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Analyst Wire — 2026-09-24

Every US sell-side action recorded on 2026-09-24 — 168 in total: 8 upgrades, 3 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 (8)

NameFirmRatingTargetCallOurs
FFBCTruist FinancialHold → Buy—Upgraded to Buy from Hold—
METACitigroupOutperform → Overweight—Upgraded to Overweight from OutperformAW40
SNPSExane BNP ParibasUnderperform → Neutral—Upgraded to Neutral from UnderperformRubin
NBISExane BNP ParibasNeutral → Outperform—Upgraded to Outperform from NeutralEuro-AI · AEI
ARCTCitigroupNeutral → Buy—Upgraded to Buy from Neutral—
JPUBSBuy → Negative—Upgraded to Negative from Buy—
BZMorgan StanleyUnderweight → Overweight—Upgraded to Overweight from Underweight—
PWRBernsteinMarket Perform → Outperform—Upgraded to Outperform from Market PerformRubin · HALO

Downgrades (3)

NameFirmRatingTargetCallOurs
DGCitigroupNeutral → Sell—Downgraded to Sell from Neutral—
SFIXWilliam BlairMixed → Market Perform—Downgraded to Market Perform from Mixed—
DBXCitigroupNeutral → Sell—Downgraded to Sell from Neutral—

Initiations (20)

NameFirmRatingTargetCallOurs
ENTXGuggenheimBuy—Initiated to Buy—
GPNLoop Capital MarketsBuy—Initiated to Buy—
OPTHBarclaysOverweight—Initiated to Overweight—
DGPiper SandlerNeutral → Overweight—Initiated to Overweight from Neutral—
DGGoldman SachsNeutral → Sell—Initiated to Sell from Neutral—
DGMorgan StanleyEqual-Weight → Overweight—Initiated to Overweight from Equal-Weight—
DGRodman & RenshawBuy—Initiated to Buy—
EPRXWedbushOutperform—Initiated to Outperform—
QNCXRodman & RenshawBuy → Buy—Initiated to Buy from Buy—
MGEEBank of America SecuritiesNeutral—Initiated to Neutral—
ARESPiper SandlerOverweight—Initiated to Overweight—
CCNEPiper SandlerOverweight—Initiated to Overweight—
RVMDGoldman SachsBuy → Buy$267Initiated to Buy from Buy · Target set to $267 (+40% to spot)—
ALMGoldman SachsNeutral$13Initiated to Neutral · Target set to $13 (-4.6% to spot)—
NTHIRoth CapitalBuy—Initiated to Buy—
UTHRGoldman SachsNeutral → Sell—Initiated to Sell from Neutral—
IMAXMorgan StanleyOverweight—Initiated to Overweight—
MGTXGoldman SachsNeutral—Initiated to Neutral—
BXCCitigroupMarket Perform—Initiated to Market Perform—
VSNTCitigroupBuy—Initiated to Buy—

Price-target moves (137)

NameFirmRatingTargetCallOurs
GPNLoop Capital—$137Target set to $137 (+60.6% to spot)—
HUBBWells Fargo—$531Target set to $531 (+14% to spot)—
NVTWells Fargo—$182Target set to $182 (+11.7% to spot)Rubin
HONWells Fargo—$231Target set to $231 (+9.1% to spot)—
PHWells Fargo—$1050Target set to $1050 (+7.7% to spot)—
FFBCTruist on rising rates—$37Target set to $37 (+17.3% to spot)—
ROKWells Fargo—$426Target set to $426 (-1.6% to spot)Rubin
FPSWells Fargo—$44Target set to $44 (+13% to spot)—
ALMStifel—$25Target set to $25 (+101.6% to spot)—
MMMWells Fargo—$195Target set to $195 (+16.4% to spot)—
LIIWells Fargo—$424Target set to $424 (+15.3% to spot)—
TWLOHSBC—$211Target set to $211 (-29.6% to spot)AEI
CMCSAKeyBanc—$18Target set to $18 (-18.7% to spot)—
LMRIKeyBanc—$18Target set to $18 (+82.2% to spot)—
CARRWells Fargo—$67Target set to $67 (+22.1% to spot)Rubin
JCIWells Fargo—$186Target set to $186 (+28% to spot)—
EMRWells Fargo—$177Target set to $177 (+13.4% to spot)—
ETNWells Fargo—$503Target set to $503 (+14.3% to spot)Rubin · Euro-AI
DOVWells Fargo—$229Target set to $229 (+21.9% to spot)—
TTWells Fargo—$536Target set to $536 (+22.2% to spot)—
OTISWells Fargo—$77Target set to $77 (+15.5% to spot)—
VRTWells Fargo—$340Target set to $340 (+38.6% to spot)Rubin
SAROJefferies—$30 → $25Target cut to $25 from $30 (+12.7% to spot)—
OKTAKeyBanc—$190 → $240Target raised to $240 from $190 (+16.1% to spot)AEI
MCDBaird—$285 → $250Target cut to $250 from $285 (+4.9% to spot)—
OKTARoth Capital—$155 → $235Target raised to $235 from $155 (+11.3% to spot)AEI
MCDOppenheimer—$325 → $295Target cut to $295 from $325 (+22.7% to spot)—
OKTATruist—$200 → $235Target raised to $235 from $200 (+11.2% to spot)AEI
GLPIScotiabank—$49 → $43Target cut to $43 from $49 (+11.7% to spot)—
VICIScotiabank—$29 → $26Target cut to $26 from $29 (+12% to spot)—
KGCScotiabank—$41 → $39Target cut to $39 from $41 (+60.7% to spot)—
SFIXTelsey Advisory—$5 → $3Target cut to $3 from $5 (+37% to spot)—
WORSeaport Research—$65 → $75Target raised to $75 from $65 (+26.6% to spot)—
GMTD Cowen—$33Target set to $33 (-59.7% to spot)—
SFIXNorthland—$5 → $4Target cut to $4 from $5 (+87.4% to spot)—
PNorthland—$128 → $167Target raised to $167 from $128 (+29.1% to spot)AEI
EIXUBS—$57Target set to $57 (+8% to spot)—
OKTAEvercore ISI—$185 → $240Target raised to $240 from $185 (+16.8% to spot)AEI
PEvercore ISI—$130 → $145Target raised to $145 from $130 (+12.7% to spot)AEI
OKTARBC Capital—$195 → $230Target raised to $230 from $195 (+12.5% to spot)AEI
NICERBC Capital—$130 → $145Target raised to $145 from $130 (+25.2% to spot)—
MCDRBC Capital—$290 → $285Target cut to $285 from $290 (+18.1% to spot)—
AFYABradesco BBI—$17Target set to $17 (+25.6% to spot)—
CSXRBC Capital—$54 → $53Target cut to $53 from $54 (+12.3% to spot)—
NSCRBC Capital—$360 → $330Target cut to $330 from $360 (+4.4% to spot)—
UNPRBC Capital—$339 → $326Target cut to $326 from $339 (+18.2% to spot)—
OKTADA Davidson—$190 → $235Target raised to $235 from $190 (+15.5% to spot)AEI
ALITDA Davidson—$32 → $22Target cut to $22 from $32 (+84.4% to spot)—
PATHTD Cowen—$16 → $15Target cut to $15 from $16 (+18.4% to spot)Euro-AI · AW40
LUXETD Cowen—$9 → $11Target raised to $11 from $9 (+22.4% to spot)—
LOWGordon Haskett—$200Target set to $200 (+5.4% to spot)—
GISDeutsche Bank—$33 → $34Target raised to $34 from $33 (-3.6% to spot)—
PMorgan Stanley—$119 → $137Target raised to $137 from $119 (+5.8% to spot)AEI
SFIXBernstein SocGen Group—$4Target set to $4 (+81.4% to spot)—
GISBernstein SocGen Group—$30Target set to $30 (-15% to spot)—
DALUBS—$99 → $105Target raised to $105 from $99 (+28.8% to spot)—
UALUBS—$137 → $146Target raised to $146 from $137 (+32.2% to spot)—
SFIXUBS—$4 → $3.5Target cut to $3.5 from $4 (+59.1% to spot)—
TRUUBS—$82 → $80Target cut to $80 from $82 (+14.6% to spot)—
SRRKTruist—$76 → $77Target raised to $77 from $76 (+57.8% to spot)—
NCLHTruist—$20 → $16Target cut to $16 from $20 (+12.9% to spot)—
PLake Street—$120 → $130Target raised to $130 from $120 (+1.6% to spot)AEI
VIKTruist—$102 → $98Target cut to $98 from $102 (+20.9% to spot)—
RCLTruist—$297 → $298Target raised to $298 from $297 (+27% to spot)—
CTASBaird—$214 → $222Target raised to $222 from $214 (+15.6% to spot)HALO
PATHBMO Capital—$18 → $15Target cut to $15 from $18 (+15% to spot)Euro-AI · AW40
ULSBaird—$95 → $85Target cut to $85 from $95 (+30% to spot)—
JBTMBaird—$188 → $171Target cut to $171 from $188 (+51% to spot)—
OKTAOppenheimer—$190 → $227Target raised to $227 from $190 (+10.5% to spot)AEI
KNFOppenheimer—$90 → $80Target cut to $80 from $90 (+55.6% to spot)—
DTOppenheimer—$71Target set to $71 (+21.3% to spot)AEI
CALMBMO Capital—$83 → $75Target cut to $75 from $83 (+4.6% to spot)—
PECOMizuho—$43 → $39Target cut to $39 from $43 (+6.2% to spot)—
KIMMizuho—$25 → $23Target cut to $23 from $25 (+3.5% to spot)—
FRTMizuho—$130 → $117Target cut to $117 from $130 (+7% to spot)—
BRXMizuho—$33 → $30Target cut to $30 from $33 (+8.5% to spot)—
CCLSusquehanna—$33 → $28Target cut to $28 from $33 (+28.4% to spot)—
ONONBMO Capital—$28 → $33Target raised to $33 from $28 (+9.4% to spot)HALO
MTNStifel—$167 → $161Target cut to $161 from $167 (+15% to spot)—
PAYXStifel—$130 → $112Target cut to $112 from $130 (+7.2% to spot)—
WPCScotiabank—$76 → $68Target cut to $68 from $76 (+2.3% to spot)—
NTSTScotiabank—$22 → $20Target cut to $20 from $22 (+8.9% to spot)—
EPRTScotiabank—$33 → $30Target cut to $30 from $33 (+11.6% to spot)—
SNPSBNP Paribas—$420Target set to $420 (+1.7% to spot)Rubin
PNeedham—$150Target set to $150 (+36.7% to spot)AEI
WORCanaccord—$67 → $75Target raised to $75 from $67 (+25.6% to spot)—
PATHCanaccord—$17 → $14Target cut to $14 from $17 (+7.4% to spot)Euro-AI · AW40
GLNGBTIG—$75Target set to $75 (+50.2% to spot)—
CDNABTIG—$74Target set to $74 (+36.3% to spot)—
SAILTruist Securities—$27Target set to $27 (+26.1% to spot)AEI
AURCanaccord—$17Target set to $17 (+169% to spot)—
LIFEBofA Securities—$38Target set to $38 (+12.1% to spot)—
OKTABofA Securities—$220Target set to $220 (+7.1% to spot)AEI
CBRLBofA Securities—$48Target set to $48 (+1% to spot)—
MGMMizuho—$55Target set to $55 (+45.3% to spot)—
TVTXGuggenheim—$89Target set to $89 (+48.8% to spot)—
OKTAGuggenheim—$227Target set to $227 (+10.5% to spot)AEI
AURGoldman Sachs—$6 → $7Target raised to $7 from $6 (+10.8% to spot)—
FCELBarclays—$20Target set to $20 (+16.4% to spot)—
PPiper Sandler—$133 → $162Target raised to $162 from $133 (+47.6% to spot)AEI
OKTAWells Fargo—$200 → $230Target raised to $230 from $200 (+12% to spot)AEI
AJGWells Fargo—$296 → $291Target cut to $291 from $296 (+26.7% to spot)—
MCDJPMorgan—$280 → $260Target cut to $260 from $280 (+9.1% to spot)—
PUBMCraig-Hallum—$24Target set to $24 (+37.5% to spot)—
OScotiabank—$59Target set to $59 (+6.1% to spot)—
DGHSBC—$160Target set to $160 (+32.7% to spot)—
OKTAStifel—$215Target set to $215 (+4.7% to spot)AEI
PAYXBMO Capital—$113Target set to $113 (+8.1% to spot)—
ONONBarclays—$42 → $44Target raised to $44 from $42 (+45.9% to spot)HALO
ARCTBTIG—$20Target set to $20 (+50.4% to spot)—
OKTABarclays—$180 → $215Target raised to $215 from $180 (+4.7% to spot)AEI
MMEDTruist—$29Target set to $29 (+41.2% to spot)—
SEIStifel—$101Target set to $101 (+49.8% to spot)—
OKTAMizuho—$200Target set to $200 (-2.6% to spot)AEI
NBISBNP Paribas—$399Target set to $399 (+76.1% to spot)Euro-AI · AEI
FOURMizuho—$46Target set to $46 (+19.6% to spot)—
MTNMizuho—$160Target set to $160 (+14.2% to spot)—
ETSYArete—$81Target set to $81 (+9.9% to spot)—
MCDBMO Capital—$310Target set to $310 (+30.1% to spot)—
WTFCWells Fargo—$160Target set to $160 (+11.3% to spot)—
OWLMarket Outperform by Citizens—$17Target set to $17 (+77.1% to spot)—
SGMTGoldman Sachs—$7Target set to $7 (-32.8% to spot)—
IOVAGoldman Sachs—$15Target set to $15 (+47.2% to spot)—
INSMGoldman Sachs—$188Target set to $188 (+58.9% to spot)—
JAZZGoldman Sachs—$337Target set to $337 (+43.5% to spot)—
KRYSGoldman Sachs—$441Target set to $441 (+29% to spot)—
MDGLGoldman Sachs—$704Target set to $704 (+37.2% to spot)—
TARSGoldman Sachs—$116Target set to $116 (+56.1% to spot)—
ABCLGoldman Sachs—$13Target set to $13 (+5.6% to spot)—
ALKSGoldman Sachs—$50Target set to $50 (+18.7% to spot)—
ARWRGoldman Sachs—$74Target set to $74 (+10.5% to spot)—
KODGoldman Sachs—$36Target set to $36 (+14.2% to spot)—
OKTAJefferies—$200 → $240Target raised to $240 from $200 (+16.9% to spot)AEI
ONBWells Fargo—$30Target set to $30 (+21.3% to spot)—
ESOARoth Capital—$20Target set to $20 (+85.2% to spot)—
CGPiper Sandler—$54Target set to $54 (+35.3% to spot)—
MCDTD Cowen—$282 → $270Target cut to $270 from $282 (+13.3% to spot)—

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