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
7/10/2025
VRT
Vertiv
Reiterated Rating$123.00 $155.00Outperform ➝ OutperformMedium
7/10/2025
PIPR
Piper Sandler Companies
Upgrade$301.00 $339.00Peer Perform ➝ OutperformHigh
7/10/2025
VRNA
Verona Pharma PLC American Depositary Share
Downgrade$105.00Strong-Buy ➝ HoldN/A
7/9/2025
WING
Wingstop
Initiated Coverage$328.00 $280.00OutperformLow
7/9/2025
WING
Wingstop
Upgrade$328.00Strong-BuyLow
7/9/2025
FOXA
FOX
Upgrade$55.00Underperform ➝ Peer PerformLow
7/9/2025
MDB
MongoDB
Initiated Coverage$203.00 $280.00OutperformHigh
7/8/2025
FN
Fabrinet
Initiated Coverage$291.00Peer PerformLow
7/8/2025
HLIT
Harmonic
Initiated Coverage$9.00UnderperformHigh
7/8/2025
HPE
Hewlett Packard Enterprise
Initiated Coverage$21.00Peer PerformLow
7/8/2025
LITE
Lumentum
Initiated Coverage$93.00OutperformMedium
7/8/2025
RDWR
Radware
Initiated Coverage$28.00OutperformHigh
7/8/2025
CIEN
Ciena
Upgrade$78.00Strong-BuyMedium
7/8/2025
SWK
Stanley Black & Decker
Upgrade$73.00Underperform ➝ Peer PerformHigh
7/8/2025
DOX
Amdocs
Initiated Coverage$88.00OutperformMedium
7/8/2025
AAOI
Applied Optoelectronics
Initiated Coverage$28.00Peer PerformLow
7/8/2025
ANET
Arista Networks
Initiated Coverage$109.00OutperformMedium
7/8/2025
CSCO
Cisco Systems
Initiated Coverage$68.00Peer PerformLow
7/8/2025
COHR
Coherent
Initiated Coverage$93.00OutperformN/A
7/8/2025
CSGS
CSG Systems International
Initiated Coverage$62.00Peer PerformHigh
7/8/2025
GLW
Corning
Initiated Coverage$52.00OutperformLow
7/7/2025
MSI
Motorola Solutions
Initiated Coverage$416.00Peer PerformMedium
7/7/2025
FFIV
F5
Initiated Coverage$292.00OutperformLow
7/7/2025
COMM
CommScope
Initiated Coverage$8.00Peer PerformHigh
7/7/2025
CALX
Calix
Initiated Coverage$50.00Peer PerformLow
7/7/2025
AXON
Axon Enterprise
Initiated Coverage$730.00OutperformMedium
7/7/2025
ADTN
ADTRAN
Initiated Coverage$9.00Peer PerformMedium
7/7/2025
LNT
Alliant Energy
Upgrade$62.00 $68.00Peer Perform ➝ OutperformLow
7/7/2025
CHYM
Chime Financial
Initiated Coverage$30.00 $38.00OutperformLow
7/7/2025
CMS
CMS Energy
Reiterated Rating$70.00Outperform ➝ Peer PerformMedium
7/7/2025
VOYG
Voyager Technologies
Initiated Coverage$42.00 $50.00OutperformHigh
7/3/2025
HBAN
Huntington Bancshares
Upgrade$17.00 $21.00Peer Perform ➝ OutperformLow
7/3/2025
PNC
The PNC Financial Services Group
Reiterated Rating$197.00Outperform ➝ Peer PerformLow
7/2/2025
VC
Visteon
Upgrade$111.00 $123.00Peer Perform ➝ OutperformHigh
7/2/2025
APTV
Aptiv
Downgrade$69.00Outperform ➝ Peer PerformHigh
7/2/2025
IIPR
Innovative Industrial Properties
Downgrade$56.00Outperform ➝ Peer PerformLow
7/2/2025
STLA
Stellantis
Downgrade$10.00Peer Perform ➝ UnderperformLow
7/1/2025
CHRW
C.H. Robinson Worldwide
Upgrade$99.00 $112.00Peer Perform ➝ OutperformHigh
7/1/2025
R
Ryder System
Upgrade$176.00 $159.00Peer Perform ➝ OutperformHigh
7/1/2025
VRNA
Verona Pharma PLC American Depositary Share
Initiated Coverage$105.00 $170.00OutperformHigh
6/30/2025
MDT
Medtronic
Upgrade$90.00Underperform ➝ Peer PerformLow
6/23/2025
MA
Mastercard
Set Price Target$550.00 $655.00Low
6/20/2025
CMC
Commercial Metals
Upgrade$52.00Peer Perform ➝ OutperformHigh
6/20/2025
CHTR
Charter Communications
Upgrade$392.00Underperform ➝ Peer PerformHigh
6/20/2025
TPG
TPG
Initiated Coverage$56.00 $60.00OutperformLow
6/18/2025
GGG
Graco
Initiated Coverage$88.00OutperformHigh
6/18/2025
NDSN
Nordson
Initiated Coverage$221.00Peer PerformLow
6/17/2025
CRK
Comstock Resources
Upgrade$22.00 $34.00Peer Perform ➝ OutperformHigh
6/17/2025
RNA
Avidity Biosciences
Initiated Coverage$31.00 $55.00OutperformHigh
6/17/2025
BBIO
BridgeBio Pharma
Initiated Coverage$46.00 $49.00OutperformHigh
6/17/2025
SRPT
Sarepta Therapeutics
Initiated Coverage$18.00Peer PerformLow
6/13/2025
WMB
Williams Companies
Upgrade$58.00Underperform ➝ Peer PerformLow
6/13/2025
GEV
GE Vernova
Downgrade$539.00Outperform ➝ Peer PerformMedium
6/12/2025
DDOG
Datadog
Upgrade$137.00 $150.00Peer Perform ➝ OutperformMedium
6/12/2025
CF
CF Industries
Downgrade$98.00Outperform ➝ Peer PerformLow
6/10/2025
LYV
Live Nation Entertainment
Boost Price Target$144.00$160.00 ➝ $168.00Outperform ➝ OutperformLow
6/9/2025
EIX
Edison International
Downgrade$51.00Outperform ➝ Peer PerformHigh
6/9/2025
EQIX
Equinix
Downgrade$757.00Outperform ➝ Peer PerformLow
6/8/2025
SAIA
Saia
Upgrade$303.00Hold ➝ Strong-BuyMedium
6/6/2025
BYRN
Byrna Technologies
Upgrade$23.00Strong-BuyHigh
6/6/2025
QXO
QXO
Initiated Coverage$21.00 $44.00OutperformHigh
6/3/2025
BPMC
Blueprint Medicines
Downgrade$129.00Strong-Buy ➝ HoldLow
5/30/2025
BBNX
Beta Bionics
Initiated Coverage$13.00 $20.00OutperformHigh
5/28/2025
INFA
Informatica
Downgrade$24.00Strong-Buy ➝ HoldLow
5/27/2025
X
United States Steel
Reiterated Rating$55.00Outperform ➝ Peer PerformHigh
5/27/2025
CMC
Commercial Metals
Upgrade$52.00 $50.00Peer Perform ➝ OutperformHigh
5/23/2025
NMRK
Newmark Group
Upgrade$13.00 $14.00Peer Perform ➝ OutperformLow
5/20/2025
LIVN
LivaNova
Upgrade$44.00 $60.00Peer Perform ➝ OutperformHigh
5/20/2025
UNH
UnitedHealth Group
Lower Price Target$304.00$501.00 ➝ $390.00Outperform ➝ OutperformLow
5/19/2025
XYZ
Block
Set Price Target$65.00 $75.00Low
5/19/2025
UHAL
U-Haul
Initiated Coverage$62.00Peer PerformLow
5/19/2025
CUBE
CubeSmart
Initiated Coverage$42.00 $48.00Hold ➝ OutperformLow
5/19/2025
MLTX
MoonLake Immunotherapeutics
Upgrade$49.00 $61.00Peer Perform ➝ OutperformLow
5/16/2025
NFLX
Netflix
Set Price Target$1,245.00 $1,340.00Outperform ➝ OutperformMedium
5/15/2025
PINS
Pinterest
Upgrade$35.00 $40.00Peer Perform ➝ OutperformLow
5/13/2025
FSLR
First Solar
Upgrade$162.00 $221.00Peer Perform ➝ OutperformHigh
5/13/2025
PODD
Insulet
Upgrade$289.00 $350.00Peer Perform ➝ OutperformLow
5/12/2025
FTNT
Fortinet
Initiated Coverage$99.00Peer PerformLow
5/9/2025
OC
Owens Corning
Upgrade$148.00Peer Perform ➝ OutperformLow
5/8/2025
MYGN
Myriad Genetics
Downgrade$5.00Outperform ➝ Peer PerformHigh
5/8/2025
WMG
Warner Music Group
Upgrade$30.00Strong-BuyLow
5/7/2025
VRTX
Vertex Pharmaceuticals
Downgrade$469.00Outperform ➝ Peer PerformHigh
5/6/2025
ARES
Ares Management
Set Price Target$177.00 $193.00Outperform ➝ OutperformHigh
4/30/2025
F
Ford Motor
Upgrade$12.00Underperform ➝ Peer PerformMedium
4/30/2025
LNG
Cheniere Energy
Downgrade$235.00Outperform ➝ Peer PerformHigh
4/30/2025
PFE
Pfizer
Boost Price Target$26.00$22.00 ➝ $23.00UnderperformLow
4/29/2025
SAIA
Saia
Downgrade$303.00Outperform ➝ Peer PerformLow
4/29/2025
RGEN
Repligen
Upgrade$130.00 $160.00Peer Perform ➝ OutperformHigh
4/29/2025
PODD
Insulet
Downgrade$289.00Outperform ➝ Peer PerformHigh
4/24/2025
SF
Stifel Financial
Upgrade$108.00 $108.00Peer Perform ➝ OutperformHigh
4/23/2025
GPN
Global Payments
Reiterated Rating$79.00Outperform ➝ Peer PerformLow
4/23/2025
TOST
Toast
Upgrade$43.00 $44.00Peer Perform ➝ OutperformHigh
4/23/2025
IIPR
Innovative Industrial Properties
Initiated Coverage$56.00 $57.00Hold ➝ OutperformMedium
4/23/2025
FLYW
Flywire
Reiterated Rating$11.00Outperform ➝ Peer PerformMedium
4/21/2025
PLD
Prologis
Downgrade$109.00Outperform ➝ Peer PerformMedium
4/21/2025
IMO
Imperial Oil
UpgradeC$113.00Hold ➝ Strong-BuyN/A
4/21/2025
PFE
Pfizer
Lower Price Target$26.00$25.00 ➝ $22.00UnderperformLow
4/21/2025
DIS
Walt Disney
Upgrade$120.00 $112.00Peer Perform ➝ OutperformMedium
4/21/2025
SPOT
Spotify Technology
Upgrade$709.00 $660.00Peer Perform ➝ OutperformHigh
4/21/2025
NTLA
Intellia Therapeutics
Upgrade$12.00 $21.00Peer Perform ➝ OutperformHigh