Analyst Wire — 2026-10-09

Every US sell-side action recorded on 2026-10-09 — 217 in total: 9 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 (9)

Name	Firm	Rating	Target	Call	Ours
HUM	Morgan Stanley	Underweight → Overweight	—	Upgraded to Overweight from Underweight	—
ESTC	Monness	Neutral → Buy	—	Upgraded to Buy from Neutral	AEI
FSLY	Oppenheimer	Perform → Outperform	$35	Upgraded to Outperform from Perform · Target set to $35 (+38.4% to spot)	AEI
SBUX	William Blair	Outperform → Buy	—	Upgraded to Buy from Outperform	—
BULL	Scotiabank	Sector Perform → Outperform	—	Upgraded to Outperform from Sector Perform	—
MT	UBS	Neutral → Buy	—	Upgraded to Buy from Neutral	—
JKHY	Piper Sandler	Neutral → Overweight	—	Upgraded to Overweight from Neutral	—
NA	UBS	Sell → Buy	—	Upgraded to Buy from Sell	—
CBOE	Morgan Stanley	Underweight → Overweight	—	Upgraded to Overweight from Underweight	—

Downgrades (12)

Name	Firm	Rating	Target	Call	Ours
MSFT	Citigroup	Buy → Sell	—	Downgraded to Sell from Buy	AW40
MSFT	RBC Capital	Outperform → Underperform	—	Downgraded to Underperform from Outperform	AW40
JOBY	Barclays	Equal-Weight → Underweight	—	Downgraded to Underweight from Equal-Weight	—
OPCH	UBS	Buy → Neutral	$32.05	Downgraded to Neutral from Buy · Target set to $32.05 (+3.2% to spot)	—
PS	Citigroup	Neutral → Sell	—	Downgraded to Sell from Neutral	—
TT	Goldman Sachs	Buy → Hold	—	Downgraded to Hold from Buy	—
PCRX	H.C. Wainwright	Buy → Neutral	$36.5	Downgraded to Neutral from Buy · Target set to $36.5 (+0.3% to spot)	—
ALAB	Citigroup	Buy → Market Perform	—	Downgraded to Market Perform from Buy	Rubin
BCS	Barclays	Overweight → Underweight	—	Downgraded to Underweight from Overweight	—
GEMI	Morgan Stanley	Positive → Underweight	$4.75	Downgraded to Underweight from Positive · Target set to $4.75 (+6.3% to spot)	—
KNF	RBC Capital	Outperform → Sector Perform	—	Downgraded to Sector Perform from Outperform	—
KS	Nomura	Buy → Neutral	—	Downgraded to Neutral from Buy	—

Initiations (14)

Name	Firm	Rating	Target	Call	Ours
MSFT	Barclays	Overweight → Underweight	—	Initiated to Underweight from Overweight	AW40
HUM	Citigroup	Neutral → Buy	—	Initiated to Buy from Neutral	—
RMR	Maxim Group	Buy	—	Initiated to Buy	—
SPG	Exane BNP Paribas	Neutral	—	Initiated to Neutral	—
MAC	Exane BNP Paribas	Outperform	—	Initiated to Outperform	—
BRBR	Exane BNP Paribas	Outperform	—	Initiated to Outperform	—
HUM	Barclays	Overweight → Overweight	—	Initiated to Overweight from Overweight	—
OVID	Cantor Fitzgerald	Overweight	—	Initiated to Overweight	—
PENG	Bank of America Securities	Buy	—	Initiated to Buy	—
FBIN	Citigroup	Buy	—	Initiated to Buy	—
TT	UBS	Buy → Buy	—	Initiated to Buy from Buy	—
VCRE	Jefferies	Buy	$25	Initiated to Buy · Target set to $25 (+183.4% to spot)	—
MPB	Piper Sandler	Overweight → Overweight	$42	Initiated to Overweight from Overweight · Target set to $42 (+16.1% to spot)	—
MGHL	Morgan Stanley	Overweight → Equal-Weight	—	Initiated to Equal-Weight from Overweight	—

Price-target moves (182)

Name	Firm	Rating	Target	Call	Ours
CSL	DA Davidson	—	$355	Target set to $355 (+10.3% to spot)	—
OC	DA Davidson	—	$143	Target set to $143 (+25.3% to spot)	—
QXO	DA Davidson	—	$20	Target set to $20 (+84.9% to spot)	—
JOBY	Joby falls after Barclays	—	$4	Target set to $4 (-23.7% to spot)	—
DDOG	CIBC	—	$280 → $315	Target raised to $315 from $280 (+10.1% to spot)	AEI
EFXT	CIBC	—	$30 → $32	Target raised to $32 from $30 (+31.4% to spot)	—
OVV	CIBC	—	$65 → $75	Target raised to $75 from $65 (+16.7% to spot)	—
PPG	Goldman Sachs	—	$128	Target set to $128 (+22.2% to spot)	—
AXTA	Goldman Sachs	—	$38	Target set to $38 (+16.2% to spot)	—
CC	Goldman Sachs	—	$16	Target set to $16 (+15.2% to spot)	—
TROX	Goldman Sachs	—	$4	Target set to $4 (+7.1% to spot)	—
EXEL	RBC Capital	—	$45 → $51	Target raised to $51 from $45 (-14.7% to spot)	—
APLD	Morgan Stanley	—	$37.5 → $41	Target raised to $41 from $37.5 (+75% to spot)	—
NKE	Deutsche Bank	—	$37 → $33	Target cut to $33 from $37 (-5.8% to spot)	—
HONA	Argus	—	$275 → $210	Target cut to $210 from $275 (+34.1% to spot)	—
HUT	Morgan Stanley	—	$273 → $275	Target raised to $275 from $273 (+237.7% to spot)	—
PEP	Deutsche Bank	—	$138 → $132	Target cut to $132 from $138 (+4.8% to spot)	—
GLXY	Morgan Stanley	—	$48 → $43	Target cut to $43 from $48 (+112.6% to spot)	—
CRH	Deutsche Bank	—	$128 → $118	Target cut to $118 from $128 (+44.7% to spot)	—
MARA	Morgan Stanley	—	$11 → $10	Target cut to $10 from $11 (+2.4% to spot)	—
F	Deutsche Bank	—	$16 → $15	Target cut to $15 from $16 (+22.6% to spot)	—
SHW	RBC Capital	—	$420 → $392	Target cut to $392 from $420 (+23.1% to spot)	—
GM	Deutsche Bank	—	$100 → $101	Target raised to $101 from $100 (+23.2% to spot)	—
CWST	Raymond James	—	$110 → $106	Target cut to $106 from $110 (+26.9% to spot)	—
RSG	Raymond James	—	$238 → $235	Target cut to $235 from $238 (+8.2% to spot)	—
WCN	Raymond James	—	$196 → $189	Target cut to $189 from $196 (+23.5% to spot)	HALO
AAMI	RBC Capital	—	$80 → $85	Target raised to $85 from $80 (-9.3% to spot)	—
IVZ	RBC Capital	—	$35 → $36	Target raised to $36 from $35 (+21.3% to spot)	—
BYRN	Craig-Hallum	—	$4 → $3.5	Target cut to $3.5 from $4 (-15.5% to spot)	—
ALLY	RBC Capital	—	$55 → $50	Target cut to $50 from $55 (+32.7% to spot)	—
AXP	RBC Capital	—	$415 → $400	Target cut to $400 from $415 (+30.3% to spot)	—
BKU	RBC Capital	—	$50 → $49	Target cut to $49 from $50 (+16.2% to spot)	—
BOKF	RBC Capital	—	$149 → $146	Target cut to $146 from $149 (+16.5% to spot)	—
CFR	RBC Capital	—	$176 → $175	Target cut to $175 from $176 (+15.9% to spot)	—
ONB	RBC Capital	—	$29 → $28	Target cut to $28 from $29 (+14% to spot)	—
PB	RBC Capital	—	$80 → $77	Target cut to $77 from $80 (+16.4% to spot)	—
TCBI	RBC Capital	—	$114 → $113	Target cut to $113 from $114 (+24.3% to spot)	—
UMBF	RBC Capital	—	$170 → $168	Target cut to $168 from $170 (+29.4% to spot)	—
WAL	RBC Capital	—	$95 → $93	Target cut to $93 from $95 (+24.9% to spot)	—
MPC	UBS	—	$510	Target set to $510 (+9% to spot)	—
AME	Morgan Stanley	—	$245 → $275	Target raised to $275 from $245 (+10.5% to spot)	—
ARGX	Morgan Stanley	—	$1250 → $1140	Target cut to $1140 from $1250 (+39.7% to spot)	—
DPZ	Morgan Stanley	—	$370 → $357	Target cut to $357 from $370 (+16.1% to spot)	—
DUOL	Morgan Stanley	—	$125 → $140	Target raised to $140 from $125 (-6.3% to spot)	AW40
PEP	Morgan Stanley	—	$160 → $145	Target cut to $145 from $160 (+15.2% to spot)	—
HAE	Mizuho	—	$95 → $140	Target raised to $140 from $95 (+17.3% to spot)	—
SWKS	Mizuho	—	$52 → $61	Target raised to $61 from $52 (-18.4% to spot)	—
RSI	Susquehanna	—	$37 → $27	Target cut to $27 from $37 (+38.7% to spot)	—
VNOM	RBC Capital	—	$55 → $57	Target raised to $57 from $55 (+31.8% to spot)	—
VMC	RBC Capital	—	$300 → $256	Target cut to $256 from $300 (+4.9% to spot)	—
MLM	RBC Capital	—	$620 → $530	Target cut to $530 from $620 (+10.6% to spot)	—
EXP	RBC Capital	—	$219 → $170	Target cut to $170 from $219 (+2.9% to spot)	—
CRH	RBC Capital	—	$165 → $135	Target cut to $135 from $165 (+64.6% to spot)	—
CX	RBC Capital	—	$13.5 → $13.25	Target cut to $13.25 from $13.5 (+40.3% to spot)	—
AMRZ	RBC Capital	—	$48 → $32	Target cut to $32 from $48 (-12.3% to spot)	—
UE	UBS	—	$24 → $21	Target cut to $21 from $24 (+9.1% to spot)	—
SPG	UBS	—	$222 → $205	Target cut to $205 from $222 (+2.8% to spot)	—
REG	UBS	—	$85 → $77	Target cut to $77 from $85 (+7.7% to spot)	—
PTLO	UBS	—	$5.5 → $4.5	Target cut to $4.5 from $5.5 (+15.3% to spot)	—
PECO	UBS	—	$46 → $42	Target cut to $42 from $46 (+12.4% to spot)	—
KRG	UBS	—	$30 → $26	Target cut to $26 from $30 (+9.3% to spot)	—
FRT	UBS	—	$127 → $115	Target cut to $115 from $127 (+9.1% to spot)	—
BRX	UBS	—	$37 → $33	Target cut to $33 from $37 (+21.6% to spot)	—
MAIN	UBS	—	$57	Target set to $57 (+5.5% to spot)	—
PAGP	UBS	—	$26 → $30	Target raised to $30 from $26 (+12.7% to spot)	—
PAA	UBS	—	$30 → $31	Target raised to $31 from $30 (+26.5% to spot)	—
CSWC	UBS	—	$24	Target set to $24 (+1.9% to spot)	—
EOG	UBS	—	$183 → $186	Target raised to $186 from $183 (+24.6% to spot)	—
BIIB	UBS	—	$240 → $270	Target raised to $270 from $240 (+20.9% to spot)	—
AMN	BMO Capital	—	$40 → $43	Target raised to $43 from $40 (+18.4% to spot)	—
OKTA	BMO Capital	—	$230 → $245	Target raised to $245 from $230 (+9% to spot)	AEI
TROW	Evercore ISI	—	$113 → $109	Target cut to $109 from $113 (+3.9% to spot)	—
IVZ	Evercore ISI	—	$37 → $34	Target cut to $34 from $37 (+14.5% to spot)	—
BLK	Evercore ISI	—	$1300 → $1275	Target cut to $1275 from $1300 (+19.1% to spot)	—
ARGX	Evercore ISI	—	$1175 → $1078	Target cut to $1078 from $1175 (+31.9% to spot)	—
APAM	Evercore ISI	—	$41 → $34	Target cut to $34 from $41 (+2.2% to spot)	—
AAMI	Evercore ISI	—	$98 → $102	Target raised to $102 from $98 (+9.5% to spot)	—
ALGN	Stifel	—	$210 → $175	Target cut to $175 from $210 (+24.1% to spot)	—
ZETA	Needham	—	$30 → $40	Target raised to $40 from $30 (+21.1% to spot)	—
ZETA	Canaccord	—	$30 → $37	Target raised to $37 from $30 (+12% to spot)	—
CRWD	Needham	—	$310	Target set to $310 (+17.9% to spot)	AEI
TRGP	Stifel	—	$340 → $335	Target cut to $335 from $340 (+16.1% to spot)	—
OKE	Stifel	—	$105 → $100	Target cut to $100 from $105 (+10.8% to spot)	—
O	Stifel	—	$70.75 → $63.75	Target cut to $63.75 from $70.75 (+17.7% to spot)	—
ARGX	Baird	—	$932 → $823	Target cut to $823 from $932 (+0.5% to spot)	—
CHCT	Truist	—	$18 → $17	Target cut to $17 from $18 (+24.3% to spot)	—
MA	Baird	—	$660 → $710	Target raised to $710 from $660 (+23.5% to spot)	—
ABR	Piper Sandler	—	$5 → $3.5	Target cut to $3.5 from $5 (+13.3% to spot)	—
AGNC	Piper Sandler	—	$12 → $10	Target cut to $10 from $12 (+15.2% to spot)	—
EFC	Piper Sandler	—	$15 → $14	Target cut to $14 from $15 (+20.3% to spot)	—
MITT	Piper Sandler	—	$9 → $8	Target cut to $8 from $9 (+40.6% to spot)	—
PFSI	Piper Sandler	—	$86 → $71	Target cut to $71 from $86 (+15.7% to spot)	—
PMT	Piper Sandler	—	$10 → $9	Target cut to $9 from $10 (+20.2% to spot)	—
RC	Piper Sandler	—	$2 → $1.25	Target cut to $1.25 from $2 (-5.3% to spot)	—
RWT	Piper Sandler	—	$5.25 → $3.75	Target cut to $3.75 from $5.25 (+12.6% to spot)	—
ZETA	Truist	—	$30 → $38	Target raised to $38 from $30 (+15% to spot)	—
PEP	Piper Sandler	—	$176 → $140	Target cut to $140 from $176 (+9.1% to spot)	—
XRAY	Piper Sandler	—	$14 → $12	Target cut to $12 from $14 (+38.1% to spot)	—
FLG	Truist	—	$17 → $15	Target cut to $15 from $17 (+32.2% to spot)	—
MAC	BNP Paribas	—	$28	Target set to $28 (+26.1% to spot)	—
SPG	BNP Paribas	—	$222	Target set to $222 (+11.2% to spot)	—
PNFP	Truist	—	$118 → $112	Target cut to $112 from $118 (+18.3% to spot)	—
BRBR	BNP Paribas	—	$12	Target set to $12 (+50.2% to spot)	—
SSB	Truist	—	$118 → $113	Target cut to $113 from $118 (+12.4% to spot)	—
WAL	Truist	—	$93 → $84	Target cut to $84 from $93 (+11.3% to spot)	—
ABCB	Truist	—	$90 → $84	Target cut to $84 from $90 (+5.4% to spot)	—
EWBC	Truist	—	$137 → $131	Target cut to $131 from $137 (+3.8% to spot)	—
ALHC	KeyBanc	—	$28 → $12	Target cut to $12 from $28 (+37.8% to spot)	—
FHN	Truist	—	$27 → $25	Target cut to $25 from $27 (+7.3% to spot)	—
COIN	Compass Point	—	$187	Target set to $187 (+8.7% to spot)	—
ZION	Truist	—	$72 → $67	Target cut to $67 from $72 (+6.8% to spot)	—
RPM	KeyBanc	—	$123 → $117	Target cut to $117 from $123 (+17.7% to spot)	—
HAE	Barrington	—	$118 → $140	Target raised to $140 from $118 (+17.2% to spot)	—
ZETA	KeyBanc	—	$27 → $38	Target raised to $38 from $27 (+15% to spot)	—
DUOT	Chardan	—	$9.5	Target set to $9.5 (+21.8% to spot)	—
U	BTIG	—	$51 → $53	Target raised to $53 from $51 (+15.5% to spot)	—
RUN	Jefferies	—	$7	Target set to $7 (-7.8% to spot)	—
LFTO	BTIG	—	$35 → $27	Target cut to $27 from $35 (+67.2% to spot)	—
RMR	Maxim	—	$26	Target set to $26 (+46.8% to spot)	—
NET	Oppenheimer	—	$380 → $430	Target raised to $430 from $380 (+25.8% to spot)	AEI
WMS	Oppenheimer	—	$190 → $185	Target cut to $185 from $190 (+46.6% to spot)	—
HUM	Oppenheimer	—	$405 → $475	Target raised to $475 from $405 (+22.7% to spot)	—
ATR	UBS	—	$135	Target set to $135 (+11.9% to spot)	—
PFLT	UBS	—	$8.5	Target set to $8.5 (+27.7% to spot)	—
PAA	Jefferies	—	$27	Target set to $27 (+10.6% to spot)	—
VZ	Scotiabank	—	$51.5 → $50	Target cut to $50 from $51.5 (+7.9% to spot)	—
TMUS	Scotiabank	—	$217 → $212	Target cut to $212 from $217 (+23.8% to spot)	—
T	Scotiabank	—	$27.5 → $26.5	Target cut to $26.5 from $27.5 (+6.5% to spot)	—
PNR	Goldman Sachs	—	$73 → $60	Target cut to $60 from $73 (+14.7% to spot)	—
MWA	Goldman Sachs	—	$29 → $24	Target cut to $24 from $29 (+11.3% to spot)	—
PBF	Goldman Sachs	—	$81 → $91	Target raised to $91 from $81 (+1.9% to spot)	—
CVI	Goldman Sachs	—	$36 → $50	Target raised to $50 from $36 (-16% to spot)	—
DINO	Goldman Sachs	—	$114 → $142	Target raised to $142 from $114 (+17.6% to spot)	—
BBD	Goldman Sachs	—	$3.8 → $4.2	Target raised to $4.2 from $3.8 (-0.9% to spot)	—
ITUB	Goldman Sachs	—	$9.3 → $10.5	Target raised to $10.5 from $9.3 (+6.8% to spot)	—
VIRT	Morgan Stanley	—	$57 → $56	Target cut to $56 from $57 (-3.1% to spot)	—
MKTX	Morgan Stanley	—	$129 → $167	Target raised to $167 from $129 (+1.6% to spot)	—
COIN	Morgan Stanley	—	$250 → $258	Target raised to $258 from $250 (+50% to spot)	—
NDAQ	Morgan Stanley	—	$120 → $118	Target cut to $118 from $120 (+27.7% to spot)	—
MIAX	Morgan Stanley	—	$50 → $43	Target cut to $43 from $50 (+40.1% to spot)	—
ICE	Morgan Stanley	—	$163 → $173	Target raised to $173 from $163 (+11.4% to spot)	—
CME	Morgan Stanley	—	$330 → $337	Target raised to $337 from $330 (+21.9% to spot)	HALO
SCHW	Morgan Stanley	—	$136 → $141	Target raised to $141 from $136 (+45.6% to spot)	—
LPLA	Morgan Stanley	—	$387 → $393	Target raised to $393 from $387 (+19.8% to spot)	—
HOOD	Morgan Stanley	—	$150 → $160	Target raised to $160 from $150 (+49.5% to spot)	—
AMP	Morgan Stanley	—	$489 → $483	Target cut to $483 from $489 (-3.2% to spot)	—
AG	H.C. Wainwright	—	$27 → $25.5	Target cut to $25.5 from $27 (+50.2% to spot)	—
TRAX	Wells Fargo	—	$55 → $62	Target raised to $62 from $55 (+93.7% to spot)	—
ARGX	Wells Fargo	—	$1415 → $1355	Target cut to $1355 from $1415 (+65.5% to spot)	—
PCRX	Truist	—	$36.5	Target set to $36.5 (+0.3% to spot)	—
HUM	Baird	—	$596	Target set to $596 (+54% to spot)	—
MBGL	Morgan Stanley	—	$19	Target set to $19 (+5.1% to spot)	—
EQH	Raymond James	—	$65	Target set to $65 (+21.5% to spot)	—
LBRX	Canaccord	—	$65	Target set to $65 (+87.8% to spot)	—
ADNT	Barclays	—	$25 → $22	Target cut to $22 from $25 (+24.9% to spot)	—
APTV	Barclays	—	$65 → $60	Target cut to $60 from $65 (+35.7% to spot)	—
AVA	Barclays	—	$37 → $35	Target cut to $35 from $37 (-1.4% to spot)	—
BTDR	Barclays	—	$15 → $17	Target raised to $17 from $15 (+74.9% to spot)	—
DCH	Barclays	—	$9 → $8	Target cut to $8 from $9 (+40.6% to spot)	—
DVN	Barclays	—	$58 → $60	Target raised to $60 from $58 (+22.6% to spot)	—
DUK	Barclays	—	$132 → $124	Target cut to $124 from $132 (+6.1% to spot)	—
EIX	Barclays	—	$75 → $53	Target cut to $53 from $75 (-2.4% to spot)	—
FIS	Barclays	—	$43 → $38	Target cut to $38 from $43 (+10.7% to spot)	—
FISV	Barclays	—	$52 → $50	Target cut to $50 from $52 (+8.8% to spot)	—
LEA	Barclays	—	$155 → $145	Target cut to $145 from $155 (+22.3% to spot)	—
MGA	Barclays	—	$68 → $70	Target raised to $70 from $68 (+9.7% to spot)	—
MDLN	Barclays	—	$45 → $43	Target cut to $43 from $45 (+20.3% to spot)	—
OMC	Barclays	—	$90 → $88	Target cut to $88 from $90 (+15.1% to spot)	—
PYPL	Barclays	—	$57 → $56	Target cut to $56 from $57 (+1.8% to spot)	—
PENN	Barclays	—	$26 → $27	Target raised to $27 from $26 (+71.3% to spot)	—
RRR	Barclays	—	$73 → $74	Target raised to $74 from $73 (+46.9% to spot)	—
MSTR	Barclays	—	$160 → $175	Target raised to $175 from $160 (+15.5% to spot)	—
RUN	Barclays	—	$14 → $12	Target cut to $12 from $14 (+58.1% to spot)	—
VC	Barclays	—	$145 → $125	Target cut to $125 from $145 (+45.1% to spot)	—
DCO	Guggenheim	—	$246	Target set to $246 (+46.2% to spot)	—
LOCO	Roth Capital	—	$22	Target set to $22 (+47.3% to spot)	—
QNCX	Raymond James	—	$72	Target set to $72 (+145.2% to spot)	—
IBM	Truist	—	$240	Target set to $240 (+5.9% to spot)	—
PSNY	Barclays	—	$15 → $5	Target cut to $5 from $15 (-5.8% to spot)	—
UNH	TD Cowen	—	$402	Target set to $402 (+8.4% to spot)	—
LEVI	BNP Paribas Exane	—	$35	Target set to $35 (+83.7% to spot)	—
BYD	Barclays	—	$87 → $85	Target cut to $85 from $87 (+21.4% to spot)	—

← 2026-10-08 All days · the live wire

AI-generated — produced automatically by Closelooknet’s systems under this site’s editorial policy.