Wolfe Research Stock Recommendations and Price Targets

This is a list of recent ratings by Wolfe Research.

DateCompany NameActionCurrent
Price
Price
Target
RatingImpact on
Share Price
10/22/2021
KNBE
KnowBe4
Initiated Coverage$23.00 $35.00OutperformHigh
10/22/2021
SCHW
The Charles Schwab
Lower Price Target$83.00$94.00 ➝ $90.00OutperformLow
10/20/2021
WLTW
Willis Towers Watson Public
Downgrade$245.00$283.00 ➝ $244.00Outperform ➝ Peer PerformHigh
10/20/2021
KSU
Kansas City Southern
Downgrade$302.00Outperform ➝ Peer PerformHigh
10/20/2021
NFLX
Netflix
Boost Price Target$672.00$625.00 ➝ $706.00OutperformHigh
10/19/2021
EPD
Enterprise Products Partners
Downgrade$25.00 $24.00Outperform ➝ Peer PerformLow
10/19/2021
WMB
The Williams Companies
Downgrade$29.00 $29.00Outperform ➝ Peer PerformLow
10/19/2021
FTS
Fortis
Downgrade$45.00Peer Perform ➝ UnderperformMedium
10/19/2021
FTS
Fortis
DowngradeC$55.00SellN/A
10/19/2021
WEC
WEC Energy Group
Upgrade$90.00Underperform ➝ Peer PerformMedium
10/18/2021
STER
Sterling Check
Initiated Coverage$25.00 $29.00Peer PerformHigh
10/18/2021
DOW
DOW
Downgrade$59.00 $55.00Peer Perform ➝ UnderperformN/A
10/18/2021
PSA
Public Storage
Upgrade$329.00Peer Perform ➝ OutperformMedium
10/13/2021
DAL
Delta Air Lines
Downgrade$40.00 $43.00Outperform ➝ Market PerformHigh
10/13/2021
BAC
Bank of America
Downgrade$48.00 $44.00Outperform ➝ Market PerformLow
10/13/2021
CONE
CyrusOne
Initiated Coverage$82.00 $80.00Peer PerformLow
10/13/2021
CCI
Crown Castle International
Initiated Coverage$178.00 $162.00UnderperformMedium
10/12/2021
AMP
Ameriprise Financial
Initiated Coverage$298.00 $328.00OutperformHigh
10/11/2021
TWKS
Turing
Initiated Coverage$29.00 $32.00OutperformHigh
10/7/2021
BAC
Bank of America
Downgrade$48.00Outperform ➝ Peer PerformLow
10/7/2021
STT
State Street
Upgrade$99.00Peer Perform ➝ OutperformHigh
10/7/2021
NTRS
Northern Trust
Upgrade$123.00Underperform ➝ Peer PerformMedium
10/6/2021
ACDVF
Air Canada
Downgrade$19.00Outperform ➝ Market PerformLow
10/6/2021
HA
Hawaiian
Downgrade$20.00Outperform ➝ Peer PerformHigh
10/6/2021
AC
Air Canada
DowngradeC$23.00HoldN/A
10/6/2021
DAL
Delta Air Lines
Downgrade$40.00Outperform ➝ Peer PerformLow
10/6/2021
ALGT
Allegiant Travel
Downgrade$184.00Outperform ➝ Peer PerformHigh
10/5/2021
TFC
Truist Financial
Downgrade$65.00$71.00 ➝ $64.00Outperform ➝ UnderperformLow
10/5/2021
PCAR
PACCAR
Upgrade$87.00 $96.00Peer Perform ➝ OutperformHigh
10/5/2021
CMA
Comerica
Upgrade$89.00$80.00 ➝ $101.00Underperform ➝ OutperformLow
10/5/2021
SAIA
Saia
Upgrade$275.00 $306.00Peer Perform ➝ OutperformHigh
10/1/2021
CANO
Cano Health
Initiated Coverage$12.00 $19.00OutperformHigh
10/1/2021
KMX
CarMax
Upgrade$140.00 $160.00BuyMedium
9/30/2021
CHEF
The Chefs' Warehouse
Initiated Coverage$31.00 $38.00OutperformMedium
9/30/2021
ONEW
OneWater Marine
Initiated Coverage$45.00 $45.00OutperformHigh
9/30/2021
MBUU
Malibu Boats
Initiated Coverage$71.00 $81.00OutperformLow
9/28/2021
CHWY
Chewy
Upgrade$68.00 $90.00Peer Perform ➝ OutperformLow
9/27/2021
PYPL
PayPal
Reiterated Rating$247.00 $360.00BuyLow
9/23/2021
SITC
SITE Centers
Initiated Coverage$17.00 $19.00OutperformLow
9/23/2021
UE
Urban Edge Properties
Initiated Coverage$18.00 $24.00OutperformMedium
9/23/2021
KIM
Kimco Realty
Initiated Coverage$23.00 $24.00Market PerformLow
9/23/2021
BRX
Brixmor Property Group
Initiated Coverage$24.00 $25.00Peer PerformLow
9/15/2021
CCMP
CMC Materials
Upgrade$128.00Underperform ➝ Market PerformHigh
9/15/2021
KSU
Kansas City Southern
Downgrade$302.00Outperform ➝ Market PerformHigh
9/14/2021
ZM
Zoom Video Communications
Reiterated Rating$280.00 $375.00BuyMedium
9/13/2021
TYL
Tyler Technologies
Initiated Coverage$532.00 $550.00OutperformHigh
9/10/2021
IVAN
Ivanhoe Capital Acquisition
Initiated Coverage$10.00 $12.00Market PerformLow
9/10/2021
DCRC
Decarbonization Plus Acquisition Co. III
Initiated Coverage$10.00 $10.00Market PerformLow
9/8/2021
LHX
L3Harris Technologies
Initiated Coverage$244.00Market PerformLow
9/7/2021
CARR
Carrier Global
Downgrade$55.00$58.00 ➝ $61.00Outperform ➝ Peer PerformLow
9/3/2021
DOCU
DocuSign
Reiterated Rating$278.00 $340.00BuyMedium
9/1/2021
AAPL
Apple
Upgrade$149.00$135.00 ➝ $155.00Underperform ➝ Market PerformLow
8/31/2021
BLDP
Ballard Power Systems
Initiated CoverageC$20.00 C$16.00SellN/A
8/31/2021
BLDP
Ballard Power Systems
Initiated Coverage$16.00 $16.00UnderperformLow
8/31/2021
BE
Bloom Energy
Initiated Coverage$28.00 $25.00Peer PerformHigh
8/31/2021
PLUG
Plug Power
Initiated Coverage$35.00 $34.00OutperformHigh
8/31/2021
NOVA
Sunnova Energy International
Initiated Coverage$40.00 $50.00OutperformMedium
8/31/2021
RUN
Sunrun
Initiated Coverage$54.00 $62.00OutperformHigh
8/31/2021
DNNGY
Ørsted A/S
Initiated Coverage$47.00Market PerformLow
8/31/2021
FSLR
First Solar
Initiated Coverage$109.00 $100.00Peer PerformLow
8/31/2021
ENPH
Enphase Energy
Initiated Coverage$179.00OutperformMedium
8/31/2021
SEDG
SolarEdge Technologies
Initiated Coverage$312.00OutperformLow
8/30/2021
AMH
American Homes 4 Rent
Upgrade$40.00Peer Perform ➝ OutperformHigh
8/30/2021
CPT
Camden Property Trust
Upgrade$158.00Peer Perform ➝ OutperformMedium
8/30/2021
WDAY
Workday
Boost Price Target$282.00$270.00 ➝ $300.00OutperformLow
8/30/2021
TEAM
Atlassian
Initiated Coverage$429.00 $400.00OutperformMedium
8/26/2021
CRM
salesforce.com
Boost Price Target$294.00$290.00 ➝ $300.00OutperformHigh
8/25/2021
INTU
Intuit
Boost Price Target$603.00$520.00 ➝ $650.00OutperformLow
8/23/2021
MLNK
Project Angel Parent
Initiated Coverage$25.00 $30.00OutperformMedium
8/20/2021
MSGS
Madison Square Garden Sports
Reiterated Rating$185.00 $207.00BuyHigh
8/19/2021
UP
Wheels Up Experience
Initiated Coverage$7.00Peer PerformHigh
8/18/2021
CRM
salesforce.com
Boost Price Target$294.00$280.00 ➝ $290.00OutperformLow
8/17/2021
CNM
Core & Main
Initiated Coverage$25.00 $30.00Peer PerformHigh
8/16/2021
ROOT
Root
Initiated Coverage$5.00 $5.00Peer PerformLow
8/16/2021
MAX
MediaAlpha
Initiated Coverage$18.00 $30.00Peer PerformHigh
8/16/2021
RYAN
Ryan Specialty Group
Initiated Coverage$36.00 $32.00Market PerformMedium
8/16/2021
ACGL
Arch Capital Group
Initiated Coverage$43.00 $51.00OutperformLow
8/16/2021
AIG
American International Group
Initiated Coverage$60.00 $63.00OutperformLow
8/16/2021
BRO
Brown & Brown
Initiated Coverage$66.00 $61.00Peer PerformLow
8/16/2021
ZI
ZoomInfo Technologies
Boost Price Target$70.00$75.00 ➝ $85.00OutperformLow
8/16/2021
HIG
The Hartford Financial Services Group
Initiated Coverage$74.00 $74.00Peer PerformHigh
8/16/2021
LMND
Lemonade
Initiated Coverage$65.00 $53.00UnderperformHigh
8/16/2021
WRB
W. R. Berkley
Initiated Coverage$82.00 $76.00Market PerformLow
8/16/2021
SIGI
Selective Insurance Group
Initiated Coverage$80.00 $91.00OutperformMedium
8/16/2021
PGR
The Progressive
Initiated Coverage$96.00 $85.00UnderperformMedium
8/16/2021
CINF
Cincinnati Financial
Initiated Coverage$123.00 $148.00OutperformLow
8/16/2021
AFG
American Financial Group
Initiated Coverage$138.00 $145.00OutperformMedium
8/16/2021
ALL
The Allstate
Initiated Coverage$129.00 $130.00Peer PerformMedium
8/16/2021
THG
The Hanover Insurance Group
Initiated Coverage$132.00 $144.00Peer PerformMedium
8/16/2021
AJG
Arthur J. Gallagher & Co.
Initiated Coverage$164.00 $145.00Peer PerformLow
8/16/2021
MMC
Marsh & McLennan Companies
Initiated Coverage$169.00 $171.00OutperformLow
8/16/2021
TRV
The Travelers Companies
Initiated Coverage$162.00 $180.00OutperformLow
8/16/2021
CB
Chubb
Initiated Coverage$188.00 $231.00OutperformHigh
8/16/2021
WLTW
Willis Towers Watson Public
Initiated Coverage$245.00 $261.00OutperformMedium
8/16/2021
RE
Everest Re Group
Initiated Coverage$283.00 $330.00OutperformMedium
8/16/2021
AON
AON
Initiated Coverage$320.00 $292.00Market PerformLow
8/13/2021
SDC
SmileDirectClub
Downgrade$5.00 $7.00Outperform ➝ Peer PerformLow
8/13/2021
PLTR
Palantir Technologies
Boost Price Target$25.00$20.00 ➝ $25.00Market PerformLow
8/13/2021
CYBR
CyberArk Software
Boost Price Target$182.00$185.00 ➝ $190.00OutperformLow
8/6/2021
AES
The AES
Upgrade$25.00 $29.00Market Perform ➝ OutperformHigh