Steven Chubak – Wolfe Research

Wolfe Research

A Wolfe Research analyst with 17 tracked ratings across 15 distinct tickers has a strong 4.8 out of 5 stars track record, predominantly issuing 12 bullish ratings and 4 holds.

Aggregated from multiple market-data sources

Total ratings

Tickers covered

Sources

Aggregated

Latest rating

3 months ago

2026-02-09 00:00:00+00

Track record

Aggregated

No track record data

Bullish: 19
Hold: 7
Bearish: 2

Aggregated

62% success rate

Bullish: 0
Hold: 1
Bearish: 0

Aggregated

Not available

Bullish: 3
Hold: 0
Bearish: 0

Recent ratings

Ticker	Date	Rating	Price target	Source
HOOD	2026-02-09	buy	$125.00	Aggregated
LPLA	2026-01-29	buy	$478.00	Aggregated
APO	2026-01-07	buy	$166.00	Aggregated
ARES	2026-01-07	buy	$210.00	Aggregated
BAC	2026-01-07	hold	$62.00	Aggregated
C	2026-01-07	buy	$141.00	Aggregated
CG	2026-01-07	buy	$83.00	Aggregated
EVR	2026-01-07	buy	$406.00	Aggregated
JPM	2026-01-07	hold	-	Aggregated
MC	2026-01-07	sell	$66.00	Aggregated
MS	2026-01-07	buy	$211.00	Aggregated
MTB	2026-01-07	hold	-	Aggregated
OWL	2026-01-07	buy	$20.00	Aggregated
PWP	2026-01-07	buy	$21.00	Aggregated
SCHW	2026-01-07	buy	$122.00	Aggregated
SF	2026-01-07	buy	$99.32	Aggregated
USB	2026-01-07	hold	$56.00	Aggregated
WFC	2026-01-07	buy	$109.00	Aggregated
MS	2025-11-24	buy	-	Aggregated
NTRS	2025-07-23	hold	-	Aggregated
HLI	2025-07-10	sell	$162.00	Aggregated
KKR	2025-07-10	buy	$159.00	Aggregated
PIPR	2025-07-10	buy	$339.00	Aggregated
WFCWELLS FARGO & CO.	2024-10-08	unknown	$65.00	Aggregated
APO	2024-09-25	buy	$139.00	Aggregated
APOAPOLLO GLOBAL MANAGEMENT INC - ORDINARY SHARES - CLASS A (NEW)	2024-09-25	unknown	$139.00	Aggregated
STTSTATE STREET CORP.	2024-07-08	hold	$73.00	Aggregated
HOODROBINHOOD MARKETS INC - ORDINARY SHARES - CLASS A	2024-06-26	unknown	$29.00	Aggregated
CCITIGROUP INC	2024-01-03	unknown	$58.00	Aggregated
LAZLAZARD INC.	2024-01-03	unknown	$42.00	Aggregated
NTRSNORTHERN TRUST CORP.	2024-01-03	unknown	$85.00	Aggregated
PJTPJT PARTNERS INC - ORDINARY SHARES - CLASS A	2024-01-03	unknown	$89.00	Aggregated
SCHWCHARLES SCHWAB CORP.	2023-06-26	unknown	$60.00	Aggregated
BKBANK OF NEW YORK MELLON CORP	2023-01-04	unknown	$60.00	Aggregated
MSMORGAN STANLEY	2023-01-04	unknown	$92.00	Aggregated
MCMOELIS & CO - ORDINARY SHARES - CLASS A	2022-07-11	unknown	$42.00	Aggregated
PIPR	2022-07-11	unknown	$132.00	Aggregated
PIPRPIPER SANDLER CO`S	2022-07-11	unknown	$132.00	Aggregated
JPMJPMORGAN CHASE & CO.	2022-01-04	unknown	$185.00	Aggregated
AMPAMERIPRISE FINANCIAL INC	2021-10-12	unknown	$328.00	Aggregated
AMTD	2020-07-09	unknown	-	Aggregated

Tickers covered(38)

Ticker	Ratings	Last rating	Sources
HOOD	1	2026-02-09	Aggregated
LPLA	1	2026-01-29	Aggregated
APO	2	2026-01-07	Aggregated
ARES	1	2026-01-07	Aggregated
BAC	3	2026-01-07	Aggregated
C	2	2026-01-07	Aggregated
CG	1	2026-01-07	Aggregated
EVR	2	2026-01-07	Aggregated
JPM	2	2026-01-07	Aggregated
MC	1	2026-01-07	Aggregated
MS	3	2026-01-07	Aggregated
MTB	2	2026-01-07	Aggregated
OWL	1	2026-01-07	Aggregated
PWP	1	2026-01-07	Aggregated
SCHW	2	2026-01-07	Aggregated
SF	1	2026-01-07	Aggregated
USB	2	2026-01-07	Aggregated
WFC	2	2026-01-07	Aggregated
NTRS	1	2025-07-23	Aggregated
HLI	1	2025-07-10	Aggregated
KKR	1	2025-07-10	Aggregated
PIPR	2	2025-07-10	Aggregated
WFCWELLS FARGO & CO.	1	2024-10-08	Aggregated
APOAPOLLO GLOBAL MANAGEMENT INC - ORDINARY SHARES - CLASS A (NEW)	1	2024-09-25	Aggregated
STTSTATE STREET CORP.	1	2024-07-08	Aggregated
HOODROBINHOOD MARKETS INC - ORDINARY SHARES - CLASS A	1	2024-06-26	Aggregated
CCITIGROUP INC	1	2024-01-03	Aggregated
LAZLAZARD INC.	1	2024-01-03	Aggregated
NTRSNORTHERN TRUST CORP.	1	2024-01-03	Aggregated
PJTPJT PARTNERS INC - ORDINARY SHARES - CLASS A	1	2024-01-03	Aggregated
SCHWCHARLES SCHWAB CORP.	1	2023-06-26	Aggregated
BKBANK OF NEW YORK MELLON CORP	1	2023-01-04	Aggregated
MSMORGAN STANLEY	1	2023-01-04	Aggregated
MCMOELIS & CO - ORDINARY SHARES - CLASS A	1	2022-07-11	Aggregated
PIPRPIPER SANDLER CO`S	1	2022-07-11	Aggregated
JPMJPMORGAN CHASE & CO.	1	2022-01-04	Aggregated
AMPAMERIPRISE FINANCIAL INC	1	2021-10-12	Aggregated
AMTD	1	2020-07-09	Aggregated

Methodology differs by source. Track records are aggregated from multiple sources; scoring methodology and scales differ by source and values are not directly comparable. Coverage is sourced from publicly-aggregated analyst activity. Past performance does not guarantee future results. Not investment advice.