PerpEquities

Analyst moves · Analyst house

Stephens analyst calls on stock perps

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

Moves on record15
Moves (30d)8
Stocks covered14
Measured outcomes11

Track record

Stephens across all its coverage (TipRanks), plus the measured move of stock perps after its calls.
12 months3 years
Ratings9612,070
Analysts3141
Buy / hold / sell576 / 384 / 11197 / 869 / 4
Upgrades / downgrades / initiations33 / 47 / 17085 / 91 / 327
Price targets hit / missed246 / 707 (26%)767 / 1,289 (37%)
Avg. return after a rating (TipRanks)-9.5%-5.3%
Best / worst call+899.5% / -84.9%+899.5% / -98.4%

After buy calls: median 21-day move +1.6% · vs S&P 500 -0.2% (n = 155) · targets hit within a year 46% (n = 92)

Analysts at Stephens covering stock perps

  1. Steven Etoch4.5★ · 86% success · +104.9% excess return1 ratings on stock perps
  2. Todd Weller CFA4.8★ · 81% success · +43.5% excess return37 ratings on stock perps
  3. Brett Huff4.9★ · 78% success · +23.1% excess return19 ratings on stock perps
  4. Daniel Imbro4.7★ · 70% success · +20.0% excess return18 ratings on stock perps
  5. Joshua Long4.7★ · 67% success · +29.7% excess return18 ratings on stock perps
  6. Justin Long4.5★ · 66% success · +12.4% excess return5 ratings on stock perps
  7. Reed Seay3.1★ · 65% success · +9.3% excess return6 ratings on stock perps
  8. Andrew Terrell4.2★ · 65% success · +9.9% excess return4 ratings on stock perps
  9. Terry McEvoy4.5★ · 62% success · +8.1% excess return16 ratings on stock perps
  10. Bascome Majors4.7★ · 61% success · +10.0% excess return6 ratings on stock perps
  11. Ben Bienvenu4.4★ · 61% success · +10.8% excess return4 ratings on stock perps
  12. Raj Kumar CFA3.3★ · 60% success · +13.5% excess return4 ratings on stock perps

TipRanks data

Stephens analyst calls on stock perps

15 moves
StockAnalystActionTarget / pricevs. perp price1h after24h afterWhen
$ORCLBrett Huff4.9★ · 78% success · +23.1% excess returnBrett HuffStephens
  • 4.9★
  • 78% success · 173 of 221 ratings were profitable
  • +23.1% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #153
  • 19 ratings on stock perps
Full track record →TipRanks data		upgrade to Overweight$254 → $213$120+78% Long-0.5%pendingNov 2, 11:59
$EQTAnalyst not disclosedprice target raised$71.00 → $75.00$55.23+35.8% Long+0.5%+1.9%Oct 27, 10:43
$ILMNMason Carrico1.4★ · 41% success · -0.7% excess returnMason CarricoStephens
  • 1.4★
  • 41% success · 23 of 56 ratings were profitable
  • -0.7% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #9,091
  • 9 ratings on stock perps
TipRanks data		downgrade to Equal Weight$110 → $275$224+22.7% Long+1.4%+1.2%Oct 23, 13:26
$WENJim Salera0.2★ · 36% success · -10.2% excess returnJim SaleraStephens
  • 0.2★
  • 36% success · 31 of 87 ratings were profitable
  • -10.2% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #12,001
  • 51 ratings on stock perps
Full track record →TipRanks data		price target lowered$8.00 → $7.00$7.25-3.4% Short+3.7%+4.1%Oct 15, 11:49
$CMGJim Salera0.2★ · 36% success · -10.2% excess returnJim SaleraStephens
  • 0.2★
  • 36% success · 31 of 87 ratings were profitable
  • -10.2% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #12,001
  • 51 ratings on stock perps
Full track record →TipRanks data		price target lowered$40.00 → $38.00$32.83+15.7% Long+2.6%+0.2%Oct 15, 11:46
$SAILTodd Weller CFA4.8★ · 81% success · +43.5% excess returnTodd Weller CFAStephens
  • 4.8★
  • 81% success · 29 of 36 ratings were profitable
  • +43.5% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #603
  • 37 ratings on stock perps
Full track record →TipRanks data		price target raised$22.00 → $26.00$19.24+35.1% LongpendingpendingOct 12, 11:37
$ZSTodd Weller CFA4.8★ · 81% success · +43.5% excess returnTodd Weller CFAStephens
  • 4.8★
  • 81% success · 29 of 36 ratings were profitable
  • +43.5% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #603
  • 37 ratings on stock perps
Full track record →TipRanks data		price target raised$225 → $265$226+17.3% Long+0.2%-0.5%Oct 7, 11:20
$CVNAJeff Lick3.3★ · 43% success · +6.3% excess returnJeff LickStephens
  • 3.3★
  • 43% success · 24 of 56 ratings were profitable
  • +6.3% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #4,276
  • 9 ratings on stock perps
TipRanks data		price target lowered$91.50 → $83.00$71.06+16.8% Long-0.8%-2.4%Oct 6, 11:20
$OKTATodd Weller CFA4.8★ · 81% success · +43.5% excess returnTodd Weller CFAStephens
  • 4.8★
  • 81% success · 29 of 36 ratings were profitable
  • +43.5% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #603
  • 37 ratings on stock perps
Full track record →TipRanks data		price target raised$190 → $240$187+28.3% Long-0.6%-5.4%Sep 25, 11:28
$HUBSBrett Huff4.9★ · 78% success · +23.1% excess returnBrett HuffStephens
  • 4.9★
  • 78% success · 173 of 221 ratings were profitable
  • +23.1% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #153
  • 19 ratings on stock perps
Full track record →TipRanks data		price target raised$251 → $255$236+7.9% LongpendingpendingSep 21, 11:28
$CRWDTodd Weller CFA4.8★ · 81% success · +43.5% excess returnTodd Weller CFAStephens
  • 4.8★
  • 81% success · 29 of 36 ratings were profitable
  • +43.5% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #603
  • 37 ratings on stock perps
Full track record →TipRanks data		price target raised$116 → $280$241+16% Long-4.2%-3.9%Sep 18, 12:14
$ZSTodd Weller CFA4.8★ · 81% success · +43.5% excess returnTodd Weller CFAStephens
  • 4.8★
  • 81% success · 29 of 36 ratings were profitable
  • +43.5% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #603
  • 37 ratings on stock perps
Full track record →TipRanks data		price target raised$200 → $225$226-0.4% Short-1.1%-1.3%Sep 4, 11:37
$PANWTodd Weller CFA4.8★ · 81% success · +43.5% excess returnTodd Weller CFAStephens
  • 4.8★
  • 81% success · 29 of 36 ratings were profitable
  • +43.5% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #603
  • 37 ratings on stock perps
Full track record →TipRanks data		price target raised$370 → $400$352+13.7% Long-2.1%-1.2%Sep 2, 13:12
$STodd Weller CFA4.8★ · 81% success · +43.5% excess returnTodd Weller CFAStephens
  • 4.8★
  • 81% success · 29 of 36 ratings were profitable
  • +43.5% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #603
  • 37 ratings on stock perps
Full track record →TipRanks data		price target raised$23.00 → $26.00$23.13+12.4% LongpendingpendingAug 28, 10:59
$RBRKTodd Weller CFA4.8★ · 81% success · +43.5% excess returnTodd Weller CFAStephens
  • 4.8★
  • 81% success · 29 of 36 ratings were profitable
  • +43.5% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #603
  • 37 ratings on stock perps
Full track record →TipRanks data		price target raised$90.00 → $120$115+4.3% Long-0.4%-7.4%Aug 28, 10:54

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

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