Analyst moves · Analyst house

Oppenheimer analyst calls on stock perps

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

Moves on record42

Moves (30d)25

Stocks covered36

Measured outcomes36

Track record

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

	12 months	3 years
Ratings	2,978	9,074
Analysts	45	48
Buy / hold / sell	2366 / 605 / 7	7023 / 2032 / 19
Upgrades / downgrades / initiations	64 / 74 / 123	147 / 189 / 338
Price targets hit / missed	419 / 2,029 (17%)	2,017 / 5,170 (28%)
Avg. return after a rating (TipRanks)	-24.7%	-15.2%
Best / worst call	+320.9% / -94.8%	+1,368.3% / -100.0%

After buy calls: median 21-day move +1.3% · vs S&P 500 -0.4% (n = 2,195) · targets hit within a year 63% (n = 1,542)

Analysts at Oppenheimer covering stock perps

Rick Schafer5★ · 72% success · +31.9% excess return287 ratings on stock perps
Edward Yang4.9★ · 70% success · +52.6% excess return36 ratings on stock perps
Mitchel Penn3.9★ · 67% success · +6.5% excess return1 ratings on stock perps
Brent Thielman5★ · 67% success · +28.7% excess return24 ratings on stock perps
Michael Phillips CFA4.2★ · 67% success · +10.2% excess return5 ratings on stock perps
Chris Kotowski4.9★ · 64% success · +13.2% excess return266 ratings on stock perps
Christopher Glynn4.9★ · 64% success · +18.1% excess return43 ratings on stock perps
Rupesh Parikh4.9★ · 63% success · +12.5% excess return98 ratings on stock perps
Noah Kaye4.9★ · 62% success · +16.4% excess return128 ratings on stock perps
Brian Bittner4.7★ · 62% success · +7.2% excess return85 ratings on stock perps
Ari Wald0.8★ · 61% success · -3.2% excess return1 ratings on stock perps
Param Singh4.4★ · 61% success · +16.4% excess return75 ratings on stock perps

TipRanks data via FMP

Oppenheimer analyst calls on stock perps

42 moves

Stock	Analyst	Action	Target / price	vs. perp price	1h after	24h after	When
$USB	Chris Kotowski4.9★ · 64% success · +13.2% excess return	price target raised	$72.00 → $73.00$57.39	+27.2% Long	pending	pending	Oct 16, 11:39
$PNC	Chris Kotowski4.9★ · 64% success · +13.2% excess return	price target raised	$263 → $269$215	+25.2% Long	pending	pending	Oct 16, 11:38
$META	Jason Helfstein1.5★ · 45% success · -0.1% excess return	maintains Perform	–$708	–	+0.7%	+1.2%	Oct 15, 11:59
$VEEV	–	maintains Outperform	$325$310	+4.9% Long	+0.4%	+6.6%	Oct 15, 09:00
$CAT	Kristen Owen4.2★ · 54% success · +6.7% excess return	price target lowered	$1,105 → $1,009$732	+37.8% Long	-0.6%	-7.5%	Oct 14, 12:01
$WDAY	Brian Schwartz4.3★ · 48% success · +6.7% excess return	maintains Outperform	$220$192	+14.6% Long	-0.1%	+1.7%	Oct 14, 10:33
$NOW	Brian Schwartz4.3★ · 48% success · +6.7% excess return	price target raised	$140 → $165$142	+16.2% Long	-0.5%	-1.2%	Oct 13, 10:31
$APP	Martin Yang4.6★ · 47% success · +14.9% excess return	price target lowered	$560 → $490$266	+84.3% Long	-1.6%	-2.6%	Oct 12, 12:50
$HUM	Michael Wiederhorn	price target raised	$475 → $525$432	+21.4% Long	-1.6%	-3.6%	Oct 12, 12:48
$HUM	Michael Wiederhorn4.8★ · 59% success · +11.3% excess return	price target raised	$405 → $475$387	+22.7% Long	pending	pending	Oct 9, 11:49
$NET	Param Singh4.4★ · 61% success · +16.4% excess return	price target raised	$380 → $430$297	+44.9% Long	-0.1%	+3.8%	Oct 9, 11:47
$AUR	–	price target raised	$15.00 → $16.00$5.72	+179.7% Long	pending	pending	Oct 8, 11:38
$U	–	maintains Outperform	–$41.53	–	-0.7%	-1.3%	Oct 8, 10:34
$GPN	Rayna Kumar3.3★ · 52% success · +3.3% excess return	upgrade to Outperform	$115$83.48	+37.8% Long	-0.1%	+0.8%	Oct 8, 10:15
$MRVL	Rick Schafer5★ · 72% success · +31.9% excess return	price target raised	$325 → $425$228	+86.6% Long	+1.8%	-0.7%	Oct 7, 12:16
$SAIL	Ittai Kidron4.9★ · 59% success · +15.2% excess return	coverage initiated at Outperform	$30.00$19.91	+50.7% Long	pending	pending	Oct 7, 10:18
$ENPH	Colin Rusch4.9★ · 43% success · +33.6% excess return	price target lowered	$56.00 → $55.00$30.96	+77.7% Long	-0.2%	+0.8%	Oct 5, 11:55
$CVNA	Brian Nagel4.9★ · 58% success · +17.7% excess return	price target lowered	$450 → $90.00$58.72	+53.3% Long	-0.4%	-1.8%	Sep 30, 11:44
$MCD	Brian Bittner4.7★ · 62% success · +7.2% excess return	price target lowered	$325 → $295$243	+21.5% Long	-0.3%	-1%	Sep 24, 15:16
$OKTA	Ittai Kidron4.9★ · 59% success · +15.2% excess return	price target raised	$190 → $227$188	+20.8% Long	+0.5%	+2.3%	Sep 24, 11:35
$NKE	Brian Nagel4.9★ · 58% success · +17.7% excess return	price target lowered	$60.00 → $52.00$37.32	+39.3% Long	+0.7%	-0.2%	Sep 23, 12:45
$AMGN	–	maintains Outperform	–$433	–	-0.3%	-1.5%	Sep 23, 09:24
$MSFT	Timothy Horan4.7★ · 58% success · +8.6% excess return	price target raised	$515 → $570$528	+7.9% Long	+0.4%	-0.5%	Sep 22, 10:32
$TSLA	–	maintains Perform	–$352	–	+1.4%	+2.3%	Sep 21, 11:57
$BSX	Suraj Kalia4.4★ · 50% success · +7.3% excess return	price target lowered	$85.00 → $65.00$44.33	+46.6% Long	0%	+0.3%	Sep 21, 11:37
$KOPN	Martin Yang4.6★ · 47% success · +14.9% excess return	coverage initiated at Outperform	$7.00$3.30	+112.1% Long	0%	+6.6%	Sep 17, 10:40
$CRM	Brian Schwartz4.3★ · 48% success · +6.7% excess return	maintains Outperform	$275$240	+14.6% Long	+0.2%	-1.9%	Sep 17, 10:32
$COST	Rupesh Parikh4.9★ · 63% success · +12.5% excess return	maintains Outperform	$1,160$985	+17.7% Long	+0.2%	-0.7%	Sep 16, 13:49
$META	Jason Helfstein1.5★ · 45% success · -0.1% excess return	maintains Perform	–$708	–	-0.9%	-1.1%	Sep 10, 11:34
$AEHR	Edward Yang4.9★ · 70% success · +52.6% excess return	coverage initiated at Outperform	$120$60.86	+97.2% Long	-1.7%	+1.4%	Sep 10, 10:03
$AAPL	Martin Yang4.6★ · 47% success · +14.9% excess return	maintains Perform	–$343	–	-0.3%	+2.3%	Sep 10, 10:02
$ENPH	Colin Rusch	maintains Outperform	$56.00$30.96	+80.9% Long	0%	+6.7%	Sep 8, 13:26
$TTWO	–	maintains Outperform	$280$206	+36.1% Long	-0.2%	-1%	Sep 8, 10:46
$ORCL	–	maintains Outperform	–$128	–	+0.2%	-1.9%	Sep 8, 10:33
$ADBE	–	maintains Perform	–$246	–	0%	-1.6%	Sep 8, 10:33
$AMBA	Martin Yang4.6★ · 47% success · +14.9% excess return	maintains Perform	–$63.38	–	pending	pending	Sep 4, 09:24
$SNOW	Ittai Kidron4.9★ · 59% success · +15.2% excess return	price target raised	$400 → $475$304	+56.1% Long	+0.3%	-6.2%	Sep 3, 11:34
$PANW	Ittai Kidron4.9★ · 59% success · +15.2% excess return	price target raised	$400 → $450$343	+31.1% Long	-1.2%	-7.2%	Sep 2, 11:39
$MRVL	Rick Schafer5★ · 72% success · +31.9% excess return	price target raised	$300 → $325$228	+42.7% Long	-0.7%	-3.9%	Aug 28, 11:42
$OKTA	Ittai Kidron4.9★ · 59% success · +15.2% excess return	price target raised	$170 → $190$188	+1.1% Long	+1.4%	+3.4%	Aug 27, 12:15
$NVDA	Rick Schafer5★ · 72% success · +31.9% excess return	price target raised	$265 → $315$215	+46.8% Long	+0.4%	+2%	Aug 27, 10:51
$CRM	Brian Schwartz4.3★ · 48% success · +6.7% excess return	price target raised	$250 → $275$240	+14.6% Long	+8.6%	+9.5%	Aug 27, 10:41

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

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