Top analysts on stock perps · Analyst
Thomas O'Malley (Barclays): analyst track record on stock perps
Thomas O'Malley of Barclays on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.
Stars5★
Success57%
Excess return+37.4%
rank#56
Ratings495
ratings on stock perps581
Track record
TipRanks data via FMP| 12 months | 3 years | |
|---|---|---|
| Ratings | 319 | 710 |
| Stock | 75 | 75 |
| Buy / hold / sell | 190 / 112 / 17 | 404 / 257 / 49 |
| Upgrades / downgrades / initiations | 17 / 7 / 4 | 24 / 11 / 9 |
| Price targets hit / missed | 125 / 192 (39%) | 465 / 243 (66%) |
| Avg. return after a rating (TipRanks) | +11.3% | +121.5% |
| Best / worst call | +490.6% / -90.3% | +3,231.5% / -90.3% |
After buy calls: median 21-day move +3.4% · vs S&P 500 +2.3% (n = 309) · targets hit within a year 90% (n = 191)
After sell calls: median 21-day move +8.3% · vs S&P 500 +6.2% (n = 45)
Current calls on stock perps
| Stock | Call | Target | vs last close | Date |
|---|---|---|---|---|
| $NVDA NVIDIA Corporation | Buy · Maintained | $275 | +30.4% | Oct 26, 2026 |
| $LRCX Lam Research Corporation | Hold · Maintained | $335 | +45.6% | Oct 22, 2026 |
| $TXN Texas Instruments Incorporated | Hold · Maintained | $280 | -1.6% | Oct 22, 2026 |
| $STX Seagate Technology Holdings plc | Buy · Maintained | $1,250 | +98.3% | Oct 21, 2026 |
| $WDC Western Digital Corporation | Buy · Maintained | $620 | +80.4% | Oct 21, 2026 |
| $PENG Penguin Solutions, Inc. | Sell · Maintained | $60.00 | +12.3% | Oct 7, 2026 |
| $MRVL Marvell Technology, Inc. | Buy · Maintained | $320 | +40.0% | Oct 6, 2026 |
| $CBRS Cerebras Systems Inc. | Buy · Maintained | $280 | +152.7% | Oct 5, 2026 |
| $MU Micron Technology, Inc. | Buy · Maintained | $2,000 | +127.9% | Oct 1, 2026 |
| $ON ON Semiconductor Corporation | Hold · Maintained | $100 | +38.4% | Sep 21, 2026 |
| $QCOM QUALCOMM Incorporated | Sell · Maintained | $180 | +2.3% | Sep 9, 2026 |
| $AVGO Broadcom Inc. | Buy · Maintained | $500 | +55.4% | Sep 3, 2026 |
| $CRDO Credo Technology Group | Buy · Maintained | $300 | +103.7% | Sep 1, 2026 |
| $ADI Analog Devices, Inc. | Buy · Maintained | $450 | +15.1% | Aug 19, 2026 |
| $SNDK Sandisk Corporation | Buy · Maintained | $2,300 | +85.8% | Aug 14, 2026 |
| $AMAT Applied Materials, Inc. | Buy · Maintained | $590 | +56.4% | Aug 13, 2026 |
| $COHR Coherent Corp. | Buy · Maintained | $350 | +67.2% | Aug 13, 2026 |
| $LITE Lumentum Holdings Inc. | Buy · Maintained | $1,000 | +32.2% | Aug 11, 2026 |
| $MCHP Microchip Technology Incorporated | Hold · Maintained | $105 | +41.8% | Aug 7, 2026 |
| $MTSI MACOM Technology Solutions Holdings, Inc. | Buy · Maintained | $450 | +90.5% | Aug 7, 2026 |
| $SITM SiTime Corporation | Buy · Maintained | $850 | +84.7% | Aug 6, 2026 |
| $ALAB Astera Labs, Inc. | Hold · Maintained | $325 | +26.4% | Aug 5, 2026 |
| $AMD Advanced Micro Devices, Inc. | Buy · Maintained | $665 | +28.7% | Aug 5, 2026 |
| $ARM Arm Holdings plc | Buy · Maintained | $360 | +71.2% | Jul 30, 2026 |
| $KLAC KLA Corporation | Buy · Maintained | $225 | +54.5% | Jul 30, 2026 |
| $NXPI NXP Semiconductors N.V. | Buy · Maintained | $340 | +44.7% | Jul 29, 2026 |
| $SWKS Skyworks Solutions, Inc. | Buy · Maintained | $70.00 | -16.1% | Jul 29, 2026 |
| $INTC Intel Corporation | Hold · Maintained | $100 | +15.0% | Jul 24, 2026 |
Recent ratings
- Oct 26, 2026 $NVDA: Maintained · Buy · $275 · article
- Oct 22, 2026 $LRCX: Maintained · Hold · $335 · article
- Oct 22, 2026 $TXN: Maintained · Hold · $280 · article
- Oct 21, 2026 $STX: Maintained · Buy · $1,250 · article
- Oct 21, 2026 $WDC: Maintained · Buy · $620 · article
- Oct 21, 2026 $WDC: Maintained · Buy · $620
- Oct 21, 2026 $STX: Maintained · Buy · $1,250
- Oct 7, 2026 $PENG: Maintained · Sell · $60.00 · article
- Oct 7, 2026 $PENG: Maintained · Sell · $60.00
- Oct 6, 2026 $MRVL: Maintained · Buy · $320 · article
- Oct 5, 2026 $CBRS: Maintained · Buy · $280 · article
- Oct 5, 2026 $CBRS: Maintained · Buy · $280
- Oct 1, 2026 $MU: Maintained · Buy · $2,000 · article
- Oct 1, 2026 $NVDA: Maintained · Buy · $275 · article
- Sep 21, 2026 $ON: Maintained · Hold · $100 · article
- Sep 21, 2026 $ON: Maintained · Hold · $100
- Sep 17, 2026 $ON: Maintained · Hold · $100 · article
- Sep 17, 2026 $ON: Maintained · Hold · $100
- Sep 9, 2026 $QCOM: Maintained · Sell · $180 · article
- Sep 3, 2026 $AVGO: Maintained · Buy · $500 · article
Thomas O'Malley5★ · 57% success · +37.4% 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.