Wolfe Research — sell-side record
Wolfe Research made 37 rating actions across 31 covered names in the last 12 months, 68% of them Buy-type and 0% Sell-type. Of its 28 price targets that resolved, 24 (86%) were reached while they stood, 1 were replaced by Wolfe Research before their deadline and 3 fell short at it. 11 of its 19 Buy- and Sell-type ratings that ran a full horizon agreed with how the stock did against its sector.
49 covered names with a call from Wolfe Research in the last two years, checked through 2026-10-29. Rebuilt every morning.
By name
| Ticker | Rating actions, 12 mo | Targets reached | Replaced early | Short | Resolved | Ratings vs sector |
|---|---|---|---|---|---|---|
| AMAT | 1 | 2 (100%) | 0 | 0 | 2 | 1 of 1 |
| GOOGL | 1 | 2 (100%) | 0 | 0 | 2 | 1 of 1 |
| LLY | 1 | 2 (100%) | 0 | 0 | 2 | 1 of 1 |
| NFLX | 3 | 1 (100%) | 0 | 0 | 1 | 0 of 1 |
| ABBV | 2 | 1 (100%) | 0 | 0 | 1 | 1 of 1 |
| MRK | 2 | 1 (100%) | 0 | 0 | 1 | — |
| V | 2 | 0 (0%) | 1 | 0 | 1 | — |
| CVX | 1 | 1 (100%) | 0 | 0 | 1 | — |
| LNG | 1 | 1 (100%) | 0 | 0 | 1 | — |
| MRNA | 1 | 1 (100%) | 0 | 0 | 1 | 1 of 1 |
| MSFT | 1 | 1 (100%) | 0 | 0 | 1 | — |
| UBER | 1 | 1 (100%) | 0 | 0 | 1 | 1 of 1 |
| USB | 1 | 1 (100%) | 0 | 0 | 1 | — |
| VRTX | 1 | 1 (100%) | 0 | 0 | 1 | — |
| AMD | 0 | 1 (100%) | 0 | 0 | 1 | 1 of 1 |
| AMZN | 0 | 0 (0%) | 0 | 1 | 1 | 0 of 1 |
| DIS | 0 | 1 (100%) | 0 | 0 | 1 | 0 of 1 |
| FSLR | 0 | 1 (100%) | 0 | 0 | 1 | 0 of 1 |
| GEV | 0 | 1 (100%) | 0 | 0 | 1 | — |
| GILD | 0 | 1 (100%) | 0 | 0 | 1 | 1 of 1 |
| JNJ | 0 | 1 (100%) | 0 | 0 | 1 | 1 of 1 |
| KMI | 0 | 1 (100%) | 0 | 0 | 1 | 0 of 1 |
| ORCL | 0 | 0 (0%) | 0 | 1 | 1 | 0 of 1 |
| REGN | 0 | 0 (0%) | 0 | 1 | 1 | 0 of 1 |
| UNH | 0 | 1 (100%) | 0 | 0 | 1 | 1 of 1 |
| XOM | 2 | — | — | — | 0 | — |
| ABT | 1 | — | — | — | 0 | — |
| BAC | 1 | — | — | — | 0 | — |
| BSX | 1 | — | — | — | 0 | — |
| CRWD | 1 | — | — | — | 0 | — |
| DKNG | 1 | — | — | — | 0 | — |
| FLUT | 1 | — | — | — | 0 | — |
| HD | 1 | — | — | — | 0 | — |
| MA | 1 | — | — | — | 0 | — |
| MS | 1 | — | — | — | 0 | — |
| NRG | 1 | — | — | — | 0 | — |
| OKLO | 1 | — | — | — | 0 | — |
| PLTR | 1 | — | — | — | 0 | — |
| SHOP | 1 | — | — | — | 0 | — |
| SPCX | 1 | — | — | — | 0 | — |
| SYK | 1 | — | — | — | 0 | — |
| WMT | 1 | — | — | — | 0 | — |
| AMGN | 0 | — | — | — | 0 | — |
| EOG | 0 | — | — | — | 0 | 0 of 1 |
| HOOD | 0 | — | — | — | 0 | — |
| LRCX | 0 | — | — | — | 0 | — |
| MDT | 0 | — | — | — | 0 | — |
| PFE | 0 | — | — | — | 0 | 1 of 1 |
| PNC | 0 | — | — | — | 0 | — |
Per-name counts are small; no percentage on one name is a measure of skill.
Latest calls
| Date | Ticker | Rating | Action | Price at call | Target | Target status | Move in the 30 days before |
|---|---|---|---|---|---|---|---|
| 2026-10-22 | NFLX | Outperform → Peer Perform | downgrade | $67.05 | — | no target | -7.1% |
| 2026-09-02 | DKNG | Outperform | initiated | $24.21 | $40 | running to 2027-09-02 | +3.0% |
| 2026-09-02 | FLUT | Outperform | initiated | $101.98 | $150 | running to 2027-09-02 | -3.8% |
| 2026-08-26 | SPCX | Outperform | reiterated | $139.63 | $175 | running to 2027-08-26 | +23.0% |
| 2026-08-25 | MRNA | Underperform → Peer Perform | upgrade | $158.83 | — | no target | +193.8% |
| 2026-08-25 | MRK | Outperform | maintained | $156.45 | $180 | running to 2027-08-25 | +19.4% |
| 2026-08-25 | NFLX | Outperform | maintained | $82.23 | $95 | running to 2027-08-25 | +17.3% |
| 2026-08-25 | V | Outperform | maintained | $384.14 | $460 | running to 2027-08-25 | +8.0% |
| 2026-08-25 | MA | Outperform | maintained | $599.37 | $740 | running to 2027-08-25 | +11.1% |
| 2026-08-13 | ABT | Peer Perform → Outperform | upgrade | $111.27 | $130 | running to 2027-08-13 | +25.1% |
Other firms: Barclays · Wells Fargo · Morgan Stanley · UBS · Citigroup · RBC Capital · JPMorgan · Truist Securities · TD Cowen · Cantor Fitzgerald · Evercore ISI Group · Piper Sandler. All firms.
How calls are checked
Every call is checked on the firm's own terms. A price target is followed until its own deadline (12 months unless the firm publishes a different horizon) and ends as reached (the stock closed at or beyond it while it stood), replaced (the same firm set a new target first) or short at deadline. A rating is compared with the stock's sector SPDR ETF on total return over the rating's life, because most big-firm ratings are relative: Overweight means "beat its peers", not "go up". Hold-type ratings are tracked, not graded. A firm is numbered only with 30+ resolved targets, and a letter prints only for a firm's whole record where an exact test separates it from a coin flip. None of this is a verdict on anyone's skill, and one day is never a grade. The full method →
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