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Jeffrey Adelson (Morgan Stanley): analyst track record on stock perps

Jeffrey Adelson 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.

Stars0.3★

Success46%

Excess return-8.1%

rank#11,841

Ratings99

ratings on stock perps68

Track record

TipRanks data via FMP

	12 months	3 years
Ratings	91	219
Stock	18	18
Buy / hold / sell	23 / 58 / 10	68 / 108 / 43
Upgrades / downgrades / initiations	2 / 2 / 1	7 / 7 / 4
Price targets hit / missed	19 / 72 (21%)	99 / 120 (45%)
Avg. return after a rating (TipRanks)	-12.3%	+25.8%
Best / worst call	+101.6% / -79.4%	+1,357.8% / -82.1%

After buy calls: median 21-day move +2.1% · vs S&P 500 -1.3% · targets hit within a year 25% (n = 66)

Current calls on stock perps

Stock	Call	Target	vs last close	Date
$RKT Rocket Companies, Inc.	Buy · Maintained	$19.00	+44.0%	Aug 7, 2026
$SOFI SoFi Technologies, Inc.	Sell · Maintained	$15.00	-12.8%	Jul 30, 2026
$AXP American Express	Hold · Maintained	$382	+19.1%	Jul 27, 2026
$COF Capital One	Buy · Reiterated	$273	+31.8%	Jul 22, 2026

Recent ratings

Aug 7, 2026 $RKT: Maintained · Buy · $19.00 · article
Jul 30, 2026 $SOFI: Maintained · Sell · $15.00 · article
Jul 27, 2026 $AXP: Maintained · Hold · $382 · article
Jul 22, 2026 $COF: Reiterated · Buy · $273 · article
Jul 15, 2026 $RKT: Upgraded · Buy · $19.00 · article
Jun 25, 2026 $RKT: Maintained · Hold · $18.00 · article
Jun 25, 2026 $RKT: Maintained · Hold · $18.00
Apr 30, 2026 $SOFI: Reiterated · Sell · $16.00 · article
Apr 23, 2026 $COF: Reiterated · Buy · $199 · article
Apr 16, 2026 $AXP: Maintained · Hold · $385 · article
Apr 16, 2026 $COF: Maintained · Buy · $273 · article
Feb 4, 2026 $RKT: Maintained · Hold · $18.00 · article
Feb 2, 2026 $SOFI: Maintained · Sell · $18.00 · article
Jan 23, 2026 $COF: Maintained · Buy · $300 · article
Jan 20, 2026 $AXP: Maintained · Hold · $395 · article
Jan 9, 2026 $RKT: Maintained · Hold · $18.00 · article
Dec 16, 2025 $AXP: Maintained · Hold · $370 · article
Dec 16, 2025 $SOFI: Maintained · Sell · $18.00 · article
Dec 16, 2025 $RKT: Maintained · Hold · $18.00 · article
Dec 16, 2025 $COF: Maintained · Buy · $280 · article

Jeffrey Adelson0.3★ · 46% success · -8.1% 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.