Analyst moves · Analyst house

Piper Sandler analyst calls on stock perps

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

Moves on record80

Moves (30d)34

Stocks covered70

Measured outcomes61

Track record

Piper Sandler across all its coverage (TipRanks), plus the measured move of stock perps after its calls.

	12 months	3 years
Ratings	5,397	15,230
Analysts	48	66
Buy / hold / sell	3545 / 1774 / 78	9692 / 5143 / 395
Upgrades / downgrades / initiations	121 / 99 / 206	294 / 300 / 512
Price targets hit / missed	1,486 / 3,867 (28%)	5,855 / 9,110 (39%)
Avg. return after a rating (TipRanks)	-11.8%	+2.5%
Best / worst call	+437.7% / -100.0%	+2,705.0% / -100.0%

After buy calls: median 21-day move +0.9% · vs S&P 500 -0.6% (n = 2,398) · targets hit within a year 61% (n = 1,610)

After sell calls: median 21-day move -3.1% · vs S&P 500 -2.4% (n = 76)

Analysts at Piper Sandler covering stock perps

Brad Capuzzi4.2★ · 100% success · +39.7% excess return7 ratings on stock perps
David O'Connor4.4★ · 88% success · +38.3% excess return18 ratings on stock perps
Sumeet Mody4.9★ · 82% success · +33.5% excess return2 ratings on stock perps
Harsh Kumar5★ · 73% success · +46.4% excess return190 ratings on stock perps
Paul Newsome5★ · 72% success · +13.4% excess return101 ratings on stock perps
Bill Carcache4.9★ · 68% success · +17.9% excess return23 ratings on stock perps
Rob Owens5★ · 64% success · +22.8% excess return264 ratings on stock perps
Patrick Moley4.9★ · 64% success · +27.7% excess return240 ratings on stock perps
Richard Repetto4.6★ · 64% success · +11.9% excess return1 ratings on stock perps
Scott Siefers4.8★ · 63% success · +13.7% excess return167 ratings on stock perps
Billy Fitzsimmons4.2★ · 62% success · +13.3% excess return63 ratings on stock perps
Ryan Todd4.9★ · 62% success · +14.7% excess return226 ratings on stock perps

TipRanks data via FMP

Piper Sandler analyst calls on stock perps

80 moves

Stock	Analyst	Action	Target / price	vs. perp price	1h after	24h after	When
$NOW	Rob Owens5★ · 64% success · +22.8% excess return	price target raised	$140 → $175$142	+23.5% Long	+0.6%	-5.9%	Oct 16, 11:43
$RDW	Clarke Jeffries0.6★ · 44% success · -2.7% excess return	coverage initiated at Neutral	$11.00$8.42	+30.6% Long	-0.5%	+7.9%	Oct 15, 08:48
$UNH	Jessica Tassan0.7★ · 43% success · -2.3% excess return	price target raised	$502 → $504$402	+25.5% Long	0%	+4.5%	Oct 14, 10:45
$ASTS	Alexander Potter4.7★ · 46% success · +16.3% excess return	downgrade to Neutral	$98.00 → $54.00$41.08	+31.5% Long	+0.2%	-5.2%	Oct 13, 06:37
$SPG	Alexander Goldfarb2.3★ · 45% success · +0.5% excess return	price target lowered	$285 → $254$199	+27.4% Long	pending	pending	Oct 12, 11:07
$PEP	Michael Lavery4.1★ · 50% success · +4.4% excess return	price target lowered	$176 → $140$132	+5.9% Long	-1.7%	-1.3%	Oct 9, 11:26
$AGNC	Crispin Love3.9★ · 48% success · +5.2% excess return	price target lowered	$12.00 → $10.00$8.67	+15.3% Long	-0.6%	pending	Oct 9, 11:21
$GNRC	Dimple Gosai0★ · 55% success · -35.6% excess return	coverage initiated at Overweight	$248 → $303$192	+58.2% Long	+1%	+2.6%	Oct 8, 07:56
$SPOT	James Callahan CFA2.9★ · 49% success · +4.7% excess return	coverage initiated at Neutral	$540$528	+2.2% Long	-0.1%	+2.9%	Oct 8, 07:54
$MRVL	David O'Connor4.4★ · 88% success · +38.3% excess return	price target raised	$270 → $400$228	+75.2% Long	-0.5%	-1.4%	Oct 7, 09:06
$U	James Callahan CFA2.9★ · 49% success · +4.7% excess return	maintains Overweight	$55.00$41.44	+32.7% Long	+4.5%	+5.8%	Oct 5, 12:45
$SHOP	–	maintains Overweight	–$171	–	+3.4%	+8.6%	Oct 5, 12:44
$APP	James Callahan CFA2.9★ · 49% success · +4.7% excess return	maintains Neutral	$325$266	+22.2% Long	+2.1%	+0.1%	Oct 2, 12:31
$NKE	Anna Andreeva0.1★ · 37% success · -6.2% excess return	price target lowered	$38.00 → $28.00$37.22	-24.8% Short	+2.1%	+5.2%	Oct 2, 10:59
$COIN	Patrick Moley4.9★ · 64% success · +27.7% excess return	price target raised	$146 → $170$173	-2% Short	+0.2%	-5.5%	Oct 2, 10:53
$CI	Jessica Tassan0.7★ · 43% success · -2.3% excess return	price target raised	$346 → $370$268	+38.1% Long	pending	pending	Oct 2, 10:47
$OKLO	Dimple Gosai0★ · 55% success · -35.6% excess return	maintains Overweight	$55.00$27.86	+97.5% Long	-1.3%	-1.5%	Oct 1, 13:39
$MDB	Rob Owens5★ · 64% success · +22.8% excess return	maintains Overweight	$470$338	+38.9% Long	+5.8%	+4.4%	Sep 30, 12:49
$NXT	Dimple Gosai0★ · 55% success · -35.6% excess return	price target lowered	$116 → $110$80.29	+37% Long	-0.5%	-2.2%	Sep 30, 11:02
$FSLR	Dimple Gosai0★ · 55% success · -35.6% excess return	price target lowered	$260 → $251$172	+45.9% Long	+0.8%	-0.7%	Sep 30, 11:01
$MSFT	Billy Fitzsimmons4.2★ · 62% success · +13.3% excess return	price target raised	$550 → $610$529	+15.4% Long	+0.3%	+2.1%	Sep 30, 10:58
$MA	Bill Carcache4.9★ · 68% success · +17.9% excess return	price target raised	$597 → $710$610	+16.4% Long	+0.1%	0%	Sep 28, 12:16
$TRV	Paul Newsome5★ · 72% success · +13.4% excess return	price target raised	$340 → $405$363	+11.6% Long	pending	pending	Sep 28, 11:06
$PWR	Dimple Gosai0★ · 55% success · -35.6% excess return	price target lowered	$731 → $714$630	+13.4% Long	-3.1%	-0.3%	Sep 28, 10:54
$COF	Bill Carcache4.9★ · 68% success · +17.9% excess return	price target raised	$254 → $260$200	+29.8% Long	-0.3%	0%	Sep 28, 10:50
$NKE	Anna Andreeva0.1★ · 37% success · -6.2% excess return	price target lowered	$45.00 → $38.00$37.22	+2.1% Long	-0.3%	+2.8%	Sep 28, 10:48
$ILMN	David Westenberg4.8★ · 58% success · +19.6% excess return	price target raised	$225 → $305$266	+14.8% Long	+0.8%	+2.1%	Sep 28, 10:46
$ADSK	Billy Fitzsimmons⚠	coverage initiated at Overweight	$300$242	+24.2% Long	-1.1%	-0.5%	Sep 28, 10:41
$AKAM	James Fish4.7★ · 57% success · +13.2% excess return	price target raised	$125 → $158$87.44	+80.7% Long	-1.1%	-3.4%	Sep 25, 11:14
$META	Thomas Champion4.3★ · 51% success · +6.4% excess return	price target raised	$785 → $875$710	+23.2% Long	+0.1%	-4.1%	Sep 25, 07:48
$SOUN	James Fish4.7★ · 57% success · +13.2% excess return	price target lowered	$7.00 → $6.00$6.17	-2.8% Short	pending	pending	Sep 22, 10:55
$MSI	James Fish4.7★ · 57% success · +13.2% excess return	price target raised	$530 → $531$461	+15.1% Long	pending	pending	Sep 22, 10:53
$CSCO	James Fish4.7★ · 57% success · +13.2% excess return	price target lowered	$132 → $125$108	+16% Long	-3.1%	-4.1%	Sep 22, 10:53
$CL	Michael Lavery4.1★ · 50% success · +4.4% excess return	price target lowered	$98.00 → $95.00$87.47	+8.6% Long	pending	pending	Sep 21, 10:50
$OSCR	Jessica Tassan0.7★ · 43% success · -2.3% excess return	price target raised	$36.00 → $48.00$32.04	+49.8% Long	+0.7%	-1.6%	Sep 17, 11:20
$FLNC	Dimple Gosai0★ · 55% success · -35.6% excess return	price target lowered	$6.00 → $5.00$5.91	-15.4% Short	-1.1%	+8.2%	Sep 17, 10:43
$KO	Michael Lavery4.1★ · 50% success · +4.4% excess return	maintains Overweight	$95.00$93.90	+1.2% Long	-0.4%	-0.5%	Sep 16, 12:26
$BMY	David Amsellem4.9★ · 59% success · +14.8% excess return	price target raised	$75.00 → $82.00$59.85	+37% Long	pending	pending	Sep 16, 11:07
$AMD	David O'Connor4.4★ · 88% success · +38.3% excess return	maintains Overweight	$600$532	+12.8% Long	-0.1%	+4.5%	Sep 15, 15:03
$ADBE	Billy Fitzsimmons4.2★ · 62% success · +13.3% excess return	price target raised	$240 → $250$247	+1.2% Long	-0.1%	+6.5%	Sep 11, 10:34
$NVDA	David O'Connor4.4★ · 88% success · +38.3% excess return	coverage initiated at Overweight	$74.50 → $300$215	+39.5% Long	-0.1%	-1.8%	Sep 9, 20:23
$AVGO	Analyst not disclosed	coverage initiated at Overweight	$460$331	+39% Long	-0.3%	-1%	Sep 9, 20:16
$QCOM	David O'Connor4.4★ · 88% success · +38.3% excess return	coverage initiated at Neutral	$120 → $190$172	+10.5% Long	0%	+0.2%	Sep 9, 20:15
$AMD	Analyst not disclosed	coverage initiated at Overweight⚠	$600$532	+12.8% Long	-0.2%	-3.2%	Sep 9, 20:15
$INTC	David O'Connor4.4★ · 88% success · +38.3% excess return	coverage initiated at Neutral	$60.00 → $110$89.64	+22.7% Long	-0.2%	-5.2%	Sep 9, 20:14
$MRVL	David O'Connor4.4★ · 88% success · +38.3% excess return	coverage initiated at Overweight⚠	$270$228	+18.3% Long	-0.1%	-2.8%	Sep 9, 20:14
$ARM	Analyst not disclosed	coverage initiated at Overweight	$320$227	+41% Long	-0.4%	-4.2%	Sep 9, 20:12
$FSLR	Dimple Gosai0★ · 55% success · -35.6% excess return	coverage initiated at Overweight	$260$172	+51.1% Long	-0.7%	-5.4%	Sep 9, 10:20
$PWR	Analyst not disclosed	coverage initiated at Overweight	$731$630	+16.1% Long	pending	pending	Sep 8, 21:10
$FLNC	Analyst not disclosed	coverage initiated at Underweight	$6.00$5.91	+1.5% Long	-0.5%	-7.6%	Sep 8, 21:09

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

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