PerpEquities

Top analysts on stock perps · Analyst

Tim Savageaux (Northland Securities): analyst track record on stock perps

Tim Savageaux of Northland Securities on companies with stock perpetual futures: star rating, success rate, price-target accuracy, current calls and the measured perp reaction after each rating.

Stars5★
Success58%
Excess return+43.5%
rank#49
Ratings489
ratings on stock perps154

Track record

TipRanks data via FMP
12 months3 years
Ratings126296
Stock3135
Buy / hold / sell108 / 18 / 0251 / 45 / 0
Upgrades / downgrades / initiations4 / 5 / 017 / 8 / 4
Price targets hit / missed30 / 94 (24%)123 / 163 (43%)
Avg. return after a rating (TipRanks)-13.2%+84.4%
Best / worst call+414.7% / -76.8%+1,731.4% / -100.0%

After buy calls: median 21-day move +7.6% · vs S&P 500 +5.1% (n = 116) · targets hit within a year 85% (n = 68)

Current calls on stock perps

StockCallTargetvs last closeDate
$FN FabrinetBuy · Reiterated$800+154.0%Sep 23, 2026
$CIEN Ciena CorporationBuy · Reiterated$550+71.7%Sep 17, 2026
$COHR Coherent Corp.Hold · Reiterated$280+33.8%Aug 13, 2026
$AAOI Applied Optoelectronics, Inc.Hold · Maintained$120+77.8%Aug 7, 2026
$MTSI MACOM Technology Solutions Holdings, Inc.Buy · Reiterated$450+90.5%Aug 7, 2026
$OUST Ouster, Inc.Buy · Reiterated$60.00+102.1%Aug 7, 2026
$AXTI AXT, Inc.Buy · Reiterated$125+140.0%Jul 30, 2026
$MXL MaxLinear, Inc.Buy · Reiterated$110+73.3%Jul 24, 2026
$NOK Nokia OyjBuy · Reiterated$20.00+145.7%Jul 24, 2026
$LITE Lumentum Holdings Inc.Buy · Reiterated$1,000+32.2%May 6, 2026

Recent ratings

  • Sep 23, 2026 $FN: Reiterated · Buy · $800 · article
  • Sep 17, 2026 $CIEN: Reiterated · Buy · $550 · article
  • Sep 17, 2026 $CIEN: Maintained · Buy · $550 · article
  • Sep 4, 2026 $CIEN: Reiterated · Buy · $500 · article
  • Aug 19, 2026 $CIEN: Upgraded · Buy · $500 · article
  • Aug 18, 2026 $FN: Reiterated · Buy · $800 · article
  • Aug 13, 2026 $COHR: Reiterated · Hold · $280 · article
  • Aug 7, 2026 $MTSI: Reiterated · Buy · $450 · article
  • Aug 7, 2026 $OUST: Reiterated · Buy · $60.00 · article
  • Aug 7, 2026 $AAOI: Maintained · Hold · $120 · article
  • Jul 30, 2026 $AXTI: Reiterated · Buy · $125 · article
  • Jul 24, 2026 $MXL: Reiterated · Buy · $110 · article
  • Jul 24, 2026 $NOK: Reiterated · Buy · $20.00 · article
  • Jul 21, 2026 $OUST: Reiterated · Buy · $60.00 · article
  • Jul 8, 2026 $AXTI: Reiterated · Buy · $125 · article
  • Jun 25, 2026 $AXTI: Reiterated · Buy · $125 · article
  • Jun 5, 2026 $CIEN: Reiterated · Hold · $450 · article
  • May 8, 2026 $AAOI: Reiterated · Hold · $57.50 · article
  • May 8, 2026 $MTSI: Reiterated · Buy · $375 · article
  • May 7, 2026 $OUST: Reiterated · Buy · $38.00 · article

Tim Savageaux5★ · 58% success · +43.5% 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.