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Analyst Wire — 2026-10-19

Every US sell-side action recorded on 2026-10-19 — 96 in total: 4 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 (4)

NameFirmRatingTargetCallOurs
CRWVBernsteinUnderperform → Perform—Upgraded to Perform from UnderperformAEI
TSLABarclaysNegative → Outperform—Upgraded to Outperform from Negative—
INTCSusquehannaNeutral → Positive—Upgraded to Positive from NeutralRubin
INTCBernsteinMarket Perform → Outperform—Upgraded to Outperform from Market PerformRubin

Downgrades (2)

NameFirmRatingTargetCallOurs
EYPTGuggenheimBuy → Neutral—Downgraded to Neutral from Buy—
SLNWilliam BlairOutperform → Market Perform—Downgraded to Market Perform from Outperform—

Initiations (2)

NameFirmRatingTargetCallOurs
INTCCitigroupBuy → Outperform—Initiated to Outperform from BuyRubin
INTCGoldman SachsNeutral → Neutral—Initiated to Neutral from NeutralRubin

Price-target moves (88)

NameFirmRatingTargetCallOurs
CRWVBNP Paribas—$169 → $117Target cut to $117 from $169 (+91.4% to spot)AEI
TREXStifel—$55Target set to $55 (+18.3% to spot)—
CONStephens—$45Target set to $45 (+17.9% to spot)—
NWSARaymond James—$35Target set to $35 (+16.4% to spot)—
CDNLTruist—$40 → $30Target cut to $30 from $40 (+96.5% to spot)—
IRONTruist—$83 → $115Target raised to $115 from $83 (+49.7% to spot)—
SLNJefferies—$20Target set to $20 (+2.2% to spot)—
NIMCBMO Capital—$48Target set to $48 (-51.9% to spot)—
MEOHCIBC—$71 → $77Target raised to $77 from $71 (+18.5% to spot)—
IRONBMO Capital—$100 → $120Target raised to $120 from $100 (+56.7% to spot)—
OVVScotiabank—$75 → $80Target raised to $80 from $75 (+15% to spot)—
NFLXSeaport Research—$102 → $90Target cut to $90 from $102 (+29.3% to spot)AW40
CHRDRoth Capital—$145 → $165Target raised to $165 from $145 (+6.9% to spot)—
EYPTJefferies—$1Target set to $1 (+136.5% to spot)—
NRGSeaport Research—$190 → $160Target cut to $160 from $190 (+61.2% to spot)—
NRGJefferies—$160 → $131Target cut to $131 from $160 (+32% to spot)—
TEAMGuggenheim—$165 → $280Target raised to $280 from $165 (+32.9% to spot)AW40
ARQTGuggenheim—$38 → $44Target raised to $44 from $38 (+42% to spot)—
CCIBMO Capital—$93Target set to $93 (+14.8% to spot)—
ANROH.C. Wainwright—$55 → $60Target raised to $60 from $55 (+161.8% to spot)—
PAGPRaymond James—$29 → $30Target raised to $30 from $29 (+10% to spot)—
PAARaymond James—$27 → $28Target raised to $28 from $27 (+10.9% to spot)—
LBRaymond James—$90 → $91Target raised to $91 from $90 (+12.6% to spot)—
PRMBDeutsche Bank—$25 → $21Target cut to $21 from $25 (+5.7% to spot)—
LNGRaymond James—$335 → $340Target raised to $340 from $335 (+18.1% to spot)—
CLXDeutsche Bank—$98 → $95Target cut to $95 from $98 (+12% to spot)—
VLORaymond James—$450 → $530Target raised to $530 from $450 (+20.5% to spot)—
PSXRaymond James—$300 → $335Target raised to $335 from $300 (+14% to spot)—
PARRRaymond James—$104 → $117Target raised to $117 from $104 (+38.7% to spot)—
LRCXDeutsche Bank—$320 → $375Target raised to $375 from $320 (+35.2% to spot)Rubin
WAFDDA Davidson—$31Target set to $31 (+8.8% to spot)—
BLKBMO Capital—$1300 → $1350Target raised to $1350 from $1300 (+19.6% to spot)—
VFCUBS—$16 → $17Target raised to $17 from $16 (-0.1% to spot)—
PGRUBS—$234 → $238Target raised to $238 from $234 (+9.3% to spot)—
DGXUBS—$245 → $250Target raised to $250 from $245 (+6.8% to spot)—
MANBMO Capital—$63 → $58Target cut to $58 from $63 (+39.6% to spot)—
CNPBMO Capital—$48 → $45Target cut to $45 from $48 (+12.8% to spot)—
VRSNWedbush—$341 → $351Target raised to $351 from $341 (+15.3% to spot)—
GUTSCraig-Hallum—$48 → $5Target cut to $5 from $48 (+244.8% to spot)—
CMCBMO Capital—$75 → $73Target cut to $73 from $75 (+12.9% to spot)—
ROLCanaccord—$36Target set to $36 (+9.7% to spot)—
GOOGLKeyBanc—$435 → $410Target cut to $410 from $435 (+19.3% to spot)AW40
JBHTGoldman Sachs—$250 → $252Target raised to $252 from $250 (+11.6% to spot)—
MRKGoldman Sachs—$160 → $155Target cut to $155 from $160 (+6% to spot)—
AMZNMorgan Stanley—$350Target set to $350 (+36.3% to spot)AW40
MNKDChardan—$10Target set to $10 (+220% to spot)—
ELGoldman Sachs—$116 → $124Target raised to $124 from $116 (+18.5% to spot)—
SFMGoldman Sachs—$107 → $94Target cut to $94 from $107 (+45.4% to spot)HALO
LFTOCantor Fitzgerald—$32 → $22Target cut to $22 from $32 (+37.9% to spot)—
TRIPCantor Fitzgerald—$9 → $8Target cut to $8 from $9 (-12.9% to spot)—
WIXCantor Fitzgerald—$80 → $90Target raised to $90 from $80 (+22.3% to spot)—
TFCRBC Capital—$53 → $51Target cut to $51 from $53 (+9% to spot)—
RFRBC Capital—$34 → $32Target cut to $32 from $34 (+16.3% to spot)—
MTBRBC Capital—$255 → $245Target cut to $245 from $255 (+15.2% to spot)—
CFGMorgan Stanley—$89 → $87Target cut to $87 from $89 (+38% to spot)—
CFGRBC Capital—$79 → $74Target cut to $74 from $79 (+17.1% to spot)—
CMSBMO Capital—$73 → $76Target raised to $76 from $73 (+11.3% to spot)—
NIBMO Capital—$45 → $48Target raised to $48 from $45 (+13% to spot)—
GRABBarclays—$5 → $4Target cut to $4 from $5 (+39.6% to spot)—
AEPBMO Capital—$135Target set to $135 (+7.9% to spot)—
LENZPiper Sandler—$7 → $5Target cut to $5 from $7 (+52.9% to spot)—
BBIOPiper Sandler—$115 → $120Target raised to $120 from $115 (+80.8% to spot)—
FFINPiper Sandler—$35 → $33Target cut to $33 from $35 (+8.3% to spot)—
XEPiper Sandler—$9 → $8Target cut to $8 from $9 (-22.8% to spot)—
OKLOPiper Sandler—$55 → $49Target cut to $49 from $55 (+75.2% to spot)—
TSCOPiper Sandler—$31 → $33Target raised to $33 from $31 (-0.5% to spot)—
XGNCanaccord—$9 → $11Target raised to $11 from $9 (+42.5% to spot)—
RGENCanaccord—$145 → $180Target raised to $180 from $145 (+2.6% to spot)—
NTRACanaccord—$375 → $500Target raised to $500 from $375 (+27.1% to spot)HALO
NOWStoneX—$130 → $165Target raised to $165 from $130 (+16.2% to spot)AW40
ILMNCanaccord—$205 → $300Target raised to $300 from $205 (+14.3% to spot)HALO
FOXFRoth Capital—$20 → $17Target cut to $17 from $20 (+6% to spot)—
KKRPiper Sandler—$128 → $121Target cut to $121 from $128 (+40.4% to spot)—
RFStephens—$32 → $30Target cut to $30 from $32 (+9.3% to spot)—
GCMGPiper Sandler—$16 → $14.5Target cut to $14.5 from $16 (+15.4% to spot)—
EARNPiper Sandler—$5 → $4.5Target cut to $4.5 from $5 (+30.1% to spot)—
BXPiper Sandler—$130 → $125Target cut to $125 from $130 (+17.2% to spot)—
ELJefferies—$100 → $120Target raised to $120 from $100 (+14.8% to spot)—
SKINJefferies after reverse split—$11Target set to $11 (+4.2% to spot)—
BAMPiper Sandler—$50 → $49Target cut to $49 from $50 (+8.1% to spot)—
COTYJefferies—$2.4 → $2.95Target raised to $2.95 from $2.4 (-7.8% to spot)—
TSCOTruist—$32 → $33Target raised to $33 from $32 (-0.5% to spot)—
CWHNorthcoast—$14 → $11Target cut to $11 from $14 (+143.9% to spot)—
PEBStifel—$21.25 → $22Target raised to $22 from $21.25 (+12.9% to spot)—
MTDRMizuho—$77 → $71Target cut to $71 from $77 (+23.4% to spot)—
TOSTTruist—$39 → $38Target cut to $38 from $39 (+20.2% to spot)HALO · AW40
MRSHMizuho—$190 → $200Target raised to $200 from $190 (+6.2% to spot)—
TRUMizuho—$77 → $74Target cut to $74 from $77 (-0.1% to spot)—

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