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Closelook Records · Analyst / strategist

Dan Ives — Wedbush Securities

C Wedbush Securities (sell-side research & media calls) ↗ covering technology on the sell side since the 1990s; at Wedbush since 2018

Sell-side price targets are public, dated and archived by aggregators — but there is no composite return series, targets are revised freely, and no platform computes an outcome record. The IVES ETF (since mid-2025) adds a first NAV-verifiable slice.

Asset focusUS technology — Tesla, Apple, Microsoft, Palantir, the AI complex
StyleSell-side price targets with high media cadence; persistent tech bull; since 2025 the namesake of the Dan IVES Wedbush AI Revolution ETF (IVES)
StandingAmong the most-quoted technology analysts in financial media

The record, as shown at the source

MetricValueAs ofSource
Record format Dated public price targets + rating changes; aggregator-tracked, no composite record 22 Oct 2026 Wedbush / public record ↗
Signature position Most prominent Tesla and AI-complex bull in US financial media 22 Oct 2026 public record ↗

Figures are quoted exactly as the named source showed them on the stated date; they move daily — verify at the source before relying on them.

The Closelook battery computed · v1

Computed by Closelooknet from IVES daily adjusted closes, 2025-06-04 → 2026-10-21 (1.4y window) — not the platform's figures. v1 — daily adjusted closes; Sharpe/Sortino with rf = 0; annualisation ×√252; monthly stats from month-end closes.

MetricValue
CAGR (window)+39.0%
Total return (window)+58%
Trailing 1y+19.2%
Volatility (ann.)26.9%
Sharpe (rf = 0)1.45
Sortino (rf = 0)2.14
Max drawdown-22.6% (2025-10-29 → 2026-03-30)
Calmar1.72
Winning months56% of 16
Best month+22.0% (May 2026)
Worst month-7.6% (Feb 2026)

Battery computed 2026-10-22. The two-level Closelook Rating built on this battery follows with the methodology page.

The Closelook read

The loudest tech bull on the sell side. Every target is public and datable — and like all analyst records, the sum of them is unscored. The Famous Calls Record takes them one at a time.

Aggregators archive sell-side targets, so individual Ives calls are easy to date and check — TipRanks-style hit rates exist but depend heavily on methodology (horizon, revision handling, universe). That is why the catalogue grades the format C on verifiability and tracks the headline calls individually instead of quoting a blended accuracy number nobody computes the same way. His $600 Tesla target is the live test case in our Famous Calls Record.

In the Famous Calls Record

Entry updated 22 Oct 2026 · All records · Famous Calls Record