PerpEquitiesTop analysts on stock perps · Analyst
Daniel Politzer (J.P. Morgan): analyst track record on stock perps
Daniel Politzer 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.
Stars4.2★
Success53%
Excess return+6.6%
rank#2,056
Ratings337
ratings on stock perps224
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 151 | 437 |
| Stock | 31 | 39 |
| Buy / hold / sell | 98 / 44 / 9 | 288 / 130 / 19 |
| Upgrades / downgrades / initiations | 2 / 2 / 3 | 7 / 5 / 28 |
| Price targets hit / missed | 30 / 111 (21%) | 114 / 307 (27%) |
| Avg. return after a rating (TipRanks) | -14.7% | -7.0% |
| Best / worst call | +46.4% / -55.3% | +276.6% / -67.1% |
After buy calls: median 21-day move +0.5% · vs S&P 500 -1.7% · targets hit within a year 61% (n = 212)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $DKNG DraftKings Inc. | Buy · Maintained | $33.00 | +39.2% | Aug 10, 2026 |
| $MAR Marriott International | Hold · Maintained | $388 | +17.9% | Aug 4, 2026 |
| $MGM MGM Resorts International | Buy · Maintained | $53.00 | +30.1% | Jul 30, 2026 |
| $LVS Las Vegas Sands Corp. | Buy · Maintained | $60.00 | +40.8% | Jul 23, 2026 |
| $HLT Hilton Worldwide | Buy · Maintained | $365 | +19.2% | Jul 21, 2026 |
| $BYD Boyd Gaming Corporation | Hold · Reiterated | $93.00 | +21.6% | Jul 15, 2026 |
| $WYNN Wynn Resorts, Limited | Buy · Reiterated | $134 | +51.5% | Jul 15, 2026 |
Recent ratings
- Aug 10, 2026 $DKNG: Maintained · Buy · $33.00 · article
- Aug 4, 2026 $MAR: Maintained · Hold · $388 · article
- Jul 30, 2026 $MGM: Maintained · Buy · $53.00 · article
- Jul 23, 2026 $LVS: Maintained · Buy · $60.00 · article
- Jul 21, 2026 $HLT: Maintained · Buy · $365 · article
- Jul 21, 2026 $MAR: Maintained · Hold · $400 · article
- Jul 15, 2026 $BYD: Reiterated · Hold · $93.00 · article
- Jul 15, 2026 $DKNG: Reiterated · Buy · $34.00 · article
- Jul 15, 2026 $LVS: Reiterated · Buy · $64.00 · article
- Jul 15, 2026 $WYNN: Reiterated · Buy · $134 · article
- Jun 12, 2026 $MGM: Maintained · Buy · $53.00 · article
- Jun 10, 2026 $DKNG: Maintained · Buy · article
- May 8, 2026 $WYNN: Reiterated · Buy · $135 · article
- Apr 30, 2026 $MGM: Maintained · Hold · $41.00 · article
- Apr 24, 2026 $LVS: Maintained · Buy · $68.00 · article
- Apr 24, 2026 $BYD: Maintained · Hold · $90.00 · article
- Apr 21, 2026 $MAR: Maintained · Hold · $383 · article
- Apr 21, 2026 $HLT: Maintained · Buy · $363 · article
- Apr 16, 2026 $DKNG: Maintained · Buy · $31.00 · article
- Apr 16, 2026 $MGM: Maintained · Hold · $42.00 · article
Daniel Politzer4.2★ · 53% success · +6.6% 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.