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 record28
Moves (30d)17
Stocks covered26
Measured outcomes23
Track record
William Blair across all its coverage (TipRanks), plus the measured move of stock perps after its calls.| 12 months | 3 years | |
|---|---|---|
| Ratings | 5,196 | 9,790 |
| Analysts | 44 | 46 |
| Buy / hold / sell | 3948 / 1222 / 25 | 7434 / 2298 / 57 |
| Upgrades / downgrades / initiations | 36 / 103 / 146 | 87 / 206 / 327 |
| Price targets hit / missed | 135 / 146 (48%) | 299 / 428 (41%) |
| Avg. return after a rating (TipRanks) | +1.5% | -3.9% |
| Best / worst call | +292.0% / -94.9% | +511.7% / -99.2% |
After buy calls: median 21-day move 0.0% · vs S&P 500 -1.4% (n = 1,846) · targets hit within a year 35% (n = 91)
After sell calls: median 21-day move +3.0% · vs S&P 500 +1.6% (n = 33)
Analysts at William Blair covering stock perps
- Trevor Romeo3.8★ · 73% success · +7.8% excess return12 ratings on stock perps
- Patrick McIlwee3.7★ · 72% success · +16.2% excess return12 ratings on stock perps
- Andrew Brackmann4.9★ · 71% success · +38.0% excess return16 ratings on stock perps
- Matt Larew4.9★ · 65% success · +30.5% excess return33 ratings on stock perps
- Brian Drab4.8★ · 63% success · +25.4% excess return18 ratings on stock perps
- Sebastien Naji4.7★ · 63% success · +24.0% excess return126 ratings on stock perps
- Andrew Jeffrey4.7★ · 58% success · +9.7% excess return201 ratings on stock perps
- Jeff Schmitt4★ · 58% success · +7.1% excess return25 ratings on stock perps
- Jonathan Ho4.8★ · 57% success · +16.3% excess return116 ratings on stock perps
- Max Smock2.9★ · 56% success · +4.4% excess return3 ratings on stock perps
- Adam Klauber4.2★ · 55% success · +6.8% excess return58 ratings on stock perps
- Steven Lichtman4.8★ · 53% success · +14.6% excess return29 ratings on stock perps
TipRanks data
William Blair analyst calls on stock perps
28 moves| Stock | Analyst | Action | Target / price | vs. perp price | 1h after | 24h after | When |
|---|---|---|---|---|---|---|---|
 $FSLR | Jed Dorsheimer4.7★ · 44% success · +17.3% excess returnJed DorsheimerWilliam Blair
| upgrade to Outperform | –$196 | – | -0.7% | pending | Nov 5, 11:34 |
 $AMD | Sebastien Naji | maintains Market Perform | –$432 | – | -1.3% | -2.8% | Nov 4, 10:54 |
 $AMGN | Matt Phipps | maintains Outperform | –$480 | – | +0.2% | +3.9% | Nov 4, 08:59 |
 $MRVL | – | maintains Outperform | –$146 | – | +0.4% | -0.9% | Nov 2, 18:04 |
 $GPN | Andrew Jeffrey4.7★ · 58% success · +9.7% excess returnAndrew JeffreyWilliam Blair
| maintains Market Perform | –$97.57 | – | pending | pending | Oct 30, 17:22 |
 $SKHY | – | maintains Outperform | $154$131 | +17.2% Long | +0.3% | -0.1% | Oct 30, 09:57 |
 $SBUX | Sharon Zackfia | maintains Outperform | –$110 | – | +0.8% | -1.6% | Oct 30, 08:59 |
 $COP | Neal Dingmann0.2★ · 42% success · -4.9% excess returnNeal DingmannWilliam Blair
| coverage initiated at Market Perform | –$140 | – | 0% | +1% | Oct 28, 23:12 |
 $CVX | Neal Dingmann0.2★ · 42% success · -4.9% excess returnNeal DingmannWilliam Blair
| coverage initiated at Outperform | –$221 | – | -0.1% | +1% | Oct 28, 23:12 |
 $XOM | Neal Dingmann0.2★ · 42% success · -4.9% excess returnNeal DingmannWilliam Blair
| coverage initiated at Market Perform | –$173 | – | 0% | +1.3% | Oct 28, 23:11 |
 $MRNA | Myles Minter4.9★ · 49% success · +24.1% excess returnMyles MinterWilliam Blair
| downgrade to Market Perform | –$251 | – | -0.5% | +5% | Oct 27, 10:29 |
 $AXP | – | maintains Outperform | –$336 | – | -1.2% | -1.7% | Oct 23, 12:13 |
 $NFLX | – | maintains Outperform | –$65.94 | – | -0.2% | +0.7% | Oct 21, 07:51 |
 $RVMD | Analyst not disclosed | coverage initiated at Outperform | –$192 | – | pending | pending | Oct 16, 00:35 |
 $BMY | Matt Phipps2.8★ · 43% success · +1.2% excess returnMatt PhippsWilliam Blair
| maintains Market Perform | –$64.76 | – | +0.4% | -1.1% | Oct 12, 17:43 |
 $SPCX | Louie DiPalma | maintains Outperform | –$128 | – | -0.1% | -2.3% | Oct 9, 09:25 |
| $SBUX | Sharon Zackfia | maintains Outperform | –$110 | – | -0.2% | -1.8% | Oct 8, 18:23 |
 $HUBS | Arjun Bhatia4.5★ · 52% success · +7.4% excess returnArjun BhatiaWilliam Blair
| maintains Market Perform | –$209 | – | 0% | -0.9% | Oct 6, 13:51 |
 $ASTS | Louie DiPalma0.6★ · 46% success · -2.2% excess returnLouie DiPalmaWilliam Blair
| maintains Market Perform | –$32.08 | – | +0.2% | +8% | Oct 5, 17:50 |
 $BA | Louie DiPalma0.6★ · 46% success · -2.2% excess returnLouie DiPalmaWilliam Blair
| maintains Outperform | –$175 | – | -0.3% | -0.5% | Sep 30, 15:18 |
 $CRWV | Jason Ader3.6★ · 47% success · +3.8% excess returnJason AderWilliam Blair
| coverage initiated at Outperform | –$45.06 | – | -0.1% | +2.3% | Sep 30, 09:25 |
 $NBIS | Jason Ader3.6★ · 47% success · +3.8% excess returnJason AderWilliam Blair
| coverage initiated at Outperform | –$126 | – | -0.7% | -1% | Sep 30, 09:02 |
 $MDB | Jason Ader3.6★ · 47% success · +3.8% excess returnJason AderWilliam Blair
| maintains Outperform | –$309 | – | +1.6% | -1.8% | Sep 28, 14:56 |
 $COIN | Andrew Jeffrey4.7★ · 58% success · +9.7% excess returnAndrew JeffreyWilliam Blair
| maintains Outperform | –$144 | – | 0% | -1.3% | Sep 22, 10:44 |
| $SPCX | Louie DiPalma | maintains Outperform | –$128 | – | -0.8% | 0% | Sep 11, 11:39 |
 $GTLB | Jason Ader3.6★ · 47% success · +3.8% excess returnJason AderWilliam Blair
| upgrade to Market Perform | –$49.64 | – | pending | pending | Sep 2, 08:55 |
 $WDAY | Patrick McIlwee3.7★ · 72% success · +16.2% excess returnPatrick McIlweeWilliam Blair
| maintains Outperform | –$202 | – | +2.1% | +8.2% | Aug 28, 10:26 |
 $WULF | Jed Dorsheimer4.7★ · 44% success · +17.3% excess returnJed DorsheimerWilliam Blair
| coverage initiated at Outperform | $31.00$10.73 | +188.9% Long | pending | pending | Aug 28, 10:02 |
Source headlines via TheFly/StreetInsider. Reaction = venue-median perp move after our detection — an observation, not investment advice.
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