PerpEquities

Top analysts on stock perps · Analyst

Derrick Wood (TD Cowen): analyst track record on stock perps

Derrick Wood 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.

Stars2.7★
Success49%
Excess return+0.8%
rank#5,840
Ratings497
ratings on stock perps408

Track record

TipRanks data via FMP
12 months3 years
Ratings210559
Stock3740
Buy / hold / sell140 / 70 / 0374 / 185 / 0
Upgrades / downgrades / initiations1 / 3 / 02 / 5 / 0
Price targets hit / missed94 / 113 (45%)199 / 351 (36%)
Avg. return after a rating (TipRanks)+2.0%-5.9%
Best / worst call+164.2% / -80.9%+333.1% / -87.9%

After buy calls: median 21-day move -1.3% · vs S&P 500 -2.7% (n = 277) · targets hit within a year 49% (n = 186)

Current calls on stock perps

StockCallTargetvs last closeDate
$SAP SAP SEBuy · Reiterated$275+15.1%Oct 22, 2026
$MSFT Microsoft CorporationBuy · Reiterated$625+19.2%Oct 15, 2026
$NOW ServiceNow, Inc.Buy · Reiterated$165+3.8%Oct 15, 2026
$ADBE Adobe Inc.Hold · Maintained$245-7.1%Oct 1, 2026
$CRM Salesforce, Inc.Buy · Maintained$300+20.7%Oct 1, 2026
$SNOW Snowflake Inc.Buy · Maintained$450+38.3%Oct 1, 2026
$TWLO Twilio Inc.Buy · Reiterated$300+14.6%Sep 22, 2026
$HUBS HubSpot, Inc.Hold · Reiterated$260-4.0%Sep 18, 2026
$ORCL Oracle CorporationBuy · Reiterated$240+90.2%Sep 11, 2026
$IOT Samsara Inc.Buy · Reiterated$53.00+18.0%Sep 4, 2026
$GTLB GitLab Inc.Hold · Reiterated$55.00-2.3%Sep 2, 2026
$WDAY Workday, Inc.Hold · Maintained$2100.0%Aug 27, 2026
$TEAM Atlassian CorporationHold · Maintained$145-36.3%Aug 7, 2026

Recent ratings

  • Oct 22, 2026 $SAP: Reiterated · Buy · $275 · article
  • Oct 15, 2026 $SAP: Reiterated · Buy · $250 · article
  • Oct 15, 2026 $NOW: Reiterated · Buy · $165 · article
  • Oct 15, 2026 $NOW: Reiterated · Buy · $165 · article
  • Oct 15, 2026 $MSFT: Reiterated · Buy · $625 · article
  • Oct 5, 2026 $MSFT: Maintained · Buy · article
  • Oct 1, 2026 $SNOW: Maintained · Buy · $450 · article
  • Oct 1, 2026 $ADBE: Maintained · Hold · $245 · article
  • Oct 1, 2026 $CRM: Maintained · Buy · $300 · article
  • Sep 22, 2026 $TWLO: Reiterated · Buy · $300 · article
  • Sep 22, 2026 $TWLO: Maintained · Buy · $300
  • Sep 17, 2026 $HUBS: Reiterated · Hold · $260 · article
  • Sep 18, 2026 $HUBS: Reiterated · Hold · $260 · article
  • Sep 17, 2026 $HUBS: Reiterated · Hold · $260
  • Sep 17, 2026 $CRM: Reiterated · Buy · $300 · article
  • Sep 17, 2026 $CRM: Reiterated · Buy · $300
  • Sep 8, 2026 $ORCL: Maintained · Buy · $240 · article
  • Sep 11, 2026 $ORCL: Reiterated · Buy · $240 · article
  • Sep 11, 2026 $ADBE: Reiterated · Hold · $245 · article
  • Sep 8, 2026 $ADBE: Reiterated · Hold · $245 · article

Derrick Wood2.7★ · 49% success · +0.8% 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.