Analyst moves · Analyst house

Evercore ISI analyst calls on stock perps

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

Moves on record67

Moves (30d)37

Stocks covered58

Measured outcomes56

Track record

Evercore ISI across all its coverage (TipRanks), plus the measured move of stock perps after its calls.

	12 months	3 years
Ratings	4,694	11,395
Analysts	51	61
Buy / hold / sell	2920 / 1691 / 83	7018 / 4172 / 205
Upgrades / downgrades / initiations	84 / 74 / 113	213 / 215 / 321
Price targets hit / missed	1,153 / 3,428 (25%)	4,171 / 7,027 (37%)
Avg. return after a rating (TipRanks)	-8.7%	+4.4%
Best / worst call	+703.6% / -96.5%	+4,019.5% / -100.0%

After buy calls: median 21-day move +1.2% · vs S&P 500 -0.5% (n = 3,389) · targets hit within a year 66% (n = 2,182)

After sell calls: median 21-day move -1.6% · vs S&P 500 -3.6% (n = 23)

Analysts at Evercore ISI covering stock perps

Joe McCormack3.4★ · 100% success · +100.1% excess return4 ratings on stock perps
Chris Baker4.7★ · 77% success · +42.5% excess return10 ratings on stock perps
Sheriq Sumar3.7★ · 74% success · +16.9% excess return2 ratings on stock perps
Vedvati Shrotre4.9★ · 73% success · +42.9% excess return35 ratings on stock perps
Amit Daryanani5★ · 71% success · +37.9% excess return667 ratings on stock perps
Greg Gordon3.4★ · 70% success · +5.0% excess return3 ratings on stock perps
Durgesh Chopra4.7★ · 68% success · +13.1% excess return48 ratings on stock perps
Mark Lipacis5★ · 67% success · +37.8% excess return300 ratings on stock perps
Jonathan Chappell5★ · 67% success · +20.2% excess return87 ratings on stock perps
Adam Frisch3.2★ · 67% success · +6.2% excess return95 ratings on stock perps
David Motemaden4.2★ · 63% success · +6.3% excess return152 ratings on stock perps
David Raso4.3★ · 63% success · +11.7% excess return40 ratings on stock perps

TipRanks data via FMP

Evercore ISI analyst calls on stock perps

67 moves

Stock	Analyst	Action	Target / price	vs. perp price	1h after	24h after	When
$SCHW	Benjamin Rubin1.1★ · 0% success · -11.1% excess return	maintains Underperform	$107 → $104$92.60	+12.3% Long	+0.3%	+0.9%	Oct 15, 12:46
$BAC	Glenn Schorr4.4★ · 59% success · +7.3% excess return	price target lowered	$62.00 → $57.00$51.82	+10% Long	+0.4%	+1.8%	Oct 15, 12:25
$AMAT	Mark Lipacis5★ · 67% success · +37.8% excess return	price target lowered	$700 → $590$407	+44.9% Long	+1.5%	0%	Oct 15, 12:21
$TGT	Greg Melich4.5★ · 60% success · +8.5% excess return	price target lowered	$170 → $165$153	+8.1% Long	-0.1%	-0.4%	Oct 13, 12:30
$NOW	Kirk Materne4.6★ · 58% success · +8.5% excess return	price target raised	$160 → $175$141	+23.7% Long	+1%	-1.5%	Oct 13, 12:29
$IBKR	Benjamin Rubin1.1★ · 0% success · -11.1% excess return	coverage initiated at Outperform	$100$82.39	+21.4% Long	+0.1%	-0.9%	Oct 12, 10:12
$HOOD	Adam Frisch3.2★ · 67% success · +6.2% excess return	coverage initiated at Outperform	$130$98.01	+32.6% Long	-0.5%	-1%	Oct 12, 09:05
$BLK	Glenn Schorr	price target lowered	$1,300 → $1,275$1,131	+12.7% Long	+0.8%	+1.6%	Oct 9, 12:11
$ANET	–	maintains Outperform	–$176	–	+0.1%	-2.3%	Oct 7, 16:36
$NTAP	Amit Daryanani5★ · 71% success · +37.9% excess return	upgrade to Outperform	$210 → $300$202	+48.8% Long	+0.6%	+0.4%	Oct 7, 10:04
$MRVL	Mark Lipacis5★ · 67% success · +37.8% excess return	price target raised	$275 → $433$226	+92% Long	0%	-0.8%	Oct 6, 19:47
$LOW	Greg Melich4.5★ · 60% success · +8.5% excess return	price target lowered	$220 → $190$181	+4.9% Long	pending	pending	Oct 6, 12:23
$PG	Robert Ottenstein4.1★ · 56% success · +4.3% excess return	upgrade to Outperform	$161 → $166$158	+5% Long	0%	+0.7%	Oct 6, 09:12
$PG	Robert Ottenstein4.1★ · 56% success · +4.3% excess return	upgrade to Outperform	$161 → $166$158	+5% Long	+0.2%	+0.9%	Oct 6, 09:04
$NKE	Michael Binetti4.2★ · 52% success · +5.1% excess return	price target lowered	$34.00 → $28.00$37.34	-25% Short	-0.3%	+3.2%	Oct 2, 12:02
$ACN	Amit Daryanani5★ · 71% success · +37.9% excess return	price target raised	$180 → $250$229	+9.4% Long	-1.6%	-7.5%	Oct 1, 16:44
$MS	Glenn Schorr4.4★ · 59% success · +7.3% excess return	price target lowered	$233 → $215$182	+18% Long	-1.4%	+0.8%	Oct 1, 11:51
$GS	Glenn Schorr4.4★ · 59% success · +7.3% excess return	price target lowered	$1,075 → $1,000$885	+12.9% Long	-0.1%	+2.5%	Oct 1, 11:50
$HPE	Amit Daryanani5★ · 71% success · +37.9% excess return	price target raised	$65.00 → $67.00$54.66	+22.6% Long	-4.9%	+1.9%	Oct 1, 11:46
$BNY	Glenn Schorr4.4★ · 59% success · +7.3% excess return	price target lowered	$158 → $150$145	+3.7% Long	pending	pending	Oct 1, 11:45
$BAC	Glenn Schorr4.4★ · 59% success · +7.3% excess return	price target lowered	$67.00 → $62.00$51.82	+19.6% Long	-1.7%	0%	Oct 1, 11:44
$PNC	John Pancari3★ · 51% success · +1.5% excess return	price target lowered	$285 → $265$222	+19.2% Long	pending	pending	Oct 1, 11:40
$COF	John Pancari3★ · 51% success · +1.5% excess return	price target lowered	$230 → $220$200	+9.9% Long	-0.8%	+0.7%	Oct 1, 11:39
$AXP	John Pancari3★ · 51% success · +1.5% excess return	price target lowered	$370 → $320$315	+1.7% Long	-0.9%	+0.4%	Oct 1, 11:38
$GEV	Alexander Virgo3★ · 53% success · +3.2% excess return	maintains Outperform	$1,350$919	+46.9% Long	+0.1%	+3.9%	Oct 1, 09:08
$PEP	Robert Ottenstein4.1★ · 56% success · +4.3% excess return	price target lowered	$150 → $135$132	+2.2% Long	-1%	-1.4%	Sep 30, 12:04
$SPOT	Mark Mahaney4.8★ · 59% success · +14.1% excess return	price target raised	$650 → $700$527	+32.9% Long	-0.2%	-0.5%	Sep 29, 11:51
$AKAM	Peter Levine4.7★ · 58% success · +18.7% excess return	maintains Outperform	$175$87.70	+99.5% Long	-1.1%	-3.4%	Sep 25, 09:12
$OKTA	Peter Levine4.7★ · 58% success · +18.7% excess return	price target raised	$185 → $240$187	+28.7% Long	-0.1%	-0.1%	Sep 24, 11:57
$MDB	Kirk Materne4.6★ · 58% success · +8.5% excess return	maintains Outperform	$525$337	+55.8% Long	-0.2%	-0.1%	Sep 24, 09:57
$MCD	David Palmer3.8★ · 55% success · +2.8% excess return	price target lowered	$320 → $300$243	+23.7% Long	-0.2%	-0.1%	Sep 24, 09:02
$COST	Greg Melich4.5★ · 60% success · +8.5% excess return	maintains Outperform	$1,100$984	+11.8% Long	+0.1%	+0.2%	Sep 22, 09:34
$WELL	James Kammert2.9★ · 49% success · +3.2% excess return	price target lowered	$260 → $256$229	+11.9% Long	pending	pending	Sep 21, 12:09
$SPG	Steve Sakwa2.9★ · 50% success · +1.1% excess return	price target lowered	$219 → $216$205	+5.2% Long	pending	pending	Sep 21, 12:06
$CIEN	Amit Daryanani5★ · 71% success · +37.9% excess return	upgrade to Outperform	$375 → $550$334	+64.5% Long	+1.6%	+0.7%	Sep 21, 10:00
$AAPL	Amit Daryanani	price target raised	$365 → $380$343	+10.7% Long	0%	-0.6%	Sep 18, 10:22
$INTU	Kirk Materne4.6★ · 58% success · +8.5% excess return	maintains Outperform	$400$325	+23.2% Long	-0.1%	-2.2%	Sep 18, 09:03
$GOOGL	Mark Mahaney4.8★ · 59% success · +14.1% excess return	price target raised	$420 → $450$339	+32.8% Long	+0.2%	+0.6%	Sep 16, 22:18
$AUR	Chris McNally2.8★ · 51% success · +1.9% excess return	maintains Outperform	$8.00$6.46	+23.8% Long	pending	pending	Sep 15, 10:34
$AAPL	Amit Daryanani5★ · 71% success · +37.9% excess return	maintains Outperform	$365$343	+6.3% Long	0%	-0.4%	Sep 14, 18:51
$SPG	Steve Sakwa2.9★ · 50% success · +1.1% excess return	price target lowered	$226 → $219$205	+6.9% Long	pending	pending	Sep 14, 11:42
$NFLX	Mark Mahaney4.8★ · 59% success · +14.1% excess return	price target raised	$100 → $110$70.47	+56.1% Long	-0.1%	+1.3%	Sep 14, 09:34
$ADBE	Kirk Materne4.6★ · 58% success · +8.5% excess return	price target raised	$225 → $250$246	+1.6% Long	+0.9%	+2.8%	Sep 11, 12:01
$OXY	Stephen Richardson4.8★ · 62% success · +12.8% excess return	price target raised	$65.00 → $70.00$62.45	+12.1% Long	+1.5%	+1.8%	Sep 11, 11:59
$ANET	Amit Daryanani	maintains Outperform	$250$176	+41.7% Long	-0.2%	-0.2%	Sep 10, 09:07
$DELL	Amit Daryanani5★ · 71% success · +37.9% excess return	price target raised	$575 → $650$450	+44.5% Long	-0.3%	-0.4%	Sep 9, 10:20
$FDX	–	price target raised	$350$314	+11.4% Long	pending	pending	Sep 9, 09:43
$TTD	Mark Mahaney4.8★ · 59% success · +14.1% excess return	price target raised	$13.00 → $14.00$12.17	+15.1% Long	-0.1%	-0.5%	Sep 8, 16:04
$IOT	Kirk Materne4.6★ · 58% success · +8.5% excess return	price target raised	$40.00 → $55.00$39.25	+40.1% Long	0%	pending	Sep 4, 10:02
$CIEN	Amit Daryanani5★ · 71% success · +37.9% excess return	price target lowered	$550 → $375$334	+12.2% Long	-0.1%	+1.4%	Sep 3, 19:19

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

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