Analyst moves · Analyst house

J.P. Morgan analyst calls on stock perps

Every J.P. Morgan rating change and price-target move on companies with stock perpetual futures, with the measured perp reaction after each call.

Moves on record10

Moves (30d)7

Stocks covered9

Measured outcomes9

Track record

J.P. Morgan across all its coverage (TipRanks), plus the measured move of stock perps after its calls.

	12 months	3 years
Ratings	14,066	34,745
Analysts	269	342
Buy / hold / sell	7759 / 4950 / 1357	18615 / 12675 / 3455
Upgrades / downgrades / initiations	445 / 479 / 292	1,191 / 1,240 / 752
Price targets hit / missed	3,638 / 9,519 (28%)	12,855 / 19,506 (40%)
Avg. return after a rating (TipRanks)	-9.5%	+3.7%
Best / worst call	+8,230.2% / -100.0%	+14,480.3% / -100.0%

After buy calls: median 21-day move +1.6% · vs S&P 500 -0.2% (n = 5,001) · targets hit within a year 68% (n = 3,153)

After sell calls: median 21-day move +0.3% · vs S&P 500 -1.6% (n = 419)

Bram Kaplan2★ · 100% success · +28.7% excess return4 ratings on stock perps
Brendan Biles1.8★ · 100% success · +5.2% excess return1 ratings on stock perps
Drew Chamberlain4.7★ · 79% success · +59.5% excess return12 ratings on stock perps
Andrew J Dietrich1.8★ · 78% success · +0.9% excess return12 ratings on stock perps
Alexander Hess3.7★ · 74% success · +13.6% excess return33 ratings on stock perps
Philip Spain3.4★ · 74% success · +9.8% excess return6 ratings on stock perps
Stephanie Yee4.1★ · 71% success · +17.4% excess return6 ratings on stock perps
William Yang CFA3.6★ · 71% success · +38.4% excess return1 ratings on stock perps
Katherine Lei4.7★ · 71% success · +17.8% excess return19 ratings on stock perps
Samik Chatterjee5★ · 71% success · +49.5% excess return680 ratings on stock perps
Benjamin Rossi3.8★ · 70% success · +13.0% excess return10 ratings on stock perps
Kian Abouhossein5★ · 70% success · +23.5% excess return44 ratings on stock perps

TipRanks data

10 moves

Stock	Analyst	Action	Target / price	vs. perp price	1h after	24h after	When
$TMUS	Sebastiano Petti4.1★ · 53% success · +7.7% excess return	price target lowered	$260 → $235$159	+47.8% Long	+1.1%	-0.1%	Oct 29, 08:55
$BA	Seth Seifman4.8★ · 65% success · +12.9% excess return	price target lowered	$290 → $240$177	+35.3% Long	+0.3%	+0.1%	Oct 27, 19:55
$STX	Joseph Cardoso2.3★ · 45% success · +1.2% excess return	price target lowered	$1,240 → $1,050$538	+95.1% Long	+4.1%	+5.3%	Oct 20, 12:05
$CARR	Julian Mitchell4.9★ · 62% success · +14.7% excess return	coverage initiated at Hold	$79.00 → $61.00$56.01	+8.9% Long	0%	+0.1%	Oct 9, 14:16
$GEV	Julian Mitchell4.9★ · 62% success · +14.7% excess return	price target lowered	$1,250 → $1,150$816	+40.9% Long	-0.1%	-1.1%	Oct 9, 14:16
$TT	Julian Mitchell4.9★ · 62% success · +14.7% excess return	upgrade to Buy	$585 → $550$477	+15.3% Long	pending	pending	Oct 9, 14:15
$GILD	Chris Schott4.6★ · 61% success · +7.8% excess return	price target raised	$160 → $170$174	-2.3% Short	+2.4%	+2.4%	Oct 7, 11:37
$NKE	Matthew Boss4.3★ · 51% success · +6.0% excess return	price target lowered	$40.00 → $33.00$40.51	-18.5% Short	+0.1%	+0.6%	Oct 2, 08:15
$TMUS	Sebastiano Petti4.1★ · 53% success · +7.7% excess return	price target lowered	$275 → $260$159	+63.5% Long	-2%	-1.9%	Sep 21, 10:36
$META	Doug Anmuth4.6★ · 53% success · +8.4% excess return	upgrade to Buy	$640 → $820$626	+31% Long	+0.1%	0%	Sep 10, 07:55

Source headlines via TheFly/StreetInsider. Reaction = venue-median perp move after our detection — an observation, not investment advice.

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