PerpEquitiesAnalyst moves
Every price-target change, upgrade and downgrade for stocks tradable as perps — with the measured perp reaction after each call. The long-term goal: knowing which houses actually move markets.
All 41 houses
Moves (30d)i960Target changes, upgrades, downgrades and initiations in the last 30 days
Analyst housesi75Distinct firms behind those moves
Measured outcomesi760Moves with a measured perp reaction
Analyst moves — last 48h
| Stock | House / Analyst | Action | Target / price | vs. perp price | 1h after | 24h after | When |
|---|---|---|---|---|---|---|---|
 $CRM | BMO CapitalKeith Bachman4.6★ · 54% success · +9.2% excess returnKeith BachmanBMO Capital
| price target raised | $285 ($260)$239 | +19% Long | -1.7% | -2.4% | Sep 17, 11:35 |
 $OKTA | BTIGGray Powell4.8★ · 60% success · +15.6% excess returnGray PowellBTIG
| price target raised | $219 ($187)$182 | +20.2% Long | -0.4% | +3% | Sep 17, 11:24 |
| $CRM | D.A. DavidsonGil Luria4.6★ · 53% success · +10.3% excess returnGil LuriaD.A. Davidson
| price target raised | $225 ($200)$239 | -6% Short | -0.8% | -0.2% | Sep 17, 11:18 |
 $OSCR | Goldman SachsScott Fidel4.3★ · 62% success · +6.1% excess returnScott FidelGoldman Sachs
| price target raised | $34.00 ($30.00)$32.05 | +6.1% Long | +0.9% | -1.5% | Sep 17, 11:08 |
 $AVAV | Goldman SachsNoah Poponak4.1★ · 50% success · +5.5% excess returnNoah PoponakGoldman Sachs
| price target raised | $326 ($285)$160 | +103.2% Long | -0.1% | +3.4% | Sep 17, 11:06 |
| $CRM | GuggenheimJohn Difucci4.9★ · 63% success · +18.4% excess returnJohn DifucciGuggenheim
| price target raised | $300 ($270)$239 | +25.3% Long | -0.6% | -2.2% | Sep 17, 10:43 |
 $KOPN | OppenheimerMartin Yang4.6★ · 47% success · +15.1% excess returnMartin YangOppenheimer
| coverage initiated at Outperform | $7.00$4.79 | +46% Long | 0% | +6.6% | Sep 17, 10:40 |
 $ON | Mizuho SecuritiesVijay Rakesh5★ · 65% success · +69.4% excess returnVijay RakeshMizuho Securities
| price target lowered | $95.00 ($110)$72.73 | +30.6% Long | +0.5% | +1.4% | Sep 17, 10:37 |
| $CRM | OppenheimerBrian Schwartz4.2★ · 47% success · +5.8% excess returnBrian SchwartzOppenheimer
| maintains Outperform | $275$239 | +14.9% Long | +0.2% | -1.9% | Sep 17, 10:32 |
 $CIEN | Morgan StanleyMeta Marshall4.5★ · 57% success · +8.0% excess returnMeta MarshallMorgan Stanley
| price target raised | $450 ($425)$350 | +28.5% Long | +0.4% | +0.5% | Sep 17, 10:23 |
 $FTNT | BernsteinPeter Weed4.8★ · 72% success · +23.4% excess returnPeter WeedBernstein
| price target raised | $145 ($102)$172 | -15.6% Short | pending | pending | Sep 17, 10:23 |
| $OKTA | BernsteinPeter Weed4.8★ · 72% success · +23.4% excess returnPeter WeedBernstein
| downgrade to Market Perform | $174 ($143)$182 | -4.5% Short | +0.5% | +3.7% | Sep 17, 10:23 |
 $CRWD | BernsteinPeter Weed4.8★ · 72% success · +23.4% excess returnPeter WeedBernstein
| price target raised | $132 ($119)$236 | -44% Short | -0.3% | +2.1% | Sep 17, 10:22 |
 $S | BernsteinPeter Weed4.8★ · 72% success · +23.4% excess returnPeter WeedBernstein
| downgrade to Market Perform | $25.00 ($21.00)$23.17 | +7.9% Long | pending | pending | Sep 17, 10:21 |
 $PANW | BernsteinPeter Weed4.8★ · 72% success · +23.4% excess returnPeter WeedBernstein
| downgrade to Market Perform | $351 ($253)$365 | -3.8% Short | -0.1% | +0.9% | Sep 17, 10:20 |
 $ZS | BernsteinPeter Weed4.8★ · 72% success · +23.4% excess returnPeter WeedBernstein
| price target raised | $298 ($224)$199 | +50.1% Long | -0.1% | +3.3% | Sep 17, 10:19 |
 $TCOM | JefferiesThomas Chong4.3★ · 45% success · +7.2% excess returnThomas ChongJefferies
| price target lowered | $64.00 ($88.00)$40.43 | +58.3% Long | pending | pending | Sep 17, 10:05 |
 $MDT | NeedhamMichael Matson4.2★ · 48% success · +5.8% excess returnMichael MatsonNeedham
| maintains Buy | $114$92.60 | +23.1% Long | pending | pending | Sep 17, 10:02 |
 $HBAN | Wells FargoMike Mayo5★ · 72% success · +17.8% excess returnMike MayoWells Fargo
| price target lowered | $21.00$15.82 | +32.7% Long | pending | pending | Sep 17, 09:58 |
 $IOVA | BarclaysEtzer Darout5★ · 60% success · +30.4% excess returnEtzer DaroutBarclays
| price target raised | $15.00 ($13.00)$9.87 | +52% Long | pending | pending | Sep 17, 09:21 |
 $CORZ | Wells FargoEric Luebchow4.4★ · 55% success · +8.5% excess returnEric LuebchowWells Fargo
| coverage initiated at Overweight | $28.00$17.77 | +57.6% Long | pending | pending | Sep 17, 08:58 |
 $CIFR | Wells FargoEric Luebchow4.4★ · 55% success · +8.5% excess returnEric LuebchowWells Fargo
| coverage initiated at Overweight | $25.00$18.28 | +36.8% Long | -0.4% | -0.8% | Sep 17, 08:56 |
 $WBD | BarclaysKannan Venkateshwar4.5★ · 57% success · +9.2% excess returnKannan VenkateshwarBarclays
| coverage initiated at Hold | $29.00$28.07 | +3.3% Long | 0% | 0% | Sep 17, 08:55 |
 $WULF | Wells FargoEric Luebchow4.4★ · 55% success · +8.5% excess returnEric LuebchowWells Fargo
| coverage initiated at Overweight | $30.00$15.39 | +94.9% Long | pending | pending | Sep 17, 08:54 |
 $HUT | Wells FargoEric Luebchow4.4★ · 55% success · +8.5% excess returnEric LuebchowWells Fargo
| coverage initiated at Overweight | $175$98.88 | +77% Long | pending | pending | Sep 17, 08:53 |
 $APLD | Wells FargoEric Luebchow4.4★ · 55% success · +8.5% excess returnEric LuebchowWells Fargo
| coverage initiated at Overweight | $50.00$28.01 | +78.5% Long | -0.2% | +4.2% | Sep 17, 08:51 |
 $PSKY | BarclaysKannan Venkateshwar4.5★ · 57% success · +9.2% excess returnKannan VenkateshwarBarclays
| rating maintained | $8.00$9.18 | -12.8% Short | 0% | +2.3% | Sep 17, 08:49 |
 $GOOGL | Evercore ISIMark Mahaney4.8★ · 59% success · +13.8% excess returnMark MahaneyEvercore ISI
| price target raised | $450 ($420)$351 | +28.2% Long | +0.2% | +0.6% | Sep 16, 22:18 |