PerpEquities

Analyst moves · Analyst house

BMO Capital analyst calls on stock perps

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

Moves on record80
Moves (30d)52
Stocks covered63
Measured outcomes67

Track record

BMO Capital across all its coverage (TipRanks), plus the measured move of stock perps after its calls.
12 months3 years
Ratings5,25713,231
Analysts6575
Buy / hold / sell3231 / 1944 / 827978 / 4991 / 262
Upgrades / downgrades / initiations99 / 81 / 280242 / 222 / 659
Price targets hit / missed1,185 / 3,902 (23%)4,950 / 7,900 (39%)
Avg. return after a rating (TipRanks)-6.2%+8.5%
Best / worst call+20,103.0% / -100.0%+20,103.0% / -100.0%

After buy calls: median 21-day move +1.5% · vs S&P 500 -0.6% (n = 2,082) · targets hit within a year 63% (n = 1,366)

After sell calls: median 21-day move -0.2% · vs S&P 500 -2.0% (n = 57)

Analysts at BMO Capital covering stock perps

  1. John Joyner3.6★ · 84% success · +10.9% excess return4 ratings on stock perps
  2. Kevin O'Halloran5★ · 74% success · +54.4% excess return33 ratings on stock perps
  3. Harsh Kumar5★ · 73% success · +46.4% excess return18 ratings on stock perps
  4. Ambrish Srivastava4.9★ · 73% success · +18.1% excess return49 ratings on stock perps
  5. Matt Murphy5★ · 72% success · +34.2% excess return87 ratings on stock perps
  6. Rufus Hone4.4★ · 69% success · +10.9% excess return74 ratings on stock perps
  7. Katja Jancic4.8★ · 68% success · +28.7% excess return15 ratings on stock perps
  8. Kelly Bania4.7★ · 68% success · +8.4% excess return73 ratings on stock perps
  9. Devin Dodge4.8★ · 68% success · +13.1% excess return20 ratings on stock perps
  10. Michael Zaremski4.6★ · 67% success · +9.7% excess return102 ratings on stock perps
  11. Sohrab Movahedi4.7★ · 66% success · +16.2% excess return16 ratings on stock perps
  12. Fadi Chamoun4.9★ · 65% success · +16.5% excess return93 ratings on stock perps

TipRanks data via FMP

BMO Capital analyst calls on stock perps

80 moves
StockAnalystActionTarget / pricevs. perp price1h after24h afterWhen
$TRVMichael Zaremskimaintains Market Perform$379$387-2.2% ShortpendingpendingOct 16, 13:57
$IBKRBrennan Hawken4.7★ · 57% success · +10.4% excess returnBrennan HawkenBMO Capital
  • 4.7★
  • 57% success · 213 of 377 ratings were profitable
  • +10.4% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #860
  • 108 ratings on stock perps
Full track record →TipRanks data via FMP		price target lowered$105 → $100$83.05+20.4% Long-0.2%-3.5%Oct 16, 13:49
$DTEJames Thalacker4.8★ · 61% success · +11.6% excess returnJames ThalackerBMO Capital
  • 4.8★
  • 61% success · 289 of 471 ratings were profitable
  • +11.6% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #467
  • 182 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$134 → $139$131+6.2% Long0%-0.1%Oct 16, 13:28
$NFLXBrian Pitz4.8★ · 61% success · +11.7% excess returnBrian PitzBMO Capital
  • 4.8★
  • 61% success · 252 of 415 ratings were profitable
  • +11.7% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #530
  • 312 ratings on stock perps
Full track record →TipRanks data via FMP		price target lowered$135 → $125$70.47+77.4% Long-0.6%-0.5%Oct 16, 09:32
$WDAYDaniel Jester3.7★ · 50% success · +4.3% excess returnDaniel JesterBMO Capital
  • 3.7★
  • 50% success · 132 of 262 ratings were profitable
  • +4.3% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #3,193
  • 140 ratings on stock perps
Full track record →TipRanks data via FMP		maintains Outperform$230$192+19.8% Long-0.4%-3%Oct 15, 13:17
$PGRMichael Zaremski4.6★ · 67% success · +9.7% excess returnMichael ZaremskiBMO Capital
  • 4.6★
  • 67% success · 147 of 221 ratings were profitable
  • +9.7% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #1,054
  • 102 ratings on stock perps
Full track record →TipRanks data via FMP		price target lowered$221 → $216$216-0.1% Short-0.8%-0.9%Oct 15, 12:29
$VAndrew Bauch1.6★ · 49% success · 0.0% excess returnAndrew BauchBMO Capital
  • 1.6★
  • 49% success · 80 of 164 ratings were profitable
  • 0.0% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #8,628
  • 124 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$405 → $425$404+5.1% Long+0.5%+1.6%Oct 15, 12:27
$MAAndrew Bauch1.6★ · 49% success · 0.0% excess returnAndrew BauchBMO Capital
  • 1.6★
  • 49% success · 80 of 164 ratings were profitable
  • 0.0% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #8,628
  • 124 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$630 → $665$611+8.9% Long+0.2%+1.2%Oct 15, 12:24
$DPZAndrew Strelzik3.5★ · 51% success · +2.4% excess returnAndrew StrelzikBMO Capital
  • 3.5★
  • 51% success · 222 of 437 ratings were profitable
  • +2.4% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #3,836
  • 138 ratings on stock perps
Full track record →TipRanks data via FMP		price target lowered$420 → $390$309+26.2% Long-1%+4.1%Oct 14, 13:07
$OXYPhillip Jungwirth4.7★ · 53% success · +10.7% excess returnPhillip JungwirthBMO Capital
  • 4.7★
  • 53% success · 230 of 436 ratings were profitable
  • +10.7% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #853
  • 101 ratings on stock perps
Full track record →TipRanks data via FMP		maintains Market Perform$65.00 → $68.00$62.47+8.9% Long-0.2%-1.6%Oct 14, 13:06
$NVOEvan Seigerman4.7★ · 56% success · +10.0% excess returnEvan SeigermanBMO Capital
  • 4.7★
  • 56% success · 281 of 498 ratings were profitable
  • +10.0% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #677
  • 583 ratings on stock perps
Full track record →TipRanks data via FMP		price target lowered$47.00 → $40.00$38.66+3.5% Long-0.2%-0.3%Oct 12, 12:46
$AMGNEvan Seigerman4.7★ · 56% success · +10.0% excess returnEvan SeigermanBMO Capital
  • 4.7★
  • 56% success · 281 of 498 ratings were profitable
  • +10.0% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #677
  • 583 ratings on stock perps
Full track record →TipRanks data via FMP		price target lowered$450 → $415$433-4.2% Short+0.2%+0.5%Oct 12, 12:44
$DALMichael Goldie0.6★ · 19% success · -8.0% excess returnMichael GoldieBMO Capital
  • 0.6★
  • 19% success · 5 of 27 ratings were profitable
  • -8.0% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #11,070
  • 26 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$100 → $105$75.38+39.3% Long-0.5%-2.6%Oct 12, 12:40
$BIIBEvan Seigerman4.7★ · 56% success · +10.0% excess returnEvan SeigermanBMO Capital
  • 4.7★
  • 56% success · 281 of 498 ratings were profitable
  • +10.0% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #677
  • 583 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$208 → $220$234-6.1% Short0%-0.9%Oct 12, 12:37
$OKTAKeith Bachman4.7★ · 54% success · +10.3% excess returnKeith BachmanBMO Capital
  • 4.7★
  • 54% success · 266 of 492 ratings were profitable
  • +10.3% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #737
  • 424 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$230 → $245$188+30.4% Long+0.9%+3.3%Oct 9, 12:13
$AXPAndrew Bauch1.6★ · 49% success · 0.0% excess returnAndrew BauchBMO Capital
  • 1.6★
  • 49% success · 80 of 164 ratings were profitable
  • 0.0% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #8,628
  • 124 ratings on stock perps
Full track record →TipRanks data via FMP		coverage initiated at Outperform$380$315+20.7% Long+0.4%+2.3%Oct 8, 20:07
$SAPKeith Bachman4.7★ · 54% success · +10.3% excess returnKeith BachmanBMO Capital
  • 4.7★
  • 54% success · 266 of 492 ratings were profitable
  • +10.3% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #737
  • 424 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$177 → $235$224+5.1% Long-1%+1.2%Oct 8, 12:36
$CRWDKeith Bachman4.7★ · 54% success · +10.3% excess returnKeith BachmanBMO Capital
  • 4.7★
  • 54% success · 266 of 492 ratings were profitable
  • +10.3% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #737
  • 424 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$235 → $295$228+29.4% Long+2%+1.2%Oct 8, 12:26
$LINJohn McNulty4.1★ · 52% success · +4.6% excess returnJohn McNultyBMO Capital
  • 4.1★
  • 52% success · 254 of 492 ratings were profitable
  • +4.6% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #2,212
  • 93 ratings on stock perps
Full track record →TipRanks data via FMP		maintains Outperform$546$499+9.4% Long+0.2%-0.6%Oct 8, 11:19
$VLOPhillip Jungwirth4.7★ · 53% success · +10.7% excess returnPhillip JungwirthBMO Capital
  • 4.7★
  • 53% success · 230 of 436 ratings were profitable
  • +10.7% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #853
  • 101 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$290 → $455$443+2.6% Long+0.2%+2.6%Oct 7, 13:05
$MRVLHarsh Kumar5★ · 73% success · +46.4% excess returnHarsh KumarBMO Capital
  • 5★
  • 73% success · 356 of 486 ratings were profitable
  • +46.4% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #7
  • 208 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised⚠$250 → $325$228+42.7% Long+1.8%-0.7%Oct 7, 12:07
$DVN–maintains Outperform$67.00$50.63+32.3% Long+0.2%+1.1%Oct 6, 13:38
$ALBJoel Jackson4.6★ · 58% success · +9.6% excess returnJoel JacksonBMO Capital
  • 4.6★
  • 58% success · 192 of 333 ratings were profitable
  • +9.6% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #1,026
  • 22 ratings on stock perps
Full track record →TipRanks data via FMP		price target lowered$200 → $175$97.20+80% Long+0.6%-0.2%Oct 6, 12:28
$VSTJames Thalacker4.8★ · 61% success · +11.6% excess returnJames ThalackerBMO Capital
  • 4.8★
  • 61% success · 289 of 471 ratings were profitable
  • +11.6% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #467
  • 182 ratings on stock perps
Full track record →TipRanks data via FMP		price target lowered$231 → $210$151+38.8% Long+2.2%+12%Oct 5, 12:00
$DTEJames Thalacker4.8★ · 61% success · +11.6% excess returnJames ThalackerBMO Capital
  • 4.8★
  • 61% success · 289 of 471 ratings were profitable
  • +11.6% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #467
  • 182 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$132 → $134$131+2.4% Long0%-0.6%Oct 5, 11:50
$EATAndrew Strelzikmaintains Market Perform$230$207+11.2% Long-0.6%-5%Oct 5, 09:20
$VRTDaniel DiCicco0.8★ · 34% success · -4.5% excess returnDaniel DiCiccoBMO Capital
  • 0.8★
  • 34% success · 11 of 32 ratings were profitable
  • -4.5% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #10,423
  • 23 ratings on stock perps
Full track record →TipRanks data via FMP		coverage initiated at Outperform$329$205+60.1% Long+0.3%+0.4%Oct 4, 22:32
$CEGJames Thalacker4.8★ · 61% success · +11.6% excess returnJames ThalackerBMO Capital
  • 4.8★
  • 61% success · 289 of 471 ratings were profitable
  • +11.6% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #467
  • 182 ratings on stock perps
Full track record →TipRanks data via FMP		price target lowered⚠$379 → $350$271+29.2% Long0%-0.6%Oct 2, 11:26
$ACNKeith Bachman4.7★ · 54% success · +10.3% excess returnKeith BachmanBMO Capital
  • 4.7★
  • 54% success · 266 of 492 ratings were profitable
  • +10.3% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #737
  • 424 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$200 → $235$229+2.7% Long-4.9%-5.4%Oct 2, 11:16
$NKEKelly Crago2.5★ · 53% success · +2.7% excess returnKelly CragoBMO Capital
  • 2.5★
  • 53% success · 18 of 34 ratings were profitable
  • +2.7% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #6,234
  • 2 ratings on stock perps
TipRanks data via FMP		price target lowered$25.00$37.32-33% Short-0.2%+6.5%Oct 2, 09:06
$LLYEvan Seigerman4.7★ · 56% success · +10.0% excess returnEvan SeigermanBMO Capital
  • 4.7★
  • 56% success · 281 of 498 ratings were profitable
  • +10.0% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #677
  • 583 ratings on stock perps
Full track record →TipRanks data via FMP		maintains Outperform$1,400$1,257+11.3% Long+1%-0.3%Oct 1, 13:47
$REGNEvan Seigerman4.7★ · 56% success · +10.0% excess returnEvan SeigermanBMO Capital
  • 4.7★
  • 56% success · 281 of 498 ratings were profitable
  • +10.0% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #677
  • 583 ratings on stock perps
Full track record →TipRanks data via FMP		maintains Outperform$800 → $920$787+16.9% Long+1.1%-0.1%Oct 1, 13:45
$MUHarsh Kumar5★ · 73% success · +46.4% excess returnHarsh KumarBMO Capital
  • 5★
  • 73% success · 356 of 486 ratings were profitable
  • +46.4% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #7
  • 208 ratings on stock perps
Full track record →TipRanks data via FMP		maintains Outperform$1,300$876+48.4% Long-0.8%+2.1%Oct 1, 07:09
$MDBKeith Bachman4.7★ · 54% success · +10.3% excess returnKeith BachmanBMO Capital
  • 4.7★
  • 54% success · 266 of 492 ratings were profitable
  • +10.3% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #737
  • 424 ratings on stock perps
Full track record →TipRanks data via FMP		price target lowered$450 → $420$338+24.4% Long+6.9%+4.5%Sep 30, 11:19
$NVOEvan Seigerman4.7★ · 56% success · +10.0% excess returnEvan SeigermanBMO Capital
  • 4.7★
  • 56% success · 281 of 498 ratings were profitable
  • +10.0% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #677
  • 583 ratings on stock perps
Full track record →TipRanks data via FMP		maintains Market Perform$47.00$38.66+21.6% Long-0.5%-0.3%Sep 29, 13:35
$SHW–maintains Outperform–$328–pendingpendingSep 28, 13:32
$JBLUMichael Goldie0.6★ · 19% success · -8.0% excess returnMichael GoldieBMO Capital
  • 0.6★
  • 19% success · 5 of 27 ratings were profitable
  • -8.0% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #11,070
  • 26 ratings on stock perps
Full track record →TipRanks data via FMP		price target lowered$6.75 → $5.25$4.40+19.3% LongpendingpendingSep 28, 11:21
$AALMichael Goldie0.6★ · 19% success · -8.0% excess returnMichael GoldieBMO Capital
  • 0.6★
  • 19% success · 5 of 27 ratings were profitable
  • -8.0% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #11,070
  • 26 ratings on stock perps
Full track record →TipRanks data via FMP		price target lowered$19.00 → $15.50$11.95+29.7% Long-0.7%+1%Sep 28, 11:19
$DALMichael Goldie0.6★ · 19% success · -8.0% excess returnMichael GoldieBMO Capital
  • 0.6★
  • 19% success · 5 of 27 ratings were profitable
  • -8.0% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #11,070
  • 26 ratings on stock perps
Full track record →TipRanks data via FMP		price target lowered$105 → $100$75.38+32.7% Long0%+1.9%Sep 28, 11:18
$COSTKelly Bania4.7★ · 68% success · +8.4% excess returnKelly BaniaBMO Capital
  • 4.7★
  • 68% success · 233 of 343 ratings were profitable
  • +8.4% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #700
  • 73 ratings on stock perps
Full track record →TipRanks data via FMP		maintains Outperform$1,315$985+33.5% Long-0.5%+3.4%Sep 25, 11:32
$OKTAKeith Bachman4.7★ · 54% success · +10.3% excess returnKeith BachmanBMO Capital
  • 4.7★
  • 54% success · 266 of 492 ratings were profitable
  • +10.3% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #737
  • 424 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$187 → $230$188+22.4% Long-0.6%-5.4%Sep 25, 11:25
$PATHKeith Bachman4.7★ · 54% success · +10.3% excess returnKeith BachmanBMO Capital
  • 4.7★
  • 54% success · 266 of 492 ratings were profitable
  • +10.3% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #737
  • 424 ratings on stock perps
Full track record →TipRanks data via FMP		price target lowered$18.00 → $15.00$12.83+16.9% Long+0.2%-2.7%Sep 24, 11:41
$MCDAndrew Strelzik3.5★ · 51% success · +2.4% excess returnAndrew StrelzikBMO Capital
  • 3.5★
  • 51% success · 222 of 437 ratings were profitable
  • +2.4% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #3,836
  • 138 ratings on stock perps
Full track record →TipRanks data via FMP		price target lowered$335 → $310$243+27.7% Long+0.2%+0.1%Sep 24, 09:05
$ACNKeith Bachman4.7★ · 54% success · +10.3% excess returnKeith BachmanBMO Capital
  • 4.7★
  • 54% success · 266 of 492 ratings were profitable
  • +10.3% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #737
  • 424 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$150 → $200$229-12.6% Short0%-1.1%Sep 23, 09:05
$HCASean Dodge0.3★ · 44% success · -3.8% excess returnSean DodgeBMO Capital
  • 0.3★
  • 44% success · 209 of 475 ratings were profitable
  • -3.8% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #11,880
  • 20 ratings on stock perps
Full track record →TipRanks data via FMP		coverage initiated at Outperform$495$458+8% LongpendingpendingSep 22, 20:49
$VRTXEvan Seigerman4.7★ · 56% success · +10.0% excess returnEvan SeigermanBMO Capital
  • 4.7★
  • 56% success · 281 of 498 ratings were profitable
  • +10.0% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #677
  • 583 ratings on stock perps
Full track record →TipRanks data via FMP		maintains Outperform$600$503+19.2% Long0%+0.3%Sep 22, 14:21
$NFLXBrian Pitz4.8★ · 61% success · +11.7% excess returnBrian PitzBMO Capital
  • 4.8★
  • 61% success · 252 of 415 ratings were profitable
  • +11.7% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #530
  • 312 ratings on stock perps
Full track record →TipRanks data via FMP		maintains Outperform$135$70.47+91.6% Long+0.1%-1.9%Sep 22, 09:15
$INTUDaniel Jester3.7★ · 50% success · +4.3% excess returnDaniel JesterBMO Capital
  • 3.7★
  • 50% success · 132 of 262 ratings were profitable
  • +4.3% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #3,193
  • 140 ratings on stock perps
Full track record →TipRanks data via FMP		maintains Outperform$412$325+26.8% Long+0.8%-4%Sep 21, 13:58
$PGRMichael Zaremskimaintains Market Perform$205$216-5.2% ShortpendingpendingSep 21, 13:57
$HUBSKeith Bachman4.7★ · 54% success · +10.3% excess returnKeith BachmanBMO Capital
  • 4.7★
  • 54% success · 266 of 492 ratings were profitable
  • +10.3% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #737
  • 424 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$215 → $250$216+15.6% LongpendingpendingSep 21, 11:56

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

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