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Josh Baer (Morgan Stanley): analyst track record on stock perps

Josh Baer 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.

Stars4.3★

Success53%

Excess return+11.6%

rank#1,767

Ratings157

ratings on stock perps30

Track record

TipRanks data via FMP

	12 months	3 years
Ratings	85	243
Stock	23	24
Buy / hold / sell	28 / 51 / 6	80 / 145 / 18
Upgrades / downgrades / initiations	1 / 1 / 2	3 / 3 / 4
Price targets hit / missed	23 / 60 (28%)	53 / 188 (22%)
Avg. return after a rating (TipRanks)	-13.9%	-16.7%
Best / worst call	+134.0% / -67.2%	+336.8% / -91.9%

After buy calls: median 21-day move +3.1% · vs S&P 500 +0.5% · targets hit within a year 67% (n = 29)

Current calls on stock perps

Stock	Call	Target	vs last close	Date
$ZM Zoom Communications Inc.	Hold · Maintained	$107	+12.1%	Aug 26, 2026
$TOST Toast, Inc.	Buy · Maintained	$45.00	+40.9%	Jul 28, 2026
$MSFT Microsoft Corporation	Buy · Maintained	$650	+32.0%	Jul 16, 2026
$NBIS Nebius Group N.V.	Hold · Maintained	$144	-36.9%	Jun 10, 2026

Recent ratings

Aug 26, 2026 $ZM: Maintained · Hold · $107 · article
Jul 28, 2026 $TOST: Maintained · Buy · $45.00 · article
Jul 16, 2026 $MSFT: Maintained · Buy · $650 · article
Jun 10, 2026 $NBIS: Maintained · Hold · $144 · article
May 22, 2026 $ZM: Maintained · Hold · $105 · article
May 14, 2026 $NBIS: Maintained · Hold · $144 · article
May 8, 2026 $TOST: Maintained · Buy · $45.00 · article
Apr 29, 2026 $TOST: Maintained · Buy · $51.00 · article
Mar 16, 2026 $NBIS: Maintained · Hold · $126 · article
Feb 26, 2026 $ZM: Maintained · Hold · $92.00 · article
Feb 20, 2026 $ZM: Maintained · Hold · article
Feb 13, 2026 $TOST: Maintained · Buy · $51.00 · article
Feb 13, 2026 $NBIS: Maintained · Hold · $126 · article
Feb 9, 2026 $NBIS: Maintained · Hold · $126 · article
Jan 15, 2026 $NBIS: Reiterated · Hold · $167 · article
Nov 25, 2025 $ZM: Maintained · Hold · $92.00 · article
Nov 5, 2025 $TOST: Maintained · Buy · $56.00 · article
Oct 21, 2025 $ZM: Initiated · Hold · $85.00 · article
Aug 6, 2025 $TOST: Maintained · Buy · $54.00 · article
May 9, 2025 $TOST: Maintained · Buy · $50.00 · article

Josh Baer4.3★ · 53% success · +11.6% 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.