PerpEquities

Analyst moves · Analyst house

William Blair analyst calls on stock perps

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

Moves on record4
Moves (30d)4
Stocks covered4
Measured outcomes2

Track record

William Blair across all its coverage (TipRanks), plus the measured move of stock perps after its calls.
12 months3 years
Ratings5,2039,445
Analysts4446
Buy / hold / sell4005 / 1173 / 247209 / 2175 / 60
Upgrades / downgrades / initiations37 / 90 / 11687 / 188 / 286
Price targets hit / missed116 / 151 (43%)288 / 487 (37%)
Avg. return after a rating (TipRanks)+1.8%-4.5%
Best / worst call+297.5% / -94.5%+783.3% / -99.1%

After buy calls: median 21-day move -0.2% · vs S&P 500 -1.8% (n = 1,325) · targets hit within a year 39% (n = 61)

After sell calls: median 21-day move +3.0% · vs S&P 500 +1.6% (n = 33)

Analysts at William Blair covering stock perps

  1. Sebastien Naji4.9★ · 73% success · +40.0% excess return119 ratings on stock perps
  2. Andrew Brackmann4.9★ · 71% success · +38.0% excess return14 ratings on stock perps
  3. Brian Drab4.8★ · 67% success · +29.0% excess return5 ratings on stock perps
  4. Matt Larew4.8★ · 65% success · +23.8% excess return32 ratings on stock perps
  5. Andrew Jeffrey4.8★ · 60% success · +11.0% excess return137 ratings on stock perps
  6. Trevor Romeo2.4★ · 59% success · +1.5% excess return12 ratings on stock perps
  7. Myles Minter4.9★ · 57% success · +32.2% excess return79 ratings on stock perps
  8. Jeff Schmitt4.2★ · 57% success · +8.8% excess return25 ratings on stock perps
  9. Max Smock2.9★ · 56% success · +4.4% excess return2 ratings on stock perps
  10. Jonathan Ho4.6★ · 56% success · +12.8% excess return77 ratings on stock perps
  11. Ralph Schackart4.4★ · 55% success · +10.6% excess return67 ratings on stock perps
  12. Adam Klauber4.1★ · 55% success · +6.5% excess return50 ratings on stock perps

TipRanks data via FMP

William Blair analyst calls on stock perps

4 moves
StockAnalystActionTarget / pricevs. perp price1h after24h afterWhen
$SPCX–maintains Outperform–$154–-0.8%0%Sep 11, 11:39
$GTLBJason Ader4★ · 51% success · +5.5% excess returnJason AderWilliam Blair
  • 4★
  • 51% success · 155 of 305 ratings were profitable
  • +5.5% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #2,500
  • 68 ratings on stock perps
Full track record →TipRanks data via FMP		upgrade to Market Perform–$49.54–pendingpendingSep 2, 08:55
$WDAYPatrick McIlwee3.2★ · 47% success · +12.3% excess returnPatrick McIlweeWilliam Blair
  • 3.2★
  • 47% success · 8 of 17 ratings were profitable
  • +12.3% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #4,396
  • 6 ratings on stock perps
TipRanks data via FMP		maintains Outperform–$196–+2.1%+8.2%Aug 28, 10:26
$WULFJed Dorsheimer4.8★ · 46% success · +20.6% excess returnJed DorsheimerWilliam Blair
  • 4.8★
  • 46% success · 150 of 326 ratings were profitable
  • +20.6% excess return · Average return per rating vs the S&P 500 (TipRanks)
  • TipRanks rank #555
  • 136 ratings on stock perps
Full track record →TipRanks data via FMP		coverage initiated at Outperform$31.00$16.49+88% LongpendingpendingAug 28, 10:02

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

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