Analyst moves · Analyst house
KBW analyst calls on stock perps
Every KBW rating change and price-target move on companies with stock perpetual futures, with the measured perp reaction after each call.
Moves on record
10
Moves (30d)
7
Stocks covered
8
Measured outcomes
4
Track record
KBW across all its coverage (TipRanks), plus the measured move of stock perps after its calls.| 12 months | 3 years | |
|---|---|---|
| Ratings | 2,685 | 8,313 |
| Analysts | 34 | 44 |
| Buy / hold / sell | 1,385 / 1,193 / 107 | 3,970 / 4,009 / 334 |
| Upgrades / downgrades / initiations | 67 / 86 / 61 | 212 / 202 / 120 |
| Price targets hit / missed | 728 / 1,928 (27%) | 3,754 / 4,480 (46%) |
| Avg. return after a rating (TipRanks) | -10.3% | +2.3% |
| Best / worst call | +233.5% / -99.2% | > +1,000% / -99.2% |
After buy calls: median 21-day move +1.4% · vs S&P 500 +0.1% (n = 738) · targets hit within a year 70% (n = 549)
After sell calls: median 21-day move +2.1% · vs S&P 500 -0.6% (n = 89)
Analysts at KBW covering stock perps
- Matthew Kelley3.5★ · 85% success · +16.8% excess return2 ratings on stock perps
- Wood Lay4.9★ · 83% success · +17.3% excess return1 rating on stock perps
- Damon Delmonte5★ · 81% success · +18.6% excess return2 ratings on stock perps
- David Konrad5★ · 80% success · +24.6% excess return137 ratings on stock perps
- Catherine Mealor4.9★ · 76% success · +14.4% excess return2 ratings on stock perps
- Meyer Shields5★ · 75% success · +14.2% excess return237 ratings on stock perps
- Sanjay Sakhrani5★ · 72% success · +16.2% excess return184 ratings on stock perps
- Bose George4.9★ · 71% success · +11.2% excess return56 ratings on stock perps
- Christopher Allen4.9★ · 70% success · +20.4% excess return195 ratings on stock perps
- Tim Switzer4.7★ · 69% success · +11.9% excess return35 ratings on stock perps
- Christopher Mcgratty4.9★ · 69% success · +12.4% excess return110 ratings on stock perps
- Kelly Motta4.3★ · 68% success · +11.5% excess return2 ratings on stock perps
TipRanks data
KBW analyst calls on stock perps
10 moves| Stock | Analyst | Action | Target / price | vs. perp price | 1h after | 24h after | When |
|---|---|---|---|---|---|---|---|
 $RKT | Bose George4.9★ · 71% success · +11.2% excess returnBose GeorgeKBW
| price target lowered | $17.00 → $16.00$14.49 | +10.4% Long | pending | pending | UTC |
 $ICE | Christopher Allen4.9★ · 70% success · +20.4% excess returnChristopher AllenKBW
| price target raised | $170 → $190$175 | +8.3% Long | +1% | -0.1% | UTC |
 $SOFI | Tim Switzer4.7★ · 69% success · +11.9% excess returnTim SwitzerKBW
| price target raised | $15.00 → $16.00$16.62 | -3.7% Short | pending | pending | UTC |
 $CME | Christopher Allen4.9★ · 70% success · +20.4% excess returnChristopher AllenKBW
| price target raised | $285 → $330$306 | +7.9% Long | +0.2% | +2.7% | UTC |
 $SCHW | Christopher Allen4.9★ · 70% success · +20.4% excess returnChristopher AllenKBW
| price target lowered | $125 → $115$94.11 | +22.2% Long | pending | pending | UTC |
 $BAC | Christopher Mcgratty4.9★ · 69% success · +12.4% excess returnChristopher McgrattyKBW
| price target lowered | $70.00 → $65.00$50.85 | +27.8% Long | pending | pending | UTC |
 $WFC | Christopher Mcgratty4.9★ · 69% success · +12.4% excess returnChristopher McgrattyKBW
| price target lowered | $94.00 → $90.00$85.86 | +4.8% Long | -1.4% | +2.2% | UTC |
| $SOFI | Tim Switzer4.7★ · 69% success · +11.9% excess returnTim SwitzerKBW
| price target lowered | $16.00 → $15.00$16.62 | -9.7% Short | pending | pending | UTC |
| $RKT | Bose George4.9★ · 71% success · +11.2% excess returnBose GeorgeKBW
| price target lowered | $19.00 → $17.00$14.49 | +17.3% Long | +2.8% | +2.2% | UTC |
 $COIN | Tim Switzer4.7★ · 69% success · +11.9% excess returnTim SwitzerKBW
| coverage initiated at Buy | $237$135 | +76.1% Long | pending | pending | UTC |
Source headlines via TheFly/StreetInsider. Reaction = venue-median perp move after our detection — an observation, not investment advice.
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