PerpEquities

Analyst moves · Analyst house

UBS analyst calls on stock perps

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

Moves on record208
Moves (30d)132
Stocks covered167
Measured outcomes159

Track record

UBS across all its coverage (TipRanks), plus the measured move of stock perps after its calls.
12 months3 years
Ratings11,20725,294
Analysts272353
Buy / hold / sell5970 / 4702 / 53513010 / 10620 / 1664
Upgrades / downgrades / initiations310 / 252 / 313820 / 761 / 803
Price targets hit / missed2,656 / 8,218 (24%)8,771 / 15,664 (36%)
Avg. return after a rating (TipRanks)-9.2%+1.9%
Best / worst call+9,770.3% / -100.0%+9,770.3% / -100.0%

After buy calls: median 21-day move +1.1% · vs S&P 500 -0.5% (n = 3,029) · targets hit within a year 58% (n = 1,800)

After sell calls: median 21-day move +2.0% · vs S&P 500 +0.5% (n = 166)

Analysts at UBS covering stock perps

  1. Radi Sultan4.5★ · 94% success · +37.6% excess return30 ratings on stock perps
  2. Nicolas Gaudois4.5★ · 93% success · +45.2% excess return1 ratings on stock perps
  3. Priya Sachdeva3.7★ · 90% success · +25.8% excess return3 ratings on stock perps
  4. Caio Greiner3.3★ · 88% success · +21.7% excess return9 ratings on stock perps
  5. Kieren Chidgey4.5★ · 85% success · +11.9% excess return2 ratings on stock perps
  6. Kelvin Chu3.7★ · 83% success · +50.3% excess return3 ratings on stock perps
  7. Joseph Parkhill4★ · 80% success · +18.4% excess return9 ratings on stock perps
  8. Pradeep Ramani3.6★ · 77% success · +13.8% excess return18 ratings on stock perps
  9. Kaio Da Prato4.2★ · 75% success · +16.6% excess return14 ratings on stock perps
  10. Vilas Abraham1★ · 75% success · -12.3% excess return2 ratings on stock perps
  11. Timothy Arcuri5★ · 74% success · +51.8% excess return444 ratings on stock perps
  12. Luiz Carvalho4★ · 73% success · +28.2% excess return6 ratings on stock perps

TipRanks data via FMP

UBS analyst calls on stock perps

208 moves
StockAnalystActionTarget / pricevs. perp price1h after24h afterWhen
$VRTXMichael Yee3★ · 45% success · +1.5% excess returnMichael YeeUBS
  • 3★
  • 45% success · 216 of 477 ratings were profitable
  • +1.5% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #4,996
  • 251 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$585 → $615$503+22.3% Long+0.4%-0.7%Sep 28, 13:26
$OKLOJon Windham4.1★ · 48% success · +6.3% excess returnJon WindhamUBS
  • 4.1★
  • 48% success · 154 of 320 ratings were profitable
  • +6.3% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #2,229
  • 94 ratings on stock perps
Full track record →TipRanks data via FMP		price target lowered$55.00 → $41.00$27.87+47.1% Long-0.3%-1.8%Sep 25, 09:55
$PATHRadi Sultan4.5★ · 94% success · +37.6% excess returnRadi SultanUBS
  • 4.5★
  • 94% success · 17 of 18 ratings were profitable
  • +37.6% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #1,360
  • 30 ratings on stock perps
Full track record →TipRanks data via FMP		price target lowered$15.00 → $14.00$12.82+9.2% Long-0.3%-1.7%Sep 25, 09:52
$GNRCJon Windham4.1★ · 48% success · +6.3% excess returnJon WindhamUBS
  • 4.1★
  • 48% success · 154 of 320 ratings were profitable
  • +6.3% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #2,229
  • 94 ratings on stock perps
Full track record →TipRanks data via FMP		maintains Buy$340$192+77.5% Long-0.1%+4.6%Sep 25, 09:44
$TTE–upgrade to Buy–$91.89–pendingpendingSep 25, 09:18
$TSLAJoseph Spak0.1★ · 42% success · -10.0% excess returnJoseph SpakUBS
  • 0.1★
  • 42% success · 204 of 492 ratings were profitable
  • -10.0% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #12,382
  • 146 ratings on stock perps
Full track record →TipRanks data via FMP		maintains Neutral$385$353+9.1% Long-0.6%-2.1%Sep 24, 13:18
$ADSKTaylor McGinnismaintains Buy$325$242+34.6% Long+0.2%-0.6%Sep 24, 13:14
$CTASJoshua Chan4.5★ · 57% success · +15.7% excess returnJoshua ChanUBS
  • 4.5★
  • 57% success · 62 of 109 ratings were profitable
  • +15.7% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #1,306
  • 36 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$230 → $235$197+19.1% LongpendingpendingSep 24, 13:11
$DALAtul Maheswari0.8★ · 44% success · -2.9% excess returnAtul MaheswariUBS
  • 0.8★
  • 44% success · 37 of 85 ratings were profitable
  • -2.9% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #10,523
  • 53 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$99.00 → $105$75.22+39.6% Long-0.6%+1%Sep 24, 12:43
$BX–maintains Neutral$122$108+13.5% Long-1%-2.9%Sep 23, 13:25
$PATHRadi Sultan4.5★ · 94% success · +37.6% excess returnRadi SultanUBS
  • 4.5★
  • 94% success · 17 of 18 ratings were profitable
  • +37.6% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #1,360
  • 30 ratings on stock perps
Full track record →TipRanks data via FMP		price target lowered$19.00 → $15.00$12.82+17% Long-4.7%-2.8%Sep 23, 11:36
$PMFaham Baig2.4★ · 54% success · +1.4% excess returnFaham BaigUBS
  • 2.4★
  • 54% success · 44 of 81 ratings were profitable
  • +1.4% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #6,409
  • 32 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$182 → $192$207-7.1% Short0%+0.3%Sep 23, 11:36
$PBRTasso Vasconcellos3.1★ · 57% success · +20.5% excess returnTasso VasconcellosUBS
  • 3.1★
  • 57% success · 4 of 7 ratings were profitable
  • +20.5% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #4,800
  • 15 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$22.00 → $23.00$26.34-12.7% ShortpendingpendingSep 23, 11:35
$MUTimothy Arcuri5★ · 74% success · +51.8% excess returnTimothy ArcuriUBS
  • 5★
  • 74% success · 362 of 490 ratings were profitable
  • +51.8% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #4
  • 444 ratings on stock perps
Full track record →TipRanks data via FMP		maintains Buy$1,625$879+84.8% Long-0.5%-3.5%Sep 23, 10:30
$RCLRobin M. Farley4.7★ · 61% success · +16.0% excess returnRobin M. FarleyUBS
  • 4.7★
  • 61% success · 116 of 190 ratings were profitable
  • +16.0% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #685
  • 103 ratings on stock perps
Full track record →TipRanks data via FMP		maintains Buy$309 → $367$235+56.2% LongpendingpendingSep 23, 10:23
$WULFRyan Gravett1★ · 29% success · -4.3% excess returnRyan GravettUBS
  • 1★
  • 29% success · 5 of 17 ratings were profitable
  • -4.3% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #9,976
  • 26 ratings on stock perps
Full track record →TipRanks data via FMP		coverage initiated at Buy$24.00$17.33+38.5% LongpendingpendingSep 23, 06:54
$HUTRyan Gravett1★ · 29% success · -4.3% excess returnRyan GravettUBS
  • 1★
  • 29% success · 5 of 17 ratings were profitable
  • -4.3% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #9,976
  • 26 ratings on stock perps
Full track record →TipRanks data via FMP		coverage initiated at Buy$143$67.48+111.9% Long-0.2%-6.2%Sep 23, 06:54
$CORZRyan Gravett1★ · 29% success · -4.3% excess returnRyan GravettUBS
  • 1★
  • 29% success · 5 of 17 ratings were profitable
  • -4.3% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #9,976
  • 26 ratings on stock perps
Full track record →TipRanks data via FMP		coverage initiated at Buy$24.00$13.35+79.8% Long0%-4.9%Sep 23, 06:54
$CIFRRyan Gravett1★ · 29% success · -4.3% excess returnRyan GravettUBS
  • 1★
  • 29% success · 5 of 17 ratings were profitable
  • -4.3% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #9,976
  • 26 ratings on stock perps
Full track record →TipRanks data via FMP		coverage initiated at Buy$23.00$9.21+149.7% Long-0.5%-6%Sep 23, 06:54
$APLDRyan Gravett1★ · 29% success · -4.3% excess returnRyan GravettUBS
  • 1★
  • 29% success · 5 of 17 ratings were profitable
  • -4.3% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #9,976
  • 26 ratings on stock perps
Full track record →TipRanks data via FMP		coverage initiated at Buy$38.00$18.12+109.7% Long-0.4%-7%Sep 23, 06:54
$CRWVKarl Keirstead4.9★ · 63% success · +15.2% excess returnKarl KeirsteadUBS
  • 4.9★
  • 63% success · 267 of 422 ratings were profitable
  • +15.2% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #318
  • 298 ratings on stock perps
Full track record →TipRanks data via FMP		coverage initiated at Buy$120$61.44+95.3% Long+0.1%+0.1%Sep 22, 20:34
$CVSKevin Caliendomaintains Buy$118$92.18+28% LongpendingpendingSep 22, 13:32
$JNJMichael Yee3★ · 45% success · +1.5% excess returnMichael YeeUBS
  • 3★
  • 45% success · 216 of 477 ratings were profitable
  • +1.5% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #4,996
  • 251 ratings on stock perps
Full track record →TipRanks data via FMP		maintains Buy$320$255+25.3% Long+1.1%+1.8%Sep 22, 13:29
$MRNAMichael Yeemaintains Neutral$150$214-30% Short+3.9%+5.9%Sep 22, 13:25
$PGRBrian Meredithmaintains Neutral$234$217+7.9% LongpendingpendingSep 21, 13:46
$RACE–maintains Buy–$416–-0.1%+0.1%Sep 21, 13:45
$MCDDennis Geiger0.9★ · 48% success · -1.3% excess returnDennis GeigerUBS
  • 0.9★
  • 48% success · 120 of 249 ratings were profitable
  • -1.3% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #10,220
  • 128 ratings on stock perps
Full track record →TipRanks data via FMP		price target lowered$340 → $320$243+31.9% Long0%-0.1%Sep 21, 10:10
$PCGGregg Orrillmaintains Neutral$19.00$13.34+42.4% Long-0.9%pendingSep 18, 13:01
$INTUTaylor McGinnis0.8★ · 42% success · -2.2% excess returnTaylor McGinnisUBS
  • 0.8★
  • 42% success · 59 of 139 ratings were profitable
  • -2.2% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #10,481
  • 62 ratings on stock perps
Full track record →TipRanks data via FMP		maintains Neutral$360$327+10.2% Long+1.7%+1.4%Sep 18, 12:57
$DKNGRobin M. Farley4.7★ · 61% success · +16.0% excess returnRobin M. FarleyUBS
  • 4.7★
  • 61% success · 116 of 190 ratings were profitable
  • +16.0% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #685
  • 103 ratings on stock perps
Full track record →TipRanks data via FMP		price target lowered$49.00 → $48.00$18.85+154.7% Long+1.2%-1.2%Sep 18, 12:37
$HUBSTaylor McGinnis0.8★ · 42% success · -2.2% excess returnTaylor McGinnisUBS
  • 0.8★
  • 42% success · 59 of 139 ratings were profitable
  • -2.2% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #10,481
  • 62 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$250 → $290$230+26.3% LongpendingpendingSep 18, 11:27
$HUBSTaylor McGinnis0.8★ · 42% success · -2.2% excess returnTaylor McGinnisUBS
  • 0.8★
  • 42% success · 59 of 139 ratings were profitable
  • -2.2% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #10,481
  • 62 ratings on stock perps
Full track record →TipRanks data via FMP		maintains Underperform$250 → $290$230+26.3% LongpendingpendingSep 18, 09:22
$ONTimothy Arcuri5★ · 74% success · +51.8% excess returnTimothy ArcuriUBS
  • 5★
  • 74% success · 362 of 490 ratings were profitable
  • +51.8% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #4
  • 444 ratings on stock perps
Full track record →TipRanks data via FMP		maintains Neutral–$71.98–+1.2%+0.8%Sep 17, 12:33
$AMGNMichael Yee3★ · 45% success · +1.5% excess returnMichael YeeUBS
  • 3★
  • 45% success · 216 of 477 ratings were profitable
  • +1.5% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #4,996
  • 251 ratings on stock perps
Full track record →TipRanks data via FMP		price target lowered$440 → $430$433-0.7% Short-0.5%-0.3%Sep 17, 12:28
$COSTMichael Lasser4.9★ · 67% success · +15.8% excess returnMichael LasserUBS
  • 4.9★
  • 67% success · 332 of 496 ratings were profitable
  • +15.8% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #167
  • 153 ratings on stock perps
Full track record →TipRanks data via FMP		maintains Buy$1,275$986+29.4% Long-0.6%-0.5%Sep 17, 12:23
$NKEJay Sole2.6★ · 47% success · +0.8% excess returnJay SoleUBS
  • 2.6★
  • 47% success · 229 of 493 ratings were profitable
  • +0.8% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #5,960
  • 116 ratings on stock perps
Full track record →TipRanks data via FMP		price target lowered$48.00 → $42.00$37.26+12.7% Long+0.4%-1.4%Sep 17, 10:29
$BNTXDavid Dai3.7★ · 51% success · +7.6% excess returnDavid DaiUBS
  • 3.7★
  • 51% success · 42 of 82 ratings were profitable
  • +7.6% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #3,243
  • 25 ratings on stock perps
Full track record →TipRanks data via FMP		maintains Buy$135$87.79+53.8% Long-0.2%+2.5%Sep 16, 12:40
$JCIAmit Mehrotra4.4★ · 55% success · +7.3% excess returnAmit MehrotraUBS
  • 4.4★
  • 55% success · 222 of 405 ratings were profitable
  • +7.3% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #1,414
  • 74 ratings on stock perps
Full track record →TipRanks data via FMP		maintains Buy$180$148+21.6% LongpendingpendingSep 16, 12:33
$NEMDaniel Major4.9★ · 67% success · +23.0% excess returnDaniel MajorUBS
  • 4.9★
  • 67% success · 144 of 214 ratings were profitable
  • +23.0% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #304
  • 53 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$120 → $155$118+31.2% Long-2.1%-0.6%Sep 16, 11:55
$UNPThomas Wadewitz4.5★ · 53% success · +8.1% excess returnThomas WadewitzUBS
  • 4.5★
  • 53% success · 211 of 395 ratings were profitable
  • +8.1% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #1,294
  • 139 ratings on stock perps
Full track record →TipRanks data via FMP		upgrade to Buy$310 → $339$287+18.1% LongpendingpendingSep 16, 08:47
$CMCSAJohn Hodulik4.4★ · 59% success · +8.4% excess returnJohn HodulikUBS
  • 4.4★
  • 59% success · 148 of 251 ratings were profitable
  • +8.4% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #1,459
  • 164 ratings on stock perps
Full track record →TipRanks data via FMP		price target lowered$32.00 → $27.00$21.96+22.9% Long-0.4%-2%Sep 15, 12:59
$PLTRKarl Keirstead4.9★ · 63% success · +15.2% excess returnKarl KeirsteadUBS
  • 4.9★
  • 63% success · 267 of 422 ratings were profitable
  • +15.2% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #318
  • 298 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$220 → $250$185+34.9% Long-0.3%+0.5%Sep 15, 11:44
$CMCSAJohn Hodulik⚠price target lowered$32.00 → $26.00$21.96+18.4% Long+0.2%-1.7%Sep 15, 11:44
$SLBJosh Silverstein4.8★ · 60% success · +10.7% excess returnJosh SilversteinUBS
  • 4.8★
  • 60% success · 275 of 462 ratings were profitable
  • +10.7% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #576
  • 200 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$72.00 → $75.00$49.50+51.5% LongpendingpendingSep 14, 09:59
$OXYJosh Silverstein4.8★ · 60% success · +10.7% excess returnJosh SilversteinUBS
  • 4.8★
  • 60% success · 275 of 462 ratings were profitable
  • +10.7% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #576
  • 200 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$59.00 → $67.00$62.51+7.2% Long-0.1%-0.6%Sep 14, 09:54
$EOGJosh Silverstein4.8★ · 60% success · +10.7% excess returnJosh SilversteinUBS
  • 4.8★
  • 60% success · 275 of 462 ratings were profitable
  • +10.7% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #576
  • 200 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$158 → $183$147+24.2% LongpendingpendingSep 14, 09:52
$COPJosh Silverstein4.8★ · 60% success · +10.7% excess returnJosh SilversteinUBS
  • 4.8★
  • 60% success · 275 of 462 ratings were profitable
  • +10.7% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #576
  • 200 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$153 → $169$147+15.3% Long-0.3%-1.1%Sep 14, 09:52
$GMJoseph Spak0.1★ · 42% success · -10.0% excess returnJoseph SpakUBS
  • 0.1★
  • 42% success · 204 of 492 ratings were profitable
  • -10.0% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #12,382
  • 146 ratings on stock perps
Full track record →TipRanks data via FMP		price target raised$102 → $114$85.62+33.1% LongpendingpendingSep 14, 09:27
$CRMKarl Keirstead⚠maintains Buy$275$240+14.8% Long-0.1%+0.1%Sep 11, 13:33
$CRMKarl Keirstead4.9★ · 63% success · +15.2% excess returnKarl KeirsteadUBS
  • 4.9★
  • 63% success · 267 of 422 ratings were profitable
  • +15.2% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #318
  • 298 ratings on stock perps
Full track record →TipRanks data via FMP		maintains Neutral$240$240+0.2% Long-0.1%0%Sep 11, 13:19

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

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