Top 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.
Stars4.9★
Success47%
Excess return+42.8%
rank#164
Ratings271
ratings on stock perps278
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 139 | 313 |
| Stock | 23 | 23 |
| Buy / hold / sell | 121 / 18 / 0 | 265 / 48 / 0 |
| Upgrades / downgrades / initiations | 1 / 0 / 2 | 2 / 1 / 11 |
| Price targets hit / missed | 9 / 112 (7%) | 75 / 182 (29%) |
| Avg. return after a rating (TipRanks) | -51.3% | -9.2% |
| Best / worst call | +16.3% / -96.9% | +464.6% / -96.9% |
After buy calls: median 21-day move -2.7% · vs S&P 500 -2.5% (n = 217) · targets hit within a year 85% (n = 124)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $COIN Coinbase Global, Inc. | Buy · Maintained | $205 | +24.7% | Oct 21, 2026 |
| $APLD Applied Digital Corporation | Buy · Maintained | $70.00 | +283.6% | Oct 8, 2026 |
| $HUT Hut 8 Corp. | Buy · Maintained | $138 | +125.4% | Oct 6, 2026 |
| $CIFR Cipher Mining Inc. | Buy · Maintained | $25.00 | +214.9% | Sep 16, 2026 |
| $SECZ Securitize Corp. | Buy · Initiated | $11.00 | +41.0% | Sep 8, 2026 |
| $IREN IREN Limited | Hold · Maintained | – | – | Aug 28, 2026 |
| $CLSK CleanSpark, Inc. | Buy · Maintained | $23.00 | +191.9% | Aug 14, 2026 |
| $CRWV CoreWeave, Inc. | Hold · Maintained | – | – | Aug 12, 2026 |
| $BTDR Bitdeer Technologies Group | Buy · Maintained | $20.00 | +187.4% | Aug 11, 2026 |
| $RIOT Riot Platforms, Inc. | Buy · Reiterated | $30.00 | +139.4% | Aug 11, 2026 |
| $MARA Marathon Digital Holdings, Inc. | Hold · Reiterated | – | – | Aug 7, 2026 |
| $CRCL Circle Internet Group, Inc. | Buy · Reiterated | $127 | +47.8% | Aug 6, 2026 |
| $WULF TeraWulf Inc. | Buy · Maintained | $33.00 | +191.5% | Aug 6, 2026 |
| $HOOD Robinhood Markets, Inc. | Buy · Reiterated | $120 | +26.2% | Jul 30, 2026 |
| $CORZ Core Scientific, Inc. | Buy · Reiterated | $35.00 | +167.2% | Jul 29, 2026 |
Recent ratings
- Oct 21, 2026 $COIN: Maintained · Buy · $205 · article
- Oct 21, 2026 $COIN: Maintained · Buy · $205
- Oct 8, 2026 $APLD: Maintained · Buy · $70.00 · article
- Oct 6, 2026 $HUT: Maintained · Buy · $138 · article
- Oct 6, 2026 $HUT: Maintained · Buy · $138
- Sep 16, 2026 $CIFR: Maintained · Buy · $25.00 · article
- Sep 16, 2026 $CIFR: Maintained · Buy · $25.00
- 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
John Todaro4.9★ · 47% success · +42.8% 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.