Analyst Wire — 2026-09-18

Every US sell-side action recorded on 2026-09-18 — 118 in total: 6 upgrades, 11 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 (6)

NameFirmRatingTargetCallOurs
MTSIBMO CapitalMarket Perform → OutperformUpgraded to Outperform from Market PerformRubin
WCNUBSNeutral → Buy$200Upgraded to Buy from Neutral · Target set to $200 (+28.8% to spot)HALO
FTCIUBSNeutral → Buy$3.6Upgraded to Buy from Neutral · Target set to $3.6 (+69% to spot)
TRGPCowen & Co.Hold → BuyUpgraded to Buy from Hold
DTNeedhamBuy → Overweight$68Upgraded to Overweight from Buy · Target set to $68 (+21.8% to spot)AEI
STUBCitigroupNeutral → BuyUpgraded to Buy from Neutral

Downgrades (11)

NameFirmRatingTargetCallOurs
ETSYWolfe ResearchPeer Perform → UnderperformDowngraded to Underperform from Peer Perform
ETSYMorgan StanleyOutperform → UnderweightDowngraded to Underweight from Outperform
DTBMO CapitalOutperform → Market PerformDowngraded to Market Perform from OutperformAEI
DTUBSBuy → NeutralDowngraded to Neutral from BuyAEI
DTWells FargoOverweight → UnderweightDowngraded to Underweight from OverweightAEI
ARRYUBSBuy → Neutral$5Downgraded to Neutral from Buy · Target set to $5 (+17.9% to spot)HALO
NFLXWells FargoNeutral → Underweight$57Downgraded to Underweight from Neutral · Target set to $57 (-24.3% to spot)AW40
ACNGuggenheimBuy → NeutralDowngraded to Neutral from Buy
FLNCJefferiesBuy → HoldDowngraded to Hold from BuyHALO
FBRTBTIGPositive → NeutralDowngraded to Neutral from Positive
MGABMO CapitalOutperform → Market Perform$70Downgraded to Market Perform from Outperform · Target set to $70 (+8% to spot)

Initiations (13)

NameFirmRatingTargetCallOurs
ETSYCitigroupNeutral → OutperformInitiated to Outperform from Neutral
ETSYSeaport GlobalBuy → BuyInitiated to Buy from Buy
BCSFNoble Capital MarketsNeutralInitiated to Neutral
XMTRExane BNP ParibasOutperformInitiated to Outperform
HMCExane BNP ParibasNeutralInitiated to Neutral
RDDTExane BNP ParibasNeutralInitiated to NeutralAW40
HELPBarclaysOverweight$35Initiated to Overweight · Target set to $35 (+169.4% to spot)
DTBarclaysOverweight → OverweightInitiated to Overweight from OverweightAEI
BTCWells FargoHoldInitiated to Hold
FUBOCitigroupMarket Outperform → OutperformInitiated to Outperform from Market Outperform
TSEMBarclaysOverweightInitiated to OverweightRubin
CUEB. RileyBuyInitiated to Buy
CATXWilliam BlairOutperformInitiated to Outperform

Price-target moves (88)

NameFirmRatingTargetCallOurs
ONTruist$91 → $75Target cut to $75 from $91 (+8.5% to spot)Rubin
KALUWells Fargo$160Target set to $160 (+3.2% to spot)
ELOXLeerink$32Target set to $32 (+82.3% to spot)
CHRDJefferies$133 → $150Target raised to $150 from $133 (+2.6% to spot)
YETIStifel$50Target set to $50 (+21.3% to spot)
AAPLEvercore ISI$380Target set to $380 (+12.8% to spot)AW40
OSCRRaymond James$34 → $42Target raised to $42 from $34 (+31.3% to spot)
XENEWells Fargo$69 → $64Target cut to $64 from $69 (+11.6% to spot)
RARECanaccord$39Target set to $39 (+169% to spot)
AAWells Fargo$71 → $60Target cut to $60 from $71 (+27.7% to spot)
CENXWells Fargo$83 → $79Target cut to $79 from $83 (+93.9% to spot)
TTDGuggenheim$13Target set to $13 (-8.8% to spot)
LLYGuggenheim$1284Target set to $1284 (+11.4% to spot)HALO
CSTMWells Fargo$39 → $38Target cut to $38 from $39 (+45.1% to spot)
STLDWells Fargo$255 → $257Target raised to $257 from $255 (+4.7% to spot)
NUEWells Fargo$285 → $280Target cut to $280 from $285 (+5.6% to spot)
ENTXLeerink$9Target set to $9 (+197% to spot)
IRENNorthland$99Target set to $99 (+127.7% to spot)AEI
CHRNNorthland$32Target set to $32 (+59% to spot)
SHAZNorthland$95Target set to $95 (+67.5% to spot)
BRUNNorthland$36Target set to $36 (+115.8% to spot)
BROSMelius Research$95 → $70Target cut to $70 from $95 (+74.3% to spot)HALO
RARECantor Fitzgerald on FAYUVI Approval$39Target set to $39 (+169% to spot)
BCSFLucid Capital$12.5Target set to $12.5 (+10.6% to spot)
XENEBaird$97 → $90Target cut to $90 from $97 (+56.9% to spot)
ASGoldman Sachs$48 → $43Target cut to $43 from $48 (+63.7% to spot)
CALMGoldman Sachs$79 → $70Target cut to $70 from $79 (-5.5% to spot)
SYKCanaccord$400 → $385Target cut to $385 from $400 (+37.4% to spot)HALO
OPENAlliance Global$7 → $5Target cut to $5 from $7 (+95.3% to spot)
RDDTDA Davidson$185Target set to $185 (+21% to spot)AW40
XENENeedham$78 → $60Target cut to $60 from $78 (+4.6% to spot)
ALLMizuho$297 → $300Target raised to $300 from $297 (+18.9% to spot)
DHTBTIG$23 → $28Target raised to $28 from $23 (+22.7% to spot)
FROBTIG$55 → $70Target raised to $70 from $55 (+29.6% to spot)
HAFNBTIG$10 → $12Target raised to $12 from $10 (+23.5% to spot)
INSWBTIG$100 → $130Target raised to $130 from $100 (+17.6% to spot)
STNGBTIG$100 → $110Target raised to $110 from $100 (+25.2% to spot)
LENBTIG$67 → $63Target cut to $63 from $67 (-21% to spot)
NVSTUBS$30 → $27Target cut to $27 from $30 (+14% to spot)
ESIUBS$49 → $47Target cut to $47 from $49 (+41.7% to spot)
HUBSUBS$250 → $290Target raised to $290 from $250 (+26.3% to spot)AW40
DXCMTruist$93 → $102Target raised to $102 from $93 (+16% to spot)HALO
XENEWedbush$71 → $55Target cut to $55 from $71 (-4.1% to spot)
CRGYBMO Capital$14 → $16Target raised to $16 from $14 (+13.4% to spot)
MRLNMaxim$7Target set to $7 (+254.4% to spot)
CRWDStephens$280Target set to $280 (+18% to spot)AEI
XENERBC Capital$81 → $70Target cut to $70 from $81 (+73.8% to spot)
AZOOppenheimer$4300 → $3500Target cut to $3500 from $4300 (+23.5% to spot)
XMTRBNP Paribas$120Target set to $120 (+25% to spot)
AMRZOppenheimer$62 → $55Target cut to $55 from $62 (+46.9% to spot)
HMCBNP Paribas$34Target set to $34 (+5.6% to spot)
RDDTBNP Paribas$180Target set to $180 (+19.3% to spot)AW40
CRCStephens$93 → $91Target cut to $91 from $93 (+66.2% to spot)
ATOMorgan Stanley$190 → $179Target cut to $179 from $190 (+11.7% to spot)
LTRXLake Street$8 → $10Target raised to $10 from $8 (+69.1% to spot)
EDMorgan Stanley$101 → $97Target cut to $97 from $101 (-8.2% to spot)
CEGMorgan Stanley$364 → $369Target raised to $369 from $364 (+43% to spot)
MARAMorgan Stanley$6 → $11Target raised to $11 from $6 (-12.6% to spot)
DUKMorgan Stanley$133 → $127Target cut to $127 from $133 (+8.3% to spot)
CIFRMorgan Stanley$43.5 → $54Target raised to $54 from $43.5 (+211.4% to spot)
EXCMorgan Stanley$53 → $50Target cut to $50 from $53 (+18.8% to spot)
IDAMorgan Stanley$151 → $143Target cut to $143 from $151 (+8.4% to spot)
OGEMorgan Stanley$49 → $46Target cut to $46 from $49 (+1% to spot)
PPLMorgan Stanley$42 → $39Target cut to $39 from $42 (+16.9% to spot)
PEGMorgan Stanley$91 → $88Target cut to $88 from $91 (+25.4% to spot)
SRMorgan Stanley$91 → $88Target cut to $88 from $91 (+11.2% to spot)
TLNMorgan Stanley$503 → $514Target raised to $514 from $503 (+75.1% to spot)
XELMorgan Stanley$89 → $83Target cut to $83 from $89 (+14.4% to spot)
RAREMorgan Stanley$18 → $20Target raised to $20 from $18 (+36.2% to spot)
LENRBC Capital$85 → $69Target cut to $69 from $85 (-9.2% to spot)
ACNDeutsche Bank$136 → $175Target raised to $175 from $136 (-4.6% to spot)
CAGDeutsche Bank$12 → $13Target raised to $13 from $12 (-14% to spot)
MTNDeutsche Bank$134 → $138Target raised to $138 from $134 (-1.3% to spot)
MKCJPMorgan$63 → $62Target cut to $62 from $63 (+25.7% to spot)
QSRGuggenheim$85 → $86Target raised to $86 from $85 (+17.3% to spot)
BMINorthcoast$148Target set to $148 (+16% to spot)
ETORMizuho$43Target set to $43 (+54% to spot)
WINGRaymond James$185Target set to $185 (+78.3% to spot)
SVVWells Fargo$11Target set to $11 (+18.8% to spot)
VSNTGoldman Sachs$43Target set to $43 (+18.4% to spot)
DALRothschild & Co Redburn$104 → $105Target raised to $105 from $104 (+32.2% to spot)
UALRothschild$165 → $150Target cut to $150 from $165 (+39.4% to spot)
AALRothschild$12.5 → $13.5Target raised to $13.5 from $12.5 (+4.3% to spot)
BGSIMizuho$120Target set to $120 (+48.1% to spot)
HQYBarclays$110 → $115Target raised to $115 from $110 (+21.7% to spot)
LENBarclays$79 → $70Target cut to $70 from $79 (-12.2% to spot)
TRAXEvercore ISI$65Target set to $65 (+65.8% to spot)
ETSYBTIG$90Target set to $90 (+24.4% to spot)

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