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Analyst Wire — 2026-10-08

Every US sell-side action recorded on 2026-10-08 — 226 in total: 13 upgrades, 18 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
GPNDeutsche BankHold → Buy—Upgraded to Buy from Hold—
GPNGoldman SachsNeutral → Buy—Upgraded to Buy from Neutral—
GPNRaymond JamesMarket Perform → Outperform—Upgraded to Outperform from Market Perform—
DTExane BNP ParibasNeutral → Outperform—Upgraded to Outperform from NeutralAEI
URaymond JamesMarket Perform → Outperform—Upgraded to Outperform from Market Perform—
PLTRRaymond JamesMarket Perform → Outperform—Upgraded to Outperform from Market PerformAW40
TREXDeutsche BankHold → Buy$57Upgraded to Buy from Hold · Target set to $57 (+30.1% to spot)—
PLTRGoldman SachsNeutral → Buy$230Upgraded to Buy from Neutral · Target set to $230 (+18.5% to spot)AW40
PRGLoop Capital MarketsHold → Buy—Upgraded to Buy from Hold—
RCLJefferiesHold → Buy—Upgraded to Buy from Hold—
RCitigroupNeutral → Buy—Upgraded to Buy from Neutral—
GNRCKeyBancSector Weight → Overweight—Upgraded to Overweight from Sector Weight—
AUJefferiesHold → Reduce—Upgraded to Reduce from Hold—

Downgrades (18)

NameFirmRatingTargetCallOurs
PCRXOppenheimerOutperform → Perform—Downgraded to Perform from Outperform—
PCRXJefferiesBuy → Hold—Downgraded to Hold from Buy—
PCRXNeedhamBuy → Hold—Downgraded to Hold from Buy—
GPNUBSBuy → Neutral—Downgraded to Neutral from Buy—
GPNCitigroupBuy → Sell—Downgraded to Sell from Buy—
GPNOppenheimerOutperform → Perform—Downgraded to Perform from Outperform—
CRBUH.C. WainwrightBuy → Neutral—Downgraded to Neutral from Buy—
AUGoldman SachsMarket Perform → Sell—Downgraded to Sell from Market Perform—
BBDHSBCBuy → Hold$3.9Downgraded to Hold from Buy · Target set to $3.9 (-10.1% to spot)—
ITUBHSBCBuy → Hold$9.1Downgraded to Hold from Buy · Target set to $9.1 (-6.6% to spot)—
SITEDeutsche BankBuy → Hold$91Downgraded to Hold from Buy · Target set to $91 (+5.4% to spot)—
SWIMWilliam BlairOutperform → Market Perform—Downgraded to Market Perform from Outperform—
XRXCitigroupNeutral → Sell—Downgraded to Sell from Neutral—
FISVOppenheimerOutperform → Perform—Downgraded to Perform from Outperform—
TYLGoldman SachsBuy → Neutral$345Downgraded to Neutral from Buy · Target set to $345 (+3.8% to spot)—
NVMICitigroupBuy → Neutral—Downgraded to Neutral from BuyRubin
STZHSBCHold → Positive—Downgraded to Positive from Hold—
OLEDCitigroupNeutral → Sell—Downgraded to Sell from Neutral—

Initiations (16)

NameFirmRatingTargetCallOurs
VOXRNational BankOutperform—Initiated to Outperform—
SVMNational BankSector Perform—Initiated to Sector Perform—
CTGONational BankOutperform—Initiated to Outperform—
USASNational BankOutperform—Initiated to Outperform—
ASMNational BankOutperform—Initiated to Outperform—
PALIRaymond JamesOutperform—Initiated to Outperform—
COFCapital One FinancialBuy → Market Perform—Initiated to Market Perform from Buy—
NKTRRaymond JamesMarket Perform—Initiated to Market Perform—
GPNPiper SandlerNeutral → Overweight—Initiated to Overweight from Neutral—
VMETTD SecuritiesBuy—Initiated to Buy—
CNCowen & Co.Buy → Buy—Initiated to Buy from Buy—
LEUGuggenheimBuy$167Initiated to Buy · Target set to $167 (+13.5% to spot)—
GNRCPiper SandlerOverweight → Overweight—Initiated to Overweight from Overweight—
SPOTPiper SandlerNeutral → Neutral—Initiated to Neutral from NeutralAW40
LCNBPiper SandlerNeutral—Initiated to Neutral—
TWSTJefferiesHold—Initiated to Hold—

Price-target moves (179)

NameFirmRatingTargetCallOurs
COFBMO Capital—$219Target set to $219 (+9.8% to spot)—
LMTBarclays—$554Target set to $554 (+9.1% to spot)—
PLBarclays—$17Target set to $17 (-1.1% to spot)—
EVTLBarclays—$1Target set to $1 (+83.7% to spot)—
YSSBarclays—$11Target set to $11 (+52.1% to spot)—
UCTTFreedom Broker—$127Target set to $127 (+87.9% to spot)—
ICHRFreedom Broker—$82Target set to $82 (+39.4% to spot)—
PEPGoldman Sachs—$180 → $165Target cut to $165 from $180 (+28.6% to spot)—
BABarclays—$300Target set to $300 (+59.8% to spot)—
SPCXBarclays—$254Target set to $254 (+58.2% to spot)Rubin · AEI
RTXBarclays—$223Target set to $223 (+21% to spot)—
RKLBBarclays—$85Target set to $85 (+24.3% to spot)HALO
PLTRBarclays—$265Target set to $265 (+33.3% to spot)AW40
NOCBarclays—$419Target set to $419 (-13.5% to spot)—
KTOSBarclays—$90Target set to $90 (+114.6% to spot)HALO
KRMNBarclays—$79Target set to $79 (+149.3% to spot)—
KYMRRaymond James—$140Target set to $140 (+28.1% to spot)—
SYFBMO Capital—$81Target set to $81 (+9.9% to spot)—
ODTXRaymond James—$42Target set to $42 (+131.8% to spot)—
AXPBMO Capital—$380Target set to $380 (+23.3% to spot)—
VLOJefferies—$401 → $394Target cut to $394 from $401 (-11.3% to spot)—
EDITWells Fargo—$6Target set to $6 (+113.9% to spot)—
DAVESeaport Research—$410 → $422Target raised to $422 from $410 (+21% to spot)—
CHYMSeaport Research—$40 → $42Target raised to $42 from $40 (+48.9% to spot)—
SHOPSeaport Research—$175 → $180Target raised to $180 from $175 (+8.3% to spot)AW40
WYSeaport Research—$32 → $30Target cut to $30 from $32 (+62.1% to spot)—
RYNSeaport Research—$32 → $30Target cut to $30 from $32 (+67% to spot)—
WMCIBC—$250 → $225Target cut to $225 from $250 (+8% to spot)—
WCNCIBC—$199 → $184Target cut to $184 from $199 (+19.9% to spot)HALO
RSGCIBC—$249 → $240Target cut to $240 from $249 (+11.4% to spot)—
HAEBTIG—$110 → $130Target raised to $130 from $110 (+12.8% to spot)—
FLUTWedbush—$126 → $110Target cut to $110 from $126 (+39.6% to spot)—
UTHRRBC Capital—$677 → $708Target raised to $708 from $677 (+32.6% to spot)—
RYTMRBC Capital—$155 → $159Target raised to $159 from $155 (+81.3% to spot)—
MIRMRBC Capital—$135 → $155Target raised to $155 from $135 (+95.7% to spot)—
RVMDRBC Capital—$251 → $259Target raised to $259 from $251 (+41.1% to spot)—
LEGNRBC Capital—$58 → $56Target cut to $56 from $58 (+207.9% to spot)—
JAZZRBC Capital—$299 → $296Target cut to $296 from $299 (+35.1% to spot)—
EXELRBC Capital—$46 → $45Target cut to $45 from $46 (-22.5% to spot)—
CYTKRBC Capital—$112 → $113Target raised to $113 from $112 (+87.7% to spot)—
ONCRBC Capital—$450 → $459Target raised to $459 from $450 (+34.6% to spot)—
AXSMRBC Capital—$297 → $295Target cut to $295 from $297 (+75% to spot)—
GOOGTD Cowen—$485Target set to $485 (+39.1% to spot)—
SARCompass Point—$18Target set to $18 (+19.4% to spot)—
XPUBS—$25 → $37Target raised to $37 from $25 (+21.5% to spot)—
EXPTruist—$210 → $165Target cut to $165 from $210 (-1.1% to spot)—
IBPTruist—$200 → $160Target cut to $160 from $200 (-11.2% to spot)—
OCTruist—$140 → $115Target cut to $115 from $140 (+0.7% to spot)—
QXOTruist—$26 → $15Target cut to $15 from $26 (+35.9% to spot)—
THOTruist—$80 → $87Target raised to $87 from $80 (+32.4% to spot)—
CRWDBMO Capital—$235 → $295Target raised to $295 from $235 (+9.5% to spot)AEI
BKHBMO Capital—$83 → $86Target raised to $86 from $83 (+15.3% to spot)—
SAPBMO Capital—$177 → $235Target raised to $235 from $177 (+11.6% to spot)AW40
STZDeutsche Bank—$136 → $127Target cut to $127 from $136 (+6.2% to spot)—
CSTMDeutsche Bank—$39 → $36Target cut to $36 from $39 (+41.2% to spot)—
RPMDeutsche Bank—$126 → $115Target cut to $115 from $126 (+18.5% to spot)—
UJefferies—$50 → $54Target raised to $54 from $50 (+15.8% to spot)—
APPJefferies—$550 → $375Target cut to $375 from $550 (+36.4% to spot)AW40
BIIBRBC Capital—$260 → $256Target cut to $256 from $260 (+16.4% to spot)—
GILDRBC Capital—$123 → $126Target raised to $126 from $123 (-13.5% to spot)—
INCYRBC Capital—$109 → $114Target raised to $114 from $109 (+2% to spot)—
PTCTRBC Capital—$85 → $75Target cut to $75 from $85 (+20.1% to spot)—
REGNRBC Capital—$737 → $810Target raised to $810 from $737 (+10.9% to spot)HALO
SRPTRBC Capital—$19 → $17Target cut to $17 from $19 (-2.5% to spot)—
VRTXRBC Capital—$570 → $576Target raised to $576 from $570 (+14.6% to spot)HALO
ALNYRBC Capital—$350 → $345Target cut to $345 from $350 (+55% to spot)—
AMGNRBC Capital—$400 → $430Target raised to $430 from $400 (+5.5% to spot)HALO
GROYTD Securities—$4Target set to $4 (+37.5% to spot)—
SCCOUBS—$160 → $180Target raised to $180 from $160 (-10.3% to spot)—
HCCUBS—$98 → $102Target raised to $102 from $98 (+13.9% to spot)—
FCXUBS—$77 → $88Target raised to $88 from $77 (+22.5% to spot)HALO
AMRUBS—$160 → $180Target raised to $180 from $160 (+5.8% to spot)—
VMCUBS—$349 → $326Target cut to $326 from $349 (+33.5% to spot)—
HALOH.C. Wainwright—$115 → $130Target raised to $130 from $115 (+17.3% to spot)—
MLMUBS—$715 → $662Target cut to $662 from $715 (+38.3% to spot)—
KGCUBS—$30 → $28Target cut to $28 from $30 (+20.8% to spot)—
CSTMUBS—$34 → $32Target cut to $32 from $34 (+25.9% to spot)—
CENXUBS—$60 → $55Target cut to $55 from $60 (+52.7% to spot)—
ACMUBS—$106 → $103Target cut to $103 from $106 (+76.7% to spot)—
MCMorgan Stanley—$85 → $77Target cut to $77 from $85 (+37.1% to spot)—
LAZMorgan Stanley—$44 → $41Target cut to $41 from $44 (+14.5% to spot)—
HLIMorgan Stanley—$177 → $165Target cut to $165 from $177 (+31.8% to spot)—
EVRMorgan Stanley—$363 → $315Target cut to $315 from $363 (+17.9% to spot)—
VSHOppenheimer—$42 → $45Target raised to $45 from $42 (+22.1% to spot)—
AYIOppenheimer—$440 → $415Target cut to $415 from $440 (+38.1% to spot)—
MGMSusquehanna—$46 → $41Target cut to $41 from $46 (+36.7% to spot)—
OSISOppenheimer—$300 → $265Target cut to $265 from $300 (+36.6% to spot)—
GHMOppenheimer—$130 → $115Target cut to $115 from $130 (+36.4% to spot)—
RRXOppenheimer—$245 → $200Target cut to $200 from $245 (+21.8% to spot)—
FLUTSusquehanna—$115 → $100Target cut to $100 from $115 (+31.8% to spot)—
AUROppenheimer—$15 → $16Target raised to $16 from $15 (+179.7% to spot)—
MMEDMizuho—$26 → $28Target raised to $28 from $26 (+46.5% to spot)—
APLDNeedham—$70Target set to $70 (+194% to spot)—
ARMizuho—$57 → $51Target cut to $51 from $57 (+43.4% to spot)—
JBHTStifel—$292 → $289Target cut to $289 from $292 (+29.8% to spot)—
KNXStifel—$88 → $90Target raised to $90 from $88 (+41.5% to spot)—
PALStifel—$12 → $10Target cut to $10 from $12 (+192.4% to spot)—
WERNStifel—$40 → $42Target raised to $42 from $40 (+29.9% to spot)—
STZNeedham—$185 → $150Target cut to $150 from $185 (+26.7% to spot)—
WBaird—$116 → $117Target raised to $117 from $116 (+12% to spot)—
LLYCantor Fitzgerald—$1410 → $1440Target raised to $1440 from $1410 (+21.1% to spot)HALO
SAILBaird—$22 → $25Target raised to $25 from $22 (+27.7% to spot)AEI
HCSGBaird—$26 → $24Target cut to $24 from $26 (+15.4% to spot)—
BLDRTruist Securities—$70Target set to $70 (+30.7% to spot)—
ELMTNeedham—$25 → $28Target raised to $28 from $25 (+29.5% to spot)—
BMYCantor Fitzgerald—$59 → $53Target cut to $53 from $59 (-11.2% to spot)—
IOVABaird—$6 → $11Target raised to $11 from $6 (-14.8% to spot)—
ABBVCantor Fitzgerald—$290Target set to $290 (+6.9% to spot)—
DTBNP Paribas—$75Target set to $75 (+25.4% to spot)AEI
STZPiper Sandler—$161 → $125Target cut to $125 from $161 (+5.6% to spot)—
MCDBernstein—$295 → $250Target cut to $250 from $295 (+8.3% to spot)—
ATIKeyBanc—$228Target set to $228 (+20.5% to spot)—
KALUKeyBanc—$181Target set to $181 (+18.9% to spot)—
CRSKeyBanc—$465Target set to $465 (+18.9% to spot)—
PNeedham—$185Target set to $185 (+21% to spot)AEI
STZUBS—$144Target set to $144 (+21.6% to spot)—
CVXUBS—$235Target set to $235 (+14.5% to spot)—
BXBarclays—$128 → $124Target cut to $124 from $128 (+10.9% to spot)—
CGBarclays—$64 → $53Target cut to $53 from $64 (+40.2% to spot)—
TPGBarclays—$64 → $60Target cut to $60 from $64 (+34.8% to spot)—
CLHBarclays—$325 → $335Target raised to $335 from $325 (+6.2% to spot)HALO
JXNBarclays—$150 → $151Target raised to $151 from $150 (+15.9% to spot)—
RGABarclays—$286 → $292Target raised to $292 from $286 (+16.1% to spot)—
KKRBarclays—$135 → $130Target cut to $130 from $135 (+45% to spot)—
LWBarclays—$56 → $58Target raised to $58 from $56 (+20.6% to spot)—
TRGPBarclays—$284 → $294Target raised to $294 from $284 (+3.5% to spot)—
CAVAMelius Research—$95Target set to $95 (+82.4% to spot)HALO
AVBPH.C. Wainwright—$47 → $27Target cut to $27 from $47 (+59.9% to spot)—
FSLRGoldman Sachs—$310 → $272Target cut to $272 from $310 (+51% to spot)HALO
RUNGoldman Sachs—$13 → $11Target cut to $11 from $13 (+44.5% to spot)—
CVIMizuho—$29 → $52Target raised to $52 from $29 (-9.4% to spot)—
DINOMizuho—$85 → $119Target raised to $119 from $85 (+2.9% to spot)—
MPCMizuho—$304 → $457Target raised to $457 from $304 (+3.3% to spot)—
PBFMizuho—$65 → $89Target raised to $89 from $65 (+6.4% to spot)—
VLOMizuho—$300 → $434Target raised to $434 from $300 (+2.3% to spot)—
DKNGSusquehanna—$27Target set to $27 (+41% to spot)—
ALSNWells Fargo—$137 → $120Target cut to $120 from $137 (+8.3% to spot)—
CMIWells Fargo—$874 → $760Target cut to $760 from $874 (+46.9% to spot)—
HRIWells Fargo—$218 → $176Target cut to $176 from $218 (+41.5% to spot)—
PCARWells Fargo—$157 → $122Target cut to $122 from $157 (+14.2% to spot)HALO
LINDJefferies—$29 → $32Target raised to $32 from $29 (-8.6% to spot)—
TFCTD Cowen—$52Target set to $52 (+14.1% to spot)—
NFLXMorgan Stanley—$83 → $80Target cut to $80 from $83 (+14.8% to spot)AW40
ITMorgan Stanley—$177 → $182Target raised to $182 from $177 (-2% to spot)—
STZMorgan Stanley—$158 → $145Target cut to $145 from $158 (+22.5% to spot)—
ARCBStifel—$185 → $168Target cut to $168 from $185 (+32.4% to spot)—
FDXFStifel—$160 → $129Target cut to $129 from $160 (+13.7% to spot)—
FWRDStifel—$27 → $24Target cut to $24 from $27 (+56.1% to spot)—
ODFLStifel—$263 → $230Target cut to $230 from $263 (+31% to spot)HALO
SAIAStifel—$438 → $423Target cut to $423 from $438 (+26.4% to spot)—
TFIIStifel—$160 → $132Target cut to $132 from $160 (+17.5% to spot)HALO
XPOStifel—$257 → $230Target cut to $230 from $257 (+27.5% to spot)—
LGNStifel—$101 → $82Target cut to $82 from $101 (+53.7% to spot)—
LMBStifel—$86 → $75Target cut to $75 from $86 (+47.1% to spot)—
MTZStifel—$376 → $305Target cut to $305 from $376 (+36.5% to spot)—
MYRGStifel—$445 → $393Target cut to $393 from $445 (+25.5% to spot)—
STRLStifel—$804 → $742Target cut to $742 from $804 (+38.9% to spot)Rubin
MSLECraig-Hallum—$24Target set to $24 (+214.5% to spot)—
CHYMDeutsche—$35Target set to $35 (+25.3% to spot)—
GSTD Cowen—$1050Target set to $1050 (+18.3% to spot)—
PRGLoop Capital—$45Target set to $45 (+48.7% to spot)—
PSXMizuho—$300Target set to $300 (+10.4% to spot)—
PARRMizuho—$91Target set to $91 (+5.7% to spot)—
DKMizuho—$83Target set to $83 (+10% to spot)—
BAHTruist—$85Target set to $85 (+23.7% to spot)—
PRIMJefferies—$99Target set to $99 (+20.5% to spot)—
RCiti—$285Target set to $285 (+22.7% to spot)—
APLDWells Fargo—$55Target set to $55 (+131% to spot)—
BLKWells Fargo—$1230Target set to $1230 (+15% to spot)—
CTVAGoldman Sachs—$20Target set to $20 (+38.4% to spot)—
STZRBC Capital—$182Target set to $182 (+53.7% to spot)—
BABAJefferies—$192Target set to $192 (+79.4% to spot)—
SARB.Riley—$20Target set to $20 (+34.1% to spot)—
KGSJefferies—$65Target set to $65 (+19% to spot)—
HMizuho—$222Target set to $222 (+41.3% to spot)—
WDAYJefferies—$210Target set to $210 (+14% to spot)AW40
LEVIRaymond James—$22Target set to $22 (+12.8% to spot)—
VYLRGoldman Sachs—$87Target set to $87 (+19.2% to spot)—
RCKTGoldman Sachs—$4Target set to $4 (+57.8% to spot)—

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