James Bales Profile - Morgan Stanley Analyst
11 Followers
James Bales Morgan Stanley
Wall Street Analyst
Success Rate
119 out of 328 ratings made a profit
Average Return
-3.80%
Average return per rating
Time Frame
Compare to
Copying James Bales's trades since 2021 and holding each position for 1 Year would result in 36.28% of your transactions generating a profit, with an average return of -3.8% per rating.
Stock Rating Distribution
78.40% Buy
17.60% Hold
3.99% Sell
Distribution of James Bales's ratings
Additional Information
Main Sector:General
Geo Coverage:
Best Rating
Stock:
Rating:Buy
Date:Oct 09, 2024 - Oct 09, 2025
Return:+210.70%
The most profitable rating made by James Bales
James Bales's Stock Coverage
G8 Education Limited
Aug 24, 2021
Hold
Reiterated
AU$1.00
(614.29% Upside)
5Ratings
―
0.00%
IDP Education Ltd.
Mar 10, 2022
Buy
Reiterated
AU$40.20
(1787.32% Upside)
14Ratings
+23.48%
Reckon Limited
Feb 12, 2025
Hold
Reiterated
AU$0.58
(39.76% Upside)
15Ratings
-19.00%
Corporate Travel Management Limited
May 05, 2025
Hold
Downgraded
AU$11.80
(-26.57% Downside)
29Ratings
-11.06%
3P Learning Ltd.
May 26, 2025
Hold
Reiterated
AU$0.90
(260.00% Upside)
12Ratings
+28.78%
Collins Foods
Aug 18, 2025
Buy
Reiterated
AU$10.60
(29.35% Upside)
6Ratings
+15.67%
Baby Bunting Group Ltd.
Feb 18, 2026
Buy
Reiterated
AU$3.60
(140.00% Upside)
23Ratings
-13.26%
Superloop Ltd.
Feb 19, 2026
Buy
Reiterated
AU$3.60
(5.11% Upside)
1Ratings
+23.80%
Propel Funeral Partners Ltd.
Feb 25, 2026
Buy
Reiterated
AU$6.00
(95.44% Upside)
12Ratings
+7.62%
Jumbo Interactive Limited
Feb 26, 2026
Buy
Reiterated
AU$14.50
(94.89% Upside)
51Ratings
-5.33%
List of latest recommendations made by James Bales. Click to expand and see James Bales'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.
James Bales activity FAQ
What is the performance of James Bales's recommendations?
The percentage of profitable recommendations made by James Bales is 36%, and the average return per transaction is -3.80%.
What was James Bales's most profitable rating?
James Bales’s most profitable ratings was a buy on AU:360 stock on Oct 09, 2024 - Oct 09, 2025. The return on the trade was +210.70%.
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