Analyst Wire — 2026-08-17

Every US sell-side action recorded on 2026-08-17 — 192 in total: 3 upgrades, 15 downgrades, plus initiations and price-target moves, frozen as recorded.

The live wire refreshes through each trading day; this page never changes again. Third-party actions with our context — a diary, not advice.

Upgrades (3)

NameFirmRatingTargetCallOurs
HDRBC CapitalSector Perform → OutperformUpgraded to Outperform from Sector Perform
GNLBMO CapitalMarket Perform → OutperformUpgraded to Outperform from Market Perform
NYAXKeefe, Bruyette & WoodsMarket Perform → OutperformUpgraded to Outperform from Market Perform

Downgrades (15)

NameFirmRatingTargetCallOurs
HDJefferiesBuy → HoldDowngraded to Hold from Buy
IPARBWS FinancialBuy → SellDowngraded to Sell from Buy
LNTHB. RileyBuy → NeutralDowngraded to Neutral from Buy
ATAIOppenheimerOutperform → PerformDowngraded to Perform from Outperform
AAPLSeaport GlobalBuy → NeutralDowngraded to Neutral from BuyAW40
AAPLDeutsche BankBuy → HoldDowngraded to Hold from BuyAW40
ENVXWilliam BlairOutperform → Market PerformDowngraded to Market Perform from Outperform
BJWilliam BlairMixed → Market PerformDowngraded to Market Perform from Mixed
JBLUSeaport GlobalBuy → NeutralDowngraded to Neutral from Buy
WDAYBTIGBuy → NeutralDowngraded to Neutral from BuyAW40
NTSKDeutsche BankBuy → HoldDowngraded to Hold from Buy
SDeutsche BankBuy → HoldDowngraded to Hold from BuyAEI
BCSFKeefe, Bruyette & WoodsOutperform → Market PerformDowngraded to Market Perform from Outperform
ARXRaymond JamesOutperform → Market PerformDowngraded to Market Perform from Outperform
CCAPKeefe, Bruyette & WoodsOutperform → Market PerformDowngraded to Market Perform from Outperform

Initiations (8)

NameFirmRatingTargetCallOurs
TSLABMO CapitalOutperformInitiated to Outperform
AAPLGoldman SachsBuy → BuyInitiated to Buy from BuyAW40
AAPLPiper SandlerNeutral → OverweightInitiated to Overweight from NeutralAW40
AAPLBTIGNeutralInitiated to NeutralAW40
ADTBTIGNeutralInitiated to Neutral
FSSCitigroupBuyInitiated to Buy
CLBKKeefe, Bruyette & WoodsOutperformInitiated to Outperform
THMorgan StanleyOverweightInitiated to Overweight

Price-target moves (166)

NameFirmRatingTargetCallOurs
YSSJefferies$32 → $15Target cut to $15 from $32 (+40.7% to spot)
ENVXBofA Securities$5Target set to $5 (+39.1% to spot)
YSSCanaccord$13.5Target set to $13.5 (+26.6% to spot)
EYPTJefferies$30 → $8Target cut to $8 from $30 (+73.7% to spot)
ANROH.C. Wainwright$50 → $55Target raised to $55 from $50 (+62% to spot)
ACOGH.C. Wainwright$18 → $20Target raised to $20 from $18 (+127.4% to spot)
SRTSAlliance Global$6.5 → $5.5Target cut to $5.5 from $6.5 (+89% to spot)
TRNOCantor Fitzgerald on Leasing Optimism$77Target set to $77 (+13.6% to spot)
IRONMorgan Stanley$85 → $90Target raised to $90 from $85 (+14.1% to spot)
RXRXMorgan Stanley$5.5 → $5.3Target cut to $5.3 from $5.5 (+69.8% to spot)
MNPRMorgan Stanley$115 → $130Target raised to $130 from $115 (+11.9% to spot)
DEFTNorthland$1.75 → $1.25Target cut to $1.25 from $1.75 (+158.4% to spot)
GRPNNorthland$26 → $30Target raised to $30 from $26 (+44.9% to spot)
ISSCNorthland$34 → $37Target raised to $37 from $34 (+55.7% to spot)
HONJefferies$255Target set to $255 (+10.9% to spot)
PFGRaymond James$111 → $121Target raised to $121 from $111 (+5.3% to spot)
PROPRoth Capital$3 → $2Target cut to $2 from $3 (+119.4% to spot)
MGMArgus$55Target set to $55 (+26% to spot)
CGEMUBS$27Target set to $27 (+30.1% to spot)
YUMArgus$180Target set to $180 (+25.3% to spot)
SHOPSeaport Research$160 → $175Target raised to $175 from $160 (+16.5% to spot)AW40
FLYWSeaport Research$20 → $22Target raised to $22 from $20 (+20.3% to spot)
CRCLSeaport Research$145 → $100Target cut to $100 from $145 (+34.8% to spot)
CLBKBrean Capital$14Target set to $14 (+18.2% to spot)
PFGCUBS$132 → $130Target cut to $130 from $132 (+22.7% to spot)
CCOIUBS$17 → $11Target cut to $11 from $17 (+1.7% to spot)
SINDBMO Capital$16 → $19Target raised to $19 from $16 (+14.3% to spot)
PGRCantor Fitzgerald$220 → $200Target cut to $200 from $220 (-3.7% to spot)
PTGXBMO Capital$112 → $178Target raised to $178 from $112 (+15.1% to spot)
CTOSCantor Fitzgerald$13 → $14Target raised to $14 from $13 (+32.3% to spot)
BEPBMO Capital$41Target set to $41 (+18% to spot)
ALHBMO Capital$30 → $31Target raised to $31 from $30 (+26% to spot)
GEMICantor Fitzgerald$7 → $5Target cut to $5 from $7 (+45.9% to spot)
BTGOCantor Fitzgerald$15 → $13Target cut to $13 from $15 (+129.9% to spot)
TRNOCantor Fitzgerald$75 → $77Target raised to $77 from $75 (+13.3% to spot)
CVRXCantor Fitzgerald$13 → $5Target cut to $5 from $13 (+68.9% to spot)
MGYJohnson Rice$32Target set to $32 (+20.4% to spot)
EXEJohnson Rice$125Target set to $125 (+33.5% to spot)
BSINJohnson Rice$2Target set to $2 (+39.4% to spot)
HOGDA Davidson$30 → $33Target raised to $33 from $30 (+19.6% to spot)
TGTDA Davidson$155 → $170Target raised to $170 from $155 (+10.1% to spot)
AJGArgus$267 → $300Target raised to $300 from $267 (+18.4% to spot)
NTSKDeutsche$17Target set to $17 (+13.8% to spot)
SDeutsche$24Target set to $24 (+8.4% to spot)AEI
MLCOCBRE$10 → $8.5Target cut to $8.5 from $10 (+54.6% to spot)
YSWYGuggenheim$32Target set to $32 (+27.1% to spot)
CELCGuggenheim$175Target set to $175 (+90.2% to spot)
WMTGuggenheim$135Target set to $135 (+17.1% to spot)
EATPiper Sandler$166 → $240Target raised to $240 from $166 (+1.2% to spot)
YSSBaird$40 → $16Target cut to $16 from $40 (+46.4% to spot)
ELMTCanaccord$21Target set to $21 (+11.6% to spot)
QTRXCanaccord$3Target set to $3 (+15.8% to spot)
PYPLPiper Sandler$42 → $59Target raised to $59 from $42 (-4.3% to spot)
JBSStephens$18 → $17Target cut to $17 from $18 (+24.5% to spot)
ARGXPiper Sandler$1075 → $1215Target raised to $1215 from $1075 (+42.7% to spot)
BMRNPiper Sandler$82 → $88Target raised to $88 from $82 (+30.6% to spot)
GEMIRosenblatt$6Target set to $6 (+53.1% to spot)
STAAStifel After Net-Positive Earnings Call$28Target set to $28 (+7% to spot)
ENHACanaccord$6 → $5Target cut to $5 from $6 (+155.1% to spot)
COGTPiper Sandler$52 → $55Target raised to $55 from $52 (+45% to spot)
GEMINeedham$6Target set to $6 (+53.1% to spot)
SPRBGuggenheim$123 → $104Target cut to $104 from $123 (+97.6% to spot)
INCYPiper Sandler$110 → $130Target raised to $130 from $110 (+8.2% to spot)
RIGLPiper Sandler$40 → $49Target raised to $49 from $40 (+15.1% to spot)
BVSCanaccord$15 → $19Target raised to $19 from $15 (+33.2% to spot)
EROCMorgan Stanley$21 → $23Target raised to $23 from $21 (+37.6% to spot)
ENOVCanaccord$50 → $45Target cut to $45 from $50 (+72.7% to spot)
ITGMorgan Stanley$19 → $18Target cut to $18 from $19 (+38.8% to spot)
AIRJLucid Capital$7 → $10Target raised to $10 from $7 (+65.6% to spot)
AEETruist$124 → $120Target cut to $120 from $124 (+9.3% to spot)
AEPTruist$146 → $139Target cut to $139 from $146 (+10.7% to spot)
DUKTruist$138 → $135Target cut to $135 from $138 (+8.9% to spot)
PNWTruist$107 → $101Target cut to $101 from $107 (-0.5% to spot)
ITGTruist$16 → $17Target raised to $17 from $16 (+31.1% to spot)
PAARBC Capital$23 → $26Target raised to $26 from $23 (+8.8% to spot)
NHPRBC Capital$15 → $17Target raised to $17 from $15 (+3.7% to spot)
LINERBC Capital$44 → $48Target raised to $48 from $44 (+15% to spot)
AROCRBC Capital$44 → $46Target raised to $46 from $44 (+32.6% to spot)
VEEVOppenheimer$225 → $300Target raised to $300 from $225 (+23.1% to spot)AW40
AROCEvercore ISI$41 → $40Target cut to $40 from $41 (+15.3% to spot)
CNPEvercore ISI$45 → $43Target cut to $43 from $45 (+5.3% to spot)
STEMRoth Capital$11 → $6.75Target cut to $6.75 from $11 (+6.5% to spot)
CWENEvercore ISI$39 → $40Target raised to $40 from $39 (+17.2% to spot)
DEvercore ISI$67 → $70Target raised to $70 from $67 (+1.8% to spot)
EDEvercore ISI$116 → $112Target cut to $112 from $116 (+2.9% to spot)
ENPHEvercore ISI$37 → $41Target raised to $41 from $37 (+1.3% to spot)HALO
ETREvercore ISI$121 → $128Target raised to $128 from $121 (+18.7% to spot)
FSLREvercore ISI$219 → $218Target cut to $218 from $219 (-3.4% to spot)HALO
PPLEvercore ISI$44 → $42Target cut to $42 from $44 (+16.6% to spot)
XIFREvercore ISI$11 → $12Target raised to $12 from $11 (+2.1% to spot)
AREEvercore ISI$59 → $57Target cut to $57 from $59 (+18.4% to spot)
BURLEvercore ISI$375 → $400Target raised to $400 from $375 (+15.1% to spot)
ROSTEvercore ISI$265 → $276Target raised to $276 from $265 (+12.5% to spot)
HQCraig-Hallum$21Target set to $21 (+23.6% to spot)
IMUXWedbush$45Target set to $45 (+180.2% to spot)
ACADUBS$45 → $49Target raised to $49 from $45 (+73.5% to spot)
OLLIWells Fargo$115 → $100Target cut to $100 from $115 (+30.7% to spot)
DLTRWells Fargo$145 → $155Target raised to $155 from $145 (+19.8% to spot)
MRVLUBS$340 → $300Target cut to $300 from $340 (+35.1% to spot)Rubin
ABBVWells Fargo$295 → $300Target raised to $300 from $295 (+20.3% to spot)
JRVRUBS$5 → $4Target cut to $4 from $5 (-4.1% to spot)
DDSUBS$465 → $468Target raised to $468 from $465 (-16.6% to spot)
BURLUBS$440Target set to $440 (+26.6% to spot)
INTUMizuho$500 → $430Target cut to $430 from $500 (+24.4% to spot)AW40
SWells Fargo$16 → $22Target raised to $22 from $16 (-4.8% to spot)AEI
SAILWells Fargo$19 → $22Target raised to $22 from $19 (+12.6% to spot)AEI
ALABNorthland$350Target set to $350 (+8.8% to spot)Rubin
NTSKWells Fargo$13 → $17Target raised to $17 from $13 (+7.5% to spot)
AMLXMizuho$24 → $30Target raised to $30 from $24 (+38.7% to spot)
CRWDWells Fargo$181.25 → $230Target raised to $230 from $181.25 (+6% to spot)AEI
PCRXTruist$30Target set to $30 (+30.4% to spot)
HDStifel$320 → $340Target raised to $340 from $320 (+0.3% to spot)
PANWWells Fargo$420 → $475Target raised to $475 from $420 (+23.6% to spot)AEI
VEEVStifel$230 → $275Target raised to $275 from $230 (+12.8% to spot)AW40
GEMIMizuho$7Target set to $7 (+78.6% to spot)
HRIWells Fargo$218Target set to $218 (+25.6% to spot)
STWDWells Fargo$21 → $20Target cut to $20 from $21 (+22.7% to spot)
LDOSWells Fargo$120 → $165Target raised to $165 from $120 (+14.7% to spot)
GEMIGoldman Sachs$4 → $3.5Target cut to $3.5 from $4 (-10.7% to spot)
RAPPRaymond James$75Target set to $75 (+58.2% to spot)
AVBPH.C. Wainwright$44 → $47Target raised to $47 from $44 (+59.3% to spot)
PRAXRaymond James$945Target set to $945 (+157.6% to spot)
RDDTRaymond James$205Target set to $205 (+15.2% to spot)AW40
REGNLeerink$641 → $824Target raised to $824 from $641 (+2.6% to spot)HALO
PANWTD Cowen$400Target set to $400 (+4.1% to spot)AEI
ODYSChardan$7.15Target set to $7.15 (+79.6% to spot)
CRCBarclays$77 → $74Target cut to $74 from $77 (+38.8% to spot)
CVXBarclays$216 → $208Target cut to $208 from $216 (+4% to spot)
COPBarclays$155 → $150Target cut to $150 from $155 (+18.3% to spot)
DVNBarclays$62 → $58Target cut to $58 from $62 (+26.5% to spot)
FANGBarclays$232 → $221Target cut to $221 from $232 (+9.2% to spot)
EOGBarclays$153 → $147Target cut to $147 from $153 (+3.1% to spot)
EXEBarclays$110 → $107Target cut to $107 from $110 (+12.9% to spot)
XOMBarclays$182 → $177Target cut to $177 from $182 (+10.6% to spot)
OXYBarclays$75 → $71Target cut to $71 from $75 (+21.7% to spot)
RRCBarclays$43 → $40Target cut to $40 from $43 (-0.8% to spot)
CPTBarclays$122 → $123Target raised to $123 from $122 (+11.5% to spot)
ELSBarclays$68 → $69Target raised to $69 from $68 (+5.2% to spot)
FRTBarclays$120 → $123Target raised to $123 from $120 (+3.9% to spot)
MAABarclays$147 → $146Target cut to $146 from $147 (+9.4% to spot)
PECOBarclays$45 → $46Target raised to $46 from $45 (+13.6% to spot)
REGBarclays$90 → $92Target raised to $92 from $90 (+19.9% to spot)
SPGBarclays$213 → $215Target raised to $215 from $213 (-2.1% to spot)
SKTBarclays$41 → $42Target raised to $42 from $41 (+9.2% to spot)
BYNDBarclays$50 → $10Target cut to $10 from $50 (-25.8% to spot)
BMRNBarclays$105 → $111Target raised to $111 from $105 (+64.8% to spot)
CBREBarclays$180 → $183Target raised to $183 from $180 (+19.7% to spot)
CWKBarclays$15 → $16Target raised to $16 from $15 (+11.1% to spot)
JLLBarclays$368 → $401Target raised to $401 from $368 (+6.9% to spot)
NMRKBarclays$19 → $20Target raised to $20 from $19 (+31.1% to spot)
DCHBarclays$8 → $9Target raised to $9 from $8 (+33.7% to spot)
OKTABarclays$120 → $170Target raised to $170 from $120 (+15.3% to spot)AEI
WDAYDeutsche Bank$220Target set to $220 (+10.7% to spot)AW40
JCAPKeefe Bruyette$28 → $30Target raised to $30 from $28 (+25% to spot)
PLSENeedham$58Target set to $58 (+30.2% to spot)
FRNMBTIG$17Target set to $17 (+47.1% to spot)
ONTOGoldman Sachs$400Target set to $400 (+20.6% to spot)Rubin
AAPLRothschild & Co Redburn$400Target set to $400 (+30.7% to spot)AW40
BORRSEB Equities$3.55Target set to $3.55 (-19.9% to spot)
BCSFKeefe Bruyette$13Target set to $13 (+3.6% to spot)
FRNMJefferies$17Target set to $17 (+47.1% to spot)
HBANWells Fargo$23Target set to $23 (+28.4% to spot)
OKTAWells Fargo$180Target set to $180 (+22.1% to spot)AEI
SUNBWells Fargo$96Target set to $96 (+13.2% to spot)
SOFIPiper Sandler$22Target set to $22 (+20.3% to spot)
DAVEPiper Sandler$390Target set to $390 (+16.6% to spot)

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