Analyst Wire — 2026-09-02

Every US sell-side action recorded on 2026-09-02 — 183 in total: 6 upgrades, 14 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
DEEvercore ISIPositive → Outperform$813Upgraded to Outperform from Positive · Target set to $813 (+16.4% to spot)HALO
DELLFox AdvisorsEqual-Weight → OutperformUpgraded to Outperform from Equal-WeightRubin
SIRIWells FargoUnderweight → OverweightUpgraded to Overweight from Underweight
GTLBWilliam BlairOutperform → Market PerformUpgraded to Market Perform from Outperform
DCMorgan StanleyOverweight → NeutralUpgraded to Neutral from Overweight
OGERBC CapitalSector Perform → OutperformUpgraded to Outperform from Sector Perform

Downgrades (14)

NameFirmRatingTargetCallOurs
UBERBNP ParibasUnderweight → NeutralDowngraded to Neutral from Underweight
SNNMorgan StanleyOverweight → CautiousDowngraded to Cautious from Overweight
TCRXNeedhamUnderperform → HoldDowngraded to Hold from Underperform
TCRXWedbushBuy → Neutral$1Downgraded to Neutral from Buy · Target set to $1 (+149.6% to spot)
SIRICitigroupSell → NeutralDowngraded to Neutral from Sell
EROBradescoOutperform → NeutralDowngraded to Neutral from Outperform
EYPTCowen & Co.Reduce → HoldDowngraded to Hold from Reduce
AMRZBank of America SecuritiesNeutral → UnderperformDowngraded to Underperform from Neutral
TOSTExane BNP ParibasOutperform → NeutralDowngraded to Neutral from OutperformHALO · AW40
PANWScotiabankSector Outperform → HoldDowngraded to Hold from Sector OutperformAEI
PSOCitigroupBuy → NeutralDowngraded to Neutral from Buy
BCSMorgan StanleyOverweight → PositiveDowngraded to Positive from Overweight
AUGoldman SachsBuy → Market PerformDowngraded to Market Perform from Buy
CVEUBSBuy → NeutralDowngraded to Neutral from Buy

Initiations (31)

NameFirmRatingTargetCallOurs
DELLCantor FitzgeraldOverweightInitiated to OverweightRubin
VOGXWBB SecuritiesSpeculative BuyInitiated to Speculative Buy
SIRIWolfe ResearchOutperformInitiated to Outperform
SIRICantor FitzgeraldOverweightInitiated to Overweight
SIRIScotiabankOutperformInitiated to Outperform
SOFIScotiabankOutperform$25Initiated to Outperform · Target set to $25 (+46.6% to spot)
AFRMScotiabankOutperform$95Initiated to Outperform · Target set to $95 (+35.8% to spot)
KLARScotiabankSector Perform$16Initiated to Sector Perform · Target set to $16 (+12.3% to spot)
XYZScotiabankSector Perform$82Initiated to Sector Perform · Target set to $82 (+5.3% to spot)
HOODScotiabankOutperform$136Initiated to Outperform · Target set to $136 (+31.4% to spot)
CPAYScotiabankSector Outperform → Outperform$536Initiated to Outperform from Sector Outperform · Target set to $536 (+32.4% to spot)
CHYMScotiabankOutperform$40Initiated to Outperform · Target set to $40 (+26.3% to spot)
BULLScotiabankSector Perform$9Initiated to Sector Perform · Target set to $9 (-1.4% to spot)
CTSLake StreetBuy$67Initiated to Buy · Target set to $67 (+19.1% to spot)
HLTWolfe ResearchPeer PerformInitiated to Peer Perform
BYDWolfe ResearchPeer PerformInitiated to Peer Perform
LVSWolfe ResearchPeer PerformInitiated to Peer Perform
MARWolfe ResearchOutperform → Peer PerformInitiated to Peer Perform from Outperform
NMGJefferiesBuyInitiated to Buy
USARJefferiesBuy$21Initiated to Buy · Target set to $21 (+21.7% to spot)
CWPiper SandlerNeutralInitiated to Neutral
RCATPiper SandlerNeutralInitiated to NeutralHALO
MTRNJefferiesBuyInitiated to Buy
SLIJefferiesHoldInitiated to Hold
IPXJefferiesBuyInitiated to Buy
ESIJefferiesBuy → BuyInitiated to Buy from Buy
NBJefferiesHoldInitiated to Hold
CNJefferiesHold → HoldInitiated to Hold from Hold
ASTSUBSUnderperform → BuyInitiated to Buy from UnderperformHALO
SWUBSBuy → BuyInitiated to Buy from Buy
REAJefferiesHoldInitiated to Hold

Price-target moves (132)

NameFirmRatingTargetCallOurs
MDTMizuho$100 → $115Target raised to $115 from $100 (+24.8% to spot)
RZLVRoth Capital$9.5 → $6.5Target cut to $6.5 from $9.5 (+176% to spot)
SNEXStoneX on Conservative Revenue Guide$27Target set to $27 (-59.2% to spot)
ASOTelsey Advisory$65 → $60Target cut to $60 from $65 (+38.2% to spot)
VNOScotiabank$40 → $41Target raised to $41 from $40 (+11.3% to spot)
WELLScotiabank$244 → $251Target raised to $251 from $244 (+5.1% to spot)
PSAScotiabank$346 → $343Target cut to $343 from $346 (+14% to spot)
JANScotiabank$30 → $31Target raised to $31 from $30 (+2% to spot)
AHRScotiabank$56 → $62Target raised to $62 from $56 (+11.1% to spot)
MDBRBC Capital$465Target set to $465 (+19% to spot)AEI
MDBStifel$465Target set to $465 (+19.3% to spot)AEI
PANWStephens$370 → $400Target raised to $400 from $370 (+19.7% to spot)AEI
MMEDDeutsche Bank$20 → $25Target raised to $25 from $20 (+5.5% to spot)
PANWDeutsche Bank$350 → $430Target raised to $430 from $350 (+28.8% to spot)AEI
AAgilent quarterly filing$155Target set to $155 (+2.3% to spot)
PANWNorthland$297 → $360Target raised to $360 from $297 (+8% to spot)AEI
GTLBDA Davidson$45 → $55Target raised to $55 from $45 (+7% to spot)
BRZEDA Davidson$33 → $40Target raised to $40 from $33 (+18.9% to spot)
PANWDA Davidson$345 → $420Target raised to $420 from $345 (+26.9% to spot)AEI
LMBLake Street$90 → $95Target raised to $95 from $90 (+101.2% to spot)
WHKRaymond James$34 → $37Target raised to $37 from $34 (+31.8% to spot)
ADBERBC Capital$285 → $315Target raised to $315 from $285 (+10.7% to spot)AW40
PANWRBC Capital$434 → $475Target raised to $475 from $434 (+44.1% to spot)AEI
OKETruist$93 → $104Target raised to $104 from $93 (+9.6% to spot)
NHITruist$81 → $80Target cut to $80 from $81 (+11.9% to spot)
ROKMorgan Stanley$525 → $545Target raised to $545 from $525 (+29.6% to spot)Rubin
JCIMorgan Stanley$175 → $180Target raised to $180 from $175 (+30% to spot)
HUBBMorgan Stanley$565 → $575Target raised to $575 from $565 (+30.1% to spot)
HEIMorgan Stanley$370 → $365Target cut to $365 from $370 (+12.9% to spot)
PANWRoth Capital$210 → $300Target raised to $300 from $210 (-9.2% to spot)AEI
MMEDEvercore ISI$20 → $27Target raised to $27 from $20 (+12% to spot)
CRDOEvercore ISI$325 → $292Target cut to $292 from $325 (+71% to spot)Rubin
AONEvercore ISI$436 → $423Target cut to $423 from $436 (+29.2% to spot)
WSMArgus$230 → $250Target raised to $250 from $230 (+11.5% to spot)
MDBUBS Following Earnings$410Target set to $410 (+7.6% to spot)AEI
ALMSOppenheimer$55 → $37Target cut to $37 from $55 (+248.1% to spot)
MDBBernstein SocGen Group$484Target set to $484 (+27.2% to spot)AEI
CRDORosenblatt$235Target set to $235 (+38.1% to spot)Rubin
PANWRosenblatt$415Target set to $415 (+25.5% to spot)AEI
MDBCanaccord$480Target set to $480 (+10.5% to spot)AEI
ATRCNeedham$64Target set to $64 (+30.8% to spot)
GTLBNeedham$65Target set to $65 (+44.2% to spot)
CRKBMO Capital$13 → $17Target raised to $17 from $13 (+6.1% to spot)
OKEJefferies$95 → $105Target raised to $105 from $95 (+9.7% to spot)
MDBRosenblatt$445Target set to $445 (+2.5% to spot)AEI
DELLTruist$360 → $505Target raised to $505 from $360 (+18.9% to spot)Rubin
CUBEMizuho$42 → $41Target cut to $41 from $42 (+3.2% to spot)
EXRMizuho$155 → $152Target cut to $152 from $155 (+8.5% to spot)
PSAMizuho$316 → $319Target raised to $319 from $316 (+5.3% to spot)
DELLGoldman Sachs$510 → $570Target raised to $570 from $510 (+34.2% to spot)Rubin
DELLUBS$455 → $500Target raised to $500 from $455 (+17.7% to spot)Rubin
GTLBUBS$40 → $50Target raised to $50 from $40 (+10.9% to spot)
MMEDMizuho$21 → $26Target raised to $26 from $21 (+16% to spot)
GLPIMizuho$53 → $48Target cut to $48 from $53 (+14.8% to spot)
JNJUBS$320Target set to $320 (+18% to spot)
VICIMizuho$30 → $27Target cut to $27 from $30 (+5.7% to spot)
MMEDUBS$25 → $28Target raised to $28 from $25 (+24.9% to spot)
PANWSusquehanna$350 → $415Target raised to $415 from $350 (+14.6% to spot)AEI
SPCXOppenheimer$250 → $280Target raised to $280 from $250 (+96.9% to spot)Rubin · AEI
ARCTRoth Capital$20 → $41Target raised to $41 from $20 (+152.7% to spot)
NIOBernstein$6 → $5Target cut to $5 from $6 (+23.3% to spot)
CARTArgus$50 → $58Target raised to $58 from $50 (+15.9% to spot)
DELLBernstein$500 → $650Target raised to $650 from $500 (+53.1% to spot)Rubin
DOCUBTIG$60 → $75Target raised to $75 from $60 (+16% to spot)
GTLBCanaccord$40 → $70Target raised to $70 from $40 (+55.2% to spot)
PANWBTIG$380 → $404Target raised to $404 from $380 (+11.6% to spot)AEI
GWREBTIG$175 → $230Target raised to $230 from $175 (+14.4% to spot)
GTLBMorgan Stanley$30 → $57Target raised to $57 from $30 (+26.4% to spot)
LIVNPiper Sandler$87 → $90Target raised to $90 from $87 (+12.3% to spot)
PANWPiper Sandler$345 → $410Target raised to $410 from $345 (+13.2% to spot)AEI
EROCGuggenheim$23 → $20Target cut to $20 from $23 (+75.3% to spot)
SPHRGuggenheim$193 → $208Target raised to $208 from $193 (+56% to spot)
GTLBPiper Sandler$28 → $52Target raised to $52 from $28 (+15.3% to spot)
BLLNCanaccord$120Target set to $120 (+30% to spot)
MDTStifel$80 → $95Target raised to $95 from $80 (+3.2% to spot)
OVVWells Fargo$79Target set to $79 (+18.7% to spot)
MURWells Fargo$41Target set to $41 (+9% to spot)
CRGYWells Fargo$19Target set to $19 (+35% to spot)
CHRDWells Fargo$175Target set to $175 (+16.3% to spot)
APAWells Fargo$50Target set to $50 (+12.9% to spot)
MDBMorgan Stanley$430Target set to $430 (-1% to spot)AEI
PANWMorgan Stanley$394Target set to $394 (+8.8% to spot)AEI
ALMSMorgan Stanley$29Target set to $29 (+206.2% to spot)
DELLMorgan Stanley$499Target set to $499 (+17.5% to spot)Rubin
GTLBTruist Securities$48Target set to $48 (+6.5% to spot)
GTLBBTIG$60Target set to $60 (+33.1% to spot)
CLMTH.C. Wainwright$60 → $75Target raised to $75 from $60 (+45.6% to spot)
VMRKBarclays$76 → $75Target cut to $75 from $76 (+14.9% to spot)
PANWBarclays$370 → $375Target raised to $375 from $370 (+3.6% to spot)AEI
CRDOBofA Securities$275Target set to $275 (+33.1% to spot)Rubin
MMEDBofA Securities$28Target set to $28 (+24.9% to spot)
DELLMizuho$600Target set to $600 (+41.3% to spot)Rubin
DELLRaymond James$617Target set to $617 (+45.3% to spot)Rubin
MTXRaymond James$37Target set to $37 (-47.7% to spot)
APARaymond James$54Target set to $54 (+21.9% to spot)
ZSJefferies$220Target set to $220 (+23.3% to spot)AEI
MDTTruist Securities$99Target set to $99 (+7.6% to spot)
MDTWells Fargo$104Target set to $104 (+13% to spot)
OKEWells Fargo$106Target set to $106 (+10.8% to spot)
GTLBWells Fargo$26Target set to $26 (-42.3% to spot)
TRGPWells Fargo$324Target set to $324 (+9.4% to spot)
CDNACanaccord$65Target set to $65 (+32.7% to spot)
REIMizuho$2Target set to $2 (+33.3% to spot)
BRZEBarclays$31 → $38Target raised to $38 from $31 (+15.9% to spot)
DELLBarclays$550 → $603Target raised to $603 from $550 (+42% to spot)Rubin
GTLBBarclays$25 → $47Target raised to $47 from $25 (+4.2% to spot)
NUCLH.C. Wainwright$11.5Target set to $11.5 (+72.9% to spot)
SIRIDeutsche Bank$45Target set to $45 (+62.9% to spot)
TEMCantor Fitzgerald$80Target set to $80 (+28.5% to spot)AW40
ALMSH.C. Wainwright$15Target set to $15 (+58.4% to spot)
HWolfe Research$203Target set to $203 (+24.9% to spot)
SRADWolfe Research$22Target set to $22 (+78.7% to spot)
RRRWolfe Research$73Target set to $73 (+30.1% to spot)
WYNNWolfe Research$128Target set to $128 (+41.3% to spot)
DKNGWolfe Research$40Target set to $40 (+70.6% to spot)
FLUTWolfe Research$150Target set to $150 (+54.6% to spot)
CHDNWolfe Research$119Target set to $119 (+37.3% to spot)
MTDRWells Fargo$77Target set to $77 (+30% to spot)
ALMJefferies$26.25Target set to $26.25 (+48.9% to spot)
AVEXPiper Sandler$20Target set to $20 (+18.4% to spot)
GFLBarclays$58Target set to $58 (+39.8% to spot)
RKLBBerenberg$83Target set to $83 (+32.7% to spot)HALO
PLBerenberg$25Target set to $25 (+29.8% to spot)
HAWKBerenberg$24Target set to $24 (+30.7% to spot)
ASTSBerenberg$92Target set to $92 (+64.9% to spot)HALO
DELLMelius$735Target set to $735 (+73.1% to spot)Rubin
DELLPiper Sandler$558Target set to $558 (+31.4% to spot)Rubin
KNXMarket Outperform by Citizens$90Target set to $90 (+34.9% to spot)
HOODPiper Sandler$145Target set to $145 (+40.1% to spot)
DELLEvercore ISI$550 → $575Target raised to $575 from $550 (+27.6% to spot)Rubin
ORCLJefferies$290Target set to $290 (+105.3% to spot)AW40
IHGUBS$188Target set to $188 (+21.1% to spot)

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