank#467
Ratings473
ratings on stock perps199
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 290 | 770 |
| Stock | 46 | 48 |
| Buy / hold / sell | 153 / 137 / 0 | 411 / 357 / 2 |
| Upgrades / downgrades / initiations | 5 / 5 / 1 | 21 / 14 / 25 |
| Price targets hit / missed | 74 / 215 (26%) | 305 / 463 (40%) |
| Avg. return after a rating (TipRanks) | -8.6% | -1.4% |
| Best / worst call | +37.2% / -59.9% | +145.6% / -70.0% |
After buy calls: median 21-day move +1.8% · vs S&P 500 0.0% · targets hit within a year 59% (n = 196)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $ABBV AbbVie Inc. | Buy · Reiterated | $280 | +9.8% | Sep 4, 2026 |
| $CME CME Group | Buy · Reiterated | $292 | +6.5% | Sep 3, 2026 |
| $BX Blackstone Inc. | Buy · Maintained | $154 | +22.8% | Aug 31, 2026 |
| $APO Apollo Global Management | Buy · Maintained | $159 | +24.3% | Aug 6, 2026 |
| $KKR KKR & Co. Inc. | Hold · Maintained | $118 | +17.0% | Aug 6, 2026 |
| $OWL Blue Owl Capital Inc. | Buy · Maintained | $15.00 | +43.8% | Aug 6, 2026 |
| $ICE Intercontinental Exchange | Buy · Maintained | $177 | +13.6% | Jul 31, 2026 |
| $BLK BlackRock | Hold · Maintained | $1,144 | +7.7% | Jun 5, 2026 |
| $SCHW Charles Schwab Corporation | Buy · Maintained | $109 | +1.6% | May 15, 2026 |
Recent ratings
- Sep 4, 2026 $ABBV: Reiterated · Buy · $280 · article
- Sep 3, 2026 $CME: Reiterated · Buy · $292 · article
- Aug 31, 2026 $BX: Maintained · Buy · $154 · article
- Aug 6, 2026 $APO: Maintained · Buy · $159 · article
- Aug 6, 2026 $BX: Maintained · Buy · $154 · article
- Aug 6, 2026 $KKR: Maintained · Hold · $118 · article
- Aug 6, 2026 $OWL: Maintained · Buy · $15.00 · article
- Aug 3, 2026 $KKR: Maintained · Hold · $111 · article
- Jul 31, 2026 $ICE: Maintained · Buy · $177 · article
- Jul 28, 2026 $BX: Maintained · Buy · $145 · article
- Jul 24, 2026 $BX: Maintained · Buy · $145 · article
- Jun 22, 2026 $CME: Maintained · Buy · $273 · article
- Jun 22, 2026 $ICE: Maintained · Buy · $153 · article
- Jun 15, 2026 $BX: Maintained · Buy · $133 · article
- Jun 5, 2026 $BLK: Maintained · Hold · $1,144 · article
- May 18, 2026 $APO: Maintained · Buy · $146 · article
- May 18, 2026 $BX: Maintained · Buy · $133 · article
- May 18, 2026 $KKR: Maintained · Hold · $104 · article
- May 18, 2026 $OWL: Reiterated · Buy · $14.00 · article
- May 15, 2026 $SCHW: Maintained · Buy · $109 · article
William Katz4.8★ · 63% success · +12.3% 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.