—

Analyst Wire — 2026-10-06

Every US sell-side action recorded on 2026-10-06 — 252 in total: 13 upgrades, 12 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 (13)

NameFirmRatingTargetCallOurs
HUBSUBSOutperform → Positive—Upgraded to Positive from OutperformAW40
AMTMExane BNP ParibasUnderperform → Neutral—Upgraded to Neutral from Underperform—
PBRaymond JamesMarket Perform → Outperform—Upgraded to Outperform from Market Perform—
OSBCRaymond JamesOutperform → Strong Buy—Upgraded to Strong Buy from Outperform—
BBDBradescoNeutral → Overweight—Upgraded to Overweight from Neutral—
CBIOH.C. WainwrightNeutral → Buy$36Upgraded to Buy from Neutral · Target set to $36 (+158.2% to spot)—
FTREBarclaysUnderweight → Overweight—Upgraded to Overweight from Underweight—
JBLUCitigroupSell → Neutral—Upgraded to Neutral from Sell—
BYDDeutsche BankHold → Buy$99Upgraded to Buy from Hold · Target set to $99 (+44.1% to spot)—
PENNDeutsche BankHold → Buy$25Upgraded to Buy from Hold · Target set to $25 (+65.6% to spot)—
CLFWells FargoPositive → Overweight—Upgraded to Overweight from Positive—
RIORBC CapitalUnderperform → Sector Perform—Upgraded to Sector Perform from Underperform—
TBBKRaymond JamesStrong Buy → Outperform—Upgraded to Outperform from Strong Buy—

Downgrades (12)

NameFirmRatingTargetCallOurs
OPCHCitigroupMarket Outperform → Market Perform—Downgraded to Market Perform from Market Outperform—
SWKSCraig-HallumBuy → Hold—Downgraded to Hold from Buy—
SWKSPiper SandlerOverweight → Neutral—Downgraded to Neutral from Overweight—
FULTRaymond JamesOutperform → Market Perform—Downgraded to Market Perform from Outperform—
WSBCRaymond JamesStrong Buy → Market Perform—Downgraded to Market Perform from Strong Buy—
CACIExane BNP ParibasNeutral → Underperform—Downgraded to Underperform from Neutral—
PSNLUBSBuy → Neutral—Downgraded to Neutral from Buy—
GSHDPiper SandlerOverweight → Neutral—Downgraded to Neutral from Overweight—
PSNLBTIGBuy → Neutral—Downgraded to Neutral from Buy—
RXOBMO CapitalOutperform → Market Perform—Downgraded to Market Perform from Outperform—
PTCBMO CapitalOutperform → Market Perform—Downgraded to Market Perform from OutperformAW40
RXOJefferiesHold → Buy—Downgraded to Buy from Hold—

Initiations (14)

NameFirmRatingTargetCallOurs
ZBHBarclaysUnderweight → Positive—Initiated to Positive from Underweight—
HUMABarclaysOverweight → Positive—Initiated to Positive from Overweight—
EWBarclaysOverweight → Overweight—Initiated to Overweight from Overweight—
VERUWestPark CapitalBuy—Initiated to Buy—
SWKSBarclaysUnderweight → Underweight—Initiated to Underweight from Underweight—
SWKSWilliam BlairBuy → Outperform—Initiated to Outperform from Buy—
SWKSLake StreetBuy—Initiated to Buy—
VRTGLJ ResearchBuy → Sell—Initiated to Sell from BuyRubin
COCHLake StreetBuy → Buy—Initiated to Buy from Buy—
VYLROppenheimerOutperform$82Initiated to Outperform · Target set to $82 (+11.8% to spot)—
DIODBank of America SecuritiesBuy—Initiated to Buy—
NTLABarclaysOverweight → Underweight$8Initiated to Underweight from Overweight · Target set to $8 (-37.3% to spot)—
LSCCWilliam BlairOutperform—Initiated to OutperformRubin
AVPTBMO CapitalOutperform—Initiated to Outperform—

Price-target moves (213)

NameFirmRatingTargetCallOurs
CFGRaymond James—$77Target set to $77 (+20.1% to spot)—
AOMRBTIG—$10 → $9Target cut to $9 from $10 (+22% to spot)—
NLYBTIG—$24 → $21Target cut to $21 from $24 (+14% to spot)—
DXBTIG—$14.5 → $12Target cut to $12 from $14.5 (+10.6% to spot)—
MFABTIG—$10.5 → $9.5Target cut to $9.5 from $10.5 (+30.5% to spot)—
RWTBTIG—$6 → $5Target cut to $5 from $6 (+45.3% to spot)—
VELBTIG—$22 → $20Target cut to $20 from $22 (+34.5% to spot)—
IVZBuy from Neutral at UBS—$41Target set to $41 (+35% to spot)—
NTAPGoldman Sachs—$210 → $240Target raised to $240 from $210 (+5.1% to spot)AEI
HEJefferies—$8.75 → $7Target cut to $7 from $8.75 (-21.6% to spot)—
MRVLJefferies—$325 → $450Target raised to $450 from $325 (+56.8% to spot)Rubin
COPJefferies—$159 → $174Target raised to $174 from $159 (+34.5% to spot)—
NEXAMorgan Stanley—$14.2Target set to $14.2 (+14.1% to spot)—
OPCHJefferies—$32.05Target set to $32.05 (+3.4% to spot)—
TMDXBarclays—$120Target set to $120 (+49.5% to spot)—
COOBarclays—$60Target set to $60 (+6.3% to spot)—
TNDMBarclays—$18Target set to $18 (+11.4% to spot)—
SYKBarclays—$375Target set to $375 (+34.6% to spot)HALO
SENSBarclays—$10Target set to $10 (+0.4% to spot)—
PRCTBarclays—$30Target set to $30 (+71.3% to spot)—
MMEDBarclays—$22Target set to $22 (+12% to spot)—
MDTBarclays—$95Target set to $95 (+9.1% to spot)—
LIVNBarclays—$105Target set to $105 (+40.1% to spot)—
ISRGBarclays—$485Target set to $485 (+19.8% to spot)HALO
PODDBarclays—$150Target set to $150 (+11.3% to spot)—
INSPBarclays—$65Target set to $65 (-4.7% to spot)—
GEHCBarclays—$85Target set to $85 (+31.2% to spot)HALO
DXCMBarclays—$115Target set to $115 (+37.9% to spot)HALO
BSXBarclays—$48Target set to $48 (+13.8% to spot)—
BBNXBarclays—$30Target set to $30 (+61% to spot)—
BAXBarclays—$20Target set to $20 (-17.9% to spot)—
BLCOBarclays—$24Target set to $24 (+39.7% to spot)—
AXGNBarclays—$55Target set to $55 (+51.5% to spot)—
AVRBarclays—$10Target set to $10 (+41.8% to spot)—
ALCBarclays—$70Target set to $70 (+10.8% to spot)—
ABTBarclays—$120Target set to $120 (+22.2% to spot)—
MTBRaymond James—$250Target set to $250 (+14.3% to spot)—
MRVLEvercore ISI—$275 → $433Target raised to $433 from $275 (+50.9% to spot)Rubin
AVBPTruist—$45 → $18Target cut to $18 from $45 (+19.3% to spot)—
AVBPJefferies—$45 → $18Target cut to $18 from $45 (+19.3% to spot)—
VOYGJefferies—$65 → $55Target cut to $55 from $65 (+78.2% to spot)—
CRCLUS Tiger Securities—$115Target set to $115 (+36.7% to spot)—
SYKTruist—$340 → $310Target cut to $310 from $340 (+10.6% to spot)HALO
PFEScotiabank—$30 → $33Target raised to $33 from $30 (+20.9% to spot)—
NVSMorgan Stanley—$170 → $156Target cut to $156 from $170 (+10.8% to spot)—
AMZNTigress Financial—$315 → $385Target raised to $385 from $315 (+50.8% to spot)AW40
ABBVScotiabank—$280 → $320Target raised to $320 from $280 (+20.7% to spot)—
ENPHBarclays—$50 → $44Target cut to $44 from $50 (+31.3% to spot)HALO
OHIRaymond James—$55 → $53Target cut to $53 from $55 (+16.8% to spot)—
CHRDUBS—$193Target set to $193 (+39.4% to spot)—
PEPRBC Capital—$161 → $150Target cut to $150 from $161 (+18.7% to spot)—
SAMRBC Capital—$210 → $190Target cut to $190 from $210 (+12% to spot)—
PGRBC Capital—$167 → $166Target cut to $166 from $167 (+12.6% to spot)—
GSBMO Capital—$972 → $970Target cut to $970 from $972 (+7.3% to spot)—
BNYBMO Capital—$184 → $160Target cut to $160 from $184 (+10.6% to spot)—
NTRSBMO Capital—$208 → $190Target cut to $190 from $208 (+11.7% to spot)—
STTBMO Capital—$212 → $200Target cut to $200 from $212 (+13.6% to spot)—
SWKMelius Research—$100Target set to $100 (+10.4% to spot)—
LOWMelius Research—$244Target set to $244 (+34.5% to spot)—
HDMelius Research—$397Target set to $397 (+39.1% to spot)—
SFBMO Capital—$85 → $75Target cut to $75 from $85 (+5.4% to spot)—
AMPBMO Capital—$560 → $520Target cut to $520 from $560 (+4.7% to spot)—
IBKRBMO Capital—$110 → $105Target cut to $105 from $110 (+16% to spot)—
LPLABMO Capital—$390 → $370Target cut to $370 from $390 (+10.3% to spot)—
LDOSJefferies—$145 → $130Target cut to $130 from $145 (+10.3% to spot)—
LAZBMO Capital—$45 → $38Target cut to $38 from $45 (+4% to spot)—
MCBMO Capital—$72 → $60Target cut to $60 from $72 (+7.3% to spot)—
PJTBMO Capital—$194 → $160Target cut to $160 from $194 (+14.3% to spot)—
AAPEvercore ISI—$50 → $45Target cut to $45 from $50 (+9% to spot)—
LOWEvercore ISI—$220 → $190Target cut to $190 from $220 (+4.9% to spot)—
CHRWEvercore ISI—$237 → $217Target cut to $217 from $237 (+60.8% to spot)—
ALBBMO Capital—$200 → $175Target cut to $175 from $200 (+63.7% to spot)HALO
LACBMO Capital—$4 → $3.5Target cut to $3.5 from $4 (+36.7% to spot)—
AJGMorgan Stanley—$285 → $260Target cut to $260 from $285 (+13.6% to spot)—
SQMBMO Capital—$100 → $90Target cut to $90 from $100 (+35.4% to spot)—
AONMorgan Stanley—$410 → $350Target cut to $350 from $410 (+28.7% to spot)—
EDJefferies—$105Target set to $105 (+0.7% to spot)—
AIGMorgan Stanley—$81 → $80Target cut to $80 from $81 (+5.3% to spot)—
ZETADA Davidson—$36 → $38Target raised to $38 from $36 (+13.6% to spot)—
LMNDMorgan Stanley—$56 → $48Target cut to $48 from $56 (+3.3% to spot)—
WRBMorgan Stanley—$75 → $70Target cut to $70 from $75 (-0.2% to spot)—
RZLTLake Street—$9 → $12Target raised to $12 from $9 (+182.7% to spot)—
HNRGNorthland—$28 → $27Target cut to $27 from $28 (+88.1% to spot)—
INTTNorthland—$16 → $17Target raised to $17 from $16 (+13.8% to spot)—
ALHCBarclays—$16 → $10Target cut to $10 from $16 (+20.8% to spot)—
YUMGuggenheim—$180 → $155Target cut to $155 from $180 (+11.2% to spot)—
LUXEBernstein—$12.9Target set to $12.9 (+28.6% to spot)—
THGMorgan Stanley—$240 → $230Target cut to $230 from $240 (+3.6% to spot)—
WTWMorgan Stanley—$350 → $310Target cut to $310 from $350 (+6.5% to spot)—
HGMorgan Stanley—$37 → $35Target cut to $35 from $37 (+2% to spot)—
LARBMO Capital—$9 → $8Target cut to $8 from $9 (+43.5% to spot)—
CMSBMO Capital—$73Target set to $73 (+13.1% to spot)—
FLOJefferies—$7 → $6Target cut to $6 from $7 (+7.1% to spot)—
SUIUBS—$133 → $117Target cut to $117 from $133 (+4.6% to spot)—
GPORUBS—$223 → $218Target cut to $218 from $223 (+38.1% to spot)—
ARUBS—$58 → $54Target cut to $54 from $58 (+55.7% to spot)—
VOYAUBS—$125 → $127Target raised to $127 from $125 (+29.5% to spot)—
MRSHUBS—$216 → $222Target raised to $222 from $216 (+30.3% to spot)—
METUBS—$105 → $110Target raised to $110 from $105 (+13.5% to spot)—
LNCUBS—$44 → $46Target raised to $46 from $44 (+12.4% to spot)—
CRBGUBS—$32 → $36Target raised to $36 from $32 (+3.3% to spot)—
AFLUBS—$124 → $125Target raised to $125 from $124 (+11.2% to spot)—
NTSKBTIG—$18 → $22Target raised to $22 from $18 (+19.4% to spot)—
NETBTIG—$382 → $413Target raised to $413 from $382 (+14.8% to spot)AEI
EXEMizuho—$145 → $138Target cut to $138 from $145 (+59.7% to spot)—
NEEMizuho—$95 → $80Target cut to $80 from $95 (+4.9% to spot)—
FRSTRaymond James—$19 → $18Target cut to $18 from $19 (+16.1% to spot)—
CVNAStephens—$91.5 → $83Target cut to $83 from $91.5 (+30.3% to spot)—
BKURaymond James—$52 → $49Target cut to $49 from $52 (+13.3% to spot)—
ALLYRaymond James—$55 → $52Target cut to $52 from $55 (+38.2% to spot)—
FERGMelius Research—$252Target set to $252 (+13% to spot)—
QXOMelius Research—$17Target set to $17 (+43.1% to spot)—
STTTruist—$191 → $190Target cut to $190 from $191 (+7.7% to spot)—
TREXMelius Research—$62Target set to $62 (+40.2% to spot)—
SHWMelius Research—$367Target set to $367 (+15.2% to spot)—
PHMMelius Research—$132Target set to $132 (+15.8% to spot)—
MASMelius Research—$75Target set to $75 (+9.6% to spot)—
IBPMelius Research—$217Target set to $217 (+13.5% to spot)—
FBINMelius Research—$44Target set to $44 (+13.8% to spot)—
TOLMelius Research—$179Target set to $179 (+32.2% to spot)—
MHKMelius Research—$188Target set to $188 (+50.5% to spot)—
JHXMelius Research—$36Target set to $36 (+42.9% to spot)—
BWXTTruist—$202 → $182Target cut to $182 from $202 (+34.5% to spot)HALO
AMTMBNP Paribas—$20Target set to $20 (+9.6% to spot)—
SFBN Securities—$24Target set to $24 (-5.6% to spot)AEI
NEONeedham—$22Target set to $22 (+15% to spot)—
ELMTCanaccord—$21 → $26Target raised to $26 from $21 (+22.1% to spot)—
SMCIMizuho—$35 → $43Target raised to $43 from $35 (-0.4% to spot)—
SNDKMizuho—$1875 → $2050Target raised to $2050 from $1875 (+20.3% to spot)Rubin
INTCMizuho—$92 → $114Target raised to $114 from $92 (-1.9% to spot)Rubin
DELLMizuho—$600 → $650Target raised to $650 from $600 (+17.7% to spot)Rubin
AMDMizuho—$580 → $705Target raised to $705 from $580 (+11.6% to spot)Rubin
PTCMizuho—$205Target set to $205 (+6.6% to spot)AW40
PLSECanaccord—$58Target set to $58 (+14.9% to spot)—
HELECanaccord—$26Target set to $26 (+1.4% to spot)—
NFLXGoldman Sachs—$90Target set to $90 (+33.3% to spot)AW40
JNJRBC Capital—$290Target set to $290 (+14.7% to spot)—
CHRWBofA Securities—$203Target set to $203 (+44.4% to spot)—
MELISusquehanna—$2400Target set to $2400 (+29% to spot)HALO · AW40
ALECMorgan Stanley—$2 → $3Target raised to $3 from $2 (+50.8% to spot)—
MCDKeyBanc—$305 → $280Target cut to $280 from $305 (+20.2% to spot)—
KLACMorgan Stanley—$253 → $227Target cut to $227 from $253 (+9.7% to spot)Rubin
AALWells Fargo—$17 → $14Target cut to $14 from $17 (+9.1% to spot)—
DALWells Fargo—$105 → $100Target cut to $100 from $105 (+20.4% to spot)—
UALWells Fargo—$165 → $160Target cut to $160 from $165 (+45.5% to spot)—
GOOGLWells Fargo—$411 → $417Target raised to $417 from $411 (+20.4% to spot)AW40
RXOWells Fargo—$23 → $30Target raised to $30 from $23 (+4.7% to spot)—
LSTRWells Fargo—$240 → $225Target cut to $225 from $240 (+31.4% to spot)—
KNXWells Fargo—$86 → $81Target cut to $81 from $86 (+24.2% to spot)—
SNDRWells Fargo—$38 → $35Target cut to $35 from $38 (+8.3% to spot)—
WERNWells Fargo—$46 → $37Target cut to $37 from $46 (+8.3% to spot)—
NOWStifel—$120 → $160Target raised to $160 from $120 (+17.6% to spot)AW40
OCFCPiper Sandler—$21 → $18Target cut to $18 from $21 (+7% to spot)—
WSBCPiper Sandler—$46 → $45Target cut to $45 from $46 (+19.2% to spot)—
DPZGordon Haskett—$370 → $340Target cut to $340 from $370 (+14.4% to spot)—
ACNMizuho—$226 → $241Target raised to $241 from $226 (+23.6% to spot)—
GLOBMizuho—$59 → $51Target cut to $51 from $59 (+42.7% to spot)—
CAKEOppenheimer—$101 → $122Target raised to $122 from $101 (+11.9% to spot)—
FBNCRaymond James—$71Target set to $71 (+14.9% to spot)—
SFBSRaymond James—$45Target set to $45 (+13.9% to spot)—
FRMERaymond James—$46Target set to $46 (+15.7% to spot)—
ONBRaymond James—$29Target set to $29 (+16.7% to spot)—
SWKSB. Riley—$107Target set to $107 (+27.5% to spot)—
RUMLake Street—$25Target set to $25 (+223.4% to spot)—
ALLYGoldman Sachs—$56 → $45Target cut to $45 from $56 (+19.6% to spot)—
HUBGWells Fargo—$35 → $28Target cut to $28 from $35 (-2.6% to spot)—
RKTWells Fargo—$15 → $13Target cut to $13 from $15 (+11.3% to spot)—
CBUPiper Sandler—$71 → $65Target cut to $65 from $71 (+8.1% to spot)—
XERSBarclays—$12 → $14Target raised to $14 from $12 (+38.2% to spot)—
VLOBarclays—$323 → $441Target raised to $441 from $323 (+5.2% to spot)—
NWEBarclays—$73 → $70Target cut to $70 from $73 (+1.8% to spot)—
FCXBarclays—$82 → $83Target raised to $83 from $82 (+14.3% to spot)HALO
DTMBarclays—$143 → $142Target cut to $142 from $143 (+16.3% to spot)—
PHMBarclays—$124 → $110Target cut to $110 from $124 (-3.5% to spot)—
OCBarclays—$177 → $162Target cut to $162 from $177 (+37.9% to spot)—
LPXBarclays—$92 → $88Target cut to $88 from $92 (+34.8% to spot)—
FBINBarclays—$54 → $47Target cut to $47 from $54 (+21.6% to spot)—
DHIBarclays—$141 → $130Target cut to $130 from $141 (-2.4% to spot)—
HUNWells Fargo—$9Target set to $9 (+1.8% to spot)—
METAWells Fargo—$1000Target set to $1000 (+34.8% to spot)AW40
GOOGWells Fargo—$417Target set to $417 (+21.3% to spot)—
AVAVRothschild & Co Redburn—$165Target set to $165 (+18.4% to spot)HALO
KTOSRothschild & Co Redburn—$70Target set to $70 (+66.6% to spot)HALO
NOCRothschild & Co Redburn—$680Target set to $680 (+42.8% to spot)—
LMTRothschild & Co Redburn—$650Target set to $650 (+28.3% to spot)—
RYANPiper Sandler—$48 → $40Target cut to $40 from $48 (+5.3% to spot)—
SPHRBTIG—$160Target set to $160 (+44.4% to spot)—
VVVBarclays—$41 → $39Target cut to $39 from $41 (+28.5% to spot)—
SAHBarclays—$87 → $75Target cut to $75 from $87 (+19.8% to spot)—
SNABarclays—$450 → $435Target cut to $435 from $450 (+18.4% to spot)—
PAGBarclays—$225 → $210Target cut to $210 from $225 (+4.7% to spot)—
LADBarclays—$415 → $375Target cut to $375 from $415 (+23.8% to spot)—
GPIBarclays—$365 → $320Target cut to $320 from $365 (+32.5% to spot)—
CVNABarclays—$93 → $80Target cut to $80 from $93 (+25.6% to spot)—
CARGBarclays—$41 → $38Target cut to $38 from $41 (+29.5% to spot)—
ANBarclays—$260 → $230Target cut to $230 from $260 (+42.3% to spot)—
PGEvercore ISI—$166Target set to $166 (+13.7% to spot)—
FOURB.Riley—$94Target set to $94 (+150.3% to spot)—
MYRGJefferies—$370Target set to $370 (+22.3% to spot)—
NKEBerenberg—$27.5Target set to $27.5 (-19% to spot)—
CBNARaymond James—$53Target set to $53 (+12.7% to spot)—
STDNNeedham—$18Target set to $18 (+38.4% to spot)—
FGoldman Sachs—$16 → $14Target cut to $14 from $16 (+15.3% to spot)—
GMGoldman Sachs—$103 → $112Target raised to $112 from $103 (+39.6% to spot)—
APTVGoldman Sachs—$71 → $61Target cut to $61 from $71 (+39% to spot)—
LEAGoldman Sachs—$140 → $124Target cut to $124 from $140 (+2.2% to spot)—
VGNTGoldman Sachs—$59 → $58Target cut to $58 from $59 (+22.7% to spot)—
VCGoldman Sachs—$126 → $104Target cut to $104 from $126 (+16.5% to spot)—
MBLYGoldman Sachs—$9 → $8Target cut to $8 from $9 (+5.5% to spot)—
TELGoldman Sachs—$284 → $288Target raised to $288 from $284 (+31.5% to spot)—
APHGoldman Sachs—$102 → $116Target raised to $116 from $102 (+32.9% to spot)Rubin
GNTXGoldman Sachs—$20Target set to $20 (-8.7% to spot)—
ZGNHSBC—$16Target set to $16 (+27.6% to spot)—

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