Analyst Wire — 2026-09-15

Every US sell-side action recorded on 2026-09-15 — 117 in total: 8 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 (8)

NameFirmRatingTargetCallOurs
REXRRaymond JamesUnderperform → Market PerformUpgraded to Market Perform from Underperform
CRCLCompass PointNeutral → BuyUpgraded to Buy from Neutral
CRDFH.C. WainwrightNeutral → BuyUpgraded to Buy from Neutral
ENBNational BankSector Perform → OutperformUpgraded to Outperform from Sector Perform
AZNDeutsche BankSell → HoldUpgraded to Hold from Sell
RMDRBC CapitalSector Perform → OutperformUpgraded to Outperform from Sector Perform
RLGTCitigroupMarket Perform → OutperformUpgraded to Outperform from Market Perform
ETSYOppenheimerPerform → OutperformUpgraded to Outperform from Perform

Downgrades (7)

NameFirmRatingTargetCallOurs
ULTACitigroupNeutral → Market PerformDowngraded to Market Perform from Neutral
ULTARaymond JamesStrong Buy → OutperformDowngraded to Outperform from Strong Buy
CLLSCitigroupPerform → Market PerformDowngraded to Market Perform from Perform
BSBRSantanderNeutral → HoldDowngraded to Hold from Neutral
BZSantanderNeutral → HoldDowngraded to Hold from Neutral
SRRKBarclaysOverweight → CautiousDowngraded to Cautious from Overweight
DCDeutsche BankHold → CautiousDowngraded to Cautious from Hold

Initiations (14)

NameFirmRatingTargetCallOurs
GOLFStephensNeutralInitiated to Neutral
ZNTLWilliam BlairOutperformInitiated to Outperform
FCELCitigroupNeutralInitiated to Neutral
ULTAGuggenheimBuy → BuyInitiated to Buy from Buy
ULTACantor FitzgeraldOverweightInitiated to Overweight
ULTAFBN SecuritiesOutperformInitiated to Outperform
GWWWolfe ResearchPeer Perform → Peer PerformInitiated to Peer Perform from Peer Perform
MICCCitigroupNeutralInitiated to Neutral
JANJefferiesBuyInitiated to Buy
SWDeutsche BankBuy → HoldInitiated to Hold from Buy
CNRBC CapitalOutperform → OutperformInitiated to Outperform from Outperform
CNPRBC CapitalSector PerformInitiated to Sector Perform
PPLRBC CapitalOutperform → Sector PerformInitiated to Sector Perform from Outperform
CNBMO CapitalOutperform → OutperformInitiated to Outperform from Outperform

Price-target moves (88)

NameFirmRatingTargetCallOurs
FTHGuggenheim$70Target set to $70 (+97.9% to spot)
BAKUBS$1.5Target set to $1.5 (-28.6% to spot)
INTCTigress Financial$118 → $145Target raised to $145 from $118 (+49.3% to spot)Rubin
FTAIBarclays$350 → $310Target cut to $310 from $350 (+75.7% to spot)
OESXCraig-Hallum$40 → $43Target raised to $43 from $40 (+57.9% to spot)
BMRNBMO Capital$98 → $97Target cut to $97 from $98 (+50.2% to spot)
WAYBarclays$30Target set to $30 (+11.6% to spot)
IVAGuggenheim$14Target set to $14 (+250.4% to spot)
IMMXMizuho$15 → $26Target raised to $26 from $15 (+118% to spot)
SRRKWedbush$64 → $70Target raised to $70 from $64 (+45% to spot)
THOBMO Capital$110 → $95Target cut to $95 from $110 (+31% to spot)
SIONWedbush$5 → $6Target raised to $6 from $5 (-16% to spot)
BNTCWedbush$16 → $17Target raised to $17 from $16 (+44.9% to spot)
SRRKEvercore ISI$65 → $72Target raised to $72 from $65 (+49.2% to spot)
ESABRoth Capital$151 → $133Target cut to $133 from $151 (+95.2% to spot)
CCLDeutsche Bank$34 → $29Target cut to $29 from $34 (+30.2% to spot)
PAYSLake Street$13 → $15Target raised to $15 from $13 (+21.3% to spot)
FTKLake Street$40 → $44Target raised to $44 from $40 (+64.9% to spot)
RFILLake Street$19 → $17Target cut to $17 from $19 (+96.3% to spot)
PLAYBMO Capital$22 → $13Target cut to $13 from $22 (+53.5% to spot)
DRIOppenheimer$235 → $245Target raised to $245 from $235 (+12.1% to spot)
DTBMO Capital$60 → $62Target raised to $62 from $60 (+16.2% to spot)AEI
VICIMorgan Stanley$31 → $29Target cut to $29 from $31 (+15.8% to spot)
BWINBMO Capital$26 → $32.5Target raised to $32.5 from $26 (+1.6% to spot)
PLTRUBS$220 → $250Target raised to $250 from $220 (+44.3% to spot)AW40
DFTXCanaccord$64 → $78Target raised to $78 from $64 (+93.8% to spot)
ZBRANeedham$410 → $435Target raised to $435 from $410 (+23.6% to spot)
ELMTNeedham$25Target set to $25 (+16.3% to spot)
EOSENeedham$10Target set to $10 (+161.8% to spot)
SYMNeedham$60Target set to $60 (+44.2% to spot)
SEINeedham$104Target set to $104 (+70.2% to spot)
BBNXTruist$22 → $23Target raised to $23 from $22 (+37.5% to spot)
BLKBBaird$54 → $58Target raised to $58 from $54 (+27% to spot)
SRRKPiper Sandler$60 → $75Target raised to $75 from $60 (+44.6% to spot)
DFTXBaird$75 → $79Target raised to $79 from $75 (+96.3% to spot)
CTNMBaird$20 → $19Target cut to $19 from $20 (+28.2% to spot)
MCDRBC Capital$295 → $290Target cut to $290 from $295 (+12.6% to spot)
IONSGuggenheim$80Target set to $80 (+55.5% to spot)
INSMRoth Capital$212 → $198Target cut to $198 from $212 (+58% to spot)
BBNXBaird$14 → $16Target raised to $16 from $14 (-4.4% to spot)
BKVBarclays$36 → $35Target cut to $35 from $36 (+46.9% to spot)
MSTRBarclays$125 → $160Target raised to $160 from $125 (+16.8% to spot)
EXODBTIG$12Target set to $12 (+89.6% to spot)
RBLXBTIG$41Target set to $41 (-20.1% to spot)
SRRKH.C. Wainwright$65 → $70Target raised to $70 from $65 (+35% to spot)
CHYMGoldman Sachs$33 → $37Target raised to $37 from $33 (+8.9% to spot)
LIFDA Davidson$40Target set to $40 (-9.7% to spot)
CAKEWells Fargo$90 → $105Target raised to $105 from $90 (-0.2% to spot)
CLLSWells Fargo$4 → $3Target cut to $3 from $4 (+63.9% to spot)
TDYNeedham$750 → $760Target raised to $760 from $750 (+27.3% to spot)HALO
KRPKeyBanc$17 → $18Target raised to $18 from $17 (+21.3% to spot)
MTDRKeyBanc$68 → $73Target raised to $73 from $68 (+19.3% to spot)
MURKeyBanc$43 → $47Target raised to $47 from $43 (+23% to spot)
PRKeyBanc$25 → $28Target raised to $28 from $25 (+17.8% to spot)
SMKeyBanc$39 → $46Target raised to $46 from $39 (+17.9% to spot)
TALOKeyBanc$21 → $23Target raised to $23 from $21 (+30.2% to spot)
BBNXUBS$22 → $25Target raised to $25 from $22 (+49.4% to spot)
GLWMizuho$210 → $180Target cut to $180 from $210 (+25.4% to spot)Rubin
PLAYUBS$12 → $9Target cut to $9 from $12 (+6.3% to spot)
CPTUBS$106 → $105Target cut to $105 from $106 (+1.1% to spot)
CSRUBS$70 → $68Target cut to $68 from $70 (+16% to spot)
ESSUBS$278 → $286Target raised to $286 from $278 (+3.7% to spot)
IRTUBS$19 → $18Target cut to $18 from $19 (+17.3% to spot)
MAAUBS$132 → $129Target cut to $129 from $132 (+2.7% to spot)
SNXMorgan Stanley$374 → $334Target cut to $334 from $374 (+27.9% to spot)
ENRDCanaccord$8Target set to $8 (+108.3% to spot)
RBLXRoth Capital$55 → $60Target raised to $60 from $55 (+17% to spot)
VMRKUBS$73 → $75Target raised to $75 from $73 (+13.1% to spot)
CMCSAUBS$32 → $26Target cut to $26 from $32 (+4.5% to spot)
CLSFBN Securities$375Target set to $375 (+18.6% to spot)
WFGRaymond James$85Target set to $85 (+20.5% to spot)
ATHELake Street$10Target set to $10 (+159.1% to spot)
UDRUBS$42 → $41Target cut to $41 from $42 (+15.9% to spot)
CACHovde Group$60Target set to $60 (+2.9% to spot)
ASTHOppenheimer$53Target set to $53 (+33.8% to spot)
NYTGuggenheim$82Target set to $82 (+16.6% to spot)
VSHOppenheimer$42Target set to $42 (+36.4% to spot)
PLAYGordon Haskett$13 → $9Target cut to $9 from $13 (+6.3% to spot)
ULTAWells Fargo$525Target set to $525 (-4.3% to spot)
WELLJefferies$275Target set to $275 (+17.4% to spot)
VTRJefferies$102Target set to $102 (+14.5% to spot)
HRJefferies$20Target set to $20 (+5.7% to spot)
DOCJefferies$21Target set to $21 (+3.1% to spot)
NKETelsey$44Target set to $44 (+18.8% to spot)
BSBRHSBC$6.2Target set to $6.2 (+4.2% to spot)
SRJefferies$95Target set to $95 (+16.8% to spot)
EHMorgan Stanley$5.3Target set to $5.3 (+17.5% to spot)
PNRWolfe Research$91Target set to $91 (+62% to spot)

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