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Noah Poponak (Goldman Sachs): analyst track record on stock perps
Noah Poponak of Goldman Sachs on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.
Stars4.1★
Success50%
Excess return+5.8%
rank#2,127
Ratings416
ratings on stock perps139
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 160 | 406 |
| Stock | 66 | 67 |
| Buy / hold / sell | 81 / 48 / 31 | 213 / 113 / 80 |
| Upgrades / downgrades / initiations | 0 / 4 / 6 | 10 / 13 / 11 |
| Price targets hit / missed | 44 / 113 (28%) | 159 / 195 (45%) |
| Avg. return after a rating (TipRanks) | -13.9% | +19.0% |
| Best / worst call | +87.1% / -76.0% | +1,276.9% / -96.8% |
After buy calls: median 21-day move +0.6% · vs S&P 500 -1.4% · targets hit within a year 60% (n = 127)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $AVAV AeroVironment, Inc. | Buy · Maintained | $326 | +121.7% | Sep 9, 2026 |
| $ACHR Archer Aviation Inc. | Hold · Maintained | $8.00 | +46.8% | Aug 16, 2026 |
| $BA Boeing | Buy · Maintained | $277 | +35.3% | Aug 11, 2026 |
| $FLY Firefly Aerospace Inc. | Hold · Maintained | $34.00 | +62.7% | Aug 11, 2026 |
| $KTOS Kratos Defense & Security Solutions, Inc. | Buy · Maintained | $88.00 | +87.3% | Aug 11, 2026 |
| $JOBY Joby Aviation, Inc. | Sell · Maintained | $8.00 | +26.8% | Aug 5, 2026 |
| $NOC Northrop Grumman | Hold · Maintained | $538 | +3.7% | Jul 27, 2026 |
| $LMT Lockheed Martin Corporation | Sell · Maintained | $503 | -5.1% | Jul 26, 2026 |
| $RTX RTX Corporation | Hold · Maintained | $206 | +4.0% | Jul 26, 2026 |
| $GE GE Aerospace | Buy · Maintained | – | – | Jul 20, 2026 |
| $RKLB Rocket Lab Corporation | Hold · Maintained | $76.00 | +22.7% | Jun 30, 2026 |
| $SPCE Virgin Galactic Holdings, Inc. | Hold · Maintained | $3.50 | +20.3% | May 14, 2026 |
| $GD General Dynamics | Sell · Maintained | $313 | -11.6% | May 3, 2026 |
Recent ratings
- Sep 9, 2026 $AVAV: Maintained · Buy · $326 · article
- Aug 16, 2026 $ACHR: Maintained · Hold · $8.00 · article
- Aug 11, 2026 $BA: Maintained · Buy · $277 · article
- Aug 11, 2026 $FLY: Maintained · Hold · $34.00 · article
- Aug 11, 2026 $KTOS: Maintained · Buy · $88.00 · article
- Aug 5, 2026 $JOBY: Maintained · Sell · $8.00 · article
- Jul 28, 2026 $BA: Maintained · Buy · $277 · article
- Jul 26, 2026 $LMT: Maintained · Sell · $503 · article
- Jul 26, 2026 $RTX: Maintained · Hold · $206 · article
- Jul 27, 2026 $NOC: Maintained · Hold · $538 · article
- Jul 27, 2026 $ACHR: Maintained · Hold · $8.00 · article
- Jul 20, 2026 $GE: Maintained · Buy · article
- Jul 14, 2026 $BA: Maintained · Buy · $293 · article
- Jul 14, 2026 $NOC: Reiterated · Hold · $533 · article
- Jul 8, 2026 $AVAV: Maintained · Buy · $326 · article
- Jun 30, 2026 $RKLB: Maintained · Hold · $76.00 · article
- Jun 29, 2026 $AVAV: Maintained · Buy · $361 · article
- Jun 1, 2026 $LMT: Maintained · Sell · $511 · article
- May 14, 2026 $SPCE: Maintained · Hold · $3.50 · article
- May 11, 2026 $ACHR: Maintained · Hold · $9.00 · article
Noah Poponak4.1★ · 50% success · +5.8% 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.