AnalystsInsight

Richard Baldry (Roth MKM): Analyst Track Record and Price‑Target Accuracy

How often Richard Baldry’s price targets were reached, how fast, and what the stocks did after each call: a 7‑year backtest of 442 ratings, compared with the average Wall Street analyst.

Published Updated 3 min readHow we research

What changed since Oct 12

Exent re-checks this page every day. Ratings appear 30 days after they are published; live calls are in Gems.

#528 rank (was #545)+2 new ratings (CCLD, RSSS)

Key takeaways

  • Richard Baldry ranks #503 of 1,000 analysts in Exent’s scoring (4.8★).
  • 26.2% of price targets were reached over 7 years, versus 52.4% for the average analyst.
  • Median time to reach a target: 113 days; 38.4% of calls were up 12 months later.
  • Most‑covered stocks: CRM, ZETA, RSSS, CCLD.
  • Free on Exent: Richard Baldry’s full record, with ratings 3 days after publication.

Richard Baldry’s track record at a glance

Richard Baldry of Roth MKM ranks #503 of the 1,000 analysts Exent scores, with a 4.8★ rating and a focus on technology. Over a 7‑year lookback, 26.2% of Richard’s price targets were reached, 26.2 points below the 52.4% average across all analysts.

MetricRichard BaldryAll analysts
Price‑target hit rate26.2%52.4%
Median days to hit target113 days91 days
Calls up after 12 months38.4%64.0%
Median 12‑month return of calls−11.9%+13.4%
Hit rate, last 2 years15.8%—
Average worst drop after a call−31.5%—
Ratings in the sample442—
Stocks covered20—

The full records of Exent’s top 90 analysts and the top 50 of each sector, and the stocks where several of them agree right now, are members‑only in Exent Gems.

How fast price targets were reached

Time to reach the targetRichard Baldry
Under 30 days16.0%
30–90 days30.0%
90–180 days20.0%
Over 180 days34.0%

Share of the targets that were reached, by how long they took. Targets are usually set for 12 months.

Stocks Richard Baldry covers most

StockRatings in the sample
CRM35
ZETA34
RSSS26
CCLD25
FIVN23
CYRX23
VTSI23
SSTI22

In the past year Richard’s ratings were 93% Buy, 7% Hold and 0% Sell.

Richard Baldry’s latest ratings

DateStockActionRatingPrice target
Sep 15, 2026CCLDRated: HoldHold$0.00
Sep 14, 2026RSSSReiterated: BuyBuy$3.50
Sep 10, 2026FATNInitiated Coverage: BuyBuy$8.00
Sep 8, 2026EGANDowngraded: HoldHold$7.00
Aug 27, 2026CRMReiterated: BuyBuy$325.00
Aug 14, 2026SSTIRated: BuyBuy$13.00
Aug 13, 2026OPRXReiterated: BuyBuy$18.00
Aug 11, 2026TSX-VHIReiterated: BuyBuy$15.00
Aug 7, 2026FIVNReiterated: BuyBuy$40.00
Aug 7, 2026CCLDReiterated: HoldHold$2.50
Aug 7, 2026CYRXRated: BuyBuy$21.00
Aug 5, 2026ZETAReiterated: BuyBuy$44.00
  • Sep 15, 2026
    Stock
    CCLD
    Action
    Rated: Hold
    Rating
    Hold
    Price target
    $0.00
  • Sep 14, 2026
    Stock
    RSSS
    Action
    Reiterated: Buy
    Rating
    Buy
    Price target
    $3.50
  • Sep 10, 2026
    Stock
    FATN
    Action
    Initiated Coverage: Buy
    Rating
    Buy
    Price target
    $8.00
  • Sep 8, 2026
    Stock
    EGAN
    Action
    Downgraded: Hold
    Rating
    Hold
    Price target
    $7.00
  • Aug 27, 2026
    Stock
    CRM
    Action
    Reiterated: Buy
    Rating
    Buy
    Price target
    $325.00
  • Aug 14, 2026
    Stock
    SSTI
    Action
    Rated: Buy
    Rating
    Buy
    Price target
    $13.00
  • Aug 13, 2026
    Stock
    OPRX
    Action
    Reiterated: Buy
    Rating
    Buy
    Price target
    $18.00
  • Aug 11, 2026
    Stock
    TSX-VHI
    Action
    Reiterated: Buy
    Rating
    Buy
    Price target
    $15.00
  • Aug 7, 2026
    Stock
    FIVN
    Action
    Reiterated: Buy
    Rating
    Buy
    Price target
    $40.00
  • Aug 7, 2026
    Stock
    CCLD
    Action
    Reiterated: Hold
    Rating
    Hold
    Price target
    $2.50
  • Aug 7, 2026
    Stock
    CYRX
    Action
    Rated: Buy
    Rating
    Buy
    Price target
    $21.00
  • Aug 5, 2026
    Stock
    ZETA
    Action
    Reiterated: Buy
    Rating
    Buy
    Price target
    $44.00

Richard’s ratings are free on Exent 3 days after publication. Exent Gems has them the same day, with the calls of the top‑ranked analysts and the stocks where several of them agree.

How Exent scores analysts

Exent replays every rating with a price target over a 7‑year lookback: was the target reached, how long it took, and what the stock returned 1, 3, 6 and 12 months after the call. The star rating and rank combine success rate, average return and the number of ratings, so a few lucky calls do not make a top analyst. Statistics as of Jun 24, 2026; ranking updated Oct 20, 2026. How accurate are analyst price targets overall?

Past performance does not guarantee future results. Historical figures are calculated by Exent from market data and are for education only; they are not investment advice or a recommendation to buy or sell any security.

Follow the analysts with the best records

  1. Exent Gems shows Richard Baldry’s live ratings and those of the top‑ranked analysts, without the 30‑day delay used on this page.
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Frequently asked questions

By Exent’s scoring Richard Baldry ranks #503 of 1,000 with a 4.8★ rating. 26.2% of price targets were reached over a 7-year lookback (all analysts: 52.4%), and 38.4% of calls were up 12 months later. Past accuracy does not guarantee future accuracy.

Richard Baldry’s success rate is 56.2% by the ranking source and 26.2% by Exent’s price-target hit-rate backtest, with a median of 113 days to reach a target.

Richard Baldry (Roth MKM) covers 20 stocks, mostly in technology. The most frequently rated are CRM, ZETA, RSSS, CCLD, FIVN.

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Educational content, not investment advice. Examples are illustrative; past performance does not guarantee future results.

DISCLAIMER: Exent AI is an informational research platform and does not provide investment advice, financial advice, or act as an investment adviser, broker-dealer, or fiduciary. All content, analytics, and model outputs are provided for educational and informational purposes only and should not be relied upon as a recommendation to buy, sell, or hold any financial instrument. Investing involves risk, including the possible loss of principal. Exent AI does not execute trades, hold customer funds, or provide brokerage services. Past performance and hypothetical results are not indicative of future results. Third-party data and AI-generated outputs may be incomplete or inaccurate.