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Analyst Wire — 2026-10-26

Every US sell-side action recorded on 2026-10-26 — 228 in total: 11 upgrades, 9 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 (11)

NameFirmRatingTargetCallOurs
TSLABNP ParibasUnderperform → Neutral—Upgraded to Neutral from Underperform—
TSLAUBSNeutral → Buy—Upgraded to Buy from Neutral—
TSLAJefferiesHold → Buy—Upgraded to Buy from Hold—
TSLAMorgan StanleyReduce → Overweight—Upgraded to Overweight from Reduce—
BTUB. RileyNeutral → Buy—Upgraded to Buy from Neutral—
LKQBarclaysNeutral → Overweight—Upgraded to Overweight from Neutral—
NWEWells FargoUnderweight → Overweight$90Upgraded to Overweight from Underweight · Target set to $90 (+16% to spot)—
CNOBRaymond JamesMarket Perform → Outperform—Upgraded to Outperform from Market Perform—
TSLABarclaysOutperform → Overweight—Upgraded to Overweight from Outperform—
ROSTUBSNeutral → Buy—Upgraded to Buy from Neutral—
BAHCowen & Co.Hold → Buy—Upgraded to Buy from Hold—

Downgrades (9)

NameFirmRatingTargetCallOurs
SGRYCantor FitzgeraldOverweight → Neutral—Downgraded to Neutral from Overweight—
SGRYRBC CapitalOutperform → Sector Perform$23.5Downgraded to Sector Perform from Outperform · Target set to $23.5 (+1.3% to spot)—
AARDOppenheimerOutperform → Perform—Downgraded to Perform from Outperform—
BLDRLoop Capital MarketsBuy → Hold—Downgraded to Hold from Buy—
BCCLoop Capital MarketsBuy → Hold—Downgraded to Hold from Buy—
FICOWells FargoOverweight → Hold—Downgraded to Hold from Overweight—
CATXRBC CapitalOutperform → Sector Perform—Downgraded to Sector Perform from Outperform—
CRSKeyBancOverweight → Sector Weight—Downgraded to Sector Weight from Overweight—
FCNCACitigroupNeutral → Underweight—Downgraded to Underweight from Neutral—

Initiations (26)

NameFirmRatingTargetCallOurs
VNETMacquarieOutperform$5.4Initiated to Outperform · Target set to $5.4 (+36.2% to spot)—
TSLADeutsche BankBuy → Buy—Initiated to Buy from Buy—
TSLAMonnessBuy—Initiated to Buy—
TSLACowen & Co.Buy → Hold—Initiated to Hold from Buy—
XENeedhamHold—Initiated to Hold—
KLARMonnessBuy—Initiated to Buy—
SOFIMonnessBuy—Initiated to Buy—
COSMNoble Capital MarketsOutperform—Initiated to Outperform—
ADeutsche BankBuy$190Initiated to Buy · Target set to $190 (+8% to spot)—
DAVEMonnessNeutral—Initiated to Neutral—
CHYMMonnessNeutral—Initiated to Neutral—
NUMonnessBuy—Initiated to BuyHALO
AFRMMonnessBuy—Initiated to Buy—
ACCVWilliam BlairOutperform—Initiated to Outperform—
ACCVBank of America SecuritiesBuy—Initiated to Buy—
ACCVWolfe ResearchOutperform—Initiated to Outperform—
ETRAH.C. WainwrightBuy$30Initiated to Buy · Target set to $30 (+244.4% to spot)—
DOWNeedhamHold—Initiated to Hold—
OCSLCitigroupMarket Perform—Initiated to Market Perform—
BXSLCitigroupMarket Perform—Initiated to Market Perform—
LTHBarclaysOverweight—Initiated to Overweight—
BCSBarclaysOverweight → Overweight—Initiated to Overweight from Overweight—
NTAPGuggenheimNeutral—Initiated to NeutralAEI
FEBMO CapitalOutperform—Initiated to Outperform—
OKLOCowen & Co.Hold—Initiated to Hold—
LEUCowen & Co.Hold—Initiated to Hold—

Price-target moves (182)

NameFirmRatingTargetCallOurs
XNCRBarclays—$35 → $45Target raised to $45 from $35 (+49.3% to spot)—
RRCMizuho—$67Target set to $67 (+25.3% to spot)—
STXRosenblatt—$1100Target set to $1100 (+66.1% to spot)—
BCMorgan Stanley—$86 → $74Target cut to $74 from $86 (+12% to spot)—
HOGMorgan Stanley—$17 → $19Target raised to $19 from $17 (-34% to spot)—
SAROCIBC—$38 → $35Target cut to $35 from $38 (+56.9% to spot)—
UTHRCantor Fitzgerald—$700 → $850Target raised to $850 from $700 (+43.9% to spot)—
EBCDA Davidson—$26Target set to $26 (+14.9% to spot)—
CHMGDA Davidson—$96Target set to $96 (+13.7% to spot)—
ENVAMaxim—$285 → $220Target cut to $220 from $285 (+27.5% to spot)—
MOHDeutsche Bank—$147 → $163Target raised to $163 from $147 (-22.1% to spot)—
PLTRDeutsche Bank—$200 → $225Target raised to $225 from $200 (+13.3% to spot)AW40
GNTXSeaport Research—$30 → $25Target cut to $25 from $30 (+21.3% to spot)—
GILBMO Capital—$82 → $64Target cut to $64 from $82 (+58.3% to spot)—
PCORUBS—$75 → $80Target raised to $80 from $75 (+28% to spot)—
WRBUBS—$77 → $79Target raised to $79 from $77 (+6.6% to spot)—
FCNCAUBS—$2250 → $2475Target raised to $2475 from $2250 (+3.6% to spot)—
CBUBS—$369 → $380Target raised to $380 from $369 (+5.9% to spot)—
BAHUBS—$79 → $86Target raised to $86 from $79 (+4.5% to spot)—
INTCNew Street—$125Target set to $125 (+43.4% to spot)Rubin
WLKMorgan Stanley—$92 → $76Target cut to $76 from $92 (+14.4% to spot)—
SSNCMorgan Stanley—$82 → $85Target raised to $85 from $82 (+1.7% to spot)—
BLDPBMO Capital—$2.1 → $1.5Target cut to $1.5 from $2.1 (+4.2% to spot)—
SPSCMorgan Stanley—$59 → $74Target raised to $74 from $59 (-19.2% to spot)—
FLGMorgan Stanley—$16 → $15Target cut to $15 from $16 (+44.1% to spot)—
CUBIMorgan Stanley—$89 → $97Target raised to $97 from $89 (+12% to spot)—
ALLEMorgan Stanley—$160 → $170Target raised to $170 from $160 (-5.1% to spot)—
RHIBMO Capital—$47 → $50Target raised to $50 from $47 (+7.6% to spot)—
AEISMorgan Stanley—$439 → $375Target cut to $375 from $439 (+70.6% to spot)Rubin
PCGBMO Capital—$21 → $22Target raised to $22 from $21 (+71.5% to spot)—
MEDPBMO Capital—$600 → $670Target raised to $670 from $600 (+0.2% to spot)—
INFYBMO Capital—$12 → $13Target raised to $13 from $12 (+3.6% to spot)—
FLGRBC Capital—$13 → $12Target cut to $12 from $13 (+14.8% to spot)—
WDCArgus—$600 → $500Target cut to $500 from $600 (+45.4% to spot)Rubin
PMArgus—$210 → $220Target raised to $220 from $210 (+8.4% to spot)—
PREMaxim—$41Target set to $41 (+122.6% to spot)—
STCStephens—$80 → $70Target cut to $70 from $80 (+57.2% to spot)—
FICOMizuho—$986Target set to $986 (+30.3% to spot)—
SSBStephens—$119Target set to $119 (+11.6% to spot)—
HBNCStephens—$24Target set to $24 (+16.3% to spot)—
BANRStephens—$78Target set to $78 (+9.9% to spot)—
ZIONStephens—$78Target set to $78 (+16.4% to spot)—
MSFTScotiabank—$625Target set to $625 (+18.8% to spot)AW40
MSGESusquehanna—$92Target set to $92 (+18.2% to spot)—
BLDRLoop Capital—$62Target set to $62 (+9.1% to spot)—
LLYBernstein—$1385 → $1450Target raised to $1450 from $1385 (+13.9% to spot)HALO
BCCLoop Capital—$85Target set to $85 (+9.3% to spot)—
SPCXBernstein—$248 → $267Target raised to $267 from $248 (+81% to spot)Rubin · AEI
GNTXUBS—$24 → $21Target cut to $21 from $24 (+1.6% to spot)—
SPOTBernstein—$625 → $725Target raised to $725 from $625 (+24.1% to spot)AW40
AARDH.C. Wainwright—$4 → $2Target cut to $2 from $4 (+43.9% to spot)—
CMIWells Fargo—$760 → $608Target cut to $608 from $760 (+17.5% to spot)—
EQPTWells Fargo—$25 → $19Target cut to $19 from $25 (+18.7% to spot)—
TEXWells Fargo—$70 → $60Target cut to $60 from $70 (+17% to spot)—
MKSIMorgan Stanley—$345 → $330Target cut to $330 from $345 (+67.9% to spot)Rubin
ACNWells Fargo—$210 → $252Target raised to $252 from $210 (+1.1% to spot)—
TENBBaird—$41 → $50Target raised to $50 from $41 (+12.1% to spot)—
MSFTOppenheimer—$625Target set to $625 (+19.2% to spot)AW40
FIXKeyBanc—$2125 → $1979Target cut to $1979 from $2125 (+70.5% to spot)Rubin
VEEVBaird—$300 → $350Target raised to $350 from $300 (+8.3% to spot)AW40
KALUKeyBanc—$181 → $127Target cut to $127 from $181 (+18.4% to spot)—
FUNGoldman Sachs—$15 → $6Target cut to $6 from $15 (-11.4% to spot)—
PTONGoldman Sachs—$7.5 → $6.5Target cut to $6.5 from $7.5 (+21% to spot)—
RSKeyBanc—$421 → $437Target raised to $437 from $421 (+5.1% to spot)—
DUOLGoldman Sachs—$114 → $135Target raised to $135 from $114 (-5.6% to spot)AW40
TNXPCanaccord—$18Target set to $18 (+248.2% to spot)—
BMYPiper Sandler—$82 → $78Target cut to $78 from $82 (+26.9% to spot)—
MEOHRaymond James—$72Target set to $72 (+14.1% to spot)—
LGNGuggenheim—$90Target set to $90 (+149.5% to spot)—
SLBPiper Sandler—$63 → $65Target raised to $65 from $63 (+22.5% to spot)—
AMTBPiper Sandler—$33.5 → $35Target raised to $35 from $33.5 (+16.4% to spot)—
DEOMorgan Stanley—$76 → $83Target raised to $83 from $76 (-13.5% to spot)—
FMAOPiper Sandler—$36 → $39Target raised to $39 from $36 (+6.7% to spot)—
GBCIPiper Sandler—$60 → $63Target raised to $63 from $60 (+31.8% to spot)—
SOTKNorthland—$7Target set to $7 (+33.1% to spot)—
OSBCPiper Sandler—$30 → $29Target cut to $29 from $30 (+18.7% to spot)—
BCPCH.C. Wainwright—$210Target set to $210 (+18.6% to spot)—
TEMH.C. Wainwright—$68Target set to $68 (+0.6% to spot)AW40
PFBCPiper Sandler—$120 → $130Target raised to $130 from $120 (+21.8% to spot)—
PNFPPiper Sandler—$125 → $127Target raised to $127 from $125 (+26.6% to spot)—
SHOEvercore ISI—$13Target set to $13 (+3.9% to spot)—
RHPEvercore ISI—$140Target set to $140 (+7.4% to spot)—
SHBIPiper Sandler—$26.5 → $26Target cut to $26 from $26.5 (+13.3% to spot)—
MRNAPiper Sandler—$167 → $230Target raised to $230 from $167 (+14.9% to spot)—
UBSIPiper Sandler—$51 → $54Target raised to $54 from $51 (+11% to spot)—
UVEPiper Sandler—$45 → $51Target raised to $51 from $45 (+4.4% to spot)—
RNGRosenblatt—$105Target set to $105 (+25.9% to spot)—
PTHSAlliance Global—$45 → $30Target cut to $30 from $45 (+76.5% to spot)—
LINEGoldman Sachs—$44Target set to $44 (+24.4% to spot)—
HSTEvercore ISI—$25 → $26Target raised to $26 from $25 (+5.2% to spot)—
PEBEvercore ISI—$20 → $21Target raised to $21 from $20 (+3% to spot)—
PKEvercore ISI—$16 → $17Target raised to $17 from $16 (+4% to spot)—
BSXStifel—$60 → $55Target cut to $55 from $60 (+20.4% to spot)—
BLDRStifel—$65 → $55Target cut to $55 from $65 (-3.3% to spot)—
DKNGStifel—$36 → $32Target cut to $32 from $36 (+53% to spot)—
FLUTStifel—$133 → $125Target cut to $125 from $133 (+56.1% to spot)—
HNGEStifel—$115 → $130Target raised to $130 from $115 (+16.6% to spot)—
HDStifel—$346 → $322Target cut to $322 from $346 (+0.7% to spot)—
IBPStifel—$240 → $220Target cut to $220 from $240 (+10.5% to spot)—
LOWStifel—$220 → $195Target cut to $195 from $220 (-1.9% to spot)—
ORICStifel—$14 → $18Target raised to $18 from $14 (+36.7% to spot)—
RSIStifel—$34 → $30Target cut to $30 from $34 (+88.7% to spot)—
SSDStifel—$218 → $210Target cut to $210 from $218 (+13.9% to spot)—
SITEStifel—$100 → $94Target cut to $94 from $100 (-8.9% to spot)—
SRADStifel—$18 → $17Target cut to $17 from $18 (+42.3% to spot)—
IMSRLucid Capital—$10Target set to $10 (+257.1% to spot)—
UFPIStifel—$90 → $85Target cut to $85 from $90 (+4.6% to spot)—
KNXSusquehanna—$85 → $93Target raised to $93 from $85 (+51.9% to spot)—
ALLYTruist—$50 → $48Target cut to $48 from $50 (+22.9% to spot)—
WTFCTruist—$183 → $175Target cut to $175 from $183 (+16.1% to spot)—
VSusquehanna—$427 → $480Target raised to $480 from $427 (+17.7% to spot)—
XRAYBarrington—$15 → $13Target cut to $13 from $15 (+37.9% to spot)—
DDOGOppenheimer—$300 → $330Target raised to $330 from $300 (+22.4% to spot)AEI
VLYTruist—$16.5 → $17Target raised to $17 from $16.5 (+20.9% to spot)—
FLGTruist—$15 → $13Target cut to $13 from $15 (+25.2% to spot)—
LPXOppenheimer—$107 → $104Target cut to $104 from $107 (+41% to spot)—
AFRMMonness Crespi—$90Target set to $90 (+28.4% to spot)—
KLARMonness Crespi—$20Target set to $20 (+56.1% to spot)—
NUMonness Crespi—$20Target set to $20 (+31.9% to spot)HALO
SOFIMonness Crespi—$20Target set to $20 (+36.8% to spot)—
VRSNWedbush—$351 → $367Target raised to $367 from $351 (+22.2% to spot)—
MSBIPiper Sandler—$35 → $37Target raised to $37 from $35 (+12.2% to spot)—
CUBIPiper Sandler—$92 → $102Target raised to $102 from $92 (+20.7% to spot)—
PGPiper Sandler—$145 → $167Target raised to $167 from $145 (+3.7% to spot)—
KOPiper Sandler—$95 → $102Target raised to $102 from $95 (+10% to spot)—
VTRSPiper Sandler—$13 → $14Target raised to $14 from $13 (-22.2% to spot)—
AXSMPiper Sandler—$258 → $238Target cut to $238 from $258 (+64.1% to spot)—
REXRBofA—$42 → $43Target raised to $43 from $42 (+11.1% to spot)—
ASNDCanaccord—$268Target set to $268 (+10.1% to spot)—
FVRRGoldman Sachs—$13 → $9Target cut to $9 from $13 (+6.5% to spot)—
SPOTBaird—$675Target set to $675 (+15.5% to spot)AW40
VLYCiti—$18 → $18.5Target raised to $18.5 from $18 (+31.6% to spot)—
SEIWells Fargo—$85 → $72Target cut to $72 from $85 (+22.6% to spot)—
CATWells Fargo—$1155 → $840Target cut to $840 from $1155 (+22.3% to spot)—
FDXBernstein—$397 → $377Target cut to $377 from $397 (+26.2% to spot)—
LMTBofA Securities—$620Target set to $620 (+2.6% to spot)—
CRCLMizuho—$43Target set to $43 (-49.9% to spot)—
XYZMorgan Stanley—$80Target set to $80 (+4.6% to spot)—
ACCVMorgan Stanley—$18Target set to $18 (+45.4% to spot)—
CRWVRaymond James—$75Target set to $75 (+38.3% to spot)AEI
KRNYRaymond James—$10.5Target set to $10.5 (+12.9% to spot)—
GLWells Fargo—$180Target set to $180 (+16.3% to spot)—
FICOBMO Capital—$1150 → $897Target cut to $897 from $1150 (+18.7% to spot)—
SLBUBS—$70Target set to $70 (+31.9% to spot)—
DOCNUBS—$105Target set to $105 (+12.6% to spot)AEI
BROSUBS—$75Target set to $75 (+80.8% to spot)HALO
CATUBS—$750Target set to $750 (+9.2% to spot)—
FICOUBS—$942Target set to $942 (+15.5% to spot)—
FIXUBS—$1900Target set to $1900 (+63.7% to spot)Rubin
SENew Street—$70Target set to $70 (-6.2% to spot)HALO · AW40
ACCVBaird—$16Target set to $16 (+29.2% to spot)—
ORCLWells Fargo—$250Target set to $250 (+98.2% to spot)AW40
AMZNUBS—$348Target set to $348 (+40.3% to spot)AW40
FLNCUBS—$6Target set to $6 (+7.3% to spot)HALO
WENUBS—$6.5Target set to $6.5 (+4.5% to spot)—
AXPBarclays—$342 → $340Target cut to $340 from $342 (+8.6% to spot)—
BEBarclays—$308 → $316Target raised to $316 from $308 (+63.5% to spot)Rubin
FCNCABarclays—$2376 → $2650Target raised to $2650 from $2376 (+11.5% to spot)—
FLGBarclays—$15 → $14Target cut to $14 from $15 (+34.9% to spot)—
KALUBarclays—$180 → $155Target cut to $155 from $180 (+44.5% to spot)—
KKRBarclays—$130 → $127Target cut to $127 from $130 (+39% to spot)—
MRKBarclays—$150 → $180Target raised to $180 from $150 (+23.9% to spot)—
MSMBarclays—$152 → $159Target raised to $159 from $152 (+39.6% to spot)—
OIIBarclays—$47 → $42Target cut to $42 from $47 (+7% to spot)—
OMCBarclays—$88 → $87Target cut to $87 from $88 (+5.2% to spot)—
PGBarclays—$152 → $165Target raised to $165 from $152 (+2.5% to spot)—
RSBarclays—$420 → $445Target raised to $445 from $420 (+7.1% to spot)—
RHIBarclays—$25 → $40Target raised to $40 from $25 (-12.8% to spot)—
SLBBarclays—$66 → $63Target cut to $63 from $66 (+18.7% to spot)—
SNABarclays—$435 → $405Target cut to $405 from $435 (+13.4% to spot)—
SCCOBarclays—$168 → $165Target cut to $165 from $168 (-10.8% to spot)—
TDYBarclays—$640 → $646Target raised to $646 from $640 (+3.3% to spot)HALO
XIFRBarclays—$12 → $11Target cut to $11 from $12 (+16.2% to spot)—
AAPRothschild & Co Redburn—$32Target set to $32 (-31.8% to spot)—
LKQRoth Capital—$18Target set to $18 (+3.3% to spot)—
FNDStifel—$52Target set to $52 (+8.7% to spot)—
SPCXBernstein SocGen Group—$268Target set to $268 (+81.7% to spot)Rubin · AEI
USCBRaymond James—$23Target set to $23 (+15.1% to spot)—
ACCVBarclays—$20Target set to $20 (+61.6% to spot)—
NTNXGuggenheim—$100Target set to $100 (+41.7% to spot)—
EFXRBC Capital—$189Target set to $189 (+3.6% to spot)—
ACCVGoldman Sachs—$22Target set to $22 (+77.7% to spot)—

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