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
2/3/2023
APTV
Aptiv
Downgrade$116.00Outperform ➝ Peer PerformLow
2/3/2023
AMZN
Amazon.com
Boost Price Target$103.00$115.00 ➝ $130.00Low
2/2/2023
META
Meta Platforms
Boost Price Target$187.00$150.00 ➝ $220.00OutperformLow
2/2/2023
ODFL
Old Dominion Freight Line
Boost Price Target$371.00$291.00 ➝ $326.00UnderperformLow
1/31/2023
CWK
Cushman & Wakefield
Downgrade$15.00Outperform ➝ Peer PerformLow
1/31/2023
JLL
Jones Lang LaSalle
Downgrade$182.00Outperform ➝ Peer PerformLow
1/31/2023
WD
Walker & Dunlop
Downgrade$98.00Outperform ➝ Peer PerformLow
1/30/2023
WWE
World Wrestling Entertainment
Downgrade$90.00Outperform ➝ Peer PerformLow
1/27/2023
ALK
Alaska Air Group
Downgrade$53.00Outperform ➝ Peer PerformLow
1/27/2023
AAL
American Airlines Group
Boost Price Target$17.00$12.00 ➝ $14.00Low
1/27/2023
JBLU
JetBlue Airways
Boost Price Target$9.00$6.00 ➝ $7.00Low
1/27/2023
NOC
Northrop Grumman
Downgrade$441.00Outperform ➝ Peer PerformLow
1/26/2023
DXCM
DexCom
Initiated Coverage$108.00 $121.00OutperformN/A
1/26/2023
PODD
Insulet
Initiated Coverage$295.00Peer PerformN/A
1/26/2023
TNDM
Tandem Diabetes Care
Initiated Coverage$45.00Peer PerformN/A
1/26/2023
TSLA
Tesla
Boost Price Target$190.00$160.00 ➝ $185.00OutperformN/A
1/26/2023
NOW
ServiceNow
Boost Price Target$472.00$500.00 ➝ $510.00OutperformLow
1/25/2023
MSFT
Microsoft
Lower Price Target$258.00$280.00 ➝ $265.00OutperformLow
1/24/2023
SBAC
SBA Communications
Upgrade$298.00Underperform ➝ Peer PerformLow
1/23/2023
AIRC
Apartment Income REIT
Initiated Coverage$39.00 $39.00OutperformLow
1/20/2023
NFLX
Netflix
Boost Price Target$366.00$366.00 ➝ $417.00OutperformLow
1/18/2023
EXR
Extra Space Storage
Downgrade$163.00Outperform ➝ Peer PerformLow
1/17/2023
CUBE
CubeSmart
Initiated Coverage$47.00 $48.00OutperformLow
1/17/2023
NSA
National Storage Affiliates Trust
Initiated Coverage$42.00Peer PerformLow
1/12/2023
HAL
Halliburton
Upgrade$39.00 $51.00Underperform ➝ OutperformLow
1/12/2023
SHEL
Shell
Downgrade$58.00Outperform ➝ Peer PerformLow
1/12/2023
TTE
TotalEnergies
Upgrade$61.00 $72.00Peer Perform ➝ OutperformLow
1/12/2023
HES
Hess
Upgrade$138.00 $181.00Peer Perform ➝ OutperformLow
1/12/2023
COP
ConocoPhillips
Downgrade$108.00Outperform ➝ Peer PerformLow
1/12/2023
SLB
Schlumberger
Downgrade$53.00Outperform ➝ Peer PerformLow
1/12/2023
NOW
ServiceNow
Boost Price Target$472.00$440.00 ➝ $500.00Low
1/11/2023
PAYO
Payoneer Global
Initiated Coverage$6.00 $7.00OutperformLow
1/11/2023
SCCO
Southern Copper
Upgrade$76.00Underperform ➝ Peer PerformLow
1/10/2023
CVLG
Covenant Logistics Group
Upgrade$35.00Underperform ➝ Peer PerformLow
1/10/2023
R
Ryder System
Upgrade$98.00 $100.00Peer Perform ➝ OutperformLow
1/10/2023
PCAR
PACCAR
Downgrade$110.00Peer Perform ➝ UnderperformLow
1/10/2023
SHC
Sotera Health
Upgrade$18.00 $25.00Peer Perform ➝ OutperformLow
1/9/2023
EPD
Enterprise Products Partners
Upgrade$26.00 $27.00Peer Perform ➝ OutperformLow
1/9/2023
MPLX
Mplx
Upgrade$34.00 $36.00Peer Perform ➝ OutperformLow
1/5/2023
ETSY
Etsy
Initiated Coverage$148.00Peer PerformLow
1/5/2023
CANO
Cano Health
Downgrade$1.00Outperform ➝ Peer PerformLow
1/5/2023
SQSP
Squarespace
Initiated Coverage$24.00Peer PerformLow
1/5/2023
EPAM
EPAM Systems
Downgrade$376.00Outperform ➝ Peer PerformLow
1/5/2023
CTSH
Cognizant Technology Solutions
Downgrade$68.00 $49.00Peer Perform ➝ UnderperformLow
1/5/2023
EEFT
Euronet Worldwide
Downgrade$117.00 $98.00Peer Perform ➝ UnderperformLow
1/5/2023
ADP
Automatic Data Processing
Boost Price Target$225.00$220.00 ➝ $225.00Low
1/5/2023
AVDX
AvidXchange
Boost Price Target$11.00$10.00 ➝ $12.00Low
1/5/2023
BILL
Bill.com
Lower Price Target$95.00$190.00 ➝ $150.00Low
1/5/2023
BR
Broadridge Financial Solutions
Lower Price Target$154.00$137.00 ➝ $135.00Low
1/5/2023
FLYW
Flywire
Boost Price Target$28.00$28.00 ➝ $29.00Low
1/5/2023
FOUR
Shift4 Payments
Boost Price Target$66.00$55.00 ➝ $70.00Low
1/5/2023
GPN
Global Payments
Lower Price Target$113.00$150.00 ➝ $145.00Low
1/5/2023
MA
Mastercard
Boost Price Target$374.00$395.00 ➝ $415.00Low
1/5/2023
NU
NU
Lower Price Target$5.00$6.50 ➝ $5.00Low
1/5/2023
NVEI
Nuvei
Lower Price Target$36.00$42.00 ➝ $35.00Low
1/5/2023
V
Visa
Boost Price Target$230.00$240.00 ➝ $255.00Low
1/4/2023
MS
Morgan Stanley
Downgrade$99.00 $92.00Outperform ➝ UnderperformLow
1/4/2023
BK
Bank of New York Mellon
Upgrade$50.00 $60.00Peer Perform ➝ OutperformLow
1/4/2023
GS
The Goldman Sachs Group
Downgrade$370.00Outperform ➝ Peer PerformLow
1/3/2023
FOXA
FOX
Downgrade$35.00 $28.00Peer Perform ➝ UnderperformLow
1/3/2023
TMUS
T-Mobile US
Downgrade$145.00Outperform ➝ Peer PerformLow
12/21/2022
FRSH
Freshworks
Downgrade$16.00Outperform ➝ Peer PerformLow
12/21/2022
PLTR
Palantir Technologies
Downgrade$8.00 $4.50Peer Perform ➝ UnderperformLow
12/21/2022
RNG
RingCentral
Downgrade$45.00Outperform ➝ Peer PerformLow
12/21/2022
RBLX
Roblox
Downgrade$39.00 $24.00Market Perform ➝ UnderperformLow
12/15/2022
KALU
Kaiser Aluminum
Initiated Coverage$94.00Peer PerformLow
12/15/2022
RENT
Rent the Runway
Initiated Coverage$5.00Peer PerformLow
12/15/2022
W
Wayfair
Initiated Coverage$67.00Peer PerformLow
12/15/2022
WRBY
Warby Parker
Initiated Coverage$16.00 $20.00OutperformLow
12/15/2022
BRX
Brixmor Property Group
Upgrade$24.00 $29.00Peer Perform ➝ OutperformLow
12/14/2022
EQT
EQT
Upgrade$31.00 $59.00Peer Perform ➝ OutperformLow
12/13/2022
COUP
Coupa Software
Downgrade$80.00Outperform ➝ Peer PerformLow
12/13/2022
SPWR
SunPower
Initiated Coverage$18.00Peer PerformLow
12/12/2022
SO
Southern
Upgrade$67.00 $76.00Peer Perform ➝ OutperformLow
12/8/2022
DTE
DTE Energy
Upgrade$113.00 $125.00Peer Perform ➝ OutperformLow
12/7/2022
BKNG
Booking
Downgrade$2,455.00Outperform ➝ Peer PerformLow
12/7/2022
EXPE
Expedia Group
Downgrade$119.00 $85.00Peer Perform ➝ UnderperformLow
12/7/2022
TRIP
Tripadvisor
Downgrade$24.00 $17.00Market Perform ➝ UnderperformLow
12/7/2022
SHOP
Shopify
Downgrade$53.00Outperform ➝ Peer PerformLow
12/7/2022
CHWY
Chewy
Downgrade$49.00Outperform ➝ Peer PerformLow
12/1/2022
CRWD
CrowdStrike
Downgrade$114.00Outperform ➝ Market PerformN/A
12/1/2022
HUBB
Hubbell
Downgrade$241.00 $235.00Peer Perform ➝ UnderperformN/A
12/1/2022
RRX
Regal Rexnord
Downgrade$157.00Outperform ➝ Peer PerformN/A
12/1/2022
VNT
Vontier
Downgrade$24.00Outperform ➝ Peer PerformN/A
12/1/2022
VRT
Vertiv
Upgrade$15.00 $18.00Market Perform ➝ OutperformN/A
12/1/2022
ZBRA
Zebra Technologies
Downgrade$331.00Market Perform ➝ UnderperformLow
12/1/2022
RF
Regions Financial
Upgrade$24.00 $24.00Market Perform ➝ OutperformLow
12/1/2022
USB
U.S. Bancorp
Downgrade$49.00Outperform ➝ Peer PerformLow
12/1/2022
CMA
Comerica
Boost Price Target$75.00$79.00 ➝ $80.00Low
12/1/2022
COF
Capital One Financial
Boost Price Target$121.00$77.00 ➝ $81.00Low
12/1/2022
FRC
First Republic Bank
Lower Price Target$144.00$133.00 ➝ $131.00Low
12/1/2022
HBAN
Huntington Bancshares
Boost Price Target$15.00$13.00 ➝ $14.00Low
12/1/2022
PNC
The PNC Financial Services Group
Boost Price Target$165.00$164.00 ➝ $170.00Low
12/1/2022
SIVB
SVB Financial Group
Lower Price Target$323.00$315.00 ➝ $235.00Low
12/1/2022
CFG
Citizens Financial Group
Boost Price Target$44.00$33.00 ➝ $38.00Outperform ➝ OutperformLow
12/1/2022
EW
Edwards Lifesciences
Downgrade$82.00Outperform ➝ Market PerformLow
12/1/2022
CRM
Salesforce
Downgrade$171.00Outperform ➝ Market PerformLow
11/29/2022
TOST
Toast
Initiated Coverage$24.00 $18.00Peer PerformLow
11/29/2022
INVH
Invitation Homes
Downgrade$33.00Outperform ➝ Market PerformLow
11/29/2022
AMH
American Homes 4 Rent
Downgrade$35.00Outperform ➝ Market PerformLow