Steven Forbes Analyst Performance

Senior Managing Director at Guggenheim

Steven Forbes is a stock analyst at Guggenheim focused in the retail/wholesale sector, covering 18 publicly traded companies. Over the past year, Steven Forbes has issued 36 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.

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Average Return: 00.00% 12-Month ROI
Success Rate: 00.00% Profitable Ratings
Total Ratings: 50 Last 8 Years
Buy Recommendations: 91.84% 45 Buy Ratings
Companies Covered: 18 Unique Companies

Ratings Distribution

Rating	Percentage	Count
Strong Buy	0.0%	0 ratings
Buy	91.8%	45 ratings
Hold	8.2%	3 ratings
Sell	0.0%	0 ratings

Out of 49 total stock ratings issued by Steven Forbes at Guggenheim, the majority (91.8%) have been Buy recommendations, followed by 8.2% Hold.

Best & Worst Calls

Best Call
0000.0%
RH
Feb 2017
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Worst Call
000.0%
RH
Jun 2020
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Exchange Coverage

Exchange	Percentage	Count
NYSE	55.6% of companies on NYSE	10 companies
NASDAQ	44.4% of companies on NASDAQ	8 companies

Steven Forbes, an analyst at Guggenheim, currently covers 18 companies listed on NYSE and NASDAQ, with the majority traded on NYSE.

Coverage Focus

Sector Icon	Sector	Percentage
	Retail/Wholesale 15 companies	83.3%
	Consumer Staples 2 companies	11.1%
	Consumer Discretionary 1 company	5.6%

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

Coverage Industries

Industry	Percentage
RETAIL - MISC/DIV 6 companies	33.3%
INTERNET COMMERCE 3 companies	16.7%
RETAIL - HOME FRN 3 companies	16.7%
RET/WHL - AUTO PT 2 companies	11.1%
CONS PD - MISC STPL 2 companies	11.1%
LEISURE&REC PRD 1 company	5.6%
RETAIL - CONS ELC 1 company	5.6%

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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Timeframe

Start Date

End Date

Rating

12-Month ROIAll ROI

Export to Excel

Company	Report Date	Action	Report Date Price	12-Month Price Target	Rating
POOL Pool	10/8/2025	Initiated Coverage	$301.09		Neutral
AZO AutoZone	9/24/2025	Boost Price Target	$4,133.40	$4,600.00	Buy
ETSY Etsy	9/18/2025	Reiterated Rating	$63.22	$70.00	Buy
RH RH	9/12/2025	Reiterated Rating	$227.94	$300.00	Buy
WOOF Petco Health and Wellness	9/2/2025	Reiterated Rating	$3.77		Neutral
BBY Best Buy	8/29/2025	Reiterated Rating	$74.20	$90.00	Buy
W Wayfair	8/27/2025	Reiterated Rating	$73.55	$90.00	Buy
LOW Lowe's Companies	8/21/2025	Reiterated Rating	$257.24	$300.00	Buy
FND Floor & Decor	8/1/2025	Lower Price Target	$76.28	$90.00	Buy
ETSY Etsy	7/31/2025	Boost Price Target	$59.13	$70.00	Buy
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ORLY O'Reilly Automotive	7/25/2025	Boost Price Target	$98.16	$110.00	Buy
LOW Lowe's Companies	7/22/2025	Reiterated Rating	$222.67	$300.00	Buy
RH RH	7/2/2025	Reiterated Rating	$198.58	$300.00	Buy
CHWY Chewy	6/12/2025	Reiterated Rating	$41.66	$45.00	Buy
BBY Best Buy	6/10/2025	Reiterated Rating	$74.94	$90.00	Buy
BBY Best Buy	5/30/2025	Reiterated Rating	$66.50	$90.00	Buy
AZO AutoZone	5/28/2025	Boost Price Target	$3,783.44	$4,100.00	Buy
HD Home Depot	5/21/2025	Reiterated Rating	$376.84	$450.00	Buy
SN SharkNinja	5/9/2025	Lower Price Target	$91.24	$120.00	Buy
ARHS Arhaus	5/9/2025	Lower Price Target	$7.92	$12.00	Buy
W Wayfair	5/2/2025	Lower Price Target	$33.73	$50.00	Buy
FND Floor & Decor	5/2/2025	Lower Price Target	$75.55	$100.00	Buy
TSCO Tractor Supply	4/25/2025	Lower Price Target	$49.65	$55.00	Buy
RH RH	4/3/2025	Lower Price Target	$142.63	$300.00	Buy
RH RH	3/26/2025	Lower Price Target	$252.51	$500.00	Buy
DKS DICK'S Sporting Goods	3/12/2025	Reiterated Rating	$195.13		Neutral
W Wayfair	3/10/2025	Reiterated Rating	$33.46	$60.00	Buy
ORLY O'Reilly Automotive	3/10/2025	Reiterated Rating	$89.28	$98.33	Buy
BBY Best Buy	3/5/2025	Lower Price Target	$75.42	$90.00	Buy
AZO AutoZone	3/5/2025	Boost Price Target	$3,506.98	$3,850.00	Buy
HD Home Depot	2/26/2025	Reiterated Rating	$397.32	$450.00	Buy
ORLY O'Reilly Automotive	2/7/2025	Boost Price Target	$88.68	$98.33	Buy
LESL Leslie's	2/7/2025	Reiterated Rating	$1.73		Neutral
CHWY Chewy	2/4/2025	Set Price Target	$35.03	$42.00	Buy
TSCO Tractor Supply	1/31/2025	Reiterated Rating	$53.77	$60.00	Buy
ORLY O'Reilly Automotive	1/24/2025	Boost Price Target	$83.70	$93.33	Buy

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