New Street Research Stock Recommendations and Price Targets

This is a list of recent ratings by New Street Research.

DateCompany NameActionCurrent
Price
Price
Target
Rating
11/3/2025
Q
Qnity Electronics
Set Price Target$93.00 $110.00
10/31/2025
KLAC
KLA
Boost Price Target$1,193.00$980.00 ➝ $1,230.00Neutral ➝ Neutral
10/30/2025
CFLT
Confluent
Set Price Target$23.00 $29.00
10/30/2025
NVDA
NVIDIA
Reiterated Rating$188.00 $307.00Buy ➝ Buy
10/29/2025
CLS
Celestica
Set Price Target$322.00 $400.00
10/28/2025
SNAP
Snap
Downgrade$8.00Buy ➝ Neutral
10/24/2025
GOOGL
Alphabet
Boost Price Target$279.00$275.00 ➝ $295.00
10/23/2025
LRCX
Lam Research
Boost Price Target$159.00$105.00 ➝ $140.00Neutral ➝ Neutral
10/23/2025
TSLA
Tesla
Boost Price Target$430.00$465.00 ➝ $520.00Buy ➝ Buy
10/21/2025
IDYA
IDEAYA Biosciences
Set Price Target$30.00 $30.00
10/16/2025
DLTR
Dollar Tree
Set Price Target$106.00 $103.00
10/14/2025
MU
Micron Technology
Reiterated Rating$238.00Buy ➝ Neutral
10/13/2025
NEE
NextEra Energy
Set Price Target$84.00 $84.00
10/13/2025
BXP
BXP
Set Price Target$72.00 $85.00
10/13/2025
HPP
Hudson Pacific Properties
Set Price Target$2.00 $2.40
10/13/2025
CDP
COPT Defense Properties
Set Price Target$29.00 $33.00
10/13/2025
DEA
Easterly Government Properties
Set Price Target$21.00 $20.00
10/13/2025
HIW
Highwoods Properties
Set Price Target$29.00 $30.00
10/13/2025
KRC
Kilroy Realty
Set Price Target$43.00 $45.00
10/10/2025
NMFC
New Mountain Finance
Set Price Target$10.00 $10.00
10/9/2025
SLG
SL Green Realty
Set Price Target$52.00 $72.00
10/9/2025
JBGS
JBG SMITH Properties
Set Price Target$19.00 $19.00
10/6/2025
ED
Consolidated Edison
Set Price Target$98.00 $106.00
10/6/2025
ASML
ASML
Reiterated Rating$1,017.00Buy ➝ Neutral
10/1/2025
AVAV
AeroVironment
Set Price Target$330.00 $365.00
9/30/2025
BTGOF
BT Group
Downgrade$2.00Neutral
9/25/2025
SFTBY
SoftBank Group
Downgrade$70.00Buy ➝ Neutral
9/19/2025
INTC
Intel
Boost Price Target$38.00$23.00 ➝ $32.00
9/18/2025
BLSH
Bullish
Set Price Target$45.00 $56.00
9/18/2025
DQ
DAQO New Energy
Set Price Target$34.00 $15.40
9/12/2025
NVDA
NVIDIA
Boost Price Target$188.00$200.00 ➝ $235.00Buy ➝ Buy
9/12/2025
PANW
Palo Alto Networks
Boost Price Target$212.00$235.00 ➝ $240.00Buy ➝ Buy
9/10/2025
IMAB
I-Mab
Set Price Target$5.00 $7.00
9/10/2025
INTC
Intel
Boost Price Target$38.00$21.00 ➝ $23.00Neutral ➝ Neutral
8/29/2025
S
SentinelOne
Set Price Target$17.00 $23.00
8/28/2025
CRWD
CrowdStrike
Set Price Target$540.00 $460.00
8/26/2025
PDD
PDD
Downgrade$136.00 $120.00Buy ➝ Neutral
8/8/2025
TELNY
Telenor ASA
Downgrade$15.00Strong-Buy ➝ Hold
7/24/2025
ASML
ASML
Upgrade$1,017.00Neutral ➝ Buy
6/30/2025
NFE
New Fortress Energy
Set Price Target$1.00 $8.50
6/17/2025
TLK
PT Telekomunikasi Indonesia, Tbk
Downgrade$21.00Strong-Buy ➝ Hold
6/9/2025
SGBAF
SES
Upgrade$8.00Hold
5/19/2025
SKM
SK Telecom
Upgrade$20.00Hold
5/16/2025
CSCO
Cisco Systems
Reiterated Rating$71.00 $70.00Buy ➝ Neutral
5/7/2025
TIIAY
Telecom Italia
Downgrade$6.00Strong-Buy ➝ Hold
5/1/2025
CCI
Crown Castle
Upgrade$90.00Hold ➝ Strong-Buy
4/28/2025
EUTLF
Eutelsat Communications
Downgrade$4.00Hold ➝ Strong Sell
4/28/2025
DLR
Digital Realty Trust
Upgrade$170.00Hold
4/28/2025
EQIX
Equinix
Upgrade$825.00Strong-Buy
4/25/2025
CMCSA
Comcast
Lower Price Target$27.00$44.00 ➝ $38.00Buy
4/4/2025
BOUYF
Bouygues
Initiated Coverage$42.00Buy
4/1/2025
NJR
NewJersey Resources
Set Price Target$46.00 $51.00
3/26/2025
NGD
New Gold
Set Price Target$7.00 $3.90
3/14/2025
INSE
Inspired Entertainment
Set Price Target$8.00 $21.00
3/6/2025
M
Macy's
Set Price Target$20.00 $13.00
3/6/2025
NVST
Envista
Set Price Target$19.00 $19.00
3/5/2025
GEV
GE Vernova
Set Price Target$576.00 $380.00
2/21/2025
FYBR
Frontier Communications Parent
Downgrade$38.00Strong-Buy ➝ Hold
1/30/2025
MELI
MercadoLibre
Upgrade$2,109.00$2,000.00 ➝ $2,300.00Neutral ➝ Buy
1/10/2025
SHOP
Shopify
Initiated Coverage$152.00 $115.00Neutral
1/6/2025
TSLA
Tesla
Upgrade$430.00 $460.00Neutral ➝ Buy
12/16/2024
MTCH
Match Group
Downgrade$33.00Buy ➝ Neutral
12/9/2024
VIV
Telefonica Brasil
Downgrade$13.00Buy ➝ Neutral
12/3/2024
T
AT&T
Upgrade$25.00Neutral ➝ Buy
11/25/2024
TTD
Trade Desk
Upgrade$43.00$85.00 ➝ $115.00Sell ➝ Neutral
10/29/2024
TTD
Trade Desk
Downgrade$43.00$86.00 ➝ $86.00Neutral ➝ Sell
9/26/2024
TLSNY
TeliaSonera
Upgrade$8.00Hold
9/25/2024
AAPL
Apple
Reiterated Rating$268.00$225.00 ➝ $225.00Neutral ➝ Neutral
9/9/2024
WWLNF
Worldline
Upgrade$3.00Hold
9/9/2024
YAHOY
LY
Upgrade$5.00Strong-Buy
9/9/2024
KDDIY
KDDI
Upgrade$17.00Strong-Buy
9/9/2024
KT
KT
Upgrade$18.00Strong-Buy
9/9/2024
IFNNY
Infineon Technologies
Upgrade$38.00Strong-Buy
9/9/2024
SCMWY
Swisscom
Upgrade$75.00Hold
9/9/2024
XYZ
Block
Initiated Coverage$65.00 $70.00Neutral
9/9/2024
TCEHY
Tencent
Upgrade$81.00Strong-Buy
8/15/2024
CSCO
Cisco Systems
Upgrade$71.00 $57.00Neutral ➝ Buy
8/7/2024
WOLF
Wolfspeed
Downgrade$18.00 $18.00Buy ➝ Neutral
8/6/2024
NVDA
NVIDIA
Upgrade$188.00 $120.00Neutral ➝ Buy
8/2/2024
INTC
Intel
Downgrade$38.00Buy ➝ Neutral
7/24/2024
TSLA
Tesla
Downgrade$430.00 $225.00Buy ➝ Neutral
7/8/2024
VOD
Vodafone Group
Upgrade$12.00Strong-Buy
7/8/2024
TELNY
Telenor ASA
Upgrade$15.00Strong-Buy
7/5/2024
TEF
Telefonica
Downgrade$4.00Strong-Buy ➝ Hold
7/5/2024
NVDA
NVIDIA
Downgrade$188.00Buy ➝ Neutral
6/25/2024
TSLA
Tesla
Reiterated Rating$430.00$235.00 ➝ $235.00Buy ➝ Buy
6/10/2024
MSFT
Microsoft
Initiated Coverage$497.00 $570.00Buy
5/31/2024
PYPL
PayPal
Initiated Coverage$66.00 $80.00Buy
5/24/2024
SLOIF
Soitec
Upgrade$51.00Strong-Buy
5/24/2024
MELI
MercadoLibre
Downgrade$2,109.00Buy ➝ Neutral
5/7/2024
KSPI
Joint Stock Company Kaspi.kz
Initiated Coverage$71.00 $175.00Buy
3/26/2024
RDDT
Reddit
Initiated Coverage$194.00 $54.00Neutral
3/18/2024
PAGS
PagSeguro Digital
Upgrade$9.00$15.00 ➝ $18.00Neutral ➝ Buy
3/13/2024
BZ
KANZHUN
Upgrade$21.00$17.00 ➝ $25.00Neutral ➝ Buy
2/29/2024
TIGO
Millicom International Cellular
Upgrade$47.00$20.00 ➝ $24.00Neutral ➝ Buy
2/28/2024
LBTYA
Liberty Global
Reiterated Rating$11.00Buy ➝ Neutral
2/27/2024
ARM
ARM
Reiterated Rating$152.00 $110.00Buy ➝ Neutral
2/1/2024
PAGS
PagSeguro Digital
Downgrade$9.00$14.00 ➝ $15.00Buy ➝ Neutral
1/24/2024
AMD
Advanced Micro Devices
Upgrade$234.00 $215.00Neutral ➝ Buy
1/9/2024
DLO
DLocal
Upgrade$14.00$18.00 ➝ $24.00Neutral ➝ Buy