PerpEquitiesTop analysts on stock perps · Analyst
Andrew Sherman (TD Cowen): analyst track record on stock perps
Andrew Sherman of TD Cowen on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.
Stars4.3★
Success54%
Excess return+13.0%
rank#1,669
Ratings127
ratings on stock perps68
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 94 | 210 |
| Stock | 22 | 22 |
| Buy / hold / sell | 81 / 13 / 0 | 168 / 42 / 0 |
| Upgrades / downgrades / initiations | 0 / 0 / 1 | 1 / 0 / 3 |
| Price targets hit / missed | 28 / 66 (30%) | 68 / 142 (32%) |
| Avg. return after a rating (TipRanks) | -11.3% | -3.3% |
| Best / worst call | +71.0% / -65.0% | +177.0% / -65.0% |
After buy calls: median 21-day move +4.2% · vs S&P 500 +3.1% · targets hit within a year 100% (n = 66)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $ESTC Elastic N.V. | Hold · Reiterated | $95.00 | +13.8% | Aug 28, 2026 |
| $MSFT Microsoft Corporation | Buy · Maintained | $540 | +9.7% | Jul 30, 2026 |
| $DDOG Datadog | Buy · Reiterated | $300 | +35.3% | Jul 22, 2026 |
| $NOW ServiceNow, Inc. | Buy · Reiterated | $140 | +6.7% | Jul 16, 2026 |
| $SAP SAP SE | Buy · Maintained | $210 | +2.0% | Jul 16, 2026 |
| $TEAM Atlassian Corporation | Hold · Maintained | $105 | -41.5% | Jul 16, 2026 |
| $GTLB GitLab Inc. | Hold · Reiterated | $29.00 | -38.7% | May 21, 2026 |
| $IOT Samsara Inc. | Buy · Reiterated | $45.00 | +17.1% | May 21, 2026 |
Recent ratings
- Aug 28, 2026 $ESTC: Reiterated · Hold · $95.00 · article
- Aug 25, 2026 $ESTC: Reiterated · Hold · $70.00 · article
- Jul 30, 2026 $MSFT: Maintained · Buy · $540 · article
- Jul 22, 2026 $DDOG: Reiterated · Buy · $300 · article
- Jul 16, 2026 $NOW: Reiterated · Buy · $140 · article
- Jul 16, 2026 $MSFT: Maintained · Buy · $540 · article
- Jul 16, 2026 $TEAM: Maintained · Hold · $105 · article
- Jul 16, 2026 $SAP: Maintained · Buy · $210 · article
- Jun 11, 2026 $DDOG: Reiterated · Buy · $260 · article
- May 29, 2026 $ESTC: Reiterated · Hold · $55.00 · article
- May 21, 2026 $IOT: Reiterated · Buy · $45.00 · article
- May 21, 2026 $GTLB: Reiterated · Hold · $29.00 · article
- May 7, 2026 $DDOG: Reiterated · Buy · $235 · article
- May 5, 2026 $NOW: Reiterated · Buy · $140 · article
- Apr 14, 2026 $DDOG: Reiterated · Buy · $190 · article
- Jan 15, 2026 $DDOG: Maintained · Buy · $235 · article
- Jan 15, 2026 $ESTC: Maintained · Hold · $85.00 · article
- Feb 27, 2026 $ESTC: Maintained · Hold · $65.00 · article
- Feb 20, 2026 $ESTC: Maintained · Hold · $70.00 · article
- Feb 10, 2026 $DDOG: Reiterated · Buy · $215 · article
Andrew Sherman4.3★ · 54% success · +13.0% excess return · TipRanks data via FMP · Source headlines via TheFly/StreetInsider (FMP). Reaction = venue-median perp move after our detection — an observation, not investment advice.