Seaport Research Partners Stock Recommendations and Price Targets

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

DateCompany NameActionCurrent
Price
Price
Target
Rating
7/2/2026
CMCSA
Comcast
Upgrade$23.00Neutral ➝ Buy
7/1/2026
REZI
Resideo Technologies
Initiated Coverage$31.00 $55.00Buy
6/29/2026
RBLX
Roblox
Downgrade$56.00Neutral
6/29/2026
WBD
Warner Bros. Discovery
Upgrade$27.00 $31.00Neutral ➝ Buy
6/29/2026
MSGE
Madison Square Garden Entertainment
Reiterated Rating$75.00Buy ➝ Neutral
6/24/2026
IMAX
IMAX
Reiterated Rating$38.00 $50.00Buy ➝ Buy
6/22/2026
SPCX
SpaceX
Upgrade$152.00Buy
6/22/2026
BWXT
BWX Technologies
Upgrade$187.00 $245.00Neutral ➝ Buy
6/17/2026
SPHR
Sphere Entertainment
Reiterated Rating$152.00 $173.00Buy ➝ Buy
6/16/2026
ROKU
Roku
Set Price Target$140.00 $155.00
6/16/2026
FOXA
FOX
Reiterated Rating$54.00 $61.00Buy ➝ Buy
6/15/2026
VST
Vistra
Reiterated Rating$158.00 $230.00Buy ➝ Buy
6/10/2026
NUE
Nucor
Boost Price Target$222.00$245.00 ➝ $285.00Buy ➝ Buy
6/2/2026
MCHVF
MGM China
Upgrade$1.00Neutral ➝ Buy
5/27/2026
FDX
FedEx
Initiated Coverage$311.00Buy
5/27/2026
GCO
Genesco
Downgrade$34.00Buy ➝ Neutral
5/27/2026
MSGS
Madison Square Garden
Boost Price Target$387.00$430.00 ➝ $435.00Buy ➝ Buy
5/26/2026
GE
GE Aerospace
Initiated Coverage$359.00 $375.00Buy
5/26/2026
SPTX
Seaport Therapeutics
Set Price Target$21.00 $42.00
5/26/2026
TRV
Travelers Companies
Set Price Target$337.00 $322.00
5/26/2026
CGNX
Cognex
Set Price Target$66.00 $75.00
5/22/2026
LION
Lionsgate Studios
Reiterated Rating$13.00 $16.00Buy ➝ Buy
5/21/2026
JBTM
JBT Marel
Set Price Target$137.00 $165.00
5/21/2026
NVDA
NVIDIA
Boost Price Target$203.00$140.00 ➝ $180.00Sell ➝ Sell
5/20/2026
HUM
Humana
Downgrade$398.00Neutral
5/20/2026
D
Dominion Energy
Downgrade$70.00Buy ➝ Hold
5/18/2026
VSNT
Versant
Reiterated Rating$36.00 $46.00Buy ➝ Buy
5/13/2026
ERII
Energy Recovery
Reiterated Rating$9.00 $12.00Buy ➝ Buy
5/12/2026
ROCK
Gibraltar Industries
Reiterated Rating$42.00 $55.00Buy ➝ Buy
5/8/2026
AIRJ
AirJoule Technologies
Initiated Coverage$5.00 $7.00Buy
5/6/2026
ASH
Ashland
Upgrade$65.00 $75.00Neutral ➝ Buy
5/6/2026
AMD
Advanced Micro Devices
Upgrade$547.00 $430.00Neutral ➝ Buy
5/5/2026
ESI
Element Solutions
Reiterated Rating$41.00 $49.00Buy ➝ Buy
5/5/2026
IEX
IDEX
Reiterated Rating$220.00 $250.00Buy ➝ Buy
5/4/2026
LRCX
Lam Research
Initiated Coverage$353.00 $300.00Buy
5/4/2026
ACMR
ACM Research
Initiated Coverage$106.00 $75.00Buy
5/4/2026
AMAT
Applied Materials
Initiated Coverage$589.00 $500.00Buy
5/4/2026
MTX
Minerals Technologies
Reiterated Rating$72.00Buy ➝ Buy
5/4/2026
ACMR
ACM Research
Upgrade$106.00Strong-Buy
5/4/2026
TRGP
Targa Resources
Reiterated Rating$273.00Buy ➝ Neutral
5/4/2026
LRCX
Lam Research
Upgrade$353.00Strong-Buy
5/4/2026
AMAT
Applied Materials
Upgrade$589.00Strong-Buy
5/1/2026
IP
International Paper
Upgrade$37.00 $39.00Neutral ➝ Buy
4/30/2026
NUE
Nucor
Reiterated Rating$222.00 $245.00Buy ➝ Buy
4/30/2026
APH
Amphenol
Reiterated Rating$162.00 $215.00Buy ➝ Buy
4/29/2026
PNR
Pentair
Lower Price Target$75.00$130.00 ➝ $125.00Buy ➝ Buy
4/29/2026
WNEB
Western New England Bancorp
Boost Price Target$14.00$15.00 ➝ $16.00Buy ➝ Buy
4/28/2026
DOV
Dover
Boost Price Target$211.00$245.00 ➝ $265.00Buy ➝ Buy
4/28/2026
RS
Reliance
Boost Price Target$376.00$340.00 ➝ $390.00Buy ➝ Buy
4/24/2026
INTC
Intel
Boost Price Target$113.00$65.00 ➝ $90.00Buy ➝ Buy
4/21/2026
LVS
Las Vegas Sands
Lower Price Target$46.00$72.00 ➝ $69.00Buy ➝ Buy
4/20/2026
PPL
PPL
Set Price Target$36.00 $42.00
4/20/2026
STT
State Street
Reiterated Rating$180.00 $170.00Buy ➝ Buy
4/20/2026
EIX
Edison International
Downgrade$75.00Buy ➝ Neutral
4/20/2026
THO
Thor Industries
Initiated Coverage$73.00Neutral
4/20/2026
AEP
American Electric Power
Upgrade$134.00 $145.00Neutral ➝ Buy
4/20/2026
SO
Southern
Downgrade$95.00Buy ➝ Neutral
4/20/2026
ETR
Entergy
Downgrade$114.00Buy ➝ Neutral
4/20/2026
ES
Eversource Energy
Downgrade$74.00Buy ➝ Neutral
4/17/2026
LIN
Linde
Boost Price Target$526.00$525.00 ➝ $575.00Buy ➝ Buy
4/17/2026
KWR
Quaker Houghton
Upgrade$147.00 $175.00Neutral ➝ Buy
4/17/2026
NFLX
Netflix
Boost Price Target$75.00$115.00 ➝ $119.00Buy ➝ Buy
4/16/2026
OKTA
Okta
Downgrade$149.00Neutral
4/16/2026
FOUR
Shift4 Payments
Downgrade$49.00Buy ➝ Neutral
4/16/2026
JBLU
JetBlue Airways
Upgrade$6.00 $8.00Neutral ➝ Buy
4/15/2026
DOO
BRP
DowngradeC$83.00Buy ➝ Hold
4/15/2026
DOO
BRP
Downgrade$59.00Buy ➝ Neutral
4/14/2026
BIRK
Birkenstock
Upgrade$45.00 $52.00Neutral ➝ Buy
4/14/2026
VFC
V.F.
Upgrade$17.00 $24.00Neutral ➝ Buy
4/14/2026
CROX
Crocs
Upgrade$127.00 $135.00Neutral ➝ Buy
4/10/2026
MSGS
Madison Square Garden
Upgrade$387.00 $430.00Neutral ➝ Buy
4/9/2026
DAL
Delta Air Lines
Boost Price Target$89.00$81.00 ➝ $83.00Buy ➝ Buy
4/8/2026
IMAX
IMAX
Boost Price Target$38.00$43.00 ➝ $45.00Buy ➝ Buy
4/8/2026
AVGO
Broadcom
Reiterated Rating$401.00Buy ➝ Neutral
4/7/2026
KBH
KB Home
Reiterated Rating$57.00$65.00 ➝ $43.00Buy ➝ Sell
4/7/2026
TMHC
Taylor Morrison Home
Reiterated Rating$72.00$85.00 ➝ $49.00Buy ➝ Sell
4/7/2026
LEN
Lennar
Reiterated Rating$84.00$140.00 ➝ $74.00Buy ➝ Sell
4/7/2026
PHM
PulteGroup
Reiterated Rating$124.00$155.00 ➝ $100.00Buy ➝ Sell
4/7/2026
MHO
M/I Homes
Reiterated Rating$147.00Buy ➝ Neutral
4/7/2026
TOL
Toll Brothers
Reiterated Rating$148.00Buy ➝ Neutral
4/7/2026
DHI
D.R. Horton
Reiterated Rating$150.00Buy ➝ Neutral
4/7/2026
CEG
Constellation Energy
Lower Price Target$251.00$378.00 ➝ $330.00Buy ➝ Buy
4/7/2026
BLD
TopBuild
Reiterated Rating$355.00Buy ➝ Neutral
4/7/2026
NVR
NVR
Reiterated Rating$6,464.00 $5,664.00Neutral ➝ Sell
4/6/2026
KBH
KB Home
Downgrade$57.00$65.00 ➝ $43.00Buy ➝ Sell
4/6/2026
TMHC
Taylor Morrison Home
Downgrade$72.00$85.00 ➝ $49.00Buy ➝ Sell
4/6/2026
LEN
Lennar
Downgrade$84.00$140.00 ➝ $74.00Buy ➝ Sell
4/6/2026
PHM
PulteGroup
Downgrade$124.00$155.00 ➝ $100.00Buy ➝ Sell
4/6/2026
NVR
NVR
Downgrade$6,464.00 $5,664.00Neutral ➝ Sell
3/31/2026
VSNT
Versant
Initiated Coverage$36.00 $45.00Buy
3/19/2026
CAL
Caleres
Boost Price Target$12.00$14.00 ➝ $16.00Buy ➝ Buy
3/16/2026
QCOM
Qualcomm
Reiterated Rating$191.00 $100.00Neutral ➝ Sell
2/6/2026
CEG
Constellation Energy
Lower Price Target$251.00$407.00 ➝ $378.00Buy ➝ Buy
2/2/2026
NEE
NextEra Energy
Lower Price Target$87.00$56.00 ➝ $55.00Sell ➝ Sell
1/30/2026
NUE
Nucor
Boost Price Target$222.00$170.00 ➝ $185.00Buy ➝ Buy
1/29/2026
LUV
Southwest Airlines
Boost Price Target$49.00$57.00 ➝ $58.00
1/14/2026
LVS
Las Vegas Sands
Lower Price Target$46.00$75.00 ➝ $72.00Buy ➝ Buy
1/9/2026
LUV
Southwest Airlines
Boost Price Target$49.00$46.00 ➝ $52.00Buy ➝ Buy
1/9/2026
DAL
Delta Air Lines
Boost Price Target$89.00$80.00 ➝ $89.00Buy ➝ Buy
1/8/2026
PII
Polaris
Upgrade$66.00Strong-Buy