Top 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.
Stars3.7★
Success39%
Excess return+13.4%
rank#3,340
Ratings33
ratings on stock perps51
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 55 | 59 |
| Stock | 18 | 18 |
| Buy / hold / sell | 40 / 15 / 0 | 43 / 16 / 0 |
| Upgrades / downgrades / initiations | 1 / 0 / 4 | 1 / 0 / 8 |
| Price targets hit / missed | 16 / 39 (29%) | 19 / 40 (32%) |
| Avg. return after a rating (TipRanks) | -15.3% | -10.9% |
| Best / worst call | +68.1% / -65.4% | +82.3% / -65.4% |
After buy calls: median 21-day move +4.7% · vs S&P 500 +2.4% (n = 33)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $SMTC Semtech Corporation | Buy · Reiterated | $215 | +62.9% | Oct 16, 2026 |
| $MRVL Marvell Technology, Inc. | Buy · Upgraded | $350 | +53.2% | Oct 7, 2026 |
| $CRDO Credo Technology Group | Buy · Reiterated | $300 | +103.7% | Oct 2, 2026 |
| $CIEN Ciena Corporation | Buy · Maintained | $400 | +24.9% | Sep 16, 2026 |
| $COHR Coherent Corp. | Buy · Reiterated | $395 | +88.7% | Aug 13, 2026 |
| $LITE Lumentum Holdings Inc. | Hold · Maintained | $820 | +8.4% | Aug 12, 2026 |
| $MTSI MACOM Technology Solutions Holdings, Inc. | Buy · Reiterated | $380 | +60.9% | Aug 7, 2026 |
| $ALAB Astera Labs, Inc. | Hold · Maintained | $375 | +45.8% | Aug 5, 2026 |
| $ANET Arista Networks, Inc. | Buy · Reiterated | $250 | +45.0% | Aug 4, 2026 |
Recent ratings
- Oct 16, 2026 $SMTC: Reiterated · Buy · $215 · article
- Oct 7, 2026 $MRVL: Upgraded · Buy · $350 · article
- Oct 6, 2026 $MRVL: Upgraded · Buy · $350 · article
- Oct 6, 2026 $MRVL: Upgraded · Buy · $350
- Oct 2, 2026 $CRDO: Reiterated · Buy · $300 · article
- Oct 2, 2026 $CRDO: Reiterated · Buy · $300
- Sep 16, 2026 $CIEN: Maintained · Buy · $400 · article
- Sep 16, 2026 $CIEN: Maintained · Buy · $400
- 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 26, 2026 $SMTC: Reiterated · Buy · $215 · 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
Sean O'Loughlin3.7★ · 39% success · +13.4% 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.