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Jonathan Lee CFA Profile - Guggenheim Analyst

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Jonathan Lee CFA

Jonathan Lee CFA
Guggenheim

Wall Street Analyst
#9,854 out of 10,084 Wall Street Analysts
#37,886 out of 42,286 experts

Success Rate

8%
2 out of 25 ratings made a profit

Average Return

-29.70%
Average return per rating
Time Frame
1 Year
Compare to
No Benchmark
Copying Jonathan Lee CFA's trades since 2023 and holding each position for 1 Year would result in 8.00% of your transactions generating a profit, with an average return of -29.7% per rating.

Stock Rating Distribution

51Ratings
56.86% Buy
41.18% Hold
1.96% Sell
Distribution of Jonathan Lee CFA's ratings

Additional Information

Main Sector:General
Geo Coverage:
United States
Canada

Best Rating

Stock:
TTEC Holdings, Inc.
(TTEC)
Rating:Sell
Date:Mar 18, 2024 - Oct 01, 2024
Return:+43.90%
The most profitable rating made by Jonathan Lee CFA

Jonathan Lee CFA's Stock Coverage

Company
Date
Position
Action
Price Target
No. of Ratings
Success Rate
Avg. Return
BlackLine
May 22, 2023
Hold
Reiterated
$60.00
(11.90% Upside)
1Ratings
0.00%
Bill.com Holdings
Jun 12, 2023
Hold
Downgraded
$105.00
(98.23% Upside)
1Ratings
0.00%
PRFT
Perficient
Mar 18, 2024
Hold
Initiated
7Ratings
0.00%
DXC Technology
Mar 18, 2024
Hold
Initiated
$22.00
(65.04% Upside)
1Ratings
0.00%
TELUS International (CDA)
Mar 18, 2024
Hold
Initiated
C$12.63
(101.02% Upside)
1Ratings
0.00%
TTEC Holdings
Oct 01, 2024
Hold
Upgraded
2Ratings
100%
+43.90%
Globant SA
May 16, 2025
Buy
Reiterated
$125.00
(104.45% Upside)
4Ratings
0%
-47.52%
Cognizant
Jul 31, 2025
Buy
Reiterated
$90.00
(31.73% Upside)
3Ratings
0%
-12.20%
Epam Systems
Aug 08, 2025
Buy
Reiterated
$215.00
(38.80% Upside)
7Ratings
0%
-22.84%
Endava
Sep 05, 2025
Buy
Reiterated
$18.00
(103.62% Upside)
8Ratings
0%
-49.65%
List of latest recommendations made by Jonathan Lee CFA. Click to expand and see Jonathan Lee 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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Jonathan Lee CFA activity FAQ

What is the performance of Jonathan Lee CFA's recommendations?
The percentage of profitable recommendations made by Jonathan Lee CFA is 8%, and the average return per transaction is -29.70%.
    What stocks does Jonathan Lee CFA cover?
    Jonathan Lee CFA mostly covers ACN ,DAVA ,EPAM stocks.
      What was Jonathan Lee CFA's most profitable rating?
      Jonathan Lee CFA’s most profitable ratings was a sell on TTEC stock on Mar 18, 2024 - Oct 01, 2024. The return on the trade was +43.90%.
        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