Wolfe Research Stock Recommendations and Price Targets

This is a list of recent ratings by Wolfe Research.

DateCompany NameActionCurrent
Price
Price
Target
Rating
5/4/2026
LLY
Eli Lilly and Company
Reiterated Rating$967.00 $1,325.00Outperform ➝ Outperform
5/1/2026
RBLX
Roblox
Initiated Coverage$47.00Outperform ➝ Outperform
5/1/2026
RBRK
Rubrik
Initiated Coverage$58.00 $70.00Outperform
5/1/2026
CVLT
CommVault Systems
Initiated Coverage$102.00Peer Perform
4/30/2026
AMZN
Amazon.com
Reiterated Rating$272.00$245.00 ➝ $320.00Outperform ➝ Outperform
4/30/2026
VGNT
Versigent
Initiated Coverage$36.00 $53.00Outperform
4/29/2026
NXPI
NXP Semiconductors
Boost Price Target$291.00$270.00 ➝ $320.00Outperform ➝ Outperform
4/27/2026
VC
Visteon
Upgrade$108.00 $135.00Peer Perform ➝ Outperform
4/27/2026
RUSHA
Rush Enterprises
Initiated Coverage$71.00 $88.00Outperform
4/27/2026
RUSHA
Rush Enterprises
Initiated Coverage$71.00 $88.00Outperform
4/27/2026
RUSHB
Rush Enterprises
Upgrade$68.00Strong-Buy
4/23/2026
CSX
CSX
Reiterated Rating$45.00 $50.00Outperform ➝ Outperform
4/23/2026
WAB
Wabtec
Reiterated Rating$262.00 $303.00Outperform ➝ Outperform
4/23/2026
NOW
ServiceNow
Set Price Target$92.00 $125.00
4/23/2026
TMHC
Taylor Morrison Home
Reiterated Rating$59.00 $76.00Outperform ➝ Outperform
4/23/2026
MCO
Moody's
Reiterated Rating$450.00 $535.00Outperform ➝ Outperform
4/23/2026
BA
Boeing
Reiterated Rating$221.00 $275.00Outperform ➝ Outperform
4/23/2026
TXN
Texas Instruments
Reiterated Rating$281.00 $315.00Outperform ➝ Outperform
4/21/2026
XOM
ExxonMobil
Downgrade$154.00Outperform ➝ Peer Perform
4/21/2026
KMI
Kinder Morgan
Downgrade$32.00Strong-Buy ➝ Hold
4/21/2026
EPD
Enterprise Products Partners
Upgrade$39.00Strong Sell ➝ Hold
4/21/2026
WMB
Williams Companies
Upgrade$76.00Hold ➝ Strong-Buy
4/21/2026
VLO
Valero Energy
Reiterated Rating$252.00 $203.00Peer Perform ➝ Underperform
4/17/2026
NFLX
Netflix
Reiterated Rating$91.00 $107.00Outperform ➝ Outperform
4/17/2026
QRVO
Qorvo
Downgrade$93.00Outperform ➝ Peer Perform
4/17/2026
ALHC
Alignment Healthcare
Initiated Coverage$19.00 $24.00Outperform
4/16/2026
OKTA
Okta
Initiated Coverage$77.00Outperform ➝ Outperform
4/16/2026
CRWV
CoreWeave
Initiated Coverage$125.00 $150.00Outperform
4/16/2026
CRWV
CoreWeave
Initiated Coverage$125.00 $150.00Outperform
4/16/2026
NBIS
Nebius Group
Initiated Coverage$176.00Peer Perform
4/15/2026
FOUR
Shift4 Payments
Downgrade$44.00Outperform ➝ Peer Perform
4/14/2026
FAST
Fastenal
Lower Price Target$45.00$46.00 ➝ $45.00Underperform ➝ Underperform
4/14/2026
LYB
LyondellBasell Industries
Boost Price Target$76.00$38.00 ➝ $62.00Underperform ➝ Underperform
4/13/2026
LYV
Live Nation Entertainment
Boost Price Target$158.00$205.00 ➝ $206.00Outperform ➝ Outperform
4/10/2026
GOOGL
Alphabet
Lower Price Target$383.00$390.00 ➝ $360.00Outperform
4/10/2026
META
Meta Platforms
Lower Price Target$610.00$850.00 ➝ $800.00Outperform
4/10/2026
KLAC
KLA
Boost Price Target$1,713.00$1,800.00 ➝ $2,000.00Outperform ➝ Outperform
4/9/2026
PALI
Palisade Bio
Initiated Coverage$2.00 $7.00Outperform
4/9/2026
AVTX
Avalo Therapeutics
Initiated Coverage$14.00 $48.00Outperform
4/9/2026
PHVS
Pharvaris
Initiated Coverage$30.00 $42.00Outperform
4/9/2026
DNTH
Dianthus Therapeutics
Initiated Coverage$89.00 $98.00Outperform
4/9/2026
PRIM
Primoris Services
Initiated Coverage$186.00 $183.00Outperform
4/9/2026
DELL
Dell Technologies
Initiated Coverage$212.00Peer Perform
4/8/2026
PALI
Palisade Bio
Initiated Coverage$2.00 $7.00Outperform
4/8/2026
AVTX
Avalo Therapeutics
Initiated Coverage$14.00 $48.00Outperform
4/8/2026
PHVS
Pharvaris
Initiated Coverage$30.00 $42.00Outperform
4/8/2026
CARR
Carrier Global
Boost Price Target$66.00$75.00 ➝ $76.00Outperform ➝ Outperform
4/8/2026
OTIS
Otis Worldwide
Downgrade$76.00Outperform ➝ Peer Perform
4/8/2026
DNTH
Dianthus Therapeutics
Upgrade$89.00Strong-Buy
4/8/2026
EMR
Emerson Electric
Lower Price Target$136.00$176.00 ➝ $169.00Outperform ➝ Outperform
4/8/2026
JCI
Johnson Controls International
Lower Price Target$145.00$161.00 ➝ $160.00Outperform ➝ Outperform
4/8/2026
MMM
3M
Lower Price Target$142.00$205.00 ➝ $186.00Outperform ➝ Outperform
4/8/2026
XOM
ExxonMobil
Lower Price Target$154.00$158.00 ➝ $153.00Outperform ➝ Outperform
4/8/2026
DHR
Danaher
Lower Price Target$174.00$260.00 ➝ $230.00Outperform ➝ Outperform
4/7/2026
CSX
CSX
Boost Price Target$45.00$44.00 ➝ $46.00Outperform ➝ Outperform
4/7/2026
SLNO
Soleno Therapeutics
Downgrade$53.00Outperform ➝ Hold
4/7/2026
DAL
Delta Air Lines
Lower Price Target$68.00$81.00 ➝ $73.00Outperform ➝ Outperform
4/7/2026
ODFL
Old Dominion Freight Line
Boost Price Target$192.00$183.00 ➝ $185.00Underperform ➝ Underperform
4/7/2026
NSC
Norfolk Southern
Boost Price Target$312.00$350.00 ➝ $355.00Outperform ➝ Outperform
4/7/2026
FDX
FedEx
Lower Price Target$358.00$427.00 ➝ $423.00Outperform ➝ Outperform
4/7/2026
SAIA
Saia
Upgrade$405.00Peer Perform ➝ Outperform
4/6/2026
PAYP
PayPay
Initiated Coverage$21.00 $26.00Outperform
4/6/2026
CTRA
Coterra Energy
Boost Price Target$36.00$45.00 ➝ $46.00Outperform ➝ Outperform
4/6/2026
APA
APA
Boost Price Target$42.00$45.00 ➝ $47.00Outperform ➝ Outperform
4/6/2026
DVN
Devon Energy
Boost Price Target$51.00$64.00 ➝ $65.00Outperform ➝ Outperform
4/6/2026
EQT
EQT
Boost Price Target$59.00$64.00 ➝ $69.00Outperform ➝ Outperform
4/6/2026
OXY
Occidental Petroleum
Boost Price Target$60.00$67.00 ➝ $70.00Outperform ➝ Outperform
4/6/2026
CCI
Crown Castle
Lower Price Target$90.00$114.00 ➝ $94.00Outperform ➝ Outperform
4/6/2026
COP
ConocoPhillips
Boost Price Target$125.00$138.00 ➝ $144.00Outperform ➝ Outperform
4/6/2026
EOG
EOG Resources
Boost Price Target$142.00$152.00 ➝ $154.00Outperform ➝ Outperform
4/6/2026
PSX
Phillips 66
Boost Price Target$178.00$187.00 ➝ $193.00Outperform ➝ Outperform
4/6/2026
DLR
Digital Realty Trust
Boost Price Target$199.00$194.00 ➝ $211.00Outperform ➝ Outperform
4/6/2026
HUM
Humana
Lower Price Target$238.00$325.00 ➝ $250.00Outperform ➝ Outperform
4/6/2026
CB
Chubb
Boost Price Target$325.00$372.00 ➝ $373.00Outperform ➝ Outperform
4/1/2026
HBAN
Huntington Bancshares
Lower Price Target$16.00$21.00 ➝ $19.00Outperform ➝ Outperform
4/1/2026
FITB
Fifth Third Bancorp
Lower Price Target$49.00$57.00 ➝ $55.00Outperform ➝ Outperform
4/1/2026
EW
Edwards Lifesciences
Upgrade$83.00 $92.00Peer Perform ➝ Outperform
4/1/2026
MS
Morgan Stanley
Lower Price Target$188.00$221.00 ➝ $197.00Outperform ➝ Outperform
3/31/2026
CNTA
Centessa Pharmaceuticals
Downgrade$40.00Outperform ➝ Hold
3/31/2026
FAST
Fastenal
Boost Price Target$45.00$43.00 ➝ $46.00Underperform ➝ Underperform
3/31/2026
DE
Deere & Company
Boost Price Target$578.00$550.00 ➝ $660.00Outperform ➝ Outperform
3/31/2026
CAT
Caterpillar
Boost Price Target$875.00$670.00 ➝ $750.00Outperform ➝ Outperform
3/30/2026
CRWD
CrowdStrike
Upgrade$469.00 $450.00Peer Perform ➝ Outperform
3/27/2026
OLMA
Olema Pharmaceuticals
Initiated Coverage$15.00Peer Perform
3/27/2026
GMAB
Genmab A/S
Initiated Coverage$27.00 $32.00Outperform
3/27/2026
KRYS
Krystal Biotech
Initiated Coverage$285.00Peer Perform
3/27/2026
ONC
BeOne Medicines
Initiated Coverage$297.00 $340.00Outperform
3/26/2026
VKTX
Viking Therapeutics
Initiated Coverage$32.00Peer Perform
3/26/2026
NVO
Novo Nordisk A/S
Initiated Coverage$44.00Peer Perform
3/26/2026
CORT
Corcept Therapeutics
Upgrade$52.00Underperform ➝ Peer Perform
3/26/2026
GPCR
Structure Therapeutics
Initiated Coverage$43.00Peer Perform
3/26/2026
HON
Honeywell International
Boost Price Target$210.00$293.00 ➝ $296.00Outperform ➝ Outperform
3/25/2026
BWA
BorgWarner
Upgrade$56.00 $68.00Peer Perform ➝ Outperform
3/25/2026
GM
General Motors
Upgrade$76.00 $96.00Peer Perform ➝ Outperform
3/23/2026
MLTX
MoonLake Immunotherapeutics
Upgrade$18.00$12.00 ➝ $24.00Underperform ➝ Outperform
3/23/2026
CLDX
Celldex Therapeutics
Upgrade$33.00 $44.00Peer Perform ➝ Outperform
3/19/2026
AMZN
Amazon.com
Lower Price Target$272.00$255.00 ➝ $250.00Outperform ➝ Outperform
3/18/2026
NRG
NRG Energy
Upgrade$155.00 $190.00Peer Perform ➝ Outperform
3/17/2026
MA
Mastercard
Reiterated Rating$505.00Outperform ➝ Outperform
3/16/2026
OTIS
Otis Worldwide
Reiterated Rating$76.00Outperform ➝ Outperform