Analyst Wire — 2026-11-04

Every US sell-side action recorded on 2026-11-04 — 176 in total: 3 upgrades, 8 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)

Name	Firm	Rating	Target	Call	Ours
NVTS	Craig-Hallum	Hold → Buy	—	Upgraded to Buy from Hold	—
TRNS	Oppenheimer	Buy → Outperform	—	Upgraded to Outperform from Buy	—
SM	Citigroup	Overweight → Buy	—	Upgraded to Buy from Overweight	—

Downgrades (8)

Name	Firm	Rating	Target	Call	Ours
AARD	Raymond James	Strong Buy → Market Perform	—	Downgraded to Market Perform from Strong Buy	—
STZ	Barclays	Overweight → Underweight	—	Downgraded to Underweight from Overweight	—
STZ	Citigroup	Negative → Sell	—	Downgraded to Sell from Negative	—
VST	KeyBanc	Overweight → Sector Weight	—	Downgraded to Sector Weight from Overweight	—
DRVN	BTIG	Buy → Neutral	—	Downgraded to Neutral from Buy	—
CN	Cowen & Co.	Sell → Hold	—	Downgraded to Hold from Sell	—
MGHL	Morgan Stanley	Overweight → Underweight	—	Downgraded to Underweight from Overweight	—
DOX	Oppenheimer	Outperform → Perform	—	Downgraded to Perform from Outperform	—

Initiations (8)

Name	Firm	Rating	Target	Call	Ours
STZ	Guggenheim	Buy	—	Initiated to Buy	—
STZ	Wells Fargo	Overweight → Overweight	—	Initiated to Overweight from Overweight	—
STZ	Jefferies	Hold → Buy	—	Initiated to Buy from Hold	—
NTSK	Cantor Fitzgerald	Overweight	—	Initiated to Overweight	—
CNM	Jefferies	Buy	—	Initiated to Buy	—
AU	Jefferies	Hold → Hold	—	Initiated to Hold from Hold	—
AU	BMO Capital	Market Perform → Outperform	—	Initiated to Outperform from Market Perform	—
NA	UBS	Buy	—	Initiated to Buy	—

Price-target moves (157)

Name	Firm	Rating	Target	Call	Ours
PCOR	Mizuho	—	$68	Target set to $68 (-10.1% to spot)	—
LIVN	Jefferies	—	$120	Target set to $120 (+27.4% to spot)	—
LIVN	Mizuho	—	$115	Target set to $115 (+22.1% to spot)	—
SN	Jefferies	—	$300	Target set to $300 (+36.8% to spot)	—
FLUT	BTIG	—	$96	Target set to $96 (+17.4% to spot)	—
W	Truist Securities	—	$160	Target set to $160 (+29.5% to spot)	—
ZBH	Jefferies	—	$120	Target set to $120 (+8.9% to spot)	—
DDOG	Jefferies	—	$230	Target set to $230 (+21.9% to spot)	AEI
FIS	Raymond James	—	$35	Target set to $35 (+17.6% to spot)	—
MTDR	Truist Securities	—	$66	Target set to $66 (+31% to spot)	—
TBLA	B.Riley	—	$5	Target set to $5 (+82.5% to spot)	—
FLUT	Stifel	—	$124	Target set to $124 (+51.6% to spot)	—
GFS	Jefferies	—	$50	Target set to $50 (+23.9% to spot)	Rubin
GXO	TD Cowen	—	$72	Target set to $72 (+26.4% to spot)	—
DDOG	Stifel	—	$245	Target set to $245 (+29.8% to spot)	AEI
YOU	Goldman Sachs	—	$80	Target set to $80 (+35.4% to spot)	—
CVS	Jefferies	—	$103	Target set to $103 (+28.8% to spot)	—
PODD	Jefferies	—	$200	Target set to $200 (+21.2% to spot)	—
OKE	Argus	—	$108	Target set to $108 (+21.9% to spot)	—
PFE	Argus	—	$40	Target set to $40 (+29.9% to spot)	—
ZBH	Stifel	—	$125	Target set to $125 (+13.5% to spot)	—
CAR	Susquehanna	—	$125	Target set to $125 (+4.3% to spot)	—
KHC	Jefferies	—	$24	Target set to $24 (-5.7% to spot)	—
NOMD	Jefferies	—	$15	Target set to $15 (+19.7% to spot)	—
CAMT	Stifel	—	$140	Target set to $140 (+38.1% to spot)	Rubin
FLUT	Jefferies	—	$160	Target set to $160 (+95.7% to spot)	—
DDOG	BTIG	—	$260	Target set to $260 (+38.1% to spot)	AEI
UTHR	Raymond James	—	$720	Target set to $720 (+17.7% to spot)	—
TWLO	Tigress Financial Partners	—	$320	Target set to $320 (+50.7% to spot)	AEI
RAPP	Raymond James	—	$73	Target set to $73 (+182.4% to spot)	—
CTNM	Stifel	—	$23	Target set to $23 (+138.4% to spot)	—
VRDN	Stifel	—	$43	Target set to $43 (+53% to spot)	—
BCC	DA Davidson	—	$85	Target set to $85 (+10.5% to spot)	—
RYI	BMO Capital	—	$33	Target set to $33 (+42.4% to spot)	—
ABBV	Freedom Broker	—	$315	Target set to $315 (+10.3% to spot)	—
AMD	DA Davidson	—	$600	Target set to $600 (+24.2% to spot)	Rubin
FBIN	DA Davidson	—	$58	Target set to $58 (+25.8% to spot)	—
DUOL	DA Davidson	—	$180	Target set to $180 (+6.9% to spot)	AW40
AMGN	Cantor Fitzgerald	—	$465	Target set to $465 (-1.9% to spot)	HALO
FRSH	Cantor Fitzgerald	—	$20	Target set to $20 (+52.3% to spot)	—
SPT	Cantor Fitzgerald	—	$13	Target set to $13 (+15.2% to spot)	—
SHOP	Cantor Fitzgerald	—	$150	Target set to $150 (-0.9% to spot)	AW40
XMTR	Cantor Fitzgerald	—	$114	Target set to $114 (+3.6% to spot)	—
BKNG	Cantor Fitzgerald	—	$150	Target set to $150 (-13.1% to spot)	—
SHOP	Bernstein SocGen Group	—	$165	Target set to $165 (+9% to spot)	AW40
MAR	Bernstein SocGen Group	—	$445	Target set to $445 (+6.1% to spot)	—
AMGN	Bernstein SocGen Group	—	$400	Target set to $400 (-15.4% to spot)	HALO
CCEP	Bernstein SocGen Group	—	$110	Target set to $110 (-5.2% to spot)	—
YUM	RBC Capital	—	$180	Target set to $180 (+9.5% to spot)	—
AME	RBC Capital	—	$308	Target set to $308 (+31.3% to spot)	—
AMGN	RBC Capital	—	$470	Target set to $470 (-0.6% to spot)	HALO
SQ	RBC Capital	—	$103	Target set to $103 (+23.4% to spot)	—
ANET	Truist Securities	—	$240	Target set to $240 (+33.9% to spot)	—
OWL	Raymond James	—	$15	Target set to $15 (+40.3% to spot)	—
MQ	Susquehanna	—	$25	Target set to $25 (+35.1% to spot)	—
RRR	Susquehanna	—	$64	Target set to $64 (+31.3% to spot)	—
ARVN	H.C. Wainwright	—	$13	Target set to $13 (+82.6% to spot)	—
LGO	H.C. Wainwright	—	$0.9	Target set to $0.9 (+171.1% to spot)	—
AMGN	Truist Securities	—	$398	Target set to $398 (-15.3% to spot)	HALO
CPNG	Mizuho	—	$21	Target set to $21 (+37.9% to spot)	—
MOS	Mizuho	—	$20	Target set to $20 (+8.6% to spot)	—
UPST	Mizuho	—	$35	Target set to $35 (+63.8% to spot)	—
TEVA	H.C. Wainwright	—	$54	Target set to $54 (+28.8% to spot)	—
ALKS	H.C. Wainwright	—	$50	Target set to $50 (+9.4% to spot)	—
TARS	H.C. Wainwright	—	$106	Target set to $106 (+45.9% to spot)	—
MIRM	H.C. Wainwright	—	$202	Target set to $202 (+132.1% to spot)	—
XMTR	Wedbush	—	$140	Target set to $140 (+25.8% to spot)	—
FLY	B.Riley	—	$40	Target set to $40 (+135.1% to spot)	—
DUOL	Wedbush	—	$155	Target set to $155 (+21.1% to spot)	AW40
LUNR	B.Riley	—	$34	Target set to $34 (+224.4% to spot)	—
NBIX	Guggenheim	—	$224	Target set to $224 (+35.9% to spot)	—
AMGN	Canaccord	—	$440	Target set to $440 (-4.6% to spot)	HALO
RRR	Mizuho	—	$62	Target set to $62 (+20.6% to spot)	—
KMX	Mizuho	—	$50	Target set to $50 (-6.3% to spot)	—
ALAB	Needham	—	$300	Target set to $300 (+28.4% to spot)	Rubin
ALKS	Wells Fargo	—	$68	Target set to $68 (+48.8% to spot)	—
NRIX	Wells Fargo	—	$20	Target set to $20 (-22.5% to spot)	—
RXST	Wells Fargo	—	$6	Target set to $6 (+30.7% to spot)	—
RARE	Wells Fargo	—	$19	Target set to $19 (+14.3% to spot)	—
PTH	Wells Fargo	—	$61	Target set to $61 (+3.5% to spot)	—
BKNG	Wells Fargo	—	$179	Target set to $179 (+15% to spot)	—
ETN	Wells Fargo	—	$485	Target set to $485 (+23.8% to spot)	Rubin · Euro-AI
SUN	Wells Fargo	—	$85	Target set to $85 (+12.5% to spot)	—
MIRM	Raymond James	—	$189	Target set to $189 (+117.2% to spot)	—
FI	Morgan Stanley	—	$61	Target set to $61 (-4.4% to spot)	—
ANET	Morgan Stanley	—	$230	Target set to $230 (+35.4% to spot)	—
MPC	Morgan Stanley	—	$458	Target set to $458 (+7.2% to spot)	—
DOCN	Morgan Stanley	—	$150	Target set to $150 (+65.7% to spot)	AEI
ZBRA	Morgan Stanley	—	$380	Target set to $380 (+15.3% to spot)	—
TOST	Morgan Stanley	—	$42	Target set to $42 (+25.3% to spot)	HALO · AW40
FLYW	Morgan Stanley	—	$26	Target set to $26 (+35.8% to spot)	—
SWKS	Morgan Stanley	—	$93	Target set to $93 (+8.9% to spot)	—
RVLV	Morgan Stanley	—	$25	Target set to $25 (+16.1% to spot)	—
BKNG	Morgan Stanley	—	$200	Target set to $200 (+28.5% to spot)	—
DUOL	Morgan Stanley	—	$145	Target set to $145 (+13.3% to spot)	AW40
SQ	Morgan Stanley	—	$82	Target set to $82 (-1.7% to spot)	—
FLYW	UBS	—	$21.5	Target set to $21.5 (+12.3% to spot)	—
ANET	UBS	—	$291	Target set to $291 (+71.3% to spot)	—
EXPD	UBS	—	$245	Target set to $245 (+19.9% to spot)	—
ALAB	UBS	—	$290	Target set to $290 (+24.1% to spot)	Rubin
DUOL	UBS	—	$180	Target set to $180 (+40.6% to spot)	AW40
AMD	Melius	—	$650	Target set to $650 (+34.3% to spot)	Rubin
SRAD	Needham	—	$20	Target set to $20 (+40.8% to spot)	—
LIME	Needham	—	$29	Target set to $29 (+13.8% to spot)	—
ANET	Melius	—	$305	Target set to $305 (+79.5% to spot)	—
BKNG	Susquehanna	—	$200	Target set to $200 (+28.5% to spot)	—
XPLR	Scotiabank	—	$10	Target set to $10 (+66.9% to spot)	—
IT	BMO Capital	—	$231	Target set to $231 (+13.1% to spot)	—
PMT	Wells Fargo	—	$9	Target set to $9 (+14.1% to spot)	—
MPC	Wells Fargo	—	$564	Target set to $564 (+32% to spot)	—
CNK	Wells Fargo	—	$42	Target set to $42 (+9.1% to spot)	—
CRSP	Wells Fargo	—	$70	Target set to $70 (+40% to spot)	—
OGS	Wells Fargo	—	$86	Target set to $86 (+6.1% to spot)	—
NCDL	Wells Fargo	—	$11	Target set to $11 (-7.6% to spot)	—
NMFC	Wells Fargo	—	$7	Target set to $7 (-0.1% to spot)	—
RWT	Wells Fargo	—	$3.5	Target set to $3.5 (+12.5% to spot)	—
AMD	Wells Fargo	—	$650	Target set to $650 (+34.3% to spot)	Rubin
AMGN	Wells Fargo	—	$460	Target set to $460 (-0.3% to spot)	HALO
SHOP	Wells Fargo	—	$205	Target set to $205 (+43.8% to spot)	AW40
ANET	Wells Fargo	—	$245	Target set to $245 (+44.2% to spot)	—
DUOL	Needham	—	$165	Target set to $165 (+28.9% to spot)	AW40
BETA	Needham	—	$28	Target set to $28 (+18.4% to spot)	—
OGS	BTIG	—	$95	Target set to $95 (+17.2% to spot)	—
SWKS	BofA Securities	—	$72	Target set to $72 (-15.7% to spot)	—
UPST	BofA Securities	—	$28	Target set to $28 (+31% to spot)	—
BKNG	BMO Capital	—	$245	Target set to $245 (+57.4% to spot)	—
BKNG	Mizuho	—	$205	Target set to $205 (+31.7% to spot)	—
FLYW	Raymond James	—	$24	Target set to $24 (+25.3% to spot)	—
SWKS	Mizuho	—	$58	Target set to $58 (-32.1% to spot)	—
CXDO	B.Riley	—	$7.25	Target set to $7.25 (+25.9% to spot)	—
RVLV	Stifel	—	$31	Target set to $31 (+44% to spot)	—
LIME	Goldman Sachs	—	$37	Target set to $37 (+45.2% to spot)	—
SQ	Raymond James	—	$100	Target set to $100 (+19.8% to spot)	—
SMCI	Raymond James	—	$65	Target set to $65 (+107.1% to spot)	—
AHRT	Jefferies	—	$8	Target set to $8 (+21.2% to spot)	—
MTZ	Jefferies	—	$353	Target set to $353 (+78.2% to spot)	—
NRIX	Jefferies	—	$36	Target set to $36 (+39.4% to spot)	—
LIME	Evercore ISI	—	$35	Target set to $35 (+37.4% to spot)	—
LIND	Stifel	—	$43	Target set to $43 (+31.3% to spot)	—
BLL	Truist Securities	—	$76	Target set to $76 (+9.4% to spot)	—
ATRC	BTIG	—	$70	Target set to $70 (+15.9% to spot)	—
EXPD	BofA Securities	—	$230	Target set to $230 (+12.6% to spot)	—
AMD	Truist Securities	—	$605	Target set to $605 (+25% to spot)	Rubin
AMD	Stifel	—	$725	Target set to $725 (+49.8% to spot)	Rubin
BKNG	Goldman Sachs	—	$175	Target set to $175 (+12.4% to spot)	—
SQ	TD Cowen	—	$109	Target set to $109 (+30.6% to spot)	—
AMD	Mizuho	—	$610	Target set to $610 (+26.1% to spot)	Rubin
DT	Needham	—	$65	Target set to $65 (+38.2% to spot)	AEI
AMD	Goldman Sachs	—	$675	Target set to $675 (+39.5% to spot)	Rubin
UPST	B.Riley	—	$42	Target set to $42 (+96.5% to spot)	—
WAT	Stifel	—	$470	Target set to $470 (+2.2% to spot)	—
FLYW	B.Riley	—	$25	Target set to $25 (+30.5% to spot)	—
DUOL	Goldman Sachs	—	$140	Target set to $140 (+9.4% to spot)	AW40
LPX	Jefferies	—	$90	Target set to $90 (+22% to spot)	—
AMD	Raymond James	—	$649	Target set to $649 (+34.1% to spot)	Rubin
ET	Jefferies	—	$25	Target set to $25 (+23.5% to spot)	—
AAPL	Bernstein SocGen Group	—	$380	Target set to $380 (+14.5% to spot)	AW40

← 2026-11-03 All days · the live wire 2026-11-05 →

AI-generated — produced automatically by Closelooknet’s systems under this site’s editorial policy.