Analyst Wire — 2026-09-22

Every US sell-side action recorded on 2026-09-22 — 114 in total: 6 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 (6)

NameFirmRatingTargetCallOurs
EATPiper SandlerNeutral → OverweightUpgraded to Overweight from Neutral
FITBCitigroupNeutral → BuyUpgraded to Buy from Neutral
COHROppenheimerOutperform → BuyUpgraded to Buy from OutperformRubin
METPiper SandlerNeutral → OverweightUpgraded to Overweight from Neutral
QNCXCitigroupPerform → OutperformUpgraded to Outperform from Perform
RNRJefferiesHold → Market OutperformUpgraded to Market Outperform from Hold

Downgrades (7)

NameFirmRatingTargetCallOurs
EXKCIBCOutperform → NeutralDowngraded to Neutral from Outperform
BEATH.C. WainwrightBuy → NeutralDowngraded to Neutral from Buy
EATMorgan StanleyOverweight → UnderweightDowngraded to Underweight from Overweight
NFLXHSBCBuy → HoldDowngraded to Hold from BuyAW40
DAVAWilliam BlairMarket Perform → UnderperformDowngraded to Underperform from Market Perform
EQNRSantanderOutperform → NeutralDowngraded to Neutral from Outperform
ERICMorgan StanleyEqual-Weight → UnderweightDowngraded to Underweight from Equal-Weight

Initiations (18)

NameFirmRatingTargetCallOurs
SMTCSeaport GlobalBuyInitiated to Buy
ONSeaport GlobalBuyInitiated to BuyRubin
MRVLSeaport GlobalBuyInitiated to BuyRubin
SITMSeaport GlobalNeutralInitiated to Neutral
CYHBMO CapitalMarket PerformInitiated to Market Perform
EATNeedhamBuyInitiated to Buy
EATRBC CapitalOutperformInitiated to Outperform
IRMDNeedhamHoldInitiated to Hold
ENTXCantor FitzgeraldOverweightInitiated to Overweight
YSWYWilliam BlairOutperformInitiated to Outperform
BILIExane BNP ParibasOutperformInitiated to Outperform
NTESExane BNP ParibasOutperformInitiated to Outperform
LFTOPiper SandlerNeutralInitiated to Neutral
SPJefferiesBuy → HoldInitiated to Hold from Buy
WPCBenchmarkBuyInitiated to Buy
WPCJefferiesBuyInitiated to Buy
SPNTRBC CapitalOutperformInitiated to Outperform
RNRRBC CapitalSector PerformInitiated to Sector Perform

Price-target moves (83)

NameFirmRatingTargetCallOurs
PCGUBS$14Target set to $14 (+8.7% to spot)
CYHBMO$3Target set to $3 (-0.7% to spot)
SMTCSeaport Research$200Target set to $200 (+14.7% to spot)
ONSeaport Research$100Target set to $100 (+35.9% to spot)Rubin
MRVLSeaport Research$270Target set to $270 (+2.9% to spot)Rubin
MSFTStifel$575Target set to $575 (+15.5% to spot)AW40
ALVJefferies$134 → $119Target cut to $119 from $134 (+0.2% to spot)
DCHJefferies on slowing momentum$7.1Target set to $7.1 (+20.1% to spot)
DCHJefferies$7.1Target set to $7.1 (+20.1% to spot)
HCABMO Capital$495Target set to $495 (+13% to spot)
CRWVUBS$120Target set to $120 (+38.3% to spot)AEI
ARDTBMO Capital$11Target set to $11 (+0.5% to spot)
THCBMO Capital$265Target set to $265 (+1.1% to spot)
GRDNKeyBanc$52Target set to $52 (+16.4% to spot)
FSLRGLJ Research$314.43 → $250Target cut to $250 from $314.43 (+24.5% to spot)HALO
SAPJefferies$250 → $260Target raised to $260 from $250 (+23.4% to spot)AW40
VKTXOppenheimer$100 → $120Target raised to $120 from $100 (+211.2% to spot)HALO
ELEH.C. Wainwright$33 → $31Target cut to $31 from $33 (+43.2% to spot)
ANIXH.C. Wainwright$7 → $6Target cut to $6 from $7 (+121.4% to spot)
CLDXH.C. Wainwright$42 → $64Target raised to $64 from $42 (+89.6% to spot)
AMCapital One$25Target set to $25 (+17% to spot)
EPDCapital One$42Target set to $42 (+9.3% to spot)
ETCapital One$26Target set to $26 (+24.8% to spot)
OKECapital One$110Target set to $110 (+20.1% to spot)
KMICapital One$36Target set to $36 (+13.6% to spot)
CALMStephens$90 → $80Target cut to $80 from $90 (+9.7% to spot)
WMBCapital One$92Target set to $92 (+27.6% to spot)
GKOSJefferies$190 → $210Target raised to $210 from $190 (+29.4% to spot)
ALCJefferies$95 → $85Target cut to $85 from $95 (+30.1% to spot)
RXSTJefferies$6.5 → $5.75Target cut to $5.75 from $6.5 (+13.2% to spot)
STAAJefferies$28 → $23Target cut to $23 from $28 (+13.9% to spot)
AMRZUBS$57 → $42Target cut to $42 from $57 (+7.2% to spot)
CHRDUBS$189 → $184Target cut to $184 from $189 (+33.4% to spot)
CRHUBS$147 → $135Target cut to $135 from $147 (+53.4% to spot)
ABVXWedbush$140 → $118Target cut to $118 from $140 (+14.1% to spot)
TYRAOppenheimer$50 → $40Target cut to $40 from $50 (+55.9% to spot)
KBROppenheimer$60 → $50Target cut to $50 from $60 (+39.9% to spot)
METAJefferies$710 → $875Target raised to $875 from $710 (+18% to spot)AW40
EXCArgus$49Target set to $49 (+16.7% to spot)
HFWABrean Capital$33Target set to $33 (+17.9% to spot)
ABVXTruist$155 → $151Target cut to $151 from $155 (+46% to spot)
ETMelius Research$25Target set to $25 (+19.6% to spot)
VRDNRBC Capital$36 → $38Target raised to $38 from $36 (+76.1% to spot)
EPDMelius Research$42Target set to $42 (+9.2% to spot)
OKTABaird$185 → $200Target raised to $200 from $185 (+4.5% to spot)AEI
KMIRBC Capital$35 → $36Target raised to $36 from $35 (+13.5% to spot)
HNGEBaird$85 → $90Target raised to $90 from $85 (-4.7% to spot)
NXTBaird$156 → $116Target cut to $116 from $156 (+39.5% to spot)
GRALBaird$86 → $118Target raised to $118 from $86 (+9.3% to spot)
NVRBTIG$7446 → $7125Target cut to $7125 from $7446 (+15.1% to spot)
DHIBTIG$184 → $174Target cut to $174 from $184 (+25% to spot)
ADPTBTIG$25 → $34Target raised to $34 from $25 (+22% to spot)
XMTRRosenblatt$120Target set to $120 (+20.6% to spot)
SOUNPiper Sandler$7 → $6Target cut to $6 from $7 (-2.8% to spot)
MSIPiper Sandler$530 → $531Target raised to $531 from $530 (+15.1% to spot)
CSCOPiper Sandler$132 → $125Target cut to $125 from $132 (+12.1% to spot)
DARUBS$88Target set to $88 (+39.1% to spot)
OMERCantor Fitzgerald$22Target set to $22 (+19% to spot)
OBXLeerink$32Target set to $32 (+84.7% to spot)
TYRAH.C. Wainwright$30 → $29Target cut to $29 from $30 (+13.1% to spot)
EFXWells Fargo$212 → $200Target cut to $200 from $212 (+26.1% to spot)
FICOWells Fargo$1450 → $1350Target cut to $1350 from $1450 (+46% to spot)
CCLTD Cowen$32Target set to $32 (+43.4% to spot)
KYMRStifel$132 → $152Target raised to $152 from $132 (+29.2% to spot)
PSKYMorgan Stanley$10 → $11.5Target raised to $11.5 from $10 (+16% to spot)
WBDMorgan Stanley$29 → $31Target raised to $31 from $29 (+0.6% to spot)
MSFTOppenheimer$570Target set to $570 (+13.6% to spot)AW40
HTFLCanaccord$45 → $56Target raised to $56 from $45 (+11.3% to spot)
PSQLCanaccord$16Target set to $16 (+118.9% to spot)
STZBarclays$132 → $122Target cut to $122 from $132 (+3% to spot)
SBMTRoth Capital$11Target set to $11 (+40.1% to spot)
EGRBC Capital$455Target set to $455 (+23.2% to spot)
BFLYNeedham$10Target set to $10 (+22.9% to spot)
GEHCNeedham$93Target set to $93 (+43.5% to spot)HALO
FISNRoth Capital$18Target set to $18 (+130.2% to spot)
IMSRRoth Capital$15Target set to $15 (+233.3% to spot)
CXTJefferies$60Target set to $60 (+31.1% to spot)
WSTMorgan Stanley$400Target set to $400 (+10.6% to spot)
WALRaymond James$90Target set to $90 (+14.4% to spot)
EATNorthcoast$275Target set to $275 (+37.3% to spot)
NTESBNP Paribas$180Target set to $180 (+53.2% to spot)
BILIBNP Paribas$23Target set to $23 (+51.5% to spot)
TPBOppenheimer$90Target set to $90 (+46.7% to spot)

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