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Michael Berg Profile - Wells Fargo Analyst
18 Followers
Michael Berg Wells Fargo
Wall Street Analyst
Success Rate
19 out of 43 ratings made a profit
Average Return
-5.10%
Average return per rating
Time Frame
Compare to
Copying Michael Berg's trades since 2024 and holding each position for 1 Year would result in 44.19% of your transactions generating a profit, with an average return of -5.1% per rating.
Stock Rating Distribution
53.85% Buy
37.36% Hold
8.79% Sell
Distribution of Michael Berg's ratings
Additional Information
Main Sector:General
Geo Coverage:
Best Rating
Stock:
Smartsheet
(SMAR)
(SMAR)
Rating:Buy
Date:Mar 15, 2024 - Sep 24, 2024
Return:+47.80%
The most profitable rating made by Michael Berg
Michael Berg's Stock Coverage
Everbridge
Feb 05, 2024
Hold
Upgraded
―
4Ratings
―
0.00%
WalkMe
Feb 21, 2024
Buy
Reiterated
―
3Ratings
―
0.00%
Smartsheet
Sep 24, 2024
Hold
Downgraded
$57.00
(0.94% Upside)
10Ratings
+25.09%
Klaviyo, Inc. Class A
May 06, 2025
Hold
Reiterated
$32.00
(17.86% Upside)
8Ratings
―
0.00%
CSG Systems International
May 07, 2025
Hold
Reiterated
$58.00
(-25.86% Downside)
9Ratings
―
0.00%
Sprinklr
Jun 05, 2025
Sell
Reiterated
$7.00
(-0.28% Downside)
11Ratings
+16.20%
Braze
Jun 26, 2025
Buy
Reiterated
$40.00
(48.26% Upside)
22Ratings
-18.78%
Freshworks
Jul 15, 2025
Sell
Reiterated
$12.00
(1.87% Upside)
8Ratings
+17.17%
Monday.com
Aug 21, 2025
Hold
Reiterated
―
16Ratings
-16.61%
List of latest recommendations made by Michael Berg. Click to expand and see Michael Berg'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.
Michael Berg activity FAQ
What is the performance of Michael Berg's recommendations?
The percentage of profitable recommendations made by Michael Berg is 44%, and the average return per transaction is -5.10%.
What was Michael Berg's most profitable rating?
Michael Berg’s most profitable ratings was a buy on SMAR stock on Mar 15, 2024 - Sep 24, 2024. The return on the trade was +47.80%.
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