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Analyst Wire — 2026-10-15

Every US sell-side action recorded on 2026-10-15 — 106 in total: 1 upgrades, 2 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 (1)

NameFirmRatingTargetCallOurs
TXRHBarclaysCautious → Overweight—Upgraded to Overweight from Cautious—

Downgrades (2)

NameFirmRatingTargetCallOurs
WDAYKeyBancOverweight → Sector Weight—Downgraded to Sector Weight from OverweightAW40
TXRHUBSBuy → Neutral—Downgraded to Neutral from Buy—

Initiations (5)

NameFirmRatingTargetCallOurs
TLNCIBCOutperform—Initiated to Outperform—
VSTCIBCOutperform—Initiated to Outperform—
CEGCIBCOutperform—Initiated to Outperform—
NRXPWolfe ResearchOutperform—Initiated to Outperform—
NWEJefferiesBuy—Initiated to Buy—

Price-target moves (98)

NameFirmRatingTargetCallOurs
QTWOStephens—$74Target set to $74 (+19% to spot)—
COSTTigress Financial—$1065 → $1250Target raised to $1250 from $1065 (+27.8% to spot)HALO
MANGoldman Sachs—$57 → $50Target cut to $50 from $57 (+14.3% to spot)—
VRNSDA Davidson—$49.75Target set to $49.75 (+5.1% to spot)—
KOFGoldman Sachs—$131 → $123Target cut to $123 from $131 (+6.3% to spot)—
VRNSPiper Sandler—$49.75Target set to $49.75 (+5.1% to spot)—
SUNSAlliance Global—$10 → $9Target cut to $9 from $10 (+39.3% to spot)—
CCCJefferies—$7.75Target set to $7.75 (+1.6% to spot)—
FMCMizuho—$12 → $10Target cut to $10 from $12 (+86.7% to spot)—
DTMJefferies—$145 → $150Target raised to $150 from $145 (+26% to spot)—
FSVCIBC—$175 → $170Target cut to $170 from $175 (+26.4% to spot)—
TRGPScotiabank—$314 → $319Target raised to $319 from $314 (+12.7% to spot)—
PAAScotiabank—$27 → $28Target raised to $28 from $27 (+11.4% to spot)—
OKEScotiabank—$95 → $96Target raised to $96 from $95 (+5.4% to spot)—
KNTKScotiabank—$58 → $59Target raised to $59 from $58 (+10.3% to spot)—
DTMScotiabank—$168 → $165Target cut to $165 from $168 (+40% to spot)—
FMCBarclays—$9 → $4Target cut to $4 from $9 (-25.5% to spot)—
WCNScotiabank—$197 → $193Target cut to $193 from $197 (+19% to spot)HALO
RSGScotiabank—$242 → $236Target cut to $236 from $242 (+2.9% to spot)—
GFLScotiabank—$57 → $55Target cut to $55 from $57 (+25.9% to spot)—
NJRRaymond James—$62 → $61Target cut to $61 from $62 (+18.5% to spot)—
SAIARaymond James—$457 → $410Target cut to $410 from $457 (+21% to spot)—
PALRaymond James—$12 → $9Target cut to $9 from $12 (+179.9% to spot)—
FDXFRaymond James—$180 → $165Target cut to $165 from $180 (+48.8% to spot)—
UNPRaymond James—$363 → $350Target cut to $350 from $363 (+21.4% to spot)—
CSXRaymond James—$56 → $53Target cut to $53 from $56 (+9.1% to spot)—
XPORaymond James—$225 → $205Target cut to $205 from $225 (+10.1% to spot)—
CHRWRaymond James—$192 → $170Target cut to $170 from $192 (+20.2% to spot)—
KWRRBC Capital—$198 → $202Target raised to $202 from $198 (+26.4% to spot)—
QRBC Capital—$189 → $160Target cut to $160 from $189 (+36.4% to spot)Rubin
LINRBC Capital—$553 → $549Target cut to $549 from $553 (+10.6% to spot)Rubin · HALO
AXONRaymond James—$800 → $675Target cut to $675 from $800 (+67.5% to spot)HALO
EAFRBC Capital—$7 → $8Target raised to $8 from $7 (+5.8% to spot)—
FMCRBC Capital—$11 → $9Target cut to $9 from $11 (+65.3% to spot)—
ETONCraig-Hallum—$76 → $78Target raised to $78 from $76 (+42.9% to spot)—
DDRBC Capital—$176 → $160Target cut to $160 from $176 (+23.2% to spot)—
ALBRBC Capital—$157 → $129Target cut to $129 from $157 (+32% to spot)HALO
APDRBC Capital—$360 → $346Target cut to $346 from $360 (+17% to spot)—
XYZUBS—$98 → $96Target cut to $96 from $98 (+22.4% to spot)—
YETIUBS—$51 → $44Target cut to $44 from $51 (+4.5% to spot)—
WINGUBS—$160 → $140Target cut to $140 from $160 (+9.1% to spot)—
HSYUBS—$198 → $178Target cut to $178 from $198 (+6% to spot)—
STTTruist—$190 → $171Target cut to $171 from $190 (+3.4% to spot)—
EPCUBS—$32 → $30Target cut to $30 from $32 (+4.3% to spot)—
ENRUBS—$23 → $22Target cut to $22 from $23 (-1% to spot)—
DECKUBS—$161 → $140Target cut to $140 from $161 (+62.2% to spot)HALO
CLXUBS—$105 → $91Target cut to $91 from $105 (+4.6% to spot)—
CLUBS—$109 → $106Target cut to $106 from $109 (+12.6% to spot)—
CHDUBS—$107 → $106Target cut to $106 from $107 (+1.6% to spot)—
CELHUBS—$44 → $38Target cut to $38 from $44 (+36.9% to spot)HALO
BRBRUBS—$13.5 → $9.5Target cut to $9.5 from $13.5 (+5.4% to spot)—
OXYTruist—$63 → $64Target raised to $64 from $63 (+5.5% to spot)—
FTNTUBS—$180 → $200Target raised to $200 from $180 (+11% to spot)AEI
ELFUBS—$89 → $116Target raised to $116 from $89 (+2.5% to spot)HALO
MGYUBS—$34 → $35Target raised to $35 from $34 (+42.2% to spot)—
CHKPUBS—$135 → $145Target raised to $145 from $135 (+4.8% to spot)—
ACNUBS—$275 → $278Target raised to $278 from $275 (+22.3% to spot)—
ACIUBS—$12 → $13Target raised to $13 from $12 (-2.8% to spot)—
PINETruist—$20 → $19Target cut to $19 from $20 (+6.1% to spot)—
GDRBC Capital—$360Target set to $360 (+6.7% to spot)—
NBHCPiper Sandler—$49 → $45Target cut to $45 from $49 (+19.5% to spot)—
VFCWilliams Trading—$22Target set to $22 (+31.7% to spot)—
STTRBC Capital—$196 → $175Target cut to $175 from $196 (+7.4% to spot)—
CVNAMorgan Stanley—$90 → $88Target cut to $88 from $90 (+48.6% to spot)—
ARMorgan Stanley—$49 → $51Target raised to $51 from $49 (+40.5% to spot)—
DARStephens—$80Target set to $80 (+29.2% to spot)—
CLHBMO Capital—$362 → $364Target raised to $364 from $362 (+13.9% to spot)HALO
RSGBMO Capital—$250 → $244Target cut to $244 from $250 (+6.1% to spot)—
AMATEvercore ISI—$700 → $590Target cut to $590 from $700 (+39.5% to spot)Rubin
CHRDMorgan Stanley—$169 → $178Target raised to $178 from $169 (+22.8% to spot)—
MABMO Capital—$630 → $665Target raised to $665 from $630 (+8.6% to spot)—
CLXMorgan Stanley—$97 → $87Target cut to $87 from $97 (-0.4% to spot)—
JNJBernstein SocGen Group—$270Target set to $270 (+3.9% to spot)—
VBMO Capital—$405 → $425Target raised to $425 from $405 (+6.9% to spot)—
CRKMorgan Stanley—$15 → $13Target cut to $13 from $15 (-3.8% to spot)—
COPMorgan Stanley—$151 → $159Target raised to $159 from $151 (+12.5% to spot)—
DVNMorgan Stanley—$63 → $65Target raised to $65 from $63 (+32.2% to spot)—
PGRBMO Capital—$221 → $216Target cut to $216 from $221 (-1.1% to spot)—
FANGMorgan Stanley—$216 → $222Target raised to $222 from $216 (+13.6% to spot)—
ELFMorgan Stanley—$90 → $103Target raised to $103 from $90 (-7.4% to spot)HALO
VSTMAlliance Global—$18 → $22Target raised to $22 from $18 (+173.3% to spot)—
MGAMorgan Stanley—$69 → $68Target cut to $68 from $69 (+3.4% to spot)—
HONARBC Capital—$250 → $210Target cut to $210 from $250 (+31.7% to spot)—
OXYMorgan Stanley—$69 → $71Target raised to $71 from $69 (+15.9% to spot)—
ODDMorgan Stanley—$16.5 → $18.5Target raised to $18.5 from $16.5 (-16.4% to spot)—
TRGPJefferies—$345 → $326Target cut to $326 from $345 (+16.2% to spot)—
OVVMorgan Stanley—$67 → $71Target raised to $71 from $67 (+7.5% to spot)—
PRMorgan Stanley—$25 → $27Target raised to $27 from $25 (+14.4% to spot)—
RTXRBC Capital—$250 → $235Target cut to $235 from $250 (+25.8% to spot)—
BARBC Capital—$265 → $235Target cut to $235 from $265 (+27.4% to spot)—
QSMorgan Stanley—$8.5 → $4.5Target cut to $4.5 from $8.5 (+16% to spot)—
RRCMorgan Stanley—$43 → $45Target raised to $45 from $43 (+9% to spot)—
VNOMMorgan Stanley—$46 → $47Target raised to $47 from $46 (+8% to spot)—
LNGScotiabank—$312 → $311Target cut to $311 from $312 (+11.6% to spot)—
DDOGMizuho—$300 → $330Target raised to $330 from $300 (+22.5% to spot)AEI
CRWVMizuho—$115 → $88Target cut to $88 from $115 (+33.8% to spot)AEI
CVLTMizuho—$175 → $185Target raised to $185 from $175 (+19.9% to spot)—
CHKPMizuho—$135 → $145Target raised to $145 from $135 (+8.1% to spot)—

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