Wolfe Research Stock Recommendations and Price Targets

This is a list of recent ratings by Wolfe Research.

DateCompany NameActionCurrent
Price
Price
Target
Rating
12/4/2025
CR
Crane
Set Price Target$188.00 $215.00Outperform
12/4/2025
CR
Crane
Initiated Coverage$188.00 $215.00Outperform
12/3/2025
GTLB
GitLab
Reiterated Rating$38.00 $50.00Outperform ➝ Outperform
12/3/2025
GTLB
GitLab
Set Price Target$38.00 $42.00
12/3/2025
LLY
Eli Lilly and Company
Boost Price Target$1,012.00$1,050.00 ➝ $1,250.00Outperform ➝ Outperform
12/2/2025
CRDO
Credo Technology Group
Set Price Target$181.00 $240.00
12/2/2025
CRCL
Circle Internet Group
Initiated Coverage$87.00 $60.00Underperform
12/2/2025
MU
Micron Technology
Boost Price Target$227.00$200.00 ➝ $300.00Outperform
12/1/2025
LNT
Alliant Energy
Reiterated Rating$66.00 $76.00Outperform ➝ Outperform
12/1/2025
NEE
NextEra Energy
Boost Price Target$83.00$87.00 ➝ $94.00Outperform ➝ Outperform
11/26/2025
ADSK
Autodesk
Boost Price Target$306.00$370.00 ➝ $390.00Outperform ➝ Outperform
11/25/2025
INSP
Inspire Medical Systems
Upgrade$140.00 $180.00Peer Perform ➝ Outperform
11/24/2025
MS
Morgan Stanley
Upgrade$175.00 $198.00Peer Perform ➝ Outperform
11/24/2025
ARGX
argenex
Reiterated Rating$916.00Outperform ➝ Peer Perform
11/24/2025
HD
Home Depot
Lower Price Target$351.00$497.00 ➝ $423.00Outperform ➝ Outperform
11/24/2025
LOW
Lowe's Companies
Lower Price Target$246.00$308.00 ➝ $285.00Outperform ➝ Outperform
11/21/2025
EMR
Emerson Electric
Boost Price Target$137.00$165.00 ➝ $168.00Outperform ➝ Outperform
11/21/2025
INTU
Intuit
Lower Price Target$663.00$900.00 ➝ $870.00
11/20/2025
EXAS
Exact Sciences
Downgrade$101.00Strong-Buy ➝ Hold
11/20/2025
MRNA
Moderna
Reiterated Rating$25.00 $17.00Underperform ➝ Underperform
11/20/2025
AJG
Arthur J. Gallagher & Co.
Initiated Coverage$246.00 $291.00Outperform
11/20/2025
BRO
Brown & Brown
Initiated Coverage$80.00Peer Perform
11/20/2025
NVDA
NVIDIA
Boost Price Target$183.00$230.00 ➝ $250.00Outperform ➝ Outperform
11/20/2025
HUM
Humana
Lower Price Target$253.00$313.00 ➝ $300.00Outperform ➝ Outperform
11/19/2025
KLAR
Klarna Group
Lower Price Target$33.00$50.00 ➝ $45.00Outperform ➝ Outperform
11/18/2025
TNGX
Tango Therapeutics
Initiated Coverage$10.00Peer Perform
11/18/2025
SMMT
Summit Therapeutics
Initiated Coverage$19.00Peer Perform
11/18/2025
SLNO
Soleno Therapeutics
Initiated Coverage$53.00 $75.00Outperform
11/18/2025
SRRK
Scholar Rock
Initiated Coverage$45.00 $42.00Outperform
11/18/2025
RVMD
Revolution Medicines
Initiated Coverage$78.00 $75.00Outperform
11/18/2025
ORIC
Oric Pharmaceuticals
Initiated Coverage$11.00Peer Perform
11/18/2025
JANX
Janux Therapeutics
Initiated Coverage$16.00Peer Perform
11/18/2025
EXEL
Exelixis
Initiated Coverage$44.00Peer Perform
11/18/2025
CORT
Corcept Therapeutics
Initiated Coverage$85.00Peer Perform
11/18/2025
CELC
Celcuity
Initiated Coverage$106.00 $110.00Outperform
11/18/2025
ASND
Ascendis Pharma A/S
Initiated Coverage$209.00 $255.00Peer Perform
11/18/2025
ACLX
Arcellx
Initiated Coverage$68.00Peer Perform
11/17/2025
ASND
Ascendis Pharma A/S
Upgrade$209.00Strong-Buy
11/17/2025
CELC
Celcuity
Upgrade$106.00Strong-Buy
11/17/2025
RVMD
Revolution Medicines
Upgrade$78.00Strong-Buy
11/17/2025
SLNO
Soleno Therapeutics
Upgrade$53.00Strong-Buy
11/17/2025
SRRK
Scholar Rock
Upgrade$45.00Strong-Buy
11/17/2025
DAL
Delta Air Lines
Lower Price Target$67.00$72.00 ➝ $70.00Outperform ➝ Outperform
11/14/2025
SPCE
Virgin Galactic
Reiterated Rating$4.00Peer Perform ➝ Peer Perform
11/14/2025
RXO
RXO
Upgrade$14.00Underperform ➝ Peer Perform
11/14/2025
FDS
FactSet Research Systems
Reiterated Rating$279.00 $290.00Underperform ➝ Underperform
11/13/2025
JCI
Johnson Controls International
Boost Price Target$114.00$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$83.00$94.00 ➝ $87.00Outperform ➝ Outperform
11/13/2025
FAST
Fastenal
Upgrade$42.00 $43.00Underperform ➝ Peer Perform
11/13/2025
LII
Lennox International
Upgrade$505.00Underperform ➝ Peer Perform
11/13/2025
DOX
Amdocs
Reiterated Rating$76.00Outperform ➝ Peer Perform
11/12/2025
NTLA
Intellia Therapeutics
Reiterated Rating$10.00Outperform ➝ Peer Perform
11/11/2025
PUBM
PubMatic
Reiterated Rating$9.00 $12.00Outperform ➝ Outperform
11/7/2025
KNTK
Kinetik
Reiterated Rating$37.00 $42.00Outperform ➝ Outperform
11/7/2025
MATX
Matson
Upgrade$114.00 $142.00Peer Perform ➝ Outperform
11/7/2025
PODD
Insulet
Boost Price Target$316.00$350.00 ➝ $375.00Outperform ➝ Outperform
11/7/2025
CF
CF Industries
Upgrade$80.00Hold ➝ Strong-Buy
11/7/2025
DDOG
Datadog
Boost Price Target$153.00$175.00 ➝ $240.00Outperform ➝ Outperform
11/6/2025
COP
ConocoPhillips
Reiterated Rating$93.00 $131.00Outperform ➝ Outperform
11/6/2025
ABVX
Abivax
Upgrade$111.00Strong-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$22.00Peer Perform
11/5/2025
ABVX
Abivax
Initiated Coverage$111.00 $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$14.00 $19.00Outperform ➝ Outperform
11/5/2025
LITE
Lumentum
Reiterated Rating$328.00 $240.00Outperform ➝ Outperform
11/5/2025
TOST
Toast
Reiterated Rating$35.00 $48.00Outperform ➝ Outperform
11/5/2025
NTDOY
Nintendo
Downgrade$21.00Peer Perform ➝ Underperform
11/5/2025
SONY
Sony
Upgrade$28.00Peer Perform ➝ Outperform
11/4/2025
CIVI
Civitas Resources
Downgrade$30.00Outperform ➝ Hold
11/4/2025
DD
DuPont de Nemours
Lower Price Target$40.00$87.00 ➝ $39.00Outperform ➝ Outperform
11/4/2025
CTRA
Coterra Energy
Lower Price Target$27.00$36.00 ➝ $35.00Outperform ➝ Outperform
11/3/2025
MSGS
Madison Square Garden
Reiterated Rating$224.00Outperform ➝ Outperform
11/3/2025
Q
Qnity Electronics
Initiated Coverage$83.00 $110.00Outperform
10/31/2025
FSLR
First Solar
Boost Price Target$257.00$232.00 ➝ $247.00
10/30/2025
GOOGL
Alphabet
Reiterated Rating$318.00$290.00 ➝ $350.00Outperform ➝ Outperform
10/30/2025
GOOG
Alphabet
Boost Price Target$318.00$290.00 ➝ $350.00Outperform
10/30/2025
KLAC
KLA
Boost Price Target$1,208.00$1,250.00 ➝ $1,500.00Outperform
10/29/2025
EG
Everest Group
Upgrade$314.00Underperform ➝ Peer Perform
10/29/2025
FISV
Fiserv
Reiterated Rating$66.00Outperform ➝ Peer Perform
10/29/2025
HAS
Hasbro
Boost Price Target$82.00$89.00 ➝ $90.00
10/29/2025
CARR
Carrier Global
Lower Price Target$54.00$76.00 ➝ $75.00Outperform ➝ Outperform
10/28/2025
NVDA
NVIDIA
Set Price Target$183.00 $230.00Outperform ➝ Outperform
10/28/2025
MSFT
Microsoft
Set Price Target$481.00 $675.00Outperform ➝ Outperform
10/28/2025
CFLT
Confluent
Reiterated Rating$23.00 $32.00Outperform ➝ Outperform
10/28/2025
CDNS
Cadence Design Systems
Reiterated Rating$337.00 $385.00Outperform ➝ Outperform
10/28/2025
BMRN
BioMarin Pharmaceutical
Reiterated Rating$54.00Outperform ➝ Outperform
10/28/2025
RNA
Avidity Biosciences
Downgrade$72.00Strong-Buy ➝ Hold
10/27/2025
CTVA
Corteva
Lower Price Target$66.00$80.00 ➝ $79.00Outperform ➝ Outperform
10/24/2025
DD
DuPont de Nemours
Lower Price Target$40.00$37.24 ➝ $36.40Outperform ➝ Outperform
10/23/2025
GILD
Gilead Sciences
Boost Price Target$123.00$135.00 ➝ $140.00Outperform ➝ Outperform
10/23/2025
CB
Chubb
Boost Price Target$294.00$320.00 ➝ $336.00Outperform ➝ Outperform
10/22/2025
FLYW
Flywire
Upgrade$14.00 $16.00Peer Perform ➝ Outperform
10/22/2025
KNTK
Kinetik
Upgrade$37.00 $45.00Peer Perform ➝ Outperform
10/22/2025
PCAR
PACCAR
Upgrade$108.00Underperform ➝ Peer Perform
10/22/2025
ACN
Accenture
Boost Price Target$269.00$285.00 ➝ $300.00Outperform ➝ Outperform
10/22/2025
COF
Capital One Financial
Boost Price Target$230.00$260.00 ➝ $262.00Outperform ➝ Outperform