PerpEquities

Top 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★
Success65%
Excess return+12.5%
rank#465
Ratings369
ratings on stock perps190

Track record

TipRanks data via FMP
12 months3 years
Ratings176394
Stock5555
Buy / hold / sell91 / 80 / 5221 / 161 / 12
Upgrades / downgrades / initiations1 / 3 / 68 / 7 / 13
Price targets hit / missed15 / 158 (9%)122 / 266 (31%)
Avg. return after a rating (TipRanks)-24.1%+1.2%
Best / worst call+57.3% / -85.7%+309.2% / -85.7%

After buy calls: median 21-day move 0.0% · vs S&P 500 -1.0% (n = 131) · targets hit within a year 84% (n = 92)

Current calls on stock perps

StockCallTargetvs last closeDate
$RTX RTX CorporationBuy · Maintained$240+25.6%Oct 22, 2026
$GE GE AerospaceBuy · Reiterated$375+31.3%Oct 21, 2026
$BA BoeingBuy · Maintained$290+54.0%Oct 8, 2026
$AVAV AeroVironment, Inc.Buy · Reiterated$210+70.4%Sep 10, 2026
$FLY Firefly Aerospace Inc.Buy · Maintained$40.00+119.4%Aug 12, 2026
$HONA Honeywell Aerospace IncHold · Maintained$235+43.9%Aug 10, 2026
$HWM Howmet AerospaceBuy · Reiterated$350+88.3%Aug 10, 2026
$KTOS Kratos Defense & Security Solutions, Inc.Buy · Maintained$86.00+122.3%Aug 6, 2026
$GD General DynamicsBuy · Reiterated$435+24.5%Jul 30, 2026
$LMT Lockheed Martin CorporationHold · Maintained$620+2.6%Jul 28, 2026
$NOC Northrop GrummanHold · Maintained$600+8.8%Jul 23, 2026
$LHX L3Harris Technologies, Inc.Buy · Maintained$380+49.6%May 6, 2026

Recent ratings

  • Oct 22, 2026 $RTX: Maintained · Buy · $240 · article
  • Oct 22, 2026 $RTX: Maintained · Buy · $240
  • Oct 21, 2026 $GE: Reiterated · Buy · $375 · article
  • Oct 20, 2026 $GE: Maintained · Buy · $375 · article
  • Oct 8, 2026 $BA: Maintained · Buy · $290 · article
  • Oct 8, 2026 $BA: Maintained · Buy · $290
  • Sep 28, 2026 $BA: Maintained · Buy · $290 · article
  • Sep 28, 2026 $BA: Maintained · Buy · $290
  • Sep 10, 2026 $AVAV: Reiterated · Buy · $210 · article
  • Aug 12, 2026 $FLY: Maintained · Buy · $40.00 · article
  • Aug 10, 2026 $HONA: Maintained · Hold · $235 · 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 10, 2026 $HONA: Initiated · Hold · $255 · article

Seth Seifman4.8★ · 65% success · +12.5% 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.