Analyst Profile

Followed by 4 followers
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Robert Simmons, CFA

Robert Simmons, CFA

D.A. Davidson
Wall Street Analyst
#7,366 out of 8,112 Wall Street Analysts
#22,182 out of 24,193 experts

Success Rate

19%
3 out of 16 transactions made a profit

Average Return

-20.10%
Average return per transaction
Time Frame
1 Year
Compare to
No Benchmark
Copying Robert Simmons, CFA's trades since 2021 and holding each position for 1 Year would result in 18.75% of your transactions generating a profit, with an average return of -20.1% per rating.

Stock Rating Distribution

35Ratings
60.00% Buy
40.00% Hold
0.00% Sell
Distribution of Robert Simmons, CFA's ratings

Additional Information

Main Sector:General
Geo Coverage:
United StatesUS Market

Best Rating

Stock:
Monday.Com Ltd.
(MNDY)
Rating:Buy
Date:Nov 09, 2022 - Today
Return:+26.50%
The most profitable rating made by Robert Simmons, CFA

Robert Simmons, CFA's Stock Coverage

Company
Date
Position
Action
Price Target
No. of Ratings
Success Rate
Avg. Return
Pathfinder Acquisition
Oct 28, 2021
Buy
Initiated
$12.50
(25.50% Upside)
1Ratings
0%
0.00%
Asana
Jan 04, 2022
Hold
Initiated
$65.00
(259.51% Upside)
1Ratings
0.00%
Accolade
Aug 11, 2022
Buy
Initiated
$16.00
(78.37% Upside)
1Ratings
0%
-29.00%
Paycor HCM
Aug 24, 2022
Hold
Reiterated
$32.00
(7.42% Upside)
2Ratings
0.00%
Skillsoft
Sep 08, 2022
Buy
Reiterated
$3.00
(57.89% Upside)
2Ratings
0%
-39.30%
Smartsheet
Sep 21, 2022
Buy
Reiterated
$45.00
(38.42% Upside)
3Ratings
0%
-39.10%
Phreesia
Oct 12, 2022
Hold
Initiated
$25.00
(-11.19% Downside)
1Ratings
0.00%
Teladoc
Oct 25, 2022
Buy
Reiterated
$40.00
(37.93% Upside)
2Ratings
50%
-8.30%
Paylocity
Oct 28, 2022
Hold
Downgraded
$250.00
(11.92% Upside)
2Ratings
0%
-18.60%
Paycom
Nov 02, 2022
Hold
Reiterated
$375.00
(8.31% Upside)
5Ratings
50%
-3.90%
List of latest recommendations made by Robert Simmons, CFA. Click to expand and see Robert Simmons, 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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