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Analyst Wire — 2026-11-03

Every US sell-side action recorded on 2026-11-03 — 97 in total: 6 upgrades, 7 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 (6)

NameFirmRatingTargetCallOurs
XYZCitigroupBuy → Outperform—Upgraded to Outperform from Buy—
NETGoldman SachsBuy → Neutral—Upgraded to Neutral from BuyAEI
EBAYOppenheimerUnderperform → Outperform—Upgraded to Outperform from Underperform—
AONBMO CapitalMarket Perform → Outperform—Upgraded to Outperform from Market Perform—
ROKUBMO CapitalMarket Perform → Outperform—Upgraded to Outperform from Market Perform—
TWLOHSBCReduce → Hold—Upgraded to Hold from ReduceAEI

Downgrades (7)

NameFirmRatingTargetCallOurs
NETCowen & Co.Buy → Hold—Downgraded to Hold from BuyAEI
NETRaymond JamesStrong Buy → Underperform—Downgraded to Underperform from Strong BuyAEI
BEBMO CapitalOutperform → Market Perform—Downgraded to Market Perform from OutperformRubin
VNOMOppenheimerOutperform → Market Perform—Downgraded to Market Perform from Outperform—
AJGBMO CapitalOutperform → Market Perform—Downgraded to Market Perform from Outperform—
DHIRaymond JamesOutperform → Underperform—Downgraded to Underperform from Outperform—
MPWExane BNP ParibasOutperform → Neutral—Downgraded to Neutral from Outperform—

Initiations (7)

NameFirmRatingTargetCallOurs
NETStephensOverweight—Initiated to OverweightAEI
NETWedbushOutperform—Initiated to OutperformAEI
NETUBSNeutral → Buy—Initiated to Buy from NeutralAEI
NETMorgan StanleyOverweight → Overweight—Initiated to Overweight from OverweightAEI
NETOppenheimerOutperform → Outperform—Initiated to Outperform from OutperformAEI
LASRNeedhamBuy → Buy—Initiated to Buy from Buy—
MGHLMorgan StanleyReduce → Overweight—Initiated to Overweight from Reduce—

Price-target moves (77)

NameFirmRatingTargetCallOurs
HGTYOppenheimer—$20Target set to $20 (+17.4% to spot)—
PNWMizuho—$109Target set to $109 (+1.2% to spot)—
DOCNStifel—$130Target set to $130 (+43.6% to spot)AEI
EXPEStifel—$204Target set to $204 (-28.6% to spot)—
SHOPDA Davidson—$180Target set to $180 (+26.2% to spot)AW40
IDYATruist Securities—$57Target set to $57 (+81.9% to spot)—
VRTXCantor Fitzgerald—$619Target set to $619 (+15.6% to spot)HALO
EPRTCantor Fitzgerald—$31Target set to $31 (+12.5% to spot)—
EVERNeedham—$35Target set to $35 (+23.7% to spot)—
NXTGLJ Research—$158Target set to $158 (+62.5% to spot)—
CLXTD Cowen—$88Target set to $88 (-4.8% to spot)—
AXSMGuggenheim—$250Target set to $250 (+75.4% to spot)—
BTSGGuggenheim—$84Target set to $84 (+23.2% to spot)—
TEMH.C. Wainwright—$85Target set to $85 (+8.3% to spot)AW40
CHKPScotiabank—$175Target set to $175 (+23.7% to spot)—
GILScotiabank—$53Target set to $53 (+29.5% to spot)—
LSCCRosenblatt—$200Target set to $200 (+109.6% to spot)Rubin
HNGECanaccord—$134Target set to $134 (+16% to spot)—
WAYCanaccord—$34Target set to $34 (+20.8% to spot)—
CIFRJPMorgan—$18Target set to $18 (+162.4% to spot)—
HNGENeedham—$135Target set to $135 (+16.9% to spot)—
MTCHSusquehanna—$50Target set to $50 (+18.8% to spot)—
TSEMWedbush—$190Target set to $190 (+22.3% to spot)Rubin
CHKPSusquehanna—$165Target set to $165 (+16.6% to spot)—
BMRNOppenheimer—$94Target set to $94 (+63.6% to spot)—
SNDXH.C. Wainwright—$36Target set to $36 (+174.8% to spot)—
SIBNNeedham—$26Target set to $26 (+28.6% to spot)—
ICHRNeedham—$55Target set to $55 (+49.3% to spot)—
INSPTruist Securities—$76Target set to $76 (+13.1% to spot)—
LITENeedham—$800Target set to $800 (+16.9% to spot)Rubin
CLXWells Fargo—$90Target set to $90 (+0.1% to spot)—
INSPWells Fargo—$69Target set to $69 (+2.7% to spot)—
OLNWells Fargo—$17Target set to $17 (-6.3% to spot)—
IBTAWells Fargo—$49Target set to $49 (-2.1% to spot)—
VRTXWells Fargo—$650Target set to $650 (+17.5% to spot)HALO
ONWells Fargo—$90Target set to $90 (+28.4% to spot)Rubin
WFCWells Fargo—$132Target set to $132 (+53.7% to spot)—
AEISWells Fargo—$310Target set to $310 (+42.7% to spot)Rubin
LHXBofA Securities—$375Target set to $375 (+34.4% to spot)HALO
TXTBofA Securities—$100Target set to $100 (+13% to spot)—
BMRNStifel—$66Target set to $66 (+14.9% to spot)—
IBTAEvercore ISI—$58Target set to $58 (+15.8% to spot)—
AEPJefferies—$153Target set to $153 (+17.4% to spot)—
TBBKRaymond James—$57Target set to $57 (+23.5% to spot)—
XZOTruist Securities—$24Target set to $24 (+31.4% to spot)—
UPWKNeedham—$13Target set to $13 (+33.7% to spot)—
IBTANeedham—$65Target set to $65 (+29.8% to spot)—
EVERCanaccord—$32Target set to $32 (+31.9% to spot)—
FDXRaymond James—$162Target set to $162 (-49.1% to spot)—
ETRBTIG—$124Target set to $124 (+12.9% to spot)—
PIPRBofA Securities—$69Target set to $69 (+2.3% to spot)—
HNGEWells Fargo—$132Target set to $132 (+14.3% to spot)—
SBACJPMorgan—$200Target set to $200 (+8.2% to spot)—
AAPLUBS—$340Target set to $340 (+0.5% to spot)AW40
AAPLBaird—$340Target set to $340 (+0.5% to spot)AW40
IOVAUBS—$8Target set to $8 (-0.2% to spot)—
AXSMUBS—$239Target set to $239 (+75.7% to spot)—
IDXXUBS—$700Target set to $700 (+4.2% to spot)HALO
PLTRTruist Securities—$250Target set to $250 (+40.2% to spot)AW40
PLTRRBC Capital—$130Target set to $130 (-27.1% to spot)AW40
ELWells Fargo—$110Target set to $110 (+5% to spot)—
MARWells Fargo—$463Target set to $463 (+11.2% to spot)—
PLTRPiper Sandler—$235Target set to $235 (+31.8% to spot)AW40
CIFRWells Fargo—$15Target set to $15 (+118.7% to spot)—
CHKPWells Fargo—$135Target set to $135 (-4.6% to spot)—
HWMBTIG—$280Target set to $280 (+31.5% to spot)—
NTSKBTIG—$30Target set to $30 (+36.4% to spot)—
ICHRStifel—$93Target set to $93 (+152.4% to spot)—
ONB.Riley—$97Target set to $97 (+38.4% to spot)Rubin
TATTB.Riley—$63Target set to $63 (+68.4% to spot)—
MSTRB.Riley—$180Target set to $180 (+37.7% to spot)—
LSCCBaird—$195Target set to $195 (+104.3% to spot)Rubin
CHDTD Cowen—$115Target set to $115 (+4.1% to spot)—
LSCCStifel—$175Target set to $175 (+83.4% to spot)Rubin
TEMBTIG—$100Target set to $100 (+27.4% to spot)AW40
AAPLMorgan Stanley—$350Target set to $350 (+3.5% to spot)AW40
PLTRMorgan Stanley—$233Target set to $233 (+30.6% to spot)AW40

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