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Brian Essex Profile - J.P. Morgan Analyst
522 Followers
Brian Essex J.P. Morgan
Wall Street Analyst
Success Rate
151 out of 276 ratings made a profit
Average Return
+10.50%
Average return per rating
Time Frame
Compare to
Copying Brian Essex's trades since 2015 and holding each position for 1 Year would result in 54.71% of your transactions generating a profit, with an average return of 10.5% per rating.
Stock Rating Distribution
46.39% Buy
45.38% Hold
8.24% Sell
Distribution of Brian Essex's ratings
Additional Information
Main Sector:Technology
Geo Coverage:
Best Rating
The most profitable rating made by Brian Essex
Brian Essex's Stock Coverage
DXC Technology
May 20, 2015
Hold
Upgraded
$73.00
(508.84% Upside)
4Ratings
-16.40%
DST Systems
Jul 22, 2016
Hold
Reiterated
―
4Ratings
―
0.00%
Endurance International
Aug 19, 2016
Hold
Reiterated
―
4Ratings
―
0.00%
The Descartes Systems Group
Sep 08, 2016
Hold
Reiterated
C$32.27
(-71.10% Downside)
2Ratings
―
0.00%
Enernoc
Oct 11, 2016
Hold
Assigned
―
5Ratings
―
0.00%
Xerox
Jan 12, 2017
Buy
Upgraded
―
6Ratings
-5.17%
Castlight Health
May 12, 2017
Sell
Downgraded
―
1Ratings
+7.30%
SS&C Technologies Holdings
Apr 27, 2018
Buy
Assigned
$60.00
(-27.57% Downside)
7Ratings
+28.90%
Medidata Solutions
Jul 25, 2018
Hold
Reiterated
―
4Ratings
+1.45%
Ellie Mae Inc
Oct 26, 2018
Hold
Reiterated
―
1Ratings
―
0.00%
List of latest recommendations made by Brian Essex. Click to expand and see Brian Essex's performance on a particular stock
Disclaimer: TipRanks collects analysts’ ratings and price targets by scanning publicly available reports on financial websites and by receiving reports from analysts, firms, or customers. The information and statistics displayed might not be accurate, complete, or up-to-date. The analyst ratings provided are the sole responsibility of the source publication. TipRanks holds no liability over the analysts' information, price targets, ratings, or opinions expressed.
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Learn More >About Analyst Ratings
About Analyst Ratings
Analyst ratings represent professional recommendations - Buy, Hold, or Sell - issued for a specific stock. Each rating reflects the analyst’s view at the time of publication and is tracked to measure historical performance.
Ratings Count
The total number of analyst ratings (Buy, Hold, and Sell) issued for the stock. This includes all published recommendations, even those not used in performance calculations.
Performance Calculation
To ensure accuracy and prevent duplication, only certain ratings are included in performance metrics:
•
One rating per analyst per month: If an analyst publishes more than one rating in a month, only the first is counted.
•
Updated ratings end prior ones: If the analyst changes their stance during that month (for example, from Buy to Sell), performance tracking for the earlier rating stops immediately on the update date, and the new rating begins tracking from that point forward.
•
Hold ratings excluded: Hold recommendations are displayed on the chart but are not counted in performance or return calculations.
Example
If an analyst rates a stock Buy on April 1 and changes it to Sell on April 20, the Buy rating’s performance is measured from April 1 to April 20. From April 20 onward, only the Sell rating is tracked.
Success Rate
Indicates the percentage of performance-accounted ratings that generated a positive return during their active period. For example, if 6 out of 17 accounted ratings were profitable, the success rate is 35%.
Average Return
Represents the mean return per active rating - showing the average gain or loss an analyst’s recommendation produced while it was active.
Brian Essex activity FAQ
What is the performance of Brian Essex's recommendations?
The percentage of profitable recommendations made by Brian Essex is 55%, and the average return per transaction is 10.50%.
What was Brian Essex's most profitable rating?
Brian Essex’s most profitable ratings was a buy on CRWD stock on Jan 24, 2023 - Jan 24, 2024. The return on the trade was +187.00%.
Where can I see a list of stock analyst ratings?
You can see a list of daily stock analyst ratings here.
What are the most recommended stocks by analysts?
You can see a list of the most recommended stocks by analysts here