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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 → Buy—Upgraded to Buy from Neutral—
INNVKeyBancSector Weight → Overweight—Upgraded to Overweight from Sector Weight—
OICitigroupNeutral → Buy—Upgraded to Buy from Neutral—

Downgrades (4)

NameFirmRatingTargetCallOurs
EFXCitigroupBuy → Neutral—Downgraded to Neutral from Buy—
CNJefferiesBuy → Hold—Downgraded to Hold from Buy—
TEFNew StreetReduce → Sell—Downgraded to Sell from Reduce—
FRODanske BankHold → Sell—Downgraded to Sell from Hold—

Initiations (12)

NameFirmRatingTargetCallOurs
AAPLBMO CapitalBuy → Outperform—Initiated to Outperform from BuyAW40
FLUXBMO CapitalOutperform—Initiated to Outperform—
BBNXWilliam BlairMarket Perform—Initiated to Market Perform—
EFXWilliam BlairOutperform—Initiated to Outperform—
EFXBMO CapitalMarket Perform → Outperform—Initiated to Outperform from Market Perform—
EFXEvercore ISIOutperform → Outperform—Initiated to Outperform from Outperform—
GPUSBarclaysOverweight—Initiated to Overweight—
BLDRCitigroupMarket Perform—Initiated to Market Perform—
IMAH.C. WainwrightBuy → Buy—Initiated to Buy from Buy—
GTLLBank of America SecuritiesNeutral—Initiated to Neutral—
NUVBCantor FitzgeraldOverweight—Initiated to Overweight—
TNDMWilliam BlairOutperform—Initiated 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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