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

80 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

Citigroup ▲ Upgrade▼ Target lowered
RatingNeutral▲Buy
Price target$2,100 → $2,050 −2.4% · −$50
Price at note$1,680.51 (Oct 27 close) +22.0% upside (+$369.49) to the $2,050 target

Monday · Oct 26, 2026

Barclays ▲ Upgrade▲ Target raised
RatingEqual-Weight▲Overweight
Price target$370 → $450 +21.6% · +$80
Price at note$391.62 (Oct 26 close) +14.9% upside (+$58.38) to the $450 target
Morgan Stanley ▲ Upgrade▲ Target raised
RatingEqual-Weight▲Overweight
Price target$690 → $835 +21.0% · +$145
Price at note$635.20 (Oct 26 close) +31.5% upside (+$199.80) to the $835 target
TD Cowen ▲ Upgrade▲ Target raised
RatingHold▲Buy
Price target$77 → $95 +23.4% · +$18
Price at note$83.36 (Oct 26 close) +14.0% upside (+$11.64) to the $95 target

Friday · Oct 23, 2026

Keefe, Bruyette & Woods ▲ Upgrade
RatingMarket Perform▲Outperform
Price target$17
Price at note$14.06 (Oct 23 close) +20.9% upside (+$2.94) to the $17 target
Jefferies ▲ Upgrade▲ Target raised
RatingHold▲Buy
Price target$130 → $135 +3.8% · +$5
Price at note$113.86 (Oct 23 close) +18.6% upside (+$21.14) to the $135 target
Stephens & Co. ▲ Upgrade▲ Target raised
RatingEqual-Weight▲Overweight
Price target$130 → $135 +3.8% · +$5
Price at note$113.86 (Oct 23 close) +18.6% upside (+$21.14) to the $135 target
Freedom Broker ▲ Upgrade▼ Target lowered
RatingHold▲Buy
Price target$1,200 → $1,100 −8.3% · −$100
Price at note$875.68 (Oct 23 close) +25.6% upside (+$224.32) to the $1,100 target

Thursday · Oct 22, 2026

CLSA ▲ Upgrade▲ Target raised
RatingUnderperform▲Hold
Price target$310 → $400 +29.0% · +$90
Price at note$374.58 (Oct 22 close) +6.8% upside (+$25.42) to the $400 target
BNP Paribas ▲ Upgrade▲ Target raised
RatingUnderperform▲Neutral
Price target$266 → $420 +57.9% · +$154
Price at note$374.58 (Oct 22 close) +12.1% upside (+$45.42) to the $420 target
Freedom Broker ▲ Upgrade▲ Target raised
RatingHold▲Buy
Price target$37 → $40 +8.1% · +$3
Price at note$33.19 (Oct 22 close) +20.5% upside (+$6.81) to the $40 target

Wednesday · Oct 21, 2026

Piper Sandler ▲ Upgrade▼ Target lowered
RatingNeutral▲Overweight
Price target$142 → $126 −11.3% · −$16
Price at note$101.48 (Oct 21 close) +24.2% upside (+$24.52) to the $126 target

Tuesday · Oct 20, 2026

Monday · Oct 19, 2026

Evercore ISI Group ▲ Upgrade
RatingIn-Line▲Outperform
Price target$53
Price at note$44.73 (Oct 19 close) +18.5% upside (+$8.27) to the $53 target
DDOGDatadogOur stock$278.41
Bernstein ▲ Upgrade
RatingMarket Perform▲Outperform
Price target$350
Price at note$260.36 (Oct 19 close) +34.4% upside (+$89.64) to the $350 target
Susquehanna ▲ Upgrade
RatingNeutral▲Positive
Price target$83
Price at note$70.96 (Oct 19 close) +17.0% upside (+$12.04) to the $83 target
Morgan Stanley ▲ Upgrade
RatingEqual-Weight▲Overweight
Price target$83
Price at note$70.96 (Oct 19 close) +17.0% upside (+$12.04) to the $83 target

Friday · Oct 16, 2026

SMTCSemtechOur stock$146.97
Northland Capital Markets ▲ Upgrade
RatingMarket Perform▲Outperform
Price target$186
Price at note$136.73 (Oct 16 close) +36.0% upside (+$49.27) to the $186 target

Thursday · Oct 15, 2026

WMTWalmartOur stock$118.77
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
Stephens & Co. ▲ Upgrade
RatingEqual-Weight▲Overweight
Price target$205
Price at note$170.97 (Oct 15 close) +19.9% upside (+$34.03) to the $205 target
Morgan Stanley ▲ Upgrade▼ Target lowered
RatingEqual-Weight▲Overweight
Price target$78 → $62 −20.5% · −$16
Price at note$36.68 (Oct 15 close) +69.0% upside (+$25.32) to the $62 target

Wednesday · Oct 14, 2026

Tuesday · Oct 13, 2026

Monday · Oct 12, 2026

Raymond James ▲ Upgrade
RatingMarket Perform▲Outperform
Price target$170
Price at note$151.87 (Oct 12 close) +11.9% upside (+$18.13) to the $170 target
MATMattel$15.28
Seaport Global ▲ Upgrade
RatingNeutral▲Buy
Price target$20
Price at note$16.76 (Oct 12 close) +19.3% upside (+$3.24) to the $20 target
HUMHumana$411.87
Raymond James ▲ Upgrade
RatingMarket Perform▲Outperform
Price target$520
Price at note$433.50 (Oct 12 close) +20.0% upside (+$86.50) to the $520 target
Truist Securities ▲ Upgrade▲ Target raised
RatingHold▲Buy
Price target$229 → $270 +17.9% · +$41
Price at note$179.72 (Oct 12 close) +50.2% upside (+$90.28) to the $270 target
BIIBBiogen$244.05
JP Morgan ▲ Upgrade
RatingNeutral▲Overweight
Price target$300
Price at note$229.41 (Oct 12 close) +30.8% upside (+$70.59) to the $300 target
Wells Fargo ▲ Upgrade▼ Target lowered
RatingUnderweight▲Equal-Weight
Price target$250 → $236 −5.6% · −$14
Price at note$232.60 (Oct 12 close) +1.5% upside (+$3.40) to the $236 target

Friday · Oct 9, 2026

HUMHumana$411.87
Baird ▲ Upgrade▲ Target raised
RatingNeutral▲Outperform
Price target$390 → $596 +52.8% · +$206
Price at note$431.87 (Oct 9 close) +38.0% upside (+$164.13) to the $596 target

Thursday · Oct 8, 2026

Keybanc ▲ Upgrade
RatingSector Weight▲Overweight
Price target$280
Price at note$224.40 (Oct 8 close) +24.8% upside (+$55.60) to the $280 target
Truist Securities ▲ Upgrade▲ Target raised
RatingHold▲Buy
Price target$70 → $85 +21.4% · +$15
Price at note$72.87 (Oct 8 close) +16.6% upside (+$12.13) to the $85 target

Wednesday · Oct 7, 2026

NTAPNetAppOur stock$223.66
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
HUMHumana$411.87
Cantor Fitzgerald ▲ Upgrade▲ Target raised
RatingNeutral▲Overweight
Price target$300 → $460 +53.3% · +$160
Price at note$396.51 (Oct 7 close) +16.0% upside (+$63.49) to the $460 target
Keybanc ▲ Upgrade
RatingSector Weight▲Overweight
Price target$17
Price at note$14.45 (Oct 7 close) +17.6% upside (+$2.55) to the $17 target

Tuesday · Oct 6, 2026

Barclays ▲ Upgrade
RatingEqual-Weight▲Overweight
Price target$55
Price at note$45.65 (Oct 6 close) +20.5% upside (+$9.35) to the $55 target
JP Morgan ▲ Upgrade
RatingNeutral▲Overweight
Price target$19
Price at note$13.91 (Oct 6 close) +36.6% upside (+$5.09) to the $19 target

Monday · Oct 5, 2026

JP Morgan ▲ Upgrade
RatingUnderweight▲Neutral
Price target$205
Price at note$192.26 (Oct 5 close) +6.6% upside (+$12.74) to the $205 target

Friday · Oct 2, 2026

Thursday · Oct 1, 2026

Wednesday · Sep 30, 2026

Oppenheimer ▲ Upgrade
RatingPerform▲Outperform
Price target$150
Price at note$111.27 (Sep 30 close) +34.8% upside (+$38.73) to the $150 target

Tuesday · Sep 29, 2026

Mizuho ▲ Upgrade▼ Target lowered
RatingUnderperform▲Neutral
Price target$3 → $2.50 −16.7% · −$0.50
Price at note$2.53 (Sep 29 close) −1.2% downside (−$0.03) to the $2.50 target
Deutsche Bank ▲ Upgrade▼ Target lowered
RatingHold▲Buy
Price target$100 → $95 −5.0% · −$5
Price at note$70.30 (Sep 29 close) +35.1% upside (+$24.70) to the $95 target

Monday · Sep 28, 2026

Rothschild & Co ▲ Upgrade
RatingSell▲Neutral
Price target$110
Price at note$115.51 (Sep 28 close) −4.8% downside (−$5.51) to the $110 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

Morning Brief (8 AM ET) & Market Close (4:30 PM ET), weekdays

Indexes, sectors, biggest movers, rates, top news, SURVYR. model changes and what's ahead. Free, two short emails each weekday.

Editions

Free. Not investment advice. Unsubscribe anytime.

SURVYR

Free to use. No card, no ads, no auto-renew.

Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

Coteau 0.9 · Oct 21, 2026