PerpEquities

Top analysts on stock perps · Analyst

Mark Mahaney (Evercore ISI): analyst track record on stock perps

Mark Mahaney of Evercore ISI on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.

Stars4.8★
Success56%
Excess return+13.3%
rank#467
Ratings499
ratings on stock perps488

Track record

TipRanks data via FMP
12 months3 years
Ratings251623
Stock5363
Buy / hold / sell206 / 45 / 0484 / 139 / 0
Upgrades / downgrades / initiations3 / 6 / 37 / 11 / 12
Price targets hit / missed31 / 189 (14%)180 / 410 (31%)
Avg. return after a rating (TipRanks)-26.2%-16.8%
Best / worst call+65.7% / -81.5%+190.5% / -97.2%

After buy calls: median 21-day move +2.3% · vs S&P 500 0.0% (n = 361) · targets hit within a year 57% (n = 227)

Current calls on stock perps

StockCallTargetvs last closeDate
$META Meta Platforms, Inc.Buy · Maintained$870+35.4%Oct 22, 2026
$GOOGL Alphabet Inc. Class ABuy · Maintained$450+40.5%Oct 16, 2026
$SPOT Spotify Technology S.A.Buy · Reiterated––Sep 28, 2026
$NFLX Netflix, Inc.Buy · Maintained$110+67.0%Sep 14, 2026
$TTD The Trade Desk, Inc.Hold · Maintained$14.00+7.7%Sep 8, 2026
$DUOL Duolingo, Inc.Buy · Upgraded$210+46.8%Aug 31, 2026
$AMZN Amazon.com, Inc.Buy · Reiterated$355+43.1%Aug 27, 2026
$ABNB AirbnbBuy · Maintained$200+16.3%Aug 24, 2026
$BKNG Booking HoldingsBuy · Maintained$270+73.3%Aug 24, 2026
$EXPE Expedia Group, Inc.Buy · Maintained$430+48.8%Aug 24, 2026
$HIMS Hims & Hers Health, Inc.Hold · Maintained––Aug 11, 2026
$EBAY eBay Inc.Hold · Maintained––Aug 7, 2026
$LYFT Lyft, Inc.Hold · Reiterated––Aug 7, 2026
$DASH DoorDashBuy · Reiterated$300+67.2%Aug 6, 2026
$PINS Pinterest, Inc.Hold · Maintained$29.00+29.9%Aug 5, 2026
$UBER Uber Technologies, Inc.Buy · Maintained––Aug 5, 2026
$GRAB Grab Holdings LimitedBuy · Reiterated––Aug 4, 2026
$SNAP Snap Inc.Hold · Maintained$8.00+26.2%Aug 4, 2026
$RDDT Reddit, Inc.Buy · Reiterated$265+83.7%Jul 31, 2026

Recent ratings

  • Oct 22, 2026 $META: Maintained · Buy · $870 · article
  • Oct 22, 2026 $META: Maintained · Buy · $870 · article
  • Oct 16, 2026 $GOOGL: Maintained · Buy · $450 · article
  • Oct 16, 2026 $GOOGL: Maintained · Buy · $450
  • Oct 13, 2026 $META: Maintained · Buy · $860 · article
  • Sep 30, 2026 $GOOGL: Maintained · Buy · article
  • Sep 28, 2026 $SPOT: Reiterated · Buy · article
  • Sep 28, 2026 $SPOT: Reiterated · Buy
  • Sep 24, 2026 $META: Reiterated · Buy · $860 · article
  • Sep 24, 2026 $META: Reiterated · Buy · $860
  • Sep 21, 2026 $META: Reiterated · Buy · $860 · article
  • Sep 16, 2026 $GOOGL: Reiterated · Buy · $450 · article
  • Sep 16, 2026 $GOOGL: Reiterated · Buy · $450
  • Sep 14, 2026 $NFLX: Maintained · Buy · $110 · article
  • Sep 13, 2026 $NFLX: Reiterated · Buy · $110 · article
  • Sep 9, 2026 $META: Reiterated · Buy · $860 · article
  • Sep 8, 2026 $TTD: Maintained · Hold · $14.00 · article
  • Aug 31, 2026 $DUOL: Upgraded · Buy · $210 · article
  • Aug 27, 2026 $AMZN: Reiterated · Buy · $355 · article
  • Aug 26, 2026 $META: Reiterated · Buy · $860 · article

Mark Mahaney4.8★ · 56% success · +13.3% 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.