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
4/10/2026	MSGS Madison Square Garden	Upgrade	$332.00	$430.00	Neutral ➝ Buy
4/9/2026	DAL Delta Air Lines	Boost Price Target	$68.00	$81.00 ➝ $83.00	Buy ➝ Buy
4/8/2026	IMAX IMAX	Boost Price Target	$38.00	$43.00 ➝ $45.00	Buy ➝ Buy
4/8/2026	AVGO Broadcom	Reiterated Rating	$371.00		Buy ➝ Neutral
4/7/2026	KBH KB Home	Reiterated Rating	$52.00	$65.00 ➝ $43.00	Buy ➝ Sell
4/7/2026	TMHC Taylor Morrison Home	Reiterated Rating	$59.00	$85.00 ➝ $49.00	Buy ➝ Sell
4/7/2026	LEN Lennar	Reiterated Rating	$89.00	$140.00 ➝ $74.00	Buy ➝ Sell
4/7/2026	PHM PulteGroup	Reiterated Rating	$120.00	$155.00 ➝ $100.00	Buy ➝ Sell
4/7/2026	MHO M/I Homes	Reiterated Rating	$124.00		Buy ➝ Neutral
4/7/2026	TOL Toll Brothers	Reiterated Rating	$140.00		Buy ➝ Neutral
4/7/2026	DHI D.R. Horton	Reiterated Rating	$143.00		Buy ➝ Neutral
4/7/2026	CEG Constellation Energy	Lower Price Target	$286.00	$378.00 ➝ $330.00	Buy ➝ Buy
4/7/2026	BLD TopBuild	Reiterated Rating	$395.00		Buy ➝ Neutral
4/7/2026	NVR NVR	Reiterated Rating	$6,750.00	$5,664.00	Neutral ➝ Sell
4/6/2026	KBH KB Home	Downgrade	$52.00	$65.00 ➝ $43.00	Buy ➝ Sell
4/6/2026	TMHC Taylor Morrison Home	Downgrade	$59.00	$85.00 ➝ $49.00	Buy ➝ Sell
4/6/2026	LEN Lennar	Downgrade	$89.00	$140.00 ➝ $74.00	Buy ➝ Sell
4/6/2026	PHM PulteGroup	Downgrade	$120.00	$155.00 ➝ $100.00	Buy ➝ Sell
4/6/2026	NVR NVR	Downgrade	$6,750.00	$5,664.00	Neutral ➝ Sell
3/31/2026	VSNT Versant	Initiated Coverage	$40.00	$45.00	Buy
3/19/2026	CAL Caleres	Boost Price Target	$13.00	$14.00 ➝ $16.00	Buy ➝ Buy
3/16/2026	QCOM Qualcomm	Reiterated Rating	$128.00	$100.00	Neutral ➝ Sell
2/6/2026	CEG Constellation Energy	Lower Price Target	$286.00	$407.00 ➝ $378.00	Buy ➝ Buy
2/2/2026	NEE NextEra Energy	Lower Price Target	$94.00	$56.00 ➝ $55.00	Sell ➝ Sell
1/30/2026	NUE Nucor	Boost Price Target	$186.00	$170.00 ➝ $185.00	Buy ➝ Buy
1/29/2026	LUV Southwest Airlines	Boost Price Target	$40.00	$57.00 ➝ $58.00
1/14/2026	LVS Las Vegas Sands	Lower Price Target	$53.00	$75.00 ➝ $72.00	Buy ➝ Buy
1/9/2026	LUV Southwest Airlines	Boost Price Target	$40.00	$46.00 ➝ $52.00	Buy ➝ Buy
1/9/2026	DAL Delta Air Lines	Boost Price Target	$68.00	$80.00 ➝ $89.00	Buy ➝ Buy
1/8/2026	PII Polaris	Upgrade	$55.00		Strong-Buy
1/8/2026	SPHR Sphere Entertainment	Upgrade	$128.00		Hold ➝ Strong-Buy
12/22/2025	MCFT Mastercraft Boat	Upgrade	$22.00		Hold
12/15/2025	SPHR Sphere Entertainment	Downgrade	$128.00		Strong-Buy ➝ Hold
12/14/2025	AMCX AMC Networks	Downgrade	$7.00		Strong-Buy ➝ Hold
12/8/2025	BC Brunswick	Upgrade	$77.00		Strong-Buy
12/1/2025	LVS Las Vegas Sands	Boost Price Target	$53.00	$66.00 ➝ $75.00	Buy ➝ Buy
11/17/2025	NVDA NVIDIA	Boost Price Target	$189.00	$100.00 ➝ $140.00	Sell ➝ Sell
11/14/2025	STGW Stagwell	Upgrade	$6.00		Strong-Buy
11/10/2025	MAT Mattel	Upgrade	$15.00		Hold
11/10/2025	TOY Spin Master	Upgrade	C$19.00		Strong-Buy
11/10/2025	HAS Hasbro	Upgrade	$92.00		Strong-Buy
11/9/2025	ARRY Array Technologies	Upgrade	$7.00		Hold ➝ Strong-Buy
11/4/2025	FSLR First Solar	Boost Price Target	$203.00	$217.00 ➝ $305.00	Buy ➝ Buy
10/29/2025	FISV Fiserv	Downgrade	$56.00		Strong-Buy ➝ Hold
10/29/2025	BKNG Booking	Boost Price Target	$173.00	$241.20 ➝ $250.40	Buy ➝ Buy
10/29/2025	NVDA NVIDIA	Reiterated Rating	$189.00		Sell
10/27/2025	BOOT Boot Barn	Downgrade	$155.00		Strong-Buy ➝ Hold
10/15/2025	TKO TKO Group	Upgrade	$197.00		Hold ➝ Strong-Buy
10/6/2025	BAC Bank of America	Boost Price Target	$53.00	$59.00 ➝ $66.00	Buy ➝ Buy
10/6/2025	NFLX Netflix	Upgrade	$103.00		Hold ➝ Strong-Buy
10/3/2025	WBD Warner Bros. Discovery	Boost Price Target	$27.00	$15.00 ➝ $24.00	Buy ➝ Buy
10/1/2025	NTGR NETGEAR	Upgrade	$23.00		Strong-Buy
10/1/2025	TRU TransUnion	Upgrade	$68.00		Hold
10/1/2025	VRSK Verisk Analytics	Upgrade	$164.00		Strong-Buy
10/1/2025	EFX Equifax	Upgrade	$178.00		Hold
10/1/2025	AAPL Apple	Upgrade	$260.00		Strong-Buy
10/1/2025	MCO Moody's	Upgrade	$428.00		Strong-Buy
10/1/2025	SPGI S&P Global	Upgrade	$416.00		Strong-Buy
10/1/2025	MSCI MSCI	Upgrade	$538.00		Strong-Buy
10/1/2025	FICO Fair Isaac	Upgrade	$924.00		Strong-Buy
9/28/2025	KMX CarMax	Downgrade	$47.00		Strong-Buy ➝ Hold
9/25/2025	ULCC Frontier Group	Upgrade	$4.00		Hold
9/24/2025	INTC Intel	Upgrade	$62.00		Strong Sell ➝ Hold
9/15/2025	NBIS Nebius Group	Upgrade	$145.00		Hold
9/15/2025	CRWV CoreWeave	Upgrade	$102.00		Hold
9/11/2025	DAL Delta Air Lines	Boost Price Target	$68.00	$69.00 ➝ $80.00	Buy ➝ Buy
9/10/2025	CHWY Chewy	Upgrade	$25.00		Hold ➝ Strong-Buy
9/8/2025	TKO TKO Group	Downgrade	$197.00		Strong-Buy ➝ Hold
8/26/2025	SCVL Shoe Carnival	Downgrade	$18.00		Strong-Buy ➝ Hold
8/11/2025	SERV Serve Robotics	Downgrade	$8.00		Strong-Buy ➝ Hold
8/11/2025	ARM ARM	Upgrade	$149.00		Strong-Buy
8/8/2025	PSKY Paramount Skydance	Upgrade	$11.00		Strong Sell ➝ Hold
7/30/2025	GTLS Chart Industries	Downgrade	$208.00		Strong-Buy ➝ Hold
7/29/2025	BKR Baker Hughes	Downgrade	$63.00		Strong-Buy ➝ Hold
7/25/2025	NEXT NextDecade	Upgrade	$8.00		Strong-Buy
7/22/2025	FLNC Fluence Energy	Downgrade	$14.00		Strong-Buy ➝ Hold
7/21/2025	MGM MGM Resorts International	Downgrade	$37.00		Strong-Buy ➝ Hold
7/10/2025	GEV GE Vernova	Upgrade	$992.00		Strong-Buy
7/6/2025	NFLX Netflix	Downgrade	$103.00		Strong-Buy ➝ Hold
6/30/2025	CHYM Chime Financial	Upgrade	$20.00		Strong-Buy
6/20/2025	CRCL Circle Internet Group	Upgrade	$88.00		Strong-Buy
5/18/2025	STRZ Starz Entertainment	Upgrade	$15.00		Strong-Buy
5/14/2025	ENVA Enova International	Upgrade	$145.00		Strong-Buy
5/9/2025	QCOM Qualcomm	Upgrade	$128.00		Hold
5/6/2025	GFL GFL Environmental	Upgrade	$43.00		Strong-Buy
5/6/2025	GFL GFL Environmental	Upgrade	C$60.00		Strong-Buy
5/6/2025	WCN Waste Connections	Upgrade	$162.00		Strong-Buy
5/6/2025	WM Waste Management	Upgrade	$229.00		Hold
5/6/2025	RSG Republic Services	Upgrade	$214.00		Strong-Buy
5/6/2025	WCN Waste Connections	Upgrade	C$223.00		Strong-Buy
4/30/2025	INTC Intel	Upgrade	$62.00		Strong Sell
4/30/2025	AMD Advanced Micro Devices	Upgrade	$245.00		Strong-Buy
4/30/2025	NVDA NVIDIA	Upgrade	$189.00		Strong Sell
4/30/2025	TXN Texas Instruments	Upgrade	$215.00		Strong Sell
4/30/2025	ADI Analog Devices	Upgrade	$350.00		Strong Sell
4/8/2025	SIRI Sirius XM	Upgrade	$24.00		Hold ➝ Strong-Buy
4/1/2025	BWXT BWX Technologies	Upgrade	$230.00		Strong-Buy
3/21/2025	VMC Vulcan Materials	Upgrade	$295.00		Strong-Buy
3/21/2025	MLM Martin Marietta Materials	Upgrade	$632.00		Strong-Buy
3/16/2025	FWONK Liberty Media Corporation - Liberty Formula One Series C	Upgrade	$89.00		Hold ➝ Strong-Buy