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Jacob Stephen Analyst Performance

Analyst at Lake Street Capital

Jacob Stephen is a stock analyst at Lake Street Capital across a range of sectors, covering 5 publicly traded companies. Over the past year, Jacob Stephen has issued 5 stock ratings, including and buy recommendations. While full access to Jacob Stephen'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 Stephen's coverage history, rating activity, and performance tendencies — helping individual investors make more informed trading decisions.

Analyst Rankings, Coverage, and Performance Statistics

Average Return
00.00% 12-Month ROI
Success Rate
00.00% Profitable Ratings
Total Ratings
5 Last 0 Years
Buy Recommendations
100.00% 5 Buy Ratings
Companies Covered
5 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy0.0%0 ratings
Buy100.0%5 ratings
Hold0.0%0 ratings
Sell0.0%0 ratings

the majority (100.0%) have been Buy recommendations.

Best & Worst Calls

This analyst does not have any ratings with enough history to determine best and worst calls.

Exchange Coverage

ExchangePercentageCount
NASDAQ
80.0% of companies on NASDAQ
4 companies
NYSE
20.0% of companies on NYSE
1 company

Jacob Stephen, an analyst at Lake Street Capital, currently covers 5 companies listed on NASDAQ and NYSE, with the majority traded on NASDAQ.

Coverage Focus

Sector IconSectorPercentage
Computer and Technology
2 companies
40.0%
Industrials
1 company
20.0%
Finance
1 company
20.0%
Business Services
1 company
20.0%

Jacob Stephen of Lake Street Capital specializes in stock coverage within the Computer and Technology sector, with additional focus on Industrials and Finance companies.

Coverage Industries

IndustryPercentage
PRINTING - COMMRL
1 company
20.0%
COMP - STORAGE DE
1 company
20.0%
FIN - MISC SVCS
1 company
20.0%
TECHNOLOGY SERVICES
1 company
20.0%
ELEC COMP - SEMIC
1 company
20.0%

Jacob Stephen's Ratings History at Lake Street Capital

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 Subscription
12-Month ROIUpgrade to All Access to use the All ROI Filter
CompanyReport DateActionReport Date Price12-Month
Price Target
Rating12-Month
Price & ROI
Details
Research Solutions Inc. stock logo
RSSS
Research Solutions
5/18/2026Lower Price Target$2.03$4.00Buy
Quantum Corporation stock logo
QMCO
Quantum
3/25/2026Initiated Coverage$5.69$8.00Buy
Heritage Global Inc. stock logo
HGBL
Heritage Global
3/13/2026Initiated Coverage$1.23$4.50Buy
SKYX Platforms Corp. stock logo
SKYX
SKYX Platforms
3/5/2026Initiated Coverage$2.01$5.00Buy
Sequans Communications S.A. stock logo
SQNS
Sequans Communications
12/10/2025Initiated Coverage$6.74$18.00Buy