PerpEquitiesTop analysts on stock perps · Analyst
Katherine Lei (J.P. Morgan): analyst track record on stock perps
Katherine Lei 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.
Stars4.6★
Success72%
Excess return+18.0%
rank#911
Ratings105
ratings on stock perps19
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 40 | 164 |
| Stock | 22 | 27 |
| Buy / hold / sell | 25 / 13 / 2 | 100 / 54 / 10 |
| Upgrades / downgrades / initiations | 0 / 4 / 0 | 11 / 11 / 1 |
| Price targets hit / missed | 13 / 27 (33%) | 102 / 62 (62%) |
| Avg. return after a rating (TipRanks) | -12.9% | +14.2% |
| Best / worst call | +30.5% / -81.2% | +188.1% / -87.0% |
After buy calls: median 21-day move -6.4% · vs S&P 500 -8.5% · targets hit within a year 82% (n = 18)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $FUTU Futu Holdings Limited | Hold · Maintained | $122 | +7.5% | Aug 24, 2026 |
Recent ratings
- Aug 24, 2026 $FUTU: Maintained · Hold · $122 · article
- Jun 2, 2026 $FUTU: Maintained · Hold · $112 · article
- May 22, 2026 $FUTU: Downgraded · Hold · $87.00 · article
- Nov 19, 2025 $FUTU: Maintained · Buy · $300 · article
- Oct 28, 2025 $FUTU: Maintained · Buy · $280 · article
- Aug 27, 2025 $FUTU: Maintained · Buy · $270 · article
- Aug 21, 2025 $FUTU: Maintained · Buy · $200 · article
- Jul 11, 2025 $FUTU: Maintained · Buy · $185 · article
- May 14, 2025 $FUTU: Maintained · Buy · $145 · article
- Mar 14, 2025 $FUTU: Maintained · Buy · $170 · article
- Oct 2, 2024 $FUTU: Maintained · Buy · $160 · article
- Aug 21, 2024 $FUTU: Maintained · Buy · $88.00 · article
- Aug 14, 2024 $FUTU: Maintained · Buy · $90.00 · article
- Jun 11, 2024 $FUTU: Reiterated · Buy · $91.00 · article
- May 27, 2024 $FUTU: Upgraded · Buy · $92.00 · article
- Mar 15, 2024 $FUTU: Downgraded · Hold · $62.00 · article
- Jan 17, 2024 $FUTU: Upgraded · Buy · $64.00 · article
- Nov 24, 2023 $FUTU: Maintained · Hold · $64.00 · article
- Nov 6, 2023 $FUTU: Maintained · Hold · $60.00 · article
Katherine Lei4.6★ · 72% success · +18.0% 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.