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Analyst Wire — 2026-10-27

Every US sell-side action recorded on 2026-10-27 — 178 in total: 4 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 (4)

NameFirmRatingTargetCallOurs
SLFScotiabankSector Perform → Outperform—Upgraded to Outperform from Sector Perform—
ABGCraig-HallumHold → Buy—Upgraded to Buy from Hold—
MELICitigroupNeutral → Buy—Upgraded to Buy from NeutralHALO · AW40
FERGCitigroupNeutral → Buy—Upgraded to Buy from Neutral—

Downgrades (13)

NameFirmRatingTargetCallOurs
MFCScotiabankOutperform → Sector Perform—Downgraded to Sector Perform from Outperform—
BBDItau BBAOutperform → Market Perform—Downgraded to Market Perform from Outperform—
ARTVWedbushOutperform → Neutral—Downgraded to Neutral from Outperform—
ARTVNeedhamBuy → Hold—Downgraded to Hold from Buy—
AVGOCitigroupBuy → Neutral—Downgraded to Neutral from BuyRubin
AVGOWilliam BlairOutperform → Market Perform—Downgraded to Market Perform from OutperformRubin
AVGOUBSHold → Neutral—Downgraded to Neutral from HoldRubin
ARTVCowen & Co.Buy → Hold—Downgraded to Hold from Buy—
PAGSCitigroupReduce → Neutral—Downgraded to Neutral from Reduce—
XPCitigroupBuy → Neutral—Downgraded to Neutral from Buy—
MRNAWilliam BlairOutperform → Market Perform—Downgraded to Market Perform from Outperform—
HUBSUBSHold → Neutral—Downgraded to Neutral from HoldAW40
MERCCIBCUnderperform → Reduce—Downgraded to Reduce from Underperform—

Initiations (11)

NameFirmRatingTargetCallOurs
VNTGLitchfield HillsBuy—Initiated to Buy—
AVGOH.C. WainwrightBuy—Initiated to BuyRubin
AVGOWedbushOutperform—Initiated to OutperformRubin
AVGOOppenheimerOutperform → Buy—Initiated to Buy from OutperformRubin
DYOppenheimerPerform—Initiated to Perform—
TRNSCJS SecuritiesOutperform—Initiated to Outperform—
JPGoldman SachsBuy → Buy—Initiated to Buy from Buy—
BTEJefferiesBuy—Initiated to Buy—
CNJefferiesHold → Buy—Initiated to Buy from Hold—
ZGNRBC CapitalOutperform—Initiated to Outperform—
CPKansas City CapitalBuy → Buy—Initiated to Buy from Buy—

Price-target moves (150)

NameFirmRatingTargetCallOurs
BLDPJefferies—$1.68Target set to $1.68 (+8.4% to spot)—
RCLJefferies—$330 → $350Target raised to $350 from $330 (+18.3% to spot)—
PAAJefferies—$27 → $30Target raised to $30 from $27 (+13.6% to spot)—
UPSGoldman Sachs—$132 → $135Target raised to $135 from $132 (+27.2% to spot)—
ITWGoldman Sachs—$267 → $270Target raised to $270 from $267 (-2.1% to spot)—
CHKPJefferies—$150 → $185Target raised to $185 from $150 (+15.7% to spot)—
INIOGoldman Sachs—$35 → $31Target cut to $31 from $35 (+82.6% to spot)—
WHRGoldman Sachs—$41 → $35Target cut to $35 from $41 (+27.6% to spot)—
GLXYGoldman Sachs—$24 → $20.5Target cut to $20.5 from $24 (+19.3% to spot)—
ABGCraig-Hallum on improving fundamentals—$250Target set to $250 (+28.2% to spot)—
AWITruist—$230 → $210Target cut to $210 from $230 (+35.2% to spot)—
IQVBaird—$324 → $328Target raised to $328 from $324 (+20.8% to spot)—
WVELeerink—$12 → $10Target cut to $10 from $12 (+189.9% to spot)—
CVLTTruist—$182 → $200Target raised to $200 from $182 (+15.9% to spot)—
CVLTStephens—$170 → $205Target raised to $205 from $170 (+18.8% to spot)—
ZYMETruist Securities—$35Target set to $35 (+21.3% to spot)—
TNLStifel—$90 → $91Target raised to $91 from $90 (+38.1% to spot)—
PYPLEvercore ISI—$40 → $45Target raised to $45 from $40 (-19.4% to spot)—
SLGTruist—$57 → $48Target cut to $48 from $57 (-4.8% to spot)—
ARTVWedbush after patient death—$4Target set to $4 (-6% to spot)—
TGIDA Davidson—$70Target set to $70 (+169.1% to spot)—
WYDA Davidson on Updated Outlook—$27Target set to $27 (+39.9% to spot)—
FLGUBS—$15.5 → $14.5Target cut to $14.5 from $15.5 (+42.8% to spot)—
IDXXUBS—$670 → $627Target cut to $627 from $670 (+11.5% to spot)HALO
IARTUBS—$19 → $14Target cut to $14 from $19 (+17.3% to spot)—
RCBCDA Davidson—$55 → $61Target raised to $61 from $55 (+6.3% to spot)—
MOSUBS—$23 → $19Target cut to $19 from $23 (+3.7% to spot)—
PFGUBS—$120 → $112Target cut to $112 from $120 (+2.3% to spot)—
CLWRBC Capital—$23 → $22Target cut to $22 from $23 (+55.3% to spot)—
LTHMizuho—$64 → $68Target raised to $68 from $64 (+53.6% to spot)—
FISVBMO Capital—$50 → $48Target cut to $48 from $50 (+1.2% to spot)—
ARESBMO Capital—$134 → $130Target cut to $130 from $134 (+6.8% to spot)—
NEMScotiabank—$149 → $148Target cut to $148 from $149 (+32% to spot)—
CGBMO Capital—$56 → $46Target cut to $46 from $56 (+19.1% to spot)—
HLNEBMO Capital—$116 → $95Target cut to $95 from $116 (+17.6% to spot)—
KKRBMO Capital—$118 → $109Target cut to $109 from $118 (+19% to spot)—
STEPBMO Capital—$58 → $48Target cut to $48 from $58 (+15.2% to spot)—
TPGBMO Capital—$56 → $52Target cut to $52 from $56 (+16% to spot)—
KMIScotiabank—$32 → $34Target raised to $34 from $32 (+0.5% to spot)—
CXScotiabank—$14.5 → $13.8Target cut to $13.8 from $14.5 (+33% to spot)—
WYCIBC—$30 → $25Target cut to $25 from $30 (+29.5% to spot)—
ABCBDA Davidson—$100 → $96Target cut to $96 from $100 (+16.3% to spot)—
CWBCDA Davidson—$29 → $31Target raised to $31 from $29 (+18.9% to spot)—
XNCRTruist—$29 → $40Target raised to $40 from $29 (+40.3% to spot)—
LCIIRoth Capital—$135 → $112Target cut to $112 from $135 (+29.2% to spot)—
HBTDA Davidson—$37 → $39Target raised to $39 from $37 (+6.6% to spot)—
ORICWedbush—$17 → $14Target cut to $14 from $17 (+57.2% to spot)—
XNCRWedbush—$30 → $45Target raised to $45 from $30 (+56.4% to spot)—
AGYSOppenheimer—$118 → $135Target raised to $135 from $118 (+15.2% to spot)—
TALOGoldman Sachs—$20 → $22Target raised to $22 from $20 (+18.6% to spot)—
KOSGoldman Sachs—$2.5 → $2.75Target raised to $2.75 from $2.5 (-3.5% to spot)—
AMKRGoldman Sachs—$65 → $56Target cut to $56 from $65 (+52.1% to spot)Rubin
RSusquehanna—$280 → $318Target raised to $318 from $280 (+12.7% to spot)—
AGYSPiper Sandler—$120 → $140Target raised to $140 from $120 (+13.4% to spot)—
HBTPiper Sandler—$39 → $40Target raised to $40 from $39 (+7.5% to spot)—
ISTRPiper Sandler—$32.5 → $31Target cut to $31 from $32.5 (+11.4% to spot)—
MPBPiper Sandler—$42 → $40Target cut to $40 from $42 (+16.3% to spot)—
SRCEPiper Sandler—$100 → $105Target raised to $105 from $100 (+19.5% to spot)—
FSLRGuggenheim—$282 → $299Target raised to $299 from $282 (+77.8% to spot)HALO
CAIBTIG—$33 → $38Target raised to $38 from $33 (+17.1% to spot)—
AVBPGuggenheim—$18 → $30Target raised to $30 from $18 (+95.3% to spot)—
CTSHGuggenheim—$65 → $80Target raised to $80 from $65 (+15.4% to spot)—
AMKRNeedham—$55Target set to $55 (+49.4% to spot)Rubin
MIAXRosenblatt—$60Target set to $60 (+80.9% to spot)—
ASCEvercore ISI—$21 → $22Target raised to $22 from $21 (+6.3% to spot)—
AXPEvercore ISI—$320 → $330Target raised to $330 from $320 (+4.7% to spot)—
BBYEvercore ISI—$95 → $100Target raised to $100 from $95 (+2.1% to spot)—
CFGEvercore ISI—$78 → $74Target cut to $74 from $78 (+13.2% to spot)—
COFEvercore ISI—$220 → $230Target raised to $230 from $220 (+13.7% to spot)—
DHTEvercore ISI—$19 → $26Target raised to $26 from $19 (+5.7% to spot)—
FROEvercore ISI—$41 → $53Target raised to $53 from $41 (-4% to spot)—
NATEvercore ISI—$5 → $7Target raised to $7 from $5 (-11.5% to spot)—
RFEvercore ISI—$27 → $28Target raised to $28 from $27 (-2.1% to spot)—
RMBSEvercore ISI—$160 → $150Target cut to $150 from $160 (+66.1% to spot)—
STNGEvercore ISI—$93 → $97Target raised to $97 from $93 (+11.3% to spot)—
TFCEvercore ISI—$54 → $55Target raised to $55 from $54 (+12.5% to spot)—
TNKEvercore ISI—$94 → $116Target raised to $116 from $94 (+14.9% to spot)—
ZIONEvercore ISI—$64 → $66Target raised to $66 from $64 (+0.1% to spot)—
BMIArgus—$170Target set to $170 (+9% to spot)—
UWMCCompass Point—$1.5Target set to $1.5 (+6.4% to spot)—
ETORCantor Fitzgerald—$53 → $48Target cut to $48 from $53 (+104.1% to spot)—
ABNBOppenheimer—$190 → $210Target raised to $210 from $190 (+22.8% to spot)—
NYXHCantor Fitzgerald—$6 → $3Target cut to $3 from $6 (+250.3% to spot)—
TFINDA Davidson—$67 → $70Target raised to $70 from $67 (+11% to spot)—
PATKRoth Capital—$114 → $96Target cut to $96 from $114 (+38.3% to spot)—
CFUBS—$123 → $134Target raised to $134 from $123 (+11.2% to spot)—
LFTOWedbush—$25Target set to $25 (+49.3% to spot)—
VZMorgan Stanley—$52 → $50Target cut to $50 from $52 (+16% to spot)—
CDNABTIG—$81Target set to $81 (+17.2% to spot)—
NTRABTIG—$430Target set to $430 (+6.2% to spot)HALO
BRXStifel—$32 → $30.5Target cut to $30.5 from $32 (+8.5% to spot)—
OVVStephens—$75 → $77Target raised to $77 from $75 (+6.1% to spot)—
FULTStephens—$26 → $25Target cut to $25 from $26 (+5.5% to spot)—
MSBIStephens—$34 → $36Target raised to $36 from $34 (+6% to spot)—
CDNSBaird—$420 → $440Target raised to $440 from $420 (+36.6% to spot)Rubin
NBBKKeefe Bruyette—$25 → $24Target cut to $24 from $25 (+4.3% to spot)—
TPRBaird—$165 → $150Target cut to $150 from $165 (+35.3% to spot)—
SSDBaird—$205 → $210Target raised to $210 from $205 (+15.5% to spot)—
WCNUBS—$200 → $215Target raised to $215 from $200 (+15.1% to spot)HALO
EBAYUBS—$120 → $131Target raised to $131 from $120 (+10.4% to spot)—
FLUTUBS—$140 → $130Target cut to $130 from $140 (+62.1% to spot)—
ALCKeyBanc—$88 → $84Target cut to $84 from $88 (+20% to spot)—
LEUTexas Capital—$151Target set to $151 (+53.4% to spot)—
ADCKeyBanc—$82 → $76Target cut to $76 from $82 (+12.8% to spot)—
MURGoldman Sachs—$36 → $44Target raised to $44 from $36 (-0.5% to spot)—
OXYGoldman Sachs—$69 → $76Target raised to $76 from $69 (+18.6% to spot)—
OVVGoldman Sachs—$65 → $72Target raised to $72 from $65 (-0.8% to spot)—
MSFTRaymond James—$630Target set to $630 (+18.3% to spot)AW40
SPHRMorgan Stanley—$170 → $150Target cut to $150 from $170 (+35.8% to spot)—
UNHMorgan Stanley—$529 → $531Target raised to $531 from $529 (+29.3% to spot)—
AGYSNeedham—$135 → $145Target raised to $145 from $135 (+17.5% to spot)—
CTRIWells Fargo—$28Target set to $28 (+39.1% to spot)—
CRTOWells Fargo—$15Target set to $15 (+3.7% to spot)—
TYLNeedham—$500Target set to $500 (+29.4% to spot)—
RMBSSusquehanna—$103Target set to $103 (+14% to spot)—
CDNSNeedham—$430Target set to $430 (+33.5% to spot)Rubin
AMKRMorgan Stanley—$70 → $63Target cut to $63 from $70 (+71.1% to spot)Rubin
SSDStephens—$215 → $205Target cut to $205 from $215 (+12.7% to spot)—
PYPDOppenheimer—$10Target set to $10 (+89% to spot)—
WATTH.C. Wainwright—$15Target set to $15 (+77.7% to spot)—
DRIOBTIG—$6Target set to $6 (+76.5% to spot)—
PBFPiper Sandler—$94Target set to $94 (+16.7% to spot)—
XNCRWells Fargo—$44Target set to $44 (+50.8% to spot)—
UNHWells Fargo—$487Target set to $487 (+18.6% to spot)—
PPLTruist—$41Target set to $41 (+17.4% to spot)—
PARRPiper Sandler—$94Target set to $94 (+13% to spot)—
DINOPiper Sandler—$152Target set to $152 (+21.4% to spot)—
DKPiper Sandler—$90Target set to $90 (+14.7% to spot)—
CHMGRaymond James—$90Target set to $90 (+5.3% to spot)—
PWRTruist Securities—$960Target set to $960 (+70.2% to spot)Rubin · HALO
CCNERaymond James—$40Target set to $40 (+12.5% to spot)—
VZBarclays—$46 → $44Target cut to $44 from $46 (+2.1% to spot)—
HTLDBarclays—$12 → $10Target cut to $10 from $12 (-0.2% to spot)—
TLNBarclays—$408 → $387Target cut to $387 from $408 (+14.6% to spot)—
NRGBarclays—$204 → $163Target cut to $163 from $204 (+74.1% to spot)—
CEGBarclays—$324 → $345Target raised to $345 from $324 (+36.6% to spot)—
KALUUBS—$158Target set to $158 (+49.8% to spot)—
EQTUBS—$75Target set to $75 (+36.7% to spot)—
VSTBofA Securities—$194Target set to $194 (+36.9% to spot)—
KGSBofA Securities—$74Target set to $74 (+62.8% to spot)—
FDXBofA Securities—$359Target set to $359 (+19.4% to spot)—
XNCRRBC Capital—$43Target set to $43 (+47.4% to spot)—
OLLIRBC Capital—$125Target set to $125 (+48.4% to spot)—
CXRBC Capital—$13.75Target set to $13.75 (+34.9% to spot)—
CHDNStifel—$132Target set to $132 (+57.1% to spot)—
DDOGUBS—$280 → $320Target raised to $320 from $280 (+14.2% to spot)AEI
PAYCJefferies—$160 → $300Target raised to $300 from $160 (+11.8% to spot)—
VSTBofA—$196 → $194Target cut to $194 from $196 (+36.9% to spot)—
SAMMorgan Stanley—$190 → $200Target raised to $200 from $190 (-0.7% to spot)—
NOCBernstein—$556 → $590Target raised to $590 from $556 (+4.3% to spot)—

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