Seaport Research Partners Stock Recommendations and Price Targets

This is a list of recent ratings by Seaport Research Partners.

Date	Company Name	Action	Current Price	Price Target	Rating
2/6/2026	CEG Constellation Energy	Lower Price Target	$313.00	$407.00 ➝ $378.00	Buy ➝ Buy
2/2/2026	NEE NextEra Energy	Lower Price Target	$96.00	$56.00 ➝ $55.00	Sell ➝ Sell
1/30/2026	NUE Nucor	Boost Price Target	$175.00	$170.00 ➝ $185.00	Buy ➝ Buy
1/29/2026	LUV Southwest Airlines	Boost Price Target	$51.00	$57.00 ➝ $58.00
1/14/2026	LVS Las Vegas Sands	Lower Price Target	$55.00	$75.00 ➝ $72.00	Buy ➝ Buy
1/9/2026	DAL Delta Air Lines	Boost Price Target	$69.00	$80.00 ➝ $89.00	Buy ➝ Buy
1/9/2026	LUV Southwest Airlines	Boost Price Target	$51.00	$46.00 ➝ $52.00	Buy ➝ Buy
1/8/2026	PII Polaris	Upgrade	$64.00		Strong-Buy
1/8/2026	SPHR Sphere Entertainment	Upgrade	$113.00		Hold ➝ Strong-Buy
12/22/2025	MCFT Mastercraft Boat	Upgrade	$23.00		Hold
12/15/2025	SPHR Sphere Entertainment	Downgrade	$113.00		Strong-Buy ➝ Hold
12/14/2025	AMCX AMC Networks	Downgrade	$7.00		Strong-Buy ➝ Hold
12/8/2025	BC Brunswick	Upgrade	$84.00		Strong-Buy
12/1/2025	LVS Las Vegas Sands	Boost Price Target	$55.00	$66.00 ➝ $75.00	Buy ➝ Buy
11/17/2025	NVDA NVIDIA	Boost Price Target	$193.00	$100.00 ➝ $140.00	Sell ➝ Sell
11/14/2025	STGW Stagwell	Upgrade	$5.00		Strong-Buy
11/10/2025	HAS Hasbro	Upgrade	$100.00		Strong-Buy
11/10/2025	MAT Mattel	Upgrade	$18.00		Hold
11/10/2025	TOY Spin Master	Upgrade	C$19.00		Strong-Buy
11/9/2025	ARRY Array Technologies	Upgrade	$11.00		Hold ➝ Strong-Buy
11/4/2025	FSLR First Solar	Boost Price Target	$243.00	$217.00 ➝ $305.00	Buy ➝ Buy
10/29/2025	BKNG Booking	Boost Price Target	$4,069.00	$6,030.00 ➝ $6,260.00	Buy ➝ Buy
10/29/2025	NVDA NVIDIA	Reiterated Rating	$193.00		Sell
10/29/2025	FISV Fiserv	Downgrade	$59.00		Strong-Buy ➝ Hold
10/27/2025	BOOT Boot Barn	Downgrade	$196.00		Strong-Buy ➝ Hold
10/15/2025	TKO TKO Group	Upgrade	$210.00		Hold ➝ Strong-Buy
10/6/2025	BAC Bank of America	Boost Price Target	$50.00	$59.00 ➝ $66.00	Buy ➝ Buy
10/6/2025	NFLX Netflix	Upgrade	$78.00		Hold ➝ Strong-Buy
10/3/2025	WBD Warner Bros. Discovery	Boost Price Target	$29.00	$15.00 ➝ $24.00	Buy ➝ Buy
10/1/2025	EFX Equifax	Upgrade	$194.00		Hold
10/1/2025	FICO Fair Isaac	Upgrade	$1,227.00		Strong-Buy
10/1/2025	MCO Moody's	Upgrade	$452.00		Strong-Buy
10/1/2025	MSCI MSCI	Upgrade	$550.00		Strong-Buy
10/1/2025	SPGI S&P Global	Upgrade	$419.00		Strong-Buy
10/1/2025	TRU TransUnion	Upgrade	$72.00		Hold
10/1/2025	VRSK Verisk Analytics	Upgrade	$191.00		Strong-Buy
10/1/2025	AAPL Apple	Upgrade	$272.00		Strong-Buy
10/1/2025	NTGR NETGEAR	Upgrade	$20.00		Strong-Buy
9/28/2025	KMX CarMax	Downgrade	$43.00		Strong-Buy ➝ Hold
9/25/2025	ULCC Frontier Group	Upgrade	$5.00		Hold
9/24/2025	INTC Intel	Upgrade	$46.00		Strong Sell ➝ Hold
9/15/2025	CRWV CoreWeave	Upgrade	$99.00		Hold
9/15/2025	NBIS Nebius Group	Upgrade	$103.00		Hold
9/11/2025	DAL Delta Air Lines	Boost Price Target	$69.00	$69.00 ➝ $80.00	Buy ➝ Buy
9/10/2025	CHWY Chewy	Upgrade	$25.00		Hold ➝ Strong-Buy
9/8/2025	TKO TKO Group	Downgrade	$210.00		Strong-Buy ➝ Hold
8/26/2025	SCVL Shoe Carnival	Downgrade	$21.00		Strong-Buy ➝ Hold
8/11/2025	ARM ARM	Upgrade	$128.00		Strong-Buy
8/11/2025	SERV Serve Robotics	Downgrade	$10.00		Strong-Buy ➝ Hold
8/8/2025	PSKY Paramount Skydance	Upgrade	$10.00		Strong Sell ➝ Hold
7/30/2025	GTLS Chart Industries	Downgrade	$207.00		Strong-Buy ➝ Hold
7/29/2025	BKR Baker Hughes	Downgrade	$65.00		Strong-Buy ➝ Hold
7/25/2025	NEXT NextDecade	Upgrade	$5.00		Strong-Buy
7/22/2025	FLNC Fluence Energy	Downgrade	$16.00		Strong-Buy ➝ Hold
7/21/2025	MGM MGM Resorts International	Downgrade	$35.00		Strong-Buy ➝ Hold
7/10/2025	GEV GE Vernova	Upgrade	$879.00		Strong-Buy
7/6/2025	NFLX Netflix	Downgrade	$78.00		Strong-Buy ➝ Hold
6/30/2025	CHYM Chime Financial	Upgrade	$20.00		Strong-Buy
6/20/2025	CRCL Circle Internet Group	Upgrade	$61.00		Strong-Buy
5/18/2025	STRZ Starz Entertainment	Upgrade	$9.00		Strong-Buy
5/14/2025	ENVA Enova International	Upgrade	$138.00		Strong-Buy
5/9/2025	QCOM QUALCOMM	Upgrade	$145.00		Hold
5/6/2025	GFL GFL Environmental	Upgrade	$42.00		Strong-Buy
5/6/2025	RSG Republic Services	Upgrade	$221.00		Strong-Buy
5/6/2025	GFL GFL Environmental	Upgrade	C$58.00		Strong-Buy
5/6/2025	WCN Waste Connections	Upgrade	C$227.00		Strong-Buy
5/6/2025	WCN Waste Connections	Upgrade	$166.00		Strong-Buy
5/6/2025	WM Waste Management	Upgrade	$229.00		Hold
4/30/2025	ADI Analog Devices	Upgrade	$356.00		Strong Sell
4/30/2025	AMD Advanced Micro Devices	Upgrade	$214.00		Strong-Buy
4/30/2025	INTC Intel	Upgrade	$46.00		Strong Sell
4/30/2025	NVDA NVIDIA	Upgrade	$193.00		Strong Sell
4/30/2025	TXN Texas Instruments	Upgrade	$213.00		Strong Sell
4/8/2025	SIRI Sirius XM	Upgrade	$21.00		Hold ➝ Strong-Buy
4/1/2025	BWXT BWX Technologies	Upgrade	$204.00		Strong-Buy
3/21/2025	MLM Martin Marietta Materials	Upgrade	$696.00		Strong-Buy
3/21/2025	VMC Vulcan Materials	Upgrade	$318.00		Strong-Buy
3/16/2025	FWONK Liberty Media Corporation - Liberty Formula One Series C	Upgrade	$87.00		Hold ➝ Strong-Buy
3/15/2025	FWONA Liberty Media Corporation - Liberty Formula One Series A	Upgrade	$79.00		Hold ➝ Strong-Buy
3/4/2025	TKO TKO Group	Upgrade	$210.00		Hold ➝ Strong-Buy
3/3/2025	AES AES	Downgrade	$16.00		Hold ➝ Strong Sell
2/27/2025	ARRY Array Technologies	Downgrade	$11.00		Strong-Buy ➝ Hold
2/14/2025	WYNMY Wynn Macau	Upgrade	$8.00		Strong-Buy
2/12/2025	ASPN Aspen Aerogels	Downgrade	$4.00		Strong-Buy ➝ Hold
2/12/2025	CART Maplebear	Upgrade	$36.00		Strong-Buy
2/11/2025	TKO TKO Group	Downgrade	$210.00		Strong-Buy ➝ Hold
2/6/2025	RDDT Reddit	Upgrade	$142.00		Hold
1/31/2025	NWSA News	Upgrade	$23.00		Strong-Buy
1/31/2025	NWS News	Upgrade	$26.00		Strong-Buy
1/29/2025	WOR Worthington Enterprises	Upgrade	$56.00		Strong-Buy
1/27/2025	PLUG Plug Power	Downgrade	$2.00		Hold ➝ Strong Sell
1/27/2025	TMHC Taylor Morrison Home	Downgrade	$67.00		Hold ➝ Strong Sell
1/15/2025	FSLR First Solar	Upgrade	$243.00		Hold ➝ Strong-Buy
1/15/2025	NFLX Netflix	Upgrade	$78.00		Hold ➝ Strong-Buy
1/14/2025	MA Mastercard	Downgrade	$498.00		Strong-Buy ➝ Hold
1/14/2025	KBH KB Home	Upgrade	$65.00		Strong Sell ➝ Hold
1/5/2025	LBRT Liberty Energy	Upgrade	$28.00		Hold ➝ Strong-Buy
1/5/2025	NOV NOV	Downgrade	$21.00		Strong-Buy ➝ Hold
12/11/2024	CMCSA Comcast	Upgrade	$32.00		Hold ➝ Strong-Buy
12/10/2024	SIRI Sirius XM	Downgrade	$21.00		Strong-Buy ➝ Hold