James Tate CFA Profile - Goldman Sachs Analyst
11 Followers
James Tate CFA Goldman Sachs
Wall Street Analyst
Success Rate
24 out of 49 ratings made a profit
Average Return
-0.60%
Average return per rating
Time Frame
Compare to
Copying James Tate CFA's trades since 2025 and holding each position for 1 Year would result in 48.98% of your transactions generating a profit, with an average return of -0.6% per rating.
Stock Rating Distribution
69.41% Buy
25.88% Hold
4.71% Sell
Distribution of James Tate CFA's ratings
Additional Information
Main Sector:General
Geo Coverage:
Best Rating
The most profitable rating made by James Tate CFA
James Tate CFA's Stock Coverage
Vestas Wind Systems
Aug 13, 2025
Sell
Reiterated
―
1Ratings
-81.40%
JCDecaux SA
Jul 08, 2026
Hold
Reiterated
€21.50
(-13.86% Downside)
16Ratings
-3.84%
Pearson
Aug 04, 2026
Hold
Downgraded
1,375.00 p
(12.84% Upside)
14Ratings
+9.49%
Springer Nature AG & Co. KGaA
Aug 06, 2026
Buy
Reiterated
€26.00
(25.00% Upside)
5Ratings
+15.34%
Stroeer SE & Co. KGaA
Aug 14, 2026
Sell
Reiterated
€38.50
(3.11% Upside)
14Ratings
-4.33%
AUTO1 Group SE
Sep 03, 2026
Buy
Reiterated
€37.00
(101.63% Upside)
23Ratings
-7.86%
Informa
Sep 18, 2026
Buy
Reiterated
1,130.00 p
(28.94% Upside)
12Ratings
+4.26%
List of latest recommendations made by James Tate CFA. Click to expand and see James Tate CFA'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 Tate CFA activity FAQ
What is the performance of James Tate CFA's recommendations?
The percentage of profitable recommendations made by James Tate CFA is 49%, and the average return per transaction is -0.60%.
What was James Tate CFA's most profitable rating?
James Tate CFA’s most profitable ratings was a buy on DE:AG1 stock on Jan 15, 2025 - Jan 15, 2026. The return on the trade was +97.40%.
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