Analyst moves · Analyst house
Cowen & Co. analyst calls on stock perps
Every Cowen & Co. rating change and price-target move on companies with stock perpetual futures, with the measured perp reaction after each call.
Moves on record84
Moves (30d)65
Stocks covered78
Measured outcomes69
Track record
Cowen & Co. across all its coverage (TipRanks), plus the measured move of stock perps after its calls.| 12 months | 3 years | |
|---|---|---|
| Ratings | 8,326 | 22,041 |
| Analysts | 94 | 110 |
| Buy / hold / sell | 5758 / 2485 / 83 | 15081 / 6752 / 208 |
| Upgrades / downgrades / initiations | 136 / 132 / 178 | 317 / 366 / 510 |
| Price targets hit / missed | 1,962 / 5,495 (26%) | 7,408 / 12,275 (38%) |
| Avg. return after a rating (TipRanks) | +7.7% | +14.1% |
| Best / worst call | +41,006.8% / -100.0% | +41,006.8% / -100.0% |
After buy calls: median 21-day move +1.3% · vs S&P 500 -0.5% (n = 4,196) · targets hit within a year 61% (n = 2,720)
After sell calls: median 21-day move -0.6% · vs S&P 500 -2.4% (n = 46)
Analysts at Cowen & Co. covering stock perps
- Mario Mendonca4.9★ · 70% success · +16.5% excess return10 ratings on stock perps
- Matt Elkott4.8★ · 68% success · +19.0% excess return15 ratings on stock perps
- Jason Gabelman4.9★ · 67% success · +18.5% excess return235 ratings on stock perps
- Nicholas Lorusso3.9★ · 67% success · +30.5% excess return4 ratings on stock perps
- Jason Seidl5★ · 66% success · +23.9% excess return90 ratings on stock perps
- Gautam Khanna5★ · 66% success · +18.4% excess return185 ratings on stock perps
- Krish Sankar5★ · 66% success · +53.8% excess return334 ratings on stock perps
- Andrew Kligerman4.7★ · 65% success · +10.4% excess return39 ratings on stock perps
- Shelby Tucker4.8★ · 64% success · +8.9% excess return103 ratings on stock perps
- Helane Becker4.9★ · 64% success · +13.4% excess return53 ratings on stock perps
- Moshe Orenbuch4.9★ · 64% success · +20.6% excess return94 ratings on stock perps
- Joshua Buchalter5★ · 64% success · +33.7% excess return268 ratings on stock perps
TipRanks data via FMP
Cowen & Co. analyst calls on stock perps
84 moves| Stock | Analyst | Action | Target / price | vs. perp price | 1h after | 24h after | When |
|---|---|---|---|---|---|---|---|
 $VLO | Jason Gabelman4.9★ · 67% success · +18.5% excess returnJason GabelmanTD Cowen
| price target raised | $350 → $375$445 | -15.7% Short | +3.6% | +4.4% | Oct 1, 11:58 |
 $MDT | Josh Jennings4★ · 47% success · +4.5% excess returnJosh JenningsTD Cowen
| maintains Buy | $110$94.52 | +16.4% Long | pending | pending | Sep 30, 13:09 |
 $PSX | Jason Gabelman4.9★ · 67% success · +18.5% excess returnJason GabelmanTD Cowen
| price target raised | $255 → $295$293 | +0.8% Long | +0.8% | 0% | Sep 30, 11:55 |
 $DELL | Krish Sankar5★ · 66% success · +53.8% excess returnKrish SankarTD Cowen
| price target raised | $500 → $550$457 | +20.3% Long | -0.7% | -0.8% | Sep 29, 12:23 |
 $XOM | Jason Gabelman4.9★ · 67% success · +18.5% excess returnJason GabelmanTD Cowen
| price target raised | $168 → $180$180 | +0.2% Long | +0.3% | -1.3% | Sep 28, 12:30 |
 $SHEL | Jason Gabelman4.9★ · 67% success · +18.5% excess returnJason GabelmanTD Cowen
| price target raised | $107 → $115$107 | +7.6% Long | -0.1% | -2.4% | Sep 28, 12:30 |
 $CVX | Jason Gabelman4.9★ · 67% success · +18.5% excess returnJason GabelmanTD Cowen
| price target raised | $205 → $215$227 | -5.3% Short | -0.1% | -1.7% | Sep 28, 12:29 |
 $PEP | Robert Moskow2.2★ · 46% success · +0.4% excess returnRobert MoskowTD Cowen
| price target lowered | $145 → $133$132 | +0.7% Long | -0.1% | -0.7% | Sep 28, 10:08 |
 $INTC | Joshua Buchalter5★ · 64% success · +33.7% excess returnJoshua BuchalterTD Cowen
| maintains Hold | $115$89.56 | +28.4% Long | -0.6% | +0.3% | Sep 24, 13:31 |
 $OKTA | Shaul Eyal4.9★ · 62% success · +19.9% excess returnShaul EyalTD Cowen
| price target raised | $175 → $200$188 | +6.3% Long | +0.2% | +2.2% | Sep 24, 08:54 |
 $MCD | Andrew Charles4★ · 47% success · +4.9% excess returnAndrew CharlesTD Cowen
| price target lowered | $282 → $270$243 | +11.3% Long | -0.1% | -0.4% | Sep 24, 03:49 |
 $LLY | Steve Scala4.6★ · 63% success · +10.5% excess returnSteve ScalaTD Cowen
| maintains Buy | $1,250$1,257 | -0.6% Short | -1.2% | +1.3% | Sep 22, 09:28 |
 $SYK | Mathew Blackman4.2★ · 49% success · +9.8% excess returnMathew BlackmanTD Cowen
| price target lowered | $355 → $298$293 | +1.6% Long | -0.2% | +0.4% | Sep 22, 09:12 |
 $TWLO | Derrick Wood1★ · 47% success · -0.7% excess returnDerrick WoodTD Cowen
| price target raised | $260 → $300$244 | +22.8% Long | +0.2% | +5.7% | Sep 22, 08:57 |
 $SBUX | Joshua Buchalter | maintains Buy | $120$97.30 | +23.3% Long | +0.2% | +6.1% | Sep 21, 12:47 |
 $BSX | Josh Jennings4★ · 47% success · +4.5% excess returnJosh JenningsTD Cowen
| maintains Buy | $56.00$44.31 | +26.4% Long | -0.2% | +0.7% | Sep 17, 13:39 |
 $CIEN | Sean O'Loughlin4★ · 53% success · +18.9% excess returnSean O'LoughlinTD Cowen
| maintains Buy | $400$336 | +19.2% Long | +1.2% | -3.1% | Sep 17, 13:38 |
 $CRCL | Bryan Bergin0.5★ · 45% success · -2.3% excess returnBryan BerginTD Cowen
| price target raised | $87.00 → $92.00$82.23 | +11.9% Long | -0.2% | +3.9% | Sep 17, 11:31 |
 $CRM | Derrick Wood1★ · 47% success · -0.7% excess returnDerrick WoodTD Cowen
| maintains Buy | $300$240 | +25.3% Long | -0.6% | -2.2% | Sep 17, 10:18 |
 $MU | Krish Sankar5★ · 66% success · +53.8% excess returnKrish SankarTD Cowen
| maintains Buy | $1,600$879 | +82% Long | -0.6% | +2.1% | Sep 16, 12:38 |
 $FTNT | Shaul Eyal4.9★ · 62% success · +19.9% excess returnShaul EyalTD Cowen
| maintains Buy | $215$175 | +22.9% Long | pending | pending | Sep 16, 12:36 |
 $META | John Blackledge4.6★ · 53% success · +9.0% excess returnJohn BlackledgeTD Cowen
| maintains Buy | $750$709 | +5.8% Long | +0.1% | +0.2% | Sep 9, 16:50 |
 $ADBE | Derrick Wood1★ · 47% success · -0.7% excess returnDerrick WoodTD Cowen
| maintains Hold | $245$247 | -0.8% Short | -0.8% | -3.4% | Sep 9, 11:59 |
 $ORCL | Derrick Wood1★ · 47% success · -0.7% excess returnDerrick WoodTD Cowen
| maintains Buy | $240$128 | +87.1% Long | -1.2% | -2.8% | Sep 9, 11:58 |
 $AVGO | Joshua Buchalter5★ · 64% success · +33.7% excess returnJoshua BuchalterTD Cowen
| price target lowered | $500 → $475$331 | +43.7% Long | -3.7% | +0.4% | Sep 3, 12:34 |
| $DELL | Krish Sankar5★ · 66% success · +53.8% excess returnKrish SankarTD Cowen
| price target raised | $450 → $500$457 | +9.3% Long | -4.7% | +3.8% | Sep 2, 12:43 |
 $PANW | Shaul Eyal4.9★ · 62% success · +19.9% excess returnShaul EyalTD Cowen
| maintains Buy | $400$343 | +16.5% Long | +1.9% | -5.8% | Sep 2, 10:22 |
 $AON | Andrew Kligerman4.7★ · 65% success · +10.4% excess returnAndrew KligermanTD Cowen
| maintains Buy | $416$292 | +42.3% Long | pending | pending | Sep 1, 13:18 |
 $HUBS | Derrick Wood1★ · 47% success · -0.7% excess returnDerrick WoodTD Cowen
| price target raised | $220 → $285$261 | +9.1% Long | pending | pending | Sep 1, 11:36 |
| $PEP | Robert Moskow2.2★ · 46% success · +0.4% excess returnRobert MoskowTD Cowen
| maintains Hold | $145$132 | +9.8% Long | -0.1% | +0.8% | Aug 28, 10:14 |
| $MDT | Josh Jennings4★ · 47% success · +4.5% excess returnJosh JenningsTD Cowen
| price target raised | $100 → $110$94.52 | +16.4% Long | pending | pending | Aug 28, 09:09 |
 $HPQ | Krish Sankar5★ · 66% success · +53.8% excess returnKrish SankarTD Cowen
| price target raised | $26.00 → $30.00$30.03 | -0.1% Short | +4.7% | +9% | Aug 27, 12:44 |
| $CRM | Derrick Wood1★ · 47% success · -0.7% excess returnDerrick WoodTD Cowen
| price target raised | $240 → $280$240 | +16.9% Long | +8.6% | +9.5% | Aug 27, 12:34 |
 $GTLB | Derrick Wood1★ · 47% success · -0.7% excess returnDerrick WoodTD Cowen
| maintains Hold | $29.00 → $42.00$52.80 | -20.5% Short | pending | pending | Aug 27, 08:56 |
Source headlines via TheFly/StreetInsider (FMP). Reaction = venue-median perp move after our detection — an observation, not investment advice.