Wolfe Research Stock Recommendations and Price Targets

This is a list of recent ratings by Wolfe Research.

DateCompany NameActionCurrent
Price
Price
Target
Rating
1/30/2026
LPLA
LPL Financial
Set Price Target$376.00 $478.00
1/30/2026
LHX
L3Harris Technologies
Reiterated Rating$340.00Outperform ➝ Outperform
1/30/2026
KEX
Kirby
Reiterated Rating$120.00 $136.00Outperform ➝ Outperform
1/30/2026
DXC
DXC Technology
Set Price Target$15.00 $13.00Underperform ➝ Underperform
1/30/2026
TSCO
Tractor Supply
Reiterated Rating$53.00 $57.00Outperform ➝ Outperform
1/30/2026
CMS
CMS Energy
Set Price Target$71.00 $82.00
1/30/2026
PTON
Peloton Interactive
Set Price Target$6.00 $9.00
1/30/2026
RXST
RxSight
Upgrade$9.00Outperform
1/30/2026
NVDA
NVIDIA
Boost Price Target$186.00$250.00 ➝ $275.00Outperform ➝ Outperform
1/30/2026
AVGO
Broadcom
Upgrade$331.00 $400.00Peer Perform ➝ Outperform
1/29/2026
META
Meta Platforms
Reiterated Rating$706.00$800.00 ➝ $850.00Outperform ➝ Outperform
1/29/2026
MSFT
Microsoft
Lower Price Target$423.00$625.00 ➝ $530.00Outperform ➝ Outperform
1/28/2026
GILD
Gilead Sciences
Boost Price Target$143.00$150.00 ➝ $155.00Outperform ➝ Outperform
1/27/2026
GLW
Corning
Set Price Target$110.00 $130.00Outperform ➝ Outperform
1/27/2026
BA
Boeing
Reiterated Rating$233.00Outperform ➝ Outperform
1/27/2026
TGT
Target
Upgrade$110.00Underperform ➝ Peer Perform
1/27/2026
EXC
Exelon
Downgrade$44.00Outperform ➝ Peer Perform
1/27/2026
KNTK
Kinetik
Downgrade$40.00Outperform ➝ Peer Perform
1/27/2026
FE
FirstEnergy
Upgrade$47.00 $50.00Peer Perform ➝ Outperform
1/26/2026
NET
Cloudflare
Reiterated Rating$182.00Peer Perform ➝ Peer Perform
1/26/2026
CMI
Cummins
Downgrade$594.00 $540.00Outperform ➝ Peer Perform
1/26/2026
CUBE
CubeSmart
Downgrade$37.00Outperform ➝ Peer Perform
1/26/2026
PSA
Public Storage
Downgrade$272.00Outperform ➝ Peer Perform
1/26/2026
NSA
National Storage Affiliates Trust
Upgrade$32.00Underperform ➝ Peer Perform
1/26/2026
KLAC
KLA
Boost Price Target$1,410.00$1,500.00 ➝ $1,800.00Outperform ➝ Outperform
1/26/2026
COP
ConocoPhillips
Boost Price Target$102.00$122.00 ➝ $123.00Outperform ➝ Outperform
1/26/2026
CTRA
Coterra Energy
Boost Price Target$28.00$32.00 ➝ $33.00Outperform ➝ Outperform
1/26/2026
EOG
EOG Resources
Boost Price Target$108.00$134.00 ➝ $137.00Outperform ➝ Outperform
1/26/2026
EQT
EQT
Boost Price Target$55.00$61.00 ➝ $62.00Outperform ➝ Outperform
1/26/2026
PSX
Phillips 66
Boost Price Target$142.00$159.00 ➝ $164.00Outperform ➝ Outperform
1/23/2026
GOOGL
Alphabet
Boost Price Target$344.00$380.00 ➝ $390.00Outperform ➝ Outperform
1/23/2026
COF
Capital One Financial
Lower Price Target$224.00$294.00 ➝ $280.00Outperform ➝ Outperform
1/22/2026
NTDOY
Nintendo
Upgrade$16.00Underperform ➝ Peer Perform
1/21/2026
NFLX
Netflix
Set Price Target$83.00$121.00 ➝ $95.00Outperform ➝ Outperform
1/21/2026
FDX
FedEx
Set Price Target$335.00 $355.00
1/21/2026
APA
APA
Reiterated Rating$26.00 $35.00Outperform ➝ Outperform
1/21/2026
FAST
Fastenal
Lower Price Target$45.00$43.00 ➝ $42.00Underperform ➝ Underperform
1/21/2026
FITB
Fifth Third Bancorp
Boost Price Target$52.00$55.00 ➝ $57.00Outperform ➝ Outperform
1/21/2026
OXY
Occidental Petroleum
Lower Price Target$44.00$55.00 ➝ $54.00Outperform ➝ Outperform
1/20/2026
SNCY
Sun Country Airlines
Downgrade$18.00Outperform ➝ Peer Perform
1/20/2026
ALGT
Allegiant Travel
Upgrade$91.00 $108.00Peer Perform ➝ Outperform
1/16/2026
CTVA
Corteva
Boost Price Target$73.00$80.00 ➝ $81.00Outperform ➝ Outperform
1/16/2026
DD
DuPont de Nemours
Boost Price Target$44.00$44.00 ➝ $49.00Outperform ➝ Outperform
1/16/2026
LYB
LyondellBasell Industries
Lower Price Target$50.00$40.00 ➝ $39.00Underperform ➝ Underperform
1/16/2026
MOS
Mosaic
Lower Price Target$27.00$41.00 ➝ $38.00Outperform ➝ Outperform
1/15/2026
CRM
Salesforce
Reiterated Rating$211.00Outperform ➝ Outperform
1/15/2026
CARR
Carrier Global
Lower Price Target$60.00$74.00 ➝ $70.00Outperform ➝ Outperform
1/15/2026
EMR
Emerson Electric
Boost Price Target$149.00$168.00 ➝ $172.00Outperform ➝ Outperform
1/15/2026
ITW
Illinois Tool Works
Boost Price Target$264.00$264.00 ➝ $278.00Underperform ➝ Underperform
1/15/2026
JCI
Johnson Controls International
Boost Price Target$123.00$138.00 ➝ $139.00Outperform ➝ Outperform
1/15/2026
MMM
3M
Lower Price Target$153.00$197.00 ➝ $196.00Outperform ➝ Outperform
1/14/2026
EPD
Enterprise Products Partners
Downgrade$33.00 $31.00Peer Perform ➝ Underperform
1/14/2026
SOBO
South Bow
Downgrade$28.00 $24.00Peer Perform ➝ Underperform
1/14/2026
LNG
Cheniere Energy
Set Price Target$208.00 $220.00Peer Perform ➝ Outperform
1/14/2026
DAL
Delta Air Lines
Boost Price Target$69.00$70.00 ➝ $83.00Outperform ➝ Outperform
1/14/2026
LNG
Cheniere Energy
Upgrade$208.00 $220.00Peer Perform ➝ Outperform
1/13/2026
COP
ConocoPhillips
Lower Price Target$102.00$126.00 ➝ $122.00Outperform ➝ Outperform
1/12/2026
SLNO
Soleno Therapeutics
Set Price Target$42.00 $60.00
1/12/2026
SLNO
Soleno Therapeutics
Reiterated Rating$42.00Outperform ➝ Outperform
1/12/2026
ALV
Autoliv
Set Price Target$121.00 $143.00
1/12/2026
SCHW
Charles Schwab
Set Price Target$105.00 $120.00
1/12/2026
BC
Brunswick
Set Price Target$82.00 $90.00
1/12/2026
CURB
Curbline Properties
Upgrade$24.00 $26.00Peer Perform ➝ Outperform
1/12/2026
MBLY
Mobileye Global
Downgrade$9.00Outperform ➝ Peer Perform
1/12/2026
RIVN
Rivian Automotive
Downgrade$14.00Peer Perform ➝ Underperform
1/12/2026
VC
Visteon
Downgrade$96.00Outperform ➝ Peer Perform
1/12/2026
MDLN
Medline
Initiated Coverage$45.00 $47.00Outperform
1/12/2026
GD
General Dynamics
Boost Price Target$347.00$400.00 ➝ $415.00Outperform ➝ Outperform
1/12/2026
GE
GE Aerospace
Boost Price Target$309.00$340.00 ➝ $360.00Outperform ➝ Outperform
1/8/2026
ODFL
Old Dominion Freight Line
Set Price Target$186.00 $138.00
1/8/2026
MATX
Matson
Reiterated Rating$166.00 $167.00Outperform ➝ Outperform
1/8/2026
AMKBY
A.P. Moller-Maersk
Reiterated Rating$12.00Underperform ➝ Underperform
1/8/2026
KEX
Kirby
Reiterated Rating$120.00 $134.00Outperform ➝ Outperform
1/8/2026
JBHT
J.B. Hunt Transport Services
Reiterated Rating$212.00 $214.00Outperform ➝ Outperform
1/8/2026
HUBG
Hub Group
Reiterated Rating$50.00 $50.00Outperform ➝ Outperform
1/8/2026
FDX
FedEx
Reiterated Rating$335.00Outperform ➝ Outperform
1/8/2026
CHRW
C.H. Robinson Worldwide
Reiterated Rating$198.00 $188.00Outperform ➝ Outperform
1/8/2026
XPO
XPO
Downgrade$163.00Outperform ➝ Peer Perform
1/8/2026
WAB
Wabtec
Upgrade$234.00 $245.00Peer Perform ➝ Outperform
1/8/2026
MQ
Marqeta
Downgrade$4.00Outperform ➝ Peer Perform
1/8/2026
JKHY
Jack Henry & Associates
Set Price Target$179.00 $220.00Peer Perform ➝ Outperform
1/8/2026
ADYEY
Adyen
Upgrade$15.00Hold ➝ Outperform
1/8/2026
ELV
Elevance Health
Set Price Target$342.00 $425.00Peer Perform ➝ Outperform
1/8/2026
TOST
Toast
Downgrade$32.00Outperform ➝ Peer Perform
1/8/2026
EHAB
Enhabit
Set Price Target$11.00 $12.00
1/8/2026
COF
Capital One Financial
Boost Price Target$224.00$270.00 ➝ $294.00Outperform ➝ Outperform
1/8/2026
CSX
CSX
Lower Price Target$38.00$43.00 ➝ $42.00Outperform ➝ Outperform
1/8/2026
HUM
Humana
Boost Price Target$187.00$300.00 ➝ $325.00Outperform ➝ Outperform
1/8/2026
NSC
Norfolk Southern
Boost Price Target$291.00$361.00 ➝ $368.00Outperform ➝ Outperform
1/8/2026
EEFT
Euronet Worldwide
Reiterated Rating$72.00 $80.00Peer Perform ➝ Underperform
1/8/2026
UPS
United Parcel Service
Reiterated Rating$110.00Outperform ➝ Peer Perform
1/8/2026
R
Ryder System
Reiterated Rating$203.00Outperform ➝ Peer Perform
1/8/2026
SAIA
Saia
Reiterated Rating$368.00Outperform ➝ Peer Perform
1/8/2026
MRK
Merck & Co., Inc.
Upgrade$113.00 $135.00Peer Perform ➝ Outperform
1/8/2026
ELV
Elevance Health
Upgrade$342.00 $425.00Peer Perform ➝ Outperform
1/8/2026
JKHY
Jack Henry & Associates
Upgrade$179.00 $220.00Peer Perform ➝ Outperform
1/8/2026
DXC
DXC Technology
Downgrade$15.00Strong-Buy ➝ Strong Sell
1/7/2026
WFC
Wells Fargo & Company
Reiterated Rating$92.00 $109.00Outperform ➝ Outperform
1/7/2026
TPG
TPG
Reiterated Rating$58.00 $80.00Outperform ➝ Outperform
1/7/2026
SF
Stifel Financial
Reiterated Rating$124.00 $149.00Outperform ➝ Outperform