Wolfe Research Stock Recommendations and Price Targets

This is a list of recent ratings by Wolfe Research.

DateCompany NameActionCurrent
Price
Price
Target
Rating
12/11/2025
ADBE
Adobe
Lower Price Target$356.00$450.00 ➝ $440.00Outperform ➝ Outperform
12/11/2025
ACN
Accenture
Boost Price Target$272.00$300.00 ➝ $330.00Outperform ➝ Outperform
12/11/2025
CB
Chubb
Boost Price Target$308.00$336.00 ➝ $364.00Outperform ➝ Outperform
12/10/2025
BRKR
Bruker
Upgrade$45.00 $60.00Peer Perform ➝ Outperform
12/10/2025
BRZE
Braze
Upgrade$33.00Overweight
12/10/2025
FIGS
FIGS
Upgrade$12.00Buy
12/10/2025
PUMP
ProPetro
Upgrade$10.00 $13.00Buy
12/10/2025
GEV
GE Vernova
Upgrade$672.00Peer Perform ➝ Buy
12/10/2025
WAT
Waters
Upgrade$385.00 $480.00Peer Perform ➝ Outperform
12/10/2025
PAYX
Paychex
Lower Price Target$115.00$130.00 ➝ $115.00Underperform ➝ Underperform
12/10/2025
AZO
AutoZone
Lower Price Target$3,440.00$4,613.00 ➝ $4,487.00Outperform
12/10/2025
HD
Home Depot
Lower Price Target$360.00$423.00 ➝ $414.00Outperform ➝ Outperform
12/9/2025
AFRM
Affirm
Initiated Coverage$67.00Peer Perform
12/9/2025
WSO
Watsco
Set Price Target$354.00 $349.00
12/9/2025
PNR
Pentair
Reiterated Rating$106.00 $135.00Outperform ➝ Outperform
12/9/2025
CARR
Carrier Global
Set Price Target$53.00 $74.00
12/9/2025
VRT
Vertiv
Downgrade$161.00Outperform ➝ Peer Perform
12/9/2025
ETN
Eaton
Upgrade$332.00 $413.00Peer Perform ➝ Outperform
12/9/2025
DG
Dollar General
Boost Price Target$133.00$139.00 ➝ $141.00Outperform ➝ Outperform
12/8/2025
CFLT
Confluent
Downgrade$30.00Outperform ➝ Hold
12/8/2025
APD
Air Products and Chemicals
Reiterated Rating$243.00 $315.00Outperform ➝ Outperform
12/8/2025
PBF
PBF Energy
Downgrade$30.00 $23.00Peer Perform ➝ Underperform
12/8/2025
COF
Capital One Financial
Initiated Coverage$238.00 $270.00Outperform
12/8/2025
AXP
American Express
Initiated Coverage$382.00Peer Perform
12/8/2025
SYF
Synchrony Financial
Initiated Coverage$84.00 $92.00Outperform
12/8/2025
ODFL
Old Dominion Freight Line
Boost Price Target$159.00$140.00 ➝ $141.00Underperform ➝ Underperform
12/8/2025
CVS
CVS Health
Boost Price Target$79.00$85.00 ➝ $100.00Outperform ➝ Outperform
12/8/2025
FDX
FedEx
Boost Price Target$285.00$298.00 ➝ $322.00Outperform ➝ Outperform
12/5/2025
PSX
Phillips 66
Boost Price Target$141.00$158.00 ➝ $160.00Outperform ➝ Outperform
12/4/2025
CR
Crane
Set Price Target$191.00 $215.00Outperform
12/4/2025
CR
Crane
Initiated Coverage$191.00 $215.00Outperform
12/4/2025
CR
Crane
Upgrade$191.00Strong-Buy
12/3/2025
GTLB
GitLab
Reiterated Rating$40.00 $50.00Outperform ➝ Outperform
12/3/2025
GTLB
GitLab
Set Price Target$40.00 $42.00
12/3/2025
LLY
Eli Lilly and Company
Boost Price Target$1,028.00$1,050.00 ➝ $1,250.00Outperform ➝ Outperform
12/2/2025
CRDO
Credo Technology Group
Set Price Target$144.00 $240.00
12/2/2025
CRCL
Circle Internet Group
Initiated Coverage$83.00 $60.00Underperform
12/2/2025
MU
Micron Technology
Boost Price Target$241.00$200.00 ➝ $300.00Outperform
12/2/2025
CRCL
Circle Internet Group
Upgrade$83.00Strong Sell
12/1/2025
LNT
Alliant Energy
Reiterated Rating$65.00 $76.00Outperform ➝ Outperform
12/1/2025
NEE
NextEra Energy
Boost Price Target$82.00$87.00 ➝ $94.00Outperform ➝ Outperform
11/26/2025
ADSK
Autodesk
Boost Price Target$298.00$370.00 ➝ $390.00Outperform ➝ Outperform
11/25/2025
INSP
Inspire Medical Systems
Upgrade$131.00 $180.00Peer Perform ➝ Outperform
11/24/2025
MS
Morgan Stanley
Upgrade$179.00 $198.00Peer Perform ➝ Outperform
11/24/2025
HD
Home Depot
Lower Price Target$360.00$497.00 ➝ $423.00Outperform ➝ Outperform
11/24/2025
LOW
Lowe's Companies
Lower Price Target$247.00$308.00 ➝ $285.00Outperform ➝ Outperform
11/24/2025
ARGX
argenex
Reiterated Rating$878.00Outperform ➝ Peer Perform
11/21/2025
EMR
Emerson Electric
Boost Price Target$137.00$165.00 ➝ $168.00Outperform ➝ Outperform
11/21/2025
INTU
Intuit
Lower Price Target$671.00$900.00 ➝ $870.00
11/20/2025
EXAS
Exact Sciences
Downgrade$102.00Strong-Buy ➝ Hold
11/20/2025
MRNA
Moderna
Reiterated Rating$29.00 $17.00Underperform ➝ Underperform
11/20/2025
AJG
Arthur J. Gallagher & Co.
Initiated Coverage$255.00 $291.00Outperform
11/20/2025
BRO
Brown & Brown
Initiated Coverage$82.00Peer Perform
11/20/2025
NVDA
NVIDIA
Boost Price Target$175.00$230.00 ➝ $250.00Outperform ➝ Outperform
11/20/2025
HUM
Humana
Lower Price Target$268.00$313.00 ➝ $300.00Outperform ➝ Outperform
11/19/2025
KLAR
Klarna Group
Lower Price Target$31.00$50.00 ➝ $45.00Outperform ➝ Outperform
11/18/2025
TNGX
Tango Therapeutics
Initiated Coverage$9.00Peer Perform
11/18/2025
SMMT
Summit Therapeutics
Initiated Coverage$18.00Peer Perform
11/18/2025
SLNO
Soleno Therapeutics
Initiated Coverage$52.00 $75.00Outperform
11/18/2025
SRRK
Scholar Rock
Initiated Coverage$47.00 $42.00Outperform
11/18/2025
RVMD
Revolution Medicines
Initiated Coverage$79.00 $75.00Outperform
11/18/2025
ORIC
Oric Pharmaceuticals
Initiated Coverage$9.00Peer Perform
11/18/2025
JANX
Janux Therapeutics
Initiated Coverage$15.00Peer Perform
11/18/2025
EXEL
Exelixis
Initiated Coverage$41.00Peer Perform
11/18/2025
CORT
Corcept Therapeutics
Initiated Coverage$88.00Peer Perform
11/18/2025
CELC
Celcuity
Initiated Coverage$105.00 $110.00Outperform
11/18/2025
ASND
Ascendis Pharma A/S
Initiated Coverage$220.00 $255.00Peer Perform
11/18/2025
ACLX
Arcellx
Initiated Coverage$72.00Peer Perform
11/17/2025
ASND
Ascendis Pharma A/S
Upgrade$220.00Strong-Buy
11/17/2025
CELC
Celcuity
Upgrade$105.00Strong-Buy
11/17/2025
RVMD
Revolution Medicines
Upgrade$79.00Strong-Buy
11/17/2025
SLNO
Soleno Therapeutics
Upgrade$52.00Strong-Buy
11/17/2025
SRRK
Scholar Rock
Upgrade$47.00Strong-Buy
11/17/2025
DAL
Delta Air Lines
Lower Price Target$70.00$72.00 ➝ $70.00Outperform ➝ Outperform
11/14/2025
SPCE
Virgin Galactic
Reiterated Rating$3.00Peer Perform ➝ Peer Perform
11/14/2025
RXO
RXO
Upgrade$15.00Underperform ➝ Peer Perform
11/14/2025
FDS
FactSet Research Systems
Reiterated Rating$292.00 $290.00Underperform ➝ Underperform
11/13/2025
JCI
Johnson Controls International
Boost Price Target$115.00$135.00 ➝ $138.00Outperform ➝ Outperform
11/13/2025
MMM
3M
Boost Price Target$169.00$187.00 ➝ $197.00Outperform ➝ Outperform
11/13/2025
NEE
NextEra Energy
Lower Price Target$82.00$94.00 ➝ $87.00Outperform ➝ Outperform
11/13/2025
FAST
Fastenal
Upgrade$42.00 $43.00Underperform ➝ Peer Perform
11/13/2025
LII
Lennox International
Upgrade$506.00Underperform ➝ Peer Perform
11/13/2025
DOX
Amdocs
Reiterated Rating$79.00Outperform ➝ Peer Perform
11/12/2025
NTLA
Intellia Therapeutics
Reiterated Rating$9.00Outperform ➝ Peer Perform
11/11/2025
PUBM
PubMatic
Reiterated Rating$9.00 $12.00Outperform ➝ Outperform
11/7/2025
KNTK
Kinetik
Reiterated Rating$36.00 $42.00Outperform ➝ Outperform
11/7/2025
MATX
Matson
Upgrade$119.00 $142.00Peer Perform ➝ Outperform
11/7/2025
PODD
Insulet
Boost Price Target$296.00$350.00 ➝ $375.00Outperform ➝ Outperform
11/7/2025
CF
CF Industries
Upgrade$79.00Hold ➝ Strong-Buy
11/7/2025
DDOG
Datadog
Boost Price Target$146.00$175.00 ➝ $240.00Outperform ➝ Outperform
11/6/2025
COP
ConocoPhillips
Reiterated Rating$96.00 $131.00Outperform ➝ Outperform
11/6/2025
ABVX
Abivax
Upgrade$126.00Strong-Buy
11/6/2025
IVA
Inventiva
Upgrade$4.00Strong-Buy
11/6/2025
CTVA
Corteva
Boost Price Target$66.00$79.00 ➝ $80.00Outperform ➝ Outperform
11/6/2025
APLS
Apellis Pharmaceuticals
Initiated Coverage$25.00Peer Perform
11/5/2025
ABVX
Abivax
Initiated Coverage$126.00 $176.00Outperform
11/5/2025
IVA
Inventiva
Initiated Coverage$4.00 $13.00Outperform
11/5/2025
IVA
Inventiva
Initiated Coverage$4.00 $13.00Outperform
11/5/2025
FLYW
Flywire
Reiterated Rating$15.00 $19.00Outperform ➝ Outperform
11/5/2025
LITE
Lumentum
Reiterated Rating$324.00 $240.00Outperform ➝ Outperform