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Analyst Wire — 2026-10-01

Every US sell-side action recorded on 2026-10-01 — 201 in total: 3 upgrades, 10 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
DLTRLoop Capital MarketsHold → Buy—Upgraded to Buy from Hold—
OXYGoldman SachsNeutral → Buy—Upgraded to Buy from Neutral—
SMGoldman SachsSell → Buy—Upgraded to Buy from Sell—

Downgrades (10)

NameFirmRatingTargetCallOurs
FHTXBTIGBuy → Neutral—Downgraded to Neutral from Buy—
FHTXCitigroupMarket Perform → Perform—Downgraded to Perform from Market Perform—
BPRaymond JamesMarket Perform → Outperform—Downgraded to Outperform from Market Perform—
BPUBSBuy → Neutral—Downgraded to Neutral from Buy—
HLMNRaymond JamesOutperform → Hold—Downgraded to Hold from Outperform—
CVEORaymond JamesStrong Buy → Buy—Downgraded to Buy from Strong Buy—
LQDARaymond JamesStrong Buy → Outperform—Downgraded to Outperform from Strong Buy—
DHIGoldman SachsBuy → Overweight—Downgraded to Overweight from Buy—
LQDABTIGBuy → Neutral—Downgraded to Neutral from Buy—
SGMLBMO CapitalOutperform → Market Perform—Downgraded to Market Perform from Outperform—

Initiations (20)

NameFirmRatingTargetCallOurs
ISOURBC CapitalOutperform—Initiated to Outperform—
LPLAWells FargoOverweight → Overweight—Initiated to Overweight from Overweight—
BPCowen & Co.Buy → Buy—Initiated to Buy from Buy—
BPOppenheimerOutperform—Initiated to Outperform—
BPCitigroupBuy → Buy—Initiated to Buy from Buy—
BPNeedhamHold—Initiated to Hold—
AUJefferiesBuy → Hold—Initiated to Hold from Buy—
FRPTNeedhamHold—Initiated to HoldHALO
RKLBCitigroupMarket Outperform → Buy—Initiated to Buy from Market OutperformHALO
TOLMorgan StanleyOverweight → Overweight—Initiated to Overweight from Overweight—
CVEORoth CapitalBuy$39Initiated to Buy · Target set to $39 (+18.9% to spot)—
LENMorgan StanleyUnderweight$65Initiated to Underweight · Target set to $65 (-20.3% to spot)—
DHIMorgan StanleyPositive$151Initiated to Positive · Target set to $151 (+10.5% to spot)—
NVRMorgan StanleyUnderweight$5058Initiated to Underweight · Target set to $5058 (-17.8% to spot)—
TEVACowen & Co.Buy—Initiated to Buy—
MGHLMorgan StanleyOverweight → Underweight—Initiated to Underweight from Overweight—
KBHMorgan StanleyUnderweight—Initiated to Underweight—
BMOBMO CapitalMarket Perform → Outperform—Initiated to Outperform from Market Perform—
AURBC CapitalOutperform → Sector Perform—Initiated to Sector Perform from Outperform—
NABank of America SecuritiesNeutral → Underperform—Initiated to Underperform from Neutral—

Price-target moves (168)

NameFirmRatingTargetCallOurs
SMAHold from Buy at Truist—$33Target set to $33 (+2.4% to spot)—
CBOEWells Fargo—$301Target set to $301 (+8.6% to spot)—
BLSHWells Fargo—$38Target set to $38 (+9.2% to spot)—
EXRTruist—$147Target set to $147 (+10.4% to spot)—
HOODWells Fargo—$125Target set to $125 (+12.5% to spot)—
IVTTruist—$32Target set to $32 (+5.4% to spot)—
KRGTruist—$27Target set to $27 (+10.5% to spot)—
AKRTruist—$22Target set to $22 (+17.8% to spot)—
LPLAOverweight on shift to monetization—$362Target set to $362 (+16% to spot)—
CURBTruist—$33Target set to $33 (+18.1% to spot)—
REGTruist—$84Target set to $84 (+17% to spot)—
BAMOverweight on favorable business mix—$41Target set to $41 (-8% to spot)—
KIMTruist—$24Target set to $24 (+8.1% to spot)—
OWLWells Fargo—$10Target set to $10 (+11.7% to spot)—
FRTTruist—$116Target set to $116 (+7.4% to spot)—
TPGWells Fargo—$47Target set to $47 (+5.1% to spot)—
OTruist—$60Target set to $60 (+12.1% to spot)—
NNNTruist—$45Target set to $45 (+11.9% to spot)—
ADCTruist—$75Target set to $75 (+15.3% to spot)—
CGWells Fargo—$43Target set to $43 (+6.5% to spot)—
BNLTruist—$21Target set to $21 (+15.1% to spot)—
SCHWWells Fargo—$105Target set to $105 (+6.7% to spot)—
EPRTTruist—$31Target set to $31 (+21.1% to spot)—
NTSTTruist—$21Target set to $21 (+20.8% to spot)—
RJFWells Fargo—$172Target set to $172 (+7.7% to spot)—
APOWells Fargo—$127Target set to $127 (+11.1% to spot)—
EXEJefferies—$143 → $136Target cut to $136 from $143 (+58.2% to spot)—
IBKRGoldman Sachs—$113 → $111Target cut to $111 from $113 (+29.4% to spot)—
CALMGoldman Sachs—$70 → $60Target cut to $60 from $70 (-8.9% to spot)—
ACNGoldman Sachs—$230 → $260Target raised to $260 from $230 (+22.5% to spot)—
HPEDaiwa—$75Target set to $75 (+16.1% to spot)Rubin
ABNBKeyBanc—$191Target set to $191 (+19% to spot)—
BLKWells Fargo—$1245Target set to $1245 (+17% to spot)—
NDAQWells Fargo—$100Target set to $100 (+9.1% to spot)—
WLTHWells Fargo—$11.5Target set to $11.5 (+10.9% to spot)—
COINWells Fargo—$200Target set to $200 (+5.7% to spot)—
KKRWells Fargo—$97Target set to $97 (+6.3% to spot)—
UECRBC Capital—$10Target set to $10 (+6.8% to spot)HALO
ARESWells Fargo—$136Target set to $136 (+16.7% to spot)—
BAMWells Fargo—$51Target set to $51 (+14.5% to spot)—
IBKRWells Fargo—$102Target set to $102 (+18.9% to spot)—
SEICWells Fargo—$129Target set to $129 (+24.2% to spot)—
PSWells Fargo—$41Target set to $41 (-22.9% to spot)—
HLNEWells Fargo—$103Target set to $103 (+16.3% to spot)—
STEPWells Fargo—$55Target set to $55 (+23% to spot)—
CMEWells Fargo—$301Target set to $301 (+13.5% to spot)HALO
TWWells Fargo—$118Target set to $118 (+14.2% to spot)—
ICEWells Fargo—$159Target set to $159 (+5% to spot)—
ACNBaird—$190 → $245Target raised to $245 from $190 (+14.1% to spot)—
ACNSusquehanna—$153 → $210Target raised to $210 from $153 (-2.2% to spot)—
FHTXStifel—$12 → $5Target cut to $5 from $12 (+86.9% to spot)—
REGNJefferies—$870 → $930Target raised to $930 from $870 (+25.5% to spot)HALO
ACNEvercore ISI—$180 → $250Target raised to $250 from $180 (+15.7% to spot)—
ELFRaymond James—$100 → $117Target raised to $117 from $100 (+13.9% to spot)HALO
SNPSDeutsche Bank—$590 → $640Target raised to $640 from $590 (+33.5% to spot)Rubin
HRMYDeutsche Bank—$39 → $42Target raised to $42 from $39 (+4.6% to spot)—
FDSDeutsche Bank—$299 → $301Target raised to $301 from $299 (+8.6% to spot)—
HASIJefferies—$44Target set to $44 (+23.1% to spot)—
CCLArgus—$35 → $30Target cut to $30 from $35 (+21.5% to spot)—
AAPLMorgan Stanley—$360 → $355Target cut to $355 from $360 (+7.5% to spot)AW40
HPEMorgan Stanley—$67 → $72Target raised to $72 from $67 (+16.3% to spot)Rubin
DTUBS—$65 → $74Target raised to $74 from $65 (+25.1% to spot)AEI
HPEUBS—$59 → $66Target raised to $66 from $59 (+6.6% to spot)Rubin
WMGUBS—$42 → $43Target raised to $43 from $42 (+55.5% to spot)—
BEPUBS—$40 → $34Target cut to $34 from $40 (+20.5% to spot)—
LRCXB. Riley—$350 → $390Target raised to $390 from $350 (+15.8% to spot)Rubin
NFLXGuggenheim—$75 → $80Target raised to $80 from $75 (+17.3% to spot)AW40
ADPTGuggenheim—$25 → $32Target raised to $32 from $25 (+11.7% to spot)—
BLLNGuggenheim—$125 → $128Target raised to $128 from $125 (+19.6% to spot)—
CYRXGuggenheim—$16 → $19Target raised to $19 from $16 (+9.7% to spot)—
DHRGuggenheim—$200 → $250Target raised to $250 from $200 (+13.5% to spot)—
GHGuggenheim—$190 → $200Target raised to $200 from $190 (+12.8% to spot)—
ILMNGuggenheim—$226 → $305Target raised to $305 from $226 (+12.6% to spot)HALO
MUDA Davidson—$2000 → $2100Target raised to $2100 from $2000 (+103.4% to spot)Rubin
NTRAGuggenheim—$360 → $475Target raised to $475 from $360 (+13.6% to spot)HALO
TEMGuggenheim—$65 → $92Target raised to $92 from $65 (+13.3% to spot)AW40
TWSTGuggenheim—$107 → $212Target raised to $212 from $107 (+7.5% to spot)—
WATGuggenheim—$440 → $490Target raised to $490 from $440 (+12.3% to spot)—
WGSGuggenheim—$74 → $83Target raised to $83 from $74 (+12.3% to spot)—
PEBODA Davidson—$44 → $42Target cut to $42 from $44 (+15.8% to spot)—
HPETruist—$70 → $75Target raised to $75 from $70 (+21.3% to spot)Rubin
USBTruist—$69 → $67Target cut to $67 from $69 (+19.1% to spot)—
WFCTruist—$94 → $95Target raised to $95 from $94 (+20.7% to spot)—
PNCTruist—$264 → $252Target cut to $252 from $264 (+16.5% to spot)—
GMEDRBC Capital—$115 → $85Target cut to $85 from $115 (+13.5% to spot)HALO
OCEvercore ISI—$194 → $185Target cut to $185 from $194 (+58.5% to spot)—
INSPRBC Capital—$60 → $75Target raised to $75 from $60 (+8.1% to spot)—
NTRSEvercore ISI—$179 → $183Target raised to $183 from $179 (+8.1% to spot)—
DXCMRBC Capital—$90 → $105Target raised to $105 from $90 (+21.7% to spot)HALO
HPEEvercore ISI—$65 → $67Target raised to $67 from $65 (+4.9% to spot)Rubin
GSEvercore ISI—$1210 → $1000Target cut to $1000 from $1210 (+11.1% to spot)—
CAGEvercore ISI—$13 → $14Target raised to $14 from $13 (+4% to spot)—
CEvercore ISI—$135 → $140Target raised to $140 from $135 (+8.1% to spot)—
BNYEvercore ISI—$158 → $150Target cut to $150 from $158 (+3.7% to spot)—
BACEvercore ISI—$67 → $62Target cut to $62 from $67 (+13.9% to spot)—
PNFPEvercore ISI—$118 → $108Target cut to $108 from $118 (+15.4% to spot)—
PNCEvercore ISI—$285 → $265Target cut to $265 from $285 (+19.2% to spot)—
OMFEvercore ISI—$66 → $60Target cut to $60 from $66 (+8.3% to spot)—
MTBEvercore ISI—$260 → $230Target cut to $230 from $260 (+5.7% to spot)—
KEYEvercore ISI—$26 → $24Target cut to $24 from $26 (+19.6% to spot)—
SBMTRoth Capital—$11 → $15Target raised to $15 from $11 (+71% to spot)—
FHNEvercore ISI—$26 → $25Target cut to $25 from $26 (+8.6% to spot)—
COFEvercore ISI—$230 → $220Target cut to $220 from $230 (+13.9% to spot)—
CFREvercore ISI—$181 → $166Target cut to $166 from $181 (+8.7% to spot)—
CFGEvercore ISI—$85 → $78Target cut to $78 from $85 (+22.3% to spot)—
BFHEvercore ISI—$120 → $118Target cut to $118 from $120 (+20.7% to spot)—
AXPEvercore ISI—$370 → $320Target cut to $320 from $370 (+5.2% to spot)—
CBNKHovde Group—$42Target set to $42 (+6.8% to spot)—
REGNArgus—$850Target set to $850 (+12.1% to spot)HALO
ESIMizuho—$45 → $42Target cut to $42 from $45 (+15.8% to spot)—
QMizuho—$180 → $160Target cut to $160 from $180 (+27.3% to spot)Rubin
ALBMizuho—$140 → $130Target cut to $130 from $140 (+22.9% to spot)HALO
WLKMizuho—$88 → $72Target cut to $72 from $88 (+15.6% to spot)—
EMNMizuho—$85 → $80Target cut to $80 from $85 (+23.4% to spot)—
DOWMizuho—$35 → $32Target cut to $32 from $35 (+16.2% to spot)—
EXPDBaird—$190 → $200Target raised to $200 from $190 (+8.3% to spot)—
CVEONorthland—$42Target set to $42 (+28.1% to spot)—
ZIONPiper Sandler—$71 → $68Target cut to $68 from $71 (+8.5% to spot)—
WAFDPiper Sandler—$36 → $32Target cut to $32 from $36 (+6.9% to spot)—
TCBKPiper Sandler—$63 → $56.5Target cut to $56.5 from $63 (+10.4% to spot)—
PFBCPiper Sandler—$115 → $120Target raised to $120 from $115 (+14.6% to spot)—
NBHCPiper Sandler—$51 → $49Target cut to $49 from $51 (+25% to spot)—
BOHPiper Sandler—$85 → $78Target cut to $78 from $85 (+13.2% to spot)—
BMRCPiper Sandler—$30 → $29Target cut to $29 from $30 (+7.1% to spot)—
CCLWells Fargo—$34Target set to $34 (+38.5% to spot)—
BWXTBofA Securities—$210Target set to $210 (+53.3% to spot)HALO
UTHRBTIG—$728Target set to $728 (+34.3% to spot)—
CNXCBofA Securities—$29Target set to $29 (+16.2% to spot)—
BEBarclays—$276 → $308Target raised to $308 from $276 (+11.2% to spot)Rubin
VLYJPMorgan—$17 → $15.5Target cut to $15.5 from $17 (+22.8% to spot)—
MCGoldman Sachs—$71 → $62Target cut to $62 from $71 (+7.8% to spot)—
LAZGoldman Sachs—$42 → $36Target cut to $36 from $42 (-0.6% to spot)—
PJTGoldman Sachs—$203 → $182Target cut to $182 from $203 (+27.5% to spot)—
PIPRGoldman Sachs—$93 → $80Target cut to $80 from $93 (+21.3% to spot)—
INFYGoldman Sachs—$11.7 → $10.4Target cut to $10.4 from $11.7 (-3.3% to spot)—
ALLGoldman Sachs—$280 → $250Target cut to $250 from $280 (+12.7% to spot)—
EVRGoldman Sachs—$377 → $331Target cut to $331 from $377 (+28.5% to spot)—
PSXGoldman Sachs—$245 → $274Target raised to $274 from $245 (+7.3% to spot)—
FDSWells Fargo—$210 → $250Target raised to $250 from $210 (-7.4% to spot)—
MSFTWells Fargo—$725Target set to $725 (+41.4% to spot)AW40
OLNWells Fargo—$20 → $16Target cut to $16 from $20 (+3.2% to spot)—
SNPSWells Fargo—$475 → $540Target raised to $540 from $475 (+24.2% to spot)Rubin
SNPSKeyBanc—$600 → $605Target raised to $605 from $600 (+39.1% to spot)Rubin
SPOTKeyBanc—$680 → $660Target cut to $660 from $680 (+35.4% to spot)AW40
CALMStephens—$80 → $70Target cut to $70 from $80 (+2.9% to spot)—
BANRPiper Sandler—$74 → $71Target cut to $71 from $74 (+6% to spot)—
GLUEH.C. Wainwright—$25Target set to $25 (+109.6% to spot)—
SMMTBarclays—$18 → $20Target raised to $20 from $18 (+18.3% to spot)—
PNWBarclays—$108 → $94Target cut to $94 from $108 (+1% to spot)—
PEPBarclays—$142 → $133Target cut to $133 from $142 (+5% to spot)—
HIIGoldman Sachs—$439Target set to $439 (+64.4% to spot)—
JBLBarclays—$426 → $378Target cut to $378 from $426 (+31.9% to spot)—
HPEBarclays—$79 → $83Target raised to $83 from $79 (+29.9% to spot)Rubin
AQNBarclays—$7 → $6Target cut to $6 from $7 (+19.3% to spot)—
PHMMorgan Stanley—$128Target set to $128 (+10.3% to spot)—
AXGNTruist Securities—$53Target set to $53 (+26.4% to spot)—
FDSBMO Capital—$300Target set to $300 (+11.1% to spot)—
EDWells Fargo—$118Target set to $118 (+15.4% to spot)—
DLTRLoop Capital—$140Target set to $140 (+22.8% to spot)—
MUCiti—$1300Target set to $1300 (+22.1% to spot)Rubin
VVVCiti—$34Target set to $34 (+12.8% to spot)—
ATOJefferies—$167Target set to $167 (+6.8% to spot)—
AMRZBarclays—$55Target set to $55 (+47.1% to spot)—
ORAUBS—$100Target set to $100 (+9.3% to spot)—
BJRIMizuho—$76Target set to $76 (+32.7% to spot)—
COCOOppenheimer—$70Target set to $70 (+22.3% to spot)—
NESRBMO Capital—$39Target set to $39 (+53.1% to spot)—
MUMizuho—$1400Target set to $1400 (+31.4% to spot)Rubin

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