—

Analyst Wire — 2026-10-28

Every US sell-side action recorded on 2026-10-28 — 264 in total: 3 upgrades, 10 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 (3)

NameFirmRatingTargetCallOurs
VZUBSNeutral → Buy—Upgraded to Buy from Neutral—
CHEJefferiesHold → Buy—Upgraded to Buy from Hold—
PNRExane BNP ParibasUnderperform → Neutral—Upgraded to Neutral from Underperform—

Downgrades (10)

NameFirmRatingTargetCallOurs
BAPiper SandlerOverweight → Neutral—Downgraded to Neutral from Overweight—
MFCScotiabankSector Perform → Perform—Downgraded to Perform from Sector Perform—
ENPHOppenheimerOutperform → Perform—Downgraded to Perform from OutperformHALO
DYNOppenheimerOutperform → Perform—Downgraded to Perform from Outperform—
MFICRaymond JamesOutperform → Market Perform—Downgraded to Market Perform from Outperform—
SMPLJefferiesBuy → Hold—Downgraded to Hold from Buy—
BAJefferiesBuy → Hold—Downgraded to Hold from Buy—
ENPHExane BNP ParibasUnderperform → Neutral—Downgraded to Neutral from UnderperformHALO
SWGoldman SachsBuy → Neutral—Downgraded to Neutral from Buy—
FFIVPiper SandlerOverweight → Neutral—Downgraded to Neutral from Overweight—

Initiations (12)

NameFirmRatingTargetCallOurs
BANeedhamHold—Initiated to Hold—
BAGLJ ResearchBuy—Initiated to Buy—
BASusquehannaPositive → Positive—Initiated to Positive from Positive—
MSGRSusquehannaPositive—Initiated to Positive—
AESIGLJ ResearchBuy$13Initiated to Buy · Target set to $13 (+42.2% to spot)—
AECRoth CapitalBuy$5Initiated to Buy · Target set to $5 (+65.6% to spot)—
SPROCantor FitzgeraldOverweight—Initiated to Overweight—
LABTH.C. WainwrightBuy—Initiated to Buy—
MSGRGuggenheimBuy$278Initiated to Buy · Target set to $278 (+56.5% to spot)—
ALHCNeedhamHold → Hold—Initiated to Hold from Hold—
CLOVNeedhamBuy$6Initiated to Buy · Target set to $6 (+29.6% to spot)—
CNDesjardinsBuy → Hold—Initiated to Hold from Buy—

Price-target moves (239)

NameFirmRatingTargetCallOurs
AVTRRBC Capital—$17Target set to $17 (+1.9% to spot)—
SLDETexas Capital Securities—$35Target set to $35 (+28.7% to spot)—
ETSYCanaccord—$105Target set to $105 (+13.7% to spot)—
REPLJefferies—$24 → $29Target raised to $29 from $24 (+80.6% to spot)—
AVTREvercore ISI—$15 → $17Target raised to $17 from $15 (+1.9% to spot)—
ETSYJefferies—$90 → $100Target raised to $100 from $90 (+8.3% to spot)—
AXGNJefferies—$55 → $60Target raised to $60 from $55 (+21.8% to spot)—
OSSRoth Capital—$18 → $15Target cut to $15 from $18 (+140% to spot)—
OSSAlliance Global—$18 → $16Target cut to $16 from $18 (+156% to spot)—
ADPJefferies—$225 → $250Target raised to $250 from $225 (-12.4% to spot)—
ETSYTruist—$90 → $106Target raised to $106 from $90 (+14.4% to spot)—
ETSYDeutsche Bank—$90 → $100Target raised to $100 from $90 (+8% to spot)—
ICLREvercore ISI—$180 → $240Target raised to $240 from $180 (+17.3% to spot)—
DQRoth Capital—$19 → $12Target cut to $12 from $19 (+11.9% to spot)—
LHLeerink—$365 → $410Target raised to $410 from $365 (+12.8% to spot)—
HRIBarclays—$175 → $200Target raised to $200 from $175 (+20.3% to spot)—
OGEScotiabank—$49 → $54Target raised to $54 from $49 (+9.8% to spot)—
LHBarclays—$330 → $380Target raised to $380 from $330 (+4.5% to spot)—
BSXNeedham—$57 → $48Target cut to $48 from $57 (+11.6% to spot)—
OSWJefferies—$36 → $40Target raised to $40 from $36 (+45.7% to spot)—
VSTCIBC—$201 → $181Target cut to $181 from $201 (+25.7% to spot)—
TLNCIBC—$499 → $493Target cut to $493 from $499 (+41.6% to spot)—
SOLVCIBC—$38 → $35Target cut to $35 from $38 (-57.3% to spot)—
NRGCIBC—$173 → $159Target cut to $159 from $173 (+64.6% to spot)—
CEGCIBC—$358 → $343Target cut to $343 from $358 (+32.7% to spot)—
AQNCIBC—$6 → $5.75Target cut to $5.75 from $6 (+7.4% to spot)—
SMPLDA Davidson—$11Target set to $11 (+5.8% to spot)—
SHWDA Davidson—$390Target set to $390 (+21.8% to spot)—
AWIDA Davidson—$200Target set to $200 (+25.5% to spot)—
EEFTDA Davidson—$84Target set to $84 (+38.1% to spot)—
CPACScotiabank—$13 → $12.96Target cut to $12.96 from $13 (+0.9% to spot)—
FCXScotiabank—$80 → $78Target cut to $78 from $80 (+18.8% to spot)HALO
NRGScotiabank—$162 → $149Target cut to $149 from $162 (+54.2% to spot)—
VSTScotiabank—$207 → $189Target cut to $189 from $207 (+31.2% to spot)—
HCAKeyBanc—$435 → $490Target raised to $490 from $435 (+6% to spot)—
KMIRBC Capital—$36 → $38Target raised to $38 from $36 (+12.4% to spot)—
HOODKeyBanc—$140 → $135Target cut to $135 from $140 (+46.8% to spot)—
ENPHRBC Capital—$41 → $30Target cut to $30 from $41 (+19.7% to spot)HALO
PAYCKeyBanc—$280 → $295Target raised to $295 from $280 (+12.7% to spot)—
PINSKeyBanc—$30 → $28Target cut to $28 from $30 (+36.3% to spot)—
CVLTRBC Capital—$160 → $180Target raised to $180 from $160 (+6.2% to spot)—
ACRSCraig-Hallum—$10 → $9Target cut to $9 from $10 (+137.8% to spot)—
ENPHCraig-Hallum—$54 → $38Target cut to $38 from $54 (+51.7% to spot)HALO
APPRBC Capital—$575 → $500Target cut to $500 from $575 (+94% to spot)AW40
TENAlliance Global—$55 → $65Target raised to $65 from $55 (+20.1% to spot)—
ENPHNorthland—$62 → $37.5Target cut to $37.5 from $62 (+50.5% to spot)HALO
IQVTruist—$329 → $346Target raised to $346 from $329 (+23.2% to spot)—
ITWTruist—$297 → $293Target cut to $293 from $297 (+6.6% to spot)—
BBAICantor Fitzgerald—$3Target set to $3 (+28.8% to spot)—
CNCCantor Fitzgerald—$79Target set to $79 (+14.4% to spot)—
EEFTNorthland—$85 → $80Target cut to $80 from $85 (+33.9% to spot)—
LSTRTruist—$175 → $160Target cut to $160 from $175 (+12.5% to spot)—
MANHTruist—$240 → $305Target raised to $305 from $240 (+24.1% to spot)—
GMTigress Financial—$130 → $132Target raised to $132 from $130 (+64.2% to spot)—
FNMAB.Riley—$4.5Target set to $4.5 (+6.9% to spot)—
CVLTDA Davidson—$210Target set to $210 (+24.3% to spot)—
AITKeyBanc—$420 → $360Target cut to $360 from $420 (+20.4% to spot)—
PNRRBC Capital—$61 → $69Target raised to $69 from $61 (+8.6% to spot)—
PSARBC Capital—$318 → $323Target raised to $323 from $318 (+2.5% to spot)—
RGENRBC Capital—$185 → $200Target raised to $200 from $185 (+9% to spot)—
KIDSLake Street—$34 → $38Target raised to $38 from $34 (+45.1% to spot)—
WHRRBC Capital—$22 → $15Target cut to $15 from $22 (-43.3% to spot)—
ABTD Cowen—$36 → $35Target cut to $35 from $36 (+0.2% to spot)—
WERNEvercore ISI—$37 → $34Target cut to $34 from $37 (+21.3% to spot)—
VEvercore ISI—$370 → $405Target raised to $405 from $370 (+0.7% to spot)—
PFGEvercore ISI—$112 → $111Target cut to $111 from $112 (-0.5% to spot)—
LSTREvercore ISI—$187 → $182Target cut to $182 from $187 (+29.5% to spot)—
PNRBaird—$80 → $78Target cut to $78 from $80 (+21.4% to spot)—
JCIEvercore ISI—$155 → $170Target raised to $170 from $155 (+6.8% to spot)—
STUBS—$54 → $51Target cut to $51 from $54 (+23.4% to spot)—
JBLUEvercore ISI—$5 → $3Target cut to $3 from $5 (+5.4% to spot)—
SMPLUBS—$12 → $11Target cut to $11 from $12 (+9.6% to spot)—
LSTRUBS—$195 → $185Target cut to $185 from $195 (+27.5% to spot)—
GOOSUBS—$10.5 → $9Target cut to $9 from $10.5 (+14.2% to spot)—
SHWUBS—$363 → $370Target raised to $370 from $363 (+15.2% to spot)—
SGUBS—$6.5 → $11Target raised to $11 from $6.5 (+0.7% to spot)—
RLUBS—$520 → $521Target raised to $521 from $520 (+33.4% to spot)—
LECOUBS—$340 → $360Target raised to $360 from $340 (+26.9% to spot)—
KOUBS—$104 → $106Target raised to $106 from $104 (+15.7% to spot)—
ECLUBS—$344 → $357Target raised to $357 from $344 (+22% to spot)HALO
WHMorgan Stanley—$97 → $94Target cut to $94 from $97 (+28.8% to spot)—
WTMorgan Stanley—$27 → $25Target cut to $25 from $27 (+16.9% to spot)—
WERNMorgan Stanley—$55 → $52Target cut to $52 from $55 (+85.8% to spot)—
HLTMorgan Stanley—$349 → $362Target raised to $362 from $349 (+4.9% to spot)—
FLYWMorgan Stanley—$22 → $24Target raised to $24 from $22 (+26.9% to spot)—
CPAYMorgan Stanley—$455 → $460Target raised to $460 from $455 (+16.4% to spot)—
NVTRoth Capital—$210 → $200Target cut to $200 from $210 (+44.3% to spot)Rubin
CNCMorgan Stanley—$66 → $71Target raised to $71 from $66 (+4.5% to spot)—
ARECantor Fitzgerald—$52 → $42Target cut to $42 from $52 (+4.1% to spot)—
AAMIMorgan Stanley—$95 → $97Target raised to $97 from $95 (+2.7% to spot)—
VOppenheimer—$403 → $440Target raised to $440 from $403 (+9.4% to spot)—
UPSOppenheimer—$117 → $119Target raised to $119 from $117 (+13.3% to spot)—
TRUUBS—$68 → $78Target raised to $78 from $68 (+3.4% to spot)—
ENPHGoldman Sachs—$47 → $40Target cut to $40 from $47 (+34.4% to spot)HALO
CGEMBTIG—$40 → $41Target raised to $41 from $40 (+176.3% to spot)—
RCKYBaird—$50 → $52Target raised to $52 from $50 (+16.7% to spot)—
CNCBaird—$66 → $71Target raised to $71 from $66 (+3.4% to spot)—
BABaird—$230Target set to $230 (+36.8% to spot)—
ARRYGuggenheim—$13 → $6Target cut to $6 from $13 (+77% to spot)HALO
JCIBaird—$162 → $172Target raised to $172 from $162 (+10.3% to spot)—
SHWGuggenheim—$400 → $375Target cut to $375 from $400 (+15% to spot)—
CIGIScotiabank—$130Target set to $130 (+39.7% to spot)—
CVLTScotiabank—$180Target set to $180 (+4.3% to spot)—
LECOBaird—$317 → $322Target raised to $322 from $317 (+14% to spot)—
SOFIScotiabank—$26Target set to $26 (+58.5% to spot)—
HOODScotiabank—$124Target set to $124 (+31.1% to spot)—
LSTRBaird—$215 → $195Target cut to $195 from $215 (+15.5% to spot)—
PNFPTruist—$112 → $120Target raised to $120 from $112 (+20.3% to spot)—
HOODNeedham—$116Target set to $116 (+22.7% to spot)—
ABCBTruist—$84 → $87Target raised to $87 from $84 (+5.4% to spot)—
RBBNRosenblatt—$1.8Target set to $1.8 (+28.6% to spot)—
CLSBarclays—$406 → $414Target raised to $414 from $406 (+50% to spot)—
EXPStifel—$232 → $207Target cut to $207 from $232 (+18.5% to spot)—
CNPBarclays—$41 → $43Target raised to $43 from $41 (+2.5% to spot)—
ESSStifel—$292.75 → $285.5Target cut to $285.5 from $292.75 (+4.2% to spot)—
ELOXGuggenheim—$40Target set to $40 (+199.9% to spot)—
XYLBaird—$165 → $123Target cut to $123 from $165 (+32.5% to spot)HALO
LSTRStifel—$197 → $179Target cut to $179 from $197 (+6.1% to spot)—
GLWBarclays—$129 → $132Target raised to $132 from $129 (+4.5% to spot)Rubin
HOODTruist—$134 → $125Target cut to $125 from $134 (+32.2% to spot)—
LECOStifel—$271 → $290Target raised to $290 from $271 (+2.7% to spot)—
MLMStifel—$634 → $629Target cut to $629 from $634 (+24.9% to spot)—
MCRIStifel—$128 → $123Target cut to $123 from $128 (+6.7% to spot)—
CSGPGoldman Sachs—$40 → $36Target cut to $36 from $40 (+12.5% to spot)AW40
RCLBarclays—$337 → $350Target raised to $350 from $337 (+18.3% to spot)—
TRUBaird—$101 → $99Target cut to $99 from $101 (+31.3% to spot)—
SHWBarclays—$348 → $329Target cut to $329 from $348 (+0.9% to spot)—
JBLUGoldman Sachs—$3.5 → $2.3Target cut to $2.3 from $3.5 (-18.4% to spot)—
SLDEBarclays—$28 → $30Target raised to $30 from $28 (+5.7% to spot)—
SFDBarclays—$29 → $23Target cut to $23 from $29 (+25.5% to spot)—
CVCONorthland—$650Target set to $650 (+20.5% to spot)—
TNLBarclays—$77 → $72Target cut to $72 from $77 (+7.1% to spot)—
PNRGoldman Sachs—$60 → $66Target raised to $66 from $60 (+6% to spot)—
NUEGoldman Sachs—$302 → $335Target raised to $335 from $302 (+23.7% to spot)—
UPSBarclays—$80 → $95Target raised to $95 from $80 (-10.5% to spot)—
VEEVBarclays—$360 → $375Target raised to $375 from $360 (+19.6% to spot)AW40
VCBarclays—$125 → $105Target cut to $105 from $125 (+42.4% to spot)—
CNCMizuho—$69 → $72Target raised to $72 from $69 (+4.8% to spot)—
CNPMizuho—$45 → $43Target cut to $43 from $45 (+2.5% to spot)—
CVLTMizuho—$185 → $200Target raised to $200 from $185 (+15.9% to spot)—
VPiper Sandler—$430 → $479Target raised to $479 from $430 (+19.2% to spot)—
HCAMizuho—$475 → $495Target raised to $495 from $475 (+10% to spot)—
AMDSusquehanna—$620 → $650Target raised to $650 from $620 (+16% to spot)Rubin
HUBBMizuho—$560 → $515Target cut to $515 from $560 (+18.6% to spot)—
VRaymond James—$406 → $445Target raised to $445 from $406 (+10.7% to spot)—
TNLMizuho—$107 → $108Target raised to $108 from $107 (+60.6% to spot)—
NESusquehanna—$44 → $46Target raised to $46 from $44 (+1.7% to spot)—
XYLMizuho—$110 → $99Target cut to $99 from $110 (+6.6% to spot)HALO
STXSusquehanna—$925 → $765Target cut to $765 from $925 (+14.5% to spot)—
PYPLBMO Capital—$56 → $59Target raised to $59 from $56 (+5.2% to spot)—
VBMO Capital—$425 → $438Target raised to $438 from $425 (+9% to spot)—
CBOEJPMorgan—$288 → $332Target raised to $332 from $288 (+2.3% to spot)—
KIDSCanaccord—$28 → $30Target raised to $30 from $28 (+25.9% to spot)—
PRKPiper Sandler—$217 → $201Target cut to $201 from $217 (+10.4% to spot)—
KIDSPiper Sandler—$25 → $30Target raised to $30 from $25 (+25.9% to spot)—
JBLUBMO Capital—$5.25 → $3.75Target cut to $3.75 from $5.25 (+33% to spot)—
BBNXPiper Sandler—$20 → $24Target raised to $24 from $20 (+12.2% to spot)—
FROGOppenheimer—$115 → $125Target raised to $125 from $115 (+24.4% to spot)AEI
HOODGoldman Sachs—$145 → $128Target cut to $128 from $145 (+35.4% to spot)—
BABarclays—$300 → $250Target cut to $250 from $300 (+48.7% to spot)—
SFDStephens—$22 → $20Target cut to $20 from $22 (+9.1% to spot)—
LSTRStephens—$215 → $210Target cut to $210 from $215 (+24.4% to spot)—
EEFTStephens—$71 → $63Target cut to $63 from $71 (+6.8% to spot)—
CVLTWells Fargo—$155 → $185Target raised to $185 from $155 (+7.2% to spot)—
FSUNStephens—$45 → $48Target raised to $48 from $45 (+19.7% to spot)—
BYStephens—$40 → $42Target raised to $42 from $40 (+8.6% to spot)—
ENPHWells Fargo—$44 → $34Target cut to $34 from $44 (+14.2% to spot)HALO
CACKeefe Bruyette—$55 → $58Target raised to $58 from $55 (+0.8% to spot)—
TRUWells Fargo—$102 → $96Target cut to $96 from $102 (+27.3% to spot)—
LAMRWells Fargo—$151 → $156Target raised to $156 from $151 (+0.6% to spot)—
ENPHSusquehanna—$26Target set to $26 (-12.6% to spot)HALO
SOFIStoneX—$25 → $27Target raised to $27 from $25 (+64.6% to spot)—
SPGIMorgan Stanley—$515Target set to $515 (+14.7% to spot)—
STXMorgan Stanley—$1148Target set to $1148 (+71.9% to spot)—
NXPIMorgan Stanley—$313Target set to $313 (+23.5% to spot)—
KOMorgan Stanley—$103Target set to $103 (+13% to spot)—
ENPHMorgan Stanley—$16Target set to $16 (-46.2% to spot)HALO
PYPLMorgan Stanley—$46Target set to $46 (-18% to spot)—
GLWMorgan Stanley—$155Target set to $155 (+22.7% to spot)Rubin
HOODWells Fargo—$120 → $100Target cut to $100 from $120 (+5.8% to spot)—
HUBBWells Fargo—$525Target set to $525 (+20.9% to spot)—
SKHYNeedham—$235Target set to $235 (+61.7% to spot)—
INIOMorgan Stanley—$40 → $42Target raised to $42 from $40 (+147.3% to spot)—
WHRWells Fargo—$30 → $24Target cut to $24 from $30 (-12.5% to spot)—
APPUBS—$790 → $414Target cut to $414 from $790 (+57.5% to spot)AW40
PRUWells Fargo—$104 → $103Target cut to $103 from $104 (-10.6% to spot)—
TRTXWells Fargo—$9 → $8Target cut to $8 from $9 (+27% to spot)—
BAMorgan Stanley—$225 → $195Target cut to $195 from $225 (+15.9% to spot)—
NVSMorgan Stanley—$156 → $163Target raised to $163 from $156 (+3.9% to spot)—
VMorgan Stanley—$416 → $471Target raised to $471 from $416 (+17.2% to spot)—
STXUBS—$750Target set to $750 (+12.3% to spot)—
CAKEFreedom Broker—$116Target set to $116 (+6.9% to spot)—
RNAH.C. Wainwright—$25 → $20Target cut to $20 from $25 (+140.4% to spot)—
MSGKGuggenheim—$445Target set to $445 (+45.7% to spot)—
GLXYH.C. Wainwright—$40 → $36Target cut to $36 from $40 (+109.5% to spot)—
UCTTNeedham—$80Target set to $80 (+55.4% to spot)—
RBLXBTIG—$42Target set to $42 (-22.9% to spot)—
RCLSusquehanna—$360Target set to $360 (+21.7% to spot)—
ENPHBarclays—$44 → $26Target cut to $26 from $44 (-12.6% to spot)HALO
KMBUBS—$113Target set to $113 (+3.6% to spot)—
STXWells Fargo—$865 → $820Target cut to $820 from $865 (+22.8% to spot)—
JCIWells Fargo—$186 → $200Target raised to $200 from $186 (+28.3% to spot)—
MZTIStephens—$140 → $135Target cut to $135 from $140 (+25.2% to spot)—
LKFNStephens—$66 → $67Target raised to $67 from $66 (+10.4% to spot)—
WERNStephens—$46 → $38Target cut to $38 from $46 (+29.3% to spot)—
LPLAGoldman Sachs—$400Target set to $400 (+26% to spot)—
CLSGoldman Sachs—$435Target set to $435 (+57.6% to spot)—
ENPHMizuho—$34Target set to $34 (+14.2% to spot)HALO
SCHWEvercore ISI—$98Target set to $98 (+9.7% to spot)—
SOFIBofA Securities—$16.5Target set to $16.5 (+0.6% to spot)—
NXPIBofA Securities—$280Target set to $280 (+10.5% to spot)—
UPSWells Fargo—$112Target set to $112 (+5.5% to spot)—
KOWells Fargo—$100Target set to $100 (+9.7% to spot)—
EEDNB Carnegie—$39Target set to $39 (+17.2% to spot)—
ONONBMO Capital—$35Target set to $35 (+8.8% to spot)HALO
RCLGoldman Sachs—$358Target set to $358 (+21% to spot)—
KNSAGoldman Sachs—$101Target set to $101 (+13.2% to spot)—
PFGWells Fargo—$109Target set to $109 (-2.7% to spot)—
PNRBNP Paribas—$65Target set to $65 (+4.4% to spot)—
HRIWells Fargo—$200Target set to $200 (+28.2% to spot)—
GLWUBS—$192Target set to $192 (+52% to spot)Rubin
PYPLUBS—$60Target set to $60 (+7% to spot)—
SMPLStifel—$18Target set to $18 (+84.6% to spot)—
HASUBS—$137Target set to $137 (+15.8% to spot)—
MANHStifel—$300Target set to $300 (+28.2% to spot)—
COWNTD Cowen—$21Target set to $21 (-46.1% to spot)—
BLKJefferies—$1341Target set to $1341 (+18% to spot)—
FFIVEvercore ISI—$500Target set to $500 (+8.8% to spot)—
KIDSStifel—$27Target set to $27 (+13.4% to spot)—
XYLRBC Capital—$125Target set to $125 (+34.6% to spot)HALO
CSTRJefferies—$37Target set to $37 (+84% to spot)—
STXBaird—$1350Target set to $1350 (+102.1% to spot)—
NOGRaymond James—$34Target set to $34 (+20.8% to spot)—
ABGBofA Securities—$232Target set to $232 (+19% to spot)—
KIDSBTIG—$30Target set to $30 (+25.9% to spot)—
NUEWells Fargo—$305Target set to $305 (+12.6% to spot)—
KOSJefferies—$2.9Target set to $2.9 (+4.7% to spot)—
WHRStifel—$20Target set to $20 (-27.1% to spot)—
WEXMorgan Stanley—$172 → $178Target raised to $178 from $172 (-4.5% to spot)—

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