Analyst Wire — 2026-08-19

Every US sell-side action recorded on 2026-08-19 — 179 in total: 11 upgrades, 9 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 (11)

Name	Firm	Rating	Target	Call	Ours
EPR	KeyBanc	Sector Weight → Overweight	$70	Upgraded to Overweight from Sector Weight · Target set to $70 (+15.5% to spot)	—
MRNA	Bank of America Securities	Underperform → Neutral	—	Upgraded to Neutral from Underperform	—
NVDA	Morgan Stanley	Overweight → Outperform	—	Upgraded to Outperform from Overweight	Rubin · AW40
MRK	Morgan Stanley	Underperform → Overweight	$179	Upgraded to Overweight from Underperform · Target set to $179 (+17.6% to spot)	—
ADI	Bernstein	Market Perform → Outperform	$465	Upgraded to Outperform from Market Perform · Target set to $465 (+24.6% to spot)	—
MRNA	William Blair	Underperform → Outperform	—	Upgraded to Outperform from Underperform	—
FN	Fox Advisors	Equal-Weight → Outperform	—	Upgraded to Outperform from Equal-Weight	Rubin
TWFG	Morgan Stanley	Mixed → Overweight	—	Upgraded to Overweight from Mixed	—
DLTR	Jefferies	Buy → Hold	—	Upgraded to Hold from Buy	—
D	Cowen & Co.	Hold → Buy	—	Upgraded to Buy from Hold	—
BZ	Citigroup	Neutral → Buy	—	Upgraded to Buy from Neutral	—

Downgrades (9)

Name	Firm	Rating	Target	Call	Ours
NVDA	William Blair	Outperform → Underweight	—	Downgraded to Underweight from Outperform	Rubin · AW40
NVDA	RBC Capital	Outperform → Neutral	—	Downgraded to Neutral from Outperform	Rubin · AW40
WMT	Oppenheimer	Perform → Cautious	—	Downgraded to Cautious from Perform	—
DLTR	Morgan Stanley	Equal-Weight → Underweight	—	Downgraded to Underweight from Equal-Weight	—
FANG	Morgan Stanley	Overweight → Equal-Weight	—	Downgraded to Equal-Weight from Overweight	—
WEAV	B. Riley	Buy → Neutral	—	Downgraded to Neutral from Buy	—
PS	Citigroup	Buy → Neutral	—	Downgraded to Neutral from Buy	—
MD	Jefferies	Buy → Neutral	—	Downgraded to Neutral from Buy	—
WEAV	Loop Capital Markets	Buy → Hold	—	Downgraded to Hold from Buy	—

Initiations (11)

Name	Firm	Rating	Target	Call	Ours
IBM	Craig-Hallum	Buy	—	Initiated to Buy	—
SITM	Benchmark	Buy	—	Initiated to Buy	—
VVV	Benchmark	Buy	—	Initiated to Buy	—
DLTR	RBC Capital	Outperform	—	Initiated to Outperform	—
SP	UBS	Neutral → Buy	—	Initiated to Buy from Neutral	—
AGMB	Cantor Fitzgerald	Overweight	—	Initiated to Overweight	—
AFL	Wolfe Research	Underperform	—	Initiated to Underperform	—
MCK	RBC Capital	Sector Perform	—	Initiated to Sector Perform	—
COR	RBC Capital	Sector Perform	—	Initiated to Sector Perform	—
CAH	RBC Capital	Sector Perform → Outperform	—	Initiated to Outperform from Sector Perform	—
CN	BMO Capital	Outperform → Outperform	—	Initiated to Outperform from Outperform	—

Price-target moves (148)

Name	Firm	Rating	Target	Call	Ours
EL	Goldman Sachs	—	$100 → $112	Target raised to $112 from $100 (+14.3% to spot)	—
ADI	Goldman Sachs	—	$450 → $480	Target raised to $480 from $450 (+28.6% to spot)	—
CVLG	Baird	—	$50	Target set to $50 (+46% to spot)	—
WWW	Williams Trading	—	$20	Target set to $20 (-4.1% to spot)	—
MRNA	Goldman Sachs	—	$67 → $120	Target raised to $120 from $67 (-31.2% to spot)	—
TGT	DA Davidson	—	$170 → $185	Target raised to $185 from $170 (+16.3% to spot)	—
TLN	BNP Paribas	—	$595 → $560	Target cut to $560 from $595 (+73.2% to spot)	—
VST	BNP Paribas	—	$282 → $255	Target cut to $255 from $282 (+80.4% to spot)	—
NRG	BNP Paribas	—	$232 → $221	Target cut to $221 from $232 (+87.4% to spot)	—
CEG	BNP Paribas	—	$393 → $374	Target cut to $374 from $393 (+37.9% to spot)	—
TGT	Barclays	—	$115 → $140	Target raised to $140 from $115 (-13.2% to spot)	—
ANF	Telsey Advisory	—	$115 → $118	Target raised to $118 from $115 (+11.4% to spot)	—
WEST	Telsey Advisory	—	$10 → $11	Target raised to $11 from $10 (+31.1% to spot)	—
MRNA	RBC Capital	—	$45 → $130	Target raised to $130 from $45 (-14.1% to spot)	—
LGN	Tigress Financial	—	$125 → $130	Target raised to $130 from $125 (+100.4% to spot)	—
KEYS	Morgan Stanley	—	$400 → $425	Target raised to $425 from $400 (+33.1% to spot)	—
AMGN	Morgan Stanley	—	$351 → $362	Target raised to $362 from $351 (-17.8% to spot)	HALO
SNPS	Morgan Stanley	—	$525 → $500	Target cut to $500 from $525 (+23.3% to spot)	Rubin
CVX	Morgan Stanley	—	$210 → $218	Target raised to $218 from $210 (+5.1% to spot)	—
XOM	Morgan Stanley	—	$168 → $177	Target raised to $177 from $168 (+5.4% to spot)	—
COP	Morgan Stanley	—	$147 → $151	Target raised to $151 from $147 (+14.1% to spot)	—
EOG	Morgan Stanley	—	$156 → $157	Target raised to $157 from $156 (+3.8% to spot)	—
MUR	Morgan Stanley	—	$35 → $36	Target raised to $36 from $35 (-0.2% to spot)	—
OVV	Morgan Stanley	—	$65 → $67	Target raised to $67 from $65 (+2% to spot)	—
AR	Morgan Stanley	—	$48 → $49	Target raised to $49 from $48 (+31.4% to spot)	—
CRK	Morgan Stanley	—	$16 → $15	Target cut to $15 from $16 (+8.9% to spot)	—
EXE	Morgan Stanley	—	$131 → $129	Target cut to $129 from $131 (+33.8% to spot)	—
RRC	Morgan Stanley	—	$44 → $43	Target cut to $43 from $44 (+6.5% to spot)	—
WT	Northland	—	$22 → $26	Target raised to $26 from $22 (+11.1% to spot)	—
HEI	Deutsche Bank	—	$403 → $421	Target raised to $421 from $403 (+14.4% to spot)	—
INTU	Deutsche Bank	—	$530 → $425	Target cut to $425 from $530 (+16.8% to spot)	AW40
CVS	Argus	—	$104 → $114	Target raised to $114 from $104 (+19.3% to spot)	—
BDC	DA Davidson on Ruckus Acquisition	—	$170	Target set to $170 (+31.7% to spot)	—
COP	Argus	—	$136 → $153	Target raised to $153 from $136 (+16.6% to spot)	—
AMGN	Argus	—	$375 → $460	Target raised to $460 from $375 (+4.6% to spot)	HALO
KLAR	BMO Capital	—	$19 → $15	Target cut to $15 from $19 (+2.3% to spot)	—
LFST	BTIG	—	$16 → $19	Target raised to $19 from $16 (+51.3% to spot)	—
HSIC	BTIG	—	$100 → $110	Target raised to $110 from $100 (+21.4% to spot)	—
ARMK	RBC Capital	—	$60 → $70	Target raised to $70 from $60 (+16.2% to spot)	—
GPN	RBC Capital	—	$96 → $102	Target raised to $102 from $96 (+10.4% to spot)	—
MRCY	RBC Capital	—	$105 → $120	Target raised to $120 from $105 (+20.6% to spot)	—
DRH	Evercore ISI	—	$13 → $14	Target raised to $14 from $13 (+10.6% to spot)	—
HD	Bernstein SocGen Group	—	$354	Target set to $354 (+1.8% to spot)	—
HD	RBC Capital	—	$343 → $342	Target cut to $342 from $343 (-1.7% to spot)	—
KEYS	UBS	—	$420 → $440	Target raised to $440 from $420 (+36.2% to spot)	—
PANW	UBS	—	$300 → $390	Target raised to $390 from $300 (+10.2% to spot)	AEI
VIK	UBS	—	$100 → $121	Target raised to $121 from $100 (+22.6% to spot)	—
HD	UBS	—	$430 → $420	Target cut to $420 from $430 (+20.7% to spot)	—
IVR	UBS	—	$8.25 → $7.75	Target cut to $7.75 from $8.25 (+2.2% to spot)	—
ADAM	UBS	—	$8.5 → $9.5	Target raised to $9.5 from $8.5 (-6.9% to spot)	—
KLAR	Goldman Sachs	—	$25 → $22	Target cut to $22 from $25 (+49.4% to spot)	—
ELF	Canaccord	—	$97 → $110	Target raised to $110 from $97 (+18.9% to spot)	HALO
APP	Wells Fargo	—	$357 → $325	Target cut to $325 from $357 (+5.8% to spot)	AW40
OKTA	Stifel	—	$120 → $160	Target raised to $160 from $120 (+11.2% to spot)	AEI
SPSC	Needham	—	$100	Target set to $100 (+29.2% to spot)	—
LEU	UBS	—	$170 → $185	Target raised to $185 from $170 (+5.3% to spot)	—
KLAR	Morgan Stanley	—	$21 → $17	Target cut to $17 from $21 (+12.9% to spot)	—
CRWD	Mizuho	—	$175 → $240	Target raised to $240 from $175 (+12.7% to spot)	AEI
GTLB	Mizuho	—	$28 → $34	Target raised to $34 from $28 (-18.1% to spot)	—
OKTA	Mizuho	—	$125 → $145	Target raised to $145 from $125 (+0.8% to spot)	AEI
PANW	Mizuho	—	$305 → $415	Target raised to $415 from $305 (+10.9% to spot)	AEI
AMLX	Guggenheim	—	$40 → $55	Target raised to $55 from $40 (+56.7% to spot)	—
SAIL	Mizuho	—	$16 → $18	Target raised to $18 from $16 (-6.2% to spot)	AEI
SNOW	Mizuho	—	$295 → $355	Target raised to $355 from $295 (+9.1% to spot)	AEI
REXR	Mizuho	—	$35 → $38	Target raised to $38 from $35 (+2.6% to spot)	—
TRNO	Mizuho	—	$56 → $60	Target raised to $60 from $56 (-12.4% to spot)	—
KEYS	Susquehanna	—	$425 → $440	Target raised to $440 from $425 (+28.9% to spot)	—
HAE	Barrington	—	$95 → $118	Target raised to $118 from $95 (+12.8% to spot)	—
CTRI	Cantor Fitzgerald	—	$35 → $36	Target raised to $36 from $35 (+58.9% to spot)	—
BALY	Truist	—	$15 → $10	Target cut to $10 from $15 (+12.2% to spot)	—
NTSK	Oppenheimer	—	$16 → $19	Target raised to $19 from $16 (+23.6% to spot)	—
KEYS	Truist	—	$376 → $400	Target raised to $400 from $376 (+17.2% to spot)	—
JKHY	Oppenheimer	—	$208 → $209	Target raised to $209 from $208 (+36.5% to spot)	—
PYPL	Truist	—	$59 → $62	Target raised to $62 from $59 (+2.6% to spot)	—
HD	Truist	—	$369 → $373	Target raised to $373 from $369 (+10.5% to spot)	—
CFG	Cantor Fitzgerald	—	$80 → $84	Target raised to $84 from $80 (+14.3% to spot)	—
EWBC	Cantor Fitzgerald	—	$150 → $152	Target raised to $152 from $150 (+12.5% to spot)	—
HOMB	Cantor Fitzgerald	—	$30 → $31	Target raised to $31 from $30 (+0.1% to spot)	—
LOB	Cantor Fitzgerald	—	$44 → $45	Target raised to $45 from $44 (+5.6% to spot)	—
MTB	Cantor Fitzgerald	—	$262 → $285	Target raised to $285 from $262 (+13.3% to spot)	—
AKTS	Wedbush	—	$35	Target set to $35 (+40% to spot)	—
MRCY	Baird	—	$120 → $130	Target raised to $130 from $120 (+23.8% to spot)	—
CIEN	Northland	—	$500	Target set to $500 (+23.3% to spot)	—
KEYS	Baird	—	$385 → $410	Target raised to $410 from $385 (+20.1% to spot)	—
DCI	Baird	—	$95 → $105	Target raised to $105 from $95 (+11.7% to spot)	—
USAS	H.C. Wainwright	—	$9.25	Target set to $9.25 (+86.9% to spot)	—
HD	Mizuho	—	$390	Target set to $390 (+15.6% to spot)	—
LONA	Mizuho	—	$15	Target set to $15 (+83.6% to spot)	—
IOT	Truist	—	$30 → $38	Target raised to $38 from $30 (-4% to spot)	AW40
PANW	Truist	—	$375 → $435	Target raised to $435 from $375 (+16.3% to spot)	AEI
AHR	KeyBanc	—	$58 → $68	Target raised to $68 from $58 (+25% to spot)	—
OKTA	Truist	—	$120 → $165	Target raised to $165 from $120 (+14.6% to spot)	AEI
CRWD	Truist	—	$187.5 → $245	Target raised to $245 from $187.5 (+15.1% to spot)	AEI
BAND	Piper Sandler	—	$38 → $52	Target raised to $52 from $38 (-1.8% to spot)	—
MRCY	Piper Sandler	—	$126 → $131	Target raised to $131 from $126 (+24.8% to spot)	—
KEYS	Wells Fargo	—	$390 → $405	Target raised to $405 from $390 (+18.7% to spot)	—
KLAR	Wells Fargo	—	$26 → $21	Target cut to $21 from $26 (+39.4% to spot)	—
VOYA	Wells Fargo	—	$100 → $104	Target raised to $104 from $100 (+3.8% to spot)	—
SJM	Jefferies	—	$129 → $140	Target raised to $140 from $129 (+18.1% to spot)	—
RGA	Wells Fargo	—	$269 → $291	Target raised to $291 from $269 (+19.1% to spot)	—
PRU	Wells Fargo	—	$103 → $110	Target raised to $110 from $103 (-11.7% to spot)	—
MET	Wells Fargo	—	$101 → $109	Target raised to $109 from $101 (+12.7% to spot)	—
EQH	Wells Fargo	—	$60 → $64	Target raised to $64 from $60 (+25.9% to spot)	—
CRBG	Wells Fargo	—	$36 → $39	Target raised to $39 from $36 (+17.8% to spot)	—
AFL	Wells Fargo	—	$120 → $122	Target raised to $122 from $120 (+0.2% to spot)	—
DELL	Evercore ISI	—	$550	Target set to $550 (+17.4% to spot)	Rubin
PANW	Cantor Fitzgerald	—	$425	Target set to $425 (+13.6% to spot)	AEI
SJM	TD Cowen	—	$123	Target set to $123 (+3.8% to spot)	—
CRWD	Cantor Fitzgerald Post Stock Split	—	$250	Target set to $250 (+17.4% to spot)	AEI
WTW	Morgan Stanley	—	$315 → $350	Target raised to $350 from $315 (+6.7% to spot)	—
RYAN	Morgan Stanley	—	$48 → $50	Target raised to $50 from $48 (+21.2% to spot)	—
MRSH	Morgan Stanley	—	$180 → $200	Target raised to $200 from $180 (+7.3% to spot)	—
AJG	Morgan Stanley	—	$270 → $290	Target raised to $290 from $270 (+16.8% to spot)	—
AON	Morgan Stanley	—	$380 → $410	Target raised to $410 from $380 (+19.5% to spot)	—
BOW	Morgan Stanley	—	$30 → $34	Target raised to $34 from $30 (+1.6% to spot)	—
THG	Morgan Stanley	—	$235 → $240	Target raised to $240 from $235 (+8% to spot)	—
LMND	Morgan Stanley	—	$65 → $56	Target cut to $56 from $65 (+11.7% to spot)	—
CB	Morgan Stanley	—	$340 → $360	Target raised to $360 from $340 (+4.3% to spot)	—
AIZ	Morgan Stanley	—	$300 → $320	Target raised to $320 from $300 (+14.3% to spot)	—
HG	Morgan Stanley	—	$34 → $37	Target raised to $37 from $34 (+4.9% to spot)	—
RCEL	BTIG	—	$11	Target set to $11 (+11.7% to spot)	—
PANW	Stifel	—	$415	Target set to $415 (+10.9% to spot)	AEI
NTSK	Mizuho	—	$16	Target set to $16 (+4.1% to spot)	—
WRD	Morgan Stanley	—	$12	Target set to $12 (+100% to spot)	—
VNET	Morgan Stanley	—	$14	Target set to $14 (+112.8% to spot)	—
AS	Barclays	—	$49 → $50	Target raised to $50 from $49 (+48.7% to spot)	—
BALY	Barclays	—	$8 → $7	Target cut to $7 from $8 (-21.4% to spot)	—
COLL	Barclays	—	$56 → $48	Target cut to $48 from $56 (+68.4% to spot)	—
GPI	Barclays	—	$435 → $365	Target cut to $365 from $435 (+46% to spot)	—
LAD	Barclays	—	$360 → $415	Target raised to $415 from $360 (+16.4% to spot)	—
PAG	Barclays	—	$220 → $225	Target raised to $225 from $220 (+4.1% to spot)	—
SAH	Barclays	—	$92 → $87	Target cut to $87 from $92 (+12.5% to spot)	—
KEYS	Barclays	—	$387 → $429	Target raised to $429 from $387 (+25.7% to spot)	—
KLAR	Barclays	—	$20 → $16	Target cut to $16 from $20 (+6.2% to spot)	—
MCK	Barclays	—	$925 → $1000	Target raised to $1000 from $925 (+15% to spot)	—
PSA	Barclays	—	$349 → $350	Target raised to $350 from $349 (+8.3% to spot)	—
TRMB	Barclays	—	$79 → $80	Target raised to $80 from $79 (+40.4% to spot)	—
WBI	Barclays	—	$33 → $34	Target raised to $34 from $33 (+6.4% to spot)	—
NP	Morgan Stanley	—	$36	Target set to $36 (+14.3% to spot)	—
CME	Deutsche Bank	—	$270	Target set to $270 (-0.6% to spot)	HALO
HCSG	Oppenheimer	—	$28	Target set to $28 (+27.6% to spot)	—
CRCT	Goldman Sachs	—	$4.5	Target set to $4.5 (-17.9% to spot)	—
RMD	Rothschild & Co Redburn	—	$230	Target set to $230 (+4.6% to spot)	—
BIDU	BarclaysMember Login	—	$96	Target set to $96 (+5.6% to spot)	—
CRSR	Goldman Sachs	—	$11	Target set to $11 (-7.8% to spot)	—
BEKE	CLSA	—	$23.8	Target set to $23.8 (+41.1% to spot)	—
BIDU	Morgan Stanley	—	$80	Target set to $80 (-12% to spot)	—
WEAV	Loop Capital	—	$7.4	Target set to $7.4 (+1.6% to spot)	—

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