Jacob Stephan Analyst PerformanceSenior Research Analyst at Lake Street CapitalJacob Stephan is a stock analyst at Lake Street Capital across a range of sectors, covering 7 publicly traded companies. Over the past year, Jacob Stephan has issued 10 stock ratings, including buy and hold recommendations. While full access to Jacob Stephan's proprietary MarketBeat Analyst Ranking is reserved for MarketBeat All Access subscribers, the rating is updated daily to reflect the most recent analyst activity. This profile highlights Jacob Stephan's coverage history, rating activity, and performance tendencies — helping individual investors make more informed trading decisions. Analyst Rankings, Coverage, and Performance StatisticsAnalyst RankingSubscribe to MarketBeat All Access for the analyst's recommendation accuracy rating MarketBeatAverage Return00.00% 12-Month ROISuccess Rate00.00% Profitable RatingsTotal Ratings10 Last 0 YearsBuy Recommendations70.00% 7 Buy RatingsCompanies Covered7 Unique Companies Ratings Distribution10RatingsDistribution of strong buy, buy, hold, and sell ratings by Jacob Stephan.RatingPercentageCount Strong Buy0.0%0 ratings Buy70.0%7 ratings Hold30.0%3 ratings Sell0.0%0 ratingsOut of 10 total stock ratings issued by Jacob Stephan at Lake Street Capital, the majority (70.0%) have been Buy recommendations, followed by 30.0% Hold.Best & Worst CallsThis analyst does not have any ratings with enough history to determine best and worst calls.Exchange CoverageExchangePercentageCountNASDAQ85.7% of companies on NASDAQ6 companiesNYSEAMERICAN14.3% of companies on NYSEAMERICAN1 companyJacob Stephan, an analyst at Lake Street Capital, currently covers 7 companies listed on NASDAQ and NYSEAMERICAN, with the majority traded on NASDAQ.Coverage FocusSector IconSectorPercentageBusiness Services4 companies57.1%Financial Services1 company14.3%Medical1 company14.3%Computer and Technology1 company14.3%Jacob Stephan of Lake Street Capital specializes in stock coverage within the Business Services sector, with additional focus on Financial Services and Medical companies.Coverage IndustriesIndustryPercentageFINANCIAL TRANSACTION SERVICES2 companies28.6%TECHNOLOGY SERVICES2 companies28.6%CREDIT SERVICES1 company14.3%MEDICAL SERVICES1 company14.3%INTERNET SOFTWARE1 company14.3% About Jacob StephanJacob serves as an Equity Research Analyst in industrial growth, technology, and high-growth opportunities universes. Before joining Lake Street, Jacob was an Investment Analyst Intern at Legendary Capital. Jacob earned a BA in Finance from Concordia College, where he was named Outstanding Finance Student at the Offutt School of Business. Follow on LinkedIn Jacob Stephan's Ratings History at Lake Street Capital Custom Range 1 Month 3 Months 6 Months Year-to-Date 1 Year 2 Years 3 Years 4 Years 5 Years All Time Timeframe Start Date End Date All Ratings Strong Buy Buy Hold Sell Rating Recommendation ROI is the percentage between the price on the Report Date to the price 12 months after the report date.Available with a MarketBeat All Access Subscription12-Month ROIUpgrade to All Access to use the All ROI Filter Export to Excel CompanyReport DateActionReport Date Price12-MonthPrice TargetRating12-MonthPrice & ROIDetailsACCSACCESS Newswire8/13/2025Lower Price Target$11.33$14.00Buy$0.0000.00% ROIPAYSPaysign8/6/2025Boost Price Target$5.21$10.00Buy$0.0000.00% ROIPHLTPerformant Healthcare8/4/2025Downgrade$7.62$7.75Hold$0.0000.00% ROIPAYSPaysign6/26/2025Boost Price Target$6.40$9.00Buy$0.0000.00% ROIDAVEDave5/9/2025Boost Price Target$154.78$177.00Buy$0.0000.00% ROICDLXCardlytics5/8/2025Lower Price Target$1.99$2.50Hold$0.0000.00% ROIALKTAlkami Technology5/1/2025Lower Price Target$26.07$41.00Buy$0.0000.00% ROICDLXCardlytics3/13/2025Lower Price Target$2.07$3.00Hold$0.0000.00% ROICMPOCompoSecure3/6/2025Lower Price Target$11.56$15.00Buy$0.0000.00% ROIDAVEDave3/5/2025Boost Price Target$91.53$118.00Buy$0.0000.00% ROI Stock Forecasts and Research Tools Today's Ratings U.S. Ratings U.K. Ratings Canadian Ratings All Upgrades All Downgrades All Initiations All Price Target Changes Top-Rated Stocks Top Rated Stocks Top-Rated Dividend Stocks Top-Rated Small-Cap Stocks Top-Rated Tech Stocks Most-Upgraded Stocks Most-Downgraded Stocks Lowest-Rated Stocks More Ratings Tools Stock Ratings by Issuer Top-Rated Analysts Top-Rated Brokerages Stock Ratings Screener Free Ratings Newsletter Price Forecasts for Popular Stocks Alphabet (Google) Stock ForecastAmazon Stock ForecastApple Stock ForecastMeta (Facebook) Stock ForecastMicrosoft Stock ForecastNetflix Stock ForecastNvidia Stock ForecastTesla Stock Forecast Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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