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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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23 moves · this week

ⓘ 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

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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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

Coteau 0.9 · Oct 21, 2026