PerpEquities

Analyst moves · Analyst house

Melius Research analyst calls on stock perps

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

Moves on record13
Moves (30d)8
Stocks covered13
Measured outcomes9

Track record

Melius Research across all its coverage (TipRanks), plus the measured move of stock perps after its calls.
12 months3 years
Ratings197547
Analysts1012
Buy / hold / sell108 / 61 / 28357 / 151 / 39
Upgrades / downgrades / initiations28 / 24 / 7560 / 48 / 171
Price targets hit / missed41 / 131 (24%)183 / 330 (36%)
Avg. return after a rating (TipRanks)-12.6%+12.2%
Best / worst call+254.8% / -74.5%+919.6% / -99.9%

After buy calls: median 21-day move +3.8% · vs S&P 500 +2.0% (n = 179) · targets hit within a year 55% (n = 142)

Analysts at Melius Research covering stock perps

  1. Karen Short4.6★ · 66% success · +11.2% excess return18 ratings on stock perps
  2. Robert Spingarn4.6★ · 64% success · +9.5% excess return6 ratings on stock perps
  3. Jacob Aiken Phillips2★ · 62% success · +1.5% excess return7 ratings on stock perps
  4. Scott Davis4.1★ · 60% success · +7.3% excess return14 ratings on stock perps
  5. Ben Reitzes4.6★ · 58% success · +20.7% excess return106 ratings on stock perps
  6. Michael Rehaut4.4★ · 56% success · +5.8% excess return5 ratings on stock perps
  7. Conor Cunningham3.8★ · 53% success · +10.8% excess return28 ratings on stock perps
  8. Robert Wertheimer3.5★ · 52% success · +5.2% excess return8 ratings on stock perps
  9. James West0.5★ · 39% success · -2.1% excess return72 ratings on stock perps
  10. Jake Levinson1.9★ · 33% success · +7.6% excess return1 ratings on stock perps
  11. Scott Mikus0.9★ · 25% success · -13.7% excess return6 ratings on stock perps
  12. Unknown Analyst– success13 ratings on stock perps

TipRanks data via FMP

Melius Research analyst calls on stock perps

13 moves
StockAnalystActionTarget / pricevs. perp price1h after24h afterWhen
$ORCL–rating maintained$170$140+21.1% Long+1.6%pendingOct 29, 10:04
$BKNGConor Cunningham3.8★ · 53% success · +10.8% excess returnConor CunninghamMelius Research
  • 3.8★
  • 53% success · 26 of 49 ratings were profitable
  • +10.8% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #3,084
  • 28 ratings on stock perps
Full track record →TipRanks data via FMP		price target lowered$240 → $225$151+49% Long-0.1%+0.3%Oct 20, 10:33
$EXPEConor Cunningham3.8★ · 53% success · +10.8% excess returnConor CunninghamMelius Research
  • 3.8★
  • 53% success · 26 of 49 ratings were profitable
  • +10.8% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #3,084
  • 28 ratings on stock perps
Full track record →TipRanks data via FMP		price target lowered$372 → $355$284+25.1% Long+0.5%+2.9%Oct 20, 10:33
$CAVAJacob Aiken Phillips2★ · 62% success · +1.5% excess returnJacob Aiken PhillipsMelius Research
  • 2★
  • 62% success · 8 of 13 ratings were profitable
  • +1.5% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #7,501
  • 7 ratings on stock perps
TipRanks data via FMP		upgrade to Buy$95.00$52.45+81.1% Long+0.8%+3.5%Oct 8, 10:10
$HDAnalyst not disclosedcoverage initiated at Buy$397$326+22% Long+0.6%0%Oct 6, 12:10
$LOWAnalyst not disclosedcoverage initiated at Buy$244$181+34.5% LongpendingpendingOct 6, 12:10
$SHWAnalyst not disclosedcoverage initiated at Hold$367$318+15.2% LongpendingpendingOct 6, 11:17
$MSFTBen Reitzes4.6★ · 58% success · +20.7% excess returnBen ReitzesMelius Research
  • 4.6★
  • 58% success · 59 of 102 ratings were profitable
  • +20.7% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #932
  • 106 ratings on stock perps
Full track record →TipRanks data via FMP		upgrade to Buy$400 → $665$524+27% Long0%+1.9%Oct 5, 10:30
$MCDJacob Aiken Phillips2★ · 62% success · +1.5% excess returnJacob Aiken PhillipsMelius Research
  • 2★
  • 62% success · 8 of 13 ratings were profitable
  • +1.5% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #7,501
  • 7 ratings on stock perps
TipRanks data via FMP		price target lowered$250 → $230$255-9.9% Short-0.3%-1.5%Sep 28, 10:26
$HONScott Davis4.1★ · 60% success · +7.3% excess returnScott DavisMelius Research
  • 4.1★
  • 60% success · 98 of 163 ratings were profitable
  • +7.3% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #2,195
  • 14 ratings on stock perps
Full track record →TipRanks data via FMP		downgrade to Hold–$221–pendingpendingSep 14, 10:50
$GEScott Mikus0.9★ · 25% success · -13.7% excess returnScott MikusMelius Research
  • 0.9★
  • 25% success · 1 of 4 ratings were profitable
  • -13.7% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #10,364
  • 6 ratings on stock perps
TipRanks data via FMP		downgrade to Hold$350$313+11.8% Long-0.8%-0.6%Sep 14, 10:47
$DELLBen Reitzes4.6★ · 58% success · +20.7% excess returnBen ReitzesMelius Research
  • 4.6★
  • 58% success · 59 of 102 ratings were profitable
  • +20.7% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #932
  • 106 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$380 → $735$487+50.8% Long-1.3%+4.4%Sep 2, 08:27
$NVDA–price target raised$420$214+95.9% Long+0.5%+2.1%Aug 27, 06:32

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

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