PerpEquitiesTop analysts on stock perps · Analyst
George Notter (Wolfe Research): analyst track record on stock perps
George Notter of Wolfe Research on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.
Stars4.9★
Success64%
Excess return+21.8%
rank#333
Ratings289
ratings on stock perps54
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 19 | 114 |
| Stock | 16 | 43 |
| Buy / hold / sell | 10 / 9 / 0 | 76 / 35 / 3 |
| Upgrades / downgrades / initiations | 1 / 1 / 4 | 3 / 4 / 40 |
| Price targets hit / missed | 2 / 9 (18%) | 45 / 29 (61%) |
| Avg. return after a rating (TipRanks) | -25.4% | +97.8% |
| Best / worst call | +2.6% / -65.8% | +1,339.5% / -80.5% |
After buy calls: median 21-day move +4.1% · vs S&P 500 +1.9% · targets hit within a year 85% (n = 50)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $LITE Lumentum Holdings Inc. | Buy · Maintained | $1,200 | +28.2% | Aug 12, 2026 |
| $SMCI Super Micro Computer, Inc. | Hold · Maintained | – | – | Aug 12, 2026 |
| $CSCO Cisco Systems, Inc. | Hold · Maintained | – | – | May 14, 2026 |
| $COHR Coherent Corp. | Buy · Maintained | $400 | +36.4% | May 6, 2026 |
| $DELL Dell Technologies Inc. | Hold · Initiated | – | – | Apr 9, 2026 |
Recent ratings
- Aug 12, 2026 $LITE: Maintained · Buy · $1,200 · article
- Aug 12, 2026 $SMCI: Maintained · Hold · article
- Jun 11, 2026 $SMCI: Initiated · Hold · article
- May 14, 2026 $CSCO: Maintained · Hold · article
- May 6, 2026 $COHR: Maintained · Buy · $400 · article
- Apr 9, 2026 $DELL: Initiated · Hold · article
- Sep 12, 2025 $ANET: Reiterated · Buy · $185 · article
- Aug 13, 2025 $LITE: Maintained · Buy · $150 · article
- Jul 7, 2025 $MSI: Initiated · Hold · article
- Jul 7, 2025 $LITE: Initiated · Buy · article
- Jul 7, 2025 $CIEN: Initiated · Buy · article
- Jul 7, 2025 $COHR: Initiated · Buy · article
- Jul 7, 2025 $CSCO: Initiated · Hold · article
- Jul 7, 2025 $ANET: Initiated · Buy · article
- Jul 7, 2025 $GLW: Initiated · Buy · article
- Jul 7, 2025 $HPE: Initiated · Hold · article
- Jul 7, 2025 $AAOI: Initiated · Hold · article
- Feb 5, 2025 $COHR: Maintained · Buy · $135 · article
- Jan 29, 2025 $MSI: Maintained · Buy · $600 · article
- Jan 28, 2025 $CIEN: Maintained · Buy · $105 · article
George Notter4.9★ · 64% success · +21.8% 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.