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Analyst Wire — 2026-11-02

Every US sell-side action recorded on 2026-11-02 — 122 in total: 5 upgrades, 11 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 (5)

NameFirmRatingTargetCallOurs
INOUBSOverweight → Buy—Upgraded to Buy from Overweight—
FCBMHovde GroupMarket Perform → Outperform—Upgraded to Outperform from Market Perform—
ORCLStephensPositive → Overweight—Upgraded to Overweight from PositiveAW40
INOH.C. WainwrightNeutral → Buy—Upgraded to Buy from Neutral—
RIVNUBSNeutral → Buy—Upgraded to Buy from Neutral—

Downgrades (11)

NameFirmRatingTargetCallOurs
ORCLGoldman SachsNeutral → Sell—Downgraded to Sell from NeutralAW40
ORCLMorgan StanleyPositive → Underweight—Downgraded to Underweight from PositiveAW40
FNDGoldman SachsNeutral → Sell—Downgraded to Sell from Neutral—
RBLXJefferiesUnderperform → Hold—Downgraded to Hold from Underperform—
SWDeutsche BankBuy → Mixed—Downgraded to Mixed from Buy—
FMNBRaymond JamesOutperform → Market Perform—Downgraded to Market Perform from Outperform—
IRUBSUnderperform → Neutral—Downgraded to Neutral from Underperform—
SWRBC CapitalOutperform → Sector Perform—Downgraded to Sector Perform from Outperform—
COINMorgan StanleyBuy → Underweight—Downgraded to Underweight from Buy—
AURBC CapitalSector Perform → Underperform—Downgraded to Underperform from Sector Perform—
HGVCitigroupMarket Outperform → Perform—Downgraded to Perform from Market Outperform—

Initiations (6)

NameFirmRatingTargetCallOurs
ORCLBTIGBuy—Initiated to BuyAW40
ORCLH.C. WainwrightBuy—Initiated to BuyAW40
TEVAH.C. WainwrightBuy—Initiated to Buy—
SNBTIGBuy—Initiated to Buy—
FMCJefferiesHold → Hold—Initiated to Hold from Hold—
AUCowen & Co.Buy—Initiated to Buy—

Price-target moves (100)

NameFirmRatingTargetCallOurs
TEMNeedham—$89Target set to $89 (+12.8% to spot)AW40
STNGEvercore ISI—$105Target set to $105 (+19.7% to spot)—
PWRJefferies—$760Target set to $760 (+22.5% to spot)Rubin · HALO
NWLUBS—$5.75Target set to $5.75 (-1.6% to spot)—
BLMNUBS—$11.5Target set to $11.5 (+3.7% to spot)—
CPRIUBS—$19Target set to $19 (-7.2% to spot)—
PZZAUBS—$21Target set to $21 (+11.7% to spot)—
TDOCPiper Sandler—$11Target set to $11 (+27.4% to spot)—
MDLZUBS—$72Target set to $72 (+9.5% to spot)—
HIGCantor Fitzgerald—$136Target set to $136 (+1.9% to spot)—
STRLCantor Fitzgerald—$565Target set to $565 (+61.8% to spot)Rubin
REGNCantor Fitzgerald—$980Target set to $980 (+1.8% to spot)HALO
MRKCantor Fitzgerald—$155Target set to $155 (+4.8% to spot)—
LLYCantor Fitzgerald—$1600Target set to $1600 (+13.5% to spot)HALO
ABBVCantor Fitzgerald—$325Target set to $325 (+13.2% to spot)—
MTZCantor Fitzgerald—$270Target set to $270 (+37.4% to spot)—
EMECantor Fitzgerald—$920Target set to $920 (+33.6% to spot)Rubin
CTSHMizuho—$69Target set to $69 (+4.8% to spot)—
FHITD Cowen—$62Target set to $62 (-0.1% to spot)—
CFFreedom Broker—$129Target set to $129 (+6.8% to spot)—
CRHDA Davidson—$114Target set to $114 (+17.7% to spot)—
NVTBernstein SocGen—$233Target set to $233 (+85.6% to spot)Rubin
GILDBernstein SocGen Group—$175Target set to $175 (+4.6% to spot)—
QCOMBernstein SocGen Group—$155Target set to $155 (-7.2% to spot)Rubin
ABBVBernstein SocGen Group—$275Target set to $275 (-4.5% to spot)—
RRBIStephens—$115Target set to $115 (+7.5% to spot)—
BIIBGuggenheim—$300Target set to $300 (+18.3% to spot)—
ABBVGuggenheim—$322Target set to $322 (+9.2% to spot)—
SBUXGuggenheim—$103Target set to $103 (-0.6% to spot)—
INSMGuggenheim—$201Target set to $201 (+78.5% to spot)—
EPAMGuggenheim—$160Target set to $160 (+13.9% to spot)—
ABBVCanaccord—$338Target set to $338 (+14.6% to spot)—
MAAPiper Sandler—$125Target set to $125 (+6.6% to spot)—
PBFPiper Sandler—$97Target set to $97 (+24.4% to spot)—
TFIIStifel Amid U.S. LTL Execution Challenges—$107Target set to $107 (+14.7% to spot)HALO
SYKStifel on OSG Guidance Cut—$325Target set to $325 (+11.4% to spot)HALO
FNDStifel on Comparable Sales Deterioration—$51Target set to $51 (+7.2% to spot)—
AVAVKeyBanc—$200Target set to $200 (+58.6% to spot)HALO
FLYKeyBanc—$35Target set to $35 (+95.1% to spot)—
LUNRKeyBanc—$30Target set to $30 (+181.2% to spot)—
EIXMizuho—$63Target set to $63 (+7.2% to spot)—
IDABTIG—$155Target set to $155 (+6.6% to spot)—
DVAUBS—$287Target set to $287 (+53.1% to spot)—
BTSGUBS—$92Target set to $92 (+37.5% to spot)—
GOOGWells Fargo—$365Target set to $365 (+31.2% to spot)—
CHDWells Fargo—$115Target set to $115 (+7.2% to spot)—
LYBBofA Securities—$66Target set to $66 (-3.8% to spot)—
CVXMorgan Stanley—$230Target set to $230 (-2.3% to spot)—
AKAMMorgan Stanley—$149Target set to $149 (+60.7% to spot)AEI
CRCLMorgan Stanley—$34Target set to $34 (-53.1% to spot)—
SCIRaymond James—$85Target set to $85 (+11.3% to spot)—
OISSusquehanna—$10Target set to $10 (+4.2% to spot)—
URIRaymond James—$1350Target set to $1350 (+15.4% to spot)—
FSLRMizuho—$328Target set to $328 (+88.1% to spot)HALO
AXSMizuho—$123Target set to $123 (+17.3% to spot)—
EHCMizuho—$155Target set to $155 (+14.1% to spot)—
LYBMizuho—$68Target set to $68 (-0.9% to spot)—
THCMizuho—$305Target set to $305 (+11.6% to spot)—
WTWMizuho—$370Target set to $370 (+14% to spot)—
PINSKeyBanc—$25Target set to $25 (+29.1% to spot)—
REGNBofA Securities—$1030Target set to $1030 (+11% to spot)HALO
LYBBMO Capital—$72Target set to $72 (+4.9% to spot)—
EQIXBMO Capital—$1250Target set to $1250 (+23.3% to spot)AEI
HONAJefferies—$170Target set to $170 (+10.3% to spot)—
GDJefferies—$455Target set to $455 (+22.1% to spot)—
HWMJefferies—$350Target set to $350 (+75.6% to spot)—
WSTJefferies—$475Target set to $475 (+15.1% to spot)—
PLDJefferies—$149Target set to $149 (+16.4% to spot)—
FBRTB.Riley—$10Target set to $10 (+66.4% to spot)—
DMizuho—$68Target set to $68 (+2.1% to spot)—
DDOGEvercore ISI—$300Target set to $300 (+27.5% to spot)AEI
EMNGoldman Sachs—$72Target set to $72 (+8.2% to spot)—
LYBGoldman Sachs—$69Target set to $69 (+0.5% to spot)—
BTSGGoldman Sachs—$90Target set to $90 (+34.5% to spot)—
ABBVUBS—$295Target set to $295 (+0% to spot)—
TDOCUBS—$9Target set to $9 (+5.8% to spot)—
CLUBS—$112Target set to $112 (+17.5% to spot)—
CBOEWells Fargo—$357Target set to $357 (+6.4% to spot)—
RSGWells Fargo—$270Target set to $270 (+10.6% to spot)—
BPWells Fargo—$63Target set to $63 (+25% to spot)—
CVXWells Fargo—$268Target set to $268 (+13.8% to spot)—
KBRWells Fargo—$40Target set to $40 (+3.4% to spot)—
REGNWells Fargo—$925Target set to $925 (-0.3% to spot)HALO
GTESWells Fargo—$28Target set to $28 (+17.5% to spot)—
ABBVWells Fargo—$340Target set to $340 (+15.3% to spot)—
AMWells Fargo—$25Target set to $25 (+16.4% to spot)—
COPRaymond James—$170Target set to $170 (+10.4% to spot)—
PRRaymond James—$34Target set to $34 (+30.7% to spot)—
RBCGoldman Sachs—$530Target set to $530 (+14.7% to spot)—
REGNGuggenheim—$1100Target set to $1100 (+18.5% to spot)HALO
STZJefferies—$142Target set to $142 (+4.9% to spot)—
SVCOB.Riley—$11Target set to $11 (+79.2% to spot)—
RBLXB.Riley—$51Target set to $51 (+18.7% to spot)—
MEOHRaymond James—$80Target set to $80 (+11.8% to spot)—
RNRMizuho—$352Target set to $352 (+3.7% to spot)—
STAGJefferies—$43Target set to $43 (+16.7% to spot)—
TRNOJefferies—$74Target set to $74 (+12.9% to spot)—
FBIZRaymond James—$83Target set to $83 (+10.1% to spot)—
VLTOStifel—$132Target set to $132 (+18.8% to spot)—
IRStifel—$95Target set to $95 (+18.7% to spot)—

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