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
4/21/2026	LVS Las Vegas Sands	Lower Price Target	$58.00	$72.00 ➝ $69.00	Buy ➝ Buy
4/20/2026	PPL PPL	Set Price Target	$38.00	$42.00
4/20/2026	STT State Street	Reiterated Rating	$154.00	$170.00	Buy ➝ Buy
4/20/2026	EIX Edison International	Downgrade	$70.00		Buy ➝ Neutral
4/20/2026	THO Thor Industries	Initiated Coverage	$81.00		Neutral
4/20/2026	AEP American Electric Power	Upgrade	$132.00	$145.00	Neutral ➝ Buy
4/20/2026	SO Southern	Downgrade	$92.00		Buy ➝ Neutral
4/20/2026	ETR Entergy	Downgrade	$111.00		Buy ➝ Neutral
4/20/2026	ES Eversource Energy	Downgrade	$67.00		Buy ➝ Neutral
4/17/2026	LIN Linde	Boost Price Target	$495.00	$525.00 ➝ $575.00	Buy ➝ Buy
4/17/2026	KWR Quaker Houghton	Upgrade	$143.00	$175.00	Neutral ➝ Buy
4/17/2026	NFLX Netflix	Boost Price Target	$93.00	$115.00 ➝ $119.00	Buy ➝ Buy
4/16/2026	OKTA Okta	Downgrade	$78.00		Neutral
4/16/2026	FOUR Shift4 Payments	Downgrade	$48.00		Buy ➝ Neutral
4/16/2026	JBLU JetBlue Airways	Upgrade	$5.00	$8.00	Neutral ➝ Buy
4/15/2026	DOO BRP	Downgrade	$60.00		Buy ➝ Neutral
4/15/2026	DOO BRP	Downgrade	C$81.00		Buy ➝ Hold
4/14/2026	BIRK Birkenstock	Upgrade	$42.00	$52.00	Neutral ➝ Buy
4/14/2026	VFC V.F.	Upgrade	$21.00	$24.00	Neutral ➝ Buy
4/14/2026	CROX Crocs	Upgrade	$107.00	$135.00	Neutral ➝ Buy
4/10/2026	MSGS Madison Square Garden	Upgrade	$334.00	$430.00	Neutral ➝ Buy
4/9/2026	DAL Delta Air Lines	Boost Price Target	$70.00	$81.00 ➝ $83.00	Buy ➝ Buy
4/8/2026	AVGO Broadcom	Reiterated Rating	$402.00		Buy ➝ Neutral
4/8/2026	IMAX IMAX	Boost Price Target	$36.00	$43.00 ➝ $45.00	Buy ➝ Buy
4/7/2026	BLD TopBuild	Reiterated Rating	$470.00		Buy ➝ Neutral
4/7/2026	KBH KB Home	Reiterated Rating	$56.00	$65.00 ➝ $43.00	Buy ➝ Sell
4/7/2026	TMHC Taylor Morrison Home	Reiterated Rating	$62.00	$85.00 ➝ $49.00	Buy ➝ Sell
4/7/2026	MHO M/I Homes	Reiterated Rating	$129.00		Buy ➝ Neutral
4/7/2026	TOL Toll Brothers	Reiterated Rating	$148.00		Buy ➝ Neutral
4/7/2026	LEN Lennar	Reiterated Rating	$95.00	$140.00 ➝ $74.00	Buy ➝ Sell
4/7/2026	DHI D.R. Horton	Reiterated Rating	$162.00		Buy ➝ Neutral
4/7/2026	PHM PulteGroup	Reiterated Rating	$129.00	$155.00 ➝ $100.00	Buy ➝ Sell
4/7/2026	NVR NVR	Reiterated Rating	$6,944.00	$5,664.00	Neutral ➝ Sell
4/7/2026	CEG Constellation Energy	Lower Price Target	$278.00	$378.00 ➝ $330.00	Buy ➝ Buy
4/6/2026	KBH KB Home	Downgrade	$56.00	$65.00 ➝ $43.00	Buy ➝ Sell
4/6/2026	LEN Lennar	Downgrade	$95.00	$140.00 ➝ $74.00	Buy ➝ Sell
4/6/2026	NVR NVR	Downgrade	$6,944.00	$5,664.00	Neutral ➝ Sell
4/6/2026	PHM PulteGroup	Downgrade	$129.00	$155.00 ➝ $100.00	Buy ➝ Sell
4/6/2026	TMHC Taylor Morrison Home	Downgrade	$62.00	$85.00 ➝ $49.00	Buy ➝ Sell
3/31/2026	VSNT Versant	Initiated Coverage	$40.00	$45.00	Buy
3/19/2026	CAL Caleres	Boost Price Target	$14.00	$14.00 ➝ $16.00	Buy ➝ Buy
3/16/2026	QCOM Qualcomm	Reiterated Rating	$136.00	$100.00	Neutral ➝ Sell
2/6/2026	CEG Constellation Energy	Lower Price Target	$278.00	$407.00 ➝ $378.00	Buy ➝ Buy
2/2/2026	NEE NextEra Energy	Lower Price Target	$91.00	$56.00 ➝ $55.00	Sell ➝ Sell
1/30/2026	NUE Nucor	Boost Price Target	$208.00	$170.00 ➝ $185.00	Buy ➝ 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	$58.00	$75.00 ➝ $72.00	Buy ➝ Buy
1/9/2026	DAL Delta Air Lines	Boost Price Target	$70.00	$80.00 ➝ $89.00	Buy ➝ Buy
1/9/2026	LUV Southwest Airlines	Boost Price Target	$41.00	$46.00 ➝ $52.00	Buy ➝ Buy
1/8/2026	PII Polaris	Upgrade	$61.00		Strong-Buy
1/8/2026	SPHR Sphere Entertainment	Upgrade	$127.00		Hold ➝ Strong-Buy
12/22/2025	MCFT Mastercraft Boat	Upgrade	$24.00		Hold
12/15/2025	SPHR Sphere Entertainment	Downgrade	$127.00		Strong-Buy ➝ Hold
12/14/2025	AMCX AMC Networks	Downgrade	$9.00		Strong-Buy ➝ Hold
12/8/2025	BC Brunswick	Upgrade	$84.00		Strong-Buy
12/1/2025	LVS Las Vegas Sands	Boost Price Target	$58.00	$66.00 ➝ $75.00	Buy ➝ Buy
11/17/2025	NVDA NVIDIA	Boost Price Target	$200.00	$100.00 ➝ $140.00	Sell ➝ Sell
11/14/2025	STGW Stagwell	Upgrade	$7.00		Strong-Buy
11/10/2025	HAS Hasbro	Upgrade	$91.00		Strong-Buy
11/10/2025	MAT Mattel	Upgrade	$15.00		Hold
11/10/2025	TOY Spin Master	Upgrade	C$19.00		Strong-Buy
11/9/2025	ARRY Array Technologies	Upgrade	$8.00		Hold ➝ Strong-Buy
11/4/2025	FSLR First Solar	Boost Price Target	$187.00	$217.00 ➝ $305.00	Buy ➝ Buy
10/29/2025	BKNG Booking	Boost Price Target	$191.00	$241.20 ➝ $250.40	Buy ➝ Buy
10/29/2025	NVDA NVIDIA	Reiterated Rating	$200.00		Sell
10/29/2025	FISV Fiserv	Downgrade	$63.00		Strong-Buy ➝ Hold
10/27/2025	BOOT Boot Barn	Downgrade	$166.00		Strong-Buy ➝ Hold
10/15/2025	TKO TKO Group	Upgrade	$184.00		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	$93.00		Hold ➝ Strong-Buy
10/3/2025	WBD Warner Bros. Discovery	Boost Price Target	$27.00	$15.00 ➝ $24.00	Buy ➝ Buy
10/1/2025	EFX Equifax	Upgrade	$193.00		Hold
10/1/2025	FICO Fair Isaac	Upgrade	$1,037.00		Strong-Buy
10/1/2025	MCO Moody's	Upgrade	$461.00		Strong-Buy
10/1/2025	MSCI MSCI	Upgrade	$597.00		Strong-Buy
10/1/2025	SPGI S&P Global	Upgrade	$445.00		Strong-Buy
10/1/2025	TRU TransUnion	Upgrade	$77.00		Hold
10/1/2025	VRSK Verisk Analytics	Upgrade	$182.00		Strong-Buy
10/1/2025	AAPL Apple	Upgrade	$266.00		Strong-Buy
10/1/2025	NTGR NETGEAR	Upgrade	$27.00		Strong-Buy
9/28/2025	KMX CarMax	Downgrade	$39.00		Strong-Buy ➝ Hold
9/25/2025	ULCC Frontier Group	Upgrade	$4.00		Hold
9/24/2025	INTC Intel	Upgrade	$66.00		Strong Sell ➝ Hold
9/15/2025	CRWV CoreWeave	Upgrade	$115.00		Hold
9/15/2025	NBIS Nebius Group	Upgrade	$157.00		Hold
9/11/2025	DAL Delta Air Lines	Boost Price Target	$70.00	$69.00 ➝ $80.00	Buy ➝ Buy
9/10/2025	CHWY Chewy	Upgrade	$28.00		Hold ➝ Strong-Buy
9/8/2025	TKO TKO Group	Downgrade	$184.00		Strong-Buy ➝ Hold
8/26/2025	SCVL Shoe Carnival	Downgrade	$19.00		Strong-Buy ➝ Hold
8/11/2025	ARM ARM	Upgrade	$175.00		Strong-Buy
8/11/2025	SERV Serve Robotics	Downgrade	$10.00		Strong-Buy ➝ Hold
8/8/2025	PSKY Paramount Skydance	Upgrade	$12.00		Strong Sell ➝ Hold
7/30/2025	GTLS Chart Industries	Downgrade	$208.00		Strong-Buy ➝ Hold
7/29/2025	BKR Baker Hughes	Downgrade	$60.00		Strong-Buy ➝ Hold
7/25/2025	NEXT NextDecade	Upgrade	$8.00		Strong-Buy
7/22/2025	FLNC Fluence Energy	Downgrade	$13.00		Strong-Buy ➝ Hold
7/21/2025	MGM MGM Resorts International	Downgrade	$39.00		Strong-Buy ➝ Hold
7/10/2025	GEV GE Vernova	Upgrade	$991.00		Strong-Buy
7/6/2025	NFLX Netflix	Downgrade	$93.00		Strong-Buy ➝ Hold
6/30/2025	CHYM Chime Financial	Upgrade	$23.00		Strong-Buy