PerpEquitiesTop analysts on stock perps · Analyst
Brian Essex (J.P. Morgan): analyst track record on stock perps
Brian Essex of J.P. Morgan on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.
Stars4.7★
Success58%
Excess return+12.2%
rank#779
Ratings340
ratings on stock perps221
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 142 | 349 |
| Stock | 27 | 29 |
| Buy / hold / sell | 92 / 34 / 16 | 199 / 121 / 29 |
| Upgrades / downgrades / initiations | 3 / 2 / 0 | 10 / 7 / 1 |
| Price targets hit / missed | 54 / 80 (40%) | 127 / 197 (39%) |
| Avg. return after a rating (TipRanks) | +4.5% | +0.4% |
| Best / worst call | +120.6% / -64.1% | +205.5% / -82.8% |
After buy calls: median 21-day move +1.1% · vs S&P 500 +0.4% · targets hit within a year 40% (n = 195)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $ZS Zscaler, Inc. | Buy · Reiterated | $215 | +31.5% | Sep 4, 2026 |
| $PANW Palo Alto Networks, Inc. | Buy · Maintained | $384 | +13.4% | Sep 2, 2026 |
| $ESTC Elastic N.V. | Buy · Maintained | $105 | +25.8% | Sep 1, 2026 |
| $OKTA Okta, Inc. | Buy · Maintained | $190 | +11.0% | Sep 1, 2026 |
| $CRWD CrowdStrike Holdings, Inc. | Buy · Reiterated | $235 | +12.5% | Aug 27, 2026 |
| $GTLB GitLab Inc. | Hold · Maintained | $44.00 | -7.0% | Aug 26, 2026 |
| $S SentinelOne, Inc. | Hold · Maintained | $22.00 | +11.1% | Aug 21, 2026 |
| $FTNT Fortinet | Sell · Reiterated | $118 | -25.7% | Jul 30, 2026 |
| $IBM International Business Machines | Buy · Maintained | $250 | +6.8% | Jul 21, 2026 |
| $AI C3.ai, Inc. | Sell · Maintained | – | – | Jun 5, 2026 |
Recent ratings
- Sep 4, 2026 $ZS: Reiterated · Buy · $215 · article
- Sep 2, 2026 $PANW: Maintained · Buy · $384 · article
- Sep 1, 2026 $ESTC: Maintained · Buy · $105
- Sep 1, 2026 $OKTA: Maintained · Buy · $190
- Aug 28, 2026 $ESTC: Maintained · Buy · $105 · article
- Aug 27, 2026 $CRWD: Reiterated · Buy · $235 · article
- Aug 27, 2026 $OKTA: Reiterated · Buy · $190 · article
- Aug 26, 2026 $GTLB: Maintained · Hold · $44.00 · article
- Aug 26, 2026 $ZS: Maintained · Buy · $215 · article
- Aug 24, 2026 $CRWD: Maintained · Buy · $235 · article
- Aug 25, 2026 $PANW: Reiterated · Buy · $384 · article
- Aug 21, 2026 $ESTC: Maintained · Buy · $93.00 · article
- Aug 21, 2026 $OKTA: Maintained · Buy · $165 · article
- Aug 21, 2026 $S: Maintained · Hold · $22.00 · article
- Aug 20, 2026 $CRWD: Reiterated · Buy · $235 · article
- Jul 30, 2026 $FTNT: Reiterated · Sell · $118 · article
- Jul 27, 2026 $FTNT: Maintained · Sell · $100 · article
- Jul 21, 2026 $IBM: Maintained · Buy · $250 · article
- Jul 17, 2026 $IBM: Maintained · Buy · $250 · article
- Jul 16, 2026 $CRWD: Maintained · Buy · $200 · article
Brian Essex4.7★ · 58% success · +12.2% 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.