PerpEquities

Top analysts on stock perps · Analyst

Jim Kelleher (Argus Research): analyst track record on stock perps

Jim Kelleher of Argus Research on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.

Stars5★
Success69%
Excess return+32.6%
rank#24
Ratings490
ratings on stock perps180

Track record

TipRanks data via FMP
12 months3 years
Ratings159268
Stock94114
Buy / hold / sell149 / 10 / 0246 / 22 / 0
Upgrades / downgrades / initiations4 / 1 / 19 / 6 / 3
Price targets hit / missed28 / 102 (22%)91 / 122 (43%)
Avg. return after a rating (TipRanks)-9.6%+25.7%
Best / worst call+136.6% / -89.3%+522.2% / -89.3%

After buy calls: median 21-day move +2.7% · vs S&P 500 +0.6% (n = 158) · targets hit within a year 72% (n = 79)

Current calls on stock perps

StockCallTargetvs last closeDate
$ACN AccentureBuy · Reiterated$260+6.3%Oct 1, 2026
$JBL Jabil Inc.Buy · Reiterated$475+73.4%Sep 30, 2026
$NTAP NetApp, Inc.Buy · Reiterated$225+1.3%Sep 10, 2026
$CIEN Ciena CorporationBuy · Reiterated$550+61.1%Sep 9, 2026
$HPE Hewlett Packard Enterprise CompanyBuy · Reiterated$70.00+19.3%Sep 3, 2026
$HPQ HP Inc.Buy · Reiterated$34.00-0.1%Aug 27, 2026
$AMAT Applied Materials, Inc.Buy · Reiterated$600+53.5%Aug 17, 2026
$CSCO Cisco Systems, Inc.Buy · Reiterated$150+36.0%Aug 13, 2026
$CRWV CoreWeave, Inc.Buy · Reiterated$150+167.0%Aug 12, 2026
$SMCI Super Micro Computer, Inc.Hold · Maintained––Aug 12, 2026
$SNDK Sandisk CorporationBuy · Upgraded––Aug 10, 2026
$EMR Emerson ElectricBuy · Maintained$175+7.5%Aug 6, 2026
$AMD Advanced Micro Devices, Inc.Buy · Reiterated$625+17.5%Aug 5, 2026
$GFS GLOBALFOUNDRIES Inc.Buy · Reiterated$90.00+98.2%Aug 5, 2026
$ECL EcolabBuy · Maintained$310+7.1%Aug 4, 2026
$AAPL Apple Inc.Buy · Reiterated$375+9.1%Jul 30, 2026
$QCOM QUALCOMM IncorporatedBuy · Reiterated$220+22.5%Jul 30, 2026
$STX Seagate Technology Holdings plcBuy · Reiterated$900+37.4%Jul 29, 2026
$NOK Nokia OyjBuy · Reiterated$15.00+73.6%Jul 23, 2026
$ASML ASML Holding N.V.Buy · Reiterated$2,100+31.6%Jul 15, 2026
$IBM International Business MachinesBuy · Reiterated$280+10.5%Jul 15, 2026
$DELL Dell Technologies Inc.Buy · Reiterated$460-2.4%May 28, 2026
$ADI Analog Devices, Inc.Buy · Reiterated$460+12.6%May 22, 2026
$INTU IntuitBuy · Reiterated$480+41.2%May 21, 2026
$NVDA NVIDIA CorporationBuy · Reiterated$270+25.0%May 20, 2026
$MSI Motorola SolutionsBuy · Reiterated$520+7.1%May 11, 2026
$KLAC KLA CorporationBuy · Reiterated$195+30.7%Apr 30, 2026
$MA Mastercard IncorporatedBuy · Maintained––Apr 30, 2026
$TXN Texas Instruments IncorporatedBuy · Maintained$320+9.2%Apr 30, 2026

Recent ratings

  • Oct 1, 2026 $ACN: Reiterated · Buy · $260 · article
  • Oct 1, 2026 $ACN: Reiterated · Buy · $260 · article
  • Sep 30, 2026 $JBL: Reiterated · Buy · $475 · article
  • Sep 10, 2026 $NTAP: Reiterated · Buy · $225 · article
  • Sep 9, 2026 $CIEN: Reiterated · Buy · $550 · article
  • Sep 3, 2026 $HPE: Reiterated · Buy · $70.00 · article
  • Aug 27, 2026 $HPQ: Reiterated · Buy · $34.00 · article
  • Aug 17, 2026 $AMAT: Reiterated · Buy · $600 · article
  • Aug 13, 2026 $CSCO: Reiterated · Buy · $150 · article
  • Aug 12, 2026 $CRWV: Reiterated · Buy · $150 · article
  • Aug 12, 2026 $SMCI: Maintained · Hold · article
  • Aug 10, 2026 $SNDK: Upgraded · Buy · article
  • Aug 6, 2026 $EMR: Maintained · Buy · $175 · article
  • Aug 7, 2026 $SNDK: Upgraded · Buy · $1,600 · article
  • Aug 5, 2026 $GFS: Reiterated · Buy · $90.00 · article
  • Aug 5, 2026 $AMD: Reiterated · Buy · $625 · article
  • Aug 4, 2026 $ECL: Maintained · Buy · $310 · article
  • Jul 30, 2026 $AAPL: Reiterated · Buy · $375 · article
  • Jul 30, 2026 $QCOM: Reiterated · Buy · $220 · article
  • Jul 29, 2026 $STX: Reiterated · Buy · $900 · article

Jim Kelleher5★ · 69% success · +32.6% 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.