TD Cowen Stock Recommendations and Price Targets

This is a list of recent ratings by TD Cowen.

DateCompany NameActionCurrent
Price
Price
Target
Rating
2/2/2026
CVX
Chevron
Boost Price Target$177.00$160.00 ➝ $168.00Hold
1/30/2026
CLS
Celestica
Reiterated Rating$281.00Hold ➝ Hold
1/30/2026
BIP
Brookfield Infrastructure Partners
Reiterated Rating$36.00Buy ➝ Buy
1/30/2026
RCI
Rogers Communication
Reiterated Rating$38.00Buy ➝ Buy
1/30/2026
SAP
SAP
Reiterated Rating$201.00Buy ➝ Buy
1/30/2026
V
Visa
Reiterated Rating$322.00Buy ➝ Buy
1/30/2026
CACC
Credit Acceptance
Boost Price Target$498.00$460.00 ➝ $470.00Hold ➝ Hold
1/30/2026
BFH
Bread Financial
Boost Price Target$73.00$85.00 ➝ $88.00Hold ➝ Hold
1/30/2026
VLY
Valley National Bancorp
Boost Price Target$12.00$15.00 ➝ $16.00Buy ➝ Buy
1/30/2026
SBUX
Starbucks
Reiterated Rating$92.00$84.00 ➝ $89.00Hold ➝ Hold
1/30/2026
ALK
Alaska Air Group
Lower Price Target$51.00$64.00 ➝ $63.00Buy ➝ Buy
1/30/2026
ALGM
Allegro MicroSystems
Boost Price Target$37.00$38.00 ➝ $45.00Buy ➝ Buy
1/30/2026
AAL
American Airlines Group
Lower Price Target$13.00$19.00 ➝ $17.00Buy ➝ Buy
1/30/2026
LBRT
Liberty Energy
Boost Price Target$25.00$19.00 ➝ $21.00Hold ➝ Hold
1/30/2026
SNDR
Schneider National
Lower Price Target$27.00$31.00 ➝ $30.00Buy ➝ Buy
1/30/2026
LUV
Southwest Airlines
Boost Price Target$48.00$42.00 ➝ $50.00Hold ➝ Hold
1/30/2026
WDC
Western Digital
Boost Price Target$250.00$200.00 ➝ $325.00Buy ➝ Buy
1/30/2026
WERN
Werner Enterprises
Initiated Coverage$34.00 $31.00Hold
1/30/2026
CMCSA
Comcast
Lower Price Target$30.00$40.00 ➝ $39.00Buy ➝ Buy
1/30/2026
TMO
Thermo Fisher Scientific
Lower Price Target$578.00$696.00 ➝ $683.00Buy ➝ Buy
1/30/2026
AAPL
Apple
Reiterated Rating$259.00 $325.00Buy ➝ Buy
1/30/2026
WM
Waste Management
Boost Price Target$222.00$265.00 ➝ $270.00Buy ➝ Buy
1/30/2026
TSCO
Tractor Supply
Lower Price Target$51.00$55.00 ➝ $53.00Hold ➝ Hold
1/30/2026
NDAQ
Nasdaq
Boost Price Target$97.00$104.00 ➝ $105.00Hold ➝ Hold
1/30/2026
MA
Mastercard
Boost Price Target$539.00$668.00 ➝ $671.00Buy ➝ Buy
1/30/2026
LPLA
LPL Financial
Lower Price Target$364.00$399.00 ➝ $378.00Hold ➝ Hold
1/30/2026
BX
Blackstone
Reiterated Rating$142.00 $183.00Buy ➝ Buy
1/30/2026
LMT
Lockheed Martin
Boost Price Target$634.00$600.00 ➝ $670.00Hold ➝ Hold
1/29/2026
CLMT
Calumet
Reiterated Rating$22.00Hold ➝ Hold
1/29/2026
MRNA
Moderna
Reiterated Rating$44.00Hold ➝ Hold
1/29/2026
PTCT
PTC Therapeutics
Reiterated Rating$76.00Hold ➝ Hold
1/29/2026
JAZZ
Jazz Pharmaceuticals
Reiterated Rating$164.00Buy ➝ Buy
1/29/2026
AXSM
Axsome Therapeutics
Reiterated Rating$184.00Buy ➝ Buy
1/29/2026
ARDX
Ardelyx
Reiterated Rating$8.00Buy ➝ Buy
1/29/2026
PRAX
Praxis Precision Medicines
Reiterated Rating$314.00Buy ➝ Buy
1/29/2026
GERN
Geron
Reiterated Rating$1.00Buy ➝ Buy
1/29/2026
T
AT&T
Reiterated Rating$26.00Hold ➝ Hold
1/29/2026
UMBF
UMB Financial
Reiterated Rating$127.00Buy ➝ Buy
1/29/2026
RNST
Renasant
Reiterated Rating$38.00Buy ➝ Buy
1/29/2026
MSFT
Microsoft
Reiterated Rating$430.00Buy ➝ Buy
1/29/2026
SF
Stifel Financial
Reiterated Rating$123.00Hold ➝ Hold
1/29/2026
NOW
ServiceNow
Lower Price Target$117.00$200.00 ➝ $185.00Buy ➝ Buy
1/29/2026
GILD
Gilead Sciences
Boost Price Target$142.00$125.00 ➝ $145.00Buy ➝ Buy
1/29/2026
LLY
Eli Lilly and Company
Boost Price Target$1,038.00$960.00 ➝ $1,250.00Buy ➝ Buy
1/29/2026
CHRW
C.H. Robinson Worldwide
Boost Price Target$195.00$165.00 ➝ $194.00Hold ➝ Hold
1/29/2026
GEV
GE Vernova
Boost Price Target$726.00$680.00 ➝ $780.00Buy ➝ Buy
1/29/2026
LRCX
Lam Research
Boost Price Target$233.00$170.00 ➝ $290.00Buy ➝ Buy
1/29/2026
TSLA
Tesla
Boost Price Target$430.00$509.00 ➝ $519.00Buy ➝ Buy
1/28/2026
ASML
ASML
Reiterated Rating$1,423.00Buy ➝ Buy
1/28/2026
BA
Boeing
Reiterated Rating$234.00Buy ➝ Buy
1/28/2026
NOC
Northrop Grumman
Reiterated Rating$693.00Hold ➝ Hold
1/28/2026
ROP
Roper Technologies
Reiterated Rating$371.00Buy ➝ Buy
1/28/2026
HCA
HCA Healthcare
Reiterated Rating$488.00Buy ➝ Buy
1/28/2026
RGA
Reinsurance Group of America
Reiterated Rating$203.00Hold ➝ Hold
1/28/2026
PRI
Primerica
Reiterated Rating$263.00Buy ➝ Buy
1/28/2026
LNC
Lincoln National
Reiterated Rating$42.00Hold ➝ Hold
1/28/2026
WSFS
WSFS Financial
Reiterated Rating$65.00Buy ➝ Buy
1/28/2026
IVZ
Invesco
Set Price Target$27.00 $34.50
1/28/2026
GM
General Motors
Reiterated Rating$84.00Buy ➝ Buy
1/28/2026
NXT
Nextpower
Boost Price Target$117.00$88.00 ➝ $105.00Hold ➝ Hold
1/28/2026
QRVO
Qorvo
Lower Price Target$78.00$95.00 ➝ $80.00Hold ➝ Hold
1/28/2026
STX
Seagate Technology
Boost Price Target$408.00$340.00 ➝ $500.00Buy
1/28/2026
TXN
Texas Instruments
Boost Price Target$216.00$225.00 ➝ $240.00Buy ➝ Buy
1/28/2026
UNP
Union Pacific
Lower Price Target$235.00$257.00 ➝ $255.00Buy
1/28/2026
UPS
United Parcel Service
Boost Price Target$106.00$101.00 ➝ $115.00Hold
1/27/2026
RTX
RTX
Reiterated Rating$201.00Buy ➝ Buy
1/27/2026
RBLX
Roblox
Reiterated Rating$66.00Sell ➝ Sell
1/27/2026
ATEC
Alphatec
Reiterated Rating$15.00Buy ➝ Buy
1/27/2026
NET
Cloudflare
Reiterated Rating$177.00Buy ➝ Buy
1/27/2026
CAH
Cardinal Health
Reiterated Rating$215.00Buy ➝ Buy
1/27/2026
OPCH
Option Care Health
Reiterated Rating$34.00Hold ➝ Hold
1/27/2026
BTSG
BrightSpring Health Services
Reiterated Rating$39.00Buy ➝ Buy
1/27/2026
PG
Procter & Gamble
Downgrade$152.00$150.00 ➝ $156.00Buy ➝ Hold
1/27/2026
SKYT
SkyWater Technology
Downgrade$32.00$24.00 ➝ $35.00Buy ➝ Hold
1/27/2026
OFIX
Orthofix Medical
Initiated Coverage$13.00 $14.00Hold
1/27/2026
BKR
Baker Hughes
Boost Price Target$56.00$55.00 ➝ $64.00Buy
1/27/2026
TNDM
Tandem Diabetes Care
Initiated Coverage$20.00 $25.00Buy
1/27/2026
GMED
Globus Medical
Upgrade$91.00Strong-Buy
1/27/2026
ISRG
Intuitive Surgical
Upgrade$504.00Strong-Buy
1/27/2026
KIDS
OrthoPediatrics
Upgrade$17.00Strong-Buy
1/27/2026
SIBN
SiBone
Upgrade$17.00Strong-Buy
1/26/2026
SYK
Stryker
Downgrade$369.00 $387.00Buy ➝ Hold
1/26/2026
PODD
Insulet
Downgrade$256.00 $294.00Buy ➝ Hold
1/26/2026
BBNX
Beta Bionics
Initiated Coverage$14.00 $17.00Hold
1/26/2026
SIBN
SiBone
Initiated Coverage$17.00 $21.00Buy
1/26/2026
KIDS
OrthoPediatrics
Initiated Coverage$17.00 $23.00Buy
1/26/2026
GMED
Globus Medical
Initiated Coverage$91.00 $110.00Buy
1/26/2026
ISRG
Intuitive Surgical
Initiated Coverage$504.00 $660.00Buy
1/26/2026
ZBH
Zimmer Biomet
Upgrade$87.00Hold ➝ Buy
1/26/2026
WBS
Webster Financial
Boost Price Target$66.00$77.00 ➝ $79.00Buy ➝ Buy
1/26/2026
CUBI
Customers Bancorp
Reiterated Rating$79.00Buy ➝ Buy
1/26/2026
XOM
Exxon Mobil
Reiterated Rating$141.00Buy ➝ Buy
1/26/2026
VVV
Valvoline
Reiterated Rating$33.00Buy ➝ Buy
1/26/2026
SKYW
SkyWest
Lower Price Target$97.00$132.00 ➝ $122.00Buy ➝ Buy
1/26/2026
TCBI
Texas Capital Bancshares
Boost Price Target$101.00$103.00 ➝ $110.00Hold ➝ Hold
1/26/2026
SSB
SouthState Bank
Boost Price Target$102.00$115.00 ➝ $120.00Buy ➝ Buy
1/26/2026
NTRS
Northern Trust
Boost Price Target$149.00$165.00 ➝ $175.00Buy ➝ Buy
1/26/2026
FCNCA
First Citizens BancShares
Lower Price Target$2,070.00$2,600.00 ➝ $2,500.00Buy ➝ Buy
1/26/2026
EBC
Eastern Bankshares
Boost Price Target$20.00$23.00 ➝ $24.00Buy ➝ Buy
1/26/2026
EWBC
East West Bancorp
Lower Price Target$114.00$141.00 ➝ $140.00Buy ➝ Buy