Seaport Global Securities
Seaport Global Securities is a privately held New York broker-dealer and investment bank centred on credit sales, trading and research; its equity research is published by Seaport Research Partners, a platform launched in 2021.
Activity24M
RatingsPrice targetsKey figures
- Stocks covered
- 22812M
- Actions
- 39712M
- Ratings / Price targets
- 190 / 207
- Upgrades / Downgrades
- 42 / 56
- Initiations
- 43
- Buy-rated
- 56%of 156 rated
- Median upside
- +19.4%
- Targets raised / lowered
- 65 / 26
- On record
- Jan 2014 – Sep 2026
Overview
Seaport Research Partners operates as a division of Seaport Global Securities and as an affiliated investment adviser, with offices including Chicago, New York, Houston, Costa Mesa, London and Hong Kong. Launched with 16 analysts in 2021, it had added 29 senior equity analysts and strategists covering more than 10 sectors and 64 industries by April 2026, including consumer, energy, financials, industrials, materials, technology and utilities.
The Seaport Group was founded in New York in 2001 as a distressed-debt broker by Michael Meagher and Stephen C. Smith, and began building a London-based European credit business in 2010. Effective January 2014 its owners and those of New Orleans–based investment bank Global Hunter Securities formed Seaport Global Holdings, and the two broker-dealers were combined as Seaport Global Securities during 2014. It launched Seaport Research Partners in 2021 and merged with emerging-markets bond broker Liquidity Finance in 2022.
Milestones
- 2001
The Seaport Group founded in New York as distressed-debt broker
- 2010
Starts European credit sales, trading and research business
- 2014
Combines with Global Hunter Securities as Seaport Global
- 2021
Launches Seaport Research Partners equity research platform
- 2022
Merges with emerging-markets bond broker Liquidity Finance
Firm facts
- Type
- Boutique
- Founded
- 2001
- Headquarters
- New York, United States
- Parent
- Seaport Global Holdings LLC
- Co-founder and Chief Executive Officer
- Michael Meagher
- Rating scale
- BuyNeutralSell12–18 months
- Also filed as
- Seaport global · Seaport Global
- Website
- seaportglobal.com
Research philosophy
Bold ideas are inspired by a deeper understanding of the full credit landscape.
Seaport Global says its credit research starts with the macroeconomic outlook and follows issuers across bank loans, bonds, credit default swaps, trade claims and, where relevant, equities. It focuses on issuers that may receive little attention from clients, and its salespeople and traders use the research in client discussions. As of 2026, global sales and trading head Michael Meyer says the firm does not commit its own capital to trades, which he argues keeps its interests aligned with clients.
Rating methodology
Stocks are rated Buy, Neutral or Sell with a 12–18 month outlook.
Coverage12M
Sectors
Most covered24M
| Stock | Rating | Target |
|---|---|---|
 TKO Group Holdings, Inc.TKO | Buy | $210 |
 Sphere Entertainment Co.SPHR | Buy | $191 |
 Madison Square Garden Sports Corp.MSGS | Buy | $473 |
 Netflix, Inc.NFLX | Neutral | $119 |
 Wolverine World Wide, Inc.WWW | Buy | $30 |
 Avient CorporationAVNT | Buy | $54 |
 BWX Technologies, Inc.BWXT | Buy | $245 |
 Flywire CorporationFLYW | Buy | $22 |
 IMAX CorporationIMAX | Buy | $50 |
 Intel CorporationINTC | Buy | $125 |
Most active analysts
- David Joyce19 notesIMAXLYVSPHR
- Aaron Kessler11 notesGDDYGOOGAMZN
- Jay Goldberg11 notesINTCAMATADI
- Michael Harrison10 notesESIAVNTASH
- Scott Graham7 notesBMIITRIAME
- Jeff Cantwell7 notesFLYWACIWARIS
Recent actions
| Date | Stock | Rating action | Rating | Target | Analyst |
|---|---|---|---|---|---|
| Sep 22 | SISiTime CorporationSITM | Initiate | Neutral | ||
| Sep 22 |  Marvell Technology, Inc.MRVL | Initiate | Buy | $270 | |
| Sep 22 | ONON Semiconductor CorporationON | Initiate | Buy | $100 | Jay Goldberg |
| Sep 22 | SMSemtech CorporationSMTC | Initiate | Buy | $200 | |
| Sep 18 | ETEtsy, Inc.ETSY | Initiate | Buy | ||
| Sep 17 | PAPaymentus Holdings, Inc.PAY | Initiate | Buy | $42 | |
| Sep 16 |  Paychex, Inc.PAYX | Initiate | Buy | ||
| Sep 16 | CNCN | Upgrade | Buy →Outperform |