PerpEquitiesTop analysts on stock perps · Analyst
Joseph Cardoso (J.P. Morgan): analyst track record on stock perps
Joseph Cardoso of J.P. Morgan on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.
Stars3.6★
Success56%
Excess return+7.1%
rank#3,449
Ratings82
ratings on stock perps54
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 85 | 148 |
| Stock | 37 | 37 |
| Buy / hold / sell | 54 / 29 / 2 | 75 / 71 / 2 |
| Upgrades / downgrades / initiations | 1 / 1 / 1 | 2 / 3 / 1 |
| Price targets hit / missed | 10 / 71 (12%) | 50 / 92 (35%) |
| Avg. return after a rating (TipRanks) | -17.0% | +1.9% |
| Best / worst call | +94.8% / -62.7% | +128.2% / -62.7% |
After buy calls: median 21-day move +1.4% · vs S&P 500 -0.7% · targets hit within a year 56% (n = 36)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $CIEN Ciena Corporation | Buy · Reiterated | $605 | +80.8% | Sep 8, 2026 |
| $HPE Hewlett Packard Enterprise Company | Buy · Reiterated | $70.00 | +26.7% | Sep 3, 2026 |
| $NTAP NetApp, Inc. | Hold · Maintained | $195 | +6.2% | Sep 3, 2026 |
| $CRDO Credo Technology Group | Buy · Maintained | $310 | +93.4% | Sep 2, 2026 |
| $DELL Dell Technologies Inc. | Buy · Reiterated | $635 | +25.3% | Sep 2, 2026 |
| $HPQ HP Inc. | Hold · Reiterated | $30.00 | -8.3% | Aug 27, 2026 |
| $GLW Corning Incorporated | Hold · Maintained | – | – | Aug 26, 2026 |
| $COHR Coherent Corp. | Buy · Maintained | $465 | +58.6% | Aug 17, 2026 |
| $CSCO Cisco Systems, Inc. | Buy · Maintained | $150 | +39.6% | Aug 17, 2026 |
| $SMCI Super Micro Computer, Inc. | Hold · Maintained | $45.00 | +20.4% | Aug 17, 2026 |
| $LITE Lumentum Holdings Inc. | Buy · Reiterated | $1,280 | +36.8% | Aug 12, 2026 |
| $MSI Motorola Solutions | Buy · Reiterated | $545 | +17.5% | Aug 6, 2026 |
| $ANET Arista Networks, Inc. | Buy · Reiterated | $250 | +32.3% | Aug 5, 2026 |
| $QCOM QUALCOMM Incorporated | Hold · Maintained | $215 | +21.6% | Aug 4, 2026 |
| $APH Amphenol | Buy · Reiterated | $108 | +34.0% | Jul 30, 2026 |
| $FLEX Flex Ltd. | Buy · Reiterated | $160 | +48.1% | Jul 30, 2026 |
| $TER Teradyne, Inc. | Buy · Reiterated | $465 | +25.6% | Jul 30, 2026 |
| $STX Seagate Technology Holdings plc | Buy · Reiterated | $1,240 | +43.8% | Jul 29, 2026 |
| $WDC Western Digital Corporation | Buy · Maintained | $715 | +55.1% | Jul 21, 2026 |
Recent ratings
- Sep 8, 2026 $CIEN: Reiterated · Buy · $605 · article
- Sep 4, 2026 $CIEN: Reiterated · Buy · $605 · article
- Sep 3, 2026 $NTAP: Maintained · Hold · $195 · article
- Sep 3, 2026 $HPE: Reiterated · Buy · $70.00 · article
- Sep 2, 2026 $CRDO: Maintained · Buy · $310 · article
- Sep 2, 2026 $DELL: Reiterated · Buy · $635 · article
- Aug 28, 2026 $CRDO: Maintained · Buy · $335 · article
- Aug 26, 2026 $HPE: Maintained · Buy · $70.00 · article
- Aug 26, 2026 $NTAP: Maintained · Hold · $195 · article
- Aug 26, 2026 $DELL: Maintained · Buy · $565 · article
- Aug 27, 2026 $HPQ: Reiterated · Hold · $30.00 · article
- Aug 26, 2026 $GLW: Maintained · Hold · article
- Aug 17, 2026 $CSCO: Maintained · Buy · $150 · article
- Aug 17, 2026 $COHR: Maintained · Buy · $465 · article
- Aug 17, 2026 $SMCI: Maintained · Hold · $45.00 · article
- Aug 12, 2026 $LITE: Reiterated · Buy · $1,280 · article
- Aug 6, 2026 $MSI: Reiterated · Buy · $545 · article
- Aug 4, 2026 $QCOM: Maintained · Hold · $215 · article
- Aug 5, 2026 $ANET: Reiterated · Buy · $250 · article
- Jul 30, 2026 $QCOM: Reiterated · Hold · $215 · article
Joseph Cardoso3.6★ · 56% success · +7.1% 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.