Analyst Wire — 2026-10-20

Every US sell-side action recorded on 2026-10-20 — 225 in total: 7 upgrades, 17 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 (7)

Name	Firm	Rating	Target	Call	Ours
AKAM	Cowen & Co.	Hold → Buy	—	Upgraded to Buy from Hold	AEI
AEP	BTIG	Neutral → Buy	$147	Upgraded to Buy from Neutral · Target set to $147 (+17.9% to spot)	—
PDS	TD Securities	Hold → Buy	—	Upgraded to Buy from Hold	—
BLK	Cowen & Co.	Hold → Buy	—	Upgraded to Buy from Hold	—
JP	Morgan Stanley	Underweight → Overweight	—	Upgraded to Overweight from Underweight	—
BMO	BMO Capital	Market Perform → Outperform	—	Upgraded to Outperform from Market Perform	—
SM	UBS	Buy → Underweight	—	Upgraded to Underweight from Buy	—

Downgrades (17)

Name	Firm	Rating	Target	Call	Ours
BRZE	Cowen & Co.	Buy → Hold	—	Downgraded to Hold from Buy	—
BRZE	BTIG	Buy → Neutral	—	Downgraded to Neutral from Buy	—
CRUS	Barclays	Equal-Weight → Underweight	—	Downgraded to Underweight from Equal-Weight	—
BRZE	Citigroup	Market Outperform → Market Perform	—	Downgraded to Market Perform from Market Outperform	—
BRZE	Needham	Buy → Hold	—	Downgraded to Hold from Buy	—
BRZE	Loop Capital Markets	Buy → Hold	—	Downgraded to Hold from Buy	—
NRXP	UBS	Buy → Sell	—	Downgraded to Sell from Buy	—
BRZE	Oppenheimer	Outperform → Perform	—	Downgraded to Perform from Outperform	—
BRZE	Piper Sandler	Overweight → Neutral	—	Downgraded to Neutral from Overweight	—
AKAM	Jefferies	Underperform → Hold	—	Downgraded to Hold from Underperform	AEI
EYPT	Laidlaw	Buy → Hold	—	Downgraded to Hold from Buy	—
FER	Deutsche Bank	Buy → Hold	—	Downgraded to Hold from Buy	—
SAN	Santander	Neutral → Hold	—	Downgraded to Hold from Neutral	—
VOD	Barclays	Positive → Underweight	—	Downgraded to Underweight from Positive	—
CN	Cowen & Co.	Buy → Positive	—	Downgraded to Positive from Buy	—
KS	UBS	Buy → Neutral	—	Downgraded to Neutral from Buy	—
AAPL	Loop Capital Markets	Buy → Hold	—	Downgraded to Hold from Buy	AW40

Initiations (12)

Name	Firm	Rating	Target	Call	Ours
EQIX	CIBC	Outperform	—	Initiated to Outperform	AEI
DLR	CIBC	Outperform	—	Initiated to Outperform	—
CLYM	Deutsche Bank	Buy	—	Initiated to Buy	—
MEP	William Blair	Outperform	—	Initiated to Outperform	—
TRI	Jefferies	Buy	—	Initiated to Buy	—
KMTS	Evercore ISI	Outperform	$34	Initiated to Outperform · Target set to $34 (+15.8% to spot)	—
ENSC	Cantor Fitzgerald	Overweight	—	Initiated to Overweight	—
MOD	Cantor Fitzgerald	Overweight	—	Initiated to Overweight	Rubin
MFP	William Blair	Outperform	—	Initiated to Outperform	—
ADRX	Cowen & Co.	Buy	—	Initiated to Buy	—
AKAM	Raymond James	Strong Buy → Outperform	—	Initiated to Outperform from Strong Buy	AEI
AORT	Jefferies	Buy	—	Initiated to Buy	—

Price-target moves (189)

Name	Firm	Rating	Target	Call	Ours
MBLY	RBC Capital	—	$5	Target set to $5 (-31.5% to spot)	—
LITE	Jefferies	—	$1200 → $1250	Target raised to $1250 from $1200 (+52% to spot)	Rubin
RRC	Goldman Sachs	—	$36 → $37	Target raised to $37 from $36 (-15.2% to spot)	—
EXE	Goldman Sachs	—	$110 → $117	Target raised to $117 from $110 (+26.3% to spot)	—
GPC	Goldman Sachs	—	$135 → $122	Target cut to $122 from $135 (-1.2% to spot)	—
MSCI	Goldman Sachs	—	$672 → $684	Target raised to $684 from $672 (+15.6% to spot)	—
EFX	Goldman Sachs	—	$148 → $169	Target raised to $169 from $148 (-4.3% to spot)	—
ZS	DA Davidson	—	$215	Target set to $215 (+0.2% to spot)	AEI
BRZE	DA Davidson	—	$47.5	Target set to $47.5 (+4.2% to spot)	—
RGLD	Raymond James	—	$336	Target set to $336 (+40.7% to spot)	—
GPC	Truist Securities	—	$131	Target set to $131 (+6.1% to spot)	—
RAPP	Guggenheim	—	$70	Target set to $70 (+138.3% to spot)	—
MSCI	Raymond James	—	$680	Target set to $680 (+14.9% to spot)	—
BRZE	Canaccord	—	$47.5	Target set to $47.5 (+4.2% to spot)	—
BRZE	UBS	—	$47.5	Target set to $47.5 (+4.2% to spot)	—
BRZE	Barclays	—	$48	Target set to $48 (+5.6% to spot)	—
RAPP	Raymond James	—	$75 → $86	Target raised to $86 from $75 (+194.6% to spot)	—
BRZE	Cantor Fitzgerald	—	$47.5	Target set to $47.5 (+4.5% to spot)	—
BRZE	Loop Capital	—	$47.5	Target set to $47.5 (+4.4% to spot)	—
BRZE	Stifel	—	$47.5	Target set to $47.5 (+4.4% to spot)	—
MYGN	Piper Sandler	—	$5	Target set to $5 (-13.2% to spot)	—
CEG	Raymond James	—	$341	Target set to $341 (+30% to spot)	—
PTCT	Raymond James	—	$108 → $106	Target cut to $106 from $108 (+68.5% to spot)	—
UTHR	Raymond James	—	$685 → $717	Target raised to $717 from $685 (+27.1% to spot)	—
LVS	Stifel	—	$60 → $54	Target cut to $54 from $60 (+41.2% to spot)	—
WYNN	Stifel	—	$143 → $120	Target cut to $120 from $143 (+54.9% to spot)	—
MTB	Truist	—	$250 → $235	Target cut to $235 from $250 (+7.8% to spot)	—
TBBK	RBC Capital	—	$60	Target set to $60 (+18.1% to spot)	—
BP	TD Cowen	—	$49	Target set to $49 (+0.7% to spot)	—
WYNN	Truist	—	$125 → $110	Target cut to $110 from $125 (+42% to spot)	—
FLUT	Truist	—	$120 → $100	Target cut to $100 from $120 (+26.8% to spot)	—
GLPI	Truist	—	$60 → $55	Target cut to $55 from $60 (+40.1% to spot)	—
VICI	Truist	—	$38 → $32	Target cut to $32 from $38 (+36.3% to spot)	—
INSE	Truist	—	$12 → $8	Target cut to $8 from $12 (+151.6% to spot)	—
FND	Jefferies	—	$59 → $47	Target cut to $47 from $59 (+2.6% to spot)	—
GOOGL	BMO Capital	—	$465 → $480	Target raised to $480 from $465 (+39.7% to spot)	AW40
XEL	BMO Capital	—	$86	Target set to $86 (+12.5% to spot)	—
AEE	BMO Capital	—	$113	Target set to $113 (+6.7% to spot)	—
RAPP	BTIG	—	$89	Target set to $89 (+198.8% to spot)	—
NEE	BMO Capital	—	$88	Target set to $88 (+11.3% to spot)	—
AA	Freedom Broker	—	$62	Target set to $62 (+50.8% to spot)	—
LLY	Goldman Sachs	—	$1371 → $1413	Target raised to $1413 from $1371 (+8.7% to spot)	HALO
BRZE	Wells Fargo	—	$47.5	Target set to $47.5 (+4.4% to spot)	—
TRV	BMO Capital	—	$379 → $388	Target raised to $388 from $379 (-1.3% to spot)	—
BRSL	Truist	—	$13 → $11	Target cut to $11 from $13 (+14.4% to spot)	—
CFG	Truist	—	$77 → $70	Target cut to $70 from $77 (+8.2% to spot)	—
MNR	Northland	—	$17 → $19	Target raised to $19 from $17 (+75.8% to spot)	—
GRNT	Northland	—	$9 → $11	Target raised to $11 from $9 (+94.5% to spot)	—
FLNC	Truist	—	$10 → $8	Target cut to $8 from $10 (+35.6% to spot)	HALO
TENB	Truist	—	$30 → $35	Target raised to $35 from $30 (-10.1% to spot)	—
FTNT	Truist	—	$183 → $200	Target raised to $200 from $183 (+16.6% to spot)	AEI
INSM	Raymond James	—	$187 → $173	Target cut to $173 from $187 (+79.7% to spot)	—
TRGP	Raymond James	—	$335 → $340	Target raised to $340 from $335 (+15.2% to spot)	—
OKE	Raymond James	—	$95 → $98	Target raised to $98 from $95 (+5.3% to spot)	—
GLAS	Lake Street	—	$17 → $7	Target cut to $7 from $17 (+199.2% to spot)	—
LEU	Roth Capital	—	$188 → $115	Target cut to $115 from $188 (+4.9% to spot)	—
NU	UBS	—	$18.2 → $20.5	Target raised to $20.5 from $18.2 (+35.9% to spot)	HALO
FTRE	UBS	—	$22 → $24	Target raised to $24 from $22 (+4.5% to spot)	—
TPR	UBS	—	$232 → $200	Target cut to $200 from $232 (+72.6% to spot)	—
LINE	UBS	—	$45 → $36	Target cut to $36 from $45 (+5.8% to spot)	—
IT	Truist	—	$205 → $235	Target raised to $235 from $205 (+8.7% to spot)	—
FITB	RBC Capital	—	$62 → $60	Target cut to $60 from $62 (+16.1% to spot)	—
IRON	Morgan Stanley	—	$90 → $92	Target raised to $92 from $90 (+17.4% to spot)	—
CLF	Morgan Stanley	—	$12.5 → $14	Target raised to $14 from $12.5 (+7.5% to spot)	—
AYI	Morgan Stanley	—	$410 → $380	Target cut to $380 from $410 (+24.3% to spot)	—
GLXY	Piper Sandler	—	$33 → $25	Target cut to $25 from $33 (+59% to spot)	—
HUT	Piper Sandler	—	$143 → $123	Target cut to $123 from $143 (+80.4% to spot)	—
MARA	Piper Sandler	—	$13 → $11	Target cut to $11 from $13 (+49.2% to spot)	—
ARLO	Piper Sandler	—	$18 → $16	Target cut to $16 from $18 (+30.6% to spot)	—
AXON	Piper Sandler	—	$732 → $561	Target cut to $561 from $732 (+46.4% to spot)	HALO
PBAM	Piper Sandler	—	$96 → $101	Target raised to $101 from $96 (+20.6% to spot)	—
NCLH	Susquehanna	—	$17 → $16	Target cut to $16 from $17 (+5% to spot)	—
RCL	Susquehanna	—	$372 → $355	Target cut to $355 from $372 (+25.9% to spot)	—
VIK	Susquehanna	—	$105 → $100	Target cut to $100 from $105 (+19% to spot)	—
APA	Susquehanna	—	$47 → $58	Target raised to $58 from $47 (+16.6% to spot)	—
FIX	Goldman Sachs	—	$2159 → $1875	Target cut to $1875 from $2159 (+28.1% to spot)	Rubin
EME	Goldman Sachs	—	$885 → $795	Target cut to $795 from $885 (+10.9% to spot)	Rubin
COP	Susquehanna	—	$161 → $175	Target raised to $175 from $161 (+20.5% to spot)	—
LGN	Goldman Sachs	—	$95 → $83	Target cut to $83 from $95 (+87.7% to spot)	—
EOG	Susquehanna	—	$170 → $187	Target raised to $187 from $170 (+18.6% to spot)	—
TRN	Goldman Sachs	—	$34 → $30	Target cut to $30 from $34 (+20.6% to spot)	—
PR	Susquehanna	—	$25 → $30	Target raised to $30 from $25 (+21% to spot)	—
RRC	Susquehanna	—	$41 → $44	Target raised to $44 from $41 (+1.8% to spot)	—
SM	Susquehanna	—	$32 → $44	Target raised to $44 from $32 (+13.1% to spot)	—
QSR	Mizuho	—	$85	Target set to $85 (+14.3% to spot)	—
TEAM	BTIG	—	$230 → $260	Target raised to $260 from $230 (+21.1% to spot)	AW40
EVRG	BTIG	—	$97 → $94	Target cut to $94 from $97 (+15.1% to spot)	—
HTO	BTIG	—	$70 → $65	Target cut to $65 from $70 (+16.3% to spot)	—
IDA	BTIG	—	$160 → $153	Target cut to $153 from $160 (+12.4% to spot)	—
NEE	BTIG	—	$112 → $105	Target cut to $105 from $112 (+34.3% to spot)	—
NWN	BTIG	—	$61 → $56	Target cut to $56 from $61 (+16.8% to spot)	—
OGS	BTIG	—	$95 → $89	Target cut to $89 from $95 (+19.3% to spot)	—
POR	BTIG	—	$58 → $57	Target cut to $57 from $58 (+31.1% to spot)	—
PPL	BTIG	—	$45 → $41	Target cut to $41 from $45 (+19.5% to spot)	—
PEG	BTIG	—	$94 → $84	Target cut to $84 from $94 (+19.5% to spot)	—
SRE	BTIG	—	$106 → $100	Target cut to $100 from $106 (+22.3% to spot)	—
WEC	BTIG	—	$135 → $127	Target cut to $127 from $135 (+18.7% to spot)	—
XEL	BTIG	—	$99 → $91	Target cut to $91 from $99 (+21.1% to spot)	—
CAH	Mizuho	—	$250 → $280	Target raised to $280 from $250 (+10.8% to spot)	—
MCK	Mizuho	—	$905 → $1020	Target raised to $1020 from $905 (+0.9% to spot)	—
D	Mizuho	—	$72 → $67	Target cut to $67 from $72 (+7.7% to spot)	—
ALB	Truist	—	$225 → $185	Target cut to $185 from $225 (+95.5% to spot)	HALO
CC	Truist	—	$24 → $20	Target cut to $20 from $24 (+58.5% to spot)	—
OLN	Truist	—	$20 → $15	Target cut to $15 from $20 (-1.3% to spot)	—
TROX	Truist	—	$7 → $4	Target cut to $4 from $7 (+18.7% to spot)	—
NSLR	Barrington	—	$16 → $13	Target cut to $13 from $16 (+109% to spot)	—
BBY	Evercore ISI	—	$90 → $95	Target raised to $95 from $90 (+4.2% to spot)	—
LRCX	Evercore ISI	—	$355 → $315	Target cut to $315 from $355 (+15.7% to spot)	Rubin
WSM	Evercore ISI	—	$240 → $255	Target raised to $255 from $240 (+2.2% to spot)	—
VFS	Cantor Fitzgerald	—	$5 → $4	Target cut to $4 from $5 (+37.9% to spot)	—
CHRD	UBS	—	$193 → $197	Target raised to $197 from $193 (+27.8% to spot)	—
INTR	UBS	—	$8.8 → $10	Target raised to $10 from $8.8 (+38.9% to spot)	—
KNTK	Raymond James	—	$55 → $57	Target raised to $57 from $55 (+3.5% to spot)	—
IONS	Raymond James	—	$84 → $79	Target cut to $79 from $84 (+76.8% to spot)	—
ASYS	Lake Street	—	$22	Target set to $22 (+67.2% to spot)	—
COR	Argus	—	$380	Target set to $380 (+11.8% to spot)	—
UPS	Evercore ISI	—	$118 → $107	Target cut to $107 from $118 (+9.8% to spot)	—
WSM	Piper Sandler	—	$259 → $286	Target raised to $286 from $259 (+14.7% to spot)	—
W	Piper Sandler	—	$133 → $135	Target raised to $135 from $133 (+20.6% to spot)	—
HTFL	Piper Sandler	—	$45 → $64	Target raised to $64 from $45 (+25.4% to spot)	—
ETOR	Canaccord	—	$53 → $47	Target cut to $47 from $53 (+94.9% to spot)	—
NOW	Bernstein	—	$248 → $266	Target raised to $266 from $248 (+83% to spot)	AW40
AAL	Bernstein	—	$23 → $19	Target cut to $19 from $23 (+62.7% to spot)	—
SBAC	Bernstein	—	$219 → $208	Target cut to $208 from $219 (+13.6% to spot)	—
AMT	Bernstein	—	$214 → $212	Target cut to $212 from $214 (+15.8% to spot)	—
WDC	Morgan Stanley	—	$676 → $643	Target cut to $643 from $676 (+82.6% to spot)	Rubin
STX	Morgan Stanley	—	$1200	Target set to $1200 (+81.6% to spot)	—
LEU	Needham	—	$206	Target set to $206 (+87.1% to spot)	—
AAPL	MoffettNathanson	—	$304 → $283	Target cut to $283 from $304 (-17.5% to spot)	AW40
WRB	Mizuho	—	$73	Target set to $73 (-1.5% to spot)	—
TRV	Mizuho	—	$371	Target set to $371 (-3.7% to spot)	—
POOL	Stifel	—	$189 → $175	Target cut to $175 from $189 (+4.1% to spot)	—
CFG	Stephens	—	$65	Target set to $65 (+3.6% to spot)	—
BKNG	Melius Research	—	$240 → $225	Target cut to $225 from $240 (+38.4% to spot)	—
RH	Goldman Sachs	—	$164 → $140	Target cut to $140 from $164 (+22.8% to spot)	—
SO	Jefferies	—	$96 → $95	Target cut to $95 from $96 (+6.4% to spot)	—
LYV	Susquehanna	—	$183	Target set to $183 (+7.1% to spot)	—
PLD	Baird	—	$140 → $136	Target cut to $136 from $140 (+9.6% to spot)	—
MPWR	Wells Fargo	—	$1800 → $1550	Target cut to $1550 from $1800 (+23.6% to spot)	Rubin
MXL	Wells Fargo	—	$95 → $78	Target cut to $78 from $95 (+1.2% to spot)	—
ALGM	Wells Fargo	—	$56 → $45	Target cut to $45 from $56 (+35.7% to spot)	Rubin
EQPT	Baird	—	$35 → $28	Target cut to $28 from $35 (+100.7% to spot)	—
OGE	Wells Fargo	—	$48 → $49	Target raised to $49 from $48 (+4.9% to spot)	—
NWN	Wells Fargo	—	$50 → $49	Target cut to $49 from $50 (+2.2% to spot)	—
ZION	Baird	—	$75 → $80	Target raised to $80 from $75 (+26.7% to spot)	—
SGI	Raymond James	—	$80	Target set to $80 (+27.4% to spot)	—
CLF	Wells Fargo	—	$14 → $17	Target raised to $17 from $14 (+20.6% to spot)	—
IT	Wells Fargo	—	$175	Target set to $175 (-15.8% to spot)	—
OKLO	Barclays	—	$76 → $59	Target cut to $59 from $76 (+116.6% to spot)	—
SMR	Barclays	—	$5	Target set to $5 (-12.1% to spot)	—
TKO	Guggenheim	—	$228	Target set to $228 (+30.9% to spot)	—
EYPT	RBC Capital	—	$1	Target set to $1 (+127.3% to spot)	—
UAL	Bernstein	—	$162 → $160	Target cut to $160 from $162 (+67.4% to spot)	—
TFC	Stephens	—	$54	Target set to $54 (+16.6% to spot)	—
EXPE	Melius Research	—	$372 → $355	Target cut to $355 from $372 (+21.7% to spot)	—
WERN	BofA Securities	—	$32	Target set to $32 (+5.9% to spot)	—
WERN	Wells Fargo	—	$35	Target set to $35 (+15.8% to spot)	—
IRON	Wells Fargo	—	$124	Target set to $124 (+57.1% to spot)	—
PFG	Wells Fargo	—	$112	Target set to $112 (+4.8% to spot)	—
TKO	Arete	—	$208	Target set to $208 (+19.4% to spot)	—
ZTS	Jefferies	—	$83	Target set to $83 (+4.3% to spot)	—
MSFT	BMO Capital	—	$600	Target set to $600 (+12.5% to spot)	AW40
ELAN	Jefferies	—	$24	Target set to $24 (+2.2% to spot)	—
LBTYA	New Street	—	$14	Target set to $14 (+86.7% to spot)	—
ADC	Barclays	—	$85 → $76	Target cut to $76 from $85 (+15.5% to spot)	—
EPRT	Barclays	—	$37 → $34	Target cut to $34 from $37 (+33.3% to spot)	—
FCPT	Barclays	—	$30 → $25	Target cut to $25 from $30 (+15.9% to spot)	—
GLPI	Barclays	—	$50 → $44	Target cut to $44 from $50 (+13.3% to spot)	—
O	Barclays	—	$65 → $61	Target cut to $61 from $65 (+9.9% to spot)	—
VICI	Barclays	—	$31 → $28	Target cut to $28 from $31 (+21.2% to spot)	—
WPC	Barclays	—	$80 → $76	Target cut to $76 from $80 (+19.2% to spot)	—
CMC	Barclays	—	$80 → $72	Target cut to $72 from $80 (+11.6% to spot)	—
WERN	Barclays	—	$40 → $38	Target cut to $38 from $40 (+25.7% to spot)	—
EPRT	Deutsche Bank	—	$28	Target set to $28 (+9.8% to spot)	—
HR	Deutsche Bank	—	$23	Target set to $23 (+33.4% to spot)	—
VG	Wells Fargo	—	$21	Target set to $21 (+63.9% to spot)	—
XOM	Goldman Sachs	—	$178	Target set to $178 (-0.2% to spot)	—
CVX	Goldman Sachs	—	$241	Target set to $241 (+7.4% to spot)	—
COP	Goldman Sachs	—	$157	Target set to $157 (+8.1% to spot)	—
CLF	Goldman Sachs	—	$13	Target set to $13 (-7.8% to spot)	—
UNH	RBC Capital	—	$498	Target set to $498 (+22.4% to spot)	—
SFM	RBC Capital	—	$111	Target set to $111 (+72.7% to spot)	HALO
XEL	Jefferies	—	$99	Target set to $99 (+31.8% to spot)	—
BOKF	Jefferies	—	$150	Target set to $150 (+22.1% to spot)	—
ZION	Jefferies	—	$75	Target set to $75 (+18.8% to spot)	—
ADRX	Morgan Stanley	—	$32	Target set to $32 (+81.5% to spot)	—
ADRX	UBS	—	$35	Target set to $35 (+98.5% to spot)	—
ARHS	Piper Sandler	—	$13	Target set to $13 (+27.1% to spot)	—
AAPL	Loop Capital	—	$330	Target set to $330 (-3.8% to spot)	AW40

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