PerpEquities

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Eric Serotta (Morgan Stanley): analyst track record on stock perps

Eric Serotta of Morgan Stanley on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.

Stars0.9★
Success52%
Excess return-2.6%
rank#10,240
Ratings58
ratings on stock perps84

Track record

TipRanks data via FMP
12 months3 years
Ratings61154
Stock1417
Buy / hold / sell33 / 23 / 545 / 97 / 12
Upgrades / downgrades / initiations2 / 1 / 14 / 6 / 6
Price targets hit / missed8 / 49 (14%)32 / 109 (23%)
Avg. return after a rating (TipRanks)-22.3%-22.4%
Best / worst call+24.6% / -62.0%+82.5% / -64.5%

After buy calls: median 21-day move -1.2% · vs S&P 500 -2.5% · targets hit within a year 100% (n = 84)

Current calls on stock perps

StockCallTargetvs last closeDate
$CELH Celsius Holdings, Inc.Buy · Maintained$42.00+57.7%Aug 7, 2026
$MO AltriaHold · Maintained$71.00+3.3%Jul 31, 2026
$PM Philip Morris International Inc.Buy · Reiterated$215+13.3%Jul 23, 2026

Recent ratings

  • Aug 7, 2026 $CELH: Maintained · Buy · $42.00 · article
  • Jul 31, 2026 $MO: Maintained · Hold · $71.00 · article
  • Jul 23, 2026 $PM: Reiterated · Buy · $215 · article
  • Jul 21, 2026 $CELH: Maintained · Buy · $48.00 · article
  • Jul 7, 2026 $CELH: Maintained · Buy · $48.00 · article
  • Jun 30, 2026 $PM: Maintained · Buy · $200 · article
  • Jun 23, 2026 $CELH: Reiterated · Buy · $48.00 · article
  • Jun 22, 2026 $PM: Reiterated · Buy · $200 · article
  • May 8, 2026 $CELH: Maintained · Buy · $55.00 · article
  • May 1, 2026 $MO: Reiterated · Hold · $71.00 · article
  • Apr 23, 2026 $PM: Reiterated · Buy · $190 · article
  • Apr 17, 2026 $PM: Reiterated · Buy · $156 · article
  • Feb 20, 2026 $MO: Reiterated · Hold · $62.00 · article
  • Feb 20, 2026 $PM: Reiterated · Buy · $205 · article
  • Feb 20, 2026 $CELH: Reiterated · Buy · $64.00 · article
  • Feb 9, 2026 $PM: Maintained · Buy · $205 · article
  • Feb 3, 2026 $CELH: Maintained · Buy · $64.00 · article
  • Jan 30, 2026 $MO: Maintained · Hold · $62.00 · article
  • Jan 20, 2026 $CELH: Maintained · Buy · $64.00 · article
  • Jan 6, 2026 $CELH: Maintained · Buy · $64.00 · article

Eric Serotta0.9★ · 52% success · -2.6% 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.