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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.
+18.3%
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 📉
58%
18 W / 13 L
Target Met
? How often was the target reached?
Hits vs. Total.
81%
17 W / 4 L
Precision Hit
? How often precise (±3%)?
Hits vs. Total.
10%
2 W / 19 L
Bullseye Hit
? How often perfect (±1%)?
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.
46%
6 W / 7 L
Long Wins
? Success rate for BUY ratings
How often is the analyst right when saying "Buy"?
(Price went UP).
57%
17 W / 13 L
Short Wins
? Success rate for SELL ratings
How often is the analyst right when saying "Sell"?
(Price went DOWN).
100%
1 W / 0 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 $101.34
Pending
$100.80 +0.8%
Jan 07, 2026
PJT Partners Inc - Ordinary Shares - Class A PJT
SELL $150.00
Est. +17%
$180.74 $127.73 (Low)
Target Met
$164.24 +9.1%
Jan 07, 2026
Morgan Stanley MS
BUY $211.00
Est. +14%
$185.33 $232.25
Target Met
$218.54 +17.9%
Jan 07, 2026
Stifel Financial Corp. SF
BUY $149.00
Est. +71%
$86.89 $88.79
Pending
$79.31 -8.7%
Dec 17, 2025
Citigroup Inc C
BUY $121.00
Est. +9%
$111.28 $147.96
Target Met
$132.27 +18.9%
Nov 24, 2025
Morgan Stanley MS
BUY $198.00
Est. +25%
$158.17 $232.25
Target Met
$218.54 +38.2%
Jul 10, 2025
Advanced Micro Devices Inc. AMD
BUY $339.00
Est. +135%
$144.12 $584.73
Target Met
$552.33 +283.2%
Jul 10, 2025
KKR & Co. Inc KKR
BUY $159.00
Est. +11%
$143.05 $153.87
Miss
$95.53 -33.2%
May 06, 2025
Ares Management Corp - Ordinary Shares - Class A ARES
BUY $193.00
Est. +21%
$159.63 $195.26
Precision Hit (±3%)
$119.57 -25.1%
Jan 03, 2025
Wells Fargo & Co. WFC
BUY $87.00
Est. +23%
$70.61 $95.85
Target Met
$86.43 +22.4%
Jan 03, 2025
Ares Management Corp - Ordinary Shares - Class A ARES
BUY $218.00
Est. +21%
$180.87 $200.49
Miss
$119.57 -33.9%
Jan 03, 2025
KKR & Co. Inc KKR
BUY $185.00
Est. +23%
$150.92 $170.40
Miss
$95.53 -36.7%
Jan 03, 2025
Northern Trust Corp. NTRS
BUY $110.00
Est. +8%
$102.25 $141.25
Target Met
$178.66 +74.7%
Jan 03, 2025
Evercore Inc - Ordinary Shares - Class A EVR
BUY $311.00
Est. +13%
$274.88 $364.42
Target Met
$334.98 +21.9%
Jan 03, 2025
Carlyle Group Inc (The) CG
BUY $60.00
Est. +17%
$51.31 $69.85
Target Met
$44.08 -14.1%
Jan 03, 2025
Perella Weinberg Partners - Ordinary Shares - Class A PWP
BUY $29.00
Est. +27%
$22.85 $27.03
Miss
$15.13 -33.8%
Sep 24, 2024
Apollo Global Management Inc - Ordinary Shares - Class A (New) APO
BUY $139.00
Est. +11%
$125.13 $189.42
Target Met
$119.04 -4.9%
Jun 26, 2024
Robinhood Markets Inc - Ordinary Shares - Class A HOOD
BUY $29.00
Est. +27%
$22.77 $85.55
Target Met
$104.48 +358.8%
Apr 19, 2024
Bank Of America Corp. BAC
BUY $42.00
Est. +17%
$35.77 $48.08
Target Met
$61.62 +72.3%
Apr 15, 2024
Charles Schwab Corp. SCHW
BUY $84.00
Est. +16%
$72.33 $84.49
Bullseye Hit (±1%)
$100.80 +39.4%
Mar 22, 2024
Blue Owl Capital Inc - Ordinary Shares - Class A OWL
BUY $22.00
Est. +21%
$18.24 $26.73
Target Met
$9.16 -49.8%
Mar 18, 2024
Charles Schwab Corp. SCHW
BUY $74.00
Est. +10%
$67.40 $84.49
Target Met
$100.80 +49.6%
Jan 10, 2024
Citigroup Inc C
BUY $58.00
Est. +8%
$53.48 $74.29
Target Met
$132.27 +147.3%
Jan 04, 2023
Morgan Stanley MS
BUY $92.00
Est. +6%
$86.82 - -
$218.54 +151.7%
Jan 04, 2022
Wells Fargo & Co. WFC
BUY $65.00
Est. +24%
$52.51 - -
$86.43 +64.6%
Jan 04, 2022
Robinhood Markets Inc - Ordinary Shares - Class A HOOD
BUY $20.00
Est. +15%
$17.40 - -
$104.48 +500.5%
Jan 04, 2022
Citigroup Inc C
BUY $71.00
Est. +13%
$63.09 - -
$132.27 +109.7%
Jan 04, 2022
Bank Of America Corp. BAC
BUY $49.00
Est. +3%
$47.76 - -
$61.62 +29.0%
Jan 04, 2022
Morgan Stanley MS
BUY $140.00
Est. +35%
$103.54 - -
$218.54 +111.1%
Jan 04, 2022
JPMorgan Chase & Co. JPM
BUY $185.00
Est. +12%
$165.60 - -
$348.21 +110.3%
Oct 22, 2021
Charles Schwab Corp. SCHW
BUY $90.00
Est. +8%
$83.19 - -
$100.80 +21.2%
Signal & Target
BUY $127.00
Start Price $99.96
Best Price (1Y)
$101.34
Current Price $100.80
Return +0.8%
Signal & Target
SELL $150.00
Start Price $180.74
Best Price (1Y)
$127.73
Current Price $164.24
Return +9.1%
Morgan Stanley
MS
Jan 07, 2026
Signal & Target
BUY $211.00
Start Price $185.33
Best Price (1Y)
$232.25
Current Price $218.54
Return +17.9%
Signal & Target
BUY $149.00
Start Price $86.89
Best Price (1Y)
$88.79
Current Price $79.31
Return -8.7%
Citigroup Inc
C
Dec 17, 2025
Signal & Target
BUY $121.00
Start Price $111.28
Best Price (1Y)
$147.96
Current Price $132.27
Return +18.9%
Morgan Stanley
MS
Nov 24, 2025
Signal & Target
BUY $198.00
Start Price $158.17
Best Price (1Y)
$232.25
Current Price $218.54
Return +38.2%
Signal & Target
BUY $339.00
Start Price $144.12
Best Price (1Y)
$584.73
Current Price $552.33
Return +283.2%
KKR & Co. Inc
KKR
Jul 10, 2025
Signal & Target
BUY $159.00
Start Price $143.05
Best Price (1Y)
$153.87
Current Price $95.53
Return -33.2%
Signal & Target
BUY $193.00
Start Price $159.63
Best Price (1Y)
$195.26
Current Price $119.57
Return -25.1%
Signal & Target
BUY $87.00
Start Price $70.61
Best Price (1Y)
$95.85
Current Price $86.43
Return +22.4%
Signal & Target
BUY $218.00
Start Price $180.87
Best Price (1Y)
$200.49
Current Price $119.57
Return -33.9%
KKR & Co. Inc
KKR
Jan 03, 2025
Signal & Target
BUY $185.00
Start Price $150.92
Best Price (1Y)
$170.40
Current Price $95.53
Return -36.7%
Signal & Target
BUY $110.00
Start Price $102.25
Best Price (1Y)
$141.25
Current Price $178.66
Return +74.7%
Signal & Target
BUY $311.00
Start Price $274.88
Best Price (1Y)
$364.42
Current Price $334.98
Return +21.9%
Signal & Target
BUY $60.00
Start Price $51.31
Best Price (1Y)
$69.85
Current Price $44.08
Return -14.1%
Signal & Target
BUY $29.00
Start Price $22.85
Best Price (1Y)
$27.03
Current Price $15.13
Return -33.8%
Signal & Target
BUY $139.00
Start Price $125.13
Best Price (1Y)
$189.42
Current Price $119.04
Return -4.9%
Signal & Target
BUY $29.00
Start Price $22.77
Best Price (1Y)
$85.55
Current Price $104.48
Return +358.8%
Signal & Target
BUY $42.00
Start Price $35.77
Best Price (1Y)
$48.08
Current Price $61.62
Return +72.3%
Signal & Target
BUY $84.00
Start Price $72.33
Best Price (1Y)
$84.49
Current Price $100.80
Return +39.4%
Signal & Target
BUY $22.00
Start Price $18.24
Best Price (1Y)
$26.73
Current Price $9.16
Return -49.8%
Signal & Target
BUY $74.00
Start Price $67.40
Best Price (1Y)
$84.49
Current Price $100.80
Return +49.6%
Citigroup Inc
C
Jan 10, 2024
Signal & Target
BUY $58.00
Start Price $53.48
Best Price (1Y)
$74.29
Current Price $132.27
Return +147.3%
Morgan Stanley
MS
Jan 04, 2023
Signal & Target
BUY $92.00
Start Price $86.82
Best Price (1Y)
-
Current Price $218.54
Return +151.7%
Signal & Target
BUY $65.00
Start Price $52.51
Best Price (1Y)
-
Current Price $86.43
Return +64.6%
Signal & Target
BUY $20.00
Start Price $17.40
Best Price (1Y)
-
Current Price $104.48
Return +500.5%
Citigroup Inc
C
Jan 04, 2022
Signal & Target
BUY $71.00
Start Price $63.09
Best Price (1Y)
-
Current Price $132.27
Return +109.7%
Signal & Target
BUY $49.00
Start Price $47.76
Best Price (1Y)
-
Current Price $61.62
Return +29.0%
Morgan Stanley
MS
Jan 04, 2022
Signal & Target
BUY $140.00
Start Price $103.54
Best Price (1Y)
-
Current Price $218.54
Return +111.1%
Signal & Target
BUY $185.00
Start Price $165.60
Best Price (1Y)
-
Current Price $348.21
Return +110.3%
Signal & Target
BUY $90.00
Start Price $83.19
Best Price (1Y)
-
Current Price $100.80
Return +21.2%