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Analyst Wire — 2026-08-28

Every US sell-side action recorded on 2026-08-28 — 119 in total: 2 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 (2)

NameFirmRatingTargetCallOurs
AMDUBSOverweight → Buy—Upgraded to Buy from OverweightRubin
CHAMacquarieNeutral → Outperform—Upgraded to Outperform from Neutral—

Downgrades (4)

NameFirmRatingTargetCallOurs
AMDJefferiesBuy → Underweight—Downgraded to Underweight from BuyRubin
AMDWells FargoOverweight → Underweight—Downgraded to Underweight from OverweightRubin
AMDCitigroupBuy → Sell—Downgraded to Sell from BuyRubin
FINVCitigroupBuy → Neutral—Downgraded to Neutral from Buy—

Initiations (4)

NameFirmRatingTargetCallOurs
DKNGWilliam BlairMarket Perform → Outperform—Initiated to Outperform from Market Perform—
AMDMorgan StanleyNegative → Underweight—Initiated to Underweight from NegativeRubin
MRNADeutsche BankHold → Hold—Initiated to Hold from Hold—
MRNAWilliam BlairOutperform → Outperform—Initiated to Outperform from Outperform—

Price-target moves (109)

NameFirmRatingTargetCallOurs
CSIQRoth Capital—$18 → $15Target cut to $15 from $18 (+14.2% to spot)—
DCIStifel—$91 → $95Target raised to $95 from $91 (+3.8% to spot)—
NEXAScotiabank—$14 → $15Target raised to $15 from $14 (+10.4% to spot)—
WDAYMorgan Stanley—$145 → $180Target raised to $180 from $145 (-7% to spot)AW40
VCTRGoldman Sachs—$100 → $117Target raised to $117 from $100 (-3.4% to spot)—
OKTAGoldman Sachs—$126 → $203Target raised to $203 from $126 (+17.4% to spot)AEI
AFRMUBS—$90Target set to $90 (+16.1% to spot)—
BURLMorgan Stanley—$438 → $432Target cut to $432 from $438 (+49% to spot)—
GPSWells Fargo—$23Target set to $23 (-6.3% to spot)—
RAREWells Fargo—$50Target set to $50 (+90.4% to spot)—
GAPWells Fargo—$22 → $23Target raised to $23 from $22 (+10.6% to spot)—
SMorgan Stanley—$17 → $23Target raised to $23 from $17 (+1.3% to spot)AEI
WDAYWells Fargo—$215 → $225Target raised to $225 from $215 (+16.2% to spot)AW40
GPSMorgan Stanley—$23Target set to $23 (-6.3% to spot)—
LUCKStifel—$9 → $8Target cut to $8 from $9 (+27.8% to spot)—
WDAYStifel—$115 → $160Target raised to $160 from $115 (-17.3% to spot)AW40
NIQBaird—$17 → $23Target raised to $23 from $17 (+20.6% to spot)—
BURLBernstein—$365 → $355Target cut to $355 from $365 (+22.4% to spot)—
WDAYBernstein—$216 → $238Target raised to $238 from $216 (+23% to spot)AW40
BURLDeutsche Bank—$323Target set to $323 (+11.4% to spot)—
SBernstein—$19 → $21Target raised to $21 from $19 (-7.5% to spot)AEI
BURLWells Fargo—$375 → $370Target cut to $370 from $375 (+27.6% to spot)—
GNSSAscendiant—$6 → $5Target cut to $5 from $6 (+222.6% to spot)—
SStephens—$23 → $26Target raised to $26 from $23 (+14.5% to spot)AEI
WDAYPiper Sandler—$145 → $190Target raised to $190 from $145 (-1.8% to spot)AW40
CPBStephens—$21 → $20Target cut to $20 from $21 (-14.1% to spot)—
HRLStephens—$25 → $23Target cut to $23 from $25 (+8.1% to spot)—
DGPiper Sandler—$118 → $123Target raised to $123 from $118 (-2.3% to spot)—
AFRMPiper Sandler—$103 → $115Target raised to $115 from $103 (+48.4% to spot)—
ADSKPiper Sandler—$369 → $338Target cut to $338 from $369 (+24.9% to spot)—
CVRoth Capital—$9Target set to $9 (+48.5% to spot)—
MRVLGoldman Sachs—$195 → $220Target raised to $220 from $195 (-8.9% to spot)Rubin
ESTCGuggenheim—$106 → $120Target raised to $120 from $106 (+43.3% to spot)AEI
BBYGuggenheim—$90 → $95Target raised to $95 from $90 (+13.7% to spot)—
DLTRUBS—$145 → $150Target raised to $150 from $145 (+18.1% to spot)—
BBYUBS—$86 → $90Target raised to $90 from $86 (+7.7% to spot)—
RVMDGuggenheim—$240 → $275Target raised to $275 from $240 (+24.3% to spot)—
WDAYKeyBanc—$158 → $215Target raised to $215 from $158 (+11.1% to spot)AW40
STNEUBS—$15 → $13Target cut to $13 from $15 (+36% to spot)—
CHHUBS—$119 → $120Target raised to $120 from $119 (+10.6% to spot)—
TBBBUBS—$51 → $58Target raised to $58 from $51 (+19.1% to spot)—
GAPUBS—$40 → $42Target raised to $42 from $40 (+102% to spot)—
RVMDUBS—$220 → $265Target raised to $265 from $220 (+19.8% to spot)—
CSIQMizuho—$18 → $17Target cut to $17 from $18 (+21.6% to spot)—
WDAYNeedham—$180 → $230Target raised to $230 from $180 (+18.8% to spot)AW40
ULTAUBS Amid Gross Margin Decline—$710Target set to $710 (+31.5% to spot)—
RNGNeedham—$55 → $85Target raised to $85 from $55 (+24% to spot)—
AFRMRBC Capital—$96Target set to $96 (+15.3% to spot)—
CRWDArgus—$425Target set to $425 (+86.4% to spot)AEI
MRVLNeedham—$270 → $300Target raised to $300 from $270 (+24.2% to spot)Rubin
ESTCStifel as Sales Revenue Accelerate—$107Target set to $107 (+27.8% to spot)AEI
PYPLMizuho—$51Target set to $51 (-17% to spot)—
MRVLOppenheimer—$300 → $325Target raised to $325 from $300 (+34.6% to spot)Rubin
IRENCompass Point—$85Target set to $85 (+128.3% to spot)AEI
GAPBTIG—$26 → $27Target raised to $27 from $26 (+29.9% to spot)—
PYPLLoop Capital—$62 → $50Target cut to $50 from $62 (-18.7% to spot)—
AFRMOppenheimer—$100 → $104Target raised to $104 from $100 (+34.2% to spot)—
EMRMorgan Stanley—$125 → $135Target raised to $135 from $125 (-14.4% to spot)—
ETNMorgan Stanley—$500 → $520Target raised to $520 from $500 (+25% to spot)Rubin · Euro-AI
PURRChardan—$17Target set to $17 (+27.4% to spot)—
DGMorgan Stanley—$132 → $145Target raised to $145 from $132 (+15.2% to spot)—
DLTRMorgan Stanley—$130 → $145Target raised to $145 from $130 (+14.2% to spot)—
BBYMorgan Stanley—$80 → $90Target raised to $90 from $80 (+7.7% to spot)—
WDAYCantor Fitzgerald—$220 → $205Target cut to $205 from $220 (+5.3% to spot)AW40
PDCanaccord—$15Target set to $15 (+8.6% to spot)—
RBRKDA Davidson—$115Target set to $115 (+18.9% to spot)AEI
ADSKBMO Capital—$262 → $283Target raised to $283 from $262 (+11.2% to spot)—
SCanaccord—$18 → $25Target raised to $25 from $18 (+19.6% to spot)AEI
AFRMBMO Capital—$86 → $101Target raised to $101 from $86 (+18.4% to spot)—
AIZBMO Capital—$274 → $320Target raised to $320 from $274 (+11.9% to spot)—
AFRMSusquehanna—$105 → $110Target raised to $110 from $105 (+29.6% to spot)—
DGBMO Capital—$120 → $135Target raised to $135 from $120 (+9.4% to spot)—
WDAYBMO Capital—$182 → $230Target raised to $230 from $182 (+17.7% to spot)AW40
GAPMorgan Stanley—$21 → $23Target raised to $23 from $21 (-3.7% to spot)—
DTEBMO Capital—$150 → $143Target cut to $143 from $150 (+4.6% to spot)—
OKTASusquehanna—$110 → $185Target raised to $185 from $110 (+9.2% to spot)AEI
WDAYDA Davidson—$135 → $190Target raised to $190 from $135 (-2.2% to spot)AW40
WDAYJefferies—$225 → $220Target cut to $220 from $225 (+13.2% to spot)AW40
BBWDA Davidson—$60 → $37Target cut to $37 from $60 (+24.4% to spot)—
BBYDA Davidson—$90 → $95Target raised to $95 from $90 (+14.8% to spot)—
MRVLCraig-Hallum—$217 → $300Target raised to $300 from $217 (+35% to spot)Rubin
LFVNLake Street—$5 → $6Target raised to $6 from $5 (-3.1% to spot)—
RCELLake Street—$8 → $12Target raised to $12 from $8 (+14.5% to spot)—
STDNRBC Capital—$11 → $13Target raised to $13 from $11 (-11.2% to spot)—
MLMRBC Capital—$610 → $620Target raised to $620 from $610 (+17.4% to spot)—
STDNStifel—$17Target set to $17 (+16.2% to spot)—
PNorthland—$90 → $128Target raised to $128 from $90 (+34.7% to spot)AEI
JAZZRBC Capital—$277 → $299Target raised to $299 from $277 (+20.8% to spot)—
LUCKRoth Capital—$7.5 → $6.5Target cut to $6.5 from $7.5 (+2.5% to spot)—
CRWDWells Fargo—$230 → $235Target raised to $235 from $230 (+3.1% to spot)AEI
MRVLMorgan Stanley—$246Target set to $246 (+1.9% to spot)Rubin
AMZNEvercore ISIMember Login—$355Target set to $355 (+38.5% to spot)AW40
PANWJefferies—$335 → $450Target raised to $450 from $335 (+17.5% to spot)AEI
SJefferies—$25 → $26Target raised to $26 from $25 (+14.5% to spot)AEI
WDAYCapital One—$219Target set to $219 (+13.1% to spot)AW40
AVAHBarclays—$9.5 → $15Target raised to $15 from $9.5 (+8.5% to spot)—
LMRIBarclays—$9 → $13Target raised to $13 from $9 (+10.8% to spot)—
BBYBarclays—$77 → $85Target raised to $85 from $77 (+1.7% to spot)—
PBarclays—$84 → $110Target raised to $110 from $84 (+10.9% to spot)AEI
HPQBarclays—$19 → $23Target raised to $23 from $19 (-22.4% to spot)—
SBarclays—$22 → $23Target raised to $23 from $22 (+1.3% to spot)AEI
GAPBarclays—$20 → $23Target raised to $23 from $20 (+10.6% to spot)—
ULTABarclays—$647 → $645Target cut to $645 from $647 (+19.4% to spot)—
WDAYBarclays—$200 → $224Target raised to $224 from $200 (+15.7% to spot)AW40
DLTRBMO Capital—$135Target set to $135 (+6.3% to spot)—
FIVETelsey—$280Target set to $280 (+13.4% to spot)—
ULTAJefferies—$650Target set to $650 (+20.3% to spot)—
ESTCBofA Securities—$108Target set to $108 (+29% to spot)AEI
ULTAGoldman Sachs—$667Target set to $667 (+23.5% to spot)—

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