Wolfe Research Stock Recommendations and Price Targets

This is a list of recent ratings by Wolfe Research.

DateCompany NameActionCurrent
Price
Price
Target
Rating
10/30/2026
RBLX
Roblox
Upgrade$43.00Hold ➝ Strong-Buy
10/30/2026
MTH
Meritage Homes
Downgrade$64.00Strong-Buy ➝ Hold
10/29/2026
FFIV
F5
Downgrade$338.00Strong-Buy ➝ Hold
10/29/2026
MSFT
Microsoft
Upgrade$522.00Hold ➝ Strong-Buy
10/28/2026
SKHY
SK hynix
Reiterated Rating$149.00Outperform ➝ Outperform
10/27/2026
HBAN
Huntington Bancshares
Downgrade$16.00Outperform ➝ Peer Perform
10/27/2026
TFC
Truist Financial
Initiated Coverage$49.00Peer Perform
10/27/2026
KNF
Knife River
Upgrade$58.00Peer Perform ➝ Outperform
10/27/2026
FITB
Fifth Third Bancorp
Initiated Coverage$54.00Outperform
10/27/2026
USB
U.S. Bancorp
Initiated Coverage$59.00Peer Perform
10/27/2026
MTB
M&T Bank
Downgrade$220.00 $198.00Peer Perform ➝ Underperform
10/27/2026
PNC
The PNC Financial Services Group
Initiated Coverage$228.00Peer Perform
10/26/2026
ACCV
Accelevation
Initiated Coverage$14.00Outperform
10/22/2026
NFLX
Netflix
Downgrade$62.00Outperform ➝ Peer Perform
10/22/2026
LULU
lululemon athletica
Initiated Coverage$107.00 $75.00Underperform
10/21/2026
ONON
ON
Initiated Coverage$34.00 $47.00Peer Perform ➝ Outperform
10/21/2026
DECK
Deckers Outdoor
Initiated Coverage$82.00Peer Perform
10/21/2026
NKE
NIKE
Initiated Coverage$39.00 $28.00Underperform
10/21/2026
ANF
Abercrombie & Fitch
Initiated Coverage$165.00 $181.00Outperform
10/21/2026
URBN
Urban Outfitters
Initiated Coverage$91.00Peer Perform
10/21/2026
GAP
GAP
Initiated Coverage$22.00Peer Perform
10/21/2026
AEO
American Eagle Outfitters
Initiated Coverage$20.00Peer Perform
10/21/2026
ROST
Ross Stores
Initiated Coverage$228.00 $279.00Outperform
10/21/2026
TJX
TJX Companies
Initiated Coverage$140.00Peer Perform
10/21/2026
BURL
Burlington Stores
Initiated Coverage$237.00 $356.00Outperform
10/21/2026
DKS
DICK'S Sporting Goods
Initiated Coverage$144.00 $181.00Outperform
10/21/2026
ONON
ON
Initiated Coverage$34.00 $47.00Peer Perform ➝ Outperform
10/21/2026
NKE
NIKE
Initiated Coverage$39.00 $28.00Underperform
10/21/2026
VRNS
Varonis Systems
Downgrade$49.00Strong-Buy ➝ Hold
10/21/2026
DKS
DICK'S Sporting Goods
Initiated Coverage$144.00 $181.00Outperform
10/21/2026
ANF
Abercrombie & Fitch
Initiated Coverage$165.00 $181.00Outperform
10/21/2026
ROST
Ross Stores
Initiated Coverage$228.00 $279.00Outperform
10/21/2026
BURL
Burlington Stores
Initiated Coverage$237.00 $356.00Outperform
10/20/2026
BAX
Baxter International
Initiated Coverage$23.00Peer Perform
10/20/2026
GEHC
GE HealthCare Technologies
Initiated Coverage$77.00Peer Perform
10/20/2026
BDX
Becton, Dickinson and Company
Initiated Coverage$197.00Outperform
10/15/2026
NRXP
NRx Pharmaceuticals
Initiated Coverage$2.00Outperform
10/15/2026
OVID
Ovid Therapeutics
Initiated Coverage$3.00 $5.00Outperform
10/15/2026
OVID
Ovid Therapeutics
Initiated Coverage$3.00 $5.00Outperform
10/15/2026
RAPP
Rapport Therapeutics
Initiated Coverage$25.00 $50.00Outperform
10/15/2026
DRUG
Bright Minds Biosciences
Initiated Coverage$55.00 $150.00Outperform
10/12/2026
ROIV
Roivant Sciences
Downgrade$37.00Outperform ➝ Peer Perform
10/12/2026
INSM
Insmed
Downgrade$113.00Outperform ➝ Peer Perform
10/9/2026
SNY
Sanofi
Initiated Coverage$44.00Peer Perform
10/9/2026
GSK
GSK
Initiated Coverage$49.00 $70.00Outperform
10/9/2026
SWX
Southwest Gas
Initiated Coverage$93.00 $92.00Peer Perform
10/7/2026
MRVL
Marvell Technology
Boost Price Target$196.00$280.00 ➝ $375.00Outperform ➝ Outperform
10/7/2026
ODFL
Old Dominion Freight Line
Upgrade$173.00Underperform ➝ Peer Perform
10/1/2026
VYLR
Vylor
Upgrade$72.00Strong-Buy
9/30/2026
APH
Amphenol
Initiated Coverage$79.00 $105.00Outperform
9/25/2026
FRVO
Fervo Energy
Upgrade$8.00 $29.00Peer Perform ➝ Outperform
9/25/2026
FRVO
Fervo Energy
Upgrade$8.00 $29.00Peer Perform ➝ Outperform
9/24/2026
BA
Boeing
Upgrade$171.00Hold ➝ Strong-Buy
9/23/2026
SKHY
SK hynix
Reiterated Rating$149.00 $250.00Outperform ➝ Outperform
9/23/2026
MSFT
Microsoft
Downgrade$522.00Outperform ➝ Hold
9/23/2026
ALV
Autoliv
Downgrade$117.00Outperform ➝ Peer Perform
9/17/2026
TSHA
Taysha Gene Therapies
Initiated Coverage$4.00Outperform
9/17/2026
VSTM
Verastem
Initiated Coverage$10.00Outperform
9/17/2026
ZYME
Zymeworks
Initiated Coverage$29.00Outperform
9/17/2026
RYTM
Rhythm Pharmaceuticals
Initiated Coverage$93.00Outperform
9/16/2026
PAYX
Paychex
Upgrade$112.00Underperform ➝ Peer Perform
9/15/2026
PNR
Pentair
Upgrade$66.00 $91.00Peer Perform ➝ Outperform
9/15/2026
HAYW
Hayward
Initiated Coverage$16.00Peer Perform
9/15/2026
CNM
Core & Main
Initiated Coverage$44.00 $63.00Outperform
9/15/2026
GFL
GFL Environmental
Initiated Coverage$45.00 $77.00Outperform
9/15/2026
FAST
Fastenal
Initiated Coverage$52.00 $51.00Underperform
9/15/2026
VLTO
Veralto
Initiated Coverage$111.00 $125.00Outperform
9/15/2026
XYL
Xylem
Initiated Coverage$92.00Peer Perform
9/15/2026
MSM
MSC Industrial Direct
Initiated Coverage$121.00Peer Perform
9/15/2026
WCN
Waste Connections
Initiated Coverage$184.00 $204.00Outperform
9/15/2026
SPXC
SPX Technologies
Initiated Coverage$160.00 $250.00Outperform
9/15/2026
ITT
ITT
Initiated Coverage$199.00 $272.00Outperform
9/15/2026
WM
Waste Management
Initiated Coverage$233.00Peer Perform
9/15/2026
FERG
Ferguson
Initiated Coverage$238.00Peer Perform
9/15/2026
RSG
Republic Services
Initiated Coverage$244.00Peer Perform
9/15/2026
GWW
W.W. Grainger
Initiated Coverage$1,358.00Peer Perform
9/14/2026
CHTR
Charter Communications
Downgrade$111.00 $118.00Peer Perform ➝ Underperform
9/11/2026
AON
AON
Downgrade$322.00Hold ➝ Strong Sell
9/10/2026
KYMR
Kymera Therapeutics
Upgrade$127.00 $180.00Peer Perform ➝ Outperform
9/10/2026
LPX
Louisiana-Pacific
Initiated Coverage$73.00 $90.00Outperform
9/8/2026
AMKBY
A.P. Moller-Maersk
Upgrade$17.00Strong Sell ➝ Hold
9/2/2026
SIRI
Sirius XM
Initiated Coverage$29.00Outperform
9/2/2026
CHDN
Churchill Downs
Initiated Coverage$95.00 $119.00Outperform
9/2/2026
FLUT
Flutter Entertainment
Initiated Coverage$83.00 $150.00Outperform
9/2/2026
DKNG
DraftKings
Initiated Coverage$21.00 $40.00Peer Perform ➝ Outperform
9/2/2026
WYNN
Wynn Resorts
Initiated Coverage$75.00 $128.00Outperform
9/2/2026
LVS
Las Vegas Sands
Initiated Coverage$37.00Peer Perform
9/2/2026
RRR
Red Rock Resorts
Initiated Coverage$49.00 $73.00Outperform
9/2/2026
BYD
Boyd Gaming
Initiated Coverage$73.00Peer Perform
9/2/2026
SRAD
Sportradar Group
Initiated Coverage$12.00 $22.00Outperform
9/2/2026
DKNG
DraftKings
Initiated Coverage$21.00 $40.00Peer Perform ➝ Outperform
9/2/2026
RRR
Red Rock Resorts
Initiated Coverage$49.00 $73.00Outperform
9/2/2026
CHDN
Churchill Downs
Initiated Coverage$95.00 $119.00Outperform
9/2/2026
WYNN
Wynn Resorts
Initiated Coverage$75.00 $128.00Outperform
9/2/2026
FLUT
Flutter Entertainment
Initiated Coverage$83.00 $150.00Outperform
9/2/2026
H
Hyatt Hotels
Initiated Coverage$181.00 $203.00Outperform
9/2/2026
HLT
Hilton Worldwide
Initiated Coverage$357.00Peer Perform
9/2/2026
MAR
Marriott International
Initiated Coverage$399.00Hold
8/31/2026
PTGX
Protagonist Therapeutics
Reiterated Rating$145.00Outperform ➝ Outperform
8/31/2026
ANAB
AnaptysBio
Reiterated Rating$48.00 $78.00Outperform ➝ Outperform