Analyst Wire — 2026-08-20

Every US sell-side action recorded on 2026-08-20 — 200 in total: 8 upgrades, 7 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 (8)

NameFirmRatingTargetCallOurs
ETSYMorgan StanleyUnderweight → OutperformUpgraded to Outperform from Underweight
ETSYBernsteinMarket Perform → OutperformUpgraded to Outperform from Market Perform
ADISeaport GlobalNeutral → BuyUpgraded to Buy from Neutral
ETSYBank of America SecuritiesNeutral → BuyUpgraded to Buy from Neutral
PONYExane BNP ParibasNeutral → OutperformUpgraded to Outperform from Neutral
PGRKeefe, Bruyette & WoodsMarket Perform → OutperformUpgraded to Outperform from Market Perform
THDeutsche BankHold → BuyUpgraded to Buy from Hold
AUUBSNeutral → BuyUpgraded to Buy from Neutral

Downgrades (7)

NameFirmRatingTargetCallOurs
TXHSBCBuy → Hold$55Downgraded to Hold from Buy · Target set to $55 (+1.5% to spot)
MSFTCitigroupBuy → UnderperformDowngraded to Underperform from BuyAW40
WBCitigroupBuy → NeutralDowngraded to Neutral from Buy
AAPCitigroupNeutral → UnderperformDowngraded to Underperform from Neutral
TJXCitigroupBuy → NeutralDowngraded to Neutral from Buy
MGHLMorgan StanleyOverweight → UnderweightDowngraded to Underweight from Overweight
WHDCitigroupBuy → NeutralDowngraded to Neutral from Buy

Initiations (24)

NameFirmRatingTargetCallOurs
IAGJefferiesHold → Buy$24Initiated to Buy from Hold · Target set to $24 (+17.1% to spot)
EGOJefferiesBuy$50Initiated to Buy · Target set to $50 (+17.2% to spot)
HLJefferiesHold$22Initiated to Hold · Target set to $22 (+5.7% to spot)
QBTSBMO CapitalOutperform$35Initiated to Outperform · Target set to $35 (+85.8% to spot)
MCHPBMO CapitalOutperform → OutperformInitiated to Outperform from Outperform
SWKSBMO CapitalPerform → Market Perform$70Initiated to Market Perform from Perform · Target set to $70 (+3% to spot)
MTSIBMO CapitalMarket Perform$335Initiated to Market Perform · Target set to $335 (+25.9% to spot)Rubin
SMTCBMO CapitalOutperform$155Initiated to Outperform · Target set to $155 (+24.1% to spot)
PIBMO CapitalOutperform$220Initiated to Outperform · Target set to $220 (+37.7% to spot)
NVDABMO CapitalBuy → Outperform$340Initiated to Outperform from Buy · Target set to $340 (+56.8% to spot)Rubin · AW40
AMDBMO CapitalOutperform → Outperform$550Initiated to Outperform from Outperform · Target set to $550 (+17.2% to spot)Rubin
ADIBMO CapitalOutperform → Outperform$430Initiated to Outperform from Outperform · Target set to $430 (+16.1% to spot)
MRVLBMO CapitalOutperform → Outperform$250Initiated to Outperform from Outperform · Target set to $250 (-0.4% to spot)Rubin
AVGOBMO CapitalOutperform → Outperform$455Initiated to Outperform from Outperform · Target set to $455 (+25% to spot)Rubin
MSFTBarclaysOverweight → OverweightInitiated to Overweight from OverweightAW40
BCALRaymond JamesOutperform$25Initiated to Outperform · Target set to $25 (+17.9% to spot)
AAPBarclaysEqual-Weight → OverweightInitiated to Overweight from Equal-Weight
PRQRBank of America SecuritiesBuyInitiated to Buy
SRZNWilliam BlairOutperformInitiated to Outperform
TGBJefferiesBuyInitiated to Buy
BTDRBarclaysOverweightInitiated to Overweight
CALCGuggenheimBuyInitiated to Buy
RERECICCOutperformInitiated to Outperform
ACOGB. RileyBuyInitiated to Buy

Price-target moves (161)

NameFirmRatingTargetCallOurs
ETNBaird$500Target set to $500 (+20.4% to spot)Rubin · Euro-AI
HUBBBaird$550Target set to $550 (+17.1% to spot)
HCATCanaccord$1.8Target set to $1.8 (+10.4% to spot)
MRTRoth Capital$4 → $3.5Target cut to $3.5 from $4 (+72.4% to spot)
FIXDA Davidson$2100Target set to $2100 (+25.5% to spot)Rubin
STRLDA Davidson$700Target set to $700 (+34.5% to spot)Rubin
ECGDA Davidson$168Target set to $168 (+34.1% to spot)
MUBMO Capital$1300Target set to $1300 (+33.4% to spot)Rubin
GAPGoldman Sachs$28 → $25Target cut to $25 from $28 (+27.2% to spot)
COTYGoldman Sachs$2.4 → $2.6Target raised to $2.6 from $2.4 (-5.5% to spot)
AAPTD Cowen$61 → $45Target cut to $45 from $61 (+6.2% to spot)
TXMorgan Stanley$65Target set to $65 (+19.9% to spot)
AAPTruist$62 → $43Target cut to $43 from $62 (+1.4% to spot)
GDRXBarclays$3 → $4Target raised to $4 from $3 (+12.4% to spot)
CCIFAlliance Global$3.75 → $3.25Target cut to $3.25 from $3.75 (+18.6% to spot)
WMTGordon Haskett$110Target set to $110 (+5.9% to spot)
MRVLRoth Capital$275 → $350Target raised to $350 from $275 (+42.1% to spot)Rubin
CTEVBarclays$28 → $40Target raised to $40 from $28 (+15.7% to spot)
ELTelsey Advisory$90 → $108Target raised to $108 from $90 (+10.5% to spot)
SPGScotiabank$220 → $222Target raised to $222 from $220 (+0.2% to spot)
HIMSBarclays$35Target set to $35 (+6.6% to spot)
MCDeutsche Bank$70 → $75Target raised to $75 from $70 (+11.3% to spot)
COFDeutsche Bank$250 → $245Target cut to $245 from $250 (+13.8% to spot)
SQMDeutsche Bank$98 → $94Target cut to $94 from $98 (+21.5% to spot)
HUNDeutsche Bank$15 → $11Target cut to $11 from $15 (+8.2% to spot)
TGTDeutsche Bank$140 → $150Target raised to $150 from $140 (-5.7% to spot)
ELDeutsche Bank$108 → $117Target raised to $117 from $108 (+20% to spot)
DASHWedbush$205 → $220Target raised to $220 from $205 (-0.3% to spot)
WIXWedbush$55 → $80Target raised to $80 from $55 (+1.2% to spot)
DUOLWedbush$139 → $150Target raised to $150 from $139 (+2.3% to spot)AW40
EXPEWedbush$334 → $417Target raised to $417 from $334 (+28.1% to spot)
PANWBMO Capital$335 → $415Target raised to $415 from $335 (+16.3% to spot)AEI
EBAYWedbush$135 → $137Target raised to $137 from $135 (+31.1% to spot)
CRTOWedbush$30 → $25Target cut to $25 from $30 (+40.7% to spot)
OKTABMO Capital$120 → $168Target raised to $168 from $120 (+22.6% to spot)AEI
FTKNorthland$38 → $32Target cut to $32 from $38 (+30.3% to spot)
NTNXOppenheimer$65 → $80Target raised to $80 from $65 (+20.9% to spot)
POppenheimer$100 → $140Target raised to $140 from $100 (+24.2% to spot)AEI
TGTTruist$147 → $167Target raised to $167 from $147 (+5.2% to spot)
MRCYTruist$109 → $120Target raised to $120 from $109 (+21.2% to spot)
YSSTruist$26 → $14Target cut to $14 from $26 (+48.5% to spot)
FISVTruist$52 → $53Target raised to $53 from $52 (+2.9% to spot)
PNTGRBC Capital$42 → $44Target raised to $44 from $42 (+11.7% to spot)
ELRBC Capital$111 → $120Target raised to $120 from $111 (+23.9% to spot)
TGTRBC Capital$166 → $178Target raised to $178 from $166 (+11.5% to spot)
JKHYRBC Capital$173 → $178Target raised to $178 from $173 (+7.7% to spot)
ELJefferies$88 → $100Target raised to $100 from $88 (+3% to spot)
BILLBMO Capital$46 → $55Target raised to $55 from $46 (+15.9% to spot)
MRKBMO Capital$142 → $170Target raised to $170 from $142 (+13.6% to spot)
AMBPDeutsche Bank$5.2Target set to $5.2 (-0.7% to spot)
FLNCGLJ Research$12.89Target set to $12.89 (+13.1% to spot)HALO
KIDSBTIG$24 → $29Target raised to $29 from $24 (+9.4% to spot)
GKOSBTIG$193 → $202Target raised to $202 from $193 (+6.6% to spot)
ADISeaport Research$425Target set to $425 (+13.9% to spot)
TOLEvercore ISI$185 → $191Target raised to $191 from $185 (+28.6% to spot)
TJXEvercore ISI$175 → $173Target cut to $173 from $175 (+19.7% to spot)
TGTEvercore ISI$150 → $170Target raised to $170 from $150 (+6.9% to spot)
SCantor Fitzgerald$24 → $26Target raised to $26 from $24 (+22% to spot)AEI
CRWDEvercore ISI$177.5 → $205Target raised to $205 from $177.5 (+1.7% to spot)AEI
OKTACantor Fitzgerald$125 → $170Target raised to $170 from $125 (+20.4% to spot)AEI
PGRRoth Capital$235 → $245Target raised to $245 from $235 (+12.8% to spot)
CRBGEvercore ISI$43 → $44Target raised to $44 from $43 (+35.1% to spot)
TGTRoth Capital$114 → $142Target raised to $142 from $114 (-10.7% to spot)
PTENMorgan Stanley$11 → $12Target raised to $12 from $11 (-0.5% to spot)
NBRMorgan Stanley$115 → $110Target cut to $110 from $115 (+19.9% to spot)
TSMorgan Stanley$65 → $60Target cut to $60 from $65 (+13% to spot)
SAILMorgan Stanley$18 → $22Target raised to $22 from $18 (+14.6% to spot)AEI
AMTMizuho$205 → $208Target raised to $208 from $205 (+19.2% to spot)
ADINeedham$440 → $450Target raised to $450 from $440 (+20.6% to spot)
INCYCanaccord$152Target set to $152 (+18.3% to spot)
NHPBaird$17 → $18Target raised to $18 from $17 (+6.6% to spot)
NIQNeedham$21Target set to $21 (+14.7% to spot)
AMTMGoldman Sachs$27 → $24Target cut to $24 from $27 (+14.1% to spot)
TRUPStifel$28 → $29Target raised to $29 from $28 (-6.8% to spot)
ZTSStifel$85 → $80Target cut to $80 from $85 (+4.3% to spot)
BULLRosenblatt$15Target set to $15 (+73.6% to spot)
ZMUBS$105 → $115Target raised to $115 from $105 (+7% to spot)
NUUBS$16.9 → $18.2Target raised to $18.2 from $16.9 (+24.6% to spot)HALO
BILLUBS$55 → $60Target raised to $60 from $55 (+25.8% to spot)
MARUBS$412 → $395Target cut to $395 from $412 (+9.7% to spot)
EQPTUBS$24 → $22Target cut to $22 from $24 (+11.8% to spot)
TGTGordon Haskett$180 → $200Target raised to $200 from $180 (+25.8% to spot)
JKHYUBS on Strong Core Execution$170Target set to $170 (+4.3% to spot)
SJMUBS$142Target set to $142 (+15.6% to spot)
TGTWells Fargo$165 → $185Target raised to $185 from $165 (+16.3% to spot)
ADIWells Fargo$515 → $500Target cut to $500 from $515 (+34% to spot)
ELWells Fargo$85 → $104Target raised to $104 from $85 (+6.1% to spot)
RAREWells Fargo$45 → $46Target raised to $46 from $45 (+75.3% to spot)
HASWells Fargo$85 → $90Target raised to $90 from $85 (-3.6% to spot)
ELBarclays$80 → $97Target raised to $97 from $80 (-1% to spot)
LZBKeyBanc$46 → $40Target cut to $40 from $46 (+18% to spot)
NDSNKeyBanc$335 → $360Target raised to $360 from $335 (+16.2% to spot)Rubin
IOVAUBS$4 → $7Target raised to $7 from $4 (-12.4% to spot)
MRVLUBS$300 → $310Target raised to $310 from $300 (+30.7% to spot)Rubin
TJXUBS$197 → $198Target raised to $198 from $197 (+37% to spot)
CPBUBS$17 → $18Target raised to $18 from $17 (-24.4% to spot)
BILLGoldman Sachs$50 → $57Target raised to $57 from $50 (+19.5% to spot)
GTLBTruist$30 → $40Target raised to $40 from $30 (-6.1% to spot)
JKHYGoldman Sachs$158 → $178Target raised to $178 from $158 (+9.2% to spot)
IQGoldman Sachs$1.6 → $1.4Target cut to $1.4 from $1.6 (+23.9% to spot)
HSAIGoldman Sachs$35 → $31Target cut to $31 from $35 (+74.5% to spot)
TEAMTruist$160 → $185Target raised to $185 from $160 (+6.2% to spot)AW40
TJXMorgan Stanley$181 → $178Target cut to $178 from $181 (+23.2% to spot)
LOWMizuho$250Target set to $250 (+13.3% to spot)
YETIMorgan Stanley$48 → $49Target raised to $49 from $48 (+11.2% to spot)
ADIMorgan Stanley$428 → $458Target raised to $458 from $428 (+22.7% to spot)
ELMorgan Stanley$90 → $102Target raised to $102 from $90 (+4.1% to spot)
TJXGordon Haskett$155Target set to $155 (+7.3% to spot)
CRVORoth Capital$9 → $7Target cut to $7 from $9 (+158.3% to spot)
BILLMorgan Stanley$55 → $60Target raised to $60 from $55 (+25.8% to spot)
ELCanaccord$90Target set to $90 (-8.2% to spot)
ELBernstein$82 → $106Target raised to $106 from $82 (+8.2% to spot)
MRKUBS$145 → $175Target raised to $175 from $145 (+15% to spot)
TOLUBS$187 → $195Target raised to $195 from $187 (+31.2% to spot)
VEEVGuggenheim$276Target set to $276 (+10% to spot)AW40
TGTGuggenheim$175Target set to $175 (+10% to spot)
OKTAGuggenheim$162Target set to $162 (+14.7% to spot)AEI
TGTBernstein$135 → $154Target raised to $154 from $135 (-3.2% to spot)
AMGNPiper Sandler$427 → $457Target raised to $457 from $427 (+3.3% to spot)HALO
BBYPiper Sandler$77 → $85Target raised to $85 from $77 (-4.7% to spot)
ELPiper Sandler$95 → $115Target raised to $115 from $95 (+17.3% to spot)
TGTPiper Sandler$146 → $153Target raised to $153 from $146 (-3.8% to spot)
MRCYCanaccord$106 → $128Target raised to $128 from $106 (+26.4% to spot)
ABBVPiper Sandler$298 → $303Target raised to $303 from $298 (+13.9% to spot)
RARECanaccord$81 → $83Target raised to $83 from $81 (+216.3% to spot)
TGTBaird$150 → $170Target raised to $170 from $150 (+6.9% to spot)
OKTAMorgan Stanley$115 → $180Target raised to $180 from $115 (+27.5% to spot)AEI
HPMorgan Stanley$36 → $41Target raised to $41 from $36 (-6.3% to spot)
EQHEvercore ISI$65 → $66Target raised to $66 from $65 (+32.1% to spot)
QNCXCraig-Hallum$68Target set to $68 (+96.7% to spot)
RLAYH.C. Wainwright$28 → $29Target raised to $29 from $28 (+39.8% to spot)
TGTGoldman Sachs$127 → $161Target raised to $161 from $127 (+1.2% to spot)
TGTMizuho$122 → $150Target raised to $150 from $122 (-5.7% to spot)
MRNAUBS$50 → $150Target raised to $150 from $50 (-14% to spot)
ETORCanaccord$65 → $53Target cut to $53 from $65 (+86% to spot)
COTYRBC Capital$3Target set to $3 (-1% to spot)
FRNMGuggenheim$21Target set to $21 (+54.1% to spot)
MISTCantor Fitzgerald$3Target set to $3 (+177.8% to spot)
MPWRArete$2013Target set to $2013 (+54.8% to spot)Rubin
AIIRaymond JamesMember Login$27Target set to $27 (+8.6% to spot)
ANTAB.Riley$7.5Target set to $7.5 (+85.2% to spot)
TGTTelsey$182Target set to $182 (+14.4% to spot)
TGTBMO Capital$160Target set to $160 (+0.6% to spot)
XERSBarclays$9 → $12Target raised to $12 from $9 (+36.7% to spot)
TJXBarclays$190 → $188Target cut to $188 from $190 (+30.1% to spot)
ADSKGuggenheim$245 → $277Target raised to $277 from $245 (+10.2% to spot)
VIKStifel$120Target set to $120 (+32.2% to spot)
SGuggenheim$28Target set to $28 (+31.3% to spot)AEI
SBACBarclays$245 → $208Target cut to $208 from $245 (+14% to spot)
JKHYBarclays$170 → $185Target raised to $185 from $170 (+13.5% to spot)
VIVMorgan Stanley$15 → $14Target cut to $14 from $15 (+21.8% to spot)
TIMBMorgan Stanley$24 → $22Target cut to $22 from $24 (+23.7% to spot)
TIGOMorgan Stanley$80 → $94Target raised to $94 from $80 (+5.9% to spot)
CCIBarclays$84Target set to $84 (+12.5% to spot)
BILLJefferies$50 → $56Target raised to $56 from $50 (+17.4% to spot)
FOXWolfe ResearchMember Login$93Target set to $93 (+54% to spot)
PGNYWells Fargo$37Target set to $37 (+44.9% to spot)
MRKRBC Capital$150Target set to $150 (-1.5% to spot)
LWAYBTIG$32Target set to $32 (+27.8% to spot)
SPHRPiper Sandler$185Target set to $185 (+15.8% to spot)
MSGEPiper Sandler$86Target set to $86 (+4.3% to spot)

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