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Analyst Wire — 2026-10-19

Every US sell-side action recorded on 2026-10-19 — 224 in total: 14 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 (14)

NameFirmRatingTargetCallOurs
TSLABarclaysNegative → Outperform—Upgraded to Outperform from Negative—
CRWVBernsteinUnderperform → Perform—Upgraded to Perform from UnderperformAEI
INTCBernsteinMarket Perform → Outperform—Upgraded to Outperform from Market PerformRubin
INTCSusquehannaNeutral → Positive—Upgraded to Positive from NeutralRubin
AUCLSAOutperform → Hold—Upgraded to Hold from Outperform—
DOWBank of America SecuritiesBuy → Neutral—Upgraded to Neutral from Buy—
MTCHEvercore ISICautious → Outperform—Upgraded to Outperform from Cautious—
BYDSusquehannaNeutral → Positive$83Upgraded to Positive from Neutral · Target set to $83 (+18.5% to spot)—
CRWVGoldman SachsSell → Buy—Upgraded to Buy from SellAEI
VALEScotiabankSector Perform → Outperform—Upgraded to Outperform from Sector Perform—
GPNKeyBancSector Weight → Overweight—Upgraded to Overweight from Sector Weight—
JBLUUBSSell → Neutral$3.5Upgraded to Neutral from Sell · Target set to $3.5 (+19.5% to spot)—
BYDMorgan StanleyMixed → Overweight—Upgraded to Overweight from Mixed—
DDOGBernsteinMarket Perform → Outperform—Upgraded to Outperform from Market PerformAEI

Downgrades (13)

NameFirmRatingTargetCallOurs
SLNJefferiesBuy → Hold—Downgraded to Hold from Buy—
EYPTJefferiesBuy → Hold$1Downgraded to Hold from Buy · Target set to $1 (+136.5% to spot)—
SLNWilliam BlairOutperform → Market Perform—Downgraded to Market Perform from Outperform—
EYPTGuggenheimBuy → Neutral—Downgraded to Neutral from Buy—
TEAMKeyBancOverweight → Underperform$185 → $235Downgraded to Underperform from Overweight · Target raised to $235 from $185 (+12.6% to spot)AW40
AMPBank of America SecuritiesBuy → Reduce—Downgraded to Reduce from Buy—
VYLRVertical ResearchBuy → Hold—Downgraded to Hold from Buy—
CNIRaymond JamesOutperform → Market Perform—Downgraded to Market Perform from Outperform—
GLBEBank of America SecuritiesBuy → Underperform—Downgraded to Underperform from Buy—
KTOSJefferiesBuy → Negative—Downgraded to Negative from Buy—
JPMorgan StanleyOverweight → Underweight—Downgraded to Underweight from Overweight—
NMRKPiper SandlerOverweight → Neutral—Downgraded to Neutral from Overweight—
VLRSSantanderOutperform → Neutral—Downgraded to Neutral from Outperform—

Initiations (7)

NameFirmRatingTargetCallOurs
INTCGoldman SachsNeutral → Neutral—Initiated to Neutral from NeutralRubin
INTCCitigroupBuy → Outperform—Initiated to Outperform from BuyRubin
HDRNH.C. WainwrightBuy—Initiated to Buy—
SMRBTIGNeutral → Neutral—Initiated to Neutral from Neutral—
NWCLBTIGNeutral—Initiated to Neutral—
RSIMorgan StanleyNegative—Initiated to Negative—
REZICitigroupMarket Outperform—Initiated to Market Outperform—

Price-target moves (190)

NameFirmRatingTargetCallOurs
IRONTruist—$83 → $115Target raised to $115 from $83 (+49.7% to spot)—
CDNLTruist—$40 → $30Target cut to $30 from $40 (+96.5% to spot)—
CHRDRoth Capital—$145 → $165Target raised to $165 from $145 (+6.9% to spot)—
NFLXSeaport Research—$102 → $90Target cut to $90 from $102 (+29.3% to spot)AW40
OVVScotiabank—$75 → $80Target raised to $80 from $75 (+15% to spot)—
IRONBMO Capital—$100 → $120Target raised to $120 from $100 (+56.7% to spot)—
MEOHCIBC—$71 → $77Target raised to $77 from $71 (+18.5% to spot)—
NIMCBMO Capital—$48Target set to $48 (-51.9% to spot)—
CMCBMO Capital—$75 → $73Target cut to $73 from $75 (+12.9% to spot)—
GUTSCraig-Hallum—$48 → $5Target cut to $5 from $48 (+244.8% to spot)—
VRSNWedbush—$341 → $351Target raised to $351 from $341 (+15.3% to spot)—
CNPBMO Capital—$48 → $45Target cut to $45 from $48 (+12.8% to spot)—
MANBMO Capital—$63 → $58Target cut to $58 from $63 (+39.6% to spot)—
DGXUBS—$245 → $250Target raised to $250 from $245 (+6.8% to spot)—
PGRUBS—$234 → $238Target raised to $238 from $234 (+9.3% to spot)—
VFCUBS—$16 → $17Target raised to $17 from $16 (-0.1% to spot)—
BLKBMO Capital—$1300 → $1350Target raised to $1350 from $1300 (+19.6% to spot)—
WAFDDA Davidson—$31Target set to $31 (+8.8% to spot)—
LRCXDeutsche Bank—$320 → $375Target raised to $375 from $320 (+35.2% to spot)Rubin
PARRRaymond James—$104 → $117Target raised to $117 from $104 (+38.7% to spot)—
PSXRaymond James—$300 → $335Target raised to $335 from $300 (+14% to spot)—
VLORaymond James—$450 → $530Target raised to $530 from $450 (+20.5% to spot)—
CLXDeutsche Bank—$98 → $95Target cut to $95 from $98 (+12% to spot)—
LNGRaymond James—$335 → $340Target raised to $340 from $335 (+18.1% to spot)—
PRMBDeutsche Bank—$25 → $21Target cut to $21 from $25 (+5.7% to spot)—
LBRaymond James—$90 → $91Target raised to $91 from $90 (+12.6% to spot)—
PAARaymond James—$27 → $28Target raised to $28 from $27 (+10.9% to spot)—
PAGPRaymond James—$29 → $30Target raised to $30 from $29 (+10% to spot)—
ANROH.C. Wainwright—$55 → $60Target raised to $60 from $55 (+161.8% to spot)—
CCIBMO Capital—$93Target set to $93 (+14.8% to spot)—
ARQTGuggenheim—$38 → $44Target raised to $44 from $38 (+42% to spot)—
TEAMGuggenheim—$165 → $280Target raised to $280 from $165 (+32.9% to spot)AW40
NRGJefferies—$160 → $131Target cut to $131 from $160 (+32% to spot)—
NRGSeaport Research—$190 → $160Target cut to $160 from $190 (+61.2% to spot)—
AEPBMO Capital—$139 → $135Target cut to $135 from $139 (+7% to spot)—
GRABBarclays—$5 → $4Target cut to $4 from $5 (+39.6% to spot)—
NIBMO Capital—$45 → $48Target raised to $48 from $45 (+13% to spot)—
CMSBMO Capital—$73 → $76Target raised to $76 from $73 (+11.3% to spot)—
CFGRBC Capital—$79 → $74Target cut to $74 from $79 (+17.1% to spot)—
CFGMorgan Stanley—$89 → $87Target cut to $87 from $89 (+38% to spot)—
MTBRBC Capital—$255 → $245Target cut to $245 from $255 (+15.2% to spot)—
RFRBC Capital—$34 → $32Target cut to $32 from $34 (+16.3% to spot)—
TFCRBC Capital—$53 → $51Target cut to $51 from $53 (+9% to spot)—
WIXCantor Fitzgerald—$80 → $90Target raised to $90 from $80 (+22.3% to spot)—
TRIPCantor Fitzgerald—$9 → $8Target cut to $8 from $9 (-12.9% to spot)—
LFTOCantor Fitzgerald—$32 → $22Target cut to $22 from $32 (+37.9% to spot)—
SFMGoldman Sachs—$107 → $94Target cut to $94 from $107 (+45.4% to spot)HALO
ELGoldman Sachs—$116 → $124Target raised to $124 from $116 (+18.5% to spot)—
MNKDChardan—$10Target set to $10 (+220% to spot)—
AMZNMorgan Stanley—$350Target set to $350 (+36.3% to spot)AW40
MRKGoldman Sachs—$160 → $155Target cut to $155 from $160 (+6% to spot)—
JBHTGoldman Sachs—$250 → $252Target raised to $252 from $250 (+11.6% to spot)—
GOOGLKeyBanc—$435 → $410Target cut to $410 from $435 (+19.3% to spot)AW40
ROLCanaccord—$36Target set to $36 (+9.7% to spot)—
WYNNWells Fargo—$131 → $125Target cut to $125 from $131 (+65.3% to spot)—
MSFTBernstein—$660 → $662Target raised to $662 from $660 (+25.1% to spot)AW40
ROLBernstein—$42 → $35Target cut to $35 from $42 (+4.6% to spot)—
SFNCBaird—$24 → $25Target raised to $25 from $24 (+13.3% to spot)—
PNCTruist—$252 → $248Target cut to $248 from $252 (+14.1% to spot)—
ESABStifel—$132 → $114Target cut to $114 from $132 (+74.4% to spot)—
IEXStifel—$268 → $267Target cut to $267 from $268 (+13.4% to spot)—
IRStifel—$101 → $93Target cut to $93 from $101 (+19.6% to spot)—
ITTStifel—$265 → $256Target cut to $256 from $265 (+29% to spot)—
LECOStifel—$275 → $271Target cut to $271 from $275 (+3.4% to spot)—
MAIRStifel—$41 → $35Target cut to $35 from $41 (+50% to spot)—
RVMDTruist—$240 → $241Target raised to $241 from $240 (+35.4% to spot)—
PHStifel—$1075 → $1002Target cut to $1002 from $1075 (+4% to spot)—
THRMStifel—$59 → $48Target cut to $48 from $59 (+65.3% to spot)—
HALPiper Sandler—$43 → $42Target cut to $42 from $43 (+25.4% to spot)—
VLTOStifel—$114 → $113Target cut to $113 from $114 (+11.8% to spot)—
EPRTMizuho—$30 → $29Target cut to $29 from $30 (+11.2% to spot)—
LBRTPiper Sandler—$30 → $29Target cut to $29 from $30 (+74.7% to spot)—
VMIStifel—$678 → $623Target cut to $623 from $678 (+40.1% to spot)—
SLBPiper Sandler—$64 → $63Target cut to $63 from $64 (+27.3% to spot)—
OMizuho—$170 → $187Target raised to $187 from $170 (+233.5% to spot)—
WTSStifel—$447 → $445Target cut to $445 from $447 (+24.8% to spot)—
XYLStifel—$160 → $141Target cut to $141 from $160 (+35.5% to spot)HALO
EFXMizuho—$210 → $185Target cut to $185 from $210 (+14.7% to spot)—
FICOMizuho—$1344 → $1063Target cut to $1063 from $1344 (+37.8% to spot)—
TRUMizuho—$77 → $74Target cut to $74 from $77 (-0.1% to spot)—
MRSHMizuho—$190 → $200Target raised to $200 from $190 (+6.2% to spot)—
TOSTTruist—$39 → $38Target cut to $38 from $39 (+20.2% to spot)HALO · AW40
MTDRMizuho—$77 → $71Target cut to $71 from $77 (+23.4% to spot)—
PEBStifel—$21.25 → $22Target raised to $22 from $21.25 (+12.9% to spot)—
CWHNorthcoast—$14 → $11Target cut to $11 from $14 (+143.9% to spot)—
TSCOTruist—$32 → $33Target raised to $33 from $32 (-0.5% to spot)—
COTYJefferies—$2.4 → $2.95Target raised to $2.95 from $2.4 (-7.8% to spot)—
BAMPiper Sandler—$50 → $49Target cut to $49 from $50 (+8.1% to spot)—
SKINJefferies after reverse split—$11Target set to $11 (+4.2% to spot)—
ELJefferies—$100 → $120Target raised to $120 from $100 (+14.8% to spot)—
BXPiper Sandler—$130 → $125Target cut to $125 from $130 (+17.2% to spot)—
EARNPiper Sandler—$5 → $4.5Target cut to $4.5 from $5 (+30.1% to spot)—
GCMGPiper Sandler—$16 → $14.5Target cut to $14.5 from $16 (+15.4% to spot)—
RFStephens—$32 → $30Target cut to $30 from $32 (+9.3% to spot)—
KKRPiper Sandler—$128 → $121Target cut to $121 from $128 (+40.4% to spot)—
FOXFRoth Capital—$20 → $17Target cut to $17 from $20 (+6% to spot)—
ILMNCanaccord—$205 → $300Target raised to $300 from $205 (+14.3% to spot)HALO
NOWStoneX—$130 → $165Target raised to $165 from $130 (+16.2% to spot)AW40
NTRACanaccord—$375 → $500Target raised to $500 from $375 (+27.1% to spot)HALO
RGENCanaccord—$145 → $180Target raised to $180 from $145 (+2.6% to spot)—
XGNCanaccord—$9 → $11Target raised to $11 from $9 (+42.5% to spot)—
TSCOPiper Sandler—$31 → $33Target raised to $33 from $31 (-0.5% to spot)—
OKLOPiper Sandler—$55 → $49Target cut to $49 from $55 (+75.2% to spot)—
XEPiper Sandler—$9 → $8Target cut to $8 from $9 (-22.8% to spot)—
FFINPiper Sandler—$35 → $33Target cut to $33 from $35 (+8.3% to spot)—
BBIOPiper Sandler—$115 → $120Target raised to $120 from $115 (+80.8% to spot)—
LENZPiper Sandler—$7 → $5Target cut to $5 from $7 (+52.9% to spot)—
REGNPiper Sandler—$854 → $865Target raised to $865 from $854 (+9.4% to spot)HALO
UTHRLeerink—$685 → $725Target raised to $725 from $685 (+36% to spot)—
MTZBarclays—$340 → $320Target cut to $320 from $340 (+67.5% to spot)—
NEMBarclays—$124 → $123Target cut to $123 from $124 (+3.7% to spot)—
NUEBarclays—$295 → $306Target raised to $306 from $295 (+19.4% to spot)—
PRUBarclays—$96 → $94Target cut to $94 from $96 (-18.9% to spot)—
SCCOBarclays—$166 → $168Target raised to $168 from $166 (-16.2% to spot)—
STLDBarclays—$272 → $285Target raised to $285 from $272 (+18.5% to spot)—
VEEVBarclays—$315 → $360Target raised to $360 from $315 (+16% to spot)AW40
AARDH.C. Wainwright—$6 → $4Target cut to $4 from $6 (+5.8% to spot)—
CMGGordon Haskett—$42 → $36Target cut to $36 from $42 (+20.5% to spot)—
ELVNH.C. Wainwright—$65 → $73Target raised to $73 from $65 (+95.6% to spot)—
MGMMorgan Stanley—$43 → $29Target cut to $29 from $43 (+1.4% to spot)—
CTREWells Fargo—$44 → $43Target cut to $43 from $44 (+17.6% to spot)—
WYNNMorgan Stanley—$128 → $120Target cut to $120 from $128 (+58.7% to spot)—
JANWells Fargo—$35 → $34Target cut to $34 from $35 (+17% to spot)—
LTCWells Fargo—$42 → $43Target raised to $43 from $42 (-1.6% to spot)—
NHIWells Fargo—$78 → $68Target cut to $68 from $78 (+2.6% to spot)—
NHPWells Fargo—$19 → $18Target cut to $18 from $19 (+19.1% to spot)—
OHIWells Fargo—$48 → $46Target cut to $46 from $48 (+0.8% to spot)—
SRADMorgan Stanley—$15 → $13.5Target cut to $13.5 from $15 (+13.4% to spot)—
VTRWells Fargo—$104 → $96Target cut to $96 from $104 (+11.8% to spot)—
WELLWells Fargo—$266 → $268Target raised to $268 from $266 (+14.1% to spot)—
ELSWells Fargo—$69 → $64Target cut to $64 from $69 (+4.6% to spot)—
SUIWells Fargo—$141 → $136Target cut to $136 from $141 (+15.2% to spot)—
CPTWells Fargo—$110 → $103Target cut to $103 from $110 (+4.5% to spot)—
NTSTWells Fargo—$23 → $20Target cut to $20 from $23 (+16.3% to spot)—
CRIUBS—$41 → $38Target cut to $38 from $41 (+20.8% to spot)—
NNNWells Fargo—$47 → $43Target cut to $43 from $47 (+3.5% to spot)—
OWells Fargo—$64 → $59Target cut to $59 from $64 (+5.2% to spot)—
VICIWells Fargo—$26 → $24Target cut to $24 from $26 (+1.7% to spot)—
WPCWells Fargo—$80 → $73Target cut to $73 from $80 (+12.1% to spot)—
AMHWells Fargo—$38 → $34Target cut to $34 from $38 (+8.7% to spot)—
INVHWells Fargo—$33 → $30Target cut to $30 from $33 (+10.8% to spot)—
GTMorgan Stanley—$6.6 → $4.4Target cut to $4.4 from $6.6 (+2.6% to spot)—
GEFWells Fargo—$90 → $88Target cut to $88 from $90 (+7.2% to spot)—
OIWells Fargo—$12 → $10Target cut to $10 from $12 (+71.5% to spot)—
SLGNWells Fargo—$56 → $52Target cut to $52 from $56 (+37.6% to spot)—
SONWells Fargo—$56 → $53Target cut to $53 from $56 (+6.4% to spot)—
CHHWells Fargo—$97 → $98Target raised to $98 from $97 (-9.6% to spot)—
HLTWells Fargo—$382 → $383Target raised to $383 from $382 (+11% to spot)—
HWells Fargo—$184 → $189Target raised to $189 from $184 (+11.7% to spot)—
MARWells Fargo—$425 → $426Target raised to $426 from $425 (+9.8% to spot)—
CRWVMoffettNathanson—$107 → $89Target cut to $89 from $107 (+45% to spot)AEI
HGVWells Fargo—$51 → $38Target cut to $38 from $51 (+7.2% to spot)—
TNLWells Fargo—$92 → $90Target cut to $90 from $92 (+39.3% to spot)—
VACWells Fargo—$101 → $100Target cut to $100 from $101 (-9.9% to spot)—
ADNTStifel—$26 → $21Target cut to $21 from $26 (+17.1% to spot)—
FNDWells Fargo—$55 → $45Target cut to $45 from $55 (-0.6% to spot)—
BMIStifel—$165 → $150Target cut to $150 from $165 (+18.6% to spot)—
TSCOWells Fargo—$35 → $36Target raised to $36 from $35 (+8.6% to spot)—
CPSStifel—$53 → $32Target cut to $32 from $53 (+53.6% to spot)—
CWStifel—$700 → $518Target cut to $518 from $700 (+3.1% to spot)—
BYDWells Fargo—$87 → $86Target cut to $86 from $87 (+22.8% to spot)—
LVSWells Fargo—$48 → $44Target cut to $44 from $48 (+15.8% to spot)—
MGMWells Fargo—$48.3 → $29Target cut to $29 from $48.3 (+1.4% to spot)—
PENNWells Fargo—$23 → $22Target cut to $22 from $23 (+47.3% to spot)—
RRRWells Fargo—$77 → $78Target raised to $78 from $77 (+58.3% to spot)—
CRHBarclays—$131 → $110Target cut to $110 from $131 (+31.5% to spot)—
CNHBarclays—$12 → $14Target raised to $14 from $12 (+20.7% to spot)—
CLFBarclays—$10 → $11Target raised to $11 from $10 (-9.2% to spot)—
CCJBarclays—$97 → $95Target cut to $95 from $97 (+16.5% to spot)—
AMRZBarclays—$55 → $40Target cut to $40 from $55 (+5.8% to spot)—
AEMBarclays—$188 → $218Target raised to $218 from $188 (+15% to spot)—
AGCOBarclays—$105 → $97Target cut to $97 from $105 (-6.5% to spot)—
NEEBarclays—$91 → $84Target cut to $84 from $91 (+5.3% to spot)—
HTOBarclays—$66 → $65Target cut to $65 from $66 (+12.7% to spot)—
EXCBarclays—$49 → $44Target cut to $44 from $49 (+1.1% to spot)—
EVRGBarclays—$92 → $86Target cut to $86 from $92 (+3.2% to spot)—
EMABarclays—$53 → $50Target cut to $50 from $53 (+4.8% to spot)—
DBarclays—$69 → $65Target cut to $65 from $69 (+2.3% to spot)—
CPKBarclays—$136 → $134Target cut to $134 from $136 (+1.4% to spot)—
AWKBarclays—$130 → $127Target cut to $127 from $130 (-5.9% to spot)—
AEEBarclays—$117 → $109Target cut to $109 from $117 (+2.8% to spot)—
MAZECanaccord—$75Target set to $75 (+172.4% to spot)—
GLBEMorgan Stanley—$50Target set to $50 (+28.8% to spot)—
OGEBarclays—$48Target set to $48 (+1% to spot)—
EROKPiper Sandler—$33 → $31Target cut to $31 from $33 (+76.4% to spot)—
KNTKJefferies—$56 → $54Target cut to $54 from $56 (-2.4% to spot)—
VLRSGrupo Santander—$6.7Target set to $6.7 (+13.9% to spot)—
AZULGoldman Sachs—$8.1Target set to $8.1 (+23.7% to spot)—
BXPPiper Sandler—$64Target set to $64 (+8.1% to spot)—
HPPPiper Sandler—$13Target set to $13 (+26.2% to spot)—

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