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Analyst Wire — 2026-10-05

Every US sell-side action recorded on 2026-10-05 — 31 in total: 3 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 (3)

NameFirmRatingTargetCallOurs
METACitigroupOverweight → Buy—Upgraded to Buy from OverweightAW40
RZLTCantor FitzgeraldNeutral → Overweight—Upgraded to Overweight from Neutral—
RXOCowen & Co.Sell → Hold—Upgraded to Hold from Sell—

Downgrades (3)

NameFirmRatingTargetCallOurs
PTCOppenheimerCautious → Perform—Downgraded to Perform from CautiousAW40
RXOJefferiesBuy → Hold—Downgraded to Hold from Buy—
PTCKeyBancOverweight → Sector Weight—Downgraded to Sector Weight from OverweightAW40

Initiations (2)

NameFirmRatingTargetCallOurs
MPLTGuggenheimNeutral—Initiated to Neutral—
RVTYWilliam BlairOutperform—Initiated to Outperform—

Price-target moves (23)

NameFirmRatingTargetCallOurs
PTCDeutsche Bank—$205Target set to $205 (+6.6% to spot)AW40
MODBaird—$300Target set to $300 (+64% to spot)Rubin
SPXCBaird—$220Target set to $220 (+24.4% to spot)—
LBRXGuggenheim—$80Target set to $80 (+131.1% to spot)—
OVIDGuggenheim—$7Target set to $7 (+199.1% to spot)—
RAPPGuggenheim—$65Target set to $65 (+101.9% to spot)—
AADXJefferies—$25 → $20Target cut to $20 from $25 (+72.5% to spot)—
PCVXNeedham—$110 → $122Target raised to $122 from $110 (+68.7% to spot)—
PTCBarclays—$205Target set to $205 (+6.5% to spot)AW40
PTCStifel—$205Target set to $205 (+6.4% to spot)AW40
FEAMH.C. Wainwright—$3.5 → $6.75Target raised to $6.75 from $3.5 (+76.5% to spot)—
NVDABNP Paribas—$285 → $345Target raised to $345 from $285 (+45.5% to spot)Rubin · AW40
TFIICIBC—$175 → $158Target cut to $158 from $175 (+37.6% to spot)HALO
SSRMCIBC—$48 → $50Target raised to $50 from $48 (+48.1% to spot)—
NBHCDA Davidson—$43Target set to $43 (+13% to spot)—
ZSScotiabank—$200 → $240Target raised to $240 from $200 (+18.2% to spot)AEI
MSFTScotiabank—$510 → $615Target raised to $615 from $510 (+16.8% to spot)AW40
CVLTScotiabank—$130 → $160Target raised to $160 from $130 (+4.6% to spot)—
SBACRaymond James—$264 → $271Target raised to $271 from $264 (+68.6% to spot)—
ESLTJefferies—$880 → $790Target cut to $790 from $880 (+9.3% to spot)—
PTCRBC Capital—$205Target set to $205 (+6.3% to spot)AW40
PBFUBS—$99Target set to $99 (+19.6% to spot)—
SPGIMizuho—$531Target set to $531 (+36.6% to spot)—

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