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 11 publicly traded companies. Over the past year, Jacob Stephan has issued 12 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 to unlock analyst rankings MarketBeatAverage Return00.00% 12-Month ROISuccess Rate00.00% Profitable RatingsTotal Ratings22 Last 1 YearsBuy Recommendations77.27% 17 Buy RatingsCompanies Covered11 Unique Companies Ratings Distribution22RatingsDistribution of strong buy, buy, hold, and sell ratings by Jacob Stephan.RatingPercentageCount Strong Buy0.0%0 ratings Buy77.3%17 ratings Hold22.7%5 ratings Sell0.0%0 ratingsOut of 22 total stock ratings issued by Jacob Stephan at Lake Street Capital, the majority (77.3%) have been Buy recommendations, followed by 22.7% Hold.Best & Worst CallsBest Call0000.0%DAVEMar 2025Subscribe to MarketBeat All Access to get analyst recommendation ROI.Worst Call000.0%ACCSAug 2025Subscribe to MarketBeat All Access to get analyst recommendation ROI.Exchange CoverageExchangePercentageCountNASDAQ90.9% of companies on NASDAQ10 companiesNYSEAMERICAN9.1% of companies on NYSEAMERICAN1 companyJacob Stephan, an analyst at Lake Street Capital, currently covers 11 companies listed on NASDAQ and NYSEAMERICAN, with the majority traded on NASDAQ.Coverage FocusSector IconSectorPercentageFinance4 companies36.4%Communication Services3 companies27.3%Technology2 companies18.2%Industrials1 company9.1%Healthcare1 company9.1%Jacob Stephan of Lake Street Capital specializes in stock coverage within the Finance sector, with additional focus on Communication Services and Technology companies.Coverage IndustriesIndustryPercentageFINANCIAL SERVICES3 companies27.3%MEDIA2 companies18.2%INTERACTIVE MEDIA & SERVICES1 company9.1%TECHNOLOGY HARDWARE, STORAGE & PERIPHERALS1 company9.1%CONSUMER FINANCE1 company9.1%MACHINERY1 company9.1%HEALTHCARE PROVIDERS & SERVICES1 company9.1%SOFTWARE1 company9.1% 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 More filters Fewer filters Done 0 Results Export CompanyReport DateActionReport Date Price12-MonthPrice TargetRating12-MonthPrice & ROIDetailsRUMRumble10/6/2026Initiated Coverage$7.38$25.00Hold$0.0000.00% ROIPRTHPriority Technology9/21/2026Downgrade$7.77$8.05Hold$0.0000.00% ROIPAYSPaysign9/15/2026Boost Price Target$12.49$15.00Buy$0.0000.00% ROIQMCOQuantum9/14/2026Set Price Target$22.46$29.00Buy$0.0000.00% ROIHGBLHeritage Global8/14/2026Lower Price Target$1.09$3.00Buy$0.0000.00% ROIDAVEDave8/6/2026Reiterated Rating$379.28$450.00Buy$0.0000.00% ROIPAYSPaysign8/6/2026Reiterated Rating$12.47$13.00Buy$0.0000.00% ROIACCSACCESS Newswire5/13/2026Lower Price Target$7.50$12.00Buy$0.0000.00% ROIPAYSPaysign3/25/2026Boost Price Target$5.17$11.00Buy$0.0000.00% ROIDAVEDave3/3/2026Boost Price Target$197.60$326.00Buy$0.0000.00% ROICMPOCompoSecure12/24/2025Reiterated Rating$19.52Buy$0.0000.00% ROICMPOCompoSecure11/4/2025Boost Price Target$21.96$25.00Buy$0.0000.00% ROIACCSACCESS 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$000.0000.00% ROICDLXCardlytics5/8/2025Lower Price Target$19.90$25.00Hold$0.0000.00% ROIALKTAlkami Technology5/1/2025Lower Price Target$26.07$41.00Buy$00.0000.00% ROICDLXCardlytics3/13/2025Lower Price Target$20.70$30.00Hold$0.0000.00% ROICMPOCompoSecure3/6/2025Lower Price Target$11.56$15.00Buy$00.0000.00% ROIDAVEDave3/5/2025Boost Price Target$91.53$118.00Buy$000.0000.00% ROI Stock Forecasts and Research Tools Today's Analyst 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 Top Stock Recommendations by BrokerageWall Street ZenUBS GroupCitigroupBarclaysRoyal Bank Of CanadaMorgan StanleyWells Fargo & CompanyJPMorgan Chase & Co.Jefferies Financial GroupThe Goldman Sachs GroupTD CowenTruist FinancialPiper SandlerDeutsche Bank AktiengesellschaftBMO Capital Markets Unlock superior investment research and tools. 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