Wolfe Research Stock Recommendations and Price Targets

This is a list of recent ratings by Wolfe Research.

DateCompany NameActionCurrent
Price
Price
Target
Rating
7/31/2026
RBLX
Roblox
Downgrade$36.00Outperform ➝ Hold
7/31/2026
HXL
Hexcel
Downgrade$103.00Outperform ➝ Peer Perform
7/31/2026
SYK
Stryker
Set Price Target$326.00 $375.00
7/31/2026
WU
Western Union
Reiterated Rating$6.00 $8.00Underperform ➝ Underperform
7/31/2026
AMZN
Amazon.com
Reiterated Rating$272.00 $315.00Outperform ➝ Outperform
7/31/2026
HII
Huntington Ingalls Industries
Upgrade$327.00 $364.00Peer Perform ➝ Outperform
7/30/2026
HUM
Humana
Upgrade$365.00Peer Perform ➝ Outperform
7/30/2026
CHRW
C.H. Robinson Worldwide
Set Price Target$148.00 $196.00
7/30/2026
AR
Antero Resources
Reiterated Rating$36.00 $48.00Outperform ➝ Outperform
7/30/2026
FTNT
Fortinet
Set Price Target$162.00 $175.00
7/30/2026
FICO
Fair Isaac
Reiterated Rating$1,125.00Outperform ➝ Outperform
7/30/2026
MSFT
Microsoft
Reiterated Rating$465.00 $550.00Outperform ➝ Outperform
7/30/2026
META
Meta Platforms
Reiterated Rating$557.00 $700.00Outperform ➝ Outperform
7/30/2026
AVTR
Avantor
Upgrade$14.00Strong Sell ➝ Hold
7/29/2026
QURE
uniQure
Upgrade$44.00 $65.00Peer Perform ➝ Outperform
7/29/2026
EXE
Expand Energy
Reiterated Rating$94.00 $114.00Outperform ➝ Outperform
7/29/2026
CNP
CenterPoint Energy
Reiterated Rating$42.00 $49.00Outperform ➝ Outperform
7/29/2026
ESI
Element Solutions
Set Price Target$37.00 $47.00
7/29/2026
CORZ
Core Scientific
Reiterated Rating$21.00Buy ➝ Buy
7/29/2026
MPLX
Mplx
Downgrade$58.00Outperform ➝ Peer Perform
7/29/2026
V
Visa
Reiterated Rating$366.00$430.00 ➝ $435.00Outperform ➝ Outperform
7/29/2026
CSGP
CoStar Group
Reiterated Rating$29.00$35.00 ➝ $32.00Outperform ➝ Outperform
7/29/2026
CLS
Celestica
Boost Price Target$331.00$425.00 ➝ $475.00Outperform ➝ Outperform
7/28/2026
VC
Visteon
Downgrade$105.00Outperform ➝ Peer Perform
7/28/2026
SYRE
Spyre Therapeutics
Downgrade$98.00Outperform ➝ Peer Perform
7/27/2026
MPLT
Maplight Therapeutics
Reiterated Rating$13.00 $30.00Outperform ➝ Outperform
7/27/2026
ASH
Ashland
Reiterated Rating$73.00Outperform ➝ Outperform
7/27/2026
ASH
Ashland
Set Price Target$73.00 $78.00
7/27/2026
CORT
Corcept Therapeutics
Downgrade$114.00 $50.00Peer Perform ➝ Underperform
7/23/2026
T
AT&T
Upgrade$23.00 $29.00Peer Perform ➝ Outperform
7/23/2026
GOOG
Alphabet
Set Price Target$357.00 $460.00
7/21/2026
SCHW
Charles Schwab
Reiterated Rating$105.00 $127.00Outperform ➝ Outperform
7/21/2026
FND
Floor & Decor
Reiterated Rating$58.00 $41.00Underperform ➝ Underperform
7/20/2026
GOOG
Alphabet
Reiterated Rating$357.00Outperform ➝ Outperform
7/20/2026
MRNA
Moderna
Reiterated Rating$55.00 $25.00Underperform ➝ Underperform
7/20/2026
MBGL
Mobility Global
Upgrade$20.00Strong-Buy
7/16/2026
TSCO
Tractor Supply
Set Price Target$31.00 $34.00
7/16/2026
IONS
Ionis Pharmaceuticals
Reiterated Rating$52.00Outperform ➝ Peer Perform
7/15/2026
NTLA
Intellia Therapeutics
Downgrade$11.00 $9.00Peer Perform ➝ Underperform
7/15/2026
ORLY
O'Reilly Automotive
Set Price Target$89.00 $98.00
7/15/2026
KMTS
Kestra Medical Technologies
Set Price Target$23.00 $30.00
7/10/2026
MPLT
Maplight Therapeutics
Upgrade$13.00Strong-Buy
7/9/2026
ZBRA
Zebra Technologies
Reiterated Rating$294.00 $317.00Outperform ➝ Outperform
7/9/2026
VNT
Vontier
Reiterated Rating$32.00 $43.00Outperform ➝ Outperform
7/9/2026
VLTO
Veralto
Reiterated Rating$94.00 $109.00Outperform ➝ Outperform
7/9/2026
SPXC
SPX Technologies
Reiterated Rating$220.00 $266.00Outperform ➝ Outperform
7/9/2026
RRX
Regal Rexnord
Set Price Target$205.00 $250.00
7/9/2026
NVT
nVent Electric
Reiterated Rating$155.00 $191.00Outperform ➝ Outperform
7/9/2026
MMM
3M
Reiterated Rating$177.00Outperform ➝ Outperform
7/9/2026
ITW
Illinois Tool Works
Reiterated Rating$288.00 $286.00Underperform ➝ Underperform
7/9/2026
GTES
Gates Industrial
Reiterated Rating$28.00 $33.00Outperform ➝ Outperform
7/9/2026
FPS
Forgent Power Solutions
Reiterated Rating$33.00 $60.00Outperform ➝ Outperform
7/9/2026
FAST
Fastenal
Reiterated Rating$48.00 $47.00Underperform ➝ Underperform
7/9/2026
DOV
Dover
Reiterated Rating$205.00 $262.00Outperform ➝ Outperform
7/9/2026
CARR
Carrier Global
Reiterated Rating$62.00 $80.00Outperform ➝ Outperform
7/9/2026
FIVE
Five Below
Upgrade$217.00Cautious ➝ Outperform
7/9/2026
ITT
ITT
Upgrade$196.00 $229.00Peer Perform ➝ Outperform
7/9/2026
GGG
Graco
Downgrade$79.00Outperform ➝ Peer Perform
7/9/2026
PNR
Pentair
Downgrade$65.00Outperform ➝ Peer Perform
7/9/2026
COIN
Coinbase Global
Set Price Target$146.00 $325.00
7/9/2026
SRPT
Sarepta Therapeutics
Upgrade$15.00 $27.00Peer Perform ➝ Outperform
7/9/2026
RYAN
Ryan Specialty
Downgrade$44.00Outperform ➝ Peer Perform
7/9/2026
EQH
Equitable
Downgrade$48.00Outperform ➝ Peer Perform
7/9/2026
HLI
Houlihan Lokey
Upgrade$125.00Underperform ➝ Peer Perform
7/9/2026
AJG
Arthur J. Gallagher & Co.
Downgrade$249.00Outperform ➝ Peer Perform
7/9/2026
GWW
W.W. Grainger
Upgrade$1,385.00Underperform ➝ Peer Perform
7/8/2026
AMT
American Tower
Upgrade$174.00 $188.00Peer Perform ➝ Outperform
7/8/2026
BKR
Baker Hughes
Initiated Coverage$60.00 $70.00Outperform
7/8/2026
HAL
Halliburton
Initiated Coverage$32.00Outperform ➝ Peer Perform
7/8/2026
SLB
SLB
Initiated Coverage$50.00 $62.00Outperform
7/8/2026
BKR
Baker Hughes
Initiated Coverage$60.00 $70.00Outperform
7/8/2026
FRT
Federal Realty Investment Trust
Initiated Coverage$124.00 $143.00Outperform
7/7/2026
CMPS
Compass Pathways
Reiterated Rating$11.00Outperform ➝ Outperform
7/7/2026
SPTX
Seaport Therapeutics
Initiated Coverage$20.00Hold
7/7/2026
RNR
RenaissanceRe
Set Price Target$320.00 $315.00
7/7/2026
LBRX
LB Pharmaceuticals
Initiated Coverage$40.00 $45.00Outperform
7/7/2026
RACE
Ferrari
Initiated Coverage$395.00Outperform
7/6/2026
MSFT
Microsoft
Lower Price Target$465.00$570.00 ➝ $525.00Outperform ➝ Outperform
7/6/2026
CRWV
CoreWeave
Reiterated Rating$72.00Outperform ➝ Outperform
7/6/2026
EROC
ERock
Initiated Coverage$10.00 $24.00Outperform
7/6/2026
SEI
Solaris Energy Infrastructure
Initiated Coverage$51.00 $120.00Outperform
7/6/2026
UNM
Unum Group
Lower Price Target$86.00$102.00 ➝ $100.00Outperform ➝ Outperform
7/2/2026
CVX
Chevron
Upgrade$197.00 $210.00Peer Perform ➝ Outperform
7/1/2026
FDS
FactSet Research Systems
Boost Price Target$264.00$225.00 ➝ $240.00Underperform ➝ Underperform
7/1/2026
CRM
Salesforce
Downgrade$184.00Outperform ➝ Hold
7/1/2026
WRB
W.R. Berkley
Downgrade$73.00Hold ➝ Strong Sell
7/1/2026
MKL
Markel Group
Initiated Coverage$1,882.00Underperform
6/30/2026
FOXA
FOX
Upgrade$58.00 $71.00Peer Perform ➝ Outperform
6/30/2026
SPG
Simon Property Group
Downgrade$230.00Outperform ➝ Peer Perform
6/30/2026
AVAV
AeroVironment
Downgrade$149.00Buy
6/30/2026
CAVA
CAVA Group
Set Price Target$65.00 $95.00
6/30/2026
DIS
Walt Disney
Set Price Target$96.00 $131.00
6/29/2026
JKHY
Jack Henry & Associates
Set Price Target$154.00 $165.00
6/29/2026
FVR
FrontView REIT
Upgrade$20.00Strong-Buy
6/29/2026
AADX
Applied Aerospace & Defense
Initiated Coverage$19.00 $23.00Outperform
6/29/2026
LFTO
Liftoff Mobile
Initiated Coverage$22.00Peer Perform
6/29/2026
HONA
Honeywell Aerospace
Initiated Coverage$207.00Hold
6/29/2026
HON
Honeywell International
Upgrade$243.00Hold
6/25/2026
MU
Micron Technology
Set Price Target$823.00 $1,500.00
6/23/2026
IBM
International Business Machines
Downgrade$224.00Peer Perform