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 = 2,402) · targets hit within a year 61% (n = 1,611)

After sell calls: median 21-day move -3.5% · vs S&P 500 -2.8% (n = 78)

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★ · 73% success · +13.7% 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
Richard Repetto4.6★ · 64% success · +11.9% excess return1 ratings on stock perps
Patrick Moley4.9★ · 64% success · +26.9% excess return240 ratings on stock perps
Scott Siefers4.8★ · 64% success · +13.8% 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
$OKLO	Analyst not disclosed	coverage initiated at Overweight	$55.00$27.86	+97.5% Long	+0.3%	-2%	Sep 8, 20:04
$SHOP	–	price target raised	$172 → $180$171	+5.1% Long	0%	-5%	Sep 8, 11:21
$IOT	James Fish4.7★ · 57% success · +13.2% excess return	price target raised	$40.00 → $46.00$39.26	+17.2% Long	0%	pending	Sep 4, 10:42
$LULU	Anna Andreeva0.1★ · 38% success · -5.7% excess return	price target lowered	$110 → $80.00$96.85	-17.4% Short	0%	-15.9%	Sep 4, 10:36
$ZS	Rob Owens5★ · 64% success · +22.8% excess return	price target raised	$160 → $175$206	-15.1% Short	-1.7%	-2.9%	Sep 4, 10:34
$HPE	James Fish4.7★ · 57% success · +13.2% excess return	price target lowered	$63.00 → $57.00$54.66	+4.3% Long	-1.3%	+8%	Sep 3, 10:52
$BIIB	David Amsellem4.9★ · 59% success · +14.5% excess return	price target raised	$225 → $245$234	+4.5% Long	-0.3%	+0.9%	Sep 3, 10:46
$SNOW	Rob Owens5★ · 64% success · +22.8% excess return	price target raised	$320 → $450$306	+47.3% Long	-0.3%	-5.7%	Sep 3, 10:45
$XOM	John Royall4.5★ · 60% success · +11.2% excess return	price target raised	$158 → $185$180	+2.9% Long	+0.1%	-2%	Sep 3, 10:44
$VLO	John Royall4.5★ · 60% success · +11.2% excess return	price target raised	$329 → $435$444	-2.1% Short	pending	pending	Sep 3, 10:43
$TTE	–	price target raised	$84.00 → $93.00$90.22	+3.1% Long	pending	pending	Sep 3, 10:43
$SHEL	John Royall4.5★ · 60% success · +11.2% excess return	price target raised	$89.00 → $100$106	-6% Short	pending	pending	Sep 3, 10:43
$PSX	John Royall4.5★ · 60% success · +11.2% excess return	price target raised	$209 → $264$293	-9.8% Short	pending	pending	Sep 3, 10:42
$MPC	John Royall4.5★ · 60% success · +11.2% excess return	price target raised	$344 → $462$475	-2.8% Short	pending	pending	Sep 3, 10:42
$CVX	John Royall4.5★ · 60% success · +11.2% excess return	price target raised	$207 → $243$227	+7% Long	+1.5%	-4.4%	Sep 3, 10:42
$PANW	Rob Owens5★ · 64% success · +22.8% excess return	price target raised	$345 → $410$343	+19.5% Long	+0.4%	-6.8%	Sep 2, 10:41
$MDB	Rob Owens5★ · 64% success · +22.8% excess return	price target raised	$400 → $470$338	+38.9% Long	+3.4%	+3.3%	Sep 2, 10:38
$GTLB	Rob Owens5★ · 64% success · +22.8% excess return	price target raised	$28.00 → $52.00$52.86	-1.6% Short	+0.6%	-7.6%	Sep 2, 10:36
$DELL	James Fish4.7★ · 57% success · +13.2% excess return	price target raised	$497 → $558$457	+22% Long	-0.2%	+4.3%	Sep 2, 08:26
$RCAT	Clarke Jeffries0.6★ · 44% success · -2.7% excess return	coverage initiated at Neutral	$9.00$8.34	+7.9% Long	-1.7%	+1.3%	Sep 2, 07:53
$HOOD	Patrick Moley4.9★ · 64% success · +26.9% excess return	price target raised	$135 → $145$98.50	+47.2% Long	-0.6%	+7.3%	Sep 2, 07:52
$AON	Paul Newsome5★ · 73% success · +13.7% excess return	price target lowered	$391 → $349$293	+19.2% Long	pending	pending	Sep 1, 11:02
$TEM	David Westenberg4.8★ · 58% success · +19.6% excess return	upgrade to Overweight	$56.00 → $76.00$64.31	+18.2% Long	+0.9%	-4.9%	Sep 1, 09:15
$S	Rob Owens5★ · 64% success · +22.8% excess return	price target raised	$15.00 → $20.00$22.71	-11.9% Short	pending	pending	Aug 28, 11:07
$RBRK	James Fish4.7★ · 57% success · +13.2% excess return	price target raised	$91.00 → $114$112	+1.7% Long	+1%	-7%	Aug 28, 11:06
$ADSK	Clarke Jeffries0.6★ · 44% success · -2.7% excess return	price target lowered	$369 → $338$242	+39.9% Long	-0.6%	+1.8%	Aug 28, 11:05
$ESTC	Rob Owens5★ · 64% success · +22.8% excess return	price target raised	$85.00 → $130$83.74	+55.2% Long	pending	pending	Aug 28, 11:01
$CRWD	Rob Owens5★ · 64% success · +22.8% excess return	price target raised	$188 → $240$228	+5.3% Long	+0.4%	+10.8%	Aug 27, 10:47
$OKTA	Rob Owens5★ · 64% success · +22.8% excess return	price target raised	$105 → $160$188	-15% Short	+0.6%	+8.6%	Aug 27, 10:46
$LI	Alexander Potter4.7★ · 46% success · +16.3% excess return	price target lowered	$15.00 → $13.00$12.14	+7.1% Long	pending	pending	Aug 27, 10:41

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

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