PerpEquities

Top analysts on stock perps · Analyst

James Callahan CFA (Piper Sandler): analyst track record on stock perps

James Callahan CFA 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.

Stars2.8★
Success47%
Excess return+4.0%
rank#5,521
Ratings38
ratings on stock perps51

Track record

TipRanks data via FMP
12 months3 years
Ratings5169
Stock1515
Buy / hold / sell37 / 14 / 055 / 14 / 0
Upgrades / downgrades / initiations0 / 1 / 90 / 1 / 11
Price targets hit / missed11 / 40 (22%)11 / 58 (16%)
Avg. return after a rating (TipRanks)-24.3%-29.0%
Best / worst call+15.1% / -66.7%+15.1% / -66.7%

After buy calls: median 21-day move 0.0% · vs S&P 500 +1.4% (n = 39)

Current calls on stock perps

StockCallTargetvs last closeDate
$SPOT Spotify Technology S.A.Hold · Maintained$580-0.7%Oct 23, 2026
$U Unity Software Inc.Buy · Reiterated$55.00+34.8%Oct 5, 2026
$APP AppLovin CorporationHold · Reiterated$325+24.9%Oct 2, 2026
$TTWO Take-Two Interactive Software, Inc.Buy · Reiterated$290+42.4%Sep 9, 2026
$GDDY GoDaddy Inc.Hold · Reiterated$95.00-15.8%Jul 31, 2026
$SHOP Shopify Inc.Buy · Maintained$150-11.1%May 20, 2026

Recent ratings

  • Oct 23, 2026 $SPOT: Maintained · Hold · $580 · article
  • Oct 23, 2026 $SPOT: Maintained · Hold · $580 · article
  • Oct 8, 2026 $SPOT: Initiated · Hold · $540 · article
  • Oct 5, 2026 $U: Reiterated · Buy · $55.00 · article
  • Oct 2, 2026 $APP: Reiterated · Hold · $325 · article
  • Oct 2, 2026 $APP: Maintained · Hold · $325
  • Sep 9, 2026 $TTWO: Reiterated · Buy · $290 · article
  • Aug 31, 2026 $U: Reiterated · Buy · $55.00 · article
  • Aug 31, 2026 $APP: Reiterated · Hold · $325 · article
  • Aug 21, 2026 $APP: Maintained · Hold · $325 · article
  • Aug 17, 2026 $TTWO: Reiterated · Buy · $290 · article
  • Aug 7, 2026 $U: Reiterated · Buy · $55.00 · article
  • Aug 6, 2026 $APP: Downgraded · Hold · $385 · article
  • Jul 31, 2026 $GDDY: Reiterated · Hold · $95.00 · article
  • Jul 30, 2026 $U: Reiterated · Buy · $45.00 · article
  • Jul 17, 2026 $U: Reiterated · Buy · $40.00 · article
  • Jul 7, 2026 $APP: Maintained · Buy · $665 · article
  • Jun 29, 2026 $TTWO: Reiterated · Buy · $280 · article
  • Jun 16, 2026 $TTWO: Maintained · Buy · $280 · article
  • Jun 2, 2026 $U: Initiated · Buy · $40.00 · article

James Callahan CFA2.8★ · 47% success · +4.0% 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.