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Analyst Wire — 2026-09-02

Every US sell-side action recorded on 2026-09-02 — 103 in total: 1 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 (1)

NameFirmRatingTargetCallOurs
SIRIWells FargoUnderweight → Overweight—Upgraded to Overweight from Underweight—

Downgrades (5)

NameFirmRatingTargetCallOurs
UBERBNP ParibasUnderweight → Neutral—Downgraded to Neutral from Underweight—
TCRXNeedhamUnderperform → Hold—Downgraded to Hold from Underperform—
SNNMorgan StanleyOverweight → Cautious—Downgraded to Cautious from Overweight—
SIRICitigroupSell → Neutral—Downgraded to Neutral from Sell—
EROBradescoOutperform → Neutral—Downgraded to Neutral from Outperform—

Initiations (5)

NameFirmRatingTargetCallOurs
DELLCantor FitzgeraldOverweight—Initiated to OverweightRubin
VOGXWBB SecuritiesSpeculative Buy—Initiated to Speculative Buy—
SIRIScotiabankOutperform—Initiated to Outperform—
SIRICantor FitzgeraldOverweight—Initiated to Overweight—
SIRIWolfe ResearchOutperform—Initiated to Outperform—

Price-target moves (92)

NameFirmRatingTargetCallOurs
PANWGoldman Sachs—$371 → $390Target raised to $390 from $371 (+18.7% to spot)AEI
DELLFox Advisors—$625Target set to $625 (+27% to spot)Rubin
DEEvercore ISI—$813Target set to $813 (+16.4% to spot)HALO
MDTMizuho—$100 → $115Target raised to $115 from $100 (+24.8% to spot)—
SNEXStoneX on Conservative Revenue Guide—$27Target set to $27 (-59.2% to spot)—
RZLVRoth Capital—$9.5 → $6.5Target cut to $6.5 from $9.5 (+176% to spot)—
AHRScotiabank—$56 → $62Target raised to $62 from $56 (+11.1% to spot)—
JANScotiabank—$30 → $31Target raised to $31 from $30 (+2% to spot)—
PSAScotiabank—$346 → $343Target cut to $343 from $346 (+14% to spot)—
WELLScotiabank—$244 → $251Target raised to $251 from $244 (+5.1% to spot)—
VNOScotiabank—$40 → $41Target raised to $41 from $40 (+11.3% to spot)—
ASOTelsey Advisory—$65 → $60Target cut to $60 from $65 (+38.2% to spot)—
TCRXWedbush—$1Target set to $1 (+149.6% to spot)—
AAgilent quarterly filing—$155Target set to $155 (+2.3% to spot)—
PANWDeutsche Bank—$350 → $430Target raised to $430 from $350 (+28.8% to spot)AEI
MMEDDeutsche Bank—$20 → $25Target raised to $25 from $20 (+5.5% to spot)—
PANWStephens—$370 → $400Target raised to $400 from $370 (+19.7% to spot)AEI
MDBStifel—$465Target set to $465 (+19.3% to spot)AEI
MDBRBC Capital—$465Target set to $465 (+19% to spot)AEI
PANWRosenblatt—$415Target set to $415 (+25.5% to spot)AEI
CRDORosenblatt—$235Target set to $235 (+38.1% to spot)Rubin
MDBBernstein SocGen Group—$484Target set to $484 (+27.2% to spot)AEI
ALMSOppenheimer—$55 → $37Target cut to $37 from $55 (+248.1% to spot)—
MDBUBS Following Earnings—$410Target set to $410 (+7.6% to spot)AEI
WSMArgus—$230 → $250Target raised to $250 from $230 (+11.5% to spot)—
AONEvercore ISI—$436 → $423Target cut to $423 from $436 (+29.2% to spot)—
CRDOEvercore ISI—$325 → $292Target cut to $292 from $325 (+71% to spot)Rubin
MMEDEvercore ISI—$20 → $27Target raised to $27 from $20 (+12% to spot)—
PANWRoth Capital—$210 → $300Target raised to $300 from $210 (-9.2% to spot)AEI
HEIMorgan Stanley—$370 → $365Target cut to $365 from $370 (+12.9% to spot)—
HUBBMorgan Stanley—$565 → $575Target raised to $575 from $565 (+30.1% to spot)—
JCIMorgan Stanley—$175 → $180Target raised to $180 from $175 (+30% to spot)—
ROKMorgan Stanley—$525 → $545Target raised to $545 from $525 (+29.6% to spot)Rubin
NHITruist—$81 → $80Target cut to $80 from $81 (+11.9% to spot)—
OKETruist—$93 → $104Target raised to $104 from $93 (+9.6% to spot)—
PANWRBC Capital—$434 → $475Target raised to $475 from $434 (+44.1% to spot)AEI
ADBERBC Capital—$285 → $315Target raised to $315 from $285 (+10.7% to spot)AW40
WHKRaymond James—$34 → $37Target raised to $37 from $34 (+31.8% to spot)—
LMBLake Street—$90 → $95Target raised to $95 from $90 (+101.2% to spot)—
PANWDA Davidson—$345 → $420Target raised to $420 from $345 (+26.9% to spot)AEI
BRZEDA Davidson—$33 → $40Target raised to $40 from $33 (+18.9% to spot)—
GTLBDA Davidson—$45 → $55Target raised to $55 from $45 (+7% to spot)—
PANWNorthland—$297 → $360Target raised to $360 from $297 (+8% to spot)AEI
DELLBernstein—$500 → $650Target raised to $650 from $500 (+53.1% to spot)Rubin
CARTArgus—$50 → $58Target raised to $58 from $50 (+15.9% to spot)—
NIOBernstein—$6 → $5Target cut to $5 from $6 (+23.3% to spot)—
ARCTRoth Capital—$20 → $41Target raised to $41 from $20 (+152.7% to spot)—
SPCXOppenheimer—$250 → $280Target raised to $280 from $250 (+96.9% to spot)Rubin · AEI
PANWSusquehanna—$350 → $415Target raised to $415 from $350 (+14.6% to spot)AEI
MMEDUBS—$25 → $28Target raised to $28 from $25 (+24.9% to spot)—
VICIMizuho—$30 → $27Target cut to $27 from $30 (+5.7% to spot)—
JNJUBS—$320Target set to $320 (+18% to spot)—
GLPIMizuho—$53 → $48Target cut to $48 from $53 (+14.8% to spot)—
MMEDMizuho—$21 → $26Target raised to $26 from $21 (+16% to spot)—
GTLBUBS—$40 → $50Target raised to $50 from $40 (+10.9% to spot)—
DELLUBS—$455 → $500Target raised to $500 from $455 (+17.7% to spot)Rubin
DELLGoldman Sachs—$510 → $570Target raised to $570 from $510 (+34.2% to spot)Rubin
PSAMizuho—$316 → $319Target raised to $319 from $316 (+5.3% to spot)—
EXRMizuho—$155 → $152Target cut to $152 from $155 (+8.5% to spot)—
CUBEMizuho—$42 → $41Target cut to $41 from $42 (+3.2% to spot)—
DELLTruist—$360 → $505Target raised to $505 from $360 (+18.9% to spot)Rubin
MDBRosenblatt—$445Target set to $445 (+2.5% to spot)AEI
OKEJefferies—$95 → $105Target raised to $105 from $95 (+9.7% to spot)—
CRKBMO Capital—$13 → $17Target raised to $17 from $13 (+6.1% to spot)—
GTLBNeedham—$65Target set to $65 (+44.2% to spot)—
ATRCNeedham—$64Target set to $64 (+30.8% to spot)—
MDBCanaccord—$480Target set to $480 (+10.5% to spot)AEI
MMEDBofA Securities—$28Target set to $28 (+24.9% to spot)—
CRDOBofA Securities—$275Target set to $275 (+33.1% to spot)Rubin
PANWBarclays—$370 → $375Target raised to $375 from $370 (+3.6% to spot)AEI
VMRKBarclays—$76 → $75Target cut to $75 from $76 (+14.9% to spot)—
CLMTH.C. Wainwright—$60 → $75Target raised to $75 from $60 (+45.6% to spot)—
GTLBBTIG—$60Target set to $60 (+33.1% to spot)—
GTLBTruist Securities—$48Target set to $48 (+6.5% to spot)—
DELLMorgan Stanley—$499Target set to $499 (+17.5% to spot)Rubin
ALMSMorgan Stanley—$29Target set to $29 (+206.2% to spot)—
PANWMorgan Stanley—$394Target set to $394 (+8.8% to spot)AEI
MDBMorgan Stanley—$430Target set to $430 (-1% to spot)AEI
APAWells Fargo—$50Target set to $50 (+12.9% to spot)—
CHRDWells Fargo—$175Target set to $175 (+16.3% to spot)—
CRGYWells Fargo—$19Target set to $19 (+35% to spot)—
MURWells Fargo—$41Target set to $41 (+9% to spot)—
OVVWells Fargo—$79Target set to $79 (+18.7% to spot)—
MDTStifel—$80 → $95Target raised to $95 from $80 (+3.2% to spot)—
BLLNCanaccord—$120Target set to $120 (+30% to spot)—
GTLBPiper Sandler—$28 → $52Target raised to $52 from $28 (+15.3% to spot)—
SPHRGuggenheim—$193 → $208Target raised to $208 from $193 (+56% to spot)—
EROCGuggenheim—$23 → $20Target cut to $20 from $23 (+75.3% to spot)—
PANWPiper Sandler—$345 → $410Target raised to $410 from $345 (+13.2% to spot)AEI
LIVNPiper Sandler—$87 → $90Target raised to $90 from $87 (+12.3% to spot)—
GTLBMorgan Stanley—$30 → $57Target raised to $57 from $30 (+26.4% to spot)—
GWREBTIG—$175 → $230Target raised to $230 from $175 (+14.4% to spot)—

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