Third-party analyst actions
Analyst rating changes
Upgrades, downgrades and new coverage from Wall Street firms on the stocks we cover. These are third-party actions, not our views.
36 rating changes · this week
Reiterated 
Morgan Stanley reiterated Overweight on Vistra Corp. (VST) Our stock
Morgan Stanley reiterated Overweight on Vistra Corp. (VST) Our stock2026-10-21
Reiterated 
Morgan Stanley reiterated Overweight on Talen Energy (TLN) Our stock
Morgan Stanley reiterated Overweight on Talen Energy (TLN) Our stock2026-10-21
Reiterated 
Macquarie reiterated Outperform on Space Exploration Technologies (SPCX) Our stock
Macquarie reiterated Outperform on Space Exploration Technologies (SPCX) Our stock2026-10-21
Reiterated UBS reiterated Buy on Space Exploration Technologies (SPCX) Our stock
UBS reiterated Buy on Space Exploration Technologies (SPCX) Our stock2026-10-21
Reiterated Citigroup reiterated Buy on Space Exploration Technologies (SPCX) Our stock
Citigroup reiterated Buy on Space Exploration Technologies (SPCX) Our stock2026-10-21
Reiterated Barclays reiterated Overweight on Space Exploration Technologies (SPCX) Our stock
Barclays reiterated Overweight on Space Exploration Technologies (SPCX) Our stock2026-10-21
Reiterated JP Morgan reiterated Overweight on Space Exploration Technologies (SPCX) Our stock
JP Morgan reiterated Overweight on Space Exploration Technologies (SPCX) Our stock2026-10-21
Reiterated Evercore ISI Group reiterated Outperform on Space Exploration Technologies (SPCX) Our stock
Evercore ISI Group reiterated Outperform on Space Exploration Technologies (SPCX) Our stock2026-10-21
Reiterated Wells Fargo reiterated Overweight on Space Exploration Technologies (SPCX) Our stock
Wells Fargo reiterated Overweight on Space Exploration Technologies (SPCX) Our stock2026-10-21
Reiterated Keybanc reiterated Sector Weight on Space Exploration Technologies (SPCX) Our stock
Keybanc reiterated Sector Weight on Space Exploration Technologies (SPCX) Our stock2026-10-21
Reiterated QCOM Susquehanna reiterated Neutral on Qualcomm (QCOM) Our stock
2026-10-21
Reiterated 
Piper Sandler reiterated Neutral on Nebius Group N.V. (NBIS) Our stock
Piper Sandler reiterated Neutral on Nebius Group N.V. (NBIS) Our stock2026-10-21
Reiterated 
JP Morgan reiterated Neutral on Corning Inc. (GLW) Our stock
JP Morgan reiterated Neutral on Corning Inc. (GLW) Our stock2026-10-21
Reiterated 
Piper Sandler reiterated Overweight on CoreWeave, Inc. (CRWV) Our stock
Piper Sandler reiterated Overweight on CoreWeave, Inc. (CRWV) Our stock2026-10-21
Reiterated CEG Morgan Stanley reiterated Overweight on Constellation Energy (CEG) Our stock
2026-10-21
Reiterated 
Morgan Stanley reiterated Overweight on Synopsys (SNPS) Our stock
Morgan Stanley reiterated Overweight on Synopsys (SNPS) Our stock2026-10-20
Reiterated 
UBS reiterated Buy on Nu Holdings Ltd. (NU) Our stock
UBS reiterated Buy on Nu Holdings Ltd. (NU) Our stock2026-10-20
Reiterated 
Evercore ISI Group reiterated Outperform on Lam Research (LRCX) Our stock
Evercore ISI Group reiterated Outperform on Lam Research (LRCX) Our stock2026-10-20
Reiterated HSBC reiterated Reduce on CoreWeave, Inc. (CRWV) Our stock
HSBC reiterated Reduce on CoreWeave, Inc. (CRWV) Our stock2026-10-20
Reiterated QCOM TD Cowen reiterated Buy on Qualcomm (QCOM) Our stock
2026-10-19
Reiterated 
Morgan Stanley reiterated Overweight on FTAI Aviation Ltd. (FTAI) Our stock
Morgan Stanley reiterated Overweight on FTAI Aviation Ltd. (FTAI) Our stock2026-10-19
Reiterated 
Citizens reiterated Market Outperform on Exelixis (EXEL) Our stock
Citizens reiterated Market Outperform on Exelixis (EXEL) Our stock2026-10-19
Upgrade 
Bernstein upgraded Datadog (DDOG) from Market Perform to Outperform Our stock
Bernstein upgraded Datadog (DDOG) from Market Perform to Outperform Our stock2026-10-19
Upgrade Goldman Sachs upgraded CoreWeave, Inc. (CRWV) from Neutral to Buy Our stock
Goldman Sachs upgraded CoreWeave, Inc. (CRWV) from Neutral to Buy Our stock2026-10-19
Reiterated 
Cantor Fitzgerald reiterated Overweight on TeraWulf Inc. (WULF) Our stock
Cantor Fitzgerald reiterated Overweight on TeraWulf Inc. (WULF) Our stock2026-10-16
Initiated CIBC started covering Vistra Corp. (VST) at Outperformer Our stock
CIBC started covering Vistra Corp. (VST) at Outperformer Our stock2026-10-16
Initiated CIBC started covering Talen Energy (TLN) at Outperformer Our stock
CIBC started covering Talen Energy (TLN) at Outperformer Our stock2026-10-16
Reiterated 
TD Cowen reiterated Buy on Semtech (SMTC) Our stock
TD Cowen reiterated Buy on Semtech (SMTC) Our stock2026-10-16
Upgrade Northland Capital Markets upgraded Semtech (SMTC) from Market Perform to Outperform Our stock
Northland Capital Markets upgraded Semtech (SMTC) from Market Perform to Outperform Our stock2026-10-16
Reiterated Stifel reiterated Buy on Semtech (SMTC) Our stock
Stifel reiterated Buy on Semtech (SMTC) Our stock2026-10-16
Reiterated 
Raymond James reiterated Outperform on Martin Marietta Materials (MLM) Our stock
Raymond James reiterated Outperform on Martin Marietta Materials (MLM) Our stock2026-10-16
Reiterated 
RBC Capital reiterated Outperform on Kodiak Gas Services, Inc. (KGS) Our stock
RBC Capital reiterated Outperform on Kodiak Gas Services, Inc. (KGS) Our stock2026-10-16
Reiterated 
Wells Fargo reiterated Overweight on Johnson & Johnson (JNJ) Our stock
Wells Fargo reiterated Overweight on Johnson & Johnson (JNJ) Our stock2026-10-16
Initiated Macquarie started covering FTAI Aviation Ltd. (FTAI) at Outperform Our stock
Macquarie started covering FTAI Aviation Ltd. (FTAI) at Outperform Our stock2026-10-16
Reiterated 
Keybanc reiterated Overweight on CrowdStrike (CRWD) Our stock
Keybanc reiterated Overweight on CrowdStrike (CRWD) Our stock2026-10-16
Initiated CEG CIBC started covering Constellation Energy (CEG) at Outperformer Our stock
2026-10-16
Source: Yahoo Finance analyst upgrades and downgrades, refreshed after each US market close for the stocks Coteau covers. Ratings belong to the firms named; Coteau doesn't rate stocks, set targets or give advice. Not investment advice · Important disclosures
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Independent research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app
Beta 0.9 · Oct 21, 2026