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Analyst Wire — 2026-09-04

Every US sell-side action recorded on 2026-09-04 — 74 in total: 2 upgrades, 3 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
NFLXMorgan StanleyNeutral → Overweight—Upgraded to Overweight from NeutralAW40
AAPLMorgan StanleyUnderweight → Overweight—Upgraded to Overweight from UnderweightAW40

Downgrades (3)

NameFirmRatingTargetCallOurs
UBERPiper SandlerOverweight → Underweight—Downgraded to Underweight from Overweight—
UBERUBSNeutral → Sell—Downgraded to Sell from Neutral—
UBERCitigroupMarket Outperform → Underweight—Downgraded to Underweight from Market Outperform—

Initiations (1)

NameFirmRatingTargetCallOurs
UBERScotiabankOutperform—Initiated to Outperform—

Price-target moves (68)

NameFirmRatingTargetCallOurs
CHWYMizuho—$32Target set to $32 (+33.6% to spot)—
CURVBofA Securities—$2.7Target set to $2.7 (+21.1% to spot)—
IOTEvercore ISI—$55Target set to $55 (+41.9% to spot)AW40
DLTRBarclays—$140 → $160Target raised to $160 from $140 (+22.1% to spot)—
DOCUMorgan Stanley—$75Target set to $75 (+13.7% to spot)—
LULUMorgan Stanley—$83Target set to $83 (-31.8% to spot)HALO
ZGNUBS—$15.4 → $15.5Target raised to $15.5 from $15.4 (+22.5% to spot)—
ZSMorgan Stanley—$165Target set to $165 (-7.2% to spot)AEI
DOCUBaird—$72Target set to $72 (+9.1% to spot)—
AMBARoth Capital—$90 → $65Target cut to $65 from $90 (+2.6% to spot)—
OBTPiper Sandler—$44Target set to $44 (+14.6% to spot)—
ZSPiper Sandler—$160 → $175Target raised to $175 from $160 (-1.6% to spot)AEI
LULUPiper Sandler—$110 → $80Target cut to $80 from $110 (-34.3% to spot)HALO
MRKWells Fargo—$150 → $170Target raised to $170 from $150 (+11.6% to spot)—
IOTGuggenheim—$51Target set to $51 (+31.6% to spot)AW40
IOTMorgan Stanley—$43 → $49Target raised to $49 from $43 (+26.5% to spot)AW40
ASANPiper Sandler—$7 → $9Target raised to $9 from $7 (-10.8% to spot)—
DOCUPiper Sandler—$52 → $75Target raised to $75 from $52 (+13.7% to spot)—
IOTPiper Sandler—$40 → $46Target raised to $46 from $40 (+18.7% to spot)AW40
MSFTStifel—$450 → $530Target raised to $530 from $450 (+3.9% to spot)AW40
LULUStifel—$134 → $100Target cut to $100 from $134 (-17.9% to spot)HALO
LULUBaird—$140 → $115Target cut to $115 from $140 (-5.6% to spot)HALO
ORCLMorgan Stanley—$207 → $210Target raised to $210 from $207 (+36.3% to spot)AW40
ZSScotiabank—$200Target set to $200 (+12.5% to spot)AEI
ASANBaird—$9 → $10Target raised to $10 from $9 (-0.9% to spot)—
LULUBernstein SocGen Group—$115Target set to $115 (-5.6% to spot)HALO
PATHBarclays—$14 → $17Target raised to $17 from $14 (-6.7% to spot)Euro-AI · AW40
RVTYKeyBanc—$125 → $165Target raised to $165 from $125 (+26.3% to spot)—
PHRBaird—$10 → $11Target raised to $11 from $10 (-0.9% to spot)—
AOUTRoth Capital—$13.5 → $17Target raised to $17 from $13.5 (+69.8% to spot)—
INTCMizuho—$109 → $92Target cut to $92 from $109 (+0.4% to spot)Rubin
COSTBernstein—$1194 → $1144Target cut to $1144 from $1194 (+23.6% to spot)HALO
ZSNeedham—$215Target set to $215 (+20.9% to spot)AEI
PLNeedham—$40Target set to $40 (+118% to spot)—
PCARMorgan Stanley—$119 → $125Target raised to $125 from $119 (+0.4% to spot)HALO
IOTBTIG—$45 → $54Target raised to $54 from $45 (+39.4% to spot)AW40
GWREBTIG—$230 → $220Target cut to $220 from $230 (+8.4% to spot)—
IONSBMO Capital—$60 → $61Target raised to $61 from $60 (+4.9% to spot)—
GWREOppenheimer—$200 → $210Target raised to $210 from $200 (+3.5% to spot)—
IOTBMO Capital—$44 → $54Target raised to $54 from $44 (+39.4% to spot)AW40
PATHBMO Capital—$13 → $18Target raised to $18 from $13 (-1.2% to spot)Euro-AI · AW40
CPBRBC Capital—$21 → $19Target cut to $19 from $21 (-10.7% to spot)—
PLCraig-Hallum—$49 → $35Target cut to $35 from $49 (+92.9% to spot)—
CIENMorgan Stanley—$490 → $425Target cut to $425 from $490 (+31.9% to spot)—
IOTRBC Capital—$50 → $55Target raised to $55 from $50 (+35.9% to spot)AW40
VSXYMorgan Stanley—$99 → $101Target raised to $101 from $99 (+37.3% to spot)—
ASANRBC Capital—$8 → $9.5Target raised to $9.5 from $8 (+12.2% to spot)—
SNOWArgus—$300 → $450Target raised to $450 from $300 (+29.5% to spot)AEI
CWENJefferies—$38Target set to $38 (+20.2% to spot)—
ASANUBS—$8 → $10Target raised to $10 from $8 (+17.5% to spot)—
DOCUUBS—$54 → $70Target raised to $70 from $54 (+6.4% to spot)—
UGPUBS—$7.2 → $7.9Target raised to $7.9 from $7.2 (+9% to spot)—
CIENUBS—$508 → $394Target cut to $394 from $508 (+23% to spot)—
CASYDeutsche Bank—$1000 → $927Target cut to $927 from $1000 (+22.3% to spot)—
COSTDeutsche Bank—$1120 → $1091Target cut to $1091 from $1120 (+18.2% to spot)HALO
HOODDeutsche Bank—$115 → $136Target raised to $136 from $115 (+11.1% to spot)—
AOUTLake Street—$15 → $16Target raised to $16 from $15 (+11.9% to spot)—
MNRCapital One—$16Target set to $16 (+28.1% to spot)—
IOTCraig-Hallum—$48 → $54Target raised to $54 from $48 (+30.2% to spot)AW40
OXMTruist—$40 → $33Target cut to $33 from $40 (+7.8% to spot)—
PATHDA Davidson—$12 → $16Target raised to $16 from $12 (+2.5% to spot)Euro-AI · AW40
PHRDA Davidson—$14 → $13Target cut to $13 from $14 (+19.9% to spot)—
MAMALake Street—$20 → $22Target raised to $22 from $20 (+37.1% to spot)—
AVGODA Davidson—$400 → $350Target cut to $350 from $400 (-1.5% to spot)Rubin
PLNorthland—$50 → $40Target cut to $40 from $50 (+119.9% to spot)—
ASANDA Davidson—$8 → $9Target raised to $9 from $8 (+6.5% to spot)—
MTRXNorthland—$24 → $16Target cut to $16 from $24 (+54.8% to spot)—
EQBKDA Davidson—$51 → $54Target raised to $54 from $51 (+4.4% to spot)—

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