Analyst Wire — 2026-09-03

Every US sell-side action recorded on 2026-09-03 — 101 in total: 2 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 (2)

NameFirmRatingTargetCallOurs
SHELMorgan StanleyEqual-Weight → Overweight$101.3Upgraded to Overweight from Equal-Weight · Target set to $101.3 (+9.7% to spot)
DOONational BankSector Perform → OutperformUpgraded to Outperform from Sector Perform

Downgrades (1)

NameFirmRatingTargetCallOurs
AVGOUBSBuy → HoldDowngraded to Hold from BuyRubin

Initiations (4)

NameFirmRatingTargetCallOurs
CBNKRaymond JamesMarket Perform → Market PerformInitiated to Market Perform from Market Perform
AVGORBC CapitalSector Perform → OutperformInitiated to Outperform from Sector PerformRubin
AVGOJefferiesBuy → BuyInitiated to Buy from BuyRubin
AVGOCowen & Co.Buy → BuyInitiated to Buy from BuyRubin

Price-target moves (94)

NameFirmRatingTargetCallOurs
FERGJefferies$295Target set to $295 (+32.2% to spot)
CRWDRoth Capital$200 → $220Target raised to $220 from $200 (+2.3% to spot)AEI
CPBJefferies$22 → $20Target cut to $20 from $22 (-9.6% to spot)
VBNKRoth Capital$25 → $28Target raised to $28 from $25 (+36% to spot)
TTEMorgan Stanley$90Target set to $90 (+0.8% to spot)
SNOWGoldman Sachs$300 → $436Target raised to $436 from $300 (+22.3% to spot)AEI
SNDABaird$43Target set to $43 (+13.5% to spot)
CIENEvercore ISI$550 → $375Target cut to $375 from $550 (+18.1% to spot)
CIENNeedham$520Target set to $520 (+63.8% to spot)
CIENRaymond James$530 → $600Target raised to $600 from $530 (+90.1% to spot)
DYRaymond James$375Target set to $375 (+26.9% to spot)
RAREMorgan Stanley$18Target set to $18 (+22.3% to spot)
CLYMBTIG$20 → $32Target raised to $32 from $20 (+118.1% to spot)
VBNKRaymond James$23 → $20Target cut to $20 from $23 (-3.1% to spot)
CLYMBaird$21 → $25Target raised to $25 from $21 (+71% to spot)
HCMDaiwa$18.5Target set to $18.5 (+31% to spot)
PSTigress Financial$39 → $41Target raised to $41 from $39 (+10.8% to spot)
CLYMPiper Sandler$23 → $40Target raised to $40 from $23 (+176.6% to spot)
JILLTelsey Advisory$14 → $18Target raised to $18 from $14 (-4.1% to spot)
TCOMHSBC$48Target set to $48 (+16% to spot)
OLLICraig-Hallum$130 → $120Target cut to $120 from $130 (+66.1% to spot)
FIVECraig-Hallum$270 → $325Target raised to $325 from $270 (+33.1% to spot)
DAKTCraig-Hallum$32 → $33Target raised to $33 from $32 (+72.3% to spot)
HPETruist$69 → $70Target raised to $70 from $69 (+44.6% to spot)Rubin
FIVETruist$273 → $297Target raised to $297 from $273 (+22.9% to spot)
AVGOTruist$550 → $520Target cut to $520 from $550 (+50.7% to spot)Rubin
NTAPNorthland$171 → $187Target raised to $187 from $171 (+0.6% to spot)AEI
SNOWTruist$375 → $425Target raised to $425 from $375 (+14.6% to spot)AEI
OLLITruist$80 → $85Target raised to $85 from $80 (+17.6% to spot)
GOLDNorthland$57 → $55Target cut to $55 from $57 (+37.1% to spot)
CXMCantor Fitzgerald$6.5 → $7.5Target raised to $7.5 from $6.5 (+14.8% to spot)
CXMMorgan Stanley$7 → $8Target raised to $8 from $7 (+22.6% to spot)
NTAPMorgan Stanley$173 → $191Target raised to $191 from $173 (+3.4% to spot)AEI
NTSKRBC Capital$20Target set to $20 (+40.5% to spot)
OVIDRoth Capital$7 → $8Target raised to $8 from $7 (+186.2% to spot)
GLXYMorgan Stanley$37 → $48Target raised to $48 from $37 (+88.9% to spot)
HPEEvercore ISI$70 → $65Target cut to $65 from $70 (+32.3% to spot)Rubin
RAREWedbush$30 → $23Target cut to $23 from $30 (+55.5% to spot)
NTAPWedbush$150 → $170Target raised to $170 from $150 (-6.7% to spot)AEI
SNOWEvercore ISI$360 → $430Target raised to $430 from $360 (+14.2% to spot)AEI
AVGOCantor Fitzgerald$525 → $600Target raised to $600 from $525 (+75% to spot)Rubin
RARECantor Fitzgerald$103 → $33Target cut to $33 from $103 (+123.2% to spot)
FIVEMorgan Stanley$235 → $300Target raised to $300 from $235 (+23.9% to spot)
OLLIMorgan Stanley$108 → $98Target cut to $98 from $108 (+39% to spot)
SNOWScotiabank$320 → $440Target raised to $440 from $320 (+18.2% to spot)AEI
HPEMorgan Stanley$69 → $67Target cut to $67 from $69 (+37.9% to spot)Rubin
LIIMorgan Stanley$450 → $375Target cut to $375 from $450 (-0.4% to spot)
FIVEDeutsche Bank$334 → $401Target raised to $401 from $334 (+66.4% to spot)
MDTDeutsche Bank$78 → $92Target raised to $92 from $78 (+0.5% to spot)
DELLDeutsche Bank$480 → $520Target raised to $520 from $480 (+2.7% to spot)Rubin
SNOWDA Davidson$300 → $450Target raised to $450 from $300 (+20.9% to spot)AEI
SNOWRBC Capital$372 → $440Target raised to $440 from $372 (+17.4% to spot)AEI
HAERaymond James$105 → $125Target raised to $125 from $105 (+21.4% to spot)
OLLIRBC Capital$121 → $124Target raised to $124 from $121 (+75.1% to spot)
FIVEJefferies$350 → $420Target raised to $420 from $350 (+73.7% to spot)
RAREJefferies$77 → $28Target cut to $28 from $77 (+87.2% to spot)
GIIITelsey Advisory$38 → $32Target cut to $32 from $38 (+15.6% to spot)
AVGORaymond James$450 → $475Target raised to $475 from $450 (+38.3% to spot)Rubin
HPEUBS$65 → $59Target cut to $59 from $65 (+13.8% to spot)Rubin
CVSUBS$126 → $118Target cut to $118 from $126 (+21.4% to spot)
NTAPUBS$160 → $171Target raised to $171 from $160 (-5.4% to spot)AEI
MDTUBS$100 → $110Target raised to $110 from $100 (+19.3% to spot)
FIVEUBS$285 → $325Target raised to $325 from $285 (+33.7% to spot)
SLFArgus$81 → $88Target raised to $88 from $81 (+10.7% to spot)
ILMNArgus$180 → $235Target raised to $235 from $180 (+10.2% to spot)HALO
AXONArgus$460 → $600Target raised to $600 from $460 (+18.3% to spot)HALO
FIVEEvercore ISI$245 → $260Target raised to $260 from $245 (+7% to spot)
NTSKBMO Capital$13 → $18Target raised to $18 from $13 (+30.9% to spot)
AVGOEvercore ISI$582 → $578Target cut to $578 from $582 (+57.4% to spot)Rubin
CVXBMO Capital$210 → $235Target raised to $235 from $210 (+11% to spot)
AVGOBMO Capital$455 → $575Target raised to $575 from $455 (+56.6% to spot)Rubin
NTSKMorgan Stanley$14 → $16Target raised to $16 from $14 (+16.4% to spot)
SNOWOppenheimer$400 → $475Target raised to $475 from $400 (+55.3% to spot)AEI
IMAXRoth Capital$50 → $60Target raised to $60 from $50 (+16.1% to spot)
PCGBarclays$23 → $18Target cut to $18 from $23 (+35% to spot)
SNOWBTIG$340 → $424Target raised to $424 from $340 (+38.6% to spot)AEI
NTSKBTIG$17 → $18Target raised to $18 from $17 (+30.9% to spot)
TEAMBTIG$180 → $230Target raised to $230 from $180 (+23.4% to spot)AW40
FLUTBernstein$105 → $110Target raised to $110 from $105 (+7.9% to spot)
DKNGBernstein$27 → $29Target raised to $29 from $27 (+19.8% to spot)
FIVEWells Fargo$295Target set to $295 (+21.4% to spot)
SNOWBarclays$332 → $384Target raised to $384 from $332 (+25.6% to spot)AEI
VSHTruist$42Target set to $42 (+37.2% to spot)
RAREH.C. Wainwright$50 → $25Target cut to $25 from $50 (-5.8% to spot)
SNOWMorgan Stanley$470Target set to $470 (+53.7% to spot)AEI
SNOWNeedham$450Target set to $450 (+47.1% to spot)AEI
SGIUBS$94 → $102Target raised to $102 from $94 (+50.4% to spot)
AVGOMorgan Stanley$502 → $505Target raised to $505 from $502 (+37.5% to spot)Rubin
NTAPWells Fargo$180 → $190Target raised to $190 from $180 (+5.1% to spot)AEI
CVXWells Fargo$226 → $230Target raised to $230 from $226 (+8.6% to spot)
SNOWStifel$350 → $450Target raised to $450 from $350 (+47.1% to spot)AEI
MGNINeedham$30Target set to $30 (+20.6% to spot)
AMZNWells Fargo$328 → $338Target raised to $338 from $328 (+32.6% to spot)AW40
PCGTruist$17Target set to $17 (+27.5% to spot)

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