Analyst Wire — 2026-08-26

Every US sell-side action recorded on 2026-08-26 — 128 in total: 7 upgrades, 11 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 (7)

NameFirmRatingTargetCallOurs
SEDGPiper SandlerNeutral → OverweightUpgraded to Overweight from Neutral
SEDGScotiabankSector Perform → OutperformUpgraded to Outperform from Sector Perform
BNSScotiabankOutperform → PositiveUpgraded to Positive from Outperform
SEDGUBSNeutral → BuyUpgraded to Buy from Neutral
NEOGPiper SandlerNeutral → OverweightUpgraded to Overweight from Neutral
ARGXUBSNeutral → BuyUpgraded to Buy from Neutral
DTMWolfe ResearchUnderperform → OutperformUpgraded to Outperform from Underperform

Downgrades (11)

NameFirmRatingTargetCallOurs
METACitigroupStrong Buy → NeutralDowngraded to Neutral from Strong BuyAW40
INTUWolfe ResearchOutperform → Peer PerformDowngraded to Peer Perform from OutperformAW40
QFINCitigroupBuy → SellDowngraded to Sell from Buy
SEDGJefferiesUnderperform → HoldDowngraded to Hold from Underperform
SEDGWells FargoSector Perform → UnderweightDowngraded to Underweight from Sector Perform
SMUBSBuy → NeutralDowngraded to Neutral from Buy
TJXJefferiesBuy → HoldDowngraded to Hold from Buy
SAPUBSBuy → NeutralDowngraded to Neutral from BuyAW40
AUCitigroupBuy → UnderweightDowngraded to Underweight from Buy
KSMorgan StanleyOverweight → UnderweightDowngraded to Underweight from Overweight
CNMorgan StanleyPositive → UnderweightDowngraded to Underweight from Positive

Initiations (13)

NameFirmRatingTargetCallOurs
HNVRRaymond JamesMarket PerformInitiated to Market Perform
IBKRRaymond JamesMarket PerformInitiated to Market Perform
CCNERaymond JamesOutperformInitiated to Outperform
KRNYRaymond JamesOutperformInitiated to Outperform
QXLBMO CapitalOutperformInitiated to Outperform
NVDARaymond JamesStrong Buy → OutperformInitiated to Outperform from Strong BuyRubin · AW40
SEDGBenchmarkBuyInitiated to Buy
SEDGRBC CapitalSector Perform → OutperformInitiated to Outperform from Sector Perform
SEDGWolfe ResearchOutperform → OutperformInitiated to Outperform from Outperform
VMRKKeyBancSector WeightInitiated to Sector Weight
YSSCraig-HallumHold$11Initiated to Hold · Target set to $11 (+18% to spot)
EVMNNeedhamBuyInitiated to Buy
CRDLB. RileyBuy → BuyInitiated to Buy from Buy

Price-target moves (97)

NameFirmRatingTargetCallOurs
TRMDEvercore ISI$38Target set to $38 (+26.3% to spot)
LIBernstein SocGen Group$14.5Target set to $14.5 (+19.4% to spot)
CNOTexas Capital$70Target set to $70 (+27.9% to spot)
WSMJefferiesMember Login$275Target set to $275 (+15.8% to spot)
RVMDOppenheimerMember Login$260Target set to $260 (+20.7% to spot)
INTUGoldman Sachs$276 → $304Target raised to $304 from $276 (-12.1% to spot)AW40
HEIJefferies$425 → $430Target raised to $430 from $425 (+24.2% to spot)
SMPLJefferies$17 → $15Target cut to $15 from $17 (+42.3% to spot)
ANFJefferies$135 → $175Target raised to $175 from $135 (+18.4% to spot)
ANFBTIG$175Target set to $175 (+18.5% to spot)
WRNFreedom Broker$5.25Target set to $5.25 (+103.9% to spot)
ELMDFreedom Broker$50Target set to $50 (+55.3% to spot)
BHVNRaymond James$30Target set to $30 (+82.1% to spot)
LIUS Tiger Securities$16Target set to $16 (+29.9% to spot)
QFINMorgan Stanley$13Target set to $13 (+38.2% to spot)
AIIRBarclays$9 → $10Target raised to $10 from $9 (+48.7% to spot)
DKSBNP Paribas$169 → $99Target cut to $99 from $169 (-23% to spot)
JOYYJefferies$75 → $87Target raised to $87 from $75 (+16.4% to spot)
JOYYMorgan Stanley$66 → $74Target raised to $74 from $66 (-1% to spot)
PDTD Cowen$13.5Target set to $13.5 (+11.2% to spot)
SMPLTD Cowen$11Target set to $11 (+3.5% to spot)
DKSDA Davidson$260 → $205Target cut to $205 from $260 (+59.5% to spot)
MZTIDA Davidson$168 → $130Target cut to $130 from $168 (+14.1% to spot)
BOXDA Davidson$45 → $50Target raised to $50 from $45 (+50.4% to spot)
JAZZRBC Capital$277Target set to $277 (+7.6% to spot)
BZBernstein SocGen Group$19Target set to $19 (-0.7% to spot)
MSIEvercore ISI$525 → $550Target raised to $550 from $525 (+13.7% to spot)
SYREWedbush$130 → $123Target cut to $123 from $130 (+29.2% to spot)
NIMizuho$50 → $48Target cut to $48 from $50 (+17.2% to spot)
SMTCRoth Capital$190 → $220Target raised to $220 from $190 (+54.3% to spot)
INTUTruist$350 → $300Target cut to $300 from $350 (-14% to spot)AW40
JAZZMorgan Stanley$283 → $322Target raised to $322 from $283 (+25% to spot)
NCNOMorgan Stanley$23 → $25Target raised to $25 from $23 (+21.1% to spot)
SMTCMorgan Stanley$175 → $195Target raised to $195 from $175 (+38.4% to spot)
MCDArgus$320 → $310Target cut to $310 from $320 (+16.1% to spot)
LULUGoldman Sachs$122 → $111Target cut to $111 from $122 (-5.4% to spot)HALO
INTUKeyBanc$450 → $400Target cut to $400 from $450 (+15% to spot)AW40
EOGCapital One$153Target set to $153 (+5.1% to spot)
JAZZTruist$264 → $281Target raised to $281 from $264 (+9.3% to spot)
NCNOTruist$19 → $20Target raised to $20 from $19 (-2.7% to spot)
ELMDLake Street$36 → $47Target raised to $47 from $36 (+41.4% to spot)
DKSMorgan Stanley$270 → $180Target cut to $180 from $270 (+44.8% to spot)
BOXMorgan Stanley$33 → $36Target raised to $36 from $33 (+9.3% to spot)
DKSOppenheimer$270 → $150Target cut to $150 from $270 (+20.7% to spot)
INTUOppenheimer$406 → $380Target cut to $380 from $406 (+6.3% to spot)AW40
WTOppenheimer$22 → $27Target raised to $27 from $22 (+11.9% to spot)
SYREBTIG$132 → $121Target cut to $121 from $132 (+12.7% to spot)
DKSBTIG$300 → $180Target cut to $180 from $300 (+44.8% to spot)
JAZZNeedham$292 → $310Target raised to $310 from $292 (+19.1% to spot)
APPNeedham$475Target set to $475 (+53% to spot)AW40
INTUSusquehanna$427 → $415Target cut to $415 from $427 (+16.1% to spot)AW40
DELLUBS$440 → $455Target raised to $455 from $440 (+0.9% to spot)Rubin
ZMBernstein$103 → $108Target raised to $108 from $103 (+7% to spot)
ZYMEH.C. Wainwright$51 → $55Target raised to $55 from $51 (+100.2% to spot)
ADIGTruist$24Target set to $24 (+7.8% to spot)
DKSBaird$264 → $150Target cut to $150 from $264 (+20.7% to spot)
MANHBaird$218 → $260Target raised to $260 from $218 (+22% to spot)
NIMCMizuho$48Target set to $48 (-51.9% to spot)
PICSMizuho$16Target set to $16 (+47.5% to spot)
FIVEMizuho$278Target set to $278 (+7.2% to spot)
ASBPiper Sandler$34Target set to $34 (+10.3% to spot)
INTUPiper Sandler$250 → $290Target raised to $290 from $250 (-18.9% to spot)AW40
VMRKPiper Sandler$75 → $76Target raised to $76 from $75 (+12.4% to spot)
CHWYMorgan Stanley$42 → $37Target cut to $37 from $42 (+49.9% to spot)
ZMMorgan Stanley$105 → $107Target raised to $107 from $105 (+6% to spot)
VIPSMorgan Stanley$18 → $16Target cut to $16 from $18 (+13% to spot)
ARGXWells Fargo$1350 → $1415Target raised to $1415 from $1350 (+38.8% to spot)
WMBMorgan Stanley$103Target set to $103 (+44.9% to spot)
INTUStifel$275 → $300Target raised to $300 from $275 (-16.1% to spot)AW40
SMTCUBS$225 → $230Target raised to $230 from $225 (+80.4% to spot)
HRMYWolfe Research$60Target set to $60 (+54% to spot)
EXEGoldman Sachs$99 → $113Target raised to $113 from $99 (+19.4% to spot)
DKSGoldman Sachs$271 → $170Target cut to $170 from $271 (+36.8% to spot)
UGPGoldman Sachs$6.5 → $5.8Target cut to $5.8 from $6.5 (-13.4% to spot)
NCNOBarclays$22 → $23Target raised to $23 from $22 (+10.5% to spot)
INTUBarclays$443 → $408Target cut to $408 from $443 (+14.1% to spot)AW40
INTUWells Fargo$300Target set to $300 (-16.1% to spot)AW40
DKSBarclays$280 → $150Target cut to $150 from $280 (+20.7% to spot)
CPRTBarclays$26 → $25Target cut to $25 from $26 (-25% to spot)HALO
INTUMorgan Stanley$315Target set to $315 (-11.9% to spot)AW40
QFINJefferies$15.4Target set to $15.4 (+33.6% to spot)
AXGNTruist$60Target set to $60 (+20.2% to spot)
DKSTruist$135Target set to $135 (+8.6% to spot)
NKETruist$42Target set to $42 (+6.4% to spot)
DKSKGI Securities$135.1Target set to $135.1 (+8.7% to spot)
MSTRBernstein SocGen Group$350Target set to $350 (+176% to spot)
BOXUBS$37Target set to $37 (+12.4% to spot)
NCNOCitizens as Pricing Transition Hums Along$25Target set to $25 (+20.1% to spot)
FSLRDeutsche Bank$272 → $299Target raised to $299 from $272 (+44.6% to spot)HALO
ZMJefferies$118 → $116Target cut to $116 from $118 (+14.9% to spot)
PUSARoth Capital$7.5Target set to $7.5 (+98.4% to spot)
LHXJefferies$315Target set to $315 (+20.2% to spot)HALO
GDDYWells Fargo$76Target set to $76 (-23.8% to spot)
DKSTelsey Advisory$145Target set to $145 (+16.6% to spot)
TRUPPiper Sandler$32Target set to $32 (+0.5% to spot)
SYREDeutsche Bank$135 → $127Target cut to $127 from $135 (+18.3% to spot)
JAZZDeutsche Bank$300Target set to $300 (+15.3% to spot)

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