Top 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.
Stars4.8★
Success64%
Excess return+22.0%
rank#580
Ratings128
ratings on stock perps90
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 90 | 213 |
| Stock | 22 | 22 |
| Buy / hold / sell | 77 / 13 / 0 | 170 / 43 / 0 |
| Upgrades / downgrades / initiations | 0 / 0 / 1 | 1 / 0 / 3 |
| Price targets hit / missed | 37 / 53 (41%) | 90 / 123 (42%) |
| Avg. return after a rating (TipRanks) | -7.4% | +2.9% |
| Best / worst call | +97.9% / -58.9% | +163.5% / -58.9% |
After buy calls: median 21-day move +4.3% · vs S&P 500 +3.1% (n = 58) · targets hit within a year 91% (n = 35)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $AXON Axon Enterprise, Inc. | Buy · Reiterated | $800 | +90.3% | Oct 26, 2026 |
| $ESTC Elastic N.V. | Hold · Reiterated | $95.00 | -7.3% | Sep 23, 2026 |
| $MSFT Microsoft Corporation | Buy · Maintained | $540 | +3.0% | Jul 30, 2026 |
| $DDOG Datadog | Buy · Reiterated | $300 | +11.3% | Jul 22, 2026 |
| $NOW ServiceNow, Inc. | Buy · Reiterated | $140 | -11.9% | Jul 16, 2026 |
| $SAP SAP SE | Buy · Maintained | $210 | -12.1% | Jul 16, 2026 |
| $TEAM Atlassian Corporation | Hold · Maintained | $105 | -53.9% | Jul 16, 2026 |
| $GTLB GitLab Inc. | Hold · Reiterated | $29.00 | -48.5% | May 21, 2026 |
| $IOT Samsara Inc. | Buy · Reiterated | $45.00 | +0.2% | May 21, 2026 |
Recent ratings
- Oct 26, 2026 $AXON: Reiterated · Buy · $800 · article
- Sep 23, 2026 $ESTC: Reiterated · Hold · $95.00 · article
- Sep 10, 2026 $AXON: Reiterated · Buy · $825 · article
- Aug 28, 2026 $ESTC: Reiterated · Hold · $95.00 · article
- Aug 25, 2026 $ESTC: Reiterated · Hold · $70.00 · article
- Aug 5, 2026 $AXON: Reiterated · Buy · $825 · 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 6, 2026 $AXON: Reiterated · Buy · $825 · article
- May 5, 2026 $NOW: Reiterated · Buy · $140 · article
- Apr 14, 2026 $DDOG: Reiterated · Buy · $190 · article
Andrew Sherman4.8★ · 64% success · +22.0% 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.