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James Allen CFA Profile - Berenberg Bank Analyst

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James Allen CFA

James Allen CFA
Berenberg Bank

Wall Street Analyst
#9,578 out of 12,128 Wall Street Analysts
#26,974 out of 44,301 experts

Success Rate

14%
1 out of 7 ratings made a profit

Average Return

-7.10%
Average return per rating
Time Frame
1 Year
Compare to
No Benchmark
Copying James Allen CFA's trades since 2023 and holding each position for 1 Year would result in 14.29% of your transactions generating a profit, with an average return of -7.1% per rating.

Stock Rating Distribution

8Ratings
87.50% Buy
12.50% Sell
0.00% Hold
Distribution of James Allen CFA's ratings

Additional Information

Main Sector:General
Geo Coverage:
United Kingdom

Best Rating

Stock:
Intermediate Capital
(ICG)
Rating:Buy
Date:Mar 12, 2026 - Today
Return:+1.20%
The most profitable rating made by James Allen CFA

James Allen CFA's Stock Coverage

Company
Date
Position
Action
Price Target
No. of Ratings
Success Rate
Avg. Return
DWF
DWF Group Plc
May 31, 2023
Sell
Downgraded
1Ratings
0.00%
PensionBee Group PLC
Jan 22, 2026
Buy
Reiterated
210.00 p
(44.83% Upside)
1Ratings
0%
-13.50%
St. James's Place
Jan 30, 2026
Buy
Reiterated
1,800.00 p
(37.30% Upside)
1Ratings
0%
-15.00%
Burford Capital
Feb 27, 2026
Buy
Reiterated
1,502.99 p
(143.20% Upside)
1Ratings
0%
-5.20%
Quilter
Mar 05, 2026
Buy
Reiterated
215.00 p
(19.51% Upside)
2Ratings
0%
-7.55%
Vanquis Banking Group
Mar 06, 2026
Buy
Initiated
165.00 p
(50.00% Upside)
1Ratings
0%
-2.40%
Intermediate Capital
Mar 12, 2026
Buy
Assigned
2,800.00 p
(80.18% Upside)
1Ratings
100%
+1.20%
List of latest recommendations made by James Allen CFA. Click to expand and see James Allen 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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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.

James Allen CFA activity FAQ

What is the performance of James Allen CFA's recommendations?
The percentage of profitable recommendations made by James Allen CFA is 14%, and the average return per transaction is -7.10%.
    What stocks does James Allen CFA cover?
    James Allen CFA mostly covers GB:QLT ,GB:ICG ,GB:VANQ stocks.
      What was James Allen CFA's most profitable rating?
      James Allen CFA’s most profitable ratings was a buy on GB:ICG stock on Mar 12, 2026 - Today. The return on the trade was +1.20%.
        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