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Analyst Wire — 2026-09-21

Every US sell-side action recorded on 2026-09-21 — 31 in total: 1 upgrades, 1 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 (1)

NameFirmRatingTargetCallOurs
TLXRBC CapitalSector Perform → Outperform—Upgraded to Outperform from Sector Perform—

Downgrades (1)

NameFirmRatingTargetCallOurs
GMUBSBuy → Neutral—Downgraded to Neutral from Buy—

Price-target moves (29)

NameFirmRatingTargetCallOurs
RSIStifel—$34Target set to $34 (+57.6% to spot)—
ADPTBTIGMember Login—$34Target set to $34 (+22% to spot)—
PLXSKeyBanc—$300Target set to $300 (+18.9% to spot)—
VLOJefferies—$401Target set to $401 (+2% to spot)—
MPCJefferies—$413Target set to $413 (+2.6% to spot)—
BLSMLeerink—$36 → $40Target raised to $40 from $36 (+52.7% to spot)—
BAJefferies—$295 → $265Target cut to $265 from $295 (+32% to spot)—
PRTHLake Street—$8.05Target set to $8.05 (+3.7% to spot)—
NBISBTG Pactual—$223Target set to $223 (-4.4% to spot)Euro-AI · AEI
CRWVBTG Pactual—$125Target set to $125 (+45.9% to spot)AEI
SBACMorgan Stanley—$215 → $205Target cut to $205 from $215 (+15.3% to spot)—
CCIMorgan Stanley—$85Target set to $85 (+16.2% to spot)—
ENPHJefferies—$54 → $42Target cut to $42 from $54 (+23.1% to spot)HALO
AZOEvercore ISI—$3700 → $3500Target cut to $3500 from $3700 (+23.7% to spot)—
EXREvercore ISI—$152 → $146Target cut to $146 from $152 (+6.2% to spot)—
FRTEvercore ISI—$125 → $123Target cut to $123 from $125 (+11.2% to spot)—
JBGSEvercore ISI—$13 → $12Target cut to $12 from $13 (+5.8% to spot)—
KRCEvercore ISI—$45 → $44Target cut to $44 from $45 (+27.8% to spot)—
MAAEvercore ISI—$129 → $123Target cut to $123 from $129 (+3.9% to spot)—
NNNEvercore ISI—$48 → $47Target cut to $47 from $48 (+11.6% to spot)—
OEvercore ISI—$68 → $65Target cut to $65 from $68 (+14.3% to spot)—
PECOEvercore ISI—$46 → $44Target cut to $44 from $46 (+18.6% to spot)—
PSAEvercore ISI—$319 → $308Target cut to $308 from $319 (+4% to spot)—
RAREEvercore ISI—$16 → $18Target raised to $18 from $16 (+22.7% to spot)—
REGEvercore ISI—$83 → $81Target cut to $81 from $83 (+10.9% to spot)—
SLGEvercore ISI—$58 → $60Target raised to $60 from $58 (+14.7% to spot)—
SPGEvercore ISI—$219 → $216Target cut to $216 from $219 (+5.2% to spot)—
SUIEvercore ISI—$138 → $136Target cut to $136 from $138 (+18.8% to spot)—
UDREvercore ISI—$43 → $41Target cut to $41 from $43 (+21.4% to spot)—

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