Analyst Wire — 2026-08-28

Every US sell-side action recorded on 2026-08-28 — 133 in total: 6 upgrades, 5 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 (6)

NameFirmRatingTargetCallOurs
CHAMacquarieNeutral → OutperformUpgraded to Outperform from Neutral
AMDUBSOverweight → BuyUpgraded to Buy from OverweightRubin
MRVLRaymond JamesStrong Buy → BuyUpgraded to Buy from Strong BuyRubin
BZUNCLSAHold → Outperform$3.8Upgraded to Outperform from Hold · Target set to $3.8 (+25.8% to spot)
JPNomuraNeutral → BuyUpgraded to Buy from Neutral
TTJefferiesHold → BuyUpgraded to Buy from Hold

Downgrades (5)

NameFirmRatingTargetCallOurs
AMDCitigroupBuy → SellDowngraded to Sell from BuyRubin
AMDWells FargoOverweight → UnderweightDowngraded to Underweight from OverweightRubin
AMDJefferiesBuy → UnderweightDowngraded to Underweight from BuyRubin
FINVCitigroupBuy → NeutralDowngraded to Neutral from Buy
EHDBS BankBuy → HoldDowngraded to Hold from Buy

Initiations (7)

NameFirmRatingTargetCallOurs
AMDMorgan StanleyNegative → UnderweightInitiated to Underweight from NegativeRubin
DKNGWilliam BlairMarket Perform → OutperformInitiated to Outperform from Market Perform
MRNAWilliam BlairOutperform → OutperformInitiated to Outperform from Outperform
MRNADeutsche BankHold → HoldInitiated to Hold from Hold
WULFWilliam BlairOutperformInitiated to Outperform
RYTMDeutsche BankHold$120Initiated to Hold · Target set to $120 (+6.6% to spot)
CNDesjardinsHold → BuyInitiated to Buy from Hold

Price-target moves (115)

NameFirmRatingTargetCallOurs
NEXAScotiabank$14 → $15Target raised to $15 from $14 (+10.4% to spot)
DCIStifel$91 → $95Target raised to $95 from $91 (+3.8% to spot)
CSIQRoth Capital$18 → $15Target cut to $15 from $18 (+14.2% to spot)
LUCKRoth Capital$7.5 → $6.5Target cut to $6.5 from $7.5 (+2.5% to spot)
JAZZRBC Capital$277 → $299Target raised to $299 from $277 (+20.8% to spot)
PNorthland$90 → $128Target raised to $128 from $90 (+34.7% to spot)AEI
STDNStifel$17Target set to $17 (+16.2% to spot)
MLMRBC Capital$610 → $620Target raised to $620 from $610 (+17.4% to spot)
STDNRBC Capital$11 → $13Target raised to $13 from $11 (-11.2% to spot)
RCELLake Street$8 → $12Target raised to $12 from $8 (+14.5% to spot)
LFVNLake Street$5 → $6Target raised to $6 from $5 (-3.1% to spot)
MRVLCraig-Hallum$217 → $300Target raised to $300 from $217 (+35% to spot)Rubin
BBYDA Davidson$90 → $95Target raised to $95 from $90 (+14.8% to spot)
BBWDA Davidson$60 → $37Target cut to $37 from $60 (+24.4% to spot)
WDAYJefferies$225 → $220Target cut to $220 from $225 (+13.2% to spot)AW40
WDAYDA Davidson$135 → $190Target raised to $190 from $135 (-2.2% to spot)AW40
OKTASusquehanna$110 → $185Target raised to $185 from $110 (+9.2% to spot)AEI
DTEBMO Capital$150 → $143Target cut to $143 from $150 (+4.6% to spot)
GAPMorgan Stanley$21 → $23Target raised to $23 from $21 (-3.7% to spot)
WDAYBMO Capital$182 → $230Target raised to $230 from $182 (+17.7% to spot)AW40
DGBMO Capital$120 → $135Target raised to $135 from $120 (+9.4% to spot)
AFRMSusquehanna$105 → $110Target raised to $110 from $105 (+29.6% to spot)
AIZBMO Capital$274 → $320Target raised to $320 from $274 (+11.9% to spot)
AFRMBMO Capital$86 → $101Target raised to $101 from $86 (+18.4% to spot)
SCanaccord$18 → $25Target raised to $25 from $18 (+19.6% to spot)AEI
ADSKBMO Capital$262 → $283Target raised to $283 from $262 (+11.2% to spot)
RBRKDA Davidson$115Target set to $115 (+18.9% to spot)AEI
PDCanaccord$15Target set to $15 (+8.6% to spot)
WDAYCantor Fitzgerald$220 → $205Target cut to $205 from $220 (+5.3% to spot)AW40
BBYMorgan Stanley$80 → $90Target raised to $90 from $80 (+7.7% to spot)
DLTRMorgan Stanley$130 → $145Target raised to $145 from $130 (+14.2% to spot)
DGMorgan Stanley$132 → $145Target raised to $145 from $132 (+15.2% to spot)
PURRChardan$17Target set to $17 (+27.4% to spot)
ETNMorgan Stanley$500 → $520Target raised to $520 from $500 (+25% to spot)Rubin · Euro-AI
EMRMorgan Stanley$125 → $135Target raised to $135 from $125 (-14.4% to spot)
AFRMOppenheimer$100 → $104Target raised to $104 from $100 (+34.2% to spot)
PYPLLoop Capital$62 → $50Target cut to $50 from $62 (-18.7% to spot)
GAPBTIG$26 → $27Target raised to $27 from $26 (+29.9% to spot)
IRENCompass Point$85Target set to $85 (+128.3% to spot)AEI
MRVLOppenheimer$300 → $325Target raised to $325 from $300 (+34.6% to spot)Rubin
PYPLMizuho$51Target set to $51 (-17% to spot)
ESTCStifel as Sales Revenue Accelerate$107Target set to $107 (+27.8% to spot)AEI
MRVLNeedham$270 → $300Target raised to $300 from $270 (+24.2% to spot)Rubin
CRWDArgus$425Target set to $425 (+86.4% to spot)AEI
AFRMRBC Capital$96Target set to $96 (+15.3% to spot)
RNGNeedham$55 → $85Target raised to $85 from $55 (+24% to spot)
ULTAUBS Amid Gross Margin Decline$710Target set to $710 (+31.5% to spot)
WDAYNeedham$230Target set to $230 (+18.8% to spot)AW40
CSIQMizuho$18 → $17Target cut to $17 from $18 (+21.6% to spot)
RVMDUBS$220 → $265Target raised to $265 from $220 (+19.8% to spot)
GAPUBS$40 → $42Target raised to $42 from $40 (+102% to spot)
TBBBUBS$51 → $58Target raised to $58 from $51 (+19.1% to spot)
CHHUBS$119 → $120Target raised to $120 from $119 (+10.6% to spot)
STNEUBS$15 → $13Target cut to $13 from $15 (+36% to spot)
WDAYKeyBanc$158 → $215Target raised to $215 from $158 (+11.1% to spot)AW40
RVMDGuggenheim$240 → $275Target raised to $275 from $240 (+24.3% to spot)
BBYUBS$86 → $90Target raised to $90 from $86 (+7.7% to spot)
DLTRUBS$145 → $150Target raised to $150 from $145 (+18.1% to spot)
BBYGuggenheim$90 → $95Target raised to $95 from $90 (+13.7% to spot)
ESTCGuggenheim$106 → $120Target raised to $120 from $106 (+43.3% to spot)AEI
MRVLGoldman Sachs$195 → $220Target raised to $220 from $195 (-8.9% to spot)Rubin
CVRoth Capital$9Target set to $9 (+48.5% to spot)
ADSKPiper Sandler$369 → $338Target cut to $338 from $369 (+24.9% to spot)
AFRMPiper Sandler$103 → $115Target raised to $115 from $103 (+48.4% to spot)
DGPiper Sandler$118 → $123Target raised to $123 from $118 (-2.3% to spot)
HRLStephens$25 → $23Target cut to $23 from $25 (+8.1% to spot)
CPBStephens$21 → $20Target cut to $20 from $21 (-14.1% to spot)
WDAYPiper Sandler$145 → $190Target raised to $190 from $145 (-1.8% to spot)AW40
SStephens$23 → $26Target raised to $26 from $23 (+14.5% to spot)AEI
GNSSAscendiant$6 → $5Target cut to $5 from $6 (+222.6% to spot)
BURLWells Fargo$375 → $370Target cut to $370 from $375 (+27.6% to spot)
SBernstein$19 → $21Target raised to $21 from $19 (-7.5% to spot)AEI
BURLDeutsche Bank$323Target set to $323 (+11.4% to spot)
WDAYBernstein$216 → $238Target raised to $238 from $216 (+23% to spot)AW40
BURLBernstein$365 → $355Target cut to $355 from $365 (+22.4% to spot)
NIQBaird$17 → $23Target raised to $23 from $17 (+20.6% to spot)
WDAYStifel$115 → $160Target raised to $160 from $115 (-17.3% to spot)AW40
LUCKStifel$9 → $8Target cut to $8 from $9 (+27.8% to spot)
GPSMorgan Stanley$23Target set to $23 (-6.3% to spot)
WDAYWells Fargo$215 → $225Target raised to $225 from $215 (+16.2% to spot)AW40
SMorgan Stanley$17 → $23Target raised to $23 from $17 (+1.3% to spot)AEI
GAPWells Fargo$22 → $23Target raised to $23 from $22 (+10.6% to spot)
RAREWells Fargo$50Target set to $50 (+90.4% to spot)
GPSWells Fargo$23Target set to $23 (-6.3% to spot)
BURLMorgan Stanley$438 → $432Target cut to $432 from $438 (+49% to spot)
AFRMUBS$90Target set to $90 (+16.1% to spot)
OKTAGoldman Sachs$126 → $203Target raised to $203 from $126 (+17.4% to spot)AEI
VCTRGoldman Sachs$100 → $117Target raised to $117 from $100 (-3.4% to spot)
WDAYMorgan Stanley$145 → $180Target raised to $180 from $145 (-7% to spot)AW40
CRWDWells Fargo$230 → $235Target raised to $235 from $230 (+3.1% to spot)AEI
FINVJefferies$4.7Target set to $4.7 (+16.9% to spot)
DLTRBernstein SocGen Group$130Target set to $130 (+2.4% to spot)
ULTAGoldman Sachs$667Target set to $667 (+23.5% to spot)
ESTCBofA Securities$108Target set to $108 (+29% to spot)AEI
ULTAJefferies$650Target set to $650 (+20.3% to spot)
FIVETelsey$280Target set to $280 (+13.4% to spot)
DLTRBMO Capital$135Target set to $135 (+6.3% to spot)
WDAYBarclays$200 → $224Target raised to $224 from $200 (+15.7% to spot)AW40
ULTABarclays$647 → $645Target cut to $645 from $647 (+19.4% to spot)
GAPBarclays$20 → $23Target raised to $23 from $20 (+10.6% to spot)
SBarclays$22 → $23Target raised to $23 from $22 (+1.3% to spot)AEI
HPQBarclays$19 → $23Target raised to $23 from $19 (-22.4% to spot)
PBarclays$84 → $110Target raised to $110 from $84 (+10.9% to spot)AEI
BBYBarclays$77 → $85Target raised to $85 from $77 (+1.7% to spot)
LMRIBarclays$9 → $13Target raised to $13 from $9 (+10.8% to spot)
AVAHBarclays$9.5 → $15Target raised to $15 from $9.5 (+8.5% to spot)
WDAYCapital One$219Target set to $219 (+13.1% to spot)AW40
SJefferies$25 → $26Target raised to $26 from $25 (+14.5% to spot)AEI
PANWJefferies$335 → $450Target raised to $450 from $335 (+17.5% to spot)AEI
AMZNEvercore ISIMember Login$355Target set to $355 (+38.5% to spot)AW40
MRVLMorgan Stanley$246Target set to $246 (+1.9% to spot)Rubin
ADSKGuggenheimMember Login$283Target set to $283 (+4.6% to spot)
ADSKUBS$325Target set to $325 (+20.1% to spot)
GPSUBS$42Target set to $42 (+71.1% to spot)
VTEXMorgan Stanley$4Target set to $4 (+13.3% to spot)

← 2026-08-27 All days · the live wire

AI-generated — produced automatically by Closelook’s systems under this site’s editorial policy.