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David Smith -CFA Profile - Truist Financial Analyst
4 Followers
David Smith -CFA Truist Financial
Wall Street Analyst
Success Rate
12 out of 13 ratings made a profit
Average Return
+10.00%
Average return per rating
Time Frame
Compare to
Copying David Smith -CFA's trades since 2025 and holding each position for 1 Year would result in 92.31% of your transactions generating a profit, with an average return of 10.0% per rating.
Stock Rating Distribution
52.50% Buy
47.50% Hold
0.00% Sell
Distribution of David Smith -CFA's ratings
Additional Information
Main Sector:General
Geo Coverage:
US Market
US MarketBest Rating
The most profitable rating made by David Smith -CFA
David Smith -CFA's Stock Coverage
Bank of New York Mellon Corporation
Apr 14, 2025
Buy
Reiterated
$87.00
(-4.58%Downside)
5Ratings
+21.70%
F.N.B.
May 12, 2025
Buy
Initiated
$16.50
(13.40%Upside)
1Ratings
+1.00%
Valley National Bancorp
May 12, 2025
Hold
Initiated
$10.00
(11.61%Upside)
1Ratings
―
0.00%
State Street
May 28, 2025
Buy
Upgraded
$112.00
(5.66%Upside)
8Ratings
+6.20%
Northern
May 28, 2025
Hold
Reiterated
$116.00
(-6.76%Downside)
5Ratings
―
0.00%
Webster Financial
Jun 04, 2025
Buy
Reiterated
―
2Ratings
+2.45%
East West Bancorp
Jun 11, 2025
Hold
Reiterated
―
2Ratings
―
0.00%
Zions Bancorporation National Association
Jun 11, 2025
Hold
Reiterated
―
2Ratings
―
0.00%
Flagstar Financial
Jun 12, 2025
Hold
Reiterated
―
2Ratings
―
0.00%
Charles Schwab
Jun 16, 2025
Buy
Reiterated
$100.00
(11.14%Upside)
10Ratings
+13.17%
List of latest recommendations made by David Smith -CFA. Click to expand and see David Smith -CFA'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 >David Smith -CFA activity FAQ
What is the performance of David Smith -CFA's recommendations?
The percentage of profitable recommendations made by David Smith -CFA is 92%, and the average return per transaction is 10.00%.
What was David Smith -CFA's most profitable rating?
David Smith -CFA’s most profitable ratings was a buy on SCHW stock on Apr 04, 2025 - Today. The return on the trade was +29.70%.
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