Steven Chubak Score: 38
Analyst at
Wolfe Research
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.
+17.2%
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 📉
56%
18 W / 14 L
Target Met
How often was the target reached?
Hits vs. Total.
Hits vs. Total.
81%
17 W / 4 L
Precision Hit
How often precise (±3%)?
Hits vs. Total.
Hits vs. Total.
10%
2 W / 19 L
Bullseye Hit
How often perfect (±1%)?
Hits vs. Total.
Hits vs. Total.
5%
1 W / 20 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.
50%
6 W / 6 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).
58%
18 W / 13 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).
0%
0 W / 1 L
Coverage & Price Targets
| Date | Stock | Signal | Target | Start Price | Best Price (1Y) | Accuracy | Current Price |
|---|---|---|---|---|---|---|---|
| Jul 21, 2026 |
Charles Schwab Corp.
SCHW
|
BUY |
$127.00
Est. +27%
|
$99.96 | $114.53 |
Pending
|
$110.38
+10.4%
|
| Jun 15, 2026 |
Lincoln International Inc.
LCLN
|
BUY |
$29.00
Est. +18%
|
$24.65 | $27.26 |
Pending
|
$26.83
+8.8%
|
| Jan 07, 2026 |
Stifel Financial Corp.
SF
|
BUY |
$149.00
Est. +14%
|
$130.34 | $88.79 |
Pending
|
$82.28
-36.9%
|
| Jan 07, 2026 |
Morgan Stanley
MS
|
BUY |
$211.00
Est. +14%
|
$185.33 | $232.25 |
Target Met
|
$217.15
+17.2%
|
| Jan 07, 2026 |
PJT Partners Inc - Ordinary Shares - Class A
PJT
|
SELL |
$150.00
Est. +17%
|
$180.74 | $127.73 (Low) |
Target Met
|
$185.82
-2.8%
|
| Dec 17, 2025 |
Citigroup Inc
C
|
BUY |
$121.00
Est. +9%
|
$111.28 | $147.96 |
Target Met
|
$138.14
+24.1%
|
| Nov 24, 2025 |
Morgan Stanley
MS
|
BUY |
$198.00
Est. +25%
|
$158.17 | $232.25 |
Target Met
|
$217.15
+37.3%
|
| Jul 10, 2025 |
KKR & Co. Inc
KKR
|
BUY |
$159.00
Est. +11%
|
$143.05 | $153.87 |
Miss
|
$109.76
-23.3%
|
| Jul 10, 2025 |
Advanced Micro Devices Inc.
AMD
|
BUY |
$339.00
Est. +135%
|
$144.12 | $584.73 |
Target Met
|
$456.16
+216.5%
|
| May 06, 2025 |
Ares Management Corp - Ordinary Shares - Class A
ARES
|
BUY |
$193.00
Est. +21%
|
$159.63 | $195.26 |
Precision Hit (±3%)
|
$141.52
-11.3%
|
| Jan 03, 2025 |
KKR & Co. Inc
KKR
|
BUY |
$185.00
Est. +23%
|
$150.92 | $170.40 |
Miss
|
$109.76
-27.3%
|
| Jan 03, 2025 |
Northern Trust Corp.
NTRS
|
BUY |
$110.00
Est. +8%
|
$102.25 | $141.25 |
Target Met
|
$187.45
+83.3%
|
| Jan 03, 2025 |
Wells Fargo & Co.
WFC
|
BUY |
$87.00
Est. +23%
|
$70.61 | $95.85 |
Target Met
|
$89.19
+26.3%
|
| Jan 03, 2025 |
Ares Management Corp - Ordinary Shares - Class A
ARES
|
BUY |
$218.00
Est. +21%
|
$180.87 | $200.49 |
Miss
|
$141.52
-21.8%
|
| Jan 03, 2025 |
Evercore Inc - Ordinary Shares - Class A
EVR
|
BUY |
$311.00
Est. +13%
|
$274.88 | $364.42 |
Target Met
|
$296.91
+8.0%
|
| Jan 03, 2025 |
Carlyle Group Inc (The)
CG
|
BUY |
$60.00
Est. +17%
|
$51.31 | $69.85 |
Target Met
|
$47.75
-6.9%
|
| Jan 03, 2025 |
Perella Weinberg Partners - Ordinary Shares - Class A
PWP
|
BUY |
$29.00
Est. +27%
|
$22.85 | $27.03 |
Miss
|
$16.93
-25.9%
|
| Sep 24, 2024 |
Apollo Global Management Inc - Ordinary Shares - Class A (New)
APO
|
BUY |
$139.00
Est. +11%
|
$125.13 | $189.42 |
Target Met
|
$134.49
+7.5%
|
| Jun 26, 2024 |
Robinhood Markets Inc - Ordinary Shares - Class A
HOOD
|
BUY |
$29.00
Est. +27%
|
$22.77 | $85.55 |
Target Met
|
$124.72
+447.7%
|
| Apr 19, 2024 |
Bank Of America Corp.
BAC
|
BUY |
$42.00
Est. +17%
|
$35.77 | $48.08 |
Target Met
|
$63.04
+76.2%
|
| Apr 15, 2024 |
Charles Schwab Corp.
SCHW
|
BUY |
$84.00
Est. +16%
|
$72.33 | $84.49 |
Bullseye Hit (±1%)
|
$110.38
+52.6%
|
| Mar 22, 2024 |
Blue Owl Capital Inc - Ordinary Shares - Class A
OWL
|
BUY |
$22.00
Est. +21%
|
$18.24 | $26.73 |
Target Met
|
$11.84
-35.1%
|
| Mar 18, 2024 |
Charles Schwab Corp.
SCHW
|
BUY |
$74.00
Est. +10%
|
$67.40 | $84.49 |
Target Met
|
$110.38
+63.8%
|
| Jan 10, 2024 |
Citigroup Inc
C
|
BUY |
$58.00
Est. +8%
|
$53.48 | $74.29 |
Target Met
|
$138.14
+158.3%
|
| Jan 04, 2023 |
Morgan Stanley
MS
|
BUY |
$92.00
Est. +6%
|
$86.82 | - | - |
$217.15
+150.1%
|
| Jan 04, 2022 |
Wells Fargo & Co.
WFC
|
BUY |
$65.00
Est. +24%
|
$52.51 | - | - |
$89.19
+69.9%
|
| Jan 04, 2022 |
Bank Of America Corp.
BAC
|
BUY |
$49.00
Est. +3%
|
$47.76 | - | - |
$63.04
+32.0%
|
| Jan 04, 2022 |
JPMorgan Chase & Co.
JPM
|
BUY |
$185.00
Est. +12%
|
$165.60 | - | - |
$362.06
+118.6%
|
| Jan 04, 2022 |
Citigroup Inc
C
|
BUY |
$71.00
Est. +13%
|
$63.09 | - | - |
$138.14
+119.0%
|
| Jan 04, 2022 |
Robinhood Markets Inc - Ordinary Shares - Class A
HOOD
|
BUY |
$20.00
Est. +15%
|
$17.40 | - | - |
$124.72
+616.8%
|
| Jan 04, 2022 |
Morgan Stanley
MS
|
BUY |
$140.00
Est. +35%
|
$103.54 | - | - |
$217.15
+109.7%
|
| Oct 22, 2021 |
Charles Schwab Corp.
SCHW
|
BUY |
$90.00
Est. +8%
|
$83.19 | - | - |
$110.38
+32.7%
|
Charles Schwab Corp.
SCHW
Jul 21, 2026
Signal & Target
BUY
$127.00
Start Price
$99.96
Best Price (1Y)
$114.53
Current Price
$110.38
Return
+10.4%
Lincoln International Inc.
LCLN
Jun 15, 2026
Signal & Target
BUY
$29.00
Start Price
$24.65
Best Price (1Y)
$27.26
Current Price
$26.83
Return
+8.8%
Stifel Financial Corp.
SF
Jan 07, 2026
Signal & Target
BUY
$149.00
Start Price
$130.34
Best Price (1Y)
$88.79
Current Price
$82.28
Return
-36.9%
Morgan Stanley
MS
Jan 07, 2026
Signal & Target
BUY
$211.00
Start Price
$185.33
Best Price (1Y)
$232.25
Current Price
$217.15
Return
+17.2%
PJT Partners Inc - Ordinary Shares - Class A
PJT
Jan 07, 2026
Signal & Target
SELL
$150.00
Start Price
$180.74
Best Price (1Y)
$127.73
Current Price
$185.82
Return
-2.8%
Citigroup Inc
C
Dec 17, 2025
Signal & Target
BUY
$121.00
Start Price
$111.28
Best Price (1Y)
$147.96
Current Price
$138.14
Return
+24.1%
Morgan Stanley
MS
Nov 24, 2025
Signal & Target
BUY
$198.00
Start Price
$158.17
Best Price (1Y)
$232.25
Current Price
$217.15
Return
+37.3%
KKR & Co. Inc
KKR
Jul 10, 2025
Signal & Target
BUY
$159.00
Start Price
$143.05
Best Price (1Y)
$153.87
Current Price
$109.76
Return
-23.3%
Advanced Micro Devices Inc.
AMD
Jul 10, 2025
Signal & Target
BUY
$339.00
Start Price
$144.12
Best Price (1Y)
$584.73
Current Price
$456.16
Return
+216.5%
Signal & Target
BUY
$193.00
Start Price
$159.63
Best Price (1Y)
$195.26
Current Price
$141.52
Return
-11.3%
KKR & Co. Inc
KKR
Jan 03, 2025
Signal & Target
BUY
$185.00
Start Price
$150.92
Best Price (1Y)
$170.40
Current Price
$109.76
Return
-27.3%
Northern Trust Corp.
NTRS
Jan 03, 2025
Signal & Target
BUY
$110.00
Start Price
$102.25
Best Price (1Y)
$141.25
Current Price
$187.45
Return
+83.3%
Wells Fargo & Co.
WFC
Jan 03, 2025
Signal & Target
BUY
$87.00
Start Price
$70.61
Best Price (1Y)
$95.85
Current Price
$89.19
Return
+26.3%
Signal & Target
BUY
$218.00
Start Price
$180.87
Best Price (1Y)
$200.49
Current Price
$141.52
Return
-21.8%
Evercore Inc - Ordinary Shares - Class A
EVR
Jan 03, 2025
Signal & Target
BUY
$311.00
Start Price
$274.88
Best Price (1Y)
$364.42
Current Price
$296.91
Return
+8.0%
Carlyle Group Inc (The)
CG
Jan 03, 2025
Signal & Target
BUY
$60.00
Start Price
$51.31
Best Price (1Y)
$69.85
Current Price
$47.75
Return
-6.9%
Signal & Target
BUY
$29.00
Start Price
$22.85
Best Price (1Y)
$27.03
Current Price
$16.93
Return
-25.9%
Signal & Target
BUY
$139.00
Start Price
$125.13
Best Price (1Y)
$189.42
Current Price
$134.49
Return
+7.5%
Signal & Target
BUY
$29.00
Start Price
$22.77
Best Price (1Y)
$85.55
Current Price
$124.72
Return
+447.7%
Bank Of America Corp.
BAC
Apr 19, 2024
Signal & Target
BUY
$42.00
Start Price
$35.77
Best Price (1Y)
$48.08
Current Price
$63.04
Return
+76.2%
Charles Schwab Corp.
SCHW
Apr 15, 2024
Signal & Target
BUY
$84.00
Start Price
$72.33
Best Price (1Y)
$84.49
Current Price
$110.38
Return
+52.6%
Blue Owl Capital Inc - Ordinary Shares - Class A
OWL
Mar 22, 2024
Signal & Target
BUY
$22.00
Start Price
$18.24
Best Price (1Y)
$26.73
Current Price
$11.84
Return
-35.1%
Charles Schwab Corp.
SCHW
Mar 18, 2024
Signal & Target
BUY
$74.00
Start Price
$67.40
Best Price (1Y)
$84.49
Current Price
$110.38
Return
+63.8%
Citigroup Inc
C
Jan 10, 2024
Signal & Target
BUY
$58.00
Start Price
$53.48
Best Price (1Y)
$74.29
Current Price
$138.14
Return
+158.3%
Morgan Stanley
MS
Jan 04, 2023
Signal & Target
BUY
$92.00
Start Price
$86.82
Best Price (1Y)
-
Current Price
$217.15
Return
+150.1%
Wells Fargo & Co.
WFC
Jan 04, 2022
Signal & Target
BUY
$65.00
Start Price
$52.51
Best Price (1Y)
-
Current Price
$89.19
Return
+69.9%
Bank Of America Corp.
BAC
Jan 04, 2022
Signal & Target
BUY
$49.00
Start Price
$47.76
Best Price (1Y)
-
Current Price
$63.04
Return
+32.0%
JPMorgan Chase & Co.
JPM
Jan 04, 2022
Signal & Target
BUY
$185.00
Start Price
$165.60
Best Price (1Y)
-
Current Price
$362.06
Return
+118.6%
Citigroup Inc
C
Jan 04, 2022
Signal & Target
BUY
$71.00
Start Price
$63.09
Best Price (1Y)
-
Current Price
$138.14
Return
+119.0%
Signal & Target
BUY
$20.00
Start Price
$17.40
Best Price (1Y)
-
Current Price
$124.72
Return
+616.8%
Morgan Stanley
MS
Jan 04, 2022
Signal & Target
BUY
$140.00
Start Price
$103.54
Best Price (1Y)
-
Current Price
$217.15
Return
+109.7%
Charles Schwab Corp.
SCHW
Oct 22, 2021
Signal & Target
BUY
$90.00
Start Price
$83.19
Best Price (1Y)
-
Current Price
$110.38
Return
+32.7%