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Steven Forbes

Steven Forbes Analyst Performance

Senior Managing Director at Guggenheim

Steven Forbes is a stock analyst at Guggenheim focused in the retail/wholesale sector, covering 17 publicly traded companies. Over the past year, Steven Forbes has issued 35 stock ratings, including buy and hold recommendations. While full access to Steven Forbes' 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 Steven Forbes' 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
49 Last 8 Years
Buy Recommendations
93.75% 45 Buy Ratings
Companies Covered
17 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy0.0%0 ratings
Buy93.8%45 ratings
Hold6.3%3 ratings
Sell0.0%0 ratings

Out of 48 total stock ratings issued by Steven Forbes at Guggenheim, the majority (93.8%) have been Buy recommendations, followed by 6.3% Hold.

Exchange Coverage

ExchangePercentageCount
NYSE
58.8% of companies on NYSE
10 companies
NASDAQ
41.2% of companies on NASDAQ
7 companies

Steven Forbes, an analyst at Guggenheim, currently covers 17 companies listed on NYSE and NASDAQ, with the majority traded on NYSE.

Coverage Focus

Sector IconSectorPercentage
Retail/Wholesale
15 companies
88.2%
Consumer Staples
2 companies
11.8%

Steven Forbes of Guggenheim specializes in stock coverage within the Retail/Wholesale sector, with additional focus on Consumer Staples companies.

Coverage Industries

IndustryPercentage
RETAIL - MISC/DIV
6 companies
35.3%
INTERNET COMMERCE
3 companies
17.6%
RETAIL - HOME FRN
3 companies
17.6%
RET/WHL - AUTO PT
2 companies
11.8%
CONS PD - MISC STPL
2 companies
11.8%
RETAIL - CONS ELC
1 company
5.9%

About Steven Forbes

Mr. Forbes is a Senior Managing Director and Equity Research Analyst covering the Hardlines Retail sector. He has more than 10 years of relevant experience. Prior to joining Guggenheim, Mr. Forbes was an Assurance Associate at PricewaterhouseCoopers (PwC) in the U.S. Health Industries Practice. He earned a B.S. in Accounting from Lehigh University. Mr. Forbes is a licensed Certified Public Accountant in New York and a CFA® Charterholder.
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Steven Forbes' Ratings History at Guggenheim

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
Etsy, Inc. stock logo
ETSY
Etsy
9/18/2025Reiterated Rating$63.22$70.00Buy
RH stock logo
RH
RH
9/12/2025Reiterated Rating$227.94$300.00Buy
Petco Health and Wellness Company, Inc. stock logo
WOOF
Petco Health and Wellness
9/2/2025Reiterated Rating$3.77Neutral
Best Buy Co., Inc. stock logo
BBY
Best Buy
8/29/2025Reiterated Rating$74.20$90.00Buy
Wayfair Inc. stock logo
W
Wayfair
8/27/2025Reiterated Rating$73.55$90.00Buy
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
8/21/2025Reiterated Rating$257.24$300.00Buy
Floor & Decor Holdings, Inc. stock logo
FND
Floor & Decor
8/1/2025Lower Price Target$76.28$90.00Buy
Etsy, Inc. stock logo
ETSY
Etsy
7/31/2025Boost Price Target$59.13$70.00Buy
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
7/25/2025Boost Price Target$98.16$110.00Buy
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
7/22/2025Reiterated Rating$222.67$300.00Buy
RH stock logo
RH
RH
7/2/2025Reiterated Rating$198.58$300.00Buy
Chewy stock logo
CHWY
Chewy
6/12/2025Reiterated Rating$41.66$45.00Buy
Best Buy Co., Inc. stock logo
BBY
Best Buy
6/10/2025Reiterated Rating$74.94$90.00Buy
Best Buy Co., Inc. stock logo
BBY
Best Buy
5/30/2025Reiterated Rating$66.50$90.00Buy
AutoZone, Inc. stock logo
AZO
AutoZone
5/28/2025Boost Price Target$3,783.44$4,100.00Buy
The Home Depot, Inc. stock logo
HD
Home Depot
5/21/2025Reiterated Rating$376.84$450.00Buy
SharkNinja, Inc. stock logo
SN
SharkNinja
5/9/2025Lower Price Target$91.24$120.00Buy
Arhaus, Inc. stock logo
ARHS
Arhaus
5/9/2025Lower Price Target$7.92$12.00Buy
Wayfair Inc. stock logo
W
Wayfair
5/2/2025Lower Price Target$33.73$50.00Buy
Floor & Decor Holdings, Inc. stock logo
FND
Floor & Decor
5/2/2025Lower Price Target$75.55$100.00Buy
Tractor Supply Company stock logo
TSCO
Tractor Supply
4/25/2025Lower Price Target$49.65$55.00Buy
RH stock logo
RH
RH
4/3/2025Lower Price Target$142.63$300.00Buy
RH stock logo
RH
RH
3/26/2025Lower Price Target$252.51$500.00Buy
DICK'S Sporting Goods, Inc. stock logo
DKS
DICK'S Sporting Goods
3/12/2025Reiterated Rating$195.13Neutral
Wayfair Inc. stock logo
W
Wayfair
3/10/2025Reiterated Rating$33.46$60.00Buy
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
3/10/2025Reiterated Rating$89.28$98.33Buy
Best Buy Co., Inc. stock logo
BBY
Best Buy
3/5/2025Lower Price Target$75.42$90.00Buy
AutoZone, Inc. stock logo
AZO
AutoZone
3/5/2025Boost Price Target$3,506.98$3,850.00Buy
The Home Depot, Inc. stock logo
HD
Home Depot
2/26/2025Reiterated Rating$397.32$450.00Buy
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
2/7/2025Boost Price Target$88.68$98.33Buy
Leslie's, Inc. stock logo
LESL
Leslie's
2/7/2025Reiterated Rating$1.73Neutral
Chewy stock logo
CHWY
Chewy
2/4/2025Set Price Target$35.03$42.00Buy
Tractor Supply Company stock logo
TSCO
Tractor Supply
1/31/2025Reiterated Rating$53.77$60.00Buy
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
1/24/2025Boost Price Target$83.70$93.33Buy