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Analyst Wire — 2026-09-11

Every US sell-side action recorded on 2026-09-11 — 130 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 → Buy—Upgraded to Buy from Market Perform—
PYPLBernsteinMarket Perform → Buy—Upgraded to Buy from Market Perform—
AUUBSNeutral → Buy—Upgraded to Buy from Neutral—

Downgrades (12)

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

Initiations (17)

NameFirmRatingTargetCallOurs
CLRBC CapitalOutperform → Outperform—Initiated to Outperform from Outperform—
NVDARBC CapitalOutperform → Outperform—Initiated to Outperform from OutperformRubin · AW40
NVDAScotiabankSector Outperform → Outperform—Initiated to Outperform from Sector OutperformRubin · AW40
HPQRBC CapitalSector Perform → Outperform—Initiated to Outperform from Sector Perform—
PYPLRBC CapitalOutperform → Outperform—Initiated to Outperform from Outperform—
CPRTBernsteinOutperform—Initiated to OutperformHALO
CPRTRaymond JamesOutperform—Initiated to OutperformHALO
CPRTRBC CapitalSector Perform—Initiated to Sector PerformHALO
CPRTFBN SecuritiesOutperform—Initiated to OutperformHALO
OLNKeyBancOverweight → Overweight—Initiated to Overweight from Overweight—
SHWKeyBancSector Weight → Sector Weight—Initiated to Sector Weight from Sector Weight—
LYBKeyBancOverweight → Sector Weight—Initiated to Sector Weight from Overweight—
DOWKeyBancOverweight → Sector Weight—Initiated to Sector Weight from Overweight—
CTVAKeyBancSector Weight → Sector Weight—Initiated to Sector Weight from Sector Weight—
STIMB. RileyBuy—Initiated to Buy—
TMSSantanderOutperform—Initiated to Outperform—
SPUBSBuy → Buy—Initiated to Buy from Buy—

Price-target moves (98)

NameFirmRatingTargetCallOurs
NTAPArgus—$200 → $225Target raised to $225 from $200 (+13.5% to spot)AEI
CDNSFBN Securities—$375Target set to $375 (+31.6% to spot)Rubin
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

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