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Jonathan Lee CFA Profile - Guggenheim Analyst
11 Followers
Jonathan Lee CFA Guggenheim
Wall Street Analyst
Success Rate
4 out of 22 ratings made a profit
Average Return
-23.10%
Average return per rating
Time Frame
Compare to
Copying Jonathan Lee CFA's trades since 2023 and holding each position for 1 Year would result in 18.18% of your transactions generating a profit, with an average return of -23.1% per rating.
Stock Rating Distribution
56.82% Buy
40.91% Hold
2.27% Sell
Distribution of Jonathan Lee CFA's ratings
Additional Information
Main Sector:General
Geo Coverage:
Best Rating
The most profitable rating made by Jonathan Lee CFA
Jonathan Lee CFA's Stock Coverage
BlackLine
May 22, 2023
Hold
Reiterated
$60.00
(15.70% Upside)
1Ratings
―
0.00%
Bill.com Holdings
Jun 12, 2023
Hold
Downgraded
$105.00
(153.99% Upside)
1Ratings
―
0.00%
Perficient
Mar 18, 2024
Hold
Initiated
$65.00
(-14.43% Downside)
7Ratings
―
0.00%
DXC Technology
Mar 18, 2024
Hold
Initiated
$22.00
(57.48% Upside)
1Ratings
―
0.00%
TELUS International (CDA)
Mar 18, 2024
Hold
Initiated
C$12.42
(137.55% Upside)
1Ratings
―
0.00%
TTEC Holdings
Oct 01, 2024
Hold
Upgraded
―
2Ratings
+43.90%
Infosys
Jan 17, 2025
Hold
Reiterated
―
2Ratings
―
0.00%
Endava
May 15, 2025
Buy
Reiterated
$25.00
(95.31% Upside)
6Ratings
-44.08%
Globant SA
May 16, 2025
Buy
Reiterated
$125.00
(82.08% Upside)
4Ratings
-40.75%
Accenture
Jun 20, 2025
Buy
Reiterated
$335.00
(30.92% Upside)
6Ratings
-11.48%
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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Learn More >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 18%, and the average return per transaction is -23.10%.
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