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Analyst Wire — 2026-09-22

Every US sell-side action recorded on 2026-09-22 — 27 in total: 0 upgrades, 2 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.

Downgrades (2)

NameFirmRatingTargetCallOurs
EXKCIBCOutperform → Neutral—Downgraded to Neutral from Outperform—
BEATH.C. WainwrightBuy → Neutral—Downgraded to Neutral from Buy—

Initiations (5)

NameFirmRatingTargetCallOurs
SITMSeaport GlobalNeutral—Initiated to Neutral—
MRVLSeaport GlobalBuy—Initiated to BuyRubin
ONSeaport GlobalBuy—Initiated to BuyRubin
SMTCSeaport GlobalBuy—Initiated to Buy—
CYHBMO CapitalMarket Perform—Initiated to Market Perform—

Price-target moves (20)

NameFirmRatingTargetCallOurs
DCHJefferies—$7.1Target set to $7.1 (+20.1% to spot)—
DCHJefferies on slowing momentum—$7.1Target set to $7.1 (+20.1% to spot)—
ALVJefferies—$134 → $119Target cut to $119 from $134 (+0.2% to spot)—
MSFTStifel—$575Target set to $575 (+15.5% to spot)AW40
MRVLSeaport Research—$270Target set to $270 (+2.9% to spot)Rubin
ONSeaport Research—$100Target set to $100 (+35.9% to spot)Rubin
SMTCSeaport Research—$200Target set to $200 (+14.7% to spot)—
CYHBMO—$3Target set to $3 (-0.7% to spot)—
PCGUBS—$14Target set to $14 (+8.7% to spot)—
SAPJefferies—$250 → $260Target raised to $260 from $250 (+23.4% to spot)AW40
FSLRGLJ Research—$314.43 → $250Target cut to $250 from $314.43 (+24.5% to spot)HALO
GRDNKeyBanc—$52Target set to $52 (+16.4% to spot)—
THCBMO Capital—$265Target set to $265 (+1.1% to spot)—
ARDTBMO Capital—$11Target set to $11 (+0.5% to spot)—
CRWVUBS—$120Target set to $120 (+38.3% to spot)AEI
HCABMO Capital—$495Target set to $495 (+13% to spot)—
ANIXH.C. Wainwright—$7 → $6Target cut to $6 from $7 (+121.4% to spot)—
ELEH.C. Wainwright—$33 → $31Target cut to $31 from $33 (+43.2% to spot)—
VKTXOppenheimer—$100 → $120Target raised to $120 from $100 (+211.2% to spot)HALO
CLDXH.C. Wainwright—$42 → $64Target raised to $64 from $42 (+89.6% to spot)—

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