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David Smith -CFA Profile - Truist Financial Analyst

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David Smith -CFA

David Smith -CFA
Truist Financial

Wall Street Analyst
#4,105 out of 9,607 Wall Street Analysts
#10,698 out of 40,910 experts

Success Rate

64%
7 out of 11 ratings made a profit

Average Return

+8.80%
Average return per rating
Time Frame
1 Year
Compare to
No Benchmark
Copying David Smith -CFA's trades since 2025 and holding each position for 1 Year would result in 63.64% of your transactions generating a profit, with an average return of 8.8% per rating.

Stock Rating Distribution

35Ratings
54.29% Buy
45.71% Hold
0.00% Sell
Distribution of David Smith -CFA's ratings

Additional Information

Main Sector:General
Geo Coverage:
United StatesUS Market

Best Rating

Stock:
Charles Schwab Corp.
(SCHW)
Rating:Buy
Date:Apr 04, 2025 - Today
Return:+27.80%
The most profitable rating made by David Smith -CFA

David Smith -CFA's Stock Coverage

Company
Date
Position
Action
Price Target
No. of Ratings
Success Rate
Avg. Return
Apr 14, 2025
Buy
Reiterated
$87.00
(-3.68%Downside)
5Ratings
100%
+19.20%
May 12, 2025
Hold
Initiated
$102.00
(8.21%Upside)
1Ratings
0.00%
May 12, 2025
Buy
Initiated
$16.50
(17.35%Upside)
1Ratings
0%
-2.30%
May 12, 2025
Hold
Initiated
$13.00
(10.54%Upside)
1Ratings
0.00%
May 12, 2025
Hold
Initiated
$10.00
(12.36%Upside)
1Ratings
0.00%
May 12, 2025
Hold
Initiated
$52.00
(5.52%Upside)
1Ratings
0.00%
May 12, 2025
Buy
Initiated
$92.00
(23.79%Upside)
1Ratings
0%
-7.10%
May 15, 2025
Buy
Reiterated
$97.00
(9.92%Upside)
9Ratings
80%
+13.84%
May 28, 2025
Buy
Upgraded
$112.00
(13.57%Upside)
8Ratings
100%
+0.10%
May 28, 2025
Hold
Reiterated
$116.00
(7.50%Upside)
5Ratings
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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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 64%, and the average return per transaction is 8.80%.
    What stocks does David Smith -CFA cover?
    David Smith -CFA mostly covers SCHW , STT , NTRS stocks.
      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 +27.80%.
        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