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Analyst Wire — 2026-09-08

Every US sell-side action recorded on 2026-09-08 — 81 in total: 3 upgrades, 2 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 (3)

NameFirmRatingTargetCallOurs
NFLXRaymond JamesMarket Perform → Buy—Upgraded to Buy from Market PerformAW40
HCMHSBCHold → Buy—Upgraded to Buy from Hold—
INTCUBSNeutral → Buy—Upgraded to Buy from NeutralRubin

Downgrades (2)

NameFirmRatingTargetCallOurs
NFLXMorgan StanleyOverweight → Underweight—Downgraded to Underweight from OverweightAW40
NVSDeutsche BankBuy → Hold—Downgraded to Hold from Buy—

Initiations (14)

NameFirmRatingTargetCallOurs
DAVELoop Capital MarketsBuy—Initiated to Buy—
UPSTLoop Capital MarketsBuy → Hold—Initiated to Hold from Buy—
NFLXPivotal ResearchHold → Buy—Initiated to Buy from HoldAW40
AZNRBC CapitalOutperform—Initiated to Outperform—
GSKRBC CapitalOutperform → Sector Perform—Initiated to Sector Perform from Outperform—
SNYRBC CapitalSector Perform—Initiated to Sector Perform—
NVSRBC CapitalSector Perform—Initiated to Sector Perform—
KLARLoop Capital MarketsHold—Initiated to Hold—
AFRMLoop Capital MarketsBuy—Initiated to Buy—
CHYMLoop Capital MarketsBuy—Initiated to Buy—
SOFILoop Capital MarketsHold—Initiated to Hold—
INTCCitigroupBuy → Buy—Initiated to Buy from BuyRubin
INTCPivotal ResearchBuy—Initiated to BuyRubin
INTCRBC CapitalSector Perform → Outperform—Initiated to Outperform from Sector PerformRubin

Price-target moves (62)

NameFirmRatingTargetCallOurs
TMOUBS—$730Target set to $730 (+21.1% to spot)—
PWRPiper Sandler—$731Target set to $731 (+14.4% to spot)Rubin · HALO
NXTPiper Sandler—$116Target set to $116 (+35.8% to spot)—
MTZPiper Sandler—$321Target set to $321 (+30.4% to spot)—
FLNCPiper Sandler—$6Target set to $6 (-45.7% to spot)HALO
ARRYPiper Sandler—$5Target set to $5 (+6.4% to spot)HALO
AGXPiper Sandler—$273Target set to $273 (-37.5% to spot)—
DAVELoop Capital—$500Target set to $500 (+32.8% to spot)—
UPSTLoop Capital—$34Target set to $34 (+26% to spot)—
SOFILoop Capital—$22Target set to $22 (+22.2% to spot)—
CHYMLoop Capital—$45Target set to $45 (+39.3% to spot)—
AFRMLoop Capital—$105Target set to $105 (+45.7% to spot)—
KLARLoop Capital—$18Target set to $18 (+26.2% to spot)—
HOODStoneX—$170Target set to $170 (+44.9% to spot)—
PHVSOppenheimer—$50 → $75Target raised to $75 from $50 (+98.6% to spot)—
PDCCAlliance Global—$12 → $10.5Target cut to $10.5 from $12 (+16% to spot)—
OKLOPiper Sandler—$55Target set to $55 (+27% to spot)—
DECKBMO Capital—$70Target set to $70 (-15.3% to spot)HALO
CRIBMO Capital—$40Target set to $40 (+23.9% to spot)—
ONONBMO Capital—$28Target set to $28 (+2.7% to spot)HALO
BBWIBMO Capital—$20Target set to $20 (+5.8% to spot)—
URBNBMO Capital—$80Target set to $80 (+0.7% to spot)—
BIRKBMO Capital—$35Target set to $35 (+7.3% to spot)HALO
ASBMO Capital—$38Target set to $38 (+32.5% to spot)—
GAPBMO Capital—$23Target set to $23 (+2.8% to spot)—
ANFBMO Capital—$170Target set to $170 (+12.3% to spot)—
AEOBMO Capital—$18Target set to $18 (+4.4% to spot)—
NKEBMO Capital—$30Target set to $30 (-21.3% to spot)—
DKSBMO Capital—$110Target set to $110 (-16.9% to spot)—
ASOBMO Capital—$42Target set to $42 (-6.1% to spot)—
ULTABMO Capital—$580Target set to $580 (+5.6% to spot)—
VSXYBMO Capital—$80Target set to $80 (+1.9% to spot)—
LULUBMO Capital—$70Target set to $70 (-32.2% to spot)HALO
SHOOBMO Capital—$60Target set to $60 (+39% to spot)—
XEPiper Sandler—$9Target set to $9 (-53% to spot)—
TARSJefferies—$88 → $105Target raised to $105 from $88 (+17.1% to spot)—
HYPDChardan—$7.3 → $8.45Target raised to $8.45 from $7.3 (+137.4% to spot)—
TTDEvercore ISI—$13 → $14Target raised to $14 from $13 (-0.7% to spot)—
ROIVH.C. Wainwright—$41 → $47Target raised to $47 from $41 (+11.8% to spot)—
IONSRaymond James—$87 → $84Target cut to $84 from $87 (+48.9% to spot)—
CRHBerenberg—$146 → $140Target cut to $140 from $146 (+51.8% to spot)—
DYNRaymond James—$37Target set to $37 (+80.8% to spot)—
ROIVJefferies—$42 → $52Target raised to $52 from $42 (+24.7% to spot)—
BLTEH.C. Wainwright—$214 → $245Target raised to $245 from $214 (+27.1% to spot)—
PLDeutsche Bank—$36 → $28Target cut to $28 from $36 (+57.6% to spot)—
SLGMizuho—$46 → $53Target raised to $53 from $46 (-3.3% to spot)—
HIWMizuho—$30 → $32Target raised to $32 from $30 (+3.8% to spot)—
CUZMizuho—$33 → $34Target raised to $34 from $33 (+17.5% to spot)—
CLYMOppenheimer—$18 → $25Target raised to $25 from $18 (+62.8% to spot)—
THOppenheimer—$24 → $27Target raised to $27 from $24 (+36.3% to spot)—
FCELJefferies—$24 → $20Target cut to $20 from $24 (+21.4% to spot)—
IONSMorgan Stanley—$110 → $104Target cut to $104 from $110 (+83.4% to spot)—
VTRSArgus—$15 → $20Target raised to $20 from $15 (+19.4% to spot)—
DGXUBS—$232 → $245Target raised to $245 from $232 (+4% to spot)—
MSTRCanaccord—$175 → $179Target raised to $179 from $175 (+25.4% to spot)—
RCUSTruist—$35 → $40Target raised to $40 from $35 (+34.9% to spot)—
ABSIBTIG—$13 → $15Target raised to $15 from $13 (+70.1% to spot)—
APPBTIG—$408 → $396Target cut to $396 from $408 (+23.5% to spot)AW40
NOWBTIG—$150 → $170Target raised to $170 from $150 (+20.3% to spot)AW40
UMBFMorgan Stanley—$159 → $190Target raised to $190 from $159 (+32.2% to spot)—
MRKGuggenheim—$170Target set to $170 (+13.1% to spot)—
CFGMorgan Stanley—$90Target set to $90 (+27.2% to spot)—

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