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Analyst Wire — 2026-09-07

Every US sell-side action recorded on 2026-09-07 — 16 in total: 0 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.

Downgrades (3)

NameFirmRatingTargetCallOurs
PANWCitigroupBuy → Neutral—Downgraded to Neutral from BuyAEI
AUMorgan StanleyOverweight → Underweight—Downgraded to Underweight from Overweight—
SWGoldman SachsBuy → Sell—Downgraded to Sell from Buy—

Price-target moves (13)

NameFirmRatingTargetCallOurs
PDDArete—$93Target set to $93 (+13.1% to spot)—
SEArete—$152Target set to $152 (+35.6% to spot)HALO · AW40
BIDUArete—$108Target set to $108 (+8.6% to spot)—
JDArete—$30Target set to $30 (+6.2% to spot)—
ETNUBS—$515Target set to $515 (+25.3% to spot)Rubin · Euro-AI
BEUBS—$300 → $325Target raised to $325 from $300 (+28.5% to spot)Rubin
TALOGoldman Sachs—$17 → $20Target raised to $20 from $17 (+18.8% to spot)—
MURGoldman Sachs—$35 → $34Target cut to $34 from $35 (-6.7% to spot)—
APAGoldman Sachs—$31 → $43Target raised to $43 from $31 (+0.5% to spot)—
CLFBofA—$12 → $13Target raised to $13 from $12 (+4% to spot)—
BTIMorgan Stanley—$66.7 → $68.1Target raised to $68.1 from $66.7 (+23% to spot)—
ZGNMorgan Stanley—$12 → $13Target raised to $13 from $12 (+3.5% to spot)—
BABABernstein SocGen Group—$165Target set to $165 (+45.7% to spot)—

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