Top analysts on stock perps · Analyst
James Schneider (Goldman Sachs): analyst track record on stock perps
James Schneider of Goldman Sachs on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.
Stars4.8★
Success56%
Excess return+21.4%
rank#454
Ratings236
ratings on stock perps274
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 270 | 413 |
| Stock | 77 | 97 |
| Buy / hold / sell | 152 / 92 / 26 | 230 / 144 / 39 |
| Upgrades / downgrades / initiations | 3 / 4 / 14 | 7 / 5 / 61 |
| Price targets hit / missed | 74 / 190 (28%) | 132 / 262 (34%) |
| Avg. return after a rating (TipRanks) | -0.4% | +24.8% |
| Best / worst call | +347.1% / -89.8% | +2,176.0% / -89.8% |
After buy calls: median 21-day move +1.0% · vs S&P 500 +0.9% (n = 158) · targets hit within a year 71% (n = 63)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $TXN Texas Instruments Incorporated | Sell · Reiterated | $250 | -14.7% | Oct 22, 2026 |
| $WDC Western Digital Corporation | Hold · Maintained | $540 | +49.4% | Oct 22, 2026 |
| $IBM International Business Machines | Buy · Maintained | $300 | +18.3% | Oct 21, 2026 |
| $LRCX Lam Research Corporation | Buy · Maintained | $380 | +65.1% | Oct 21, 2026 |
| $NVDA NVIDIA Corporation | Buy · Maintained | $300 | +42.2% | Oct 21, 2026 |
| $ACN Accenture | Buy · Maintained | $260 | +6.3% | Oct 14, 2026 |
| $AMAT Applied Materials, Inc. | Buy · Maintained | $670 | +77.6% | Oct 13, 2026 |
| $MRVL Marvell Technology, Inc. | Hold · Maintained | $270 | +18.2% | Oct 7, 2026 |
| $MU Micron Technology, Inc. | Hold · Reiterated | $1,250 | +42.4% | Oct 1, 2026 |
| $SNPS Synopsys | Buy · Maintained | $600 | +31.5% | Sep 30, 2026 |
| $ON ON Semiconductor Corporation | Hold · Maintained | $95.00 | +31.5% | Sep 17, 2026 |
| $AVGO Broadcom Inc. | Buy · Maintained | $540 | +67.9% | Sep 2, 2026 |
| $CRDO Credo Technology Group | Buy · Maintained | $285 | +93.5% | Sep 1, 2026 |
| $ADI Analog Devices, Inc. | Buy · Reiterated | $480 | +17.5% | Aug 19, 2026 |
| $SNDK Sandisk Corporation | Buy · Reiterated | $2,200 | +74.1% | Aug 13, 2026 |
| $GFS GLOBALFOUNDRIES Inc. | Hold · Maintained | $70.00 | +57.7% | Aug 5, 2026 |
| $SITM SiTime Corporation | Buy · Maintained | $900 | +95.6% | Aug 5, 2026 |
| $AMD Advanced Micro Devices, Inc. | Buy · Maintained | $640 | +23.8% | Aug 4, 2026 |
| $QCOM QUALCOMM Incorporated | Hold · Maintained | $160 | -9.0% | Jul 30, 2026 |
| $ARM Arm Holdings plc | Hold · Maintained | $150 | -28.7% | Jul 29, 2026 |
| $CTSH Cognizant Technology Solutions Corporation | Hold · Maintained | $70.00 | -0.8% | Jul 29, 2026 |
| $KLAC KLA Corporation | Hold · Maintained | $210 | +44.2% | Jul 29, 2026 |
| $TER Teradyne, Inc. | Buy · Maintained | $465 | +47.4% | Jul 29, 2026 |
| $NXPI NXP Semiconductors N.V. | Buy · Reiterated | $325 | +31.8% | Jul 28, 2026 |
| $STX Seagate Technology Holdings plc | Buy · Maintained | $960 | +46.6% | Jul 28, 2026 |
| $AMKR Amkor Technology, Inc. | Hold · Maintained | $65.00 | +65.4% | Jul 27, 2026 |
| $CDNS Cadence Design Systems, Inc. | Buy · Maintained | $470 | +48.5% | Jul 27, 2026 |
| $INTC Intel Corporation | Hold · Maintained | $150 | +72.5% | Jul 23, 2026 |
| $MCHP Microchip Technology Incorporated | Buy · Maintained | $115 | +54.2% | May 8, 2026 |
Recent ratings
- Oct 22, 2026 $WDC: Maintained · Hold · $540 · article
- Oct 21, 2026 $LRCX: Maintained · Buy · $380 · article
- Oct 21, 2026 $IBM: Maintained · Buy · $300 · article
- Oct 22, 2026 $TXN: Reiterated · Sell · $250 · article
- Oct 21, 2026 $NVDA: Maintained · Buy · $300 · article
- Oct 21, 2026 $NVDA: Maintained · Buy · $300 · article
- Oct 14, 2026 $ACN: Maintained · Buy · $260 · article
- Oct 13, 2026 $AMAT: Maintained · Buy · $670 · article
- Oct 13, 2026 $AMAT: Maintained · Buy · $670
- Oct 7, 2026 $IBM: Maintained · Buy · $270 · article
- Oct 6, 2026 $MRVL: Reiterated · Hold · $270 · article
- Oct 7, 2026 $MRVL: Maintained · Hold · $270 · article
- Oct 5, 2026 $ACN: Maintained · Buy · $260 · article
- Oct 1, 2026 $ACN: Maintained · Buy · $260 · article
- Oct 1, 2026 $ACN: Maintained · Buy · $260 · article
- Sep 30, 2026 $SNPS: Maintained · Buy · $600 · article
- Oct 1, 2026 $MU: Reiterated · Hold · $1,250 · article
- Sep 30, 2026 $MU: Maintained · Hold · $1,100 · article
- Sep 17, 2026 $ON: Maintained · Hold · $95.00 · article
- Sep 11, 2026 $MU: Maintained · Hold · $1,100 · article
James Schneider4.8★ · 56% 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.