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Analyst Wire — 2026-10-12

Every US sell-side action recorded on 2026-10-12 — 74 in total: 2 upgrades, 0 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 (2)

NameFirmRatingTargetCallOurs
NVDADeutsche BankBuy → Mixed—Upgraded to Mixed from BuyRubin · AW40
EXCKeyBancUnderweight → Sector Weight—Upgraded to Sector Weight from Underweight—

Price-target moves (72)

NameFirmRatingTargetCallOurs
BMYJefferies—$73 → $76Target raised to $76 from $73 (+32% to spot)—
ALBBarclays—$109Target set to $109 (+10.6% to spot)HALO
AVNTBarclays—$44Target set to $44 (+12.9% to spot)—
CEBarclays—$49Target set to $49 (+10% to spot)—
CCBarclays—$16Target set to $16 (+19.5% to spot)—
EMNBarclays—$72Target set to $72 (+15.9% to spot)—
HUNBarclays—$10Target set to $10 (+23.9% to spot)—
LYBBarclays—$66Target set to $66 (+11.1% to spot)—
OLNBarclays—$18Target set to $18 (+22.4% to spot)—
RPMBarclays—$107Target set to $107 (+9.7% to spot)—
SHWBarclays—$348Target set to $348 (+8.7% to spot)—
TRAXWells Fargo—$62 → $70Target raised to $70 from $62 (+105.6% to spot)—
MIRMMorgan Stanley—$137 → $152Target raised to $152 from $137 (+76.6% to spot)—
HESMMorgan Stanley—$39 → $30Target cut to $30 from $39 (-7.3% to spot)—
AEPKeyBanc—$133Target set to $133 (+7.1% to spot)—
DOWBarclays—$30Target set to $30 (+6.7% to spot)—
APDBarclays—$353Target set to $353 (+24.4% to spot)—
AXTABarclays—$45Target set to $45 (+36% to spot)—
DDBarclays—$156Target set to $156 (+20.6% to spot)—
ESIBarclays—$53Target set to $53 (+45.4% to spot)—
ENTGBarclays—$212Target set to $212 (+32.5% to spot)Rubin
LINBarclays—$577Target set to $577 (+18.4% to spot)Rubin · HALO
PPGBarclays—$136Target set to $136 (+31.1% to spot)—
QBarclays—$211Target set to $211 (+71.3% to spot)Rubin
SOLSBarclays—$73Target set to $73 (+20.2% to spot)—
WLKBarclays—$66Target set to $66 (+6.7% to spot)—
FTIUBS—$89Target set to $89 (+27.6% to spot)—
AIIRCantor Fitzgerald—$11.03Target set to $11.03 (+46.9% to spot)—
WTFCDeutsche Bank—$175Target set to $175 (+21.4% to spot)—
MIRMH.C. Wainwright—$195 → $200Target raised to $200 from $195 (+136.4% to spot)—
NVTSeaport Research—$215 → $225Target raised to $225 from $215 (+36.2% to spot)Rubin
DALSeaport Research—$95 → $100Target raised to $100 from $95 (+23.8% to spot)—
AVEXRBC Capital—$26Target set to $26 (+75.6% to spot)—
MTDMorgan Stanley—$1450 → $1575Target raised to $1575 from $1450 (+0.9% to spot)—
ADPTMorgan Stanley—$22 → $27Target raised to $27 from $22 (+5.2% to spot)—
GHMorgan Stanley—$185 → $200Target raised to $200 from $185 (+22.7% to spot)—
AMorgan Stanley—$175 → $190Target raised to $190 from $175 (+10.8% to spot)—
DALArgus—$105 → $95Target cut to $95 from $105 (+17.6% to spot)—
ASSTMaxim—$21 → $37Target raised to $37 from $21 (+34.2% to spot)—
PTHSLake Street—$50 → $40Target cut to $40 from $50 (+98.3% to spot)—
ALVRBC Capital—$147 → $146Target cut to $146 from $147 (+32.3% to spot)—
GMRBC Capital—$100 → $102Target raised to $102 from $100 (+23.9% to spot)—
TWTD Cowen—$98 → $107Target raised to $107 from $98 (-4% to spot)—
LEARBC Capital—$143 → $139Target cut to $139 from $143 (+18% to spot)—
LCIDRBC Capital—$7 → $4Target cut to $4 from $7 (+10.8% to spot)—
MGARBC Capital—$69 → $68Target cut to $68 from $69 (+7% to spot)—
VGNTRBC Capital—$52 → $53Target raised to $53 from $52 (+19.6% to spot)—
CVLTRBC Capital—$150 → $160Target raised to $160 from $150 (+1.6% to spot)—
DDOGRBC Capital—$280 → $320Target raised to $320 from $280 (+9.6% to spot)AEI
DTRBC Capital—$59 → $73Target raised to $73 from $59 (+12.9% to spot)AEI
FTNTRBC Capital—$185 → $205Target raised to $205 from $185 (+5.1% to spot)AEI
NOWRBC Capital—$130 → $176Target raised to $176 from $130 (+22.2% to spot)AW40
TEAMRBC Capital—$215 → $235Target raised to $235 from $215 (+13.4% to spot)AW40
GENRBC Capital—$26 → $24Target cut to $24 from $26 (+2.3% to spot)—
APAUBS—$47 → $52Target raised to $52 from $47 (+11.4% to spot)—
HPUBS—$49 → $50Target raised to $50 from $49 (+23.4% to spot)—
OSCRUBS—$26 → $36Target raised to $36 from $26 (+5.7% to spot)—
ALHCUBS—$22 → $9Target cut to $9 from $22 (+11.6% to spot)—
HUMUBS—$405 → $495Target raised to $495 from $405 (+14.7% to spot)—
CBUDA Davidson—$70 → $69Target cut to $69 from $70 (+17.3% to spot)—
CRGYUBS—$19 → $18Target cut to $18 from $19 (+38.5% to spot)—
CTVAUBS—$90 → $15Target cut to $15 from $90 (+16.2% to spot)—
ZETARoth Capital—$44 → $55Target raised to $55 from $44 (+64.7% to spot)—
INVHUBS—$35 → $31Target cut to $31 from $35 (+17.1% to spot)—
DALUBS—$105 → $102Target cut to $102 from $105 (+25.7% to spot)—
GKOSBTIG—$202 → $205Target raised to $205 from $202 (+23.5% to spot)—
SIBTIG—$26 → $27Target raised to $27 from $26 (+49.8% to spot)—
ALCBTIG—$82 → $74Target cut to $74 from $82 (+15.4% to spot)—
ISRGBTIG—$469 → $454Target cut to $454 from $469 (+6.8% to spot)HALO
MDTBTIG—$100 → $99Target cut to $99 from $100 (+7.1% to spot)—
SYKBTIG—$358 → $316Target cut to $316 from $358 (+12.9% to spot)HALO
TCMDBTIG—$39 → $35Target cut to $35 from $39 (+56% to spot)—

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