Wolfe Research Stock Recommendations and Price Targets

This is a list of recent ratings by Wolfe Research.

DateCompany NameActionCurrent
Price
Price
Target
Rating
12/19/2025
FDX
FedEx
Boost Price Target$283.00$322.00 ➝ $328.00Outperform ➝ Outperform
12/18/2025
INSM
Insmed
Set Price Target$174.00 $167.00Outperform ➝ Outperform
12/18/2025
BP
BP
Reiterated Rating$34.00 $51.00Outperform ➝ Outperform
12/18/2025
MU
Micron Technology
Boost Price Target$264.00$300.00 ➝ $350.00Outperform ➝ Outperform
12/17/2025
PFE
Pfizer
Set Price Target$25.00 $24.00Underperform ➝ Underperform
12/17/2025
AJG
Arthur J. Gallagher & Co.
Set Price Target$254.00 $289.00Outperform ➝ Outperform
12/17/2025
C
Citigroup
Reiterated Rating$114.00 $121.00Outperform ➝ Outperform
12/16/2025
AZO
AutoZone
Downgrade$3,444.00Outperform ➝ Peer Perform
12/16/2025
ORLY
O'Reilly Automotive
Downgrade$92.00Strong-Buy ➝ Hold
12/15/2025
WMG
Warner Music Group
Reiterated Rating$29.00 $36.00Outperform ➝ Outperform
12/15/2025
TKO
TKO Group
Reiterated Rating$213.00 $227.00Outperform ➝ Outperform
12/15/2025
SPHR
Sphere Entertainment
Reiterated Rating$92.00 $105.00Outperform ➝ Outperform
12/15/2025
PSKY
Paramount Skydance
Reiterated Rating$13.00 $13.00Underperform ➝ Underperform
12/15/2025
GILD
Gilead Sciences
Reiterated Rating$124.00 $150.00Outperform ➝ Outperform
12/15/2025
MSGE
Madison Square Garden Entertainment
Downgrade$52.00Outperform ➝ Peer Perform
12/15/2025
MSFT
Microsoft
Lower Price Target$487.00$675.00 ➝ $625.00Outperform ➝ Outperform
12/15/2025
NFLX
Netflix
Lower Price Target$95.00$139.00 ➝ $121.00Outperform ➝ Outperform
12/15/2025
MSGS
Madison Square Garden
Downgrade$240.00Outperform ➝ Hold
12/15/2025
DDOG
Datadog
Lower Price Target$140.00$240.00 ➝ $185.00Outperform ➝ Outperform
12/15/2025
INTU
Intuit
Lower Price Target$674.00$870.00 ➝ $830.00Outperform ➝ Outperform
12/15/2025
PANW
Palo Alto Networks
Boost Price Target$187.00$225.00 ➝ $250.00Outperform ➝ Outperform
12/15/2025
TMUS
T-Mobile US
Lower Price Target$200.00$290.00 ➝ $253.00Outperform ➝ Outperform
12/15/2025
T
AT&T
Downgrade$24.00Outperform ➝ Peer Perform
12/11/2025
ADBE
Adobe
Lower Price Target$353.00$450.00 ➝ $440.00Outperform ➝ Outperform
12/11/2025
ACN
Accenture
Boost Price Target$274.00$300.00 ➝ $330.00Outperform ➝ Outperform
12/11/2025
CB
Chubb
Boost Price Target$311.00$336.00 ➝ $364.00Outperform ➝ Outperform
12/10/2025
BRKR
Bruker
Upgrade$46.00 $60.00Peer Perform ➝ Outperform
12/10/2025
BRZE
Braze
Upgrade$36.00Overweight
12/10/2025
FIGS
FIGS
Upgrade$12.00Buy
12/10/2025
PUMP
ProPetro
Upgrade$9.00 $13.00Buy
12/10/2025
GEV
GE Vernova
Upgrade$656.00Peer Perform ➝ Buy
12/10/2025
WAT
Waters
Upgrade$375.00 $480.00Peer Perform ➝ Outperform
12/10/2025
PAYX
Paychex
Lower Price Target$112.00$130.00 ➝ $115.00Underperform ➝ Underperform
12/10/2025
AZO
AutoZone
Lower Price Target$3,444.00$4,613.00 ➝ $4,487.00Outperform
12/10/2025
HD
Home Depot
Lower Price Target$349.00$423.00 ➝ $414.00Outperform ➝ Outperform
12/9/2025
AFRM
Affirm
Initiated Coverage$78.00Peer Perform
12/9/2025
WSO
Watsco
Set Price Target$346.00 $349.00
12/9/2025
PNR
Pentair
Reiterated Rating$103.00 $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$318.00 $413.00Peer Perform ➝ Outperform
12/9/2025
DG
Dollar General
Boost Price Target$136.00$139.00 ➝ $141.00Outperform ➝ Outperform
12/8/2025
CFLT
Confluent
Downgrade$30.00Outperform ➝ Hold
12/8/2025
APD
Air Products and Chemicals
Reiterated Rating$242.00 $315.00Outperform ➝ Outperform
12/8/2025
PBF
PBF Energy
Downgrade$26.00 $23.00Peer Perform ➝ Underperform
12/8/2025
COF
Capital One Financial
Initiated Coverage$243.00 $270.00Outperform
12/8/2025
AXP
American Express
Initiated Coverage$376.00Peer Perform
12/8/2025
SYF
Synchrony Financial
Initiated Coverage$84.00 $92.00Outperform
12/8/2025
ODFL
Old Dominion Freight Line
Boost Price Target$155.00$140.00 ➝ $141.00Underperform ➝ Underperform
12/8/2025
CVS
CVS Health
Boost Price Target$78.00$85.00 ➝ $100.00Outperform ➝ Outperform
12/8/2025
FDX
FedEx
Boost Price Target$283.00$298.00 ➝ $322.00Outperform ➝ Outperform
12/5/2025
PSX
Phillips 66
Boost Price Target$130.00$158.00 ➝ $160.00Outperform ➝ Outperform
12/4/2025
CR
Crane
Set Price Target$188.00 $215.00Outperform
12/4/2025
CR
Crane
Initiated Coverage$188.00 $215.00Outperform
12/4/2025
CR
Crane
Upgrade$188.00Strong-Buy
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$1,067.00$1,050.00 ➝ $1,250.00Outperform ➝ Outperform
12/2/2025
CRDO
Credo Technology Group
Set Price Target$146.00 $240.00
12/2/2025
CRCL
Circle Internet Group
Initiated Coverage$85.00 $60.00Underperform
12/2/2025
MU
Micron Technology
Boost Price Target$264.00$200.00 ➝ $300.00Outperform
12/2/2025
CRCL
Circle Internet Group
Upgrade$85.00Strong Sell
12/1/2025
LNT
Alliant Energy
Reiterated Rating$66.00 $76.00Outperform ➝ Outperform
12/1/2025
NEE
NextEra Energy
Boost Price Target$81.00$87.00 ➝ $94.00Outperform ➝ Outperform
11/26/2025
ADSK
Autodesk
Boost Price Target$300.00$370.00 ➝ $390.00Outperform ➝ Outperform
11/25/2025
INSP
Inspire Medical Systems
Upgrade$93.00 $180.00Peer Perform ➝ Outperform
11/24/2025
MS
Morgan Stanley
Upgrade$176.00 $198.00Peer Perform ➝ Outperform
11/24/2025
ARGX
argenex
Reiterated Rating$852.00Outperform ➝ Peer Perform
11/24/2025
HD
Home Depot
Lower Price Target$349.00$497.00 ➝ $423.00Outperform ➝ Outperform
11/24/2025
LOW
Lowe's Companies
Lower Price Target$243.00$308.00 ➝ $285.00Outperform ➝ Outperform
11/21/2025
EMR
Emerson Electric
Boost Price Target$132.00$165.00 ➝ $168.00Outperform ➝ Outperform
11/21/2025
INTU
Intuit
Lower Price Target$674.00$900.00 ➝ $870.00
11/20/2025
EXAS
Exact Sciences
Downgrade$102.00Strong-Buy ➝ Hold
11/20/2025
MRNA
Moderna
Reiterated Rating$32.00 $17.00Underperform ➝ Underperform
11/20/2025
AJG
Arthur J. Gallagher & Co.
Initiated Coverage$254.00 $291.00Outperform
11/20/2025
BRO
Brown & Brown
Initiated Coverage$81.00Peer Perform
11/20/2025
NVDA
NVIDIA
Boost Price Target$180.00$230.00 ➝ $250.00Outperform ➝ Outperform
11/20/2025
HUM
Humana
Lower Price Target$261.00$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$17.00Peer Perform
11/18/2025
SLNO
Soleno Therapeutics
Initiated Coverage$49.00 $75.00Outperform
11/18/2025
SRRK
Scholar Rock
Initiated Coverage$44.00 $42.00Outperform
11/18/2025
RVMD
Revolution Medicines
Initiated Coverage$77.00 $75.00Outperform
11/18/2025
ORIC
Oric Pharmaceuticals
Initiated Coverage$8.00Peer Perform
11/18/2025
JANX
Janux Therapeutics
Initiated Coverage$14.00Peer Perform
11/18/2025
EXEL
Exelixis
Initiated Coverage$43.00Peer Perform
11/18/2025
CORT
Corcept Therapeutics
Initiated Coverage$82.00Peer Perform
11/18/2025
CELC
Celcuity
Initiated Coverage$102.00 $110.00Outperform
11/18/2025
ASND
Ascendis Pharma A/S
Initiated Coverage$201.00 $255.00Peer Perform
11/18/2025
ACLX
Arcellx
Initiated Coverage$65.00Peer Perform
11/17/2025
ASND
Ascendis Pharma A/S
Upgrade$201.00Strong-Buy
11/17/2025
CELC
Celcuity
Upgrade$102.00Strong-Buy
11/17/2025
RVMD
Revolution Medicines
Upgrade$77.00Strong-Buy
11/17/2025
SLNO
Soleno Therapeutics
Upgrade$49.00Strong-Buy
11/17/2025
SRRK
Scholar Rock
Upgrade$44.00Strong-Buy
11/17/2025
DAL
Delta Air Lines
Lower Price Target$71.00$72.00 ➝ $70.00Outperform ➝ Outperform
11/14/2025
SPCE
Virgin Galactic
Reiterated Rating$3.00Peer Perform ➝ Peer Perform
11/14/2025
RXO
RXO
Upgrade$14.00Underperform ➝ Peer Perform
11/14/2025
FDS
FactSet Research Systems
Reiterated Rating$280.00 $290.00Underperform ➝ Underperform