Analyst Wire — 2026-09-16
Every US sell-side action recorded on 2026-09-16 — 96 in total: 10 upgrades, 8 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 (10)
| Name | Firm | Rating | Target | Call | Ours |
|---|---|---|---|---|---|
| PAYX | UBS | Neutral → Buy | — | Upgraded to Buy from Neutral | — |
| INTC | Barclays | Underperform → Overweight | — | Upgraded to Overweight from Underperform | Rubin |
| RCKT | Needham | Hold → Buy | $9 | Upgraded to Buy from Hold · Target set to $9 (+163.9% to spot) | — |
| SMWB | Needham | Hold → Buy | — | Upgraded to Buy from Hold | — |
| BTC | UBS | Hold → Buy | — | Upgraded to Buy from Hold | — |
| SM | Deutsche Bank | Hold → Buy | — | Upgraded to Buy from Hold | — |
| UNP | RBC Capital | Outperform → Buy | — | Upgraded to Buy from Outperform | — |
| BUD | Deutsche Bank | Hold → Buy | — | Upgraded to Buy from Hold | — |
| SUNB | RBC Capital | Sector Perform → Outperform | — | Upgraded to Outperform from Sector Perform | — |
| CN | Seaport Global | Buy → Outperform | — | Upgraded to Outperform from Buy | — |
Downgrades (8)
| Name | Firm | Rating | Target | Call | Ours |
|---|---|---|---|---|---|
| MWA | RBC Capital | Sector Perform → Underperform | — | Downgraded to Underperform from Sector Perform | — |
| PAYX | Morgan Stanley | Equal-Weight → Underweight | — | Downgraded to Underweight from Equal-Weight | — |
| PAYX | Barclays | Equal-Weight → Underweight | — | Downgraded to Underweight from Equal-Weight | — |
| EXPE | Morgan Stanley | Equal-Weight → Underweight | — | Downgraded to Underweight from Equal-Weight | — |
| NU | Itau BBA | Outperform → Market Perform | — | Downgraded to Market Perform from Outperform | HALO |
| CLLS | Barclays | Overweight → Underweight | — | Downgraded to Underweight from Overweight | — |
| BZ | UBS | Buy → Sell | — | Downgraded to Sell from Buy | — |
| CN | BMO Capital | Outperform → Market Perform | — | Downgraded to Market Perform from Outperform | — |
Initiations (23)
| Name | Firm | Rating | Target | Call | Ours |
|---|---|---|---|---|---|
| PAYX | Stephens | Neutral → Neutral | — | Initiated to Neutral from Neutral | — |
| PAYX | FBN Securities | Outperform | — | Initiated to Outperform | — |
| PAYX | Seaport Global | Buy | — | Initiated to Buy | — |
| BAND | Bank of America Securities | Neutral | — | Initiated to Neutral | — |
| RCUS | Cowen & Co. | Buy | — | Initiated to Buy | — |
| FIVN | FBN Securities | Outperform | — | Initiated to Outperform | — |
| BTC | BTIG | Buy | — | Initiated to Buy | — |
| KS | CLSA | Outperform → Underperform | — | Initiated to Underperform from Outperform | — |
| TRAX | UBS | Buy → Buy | — | Initiated to Buy from Buy | — |
| BB | Jefferies | Hold → Buy | — | Initiated to Buy from Hold | AEI |
| WEN | Seaport Global | Neutral | — | Initiated to Neutral | — |
| CMG | Seaport Global | Buy → Neutral | — | Initiated to Neutral from Buy | HALO |
| SHAK | Seaport Global | Neutral | — | Initiated to Neutral | — |
| SBUX | Seaport Global | Neutral | — | Initiated to Neutral | — |
| MCD | Seaport Global | Neutral | — | Initiated to Neutral | — |
| TXRH | Seaport Global | Buy | — | Initiated to Buy | — |
| DRI | Seaport Global | Buy | — | Initiated to Buy | — |
| EAT | Seaport Global | Buy | — | Initiated to Buy | — |
| QSR | Seaport Global | Neutral → Buy | — | Initiated to Buy from Neutral | — |
| CAVA | Seaport Global | Buy | — | Initiated to Buy | HALO |
| BROS | Seaport Global | Buy | — | Initiated to Buy | HALO |
| YUM | Seaport Global | Buy | — | Initiated to Buy | — |
| DPZ | Seaport Global | Neutral | — | Initiated to Neutral | — |
Price-target moves (55)
| Name | Firm | Rating | Target | Call | Ours |
|---|---|---|---|---|---|
| HBAN | Wells Fargo | — | $23 → $21 | Target cut to $21 from $23 (+31.8% to spot) | — |
| JKHY | Raymond James | — | $192 → $199 | Target raised to $199 from $192 (+25.6% to spot) | — |
| MDWD | Alliance Global | — | $22 → $27 | Target raised to $27 from $22 (+100.8% to spot) | — |
| CHRD | Truist | — | $166 → $180 | Target raised to $180 from $166 (+22.2% to spot) | — |
| SEI | Northland | — | $104 → $111 | Target raised to $111 from $104 (+69.9% to spot) | — |
| TRGP | Morgan Stanley | — | $343 → $359 | Target raised to $359 from $343 (+25.7% to spot) | — |
| INGM | Morgan Stanley | — | $33 → $30 | Target cut to $30 from $33 (+14.4% to spot) | — |
| BMY | Piper Sandler | — | $75 → $82 | Target raised to $82 from $75 (+28.7% to spot) | — |
| WK | BTIG | — | $80 → $85 | Target raised to $85 from $80 (+13.6% to spot) | — |
| JKHY | Piper Sandler | — | $171 → $175 | Target raised to $175 from $171 (+13.6% to spot) | — |
| YUM | Baird | — | $174 → $165 | Target cut to $165 from $174 (+17.2% to spot) | — |
| XPOF | UBS | — | $7 → $4.5 | Target cut to $4.5 from $7 (+17.5% to spot) | — |
| CTVA | UBS | — | $85 → $90 | Target raised to $90 from $85 (+7.9% to spot) | — |
| CTVA | BMO Capital | — | $100 → $95 | Target cut to $95 from $100 (+13.9% to spot) | — |
| DTM | Jefferies | — | $155 → $145 | Target cut to $145 from $155 (+15.9% to spot) | — |
| IRON | Wells Fargo | — | $79 → $86 | Target raised to $86 from $79 (+27.8% to spot) | — |
| CCL | Stifel | — | $37 → $35 | Target cut to $35 from $37 (+58.3% to spot) | — |
| LEN | Truist | — | $80 → $75 | Target cut to $75 from $80 (-6.3% to spot) | — |
| KBH | Truist | — | $56 → $55 | Target cut to $55 from $56 (+11.1% to spot) | — |
| PHM | Truist | — | $145 → $136 | Target cut to $136 from $145 (+13.8% to spot) | — |
| MTH | Truist | — | $72 | Target set to $72 (+9.5% to spot) | — |
| RAPP | BTIG | — | $75 | Target set to $75 (+75.7% to spot) | — |
| CMCSA | BofA Securities | — | $35 | Target set to $35 (+43.3% to spot) | — |
| TARS | Barclays | — | $110 | Target set to $110 (+40.6% to spot) | — |
| TCOM | Mizuho | — | $60 | Target set to $60 (+52.9% to spot) | — |
| AXS | Mizuho | — | $130 → $118 | Target cut to $118 from $130 (+17.4% to spot) | — |
| AON | Mizuho | — | $398 → $366 | Target cut to $366 from $398 (+20.1% to spot) | — |
| ACGL | Mizuho | — | $104 → $100 | Target cut to $100 from $104 (+3.1% to spot) | — |
| AJG | Mizuho | — | $300 → $292 | Target cut to $292 from $300 (+17.7% to spot) | — |
| CB | Mizuho | — | $352 → $347 | Target cut to $347 from $352 (+1.5% to spot) | — |
| RYAN | Mizuho | — | $48 → $43 | Target cut to $43 from $48 (+9.7% to spot) | — |
| ALL | Mizuho | — | $300 → $297 | Target cut to $297 from $300 (+15.5% to spot) | — |
| PGR | Mizuho | — | $236 → $230 | Target cut to $230 from $236 (+3.9% to spot) | — |
| WTW | Mizuho | — | $406 → $380 | Target cut to $380 from $406 (+18% to spot) | — |
| AVAV | Jefferies | — | $229 → $204 | Target cut to $204 from $229 (+29.9% to spot) | HALO |
| CCL | Barclays | — | $35 → $33 | Target cut to $33 from $35 (+49.3% to spot) | — |
| JBHT | Barclays | — | $300 → $285 | Target cut to $285 from $300 (+4.4% to spot) | — |
| PNFP | Hovde Group | — | $125 | Target set to $125 (+25.8% to spot) | — |
| SLDB | RBC Capital | — | $18 | Target set to $18 (+115.1% to spot) | — |
| ABTC | BTIG | — | $15 | Target set to $15 (+87.7% to spot) | — |
| JAN | Compass Point | — | $37 | Target set to $37 (+17.1% to spot) | — |
| SLVM | Wells Fargo | — | $47 | Target set to $47 (+34.7% to spot) | — |
| MOVE | Chardan | — | $18.75 | Target set to $18.75 (+75.1% to spot) | — |
| BNTX | Berenberg | — | $132 → $140 | Target raised to $140 from $132 (+44.8% to spot) | Euro-AI |
| SUNB | Bernstein SocGen Group | — | $97 | Target set to $97 (+34.9% to spot) | — |
| UNP | UBS | — | $339 | Target set to $339 (+19.4% to spot) | — |
| TRAX | Guggenheim | — | $100 | Target set to $100 (+159.9% to spot) | — |
| ALVO | Barclays | — | $8 | Target set to $8 (+59.4% to spot) | — |
| TXRH | Seaport Research | — | $195 | Target set to $195 (+14.9% to spot) | — |
| DRI | Seaport Research | — | $240 | Target set to $240 (+14.8% to spot) | — |
| EAT | Seaport Research | — | $230 | Target set to $230 (+13% to spot) | — |
| YUM | Seaport Research | — | $162 | Target set to $162 (+15.1% to spot) | — |
| QSR | Seaport Research | — | $88 | Target set to $88 (+16.5% to spot) | — |
| CAVA | Seaport Research | — | $58 | Target set to $58 (+16% to spot) | HALO |
| BROS | Seaport Research | — | $50 | Target set to $50 (+19.1% to spot) | HALO |
AI-generated — produced automatically by Closelook’s systems under this site’s editorial policy.