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Jonathan Lee CFA Profile - Guggenheim Analyst
11 Followers
Jonathan Lee CFA Guggenheim
Wall Street Analyst
Success Rate
7 out of 27 ratings made a profit
Average Return
-26.70%
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 25.93% of your transactions generating a profit, with an average return of -26.7% per rating.
Stock Rating Distribution
58.18% Buy
40.00% Hold
1.82% 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
(3.84% Upside)
1Ratings
―
0.00%
Bill.com Holdings
Jun 12, 2023
Hold
Downgraded
$105.00
(108.96% Upside)
1Ratings
―
0.00%
Perficient
Mar 18, 2024
Hold
Initiated
―
7Ratings
―
0.00%
DXC Technology
Mar 18, 2024
Hold
Initiated
$22.00
(62.24% Upside)
1Ratings
―
0.00%
TELUS International (CDA)
Mar 18, 2024
Hold
Initiated
$9.00
(108.82% Upside)
1Ratings
―
0.00%
Globant SA
May 16, 2025
Buy
Reiterated
$125.00
(92.72% Upside)
4Ratings
-46.52%
Cognizant
Jul 31, 2025
Buy
Reiterated
$90.00
(15.85% Upside)
3Ratings
-3.50%
Accenture
Sep 26, 2025
Buy
Reiterated
$285.00
(9.19% Upside)
8Ratings
-11.88%
TaskUs
Oct 08, 2025
Hold
Reiterated
―
4Ratings
―
0.00%
Infosys
Oct 17, 2025
Hold
Reiterated
―
3Ratings
―
0.00%
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 >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.
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 26%, and the average return per transaction is -26.70%.
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