Steven Chubak Analyst Performance

Analyst at Wolfe Research

Steven Chubak is a stock analyst at Wolfe Research focused in the finance sector, covering 23 publicly traded companies. Over the past year, Steven Chubak has issued 14 stock ratings, including buy, hold, and sell recommendations. While full access to Steven Chubak'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 Steven Chubak'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
47 Last 11 Years
Buy Recommendations
54.55% 24 Buy Ratings
Companies Covered
23 Unique Companies

Ratings Distribution

RatingPercentageCount
Strong Buy0.0%0 ratings
Buy54.5%24 ratings
Hold31.8%14 ratings
Sell13.6%6 ratings

Out of 44 total stock ratings issued by Steven Chubak at Wolfe Research, the majority (54.5%) have been Buy recommendations, followed by 31.8% Hold and 13.6% Sell.

Exchange Coverage

ExchangePercentageCount
NYSE
82.6% of companies on NYSE
19 companies
NASDAQ
17.4% of companies on NASDAQ
4 companies

Steven Chubak, an analyst at Wolfe Research, currently covers 23 companies listed on NYSE and NASDAQ, with the majority traded on NYSE.

Coverage Focus

Sector IconSectorPercentage
Finance
19 companies
82.6%
Financial Services
3 companies
13.0%
Computer and Technology
1 company
4.3%

Steven Chubak of Wolfe Research specializes in stock coverage within the Finance sector, with additional focus on Financial Services and Computer and Technology companies.

Coverage Industries

IndustryPercentage
FIN - INVEST BKRS
10 companies
43.5%
BANKS - MJR REGNL
4 companies
17.4%
FIN - MISC SVCS
3 companies
13.0%
SECURITY AND COMMODITY BROKERS, DEALERS, EXCHANGES & SERVICES
2 companies
8.7%
FIN - INVEST MGMT
2 companies
8.7%
BANKS - DIVERSIFIED
1 company
4.3%
COMP - INTEGT SYS
1 company
4.3%

Steven Chubak's Ratings History at Wolfe Research

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
LCLN
Lincoln International
6/15/2026Initiated Coverage$24.71$29.00Outperform
LCLN
Lincoln International
6/15/2026Initiated Coverage$24.71$29.00Outperform
LCLN
Lincoln International
6/15/2026Initiated Coverage$23.16$29.00Outperform
Stifel Financial Corporation stock logo
SF
Stifel Financial
1/7/2026Reiterated Rating$87.11$99.33Outperform
PJT Partners Inc. stock logo
PJT
PJT Partners
1/7/2026Reiterated Rating$180.46$150.00Underperform
Morgan Stanley stock logo
MS
Morgan Stanley
1/7/2026Reiterated Rating$185.39$211.00Outperform
Citigroup Inc. stock logo
C
Citigroup
1/7/2026Reiterated Rating$121.29$141.00Outperform
M&T Bank Corporation stock logo
MTB
M&T Bank
1/7/2026Downgrade$211.09Peer Perform
U.S. Bancorp stock logo
USB
U.S. Bancorp
1/7/2026Downgrade$56.03Peer Perform
Bank of America Corporation stock logo
BAC
Bank of America
1/7/2026Downgrade$57.24Peer Perform
Citigroup Inc. stock logo
C
Citigroup
12/17/2025Reiterated Rating$111.43$121.00Outperform
Morgan Stanley stock logo
MS
Morgan Stanley
11/24/2025Upgrade$158.72$198.00Outperform
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
10/14/2025Set Price Target$216.42$300.00Outperform
Piper Sandler Companies stock logo
PIPR
Piper Sandler Companies
7/10/2025Upgrade$72.30$84.75Outperform
TPG Inc. stock logo
TPG
TPG
6/20/2025Initiated Coverage$49.93$60.00Outperform
Ares Management Corporation stock logo
ARES
Ares Management
5/6/2025Set Price Target$162.18$193.00Outperform