Analyst Wire — 2026-09-04

Every US sell-side action recorded on 2026-09-04 — 113 in total: 6 upgrades, 7 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
AAPLMorgan StanleyUnderweight → OverweightUpgraded to Overweight from UnderweightAW40
NFLXMorgan StanleyNeutral → OverweightUpgraded to Overweight from NeutralAW40
PLNew StreetSell → NeutralUpgraded to Neutral from Sell
VODGoldman SachsSell → BuyUpgraded to Buy from Sell
ORABernsteinUnderperform → Market PerformUpgraded to Market Perform from Underperform
SFNCPiper SandlerUnderweight → Overweight$27.5Upgraded to Overweight from Underweight · Target set to $27.5 (+19.7% to spot)

Downgrades (7)

NameFirmRatingTargetCallOurs
UBERCitigroupMarket Outperform → UnderweightDowngraded to Underweight from Market Outperform
UBERUBSNeutral → SellDowngraded to Sell from Neutral
UBERPiper SandlerOverweight → UnderweightDowngraded to Underweight from Overweight
ORAUBSBuy → NeutralDowngraded to Neutral from Buy
AMBACraig-HallumBuy → Hold$70Downgraded to Hold from Buy · Target set to $70 (+10.4% to spot)
HASIUBSBuy → NeutralDowngraded to Neutral from Buy
SMMorgan StanleyOverweight → Equal-WeightDowngraded to Equal-Weight from Overweight

Initiations (6)

NameFirmRatingTargetCallOurs
UBERScotiabankOutperformInitiated to Outperform
ORACitigroupNeutral → BuyInitiated to Buy from Neutral
ORAStephensBuyInitiated to Buy
INFQB. RileyBuyInitiated to Buy
DNTHCitigroupBuyInitiated to Buy
JPMorgan StanleyOverweight → CautiousInitiated to Cautious from Overweight

Price-target moves (94)

NameFirmRatingTargetCallOurs
MAMADA Davidson$25 → $22Target cut to $22 from $25 (+37.3% to spot)
PVHTelsey Advisory$84 → $79Target cut to $79 from $84 (+5.3% to spot)
TTCDA Davidson$117 → $115Target cut to $115 from $117 (+23.8% to spot)
EQBKDA Davidson$51 → $54Target raised to $54 from $51 (+4.4% to spot)
MTRXNorthland$24 → $16Target cut to $16 from $24 (+54.8% to spot)
ASANDA Davidson$8 → $9Target raised to $9 from $8 (+6.5% to spot)
PLNorthland$50 → $40Target cut to $40 from $50 (+119.9% to spot)
AVGODA Davidson$400 → $350Target cut to $350 from $400 (-1.5% to spot)Rubin
MAMALake Street$20 → $22Target raised to $22 from $20 (+37.1% to spot)
PHRDA Davidson$14 → $13Target cut to $13 from $14 (+19.9% to spot)
PATHDA Davidson$12 → $16Target raised to $16 from $12 (+2.5% to spot)Euro-AI · AW40
OXMTruist$40 → $33Target cut to $33 from $40 (+7.8% to spot)
IOTCraig-Hallum$48 → $54Target raised to $54 from $48 (+30.2% to spot)AW40
MNRCapital One$16Target set to $16 (+28.1% to spot)
AOUTLake Street$15 → $16Target raised to $16 from $15 (+11.9% to spot)
HOODDeutsche Bank$115 → $136Target raised to $136 from $115 (+11.1% to spot)
COSTDeutsche Bank$1120 → $1091Target cut to $1091 from $1120 (+18.2% to spot)HALO
CASYDeutsche Bank$1000 → $927Target cut to $927 from $1000 (+22.3% to spot)
CIENUBS$508 → $394Target cut to $394 from $508 (+23% to spot)
UGPUBS$7.2 → $7.9Target raised to $7.9 from $7.2 (+9% to spot)
DOCUUBS$54 → $70Target raised to $70 from $54 (+6.4% to spot)
ASANUBS$8 → $10Target raised to $10 from $8 (+17.5% to spot)
CWENJefferies$38Target set to $38 (+20.2% to spot)
SNOWArgus$300 → $450Target raised to $450 from $300 (+29.5% to spot)AEI
ASANRBC Capital$8 → $9.5Target raised to $9.5 from $8 (+12.2% to spot)
VSXYMorgan Stanley$99 → $101Target raised to $101 from $99 (+37.3% to spot)
IOTRBC Capital$50 → $55Target raised to $55 from $50 (+35.9% to spot)AW40
CIENMorgan Stanley$490 → $425Target cut to $425 from $490 (+31.9% to spot)
PLCraig-Hallum$49 → $35Target cut to $35 from $49 (+92.9% to spot)
CPBRBC Capital$21 → $19Target cut to $19 from $21 (-10.7% to spot)
PATHBMO Capital$13 → $18Target raised to $18 from $13 (-1.2% to spot)Euro-AI · AW40
IOTBMO Capital$44 → $54Target raised to $54 from $44 (+39.4% to spot)AW40
GWREOppenheimer$200 → $210Target raised to $210 from $200 (+3.5% to spot)
IONSBMO Capital$60 → $61Target raised to $61 from $60 (+4.9% to spot)
GWREBTIG$230 → $220Target cut to $220 from $230 (+8.4% to spot)
IOTBTIG$45 → $54Target raised to $54 from $45 (+39.4% to spot)AW40
PCARMorgan Stanley$119 → $125Target raised to $125 from $119 (+0.4% to spot)HALO
PLNeedham$40Target set to $40 (+118% to spot)
ZSNeedham$215Target set to $215 (+20.9% to spot)AEI
COSTBernstein$1194 → $1144Target cut to $1144 from $1194 (+23.6% to spot)HALO
INTCMizuho$109 → $92Target cut to $92 from $109 (+0.4% to spot)Rubin
AOUTRoth Capital$13.5 → $17Target raised to $17 from $13.5 (+69.8% to spot)
PHRBaird$10 → $11Target raised to $11 from $10 (-0.9% to spot)
RVTYKeyBanc$125 → $165Target raised to $165 from $125 (+26.3% to spot)
PATHBarclays$14 → $17Target raised to $17 from $14 (-6.7% to spot)Euro-AI · AW40
LULUBernstein SocGen Group$115Target set to $115 (-5.6% to spot)HALO
ASANBaird$9 → $10Target raised to $10 from $9 (-0.9% to spot)
ZSScotiabank$200Target set to $200 (+12.5% to spot)AEI
ORCLMorgan Stanley$207 → $210Target raised to $210 from $207 (+36.3% to spot)AW40
LULUBaird$140 → $115Target cut to $115 from $140 (-5.6% to spot)HALO
LULUStifel$134 → $100Target cut to $100 from $134 (-17.9% to spot)HALO
MSFTStifel$450 → $530Target raised to $530 from $450 (+3.9% to spot)AW40
IOTPiper Sandler$40 → $46Target raised to $46 from $40 (+18.7% to spot)AW40
DOCUPiper Sandler$52 → $75Target raised to $75 from $52 (+13.7% to spot)
ASANPiper Sandler$7 → $9Target raised to $9 from $7 (-10.8% to spot)
IOTMorgan Stanley$43 → $49Target raised to $49 from $43 (+26.5% to spot)AW40
IOTGuggenheim$51Target set to $51 (+31.6% to spot)AW40
MRKWells Fargo$150 → $170Target raised to $170 from $150 (+11.6% to spot)
LULUPiper Sandler$110 → $80Target cut to $80 from $110 (-34.3% to spot)HALO
ZSPiper Sandler$160 → $175Target raised to $175 from $160 (-1.6% to spot)AEI
OBTPiper Sandler$44Target set to $44 (+14.6% to spot)
AMBARoth Capital$90 → $65Target cut to $65 from $90 (+2.6% to spot)
DOCUBaird$72Target set to $72 (+9.1% to spot)
ZSMorgan Stanley$165Target set to $165 (-7.2% to spot)AEI
ZGNUBS$15.4 → $15.5Target raised to $15.5 from $15.4 (+22.5% to spot)
LULUMorgan Stanley$83Target set to $83 (-31.8% to spot)HALO
DOCUMorgan Stanley$75Target set to $75 (+13.7% to spot)
DLTRBarclays$140 → $160Target raised to $160 from $140 (+22.1% to spot)
IOTEvercore ISI$55Target set to $55 (+41.9% to spot)AW40
CURVBofA Securities$2.7Target set to $2.7 (+21.1% to spot)
CHWYMizuho$32Target set to $32 (+33.6% to spot)
LULUUBS$106Target set to $106 (-13% to spot)HALO
FIZZUBS$32Target set to $32 (-1.4% to spot)
TEVAUBS$48Target set to $48 (+31.1% to spot)
ZSBarclays$192 → $200Target raised to $200 from $192 (+12.5% to spot)AEI
RAREBarclays$43 → $32Target cut to $32 from $43 (+115.5% to spot)
TSNBarclays$78 → $75Target cut to $75 from $78 (+44.9% to spot)
CPBBarclays$19 → $18Target cut to $18 from $19 (-18.6% to spot)
OBarclays$67 → $65Target cut to $65 from $67 (+5.3% to spot)
NNNBarclays$45 → $47Target raised to $47 from $45 (+4% to spot)
CIENBarclays$607 → $475Target cut to $475 from $607 (+49.6% to spot)
CIENB.Riley$347Target set to $347 (+9.3% to spot)
AMGNWells Fargo$435Target set to $435 (-2.1% to spot)HALO
GWREWells Fargo$195Target set to $195 (-3.9% to spot)
IOTWells Fargo$58Target set to $58 (+49.7% to spot)AW40
ZSWells Fargo$215Target set to $215 (+20.9% to spot)AEI
DOCUWells Fargo$60Target set to $60 (-9% to spot)
BLTECanaccord$303Target set to $303 (+77.1% to spot)
NIOGoldman Sachs$6.1Target set to $6.1 (+58% to spot)
TSNBMO Capital$65Target set to $65 (+25.6% to spot)
SFNCKeefe Bruyette$25 → $26Target raised to $26 from $25 (+13.1% to spot)
DOCUEvercore ISI$65Target set to $65 (-1.5% to spot)
PATHTD Cowen$16Target set to $16 (-12.2% to spot)Euro-AI · AW40
IOTTruist Securities$48Target set to $48 (+23.9% to spot)AW40

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