—

Analyst Wire — 2026-10-16

Every US sell-side action recorded on 2026-10-16 — 250 in total: 10 upgrades, 13 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 (10)

NameFirmRatingTargetCallOurs
OXYRoth CapitalNeutral → Buy$70Upgraded to Buy from Neutral · Target set to $70 (+12.4% to spot)—
SPMacquarieUnderperform → Outperform—Upgraded to Outperform from Underperform—
SPNomuraNeutral → Buy—Upgraded to Buy from Neutral—
WTRGUBSBuy → Reduce—Upgraded to Reduce from Buy—
EATRaymond JamesOutperform → Strong Buy$260Upgraded to Strong Buy from Outperform · Target set to $260 (+26.9% to spot)—
CPRIRaymond JamesOutperform → Strong Buy—Upgraded to Strong Buy from Outperform—
IDExane BNP ParibasOutperform → Neutral—Upgraded to Neutral from Outperform—
KVYOGoldman SachsNeutral → Buy$20Upgraded to Buy from Neutral · Target set to $20 (+10.6% to spot)—
GEFRaymond JamesMarket Perform → Outperform$90Upgraded to Outperform from Market Perform · Target set to $90 (+12.4% to spot)—
ASMRoth CapitalNeutral → Buy—Upgraded to Buy from Neutral—

Downgrades (13)

NameFirmRatingTargetCallOurs
ENGNCitigroupMarket Perform → Hold—Downgraded to Hold from Market Perform—
VRNSB. RileyBuy → Neutral—Downgraded to Neutral from Buy—
MDXHLake StreetBuy → Hold—Downgraded to Hold from Buy—
EFXOppenheimerOutperform → Perform—Downgraded to Perform from Outperform—
VRNSCowen & Co.Buy → Hold—Downgraded to Hold from Buy—
ERICDanske BankBuy → Hold—Downgraded to Hold from Buy—
VRNSNeedhamBuy → Hold—Downgraded to Hold from Buy—
LYGRBC CapitalOutperform → Sector Perform—Downgraded to Sector Perform from Outperform—
CNRBC CapitalSector Perform → Hold—Downgraded to Hold from Sector Perform—
FMCJefferiesReduce → Hold—Downgraded to Hold from Reduce—
FMCRBC CapitalSector Perform → Sell—Downgraded to Sell from Sector Perform—
VRNSRBC CapitalOutperform → Sector Perform—Downgraded to Sector Perform from Outperform—
KARDWilliam BlairOutperform → Neutral—Downgraded to Neutral from Outperform—

Initiations (33)

NameFirmRatingTargetCallOurs
BTCCitigroupOutperform → Neutral—Initiated to Neutral from Outperform—
BTCCowen & Co.Buy—Initiated to Buy—
FOXAMacquarieNeutral → Overweight—Initiated to Overweight from Neutral—
FOXANeedhamBuy—Initiated to Buy—
NRGCIBCOutperform—Initiated to Outperform—
CHRNCompass PointBuy$25Initiated to Buy · Target set to $25 (+55.8% to spot)—
BOOTNeedhamBuy$150Initiated to Buy · Target set to $150 (+24.4% to spot)—
URBNNeedhamBuy$100Initiated to Buy · Target set to $100 (+14.4% to spot)—
VSXYNeedhamBuy$106Initiated to Buy · Target set to $106 (+17.1% to spot)—
GAPNeedhamHold—Initiated to Hold—
KTBNeedhamHold—Initiated to Hold—
GPSNeedhamHold—Initiated to Hold—
VSCONeedhamBuy—Initiated to Buy—
EIKNH.C. WainwrightBuy$23Initiated to Buy · Target set to $23 (+205% to spot)—
HRTGRaymond JamesMarket Perform—Initiated to Market Perform—
AVAVCitigroupMarket Outperform → Buy—Initiated to Buy from Market OutperformHALO
TEOSantanderOutperform—Initiated to Outperform—
MBLYCitigroupBuy → Buy—Initiated to Buy from Buy—
ELANGoldman SachsSell → Buy—Initiated to Buy from Sell—
CONJefferiesBuy—Initiated to Buy—
BANDMorgan StanleyUnderweight → Equal-Weight—Initiated to Equal-Weight from Underweight—
WVEWilliam BlairOutperform → Outperform—Initiated to Outperform from Outperform—
RYTMWilliam BlairOutperform—Initiated to Outperform—
FTHWilliam BlairOutperform—Initiated to Outperform—
RCUSWilliam BlairOutperform—Initiated to Outperform—
PVLAWilliam BlairOutperform—Initiated to Outperform—
IDYAWilliam BlairOutperform—Initiated to Outperform—
TNGXWilliam BlairOutperform—Initiated to Outperform—
IMNMWilliam BlairOutperform—Initiated to Outperform—
CYTKWilliam BlairOutperform—Initiated to Outperform—
RVMDWilliam BlairMarket Perform → Outperform—Initiated to Outperform from Market Perform—
EWTXWilliam BlairOutperform—Initiated to Outperform—
AAPGWilliam BlairOutperform—Initiated to Outperform—

Price-target moves (194)

NameFirmRatingTargetCallOurs
TTEMizuho—$103 → $108Target raised to $108 from $103 (+18.6% to spot)—
WECBMO Capital—$109Target set to $109 (+1.2% to spot)—
UNHBernstein SocGen Group—$500Target set to $500 (+24.8% to spot)—
ELBernstein SocGen Group—$114Target set to $114 (+6.5% to spot)—
WYRBC Capital—$30 → $25Target cut to $25 from $30 (+27.1% to spot)—
EFXRBC Capital—$194 → $177Target cut to $177 from $194 (+10% to spot)—
FICORBC Capital—$1525 → $1045Target cut to $1045 from $1525 (+36.9% to spot)—
TRURBC Capital—$100 → $92Target cut to $92 from $100 (+24.8% to spot)—
VALEDeutsche Bank—$16.5 → $15Target cut to $15 from $16.5 (+13.6% to spot)—
SCHWDeutsche Bank—$130 → $125Target cut to $125 from $130 (+33.8% to spot)—
IBKRDeutsche Bank—$102 → $104Target raised to $104 from $102 (+21.5% to spot)—
FIVNUBS—$48Target set to $48 (+48.6% to spot)—
NXTJefferies—$131 → $115Target cut to $115 from $131 (+36.5% to spot)—
FHNRaymond James—$28 → $27Target cut to $27 from $28 (+16.1% to spot)—
OPKPiper Sandler—$4Target set to $4 (+146.2% to spot)—
PVLARaymond James—$226Target set to $226 (+85% to spot)—
MLMRaymond James—$660 → $640Target cut to $640 from $660 (+27.1% to spot)—
RGLDCIBC—$330 → $305Target cut to $305 from $330 (+27.3% to spot)—
VMCRaymond James—$320 → $308Target cut to $308 from $320 (+19.4% to spot)—
AEMCIBC—$285 → $239Target cut to $239 from $285 (+24.7% to spot)—
KGCCIBC—$50 → $34Target cut to $34 from $50 (+39.7% to spot)—
NEMCIBC—$170 → $154Target cut to $154 from $170 (+28.8% to spot)—
ROADRaymond James—$150 → $145Target cut to $145 from $150 (+73% to spot)—
FSLRJefferies—$199Target set to $199 (+11.6% to spot)HALO
IAGCIBC—$34 → $25Target cut to $25 from $34 (+36.7% to spot)—
PNCTD Cowen—$240Target set to $240 (+8.9% to spot)—
CHRWBMO Capital—$190 → $160Target cut to $160 from $190 (+11% to spot)—
FMCBMO Capital—$11 → $7.5Target cut to $7.5 from $11 (+25.7% to spot)—
IBKRBMO Capital—$105 → $100Target cut to $100 from $105 (+16.8% to spot)—
PAGUBS on Go-Private Agreement—$212Target set to $212 (-0.3% to spot)—
DTEBMO Capital—$134 → $139Target raised to $139 from $134 (+7.5% to spot)—
PLDBMO Capital—$150Target set to $150 (+17.7% to spot)—
SLVMRBC Capital—$46 → $35Target cut to $35 from $46 (+7.6% to spot)—
SWRBC Capital—$60 → $55Target cut to $55 from $60 (+30.8% to spot)—
RYNRBC Capital—$24 → $20Target cut to $20 from $24 (+4.5% to spot)—
LPXRBC Capital—$92 → $84Target cut to $84 from $92 (+18.8% to spot)—
VRTMorgan Stanley—$350 → $330Target cut to $330 from $350 (+57.5% to spot)Rubin
USBMorgan Stanley—$67 → $68Target raised to $68 from $67 (+15.8% to spot)—
KGSRBC Capital—$88 → $82Target cut to $82 from $88 (+72.4% to spot)—
ROKMorgan Stanley—$545 → $520Target cut to $520 from $545 (+20.3% to spot)Rubin
RXRXMorgan Stanley—$5.3 → $5.9Target raised to $5.9 from $5.3 (+56.7% to spot)—
PNCMorgan Stanley—$278 → $273Target cut to $273 from $278 (+24.4% to spot)—
OMFRBC Capital—$73 → $71Target cut to $71 from $73 (+25.3% to spot)—
PNCRBC Capital—$273 → $250Target cut to $250 from $273 (+14.2% to spot)—
ICLMorgan Stanley—$5.75 → $5.45Target cut to $5.45 from $5.75 (+9.9% to spot)—
HUBBMorgan Stanley—$575 → $600Target raised to $600 from $575 (+28.6% to spot)—
USBRBC Capital—$68 → $65Target cut to $65 from $68 (+10.8% to spot)—
FPSMorgan Stanley—$51 → $45Target cut to $45 from $51 (+42.8% to spot)—
JBHTStephens—$330 → $325Target cut to $325 from $330 (+38.9% to spot)—
EQBKStephens—$60Target set to $60 (+26.2% to spot)—
FHNMorgan Stanley—$30 → $31Target raised to $31 from $30 (+34.4% to spot)—
JBHTMorgan Stanley—$200 → $195Target cut to $195 from $200 (-16.6% to spot)—
EQBKDA Davidson—$51 → $50Target cut to $50 from $51 (+5.1% to spot)—
STEPMorgan Stanley—$63 → $61Target cut to $61 from $63 (+40.8% to spot)—
KKRMorgan Stanley—$147 → $138Target cut to $138 from $147 (+55.1% to spot)—
HLNEMorgan Stanley—$123 → $118Target cut to $118 from $123 (+39.1% to spot)—
CGMorgan Stanley—$57 → $51Target cut to $51 from $57 (+36.7% to spot)—
BXMorgan Stanley—$184 → $165Target cut to $165 from $184 (+50.2% to spot)—
BAMMorgan Stanley—$56 → $54Target cut to $54 from $56 (+16.4% to spot)—
BNYMorgan Stanley—$151 → $152Target raised to $152 from $151 (+5.5% to spot)—
ARESMorgan Stanley—$160 → $149Target cut to $149 from $160 (+30% to spot)—
ONCMorgan Stanley—$405 → $425Target raised to $425 from $405 (+15.5% to spot)—
KEELCantor Fitzgerald—$5 → $4Target cut to $4 from $5 (+62.3% to spot)—
FISVCantor Fitzgerald—$53 → $48Target cut to $48 from $53 (+1.1% to spot)—
FISCantor Fitzgerald—$50 → $45Target cut to $45 from $50 (+25.2% to spot)—
OCWells Fargo—$150 → $125Target cut to $125 from $150 (+9.9% to spot)—
BLDRWells Fargo—$63 → $55Target cut to $55 from $63 (+2.5% to spot)—
IBPWells Fargo—$240 → $195Target cut to $195 from $240 (+3.8% to spot)—
POOLWells Fargo—$185 → $165Target cut to $165 from $185 (-2.4% to spot)—
QXOWells Fargo—$16 → $15Target cut to $15 from $16 (+34.2% to spot)—
DHIWells Fargo—$145 → $140Target cut to $140 from $145 (+0.3% to spot)—
KBHWells Fargo—$50 → $42Target cut to $42 from $50 (-3.8% to spot)—
SDHCWells Fargo—$14 → $10Target cut to $10 from $14 (-4.3% to spot)—
CMGRaymond James—$42.5 → $37Target cut to $37 from $42.5 (+21.1% to spot)HALO
TXTMorgan Stanley—$98 → $86Target cut to $86 from $98 (+14.4% to spot)—
HEIMorgan Stanley—$365 → $345Target cut to $345 from $365 (+11.8% to spot)—
FWRGRaymond James—$20 → $18Target cut to $18 from $20 (+45.6% to spot)—
LOARMorgan Stanley—$82 → $72Target cut to $72 from $82 (+14.8% to spot)—
TDGMorgan Stanley—$1400 → $1300Target cut to $1300 from $1400 (+14.6% to spot)—
FTAIMorgan Stanley—$360 → $310Target cut to $310 from $360 (+83.9% to spot)—
PLMorgan Stanley—$35 → $19Target cut to $19 from $35 (+30.7% to spot)—
DRSMorgan Stanley—$47 → $44Target cut to $44 from $47 (+24% to spot)—
CWMorgan Stanley—$860 → $625Target cut to $625 from $860 (+24.6% to spot)—
MANBaird—$72 → $65Target cut to $65 from $72 (+48.6% to spot)—
VOYGMorgan Stanley—$37 → $36Target cut to $36 from $37 (+34.5% to spot)—
DPCMorgan Stanley—$59 → $43Target cut to $43 from $59 (+35.3% to spot)—
JBHTJPMorgan—$283Target set to $283 (+20.3% to spot)—
FISCantor Fitzgerald on Estimate Changes—$45Target set to $45 (+24.6% to spot)—
SMTCStifel—$220 → $200Target cut to $200 from $220 (+38.7% to spot)—
THCGuggenheim—$283 → $307Target raised to $307 from $283 (+11.6% to spot)—
ALKSTruist—$55Target set to $55 (+37.2% to spot)—
BETruist—$218 → $240Target raised to $240 from $218 (+1.6% to spot)Rubin
CNXTruist—$35 → $34Target cut to $34 from $35 (-1.8% to spot)—
CRWDKeyBanc—$245 → $265Target raised to $265 from $245 (+8.4% to spot)AEI
BNYTruist—$172 → $165Target cut to $165 from $172 (+16.1% to spot)—
OPKBarrington—$2.25Target set to $2.25 (+39.8% to spot)—
ETORKeyBanc—$45 → $40Target cut to $40 from $45 (+60.7% to spot)—
HNGEKeyBanc—$125 → $140Target raised to $140 from $125 (+33.4% to spot)—
WAYKeyBanc—$30 → $35Target raised to $35 from $30 (+23.9% to spot)—
BLDROppenheimer—$90 → $78Target cut to $78 from $90 (+45.3% to spot)—
AWKUBS—$162 → $153Target cut to $153 from $162 (+15% to spot)—
PNCOppenheimer—$263 → $269Target raised to $269 from $263 (+25.2% to spot)—
NOWPiper Sandler—$140 → $175Target raised to $175 from $140 (+17.8% to spot)AW40
BSVNPiper Sandler—$61 → $69Target raised to $69 from $61 (+24.3% to spot)—
EQBKPiper Sandler—$52 → $53Target raised to $53 from $52 (+13.5% to spot)—
MCKUBS—$1080 → $1200Target raised to $1200 from $1080 (+20.2% to spot)—
CAHUBS—$280 → $295Target raised to $295 from $280 (+16.3% to spot)—
JBHTUBS—$264 → $273Target raised to $273 from $264 (+16% to spot)—
MANUBS—$56 → $48Target cut to $48 from $56 (+9.7% to spot)—
MRSHWells Fargo—$183 → $197Target raised to $197 from $183 (+5.6% to spot)—
ASHWells Fargo—$70 → $75Target raised to $75 from $70 (+4.8% to spot)—
EMNWells Fargo—$80 → $68Target cut to $68 from $80 (+6.5% to spot)—
FWONKSusquehanna—$114 → $110Target cut to $110 from $114 (+21.1% to spot)—
JNJWells Fargo—$275 → $287Target raised to $287 from $275 (+13.3% to spot)—
MGPIRoth Capital—$32 → $30Target cut to $30 from $32 (+94.8% to spot)—
ALKUBS—$54 → $51Target cut to $51 from $54 (+39.7% to spot)—
LUVUBS—$53 → $52Target cut to $52 from $53 (+27.4% to spot)—
CORUBS—$430 → $400Target cut to $400 from $430 (+17.2% to spot)—
CUBEUBS—$43 → $38Target cut to $38 from $43 (-1.5% to spot)—
EXRUBS—$163 → $152Target cut to $152 from $163 (+10.4% to spot)—
PSAUBS—$326 → $294Target cut to $294 from $326 (-0.5% to spot)—
VRNSWedbush—$46 → $49.75Target raised to $49.75 from $46 (+5.1% to spot)—
TKOSusquehanna—$235 → $224Target cut to $224 from $235 (+27.3% to spot)—
SCHWUBS—$113 → $109Target cut to $109 from $113 (+15.8% to spot)—
NFLXWedbush—$105 → $90Target cut to $90 from $105 (+23.9% to spot)AW40
QMLSCompass Point—$9Target set to $9 (+120.6% to spot)—
SMTCNorthland—$186Target set to $186 (+29% to spot)—
VSECMorgan Stanley—$245 → $215Target cut to $215 from $245 (+33.1% to spot)—
JOBYMorgan Stanley—$13 → $10Target cut to $10 from $13 (+107.9% to spot)—
FUNUBS—$27 → $18Target cut to $18 from $27 (+110.5% to spot)—
ESLTMorgan Stanley—$845 → $850Target raised to $850 from $845 (+14.6% to spot)—
BAMorgan Stanley—$250 → $225Target cut to $225 from $250 (+19.2% to spot)—
AADXMorgan Stanley—$24 → $16Target cut to $16 from $24 (+41% to spot)—
CMCWells Fargo—$68 → $70Target raised to $70 from $68 (+7.1% to spot)—
VRNSWells Fargo—$49.75Target set to $49.75 (+5.1% to spot)—
SCHWWells Fargo—$105 → $103Target cut to $103 from $105 (+9.4% to spot)—
JBHTWells Fargo—$305 → $285Target cut to $285 from $305 (+21.1% to spot)—
SMTCMorgan Stanley—$205Target set to $205 (+42.2% to spot)—
TPRRaymond James—$165 → $140Target cut to $140 from $165 (+16.9% to spot)—
DECKRaymond James—$120 → $105Target cut to $105 from $120 (+21.3% to spot)HALO
BIRKRaymond James—$52 → $42Target cut to $42 from $52 (+17% to spot)HALO
MANJefferies—$47Target set to $47 (+7.5% to spot)—
WDCWells Fargo—$730 → $450Target cut to $450 from $730 (+26.2% to spot)Rubin
STXWells Fargo—$1180 → $865Target cut to $865 from $1180 (+25.2% to spot)—
NRIXH.C. Wainwright—$34 → $36Target raised to $36 from $34 (+44.3% to spot)—
SKYDBernstein—$12 → $6Target cut to $6 from $12 (-17.4% to spot)—
FOXABofA—$85Target set to $85 (+32.9% to spot)—
UNHBernstein—$512 → $500Target cut to $500 from $512 (+22.9% to spot)—
WSCUBS—$18Target set to $18 (+9.9% to spot)—
TWLOBTIG—$315Target set to $315 (+15.2% to spot)AEI
SPGIJefferies—$490Target set to $490 (+15.3% to spot)—
SPCXEvercore ISI—$230 → $275Target raised to $275 from $230 (+85% to spot)Rubin · AEI
SOBarclays—$101 → $92Target cut to $92 from $101 (+3.2% to spot)—
SCHWBarclays—$118 → $115Target cut to $115 from $118 (+22.1% to spot)—
TSMBarclays—$665 → $670Target raised to $670 from $665 (+58.7% to spot)Rubin
MOSBarclays—$26 → $22Target cut to $22 from $26 (+16.1% to spot)—
IBKRBarclays—$115 → $117Target raised to $117 from $115 (+36% to spot)—
NFLXBMO CapitalMember Login—$125Target set to $125 (+72.2% to spot)AW40
DTEBarclays—$154 → $135Target cut to $135 from $154 (+5.2% to spot)—
SCHWGoldman Sachs—$117Target set to $117 (+24.3% to spot)—
MARBarclays—$348 → $363Target raised to $363 from $348 (-5.9% to spot)—
HBarclays—$201 → $202Target raised to $202 from $201 (+19.6% to spot)—
HLTBarclays—$368 → $384Target raised to $384 from $368 (+12% to spot)—
CHHBarclays—$102 → $103Target raised to $103 from $102 (-3.7% to spot)—
CCCBarclays—$8 → $7.75Target cut to $7.75 from $8 (+1.6% to spot)—
SJMBarclays—$145 → $137Target cut to $137 from $145 (+8.8% to spot)—
HSYBarclays—$200 → $178Target cut to $178 from $200 (+5.5% to spot)—
KOBarclays—$93 → $98Target raised to $98 from $93 (+6.5% to spot)—
PRMBBarclays—$29 → $26Target cut to $26 from $29 (+37% to spot)—
POSTBarclays—$95 → $88Target cut to $88 from $95 (+13.7% to spot)—
OTLYBarclays—$14 → $13Target cut to $13 from $14 (+16.4% to spot)—
TAPBarclays—$41 → $36Target cut to $36 from $41 (-7.8% to spot)—
IFFBarclays—$96 → $105Target raised to $105 from $96 (+16.3% to spot)—
CCEPBarclays—$119 → $112Target cut to $112 from $119 (+2% to spot)—
CLXBarclays—$84 → $80Target cut to $80 from $84 (-7.2% to spot)—
CHDBarclays—$86 → $83Target cut to $83 from $86 (-19.5% to spot)—
BRBRBarclays—$14 → $12Target cut to $12 from $14 (+33.5% to spot)—
BGSBarclays—$4.5 → $3Target cut to $3 from $4.5 (+24% to spot)—
CCCTruist—$7.75Target set to $7.75 (+1.6% to spot)—
TEOGrupo Santander—$22Target set to $22 (+76.1% to spot)—
MCOJefferies—$560Target set to $560 (+15.8% to spot)—
MLCOTexas Capital—$5.5Target set to $5.5 (+27.3% to spot)—
ZETAGoldman Sachs—$45Target set to $45 (+34% to spot)—
ZTSGoldman Sachs—$74Target set to $74 (-5.6% to spot)—
VRNSJefferies—$49.75Target set to $49.75 (+5.1% to spot)—
IDXXGoldman Sachs—$740Target set to $740 (+35.2% to spot)HALO
IRTCPiper Sandler—$160Target set to $160 (+46.3% to spot)—
CACIMacquarie—$780Target set to $780 (+27.6% to spot)—
LUNRMacquarie—$25Target set to $25 (+116.1% to spot)—
FTAIMacquarie—$305Target set to $305 (+80.9% to spot)—
KTOSMacquarie—$70Target set to $70 (+71.8% to spot)HALO
KRMNMacquarie—$65Target set to $65 (+91.7% to spot)—
AVAVMacquarie—$210Target set to $210 (+70.4% to spot)HALO
BCIBC—$49Target set to $49 (+20.8% to spot)—

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