Top analysts on stock perps · Analyst

Richard Shane (J.P. Morgan): analyst track record on stock perps

Richard Shane of J.P. Morgan 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★

Success65%

Excess return+10.9%

rank#465

Ratings503

ratings on stock perps84

Track record

TipRanks data via FMP

	12 months	3 years
Ratings	192	466
Stock	47	48
Buy / hold / sell	72 / 90 / 30	181 / 227 / 58
Upgrades / downgrades / initiations	8 / 12 / 0	17 / 20 / 0
Price targets hit / missed	64 / 119 (35%)	192 / 258 (43%)
Avg. return after a rating (TipRanks)	-8.5%	-5.8%
Best / worst call	+53.2% / -58.2%	+128.6% / -86.6%

After buy calls: median 21-day move +0.1% · vs S&P 500 -1.1% · targets hit within a year 96% (n = 77)

Current calls on stock perps

Stock	Call	Target	vs last close	Date
$RKT Rocket Companies, Inc.	Hold · Maintained	$14.00	+6.1%	Aug 10, 2026
$AXP American Express	Buy · Maintained	$400	+24.7%	Jul 27, 2026
$AGNC AGNC Investment Corp.	Hold · Maintained	$11.00	+7.9%	Jul 22, 2026
$COF Capital One	Buy · Reiterated	$246	+18.8%	Jul 22, 2026

Recent ratings

Aug 10, 2026 $RKT: Maintained · Hold · $14.00 · article
Jul 27, 2026 $AXP: Maintained · Buy · $400 · article
Jul 22, 2026 $AGNC: Maintained · Hold · $11.00 · article
Jul 22, 2026 $COF: Reiterated · Buy · $246 · article
Jul 17, 2026 $AGNC: Downgraded · Hold · $12.00 · article
Jul 13, 2026 $RKT: Reiterated · Hold · $15.50 · article
Jul 13, 2026 $COF: Reiterated · Buy · $245 · article
Jul 13, 2026 $AXP: Upgraded · Buy · $400 · article
Jun 15, 2026 $AXP: Maintained · Hold · $328 · article
Apr 24, 2026 $COF: Maintained · Buy · $215 · article
Apr 16, 2026 $AGNC: Maintained · Buy · $11.00 · article
Apr 9, 2026 $AXP: Maintained · Hold · $325 · article
Apr 9, 2026 $RKT: Maintained · Hold · $16.50 · article
Apr 9, 2026 $COF: Upgraded · Buy · $215 · article
Feb 2, 2026 $AXP: Maintained · Hold · $375 · article
Jan 28, 2026 $AGNC: Maintained · Buy · $12.00 · article
Jan 23, 2026 $AGNC: Maintained · Buy · $12.00 · article
Jan 23, 2026 $COF: Maintained · Hold · $256 · article
Jan 12, 2026 $COF: Maintained · Hold · $256 · article
Jan 12, 2026 $AXP: Maintained · Hold · $385 · article

Richard Shane4.8★ · 65% success · +10.9% 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.