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Michael Genovese (Rosenblatt Securities): analyst track record on stock perps
Michael Genovese of Rosenblatt Securities on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.
Stars4.9★
Success53%
Excess return+37.8%
rank#144
Ratings400
ratings on stock perps130
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 104 | 224 |
| Stock | 23 | 23 |
| Buy / hold / sell | 92 / 12 / 0 | 175 / 44 / 5 |
| Upgrades / downgrades / initiations | 3 / 0 / 1 | 10 / 6 / 4 |
| Price targets hit / missed | 28 / 76 (27%) | 120 / 103 (54%) |
| Avg. return after a rating (TipRanks) | -4.9% | +101.5% |
| Best / worst call | +315.9% / -67.8% | +1,459.5% / -67.8% |
After buy calls: median 21-day move +7.0% · vs S&P 500 +4.9% · targets hit within a year 81% (n = 115)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $CIEN Ciena Corporation | Buy · Maintained | $525 | +56.9% | Sep 3, 2026 |
| $CRDO Credo Technology Group | Hold · Maintained | $235 | +46.6% | Sep 2, 2026 |
| $AAOI Applied Optoelectronics, Inc. | Buy · Reiterated | $220 | +113.0% | Aug 19, 2026 |
| $COHR Coherent Corp. | Buy · Reiterated | $500 | +70.5% | Aug 19, 2026 |
| $LITE Lumentum Holdings Inc. | Buy · Reiterated | $1,300 | +38.9% | Aug 19, 2026 |
| $CSCO Cisco Systems, Inc. | Buy · Reiterated | $165 | +53.6% | Aug 13, 2026 |
| $ANET Arista Networks, Inc. | Buy · Reiterated | $280 | +48.2% | Aug 4, 2026 |
Recent ratings
- Sep 3, 2026 $CIEN: Maintained · Buy · $525 · article
- Sep 2, 2026 $CRDO: Maintained · Hold · $235 · article
- Aug 23, 2026 $CIEN: Maintained · Buy · $720 · article
- Aug 23, 2026 $CRDO: Maintained · Hold · $215 · article
- Aug 19, 2026 $LITE: Reiterated · Buy · $1,300 · article
- Aug 19, 2026 $AAOI: Reiterated · Buy · $220 · article
- Aug 19, 2026 $COHR: Reiterated · Buy · $500 · article
- Aug 13, 2026 $COHR: Reiterated · Buy · $500 · article
- Aug 13, 2026 $CSCO: Reiterated · Buy · $165 · article
- Aug 12, 2026 $LITE: Reiterated · Buy · $1,300 · article
- Aug 7, 2026 $AAOI: Reiterated · Buy · $220 · article
- Aug 4, 2026 $ANET: Reiterated · Buy · $280 · article
- Jun 24, 2026 $COHR: Maintained · Buy · $425 · article
- Jun 21, 2026 $AAOI: Reiterated · Buy · $220 · article
- Jun 5, 2026 $CIEN: Reiterated · Buy · $720 · article
- Jun 1, 2026 $CRDO: Maintained · Hold · $215 · article
- May 14, 2026 $CSCO: Reiterated · Buy · $150 · article
- May 8, 2026 $AAOI: Reiterated · Buy · $220 · article
- May 6, 2026 $COHR: Reiterated · Buy · $425 · article
- May 6, 2026 $LITE: Reiterated · Buy · $1,300 · article
Michael Genovese4.9★ · 53% success · +37.8% 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.