Evidence-based investing research
Value Investing Strategy (Strategy Overview)
Allocations for November 2026 (Final)
Cash TLT LQD SPY
Momentum Investing Strategy (Strategy Overview)
Allocations for November 2026 (Final)
1st ETF 2nd ETF 3rd ETF

Tom Lee: Predictions and Track Record

How accurate are Tom Lee’s predictions?

As of Nov 13, 2026, of 71 counted market calls by Tom Lee since 2022, 31 were right (44%). Grade: D.

Grade
D
Right
44%
Vs. always bullish
−10 points
Counted calls
71
Rank
9th of 20

How calls are graded

Track record

77 counted calls
202220232024202520264,0006,0008,000Jan 11, 2022: bullish, wrongJan 11, 2022: bearish, rightJan 11, 2022: bullish, wrongFeb 1, 2022: bullish, wrongFeb 1, 2022: bullish, wrongMar 2, 2022: bullish, wrongApr 3, 2022: bullish, wrongApr 4, 2022: bullish, wrongMay 4, 2022: bullish, wrongMay 4, 2022: bullish, wrongJun 3, 2022: bullish, wrongJun 3, 2022: bullish, wrongJul 6, 2022: bullish, wrongAug 1, 2022: bullish, wrongAug 1, 2022: bullish, wrongSep 2, 2022: bullish, wrongSep 2, 2022: bullish, wrongSep 9, 2022: bullish, wrongSep 9, 2022: bullish, wrongDec 5, 2022: bullish, wrongJan 3, 2023: bullish, rightJan 4, 2023: bullish, rightFeb 1, 2023: bullish, rightFeb 2, 2023: bullish, wrongMar 3, 2023: bullish, wrongMar 6, 2023: bullish, wrongApr 4, 2023: bullish, wrongMay 1, 2023: bullish, rightMay 1, 2023: bullish, rightJun 5, 2023: bullish, rightJun 5, 2023: bullish, rightJul 3, 2023: bullish, rightJul 3, 2023: bullish, wrongAug 2, 2023: bullish, rightSep 3, 2023: bullish, wrongOct 3, 2023: bullish, rightDec 4, 2023: bullish, rightJan 1, 2024: bullish, rightJan 2, 2024: bearish, wrongJan 2, 2024: bearish, wrongFeb 1, 2024: bullish, rightFeb 1, 2024: bullish, rightMar 2, 2024: bullish, rightApr 8, 2024: bullish, rightMay 2, 2024: bullish, rightMay 2, 2024: bullish, rightJun 1, 2024: bullish, rightJun 3, 2024: bullish, rightJun 4, 2024: bullish, rightJul 3, 2024: bullish, rightAug 2, 2024: bullish, rightSep 3, 2024: bearish, wrongNov 5, 2024: bullish, rightDec 2, 2024: bullish, wrongJan 1, 2025: bullish, wrongJan 1, 2025: bullish, rightFeb 3, 2025: bullish, wrongMar 3, 2025: bullish, wrongMar 3, 2025: bullish, wrongApr 1, 2025: bullish, rightMay 2, 2025: bullish, rightNov 10, 2025: bullish, wrongNov 10, 2025: bullish, wrongDec 2, 2025: bullish, wrongMar 2, 2026: bullish, wrongMar 2, 2026: bullish, rightApr 1, 2026: bullish, openApr 3, 2026: bullish, rightMay 1, 2026: bullish, rightMay 1, 2026: bullish, openAug 4, 2026: bullish, wrongAug 4, 2026: bullish, wrongSep 2, 2026: bullish, openNov 1, 2026: bearish, openNov 1, 2026: bullish, openNov 2, 2026: bullish, openNov 2, 2026: bullish, open
S&P 500 daily close since January 2022, log scale, as of Nov 13, 2026. Triangle up: bullish; down: bearish. Filled: right; hollow: wrong; gray: not yet graded.

Latest predictions

5 most recent
  1. Bullish

    "as long as we have a healthy economy, consolidations are healthy," said Tom Lee, head of research at the market-strategy firm, adding that he believes stocks are poised… morningstar.com

    Wrong Came due S&P 500 −0.6%

  2. Bullish

    Tom Lee, head of research at Fundstrat, has outlined the reasons he thinks stocks could reach a new high this month morningstar.com

    Wrong Came due S&P 500 −0.2%

  3. Bullish

    While this could create a bear-market-like feeling, Lee expects a strong rally post-midterms and believes 2027 could offer some of the best investment returns in a… insidermonkey.com

    Too vague to grade Came due S&P 500 +0.4%

  4. Bullish

    This stronger background is supporting a more optimistic outlook for markets, with Lee projecting that the S&P 500 would move over 7,700 as the potential for upside… insidermonkey.com

    Right Came due S&P 500 +3.6%

  5. Bullish

    Stock markets bottom at the beginning and not end of wars is the reassuring message that Fundstrat's Tom Lee sent to investors in a note coinciding with the first… freerepublic.com

    Right Came due S&P 500 +13.7%

  1. Bearish

    “So I think between now and November 3rd, it doesn’t take a lot for stocks to fall a lot, because I just don’t know if there’s as much dip buying conviction until after… el-balad.com

    Open Due S&P 500 −0.2% so far

  2. Bullish

    “Because I think there’s a lot of doom-saying about the midterms,” Lee said. “I think people are going to plan to buy the dip. But as strange as it sounds, I think… el-balad.com

    Open Due S&P 500 −0.2% so far

  3. Bullish

    This quarter, that process led to 6 additions and 7 deletions in large-cap and 8 additions and 7 deletions in small- and mid-cap. Our evidence-based research remains… aol.com

    Open Due S&P 500 −1.4% so far

  4. Bullish

    In an appearance on CNBC’s Power Lunch on March 20, 2026, Fundstrat’s Tom Lee said investor behavior suggests markets are pricing in near-term risks even as… insidermonkey.com

    Open Due S&P 500 +15.0% so far

  5. Bullish

    On April 22, Tom Lee, Managing Partner and Head of Research at Fundstrat, spoke on CNBC Power Lunch and noted a favorable macro environment for stocks in 2026. insidermonkey.com

    Open Due S&P 500 +4.6% so far

  6. Bullish

    Fundstrat head of research Tom Lee thinks the S & P 500 can still top 8,200 before year-end. cnbc.com

    Open Due S&P 500 +0.3% so far

  7. Bullish

    "The markets are going to exit the year strong," he told CNBC's " Squawk Box " on Monday. cnbc.com

    Open Due S&P 500 +0.3% so far

All calls

With score and S&P 500 move

All 116 calls, with score and S&P 500 move, are for members. Join CXO Premium