Wolfe Research Stock Recommendations and Price Targets

This is a list of recent ratings by Wolfe Research.

DateCompany NameActionCurrent
Price
Price
Target
Rating
3/11/2026
HWM
Howmet Aerospace
Set Price Target$252.00 $270.00Outperform ➝ Outperform
3/11/2026
VERA
Vera Therapeutics
Upgrade$42.00 $88.00Peer Perform ➝ Outperform
3/10/2026
CSX
CSX
Boost Price Target$40.00$42.00 ➝ $44.00Outperform ➝ Outperform
3/10/2026
AMZN
Amazon.com
Boost Price Target$213.00$250.00 ➝ $255.00Outperform ➝ Outperform
3/9/2026
PTLO
Portillo's
Initiated Coverage$5.00Peer Perform
3/9/2026
SG
Sweetgreen
Initiated Coverage$6.00Peer Perform
3/9/2026
MWH
SOLV Energy
Initiated Coverage$29.00 $35.00Outperform
3/9/2026
APA
APA
Boost Price Target$33.00$39.00 ➝ $45.00
3/9/2026
DVN
Devon Energy
Boost Price Target$45.00$58.00 ➝ $64.00
3/9/2026
BROS
Dutch Bros
Initiated Coverage$52.00 $77.00Outperform
3/9/2026
CAVA
CAVA Group
Initiated Coverage$81.00 $93.00Outperform
3/9/2026
SHAK
Shake Shack
Initiated Coverage$93.00 $118.00Outperform
3/9/2026
SBUX
Starbucks
Initiated Coverage$101.00Strong-Buy ➝ Peer Perform
3/9/2026
EAT
Brinker International
Initiated Coverage$144.00 $184.00Hold ➝ Outperform
3/9/2026
EOG
EOG Resources
Boost Price Target$133.00$140.00 ➝ $152.00
3/9/2026
DG
Dollar General
Boost Price Target$145.00$159.00 ➝ $165.00
3/9/2026
EXPD
Expeditors International of Washington
Upgrade$141.00Strong Sell ➝ Hold
3/9/2026
WING
Wingstop
Initiated Coverage$209.00 $320.00Outperform
3/6/2026
APTV
Aptiv
Upgrade$70.00 $91.00Peer Perform ➝ Outperform
3/5/2026
CIEN
Ciena
Reiterated Rating$340.00 $375.00Outperform ➝ Outperform
3/5/2026
KR
Kroger
Reiterated Rating$72.00 $75.00Outperform ➝ Outperform
3/5/2026
TKO
TKO Group
Reiterated Rating$202.00Outperform ➝ Peer Perform
3/4/2026
EYE
National Vision
Set Price Target$27.00 $35.00
3/3/2026
NCLH
Norwegian Cruise Line
Reiterated Rating$20.00 $25.00Outperform ➝ Outperform
3/2/2026
ASND
Ascendis Pharma A/S
Reiterated Rating$228.00 $260.00Outperform ➝ Outperform
3/2/2026
MTZ
MasTec
Reiterated Rating$304.00 $326.00Outperform ➝ Outperform
3/2/2026
FPS
Forgent Power Solutions
Set Price Target$36.00 $48.00
3/2/2026
FPS
Forgent Power Solutions
Initiated Coverage$36.00 $43.00Outperform
3/2/2026
CVS
CVS Health
Lower Price Target$76.00$100.00 ➝ $97.00Outperform ➝ Outperform
2/27/2026
FAST
Fastenal
Boost Price Target$47.00$42.00 ➝ $43.00Underperform ➝ Underperform
2/27/2026
NATL
NCR Atleos
Downgrade$44.00Strong-Buy ➝ Hold
2/27/2026
CARR
Carrier Global
Boost Price Target$59.00$71.00 ➝ $74.00Outperform ➝ Outperform
2/27/2026
NFLX
Netflix
Boost Price Target$95.00$95.00 ➝ $110.00Outperform ➝ Outperform
2/27/2026
JCI
Johnson Controls International
Boost Price Target$135.00$149.00 ➝ $161.00Outperform ➝ Outperform
2/27/2026
EMR
Emerson Electric
Lower Price Target$140.00$177.00 ➝ $176.00Outperform ➝ Outperform
2/27/2026
MMM
3M
Boost Price Target$155.00$196.00 ➝ $205.00Outperform ➝ Outperform
2/27/2026
ADSK
Autodesk
Boost Price Target$252.00$330.00 ➝ $350.00Outperform ➝ Outperform
2/27/2026
HON
Honeywell International
Upgrade$239.00 $293.00Peer Perform ➝ Outperform
2/27/2026
ITW
Illinois Tool Works
Boost Price Target$272.00$276.00 ➝ $295.00Underperform ➝ Underperform
2/26/2026
RHHBY
Roche
Reiterated Rating$53.00Outperform ➝ Outperform
2/26/2026
AI
C3.ai
Reiterated Rating$9.00 $6.00Underperform ➝ Underperform
2/26/2026
MOS
Mosaic
Lower Price Target$29.00$37.00 ➝ $36.00Outperform ➝ Outperform
2/26/2026
APA
APA
Boost Price Target$33.00$36.00 ➝ $39.00Outperform ➝ Outperform
2/26/2026
FSLR
First Solar
Downgrade$200.00Strong-Buy ➝ Hold
2/25/2026
FIS
Fidelity National Information Services
Lower Price Target$50.00$90.00 ➝ $70.00Outperform ➝ Outperform
2/25/2026
OKE
ONEOK
Downgrade$86.00Outperform ➝ Peer Perform
2/25/2026
EOG
EOG Resources
Boost Price Target$133.00$137.00 ➝ $140.00Outperform ➝ Outperform
2/25/2026
HD
Home Depot
Boost Price Target$351.00$413.00 ➝ $414.00Outperform ➝ Outperform
2/24/2026
LMND
Lemonade
Set Price Target$54.00 $44.00
2/24/2026
CNTA
Centessa Pharmaceuticals
Initiated Coverage$28.00 $40.00Outperform
2/24/2026
NBIX
Neurocrine Biosciences
Initiated Coverage$130.00 $160.00Outperform
2/23/2026
ACAD
ACADIA Pharmaceuticals
Initiated Coverage$22.00 $33.00Outperform
2/23/2026
DFTX
Definium Therapeutics
Initiated Coverage$19.00 $25.00Outperform
2/23/2026
PRAX
Praxis Precision Medicines
Initiated Coverage$296.00 $500.00Outperform
2/23/2026
DNLI
Denali Therapeutics
Initiated Coverage$22.00Peer Perform
2/23/2026
QURE
uniQure
Initiated Coverage$18.00Peer Perform
2/23/2026
STOK
Stoke Therapeutics
Initiated Coverage$38.00 $40.00Outperform
2/23/2026
UCBJF
UCB
Initiated Coverage$300.00Outperform
2/23/2026
XENE
Xenon Pharmaceuticals
Initiated Coverage$59.00 $60.00Outperform
2/23/2026
AXSM
Axsome Therapeutics
Initiated Coverage$160.00 $230.00Outperform
2/23/2026
ALKS
Alkermes
Initiated Coverage$28.00 $45.00Outperform
2/23/2026
PYPL
PayPal
Reiterated Rating$46.00Sell ➝ Sell
2/23/2026
PICS
PICS
Upgrade$14.00Strong-Buy
2/23/2026
DFTX
Definium Therapeutics
Initiated Coverage$19.00 $25.00Outperform
2/23/2026
ACAD
ACADIA Pharmaceuticals
Initiated Coverage$22.00 $33.00Outperform
2/23/2026
CNTA
Centessa Pharmaceuticals
Upgrade$28.00Strong-Buy
2/23/2026
ALKS
Alkermes
Initiated Coverage$28.00 $45.00Outperform
2/23/2026
STOK
Stoke Therapeutics
Initiated Coverage$38.00 $40.00Outperform
2/23/2026
XENE
Xenon Pharmaceuticals
Initiated Coverage$59.00 $60.00Outperform
2/23/2026
NBIX
Neurocrine Biosciences
Upgrade$130.00Strong-Buy
2/23/2026
UCBJY
UCB
Upgrade$147.00Strong-Buy
2/23/2026
AXSM
Axsome Therapeutics
Initiated Coverage$160.00 $230.00Outperform
2/23/2026
PRAX
Praxis Precision Medicines
Initiated Coverage$296.00 $500.00Outperform
2/20/2026
LYV
Live Nation Entertainment
Boost Price Target$166.00$175.00 ➝ $186.00Outperform ➝ Outperform
2/20/2026
PWR
Quanta Services
Boost Price Target$568.00$477.00 ➝ $576.00Outperform ➝ Outperform
2/19/2026
MASI
Masimo
Downgrade$175.00Strong-Buy ➝ Hold
2/18/2026
DVN
Devon Energy
Boost Price Target$45.00$57.00 ➝ $58.00Outperform ➝ Outperform
2/17/2026
CLS
Celestica
Upgrade$266.00Strong-Buy
2/17/2026
CLS
Celestica
UpgradeC$361.00Strong-Buy
2/13/2026
FBIN
Fortune Brands Innovations
Set Price Target$45.00 $64.00
2/13/2026
INSP
Inspire Medical Systems
Downgrade$60.00Outperform ➝ Peer Perform
2/13/2026
AEP
American Electric Power
Upgrade$131.00 $142.00Peer Perform ➝ Outperform
2/13/2026
FBIN
Fortune Brands Innovations
Downgrade$45.00Outperform ➝ Peer Perform
2/13/2026
HAS
Hasbro
Boost Price Target$94.00$90.00 ➝ $124.00Outperform ➝ Outperform
2/12/2026
CHEF
Chefs' Warehouse
Set Price Target$65.00 $84.00
2/12/2026
TMUS
T-Mobile US
Reiterated Rating$213.00 $255.00Outperform ➝ Outperform
2/12/2026
GILD
Gilead Sciences
Boost Price Target$146.00$155.00 ➝ $170.00Outperform ➝ Outperform
2/11/2026
DD
DuPont de Nemours
Boost Price Target$46.00$49.00 ➝ $54.00Outperform ➝ Outperform
2/10/2026
DDOG
Datadog
Lower Price Target$127.00$185.00 ➝ $160.00Outperform ➝ Outperform
2/10/2026
FDX
FedEx
Boost Price Target$361.00$355.00 ➝ $394.00Outperform ➝ Outperform
2/9/2026
MNDY
monday.com
Reiterated Rating$76.00 $95.00Outperform ➝ Outperform
2/9/2026
BIIB
Biogen
Set Price Target$190.00 $231.00
2/9/2026
NVT
nVent Electric
Upgrade$111.00Outperform
2/9/2026
TBBK
Bancorp
Set Price Target$53.00 $57.00
2/9/2026
STLA
Stellantis
Upgrade$7.00Underperform ➝ Peer Perform
2/9/2026
CWK
Cushman & Wakefield
Upgrade$12.00 $19.00Peer Perform ➝ Outperform
2/9/2026
HOOD
Robinhood Markets
Upgrade$79.00 $125.00Peer Perform ➝ Outperform
2/6/2026
CCK
Crown
Set Price Target$105.00 $115.00
2/6/2026
CCK
Crown
Downgrade$105.00Outperform ➝ Peer Perform
2/6/2026
CCI
Crown Castle
Downgrade$88.00Strong-Buy ➝ Hold