PerpEquities

Analyst moves · Analyst house

H.C. Wainwright analyst calls on stock perps

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

Moves on record16
Moves (30d)9
Stocks covered12
Measured outcomes13

Track record

H.C. Wainwright across all its coverage (TipRanks), plus the measured move of stock perps after its calls.
12 months3 years
Ratings4,59911,935
Analysts2629
Buy / hold / sell4357 / 221 / 2111119 / 769 / 47
Upgrades / downgrades / initiations23 / 50 / 9453 / 122 / 368
Price targets hit / missed293 / 4,165 (7%)1,497 / 9,914 (13%)
Avg. return after a rating (TipRanks)-53.6%-17.4%
Best / worst call+1,264.0% / -99.8%+46,331.4% / -100.0%

After buy calls: median 21-day move +0.2% · vs S&P 500 -1.5% (n = 882) · targets hit within a year 55% (n = 596)

Analysts at H.C. Wainwright covering stock perps

  1. Douglas Tsao4.9★ · 52% success · +20.5% excess return44 ratings on stock perps
  2. Mike Colonnese5★ · 52% success · +54.7% excess return217 ratings on stock perps
  3. Andrew Fein4.9★ · 50% success · +21.2% excess return57 ratings on stock perps
  4. Patrick Trucchio4.9★ · 47% success · +27.6% excess return103 ratings on stock perps
  5. Joseph Pantginis4.8★ · 46% success · +20.5% excess return90 ratings on stock perps
  6. Heiko Ihle4.9★ · 45% success · +31.7% excess return61 ratings on stock perps
  7. Robert Burns4.8★ · 43% success · +18.1% excess return87 ratings on stock perps
  8. Swayampakula Ramakanth4.8★ · 42% success · +16.8% excess return14 ratings on stock perps
  9. Matthew Caufield4.2★ · 40% success · +8.7% excess return20 ratings on stock perps
  10. Yi Chen0.4★ · 40% success · -2.7% excess return12 ratings on stock perps
  11. Ananda Ghosh3.3★ · 37% success · +4.7% excess return1 ratings on stock perps
  12. Mitchell Kapoor4★ · 36% success · +5.9% excess return43 ratings on stock perps

TipRanks data via FMP

H.C. Wainwright analyst calls on stock perps

16 moves
StockAnalystActionTarget / pricevs. perp price1h after24h afterWhen
$TEMYi Chen0.4★ · 40% success · -2.7% excess returnYi ChenH.C. Wainwright
  • 0.4★
  • 40% success · 200 of 496 ratings were profitable
  • -2.7% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #11,598
  • 12 ratings on stock perps
Full track record →TipRanks data via FMP
price target raised$66.00 → $68.00$67.00+1.5% Long+0.6%pendingOct 26, 10:24
$ARWRPatrick Trucchio4.9★ · 47% success · +27.6% excess returnPatrick TrucchioH.C. Wainwright
  • 4.9★
  • 47% success · 234 of 499 ratings were profitable
  • +27.6% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #218
  • 103 ratings on stock perps
Full track record →TipRanks data via FMP
maintains Buy$120$58.36+105.6% Long+0.5%+0.7%Oct 15, 10:59
$SMMTMitchell Kapoor4★ · 36% success · +5.9% excess returnMitchell KapoorH.C. Wainwright
  • 4★
  • 36% success · 180 of 500 ratings were profitable
  • +5.9% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #2,518
  • 43 ratings on stock perps
Full track record →TipRanks data via FMP
maintains Buy–$14.67–-0.5%+2.1%Oct 15, 10:56
$KODMatthew Caufield4.2★ · 40% success · +8.7% excess returnMatthew CaufieldH.C. Wainwright
  • 4.2★
  • 40% success · 127 of 315 ratings were profitable
  • +8.7% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #1,908
  • 20 ratings on stock perps
Full track record →TipRanks data via FMP
price target raised$96.00 → $126$90.70+38.9% Long-0.9%-1.6%Oct 12, 10:50
$BTDRMike Colonnese5★ · 52% success · +54.7% excess returnMike ColonneseH.C. Wainwright
  • 5★
  • 52% success · 116 of 224 ratings were profitable
  • +54.7% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #121
  • 217 ratings on stock perps
Full track record →TipRanks data via FMP
maintains Buy$25.00$7.27+243.9% Long+1.4%+2.1%Oct 2, 10:55
$PLUGAmit Dayal3.3★ · 30% success · +3.1% excess returnAmit DayalH.C. Wainwright
  • 3.3★
  • 30% success · 149 of 493 ratings were profitable
  • +3.1% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #4,168
  • 97 ratings on stock perps
Full track record →TipRanks data via FMP
maintains Buy$7.00$1.38–pendingpendingSep 30, 11:17
$SMMTMitchell Kapoor4★ · 36% success · +5.9% excess returnMitchell KapoorH.C. Wainwright
  • 4★
  • 36% success · 180 of 500 ratings were profitable
  • +5.9% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #2,518
  • 43 ratings on stock perps
Full track record →TipRanks data via FMP
maintains Neutral–$14.67–+0.8%+4.6%Sep 30, 11:10
$IOVAJoseph Pantginis4.8★ · 46% success · +20.5% excess returnJoseph PantginisH.C. Wainwright
  • 4.8★
  • 46% success · 227 of 496 ratings were profitable
  • +20.5% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #387
  • 90 ratings on stock perps
Full track record →TipRanks data via FMP
price target raised$9.00 → $20.00$13.82+44.7% Long+3.1%+6.6%Sep 29, 14:25
$KODMatthew Caufield4.2★ · 40% success · +8.7% excess returnMatthew CaufieldH.C. Wainwright
  • 4.2★
  • 40% success · 127 of 315 ratings were profitable
  • +8.7% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #1,908
  • 20 ratings on stock perps
Full track record →TipRanks data via FMP
price target raised$58.00 → $96.00$90.70+5.8% Long+2.1%-0.5%Sep 28, 15:50
$CIFRMike Colonnese5★ · 52% success · +54.7% excess returnMike ColonneseH.C. Wainwright
  • 5★
  • 52% success · 116 of 224 ratings were profitable
  • +54.7% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #121
  • 217 ratings on stock perps
Full track record →TipRanks data via FMP
maintains Buy$30.00$8.02+274.2% Long-0.3%+1.2%Sep 25, 16:05
$VRTXAndrew Fein4.9★ · 50% success · +21.2% excess returnAndrew FeinH.C. Wainwright
  • 4.9★
  • 50% success · 248 of 492 ratings were profitable
  • +21.2% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #308
  • 57 ratings on stock perps
Full track record →TipRanks data via FMP
maintains Buy$641$515+24.4% Long0%0%Sep 22, 14:21
$MARAMike Colonnese5★ · 52% success · +54.7% excess returnMike ColonneseH.C. Wainwright
  • 5★
  • 52% success · 116 of 224 ratings were profitable
  • +54.7% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #121
  • 217 ratings on stock perps
Full track record →TipRanks data via FMP
coverage initiated at Buy$20.00$7.02+184.9% Long+2%+4.3%Sep 11, 10:05
$TEMYi Chen0.4★ · 40% success · -2.7% excess returnYi ChenH.C. Wainwright
  • 0.4★
  • 40% success · 200 of 496 ratings were profitable
  • -2.7% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #11,598
  • 12 ratings on stock perps
Full track record →TipRanks data via FMP
price target raised$56.00 → $66.00$67.00-1.5% Short0%-0.5%Sep 11, 10:03
$SMMTMitchell Kapoor4★ · 36% success · +5.9% excess returnMitchell KapoorH.C. Wainwright
  • 4★
  • 36% success · 180 of 500 ratings were profitable
  • +5.9% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #2,518
  • 43 ratings on stock perps
Full track record →TipRanks data via FMP
maintains Neutral–$14.67–+3.8%+9.3%Sep 3, 10:57
$UUUUHeiko Ihle4.9★ · 45% success · +31.7% excess returnHeiko IhleH.C. Wainwright
  • 4.9★
  • 45% success · 219 of 485 ratings were profitable
  • +31.7% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #186
  • 61 ratings on stock perps
Full track record →TipRanks data via FMP
price target raised$29.00 → $29.25$7.60+284.9% LongpendingpendingSep 1, 10:05
$IRENMike Colonnese5★ · 52% success · +54.7% excess returnMike ColonneseH.C. Wainwright
  • 5★
  • 52% success · 116 of 224 ratings were profitable
  • +54.7% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #121
  • 217 ratings on stock perps
Full track record →TipRanks data via FMP
maintains Buy$90.00$26.22+243.2% Long-0.5%-6.5%Aug 28, 10:01

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

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