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
10/8/2026	DAVE Dave	Reiterated Rating	$348.00		Buy ➝ Buy
10/8/2026	SHOP Shopify	Reiterated Rating	$166.00		Buy ➝ Buy
10/8/2026	WY Weyerhaeuser	Set Price Target	$19.00	$30.00
10/8/2026	RYN Rayonier	Reiterated Rating	$18.00	$30.00	Buy ➝ Buy
10/7/2026	BFH Bread Financial	Reiterated Rating	$99.00	$121.00	Buy ➝ Buy
10/7/2026	SPHR Sphere Entertainment	Set Price Target	$110.00	$160.00
10/7/2026	AJG Arthur J. Gallagher & Co.	Upgrade	$228.00		Buy
10/7/2026	SOLS Solstice Advanced Mat	Initiated Coverage	$60.00	$80.00	Buy
10/2/2026	NEE NextEra Energy	Reiterated Rating	$77.00	$55.00 ➝ $56.00	Sell ➝ Sell
10/2/2026	CWEN Clearway Energy	Lower Price Target	$30.00	$41.00 ➝ $40.00	Buy ➝ Buy
9/30/2026	HUBB Hubbell	Reiterated Rating	$482.00	$580.00	Buy ➝ Buy
9/28/2026	JKHY Jack Henry & Associates	Initiated Coverage	$146.00	$193.00	Buy
9/25/2026	SPTX Seaport Therapeutics	Set Price Target	$18.00	$46.00
9/25/2026	DAL Delta Air Lines	Lower Price Target	$82.00	$108.00 ➝ $95.00	Buy ➝ Buy
9/22/2026	SITM SiTime	Initiated Coverage	$656.00		Neutral
9/22/2026	MRVL Marvell Technology	Initiated Coverage	$279.00	$270.00	Buy
9/22/2026	ON onsemi	Initiated Coverage	$81.00	$100.00	Buy
9/22/2026	SMTC Semtech	Initiated Coverage	$194.00	$200.00	Buy
9/22/2026	ON onsemi	Upgrade	$81.00		Strong-Buy
9/22/2026	SMTC Semtech	Upgrade	$194.00		Strong-Buy
9/22/2026	MRVL Marvell Technology	Upgrade	$279.00		Strong-Buy
9/21/2026	LEN Lennar	Lower Price Target	$76.00	$74.00 ➝ $70.00	Sell ➝ Sell
9/17/2026	PAY Paymentus	Initiated Coverage	$31.00	$42.00	Buy
9/17/2026	PAY Paymentus	Initiated Coverage	$31.00	$42.00	Buy
9/16/2026	WEN Wendy's	Initiated Coverage	$6.00		Neutral
9/16/2026	DPZ Domino's Pizza	Initiated Coverage	$304.00		Neutral
9/16/2026	SHAK Shake Shack	Initiated Coverage	$66.00		Neutral
9/16/2026	SBUX Starbucks	Initiated Coverage	$89.00		Neutral
9/16/2026	MCD McDonald's	Initiated Coverage	$235.00		Neutral
9/16/2026	TXRH Texas Roadhouse	Initiated Coverage	$163.00	$195.00	Buy
9/16/2026	YUM Yum! Brands	Initiated Coverage	$142.00	$162.00	Buy
9/16/2026	QSR Restaurant Brands International	Initiated Coverage	$70.00	$88.00	Neutral ➝ Buy
9/16/2026	CAVA CAVA Group	Initiated Coverage	$54.00	$58.00	Buy
9/16/2026	BROS Dutch Bros	Initiated Coverage	$39.00	$50.00	Buy
9/16/2026	CMG Chipotle Mexican Grill	Initiated Coverage	$33.00		Neutral
9/16/2026	EAT Brinker International	Initiated Coverage	$190.00	$230.00	Buy
9/16/2026	DRI Darden Restaurants	Initiated Coverage	$201.00	$240.00	Buy
9/15/2026	BROS Dutch Bros	Initiated Coverage	$39.00	$50.00	Buy
9/15/2026	CAVA CAVA Group	Initiated Coverage	$54.00	$58.00	Buy
9/15/2026	QSR Restaurant Brands International	Initiated Coverage	$70.00	$88.00	Neutral ➝ Buy
9/15/2026	QSR Restaurant Brands International	Upgrade	C$100.00		Strong-Buy
9/15/2026	YUM Yum! Brands	Initiated Coverage	$142.00	$162.00	Buy
9/15/2026	TXRH Texas Roadhouse	Initiated Coverage	$163.00	$195.00	Buy
9/15/2026	DRI Darden Restaurants	Upgrade	$201.00		Strong-Buy
9/15/2026	EAT Brinker International	Upgrade	$190.00		Strong-Buy
9/14/2026	ERII Energy Recovery	Downgrade	$7.00		Buy ➝ Neutral
9/8/2026	ABG Asbury Automotive Group	Upgrade	$166.00	$300.00	Neutral ➝ Buy
9/3/2026	CRC California Resources	Initiated Coverage	$53.00		Neutral
9/3/2026	FANG Diamondback Energy	Initiated Coverage	$190.00		Neutral
9/3/2026	CHRD Chord Energy	Initiated Coverage	$142.00		Neutral
9/3/2026	DVN Devon Energy	Initiated Coverage	$49.00	$65.00	Buy
9/3/2026	COP ConocoPhillips	Initiated Coverage	$134.00		Neutral
9/3/2026	CRGY Crescent Energy	Initiated Coverage	$13.00	$12.00	Sell
9/3/2026	APA APA	Initiated Coverage	$46.00		Neutral
9/3/2026	MGY Magnolia Oil & Gas	Initiated Coverage	$25.00		Neutral
9/3/2026	EOG EOG Resources	Initiated Coverage	$148.00		Neutral
9/3/2026	SM SM Energy	Initiated Coverage	$37.00	$35.00	Underperform ➝ Sell
9/3/2026	PR Permian Resources	Initiated Coverage	$23.00	$29.00	Buy
9/3/2026	OVV Ovintiv	Initiated Coverage	$63.00		Neutral
9/3/2026	MUR Murphy Oil	Initiated Coverage	$39.00		Neutral
9/3/2026	VNOM Viper Energy	Initiated Coverage	$42.00	$45.00	Buy
9/3/2026	MTDR Matador Resources	Initiated Coverage	$54.00		Neutral
9/3/2026	OXY Occidental Petroleum	Initiated Coverage	$60.00	$73.00	Buy
9/2/2026	CRGY Crescent Energy	Initiated Coverage	$13.00	$12.00	Sell
9/2/2026	PR Permian Resources	Initiated Coverage	$23.00	$29.00	Buy
9/2/2026	SM SM Energy	Initiated Coverage	$37.00	$35.00	Underperform ➝ Sell
9/2/2026	VNOM Viper Energy	Initiated Coverage	$42.00	$54.00	Buy
9/2/2026	DVN Devon Energy	Initiated Coverage	$49.00	$65.00	Buy
9/2/2026	OXY Occidental Petroleum	Upgrade	$60.00		Strong-Buy
9/2/2026	OVV Ovintiv	Upgrade	C$90.00		Hold
8/25/2026	SPTX Seaport Therapeutics	Set Price Target	$18.00	$32.00
8/24/2026	FNKO Funko	Initiated Coverage	$6.00	$8.00	Buy
8/20/2026	ETSY Etsy	Upgrade	$74.00		Buy
8/20/2026	ADI Analog Devices	Upgrade	$410.00	$425.00	Neutral ➝ Buy
8/17/2026	CRCL Circle Internet Group	Set Price Target	$80.00	$100.00
8/17/2026	FLYW Flywire	Reiterated Rating	$18.00	$22.00	Buy ➝ Buy
8/17/2026	SHOP Shopify	Reiterated Rating	$166.00	$175.00	Buy ➝ Buy
8/17/2026	AAPL Apple	Downgrade	$339.00		Buy ➝ Neutral
8/17/2026	MDXG MiMedx Group	Downgrade	$5.00		Neutral
8/17/2026	JBLU JetBlue Airways	Downgrade	$4.00		Buy ➝ Neutral
8/14/2026	AMAT Applied Materials	Reiterated Rating	$523.00	$500.00 ➝ $575.00	Buy ➝ Buy
8/14/2026	WWW Wolverine World Wide	Reiterated Rating	$19.00	$30.00	Buy ➝ Buy
8/14/2026	DE Deere & Company	Set Price Target	$646.00	$570.00
8/14/2026	KO CocaCola	Set Price Target	$87.00	$95.00
8/14/2026	WSM Williams-Sonoma	Reiterated Rating	$239.00		Buy ➝ Buy
8/14/2026	MU Micron Technology	Reiterated Rating	$1,074.00		Buy ➝ Buy
8/14/2026	ADIG ADI Global Distribution Inc. Common Stock	Initiated Coverage	$17.00	$35.00	Buy
8/13/2026	SPHR Sphere Entertainment	Reiterated Rating	$110.00	$191.00	Buy ➝ Buy
8/12/2026	IP International Paper	Reiterated Rating	$31.00	$46.00	Buy ➝ Buy
8/12/2026	SW Smurfit Westrock	Reiterated Rating	$41.00	$54.00	Buy ➝ Buy
8/12/2026	MIDD Middleby	Set Price Target	$105.00	$145.00
8/12/2026	CWT California Water Service Group	Reiterated Rating	$46.00	$53.00	Buy ➝ Buy
8/12/2026	HTO H2O America	Reiterated Rating	$58.00	$67.00	Buy ➝ Buy
8/7/2026	LION Lionsgate Studios	Reiterated Rating	$11.00	$17.00	Buy ➝ Buy
8/7/2026	SCL Stepan	Reiterated Rating	$62.00	$85.00	Buy ➝ Buy
8/7/2026	AVNT Avient	Reiterated Rating	$41.00	$54.00	Buy ➝ Buy
8/7/2026	SPCX SpaceX	Downgrade	$164.00		Buy ➝ Neutral
8/7/2026	FOX FOX	Downgrade	$57.00		Buy ➝ Hold
8/7/2026	FOXA FOX	Downgrade	$63.00		Buy ➝ Neutral
8/7/2026	ROKU Roku	Downgrade	$153.00		Buy ➝ Neutral