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Analyst Wire — 2026-09-29

Every US sell-side action recorded on 2026-09-29 — 127 in total: 3 upgrades, 8 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 (3)

NameFirmRatingTargetCallOurs
PNFPWells FargoBuy → Overweight—Upgraded to Overweight from Buy—
HAFNParetoHold → Buy—Upgraded to Buy from Hold—
NFLXWells FargoHold → Overweight—Upgraded to Overweight from HoldAW40

Downgrades (8)

NameFirmRatingTargetCallOurs
BOKFWells FargoPositive → Underweight—Downgraded to Underweight from Positive—
SANGTD SecuritiesBuy → Sell—Downgraded to Sell from Buy—
INSEBWS FinancialBuy → Neutral—Downgraded to Neutral from Buy—
FSKWells FargoSector Perform → Underweight—Downgraded to Underweight from Sector Perform—
HOODMorgan StanleyOverweight → Outperform—Downgraded to Outperform from Overweight—
AZOMorgan StanleyOverweight → Market Perform—Downgraded to Market Perform from Overweight—
ABRCitigroupPerform → Market Perform—Downgraded to Market Perform from Perform—
JPBernsteinOutperform → Market Perform—Downgraded to Market Perform from Outperform—

Initiations (6)

NameFirmRatingTargetCallOurs
NFLXBernsteinOutperform → Outperform—Initiated to Outperform from OutperformAW40
NFLXCowen & Co.Buy → Buy—Initiated to Buy from BuyAW40
HYLNCraig-HallumBuy—Initiated to Buy—
ADPTGoldman SachsBuy—Initiated to Buy—
AZOBernsteinOutperform → Outperform—Initiated to Outperform from Outperform—
SWBarclaysUnderweight → Underweight—Initiated to Underweight from Underweight—

Price-target moves (110)

NameFirmRatingTargetCallOurs
WALWells Fargo—$90 → $84Target cut to $84 from $90 (+10.9% to spot)—
UMBFWells Fargo—$160 → $147Target cut to $147 from $160 (+11.5% to spot)—
NTBWells Fargo—$200 → $195Target cut to $195 from $200 (+233.7% to spot)—
BPOPWells Fargo—$200 → $195Target cut to $195 from $200 (+24.8% to spot)—
FBPWells Fargo—$33 → $32Target cut to $32 from $33 (+21.4% to spot)—
EWBCWells Fargo—$155 → $150Target cut to $150 from $155 (+19.5% to spot)—
CBSHWells Fargo—$63 → $61Target cut to $61 from $63 (+10.2% to spot)—
OZKWells Fargo—$56 → $51Target cut to $51 from $56 (+10.4% to spot)—
ASBWells Fargo—$36 → $35Target cut to $35 from $36 (+22% to spot)—
BOKFBOK Financial—$135Target set to $135 (+5% to spot)—
BKUWells Fargo—$47Target set to $47 (+10.5% to spot)—
ACHVStifel—$18Target set to $18 (+134.1% to spot)—
CCLMorgan Stanley—$31 → $32.5Target raised to $32.5 from $31 (+29.4% to spot)—
AIRJefferies—$155 → $160Target raised to $160 from $155 (+48.5% to spot)—
PXSAlliance Global—$10 → $11.5Target raised to $11.5 from $10 (+81.1% to spot)—
IOVATD Cowen Following Raised Outlook—$16Target set to $16 (+13.8% to spot)—
MRKScotiabank—$155 → $180Target raised to $180 from $155 (+22.3% to spot)—
IOVAH.C. Wainwright—$9 → $20Target raised to $20 from $9 (+42.2% to spot)—
NXRTTruist—$26 → $18Target cut to $18 from $26 (-5.7% to spot)—
CTASArgus—$230 → $240Target raised to $240 from $230 (+21.9% to spot)HALO
MTNDeutsche Bank—$138 → $132Target cut to $132 from $138 (-3.3% to spot)—
FULDeutsche Bank—$72 → $62Target cut to $62 from $72 (+23.8% to spot)—
FISDeutsche Bank—$45 → $40Target cut to $40 from $45 (+18.7% to spot)—
AXSMDeutsche Bank—$280 → $267Target cut to $267 from $280 (+41.5% to spot)—
HOODDeutsche Bank—$138 → $134Target cut to $134 from $138 (+15% to spot)—
BOOTCraig-Hallum—$235 → $224Target cut to $224 from $235 (+84.9% to spot)—
PEGArgus—$90 → $86Target cut to $86 from $90 (+28.6% to spot)—
VEONNorthland—$70 → $85Target raised to $85 from $70 (+18.8% to spot)—
TXGLeerink—$40 → $90Target raised to $90 from $40 (+1.8% to spot)—
TWSTLeerink—$160 → $190Target raised to $190 from $160 (+4.3% to spot)—
ILMNLeerink—$220 → $300Target raised to $300 from $220 (+9.6% to spot)HALO
BRKRLeerink—$60 → $80Target raised to $80 from $60 (+26.8% to spot)—
DCIMorgan Stanley—$91 → $95Target raised to $95 from $91 (+8.2% to spot)—
PRMUBS—$42 → $38Target cut to $38 from $42 (+37% to spot)—
NESRUBS—$47 → $46Target cut to $46 from $47 (+69.1% to spot)—
EFXGoldman Sachs—$199 → $171Target cut to $171 from $199 (+17.3% to spot)—
FICOGoldman Sachs—$1548 → $1322Target cut to $1322 from $1548 (+57.2% to spot)—
MTNTruist—$195 → $191Target cut to $191 from $195 (+38.3% to spot)—
NKERBC Capital—$45 → $40Target cut to $40 from $45 (+9.9% to spot)—
JMKEJPMorgan—$26 → $24Target cut to $24 from $26 (+44% to spot)—
BOOTBaird—$212 → $160Target cut to $160 from $212 (+26.8% to spot)—
MIRMBaird—$123 → $130Target raised to $130 from $123 (+47.8% to spot)—
CTRIBaird—$33 → $26Target cut to $26 from $33 (+30.5% to spot)—
DTEBMO Capital—$143 → $132Target cut to $132 from $143 (+9.2% to spot)—
JEFBMO Capital—$57 → $50Target cut to $50 from $57 (+6.1% to spot)—
DLXBarrington—$31Target set to $31 (+29.8% to spot)—
APYXMaxim—$6Target set to $6 (+140% to spot)—
ARRYJefferies—$7Target set to $7 (+82.8% to spot)HALO
JEFOppenheimer—$76 → $71Target cut to $71 from $76 (+50.6% to spot)—
CAGEvercore ISI—$12.5 → $13Target raised to $13 from $12.5 (-8.2% to spot)—
DLTREvercore ISI—$140 → $135Target cut to $135 from $140 (+16.4% to spot)—
DOCSEvercore ISI—$40 → $35Target cut to $35 from $40 (+33.6% to spot)—
FIVEEvercore ISI—$260 → $250Target cut to $250 from $260 (+9.6% to spot)—
FNDEvercore ISI—$60 → $55Target cut to $55 from $60 (+18.6% to spot)—
BEJefferies—$229 → $264Target raised to $264 from $229 (+0.4% to spot)Rubin
EMPDLake Street—$6Target set to $6 (+101.3% to spot)—
XELScotiabank—$77Target set to $77 (+11% to spot)—
UGIScotiabank—$46Target set to $46 (+26.9% to spot)—
SWXScotiabank—$95Target set to $95 (+16% to spot)—
SREScotiabank—$83Target set to $83 (+7.9% to spot)—
SRScotiabank—$79Target set to $79 (+2.8% to spot)—
PUMPScotiabank—$12Target set to $12 (+29% to spot)—
PPLScotiabank—$36Target set to $36 (+12.1% to spot)—
PNWScotiabank—$104Target set to $104 (+13.9% to spot)—
OGSScotiabank—$86Target set to $86 (+20% to spot)—
LBRTScotiabank—$19Target set to $19 (+0.3% to spot)—
AESIScotiabank—$14Target set to $14 (+13.8% to spot)—
AEEScotiabank—$104Target set to $104 (+4.6% to spot)—
RZLTCraig-Hallum—$7Target set to $7 (+67.5% to spot)—
CHWYMizuho—$32 → $28Target cut to $28 from $32 (+50.5% to spot)—
GEMIKeefe Bruyette—$27 → $5.5Target cut to $5.5 from $27 (+5.8% to spot)—
MTNMizuho—$156Target set to $156 (+13% to spot)—
BSPBofA—$39 → $36Target cut to $36 from $39 (+7.3% to spot)—
KRMelius Research—$80Target set to $80 (+34% to spot)—
KODUBS—$80 → $120Target raised to $120 from $80 (+33.5% to spot)—
NBIXUBS—$231 → $214Target cut to $214 from $231 (+52.4% to spot)—
JEFGoldman Sachs—$67 → $57Target cut to $57 from $67 (+20.9% to spot)—
TRUGoldman Sachs—$89 → $77Target cut to $77 from $89 (+16.3% to spot)—
CAMPChardan—$6.5 → $6Target cut to $6 from $6.5 (+55.8% to spot)—
MTNWells Fargo—$130Target set to $130 (-5.8% to spot)—
ROLWells Fargo—$27Target set to $27 (-11.7% to spot)—
MTNStifel—$157Target set to $157 (+13.7% to spot)—
MNRRaymond James—$16Target set to $16 (+55% to spot)—
BKRGoldman Sachs—$71Target set to $71 (+24.3% to spot)—
MTNJefferies—$162Target set to $162 (+17.3% to spot)—
FIPMarket Outperform by Citizens—$10Target set to $10 (+246% to spot)—
MAINWells Fargo—$60Target set to $60 (+9% to spot)—
TCPCWells Fargo—$4Target set to $4 (+0.5% to spot)—
SMMTJefferies—$30Target set to $30 (+93.8% to spot)—
HOODBTIG—$135Target set to $135 (+15.9% to spot)—
FWONKWells Fargo—$278Target set to $278 (+193.1% to spot)—
MURWells Fargo—$43Target set to $43 (+17.3% to spot)—
BSPBofA Securities—$36Target set to $36 (+7.3% to spot)—
FDXBofA Securities—$140Target set to $140 (-51.7% to spot)—
WUCantor Fitzgerald—$6Target set to $6 (-2% to spot)—
JNJBofA Securities—$278Target set to $278 (+2.2% to spot)—
CMCSABarclays—$26 → $24Target cut to $24 from $26 (+10.1% to spot)—
EXPDBarclays—$160 → $165Target raised to $165 from $160 (-12.5% to spot)—
FTSBarclays—$60 → $56Target cut to $56 from $60 (+5.4% to spot)—
MTNBarclays—$119 → $117Target cut to $117 from $119 (-15.3% to spot)—
VSCOWells Fargo—$100Target set to $100 (+9.3% to spot)—
SFIXMizuho—$2.5Target set to $2.5 (+1.2% to spot)—
BFLYEvercore ISI—$15Target set to $15 (+63.9% to spot)—
FCELOppenheimer—$24Target set to $24 (+48.7% to spot)—
NFLXDeutsche Bank—$95Target set to $95 (+37.2% to spot)AW40
ORLYBernstein—$94Target set to $94 (+8.7% to spot)—
RPIDRoth Capital—$3Target set to $3 (+174% to spot)—
PAGSUBS—$11Target set to $11 (+23.6% to spot)—
NAUTRoth Capital—$3.5Target set to $3.5 (+215.3% to spot)—
BKRJefferies—$80 → $77Target cut to $77 from $80 (+34.8% to spot)—

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