PerpEquitiesTop analysts on stock perps · Analyst
Sean O'Loughlin (TD Cowen): analyst track record on stock perps
Sean O'Loughlin of TD Cowen on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.
Stars3.8★
Success57%
Excess return+16.6%
rank#2,933
Ratings30
ratings on stock perps36
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 49 | 49 |
| Stock | 16 | 16 |
| Buy / hold / sell | 35 / 14 / 0 | 35 / 14 / 0 |
| Upgrades / downgrades / initiations | 0 / 0 / 8 | 0 / 0 / 8 |
| Price targets hit / missed | 18 / 31 (37%) | 18 / 31 (37%) |
| Avg. return after a rating (TipRanks) | -2.8% | -2.8% |
| Best / worst call | +112.2% / -65.4% | +112.2% / -65.4% |
After buy calls: median 21-day move +2.3% · vs S&P 500 +1.9% · targets hit within a year – (n = 28)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $CIEN Ciena Corporation | Buy · Reiterated | $400 | +19.6% | Sep 3, 2026 |
| $CRDO Credo Technology Group | Buy · Reiterated | $300 | +87.1% | Sep 1, 2026 |
| $MRVL Marvell Technology, Inc. | Hold · Reiterated | $245 | +7.9% | Aug 28, 2026 |
| $COHR Coherent Corp. | Buy · Reiterated | $395 | +34.7% | Aug 13, 2026 |
| $LITE Lumentum Holdings Inc. | Hold · Maintained | $820 | -12.4% | Aug 12, 2026 |
| $MTSI MACOM Technology Solutions Holdings, Inc. | Buy · Reiterated | $380 | +39.5% | Aug 7, 2026 |
| $ALAB Astera Labs, Inc. | Hold · Maintained | $375 | +31.8% | Aug 5, 2026 |
| $ANET Arista Networks, Inc. | Buy · Reiterated | $250 | +32.3% | Aug 4, 2026 |
| $INTC Intel Corporation | Hold · Maintained | $75.00 | -25.2% | Apr 23, 2026 |
Recent ratings
- Sep 3, 2026 $CIEN: Reiterated · Buy · $400 · article
- Sep 1, 2026 $CRDO: Reiterated · Buy · $300 · article
- Aug 28, 2026 $MRVL: Reiterated · Hold · $245 · article
- Aug 18, 2026 $CIEN: Maintained · Buy · $575 · article
- Aug 18, 2026 $CRDO: Maintained · Buy · $300 · article
- Aug 18, 2026 $MRVL: Maintained · Hold · $225 · article
- Aug 13, 2026 $COHR: Reiterated · Buy · $395 · article
- Aug 12, 2026 $LITE: Maintained · Hold · $820 · article
- Aug 7, 2026 $MTSI: Reiterated · Buy · $380 · article
- Aug 5, 2026 $ALAB: Maintained · Hold · $375 · article
- Aug 4, 2026 $ANET: Reiterated · Buy · $250 · article
- Jul 13, 2026 $ALAB: Maintained · Hold · $425 · article
- Jul 13, 2026 $ANET: Maintained · Buy · $210 · article
- Jul 13, 2026 $LITE: Maintained · Hold · $800 · article
- Jun 5, 2026 $CIEN: Reiterated · Buy · $675 · article
- Jun 2, 2026 $CRDO: Reiterated · Buy · $260 · article
- May 15, 2026 $CIEN: Maintained · Buy · $675 · article
- May 8, 2026 $MTSI: Reiterated · Buy · $380 · article
- May 7, 2026 $COHR: Reiterated · Buy · $395 · article
- May 6, 2026 $ANET: Maintained · Buy · $200 · article
Sean O'Loughlin3.8★ · 57% success · +16.6% 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.