PerpEquitiesTop analysts on stock perps · Analyst
David O'Connor (Piper Sandler): analyst track record on stock perps
David O'Connor of Piper Sandler 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★
Success73%
Excess return+46.9%
rank#2,069
Ratings11
ratings on stock perps16
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 25 | 30 |
| Stock | 22 | 25 |
| Buy / hold / sell | 12 / 13 / 0 | 15 / 14 / 1 |
| Upgrades / downgrades / initiations | 14 / 3 / 8 | 15 / 5 / 8 |
| Price targets hit / missed | 12 / 9 (57%) | 15 / 11 (58%) |
| Avg. return after a rating (TipRanks) | +11.8% | +14.6% |
| Best / worst call | +67.2% / -36.2% | +154.2% / -36.2% |
After buy calls: median 21-day move +12.8% · vs S&P 500 +13.7% · targets hit within a year 75% (n = 11)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $AMD Advanced Micro Devices, Inc. | Buy · Initiated | $600 | +19.1% | Sep 9, 2026 |
| $INTC Intel Corporation | Hold · Initiated | $110 | +9.6% | Sep 9, 2026 |
| $MRVL Marvell Technology, Inc. | Buy · Initiated | $270 | +19.0% | Sep 9, 2026 |
| $NVDA NVIDIA Corporation | Buy · Initiated | $300 | +37.4% | Sep 9, 2026 |
| $QCOM QUALCOMM Incorporated | Hold · Initiated | $190 | +7.4% | Sep 9, 2026 |
| $AAPL Apple Inc. | Buy · Upgraded | – | – | Apr 17, 2026 |
Recent ratings
- Sep 9, 2026 $AMD: Initiated · Buy · $600 · article
- Sep 9, 2026 $QCOM: Initiated · Hold · $190 · article
- Sep 9, 2026 $NVDA: Initiated · Buy · $300 · article
- Sep 9, 2026 $MRVL: Initiated · Buy · $270 · article
- Sep 9, 2026 $INTC: Initiated · Hold · $110 · article
- Apr 20, 2026 $INTC: Upgraded · Hold · $60.00 · article
- Apr 17, 2026 $AAPL: Upgraded · Buy · article
- Apr 17, 2026 $QCOM: Downgraded · Hold · $120 · article
- Jan 22, 2026 $ON: Upgraded · Hold · $62.00 · article
- Jan 22, 2026 $TXN: Upgraded · Hold · $190 · article
- Nov 4, 2025 $ADI: Initiated · Buy · $300 · article
- Aug 29, 2025 $AMBA: Maintained · Buy · $105 · article
- Jul 16, 2025 $ARM: Upgraded · Buy · $210 · article
- Apr 19, 2024 $ON: Downgraded · Sell · $55.00 · article
- Apr 19, 2024 $ARM: Downgraded · Hold · $100 · article
- Aug 24, 2023 $NVDA: Upgraded · Buy · $74.50 · article
David O'Connor4.2★ · 73% success · +46.9% 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.