PerpEquities

Analyst moves · Analyst house

Barclays analyst calls on stock perps

Every Barclays rating change and price-target move on companies with stock perpetual futures, with the measured perp reaction after each call.

Moves on record139
Moves (30d)111
Stocks covered119
Measured outcomes115

Track record

Barclays across all its coverage (TipRanks), plus the measured move of stock perps after its calls.
12 months3 years
Ratings13,02833,178
Analysts154186
Buy / hold / sell7174 / 4372 / 148217589 / 11793 / 3796
Upgrades / downgrades / initiations228 / 245 / 263590 / 607 / 736
Price targets hit / missed3,786 / 9,064 (29%)12,932 / 19,760 (40%)
Avg. return after a rating (TipRanks)+1.9%+11.1%
Best / worst call+40,305.9% / -100.0%+40,305.9% / -100.0%

After buy calls: median 21-day move +1.3% · vs S&P 500 -0.4% (n = 5,001) · targets hit within a year 67% (n = 3,258)

After sell calls: median 21-day move +1.0% · vs S&P 500 -0.6% (n = 639)

Analysts at Barclays covering stock perps

  1. David Zazula4.2★ · 82% success · +48.4% excess return11 ratings on stock perps
  2. Theresa Chen5★ · 74% success · +18.6% excess return154 ratings on stock perps
  3. Jason Goldberg4.9★ · 67% success · +14.3% excess return480 ratings on stock perps
  4. Lydia Rainforth4.8★ · 67% success · +12.6% excess return19 ratings on stock perps
  5. Guy Hardwick4.5★ · 66% success · +15.1% excess return37 ratings on stock perps
  6. James Gordon CFA3.8★ · 66% success · +7.3% excess return8 ratings on stock perps
  7. Angus Kelleher-Ferguson2.1★ · 65% success · +1.4% excess return1 ratings on stock perps
  8. Ross Sandler4.9★ · 65% success · +16.3% excess return251 ratings on stock perps
  9. Thomas O'Malley5★ · 63% success · +43.2% excess return574 ratings on stock perps
  10. Richard Garchitorena4.1★ · 63% success · +8.4% excess return19 ratings on stock perps
  11. Julian Mitchell4.9★ · 63% success · +15.2% excess return438 ratings on stock perps
  12. Saket Kalia4.9★ · 63% success · +15.9% excess return428 ratings on stock perps

TipRanks data via FMP

Barclays analyst calls on stock perps

139 moves
StockAnalystActionTarget / pricevs. perp price1h after24h afterWhen
$NOCAnalyst not disclosedcoverage initiated at Underweight$419$519-19.3% Short0%-0.4%Oct 8, 20:24
$LMTAnalyst not disclosedcoverage initiated at Equal Weight$554$551+0.5% Long0%+0.4%Oct 8, 20:24
$KTOS–coverage initiated at Overweight$90.00$40.82+120.5% Long-0.2%+0.7%Oct 8, 20:24
$KRMNAnalyst not disclosedcoverage initiated at Overweight$79.00$34.49+129.1% Long+0.2%+2.6%Oct 8, 20:23
$KKRBenjamin Budish4.6★ · 54% success · +8.5% excess returnBenjamin BudishBarclays
  • 4.6★
  • 54% success · 273 of 502 ratings were profitable
  • +8.5% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #984
  • 615 ratings on stock perps
Full track record →TipRanks data via FMP		price target lowered$135 → $130$86.66+50% Long+0.7%+1.5%Oct 8, 10:01
$BXBenjamin Budish4.6★ · 54% success · +8.5% excess returnBenjamin BudishBarclays
  • 4.6★
  • 54% success · 273 of 502 ratings were profitable
  • +8.5% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #984
  • 615 ratings on stock perps
Full track record →TipRanks data via FMP		price target lowered$128 → $124$107+15.4% Long+0.2%+2.7%Oct 8, 09:58
$ZSSaket Kalia4.9★ · 63% success · +15.9% excess returnSaket KaliaBarclays
  • 4.9★
  • 63% success · 303 of 485 ratings were profitable
  • +15.9% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #256
  • 428 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$220 → $225$206+9.2% Long+0.2%-0.5%Oct 7, 10:17
$TMOLuke Sergott4.7★ · 51% success · +12.7% excess returnLuke SergottBarclays
  • 4.7★
  • 51% success · 248 of 489 ratings were profitable
  • +12.7% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #632
  • 124 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$650 → $750$692+8.3% Long+0.3%+1%Oct 7, 10:14
$SCHWBenjamin Budish4.6★ · 54% success · +8.5% excess returnBenjamin BudishBarclays
  • 4.6★
  • 54% success · 273 of 502 ratings were profitable
  • +8.5% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #984
  • 615 ratings on stock perps
Full track record →TipRanks data via FMP		price target lowered$125 → $118$92.60+27.4% Long-1.1%-2.8%Oct 7, 10:14
$RCLBrandt Montour3.9★ · 50% success · +3.9% excess returnBrandt MontourBarclays
  • 3.9★
  • 50% success · 245 of 494 ratings were profitable
  • +3.9% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #2,730
  • 334 ratings on stock perps
Full track record →TipRanks data via FMP		price target lowered$340 → $337$289+16.7% LongpendingpendingOct 7, 10:11
$HOODBenjamin Budish4.6★ · 54% success · +8.5% excess returnBenjamin BudishBarclays
  • 4.6★
  • 54% success · 273 of 502 ratings were profitable
  • +8.5% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #984
  • 615 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$105 → $132$98.50+34% Long-0.1%-1.3%Oct 7, 10:09
$PGRAlex Scott4.7★ · 60% success · +8.1% excess returnAlex ScottBarclays
  • 4.7★
  • 60% success · 275 of 456 ratings were profitable
  • +8.1% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #876
  • 127 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$246 → $247$217+13.9% Long+1.2%+1.4%Oct 7, 10:04
$PENGThomas O'Malley5★ · 63% success · +43.2% excess returnThomas O'MalleyBarclays
  • 5★
  • 63% success · 314 of 495 ratings were profitable
  • +43.2% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #35
  • 574 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$40.00 → $60.00$56.82+5.6% Long+0.3%+5.1%Oct 7, 10:03
$NFLXKannan Venkateshwar4.6★ · 58% success · +9.2% excess returnKannan VenkateshwarBarclays
  • 4.6★
  • 58% success · 188 of 324 ratings were profitable
  • +9.2% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #1,095
  • 312 ratings on stock perps
Full track record →TipRanks data via FMP		price target lowered$80.00 → $70.00$70.47-0.7% Short-0.1%+1.6%Oct 7, 09:55
$IBKRBenjamin Budish4.6★ · 54% success · +8.5% excess returnBenjamin BudishBarclays
  • 4.6★
  • 54% success · 273 of 502 ratings were profitable
  • +8.5% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #984
  • 615 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$114 → $115$82.43+39.5% Long-0.9%-3.3%Oct 7, 09:50
$ILMNLuke Sergott4.7★ · 51% success · +12.7% excess returnLuke SergottBarclays
  • 4.7★
  • 51% success · 248 of 489 ratings were profitable
  • +12.7% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #632
  • 124 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$160 → $200$266-24.9% Short-0.1%-3.3%Oct 7, 09:49
$ELVAndrew Mok CFA0.4★ · 52% success · -3.8% excess returnAndrew Mok CFABarclays
  • 0.4★
  • 52% success · 170 of 325 ratings were profitable
  • -3.8% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #11,601
  • 212 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$457 → $469$400+17.2% LongpendingpendingOct 7, 09:47
$CMEBenjamin Budishprice target raised$270 → $281$292-3.7% Short0%-1.6%Oct 7, 09:45
$LNGTheresa Chen5★ · 74% success · +18.6% excess returnTheresa ChenBarclays
  • 5★
  • 74% success · 362 of 489 ratings were profitable
  • +18.6% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #37
  • 154 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$279 → $287$275+4.3% LongpendingpendingOct 7, 09:44
$BLKBenjamin Budish4.6★ · 54% success · +8.5% excess returnBenjamin BudishBarclays
  • 4.6★
  • 54% success · 273 of 502 ratings were profitable
  • +8.5% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #984
  • 615 ratings on stock perps
Full track record →TipRanks data via FMP		price target lowered$1,450 → $1,420$1,133+25.3% Long0%-0.7%Oct 7, 09:41
$AONAlex Scott4.7★ · 60% success · +8.1% excess returnAlex ScottBarclays
  • 4.7★
  • 60% success · 275 of 456 ratings were profitable
  • +8.1% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #876
  • 127 ratings on stock perps
Full track record →TipRanks data via FMP		price target lowered$382 → $317$293+8.3% Long-0.2%-1.5%Oct 7, 09:40
$TWSTLuke Sergott4.7★ · 51% success · +12.7% excess returnLuke SergottBarclays
  • 4.7★
  • 51% success · 248 of 489 ratings were profitable
  • +12.7% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #632
  • 124 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised⚠$112 → $215$132+63.1% Long-0.5%-6.3%Oct 7, 07:57
$DHRLuke Sergott4.7★ · 51% success · +12.7% excess returnLuke SergottBarclays
  • 4.7★
  • 51% success · 248 of 489 ratings were profitable
  • +12.7% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #632
  • 124 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$230 → $255$230+10.8% Long+0.4%+1.1%Oct 7, 07:57
$COINBenjamin Budish4.6★ · 54% success · +8.5% excess returnBenjamin BudishBarclays
  • 4.6★
  • 54% success · 273 of 502 ratings were profitable
  • +8.5% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #984
  • 615 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$95.00 → $149$173-13.9% Short-0.2%-2.3%Oct 7, 07:49
$SYKChristopher Pasquale4.3★ · 60% success · +9.7% excess returnChristopher PasqualeBarclays
  • 4.3★
  • 60% success · 82 of 136 ratings were profitable
  • +9.7% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #1,858
  • 8 ratings on stock perps
TipRanks data via FMP		coverage initiated at Overweight$375$293+27.8% Long0%-0.4%Oct 6, 20:27
$MDTMatt Miksic3.7★ · 53% success · +2.9% excess returnMatt MiksicBarclays
  • 3.7★
  • 53% success · 252 of 477 ratings were profitable
  • +2.9% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #3,203
  • 164 ratings on stock perps
Full track record →TipRanks data via FMP		coverage initiated at Positive$120 → $95.00$94.960% Long+0.7%-1.2%Oct 6, 20:26
$ISRGChristopher Pasquale4.3★ · 60% success · +9.7% excess returnChristopher PasqualeBarclays
  • 4.3★
  • 60% success · 82 of 136 ratings were profitable
  • +9.7% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #1,858
  • 8 ratings on stock perps
TipRanks data via FMP		coverage initiated at Overweight$485$426+13.9% Long0%+2.4%Oct 6, 20:26
$DXCMChristopher Pasquale4.3★ · 60% success · +9.7% excess returnChristopher PasqualeBarclays
  • 4.3★
  • 60% success · 82 of 136 ratings were profitable
  • +9.7% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #1,858
  • 8 ratings on stock perps
TipRanks data via FMP		coverage initiated at Overweight$115$83.39+37.9% LongpendingpendingOct 6, 20:25
$BSXChristopher Pasquale4.3★ · 60% success · +9.7% excess returnChristopher PasqualeBarclays
  • 4.3★
  • 60% success · 82 of 136 ratings were profitable
  • +9.7% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #1,858
  • 8 ratings on stock perps
TipRanks data via FMP		coverage initiated at Positive$85.00 → $48.00$44.39+8.1% Long0%-0.8%Oct 6, 20:25
$BSXChristopher Pasquale4.3★ · 60% success · +9.7% excess returnChristopher PasqualeBarclays
  • 4.3★
  • 60% success · 82 of 136 ratings were profitable
  • +9.7% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #1,858
  • 8 ratings on stock perps
TipRanks data via FMP		coverage initiated at Underweight$85.00 → $48.00$44.39+8.1% Long0%-0.8%Oct 6, 20:24
$ABT–⚠coverage initiated at Overweight$120$105+14.8% Long+0.1%+0.3%Oct 6, 20:22
$ENPHChristine Cho CFA0.5★ · 42% success · -2.5% excess returnChristine Cho CFABarclays
  • 0.5★
  • 42% success · 173 of 411 ratings were profitable
  • -2.5% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #11,371
  • 170 ratings on stock perps
Full track record →TipRanks data via FMP		price target lowered$50.00 → $44.00$31.06+41.7% Long+0.5%-1.1%Oct 6, 13:17
$VLOTheresa Chen5★ · 74% success · +18.6% excess returnTheresa ChenBarclays
  • 5★
  • 74% success · 362 of 489 ratings were profitable
  • +18.6% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #37
  • 154 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$323 → $441$444-0.7% Short-0.2%+0.4%Oct 6, 09:53
$HBM–price target raised–$27.26–pendingpendingOct 6, 09:50
$FCXRichard Garchitorena4.1★ · 63% success · +8.4% excess returnRichard GarchitorenaBarclays
  • 4.1★
  • 63% success · 67 of 106 ratings were profitable
  • +8.4% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #2,355
  • 19 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$82.00 → $83.00$69.51+19.4% Long+0.2%-2%Oct 6, 09:50
$CVNAJohn Babcock3.8★ · 47% success · +6.5% excess returnJohn BabcockBarclays
  • 3.8★
  • 47% success · 73 of 154 ratings were profitable
  • +6.5% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #2,996
  • 27 ratings on stock perps
Full track record →TipRanks data via FMP		price target lowered$93.00 → $80.00$58.61+36.5% Long+0.2%-1.4%Oct 6, 09:18
$JPMJason Goldberg4.9★ · 67% success · +14.3% excess returnJason GoldbergBarclays
  • 4.9★
  • 67% success · 336 of 501 ratings were profitable
  • +14.3% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #190
  • 480 ratings on stock perps
Full track record →TipRanks data via FMP		maintains Overweight$420$342+22.9% Long0%-0.2%Oct 6, 07:14
$MRVLThomas O'Malley5★ · 63% success · +43.2% excess returnThomas O'MalleyBarclays
  • 5★
  • 63% success · 314 of 495 ratings were profitable
  • +43.2% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #35
  • 574 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$275 → $320$228+40.2% Long-0.9%-3.6%Oct 6, 00:00
$TTE–price target raised–$84.42–+0.3%0%Oct 5, 16:11
$SHEL–price target raised–$106–+0.3%+1.4%Oct 5, 16:10
$NKEAdrienne Yih4★ · 48% success · +4.5% excess returnAdrienne YihBarclays
  • 4★
  • 48% success · 243 of 502 ratings were profitable
  • +4.5% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #2,481
  • 113 ratings on stock perps
Full track record →TipRanks data via FMP		price target lowered$48.00 → $37.00$37.26-0.7% Short-1.2%-2.2%Oct 5, 09:51
$COFTerry Ma1.6★ · 51% success · 0.0% excess returnTerry MaBarclays
  • 1.6★
  • 51% success · 142 of 280 ratings were profitable
  • 0.0% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #8,439
  • 175 ratings on stock perps
Full track record →TipRanks data via FMP		price target lowered$240 → $237$200+18.6% Long0%-0.6%Oct 5, 09:41
$AXPTerry Ma1.6★ · 51% success · 0.0% excess returnTerry MaBarclays
  • 1.6★
  • 51% success · 142 of 280 ratings were profitable
  • 0.0% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #8,439
  • 175 ratings on stock perps
Full track record →TipRanks data via FMP		price target lowered$364 → $342$315+8.7% Long+0.2%+0.6%Oct 5, 09:40
$ELLauren Lieberman4★ · 57% success · +3.5% excess returnLauren LiebermanBarclays
  • 4★
  • 57% success · 283 of 499 ratings were profitable
  • +3.5% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #2,475
  • 285 ratings on stock perps
Full track record →TipRanks data via FMP		upgrade to Overweight$97.00 → $108$105+3% Long+0.5%+0.7%Oct 5, 07:21
$BEChristine Cho CFA0.5★ · 42% success · -2.5% excess returnChristine Cho CFABarclays
  • 0.5★
  • 42% success · 173 of 411 ratings were profitable
  • -2.5% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #11,371
  • 170 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$276 → $308$221+39.5% Long-0.2%-2.3%Oct 1, 10:03
$SMMTEtzer Darout4.9★ · 55% success · +27.0% excess returnEtzer DaroutBarclays
  • 4.9★
  • 55% success · 257 of 468 ratings were profitable
  • +27.0% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #158
  • 81 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$18.00 → $20.00$14.55+37.5% Long-0.1%+0.2%Oct 1, 09:49
$PEPLauren Lieberman4★ · 57% success · +3.5% excess returnLauren LiebermanBarclays
  • 4★
  • 57% success · 283 of 499 ratings were profitable
  • +3.5% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #2,475
  • 285 ratings on stock perps
Full track record →TipRanks data via FMP		price target lowered$142 → $133$132+0.6% Long+0.1%-0.7%Oct 1, 09:47
$JBLTim Long4.9★ · 60% success · +18.4% excess returnTim LongBarclays
  • 4.9★
  • 60% success · 295 of 492 ratings were profitable
  • +18.4% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #222
  • 391 ratings on stock perps
Full track record →TipRanks data via FMP		price target lowered$426 → $378$278+36.2% Long+0.2%+4.6%Oct 1, 09:39
$HPETim Long4.9★ · 60% success · +18.4% excess returnTim LongBarclays
  • 4.9★
  • 60% success · 295 of 492 ratings were profitable
  • +18.4% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #222
  • 391 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$79.00 → $83.00$54.66+51.8% Long-0.1%+1.4%Oct 1, 09:38
$WMBTheresa Chen5★ · 74% success · +18.6% excess returnTheresa ChenBarclays
  • 5★
  • 74% success · 362 of 489 ratings were profitable
  • +18.6% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #37
  • 154 ratings on stock perps
Full track record →TipRanks data via FMP		rating maintained$75.00 → $82.00$70.63+16.1% LongpendingpendingOct 1, 07:46

Source headlines via TheFly/StreetInsider (FMP). Reaction = venue-median perp move after our detection — an observation, not investment advice.

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