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Analyst Wire — 2026-10-13

Every US sell-side action recorded on 2026-10-13 — 220 in total: 9 upgrades, 10 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)

NameFirmRatingTargetCallOurs
REXRBarclaysUnderweight → Buy—Upgraded to Buy from Underweight—
REXRCitigroupNeutral → Outperform—Upgraded to Outperform from Neutral—
SPIRAlliance Global PartnersNeutral → Buy—Upgraded to Buy from Neutral—
GLXYCitigroupNeutral → Buy—Upgraded to Buy from Neutral—
GEMICitigroupSell → Neutral—Upgraded to Neutral from Sell—
AZNNordeaSell → Buy—Upgraded to Buy from Sell—
PENNPiper SandlerNeutral → Buy—Upgraded to Buy from Neutral—
PLDScotiabankSector Perform → Outperform—Upgraded to Outperform from Sector Perform—
VFCPiper SandlerNeutral → Overweight—Upgraded to Overweight from Neutral—

Downgrades (10)

NameFirmRatingTargetCallOurs
NFLXHuber ResearchBuy → Underweight—Downgraded to Underweight from BuyAW40
SECZCitigroupOutperform → Neutral—Downgraded to Neutral from Outperform—
ADBEHSBCBuy → Hold—Downgraded to Hold from BuyAW40
RTXDeutsche BankBuy → Hold$208Downgraded to Hold from Buy · Target set to $208 (+11.4% to spot)—
EROScotiabankOutperform → Sector Perform—Downgraded to Sector Perform from Outperform—
ASTSPiper SandlerOverweight → Neutral—Downgraded to Neutral from OverweightHALO
CCRBC CapitalOutperform → Sector Perform—Downgraded to Sector Perform from Outperform—
TBernsteinOutperform → Market Perform—Downgraded to Market Perform from Outperform—
CNJefferiesHold → Positive—Downgraded to Positive from Hold—
AURBC CapitalOutperform → Sector Perform—Downgraded to Sector Perform from Outperform—

Initiations (22)

NameFirmRatingTargetCallOurs
IRSBank of America SecuritiesBuy—Initiated to Buy—
REXRJefferiesHold → Buy—Initiated to Buy from Hold—
REXRUBSBuy—Initiated to Buy—
ETRACantor FitzgeraldOverweight—Initiated to Overweight—
ETRAEvercore ISIOutperform—Initiated to Outperform—
NHPRaymond JamesOutperform$20Initiated to Outperform · Target set to $20 (+28.6% to spot)—
AHRRaymond JamesStrong Buy$62Initiated to Strong Buy · Target set to $62 (+18.1% to spot)—
OIGRaymond JamesMarket Perform—Initiated to Market Perform—
AUJefferiesReduce → Buy—Initiated to Buy from Reduce—
MSMBarclaysOverweight$152Initiated to Overweight · Target set to $152 (+18.1% to spot)—
SEBank of America SecuritiesBuy → Buy—Initiated to Buy from BuyHALO · AW40
COWNCowen & Co.Buy → Buy—Initiated to Buy from Buy—
ETRACowen & Co.Buy—Initiated to Buy—
AAPGCitigroupOutperform—Initiated to Outperform—
ASJefferiesBuy—Initiated to Buy—
OIGUBSBuy—Initiated to Buy—
OIGRBC CapitalOutperform—Initiated to Outperform—
OIGCitigroupMarket Outperform—Initiated to Market Outperform—
CIZNCitigroupPerform → Market Outperform—Initiated to Market Outperform from Perform—
OIGGoldman SachsBuy—Initiated to Buy—
COLBDeutsche BankHold—Initiated to Hold—
JPMacquarieNeutral → Underperform—Initiated to Underperform from Neutral—

Price-target moves (179)

NameFirmRatingTargetCallOurs
IMTXStifel—$15Target set to $15 (+119.6% to spot)—
EROKGoldman Sachs—$28 → $25Target cut to $25 from $28 (+22.1% to spot)—
TRGPGoldman Sachs—$310 → $322Target raised to $322 from $310 (+9.9% to spot)—
WFCGoldman Sachs—$96 → $94Target cut to $94 from $96 (+16.4% to spot)—
JPMGoldman Sachs—$398 → $392Target cut to $392 from $398 (+18.3% to spot)—
CGoldman Sachs—$156 → $155Target cut to $155 from $156 (+24.5% to spot)—
ANGOH.C. Wainwright—$19 → $18Target cut to $18 from $19 (+67.1% to spot)—
FASTDA Davidson—$51Target set to $51 (+0.4% to spot)HALO
MSMDA Davidson—$155Target set to $155 (+18.8% to spot)—
EFXTCIBC—$35Target set to $35 (+28.7% to spot)—
OLLIGordon Haskett—$105Target set to $105 (+18.1% to spot)—
TXGTD Cowen—$70Target set to $70 (-3.7% to spot)—
FICORaymond James—$1750 → $1230Target cut to $1230 from $1750 (+68.9% to spot)—
WMBRaymond James—$84 → $85Target raised to $85 from $84 (+14.9% to spot)—
FOURRaymond James—$51 → $50Target cut to $50 from $51 (+26.7% to spot)—
SBCFRaymond James—$37 → $36Target cut to $36 from $37 (+13.6% to spot)—
METAPivotal Research—$930Target set to $930 (+21.3% to spot)AW40
ECPGNorthland—$120 → $124Target raised to $124 from $120 (+21.2% to spot)—
RELLNorthland—$24 → $26Target raised to $26 from $24 (+27.6% to spot)—
AADXRBC Capital—$24 → $21Target cut to $21 from $24 (+99.1% to spot)—
BLKMorgan Stanley—$1479 → $1468Target cut to $1468 from $1479 (+37.3% to spot)—
ZPTAChardan—$1Target set to $1 (+77.6% to spot)—
DSGXBMO Capital—$82 → $90Target raised to $90 from $82 (+5.2% to spot)—
WSEUBS—$16 → $17.25Target raised to $17.25 from $16 (+41.8% to spot)—
MANUBS—$55 → $56Target raised to $56 from $55 (+9.5% to spot)—
YELPMorgan Stanley—$24 → $17Target cut to $17 from $24 (-10.4% to spot)—
APPMorgan Stanley—$450 → $400Target cut to $400 from $450 (+46.7% to spot)AW40
SMTCBMO Capital—$155 → $230Target raised to $230 from $155 (+29.7% to spot)—
UMorgan Stanley—$50 → $55Target raised to $55 from $50 (+17.5% to spot)—
ZMorgan Stanley—$60 → $35Target cut to $35 from $60 (+25.2% to spot)—
LFTOMorgan Stanley—$30 → $20Target cut to $20 from $30 (+24.4% to spot)—
FEBofA—$53 → $47Target cut to $47 from $53 (+4.9% to spot)—
EVRGBMO Capital—$85Target set to $85 (+4.5% to spot)—
ADTMorgan Stanley—$7.75 → $7.25Target cut to $7.25 from $7.75 (+11.8% to spot)—
DOCUBS—$21.5 → $20Target cut to $20 from $21.5 (+6.2% to spot)—
VRSKBMO Capital—$248 → $217Target cut to $217 from $248 (+21.8% to spot)HALO
GGALUBS—$60 → $45Target cut to $45 from $60 (+22.2% to spot)—
HESMUBS—$37 → $34Target cut to $34 from $37 (+8.6% to spot)—
HLNEUBS—$131 → $115Target cut to $115 from $131 (+34.8% to spot)—
KKRUBS—$123 → $122Target cut to $122 from $123 (+36.9% to spot)—
KNXUBS—$94 → $82Target cut to $82 from $94 (+27.9% to spot)—
SBRAUBS—$21 → $20Target cut to $20 from $21 (+4.1% to spot)—
WERNUBS—$40 → $35Target cut to $35 from $40 (+8.5% to spot)—
BOBSEvercore ISI—$20 → $18Target cut to $18 from $20 (+27% to spot)—
FNDEvercore ISI—$55 → $50Target cut to $50 from $55 (+11.3% to spot)—
MIRMEvercore ISI—$135 → $146Target raised to $146 from $135 (+74.7% to spot)—
IVZBMO Capital—$34 → $36Target raised to $36 from $34 (+25% to spot)—
TGTEvercore ISI—$170 → $165Target cut to $165 from $170 (+8% to spot)—
TRAXEvercore ISI—$65 → $70Target raised to $70 from $65 (+118.4% to spot)—
RSGMorgan Stanley—$232 → $219Target cut to $219 from $232 (+0% to spot)—
TRIMorgan Stanley—$116 → $110Target cut to $110 from $116 (+4.4% to spot)—
CERBC Capital—$45 → $46Target raised to $46 from $45 (+4.7% to spot)—
HUNRBC Capital—$10 → $9Target cut to $9 from $10 (+11.7% to spot)—
TRUMorgan Stanley—$106 → $97Target cut to $97 from $106 (+46.3% to spot)—
LYBRBC Capital—$72 → $68Target cut to $68 from $72 (+13.8% to spot)—
OLNRBC Capital—$20 → $16Target cut to $16 from $20 (+8.5% to spot)—
BFAMMorgan Stanley—$66 → $64Target cut to $64 from $66 (-8.8% to spot)—
WLKRBC Capital—$95 → $74Target cut to $74 from $95 (+18.6% to spot)—
BVMorgan Stanley—$12.5 → $11.5Target cut to $11.5 from $12.5 (+6.4% to spot)—
GSHDTruist—$58 → $48Target cut to $48 from $58 (+8.6% to spot)—
NRIXTruist—$34 → $33Target cut to $33 from $34 (+47.3% to spot)—
SCHWTruist—$130 → $125Target cut to $125 from $130 (+29.9% to spot)—
HOODTruist—$130 → $134Target raised to $134 from $130 (+22% to spot)—
LPLATruist—$389 → $354Target cut to $354 from $389 (+9.4% to spot)—
RJFTruist—$188 → $166Target cut to $166 from $188 (+6% to spot)—
SLGNRBC Capital—$58 → $47Target cut to $47 from $58 (+33.4% to spot)—
OIRBC Capital—$8 → $7Target cut to $7 from $8 (+18.2% to spot)—
GPKRBC Capital—$10 → $9Target cut to $9 from $10 (+9.2% to spot)—
BALLRBC Capital—$77 → $73Target cut to $73 from $77 (+23.3% to spot)—
GELRBC Capital—$18 → $17Target cut to $17 from $18 (+18.3% to spot)—
NRIXRBC Capital—$36 → $35Target cut to $35 from $36 (+57.9% to spot)—
THGOppenheimer—$250 → $260Target raised to $260 from $250 (+17.3% to spot)—
SIGIOppenheimer—$105 → $115Target raised to $115 from $105 (+35.4% to spot)—
NRIXOppenheimer—$28 → $32Target raised to $32 from $28 (+44.4% to spot)—
BERoth Capital—$225 → $260Target raised to $260 from $225 (-0.9% to spot)Rubin
TNDMMizuho—$20 → $18Target cut to $18 from $20 (+9.4% to spot)—
RMDMizuho—$235 → $240Target raised to $240 from $235 (+2.3% to spot)—
PLSEMizuho—$45 → $55Target raised to $55 from $45 (+4.9% to spot)—
ISRGMizuho—$400 → $415Target raised to $415 from $400 (-3% to spot)HALO
INSPMizuho—$65 → $75Target raised to $75 from $65 (+4.9% to spot)—
GKOSMizuho—$185 → $190Target raised to $190 from $185 (+13.1% to spot)—
DXCMMizuho—$95 → $100Target raised to $100 from $95 (+16.4% to spot)HALO
BSXMizuho—$60 → $55Target cut to $55 from $60 (+25.5% to spot)—
AMGNGuggenheim—$388 → $378Target cut to $378 from $388 (-9.5% to spot)HALO
AMSFTruist—$32 → $27Target cut to $27 from $32 (+8.2% to spot)—
LNTHMizuho—$109Target set to $109 (+8.9% to spot)—
VNOMMizuho—$56 → $57Target raised to $57 from $56 (+31.4% to spot)—
HUMMizuho—$468 → $495Target raised to $495 from $468 (+14.2% to spot)—
MOSMizuho—$25 → $22Target cut to $22 from $25 (+16.7% to spot)—
FMCMizuho—$15 → $12Target cut to $12 from $15 (+44.2% to spot)—
SOFIGoldman Sachs—$18 → $15Target cut to $15 from $18 (-1.5% to spot)—
WYNNGoldman Sachs—$119 → $102Target cut to $102 from $119 (+36.1% to spot)—
RRRGoldman Sachs—$74 → $65Target cut to $65 from $74 (+29.5% to spot)—
PENNGoldman Sachs—$26 → $23Target cut to $23 from $26 (+49.4% to spot)—
MGMGoldman Sachs—$43 → $30Target cut to $30 from $43 (+2.3% to spot)—
LVSGoldman Sachs—$55 → $47Target cut to $47 from $55 (+30% to spot)—
BYDGoldman Sachs—$93 → $80Target cut to $80 from $93 (+15.3% to spot)—
NRIXBaird—$33 → $36Target raised to $36 from $33 (+62.5% to spot)—
TRAXCanaccord—$50 → $60Target raised to $60 from $50 (+76.2% to spot)—
ENVXNorthland—$5Target set to $5 (+93.1% to spot)—
TMDXCanaccord—$95 → $94Target cut to $94 from $95 (+20.3% to spot)—
PLSEOppenheimer—$60Target set to $60 (+14.4% to spot)—
ETORSusquehanna—$46Target set to $46 (+83.8% to spot)—
FISSusquehanna—$37Target set to $37 (+8% to spot)—
APPNBarclays—$26 → $30Target raised to $30 from $26 (-22.9% to spot)—
TEAMBarclays—$172 → $222Target raised to $222 from $172 (+6.9% to spot)AW40
DDOGBarclays—$290 → $300Target raised to $300 from $290 (+4.4% to spot)AEI
DTBarclays—$60 → $71Target raised to $71 from $60 (+8.8% to spot)AEI
PAYCBarclays—$210 → $250Target raised to $250 from $210 (+6.4% to spot)—
PCTYBarclays—$154 → $162Target raised to $162 from $154 (+3.8% to spot)—
PEGABarclays—$39 → $43Target raised to $43 from $39 (+23.2% to spot)—
SAPBarclays—$242 → $243Target raised to $243 from $242 (+11.5% to spot)AW40
NOWBarclays—$134 → $160Target raised to $160 from $134 (+14% to spot)AW40
ARRYBarclays—$8 → $4Target cut to $4 from $8 (+11.1% to spot)HALO
BMIBarclays—$112 → $111Target cut to $111 from $112 (-16.2% to spot)—
HWKNBarclays—$142 → $141Target cut to $141 from $142 (+8.1% to spot)—
XYLBarclays—$159 → $139Target cut to $139 from $159 (+35.5% to spot)HALO
BCEBarclays—$25 → $24Target cut to $24 from $25 (+27.3% to spot)—
RCIBarclays—$36 → $35Target cut to $35 from $36 (+17.1% to spot)—
TUBarclays—$11 → $10Target cut to $10 from $11 (+28.4% to spot)—
SPXCWells Fargo—$250 → $243Target cut to $243 from $250 (+44.3% to spot)—
QXOWells Fargo—$18 → $16Target cut to $16 from $18 (+50.4% to spot)—
GLOBWells Fargo—$39Target set to $39 (+7.1% to spot)—
LAZGoldman Sachs—$36 → $32Target cut to $32 from $36 (-13.6% to spot)—
FISGoldman Sachs—$52 → $44Target cut to $44 from $52 (+28.4% to spot)—
IOVABarclays—$15 → $18Target raised to $18 from $15 (+23.6% to spot)—
AFRMGoldman Sachs—$115 → $103Target cut to $103 from $115 (+31% to spot)—
RSKDGoldman Sachs—$5.5 → $7.5Target raised to $7.5 from $5.5 (-12.5% to spot)—
VYXGoldman Sachs—$9.75 → $8Target cut to $8 from $9.75 (+11.6% to spot)—
UPSTGoldman Sachs—$39 → $28Target cut to $28 from $39 (+17.9% to spot)—
NXTBarclays—$147 → $146Target cut to $146 from $147 (+72% to spot)—
VALEBarclays—$17 → $15Target cut to $15 from $17 (+10.9% to spot)—
NRIXStifel—$40 → $41Target raised to $41 from $40 (+85% to spot)—
NOWOppenheimer—$165Target set to $165 (+17.6% to spot)AW40
PINEStifel—$22 → $21.25Target cut to $21.25 from $22 (+16.1% to spot)—
AEEKeyBanc—$122 → $116Target cut to $116 from $122 (+12.4% to spot)—
CNPKeyBanc—$46 → $44Target cut to $44 from $46 (+12.7% to spot)—
DUKKeyBanc—$139 → $128Target cut to $128 from $139 (+8.8% to spot)—
EDKeyBanc—$94 → $87Target cut to $87 from $94 (-18.8% to spot)—
ETRKeyBanc—$123 → $118Target cut to $118 from $123 (+13.5% to spot)—
NFLXKeyBanc—$92 → $85Target cut to $85 from $92 (+20.4% to spot)AW40
ETMizuho—$26Target set to $26 (+25.5% to spot)—
ENLTMizuho—$41Target set to $41 (-40.3% to spot)—
NIKeyBanc—$50 → $48Target cut to $48 from $50 (+16.4% to spot)—
SOKeyBanc—$79 → $74Target cut to $74 from $79 (-15% to spot)—
WECKeyBanc—$117 → $111Target cut to $111 from $117 (+5.8% to spot)—
XELKeyBanc—$90 → $87Target cut to $87 from $90 (+17.3% to spot)—
CODILadenburg—$17Target set to $17 (+57.7% to spot)—
LYVBernstein—$215 → $220Target raised to $220 from $215 (+29.7% to spot)—
TMUSBernstein—$220 → $180Target cut to $180 from $220 (+18.5% to spot)—
VZBernstein—$47 → $45Target cut to $45 from $47 (+5.2% to spot)—
CMCSABernstein—$28 → $23Target cut to $23 from $28 (+11.2% to spot)—
CHTRBernstein—$150 → $120Target cut to $120 from $150 (+17.1% to spot)—
ACADUBS—$23Target set to $23 (+18.5% to spot)—
ETRAJefferies—$32Target set to $32 (+243.3% to spot)—
WELLBarclays—$259 → $246Target cut to $246 from $259 (+6.8% to spot)—
VTRBarclays—$102 → $91Target cut to $91 from $102 (+8.9% to spot)—
RHPBarclays—$147 → $143Target cut to $143 from $147 (+16.8% to spot)—
RLJBarclays—$11 → $12Target raised to $12 from $11 (+6.3% to spot)—
OHIBarclays—$50 → $48Target cut to $48 from $50 (+6.3% to spot)—
HSTBarclays—$24 → $25Target raised to $25 from $24 (+9.9% to spot)—
DOCBarclays—$24 → $21Target cut to $21 from $24 (+10.8% to spot)—
APLEBarclays—$17 → $18Target raised to $18 from $17 (+10.9% to spot)—
AHRBarclays—$66 → $60Target cut to $60 from $66 (+14.2% to spot)—
LNTBarclays—$73 → $68Target cut to $68 from $73 (+2.3% to spot)—
FOURBTIG—$50Target set to $50 (+25.4% to spot)—
QLYSTD Cowen—$200Target set to $200 (+1.6% to spot)—
FHTXEvercore ISI—$3Target set to $3 (+53.8% to spot)—
JDBofA Securities—$37Target set to $37 (+38.5% to spot)—
OKEJefferies—$94Target set to $94 (+2.2% to spot)—
TTMITruist Securities—$231Target set to $231 (+109.4% to spot)—
METATruist Securities—$1000Target set to $1000 (+34.6% to spot)AW40
CYRXBTIG—$26Target set to $26 (+54.4% to spot)—
PENNMarket Outperform by Citizens—$26Target set to $26 (+68.8% to spot)—
MMEDRothschild & Co Redburn—$30Target set to $30 (+59.6% to spot)—
CTREMarket Outperform by Citizens—$44Target set to $44 (+20.1% to spot)—
CHDNCitizens on Updated EBITDA Estimates—$131Target set to $131 (+62.7% to spot)—
IKTChardan—$1.5Target set to $1.5 (-18.7% to spot)—
VIKBarclays—$102Target set to $102 (+26.3% to spot)—

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