Top analysts on stock perps · Analyst
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.
Stars3.9★
Success47%
Excess return+4.1%
rank#2,878
Ratings440
ratings on stock perps170
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 204 | 450 |
| Stock | 68 | 69 |
| Buy / hold / sell | 103 / 59 / 42 | 234 / 125 / 91 |
| Upgrades / downgrades / initiations | 0 / 3 / 7 | 10 / 13 / 12 |
| Price targets hit / missed | 49 / 152 (24%) | 160 / 240 (40%) |
| Avg. return after a rating (TipRanks) | -19.3% | +9.0% |
| Best / worst call | +62.3% / -82.0% | +1,029.8% / -97.3% |
After buy calls: median 21-day move -0.8% · vs S&P 500 -1.5% (n = 66) · targets hit within a year 73% (n = 45)
After sell calls: median 21-day move +0.4% · vs S&P 500 -2.7% (n = 24)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $LMT Lockheed Martin Corporation | Sell · Maintained | $498 | -17.6% | Oct 22, 2026 |
| $NOC Northrop Grumman | Hold · Maintained | $525 | -4.8% | Oct 22, 2026 |
| $RKLB Rocket Lab Corporation | Hold · Maintained | $67.00 | +27.4% | Oct 15, 2026 |
| $BA Boeing | Buy · Maintained | $253 | +34.3% | Oct 11, 2026 |
| $GD General Dynamics | Sell · Maintained | $309 | -11.6% | Oct 11, 2026 |
| $JOBY Joby Aviation, Inc. | Sell · Maintained | $7.00 | +47.1% | Oct 11, 2026 |
| $KTOS Kratos Defense & Security Solutions, Inc. | Buy · Reiterated | $77.00 | +99.1% | Oct 11, 2026 |
| $LHX L3Harris Technologies, Inc. | Buy · Reiterated | $361 | +42.1% | Oct 11, 2026 |
| $HONA Honeywell Aerospace Inc | Hold · Initiated | $190 | +16.3% | Oct 7, 2026 |
| $AVAV AeroVironment, Inc. | Buy · Maintained | $326 | +164.5% | Sep 14, 2026 |
| $FLY Firefly Aerospace Inc. | Hold · Maintained | $34.00 | +86.5% | Sep 13, 2026 |
| $ACHR Archer Aviation Inc. | Hold · Maintained | $8.00 | +104.6% | Aug 16, 2026 |
| $EVEX Eve Holding, Inc. | Hold · Maintained | $3.30 | +101.2% | Aug 11, 2026 |
| $RTX RTX Corporation | Hold · Maintained | $206 | +7.8% | Jul 26, 2026 |
| $GE GE Aerospace | Buy · Maintained | – | – | Jul 20, 2026 |
| $SPCE Virgin Galactic Holdings, Inc. | Hold · Maintained | $3.50 | +42.3% | May 14, 2026 |
Recent ratings
- Oct 22, 2026 $LMT: Maintained · Sell · $498 · article
- Oct 22, 2026 $NOC: Maintained · Hold · $525 · article
- Oct 15, 2026 $RKLB: Maintained · Hold · $67.00 · article
- Oct 15, 2026 $RKLB: Maintained · Hold · $67.00 · article
- Oct 11, 2026 $LMT: Maintained · Sell · $486 · article
- Oct 11, 2026 $JOBY: Maintained · Sell · $7.00 · article
- Oct 11, 2026 $BA: Maintained · Buy · $253 · article
- Oct 11, 2026 $GD: Maintained · Sell · $309 · article
- Oct 11, 2026 $RKLB: Maintained · Hold · $75.00 · article
- Oct 11, 2026 $NOC: Maintained · Hold · $518 · article
- Oct 11, 2026 $LHX: Reiterated · Buy · $361 · article
- Oct 11, 2026 $KTOS: Reiterated · Buy · $77.00 · article
- Oct 7, 2026 $HONA: Initiated · Hold · $190 · article
- Oct 4, 2026 $BA: Maintained · Buy · $277 · article
- Oct 4, 2026 $BA: Maintained · Buy · $277
- Sep 14, 2026 $AVAV: Maintained · Buy · $326 · article
- Sep 13, 2026 $FLY: Maintained · Hold · $34.00 · article
- 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
Noah Poponak3.9★ · 47% success · +4.1% 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.