Jason Helfstein Profile - Oppenheimer Analyst

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Jason Helfstein

Jason Helfstein
Oppenheimer

Wall Street Analyst
#3,713 out of 10,123 Wall Street Analysts
#9,592 out of 42,330 experts

Success Rate

44%
220 out of 495 ratings made a profit

Average Return

+2.30%
Average return per rating
Time Frame
1 Year
Compare to
No Benchmark
Copying Jason Helfstein's trades since 2012 and holding each position for 1 Year would result in 44.44% of your transactions generating a profit, with an average return of 2.3% per rating.

Stock Rating Distribution

2KRatings
81.11% Buy
18.10% Hold
0.79% Sell
Distribution of Jason Helfstein's ratings

Additional Information

Main Sector:Technology
Geo Coverage:
United States

Best Rating

Stock:
Porch Group, Inc.
(PRCH)
Rating:Buy
Date:Aug 08, 2024 - Aug 08, 2025
Return:+800.00%
The most profitable rating made by Jason Helfstein

Jason Helfstein's Stock Coverage

Company
Date
Position
Action
Price Target
No. of Ratings
Success Rate
Avg. Return
~ZIP
Zipcar Inc
Aug 03, 2012
Hold
Downgraded
3Ratings
0.00%
~OPEN
OpenTable
Jan 30, 2013
Hold
Downgraded
5Ratings
0.00%
INXN
Interxion Holding
Mar 01, 2013
Buy
Reiterated
1Ratings
0.00%
Cimpress
Aug 06, 2013
Hold
Assigned
$56.00
(-14.71% Downside)
2Ratings
0.00%
~MOVE
Move Inc
May 07, 2014
Buy
Reiterated
3Ratings
0.00%
DFS
Discover Financial Services
Oct 06, 2014
Buy
Assigned
$73.00
(-63.51% Downside)
2Ratings
0.00%
Titan International
Oct 16, 2014
Buy
Assigned
$13.00
(76.63% Upside)
6Ratings
0.00%
MM
Millennial Media
Nov 07, 2014
Hold
Reiterated
5Ratings
0.00%
Liquidity Services
Dec 07, 2014
Hold
Reiterated
16Ratings
0.00%
FUEL
Rocket Fuel
Feb 20, 2015
Hold
Downgraded
9Ratings
0.00%
List of latest recommendations made by Jason Helfstein. Click to expand and see Jason Helfstein'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.

Jason Helfstein activity FAQ

What is the performance of Jason Helfstein's recommendations?
The percentage of profitable recommendations made by Jason Helfstein is 44%, and the average return per transaction is 2.30%.
    What stocks does Jason Helfstein cover?
    Jason Helfstein mostly covers AMZN ,NFLX ,META stocks.
      What was Jason Helfstein's most profitable rating?
      Jason Helfstein’s most profitable ratings was a buy on PRCH stock on Aug 08, 2024 - Aug 08, 2025. The return on the trade was +800.00%.
        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