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Analyst Wire — 2026-10-14

Every US sell-side action recorded on 2026-10-14 — 235 in total: 8 upgrades, 4 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 (8)

NameFirmRatingTargetCallOurs
RALSeaport GlobalNeutral → Buy—Upgraded to Buy from Neutral—
LMTVertical ResearchHold → Buy—Upgraded to Buy from Hold—
LQDABTIGNeutral → Buy—Upgraded to Buy from Neutral—
PNRCowen & Co.Sell → Hold—Upgraded to Hold from Sell—
KTBJefferiesHold → Buy—Upgraded to Buy from Hold—
TXRHJefferiesHold → Buy—Upgraded to Buy from Hold—
EATJefferiesHold → Buy—Upgraded to Buy from Hold—
TTGoldman SachsHold → Buy—Upgraded to Buy from Hold—

Downgrades (4)

NameFirmRatingTargetCallOurs
TXRHBarclaysEqual-Weight → Cautious—Downgraded to Cautious from Equal-Weight—
CNQRaymond JamesOutperform → Market Perform—Downgraded to Market Perform from Outperform—
NTAPBarclaysOverweight → Cautious—Downgraded to Cautious from OverweightAEI
SAFECitigroupPerform → Market Perform—Downgraded to Market Perform from Perform—

Initiations (39)

NameFirmRatingTargetCallOurs
FFINRaymond JamesMarket Perform—Initiated to Market Perform—
BKHJefferiesBuy—Initiated to Buy—
VKTXUBSBuy—Initiated to BuyHALO
CRGYScotiabankOutperform—Initiated to Outperform—
CRKScotiabankUnderperform—Initiated to Underperform—
CNXScotiabankSector Perform → Sector Perform—Initiated to Sector Perform from Sector Perform—
FANGScotiabankOutperform → Outperform—Initiated to Outperform from Outperform—
CHRDScotiabankSector Perform → Outperform—Initiated to Outperform from Sector Perform—
ARScotiabankOutperform → Outperform—Initiated to Outperform from Outperform—
GPORScotiabankOutperform—Initiated to Outperform—
APAScotiabankSector Perform → Sector Perform—Initiated to Sector Perform from Sector Perform—
MGYScotiabankOutperform—Initiated to Outperform—
EXEScotiabankOutperform → Outperform—Initiated to Outperform from Outperform—
EQTScotiabankSector Perform → Sector Perform—Initiated to Sector Perform from Sector Perform—
DVNScotiabankSector Perform → Outperform—Initiated to Outperform from Sector Perform—
INRScotiabankOutperform—Initiated to Outperform—
NOGScotiabankSector Perform—Initiated to Sector Perform—
MTDRScotiabankSector Perform—Initiated to Sector Perform—
EOGScotiabankSector Perform → Sector Perform—Initiated to Sector Perform from Sector Perform—
MURScotiabankSector Perform → Sector Perform—Initiated to Sector Perform from Sector Perform—
OXYScotiabankSector Perform → Sector Perform—Initiated to Sector Perform from Sector Perform—
PRScotiabankOutperform → Outperform—Initiated to Outperform from Outperform—
SMScotiabankSector Perform—Initiated to Sector Perform—
VNOMScotiabankOutperform—Initiated to Outperform—
RRCScotiabankSector Perform → Sector Perform—Initiated to Sector Perform from Sector Perform—
TBNScotiabankOutperform—Initiated to Outperform—
SLGLCantor FitzgeraldOverweight—Initiated to Overweight—
MRXWilliam BlairOutperform—Initiated to Outperform—
AAPGCitigroupOutperform → Buy—Initiated to Buy from Outperform—
VYLRExane BNP ParibasNeutral—Initiated to Neutral—
AGNTCitigroupOutperform—Initiated to Outperform—
COMPCitigroupOutperform—Initiated to Outperform—
DOUGCitigroupMarket Perform—Initiated to Market Perform—
REAXCitigroupMarket Outperform → Outperform—Initiated to Outperform from Market Outperform—
GTLLAlembic GlobalOverweight—Initiated to Overweight—
AABarclaysOverweight—Initiated to Overweight—
JPMorgan StanleyOverweight → Overweight—Initiated to Overweight from Overweight—
AVJefferiesHold → Hold—Initiated to Hold from Hold—
VYLRDeutsche BankBuy—Initiated to Buy—

Price-target moves (184)

NameFirmRatingTargetCallOurs
IBRXPiper Sandler—$12 → $16Target raised to $16 from $12 (+61.5% to spot)—
GICFreedom Broker—$39Target set to $39 (-9.3% to spot)—
DPZRBC Capital—$320Target set to $320 (+12.1% to spot)—
JNJRBC Capital—$290 → $280Target cut to $280 from $290 (+11.3% to spot)—
INRRBC Capital—$22 → $21Target cut to $21 from $22 (+58.9% to spot)—
PRCHCraig-Hallum—$20 → $22Target raised to $22 from $20 (+33.3% to spot)—
ACIRBC Capital—$13 → $16Target raised to $16 from $13 (+26.7% to spot)—
PHTD Cowen—$950Target set to $950 (-1.1% to spot)—
VVVTD Cowen—$40Target set to $40 (+31.9% to spot)—
SPMCAlliance Global—$10.5 → $9Target cut to $9 from $10.5 (+23.3% to spot)—
LNTBMO Capital—$78 → $75Target cut to $75 from $78 (+12.4% to spot)—
KNTKRBC Capital—$57 → $58Target raised to $58 from $57 (+5.7% to spot)—
RVMDRBC Capital—$259 → $260Target raised to $260 from $259 (+33.5% to spot)—
CRBC Capital—$135Target set to $135 (+10.5% to spot)—
JNJLeerink—$276 → $272Target cut to $272 from $276 (+8% to spot)—
MTDRTruist—$59 → $65Target raised to $65 from $59 (+16.6% to spot)—
XRAYLeerink—$14 → $10Target cut to $10 from $14 (+18.6% to spot)—
NVSTLeerink—$35 → $32Target cut to $32 from $35 (+40.4% to spot)—
HSICLeerink—$96 → $92Target cut to $92 from $96 (+8.3% to spot)—
ALGNLeerink—$235 → $215Target cut to $215 from $235 (+50.2% to spot)—
MFINNorthland—$12 → $13.25Target raised to $13.25 from $12 (+17.3% to spot)—
PLUGMorgan Stanley—$1.2Target set to $1.2 (-17.2% to spot)—
VCELTruist—$58 → $52Target cut to $52 from $58 (+29.9% to spot)—
TFXTruist—$150 → $142Target cut to $142 from $150 (+14.9% to spot)—
BSXTruist—$57 → $51Target cut to $51 from $57 (+19% to spot)—
INCYTruist—$105 → $115Target raised to $115 from $105 (+3.2% to spot)—
JPMTruist—$352 → $361Target raised to $361 from $352 (+8.6% to spot)—
UDRUBS—$41 → $39Target cut to $39 from $41 (+15% to spot)—
MAAUBS—$129 → $124Target cut to $124 from $129 (+7.1% to spot)—
IRTUBS—$18 → $17Target cut to $17 from $18 (+15.1% to spot)—
CSRUBS—$68 → $65Target cut to $65 from $68 (+16.6% to spot)—
CPTUBS—$105 → $101Target cut to $101 from $105 (+3.6% to spot)—
DPZBMO Capital—$420 → $390Target cut to $390 from $420 (+36.9% to spot)—
FROGUBS—$120 → $125Target raised to $125 from $120 (+26.9% to spot)AEI
MURUBS—$38 → $40Target raised to $40 from $38 (+2% to spot)—
OXYUBS—$67 → $73Target raised to $73 from $67 (+18.1% to spot)—
RBLXUBS—$45 → $53Target raised to $53 from $45 (+9.8% to spot)—
GOOGUBS—$379 → $380Target raised to $380 from $379 (+8.3% to spot)—
CEvercore ISI—$140 → $135Target cut to $135 from $140 (+10% to spot)—
NEEMorgan Stanley—$111 → $110Target cut to $110 from $111 (+41.1% to spot)—
XEMorgan Stanley—$41 → $34Target cut to $34 from $41 (+182.4% to spot)—
RUNMorgan Stanley—$15 → $10Target cut to $10 from $15 (+37.7% to spot)—
INIOMorgan Stanley—$47 → $40Target cut to $40 from $47 (+130% to spot)—
FLNCMorgan Stanley—$15 → $9Target cut to $9 from $15 (+40.7% to spot)HALO
FSLRMorgan Stanley—$323 → $326Target raised to $326 from $323 (+80.3% to spot)HALO
ENPHMorgan Stanley—$27 → $24Target cut to $24 from $27 (-20.5% to spot)HALO
ARRYMorgan Stanley—$8 → $6Target cut to $6 from $8 (+76.7% to spot)HALO
IMAXWedbush—$54 → $60Target raised to $60 from $54 (+16.6% to spot)—
APPWedbush—$610 → $560Target cut to $560 from $610 (+111.8% to spot)AW40
CATBernstein SocGen Group—$749Target set to $749 (-1.7% to spot)—
BFAMUBS—$78Target set to $78 (+14.4% to spot)—
CYTKUBS—$104Target set to $104 (+68.8% to spot)—
CSIQUBS—$16Target set to $16 (+42.7% to spot)—
VLOWells Fargo—$389 → $485Target raised to $485 from $389 (+6.3% to spot)—
ALNYWells Fargo—$256 → $253Target cut to $253 from $256 (+13% to spot)—
ARGXWells Fargo—$1355 → $1356Target raised to $1356 from $1355 (+68.9% to spot)—
PINEAlliance Global—$22.5 → $21.5Target cut to $21.5 from $22.5 (+17.1% to spot)—
GRMNArete—$335Target set to $335 (+21.2% to spot)—
ROLUBS—$43 → $36Target cut to $36 from $43 (+12% to spot)—
ARRYSusquehanna—$6.75 → $4Target cut to $4 from $6.75 (+12% to spot)HALO
BLDPSusquehanna—$3 → $2Target cut to $2 from $3 (+13% to spot)—
ENPHSusquehanna—$37 → $35Target cut to $35 from $37 (+9.3% to spot)HALO
FLNCSusquehanna—$23 → $13Target cut to $13 from $23 (+91.7% to spot)HALO
GEVSusquehanna—$1300 → $1270Target cut to $1270 from $1300 (+26.5% to spot)Rubin
NXTSusquehanna—$157 → $150Target cut to $150 from $157 (+69% to spot)—
PLUGSusquehanna—$2.5 → $1.75Target cut to $1.75 from $2.5 (+12.2% to spot)—
RUNSusquehanna—$15 → $13Target cut to $13 from $15 (+66.9% to spot)—
SEDGSusquehanna—$38 → $32Target cut to $32 from $38 (-1.6% to spot)—
STEMSusquehanna—$7.5 → $4.5Target cut to $4.5 from $7.5 (+12.5% to spot)—
LFTOGoldman Sachs—$38 → $26Target cut to $26 from $38 (+58.3% to spot)—
LIFEGoldman Sachs—$35 → $43Target raised to $43 from $35 (+8.6% to spot)—
DPZBaird—$325 → $320Target cut to $320 from $325 (+8.1% to spot)—
JPMBaird—$305 → $312Target raised to $312 from $305 (-5.9% to spot)—
BKUCantor Fitzgerald on Lower Expected NIM—$52Target set to $52 (+24.7% to spot)—
UNHBaird—$453 → $427Target cut to $427 from $453 (+13% to spot)—
GXOGoldman Sachs—$61Target set to $61 (+31.2% to spot)—
PUMPMorgan Stanley—$13 → $12Target cut to $12 from $13 (+36.2% to spot)—
LBRTMorgan Stanley—$30 → $28Target cut to $28 from $30 (+46.5% to spot)—
TSMorgan Stanley—$60 → $62Target raised to $62 from $60 (+5.9% to spot)—
STLNNeedham—$7 → $9Target raised to $9 from $7 (+34.3% to spot)—
SHOPBaird—$160 → $190Target raised to $190 from $160 (+7.6% to spot)AW40
FFINCantor Fitzgerald on Lower Fee Income—$34Target set to $34 (+10.4% to spot)—
DPZMizuho—$420 → $380Target cut to $380 from $420 (+28.3% to spot)—
LQDANeedham—$72 → $58Target cut to $58 from $72 (+116.3% to spot)—
WFCRBC Capital—$100 → $92Target cut to $92 from $100 (+13.9% to spot)—
GSRBC Capital—$1220 → $1010Target cut to $1010 from $1220 (+13.2% to spot)—
AEETruist—$120 → $116Target cut to $116 from $120 (+11.2% to spot)—
CMSTruist—$81 → $77Target cut to $77 from $81 (+16.1% to spot)—
LOBCantor Fitzgerald—$45 → $41Target cut to $41 from $45 (+18.2% to spot)—
MTBCantor Fitzgerald—$285 → $255Target cut to $255 from $285 (+17% to spot)—
RFCantor Fitzgerald—$35 → $32Target cut to $32 from $35 (+18.5% to spot)—
ZIONCantor Fitzgerald—$80 → $76Target cut to $76 from $80 (+22.1% to spot)—
SRETruist—$96 → $94Target cut to $94 from $96 (+14.1% to spot)—
XELTruist—$88 → $87Target cut to $87 from $88 (+16.6% to spot)—
GOLFStephens—$88 → $81Target cut to $81 from $88 (-0.4% to spot)—
VNOMTruist—$52 → $53Target raised to $53 from $52 (+19.5% to spot)—
DOCNOppenheimer—$190 → $220Target raised to $220 from $190 (+71.6% to spot)AEI
PSXWells Fargo—$335 → $345Target raised to $345 from $335 (+17.9% to spot)—
MPCWells Fargo—$400 → $560Target raised to $560 from $400 (+17.4% to spot)—
BNTXCanaccord—$136 → $132Target cut to $132 from $136 (+48.3% to spot)Euro-AI
DINOWells Fargo—$93 → $135Target raised to $135 from $93 (+5.3% to spot)—
DPZMorgan Stanley—$357 → $345Target cut to $345 from $357 (+16.5% to spot)—
DKWells Fargo—$82 → $95Target raised to $95 from $82 (+17.6% to spot)—
PRWells Fargo—$27 → $28Target raised to $28 from $27 (+15.4% to spot)—
MDGLUBS—$735Target set to $735 (+62.6% to spot)—
OVVWells Fargo—$79 → $82Target raised to $82 from $79 (+23% to spot)—
CHRDWells Fargo—$175 → $174Target cut to $174 from $175 (+18.8% to spot)—
APAWells Fargo—$50 → $51Target raised to $51 from $50 (+6.2% to spot)—
UNHPiper Sandler—$502 → $504Target raised to $504 from $502 (+33.4% to spot)—
CRWDBTIG—$312Target set to $312 (+19.4% to spot)AEI
JNJWells Fargo—$282 → $275Target cut to $275 from $282 (+10.6% to spot)—
TWWells Fargo—$118 → $125Target raised to $125 from $118 (+13.7% to spot)—
SPSCStifel—$70 → $85Target raised to $85 from $70 (+1.5% to spot)—
ICEWells Fargo—$159 → $160Target raised to $160 from $159 (+2.3% to spot)—
CMEWells Fargo—$301 → $315Target raised to $315 from $301 (+13.3% to spot)HALO
CBOEWells Fargo—$301 → $309Target raised to $309 from $301 (+5.7% to spot)—
BLSHWells Fargo—$38 → $35Target cut to $35 from $38 (+10.2% to spot)—
IQVStifel—$276 → $303Target raised to $303 from $276 (+16.2% to spot)—
HOODWells Fargo—$125 → $120Target cut to $120 from $125 (+8.6% to spot)—
FIGStifel—$25 → $22Target cut to $22 from $25 (+1.1% to spot)—
LQDAWells Fargo—$30 → $33Target raised to $33 from $30 (+23.1% to spot)—
METAGuggenheim—$850Target set to $850 (+11.5% to spot)AW40
APPGoldman Sachs—$465 → $400Target cut to $400 from $465 (+46.9% to spot)AW40
TEAMWells Fargo—$180 → $230Target raised to $230 from $180 (+10.6% to spot)AW40
WFCMorgan Stanley—$102 → $101Target cut to $101 from $102 (+25.1% to spot)—
NOCBernstein—$620 → $556Target cut to $556 from $620 (+15.5% to spot)—
LMTBernstein—$629 → $564Target cut to $564 from $629 (+11.9% to spot)—
HIIBernstein—$327 → $307Target cut to $307 from $327 (+19.1% to spot)—
GDBernstein—$407 → $365Target cut to $365 from $407 (+9.8% to spot)—
LMTVertical Research following selloff—$600Target set to $600 (+19% to spot)—
JNJBernstein—$261 → $270Target raised to $270 from $261 (+8.6% to spot)—
DPZBernstein—$390 → $340Target cut to $340 from $390 (+14.8% to spot)—
JBHTBernstein—$329 → $307Target cut to $307 from $329 (+34% to spot)—
RALSeaport Research—$88Target set to $88 (+21% to spot)—
MAXGoldman Sachs—$14 → $10.5Target cut to $10.5 from $14 (+0.3% to spot)—
SPHRGuggenheim—$180Target set to $180 (+75.7% to spot)—
JPMMorgan Stanley—$370 → $377Target raised to $377 from $370 (+13.7% to spot)—
WUSusquehanna—$7Target set to $7 (+14.8% to spot)—
RBLXDA Davidson—$50Target set to $50 (+0.9% to spot)—
KHCJefferies—$21Target set to $21 (-6.4% to spot)—
TWLOStifel—$325Target set to $325 (+15.4% to spot)AEI
SHOPStifel—$210Target set to $210 (+19% to spot)AW40
DTMGoldman Sachs—$121Target set to $121 (-4.4% to spot)—
KNTKGoldman Sachs—$58Target set to $58 (+4.4% to spot)—
IIPRStifel—$56.25Target set to $56.25 (+9.1% to spot)—
DPZWells Fargo—$320Target set to $320 (+8.1% to spot)—
HSYJefferies—$178Target set to $178 (+9.2% to spot)—
ENTGTruist—$190Target set to $190 (+17.9% to spot)Rubin
AMPXCanaccord—$14Target set to $14 (+63.6% to spot)—
SPTXCanaccord—$28Target set to $28 (+74.1% to spot)—
VCTRBarclays—$112 → $121Target raised to $121 from $112 (+10.4% to spot)—
VRTSBarclays—$135 → $117Target cut to $117 from $135 (-8.6% to spot)—
AMHBarclays—$36 → $35Target cut to $35 from $36 (+14.3% to spot)—
CPTBarclays—$123 → $114Target cut to $114 from $123 (+16.3% to spot)—
ELSBarclays—$69 → $66Target cut to $66 from $69 (+12% to spot)—
ESSBarclays—$297 → $285Target cut to $285 from $297 (+4.8% to spot)—
INVHBarclays—$36 → $35Target cut to $35 from $36 (+31.6% to spot)—
MAABarclays—$146 → $136Target cut to $136 from $146 (+16.8% to spot)—
VMRKBarclays—$75 → $74Target cut to $74 from $75 (+20.9% to spot)—
BMRNBarclays—$111 → $114Target raised to $114 from $111 (+109.6% to spot)—
HRLBarclays—$30 → $28Target cut to $28 from $30 (+45.8% to spot)—
INGRBarclays—$118 → $115Target cut to $115 from $118 (+18.2% to spot)—
JDBarclays—$41 → $38Target cut to $38 from $41 (+41.9% to spot)—
JPMBarclays—$420 → $425Target raised to $425 from $420 (+28.2% to spot)—
BMBLUBS—$3 → $6.05Target raised to $6.05 from $3 (+1.7% to spot)—
GOOGLUBS—$379 → $380Target raised to $380 from $379 (+7.4% to spot)AW40
TTDUBS—$16 → $15Target cut to $15 from $16 (+23.3% to spot)—
UNHBarclays—$441 → $440Target cut to $440 from $441 (+16.5% to spot)—
ACIWells Fargo—$12Target set to $12 (-5.7% to spot)—
COMPCitizens—$11Target set to $11 (+24.9% to spot)—
UTHRJefferies—$728Target set to $728 (+34% to spot)—
ATHMJefferies—$26.5Target set to $26.5 (+30.2% to spot)—
CSTMBarclays—$28Target set to $28 (+8.7% to spot)—
CENXBarclays—$40Target set to $40 (+17.1% to spot)—
AZZBarclays—$140Target set to $140 (+2.1% to spot)—
REAXMarket Outperform—$40Target set to $40 (+184.9% to spot)—
RSBarclays—$420Target set to $420 (+3.9% to spot)—
PHATJefferies—$16Target set to $16 (+128.6% to spot)—
LIIGoldman Sachs—$390Target set to $390 (+11.4% to spot)—
CARRGoldman Sachs—$61Target set to $61 (+10.8% to spot)Rubin
VYLRBNP Paribas—$75Target set to $75 (-2.5% to spot)—
DELLBarclays—$574Target set to $574 (+0.2% to spot)Rubin
HPEBarclays—$77Target set to $77 (+11.9% to spot)Rubin
KALUBarclays—$180Target set to $180 (+18.6% to spot)—

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