PerpEquitiesTop analysts on stock perps · Analyst
Seth Seifman (J.P. Morgan): analyst track record on stock perps
Seth Seifman 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★
Success67%
Excess return+14.2%
rank#407
Ratings364
ratings on stock perps162
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 155 | 372 |
| Stock | 55 | 55 |
| Buy / hold / sell | 83 / 68 / 4 | 213 / 148 / 11 |
| Upgrades / downgrades / initiations | 1 / 2 / 8 | 9 / 6 / 13 |
| Price targets hit / missed | 18 / 134 (12%) | 136 / 230 (37%) |
| Avg. return after a rating (TipRanks) | -20.9% | +7.5% |
| Best / worst call | +68.6% / -80.9% | +322.1% / -80.9% |
After buy calls: median 21-day move +0.2% · vs S&P 500 -0.6% · targets hit within a year 82% (n = 149)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $AVAV AeroVironment, Inc. | Buy · Reiterated | $210 | +42.8% | Sep 10, 2026 |
| $FLY Firefly Aerospace Inc. | Buy · Maintained | $40.00 | +91.4% | Aug 12, 2026 |
| $HWM Howmet Aerospace | Buy · Reiterated | $350 | +53.6% | Aug 10, 2026 |
| $KTOS Kratos Defense & Security Solutions, Inc. | Buy · Maintained | $86.00 | +83.1% | Aug 6, 2026 |
| $GD General Dynamics | Buy · Reiterated | $435 | +22.8% | Jul 30, 2026 |
| $BA Boeing | Buy · Reiterated | $290 | +41.6% | Jul 29, 2026 |
| $LMT Lockheed Martin Corporation | Hold · Maintained | $620 | +17.0% | Jul 28, 2026 |
| $RTX RTX Corporation | Buy · Maintained | $240 | +21.1% | Jul 28, 2026 |
| $NOC Northrop Grumman | Hold · Maintained | $600 | +15.6% | Jul 23, 2026 |
| $GE GE Aerospace | Buy · Maintained | $400 | +23.4% | Jul 20, 2026 |
Recent ratings
- Sep 10, 2026 $AVAV: Reiterated · Buy · $210 · article
- Aug 12, 2026 $FLY: Maintained · Buy · $40.00 · article
- Aug 10, 2026 $HWM: Reiterated · Buy · $350 · article
- Aug 6, 2026 $KTOS: Maintained · Buy · $86.00 · article
- Jul 30, 2026 $GD: Reiterated · Buy · $435 · article
- Jul 28, 2026 $LMT: Maintained · Hold · $620 · article
- Jul 28, 2026 $RTX: Maintained · Buy · $240 · article
- Jul 29, 2026 $BA: Reiterated · Buy · $290 · article
- Jul 23, 2026 $NOC: Maintained · Hold · $600 · article
- Jul 20, 2026 $GE: Maintained · Buy · $400 · article
- Jul 2, 2026 $AVAV: Maintained · Buy · $200 · article
- Jun 15, 2026 $KTOS: Upgraded · Buy · $82.00 · article
- May 11, 2026 $HWM: Reiterated · Buy · $310 · article
- May 6, 2026 $FLY: Maintained · Buy · $40.00 · article
- May 6, 2026 $NOC: Maintained · Hold · $635 · article
- May 6, 2026 $LMT: Maintained · Hold · $605 · article
- Apr 30, 2026 $GD: Maintained · Buy · $400 · article
- Apr 22, 2026 $BA: Maintained · Buy · $270 · article
- Apr 13, 2026 $GE: Maintained · Buy · $335 · article
- Apr 13, 2026 $BA: Maintained · Buy · $270 · article
Seth Seifman4.8★ · 67% success · +14.2% 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.