Analyst Wire — 2026-08-21

Every US sell-side action recorded on 2026-08-21 — 119 in total: 3 upgrades, 4 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
RFILB. RileyNeutral → BuyUpgraded to Buy from Neutral
INNVKeyBancSector Weight → OverweightUpgraded to Overweight from Sector Weight
OICitigroupNeutral → BuyUpgraded to Buy from Neutral

Downgrades (4)

NameFirmRatingTargetCallOurs
EFXCitigroupBuy → NeutralDowngraded to Neutral from Buy
CNJefferiesBuy → HoldDowngraded to Hold from Buy
TEFNew StreetReduce → SellDowngraded to Sell from Reduce
FRODanske BankHold → SellDowngraded to Sell from Hold

Initiations (12)

NameFirmRatingTargetCallOurs
AAPLBMO CapitalBuy → OutperformInitiated to Outperform from BuyAW40
FLUXBMO CapitalOutperformInitiated to Outperform
BBNXWilliam BlairMarket PerformInitiated to Market Perform
EFXWilliam BlairOutperformInitiated to Outperform
EFXBMO CapitalMarket Perform → OutperformInitiated to Outperform from Market Perform
EFXEvercore ISIOutperform → OutperformInitiated to Outperform from Outperform
GPUSBarclaysOverweightInitiated to Overweight
BLDRCitigroupMarket PerformInitiated to Market Perform
IMAH.C. WainwrightBuy → BuyInitiated to Buy from Buy
GTLLBank of America SecuritiesNeutralInitiated to Neutral
NUVBCantor FitzgeraldOverweightInitiated to Overweight
TNDMWilliam BlairOutperformInitiated to Outperform

Price-target moves (100)

NameFirmRatingTargetCallOurs
WMTJefferies$150 → $120Target cut to $120 from $150 (+15.7% to spot)
AVAHRBC Capital$10 → $16Target raised to $16 from $10 (+21.6% to spot)
SRRKWedbush$58 → $64Target raised to $64 from $58 (+14.3% to spot)
WMTDeutsche Bank$120 → $113Target cut to $113 from $120 (+9.9% to spot)
ROSTDeutsche Bank$283 → $294Target raised to $294 from $283 (+22.4% to spot)
COTYDeutsche Bank$2 → $3Target raised to $3 from $2 (+12.6% to spot)
FLUXRoth Capital$2 → $1.6Target cut to $1.6 from $2 (+151.7% to spot)
WMTWolfe Research$115Target set to $115 (+10.7% to spot)
COCHH.C. Wainwright$2.5 → $2Target cut to $2 from $2.5 (+166.5% to spot)
MATWTruist$24Target set to $24 (+10.8% to spot)
CRWDKeyBanc$234 → $240Target raised to $240 from $234 (+26.1% to spot)AEI
NTSKKeyBanc$16 → $17.5Target raised to $17.5 from $16 (+21.7% to spot)
OKTAKeyBanc$175 → $180Target raised to $180 from $175 (+34.2% to spot)AEI
ZSKeyBanc$185 → $210Target raised to $210 from $185 (+20% to spot)AEI
EROKGoldman Sachs$24 → $27Target raised to $27 from $24 (+3.2% to spot)
PRAXGoldman Sachs$470 → $575Target raised to $575 from $470 (+57.7% to spot)
CRWVGoldman Sachs$121 → $139Target raised to $139 from $121 (+54.9% to spot)AEI
AAPGoldman Sachs$54 → $49Target cut to $49 from $54 (+15.6% to spot)
MRKGoldman Sachs$140 → $160Target raised to $160 from $140 (+7.2% to spot)
APPPiper Sandler$385 → $325Target cut to $325 from $385 (+5.3% to spot)AW40
CRWDScotiabankMember Login$227Target set to $227 (+19.3% to spot)AEI
WMTPiper Sandler$137 → $128Target cut to $128 from $137 (+23.3% to spot)
LOWGuggenheim$275Target set to $275 (+26.5% to spot)
HTBStephensMember Login$57Target set to $57 (+22% to spot)
CCIFLucid Capital$4 → $3.5Target cut to $3.5 from $4 (+26.8% to spot)
ROSTUBS$232 → $239Target raised to $239 from $232 (+4.4% to spot)
AAPUBS$65 → $47Target cut to $47 from $65 (+10.9% to spot)
ROSTWells Fargo$245 → $248Target raised to $248 from $245 (+8.3% to spot)
AAPWells Fargo$60 → $50Target cut to $50 from $60 (+18% to spot)
PMTUBS$11.25 → $10Target cut to $10 from $11.25 (+6.5% to spot)
RWTUBS$7 → $6.5Target cut to $6.5 from $7 (+36.8% to spot)
ROSTBaird$250 → $270Target raised to $270 from $250 (+17.9% to spot)
WMTBaird$120Target set to $120 (+15.6% to spot)
RAREMorgan Stanley$67 → $74Target raised to $74 from $67 (+192.3% to spot)
HAEBaird$96 → $119Target raised to $119 from $96 (+10% to spot)
DEBaird$525 → $640Target raised to $640 from $525 (+3.1% to spot)HALO
NDSNBaird$328 → $351Target raised to $351 from $328 (+4.9% to spot)Rubin
ADSKBaird$312 → $325Target raised to $325 from $312 (+29.5% to spot)
FTAIMorgan Stanley$319 → $360Target raised to $360 from $319 (+82% to spot)
BABABaird$164 → $160Target cut to $160 from $164 (+22.6% to spot)
RVMDBernstein$151 → $179Target raised to $179 from $151 (-15.5% to spot)
ROSTTruist$290 → $310Target raised to $310 from $290 (+35.4% to spot)
ROSTBernstein$230 → $240Target raised to $240 from $230 (+4.8% to spot)
RITMUBS on Higher for Longer Rates$14Target set to $14 (+37.8% to spot)
PWedbush$105 → $127Target raised to $127 from $105 (+15.3% to spot)AEI
SLDBTruist$20Target set to $20 (+119.8% to spot)
WMTTruist$140 → $114Target cut to $114 from $140 (+9.8% to spot)
MDXHBTIG$4 → $2Target cut to $2 from $4 (+177.8% to spot)
WMTRBC Capital$131Target set to $131 (+26.2% to spot)
SNDXUBS as Revuforj New Starts Decline$33Target set to $33 (+67.1% to spot)
DKNGCBRE$24 → $27Target raised to $27 from $24 (+7.9% to spot)
AAPRBC Capital$52Target set to $52 (+22.3% to spot)
AAPBMO Capital$65 → $50Target cut to $50 from $65 (+17.2% to spot)
WMTBMO Capital$145 → $126Target cut to $126 from $145 (+23% to spot)
MRVLOppenheimer$250 → $300Target raised to $300 from $250 (+22.7% to spot)Rubin
HSYRBC Capital$212 → $206Target cut to $206 from $212 (+9.7% to spot)
OSISOppenheimer$320 → $300Target cut to $300 from $320 (+50.9% to spot)
MPLXRBC Capital$60 → $64Target raised to $64 from $60 (+9.6% to spot)
NDSNOppenheimer$335 → $370Target raised to $370 from $335 (+10.2% to spot)Rubin
AEPMorgan Stanley$139 → $135Target cut to $135 from $139 (+8.6% to spot)
LYTSOppenheimer$30 → $29Target cut to $29 from $30 (+41.7% to spot)
CMSMorgan Stanley$80 → $79Target cut to $79 from $80 (+13.2% to spot)
EDMorgan Stanley$105 → $101Target cut to $101 from $105 (-6.6% to spot)
DTEMorgan Stanley$153 → $148Target cut to $148 from $153 (+7.4% to spot)
ETRMorgan Stanley$109 → $105Target cut to $105 from $109 (-1.9% to spot)
WMTTD Cowen$125Target set to $125 (+22% to spot)
ROKDA Davidson$500 → $490Target cut to $490 from $500 (+12.7% to spot)Rubin
AAPTD Cowen$45Target set to $45 (+5.6% to spot)
AAPDA Davidson$58 → $48Target cut to $48 from $58 (+12.6% to spot)
IDAMorgan Stanley$156 → $151Target cut to $151 from $156 (+8.4% to spot)
NEEMorgan Stanley$116 → $114Target cut to $114 from $116 (+34.1% to spot)
NTESBernstein SocGen Group$160Target set to $160 (+25.6% to spot)
OGEMorgan Stanley$51 → $49Target cut to $49 from $51 (+5.3% to spot)
PNWMorgan Stanley$97 → $94Target cut to $94 from $97 (-5.3% to spot)
PEGMorgan Stanley$93 → $91Target cut to $91 from $93 (+22.7% to spot)
PMNRoth Capital$30 → $29Target cut to $29 from $30 (+91.4% to spot)
TLNMorgan Stanley$508 → $503Target cut to $503 from $508 (+61.1% to spot)
AAPRoth Capital$57 → $48Target cut to $48 from $57 (+11.4% to spot)
RDDTMorgan Stanley$240 → $210Target cut to $210 from $240 (+36.7% to spot)AW40
ROSTMorgan Stanley$231 → $234Target raised to $234 from $231 (-1.8% to spot)
ICGBenchmark$3 → $2Target cut to $2 from $3 (+119.8% to spot)
OSISRoth Capital$310 → $274Target cut to $274 from $310 (+38.4% to spot)
ROSTEvercore ISI$276 → $290Target raised to $290 from $276 (+21.4% to spot)
WMTEvercore ISI$140 → $125Target cut to $125 from $140 (+21.8% to spot)
WMTRaymond James$135 → $130Target cut to $130 from $135 (+26.6% to spot)
AMPRaymond James$582 → $638Target raised to $638 from $582 (+14.3% to spot)
ROSTJefferies$265 → $285Target raised to $285 from $265 (+19.6% to spot)
DEJPMorgan$585Target set to $585 (-6.6% to spot)HALO
WMTGoldman Sachs$130Target set to $130 (+25.2% to spot)
AAPBarclays$59 → $50Target cut to $50 from $59 (+18% to spot)
BABABarclays$195 → $200Target raised to $200 from $195 (+53.2% to spot)
ACELWells Fargo$14Target set to $14 (+15.7% to spot)
ROSTBarclays$260 → $298Target raised to $298 from $260 (+30.1% to spot)
WMTGuggenheim$130Target set to $130 (+25.2% to spot)
WMTDA Davidson$132Target set to $132 (+27.1% to spot)
BALYMacquarieMember Login$11Target set to $11 (+12% to spot)
ROSTCiti$290Target set to $290 (+26.6% to spot)
VMRKWells Fargo$72Target set to $72 (+10.5% to spot)
FTHNeedham$56Target set to $56 (+74.5% to spot)
MDBEvercore ISI$525Target set to $525 (+24.9% to spot)AEI

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