Top 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+21.4%
rank#257
Ratings289
ratings on stock perps65
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 19 | 116 |
| Stock | 16 | 43 |
| Buy / hold / sell | 10 / 9 / 0 | 78 / 35 / 3 |
| Upgrades / downgrades / initiations | 1 / 1 / 4 | 3 / 4 / 40 |
| Price targets hit / missed | 0 / 11 (0%) | 42 / 34 (55%) |
| Avg. return after a rating (TipRanks) | -37.1% | +82.5% |
| Best / worst call | -28.4% / -65.8% | +1,167.9% / -81.5% |
After buy calls: median 21-day move +4.6% · vs S&P 500 +3.0% (n = 49) · targets hit within a year 87% (n = 39)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $LITE Lumentum Holdings Inc. | Buy · Maintained | $1,200 | +58.7% | Aug 12, 2026 |
| $SMCI Super Micro Computer, Inc. | Hold · Maintained | – | – | Aug 12, 2026 |
| $CSCO Cisco Systems, Inc. | Hold · Maintained | – | – | May 14, 2026 |
| $AXON Axon Enterprise, Inc. | Buy · Maintained | $675 | +60.6% | May 6, 2026 |
| $COHR Coherent Corp. | Buy · Maintained | $400 | +91.1% | May 6, 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 $AXON: Maintained · Buy · $675 · article
- May 6, 2026 $COHR: Maintained · Buy · $400 · article
- Apr 9, 2026 $DELL: Initiated · Hold · article
- Feb 4, 2026 $FN: Upgraded · Buy · $540 · 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 $AXON: Initiated · Buy · article
- Jul 7, 2025 $CSCO: Initiated · Hold · article
- Jul 7, 2025 $ANET: Initiated · Buy · article
- Jul 7, 2025 $COHR: Initiated · Buy · article
- Jul 7, 2025 $GLW: Initiated · Buy · article
- Jul 7, 2025 $FN: Initiated · Hold · article
- Jul 7, 2025 $HPE: Initiated · Hold · article
George Notter4.9★ · 64% success · +21.4% 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.