Wolfe Research Stock Recommendations and Price Targets

This is a list of recent ratings by Wolfe Research.

DateCompany NameActionCurrent
Price
Price
Target
Rating
3/19/2026
AMZN
Amazon.com
Lower Price Target$205.00$255.00 ➝ $250.00Outperform ➝ Outperform
3/18/2026
NRG
NRG Energy
Upgrade$146.00 $190.00Peer Perform ➝ Outperform
3/17/2026
MA
Mastercard
Reiterated Rating$497.00Outperform ➝ Outperform
3/16/2026
OTIS
Otis Worldwide
Reiterated Rating$79.00Outperform ➝ Outperform
3/16/2026
BMRN
BioMarin Pharmaceutical
Reiterated Rating$54.00Outperform ➝ Outperform
3/13/2026
KLAC
KLA
Reiterated Rating$1,498.00 $1,800.00Outperform ➝ Outperform
3/13/2026
WM
Waste Management
Initiated Coverage$231.00Peer Perform ➝ Peer Perform
3/13/2026
GFL
GFL Environmental
Initiated Coverage$41.00Outperform
3/13/2026
GFL
GFL Environmental
UpgradeC$56.00Strong-Buy
3/13/2026
WCN
Waste Connections
Initiated Coverage$163.00 $199.00Outperform
3/13/2026
RSG
Republic Services
Initiated Coverage$220.00Peer Perform
3/13/2026
WCN
Waste Connections
UpgradeC$223.00Strong-Buy
3/12/2026
INTU
Intuit
Set Price Target$456.00 $550.00Outperform ➝ Outperform
3/12/2026
TEAM
Atlassian
Reiterated Rating$74.00 $100.00Outperform ➝ Outperform
3/12/2026
CELC
Celcuity
Reiterated Rating$106.00 $110.00Outperform ➝ Outperform
3/12/2026
DG
Dollar General
Reiterated Rating$124.00 $165.00Outperform ➝ Outperform
3/11/2026
HWM
Howmet Aerospace
Set Price Target$231.00 $270.00Outperform ➝ Outperform
3/11/2026
VERA
Vera Therapeutics
Upgrade$41.00 $88.00Peer Perform ➝ Outperform
3/10/2026
CSX
CSX
Boost Price Target$38.00$42.00 ➝ $44.00Outperform ➝ Outperform
3/10/2026
AMZN
Amazon.com
Boost Price Target$205.00$250.00 ➝ $255.00Outperform ➝ Outperform
3/9/2026
PTLO
Portillo's
Initiated Coverage$5.00Peer Perform
3/9/2026
SG
Sweetgreen
Initiated Coverage$5.00Peer Perform
3/9/2026
MWH
SOLV Energy
Initiated Coverage$28.00 $35.00Outperform
3/9/2026
APA
APA
Boost Price Target$39.00$39.00 ➝ $45.00
3/9/2026
DVN
Devon Energy
Boost Price Target$49.00$58.00 ➝ $64.00
3/9/2026
BROS
Dutch Bros
Initiated Coverage$50.00 $77.00Outperform
3/9/2026
CAVA
CAVA Group
Initiated Coverage$84.00 $93.00Outperform
3/9/2026
SHAK
Shake Shack
Initiated Coverage$88.00 $118.00Outperform
3/9/2026
SBUX
Starbucks
Initiated Coverage$93.00Strong-Buy ➝ Peer Perform
3/9/2026
EAT
Brinker International
Initiated Coverage$143.00 $184.00Hold ➝ Outperform
3/9/2026
EOG
EOG Resources
Boost Price Target$139.00$140.00 ➝ $152.00
3/9/2026
DG
Dollar General
Boost Price Target$124.00$159.00 ➝ $165.00
3/9/2026
EXPD
Expeditors International of Washington
Upgrade$146.00Strong Sell ➝ Hold
3/9/2026
WING
Wingstop
Initiated Coverage$188.00 $320.00Outperform
3/6/2026
APTV
Aptiv
Upgrade$68.00 $91.00Peer Perform ➝ Outperform
3/5/2026
CIEN
Ciena
Reiterated Rating$384.00 $375.00Outperform ➝ Outperform
3/5/2026
KR
Kroger
Reiterated Rating$73.00 $75.00Outperform ➝ Outperform
3/5/2026
TKO
TKO Group
Reiterated Rating$188.00Outperform ➝ Peer Perform
3/4/2026
EYE
National Vision
Set Price Target$27.00 $35.00
3/3/2026
NCLH
Norwegian Cruise Line
Reiterated Rating$19.00 $25.00Outperform ➝ Outperform
3/2/2026
ASND
Ascendis Pharma A/S
Reiterated Rating$222.00 $260.00Outperform ➝ Outperform
3/2/2026
MTZ
MasTec
Reiterated Rating$301.00 $326.00Outperform ➝ Outperform
3/2/2026
FPS
Forgent Power Solutions
Set Price Target$34.00 $48.00
3/2/2026
FPS
Forgent Power Solutions
Initiated Coverage$34.00 $43.00Outperform
3/2/2026
CVS
CVS Health
Lower Price Target$72.00$100.00 ➝ $97.00Outperform ➝ Outperform
2/27/2026
FAST
Fastenal
Boost Price Target$44.00$42.00 ➝ $43.00Underperform ➝ Underperform
2/27/2026
NATL
NCR Atleos
Downgrade$42.00Strong-Buy ➝ Hold
2/27/2026
CARR
Carrier Global
Boost Price Target$58.00$71.00 ➝ $74.00Outperform ➝ Outperform
2/27/2026
NFLX
Netflix
Boost Price Target$92.00$95.00 ➝ $110.00Outperform ➝ Outperform
2/27/2026
JCI
Johnson Controls International
Boost Price Target$130.00$149.00 ➝ $161.00Outperform ➝ Outperform
2/27/2026
EMR
Emerson Electric
Lower Price Target$128.00$177.00 ➝ $176.00Outperform ➝ Outperform
2/27/2026
MMM
3M
Boost Price Target$141.00$196.00 ➝ $205.00Outperform ➝ Outperform
2/27/2026
ADSK
Autodesk
Boost Price Target$248.00$330.00 ➝ $350.00Outperform ➝ Outperform
2/27/2026
HON
Honeywell International
Upgrade$222.00 $293.00Peer Perform ➝ Outperform
2/27/2026
ITW
Illinois Tool Works
Boost Price Target$258.00$276.00 ➝ $295.00Underperform ➝ Underperform
2/26/2026
RHHBY
Roche
Reiterated Rating$47.00Outperform ➝ Outperform
2/26/2026
AI
C3.ai
Reiterated Rating$8.00 $6.00Underperform ➝ Underperform
2/26/2026
MOS
Mosaic
Lower Price Target$24.00$37.00 ➝ $36.00Outperform ➝ Outperform
2/26/2026
APA
APA
Boost Price Target$39.00$36.00 ➝ $39.00Outperform ➝ Outperform
2/26/2026
FSLR
First Solar
Downgrade$193.00Strong-Buy ➝ Hold
2/25/2026
FIS
Fidelity National Information Services
Lower Price Target$50.00$90.00 ➝ $70.00Outperform ➝ Outperform
2/25/2026
OKE
ONEOK
Downgrade$89.00Outperform ➝ Peer Perform
2/25/2026
EOG
EOG Resources
Boost Price Target$139.00$137.00 ➝ $140.00Outperform ➝ Outperform
2/25/2026
HD
Home Depot
Boost Price Target$321.00$413.00 ➝ $414.00Outperform ➝ Outperform
2/24/2026
LMND
Lemonade
Set Price Target$64.00 $44.00
2/24/2026
CNTA
Centessa Pharmaceuticals
Initiated Coverage$27.00 $40.00Outperform
2/24/2026
NBIX
Neurocrine Biosciences
Initiated Coverage$128.00 $160.00Outperform
2/23/2026
ACAD
ACADIA Pharmaceuticals
Initiated Coverage$21.00 $33.00Outperform
2/23/2026
DFTX
Definium Therapeutics
Initiated Coverage$18.00 $25.00Outperform
2/23/2026
PRAX
Praxis Precision Medicines
Initiated Coverage$298.00 $500.00Outperform
2/23/2026
DNLI
Denali Therapeutics
Initiated Coverage$20.00Peer Perform
2/23/2026
QURE
uniQure
Initiated Coverage$16.00Peer Perform
2/23/2026
STOK
Stoke Therapeutics
Initiated Coverage$34.00 $40.00Outperform
2/23/2026
UCBJF
UCB
Initiated Coverage$276.00Outperform
2/23/2026
XENE
Xenon Pharmaceuticals
Initiated Coverage$55.00 $60.00Outperform
2/23/2026
AXSM
Axsome Therapeutics
Initiated Coverage$157.00 $230.00Outperform
2/23/2026
ALKS
Alkermes
Initiated Coverage$28.00 $45.00Outperform
2/23/2026
PYPL
PayPal
Reiterated Rating$44.00Sell ➝ Sell
2/23/2026
PICS
PICS
Upgrade$12.00Strong-Buy
2/23/2026
DFTX
Definium Therapeutics
Initiated Coverage$18.00 $25.00Outperform
2/23/2026
ACAD
ACADIA Pharmaceuticals
Initiated Coverage$21.00 $33.00Outperform
2/23/2026
CNTA
Centessa Pharmaceuticals
Upgrade$27.00Strong-Buy
2/23/2026
ALKS
Alkermes
Initiated Coverage$28.00 $45.00Outperform
2/23/2026
STOK
Stoke Therapeutics
Initiated Coverage$34.00 $40.00Outperform
2/23/2026
XENE
Xenon Pharmaceuticals
Initiated Coverage$55.00 $60.00Outperform
2/23/2026
NBIX
Neurocrine Biosciences
Upgrade$128.00Strong-Buy
2/23/2026
UCBJY
UCB
Upgrade$141.00Strong-Buy
2/23/2026
AXSM
Axsome Therapeutics
Initiated Coverage$157.00 $230.00Outperform
2/23/2026
PRAX
Praxis Precision Medicines
Initiated Coverage$298.00 $500.00Outperform
2/20/2026
LYV
Live Nation Entertainment
Boost Price Target$149.00$175.00 ➝ $186.00Outperform ➝ Outperform
2/20/2026
PWR
Quanta Services
Boost Price Target$556.00$477.00 ➝ $576.00Outperform ➝ Outperform
2/19/2026
MASI
Masimo
Downgrade$178.00Strong-Buy ➝ Hold
2/18/2026
DVN
Devon Energy
Boost Price Target$49.00$57.00 ➝ $58.00Outperform ➝ Outperform
2/17/2026
CLS
Celestica
Upgrade$269.00Strong-Buy
2/17/2026
CLS
Celestica
UpgradeC$367.00Strong-Buy
2/13/2026
FBIN
Fortune Brands Innovations
Set Price Target$39.00 $64.00
2/13/2026
INSP
Inspire Medical Systems
Downgrade$54.00Outperform ➝ Peer Perform
2/13/2026
AEP
American Electric Power
Upgrade$126.00 $142.00Peer Perform ➝ Outperform
2/13/2026
FBIN
Fortune Brands Innovations
Downgrade$39.00Outperform ➝ Peer Perform
2/13/2026
HAS
Hasbro
Boost Price Target$91.00$90.00 ➝ $124.00Outperform ➝ Outperform