PerpEquitiesTop analysts on stock perps · Analyst
John Todaro (Needham): analyst track record on stock perps
John Todaro of Needham on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.
Stars5★
Success59%
Excess return+56.0%
rank#71
Ratings266
ratings on stock perps271
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 141 | 310 |
| Stock | 23 | 23 |
| Buy / hold / sell | 123 / 18 / 0 | 261 / 49 / 0 |
| Upgrades / downgrades / initiations | 1 / 0 / 3 | 2 / 1 / 12 |
| Price targets hit / missed | 10 / 113 (8%) | 92 / 161 (36%) |
| Avg. return after a rating (TipRanks) | -36.9% | +25.1% |
| Best / worst call | +51.0% / -94.3% | +655.0% / -94.3% |
After buy calls: median 21-day move -1.3% · vs S&P 500 -2.1% · targets hit within a year 85% (n = 255)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $SECZ Securitize Corp. | Buy · Initiated | $11.00 | +36.8% | Sep 8, 2026 |
| $IREN IREN Limited | Hold · Maintained | – | – | Aug 28, 2026 |
| $APLD Applied Digital Corporation | Buy · Maintained | $83.00 | +222.0% | Aug 14, 2026 |
| $CIFR Cipher Mining Inc. | Buy · Maintained | $25.00 | +56.8% | Aug 14, 2026 |
| $CLSK CleanSpark, Inc. | Buy · Maintained | $23.00 | +79.7% | Aug 14, 2026 |
| $HUT Hut 8 Corp. | Buy · Maintained | $138 | +52.3% | Aug 14, 2026 |
| $CRWV CoreWeave, Inc. | Hold · Maintained | – | – | Aug 12, 2026 |
| $BTDR Bitdeer Technologies Group | Buy · Maintained | $20.00 | +73.5% | Aug 11, 2026 |
| $RIOT Riot Platforms, Inc. | Buy · Reiterated | $30.00 | +43.2% | Aug 11, 2026 |
| $MARA Marathon Digital Holdings, Inc. | Hold · Reiterated | – | – | Aug 7, 2026 |
| $CRCL Circle Internet Group, Inc. | Buy · Reiterated | $127 | +40.6% | Aug 6, 2026 |
| $WULF TeraWulf Inc. | Buy · Maintained | $33.00 | +104.5% | Aug 6, 2026 |
| $COIN Coinbase Global, Inc. | Buy · Reiterated | $177 | +2.7% | Jul 31, 2026 |
| $HOOD Robinhood Markets, Inc. | Buy · Reiterated | $120 | +5.9% | Jul 30, 2026 |
| $CORZ Core Scientific, Inc. | Buy · Reiterated | $35.00 | +101.5% | Jul 29, 2026 |
Recent ratings
- Sep 8, 2026 $SECZ: Initiated · Buy · $11.00 · article
- Aug 28, 2026 $IREN: Maintained · Hold · article
- Aug 14, 2026 $IREN: Maintained · Hold · article
- Aug 14, 2026 $CIFR: Maintained · Buy · $25.00 · article
- Aug 14, 2026 $CLSK: Maintained · Buy · $23.00 · article
- Aug 14, 2026 $HUT: Maintained · Buy · $138 · article
- Aug 14, 2026 $APLD: Maintained · Buy · $83.00 · article
- Aug 12, 2026 $CRWV: Maintained · Hold · article
- Aug 11, 2026 $BTDR: Maintained · Buy · $20.00 · article
- Aug 11, 2026 $RIOT: Reiterated · Buy · $30.00 · article
- Aug 7, 2026 $CLSK: Reiterated · Buy · $23.00 · article
- Aug 7, 2026 $MARA: Reiterated · Hold · article
- Aug 6, 2026 $WULF: Maintained · Buy · $33.00 · article
- Aug 6, 2026 $CRCL: Reiterated · Buy · $127 · article
- Aug 5, 2026 $CIFR: Maintained · Buy · $25.00 · article
- Aug 5, 2026 $HUT: Maintained · Buy · $138 · article
- Aug 4, 2026 $BTDR: Reiterated · Buy · $22.00 · article
- Jul 31, 2026 $COIN: Reiterated · Buy · $177 · article
- Jul 30, 2026 $HOOD: Reiterated · Buy · $120 · article
- Jul 29, 2026 $CORZ: Reiterated · Buy · $35.00 · article
John Todaro5★ · 59% success · +56.0% 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.