Top analysts on stock perps · Analyst

Kyle Joseph (Stephens): analyst track record on stock perps

Kyle Joseph of Stephens 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★

Success61%

Excess return+9.5%

rank#1,802

Ratings172

ratings on stock perps12

Track record

TipRanks data via FMP

	12 months	3 years
Ratings	23	77
Stock	18	31
Buy / hold / sell	14 / 9 / 0	49 / 28 / 0
Upgrades / downgrades / initiations	0 / 0 / 4	0 / 0 / 24
Price targets hit / missed	4 / 19 (17%)	22 / 55 (29%)
Avg. return after a rating (TipRanks)	-18.7%	-19.9%
Best / worst call	+24.9% / -66.5%	+149.8% / -96.8%

After buy calls: median 21-day move +1.3% · vs S&P 500 -0.7% · targets hit within a year 100% (n = 12)

Current calls on stock perps

Stock	Call	Target	vs last close	Date
$RKT Rocket Companies, Inc.	Buy · Maintained	$20.00	+51.6%	Aug 7, 2026
$AFRM Affirm Holdings, Inc.	Hold · Maintained	$75.00	+10.3%	May 8, 2026
$SOFI SoFi Technologies, Inc.	Buy · Maintained	$25.00	+45.3%	Apr 30, 2026

Recent ratings

Aug 7, 2026 $RKT: Maintained · Buy · $20.00 · article
May 8, 2026 $AFRM: Maintained · Hold · $75.00 · article
Apr 30, 2026 $SOFI: Maintained · Buy · $25.00 · article
Apr 23, 2026 $RKT: Initiated · Buy · $22.50 · article
Feb 6, 2026 $AFRM: Maintained · Hold · $65.00 · article
Jun 11, 2025 $SOFI: Initiated · Buy · $20.00 · article
Jun 11, 2025 $AFRM: Initiated · Hold · $69.00 · article
Sep 12, 2024 $RKT: Maintained · Hold · $17.50 · article
Jul 18, 2024 $RKT: Maintained · Hold · $15.00 · article
Mar 15, 2024 $RKT: Reiterated · Hold · $13.00 · article
Jan 17, 2024 $RKT: Maintained · Hold · $13.00 · article
Nov 29, 2023 $RKT: Maintained · Hold · $9.50 · article

Kyle Joseph4.3★ · 61% success · +9.5% 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.