Analyst Wire — 2026-09-10

Every US sell-side action recorded on 2026-09-10 — 186 in total: 9 upgrades, 13 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 (9)

NameFirmRatingTargetCallOurs
METAUBSNeutral → OverweightUpgraded to Overweight from NeutralAW40
METAMorgan StanleyOverweight → PositiveUpgraded to Positive from OverweightAW40
SFNCKeefe, Bruyette & WoodsMarket Perform → OutperformUpgraded to Outperform from Market Perform
YUMWells FargoPositive → OverweightUpgraded to Overweight from Positive
BWLPParetoHold → BuyUpgraded to Buy from Hold
KYMRWolfe ResearchPeer Perform → Outperform$180Upgraded to Outperform from Peer Perform · Target set to $180 (+55.9% to spot)
ASOWells FargoNegative → BuyUpgraded to Buy from Negative
CASYRaymond JamesMarket Perform → OutperformUpgraded to Outperform from Market Perform
PCARRBC CapitalSector Perform → OutperformUpgraded to Outperform from Sector PerformHALO

Downgrades (13)

NameFirmRatingTargetCallOurs
QLYSWedbushOutperform → Neutral$175Downgraded to Neutral from Outperform · Target set to $175 (+8.3% to spot)
TLSWedbushOutperform → Neutral$5Downgraded to Neutral from Outperform · Target set to $5 (+6.8% to spot)
VRNSWedbushOutperform → Neutral$46Downgraded to Neutral from Outperform · Target set to $46 (+1.1% to spot)
DTWedbushOutperform → Neutral$54Downgraded to Neutral from Outperform · Target set to $54 (+5% to spot)AEI
CHKPWedbushOutperform → Neutral$135Downgraded to Neutral from Outperform · Target set to $135 (+3.4% to spot)
FTNTWedbushUnderperform → Neutral$155Downgraded to Neutral from Underperform · Target set to $155 (-2.4% to spot)AEI
TENBWedbushOutperform → UnderperformDowngraded to Underperform from Outperform
METAHSBCBuy → HoldDowngraded to Hold from BuyAW40
COOBank of America SecuritiesBuy → SellDowngraded to Sell from Buy
CHWYUBSNeutral → HoldDowngraded to Hold from Neutral
COOPiper SandlerOverweight → NeutralDowngraded to Neutral from Overweight
AUBMO CapitalOutperform → Market PerformDowngraded to Market Perform from Outperform
AMGNHSBCBuy → HoldDowngraded to Hold from BuyHALO

Initiations (33)

NameFirmRatingTargetCallOurs
KRSAUBSBuy$55Initiated to Buy · Target set to $55 (+123.9% to spot)
EMNKeyBancOverweight → Sector WeightInitiated to Sector Weight from Overweight
CEKeyBancOverweight → Overweight$57Initiated to Overweight from Overweight · Target set to $57 (+24.7% to spot)
APDKeyBancSector WeightInitiated to Sector Weight
MOSKeyBancSector WeightInitiated to Sector Weight
NTRKeyBancSector WeightInitiated to Sector Weight
LINKeyBancOverweight$542Initiated to Overweight · Target set to $542 (+17.4% to spot)Rubin · HALO
IFFKeyBancSector WeightInitiated to Sector Weight
CFKeyBancUnderweight$115Initiated to Underweight · Target set to $115 (-14.9% to spot)
XYZDeutsche BankBuy → BuyInitiated to Buy from Buy
WEXPiper SandlerNeutral$209Initiated to Neutral · Target set to $209 (+10% to spot)
QTWOPiper SandlerNeutral → Overweight$82Initiated to Overweight from Neutral · Target set to $82 (+35.9% to spot)
JKHYPiper SandlerNeutral$171Initiated to Neutral · Target set to $171 (+5.9% to spot)
HPQRBC CapitalSector Perform$33Initiated to Sector Perform · Target set to $33 (+0.8% to spot)
DELLRBC CapitalBuy → Outperform$640Initiated to Outperform from Buy · Target set to $640 (+26.3% to spot)Rubin
GPNPiper SandlerNeutral → Neutral$101Initiated to Neutral from Neutral · Target set to $101 (+14.1% to spot)
FISPiper SandlerNeutral$42Initiated to Neutral · Target set to $42 (+9% to spot)
SHOPBernsteinOutperform$160Initiated to Outperform · Target set to $160 (+26.4% to spot)AW40
KNTKDeutsche BankBuyInitiated to Buy
METAPiper SandlerOverweight → NeutralInitiated to Neutral from OverweightAW40
FOSLCraig-HallumBuyInitiated to Buy
CVLTFBN SecuritiesOutperform$155Initiated to Outperform · Target set to $155 (+17.7% to spot)
FDXFBernsteinMarket Perform$133Initiated to Market Perform · Target set to $133 (+6.6% to spot)
ODFLBernsteinMarket Perform$200Initiated to Market Perform · Target set to $200 (+9.9% to spot)HALO
XPOBernsteinOutperform$244Initiated to Outperform · Target set to $244 (+32.4% to spot)
KNXBernsteinOutperform$91Initiated to Outperform · Target set to $91 (+32.3% to spot)
ANLJefferiesBuyInitiated to Buy
AEHROppenheimerOutperform$120Initiated to Outperform · Target set to $120 (+25.6% to spot)Rubin
CLHWilliam BlairOutperformInitiated to OutperformHALO
RELXCowen & Co.BuyInitiated to Buy
DCMorgan StanleyNeutral → OverweightInitiated to Overweight from Neutral
RVMDMorgan StanleyHold → OverweightInitiated to Overweight from Hold
NACowen & Co.Buy → BuyInitiated to Buy from Buy

Price-target moves (131)

NameFirmRatingTargetCallOurs
LOVECanaccord$20Target set to $20 (+40.3% to spot)
SIGGoldman Sachs$96 → $109Target raised to $109 from $96 (+11.6% to spot)
AEOBarclays$17 → $15Target cut to $15 from $17 (+5.9% to spot)
WMBScotiabank$86 → $85Target cut to $85 from $86 (+15.6% to spot)
TRGPScotiabank$257 → $314Target raised to $314 from $257 (+7.4% to spot)
PAAScotiabank$24 → $27Target raised to $27 from $24 (+4.4% to spot)
LNGScotiabank$290 → $312Target raised to $312 from $290 (+11.6% to spot)
KNTKScotiabank$52 → $58Target raised to $58 from $52 (+6.3% to spot)
DTMScotiabank$176 → $168Target cut to $168 from $176 (+29% to spot)
SIGTelsey Advisory$96 → $105Target raised to $105 from $96 (+7% to spot)
JILLTelsey Advisory$18 → $23Target raised to $23 from $18 (+3.9% to spot)
AEOTelsey Advisory$20 → $18Target cut to $18 from $20 (+25.2% to spot)
SAILScotiabank$19 → $22Target raised to $22 from $19 (+18.7% to spot)AEI
ASOBMO Capital$47Target set to $47 (-11% to spot)
UTINorthland$41 → $35Target cut to $35 from $41 (+65.7% to spot)
CNMDeutsche Bank$62 → $55Target cut to $55 from $62 (+32% to spot)
CASYDeutsche Bank$927 → $933Target raised to $933 from $927 (+46.8% to spot)
SAPArgus$215 → $265Target raised to $265 from $215 (+28.4% to spot)AW40
CIENArgus$650 → $550Target cut to $550 from $650 (+59.8% to spot)
BIIBBuy by Stifel After Investor Meeting$242Target set to $242 (+12.7% to spot)
ABNBTruist$134 → $161Target raised to $161 from $134 (-4.3% to spot)
CHHTruist$128 → $129Target raised to $129 from $128 (+28.9% to spot)
DRHTruist$12 → $15Target raised to $15 from $12 (+23.8% to spot)
HGVTruist$71 → $69Target cut to $69 from $71 (+73.1% to spot)
HLTTruist$312 → $316Target raised to $316 from $312 (+2.4% to spot)
HSTTruist$24 → $27Target raised to $27 from $24 (+22.1% to spot)
HTruist$187 → $198Target raised to $198 from $187 (+22.8% to spot)
MARTruist$356 → $360Target raised to $360 from $356 (+8.2% to spot)
VACTruist$97 → $134Target raised to $134 from $97 (+32.1% to spot)
PKTruist$13 → $17Target raised to $17 from $13 (+11.2% to spot)
RHPTruist$132 → $141Target raised to $141 from $132 (+15.2% to spot)
FDSMorgan Stanley$230 → $300Target raised to $300 from $230 (+6.8% to spot)
FUNTruist$28 → $22Target cut to $22 from $28 (+55.7% to spot)
SHOTruist$11 → $13Target raised to $13 from $11 (+18.3% to spot)
TNLTruist$88 → $86Target cut to $86 from $88 (+32% to spot)
PRKSTruist$53 → $49Target cut to $49 from $53 (+25.9% to spot)
WHTruist$107 → $104Target cut to $104 from $107 (+49.5% to spot)
SIGRaymond James$100 → $120Target raised to $120 from $100 (+24.1% to spot)
LMNRLake Street$18 → $16.5Target cut to $16.5 from $18 (+18.4% to spot)
GLOOLake Street$12 → $8Target cut to $8 from $12 (+160.6% to spot)
CHWYMorgan Stanley$37 → $36Target cut to $36 from $37 (+73.5% to spot)
LAKERoth Capital$19 → $17Target cut to $17 from $19 (+53.6% to spot)
UNFIRoth Capital$43 → $45Target raised to $45 from $43 (+0.9% to spot)
EOSERoth Capital$4 → $4.5Target raised to $4.5 from $4 (+8.4% to spot)
SUIGCantor Fitzgerald$1.7 → $3.4Target raised to $3.4 from $1.7 (+236.6% to spot)
SBETCantor Fitzgerald$8.3 → $17Target raised to $17 from $8.3 (+99.1% to spot)
PURRCantor Fitzgerald$22.6 → $34.2Target raised to $34.2 from $22.6 (+184.3% to spot)
HYPDCantor Fitzgerald$7.1 → $11.2Target raised to $11.2 from $7.1 (+205.2% to spot)
FWDICantor Fitzgerald$8 → $16Target raised to $16 from $8 (+144.3% to spot)
DFDVCantor Fitzgerald$4.7 → $10.4Target raised to $10.4 from $4.7 (+91.2% to spot)
BMNRCantor Fitzgerald$30.6 → $63.6Target raised to $63.6 from $30.6 (+162.7% to spot)
UALUBS$153 → $137Target cut to $137 from $153 (+27.9% to spot)
LUVUBS$56 → $49Target cut to $49 from $56 (+26.7% to spot)
DALUBS$112 → $99Target cut to $99 from $112 (+25.7% to spot)
COOUBS$75 → $66Target cut to $66 from $75 (+4% to spot)
CASYUBS$925 → $720Target cut to $720 from $925 (+14.5% to spot)
BKRUBS$71 → $70Target cut to $70 from $71 (+10% to spot)
ALKUBS$56 → $52Target cut to $52 from $56 (+28.8% to spot)
AEOUBS$31 → $27Target cut to $27 from $31 (+59.6% to spot)
AALUBS$18 → $17Target cut to $17 from $18 (+31.4% to spot)
PFGUBS$98 → $120Target raised to $120 from $98 (+5.2% to spot)
KFYUBS$75 → $82Target raised to $82 from $75 (+1.1% to spot)
AVAVUBS$166 → $170Target raised to $170 from $166 (+20.7% to spot)HALO
CTSBarrington$80Target set to $80 (+42.5% to spot)
NAVNTD Cowen$34 → $31Target cut to $31 from $34 (+19.7% to spot)
EQIXBTIG$1210 → $1240Target raised to $1240 from $1210 (+18.9% to spot)AEI
DLRBTIG$215 → $220Target raised to $220 from $215 (+16.4% to spot)
RACEMorgan Stanley$442 → $460Target raised to $460 from $442 (+14.3% to spot)HALO
CLDXMorgan Stanley$46 → $50Target raised to $50 from $46 (+28.9% to spot)
EATMorgan Stanley$250 → $260Target raised to $260 from $250 (+20.8% to spot)
WLTHGoldman Sachs$9.5 → $10Target raised to $10 from $9.5 (+5.7% to spot)
CNMGoldman Sachs$59 → $53Target cut to $53 from $59 (+27.4% to spot)
CASYStephens$975 → $750Target cut to $750 from $975 (+19.2% to spot)
WLTHRBC Capital$13 → $11Target cut to $11 from $13 (+16.3% to spot)
ODDMorgan Stanley$10 → $16.5Target raised to $16.5 from $10 (+0.1% to spot)
HPRBC Capital$44 → $49Target raised to $49 from $44 (+10.8% to spot)
CASYJPMorgan$833 → $687Target cut to $687 from $833 (+9.2% to spot)
CHWYRBC Capital$34 → $31Target cut to $31 from $34 (+49.4% to spot)
PHVSGuggenheim$44Target set to $44 (+16.6% to spot)
CASYBMO Capital$950 → $810Target cut to $810 from $950 (+28.8% to spot)
SAILBMO Capital$17 → $21Target raised to $21 from $17 (+19.5% to spot)AEI
COCOPiper Sandler$89 → $83Target cut to $83 from $89 (+61.2% to spot)
FRVONorthland$27Target set to $27 (+56.6% to spot)
ATLXH.C. Wainwright$11.5Target set to $11.5 (+248.5% to spot)
WTRGUBS$49Target set to $49 (+16.7% to spot)
AZOWells Fargo$3500Target set to $3500 (+20.2% to spot)
PYXSH.C. Wainwright$7 → $8Target raised to $8 from $7 (+136.7% to spot)
XERSLeerink$12 → $16Target raised to $16 from $12 (+107.5% to spot)
ASOBarclays$50 → $53Target raised to $53 from $50 (+3.6% to spot)
ONCBarclays$407 → $415Target raised to $415 from $407 (+18.2% to spot)
JAZZBarclays$270 → $271Target raised to $271 from $270 (+12.3% to spot)
CNMBarclays$62 → $61Target cut to $61 from $62 (+46.6% to spot)
BGUBS$145 → $155Target raised to $155 from $145 (+25.5% to spot)
LFSTBarclays$13 → $15Target raised to $15 from $13 (+18.9% to spot)
PSABarclays$350 → $351Target raised to $351 from $350 (+19.1% to spot)
ABBVHSBC$300 → $315Target raised to $315 from $300 (+25.5% to spot)
BIIBHSBC$165 → $175Target raised to $175 from $165 (-17% to spot)
BMYHSBC$60 → $65Target raised to $65 from $60 (+0.9% to spot)
LLYHSBC$850 → $940Target raised to $940 from $850 (-16.4% to spot)HALO
GILDHSBC$155 → $175Target raised to $175 from $155 (+20.2% to spot)
JNJHSBC$290 → $320Target raised to $320 from $290 (+19.8% to spot)
MRKHSBC$150 → $172Target raised to $172 from $150 (+16.5% to spot)
PFEHSBC$28 → $30Target raised to $30 from $28 (+8% to spot)
REGNHSBC$800 → $920Target raised to $920 from $800 (+13.9% to spot)HALO
ADAGChardan$9Target set to $9 (+175.2% to spot)
COOWells Fargo$66 → $61Target cut to $61 from $66 (-3.9% to spot)
XYZStoneX$105Target set to $105 (+32.2% to spot)
CHWYBaird$30 → $28Target cut to $28 from $30 (+34.9% to spot)
COONeedham$73Target set to $73 (+15% to spot)
CNMBaird$66 → $57Target cut to $57 from $66 (+37% to spot)
CASYKeyBanc$970 → $780Target cut to $780 from $970 (+24% to spot)
SUNBKeyBanc$85 → $90Target raised to $90 from $85 (+22.6% to spot)
BKRSusquehanna$72 → $75Target raised to $75 from $72 (+17.9% to spot)
TSNPiper Sandler$78 → $66Target cut to $66 from $78 (+27.6% to spot)
CLOVDeutsche Bank$6Target set to $6 (+38.2% to spot)
FATNRoth Capital$8Target set to $8 (+42.7% to spot)
ASBTIG$42Target set to $42 (+51.2% to spot)
AWKUBS$162Target set to $162 (+15.4% to spot)
SUNBBofA Securities$71Target set to $71 (-3.3% to spot)
OBIOBTIG$10Target set to $10 (+83.5% to spot)
GISJefferiesMember Login$35Target set to $35 (-5.6% to spot)
CNMWells Fargo$48Target set to $48 (+15.4% to spot)
ASOTelsey$63Target set to $63 (+23.2% to spot)
COOStifel$70Target set to $70 (+10.3% to spot)
NOGRaymond James$31Target set to $31 (+20.5% to spot)
PYXSWedbush$8Target set to $8 (+136.7% to spot)
UBERArete$74Target set to $74 (+4.1% to spot)
SAILRoth Capital$19 → $21Target raised to $21 from $19 (+19.5% to spot)AEI
SNPSWells Fargo$475Target set to $475 (+20.8% to spot)Rubin
BCRXRBC Capital$11Target set to $11 (+24.9% to spot)
NVSHSBC$136Target set to $136 (-1.1% to spot)

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