Top analysts on stock perps · Analyst
Matthew Cost (Morgan Stanley): analyst track record on stock perps
Matthew Cost 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.
Stars1.2★
Success45%
Excess return-1.0%
rank#9,599
Ratings130
ratings on stock perps143
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 108 | 256 |
| Stock | 29 | 29 |
| Buy / hold / sell | 42 / 58 / 8 | 93 / 151 / 12 |
| Upgrades / downgrades / initiations | 1 / 1 / 4 | 4 / 3 / 7 |
| Price targets hit / missed | 10 / 98 (9%) | 67 / 189 (26%) |
| Avg. return after a rating (TipRanks) | -33.7% | -18.1% |
| Best / worst call | +34.7% / -84.6% | +511.8% / -91.6% |
After buy calls: median 21-day move +3.4% · vs S&P 500 +0.4% (n = 87) · targets hit within a year 82% (n = 50)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $ABNB Airbnb | Hold · Maintained | $170 | -1.2% | Oct 22, 2026 |
| $APP AppLovin Corporation | Buy · Reiterated | $400 | +53.7% | Oct 13, 2026 |
| $U Unity Software Inc. | Buy · Reiterated | $55.00 | +34.8% | Oct 13, 2026 |
| $EXPE Expedia Group, Inc. | Sell · Reiterated | $235 | -18.7% | Oct 12, 2026 |
| $RBLX Roblox Corporation | Buy · Maintained | $55.00 | +4.0% | Oct 7, 2026 |
| $TTWO Take-Two Interactive Software, Inc. | Buy · Reiterated | $280 | +37.5% | Sep 18, 2026 |
| $BKNG Booking Holdings | Buy · Initiated | $230 | +47.6% | Sep 16, 2026 |
| $TTD The Trade Desk, Inc. | Hold · Reiterated | $13.00 | 0.0% | Aug 10, 2026 |
| $OPEN Opendoor Technologies Inc. | Hold · Reiterated | $5.50 | +177.8% | Jun 16, 2026 |
Recent ratings
- Oct 22, 2026 $ABNB: Maintained · Hold · $170
- Oct 13, 2026 $APP: Reiterated · Buy · $400 · article
- Oct 13, 2026 $U: Reiterated · Buy · $55.00 · article
- Oct 13, 2026 $U: Reiterated · Buy · $55.00 · article
- Oct 13, 2026 $APP: Reiterated · Buy · $400 · article
- Oct 12, 2026 $EXPE: Reiterated · Sell · $235 · article
- Oct 7, 2026 $RBLX: Maintained · Buy · $55.00 · article
- Oct 7, 2026 $RBLX: Maintained · Buy · $55.00
- Sep 20, 2026 $APP: Maintained · Buy · $450 · article
- Sep 20, 2026 $APP: Maintained · Buy · $450
- Sep 18, 2026 $TTWO: Reiterated · Buy · $280 · article
- Sep 16, 2026 $BKNG: Initiated · Buy · $230 · article
- Sep 16, 2026 $ABNB: Upgraded · Hold · $170 · article
- Sep 16, 2026 $EXPE: Downgraded · Sell · $235 · article
- Sep 16, 2026 $BKNG: Initiated · Buy · $230
- Sep 14, 2026 $RBLX: Maintained · Buy · $55.00 · article
- Sep 14, 2026 $APP: Reiterated · Buy · $450 · article
- Sep 14, 2026 $RBLX: Maintained · Buy · $55.00
- Sep 13, 2026 $APP: Maintained · Buy · $450
- Aug 28, 2026 $TTWO: Maintained · Buy · $280 · article
Matthew Cost1.2★ · 45% success · -1.0% 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.