Evercore ISI Stock Recommendations and Price Targets

This is a list of recent ratings by Evercore ISI.

Date	Company Name	Action	Current Price	Price Target	Rating
1/27/2026	COF Capital One Financial	Lower Price Target	$216.00	$290.00 ➝ $265.00	Outperform ➝ Outperform
1/27/2026	CVNA Carvana	Boost Price Target	$474.00	$425.00 ➝ $430.00
1/27/2026	DG Dollar General	Boost Price Target	$150.00	$140.00 ➝ $143.00
1/26/2026	CSCO Cisco Systems	Upgrade	$78.00	$80.00 ➝ $100.00	In-Line ➝ Outperform
1/26/2026	KLAC KLA	Boost Price Target	$1,590.00	$1,350.00 ➝ $1,700.00	Outperform ➝ Outperform
1/26/2026	LRCX Lam Research	Boost Price Target	$235.00	$170.00 ➝ $241.00	Outperform ➝ Outperform
1/23/2026	VRTX Vertex Pharmaceuticals	Boost Price Target	$480.00	$475.00 ➝ $530.00	Outperform ➝ Outperform
1/23/2026	ISRG Intuitive Surgical	Lower Price Target	$530.00	$580.00 ➝ $550.00	In-Line ➝ In-Line
1/23/2026	INTC Intel	Boost Price Target	$44.00	$41.10 ➝ $45.00	In-Line ➝ In-Line
1/23/2026	CSX CSX	Lower Price Target	$38.00	$41.00 ➝ $40.00	Outperform ➝ Outperform
1/23/2026	ABT Abbott Laboratories	Lower Price Target	$108.00	$144.00 ➝ $138.00	Outperform ➝ Outperform
1/23/2026	NTRS Northern Trust	Boost Price Target	$151.00	$142.00 ➝ $155.00	In-Line ➝ In-Line
1/23/2026	AIG American International Group	Lower Price Target	$73.00	$90.00 ➝ $85.00
1/22/2026	INSP Inspire Medical Systems	Reiterated Rating	$80.00	$125.00	Outperform ➝ Outperform
1/22/2026	STEP StepStone Group	Boost Price Target	$73.00	$68.00 ➝ $76.00	Outperform ➝ Outperform
1/22/2026	KRMN Karman	Boost Price Target	$111.00	$110.00 ➝ $125.00	Outperform ➝ Outperform
1/22/2026	MAR Marriott International	Boost Price Target	$315.00	$320.00 ➝ $350.00	Outperform ➝ Outperform
1/22/2026	HLT Hilton Worldwide	Boost Price Target	$297.00	$280.00 ➝ $325.00	In-Line ➝ In-Line
1/22/2026	H Hyatt Hotels	Reiterated Rating	$160.00	$170.00 ➝ $175.00	Outperform ➝ In-Line
1/22/2026	HAL Halliburton	Boost Price Target	$34.00	$35.00 ➝ $36.00	In-Line ➝ In-Line
1/22/2026	CG Carlyle Group	Boost Price Target	$61.00	$57.00 ➝ $62.00	In-Line ➝ In-Line
1/22/2026	TPG TPG	Boost Price Target	$60.00	$55.00 ➝ $62.00	In-Line ➝ In-Line
1/22/2026	REGN Regeneron Pharmaceuticals	Boost Price Target	$768.00	$750.00 ➝ $875.00	Outperform ➝ Outperform
1/22/2026	PLD Prologis	Boost Price Target	$127.00	$118.00 ➝ $121.00	In-Line ➝ In-Line
1/22/2026	OWL Blue Owl Capital	Lower Price Target	$15.00	$19.00 ➝ $17.00	Outperform ➝ Outperform
1/21/2026	UPS United Parcel Service	Boost Price Target	$109.00	$94.00 ➝ $113.00	In-Line ➝ In-Line
1/21/2026	DHI D.R. Horton	Boost Price Target	$149.00	$167.00 ➝ $169.00	In-Line ➝ In-Line
1/20/2026	VRDN Viridian Therapeutics	Reiterated Rating	$33.00	$44.00	Outperform ➝ Outperform
1/20/2026	MIRM Mirum Pharmaceuticals	Reiterated Rating	$97.00	$101.00	Outperform ➝ Outperform
1/20/2026	CDW CDW	Reiterated Rating	$125.00	$180.00	Outperform ➝ Outperform
1/20/2026	APH Amphenol	Reiterated Rating	$161.00	$165.00	Outperform ➝ Outperform
1/20/2026	IBM International Business Machines	Boost Price Target	$295.00	$315.00 ➝ $330.00	Outperform ➝ Outperform
1/20/2026	GPI Group 1 Automotive	Initiated Coverage	$393.00	$500.00	Outperform
1/20/2026	TOST Toast	Upgrade	$33.00	$40.00	In-Line ➝ Outperform
1/20/2026	AAPL Apple	Reiterated Rating	$260.00	$330.00	Outperform ➝ Outperform
1/20/2026	GPI Group 1 Automotive	Initiated Coverage	$393.00	$500.00	Outperform
1/16/2026	WDC Western Digital	Reiterated Rating	$254.00	$230.00	Outperform ➝ Outperform
1/16/2026	JBHT J.B. Hunt Transport Services	Set Price Target	$206.00	$222.00
1/16/2026	GS The Goldman Sachs Group	Reiterated Rating	$924.00		Outperform ➝ Outperform
1/15/2026	BAC Bank of America	Set Price Target	$52.00	$59.00
1/15/2026	WFC Wells Fargo & Company	Lower Price Target	$88.00	$110.00 ➝ $105.00	Outperform ➝ Outperform
1/15/2026	PECO Phillips Edison & Company, Inc.	Initiated Coverage	$35.00	$41.00	Outperform
1/14/2026	BAC Bank of America	Lower Price Target	$52.00	$63.00 ➝ $59.00	Outperform ➝ Outperform
1/14/2026	APP AppLovin	Initiated Coverage	$556.00	$835.00	Outperform ➝ Outperform
1/14/2026	APP AppLovin	Initiated Coverage	$556.00	$835.00	Outperform
1/13/2026	CRL Charles River Laboratories International	Boost Price Target	$224.00	$250.00 ➝ $260.00	Outperform ➝ Outperform
1/13/2026	WERN Werner Enterprises	Boost Price Target	$33.00	$20.00 ➝ $31.00	Underperform ➝ Underperform
1/13/2026	SNDR Schneider National	Boost Price Target	$30.00	$21.00 ➝ $30.00	In-Line ➝ In-Line
1/13/2026	KNX Knight-Swift Transportation	Boost Price Target	$56.00	$47.00 ➝ $61.00	In-Line ➝ In-Line
1/13/2026	SAIA Saia	Downgrade	$349.00		Outperform ➝ Hold
1/12/2026	RDDT Reddit	Initiated Coverage	$195.00	$320.00	Outperform
1/12/2026	ODFL Old Dominion Freight Line	Set Price Target	$175.00	$139.00 ➝ $150.00	In-Line ➝ In-Line
1/12/2026	LSTR Landstar System	Boost Price Target	$154.00	$125.00 ➝ $151.00	In-Line ➝ In-Line
1/12/2026	JBHT J.B. Hunt Transport Services	Boost Price Target	$206.00	$168.00 ➝ $223.00	Outperform ➝ Outperform
1/12/2026	CHRW C.H. Robinson Worldwide	Boost Price Target	$179.00	$175.00 ➝ $196.00	Outperform ➝ Outperform
1/12/2026	HUBG Hub Group	Set Price Target	$48.00	$38.00 ➝ $53.00	In-Line ➝ Outperform
1/12/2026	XPO XPO	Reiterated Rating	$149.00	$151.00 ➝ $148.00	Outperform ➝ In-Line
1/12/2026	SAIA Saia	Reiterated Rating	$349.00	$319.00 ➝ $367.00	Outperform ➝ In-Line
1/12/2026	ENOV Enovis	Reiterated Rating	$22.00		Outperform ➝ Outperform
1/12/2026	MDLN Medline	Initiated Coverage	$45.00	$50.00	Outperform
1/12/2026	HIMS Hims & Hers Health	Initiated Coverage	$29.00	$33.00	In-Line
1/12/2026	MDLN Medline	Initiated Coverage	$45.00	$50.00	Outperform
1/12/2026	TROW T. Rowe Price Group	Boost Price Target	$105.00	$115.00 ➝ $116.00
1/12/2026	BLK BlackRock	Lower Price Target	$1,104.00	$1,300.00 ➝ $1,275.00	Outperform ➝ Outperform
1/12/2026	HUBG Hub Group	Upgrade	$48.00	$38.00 ➝ $53.00	Hold ➝ Outperform
1/12/2026	RDDT Reddit	Upgrade	$195.00		Strong-Buy
1/12/2026	XPO XPO	Downgrade	$149.00		Strong-Buy ➝ Hold
1/12/2026	PSA Public Storage	Lower Price Target	$279.00	$309.00 ➝ $305.00
1/9/2026	AAPL Apple	Reiterated Rating	$260.00	$325.00 ➝ $330.00	Outperform ➝ Outperform
1/9/2026	CAG Conagra Brands	Lower Price Target	$18.00	$22.00 ➝ $19.00
1/9/2026	DAL Delta Air Lines	Boost Price Target	$68.00	$75.00 ➝ $85.00	Outperform ➝ Outperform
1/9/2026	LUV Southwest Airlines	Boost Price Target	$42.00	$35.00 ➝ $40.00
1/9/2026	KHC Kraft Heinz	Lower Price Target	$24.00	$28.00 ➝ $25.00
1/8/2026	BE Bloom Energy	Reiterated Rating	$139.00		Outperform ➝ Outperform
1/8/2026	DOCS Doximity	Reiterated Rating	$40.00		Outperform ➝ Outperform
1/8/2026	SPGI S&P Global	Boost Price Target	$534.00	$629.00 ➝ $632.00	Outperform ➝ Outperform
1/8/2026	MCO Moody's	Boost Price Target	$524.00	$540.00 ➝ $620.00	Outperform ➝ Outperform
1/8/2026	FDS FactSet Research Systems	Boost Price Target	$282.00	$320.00 ➝ $321.00	In-Line ➝ In-Line
1/8/2026	DPZ Domino's Pizza	Lower Price Target	$418.00	$510.00 ➝ $490.00	Outperform ➝ Outperform
1/8/2026	WEN Wendy's	Lower Price Target	$8.00	$11.00 ➝ $9.00	In-Line ➝ In-Line
1/7/2026	ON ON Semiconductor	Reiterated Rating	$63.00		Outperform ➝ Outperform
1/7/2026	ALL Allstate	Set Price Target	$193.00	$225.00
1/7/2026	AON AON	Reiterated Rating	$330.00	$436.00	Outperform ➝ Outperform
1/7/2026	CB Chubb	Reiterated Rating	$302.00	$346.00	Outperform ➝ Outperform
1/7/2026	EG Everest Group	Set Price Target	$323.00	$365.00
1/7/2026	FIHL Fidelis Insurance	Set Price Target	$19.00	$21.00
1/7/2026	PGR Progressive	Lower Price Target	$208.00	$250.00 ➝ $237.00	In-Line ➝ In-Line
1/7/2026	RNR RenaissanceRe	Boost Price Target	$276.00	$250.00 ➝ $283.00	In-Line ➝ In-Line
1/7/2026	TRV Travelers Companies	Boost Price Target	$281.00	$309.00 ➝ $317.00	Outperform ➝ Outperform
1/7/2026	ACGL Arch Capital Group	Set Price Target	$93.00	$97.00 ➝ $100.00	In-Line ➝ In-Line
1/7/2026	WRB W.R. Berkley	Set Price Target	$68.00	$70.00 ➝ $69.00	In-Line ➝ Underperform
1/7/2026	HIG The Hartford Insurance Group	Boost Price Target	$130.00	$137.00 ➝ $145.00	In-Line ➝ In-Line
1/7/2026	MMC Marsh & McLennan Companies	Lower Price Target	$182.00	$237.00 ➝ $236.00	Outperform ➝ Outperform
1/7/2026	WTW Willis Towers Watson Public	Lower Price Target	$316.00	$387.00 ➝ $383.00	Outperform ➝ Outperform
1/7/2026	WRB W.R. Berkley	Downgrade	$68.00	$70.00 ➝ $69.00	In-Line ➝ Underperform
1/6/2026	WFC Wells Fargo & Company	Reiterated Rating	$88.00	$110.00	Outperform ➝ Outperform
1/6/2026	USB U.S. Bancorp	Set Price Target	$56.00	$60.00
1/6/2026	OMF OneMain	Set Price Target	$64.00	$75.00
1/6/2026	FITB Fifth Third Bancorp	Set Price Target	$51.00	$52.00
1/6/2026	COF Capital One Financial	Reiterated Rating	$216.00	$290.00	Outperform ➝ Outperform