Stephen Sheldon

Q: What is the average return of Stephen Sheldon's calls?

Their stock ratings have generated an average return of 17.489361702127656.

William Blair

Stephen Sheldon is an analyst from William Blair They are beginning to establish their track record, with 4 stock ratings so far. Their current stats show a success rate of 0.00% and an average return of 17.49%.

Stephen Sheldon has only issued 4 ratings so far. While the sample size is small, their early calls show a success rate of 0.00% and an average return of 17.49%. Investors may find their initial activity in the market sector worth watching as they build a track record.

#2517

Out of 4773

Total Ratings

Success Rate

+17.49%

Average Return

Recent Ratings Analysis

LZ

Buy

Nov 06, 2025

Target

—

Current

$6.05

Performance

-44.65%

Stephen Sheldon rated LZ as Outperform on Nov 06, 2025, setting a price target of null. The stock has underperformed, dropping 44.65% despite the bullish target of null.

MH

Buy

Aug 18, 2025

Target

—

Current

$12.32

Performance

-15.03%

On Aug 18, 2025, MH was given a Outperform rating by Stephen Sheldon, with a target price of null. Despite the Buy call, shares fell from 12.32 to 12.32, challenging the optimistic stance.

UDMY

Hold

Mar 12, 2025

Target

—

Current

$4.63

Performance

-42.34%

UDMY received a Market Perform rating from Stephen Sheldon on Mar 12, 2025, aiming for null. The Hold stance proved prudent, with the market softening by 42.34%.

APEI

Buy

Mar 07, 2025

Target

—

Current

$44.94

Performance

91.23%

On Mar 07, 2025, Stephen Sheldon published a Outperform outlook on APEI, with a target of null. Shares gained 91.23%, underscoring the accuracy of the bullish outlook toward null.

INST

Hold

Jul 25, 2024

Target

—

Current

$23.60

Performance

1.72%

Stephen Sheldon on Jul 25, 2024 assigned INST a Market Perform rating, with a price target of null. The Hold stance reflected consolidation, as shares held near 23.6.

PWSC

Hold

Jun 07, 2024

Target

—

Current

$22.81

Performance

1.56%

On Jun 07, 2024, Stephen Sheldon reaffirmed PWSC with a Market Perform rating, targeting null. The neutral call matched muted market action of 1.56%.

Frequency Asked Questions

Who is Stephen Sheldon?

Stephen Sheldon is an analyst from William Blair.

What is Stephen Sheldon's success rate?

Stephen Sheldon currently has a success rate of 0.

How many ratings has Stephen Sheldon issued?

Stephen Sheldon has issued 4 stock ratings so far.

What is the average return of Stephen Sheldon's calls?

Their stock ratings have generated an average return of +17.49%.

What is Stephen Sheldon's ranking?

Stephen Sheldon is ranked #2517 out of 4773 analysts.

What types of ratings does Stephen Sheldon give?

Their ratings include Buy, Hold, and Sell recommendations, depending on the stock’s outlook.

How can I follow Stephen Sheldon?

You can follow Stephen Sheldon by clicking the "Follow Analyst" button on this page to receive updates on their stock calls.

What is the most recent rating by Stephen Sheldon?

Their latest rating was a Buy on LZ issued on 2025-11-06.