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Jake Roberge Profile - William Blair Analyst
18 Followers
Jake Roberge William Blair
Wall Street Analyst
Success Rate
71 out of 188 ratings made a profit
Average Return
-4.70%
Average return per rating
Time Frame
Compare to
Copying Jake Roberge's trades since 2024 and holding each position for 1 Year would result in 37.77% of your transactions generating a profit, with an average return of -4.7% per rating.
Stock Rating Distribution
70.38% Buy
29.62% Hold
0.00% Sell
Distribution of Jake Roberge's ratings
Additional Information
Main Sector:General
Geo Coverage:
Best Rating
The most profitable rating made by Jake Roberge
Jake Roberge's Stock Coverage
Upland Software
Oct 11, 2024
Hold
Assigned
―
8Ratings
-33.84%
Bill.com Holdings
Nov 08, 2024
Hold
Reiterated
―
3Ratings
―
0.00%
Smartsheet
Jan 22, 2025
Hold
Assigned
―
15Ratings
+22.36%
Paycor HCM
Apr 14, 2025
Hold
Assigned
―
8Ratings
―
0.00%
Mitek Systems
Aug 29, 2025
Buy
Reiterated
―
22Ratings
-8.40%
Pegasystems
Oct 22, 2025
Buy
Reiterated
―
16Ratings
+34.88%
Dayforce Inc
Oct 30, 2025
Hold
Reiterated
―
11Ratings
+5.80%
Vertex
Nov 03, 2025
Buy
Reiterated
―
13Ratings
-25.43%
Dynatrace
Nov 05, 2025
Buy
Reiterated
―
16Ratings
-5.65%
Paycom
Nov 06, 2025
Hold
Reiterated
―
8Ratings
―
0.00%
List of latest recommendations made by Jake Roberge. Click to expand and see Jake Roberge'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.
Jake Roberge activity FAQ
What is the performance of Jake Roberge's recommendations?
The percentage of profitable recommendations made by Jake Roberge is 38%, and the average return per transaction is -4.70%.
What was Jake Roberge's most profitable rating?
Jake Roberge’s most profitable ratings was a buy on ADBE stock on Jan 17, 2023 - Jan 17, 2024. The return on the trade was +73.00%.
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