Analyst Wire — 2026-09-11

Every US sell-side action recorded on 2026-09-11 — 137 in total: 3 upgrades, 12 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
CLBernsteinMarket Perform → BuyUpgraded to Buy from Market Perform
PYPLBernsteinMarket Perform → BuyUpgraded to Buy from Market Perform
AUUBSNeutral → BuyUpgraded to Buy from Neutral

Downgrades (12)

NameFirmRatingTargetCallOurs
CLUBSBuy → SellDowngraded to Sell from Buy
CLCitigroupBuy → NeutralDowngraded to Neutral from Buy
ACVANeedhamBuy → HoldDowngraded to Hold from Buy
NVDACitigroupBuy → CautiousDowngraded to Cautious from BuyRubin · AW40
NVDAMorgan StanleyOutperform → UnderweightDowngraded to Underweight from OutperformRubin · AW40
NVDAWedbushOutperform → UnderperformDowngraded to Underperform from OutperformRubin · AW40
NVDAWells FargoOverweight → UnderweightDowngraded to Underweight from OverweightRubin · AW40
PYPLUBSNeutral → SellDowngraded to Sell from Neutral
PYPLCitigroupMarket Perform → NeutralDowngraded to Neutral from Market Perform
TLSWedbushNeutral → UnderperformDowngraded to Underperform from Neutral
SMRUBSNeutral → Sell$6Downgraded to Sell from Neutral · Target set to $6 (-41.2% to spot)
DCMorgan StanleyOverweight → UnderweightDowngraded to Underweight from Overweight

Initiations (23)

NameFirmRatingTargetCallOurs
CLRBC CapitalOutperform → OutperformInitiated to Outperform from Outperform
NVDARBC CapitalOutperform → OutperformInitiated to Outperform from OutperformRubin · AW40
NVDAScotiabankSector Outperform → OutperformInitiated to Outperform from Sector OutperformRubin · AW40
HPQRBC CapitalSector Perform → OutperformInitiated to Outperform from Sector Perform
PYPLRBC CapitalOutperform → OutperformInitiated to Outperform from Outperform
CPRTBernsteinOutperformInitiated to OutperformHALO
CPRTRaymond JamesOutperformInitiated to OutperformHALO
CPRTRBC CapitalSector PerformInitiated to Sector PerformHALO
CPRTFBN SecuritiesOutperformInitiated to OutperformHALO
CDNSFBN SecuritiesOutperform$375Initiated to Outperform · Target set to $375 (+31.6% to spot)Rubin
BOKFHovde GroupMarket Perform → Market Perform$143Initiated to Market Perform from Market Perform · Target set to $143 (+5.8% to spot)
FFINHovde GroupOutperform → Market Perform$36Initiated to Market Perform from Outperform · Target set to $36 (+8.9% to spot)
ITNeedhamBuyInitiated to Buy
RKLBRaymond JamesOutperformInitiated to OutperformHALO
CNCowen & Co.Positive → HoldInitiated to Hold from Positive
OLNKeyBancOverweight → OverweightInitiated to Overweight from Overweight
SHWKeyBancSector Weight → Sector WeightInitiated to Sector Weight from Sector Weight
LYBKeyBancOverweight → Sector WeightInitiated to Sector Weight from Overweight
DOWKeyBancOverweight → Sector WeightInitiated to Sector Weight from Overweight
CTVAKeyBancSector Weight → Sector WeightInitiated to Sector Weight from Sector Weight
STIMB. RileyBuyInitiated to Buy
TMSSantanderOutperformInitiated to Outperform
SPUBSBuy → BuyInitiated to Buy from Buy

Price-target moves (99)

NameFirmRatingTargetCallOurs
NTAPArgus$200 → $225Target raised to $225 from $200 (+13.5% to spot)AEI
LINBernstein SocGen Group$563Target set to $563 (+21.4% to spot)Rubin · HALO
SNNBerenberg$33.77 → $33.88Target raised to $33.88 from $33.77 (+23.4% to spot)
TRGPMizuho$300 → $320Target raised to $320 from $300 (+10.6% to spot)
EATDA Davidson$260 → $240Target cut to $240 from $260 (+12.6% to spot)
YOUDA Davidson$55 → $45Target cut to $45 from $55 (+5.5% to spot)
FDSDeutsche Bank$280 → $299Target raised to $299 from $280 (+15.2% to spot)
STZDeutsche Bank$150 → $136Target cut to $136 from $150 (+10.8% to spot)
LEUNorthland$285 → $270Target cut to $270 from $285 (+65.7% to spot)
PLTRDA Davidson$200 → $250Target raised to $250 from $200 (+48.8% to spot)AW40
ORCLBMO Capital$220 → $195Target cut to $195 from $220 (+25.1% to spot)AW40
JEFBMO Capital$60 → $57Target cut to $57 from $60 (+6.9% to spot)
LHUBS$361 → $380Target raised to $380 from $361 (+23.6% to spot)
ADBEUBS$225 → $255Target raised to $255 from $225 (+3.4% to spot)AW40
WYNNUBS$145 → $138Target cut to $138 from $145 (+57.7% to spot)
GEVJefferiesMember Login$1185Target set to $1185 (+24.3% to spot)Rubin
JEFUBS$65 → $61Target cut to $61 from $65 (+14.1% to spot)
AMNBMO Capital$38 → $40Target raised to $40 from $38 (+18.5% to spot)
DXLGDA Davidson on Weak Consumer Spending$1.25Target set to $1.25 (+101.3% to spot)
ADBEBMO Capital$230 → $270Target raised to $270 from $230 (+9.8% to spot)AW40
RHMorgan Stanley$240 → $210Target cut to $210 from $240 (+58.8% to spot)
ADBEEvercore ISI$225 → $250Target raised to $250 from $225 (+0.4% to spot)AW40
OXYEvercore ISI$65 → $70Target raised to $70 from $65 (+14.3% to spot)
CRLEvercore ISI$300 → $320Target raised to $320 from $300 (+15.4% to spot)
JAZZUBS$315 → $337Target raised to $337 from $315 (+37.4% to spot)
CASYEvercore ISI$880 → $775Target cut to $775 from $880 (+25.2% to spot)
NBIXMorgan Stanley$182 → $183Target raised to $183 from $182 (+16.9% to spot)
HTZMorgan Stanley$3.5 → $3Target cut to $3 from $3.5 (+46.3% to spot)
CARMorgan Stanley$99 → $95Target cut to $95 from $99 (-25% to spot)
AURMorgan Stanley$14 → $18Target raised to $18 from $14 (+184.4% to spot)
CPRTBarrington$40Target set to $40 (+30.1% to spot)HALO
VVVRBC Capital$46 → $49Target raised to $49 from $46 (+62.2% to spot)
KMBPiper Sandler$121 → $118Target cut to $118 from $121 (+19.8% to spot)
SUITruist$138 → $136Target cut to $136 from $138 (+18.3% to spot)
ELSTruist$67 → $64Target cut to $64 from $67 (+6.1% to spot)
ADBEBaird$250Target set to $250 (+0.5% to spot)AW40
ONONGuggenheim$51 → $42Target cut to $42 from $51 (+56.4% to spot)HALO
EYEGuggenheim$33 → $27Target cut to $27 from $33 (+57.6% to spot)
BIRKGuggenheim$60 → $55Target cut to $55 from $60 (+79.2% to spot)HALO
CPRTBaird$42 → $38Target cut to $38 from $42 (+23.6% to spot)HALO
RHBaird$165 → $160Target cut to $160 from $165 (+19.5% to spot)
MCFTBaird$30 → $26Target cut to $26 from $30 (+26.4% to spot)
ARBECanaccord$1.75 → $2Target raised to $2 from $1.75 (+163.6% to spot)
DSGXScotiabank$98Target set to $98 (+37.4% to spot)
NOWNeedham$115 → $155Target raised to $155 from $115 (+18.2% to spot)AW40
CHWYGoldman Sachs$34 → $30Target cut to $30 from $34 (+42.3% to spot)
INSPStifel$75 → $80Target raised to $80 from $75 (+17.4% to spot)
HUBSStifel$200 → $225Target raised to $225 from $200 (+0.6% to spot)AW40
ORCLStifel$220 → $200Target cut to $200 from $220 (+30.6% to spot)AW40
OVIDH.C. Wainwright$4 → $5Target raised to $5 from $4 (+90.1% to spot)
RHTD Cowen$190Target set to $190 (+41.9% to spot)
OKETD Cowen$93Target set to $93 (-2.8% to spot)
TEMH.C. Wainwright$56 → $66Target raised to $66 from $56 (+12.4% to spot)AW40
RHUBS$154Target set to $154 (+15% to spot)
DRIStephens$216 → $220Target raised to $220 from $216 (+5.9% to spot)
TELWells Fargo$209 → $220Target raised to $220 from $209 (+7.5% to spot)
ADBEPiper Sandler$240 → $250Target raised to $250 from $240 (+0.5% to spot)AW40
WLKKeyBanc$92Target set to $92 (+28.5% to spot)
HUNKeyBanc$14Target set to $14 (+46.9% to spot)
FMCKeyBanc$16Target set to $16 (+32.5% to spot)
RPMKeyBanc$123Target set to $123 (+23.9% to spot)
PPGKeyBanc$133Target set to $133 (+26.6% to spot)
AXTAKeyBanc$47Target set to $47 (+38.2% to spot)
BFHWells Fargo$115Target set to $115 (+7.6% to spot)
PHMWells Fargo$150 → $145Target cut to $145 from $150 (+24.6% to spot)
LENWells Fargo$85 → $80Target cut to $80 from $85 (+2.7% to spot)
KBHWells Fargo$52 → $50Target cut to $50 from $52 (+4.7% to spot)
DHIWells Fargo$155 → $145Target cut to $145 from $155 (+7% to spot)
POOLWells Fargo$215 → $185Target cut to $185 from $215 (+5.3% to spot)
IBPWells Fargo$245 → $240Target cut to $240 from $245 (+19% to spot)
BLDRWells Fargo$65 → $63Target cut to $63 from $65 (+6.8% to spot)
WHRWells Fargo$42 → $39Target cut to $39 from $42 (+8.7% to spot)
SWKWells Fargo$90 → $95Target raised to $95 from $90 (+6.5% to spot)
OCWells Fargo$172 → $150Target cut to $150 from $172 (+17.7% to spot)
FBINWells Fargo$52 → $48Target cut to $48 from $52 (+20.8% to spot)
ORCLBarclays$250 → $252Target raised to $252 from $250 (+64.5% to spot)AW40
ADBEWells Fargo$270Target set to $270 (+8.5% to spot)AW40
OMDABarclays$25 → $27Target raised to $27 from $25 (+25.6% to spot)
XNCRBarclays$27 → $35Target raised to $35 from $27 (+44.3% to spot)
MNPRBarclays$128 → $145Target raised to $145 from $128 (+31.9% to spot)
LHBarclays$320 → $330Target raised to $330 from $320 (+7.5% to spot)
UALBarclays$175 → $160Target cut to $160 from $175 (+50.2% to spot)
LUVBarclays$65 → $58Target cut to $58 from $65 (+49.9% to spot)
JBLUBarclays$7 → $5Target cut to $5 from $7 (+13.9% to spot)
ULCCBarclays$7 → $5Target cut to $5 from $7 (-9.6% to spot)
DALBarclays$105 → $95Target cut to $95 from $105 (+21.4% to spot)
AALBarclays$19 → $14Target cut to $14 from $19 (+8.9% to spot)
ALGTBarclays$145 → $115Target cut to $115 from $145 (+51.2% to spot)
ALKBarclays$65 → $52Target cut to $52 from $65 (+29.6% to spot)
CPKMizuho$150Target set to $150 (+15.7% to spot)
RHTelsey$155Target set to $155 (+15.8% to spot)
HOODCitizens on Big Potential$165Target set to $165 (+45.6% to spot)
SEDGMizuho$40Target set to $40 (+8.8% to spot)
KDKMorgan Stanley$9Target set to $9 (+136.8% to spot)
ONBJPMorgan$32Target set to $32 (+25% to spot)
TMSGrupo Santander$10.9Target set to $10.9 (+57.1% to spot)
ADBEJefferies$285 → $275Target cut to $275 from $285 (+10.5% to spot)AW40
ADBEJPMorgan$315Target set to $315 (+26.6% to spot)AW40
MRKBerenberg$137Target set to $137 (-5.3% to spot)

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