Analyst Wire — 2026-09-17

Every US sell-side action recorded on 2026-09-17 — 141 in total: 2 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 (2)

NameFirmRatingTargetCallOurs
JBHTGoldman SachsNeutral → BuyUpgraded to Buy from Neutral
ADSKGoldman SachsNeutral → OutperformUpgraded to Outperform from Neutral

Downgrades (7)

NameFirmRatingTargetCallOurs
JBHTBernsteinOutperform → Market PerformDowngraded to Market Perform from Outperform
UGPScotiabankOutperform → Sector PerformDowngraded to Sector Perform from Outperform
FLNCGoldman SachsBuy → ReduceDowngraded to Reduce from BuyHALO
BSXCitigroupBuy → NeutralDowngraded to Neutral from Buy
JBHTCitigroupOutperform → NeutralDowngraded to Neutral from Outperform
JPMorgan StanleyCautious → UnderweightDowngraded to Underweight from Cautious
SWUBSBuy → SellDowngraded to Sell from Buy

Initiations (21)

NameFirmRatingTargetCallOurs
NPCEKeyBancOverweight$18Initiated to Overweight · Target set to $18 (+27.2% to spot)
NBISHSBCOutperformInitiated to OutperformEuro-AI · AEI
JBHTSusquehannaPositive → PositiveInitiated to Positive from Positive
JBHTMorgan StanleyUnderweight → OverweightInitiated to Overweight from Underweight
JBHTRBC CapitalOutperformInitiated to Outperform
YQGreenridge GlobalBuyInitiated to Buy
ZYMEWolfe ResearchOutperformInitiated to Outperform
RYTMWolfe ResearchOutperformInitiated to Outperform
VSTMWolfe ResearchOutperformInitiated to Outperform
TSHAWolfe ResearchOutperformInitiated to Outperform
KYNBLake StreetBuyInitiated to Buy
RDVTRaymond JamesOutperformInitiated to Outperform
HONASusquehannaPositiveInitiated to Positive
IBIOH.C. WainwrightBuyInitiated to Buy
PAYSeaport GlobalBuyInitiated to Buy
KOPNOppenheimerOutperform$7Initiated to Outperform · Target set to $7 (+61.3% to spot)
AUBMO CapitalMarket Perform → OutperformInitiated to Outperform from Market Perform
MGHLMorgan StanleyOverweight → Equal-WeightInitiated to Equal-Weight from Overweight
JPMacquarieNeutral → NeutralInitiated to Neutral from Neutral
KHCRBC CapitalOutperformInitiated to Outperform
TKNOJefferiesBuyInitiated to Buy

Price-target moves (111)

NameFirmRatingTargetCallOurs
GOOGLTigress Financial$415 → $485Target raised to $485 from $415 (+39.6% to spot)AW40
KMIJefferies$35 → $33Target cut to $33 from $35 (+5.4% to spot)
SECZStoneX$10 → $12Target raised to $12 from $10 (+34.2% to spot)
AMHScotiabank$33 → $31Target cut to $31 from $33 (-1.4% to spot)
BXPScotiabank$76 → $73Target cut to $73 from $76 (+14.1% to spot)
ESSScotiabank$307 → $293Target cut to $293 from $307 (+7.5% to spot)
FRTScotiabank$128 → $126Target cut to $126 from $128 (+12.4% to spot)
GLPIScotiabank$50 → $49Target cut to $49 from $50 (+22% to spot)
INVHScotiabank$30 → $28Target cut to $28 from $30 (+2.6% to spot)
JANScotiabank$31 → $33Target raised to $33 from $31 (+8.5% to spot)
KRCScotiabank$41 → $39Target cut to $39 from $41 (+12.2% to spot)
LINEScotiabank$45 → $44Target cut to $44 from $45 (+15.4% to spot)
MAAScotiabank$134 → $125Target cut to $125 from $134 (+2.7% to spot)
REGScotiabank$82 → $81Target cut to $81 from $82 (+10.9% to spot)
SLGScotiabank$60 → $59Target cut to $59 from $60 (+13.8% to spot)
SPGScotiabank$222 → $221Target cut to $221 from $222 (+7.6% to spot)
VMRKScotiabank$70 → $66Target cut to $66 from $70 (+3.9% to spot)
VNOScotiabank$41 → $39Target cut to $39 from $41 (+12.4% to spot)
WPCScotiabank$77 → $76Target cut to $76 from $77 (+14.5% to spot)
GNRCRoth Capital$214 → $250Target raised to $250 from $214 (+19.2% to spot)
RCATNorthland$15 → $13Target cut to $13 from $15 (+77.7% to spot)HALO
EPMNorthland$4 → $4.25Target raised to $4.25 from $4 (+18.2% to spot)
VTSNorthland$18.5 → $20.5Target raised to $20.5 from $18.5 (+15.5% to spot)
QNSTNorthland$21 → $23Target raised to $23 from $21 (+29% to spot)
CIENBarclays$475 → $548Target raised to $548 from $475 (+54.3% to spot)
VFCDeutsche Bank$14Target set to $14 (+9.1% to spot)
LINDDeutsche Bank$29 → $30Target raised to $30 from $29 (+8.2% to spot)
DOWDeutsche Bank$33 → $32Target cut to $32 from $33 (+8.7% to spot)
FLNCRBC Capital$15 → $4Target cut to $4 from $15 (-47.2% to spot)HALO
CRCRoth Capital$58 → $59Target raised to $59 from $58 (+8.8% to spot)
CIENNorthland$500 → $550Target raised to $550 from $500 (+51.8% to spot)
NEWPRoth Capital$7.5 → $8.75Target raised to $8.75 from $7.5 (+48.3% to spot)
JBHTUBS$291 → $264Target cut to $264 from $291 (+10% to spot)
AMGNUBS$430Target set to $430 (+13.6% to spot)HALO
CRLArgus$250 → $330Target raised to $330 from $250 (+18.1% to spot)
JBHTRaymond James$315 → $300Target cut to $300 from $315 (+24.8% to spot)
EOGRaymond James$183 → $186Target raised to $186 from $183 (+29% to spot)
FANGRaymond James$248 → $255Target raised to $255 from $248 (+32% to spot)
MGNICraig-Hallum$28 → $32Target raised to $32 from $28 (+27.1% to spot)
SIRIGuggenheim$37Target set to $37 (+30.7% to spot)
AVAVGoldman Sachs$285 → $326Target raised to $326 from $285 (+108.4% to spot)HALO
OSCRGoldman Sachs$30 → $34Target raised to $34 from $30 (+5.1% to spot)
AHCOBaird$10 → $9Target cut to $9 from $10 (+52.3% to spot)
OSCRBaird$27 → $33Target raised to $33 from $27 (+2% to spot)
HLFTexas Capital$21Target set to $21 (+77.5% to spot)
OSCRPiper Sandler$48Target set to $48 (+48.4% to spot)
OKTABTIG$187 → $219Target raised to $219 from $187 (+16.4% to spot)AEI
ADCMizuho$80 → $72Target cut to $72 from $80 (+5.1% to spot)
EPRTMizuho$34 → $30Target cut to $30 from $34 (+12% to spot)
NTSTMizuho$23 → $20Target cut to $20 from $23 (+9.6% to spot)
FLNCTruist$16 → $10Target cut to $10 from $16 (+10.5% to spot)HALO
JEFOppenheimer$83 → $76Target cut to $76 from $83 (+60.5% to spot)
ONCantor Fitzgerald$110 → $90Target cut to $90 from $110 (+35.1% to spot)Rubin
FLNCBMO Capital$14 → $7Target cut to $7 from $14 (-22.7% to spot)HALO
IQVMorgan Stanley$240 → $270Target raised to $270 from $240 (+0.4% to spot)
XRAYBMO Capital$13 → $10Target cut to $10 from $13 (-1.4% to spot)
MKSIMorgan Stanley$439 → $345Target cut to $345 from $439 (+46.6% to spot)Rubin
GLPIMorgan Stanley$55 → $50Target cut to $50 from $55 (+23.9% to spot)
TELOMaxim$4Target set to $4 (+254% to spot)
SPRBLake Street$149Target set to $149 (+175.1% to spot)
TEVertical Research$5Target set to $5 (+22.2% to spot)
PRECraig-Hallum$40Target set to $40 (+81.7% to spot)
TWSTLeerink$120 → $160Target raised to $160 from $120 (+11.8% to spot)
PSXBMO Capital$260 → $310Target raised to $310 from $260 (+17.1% to spot)
OMizuho$66 → $61Target cut to $61 from $66 (+6.7% to spot)
CRMDA Davidson$225Target set to $225 (-10.2% to spot)AW40
FLNCPiper Sandler$6 → $5Target cut to $5 from $6 (-44.8% to spot)HALO
ENVAStephens$205Target set to $205 (+19.1% to spot)
CIENMorgan Stanley$450Target set to $450 (+32.2% to spot)
TBBKPiper Sandler$86 → $75Target cut to $75 from $86 (+47.8% to spot)
ONMizuho$95Target set to $95 (+42.6% to spot)Rubin
APPFKeyBanc$255 → $280Target raised to $280 from $255 (+26.6% to spot)
NKEUBS$48 → $42Target cut to $42 from $48 (+17.4% to spot)
ELFBernstein$121 → $127Target raised to $127 from $121 (+36% to spot)HALO
FTNTBernstein$102 → $145Target raised to $145 from $102 (-15.6% to spot)AEI
CRWDBernstein$119 → $132Target raised to $132 from $119 (-45.3% to spot)AEI
NETBernstein$164 → $181Target raised to $181 from $164 (-44.3% to spot)AEI
ZSBernstein$224 → $298Target raised to $298 from $224 (+55.5% to spot)AEI
PAYSeaport Research$42Target set to $42 (+14.6% to spot)
CCLGoldman Sachs$30Target set to $30 (+34.2% to spot)
STZTD Cowen$150Target set to $150 (+21.9% to spot)
GNRCCanaccord$275 → $375Target raised to $375 from $275 (+114.2% to spot)
CRGYTruist$19Target set to $19 (+31.9% to spot)
CRKTruist$16Target set to $16 (+22.1% to spot)
WESTruist$55Target set to $55 (+17.3% to spot)
FLNCCanaccord$15Target set to $15 (+65.7% to spot)HALO
ONStifel$90 → $75Target cut to $75 from $90 (+12.6% to spot)Rubin
MAATruist Securities$132Target set to $132 (+8.3% to spot)
OSCRBofA Securities$30Target set to $30 (-7.2% to spot)
ONONBofA Securities$43Target set to $43 (+58.4% to spot)HALO
AMRXBarclays$16 → $20Target raised to $20 from $16 (+10.6% to spot)
IOVABarclays$13 → $15Target raised to $15 from $13 (+52% to spot)
OSCRBarclays$39 → $49Target raised to $49 from $39 (+51.5% to spot)
OCTVMorgan Stanley$21Target set to $21 (+14.9% to spot)
LYFTGuggenheim$16Target set to $16 (+2% to spot)
PANWBernstein$351Target set to $351 (-6.6% to spot)AEI
SBernstein$25Target set to $25 (+7.9% to spot)AEI
OKTABernstein$174Target set to $174 (-7.5% to spot)AEI
FHNHovde Group$25Target set to $25 (+4.5% to spot)
AUGOScotiabank$110Target set to $110 (+28% to spot)
TCOMMacquarie$52.2Target set to $52.2 (+29.1% to spot)
CORZWells Fargo$28Target set to $28 (+65.9% to spot)
PSKYBarclays$8Target set to $8 (-28.2% to spot)
MNOVRoth Capital$6Target set to $6 (+138.1% to spot)
ABEORoth Capital$17Target set to $17 (+216.6% to spot)
APLDWells Fargo$50Target set to $50 (+105% to spot)
HUTWells Fargo$175Target set to $175 (+94.8% to spot)
WULFWells Fargo$30Target set to $30 (+94.9% to spot)
CIFRWells Fargo$25Target set to $25 (+49.5% to spot)
SITMMorgan Stanley$370Target set to $370 (-32.6% to spot)
GRALRBC Capital$84Target set to $84 (+11.8% to spot)

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