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BW Score Rank#230 of 347

Jason Stewart

JonesTrading · Equity Research Analyst
ProvisionalRating since 2020No new ratings since May 2024

Analyst rating accuracy & track record

Jason Stewart is an equity research analyst at JonesTrading. Bullish Whales has scored 20 of their stock calls across 8 companies. Their picks beat their sector 37% of the time over the next 12 months, and their price targets were reached 31% of the time within a year.

Win % vs sector
37%
PT Hit % (12mo)
31%
Avg sector-excess
−11.2%
Scored calls
20
Tickers
8
Tier
Provisional

Track record

Bullish Whales has scored 20 of Jason Stewart's stock calls across 8 companies, dating back to 2020. Their rated stocks beat their own sector 37% of the time over the next 12 months. On a typical call, a Stewart pick returned −11.2% more than its sector over the following year.

Of the scored calls, 19 were bullish (Buy) and 1 were bearish (Sell). Most of their coverage sits in Real Estate. Every number on this page is an estimate from our own data. It is for education only and is not investment advice.

Coverage & ratings

Ratings & price targets

StockRatingPrice targetRated12-mo vs sectorPT hit
LFTLument Finance Trust Inc
Buy$2.50May 2024+4.8%Hit
GHIGreystone Housing Impact Investors LP
Buy$20.00Mar 2024−46.3%Miss
FBRTFranklin BSP Realty Trust Inc
Buy$15.00Feb 2024+2.9%Miss
DXDynex Capital Inc
Buy$14.00Jan 2024+8.5%Miss
RMAXRe Max Holding
Buy$18.00Nov 2023−18.7%Miss
DXDynex Capital Inc
Buy$13.00Oct 2023+4.3%Hit
DXDynex Capital Inc
Buy$14.00Jul 2023−4.5%Miss
GHIGreystone Housing Impact Investors LP
Buy$22.00Jun 2023−20.8%Miss
FBRTFranklin BSP Realty Trust Inc
Buy$16.00Jun 2023−4.5%Miss
RMAXRe Max Holding
Buy$22.00May 2023−58.5%Miss
GHIGreystone Housing Impact Investors LP
Buy$22.00May 2023−24.4%Miss
CTOCTO Realty Growth Inc
Buy$26.00May 2023+13.9%Miss
FBRTFranklin BSP Realty Trust Inc
Buy$16.00Apr 2023+7.6%Miss
CTOCTO Realty Growth Inc
Buy$26.00Mar 2023−3.1%Miss
GHIGreystone Housing Impact Investors LP
Buy$22.00Jan 2023−12.3%Miss
RMAXRe Max Holding
Buy$28.00Sep 2022−15.1%Miss
RMAXRe Max Holding
Buy$34.00May 2022−1.4%Miss
ORCOrchid Island Capital Inc.
Sell$4.75Apr 2021+54.5%Hit
ORCOrchid Island Capital Inc.
Buy$6.00Jan 2021−49.9%Hit
IVRInvesco Mortgage Capital Inc
Buy$19.00Feb 2020−75.4%Miss
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Jason Stewart: analyst track record FAQ

Is Jason Stewart a good stock analyst?

Yes, by track record. Jason Stewart ranks number 230 of 347 of the analysts Bullish Whales scores, with a BW Score of 16 out of 100. Past results do not guarantee future ones.

What is Jason Stewart's win rate?

Jason Stewart's win rate is 37%. Across 20 scored calls, their rated stocks beat their sector 37% of the time over the next 12 months. On a typical call they returned −11.2% more than the sector.

What stocks and sectors does Jason Stewart cover?

Jason Stewart covers 8 companies, with the most coverage in Real Estate. See the ratings table above for every scored call and its outcome.

Are Jason Stewart's price targets accurate?

Jason Stewart's price targets are reached within 12 months 31% of the time. The base rate across all analysts Bullish Whales tracks is about 43 percent.

How accurate are Wall Street analyst price targets?

Most analyst price targets are not reached on schedule. Across every target Bullish Whales scores, the stock reaches the target within 12 months only about 43 percent of the time, which is why it helps to compare hit rates analyst by analyst.

Should I follow Jason Stewart's stock ratings?

Their track record is strong, but no analyst is right every time. Follow the long-term track record rather than any single rating, size your positions to your own risk, and treat this as research, not investment advice.

How does Bullish Whales score analyst accuracy?

Bullish Whales scores every rating on real prices. We enter at the closing price on or after the call date, with no look-ahead, then measure the 12-month return above the stock's sector ETF and check whether the price target was reached. Scores are pulled toward the population average and corrected for testing thousands of analysts at once, so they reflect repeatable skill rather than luck.

How does Jason Stewart rank among Wall Street analysts?

Jason Stewart ranks number 230 of 347 by BW Score. We rank analysts by their realized 12-month sector-excess return and require a minimum number of calls so a few lucky picks cannot reach the top.

Browse the full analyst leaderboardHow analyst accuracy is scored

Every score, Win %, PT Hit % and rank is an estimate Bullish Whales calculates from its own data and may not be 100% accurate or complete. Returns are measured in excess of each rated stock's own sector over the 12 months after each call. Past performance does not guarantee future results, and nothing here is a recommendation to buy or sell any security.

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