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Analyst Wire — 2026-08-31

Every US sell-side action recorded on 2026-08-31 — 117 in total: 3 upgrades, 3 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
DUOLPiper SandlerOverweight → Hold—Upgraded to Hold from OverweightAW40
TENXUBSNeutral → Buy—Upgraded to Buy from Neutral—
XPItau BBAMarket Perform → Outperform—Upgraded to Outperform from Market Perform—

Downgrades (3)

NameFirmRatingTargetCallOurs
TENXGuggenheimBuy → Neutral—Downgraded to Neutral from Buy—
AUGOSantanderOutperform → Neutral—Downgraded to Neutral from Outperform—
PCGWells FargoOverweight → Buy—Downgraded to Buy from Overweight—

Initiations (14)

NameFirmRatingTargetCallOurs
TENXCantor FitzgeraldOverweight → Overweight—Initiated to Overweight from Overweight—
TENXEvercore ISIOutperform → Outperform—Initiated to Outperform from Outperform—
TENXH.C. WainwrightBuy—Initiated to Buy—
TENXRBC CapitalOutperform—Initiated to Outperform—
TENXRoth CapitalBuy—Initiated to Buy—
RCBCRaymond JamesOutperform—Initiated to Outperform—
GRRRB. RileyBuy—Initiated to Buy—
RCBCStephensPositive—Initiated to Positive—
QNTMRodman & RenshawBuy—Initiated to Buy—
HSLVScotiabankOutperform—Initiated to Outperform—
SNNBTIGNeutral—Initiated to Neutral—
AIRJNeedhamHold—Initiated to Hold—
BRVECowen & Co.Buy—Initiated to Buy—
ATTOCitigroupBuy—Initiated to Buy—

Price-target moves (97)

NameFirmRatingTargetCallOurs
DUOLEvercore—$210Target set to $210 (+41.5% to spot)AW40
GTESDA Davidson—$29Target set to $29 (+13.4% to spot)—
TOYORoth Capital—$15 → $10Target cut to $10 from $15 (+137.5% to spot)—
AKAMPiper Sandler—$125Target set to $125 (+15.1% to spot)AEI
BWARBC Capital—$87Target set to $87 (+35.6% to spot)—
COHRDeutsche Bank—$400Target set to $400 (+44% to spot)Rubin
ANETDeutsche Bank—$220Target set to $220 (+12.4% to spot)—
CSCODeutsche Bank—$135Target set to $135 (+22.2% to spot)—
HPEDeutsche Bank—$62Target set to $62 (+18.7% to spot)Rubin
DELLDeutsche Bank—$480Target set to $480 (+4.9% to spot)Rubin
LITEDeutsche Bank—$1200Target set to $1200 (+31.2% to spot)Rubin
ATENDeutsche Bank—$28Target set to $28 (+10.3% to spot)—
INGMDeutsche Bank—$30Target set to $30 (+6.5% to spot)—
PANWScotiabank—$320 → $430Target raised to $430 from $320 (+13% to spot)AEI
BMRNJefferies—$104 → $105Target raised to $105 from $104 (+60.2% to spot)—
MDBCantor Fitzgerald Ahead of Earnings—$540Target set to $540 (+20.9% to spot)AEI
TROWTD Cowen—$110Target set to $110 (-0.9% to spot)—
BMRNRaymond James—$105 → $109Target raised to $109 from $105 (+66.7% to spot)—
DLTRGoldman Sachs—$125 → $131Target raised to $131 from $125 (+3.3% to spot)—
BURLGoldman Sachs—$394 → $382Target cut to $382 from $394 (+45% to spot)—
ASNDJefferies—$333 → $330Target cut to $330 from $333 (+24.4% to spot)—
GAPGoldman Sachs—$25 → $27Target raised to $27 from $25 (+17.6% to spot)—
SSusquehanna—$20 → $28Target raised to $28 from $20 (+30.3% to spot)AEI
DERaymond James—$700 → $730Target raised to $730 from $700 (+12.6% to spot)HALO
HQYDeutsche Bank—$135 → $142Target raised to $142 from $135 (+51.2% to spot)—
IBMSusquehanna—$225 → $235Target raised to $235 from $225 (+0.6% to spot)—
CMPDeutsche Bank—$35 → $32Target cut to $32 from $35 (+29.7% to spot)—
AFRMGoldman Sachs—$106 → $115Target raised to $115 from $106 (+58% to spot)—
HEIGoldman Sachs—$472 → $491Target raised to $491 from $472 (+47.2% to spot)—
WDAYGoldman Sachs—$151 → $164Target raised to $164 from $151 (-17.2% to spot)AW40
PTGXH.C. Wainwright—$167 → $170Target raised to $170 from $167 (+17.6% to spot)—
SGoldman Sachs—$15.5 → $17.5Target raised to $17.5 from $15.5 (-17.8% to spot)AEI
ASNDStifel—$328 → $326Target cut to $326 from $328 (+22.9% to spot)—
ABNBDA Davidson—$175 → $220Target raised to $220 from $175 (+18.7% to spot)—
COINCantor Fitzgerald—$184 → $212Target raised to $212 from $184 (+19.3% to spot)—
ANDGBaird—$57 → $64Target raised to $64 from $57 (+14.9% to spot)—
GWREBaird—$202 → $235Target raised to $235 from $202 (+14.2% to spot)—
BNTXCanaccord—$142 → $136Target cut to $136 from $142 (+33.2% to spot)Euro-AI
REXRScotiabank—$40Target set to $40 (+7.7% to spot)—
WAYCanaccord—$30 → $33Target raised to $33 from $30 (+25.8% to spot)—
KYMRGuggenheim—$170Target set to $170 (+43.9% to spot)—
RVMDNeedham—$240 → $275Target raised to $275 from $240 (+32.3% to spot)—
TJXGuggenheim—$175 → $152Target cut to $152 from $175 (+12.5% to spot)—
MPLTNeedham—$43Target set to $43 (+241.3% to spot)—
PYPLTruist—$62 → $53Target cut to $53 from $62 (-1.2% to spot)—
BRRBC Capital—$225 → $226Target raised to $226 from $225 (+23.1% to spot)—
CPAYRBC Capital—$423 → $438Target raised to $438 from $423 (+7.4% to spot)—
FLYWRBC Capital—$20 → $25Target raised to $25 from $20 (+33% to spot)—
GPNRBC Capital—$102 → $106Target raised to $106 from $102 (+15.4% to spot)—
ARGXMorgan Stanley—$1230 → $1250Target raised to $1250 from $1230 (+22.2% to spot)—
LSPDRBC Capital—$10 → $13Target raised to $13 from $10 (+22.6% to spot)—
MARBC Capital—$642 → $696Target raised to $696 from $642 (+16.9% to spot)—
PYPLRBC Capital—$65 → $70Target raised to $70 from $65 (+30.5% to spot)—
QTWORBC Capital—$67 → $73Target raised to $73 from $67 (+12.1% to spot)—
FOURRBC Capital—$63 → $67Target raised to $67 from $63 (+52.4% to spot)—
SSNCRBC Capital—$92 → $101Target raised to $101 from $92 (+21.1% to spot)—
TOSTRBC Capital—$36 → $44Target raised to $44 from $36 (+25.2% to spot)HALO · AW40
VRBC Capital—$412 → $466Target raised to $466 from $412 (+22.1% to spot)—
HONMorgan Stanley—$245 → $250Target raised to $250 from $245 (+15% to spot)—
CPBEvercore ISI—$23 → $22Target cut to $22 from $23 (-5.9% to spot)—
ANFArgus—$162Target set to $162 (+9.1% to spot)—
DLTRPiper Sandler—$114 → $121Target raised to $121 from $114 (-5.7% to spot)—
FISNMaxim—$17Target set to $17 (+159.1% to spot)—
PLTKRoth Capital—$3.5 → $2.75Target cut to $2.75 from $3.5 (+18.5% to spot)—
BBWNorthland—$60 → $40Target cut to $40 from $60 (+34% to spot)—
RCATEvercore ISI—$15Target set to $15 (+76.7% to spot)HALO
SBRAMizuho—$20 → $21Target raised to $21 from $20 (+1.9% to spot)—
OHIMizuho—$45 → $46Target raised to $46 from $45 (+0% to spot)—
PATHUBS—$12 → $19Target raised to $19 from $12 (+4.7% to spot)Euro-AI · AW40
RMDKeyBanc—$255 → $267Target raised to $267 from $255 (+11.1% to spot)—
YSSWells Fargo—$35 → $17Target cut to $17 from $35 (+89.5% to spot)—
AFRMBernstein—$100 → $110Target raised to $110 from $100 (+41.5% to spot)—
CSIQWells Fargo—$18 → $17Target cut to $17 from $18 (+29.4% to spot)—
ATTOLeerink—$52Target set to $52 (+151.2% to spot)—
RCBCDA Davidson—$55Target set to $55 (+8.1% to spot)—
BWAYH.C. Wainwright—$17 → $19Target raised to $19 from $17 (+32.9% to spot)—
GTLBCantor Fitzgerald—$50Target set to $50 (+11.4% to spot)—
BRVEStifel—$45Target set to $45 (+64% to spot)—
AUGOGrupo Santander—$114.7Target set to $114.7 (+35.7% to spot)—
DELLBofA Securities—$505Target set to $505 (+10.8% to spot)Rubin
AHRBarclays—$61 → $66Target raised to $66 from $61 (+18.9% to spot)—
DOCBarclays—$23 → $24Target raised to $24 from $23 (+14.5% to spot)—
OHIBarclays—$51 → $50Target cut to $50 from $51 (+8.7% to spot)—
SBRABarclays—$21 → $23Target raised to $23 from $21 (+11.6% to spot)—
VTRBarclays—$99 → $102Target raised to $102 from $99 (+11.1% to spot)—
WELLBarclays—$254 → $259Target raised to $259 from $254 (+8.8% to spot)—
JANBarclays—$33 → $34Target raised to $34 from $33 (+11.5% to spot)—
VIKBarclays—$93 → $90Target cut to $90 from $93 (+1.7% to spot)—
EIXMizuho—$70Target set to $70 (-0.2% to spot)—
PCGMizuho—$16Target set to $16 (-3.6% to spot)—
SREMizuho—$84Target set to $84 (-0.4% to spot)—
MNSOHSBC—$10.8Target set to $10.8 (+4.5% to spot)—
SCTXH.C. Wainwright—$60Target set to $60 (+111% to spot)—
BRVECantor Fitzgerald—$40Target set to $40 (+45.8% to spot)—
BWNeedham—$20Target set to $20 (+179.3% to spot)—
ATTOMorgan Stanley—$39Target set to $39 (+88.4% to spot)—
BRVEJefferies—$48Target set to $48 (+74.9% to spot)—

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