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Analyst Wire — 2026-10-02

Every US sell-side action recorded on 2026-10-02 — 166 in total: 10 upgrades, 13 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 (10)

NameFirmRatingTargetCallOurs
NFLXHSBCHold → Buy—Upgraded to Buy from HoldAW40
ABNBGoldman SachsSell → Neutral—Upgraded to Neutral from Sell—
BETRCantor FitzgeraldNeutral → Overweight—Upgraded to Overweight from Neutral—
COLDScotiabankSector Perform → Outperform—Upgraded to Outperform from Sector Perform—
TFINB. RileyNeutral → Buy—Upgraded to Buy from Neutral—
IBCPPiper SandlerNeutral → Overweight—Upgraded to Overweight from Neutral—
ALRSPiper SandlerNeutral → Overweight—Upgraded to Overweight from Neutral—
HBNCPiper SandlerNeutral → Overweight—Upgraded to Overweight from Neutral—
IBTXPiper SandlerOverweight → Outperform—Upgraded to Outperform from Overweight—
ARXSRBC CapitalSector Perform → Outperform—Upgraded to Outperform from Sector Perform—

Downgrades (13)

NameFirmRatingTargetCallOurs
HZOCitigroupBuy → Neutral—Downgraded to Neutral from Buy—
NFLXCitigroupMarket Perform → Sell—Downgraded to Sell from Market PerformAW40
NFLXJefferiesBuy → Sell—Downgraded to Sell from BuyAW40
PRTHB. RileyBuy → Neutral—Downgraded to Neutral from Buy—
EIXJefferiesHold → Underperform—Downgraded to Underperform from Hold—
BUSEPiper SandlerOverweight → Neutral—Downgraded to Neutral from Overweight—
EQBKPiper SandlerOverweight → Neutral—Downgraded to Neutral from Overweight—
ASTSB. RileyBuy → Neutral—Downgraded to Neutral from BuyHALO
CNUBSBuy → Neutral—Downgraded to Neutral from Buy—
CNCowen & Co.Buy → Sell—Downgraded to Sell from Buy—
SWUBSSell → Neutral—Downgraded to Neutral from Sell—
BWINUBSBuy → Neutral—Downgraded to Neutral from Buy—
NOCRBC CapitalOutperform → Sector Perform—Downgraded to Sector Perform from Outperform—

Initiations (19)

NameFirmRatingTargetCallOurs
NFLXCLSAOutperform → Outperform—Initiated to Outperform from OutperformAW40
RIVNGoldman SachsBuy → Overweight—Initiated to Overweight from Buy—
HYPDWells FargoMixed—Initiated to Mixed—
HYPDUBSBuy—Initiated to Buy—
ABNBRBC CapitalOutperform → Outperform—Initiated to Outperform from Outperform—
ABNBKeyBancOverweight → Sector Weight—Initiated to Sector Weight from Overweight—
ABNBCantor FitzgeraldOverweight → Overweight—Initiated to Overweight from Overweight—
ABNBFBN SecuritiesOutperform—Initiated to Outperform—
ABNBWells FargoOverweight → Overweight—Initiated to Overweight from Overweight—
HPUBSBuy$49Initiated to Buy · Target set to $49 (+28.3% to spot)—
DDOGFBN SecuritiesOutperform—Initiated to OutperformAEI
NKEGoldman SachsNeutral → Overweight—Initiated to Overweight from Neutral—
IQMXCowen & Co.Buy—Initiated to Buy—
SAILKeyBancSector Weight—Initiated to Sector WeightAEI
VYLRRBC CapitalOutperform—Initiated to Outperform—
ONTORBC CapitalOutperform—Initiated to OutperformRubin
ALGMRBC CapitalOutperform—Initiated to OutperformRubin
MGHLMorgan StanleyUnderweight → Overweight—Initiated to Overweight from Underweight—
ELVNMorgan StanleyOverweight—Initiated to Overweight—

Price-target moves (124)

NameFirmRatingTargetCallOurs
NTAPLoop Capital—$215 → $260Target raised to $260 from $215 (+14.9% to spot)AEI
HUNJefferies—$16 → $11Target cut to $11 from $16 (+28.4% to spot)—
WTCraig-Hallum—$24 → $29Target raised to $29 from $24 (+17.6% to spot)—
SSTICraig-Hallum—$6 → $8.5Target raised to $8.5 from $6 (+1.7% to spot)—
MYGNCraig-Hallum—$4 → $8Target raised to $8 from $4 (+86% to spot)—
EOGTruist—$153 → $160Target raised to $160 from $153 (+13.6% to spot)—
ACNTruist—$150 → $220Target raised to $220 from $150 (+8.6% to spot)—
WWDJefferies—$450 → $420Target cut to $420 from $450 (+27.3% to spot)—
CWENSeaport Research—$41 → $40Target cut to $40 from $41 (+34.7% to spot)—
NEESeaport Research—$55 → $56Target raised to $56 from $55 (-27.6% to spot)—
NKEUBS—$42 → $34Target cut to $34 from $42 (+2.7% to spot)—
GRALUBS—$105 → $175Target raised to $175 from $105 (+27.1% to spot)—
TScotiabank—$29.25 → $27.5Target cut to $27.5 from $29.25 (+13% to spot)—
TMUSScotiabank—$232 → $217Target cut to $217 from $232 (+32.8% to spot)—
CVIUBS—$35 → $53Target raised to $53 from $35 (-1.8% to spot)—
EXEUBS—$129 → $122Target cut to $122 from $129 (+41.9% to spot)—
GIIIUBS—$26 → $27Target raised to $27 from $26 (-0.9% to spot)—
PEPUBS—$159 → $145Target cut to $145 from $159 (+15.6% to spot)—
MKCUBS—$52 → $48Target cut to $48 from $52 (+7.8% to spot)—
CMCSAScotiabank—$29 → $27.5Target cut to $27.5 from $29 (+26.7% to spot)—
XPOSusquehanna—$225 → $194Target cut to $194 from $225 (+5.2% to spot)—
TFIISusquehanna—$185 → $164Target cut to $164 from $185 (+34.9% to spot)HALO
RSusquehanna—$310 → $280Target cut to $280 from $310 (+19.7% to spot)—
ODFLSusquehanna—$232 → $202Target cut to $202 from $232 (+11.6% to spot)HALO
KNXSusquehanna—$96 → $85Target cut to $85 from $96 (+28.4% to spot)—
JBHTSusquehanna—$345 → $305Target cut to $305 from $345 (+32.3% to spot)—
GXOSusquehanna—$62 → $60Target cut to $60 from $62 (+29.3% to spot)—
FWRDSusquehanna—$29 → $25Target cut to $25 from $29 (+56.7% to spot)—
WHKRaymond James—$37 → $35Target cut to $35 from $37 (+41.1% to spot)—
MKCDeutsche Bank—$59 → $57Target cut to $57 from $59 (+27.9% to spot)—
OBKRaymond James—$56 → $58Target raised to $58 from $56 (+8.7% to spot)—
NSCSusquehanna—$386 → $350Target cut to $350 from $386 (+11.4% to spot)—
CNISusquehanna—$142 → $130Target cut to $130 from $142 (+9.6% to spot)—
ACNArgus—$220 → $260Target raised to $260 from $220 (+27.4% to spot)—
NKEEvercore ISI—$34 → $28Target cut to $28 from $34 (-15.7% to spot)—
LINEEvercore ISI—$45 → $43Target cut to $43 from $45 (+24% to spot)—
HPESusquehanna—$40 → $70Target raised to $70 from $40 (+2.1% to spot)Rubin
EGPEvercore ISI—$200 → $199Target cut to $199 from $200 (+1.6% to spot)—
MODOppenheimer—$300 → $260Target cut to $260 from $300 (+45.2% to spot)Rubin
LTCRBC Capital—$45 → $52Target raised to $52 from $45 (+20.7% to spot)—
NKEMorgan Stanley—$31 → $27Target cut to $27 from $31 (-18.7% to spot)—
SPXCOppenheimer—$280 → $270Target cut to $270 from $280 (+56.7% to spot)—
CIBernstein SocGen—$387Target set to $387 (+43.9% to spot)—
FHTXH.C. Wainwright—$5Target set to $5 (+71.2% to spot)—
PNFPPiper Sandler—$123 → $125Target raised to $125 from $123 (+32.1% to spot)—
SFBSPiper Sandler—$47 → $46Target cut to $46 from $47 (+15.7% to spot)—
NKEPiper Sandler—$38 → $28Target cut to $28 from $38 (-20.3% to spot)—
MFINPiper Sandler—$10.5 → $12Target raised to $12 from $10.5 (+0.7% to spot)—
WWNorthland—$25Target set to $25 (+82.2% to spot)—
STTKNeedham—$19Target set to $19 (+177.8% to spot)—
SYNARosenblatt—$123Target set to $123 (+15.9% to spot)—
ACNBMO Capital—$200 → $235Target raised to $235 from $200 (+10.7% to spot)—
CEGBMO Capital—$379 → $350Target cut to $350 from $379 (+35.2% to spot)—
CTVABMO Capital after Vylor spinoff—$15Target set to $15 (+19.3% to spot)—
XYZBaird—$106Target set to $106 (+43.2% to spot)—
BROSBaird—$82 → $60Target cut to $60 from $82 (+55.4% to spot)HALO
NKEBaird—$44 → $36Target cut to $36 from $44 (+2.4% to spot)—
AYIBaird—$360 → $348Target cut to $348 from $360 (+16.3% to spot)—
SMABaird—$37 → $36Target cut to $36 from $37 (+11.7% to spot)—
EFXGoldman Sachs—$171 → $148Target cut to $148 from $171 (+5.9% to spot)—
FICOGoldman Sachs—$1322 → $1129Target cut to $1129 from $1322 (+70.6% to spot)—
HLNEGoldman Sachs—$130 → $117Target cut to $117 from $130 (+32.1% to spot)—
FICOBaird—$1549 → $1070Target cut to $1070 from $1549 (+61.7% to spot)—
SQBaird—$106Target set to $106 (+27% to spot)—
NKEBernstein SocGen—$45Target set to $45 (+28% to spot)—
MKCBernstein SocGen Group—$59Target set to $59 (+33.7% to spot)—
STTKWedbush—$11 → $14Target raised to $14 from $11 (+104.7% to spot)—
CSVRoth Capital—$46 → $42Target cut to $42 from $46 (+32.1% to spot)—
DALTD Cowen—$105 → $101Target cut to $101 from $105 (+20.1% to spot)—
SKYWTD Cowen—$123 → $116Target cut to $116 from $123 (+18.7% to spot)—
BKUPiper Sandler—$50 → $47Target cut to $47 from $50 (+10% to spot)—
NDAQPiper Sandler—$104 → $108Target raised to $108 from $104 (+17.8% to spot)—
MRXPiper Sandler—$75 → $80Target raised to $80 from $75 (+12.7% to spot)—
NESRPiper Sandler—$40 → $39Target cut to $39 from $40 (+56.4% to spot)—
FHTXGuggenheim—$12 → $5Target cut to $5 from $12 (+71.2% to spot)—
FHTXWedbush—$2Target set to $2 (-31.5% to spot)—
CIPiper Sandler—$346 → $370Target raised to $370 from $346 (+38.1% to spot)—
SGMTGuggenheim—$25 → $26Target raised to $26 from $25 (+177.5% to spot)—
MBXGuggenheim—$150Target set to $150 (+165.3% to spot)—
NKEGuggenheim—$50Target set to $50 (+42.2% to spot)—
MKCStifel—$55 → $48Target cut to $48 from $55 (+8.7% to spot)—
NKEBNP Paribas—$23 → $19Target cut to $19 from $23 (-45.9% to spot)—
OVVScotiabank—$75Target set to $75 (+25% to spot)—
MKCBarclays—$55 → $47Target cut to $47 from $55 (+6.5% to spot)—
VSTSiebert Williams—$202Target set to $202 (+44.5% to spot)—
CTVAMorgan Stanley after Vylor spinoff—$18Target set to $18 (+43.2% to spot)—
ACNMorgan Stanley—$175 → $195Target raised to $195 from $175 (-8.1% to spot)—
AALGoldman Sachs—$13 → $11Target cut to $11 from $13 (-16.2% to spot)—
LQDAH.C. Wainwright—$130 → $58Target cut to $58 from $130 (+107.2% to spot)—
WTGoldman Sachs—$18.3 → $21.3Target raised to $21.3 from $18.3 (-11.4% to spot)—
TRUGoldman Sachs—$77 → $68Target cut to $68 from $77 (+9.4% to spot)—
APAMGoldman Sachs—$35 → $31Target cut to $31 from $35 (-14.4% to spot)—
NKEWells Fargo—$40 → $30Target cut to $30 from $40 (-14.7% to spot)—
XPOBofA Securities—$230Target set to $230 (+28% to spot)—
NKEBofA Securities—$24Target set to $24 (-31.7% to spot)—
NKEStifel—$36Target set to $36 (+2.4% to spot)—
PANWTD Cowen—$440Target set to $440 (+11% to spot)AEI
COWNTD Cowen—$33Target set to $33 (-15.4% to spot)—
NKEBTIG—$50Target set to $50 (+42.2% to spot)—
NKETruist Securities—$29Target set to $29 (-17.5% to spot)—
NKETelsey—$35Target set to $35 (-0.4% to spot)—
NKEBMO Capital—$25Target set to $25 (-28.9% to spot)—
CBOEGoldman Sachs—$300Target set to $300 (+8.2% to spot)—
QURERBC Capital—$48Target set to $48 (+105.4% to spot)—
ACNWells Fargo—$210Target set to $210 (-1.1% to spot)—
SYNAWells Fargo—$123Target set to $123 (+15.9% to spot)—
EXPDUBS—$210 → $220Target raised to $220 from $210 (+17.2% to spot)—
EFXBarclays—$200 → $155Target cut to $155 from $200 (+10.9% to spot)—
FICOBarclays—$935 → $875Target cut to $875 from $935 (+32.2% to spot)—
TRUBarclays—$85 → $70Target cut to $70 from $85 (+12.6% to spot)—
CPFHovde Group—$38Target set to $38 (+5.4% to spot)—
DSGNWells Fargo—$26Target set to $26 (+112.4% to spot)—
PTENUBS—$13Target set to $13 (+15% to spot)—
VYLRMorgan Stanley—$85Target set to $85 (+24.5% to spot)—
ACNJefferies—$220Target set to $220 (+3.6% to spot)—
NKEJefferies—$60Target set to $60 (+70.7% to spot)—
ARJefferies—$60 → $56Target cut to $56 from $60 (+64.6% to spot)—
SUJARoth Capital—$20Target set to $20 (+121% to spot)—
VYLRBMO Capital—$85Target set to $85 (+24.5% to spot)—
LBRXNeedham—$68Target set to $68 (+82.4% to spot)—
AVLNRaymond James—$60Target set to $60 (+118.8% to spot)—
VEONCantor Fitzgerald—$112Target set to $112 (+51.5% to spot)—
FPSBernstein—$48Target set to $48 (+28.6% to spot)—
LQDAWells Fargo—$30Target set to $30 (+7.2% to spot)—

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