Analyst Wire — 2026-09-14

Every US sell-side action recorded on 2026-09-14 — 183 in total: 9 upgrades, 7 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
ENBBMO CapitalMarket Perform → OutperformUpgraded to Outperform from Market Perform
TRPTD SecuritiesHold → BuyUpgraded to Buy from Hold
ENBTD SecuritiesHold → BuyUpgraded to Buy from Hold
BLSHCompass PointNeutral → BuyUpgraded to Buy from Neutral
COINCompass PointNeutral → BuyUpgraded to Buy from Neutral
CAPRB. RileyNeutral → BuyUpgraded to Buy from Neutral
SWGoldman SachsConviction Buy → BuyUpgraded to Buy from Conviction Buy
GEVGoldman SachsBuy → Market OutperformUpgraded to Market Outperform from BuyRubin
RCIDesjardinsHold → BuyUpgraded to Buy from Hold

Downgrades (7)

NameFirmRatingTargetCallOurs
BWINWilliam BlairOutperform → Market PerformDowngraded to Market Perform from Outperform
NKECitigroupNeutral → NegativeDowngraded to Negative from Neutral
ADUSBank of America SecuritiesBuy → NeutralDowngraded to Neutral from Buy
ADUSCitigroupMarket Outperform → NeutralDowngraded to Neutral from Market Outperform
ERIISeaport GlobalBuy → NeutralDowngraded to Neutral from Buy
MKCCowen & Co.Buy → HoldDowngraded to Hold from Buy
ACNWells FargoOverweight → PositiveDowngraded to Positive from Overweight

Initiations (52)

NameFirmRatingTargetCallOurs
ADSKCantor FitzgeraldNeutralInitiated to Neutral
NTSKStephensOverweightInitiated to Overweight
RIVNCitigroupOverweight → NeutralInitiated to Neutral from Overweight
TDGGuggenheimNeutralInitiated to Neutral
HWMGuggenheimBuyInitiated to Buy
AADXGuggenheimBuyInitiated to Buy
SAROGuggenheimNeutralInitiated to Neutral
KTOSGuggenheimBuyInitiated to BuyHALO
RDWGuggenheimBuy → NeutralInitiated to Neutral from Buy
NOCGuggenheimBuyInitiated to Buy
CWGuggenheimBuyInitiated to Buy
BWXTGuggenheimBuyInitiated to BuyHALO
PCORCantor FitzgeraldOverweightInitiated to Overweight
WWDGuggenheimBuyInitiated to Buy
AIRGuggenheimNeutralInitiated to Neutral
HXLGuggenheimBuyInitiated to Buy
HEIGuggenheimNeutralInitiated to Neutral
IOTCantor FitzgeraldOverweightInitiated to OverweightAW40
KRMNGuggenheimBuyInitiated to Buy
LHXGuggenheimBuyInitiated to BuyHALO
BSYCantor FitzgeraldOverweightInitiated to Overweight
DRSGuggenheimBuyInitiated to Buy
VSECGuggenheimNeutralInitiated to Neutral
MRCYGuggenheimBuyInitiated to Buy
RBCGuggenheimBuyInitiated to Buy
YSSGuggenheimNeutralInitiated to Neutral
MDANational BankOutperformInitiated to Outperform
TSLAPiper SandlerSell → OverweightInitiated to Overweight from Sell
PRSUMacquarieOutperform$62Initiated to Outperform · Target set to $62 (+25.8% to spot)
COINMorgan StanleyEqual-Weight → BuyInitiated to Buy from Equal-Weight
COINGLJ ResearchSellInitiated to Sell
TMCRWilliam BlairOutperformInitiated to Outperform
THRMCJS SecuritiesOutperformInitiated to Outperform
JKHYKeyBancOverweight$190Initiated to Overweight · Target set to $190 (+14.1% to spot)
FRSHKeyBancOverweight$18Initiated to Overweight · Target set to $18 (+46.3% to spot)
FIGKeyBancSector WeightInitiated to Sector Weight
FOXACitigroupBuy → OutperformInitiated to Outperform from Buy
STRZCitigroupOutperformInitiated to Outperform
PSKYCitigroupNeutral → OutperformInitiated to Outperform from Neutral
FOXCitigroupBuy → OutperformInitiated to Outperform from Buy
LYNXCitigroupBuyInitiated to Buy
JHXLoop Capital MarketsBuyInitiated to Buy
LYNXRaymond JamesOutperformInitiated to Outperform
LYNXBank of America SecuritiesBuyInitiated to Buy
IFRXNeedhamBuyInitiated to Buy
LYNXWilliam BlairOutperformInitiated to Outperform
KRSACowen & Co.BuyInitiated to Buy
COWNCowen & Co.Buy → BuyInitiated to Buy from Buy
FCNCAUBSBuy → NeutralInitiated to Neutral from Buy
CIZNCitigroupMarket Outperform → Market OutperformInitiated to Market Outperform from Market Outperform
LIONCitigroupMarket Outperform → OutperformInitiated to Outperform from Market Outperform
GEVGLJ ResearchBuy → SellInitiated to Sell from BuyRubin

Price-target moves (115)

NameFirmRatingTargetCallOurs
DFTXOppenheimer$70 → $75Target raised to $75 from $70 (+86.3% to spot)
CGEMBTIG$39 → $40Target raised to $40 from $39 (+93% to spot)
PTCTLeerink$98Target set to $98 (+47.6% to spot)
KRTelsey Advisory$78 → $75Target cut to $75 from $78 (+23.5% to spot)
FTHLucid Capital$59Target set to $59 (+50.4% to spot)
QMCOLake Street$24 → $29Target raised to $29 from $24 (+28.9% to spot)
KRTLake Street$50 → $60Target raised to $60 from $50 (+27.4% to spot)
BANRPiper Sandler$73 → $74Target raised to $74 from $73 (+3.6% to spot)
MCDDeutsche Bank$325 → $300Target cut to $300 from $325 (+16.4% to spot)
EIXJefferies$68 → $53Target cut to $53 from $68 (-7.3% to spot)
DKRaymond James$72 → $90Target raised to $90 from $72 (+16.8% to spot)
HOODDeutsche Bank$136 → $138Target raised to $138 from $136 (+20.9% to spot)
DINORaymond James$105 → $140Target raised to $140 from $105 (+32.3% to spot)
MPCRaymond James$350 → $445Target raised to $445 from $350 (+9.9% to spot)
PARRRaymond James$90 → $104Target raised to $104 from $90 (+25.1% to spot)
PSXRaymond James$240 → $300Target raised to $300 from $240 (+14.7% to spot)
VLORaymond James$350 → $450Target raised to $450 from $350 (+16.1% to spot)
DVNRaymond James$64 → $67Target raised to $67 from $64 (+30.8% to spot)
KRGuggenheim$66Target set to $66 (+8.6% to spot)
DKTD Cowen$76 → $90Target raised to $90 from $76 (+17% to spot)
ENBStifel$67Target set to $67 (+38.9% to spot)
BBNXLeerink$24 → $27Target raised to $27 from $24 (+54% to spot)
PSXMorgan Stanley$196 → $284Target raised to $284 from $196 (+7.6% to spot)
PBFMorgan Stanley$38 → $76Target raised to $76 from $38 (-1.3% to spot)
MPCMorgan Stanley$265 → $453Target raised to $453 from $265 (+11.3% to spot)
DINOMorgan Stanley$78 → $127Target raised to $127 from $78 (+14.2% to spot)
DKMorgan Stanley$45 → $81Target raised to $81 from $45 (+3.4% to spot)
ACNMorgan Stanley$130 → $175Target raised to $175 from $130 (-7.5% to spot)
ABMTruist$45 → $49Target raised to $49 from $45 (-0.9% to spot)
SGIStephens$80Target set to $80 (+19.8% to spot)
LYNXBaird$18Target set to $18 (+41.3% to spot)
NKEBaird$44Target set to $44 (+19.6% to spot)
PSTLBMO Capital$28 → $29Target raised to $29 from $28 (+25% to spot)
MCDMorgan Stanley$319 → $308Target cut to $308 from $319 (+22% to spot)
SRRKBMO Capital$76 → $84Target raised to $84 from $76 (+51.6% to spot)
FOXCitizens$95Target set to $95 (+62.5% to spot)
PUMPMorgan Stanley$13Target set to $13 (+13.5% to spot)
FOXACitizens$95Target set to $95 (+44.1% to spot)
CAGEvercore ISI$13 → $12.5Target cut to $12.5 from $13 (-14.4% to spot)
CPBEvercore ISI$22 → $21Target cut to $21 from $22 (+0% to spot)
EGPEvercore ISI$206 → $202Target cut to $202 from $206 (+2% to spot)
GISEvercore ISI$39 → $38Target cut to $38 from $39 (+6% to spot)
AGOUBS$94 → $91Target cut to $91 from $94 (+24.8% to spot)
KREvercore ISI$75 → $70Target cut to $70 from $75 (+19.7% to spot)
TEAMMizuho$175 → $215Target raised to $215 from $175 (+19.6% to spot)AW40
KRRoth Capital$78 → $73Target cut to $73 from $78 (+24.8% to spot)
MAAEvercore ISI$130 → $129Target cut to $129 from $130 (+3.4% to spot)
PECOEvercore ISI$47 → $46Target cut to $46 from $47 (+19.8% to spot)
SPGEvercore ISI$226 → $219Target cut to $219 from $226 (+6.9% to spot)
SUIEvercore ISI$139 → $138Target cut to $138 from $139 (+20.5% to spot)
CALYUBS$19 → $17Target cut to $17 from $19 (+10% to spot)
RBLXWedbush$40 → $48Target raised to $48 from $40 (+5.5% to spot)
DRIMorgan Stanley$236 → $255Target raised to $255 from $236 (+21.5% to spot)
VLOMorgan Stanley$255 → $411Target raised to $411 from $255 (+3.2% to spot)
LIIDeutsche Bank$444Target set to $444 (+21.3% to spot)
NPWRNorthland$2.75Target set to $2.75 (+44% to spot)
HEIMelius Research$350Target set to $350 (+10.8% to spot)
HONAMelius Research$190Target set to $190 (+20.1% to spot)
NJRHuntington$68Target set to $68 (+27.9% to spot)
TDGMelius Research$1331Target set to $1331 (+16.7% to spot)
WWDMelius Research$388Target set to $388 (+15% to spot)
OXYWells FargoMember Login$82Target set to $82 (+33.4% to spot)
MURWells FargoMember Login$42Target set to $42 (+9.1% to spot)
SPCXMoffettNathanson$131 → $142Target raised to $142 from $131 (-6.1% to spot)Rubin · AEI
ECHOMorgan Stanley$134Target set to $134 (+43.9% to spot)
RBLXWells Fargo$46 → $64Target raised to $64 from $46 (+40.7% to spot)
OKTAWells Fargo$180 → $200Target raised to $200 from $180 (+20.1% to spot)AEI
ONONBerenberg$38Target set to $38 (+38.6% to spot)HALO
VFCBaird$15Target set to $15 (+13.9% to spot)
RCKYBaird$50Target set to $50 (+13.1% to spot)
BKRUBS$70 → $72Target raised to $72 from $70 (+21.9% to spot)
HALUBS$39 → $42Target raised to $42 from $39 (+17.2% to spot)
NESRUBS$45 → $47Target raised to $47 from $45 (+40.1% to spot)
LBRTUBS$34 → $35Target raised to $35 from $34 (+67% to spot)
SLBUBS$72 → $75Target raised to $75 from $72 (+33.8% to spot)
RRCUBS$44 → $49Target raised to $49 from $44 (+19.1% to spot)
GPORUBS$214 → $223Target raised to $223 from $214 (+28.7% to spot)
EXEUBS$124 → $129Target raised to $129 from $124 (+36% to spot)
ARUBS$52 → $58Target raised to $58 from $52 (+50.9% to spot)
MTDRUBS$56 → $64Target raised to $64 from $56 (+4.8% to spot)
APAUBS$41 → $47Target raised to $47 from $41 (+5.1% to spot)
OLMAStifel$30Target set to $30 (+193.5% to spot)
SRRKTruist Securities$76Target set to $76 (+37.2% to spot)
GEMelius Research$350Target set to $350 (+8.1% to spot)
CIZNMarket Outperform$14Target set to $14 (+33.1% to spot)
BEMizuho$351Target set to $351 (+27.3% to spot)Rubin
GMUBS$114Target set to $114 (+33.1% to spot)
APPMorgan Stanley$450Target set to $450 (+38.9% to spot)AW40
NFLXEvercore ISI$110Target set to $110 (+42.1% to spot)AW40
SRRKRaymond James$72Target set to $72 (+29.9% to spot)
CHTRWolfe Research$118Target set to $118 (-19.1% to spot)
COPUBS$153 → $169Target raised to $169 from $153 (+23% to spot)
DVNUBS$55 → $63Target raised to $63 from $55 (+25.4% to spot)
EOGUBS$158 → $183Target raised to $183 from $158 (+24.2% to spot)
FANGUBS$243 → $253Target raised to $253 from $243 (+23.4% to spot)
OXYUBS$59 → $67Target raised to $67 from $59 (+9% to spot)
OVVUBS$74 → $85Target raised to $85 from $74 (+33.5% to spot)
PRUBS$24 → $29Target raised to $29 from $24 (+22% to spot)
CHRDUBS$171 → $189Target raised to $189 from $171 (+24.3% to spot)
CRCUBS$67 → $73Target raised to $73 from $67 (+28.6% to spot)
CRGYUBS$14 → $19Target raised to $19 from $14 (+29.6% to spot)
LYNXEvercore ISI$22Target set to $22 (+72.7% to spot)
STLAMorgan Stanley$5.2Target set to $5.2 (-3.7% to spot)
GSITNeedham$9Target set to $9 (+76.1% to spot)
FDMTCantor Fitzgerald$20Target set to $20 (+51.9% to spot)
LYNXGuggenheim$20Target set to $20 (+57% to spot)
BANCUBS$20Target set to $20 (+7.8% to spot)
ZIONUBS$78Target set to $78 (+13.5% to spot)
FNBUBS$20Target set to $20 (+9.2% to spot)
UMBFUBS$155Target set to $155 (+11.1% to spot)
KRSAStifel$43Target set to $43 (+34.8% to spot)
CHYMRothschild & Co Redburn$46Target set to $46 (+39.4% to spot)
AFRMWolfe Research$90Target set to $90 (+26% to spot)
THMorgan Stanley$22 → $25Target raised to $25 from $22 (+29.9% to spot)
FIZZUBS$32 → $31Target cut to $31 from $32 (-1.2% to spot)

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