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Analyst Wire — 2026-08-19

Every US sell-side action recorded on 2026-08-19 — 51 in total: 2 upgrades, 3 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 (2)

NameFirmRatingTargetCallOurs
MRNABank of America SecuritiesUnderperform → Neutral—Upgraded to Neutral from Underperform—
NVDAMorgan StanleyOverweight → Outperform—Upgraded to Outperform from OverweightRubin · AW40

Downgrades (3)

NameFirmRatingTargetCallOurs
NVDAWilliam BlairOutperform → Underweight—Downgraded to Underweight from OutperformRubin · AW40
NVDARBC CapitalOutperform → Neutral—Downgraded to Neutral from OutperformRubin · AW40
WMTOppenheimerPerform → Cautious—Downgraded to Cautious from Perform—

Initiations (3)

NameFirmRatingTargetCallOurs
IBMCraig-HallumBuy—Initiated to Buy—
SITMBenchmarkBuy—Initiated to Buy—
VVVBenchmarkBuy—Initiated to Buy—

Price-target moves (43)

NameFirmRatingTargetCallOurs
EPRKeyBanc—$70Target set to $70 (+15.5% to spot)—
ELGoldman Sachs—$100 → $112Target raised to $112 from $100 (+14.3% to spot)—
ADIGoldman Sachs—$450 → $480Target raised to $480 from $450 (+28.6% to spot)—
CVLGBaird—$50Target set to $50 (+46% to spot)—
WWWWilliams Trading—$20Target set to $20 (-4.1% to spot)—
MRNAGoldman Sachs—$67 → $120Target raised to $120 from $67 (-31.2% to spot)—
TGTDA Davidson—$170 → $185Target raised to $185 from $170 (+16.3% to spot)—
MRKMorgan Stanley—$179Target set to $179 (+17.6% to spot)—
ADIBernstein—$465Target set to $465 (+24.6% to spot)—
TLNBNP Paribas—$595 → $560Target cut to $560 from $595 (+73.2% to spot)—
VSTBNP Paribas—$282 → $255Target cut to $255 from $282 (+80.4% to spot)—
NRGBNP Paribas—$232 → $221Target cut to $221 from $232 (+87.4% to spot)—
CEGBNP Paribas—$393 → $374Target cut to $374 from $393 (+37.9% to spot)—
TGTBarclays—$115 → $140Target raised to $140 from $115 (-13.2% to spot)—
ANFTelsey Advisory—$115 → $118Target raised to $118 from $115 (+11.4% to spot)—
WESTTelsey Advisory—$10 → $11Target raised to $11 from $10 (+31.1% to spot)—
MRNARBC Capital—$45 → $130Target raised to $130 from $45 (-14.1% to spot)—
LGNTigress Financial—$125 → $130Target raised to $130 from $125 (+100.4% to spot)—
KEYSMorgan Stanley—$400 → $425Target raised to $425 from $400 (+33.1% to spot)—
AMGNMorgan Stanley—$351 → $362Target raised to $362 from $351 (-17.8% to spot)HALO
SNPSMorgan Stanley—$525 → $500Target cut to $500 from $525 (+23.3% to spot)Rubin
CVXMorgan Stanley—$210 → $218Target raised to $218 from $210 (+5.1% to spot)—
XOMMorgan Stanley—$168 → $177Target raised to $177 from $168 (+5.4% to spot)—
COPMorgan Stanley—$147 → $151Target raised to $151 from $147 (+14.1% to spot)—
EOGMorgan Stanley—$156 → $157Target raised to $157 from $156 (+3.8% to spot)—
MURMorgan Stanley—$35 → $36Target raised to $36 from $35 (-0.2% to spot)—
OVVMorgan Stanley—$65 → $67Target raised to $67 from $65 (+2% to spot)—
ARMorgan Stanley—$48 → $49Target raised to $49 from $48 (+31.4% to spot)—
CRKMorgan Stanley—$16 → $15Target cut to $15 from $16 (+8.9% to spot)—
EXEMorgan Stanley—$131 → $129Target cut to $129 from $131 (+33.8% to spot)—
RRCMorgan Stanley—$44 → $43Target cut to $43 from $44 (+6.5% to spot)—
WTNorthland—$22 → $26Target raised to $26 from $22 (+11.1% to spot)—
HEIDeutsche Bank—$403 → $421Target raised to $421 from $403 (+14.4% to spot)—
INTUDeutsche Bank—$530 → $425Target cut to $425 from $530 (+16.8% to spot)AW40
AMGNArgus—$375 → $460Target raised to $460 from $375 (+4.6% to spot)HALO
KLARBMO Capital—$19 → $15Target cut to $15 from $19 (+2.3% to spot)—
LFSTBTIG—$16 → $19Target raised to $19 from $16 (+51.3% to spot)—
HSICBTIG—$100 → $110Target raised to $110 from $100 (+21.4% to spot)—
ARMKRBC Capital—$60 → $70Target raised to $70 from $60 (+16.2% to spot)—
GPNRBC Capital—$96 → $102Target raised to $102 from $96 (+10.4% to spot)—
MRCYRBC Capital—$105 → $120Target raised to $120 from $105 (+20.6% to spot)—
DRHEvercore ISI—$13 → $14Target raised to $14 from $13 (+10.6% to spot)—
HDBernstein SocGen Group—$354Target set to $354 (+1.8% to spot)—

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