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Analyst Wire — 2026-11-11

Every US sell-side action recorded on 2026-11-11 — 64 in total: 2 upgrades, 5 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 (2)

NameFirmRatingTargetCallOurs
NVDARaymond JamesOutperform → Strong Buy—Upgraded to Strong Buy from OutperformRubin · AW40
LQDARaymond JamesOutperform → Strong Buy—Upgraded to Strong Buy from Outperform—

Downgrades (5)

NameFirmRatingTargetCallOurs
NVDABernsteinOutperform → Market Perform—Downgraded to Market Perform from OutperformRubin · AW40
NVDAEvercore ISIOutperform → Positive—Downgraded to Positive from OutperformRubin · AW40
TOSTBernsteinOutperform → Market Perform—Downgraded to Market Perform from OutperformHALO · AW40
GLOBGuggenheimBuy → Neutral—Downgraded to Neutral from Buy—
HALOMorgan StanleyOverweight → Reduce—Downgraded to Reduce from Overweight—

Initiations (17)

NameFirmRatingTargetCallOurs
NVDAJefferiesBuy → Hold—Initiated to Hold from BuyRubin · AW40
GLWJefferiesBuy—Initiated to BuyRubin
FORMJefferiesHold → Buy—Initiated to Buy from HoldRubin
ZBRAJefferiesBuy—Initiated to Buy—
LFUSJefferiesHold → Buy—Initiated to Buy from Hold—
SYMJefferiesBuy → Hold—Initiated to Hold from Buy—
BDCJefferiesHold—Initiated to Hold—
STJefferiesHold → Hold—Initiated to Hold from Hold—
CGNXJefferiesBuy—Initiated to BuyRubin
TERJefferiesBuy → Buy—Initiated to Buy from BuyRubin
JBTJefferiesHold—Initiated to Hold—
CDNAPiper SandlerOverweight—Initiated to Overweight—
TTANJefferiesHold—Initiated to Hold—
PMJefferiesHold → Buy—Initiated to Buy from Hold—
GWREJefferiesBuy → Hold—Initiated to Hold from Buy—
COWNBenchmarkBuy—Initiated to Buy—
COWNCowen & Co.Buy → Buy—Initiated to Buy from Buy—

Price-target moves (40)

NameFirmRatingTargetCallOurs
LEUStifel—$204Target set to $204 (+77.4% to spot)—
ARMKUBS—$65Target set to $65 (+20.1% to spot)—
CRWVDA Davidson—$45Target set to $45 (-25.3% to spot)AEI
JRSHDA Davidson—$10Target set to $10 (+30.2% to spot)—
JVADA Davidson—$13Target set to $13 (+157.2% to spot)—
ALGDA Davidson on Near-Term Organic Outlook—$161Target set to $161 (+13.3% to spot)—
SUJAJefferies—$17Target set to $17 (+105.3% to spot)—
CMIFreedom Broker—$720Target set to $720 (+56.2% to spot)—
BCSFLucid Capital Markets—$12Target set to $12 (+6.8% to spot)—
SCMLucid Capital Markets—$9.5Target set to $9.5 (+40.4% to spot)—
GOSSWedbush—$32Target set to $32 (+225.3% to spot)—
RGTIJefferies—$12Target set to $12 (+3.4% to spot)—
PDYNJefferies—$5.5Target set to $5.5 (+53.8% to spot)—
RIOTB.Riley—$37Target set to $37 (+102.6% to spot)—
QBTSStifel—$23Target set to $23 (+119.5% to spot)—
MASSStifel on Execution—$14Target set to $14 (+40.2% to spot)—
SBHRaymond James—$23Target set to $23 (+12% to spot)—
SBHJefferies—$21Target set to $21 (+2.2% to spot)—
RGTINeedham—$15Target set to $15 (+23.5% to spot)—
NRGVCantor Fitzgerald on Strong Execution—$12Target set to $12 (+239.9% to spot)—
ETORMizuho—$33Target set to $33 (+53.1% to spot)—
ONONKeyBanc—$42Target set to $42 (+21% to spot)HALO
ARDTMizuho—$21Target set to $21 (+17.1% to spot)—
GOTelsey—$14Target set to $14 (-0.1% to spot)—
SEBofA Securities—$110Target set to $110 (+43.2% to spot)HALO · AW40
LQDABofA Securities—$54Target set to $54 (+5.1% to spot)—
PLUGSusquehanna—$1.5Target set to $1.5 (+9.9% to spot)—
LMRIRaymond James—$19Target set to $19 (+36.5% to spot)—
VELONeedham—$12Target set to $12 (+98.7% to spot)—
CRWVMizuho—$68Target set to $68 (+39.5% to spot)AEI
RGTIMizuho—$17Target set to $17 (+39.9% to spot)—
CIBernstein SocGen Group—$390Target set to $390 (+28.7% to spot)—
VEEVWells Fargo—$400Target set to $400 (+30.9% to spot)AW40
OXYWells Fargo—$76Target set to $76 (+33.6% to spot)—
LQDAWells Fargo—$40Target set to $40 (-22.2% to spot)—
CCAPWells Fargo—$10Target set to $10 (-3.7% to spot)—
CARLBTIG—$26Target set to $26 (+76.8% to spot)—
GOWells Fargo—$13Target set to $13 (-7.3% to spot)—
LWAYBTIG—$30Target set to $30 (+34.8% to spot)—
LNSRBTIG—$9Target set to $9 (+94.8% to spot)—

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