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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.

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117 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.

Friday · Oct 23, 2026

TD Cowen Reiterated▲ Target raised
RatingBuy unchanged
Price target$465 → $495 +6.5% · +$30
Price at note$439.95 (Oct 23 close) +12.5% upside (+$55.05) to the $495 target
Evercore ISI Group Reiterated▼ Target lowered
RatingOutperform unchanged
Price target$47 → $40 −14.9% · −$7
Price at note$27.52 (Oct 23 close) +45.3% upside (+$12.48) to the $40 target
Mizuho Reiterated▼ Target lowered
RatingOutperform unchanged
Price target$43 → $37 −14.0% · −$6
Price at note$27.52 (Oct 23 close) +34.4% upside (+$9.48) to the $37 target

Thursday · Oct 22, 2026

Freedom Broker Reiterated▲ Target raised
RatingBuy unchanged
Price target$230 → $270 +17.4% · +$40
Price at note$212.53 (Oct 19 close, before the note) +27.0% upside (+$57.47) to the $270 target
UBS Reiterated▲ Target raised
RatingBuy unchanged
Price target$460 → $523 +13.7% · +$63
Price at note$445.28 (Oct 22 close) +17.5% upside (+$77.72) to the $523 target
Guggenheim Reiterated▲ Target raised
RatingBuy unchanged
Price target$460 → $485 +5.4% · +$25
Price at note$445.28 (Oct 22 close) +8.9% upside (+$39.72) to the $485 target
Morgan Stanley Reiterated▲ Target raised
RatingEqual-Weight unchanged
Price target$404 → $449 +11.1% · +$45
Price at note$445.28 (Oct 22 close) +0.8% upside (+$3.72) to the $449 target
RBC Capital Reiterated▲ Target raised
RatingSector Perform unchanged
Price target$424 → $455 +7.3% · +$31
Price at note$445.28 (Oct 22 close) +2.2% upside (+$9.72) to the $455 target
Barclays Reiterated▲ Target raised
RatingOverweight unchanged
Price target$469 → $472 +0.6% · +$3
Price at note$445.28 (Oct 22 close) +6.0% upside (+$26.72) to the $472 target
Baird Reiterated▲ Target raised
RatingNeutral unchanged
Price target$393 → $406 +3.3% · +$13
Price at note$445.28 (Oct 22 close) −8.8% downside (−$39.28) to the $406 target
B. Riley Securities Reiterated▲ Target raised
RatingBuy unchanged
Price target$15 → $18 +20.0% · +$3
Price at note$13.05 (Oct 22 close) +37.9% upside (+$4.95) to the $18 target
Barclays Reiterated▲ Target raised
RatingUnderweight unchanged
Price target$11 → $12 +9.1% · +$1
Price at note$13.05 (Oct 22 close) −8.0% downside (−$1.05) to the $12 target
JP Morgan Reiterated▲ Target raised
RatingNeutral unchanged
Price target$12 → $13 +8.3% · +$1
Price at note$13.05 (Oct 22 close) −0.4% downside (−$0.05) to the $13 target

Wednesday · Oct 21, 2026

Wells Fargo Reiterated▼ Target lowered
RatingOverweight unchanged
Price target$45 → $40 −11.1% · −$5
Price at note$28.12 (Oct 21 close) +42.2% upside (+$11.88) to the $40 target
TD Cowen ▼ Downgrade▼ Target lowered
RatingBuy▼Hold
Price target$44 → $32 −27.3% · −$12
Price at note$28.12 (Oct 21 close) +13.8% upside (+$3.88) to the $32 target

Tuesday · Oct 20, 2026

Morgan Stanley Reiterated▲ Target raised
RatingEqual-Weight unchanged
Price target$12.50 → $14 +12.0% · +$1.50
Price at note$13.65 (Oct 20 close) +2.6% upside (+$0.35) to the $14 target
Wells Fargo Reiterated▲ Target raised
RatingOverweight unchanged
Price target$14 → $17 +21.4% · +$3
Price at note$13.65 (Oct 20 close) +24.5% upside (+$3.35) to the $17 target

Monday · Oct 19, 2026

Barclays Reiterated▲ Target raised
RatingOverweight unchanged
Price target$315 → $360 +14.3% · +$45
Price at note$316.80 (Oct 19 close) +13.6% upside (+$43.20) to the $360 target
Citigroup Reiterated▼ Target lowered
RatingBuy unchanged
Price target$45 → $43 −4.4% · −$2
Price at note$29.85 (Oct 19 close) +44.1% upside (+$13.15) to the $43 target
Barclays Reiterated▲ Target raised
RatingUnderweight unchanged
Price target$10 → $11 +10.0% · +$1
Price at note$14.10 (Oct 19 close) −22.0% downside (−$3.10) to the $11 target

Friday · Oct 16, 2026

Raymond James Reiterated▲ Target raised
RatingOutperform unchanged
Price target$38 → $42 +10.5% · +$4
Price at note$34.75 (Oct 16 close) +20.9% upside (+$7.25) to the $42 target
Cantor Fitzgerald Reiterated▼ Target lowered
RatingOverweight unchanged
Price target$12 → $8 −33.3% · −$4
Price at note$3.16 (Oct 16 close) +153.2% upside (+$4.84) to the $8 target
Raymond James Reiterated▼ Target lowered
RatingOutperform unchanged
Price target$42.50 → $37 −12.9% · −$5.50
Price at note$29.89 (Oct 16 close) +23.8% upside (+$7.11) to the $37 target

Thursday · Oct 15, 2026

Citigroup Reiterated▲ Target raised
RatingBuy unchanged
Price target$245 → $260 +6.1% · +$15
Price at note$220.43 (Oct 15 close) +18.0% upside (+$39.57) to the $260 target
OKTAOkta, Inc.Our stock$213.05
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$331.58
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
Morgan Stanley Reiterated▲ Target raised
RatingEqual-Weight unchanged
Price target$39 → $40 +2.6% · +$1
Price at note$30.58 (Oct 15 close) +30.8% upside (+$9.42) to the $40 target
Stephens & Co. Reiterated▼ Target lowered
RatingEqual-Weight unchanged
Price target$40 → $38 −5.0% · −$2
Price at note$30.58 (Oct 15 close) +24.3% upside (+$7.42) to the $38 target

Wednesday · Oct 14, 2026

Susquehanna Reiterated▼ Target lowered
RatingNeutral unchanged
Price target$2.50 → $1.75 −30.0% · −$0.75
Price at note$1.45 (Oct 14 close) +20.7% upside (+$0.30) to the $1.75 target
JPMJPMorgan ChaseOur stock$331.58
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$331.58
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$331.58
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$331.58
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

Tuesday · Oct 13, 2026

Goldman Sachs Reiterated▲ Target raised
RatingSell unchanged
Price target$5.50 → $7.50 +36.4% · +$2
Price at note$8.46 (Oct 13 close) −11.3% downside (−$0.96) to the $7.50 target

Monday · Oct 12, 2026

Barclays Reiterated▲ Target raised
RatingOverweight unchanged
Price target$176 → $200 +13.6% · +$24
Price at note$190.04 (Oct 12 close) +5.2% upside (+$9.96) to the $200 target
Guggenheim Reiterated▲ Target raised
RatingBuy unchanged
Price target$455 → $460 +1.1% · +$5
Price at note$422.09 (Oct 12 close) +9.0% upside (+$37.91) to the $460 target

Friday · Oct 9, 2026

Citizens Reiterated▲ Target raised
RatingMarket Outperform unchanged
Price target$210 → $265 +26.2% · +$55
Price at note$233.73 (Oct 9 close) +13.4% upside (+$31.27) to the $265 target
OKTAOkta, Inc.Our stock$213.05
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
Morgan Stanley Reiterated▲ Target raised
RatingEqual-Weight unchanged
Price target$163 → $173 +6.1% · +$10
Price at note$156.19 (Oct 9 close) +10.8% upside (+$16.81) to the $173 target
JP Morgan Reiterated▼ Target lowered
RatingNeutral unchanged
Price target$13 → $12 −7.7% · −$1
Price at note$12.98 (Oct 9 close) −7.6% downside (−$0.98) to the $12 target

Thursday · Oct 8, 2026

RBC Capital Reiterated▲ Target raised
RatingOutperform unchanged
Price target$112 → $113 +0.9% · +$1
Price at note$62.01 (Oct 8 close) +82.2% upside (+$50.99) to the $113 target

Wednesday · Oct 7, 2026

Macquarie Reiterated▲ Target raised
RatingOutperform unchanged
Price target$200 → $250 +25.0% · +$50
Price at note$213.55 (Oct 7 close) +17.1% upside (+$36.45) to the $250 target
UBS Reiterated▲ Target raised
RatingBuy unchanged
Price target$225 → $250 +11.1% · +$25
Price at note$213.55 (Oct 7 close) +17.1% upside (+$36.45) to the $250 target
Citigroup Reiterated▲ Target raised
RatingBuy unchanged
Price target$205 → $245 +19.5% · +$40
Price at note$213.55 (Oct 7 close) +14.7% upside (+$31.45) to the $245 target
Jefferies Reiterated▲ Target raised
RatingBuy unchanged
Price target$220 → $250 +13.6% · +$30
Price at note$213.55 (Oct 7 close) +17.1% upside (+$36.45) to the $250 target
Canaccord Genuity Reiterated▲ Target raised
RatingBuy unchanged
Price target$210 → $250 +19.0% · +$40
Price at note$213.55 (Oct 7 close) +17.1% upside (+$36.45) to the $250 target
BNP Paribas Reiterated▲ Target raised
RatingOutperform unchanged
Price target$230 → $250 +8.7% · +$20
Price at note$213.55 (Oct 7 close) +17.1% upside (+$36.45) to the $250 target
Truist Securities Reiterated▲ Target raised
RatingBuy unchanged
Price target$200 → $250 +25.0% · +$50
Price at note$213.55 (Oct 7 close) +17.1% upside (+$36.45) to the $250 target
Scotiabank Reiterated▲ Target raised
RatingSector Outperform unchanged
Price target$240 → $255 +6.2% · +$15
Price at note$213.55 (Oct 7 close) +19.4% upside (+$41.45) to the $255 target
JP Morgan Reiterated▲ Target raised
RatingOverweight unchanged
Price target$215 → $245 +14.0% · +$30
Price at note$213.55 (Oct 7 close) +14.7% upside (+$31.45) to the $245 target
Wells Fargo Reiterated▲ Target raised
RatingOverweight unchanged
Price target$215 → $260 +20.9% · +$45
Price at note$213.55 (Oct 7 close) +21.8% upside (+$46.45) to the $260 target
Barclays Reiterated▲ Target raised
RatingOverweight unchanged
Price target$220 → $225 +2.3% · +$5
Price at note$213.55 (Oct 7 close) +5.4% upside (+$11.45) to the $225 target
Stephens & Co. Reiterated▲ Target raised
RatingOverweight unchanged
Price target$225 → $265 +17.8% · +$40
Price at note$213.55 (Oct 7 close) +24.1% upside (+$51.45) to the $265 target
TD Cowen Reiterated▲ Target raised
RatingBuy unchanged
Price target$200 → $230 +15.0% · +$30
Price at note$213.55 (Oct 7 close) +7.7% upside (+$16.45) to the $230 target
Stifel Reiterated▲ Target raised
RatingBuy unchanged
Price target$200 → $235 +17.5% · +$35
Price at note$213.55 (Oct 7 close) +10.0% upside (+$21.45) to the $235 target
Evercore ISI Group Reiterated▲ Target raised
RatingIn-Line unchanged
Price target$155 → $195 +25.8% · +$40
Price at note$213.55 (Oct 7 close) −8.7% downside (−$18.55) to the $195 target
Guggenheim Reiterated▲ Target raised
RatingBuy unchanged
Price target$214 → $254 +18.7% · +$40
Price at note$213.55 (Oct 7 close) +18.9% upside (+$40.45) to the $254 target
Wedbush Reiterated▲ Target raised
RatingOutperform unchanged
Price target$215 → $240 +11.6% · +$25
Price at note$213.55 (Oct 7 close) +12.4% upside (+$26.45) to the $240 target
Baird Reiterated▲ Target raised
RatingOutperform unchanged
Price target$230 → $285 +23.9% · +$55
Price at note$213.55 (Oct 7 close) +33.5% upside (+$71.45) to the $285 target
Cantor Fitzgerald Reiterated▲ Target raised
RatingOverweight unchanged
Price target$225 → $275 +22.2% · +$50
Price at note$213.55 (Oct 7 close) +28.8% upside (+$61.45) to the $275 target
Morgan Stanley Reiterated▲ Target raised
RatingEqual-Weight unchanged
Price target$165 → $185 +12.1% · +$20
Price at note$213.55 (Oct 7 close) −13.4% downside (−$28.55) to the $185 target
Needham Reiterated▲ Target raised
RatingBuy unchanged
Price target$215 → $255 +18.6% · +$40
Price at note$213.55 (Oct 7 close) +19.4% upside (+$41.45) to the $255 target
Barclays Reiterated▲ Target raised
RatingOverweight unchanged
Price target$457 → $469 +2.6% · +$12
Price at note$404.31 (Oct 7 close) +16.0% upside (+$64.69) to the $469 target

Tuesday · Oct 6, 2026

Wells Fargo ▲ Upgrade▲ Target raised
RatingEqual-Weight▲Overweight
Price target$12 → $14 +16.7% · +$2
Price at note$12.25 (Oct 6 close) +14.3% upside (+$1.75) to the $14 target
JP Morgan Reiterated▼ Target lowered
RatingUnderweight unchanged
Price target$190 → $185 −2.6% · −$5
Price at note$169.76 (Oct 6 close) +9.0% upside (+$15.24) to the $185 target
Barclays Reiterated▼ Target lowered
RatingEqual-Weight unchanged
Price target$265 → $230 −13.2% · −$35
Price at note$169.76 (Oct 6 close) +35.5% upside (+$60.24) to the $230 target

Monday · Oct 5, 2026

Scotiabank Reiterated▲ Target raised
RatingSector Outperform unchanged
Price target$200 → $240 +20.0% · +$40
Price at note$201.80 (Oct 5 close) +18.9% upside (+$38.20) to the $240 target
JPMJPMorgan ChaseOur stock$331.58
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
Raymond James Reiterated▼ Target lowered
RatingOutperform unchanged
Price target$120 → $119 −0.8% · −$1
Price at note$103.61 (Oct 5 close) +14.9% upside (+$15.39) to the $119 target
Morgan Stanley Reiterated▼ Target lowered
RatingEqual-Weight unchanged
Price target$230 → $184 −20.0% · −$46
Price at note$171.83 (Oct 5 close) +7.1% upside (+$12.17) to the $184 target

Friday · Oct 2, 2026

Thursday · Oct 1, 2026

JP Morgan Reiterated▲ Target raised
RatingOverweight unchanged
Price target$41 → $44 +7.3% · +$3
Price at note$30.20 (Oct 1 close) +45.7% upside (+$13.80) to the $44 target
JBLJabil$273.97
JP Morgan Reiterated▲ Target raised
RatingOverweight unchanged
Price target$425 → $430 +1.2% · +$5
Price at note$299.79 (Oct 1 close) +43.4% upside (+$130.21) to the $430 target
JBLJabil$273.97
Barclays Reiterated▼ Target lowered
RatingOverweight unchanged
Price target$426 → $378 −11.3% · −$48
Price at note$299.79 (Oct 1 close) +26.1% upside (+$78.21) to the $378 target

Tuesday · Sep 29, 2026

Barclays Reiterated▲ Target raised
RatingOverweight unchanged
Price target$200 → $220 +10.0% · +$20
Price at note$198.35 (Sep 29 close) +10.9% upside (+$21.65) to the $220 target
OKTAOkta, Inc.Our stock$213.05
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
JP Morgan Reiterated▼ Target lowered
RatingOverweight unchanged
Price target$40 → $37 −7.5% · −$3
Price at note$31.88 (Sep 29 close) +16.1% upside (+$5.12) to the $37 target

Monday · Sep 28, 2026

TD Cowen Reiterated▲ Target raised
RatingBuy unchanged
Price target$107 → $115 +7.5% · +$8
Price at note$96.47 (Sep 28 close) +19.2% upside (+$18.53) to the $115 target
Truist Securities Reiterated▲ Target raised
RatingBuy unchanged
Price target$7.50 → $9 +20.0% · +$1.50
Price at note$7.70 (Sep 28 close) +16.9% upside (+$1.30) to the $9 target
OKTAOkta, Inc.Our stock$213.05
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$213.05
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
JPMJPMorgan ChaseOur stock$331.58
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
Keefe, Bruyette & Woods Reiterated▼ Target lowered
RatingUnderperform unchanged
Price target$6.50 → $3.50 −46.2% · −$3
Price at note$4 (Sep 28 close) −12.5% downside (−$0.50) to the $3.50 target

Friday · Sep 25, 2026

OKTAOkta, Inc.Our stock$213.05
Macquarie Reiterated▲ Target raised
RatingOutperform unchanged
Price target$185 → $240 +29.7% · +$55
Price at note$195.19 (Sep 25 close) +23.0% upside (+$44.81) to the $240 target
OKTAOkta, Inc.Our stock$213.05
Truist Securities Reiterated▲ Target raised
RatingBuy unchanged
Price target$200 → $235 +17.5% · +$35
Price at note$195.19 (Sep 25 close) +20.4% upside (+$39.81) to the $235 target
OKTAOkta, Inc.Our stock$213.05
Stephens & Co. Reiterated▲ Target raised
RatingOverweight unchanged
Price target$190 → $240 +26.3% · +$50
Price at note$195.19 (Sep 25 close) +23.0% upside (+$44.81) to the $240 target
OKTAOkta, Inc.Our stock$213.05
BMO Capital Reiterated▲ Target raised
RatingOutperform unchanged
Price target$187 → $230 +23.0% · +$43
Price at note$195.19 (Sep 25 close) +17.8% upside (+$34.81) to the $230 target
OKTAOkta, Inc.Our stock$213.05
Baird Reiterated▲ Target raised
RatingOutperform unchanged
Price target$200 → $235 +17.5% · +$35
Price at note$195.19 (Sep 25 close) +20.4% upside (+$39.81) to the $235 target
Truist Securities Reiterated▲ Target raised
RatingBuy unchanged
Price target$55 → $70 +27.3% · +$15
Price at note$52.96 (Sep 25 close) +32.2% upside (+$17.04) to the $70 target

Source: Yahoo Finance analyst upgrades and downgrades (firm, rating, price target), refreshed after each US market close for the stocks Coteau 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; Coteau doesn't rate stocks, set targets or give advice. Not investment advice · Important disclosures

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Coteau 0.9 · Oct 21, 2026