Analyst Wire — 2026-09-25
Every US sell-side action recorded on 2026-09-25 — 55 in total: 0 upgrades, 4 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 (4)
| Name | Firm | Rating | Target | Call | Ours |
|---|---|---|---|---|---|
| AKAM | HSBC | Hold → Reduce | — | Downgraded to Reduce from Hold | AEI |
| NFLX | Wells Fargo | Underweight → Hold | — | Downgraded to Hold from Underweight | AW40 |
| SNPS | KeyBanc | Overweight → Underweight | — | Downgraded to Underweight from Overweight | Rubin |
| SNPS | Jefferies | Underperform → Hold | — | Downgraded to Hold from Underperform | Rubin |
Initiations (5)
| Name | Firm | Rating | Target | Call | Ours |
|---|---|---|---|---|---|
| CRWV | Goldman Sachs | Neutral → Sell | — | Initiated to Sell from Neutral | AEI |
| CRWV | HSBC | Reduce → Sell | — | Initiated to Sell from Reduce | AEI |
| STEX | UBS | Buy | — | Initiated to Buy | — |
| SNPS | Bernstein | Outperform | — | Initiated to Outperform | Rubin |
| SNPS | Barclays | Overweight | — | Initiated to Overweight | Rubin |
Price-target moves (46)
| Name | Firm | Rating | Target | Call | Ours |
|---|---|---|---|---|---|
| SEI | Wells Fargo | — | $73 → $85 | Target raised to $85 from $73 (+19.8% to spot) | — |
| BDSX | H.C. Wainwright | — | $27 → $38 | Target raised to $38 from $27 (+28.7% to spot) | — |
| RZLT | H.C. Wainwright | — | $5 → $10 | Target raised to $10 from $5 (+149.1% to spot) | — |
| AMD | BofA Securities | — | $720 | Target set to $720 (+14.4% to spot) | Rubin |
| KGC | CIBC | — | $54 → $50 | Target cut to $50 from $54 (+101.1% to spot) | — |
| ACAD | H.C. Wainwright | — | $37 → $33 | Target cut to $33 from $37 (+56.9% to spot) | — |
| ALTG | Northland | — | $17 → $12 | Target cut to $12 from $17 (+100% to spot) | — |
| SNX | UBS | — | $352 → $379 | Target raised to $379 from $352 (+40.9% to spot) | — |
| DOW | UBS | — | $32 → $30 | Target cut to $30 from $32 (+6.8% to spot) | — |
| LYB | UBS | — | $64 → $62 | Target cut to $62 from $64 (+4.3% to spot) | — |
| MDLN | UBS | — | $45 → $43 | Target cut to $43 from $45 (+23.5% to spot) | — |
| WLK | UBS | — | $106 → $98 | Target cut to $98 from $106 (+46.3% to spot) | — |
| IE | Scotiabank | — | $18 → $16 | Target cut to $16 from $18 (+54.3% to spot) | — |
| COST | Truist | — | $1011 → $955 | Target cut to $955 from $1011 (+3.9% to spot) | HALO |
| CPT | Truist | — | $123 → $108 | Target cut to $108 from $123 (+11.2% to spot) | — |
| PYPL | Deutsche Bank | — | $50 → $55 | Target raised to $55 from $50 (+3.4% to spot) | — |
| TFIN | Raymond James | — | $89 → $84 | Target cut to $84 from $89 (+36.1% to spot) | — |
| AEE | RBC Capital | — | $107 | Target set to $107 (+8.7% to spot) | — |
| CRL | Deutsche Bank | — | $300 → $320 | Target raised to $320 from $300 (+9.9% to spot) | — |
| SFM | Deutsche Bank | — | $84 → $77 | Target cut to $77 from $84 (+21.3% to spot) | HALO |
| CRL | RBC Capital | — | $282 → $322 | Target raised to $322 from $282 (+10.6% to spot) | — |
| ACAD | Deutsche Bank | — | $38 → $31 | Target cut to $31 from $38 (+44.8% to spot) | — |
| TMO | Deutsche Bank | — | $635 → $720 | Target raised to $720 from $635 (+8.2% to spot) | — |
| GEN | RBC Capital | — | $30 → $26 | Target cut to $26 from $30 (+14.4% to spot) | — |
| AJG | Morgan Stanley | — | $290 → $285 | Target cut to $285 from $290 (+25.3% to spot) | — |
| PETS | Morgan Stanley | — | $2.15 → $1.4 | Target cut to $1.4 from $2.15 (-9.7% to spot) | — |
| AXSM | Morgan Stanley | — | $251 → $247 | Target cut to $247 from $251 (+24.4% to spot) | — |
| NTRA | RBC Capital | — | $350 → $460 | Target raised to $460 from $350 (+12.3% to spot) | HALO |
| COST | DA Davidson | — | $1000 → $1040 | Target raised to $1040 from $1000 (+13.1% to spot) | HALO |
| ZS | RBC Capital | — | $210 → $236 | Target raised to $236 from $210 (+20.5% to spot) | AEI |
| TXRH | Evercore ISI | — | $200 → $220 | Target raised to $220 from $200 (+37.7% to spot) | — |
| ANDG | Truist Securities | — | $70 | Target set to $70 (+28.3% to spot) | — |
| FUL | Baird | — | $75 → $65 | Target cut to $65 from $75 (+30% to spot) | — |
| INFQ | BTIG | — | $22 → $25 | Target raised to $25 from $22 (+74.8% to spot) | — |
| FIS | Baird | — | $48 → $45 | Target cut to $45 from $48 (+28.5% to spot) | — |
| GDDY | Baird | — | $110 → $120 | Target raised to $120 from $110 (+19% to spot) | — |
| OKTA | Baird | — | $200 → $235 | Target raised to $235 from $200 (+13.7% to spot) | AEI |
| OKTA | BMO Capital | — | $187 → $230 | Target raised to $230 from $187 (+11.3% to spot) | AEI |
| ACAD | BMO Capital | — | $36 → $34 | Target cut to $34 from $36 (+53.3% to spot) | — |
| OKTA | Stephens | — | $190 → $240 | Target raised to $240 from $190 (+16.1% to spot) | AEI |
| KMX | Stephens | — | $66 → $74 | Target raised to $74 from $66 (+31.3% to spot) | — |
| CDNL | Truist | — | $40 | Target set to $40 (+45.2% to spot) | — |
| BNY | Truist | — | $178 → $172 | Target cut to $172 from $178 (+14.5% to spot) | — |
| CRL | Evercore ISI | — | $320 → $330 | Target raised to $330 from $320 (+12.1% to spot) | — |
| DHI | Evercore ISI | — | $177 → $166 | Target cut to $166 from $177 (+18.3% to spot) | — |
| FBIN | Evercore ISI | — | $56 → $45 | Target cut to $45 from $56 (+18.5% to spot) | — |
AI-generated — produced automatically by Closelooknet’s systems under this site’s editorial policy.