Analyst Wire — 2026-08-21

Every US sell-side action recorded on 2026-08-21 — 117 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
OICitigroupNeutral → BuyUpgraded to Buy from Neutral
INNVKeyBancSector Weight → OverweightUpgraded to Overweight from Sector Weight

Downgrades (4)

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

Initiations (12)

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

Price-target moves (98)

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

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