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David Smith -CFA Profile - Truist Financial Analyst
11 Followers
David Smith -CFA Truist Financial
Wall Street Analyst
Success Rate
16 out of 31 ratings made a profit
Average Return
+4.00%
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 51.61% of your transactions generating a profit, with an average return of 4.0% per rating.
Stock Rating Distribution
54.26% Buy
45.74% Hold
0.00% Sell
Distribution of David Smith -CFA's ratings
Additional Information
Main Sector:General
Geo Coverage:
Best Rating
The most profitable rating made by David Smith -CFA
David Smith -CFA's Stock Coverage
Synovus
Jul 24, 2025
Buy
Reiterated
―
1Ratings
-19.50%
Bank of New York Mellon
Oct 17, 2025
Hold
Reiterated
$119.00
(10.13% Upside)
9Ratings
+27.45%
Charles Schwab
Oct 17, 2025
Buy
Reiterated
$113.00
(20.49% Upside)
16Ratings
+11.87%
F.N.B.
Oct 20, 2025
Buy
Reiterated
$18.50
(18.67% Upside)
5Ratings
+1.07%
State Street
Oct 20, 2025
Buy
Reiterated
$131.00
(10.65% Upside)
14Ratings
+2.64%
Webster Financial
Oct 20, 2025
Buy
Reiterated
$67.00
(19.10% Upside)
8Ratings
-2.43%
East West Bancorp
Oct 22, 2025
Hold
Reiterated
―
7Ratings
―
0.00%
Zions Bancorporation National Association
Oct 22, 2025
Hold
Reiterated
$61.00
(17.21% Upside)
8Ratings
―
0.00%
Western Alliance
Oct 22, 2025
Buy
Reiterated
―
6Ratings
-7.70%
Northern
Oct 23, 2025
Hold
Reiterated
$139.00
(9.23% Upside)
11Ratings
―
0.00%
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 52%, and the average return per transaction is 4.00%.
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 +37.10%.
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