Analyst Wire — 2026-08-27

Every US sell-side action recorded on 2026-08-27 — 251 in total: 8 upgrades, 9 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
ENBCIBCNeutral → OutperformUpgraded to Outperform from Neutral
AUJefferiesHold → BuyUpgraded to Buy from Hold
AUGoldman SachsPositive → BuyUpgraded to Buy from Positive
PBank of America SecuritiesNeutral → BuyUpgraded to Buy from NeutralAEI
OKTABank of America SecuritiesBuy → NeutralUpgraded to Neutral from BuyAEI
SUIBank of America SecuritiesUnderperform → NeutralUpgraded to Neutral from Underperform
MACPiper SandlerNeutral → OverweightUpgraded to Overweight from Neutral
SQMCitigroupNeutral → BuyUpgraded to Buy from Neutral

Downgrades (9)

NameFirmRatingTargetCallOurs
VIPSNomuraBuy → Neutral$14Downgraded to Neutral from Buy · Target set to $14 (+4.4% to spot)
FSLRDeutsche BankBuy → HoldDowngraded to Hold from BuyHALO
FSLRCitigroupBuy → NeutralDowngraded to Neutral from BuyHALO
FSLRBMO CapitalOutperform → Market PerformDowngraded to Market Perform from OutperformHALO
ANFCitigroupBuy → NeutralDowngraded to Neutral from Buy
CELHDeutsche BankBuy → HoldDowngraded to Hold from BuyHALO
NVODeutsche BankHold → SellDowngraded to Sell from HoldHALO
OMABBradescoOutperform → NeutralDowngraded to Neutral from Outperform
RFDeutsche BankReduce → Hold$34Downgraded to Hold from Reduce · Target set to $34 (+10.7% to spot)

Initiations (10)

NameFirmRatingTargetCallOurs
BPRaymond JamesOutperform → Market PerformInitiated to Market Perform from Outperform
FSLRRaymond JamesMarket Perform → Market PerformInitiated to Market Perform from Market PerformHALO
FSLRH.C. WainwrightBuyInitiated to BuyHALO
VRCALake StreetBuy$9Initiated to Buy · Target set to $9 (+80% to spot)
AMKRBank of America SecuritiesBuyInitiated to BuyRubin
ODTXH.C. WainwrightBuy$44Initiated to Buy · Target set to $44 (+71.7% to spot)
ASNDH.C. WainwrightBuy$345Initiated to Buy · Target set to $345 (+37.9% to spot)
TSATRBC CapitalOutperformInitiated to Outperform
PREB. RileyBuyInitiated to Buy
TTMacquarieOutperform → OutperformInitiated to Outperform from Outperform

Price-target moves (224)

NameFirmRatingTargetCallOurs
VTEXJefferies$5.1Target set to $5.1 (+44.5% to spot)
LUCKTexas Capital Securities$10Target set to $10 (+59.7% to spot)
AWells Fargo$160 → $180Target raised to $180 from $160 (+14.1% to spot)
UMBFRaymond James$165Target set to $165 (+14.2% to spot)
TMCStifel$10Target set to $10 (+96.5% to spot)
TMCRStifel$10Target set to $10 (+59.2% to spot)
VCTRGoldman Sachs$100 → $117Target raised to $117 from $100 (-3.4% to spot)
JKSRoth Capital$25 → $16Target cut to $16 from $25 (+18.4% to spot)
PBRBradesco BBI$20Target set to $20 (+9.6% to spot)
BBYTruist$95 → $100Target raised to $100 from $95 (+19.7% to spot)
LUCKJefferies$12 → $10Target cut to $10 from $12 (+59.7% to spot)
PURRCantor Fitzgerald$18.4 → $22.6Target raised to $22.6 from $18.4 (+76.1% to spot)
BILIMorgan Stanley$31 → $27Target cut to $27 from $31 (+61% to spot)
IHGBerenberg$157 → $178Target raised to $178 from $157 (+9% to spot)
INTUFreedom Broker$370Target set to $370 (+6.4% to spot)AW40
MDXGCraig-Hallum$6 → $8Target raised to $8 from $6 (+76.4% to spot)
ABarclays$150 → $175Target raised to $175 from $150 (+10.8% to spot)
SEDGJefferies$45 → $31Target cut to $31 from $45 (-7.3% to spot)
ANFTelsey Advisory$118 → $165Target raised to $165 from $118 (+10.4% to spot)
VEEVTruist$262 → $305Target raised to $305 from $262 (+5.9% to spot)AW40
KSSTelsey Advisory$17 → $18Target raised to $18 from $17 (-1% to spot)
OKTATruist$165 → $200Target raised to $200 from $165 (+20.4% to spot)AEI
NVDATruist$307 → $346Target raised to $346 from $307 (+53.1% to spot)Rubin · AW40
TBBBScotiabank$48 → $65Target raised to $65 from $48 (+31.1% to spot)
IRMTruist$140 → $155Target raised to $155 from $140 (+26.6% to spot)
DEATruist$24 → $26Target raised to $26 from $24 (+5.1% to spot)
SJMJPMorgan$139 → $149Target raised to $149 from $139 (+12.5% to spot)
ATD Cowen$180Target set to $180 (+14% to spot)
VEEVPiper SandlerMember Login$320Target set to $320 (+11.7% to spot)AW40
CRWDDA Davidson$191.25 → $245Target raised to $245 from $191.25 (+11.6% to spot)AEI
PMorgan Stanley$108 → $119Target raised to $119 from $108 (+22.8% to spot)AEI
NVDANeedham$270 → $300Target raised to $300 from $270 (+33.5% to spot)Rubin · AW40
WSMMorgan Stanley$210 → $240Target raised to $240 from $210 (-0.6% to spot)
BRZEOppenheimer$30 → $36Target raised to $36 from $30 (+6.2% to spot)
NAVNOppenheimer$30 → $35Target raised to $35 from $30 (+15.4% to spot)
HEIStifel$390 → $410Target raised to $410 from $390 (+22.5% to spot)
OKTAOppenheimer$170 → $190Target raised to $190 from $170 (+14% to spot)AEI
NTNXOppenheimer$80 → $85Target raised to $85 from $80 (+21.2% to spot)
CRWDRaymond James$188 → $240Target raised to $240 from $188 (+7.4% to spot)AEI
PRaymond James$97 → $122Target raised to $122 from $97 (+24.3% to spot)AEI
VEEVRBC Capital$275 → $325Target raised to $325 from $275 (+10.3% to spot)AW40
WTRaymond James$20 → $26Target raised to $26 from $20 (+3.6% to spot)
VEEVRaymond James$225 → $330Target raised to $330 from $225 (+11.6% to spot)AW40
PRRaymond James$26 → $29Target raised to $29 from $26 (+27.4% to spot)
RVMDRaymond James$230 → $248Target raised to $248 from $230 (+12.5% to spot)
SJMRBC Capital$135 → $150Target raised to $150 from $135 (+14.5% to spot)
TRGPRBC Capital$312 → $338Target raised to $338 from $312 (+16.1% to spot)
BBWIDeutsche Bank$23 → $22Target cut to $22 from $23 (+21.7% to spot)
PSusquehanna$120 → $145Target raised to $145 from $120 (+50.2% to spot)AEI
URBNMorgan Stanley$89 → $90Target raised to $90 from $89 (+11.6% to spot)
OKTARBC Capital$166 → $195Target raised to $195 from $166 (+18.5% to spot)AEI
NTNXRBC Capital$84 → $90Target raised to $90 from $84 (+27.7% to spot)
OOMALake Street$23 → $25Target raised to $25 from $23 (+1.7% to spot)
NVDARBC Capital$300 → $330Target raised to $330 from $300 (+46.3% to spot)Rubin · AW40
PLake Street$94 → $120Target raised to $120 from $94 (+21.8% to spot)AEI
CRWDRBC Capital$256 → $260Target raised to $260 from $256 (+16.7% to spot)AEI
NTNXNorthland$47 → $70Target raised to $70 from $47 (-1% to spot)
ARBC Capital$155 → $185Target raised to $185 from $155 (+16.5% to spot)
FDSRBC Capital$240 → $304Target raised to $304 from $240 (+0.6% to spot)
THNorthland$24 → $25Target raised to $25 from $24 (+33.5% to spot)
RVMDRBC Capital$203 → $251Target raised to $251 from $203 (+13.7% to spot)
OKTADA Davidson$165 → $190Target raised to $190 from $165 (+41.3% to spot)AEI
SLDBCantor Fitzgerald$16 → $26Target raised to $26 from $16 (+167.5% to spot)
WSMEvercore ISI$240 → $245Target raised to $245 from $240 (+3.2% to spot)
VEEVEvercore ISI$185 → $250Target raised to $250 from $185 (+2.2% to spot)AW40
SJMEvercore ISI$125 → $150Target raised to $150 from $125 (+14.6% to spot)
RVMDEvercore ISI$230 → $320Target raised to $320 from $230 (+48.5% to spot)
OKTAEvercore ISI$130 → $185Target raised to $185 from $130 (+37.6% to spot)AEI
NVDAEvercore ISI$413 → $465Target raised to $465 from $413 (+121.8% to spot)Rubin · AW40
OKTACantor Fitzgerald$170 → $200Target raised to $200 from $170 (+48.8% to spot)AEI
DYCantor Fitzgerald$654 → $476Target cut to $476 from $654 (+53.1% to spot)
CRWDEvercore ISI$205 → $210Target raised to $210 from $205 (+11% to spot)AEI
AEvercore ISI$148 → $172Target raised to $172 from $148 (+10.8% to spot)
SJMBernstein$137 → $157Target raised to $157 from $137 (+19.9% to spot)
CRWDRoth Capital$200Target set to $200 (+5.7% to spot)AEI
CRWDBernstein$103 → $119Target raised to $119 from $103 (-37.1% to spot)AEI
OKTABernstein$141 → $143Target raised to $143 from $141 (+6.4% to spot)AEI
OKTARoth Capital$119 → $155Target raised to $155 from $119 (+15.3% to spot)AEI
ABernstein$155 → $180Target raised to $180 from $155 (+16% to spot)
BBWIMorgan Stanley$22 → $20Target cut to $20 from $22 (+5.8% to spot)
CRWDStifel on Strong Print$240Target set to $240 (+26.9% to spot)AEI
VEEVMorgan Stanley$215 → $275Target raised to $275 from $215 (+12.4% to spot)AW40
VEEVBMO Capital$175 → $270Target raised to $270 from $175 (+10.3% to spot)AW40
CRWDMorgan Stanley$227 → $238Target raised to $238 from $227 (+25.8% to spot)AEI
HPQBernstein$27 → $32Target raised to $32 from $27 (+4.8% to spot)
OKTARaymond James$115 → $185Target raised to $185 from $115 (+37.6% to spot)AEI
OKTAMorgan Stanley$180 → $200Target raised to $200 from $180 (+48.8% to spot)AEI
CRWDBMO Capital$186.25 → $235Target raised to $235 from $186.25 (+24.2% to spot)AEI
OKTABTIG$167 → $187Target raised to $187 from $167 (+39.1% to spot)AEI
DYCantor Fitzgerald on Guidance Cut$476Target set to $476 (+53.1% to spot)
NTNXNeedham$85Target set to $85 (+30% to spot)
OKTANeedham$140 → $200Target raised to $200 from $140 (+21.3% to spot)AEI
MDTNeedhamMember Login$114Target set to $114 (+23.9% to spot)
CRWDNeedham$250Target set to $250 (+32.1% to spot)AEI
CRWDBTIG$237 → $245Target raised to $245 from $237 (+29.5% to spot)AEI
CRWDGoldman Sachs$208 → $230Target raised to $230 from $208 (+21.6% to spot)AEI
JKSGoldman Sachs$15 → $11Target cut to $11 from $15 (-19.5% to spot)
ANFGoldman Sachs$124 → $160Target raised to $160 from $124 (+8.3% to spot)
AGoldman Sachs$155 → $175Target raised to $175 from $155 (+12.8% to spot)
ANFMorgan Stanley$87 → $134Target raised to $134 from $87 (-9.3% to spot)
VEEVMizuho$270 → $280Target raised to $280 from $270 (+14.4% to spot)AW40
SPGMizuho$211 → $226Target raised to $226 from $211 (+4.1% to spot)
CRWDUBS$235 → $250Target raised to $250 from $235 (+32.1% to spot)AEI
HEIUBS$382 → $396Target raised to $396 from $382 (+14.4% to spot)
HPQUBS$26 → $28Target raised to $28 from $26 (-8.3% to spot)
OKTAUBS$150 → $200Target raised to $200 from $150 (+48.8% to spot)AEI
PUBS$70 → $80Target raised to $80 from $70 (-26.5% to spot)AEI
PGRUBS$225 → $234Target raised to $234 from $225 (+5.2% to spot)
URBNUBS$80 → $82Target raised to $82 from $80 (-1.1% to spot)
VEEVUBS$190 → $290Target raised to $290 from $190 (+18.5% to spot)AW40
WSMUBS$190 → $247Target raised to $247 from $190 (+4% to spot)
YPFUBS$48 → $55Target raised to $55 from $48 (+9.4% to spot)
TXUBS$56 → $59Target raised to $59 from $56 (+7% to spot)
METARosenblatt$886Target set to $886 (+53.8% to spot)AW40
GGBUBS$5.7 → $6.1Target raised to $6.1 from $5.7 (+36.8% to spot)
CASYUBS$945 → $925Target cut to $925 from $945 (+14.6% to spot)
DKSUBS$275 → $178Target cut to $178 from $275 (+37.3% to spot)
DYUBS$611 → $525Target cut to $525 from $611 (+68.9% to spot)
OLLIUBS$87 → $85Target cut to $85 from $87 (+14.4% to spot)
SNPSMizuho$600 → $550Target cut to $550 from $600 (+34.1% to spot)Rubin
AGROUBS$15.2 → $13.2Target cut to $13.2 from $15.2 (+19.1% to spot)
ANFUBS$153 → $185Target raised to $185 from $153 (+25.2% to spot)
GWREGuggenheim$180 → $210Target raised to $210 from $180 (+9.9% to spot)
NVDARaymond James$352 → $515Target raised to $515 from $352 (+145.6% to spot)Rubin · AW40
VEEVGuggenheim$276 → $310Target raised to $310 from $276 (+26.7% to spot)AW40
NVDAUBS$280 → $300Target raised to $300 from $280 (+43.1% to spot)Rubin · AW40
DTEMizuho$164 → $152Target cut to $152 from $164 (+10.4% to spot)
VEEVCanaccord$220 → $260Target raised to $260 from $220 (+6.3% to spot)AW40
AMLXGuggenheim$57Target set to $57 (+53.7% to spot)
CRWDScotiabank$250Target set to $250 (+32.1% to spot)AEI
OKTAScotiabank$190Target set to $190 (+41.3% to spot)AEI
CRMOppenheimer$275Target set to $275 (+33.7% to spot)AW40
PRITruist$320Target set to $320 (+6.3% to spot)
DOCNTruist$175Target set to $175 (+52.2% to spot)AEI
SJMBarclays$125 → $145Target raised to $145 from $125 (+10.8% to spot)
LNTJefferies$80Target set to $80 (+16.1% to spot)
RVMDH.C. Wainwright$195 → $280Target raised to $280 from $195 (+30% to spot)
PWells Fargo$97 → $135Target raised to $135 from $97 (+24% to spot)AEI
SJMWells Fargo$129 → $144Target raised to $144 from $129 (+10% to spot)
DYWells Fargo$650 → $550Target cut to $550 from $650 (+76.9% to spot)
CRWDKeyBanc$240 → $245Target raised to $245 from $240 (+29.5% to spot)AEI
OKTATD Cowen$175Target set to $175 (+30.2% to spot)AEI
CRWDBaird$230Target set to $230 (+21.6% to spot)AEI
DRIKeyBanc$228 → $237Target raised to $237 from $228 (+8.2% to spot)
DYKeyBanc$610 → $423Target cut to $423 from $610 (+36.1% to spot)
OKTAKeyBanc$180 → $190Target raised to $190 from $180 (+41.3% to spot)AEI
VEEVNeedham$310Target set to $310 (+26.7% to spot)AW40
WSMKeyBanc$250 → $270Target raised to $270 from $250 (+13.7% to spot)
BBWIWells Fargo$26 → $24Target cut to $24 from $26 (+27% to spot)
PNeedham$140Target set to $140 (+28.6% to spot)AEI
NVDARosenblatt$390Target set to $390 (+86% to spot)Rubin · AW40
BXPPiper Sandler$90 → $88Target cut to $88 from $90 (+25.2% to spot)
CSRPiper Sandler$60 → $58Target cut to $58 from $60 (+8.6% to spot)
LINEPiper Sandler$46 → $44Target cut to $44 from $46 (+8.5% to spot)
BBWIBaird$25 → $23Target cut to $23 from $25 (+21.7% to spot)
VEEVPiper Sandler$295 → $320Target raised to $320 from $295 (+30.8% to spot)AW40
KSSBaird$19 → $20Target raised to $20 from $19 (+11.4% to spot)
PPiper Sandler$92 → $133Target raised to $133 from $92 (+22.1% to spot)AEI
NTNXPiper Sandler$60 → $75Target raised to $75 from $60 (+14.7% to spot)
LIPiper Sandler$15 → $13Target cut to $13 from $15 (+7.1% to spot)
MESOPiper Sandler$35 → $39Target raised to $39 from $35 (+131.6% to spot)
AStifel$170 → $180Target raised to $180 from $170 (+16% to spot)
AESIPiper Sandler$19 → $15Target cut to $15 from $19 (+24.3% to spot)
LBRTPiper Sandler$34 → $30Target cut to $30 from $34 (+62.1% to spot)
PUMPPiper Sandler$18 → $15Target cut to $15 from $18 (+41.1% to spot)
SEIPiper Sandler$80 → $82Target raised to $82 from $80 (+58.3% to spot)
OKTAPiper Sandler$105 → $160Target raised to $160 from $105 (+19% to spot)AEI
NVDAStifel$282 → $315Target raised to $315 from $282 (+50.2% to spot)Rubin · AW40
OKTABaird$175 → $185Target raised to $185 from $175 (+37.6% to spot)AEI
SMTCNorthland$182Target set to $182 (+29.3% to spot)
ATRCPiper Sandler$50 → $60Target raised to $60 from $50 (+24.6% to spot)
SMTCBaird$225 → $300Target raised to $300 from $225 (+113.1% to spot)
VEEVBaird$260 → $300Target raised to $300 from $260 (+22.6% to spot)AW40
NVDAOppenheimer$265 → $315Target raised to $315 from $265 (+50.2% to spot)Rubin · AW40
NVDAMorgan Stanley$288 → $300Target raised to $300 from $288 (+43.1% to spot)Rubin · AW40
CRWDCanaccord$185 → $210Target raised to $210 from $185 (+11% to spot)AEI
ELFCanaccord$110 → $123Target raised to $123 from $110 (+15% to spot)HALO
OKTAGuggenheim$162 → $188Target raised to $188 from $162 (+39.9% to spot)AEI
OKTACanaccord$115 → $175Target raised to $175 from $115 (+30.2% to spot)AEI
VEEVBarclays$275 → $315Target raised to $315 from $275 (+28.7% to spot)AW40
SNOWBarclays$285 → $332Target raised to $332 from $285 (+5.3% to spot)AEI
OKTABarclays$170 → $180Target raised to $180 from $170 (+33.9% to spot)AEI
BZBarclays$19 → $20Target raised to $20 from $19 (+6.2% to spot)
ZIMBarclays$17 → $20Target raised to $20 from $17 (-27.6% to spot)
RHPBarclays$130 → $147Target raised to $147 from $130 (+12.7% to spot)
RLJBarclays$9.5 → $11Target raised to $11 from $9.5 (-4% to spot)
PEBBarclays$15 → $14Target cut to $14 from $15 (-23.8% to spot)
PKBarclays$12 → $14Target raised to $14 from $12 (-12.1% to spot)
DRHBarclays$12 → $14Target raised to $14 from $12 (+10.9% to spot)
BBWIBarclays$23 → $22Target cut to $22 from $23 (+16.4% to spot)
ANFBarclays$114 → $155Target raised to $155 from $114 (+4.9% to spot)
BWXTWells Fargo$170Target set to $170 (+11% to spot)HALO
NTNXWells Fargo$65Target set to $65 (-0.6% to spot)
WSMTelsey$260Target set to $260 (+9.5% to spot)
XPLRJefferies$16Target set to $16 (+167.1% to spot)
VEEVJefferies$295Target set to $295 (+20.6% to spot)AW40
OKTAStifel$180Target set to $180 (+33.9% to spot)AEI
LUDeutsche Bank$1.4Target set to $1.4 (+7.7% to spot)
CRMDA Davidson$200Target set to $200 (-2.7% to spot)AW40
SJMStifel$132Target set to $132 (+0.8% to spot)
TIGRJefferies$7.7Target set to $7.7 (+41% to spot)
MIRMMarket Outperform by Citizens$137Target set to $137 (+39.1% to spot)
THDeutsche Bank$22 → $23Target raised to $23 from $22 (+37.1% to spot)
SJMDeutsche Bank$107 → $125Target raised to $125 from $107 (-4.5% to spot)
LTCDeutsche Bank$55Target set to $55 (+35.7% to spot)
OOMAAlliance Global$24 → $27Target raised to $27 from $24 (+31.3% to spot)
OKTAJefferies$200Target set to $200 (+48.8% to spot)AEI
CRWDMizuho$250Target set to $250 (+32.1% to spot)AEI
CHHMizuho$106Target set to $106 (-3.5% to spot)
SMABMO Capital$38Target set to $38 (+11.9% to spot)
EXRBMO Capital$170Target set to $170 (+18% to spot)
TCBXPiper Sandler$53Target set to $53 (+19.5% to spot)
WATPiper Sandler$480Target set to $480 (+15.9% to spot)
FFINPiper Sandler$35Target set to $35 (+4% to spot)
NVDAGoldman Sachs$300Target set to $300 (+43.1% to spot)Rubin · AW40
NVDAJPMorgan$320Target set to $320 (+52.6% to spot)Rubin · AW40
METATruist Securities$763Target set to $763 (+32.4% to spot)AW40
NVDAMizuho$315Target set to $315 (+50.2% to spot)Rubin · AW40
NVDAMelius$420Target set to $420 (+100.3% to spot)Rubin · AW40
NVDABernstein SocGen GroupMember Login$400Target set to $400 (+90.8% to spot)Rubin · AW40
CRWDJefferiesMember Login$240Target set to $240 (+26.9% to spot)AEI
SWMorgan Stanley$57 → $58Target raised to $58 from $57 (+17.8% to spot)
OMABBradesco BBI$110Target set to $110 (+7% to spot)
HRZNCompass Point$5.5Target set to $5.5 (+14.8% to spot)

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