KBW Score: 45
Firm Overview & Performance
Avg Return (Buy)
How much profit would you make?
Calculates the average return of all BUY recommendations after exactly 1 year (or today if newer).
Note: Sell ratings are ignored here to focus on investment potential.
Calculates the average return of all BUY recommendations after exactly 1 year (or today if newer).
Note: Sell ratings are ignored here to focus on investment potential.
-17.7%
1 Year Cap
Win Rate
How often is the direction correct?
Percentage of trades that are currently profitable.
• Buy: Stock price went UP 📈
• Sell: Stock price went DOWN 📉
Percentage of trades that are currently profitable.
• Buy: Stock price went UP 📈
• Sell: Stock price went DOWN 📉
31%
11 W / 24 L
Target Met
How often was the target reached?
Hits vs. Total.
Hits vs. Total.
100%
2 W / 0 L
Precision Hit
How often precise (±3%)?
Hits vs. Total.
Hits vs. Total.
50%
1 W / 1 L
Bullseye Hit
How often perfect (±1%)?
Hits vs. Total.
Hits vs. Total.
0%
0 W / 2 L
High Conviction
The "Brave" Trades (>20% Upside)
Win Rate only for recommendations where the analyst predicted a massive move (>20%).
Shows if they are right when they bet big.
Win Rate only for recommendations where the analyst predicted a massive move (>20%).
Shows if they are right when they bet big.
36%
4 W / 7 L
Long Wins
Success rate for BUY ratings
How often is the analyst right when saying "Buy"?
(Price went UP).
How often is the analyst right when saying "Buy"?
(Price went UP).
18%
5 W / 23 L
Short Wins
Success rate for SELL ratings
How often is the analyst right when saying "Sell"?
(Price went DOWN).
How often is the analyst right when saying "Sell"?
(Price went DOWN).
86%
6 W / 1 L
Latest Price Targets
| Date | Stock | Signal | Analyst | Target | Start Price | Best Price (1Y) | Current Price |
|---|---|---|---|---|---|---|---|
| May 22, 2026 |
Imax Corp
IMAX
|
BUY | - |
$60.00
Est. +56%
|
$38.37 | $43.31 |
$42.24
+10.1%
|
| Feb 05, 2026 |
T. Rowe Price Group Inc.
TROW
|
BUY | - |
$110.00
Est. +18%
|
$93.43 | $110.51 |
$109.64
+17.3%
|
| Sep 10, 2024 |
JPMorgan Chase & Co.
JPM
|
BUY | David Konrad |
$211.00
Est. +5%
|
$201.15 | $305.15 |
$320.72
+59.4%
|
| Mar 24, 2023 |
Block Inc - Ordinary Shares - Class A
SQ
|
BUY | Steven Kwok |
$90.00
Est. +50%
|
$60.00 | - |
$83.46
+39.1%
|
| Dec 28, 2022 |
AGNC Investment Corp
AGNC
|
SELL | Bose George |
$10.28
Est. +4%
|
$10.69 | - |
$10.31
+3.6%
|
| Mar 03, 2022 |
Citigroup Inc
C
|
BUY | David Konrad |
$64.00
Est. +11%
|
$57.62 | - |
$139.83
+142.7%
|
| Jan 19, 2022 |
U.S. Bancorp.
USB
|
BUY | David Konrad |
$64.00
Est. +12%
|
$56.90 | - |
$58.94
+3.6%
|
| Jan 17, 2022 |
Wells Fargo & Co.
WFC
|
BUY | David Konrad |
$67.00
Est. +16%
|
$57.80 | - |
$83.74
+44.9%
|
| Jan 17, 2022 |
JPMorgan Chase & Co.
JPM
|
BUY | David Konrad |
$157.00
Est. +0%
|
$156.73 | - |
$320.72
+104.6%
|
| Jan 11, 2022 |
SoFi Technologies Inc
SOFI
|
BUY | Michael Perito |
$18.00
Est. +29%
|
$13.94 | - |
$16.58
+18.9%
|
| Jan 10, 2022 |
Bank Of New York Mellon Corp
BK
|
BUY | Michael Brown |
$70.00
Est. +12%
|
$62.43 | - |
$141.91
+127.3%
|
| Jan 10, 2022 |
BlackRock New York Municipal Income Trust
BNY
|
BUY | Michael Brown |
$70.00
Est. +12%
|
$62.43 | - |
$143.98
+130.6%
|
| Jan 06, 2022 |
BILL Holdings Inc
BILL
|
BUY | Sanjay Sakhrani |
$300.00
Est. +48%
|
$202.90 | - |
$33.18
-83.6%
|
| Dec 16, 2021 |
Progressive Corp.
PGR
|
SELL | Meyer Shields |
$92.00
Est. +9%
|
$101.33 | - |
$203.11
-100.4%
|
| Nov 02, 2021 |
Franklin Resources, Inc.
BEN
|
BUY | Robert Lee |
$45.00
Est. +22%
|
$36.98 | - |
$32.13
-13.1%
|
| Oct 28, 2021 |
Annaly Capital Management Inc
NLY
|
SELL | Bose George |
$8.50
Est. +74%
|
$32.36 | - |
$22.00
+32.0%
|
| Sep 07, 2021 |
Zions Bancorporation N.A
ZION
|
BUY | Christopher Mcgratty |
$72.00
Est. +27%
|
$56.87 | - |
$67.25
+18.3%
|
| Sep 07, 2021 |
Comerica, Inc.
CMA
|
BUY | Christopher Mcgratty |
$90.00
Est. +27%
|
$71.04 | - |
$88.67
+24.8%
|
| Sep 07, 2021 |
SVB Financial Group
SIVB
|
BUY | Christopher Mcgratty |
$700.00
Est. +19%
|
$586.00 | - |
$106.04
-81.9%
|
| Aug 13, 2021 |
Deutsche Bank AG - Registered Shares
DB
|
BUY | Thomas Hallett |
$13.00
Est. +0%
|
$12.96 | - |
$33.31
+157.0%
|
| Aug 11, 2021 |
Coinbase Global Inc - Ordinary Shares - Class A
COIN
|
SELL | Kyle Voigt |
$275.00
Est. +1%
|
$278.40 | - |
$159.78
+42.6%
|
| Aug 08, 2021 |
American Homes 4 Rent - Ordinary Shares - Class A
AMH
|
BUY | Jade Rahmani |
$43.00
Est. +4%
|
$41.32 | - |
$33.29
-19.4%
|
| Aug 03, 2021 |
Block Inc - Ordinary Shares - Class A
SQ
|
BUY | Steven Kwok |
$325.00
Est. +21%
|
$269.49 | - |
$83.46
-69.0%
|
| Jul 13, 2021 |
First Republic Bank
FRC
|
BUY | Christopher Mcgratty |
$225.00
Est. +15%
|
$196.26 | - |
$3.51
-98.2%
|
| Jul 06, 2021 |
Regions Financial Corp.
RF
|
SELL | David Konrad |
$18.00
Est. +6%
|
$19.12 | - |
$29.27
-53.1%
|
| Jul 06, 2021 |
Goldman Sachs Group, Inc.
GS
|
BUY | David Konrad |
$391.00
Est. +7%
|
$363.99 | - |
$1,062.75
+192.0%
|
| Jul 06, 2021 |
PNC Financial Services Group Inc
PNC
|
BUY | David Konrad |
$193.00
Est. +5%
|
$184.53 | - |
$237.66
+28.8%
|
| Jul 06, 2021 |
Huntington Bancshares, Inc.
HBAN
|
BUY | David Konrad |
$15.00
Est. +11%
|
$13.56 | - |
$17.52
+29.2%
|
| Jul 06, 2021 |
Bank Of America Corp.
BAC
|
BUY | David Konrad |
$40.00
Est. +1%
|
$39.48 | - |
$56.02
+41.9%
|
| Jul 06, 2021 |
Morgan Stanley
MS
|
BUY | David Konrad |
$115.00
Est. +30%
|
$88.32 | - |
$214.04
+142.3%
|
| Jul 06, 2021 |
Truist Financial Corporation
TFC
|
SELL | David Konrad |
$49.00
Est. +8%
|
$53.18 | - |
$51.66
+2.9%
|
| Jul 06, 2021 |
Keycorp
KEY
|
BUY | David Konrad |
$21.00
Est. +7%
|
$19.56 | - |
$22.70
+16.1%
|
| Jul 06, 2021 |
Fifth Third Bancorp
FITB
|
BUY | David Konrad |
$42.00
Est. +15%
|
$36.57 | - |
$54.73
+49.7%
|
| Jun 17, 2021 |
State Street Corp.
STT
|
BUY | Michael Brown |
$103.00
Est. +28%
|
$80.71 | - |
$167.63
+107.7%
|
| May 09, 2021 |
Rocket Companies Inc - Ordinary Shares Class A
RKT
|
SELL | Bose George |
$16.00
Est. +2%
|
$16.40 | - |
$13.07
+20.3%
|
Imax Corp
IMAX
May 22, 2026
Analyst
-
Signal & Target
BUY
$60.00
Start Price
$38.37
Best Price (1Y)
$43.31
Current Price
$42.24
Return
+10.1%
T. Rowe Price Group Inc.
TROW
Feb 05, 2026
Analyst
-
Signal & Target
BUY
$110.00
Start Price
$93.43
Best Price (1Y)
$110.51
Current Price
$109.64
Return
+17.3%
JPMorgan Chase & Co.
JPM
Sep 10, 2024
Analyst
David Konrad
Signal & Target
BUY
$211.00
Start Price
$201.15
Best Price (1Y)
$305.15
Current Price
$320.72
Return
+59.4%
Block Inc - Ordinary Shares - Class A
SQ
Mar 24, 2023
Analyst
Steven Kwok
Signal & Target
BUY
$90.00
Start Price
$60.00
Best Price (1Y)
-
Current Price
$83.46
Return
+39.1%
AGNC Investment Corp
AGNC
Dec 28, 2022
Analyst
Bose George
Signal & Target
SELL
$10.28
Start Price
$10.69
Best Price (1Y)
-
Current Price
$10.31
Return
+3.6%
Citigroup Inc
C
Mar 03, 2022
Analyst
David Konrad
Signal & Target
BUY
$64.00
Start Price
$57.62
Best Price (1Y)
-
Current Price
$139.83
Return
+142.7%
U.S. Bancorp.
USB
Jan 19, 2022
Analyst
David Konrad
Signal & Target
BUY
$64.00
Start Price
$56.90
Best Price (1Y)
-
Current Price
$58.94
Return
+3.6%
Wells Fargo & Co.
WFC
Jan 17, 2022
Analyst
David Konrad
Signal & Target
BUY
$67.00
Start Price
$57.80
Best Price (1Y)
-
Current Price
$83.74
Return
+44.9%
JPMorgan Chase & Co.
JPM
Jan 17, 2022
Analyst
David Konrad
Signal & Target
BUY
$157.00
Start Price
$156.73
Best Price (1Y)
-
Current Price
$320.72
Return
+104.6%
SoFi Technologies Inc
SOFI
Jan 11, 2022
Analyst
Michael Perito
Signal & Target
BUY
$18.00
Start Price
$13.94
Best Price (1Y)
-
Current Price
$16.58
Return
+18.9%
Bank Of New York Mellon Corp
BK
Jan 10, 2022
Analyst
Michael Brown
Signal & Target
BUY
$70.00
Start Price
$62.43
Best Price (1Y)
-
Current Price
$141.91
Return
+127.3%
BlackRock New York Municipal Income Trust
BNY
Jan 10, 2022
Analyst
Michael Brown
Signal & Target
BUY
$70.00
Start Price
$62.43
Best Price (1Y)
-
Current Price
$143.98
Return
+130.6%
BILL Holdings Inc
BILL
Jan 06, 2022
Analyst
Sanjay Sakhrani
Signal & Target
BUY
$300.00
Start Price
$202.90
Best Price (1Y)
-
Current Price
$33.18
Return
-83.6%
Progressive Corp.
PGR
Dec 16, 2021
Analyst
Meyer Shields
Signal & Target
SELL
$92.00
Start Price
$101.33
Best Price (1Y)
-
Current Price
$203.11
Return
-100.4%
Franklin Resources, Inc.
BEN
Nov 02, 2021
Analyst
Robert Lee
Signal & Target
BUY
$45.00
Start Price
$36.98
Best Price (1Y)
-
Current Price
$32.13
Return
-13.1%
Annaly Capital Management Inc
NLY
Oct 28, 2021
Analyst
Bose George
Signal & Target
SELL
$8.50
Start Price
$32.36
Best Price (1Y)
-
Current Price
$22.00
Return
+32.0%
Zions Bancorporation N.A
ZION
Sep 07, 2021
Analyst
Christopher Mcgratty
Signal & Target
BUY
$72.00
Start Price
$56.87
Best Price (1Y)
-
Current Price
$67.25
Return
+18.3%
Comerica, Inc.
CMA
Sep 07, 2021
Analyst
Christopher Mcgratty
Signal & Target
BUY
$90.00
Start Price
$71.04
Best Price (1Y)
-
Current Price
$88.67
Return
+24.8%
SVB Financial Group
SIVB
Sep 07, 2021
Analyst
Christopher Mcgratty
Signal & Target
BUY
$700.00
Start Price
$586.00
Best Price (1Y)
-
Current Price
$106.04
Return
-81.9%
Deutsche Bank AG - Registered Shares
DB
Aug 13, 2021
Analyst
Thomas Hallett
Signal & Target
BUY
$13.00
Start Price
$12.96
Best Price (1Y)
-
Current Price
$33.31
Return
+157.0%
Coinbase Global Inc - Ordinary Shares - Class A
COIN
Aug 11, 2021
Analyst
Kyle Voigt
Signal & Target
SELL
$275.00
Start Price
$278.40
Best Price (1Y)
-
Current Price
$159.78
Return
+42.6%
Analyst
Jade Rahmani
Signal & Target
BUY
$43.00
Start Price
$41.32
Best Price (1Y)
-
Current Price
$33.29
Return
-19.4%
Block Inc - Ordinary Shares - Class A
SQ
Aug 03, 2021
Analyst
Steven Kwok
Signal & Target
BUY
$325.00
Start Price
$269.49
Best Price (1Y)
-
Current Price
$83.46
Return
-69.0%
First Republic Bank
FRC
Jul 13, 2021
Analyst
Christopher Mcgratty
Signal & Target
BUY
$225.00
Start Price
$196.26
Best Price (1Y)
-
Current Price
$3.51
Return
-98.2%
Regions Financial Corp.
RF
Jul 06, 2021
Analyst
David Konrad
Signal & Target
SELL
$18.00
Start Price
$19.12
Best Price (1Y)
-
Current Price
$29.27
Return
-53.1%
Goldman Sachs Group, Inc.
GS
Jul 06, 2021
Analyst
David Konrad
Signal & Target
BUY
$391.00
Start Price
$363.99
Best Price (1Y)
-
Current Price
$1,062.75
Return
+192.0%
PNC Financial Services Group Inc
PNC
Jul 06, 2021
Analyst
David Konrad
Signal & Target
BUY
$193.00
Start Price
$184.53
Best Price (1Y)
-
Current Price
$237.66
Return
+28.8%
Huntington Bancshares, Inc.
HBAN
Jul 06, 2021
Analyst
David Konrad
Signal & Target
BUY
$15.00
Start Price
$13.56
Best Price (1Y)
-
Current Price
$17.52
Return
+29.2%
Bank Of America Corp.
BAC
Jul 06, 2021
Analyst
David Konrad
Signal & Target
BUY
$40.00
Start Price
$39.48
Best Price (1Y)
-
Current Price
$56.02
Return
+41.9%
Morgan Stanley
MS
Jul 06, 2021
Analyst
David Konrad
Signal & Target
BUY
$115.00
Start Price
$88.32
Best Price (1Y)
-
Current Price
$214.04
Return
+142.3%
Truist Financial Corporation
TFC
Jul 06, 2021
Analyst
David Konrad
Signal & Target
SELL
$49.00
Start Price
$53.18
Best Price (1Y)
-
Current Price
$51.66
Return
+2.9%
Keycorp
KEY
Jul 06, 2021
Analyst
David Konrad
Signal & Target
BUY
$21.00
Start Price
$19.56
Best Price (1Y)
-
Current Price
$22.70
Return
+16.1%
Fifth Third Bancorp
FITB
Jul 06, 2021
Analyst
David Konrad
Signal & Target
BUY
$42.00
Start Price
$36.57
Best Price (1Y)
-
Current Price
$54.73
Return
+49.7%
State Street Corp.
STT
Jun 17, 2021
Analyst
Michael Brown
Signal & Target
BUY
$103.00
Start Price
$80.71
Best Price (1Y)
-
Current Price
$167.63
Return
+107.7%
Rocket Companies Inc - Ordinary Shares Class A
RKT
May 09, 2021
Analyst
Bose George
Signal & Target
SELL
$16.00
Start Price
$16.40
Best Price (1Y)
-
Current Price
$13.07
Return
+20.3%
Recent Upgrades / Downgrades
| Date | Stock | Action | From | To |
|---|---|---|---|---|
| May 22, 2026 |
Imax Corp
IMAX
|
Hold | Market Perform | Market Perform |
| Feb 26, 2026 |
Root Inc - Ordinary Shares - Class A
ROOT
|
Hold | Outperform | Outperform |
| Dec 15, 2025 |
Glacier Bancorp, Inc.
GBCI
|
Upgrade | Outperform | |
| Dec 10, 2025 |
Hippo Holdings Inc
HIPO
|
Hold | Market Perform | Market Perform |
| Nov 04, 2025 |
Ares Management Corp - Ordinary Shares - Class A
ARES
|
Hold | Outperform | Outperform |
| Oct 28, 2024 |
Bowhead Specialty Holdings Inc.
BOW
|
Hold | Market Perform | Market Perform |
| Jul 22, 2024 |
Fifth Third Bancorp
FITB
|
Hold | Market Perform | Market Perform |
| Jun 11, 2024 |
First Horizon Corporation
FHN
|
Hold | Overweight | Overweight |
| May 10, 2024 |
Brookfield Corporation - Ordinary Shares - Class A
BN
|
Hold | Market Perform | Market Perform |
| Apr 25, 2024 |
Simmons First National Corp. - Ordinary Shares - Class A
SFNC
|
Hold | Market Perform | Market Perform |
| Apr 24, 2024 |
Park National Corp.
PRK
|
Hold | Market Perform | Market Perform |
| Apr 23, 2024 |
Sierra Bancorp
BSRR
|
Hold | Market Perform | Market Perform |
| Apr 22, 2024 |
Texas Capital Bancshares, Inc.
TCBI
|
Hold | Outperform | Outperform |
| Oct 17, 2023 |
Charles Schwab Corp.
SCHW
|
Hold | Outperform | Outperform |
| Dec 28, 2022 |
AGNC Investment Corp
AGNC
|
Hold | Outperform | Outperform |
Imax Corp
IMAX
May 22
Action
Hold
From
Market Perform
To
Market Perform
Action
Hold
From
Outperform
To
Outperform
Glacier Bancorp, Inc.
GBCI
Dec 15
Action
Upgrade
From
-
To
Outperform
Hippo Holdings Inc
HIPO
Dec 10
Action
Hold
From
Market Perform
To
Market Perform
Action
Hold
From
Outperform
To
Outperform
Action
Hold
From
Market Perform
To
Market Perform
Fifth Third Bancorp
FITB
Jul 22
Action
Hold
From
Market Perform
To
Market Perform
Action
Hold
From
Overweight
To
Overweight
Action
Hold
From
Market Perform
To
Market Perform
Action
Hold
From
Market Perform
To
Market Perform
Park National Corp.
PRK
Apr 24
Action
Hold
From
Market Perform
To
Market Perform
Sierra Bancorp
BSRR
Apr 23
Action
Hold
From
Market Perform
To
Market Perform
Action
Hold
From
Outperform
To
Outperform
Charles Schwab Corp.
SCHW
Oct 17
Action
Hold
From
Outperform
To
Outperform
AGNC Investment Corp
AGNC
Dec 28
Action
Hold
From
Outperform
To
Outperform