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 |
|---|---|---|---|---|---|---|---|
 $SNOW | Kirk Materne⚠ | price target raised | $360 → $430$306 | +40.7% Long | -0.3% | -7.2% | Sep 3, 12:10 |
 $HPE | Amit Daryanani5★ · 71% success · +37.9% excess returnAmit DaryananiEvercore ISI
| price target lowered | $70.00 → $65.00$54.70 | +18.8% Long | +0.3% | +10.5% | Sep 3, 12:05 |
 $AVGO | Mark Lipacis5★ · 67% success · +37.8% excess returnMark LipacisEvercore ISI
| price target lowered | $582 → $578$331 | +74.9% Long | -3.7% | +0.4% | Sep 3, 11:43 |
 $DE | David Raso4.3★ · 63% success · +11.7% excess returnDavid RasoEvercore ISI
| upgrade to Outperform | $458 → $813$643 | +26.5% Long | +0.6% | -0.3% | Sep 2, 19:26 |
 $DELL | Amit Daryanani5★ · 71% success · +37.9% excess returnAmit DaryananiEvercore ISI
| price target raised | $550 → $575$457 | +25.7% Long | +2.5% | +14.5% | Sep 2, 12:04 |
 $CRDO | Mark Lipacis5★ · 67% success · +37.8% excess returnMark LipacisEvercore ISI
| price target lowered | $325 → $292$169 | +72.8% Long | -1.4% | -2.6% | Sep 2, 12:04 |
 $AON | David Motemaden | price target lowered | $436 → $423$293 | +44.5% Long | pending | pending | Sep 2, 12:03 |
 $APP | Robert Coolbrith1.2★ · 49% success · -1.2% excess returnRobert CoolbrithEvercore ISI
| price target lowered | $630 → $510$266 | +92% Long | -0.5% | +0.2% | Sep 1, 09:58 |
 $DUOL | Mark Mahaney4.8★ · 59% success · +14.1% excess returnMark MahaneyEvercore ISI
| upgrade to Outperform | $105 → $210$148 | +41.5% Long | pending | pending | Aug 31, 20:30 |
 $RCAT | Amit Daryanani5★ · 71% success · +37.9% excess returnAmit DaryananiEvercore ISI
| coverage initiated at Outperform | $15.00$8.66 | +73.2% Long | +0.4% | -1.9% | Aug 31, 11:30 |
 $PANW | Peter Levine4.7★ · 58% success · +18.7% excess returnPeter LevineEvercore ISI
| maintains Outperform | $320 → $415$343 | +20.9% Long | 0% | +2.3% | Aug 31, 09:15 |
 $LITE | Amit Daryanani5★ · 71% success · +37.9% excess returnAmit DaryananiEvercore ISI
| coverage initiated at Outperform | $1,100$822 | +33.8% Long | +0.2% | +2.5% | Aug 31, 06:07 |
 $AMZN | Mark Mahaney4.8★ · 59% success · +14.1% excess returnMark MahaneyEvercore ISI
| price target raised | $315 → $355$250 | +42.2% Long | -0.2% | +3.3% | Aug 28, 07:36 |
 $OKTA | Peter Levine4.7★ · 58% success · +18.7% excess returnPeter LevineEvercore ISI
| price target raised | $130 → $185$188 | -1.7% Short | +3.1% | +9% | Aug 27, 11:50 |
 $NVDA | Mark Lipacis5★ · 67% success · +37.8% excess returnMark LipacisEvercore ISI
| price target raised | $413 → $465$215 | +116.6% Long | +0.2% | +2.1% | Aug 27, 11:50 |
 $CRWD | Peter Levine4.7★ · 58% success · +18.7% excess returnPeter LevineEvercore ISI
| price target raised | $205 → $210$228 | -7.9% Short | +8.8% | +10% | Aug 27, 11:48 |
 $CRM | Kirk Materne4.6★ · 58% success · +8.5% excess returnKirk MaterneEvercore ISI
| price target raised | $250 → $290$240 | +21.1% Long | -0.6% | +9.7% | Aug 27, 11:48 |
Source headlines via TheFly/StreetInsider (FMP). Reaction = venue-median perp move after our detection — an observation, not investment advice.