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
5/22/2026
LION
Lionsgate Studios
Reiterated Rating$15.00 $16.00Buy ➝ Buy
5/21/2026
JBTM
JBT Marel
Set Price Target$132.00 $165.00
5/21/2026
NVDA
NVIDIA
Boost Price Target$215.00$140.00 ➝ $180.00Sell ➝ Sell
5/20/2026
HUM
Humana
Downgrade$308.00Neutral
5/20/2026
D
Dominion Energy
Downgrade$68.00Buy ➝ Hold
5/18/2026
VSNT
Versant
Reiterated Rating$43.00 $46.00Buy ➝ Buy
5/13/2026
ERII
Energy Recovery
Reiterated Rating$9.00 $12.00Buy ➝ Buy
5/12/2026
ROCK
Gibraltar Industries
Reiterated Rating$37.00 $55.00Buy ➝ Buy
5/8/2026
AIRJ
AirJoule Technologies
Initiated Coverage$4.00 $7.00Buy
5/6/2026
ASH
Ashland
Upgrade$57.00 $75.00Neutral ➝ Buy
5/6/2026
AMD
Advanced Micro Devices
Upgrade$468.00 $430.00Neutral ➝ Buy
5/5/2026
ESI
Element Solutions
Reiterated Rating$41.00 $49.00Buy ➝ Buy
5/5/2026
IEX
IDEX
Reiterated Rating$209.00 $250.00Buy ➝ Buy
5/4/2026
LRCX
Lam Research
Initiated Coverage$305.00 $300.00Buy
5/4/2026
ACMR
ACM Research
Initiated Coverage$73.00 $75.00Buy
5/4/2026
AMAT
Applied Materials
Initiated Coverage$432.00 $500.00Buy
5/4/2026
MTX
Minerals Technologies
Reiterated Rating$77.00Buy ➝ Buy
5/4/2026
ACMR
ACM Research
Upgrade$73.00Strong-Buy
5/4/2026
TRGP
Targa Resources
Reiterated Rating$277.00Buy ➝ Neutral
5/4/2026
LRCX
Lam Research
Upgrade$305.00Strong-Buy
5/4/2026
AMAT
Applied Materials
Upgrade$432.00Strong-Buy
5/1/2026
IP
International Paper
Upgrade$31.00 $39.00Neutral ➝ Buy
4/30/2026
NUE
Nucor
Reiterated Rating$232.00 $245.00Buy ➝ Buy
4/30/2026
APH
Amphenol
Reiterated Rating$132.00 $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$13.00$15.00 ➝ $16.00Buy ➝ Buy
4/28/2026
DOV
Dover
Boost Price Target$210.00$245.00 ➝ $265.00Buy ➝ Buy
4/28/2026
RS
Reliance
Boost Price Target$367.00$340.00 ➝ $390.00Buy ➝ Buy
4/24/2026
INTC
Intel
Boost Price Target$120.00$65.00 ➝ $90.00Buy ➝ Buy
4/21/2026
LVS
Las Vegas Sands
Lower Price Target$49.00$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$154.00 $170.00Buy ➝ Buy
4/20/2026
EIX
Edison International
Downgrade$71.00Buy ➝ Neutral
4/20/2026
THO
Thor Industries
Initiated Coverage$77.00Neutral
4/20/2026
AEP
American Electric Power
Upgrade$132.00 $145.00Neutral ➝ Buy
4/20/2026
SO
Southern
Downgrade$95.00Buy ➝ Neutral
4/20/2026
ETR
Entergy
Downgrade$112.00Buy ➝ Neutral
4/20/2026
ES
Eversource Energy
Downgrade$70.00Buy ➝ Neutral
4/17/2026
LIN
Linde
Boost Price Target$518.00$525.00 ➝ $575.00Buy ➝ Buy
4/17/2026
KWR
Quaker Houghton
Upgrade$142.00 $175.00Neutral ➝ Buy
4/17/2026
NFLX
Netflix
Boost Price Target$89.00$115.00 ➝ $119.00Buy ➝ Buy
4/16/2026
OKTA
Okta
Downgrade$92.00Neutral
4/16/2026
FOUR
Shift4 Payments
Downgrade$43.00Buy ➝ Neutral
4/16/2026
JBLU
JetBlue Airways
Upgrade$5.00 $8.00Neutral ➝ Buy
4/15/2026
DOO
BRP
DowngradeC$78.00Buy ➝ Hold
4/15/2026
DOO
BRP
Downgrade$55.00Buy ➝ Neutral
4/14/2026
BIRK
Birkenstock
Upgrade$41.00 $52.00Neutral ➝ Buy
4/14/2026
VFC
V.F.
Upgrade$17.00 $24.00Neutral ➝ Buy
4/14/2026
CROX
Crocs
Upgrade$110.00 $135.00Neutral ➝ Buy
4/10/2026
MSGS
Madison Square Garden
Upgrade$354.00 $430.00Neutral ➝ Buy
4/9/2026
DAL
Delta Air Lines
Boost Price Target$76.00$81.00 ➝ $83.00Buy ➝ Buy
4/8/2026
IMAX
IMAX
Boost Price Target$39.00$43.00 ➝ $45.00Buy ➝ Buy
4/8/2026
AVGO
Broadcom
Reiterated Rating$414.00Buy ➝ Neutral
4/7/2026
KBH
KB Home
Reiterated Rating$49.00$65.00 ➝ $43.00Buy ➝ Sell
4/7/2026
TMHC
Taylor Morrison Home
Reiterated Rating$58.00$85.00 ➝ $49.00Buy ➝ Sell
4/7/2026
LEN
Lennar
Reiterated Rating$89.00$140.00 ➝ $74.00Buy ➝ Sell
4/7/2026
PHM
PulteGroup
Reiterated Rating$116.00$155.00 ➝ $100.00Buy ➝ Sell
4/7/2026
MHO
M/I Homes
Reiterated Rating$130.00Buy ➝ Neutral
4/7/2026
TOL
Toll Brothers
Reiterated Rating$134.00Buy ➝ Neutral
4/7/2026
DHI
D.R. Horton
Reiterated Rating$144.00Buy ➝ Neutral
4/7/2026
CEG
Constellation Energy
Lower Price Target$294.00$378.00 ➝ $330.00Buy ➝ Buy
4/7/2026
BLD
TopBuild
Reiterated Rating$408.00Buy ➝ Neutral
4/7/2026
NVR
NVR
Reiterated Rating$6,042.00 $5,664.00Neutral ➝ Sell
4/6/2026
KBH
KB Home
Downgrade$49.00$65.00 ➝ $43.00Buy ➝ Sell
4/6/2026
TMHC
Taylor Morrison Home
Downgrade$58.00$85.00 ➝ $49.00Buy ➝ Sell
4/6/2026
LEN
Lennar
Downgrade$89.00$140.00 ➝ $74.00Buy ➝ Sell
4/6/2026
PHM
PulteGroup
Downgrade$116.00$155.00 ➝ $100.00Buy ➝ Sell
4/6/2026
NVR
NVR
Downgrade$6,042.00 $5,664.00Neutral ➝ Sell
3/31/2026
VSNT
Versant
Initiated Coverage$43.00 $45.00Buy
3/19/2026
CAL
Caleres
Boost Price Target$14.00$14.00 ➝ $16.00Buy ➝ Buy
3/16/2026
QCOM
Qualcomm
Reiterated Rating$238.00 $100.00Neutral ➝ Sell
2/6/2026
CEG
Constellation Energy
Lower Price Target$294.00$407.00 ➝ $378.00Buy ➝ Buy
2/2/2026
NEE
NextEra Energy
Lower Price Target$89.00$56.00 ➝ $55.00Sell ➝ Sell
1/30/2026
NUE
Nucor
Boost Price Target$232.00$170.00 ➝ $185.00Buy ➝ Buy
1/29/2026
LUV
Southwest Airlines
Boost Price Target$41.00$57.00 ➝ $58.00
1/14/2026
LVS
Las Vegas Sands
Lower Price Target$49.00$75.00 ➝ $72.00Buy ➝ Buy
1/9/2026
LUV
Southwest Airlines
Boost Price Target$41.00$46.00 ➝ $52.00Buy ➝ Buy
1/9/2026
DAL
Delta Air Lines
Boost Price Target$76.00$80.00 ➝ $89.00Buy ➝ Buy
1/8/2026
PII
Polaris
Upgrade$68.00Strong-Buy
1/8/2026
SPHR
Sphere Entertainment
Upgrade$129.00Hold ➝ Strong-Buy
12/22/2025
MCFT
Mastercraft Boat
Upgrade$23.00Hold
12/15/2025
SPHR
Sphere Entertainment
Downgrade$129.00Strong-Buy ➝ Hold
12/14/2025
AMCX
AMC Networks
Downgrade$9.00Strong-Buy ➝ Hold
12/8/2025
BC
Brunswick
Upgrade$81.00Strong-Buy
12/1/2025
LVS
Las Vegas Sands
Boost Price Target$49.00$66.00 ➝ $75.00Buy ➝ Buy
11/17/2025
NVDA
NVIDIA
Boost Price Target$215.00$100.00 ➝ $140.00Sell ➝ Sell
11/14/2025
STGW
Stagwell
Upgrade$7.00Strong-Buy
11/10/2025
MAT
Mattel
Upgrade$15.00Hold
11/10/2025
TOY
Spin Master
UpgradeC$19.00Strong-Buy
11/10/2025
HAS
Hasbro
Upgrade$88.00Strong-Buy
11/9/2025
ARRY
Array Technologies
Upgrade$8.00Hold ➝ Strong-Buy
11/4/2025
FSLR
First Solar
Boost Price Target$258.00$217.00 ➝ $305.00Buy ➝ Buy
10/29/2025
FISV
Fiserv
Downgrade$57.00Strong-Buy ➝ Hold
10/29/2025
BKNG
Booking
Boost Price Target$161.00$241.20 ➝ $250.40Buy ➝ Buy
10/29/2025
NVDA
NVIDIA
Reiterated Rating$215.00Sell
10/27/2025
BOOT
Boot Barn
Downgrade$154.00Strong-Buy ➝ Hold
10/15/2025
TKO
TKO Group
Upgrade$191.00Hold ➝ Strong-Buy
10/6/2025
BAC
Bank of America
Boost Price Target$52.00$59.00 ➝ $66.00Buy ➝ Buy
10/6/2025
NFLX
Netflix
Upgrade$89.00Hold ➝ Strong-Buy
10/3/2025
WBD
Warner Bros. Discovery
Boost Price Target$27.00$15.00 ➝ $24.00Buy ➝ Buy