SURVYR
Third-party analyst actions

Analyst moves

Upgrades, downgrades, new coverage and price-target changes from Wall Street firms on the stocks we cover. What each firm published, laid out plainly. These are third-party actions, not our views.

Try one

152 moves · this month

ⓘ Rating colors
  • Strong BuyConviction Buy, Top Pick, Top Pick Buy
  • BuyLong Term Buy, Speculative Buy, Outright Buy
  • OutperformOverweight, Accumulate, Moderate Buy, Positive
  • HoldNeutral, Equal Weight, Market Perform, Sector Perform
  • UnderperformUnderweight, Reduce, Moderate Sell, Negative
  • Sell
  • Strong Sell
  • OtherRatings we can't place on the scale

Each firm's own wording is placed on one seven-step scale so ratings compare at a glance. ▲ / ▼ between two ratings marks an upgrade or a downgrade. The colours describe what the firm said; they are not our view.

Yesterday · Oct 27, 2026

TLNTalen EnergyOur stock$345.73
Barclays Reiterated▼ Target lowered
RatingOverweight unchanged
Price target$408 → $387 −5.1% · −$21
Price at note$345.73 (Oct 27 close) +11.9% upside (+$41.27) to the $387 target
Rosenblatt Reiterated▲ Target raised
RatingBuy unchanged
Price target$225 → $260 +15.6% · +$35
Price at note$198.73 (Oct 27 close) +30.8% upside (+$61.27) to the $260 target
PAYCPaycomOur stock$261.94
Citigroup Reiterated▲ Target raised
RatingNeutral unchanged
Price target$194 → $279 +43.8% · +$85
Price at note$261.94 (Oct 27 close) +6.5% upside (+$17.06) to the $279 target
PAYCPaycomOur stock$261.94
Jefferies Reiterated▲ Target raised
RatingHold unchanged
Price target$160 → $300 +87.5% · +$140
Price at note$261.94 (Oct 27 close) +14.5% upside (+$38.06) to the $300 target
CEGConstellation EnergyOur stock$258.98
TD Cowen Reiterated▲ Target raised
RatingBuy unchanged
Price target$368 → $374 +1.6% · +$6
Price at note$258.98 (Oct 27 close) +44.4% upside (+$115.02) to the $374 target
CEGConstellation EnergyOur stock$258.98
Barclays Reiterated▲ Target raised
RatingOverweight unchanged
Price target$324 → $345 +6.5% · +$21
Price at note$258.98 (Oct 27 close) +33.2% upside (+$86.02) to the $345 target

Monday · Oct 26, 2026

PAYCPaycomOur stock$261.94
BTIG Reiterated▲ Target raised
RatingBuy unchanged
Price target$230 → $305 +32.6% · +$75
Price at note$268.25 (Oct 26 close) +13.7% upside (+$36.75) to the $305 target
FIXComfort Systems USAOur stock$1,288.61
UBS Reiterated▼ Target lowered
RatingBuy unchanged
Price target$2,225 → $1,900 −14.6% · −$325
Price at note$1,244.19 (Oct 26 close) +52.7% upside (+$655.81) to the $1,900 target
FIXComfort Systems USAOur stock$1,288.61
Oppenheimer Reiterated▼ Target lowered
RatingOutperform unchanged
Price target$2,400 → $2,000 −16.7% · −$400
Price at note$1,244.19 (Oct 26 close) +60.7% upside (+$755.81) to the $2,000 target
FIXComfort Systems USAOur stock$1,288.61
Keybanc Reiterated▼ Target lowered
RatingOverweight unchanged
Price target$2,125 → $1,979 −6.9% · −$146
Price at note$1,244.19 (Oct 26 close) +59.1% upside (+$734.81) to the $1,979 target
FICOFair IsaacOur stock$691.74
UBS Reiterated▼ Target lowered
RatingNeutral unchanged
Price target$1,100 → $942 −14.4% · −$158
Price at note$708.07 (Oct 26 close) +33.0% upside (+$233.93) to the $942 target
FICOFair IsaacOur stock$691.74
BMO Capital Reiterated▼ Target lowered
RatingOutperform unchanged
Price target$1,150 → $897 −22.0% · −$253
Price at note$708.07 (Oct 26 close) +26.7% upside (+$188.93) to the $897 target
FICOFair IsaacOur stock$691.74
JP Morgan Reiterated▼ Target lowered
RatingNeutral unchanged
Price target$1,530 → $900 −41.2% · −$630
Price at note$708.07 (Oct 26 close) +27.1% upside (+$191.93) to the $900 target
FICOFair IsaacOur stock$691.74
Wells Fargo ▼ Downgrade▼ Target lowered
RatingOverweight▼Equal-Weight
Price target$800 → $735 −8.1% · −$65
Price at note$708.07 (Oct 26 close) +3.8% upside (+$26.93) to the $735 target
BSXBoston ScientificOur stock$45.06
Stifel Reiterated▼ Target lowered
RatingBuy unchanged
Price target$60 → $55 −8.3% · −$5
Price at note$45.58 (Oct 26 close) +20.7% upside (+$9.42) to the $55 target

Friday · Oct 23, 2026

Piper Sandler Reiterated▲ Target raised
RatingOverweight unchanged
Price target$230 → $231 +0.4% · +$1
Price at note$196.75 (Oct 23 close) +17.4% upside (+$34.25) to the $231 target
PAYCPaycomOur stock$261.94
Guggenheim Reiterated▲ Target raised
RatingBuy unchanged
Price target$225 → $300 +33.3% · +$75
Price at note$274.59 (Oct 23 close) +9.3% upside (+$25.41) to the $300 target
FTNTFortinetOur stock$185.00
JP Morgan Reiterated▲ Target raised
RatingUnderweight unchanged
Price target$118 → $140 +18.6% · +$22
Price at note$179.99 (Oct 23 close) −22.2% downside (−$39.99) to the $140 target

Thursday · Oct 22, 2026

Citigroup Reiterated▲ Target raised
RatingBuy unchanged
Price target$245 → $250 +2.0% · +$5
Price at note$196.19 (Oct 22 close) +27.4% upside (+$53.81) to the $250 target

Wednesday · Oct 21, 2026

TLNTalen EnergyOur stock$345.73
Morgan Stanley Reiterated▼ Target lowered
RatingOverweight unchanged
Price target$514 → $504 −1.9% · −$10
Price at note$359.49 (Oct 21 close) +40.2% upside (+$144.51) to the $504 target
SMCISupermicroOur stock$35.09
Rosenblatt Reiterated▲ Target raised
RatingBuy unchanged
Price target$51 → $57 +11.8% · +$6
Price at note$35.57 (Oct 21 close) +60.2% upside (+$21.43) to the $57 target
NBISNebius Group N.V.Our stock$170.47
Piper Sandler Reiterated▼ Target lowered
RatingNeutral unchanged
Price target$237 → $185 −21.9% · −$52
Price at note$171.57 (Oct 21 close) +7.8% upside (+$13.43) to the $185 target
ISRGIntuitive SurgicalOur stock$445.88
Leerink Partners Reiterated▲ Target raised
RatingOutperform unchanged
Price target$473 → $503 +6.3% · +$30
Price at note$428.12 (Oct 21 close) +17.5% upside (+$74.88) to the $503 target
ISRGIntuitive SurgicalOur stock$445.88
JP Morgan Reiterated▲ Target raised
RatingOverweight unchanged
Price target$450 → $475 +5.6% · +$25
Price at note$428.12 (Oct 21 close) +11.0% upside (+$46.88) to the $475 target
ISRGIntuitive SurgicalOur stock$445.88
Evercore ISI Group Reiterated▼ Target lowered
RatingIn-Line unchanged
Price target$400 → $385 −3.8% · −$15
Price at note$428.12 (Oct 21 close) −10.1% downside (−$43.12) to the $385 target
ISRGIntuitive SurgicalOur stock$445.88
Wells Fargo Reiterated▼ Target lowered
RatingOverweight unchanged
Price target$487 → $486 −0.2% · −$1
Price at note$428.12 (Oct 21 close) +13.5% upside (+$57.88) to the $486 target
ISRGIntuitive SurgicalOur stock$445.88
Barclays Reiterated▲ Target raised
RatingOverweight unchanged
Price target$485 → $500 +3.1% · +$15
Price at note$428.12 (Oct 21 close) +16.8% upside (+$71.88) to the $500 target
ISRGIntuitive SurgicalOur stock$445.88
RBC Capital Reiterated▼ Target lowered
RatingOutperform unchanged
Price target$575 → $550 −4.3% · −$25
Price at note$428.12 (Oct 21 close) +28.5% upside (+$121.88) to the $550 target
ISRGIntuitive SurgicalOur stock$445.88
Mizuho Reiterated▼ Target lowered
RatingNeutral unchanged
Price target$415 → $400 −3.6% · −$15
Price at note$428.12 (Oct 21 close) −6.6% downside (−$28.12) to the $400 target
ISRGIntuitive SurgicalOur stock$445.88
Baird Reiterated▲ Target raised
RatingOutperform unchanged
Price target$513 → $550 +7.2% · +$37
Price at note$428.12 (Oct 21 close) +28.5% upside (+$121.88) to the $550 target
INCYIncyteOur stock$116.60
TD Cowen Reiterated▲ Target raised
RatingBuy unchanged
Price target$138 → $140 +1.4% · +$2
Price at note$113.44 (Oct 21 close) +23.4% upside (+$26.56) to the $140 target
CEGConstellation EnergyOur stock$258.98
Morgan Stanley Reiterated▲ Target raised
RatingOverweight unchanged
Price target$369 → $378 +2.4% · +$9
Price at note$270.74 (Oct 21 close) +39.6% upside (+$107.26) to the $378 target

Tuesday · Oct 20, 2026

WMTWalmartOur stock$119.32
Evercore ISI Group Reiterated▲ Target raised
RatingOutperform unchanged
Price target$125 → $130 +4.0% · +$5
Price at note$117.85 (Oct 20 close) +10.3% upside (+$12.15) to the $130 target
SNPSSynopsysOur stock$474.42
Morgan Stanley Reiterated▲ Target raised
RatingOverweight unchanged
Price target$500 → $574 +14.8% · +$74
Price at note$447.62 (Oct 20 close) +28.2% upside (+$126.38) to the $574 target
NUNu Holdings Ltd.Our stock$12.40
UBS Reiterated▲ Target raised
RatingBuy unchanged
Price target$18.20 → $20.50 +12.6% · +$2.30
Price at note$15.09 (Oct 20 close) +35.9% upside (+$5.41) to the $20.50 target
FTNTFortinetOur stock$185.00
Truist Securities Reiterated▲ Target raised
RatingBuy unchanged
Price target$183 → $200 +9.3% · +$17
Price at note$170.93 (Oct 20 close) +17.0% upside (+$29.07) to the $200 target

Monday · Oct 19, 2026

FICOFair IsaacOur stock$691.74
Mizuho Reiterated▼ Target lowered
RatingOutperform unchanged
Price target$1,344 → $1,063 −20.9% · −$281
Price at note$781.07 (Oct 19 close) +36.1% upside (+$281.93) to the $1,063 target
TD Cowen Reiterated▼ Target lowered
RatingBuy unchanged
Price target$275 → $175 −36.4% · −$100
Price at note$120.66 (Oct 19 close) +45.0% upside (+$54.34) to the $175 target
APPAppLovinOur stock$262.82
Citigroup Reiterated▼ Target lowered
RatingBuy unchanged
Price target$600 → $500 −16.7% · −$100
Price at note$269.12 (Oct 19 close) +85.8% upside (+$230.88) to the $500 target

Friday · Oct 16, 2026

SMTCSemtechOur stock$144.35
Stifel Reiterated▼ Target lowered
RatingBuy unchanged
Price target$220 → $200 −9.1% · −$20
Price at note$136.73 (Oct 16 close) +46.3% upside (+$63.27) to the $200 target
JNJJohnson & JohnsonOur stock$268.73
Wells Fargo Reiterated▲ Target raised
RatingOverweight unchanged
Price target$275 → $287 +4.4% · +$12
Price at note$255.56 (Oct 16 close) +12.3% upside (+$31.44) to the $287 target
FICOFair IsaacOur stock$691.74
RBC Capital Reiterated▼ Target lowered
RatingOutperform unchanged
Price target$1,525 → $1,045 −31.5% · −$480
Price at note$771.19 (Oct 16 close) +35.5% upside (+$273.81) to the $1,045 target
AMATApplied MaterialsOur stock$395.93
Needham Reiterated▼ Target lowered
RatingBuy unchanged
Price target$740 → $580 −21.6% · −$160
Price at note$409.29 (Oct 16 close) +41.7% upside (+$170.71) to the $580 target

Thursday · Oct 15, 2026

WMTWalmartOur stock$119.32
Deutsche Bank ▲ Upgrade▲ Target raised
RatingHold▲Buy
Price target$113 → $136 +20.4% · +$23
Price at note$117.87 (Oct 15 close) +15.4% upside (+$18.13) to the $136 target
VRTVertivOur stock$208.56
Mizuho Reiterated▼ Target lowered
RatingOutperform unchanged
Price target$300 → $280 −6.7% · −$20
Price at note$214.75 (Oct 15 close) +30.4% upside (+$65.25) to the $280 target
Mizuho Reiterated▲ Target raised
RatingOutperform unchanged
Price target$215 → $245 +14.0% · +$30
Price at note$200.50 (Oct 15 close) +22.2% upside (+$44.50) to the $245 target
OKTAOkta, Inc.Our stock$226.07
Citigroup Reiterated▲ Target raised
RatingNeutral unchanged
Price target$205 → $215 +4.9% · +$10
Price at note$208.52 (Oct 15 close) +3.1% upside (+$6.48) to the $215 target
JPMJPMorgan ChaseOur stock$335.79
Citigroup Reiterated▼ Target lowered
RatingNeutral unchanged
Price target$360 → $350 −2.8% · −$10
Price at note$335.53 (Oct 15 close) +4.3% upside (+$14.47) to the $350 target
JNJJohnson & JohnsonOur stock$268.73
Morgan Stanley Reiterated▼ Target lowered
RatingOverweight unchanged
Price target$294 → $292 −0.7% · −$2
Price at note$253.28 (Oct 15 close) +15.3% upside (+$38.72) to the $292 target
FTNTFortinetOur stock$185.00
Mizuho Reiterated▲ Target raised
RatingUnderperform unchanged
Price target$138 → $160 +15.9% · +$22
Price at note$181.91 (Oct 15 close) −12.0% downside (−$21.91) to the $160 target
FTNTFortinetOur stock$185.00
Wells Fargo Reiterated▲ Target raised
RatingUnderweight unchanged
Price target$135 → $160 +18.5% · +$25
Price at note$181.91 (Oct 15 close) −12.0% downside (−$21.91) to the $160 target
FIXComfort Systems USAOur stock$1,288.61
Keybanc Reiterated▲ Target raised
RatingOverweight unchanged
Price target$2,110 → $2,125 +0.7% · +$15
Price at note$1,481.27 (Oct 15 close) +43.5% upside (+$643.73) to the $2,125 target
COSTCostcoOur stock$992.13
Tigress Financial Reiterated▲ Target raised
RatingBuy unchanged
Price target$1,065 → $1,250 +17.4% · +$185
Price at note$978.01 (Oct 15 close) +27.8% upside (+$271.99) to the $1,250 target
AMATApplied MaterialsOur stock$395.93
Evercore ISI Group Reiterated▼ Target lowered
RatingOutperform unchanged
Price target$700 → $590 −15.7% · −$110
Price at note$430.01 (Oct 15 close) +37.2% upside (+$159.99) to the $590 target

Wednesday · Oct 14, 2026

VRTVertivOur stock$208.56
RBC Capital Reiterated▼ Target lowered
RatingOutperform unchanged
Price target$337 → $323 −4.2% · −$14
Price at note$222.83 (Oct 14 close) +45.0% upside (+$100.17) to the $323 target
NVTnVent Electric plcOur stock$134.53
RBC Capital Reiterated▲ Target raised
RatingOutperform unchanged
Price target$200 → $208 +4.0% · +$8
Price at note$152.47 (Oct 14 close) +36.4% upside (+$55.53) to the $208 target
JPMJPMorgan ChaseOur stock$335.79
Truist Securities Reiterated▲ Target raised
RatingHold unchanged
Price target$352 → $361 +2.6% · +$9
Price at note$335.28 (Oct 14 close) +7.7% upside (+$25.72) to the $361 target
JPMJPMorgan ChaseOur stock$335.79
Barclays Reiterated▲ Target raised
RatingOverweight unchanged
Price target$420 → $425 +1.2% · +$5
Price at note$335.28 (Oct 14 close) +26.8% upside (+$89.72) to the $425 target
JPMJPMorgan ChaseOur stock$335.79
Morgan Stanley Reiterated▲ Target raised
RatingEqual-Weight unchanged
Price target$370 → $377 +1.9% · +$7
Price at note$335.28 (Oct 14 close) +12.4% upside (+$41.72) to the $377 target
JPMJPMorgan ChaseOur stock$335.79
Baird Reiterated▲ Target raised
RatingNeutral unchanged
Price target$305 → $312 +2.3% · +$7
Price at note$335.28 (Oct 14 close) −6.9% downside (−$23.28) to the $312 target
JNJJohnson & JohnsonOur stock$268.73
Leerink Partners Reiterated▼ Target lowered
RatingOutperform unchanged
Price target$276 → $272 −1.4% · −$4
Price at note$253.91 (Oct 14 close) +7.1% upside (+$18.09) to the $272 target
JNJJohnson & JohnsonOur stock$268.73
Wells Fargo Reiterated▼ Target lowered
RatingOverweight unchanged
Price target$282 → $275 −2.5% · −$7
Price at note$253.91 (Oct 14 close) +8.3% upside (+$21.09) to the $275 target
JNJJohnson & JohnsonOur stock$268.73
RBC Capital Reiterated▼ Target lowered
RatingOutperform unchanged
Price target$290 → $280 −3.4% · −$10
Price at note$253.91 (Oct 14 close) +10.3% upside (+$26.09) to the $280 target
INCYIncyteOur stock$116.60
Truist Securities Reiterated▲ Target raised
RatingHold unchanged
Price target$105 → $115 +9.5% · +$10
Price at note$111.57 (Oct 14 close) +3.1% upside (+$3.43) to the $115 target
GEVGE VernovaOur stock$895.08
Susquehanna Reiterated▼ Target lowered
RatingPositive unchanged
Price target$1,300 → $1,270 −2.3% · −$30
Price at note$941.78 (Oct 14 close) +34.9% upside (+$328.22) to the $1,270 target
ETNEaton CorporationOur stock$384.20
RBC Capital Reiterated▲ Target raised
RatingOutperform unchanged
Price target$512 → $526 +2.7% · +$14
Price at note$408.85 (Oct 14 close) +28.7% upside (+$117.15) to the $526 target
BSXBoston ScientificOur stock$45.06
Truist Securities Reiterated▼ Target lowered
RatingBuy unchanged
Price target$57 → $51 −10.5% · −$6
Price at note$43 (Oct 14 close) +18.6% upside (+$8) to the $51 target
APPAppLovinOur stock$262.82
Goldman Sachs Reiterated▼ Target lowered
RatingNeutral unchanged
Price target$465 → $400 −14.0% · −$65
Price at note$262.19 (Oct 14 close) +52.6% upside (+$137.81) to the $400 target
APPAppLovinOur stock$262.82
Wedbush Reiterated▼ Target lowered
RatingOutperform unchanged
Price target$610 → $560 −8.2% · −$50
Price at note$262.19 (Oct 14 close) +113.6% upside (+$297.81) to the $560 target

Tuesday · Oct 13, 2026

SMTCSemtechOur stock$144.35
BMO Capital Reiterated▲ Target raised
RatingOutperform unchanged
Price target$155 → $230 +48.4% · +$75
Price at note$172.78 (Oct 13 close) +33.1% upside (+$57.22) to the $230 target
PAYCPaycomOur stock$261.94
Barclays Reiterated▲ Target raised
RatingEqual-Weight unchanged
Price target$210 → $250 +19.0% · +$40
Price at note$236.65 (Oct 13 close) +5.6% upside (+$13.35) to the $250 target
MATXMatson, Inc.Our stock$231.74
JP Morgan Reiterated▲ Target raised
RatingOverweight unchanged
Price target$270 → $310 +14.8% · +$40
Price at note$235.22 (Oct 13 close) +31.8% upside (+$74.78) to the $310 target
FTNTFortinetOur stock$185.00
TD Cowen Reiterated▲ Target raised
RatingBuy unchanged
Price target$215 → $225 +4.7% · +$10
Price at note$190.76 (Oct 13 close) +17.9% upside (+$34.24) to the $225 target
FICOFair IsaacOur stock$691.74
Raymond James Reiterated▼ Target lowered
RatingOutperform unchanged
Price target$1,750 → $1,230 −29.7% · −$520
Price at note$723.03 (Oct 13 close) +70.1% upside (+$506.97) to the $1,230 target
FICOFair IsaacOur stock$691.74
Needham Reiterated▼ Target lowered
RatingBuy unchanged
Price target$1,650 → $1,100 −33.3% · −$550
Price at note$723.03 (Oct 13 close) +52.1% upside (+$376.97) to the $1,100 target
APPAppLovinOur stock$262.82
Morgan Stanley Reiterated▼ Target lowered
RatingOverweight unchanged
Price target$450 → $400 −11.1% · −$50
Price at note$272.28 (Oct 13 close) +46.9% upside (+$127.72) to the $400 target

Monday · Oct 12, 2026

ZBRAZebra TechnologiesOur stock$381.67
Citigroup Reiterated▲ Target raised
RatingNeutral unchanged
Price target$396 → $400 +1.0% · +$4
Price at note$388.12 (Oct 12 close) +3.1% upside (+$11.88) to the $400 target
ZBRAZebra TechnologiesOur stock$381.67
Barclays Reiterated▲ Target raised
RatingOverweight unchanged
Price target$410 → $416 +1.5% · +$6
Price at note$388.12 (Oct 12 close) +7.2% upside (+$27.88) to the $416 target
VRTVertivOur stock$208.56
Evercore ISI Group Reiterated▼ Target lowered
RatingOutperform unchanged
Price target$375 → $325 −13.3% · −$50
Price at note$239.36 (Oct 12 close) +35.8% upside (+$85.64) to the $325 target
SNPSSynopsysOur stock$474.42
Needham Reiterated▲ Target raised
RatingBuy unchanged
Price target$580 → $620 +6.9% · +$40
Price at note$502.51 (Oct 12 close) +23.4% upside (+$117.49) to the $620 target
NVTnVent Electric plcOur stock$134.53
Citigroup Reiterated▲ Target raised
RatingBuy unchanged
Price target$215 → $228 +6.0% · +$13
Price at note$162.51 (Oct 12 close) +40.3% upside (+$65.49) to the $228 target
KODKodiak Sciences IncOur stock$91.32
HC Wainwright & Co. Reiterated▲ Target raised
RatingBuy unchanged
Price target$96 → $126 +31.2% · +$30
Price at note$99.26 (Oct 12 close) +26.9% upside (+$26.74) to the $126 target
ISRGIntuitive SurgicalOur stock$445.88
BTIG Reiterated▼ Target lowered
RatingBuy unchanged
Price target$469 → $454 −3.2% · −$15
Price at note$427.64 (Oct 12 close) +6.2% upside (+$26.36) to the $454 target
FTNTFortinetOur stock$185.00
Barclays Reiterated▲ Target raised
RatingEqual-Weight unchanged
Price target$190 → $210 +10.5% · +$20
Price at note$192.94 (Oct 12 close) +8.8% upside (+$17.06) to the $210 target
FTNTFortinetOur stock$185.00
RBC Capital Reiterated▲ Target raised
RatingSector Perform unchanged
Price target$185 → $205 +10.8% · +$20
Price at note$192.94 (Oct 12 close) +6.3% upside (+$12.06) to the $205 target
ETNEaton CorporationOur stock$384.20
Citigroup Reiterated▲ Target raised
RatingBuy unchanged
Price target$485 → $498 +2.7% · +$13
Price at note$426.69 (Oct 12 close) +16.7% upside (+$71.31) to the $498 target
APPAppLovinOur stock$262.82
Oppenheimer Reiterated▼ Target lowered
RatingOutperform unchanged
Price target$560 → $490 −12.5% · −$70
Price at note$270.87 (Oct 12 close) +80.9% upside (+$219.13) to the $490 target
APHAmphenolOur stock$78.21
Evercore ISI Group Reiterated▲ Target raised
RatingOutperform unchanged
Price target$90 → $100 +11.1% · +$10
Price at note$86.19 (Oct 12 close) +16.0% upside (+$13.81) to the $100 target

Friday · Oct 9, 2026

OKTAOkta, Inc.Our stock$226.07
BMO Capital Reiterated▲ Target raised
RatingOutperform unchanged
Price target$230 → $245 +6.5% · +$15
Price at note$232.13 (Oct 9 close) +5.5% upside (+$12.87) to the $245 target
GEVGE VernovaOur stock$895.08
JP Morgan Reiterated▼ Target lowered
RatingOverweight unchanged
Price target$1,330 → $1,150 −13.5% · −$180
Price at note$1,004.73 (Oct 9 close) +14.5% upside (+$145.27) to the $1,150 target

Thursday · Oct 8, 2026

SMCISupermicroOur stock$35.09
Citigroup Reiterated▲ Target raised
RatingNeutral unchanged
Price target$39 → $45 +15.4% · +$6
Price at note$42.77 (Oct 8 close) +5.2% upside (+$2.23) to the $45 target
INCYIncyteOur stock$116.60
RBC Capital Reiterated▲ Target raised
RatingSector Perform unchanged
Price target$109 → $114 +4.6% · +$5
Price at note$112.75 (Oct 8 close) +1.1% upside (+$1.25) to the $114 target
APPAppLovinOur stock$262.82
Jefferies Reiterated▼ Target lowered
RatingBuy unchanged
Price target$550 → $375 −31.8% · −$175
Price at note$280.12 (Oct 8 close) +33.9% upside (+$94.88) to the $375 target
APHAmphenolOur stock$78.21
Citigroup Reiterated▲ Target raised
RatingBuy unchanged
Price target$105 → $112 +6.7% · +$7
Price at note$85.32 (Oct 8 close) +31.3% upside (+$26.68) to the $112 target

Wednesday · Oct 7, 2026

NTAPNetAppOur stock$227.58
Evercore ISI Group ▲ Upgrade▲ Target raised
RatingIn-Line▲Outperform
Price target$210 → $300 +42.9% · +$90
Price at note$235.24 (Oct 7 close) +27.5% upside (+$64.76) to the $300 target
MUMicron TechnologyOur stock$928.76
DA Davidson Reiterated▲ Target raised
RatingBuy unchanged
Price target$2,100 → $3,000 +42.9% · +$900
Price at note$1,087.83 (Oct 7 close) +175.8% upside (+$1,912.17) to the $3,000 target
APHAmphenolOur stock$78.21
UBS Reiterated▲ Target raised
RatingBuy unchanged
Price target$99 → $105 +6.1% · +$6
Price at note$87.55 (Oct 7 close) +19.9% upside (+$17.45) to the $105 target

Tuesday · Oct 6, 2026

SMCISupermicroOur stock$35.09
Mizuho Reiterated▲ Target raised
RatingNeutral unchanged
Price target$35 → $43 +22.9% · +$8
Price at note$43.46 (Oct 6 close) −1.1% downside (−$0.46) to the $43 target
NUNu Holdings Ltd.Our stock$12.40
JP Morgan Reiterated▲ Target raised
RatingOverweight unchanged
Price target$20 → $23 +15.0% · +$3
Price at note$15.66 (Oct 6 close) +46.9% upside (+$7.34) to the $23 target
NTAPNetAppOur stock$227.58
TD Cowen Reiterated▲ Target raised
RatingBuy unchanged
Price target$200 → $250 +25.0% · +$50
Price at note$227.94 (Oct 6 close) +9.7% upside (+$22.06) to the $250 target
JNJJohnson & JohnsonOur stock$268.73
RBC Capital Reiterated▲ Target raised
RatingOutperform unchanged
Price target$287 → $290 +1.0% · +$3
Price at note$254.78 (Oct 6 close) +13.8% upside (+$35.22) to the $290 target
APHAmphenolOur stock$78.21
Goldman Sachs Reiterated▲ Target raised
RatingBuy unchanged
Price target$102 → $116 +13.7% · +$14
Price at note$88.62 (Oct 6 close) +30.9% upside (+$27.38) to the $116 target

Monday · Oct 5, 2026

ZBRAZebra TechnologiesOur stock$381.67
Truist Securities Reiterated▲ Target raised
RatingHold unchanged
Price target$355 → $378 +6.5% · +$23
Price at note$375.66 (Oct 5 close) +0.6% upside (+$2.34) to the $378 target
SMTCSemtechOur stock$144.35
Stifel Reiterated▲ Target raised
RatingBuy unchanged
Price target$188 → $220 +17.0% · +$32
Price at note$192.83 (Oct 5 close) +14.1% upside (+$27.17) to the $220 target
JPMJPMorgan ChaseOur stock$335.79
UBS Reiterated▼ Target lowered
RatingBuy unchanged
Price target$400 → $395 −1.2% · −$5
Price at note$330.73 (Oct 5 close) +19.4% upside (+$64.27) to the $395 target
JNJJohnson & JohnsonOur stock$268.73
Citigroup Reiterated▲ Target raised
RatingBuy unchanged
Price target$298 → $303 +1.7% · +$5
Price at note$252.93 (Oct 5 close) +19.8% upside (+$50.07) to the $303 target
INCYIncyteOur stock$116.60
Stifel Reiterated▲ Target raised
RatingBuy unchanged
Price target$145 → $157 +8.3% · +$12
Price at note$114.13 (Oct 5 close) +37.6% upside (+$42.87) to the $157 target
HZOMarineMax, Inc.Our stock$52.48
Citigroup ▼ Downgrade▲ Target raised
RatingBuy▼Neutral
Price target$41 → $53 +29.3% · +$12
Price at note$52.35 (Oct 5 close) +1.2% upside (+$0.65) to the $53 target
FICOFair IsaacOur stock$691.74
Wells Fargo Reiterated▼ Target lowered
RatingOverweight unchanged
Price target$950 → $800 −15.8% · −$150
Price at note$689.61 (Oct 5 close) +16.0% upside (+$110.39) to the $800 target
BSXBoston ScientificOur stock$45.06
Citigroup Reiterated▼ Target lowered
RatingNeutral unchanged
Price target$50 → $48 −4.0% · −$2
Price at note$42.40 (Oct 5 close) +13.2% upside (+$5.60) to the $48 target

Friday · Oct 2, 2026

PAYCPaycomOur stock$261.94
TD Cowen Reiterated▲ Target raised
RatingBuy unchanged
Price target$244 → $286 +17.2% · +$42
Price at note$220.99 (Oct 2 close) +29.4% upside (+$65.01) to the $286 target
NTAPNetAppOur stock$227.58
Loop Capital Reiterated▲ Target raised
RatingBuy unchanged
Price target$215 → $260 +20.9% · +$45
Price at note$225.76 (Oct 2 close) +15.2% upside (+$34.24) to the $260 target
FICOFair IsaacOur stock$691.74
Barclays Reiterated▼ Target lowered
RatingOverweight unchanged
Price target$935 → $875 −6.4% · −$60
Price at note$661.25 (Oct 2 close) +32.3% upside (+$213.75) to the $875 target
FICOFair IsaacOur stock$691.74
Baird Reiterated▼ Target lowered
RatingOutperform unchanged
Price target$1,549 → $1,070 −30.9% · −$479
Price at note$661.25 (Oct 2 close) +61.8% upside (+$408.75) to the $1,070 target

Thursday · Oct 1, 2026

SNPSSynopsysOur stock$474.42
Wells Fargo Reiterated▲ Target raised
RatingOverweight unchanged
Price target$475 → $540 +13.7% · +$65
Price at note$490.54 (Oct 1 close) +10.1% upside (+$49.46) to the $540 target
SNPSSynopsysOur stock$474.42
Keybanc Reiterated▲ Target raised
RatingOverweight unchanged
Price target$600 → $605 +0.8% · +$5
Price at note$490.54 (Oct 1 close) +23.3% upside (+$114.46) to the $605 target
SNPSSynopsysOur stock$474.42
Rosenblatt Reiterated▲ Target raised
RatingBuy unchanged
Price target$575 → $620 +7.8% · +$45
Price at note$490.54 (Oct 1 close) +26.4% upside (+$129.46) to the $620 target
SMTCSemtechOur stock$144.35
Oppenheimer Reiterated▲ Target raised
RatingOutperform unchanged
Price target$200 → $225 +12.5% · +$25
Price at note$186.59 (Oct 1 close) +20.6% upside (+$38.41) to the $225 target
MUMicron TechnologyOur stock$928.76
Mizuho Reiterated▲ Target raised
RatingOutperform unchanged
Price target$1,300 → $1,400 +7.7% · +$100
Price at note$1,097.22 (Oct 1 close) +27.6% upside (+$302.78) to the $1,400 target
MUMicron TechnologyOur stock$928.76
DA Davidson Reiterated▲ Target raised
RatingBuy unchanged
Price target$2,000 → $2,100 +5.0% · +$100
Price at note$1,097.22 (Oct 1 close) +91.4% upside (+$1,002.78) to the $2,100 target
MUMicron TechnologyOur stock$928.76
Rosenblatt Reiterated▲ Target raised
RatingBuy unchanged
Price target$1,500 → $1,900 +26.7% · +$400
Price at note$1,097.22 (Oct 1 close) +73.2% upside (+$802.78) to the $1,900 target
INCYIncyteOur stock$116.60
Wells Fargo Reiterated▲ Target raised
RatingEqual-Weight unchanged
Price target$116 → $128 +10.3% · +$12
Price at note$117.14 (Oct 1 close) +9.3% upside (+$10.86) to the $128 target

Wednesday · Sep 30, 2026

NTAPNetAppOur stock$227.58
B of A Securities Reiterated▲ Target raised
RatingNeutral unchanged
Price target$200 → $220 +10.0% · +$20
Price at note$209.61 (Sep 30 close) +5.0% upside (+$10.39) to the $220 target
FICOFair IsaacOur stock$691.74
B of A Securities ▼ Downgrade▼ Target lowered
RatingBuy▼Neutral
Price target$1,400 → $700 −50.0% · −$700
Price at note$592.47 (Sep 30 close) +18.1% upside (+$107.53) to the $700 target
FICOFair IsaacOur stock$691.74
BMO Capital Reiterated▼ Target lowered
RatingOutperform unchanged
Price target$1,550 → $1,150 −25.8% · −$400
Price at note$592.47 (Sep 30 close) +94.1% upside (+$557.53) to the $1,150 target
FICOFair IsaacOur stock$691.74
Barclays Reiterated▼ Target lowered
RatingOverweight unchanged
Price target$1,700 → $935 −45.0% · −$765
Price at note$592.47 (Sep 30 close) +57.8% upside (+$342.53) to the $935 target
FICOFair IsaacOur stock$691.74
Wells Fargo Reiterated▼ Target lowered
RatingOverweight unchanged
Price target$1,350 → $950 −29.6% · −$400
Price at note$592.47 (Sep 30 close) +60.3% upside (+$357.53) to the $950 target

Tuesday · Sep 29, 2026

WMTWalmartOur stock$119.32
Mizuho Reiterated▼ Target lowered
RatingOutperform unchanged
Price target$130 → $125 −3.8% · −$5
Price at note$106.80 (Sep 29 close) +17.0% upside (+$18.20) to the $125 target
OKTAOkta, Inc.Our stock$226.07
Morgan Stanley Reiterated▲ Target raised
RatingOverweight unchanged
Price target$200 → $245 +22.5% · +$45
Price at note$204.88 (Sep 29 close) +19.6% upside (+$40.12) to the $245 target
JNJJohnson & JohnsonOur stock$268.73
JP Morgan Reiterated▲ Target raised
RatingNeutral unchanged
Price target$270 → $285 +5.6% · +$15
Price at note$267.57 (Sep 29 close) +6.5% upside (+$17.43) to the $285 target

Monday · Sep 28, 2026

OKTAOkta, Inc.Our stock$226.07
Scotiabank Reiterated▲ Target raised
RatingSector Outperform unchanged
Price target$190 → $245 +28.9% · +$55
Price at note$202.18 (Sep 28 close) +21.2% upside (+$42.82) to the $245 target
OKTAOkta, Inc.Our stock$226.07
Citizens Reiterated▲ Target raised
RatingMarket Outperform unchanged
Price target$180 → $225 +25.0% · +$45
Price at note$202.18 (Sep 28 close) +11.3% upside (+$22.82) to the $225 target
MUMicron TechnologyOur stock$928.76
Baird Reiterated▲ Target raised
RatingOutperform unchanged
Price target$1,280 → $1,520 +18.8% · +$240
Price at note$1,053.81 (Sep 28 close) +44.2% upside (+$466.19) to the $1,520 target
KODKodiak Sciences IncOur stock$91.32
LifeSci Capital Reiterated▲ Target raised
RatingOutperform unchanged
Price target$85 → $145 +70.6% · +$60
Price at note$89.92 (Sep 28 close) +61.3% upside (+$55.08) to the $145 target
KODKodiak Sciences IncOur stock$91.32
UBS Reiterated▲ Target raised
RatingBuy unchanged
Price target$80 → $120 +50.0% · +$40
Price at note$89.92 (Sep 28 close) +33.5% upside (+$30.08) to the $120 target
KODKodiak Sciences IncOur stock$91.32
HC Wainwright & Co. Reiterated▲ Target raised
RatingBuy unchanged
Price target$58 → $96 +65.5% · +$38
Price at note$89.92 (Sep 28 close) +6.8% upside (+$6.08) to the $96 target
JPMJPMorgan ChaseOur stock$335.79
HSBC Reiterated▲ Target raised
RatingHold unchanged
Price target$369 → $377 +2.2% · +$8
Price at note$334.92 (Sep 28 close) +12.6% upside (+$42.08) to the $377 target
INCYIncyteOur stock$116.60
JP Morgan Reiterated▲ Target raised
RatingNeutral unchanged
Price target$120 → $123 +2.5% · +$3
Price at note$124.82 (Sep 28 close) −1.5% downside (−$1.82) to the $123 target
INCYIncyteOur stock$116.60
HC Wainwright & Co. Reiterated▲ Target raised
RatingBuy unchanged
Price target$150 → $152 +1.3% · +$2
Price at note$124.82 (Sep 28 close) +21.8% upside (+$27.18) to the $152 target
COSTCostcoOur stock$992.13
Deutsche Bank Reiterated▼ Target lowered
RatingBuy unchanged
Price target$1,091 → $1,079 −1.1% · −$12
Price at note$922.92 (Sep 28 close) +16.9% upside (+$156.08) to the $1,079 target
AMATApplied MaterialsOur stock$395.93
Morgan Stanley Reiterated▼ Target lowered
RatingEqual-Weight unchanged
Price target$642 → $563 −12.3% · −$79
Price at note$486.76 (Sep 28 close) +15.7% upside (+$76.24) to the $563 target

Source: Yahoo Finance analyst upgrades and downgrades (firm, rating, price target), refreshed after each US market close for the stocks SURVYR. covers. Yahoo doesn't name the individual analyst. "Price at note" is that day's closing price from our daily price history (the prior close when the note came before the open); the upside or downside is the distance from it to the new target. Details opens the matching news story when we have one, otherwise the stock's Yahoo Finance analysis page. Ratings and targets belong to the firms named; SURVYR. doesn't rate stocks, set targets or give advice. Not investment advice · Important disclosures

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Coteau 0.9 · Oct 21, 2026