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
11/28/2023
EW
Edwards Lifesciences
Downgrade$67.00 $57.00Peer Perform ➝ UnderperformLow
11/21/2023
WCN
Waste Connections
Reiterated Rating$133.00Outperform ➝ Peer PerformLow
11/17/2023
RBLX
Roblox
Upgrade$39.00Underperform ➝ Peer PerformLow
11/13/2023
PLUG
Plug Power
Downgrade$4.00Outperform ➝ Peer PerformLow
11/13/2023
U
Unity Software
Downgrade$29.00Outperform ➝ Peer PerformLow
11/10/2023
SWN
Southwestern Energy
Upgrade$7.00 $8.00Underperform ➝ OutperformLow
11/10/2023
TECK
Teck Resources
Upgrade$37.00Peer Perform ➝ OutperformLow
11/10/2023
OXY
Occidental Petroleum
Downgrade$60.00Outperform ➝ Peer PerformLow
11/9/2023
SPR
Spirit AeroSystems
Upgrade$27.00 $34.00Peer Perform ➝ OutperformLow
11/3/2023
CFLT
Confluent
Upgrade$20.00 $21.00Peer Perform ➝ OutperformLow
11/3/2023
RPD
Rapid7
Upgrade$53.00 $56.00Peer Perform ➝ OutperformLow
11/3/2023
SEDG
SolarEdge Technologies
Downgrade$77.00Outperform ➝ Peer PerformLow
10/31/2023
PSX
Phillips 66
Upgrade$118.00 $146.00Peer Perform ➝ OutperformLow
10/30/2023
SAIA
Saia
Upgrade$404.00 $418.00Peer Perform ➝ OutperformLow
10/24/2023
SILK
Silk Road Medical
Upgrade$8.00Underperform ➝ Peer PerformLow
10/24/2023
MATX
Matson
Boost Price Target$95.00$113.00 ➝ $116.00Outperform ➝ OutperformLow
10/23/2023
CFG
Citizens Financial Group
Upgrade$27.00Underperform ➝ Peer PerformLow
10/23/2023
HBAN
Huntington Bancshares
Upgrade$11.00Underperform ➝ Peer PerformLow
10/20/2023
MS
Morgan Stanley
Upgrade$77.00Underperform ➝ Peer PerformLow
10/20/2023
EMBC
Embecta
Initiated Coverage$18.00Peer PerformLow
10/20/2023
NEE
NextEra Energy
Lower Price Target$58.00$79.00 ➝ $60.00Overweight ➝ OverweightLow
10/18/2023
BNL
Broadstone Net Lease
Upgrade$16.00 $17.00Peer Perform ➝ OutperformLow
10/17/2023
TWKS
Thoughtworks
Reiterated Rating$4.00Outperform ➝ Peer PerformLow
10/17/2023
DXC
DXC Technology
Reiterated Rating$23.00 $22.00Peer Perform ➝ UnderperformLow
10/17/2023
BR
Broadridge Financial Solutions
Upgrade$189.00Underperform ➝ Peer PerformLow
10/17/2023
FIS
Fidelity National Information Services
Upgrade$57.00 $65.00Peer Perform ➝ OutperformLow
10/17/2023
WEX
WEX
Upgrade$176.00 $240.00Peer Perform ➝ OutperformLow
10/17/2023
GFL
GFL Environmental
Initiated Coverage$27.00 $36.00OutperformLow
10/17/2023
CLH
Clean Harbors
Initiated Coverage$160.00 $184.00OutperformLow
10/17/2023
WM
Waste Management
Initiated Coverage$170.00Peer PerformLow
10/17/2023
CWST
Casella Waste Systems
Initiated Coverage$80.00 $96.00OutperformLow
10/17/2023
WCN
Waste Connections
Initiated Coverage$133.00 $152.00OutperformLow
10/17/2023
TRP
TC Energy
Upgrade$37.00Underperform ➝ Peer PerformLow
10/17/2023
RSG
Republic Services
Initiated Coverage$160.00Peer PerformLow
10/17/2023
ENB
Enbridge
Downgrade$34.00Peer Perform ➝ UnderperformLow
10/13/2023
NFLX
Netflix
Downgrade$479.00Outperform ➝ Peer PerformLow
10/12/2023
CNM
Core & Main
Upgrade$34.00 $40.00Peer Perform ➝ OutperformLow
10/12/2023
CARR
Carrier Global
Downgrade$52.00 $56.00Peer Perform ➝ UnderperformLow
10/9/2023
ARM
ARM
Initiated Coverage$62.00Peer PerformLow
10/4/2023
KEY
KeyCorp
Upgrade$12.00Underperform ➝ Peer PerformLow
10/4/2023
HUBG
Hub Group
Upgrade$75.00 $98.00Peer Perform ➝ OutperformLow
10/4/2023
R
Ryder System
Downgrade$106.00Outperform ➝ Peer PerformLow
10/4/2023
MATX
Matson
Upgrade$95.00 $113.00Peer Perform ➝ OutperformLow
10/4/2023
KKR
Kohlberg Kravis Roberts & Co. L.P.
Initiated Coverage$69.00 $75.00OutperformLow
10/4/2023
ARES
Ares Management
Initiated Coverage$110.00 $133.00OutperformLow
10/4/2023
CG
The Carlyle Group
Initiated Coverage$34.00Market PerformLow
10/4/2023
OWL
Blue Owl Capital
Initiated Coverage$13.00 $16.00OutperformLow
10/4/2023
BX
Blackstone
Initiated Coverage$108.00Market PerformLow
9/29/2023
RMD
ResMed
Downgrade$156.00Outperform ➝ Peer PerformLow
9/29/2023
WOOF
Petco Health and Wellness
Initiated Coverage$4.00Peer PerformLow
9/29/2023
TSCO
Tractor Supply
Initiated Coverage$200.00 $239.00OutperformLow
9/29/2023
INTU
Intuit
Boost Price Target$565.00$600.00 ➝ $660.00Outperform ➝ OutperformLow
9/27/2023
RHP
Ryman Hospitality Properties
Initiated Coverage$99.00 $98.00OutperformLow
9/27/2023
HST
Host Hotels & Resorts
Initiated Coverage$18.00 $22.00OutperformLow
9/27/2023
PEB
Pebblebrook Hotel Trust
Initiated Coverage$13.00Peer PerformLow
9/27/2023
APLE
Apple Hospitality REIT
Initiated Coverage$17.00Peer PerformLow
9/27/2023
SHO
Sunstone Hotel Investors
Initiated Coverage$10.00Peer PerformLow
9/27/2023
PK
Park Hotels & Resorts
Initiated Coverage$15.00 $16.00OutperformLow
9/24/2023
CART
Instacart (Maplebear Inc.)
Initiated Coverage$25.00Peer PerformLow
9/22/2023
NXT
Nextracker
Initiated Coverage$40.00 $52.00OutperformLow
9/21/2023
KNSL
Kinsale Capital Group
Initiated Coverage$356.00 $521.00OutperformLow
9/21/2023
RYAN
Ryan Specialty
Initiated Coverage$45.00 $59.00OutperformLow
9/19/2023
REXR
Rexford Industrial Realty
Upgrade$48.00 $70.00Peer Perform ➝ OutperformLow
9/15/2023
ADBE
Adobe
Boost Price Target$623.00$580.00 ➝ $650.00Outperform ➝ OutperformLow
9/14/2023
ETSY
Etsy
Upgrade$75.00 $100.00Peer Perform ➝ OutperformLow
9/14/2023
SPGI
S&P Global
Initiated Coverage$413.00 $453.00OutperformLow
9/14/2023
LRCX
Lam Research
Initiated Coverage$710.00 $825.00OutperformLow
9/14/2023
ASML
ASML
Initiated Coverage$676.00OutperformLow
9/14/2023
AMAT
Applied Materials
Initiated Coverage$148.00 $185.00OutperformLow
9/14/2023
KLAC
KLA
Initiated Coverage$547.00 $600.00OutperformLow
9/13/2023
FA
First Advantage
Initiated Coverage$15.00 $17.00OutperformLow
9/13/2023
HRT
HireRight
Initiated Coverage$13.00Market PerformLow
9/13/2023
MCO
Moody's
Initiated Coverage$361.00 $390.00OutperformLow
9/12/2023
CVS
CVS Health
Upgrade$69.00 $80.00Peer Perform ➝ OutperformLow
9/11/2023
EVRG
Evergy
Downgrade$51.00Outperform ➝ Peer PerformLow
9/8/2023
SUM
Summit Materials
Downgrade$34.00Outperform ➝ Peer PerformLow
9/5/2023
FWONK
Formula One Group
Upgrade$65.00 $84.00Peer Perform ➝ OutperformLow
8/29/2023
MMM
3M
Upgrade$99.00Underperform ➝ Peer PerformLow
8/28/2023
FWRD
Forward Air
Upgrade$64.00Underperform ➝ Peer PerformLow
8/28/2023
WK
Workiva
Initiated Coverage$96.00 $120.00OutperformLow
8/24/2023
DFS
Discover Financial Services
Upgrade$87.00 $104.00Peer Perform ➝ OutperformLow
8/24/2023
ALLY
Ally Financial
Downgrade$28.00Outperform ➝ Peer PerformLow
8/24/2023
NVDA
NVIDIA
Boost Price Target$478.00$570.00 ➝ $630.00Outperform ➝ OutperformLow
8/21/2023
ARCB
ArcBest
Upgrade$119.00 $132.00Peer Perform ➝ OutperformLow
8/17/2023
HXL
Hexcel
Upgrade$68.00 $83.00Peer Perform ➝ OutperformLow
8/16/2023
GLNG
Golar LNG
Downgrade$22.00Outperform ➝ Peer PerformLow
8/16/2023
NEXT
NextDecade
Upgrade$5.00 $8.00Peer Perform ➝ OutperformLow
8/11/2023
HUBB
Hubbell
Upgrade$295.00Underperform ➝ Peer PerformLow
8/11/2023
FWRD
Forward Air
Downgrade$64.00 $80.00Peer Perform ➝ UnderperformLow
8/11/2023
SWK
Stanley Black & Decker
Downgrade$90.00 $94.00Peer Perform ➝ UnderperformLow
8/10/2023
CYBR
CyberArk Software
Boost Price Target$195.00$165.00 ➝ $175.00Outperform ➝ OutperformLow
8/9/2023
BSY
Bentley Systems
Downgrade$52.00Outperform ➝ Peer PerformLow
8/8/2023
PLTR
Palantir Technologies
Boost Price Target$20.00$6.00 ➝ $7.50Underperform ➝ UnderperformLow
8/7/2023
TPH
Tri Pointe Homes
Upgrade$29.00 $38.00Peer Perform ➝ OutperformLow
8/2/2023
ZBRA
Zebra Technologies
Upgrade$234.00Underperform ➝ Peer PerformLow
8/2/2023
ZI
ZoomInfo Technologies
Downgrade$14.00Outperform ➝ Peer PerformLow
8/2/2023
PINS
Pinterest
Boost Price Target$32.00$33.00 ➝ $35.00Outperform ➝ OutperformLow
8/2/2023
UBER
Uber Technologies
Boost Price Target$56.00$52.00 ➝ $57.00Outperform ➝ OutperformLow
8/2/2023
CMCSA
Comcast
Upgrade$42.00Underperform ➝ Peer PerformLow
8/2/2023
CHTR
Charter Communications
Upgrade$401.00 $565.00Peer Perform ➝ OutperformLow