Analyst Wire — 2026-09-01

Every US sell-side action recorded on 2026-09-01 — 160 in total: 16 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 (16)

NameFirmRatingTargetCallOurs
TSLAPiper SandlerOverweight → SellUpgraded to Sell from Overweight
TSLAMorgan StanleyHold → OverweightUpgraded to Overweight from Hold
LLYBMO CapitalOutperform → BuyUpgraded to Buy from OutperformHALO
SREJefferiesHold → BuyUpgraded to Buy from Hold
PKBMO CapitalMarket Perform → Outperform$18Upgraded to Outperform from Market Perform · Target set to $18 (+17.6% to spot)
TEMPiper SandlerNeutral → OverweightUpgraded to Overweight from NeutralAW40
CAPRPiper SandlerNeutral → OverweightUpgraded to Overweight from Neutral
TDWBTIGNeutral → BuyUpgraded to Buy from Neutral
NCDLUBSNeutral → BuyUpgraded to Buy from Neutral
HTGCUBSNeutral → BuyUpgraded to Buy from Neutral
TRPJefferiesHold → BuyUpgraded to Buy from Hold
CYTKMorgan StanleyOverweight → BuyUpgraded to Buy from Overweight
LIUBSBuy → NeutralUpgraded to Neutral from Buy
ABHSBCBuy → HoldUpgraded to Hold from Buy
DCUBSNeutral → OutperformUpgraded to Outperform from Neutral
HOODMorgan StanleyPositive → OverweightUpgraded to Overweight from Positive

Downgrades (5)

NameFirmRatingTargetCallOurs
HOODPiper SandlerOverweight → UnderweightDowngraded to Underweight from Overweight
XHRBMO CapitalOutperform → Market PerformDowngraded to Market Perform from Outperform
MYGNPiper SandlerOverweight → UnderweightDowngraded to Underweight from Overweight
IBKRUBSBuy → NeutralDowngraded to Neutral from Buy
BCSBarclaysOverweight → NeutralDowngraded to Neutral from Overweight

Initiations (23)

NameFirmRatingTargetCallOurs
SMBCRaymond JamesMarket PerformInitiated to Market Perform
CTBIRaymond JamesOutperform → OutperformInitiated to Outperform from Outperform
OZKRaymond JamesMarket Perform → Market PerformInitiated to Market Perform from Market Perform
MBWMRaymond JamesOutperform → OutperformInitiated to Outperform from Outperform
AROWRaymond JamesOutperformInitiated to Outperform
TSMUBSBuy → BuyInitiated to Buy from BuyRubin
CHMGRaymond JamesOutperformInitiated to Outperform
MSTRAlliance Global PartnersBuyInitiated to Buy
XAIRLake StreetBuyInitiated to Buy
PPTAScotiabankOutperformInitiated to Outperform
RJFRaymond JamesMarket Outperform → HoldInitiated to Hold from Market Outperform
LPLATruist FinancialHoldInitiated to Hold
LTGOJefferiesBuyInitiated to Buy
BLSMGuggenheimBuyInitiated to Buy
BLSMH.C. WainwrightBuyInitiated to Buy
RDVTNeedhamBuyInitiated to Buy
ASMBUBSBuyInitiated to Buy
MBGLBarclaysNeutral$23Initiated to Neutral · Target set to $23 (+13.3% to spot)
LTGOGuggenheimBuyInitiated to Buy
LTGOGoldman SachsBuy$73Initiated to Buy · Target set to $73 (+231.5% to spot)
RVTYRBC CapitalSector PerformInitiated to Sector Perform
TXGRBC CapitalSector PerformInitiated to Sector Perform
MTDRBC CapitalSector PerformInitiated to Sector Perform

Price-target moves (116)

NameFirmRatingTargetCallOurs
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)
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)
CRWDTruist Securities$300Target set to $300 (+29.9% to spot)AEI
PATKNorthcoast$121Target set to $121 (+48.1% to spot)
UUUUH.C. Wainwright$29 → $29.25Target raised to $29.25 from $29 (+98.3% to spot)
LTGOLeerink$36Target set to $36 (+63.5% to spot)
PSAWells Fargo$311Target set to $311 (+1.3% to spot)
EXRWells Fargo$158 → $157Target cut to $157 from $158 (+11.3% to spot)
DUOLDA Davidson$175Target set to $175 (+18% to spot)AW40
COLBDA Davidson$36Target set to $36 (+21.5% 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)
VICIWells Fargo$27 → $26Target cut to $26 from $27 (+1.4% to spot)
BXPWells Fargo$77 → $82Target raised to $82 from $77 (+20.6% to spot)
CDPWells Fargo$36 → $41Target raised to $41 from $36 (+13.9% to spot)
ESRTWells Fargo$6 → $5Target cut to $5 from $6 (+10.4% to spot)
HPPWells Fargo$14 → $17Target raised to $17 from $14 (+35.2% to spot)
SLGWells Fargo$44 → $56.5Target raised to $56.5 from $44 (+0.9% to spot)
IVTWells Fargo$39 → $38Target cut to $38 from $39 (+17.6% to spot)
KRGWells Fargo$32 → $31Target cut to $31 from $32 (+20.2% to spot)
PECOWells Fargo$47 → $43Target cut to $43 from $47 (+11.3% to spot)
AONWells Fargo$419 → $383Target cut to $383 from $419 (+19.1% to spot)
BSPWells Fargo$45 → $48Target raised to $48 from $45 (+16.1% to spot)
NIQUBS$17 → $25Target raised to $25 from $17 (+31.2% to spot)
STDNUBS$14 → $20Target raised to $20 from $14 (+24.1% to spot)
RJFTD Cowen$161 → $160Target cut to $160 from $161 (-10.2% to spot)
ASMBMizuho$45 → $53Target raised to $53 from $45 (+57.6% to spot)
SAILBarclays$19 → $21Target raised to $21 from $19 (+2.1% to spot)AEI
PTGXBarclays$153 → $180Target raised to $180 from $153 (+21.8% to spot)
BAHJefferies$80Target set to $80 (+5.8% to spot)
ARRaymond James$55Target set to $55 (+42.9% to spot)
SAICStifel$154Target set to $154 (+20.1% to spot)
ADSKBerenberg$335 → $333Target cut to $333 from $335 (+28.8% to spot)
VRTXGoldman Sachs$653Target set to $653 (+19.9% to spot)HALO
ETORKeyBanc$45Target set to $45 (+40.7% to spot)

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