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Analyst Wire — 2026-09-01

Every US sell-side action recorded on 2026-09-01 — 111 in total: 4 upgrades, 1 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 (4)

NameFirmRatingTargetCallOurs
DBGoldman SachsNeutral → Buy—Upgraded to Buy from Neutral—
TSLAPiper SandlerOverweight → Sell—Upgraded to Sell from Overweight—
TSLAMorgan StanleyHold → Overweight—Upgraded to Overweight from Hold—
LLYBMO CapitalOutperform → Buy—Upgraded to Buy from OutperformHALO

Downgrades (1)

NameFirmRatingTargetCallOurs
HOODPiper SandlerOverweight → Underweight—Downgraded to Underweight from Overweight—

Initiations (6)

NameFirmRatingTargetCallOurs
SMBCRaymond JamesMarket Perform—Initiated to Market Perform—
CTBIRaymond JamesOutperform → Outperform—Initiated to Outperform from Outperform—
OZKRaymond JamesMarket Perform → Market Perform—Initiated to Market Perform from Market Perform—
TSMUBSBuy → Buy—Initiated to Buy from BuyRubin
MSTRAlliance Global PartnersBuy—Initiated to Buy—
XAIRLake StreetBuy—Initiated to Buy—

Price-target moves (100)

NameFirmRatingTargetCallOurs
MMEDWells Fargo—$22 → $26Target raised to $26 from $22 (+16% to spot)—
IBKRGoldman Sachs—$114 → $113Target cut to $113 from $114 (+25% to spot)—
MACGoldman Sachs—$19 → $21Target raised to $21 from $19 (-10.7% to spot)—
LFTOTigress Financial—$39 → $41Target raised to $41 from $39 (+118.9% to spot)—
VRTXMorgan Stanley—$665Target set to $665 (+21.4% to spot)HALO
MSTRAlliance Global—$217Target set to $217 (+73.8% to spot)—
ALLYRaymond James—$55Target set to $55 (+31.4% to spot)—
TSEMStifel—$270Target set to $270 (+35.6% to spot)Rubin
GFSStifel—$60Target set to $60 (+36.6% to spot)Rubin
TSMStifel—$515Target set to $515 (+24.4% to spot)Rubin
ASNDOppenheimer—$312Target set to $312 (+19.9% to spot)—
GDSRaymond James—$51Target set to $51 (+63.3% to spot)—
CRKRoth Capital—$12 → $14Target raised to $14 from $12 (-12.7% to spot)—
ALMSWells Fargo—$51 → $25Target cut to $25 from $51 (+164% to spot)—
ENOVBTIG—$40 → $36Target cut to $36 from $40 (+75.4% to spot)—
ALMSBaird—$35 → $27Target cut to $27 from $35 (+185.1% to spot)—
MBWMRaymond James—$65Target set to $65 (+9.9% to spot)—
AROWRaymond James—$44Target set to $44 (+17.7% to spot)—
CHMGRaymond James—$87Target set to $87 (+8.9% to spot)—
ENOVBMO Capital—$30 → $27Target cut to $27 from $30 (+24.6% to spot)—
CRKMizuho—$19 → $20Target raised to $20 from $19 (+26% to spot)—
MDTBTIG—$91 → $100Target raised to $100 from $91 (+8.2% to spot)—
MMEDBTIG—$28Target set to $28 (+25.4% to spot)—
KZIABTIG—$34 → $40Target raised to $40 from $34 (+206.8% to spot)—
AONBMO Capital—$360Target set to $360 (+12.1% to spot)—
TTINorthland—$14 → $10Target cut to $10 from $14 (+52.7% to spot)—
WOOFEvercore ISI—$3.5 → $4Target raised to $4 from $3.5 (+51.2% to spot)—
SFMEvercore ISI—$90 → $95Target raised to $95 from $90 (+13.2% to spot)HALO
RNGOppenheimer—$50 → $85Target raised to $85 from $50 (+21.4% to spot)—
BMRNCantor Fitzgerald—$85 → $86Target raised to $86 from $85 (+31.7% to spot)—
XAIRLake Street on durable recurring revenue—$10Target set to $10 (+175.8% to spot)—
FIVEDeutsche Bank—$318 → $334Target raised to $334 from $318 (+37.1% to spot)—
DRIDeutsche Bank—$236 → $245Target raised to $245 from $236 (+13.8% to spot)—
CRDeutsche Bank—$248 → $240Target cut to $240 from $248 (+17.8% to spot)—
ECVTDeutsche Bank—$16 → $14Target cut to $14 from $16 (+40.1% to spot)—
INSWDeutsche Bank—$94 → $107Target raised to $107 from $94 (+6.2% to spot)—
VRSNWedbush—$324 → $341Target raised to $341 from $324 (+18.3% to spot)—
WELLMorgan Stanley—$215 → $251Target raised to $251 from $215 (+6.2% to spot)—
SNDAMorgan Stanley—$38 → $44Target raised to $44 from $38 (+17.3% to spot)—
PSBDUBS—$11 → $10Target cut to $10 from $11 (-4.3% to spot)—
BBIOMizuho—$96 → $110Target raised to $110 from $96 (+43.6% to spot)—
MSIFUBS—$13.5 → $12.5Target cut to $12.5 from $13.5 (-3% to spot)—
MSDLUBS—$16.25 → $15.5Target cut to $15.5 from $16.25 (+1% to spot)—
LRCXUBS—$435 → $425Target cut to $425 from $435 (+41% to spot)Rubin
KLACUBS—$215 → $200Target cut to $200 from $215 (+14% to spot)Rubin
KBDCUBS—$15 → $13.5Target cut to $13.5 from $15 (-0.8% to spot)—
EIXUBS—$75 → $63Target cut to $63 from $75 (+16.7% to spot)—
DBIUBS—$7.5 → $6Target cut to $6 from $7.5 (+9.7% to spot)—
SAICUBS—$108 → $123Target raised to $123 from $108 (-4.1% to spot)—
HRZNUBS—$4.25 → $4.5Target raised to $4.5 from $4.25 (-3.4% to spot)—
BXSLUBS—$24.5 → $25.5Target raised to $25.5 from $24.5 (+2% to spot)—
AMATUBS—$675 → $695Target raised to $695 from $675 (+51.6% to spot)Rubin
AONRoth Capital—$420 → $380Target cut to $380 from $420 (+18.2% to spot)—
USACRBC Capital—$30 → $31Target raised to $31 from $30 (+14.6% to spot)—
PTGXBMO Capital—$178 → $190Target raised to $190 from $178 (+28.6% to spot)—
ASNDMorgan Stanley—$275 → $273Target cut to $273 from $275 (+3.8% to spot)—
ODDTruist—$12 → $16Target raised to $16 from $12 (+11.1% to spot)—
XNCRRaymond James—$40 → $46Target raised to $46 from $40 (+68.7% to spot)—
CALYTruist—$19 → $20Target raised to $20 from $19 (+27.3% to spot)—
BILLTruist—$44 → $52Target raised to $52 from $44 (+5.6% to spot)—
LBPiper Sandler—$80 → $88Target raised to $88 from $80 (+0.5% to spot)—
OKEScotiabank—$95Target set to $95 (-1.1% to spot)—
EROKPiper Sandler—$28 → $33Target raised to $33 from $28 (+29.9% to spot)—
AONPiper Sandler—$391 → $349Target cut to $349 from $391 (+8.5% to spot)—
BLSMLeerink—$36Target set to $36 (+96.7% to spot)—
BMRNPiper Sandler—$88 → $90Target raised to $90 from $88 (+38% to spot)—
MIDDCanaccord—$157 → $160Target raised to $160 from $157 (+44.4% to spot)—
GISBofA Securities—$43Target set to $43 (+4.4% to spot)—
SMAWells Fargo—$33 → $35Target raised to $35 from $33 (+7.8% to spot)—
ACRSCanaccord—$10Target set to $10 (+65.3% to spot)—
WKBaird—$74 → $95Target raised to $95 from $74 (+18.8% to spot)—
DKWells Fargo—$59 → $82Target raised to $82 from $59 (+10.4% to spot)—
DINOWells Fargo—$67 → $93Target raised to $93 from $67 (-8.5% to spot)—
MPCWells Fargo—$359 → $400Target raised to $400 from $359 (+7.1% to spot)—
PSXWells Fargo—$239 → $335Target raised to $335 from $239 (+35.9% to spot)—
VLOWells Fargo—$356 → $389Target raised to $389 from $356 (+8.4% to spot)—
CTREWells Fargo—$47 → $44Target cut to $44 from $47 (+13% to spot)—
HRWells Fargo—$21 → $20Target cut to $20 from $21 (+5% to spot)—
JANWells Fargo—$33 → $35Target raised to $35 from $33 (+17.6% to spot)—
LTCWells Fargo—$40 → $42Target raised to $42 from $40 (+4.2% to spot)—
MPTWells Fargo—$5 → $3.8Target cut to $3.8 from $5 (-4.3% to spot)—
NHIWells Fargo—$79 → $78Target cut to $78 from $79 (+9.7% to spot)—
NHPWells Fargo—$17 → $19Target raised to $19 from $17 (+18.3% to spot)—
VTRWells Fargo—$96 → $104Target raised to $104 from $96 (+14.1% to spot)—
WELLWells Fargo—$237 → $266Target raised to $266 from $237 (+12.6% to spot)—
EGPWells Fargo—$221 → $232Target raised to $232 from $221 (+16.3% to spot)—
FRWells Fargo—$61 → $66Target raised to $66 from $61 (+6.7% to spot)—
LPLATruist—$389Target set to $389 (+5.1% to spot)—
LINEWells Fargo—$36 → $38Target raised to $38 from $36 (-3.2% to spot)—
PLDWells Fargo—$167 → $166Target cut to $166 from $167 (+18.6% to spot)—
REXRWells Fargo—$44 → $43Target cut to $43 from $44 (+16.1% to spot)—
STAGWells Fargo—$40 → $38Target cut to $38 from $40 (+2% to spot)—
TRNOWells Fargo—$64 → $70Target raised to $70 from $64 (+5.7% to spot)—
RJFTruist—$188Target set to $188 (+5.5% to spot)—
CSRWells Fargo—$60 → $57Target cut to $57 from $60 (+8.6% to spot)—
MAAWells Fargo—$148 → $146Target cut to $146 from $148 (+13.3% to spot)—
UDRWells Fargo—$44 → $43Target cut to $43 from $44 (+16.4% to spot)—
GLPIWells Fargo—$45 → $43Target cut to $43 from $45 (+2.2% to spot)—
NNNWells Fargo—$49 → $47Target cut to $47 from $49 (+4% to spot)—
OWells Fargo—$65 → $64Target cut to $64 from $65 (+4.4% to spot)—

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