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 outcomes65
Track record
BMO Capital across all its coverage (TipRanks), plus the measured move of stock perps after its calls.| 12 months | 3 years | |
|---|---|---|
| Ratings | 5,257 | 13,231 |
| Analysts | 65 | 75 |
| Buy / hold / sell | 3231 / 1944 / 82 | 7978 / 4991 / 262 |
| Upgrades / downgrades / initiations | 99 / 81 / 280 | 242 / 222 / 659 |
| Price targets hit / missed | 1,185 / 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
- John Joyner3.6★ · 84% success · +10.9% excess return4 ratings on stock perps
- Kevin O'Halloran5★ · 74% success · +54.4% excess return33 ratings on stock perps
- Harsh Kumar5★ · 73% success · +46.4% excess return18 ratings on stock perps
- Ambrish Srivastava4.9★ · 73% success · +18.1% excess return49 ratings on stock perps
- Matt Murphy5★ · 72% success · +34.2% excess return87 ratings on stock perps
- Rufus Hone4.4★ · 69% success · +10.9% excess return74 ratings on stock perps
- Katja Jancic4.8★ · 68% success · +28.7% excess return15 ratings on stock perps
- Kelly Bania4.7★ · 68% success · +8.4% excess return73 ratings on stock perps
- Devin Dodge4.8★ · 68% success · +13.1% excess return20 ratings on stock perps
- Michael Zaremski4.6★ · 67% success · +9.7% excess return102 ratings on stock perps
- Sohrab Movahedi4.7★ · 66% success · +16.2% excess return16 ratings on stock perps
- 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| Stock | Analyst | Action | Target / price | vs. perp price | 1h after | 24h after | When |
|---|---|---|---|---|---|---|---|
 $MCD | Andrew Strelzik3.5★ · 51% success · +2.4% excess returnAndrew StrelzikBMO Capital
| maintains Outperform | $335$243 | +38.1% Long | +0.1% | -0.3% | Sep 21, 09:09 |
 $MTSI | Harsh Kumar5★ · 73% success · +46.4% excess returnHarsh KumarBMO Capital
| upgrade to Outperform | $115 → $335$260 | +29% Long | 0% | +2.3% | Sep 18, 07:08 |
 $FLNC | Ameet Thakkar1.2★ · 56% success · -0.8% excess returnAmeet ThakkarBMO Capital
| price target lowered | $14.00 → $7.00$5.90 | +18.7% Long | +6% | +7.9% | Sep 17, 11:42 |
 $PSX | Phillip Jungwirth4.7★ · 53% success · +10.7% excess returnPhillip JungwirthBMO Capital
| price target raised | $260 → $310$293 | +6% Long | pending | pending | Sep 17, 11:38 |
 $CRM | Keith Bachman4.7★ · 54% success · +10.3% excess returnKeith BachmanBMO Capital
| price target raised | $260 → $285$240 | +19% Long | -1.7% | -2.4% | Sep 17, 11:35 |
 $ORCL | Keith Bachman4.7★ · 54% success · +10.3% excess returnKeith BachmanBMO Capital
| price target lowered | $220 → $195$128 | +52% Long | -5.6% | -10.7% | Sep 11, 12:17 |
 $ADBE | Keith Bachman4.7★ · 54% success · +10.3% excess returnKeith BachmanBMO Capital
| price target raised | $230 → $270$247 | +9.3% Long | +1.9% | +4.8% | Sep 11, 12:05 |
 $LLY | Evan Seigerman | maintains Outperform | $1,400$1,257 | +11.4% Long | +0.6% | +0.7% | Sep 9, 12:11 |
 $AFRM | Andrew Bauch1.6★ · 49% success · 0.0% excess returnAndrew BauchBMO Capital
| maintains Outperform | $101$72.21 | +39.9% Long | -4.9% | -9.3% | Sep 9, 12:08 |
 $SYK | Vik Chopra2.3★ · 44% success · +1.0% excess returnVik ChopraBMO Capital
| price target lowered | $369 → $317$293 | +8% Long | pending | pending | Sep 9, 11:57 |
 $LULU | Analyst not disclosed | coverage initiated at Underperform | $70.00$96.85 | -27.7% Short | 0% | +1.5% | Sep 8, 20:24 |
 $NKE | Analyst not disclosed | coverage initiated at Underperform | $30.00$37.26 | -19.5% Short | +0.1% | -1.8% | Sep 8, 20:21 |
 $ANF | Analyst not disclosed | coverage initiated at Outperform | $170$151 | +12.3% Long | pending | pending | Sep 8, 20:21 |
 $AMGN | Evan Seigerman4.7★ · 56% success · +10.0% excess returnEvan SeigermanBMO Capital
| downgrade to Market Perform | $450$433 | +3.9% Long | +0.3% | -5.2% | Sep 8, 08:49 |
 $BNTX | Evan Seigerman4.7★ · 56% success · +10.0% excess returnEvan SeigermanBMO Capital
| downgrade to Market Perform | $128 → $105$87.79 | +19.6% Long | pending | pending | Sep 8, 08:36 |
 $PATH | Keith Bachman4.7★ · 54% success · +10.3% excess returnKeith BachmanBMO Capital
| price target raised | $13.00 → $18.00$12.82 | +40.4% Long | pending | pending | Sep 4, 11:41 |
 $IOT | Daniel Jester3.7★ · 50% success · +4.3% excess returnDaniel JesterBMO Capital
| price target raised | $44.00 → $54.00$39.31 | +37.4% Long | -2.1% | pending | Sep 4, 11:38 |
 $ZS | Keith Bachman4.7★ · 54% success · +10.3% excess returnKeith BachmanBMO Capital
| price target raised | $178 → $200$206 | -2.8% Short | +1.4% | -1.8% | Sep 4, 09:10 |
 $UBER | Brian Pitz4.8★ · 61% success · +11.7% excess returnBrian PitzBMO Capital
| rating maintained | $119$70.17 | +69.6% Long | 0% | -0.5% | Sep 3, 13:39 |
 $CVX | Phillip Jungwirth4.7★ · 53% success · +10.7% excess returnPhillip JungwirthBMO Capital
| price target raised | $210 → $235$227 | +3.5% Long | +0.7% | -6.2% | Sep 3, 11:42 |
 $AVGO | Harsh Kumar5★ · 73% success · +46.4% excess returnHarsh KumarBMO Capital
| price target raised | $455 → $575$331 | +74% Long | +0.6% | +1.5% | Sep 3, 11:40 |
| $LLY | Evan Seigerman⚠ | upgrade to Buy | $1,400$1,257 | +11.4% Long | -0.1% | +0.2% | Sep 1, 13:14 |
 $SLB | Phillip Jungwirth4.7★ · 53% success · +10.7% excess returnPhillip JungwirthBMO Capital
| maintains Outperform | $63.00 → $62.00$49.50 | +25.3% Long | -1.3% | -3.3% | Sep 1, 13:12 |
| $UBER | Brian Pitz | maintains Outperform | $119$70.17 | +69.6% Long | +0.4% | +1.2% | Sep 1, 13:08 |
 $AON | Michael Zaremski4.6★ · 67% success · +9.7% excess returnMichael ZaremskiBMO Capital
| price target lowered | $375 → $360$293 | +23% Long | pending | pending | Sep 1, 11:35 |
 $WDAY | Daniel Jester3.7★ · 50% success · +4.3% excess returnDaniel JesterBMO Capital
| price target raised | $182 → $230$192 | +19.9% Long | +4.6% | +5.6% | Aug 28, 12:19 |
 $RBRK | Keith Bachman4.7★ · 54% success · +10.3% excess returnKeith BachmanBMO Capital
| price target raised | $98.00 → $115$112 | +2.5% Long | -5.4% | -8.1% | Aug 28, 12:15 |
 $ADSK | Daniel Jester3.7★ · 50% success · +4.3% excess returnDaniel JesterBMO Capital
| price target raised | $262 → $283$242 | +17.2% Long | -0.6% | +1.8% | Aug 28, 12:07 |
 $CRWD | Keith Bachman4.7★ · 54% success · +10.3% excess returnKeith BachmanBMO Capital
| price target raised | $186 → $235$228 | +3.1% Long | +0.3% | +10.3% | Aug 27, 11:26 |
 $OKTA | Keith Bachman4.7★ · 54% success · +10.3% excess returnKeith BachmanBMO Capital
| price target raised | $168 → $187$188 | -0.6% Short | +3.1% | +9% | Aug 27, 09:14 |
Source headlines via TheFly/StreetInsider (FMP). Reaction = venue-median perp move after our detection — an observation, not investment advice.