New Street Research Stock Recommendations and Price Targets

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

Date	Company Name	Action	Current Price	Price Target	Rating
9/16/2026	CTVA Corteva	Set Price Target	$81.00	$95.00
9/15/2026	NYT New York Times	Set Price Target	$72.00	$82.00
9/14/2026	NJR NewJersey Resources	Set Price Target	$54.00	$68.00
9/4/2026	PL Planet Labs PBC	Upgrade	$16.00		Sell ➝ Neutral
9/3/2026	FLUT Flutter Entertainment	Set Price Target	$98.00	$110.00
8/27/2026	OKTA Okta	Set Price Target	$188.00	$200.00
8/24/2026	DQ DAQO New Energy	Set Price Target	$11.00	$10.00
8/24/2026	TLN Talen Energy	Set Price Target	$288.00	$405.00
8/21/2026	TEF Telefonica	Downgrade	$4.00		Reduce ➝ Sell
8/20/2026	SMTC Semtech	Set Price Target	$168.00	$230.00
8/20/2026	ADSK Autodesk	Set Price Target	$220.00	$277.00
8/18/2026	PANW Palo Alto Networks	Set Price Target	$376.00	$415.00
8/17/2026	CLBK Columbia Financial	Set Price Target	$11.00	$14.00
8/14/2026	PHVS Pharvaris	Set Price Target	$38.00	$60.00
8/14/2026	MU Micron Technology	Upgrade	$927.00	$1,250.00	Neutral ➝ Buy
8/13/2026	WU Western Union	Reiterated Rating	$7.00		Reduce ➝ Reduce
8/13/2026	NNE Nano Nuclear Energy	Set Price Target	$16.00	$45.00
8/13/2026	ARMK Aramark	Set Price Target	$58.00	$70.00
8/10/2026	GHRS GH Research	Set Price Target	$28.00	$65.00
8/6/2026	SNDK Sandisk	Set Price Target	$1,520.00	$3,000.00
8/4/2026	MHO M/I Homes	Set Price Target	$140.00	$172.00
7/31/2026	TAL TAL Education Group	Set Price Target	$12.00	$13.60
7/30/2026	ARM ARM	Upgrade	$244.00	$260.00	Neutral ➝ Buy
7/30/2026	EDU New Oriental Education & Technology Group	Set Price Target	$56.00	$56.50
7/29/2026	VRNS Varonis Systems	Reiterated Rating	$47.00		Buy ➝ Buy
7/29/2026	HLTOY Hellenic Telecom Organization	Downgrade	$11.00		Neutral
7/27/2026	STEM Stem	Set Price Target	$4.00	$8.00
7/24/2026	BWAY Brainsway	Reiterated Rating	$13.00		Buy ➝ Buy
7/23/2026	RSI Rush Street Interactive	Set Price Target	$26.00	$35.00
7/22/2026	GMAB Genmab A/S	Set Price Target	$34.00	$43.00
7/22/2026	IRDM Iridium Communications	Upgrade	$47.00		Neutral ➝ Buy
7/20/2026	VVV Valvoline	Set Price Target	$27.00	$47.00
7/17/2026	NFLX Netflix	Boost Price Target	$76.00	$96.00 ➝ $102.00	Neutral ➝ Neutral
7/14/2026	SPHR Sphere Entertainment	Set Price Target	$144.00	$188.00
7/10/2026	VOD Vodafone Group	Upgrade	$17.00		Neutral ➝ Buy
7/9/2026	MSEX Middlesex Water	Set Price Target	$56.00	$64.00
7/9/2026	CFFN Capitol Federal Financial	Set Price Target	$9.00	$10.00
7/7/2026	NUAI New Era Energy & Digital	Set Price Target	$5.00	$10.00
6/29/2026	PRME Prime Medicine	Set Price Target	$3.00	$8.00
6/26/2026	INTC Intel	Boost Price Target	$101.00	$100.00 ➝ $122.00
6/25/2026	CMCSA Comcast	Lower Price Target	$24.00	$31.00 ➝ $30.00	Buy ➝ Buy
6/23/2026	XEL Xcel Energy	Set Price Target	$73.00	$91.00
6/18/2026	ARM ARM	Downgrade	$244.00		Buy ➝ Neutral
6/17/2026	AMX America Movil	Reiterated Rating	$23.00	$35.00	Buy ➝ Buy
6/17/2026	TV Grupo Televisa	Downgrade	$2.00		Hold ➝ Strong Sell
6/15/2026	ECHO Echostar	Set Price Target	$93.00	$165.00
6/15/2026	NTLA Intellia Therapeutics	Set Price Target	$11.00	$25.00
6/15/2026	NET Cloudflare	Reiterated Rating	$325.00		Market Outperform ➝ Market Outperform
6/11/2026	EDU New Oriental Education & Technology Group	Set Price Target	$56.00	$65.00
6/11/2026	INTC Intel	Initiated Coverage	$101.00		Neutral ➝ Buy
6/11/2026	DDOG Datadog	Set Price Target	$231.00	$260.00
6/11/2026	WVE WAVE Life Sciences	Set Price Target	$5.00	$13.00
6/11/2026	SPCX SpaceX	Upgrade	$151.00		Strong-Buy
6/10/2026	SPCX SpaceX	Set Price Target	$151.00	$165.00
6/5/2026	TDAY USA Today	Set Price Target	$6.00	$8.05
6/5/2026	GOOGL Alphabet	Boost Price Target	$343.00	$450.00 ➝ $455.00	Buy ➝ Buy
6/2/2026	SGBAF SES	Downgrade	$6.00		Neutral ➝ Sell
6/1/2026	PATH UiPath	Set Price Target	$14.00	$13.00
6/1/2026	DKNG DraftKings	Set Price Target	$24.00	$29.00
5/29/2026	ASTS AST SpaceMobile	Set Price Target	$59.00	$106.00
5/21/2026	FLYW Flywire	Set Price Target	$18.00	$16.00
5/21/2026	NVDA NVIDIA	Lower Price Target	$214.00	$343.00 ➝ $340.00
5/20/2026	PDLB Ponce Financial Group	Set Price Target	$21.00	$24.00
5/20/2026	CHTR Charter Communications	Lower Price Target	$135.00	$328.00 ➝ $302.00	Buy ➝ Buy
5/14/2026	IRDM Iridium Communications	Initiated Coverage	$47.00	$40.00	Neutral
5/14/2026	CSCO Cisco Systems	Boost Price Target	$108.00	$82.00 ➝ $122.00	Neutral ➝ Neutral
5/13/2026	SGBAF SES	Initiated Coverage	$6.00		Neutral
5/13/2026	ECHO Echostar	Initiated Coverage	$93.00	$161.00	Buy
5/13/2026	PL Planet Labs PBC	Initiated Coverage	$16.00	$28.00	Sell
5/13/2026	TSAT Telesat	Initiated Coverage	$49.00	$30.00	Sell
5/13/2026	ASTS AST SpaceMobile	Initiated Coverage	$59.00	$80.00	Neutral
5/13/2026	VSAT Viasat	Initiated Coverage	$71.00	$100.00	Buy
5/13/2026	RKLB Rocket Lab	Initiated Coverage	$64.00	$150.00	Buy
5/13/2026	CMCSA Comcast	Lower Price Target	$24.00	$36.00 ➝ $31.00	Buy
5/13/2026	PL Planet Labs PBC	Upgrade	$16.00		Strong Sell
5/13/2026	IRDM Iridium Communications	Upgrade	$47.00		Hold
5/13/2026	TSAT Telesat	Upgrade	$49.00		Strong Sell
5/13/2026	VSAT Viasat	Upgrade	$71.00		Strong-Buy
5/13/2026	ASTS AST SpaceMobile	Upgrade	$59.00		Hold
5/13/2026	RKLB Rocket Lab	Upgrade	$64.00		Strong-Buy
5/8/2026	CAI Caris Life Sciences	Initiated Coverage	$28.00		Market Perform
5/4/2026	AMZN Amazon.com	Boost Price Target	$246.00	$280.00 ➝ $350.00	Buy ➝ Buy
5/4/2026	GOOGL Alphabet	Boost Price Target	$343.00	$380.00 ➝ $450.00	Buy ➝ Buy
4/30/2026	MSFT Microsoft	Lower Price Target	$490.00	$675.00 ➝ $600.00	Buy ➝ Buy
4/29/2026	KLAC KLA	Boost Price Target	$167.00	$146.00 ➝ $177.00	Neutral ➝ Neutral
4/27/2026	LRCX Lam Research	Boost Price Target	$269.00	$235.00 ➝ $280.00	Neutral ➝ Neutral
4/24/2026	INTC Intel	Boost Price Target	$101.00	$50.00 ➝ $80.00	Neutral ➝ Neutral
4/23/2026	CSX CSX	Set Price Target	$48.00	$49.00
4/21/2026	FE FirstEnergy	Set Price Target	$45.00	$52.00
4/20/2026	ASTS AST SpaceMobile	Set Price Target	$59.00	$115.00
4/17/2026	NFLX Netflix	Boost Price Target	$76.00	$96.00 ➝ $102.00
4/16/2026	NUAI New Era Energy & Digital	Set Price Target	$5.00	$8.60
4/10/2026	BYRN Byrna Technologies	Set Price Target	$4.00	$7.50
4/7/2026	VIV Telefonica Brasil	Upgrade	$12.00		Neutral ➝ Buy
4/7/2026	AMX America Movil	Upgrade	$23.00		Neutral ➝ Buy
4/7/2026	TIMB TIM	Upgrade	$19.00		Neutral ➝ Buy
3/31/2026	KLAC KLA	Boost Price Target	$167.00	$123.00 ➝ $146.00	Neutral ➝ Neutral
3/31/2026	NVDA NVIDIA	Lower Price Target	$214.00	$307.00 ➝ $275.00	Buy ➝ Buy
3/31/2026	LRCX Lam Research	Boost Price Target	$269.00	$140.00 ➝ $235.00	Neutral ➝ Neutral
3/31/2026	MSFT Microsoft	Boost Price Target	$490.00	$670.00 ➝ $675.00	Buy ➝ Buy