Fox Market Sentiment

Bulls vs Bears

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Date	Firm	Analyst & Accuracy	Upside / Downside	PT Change	Action	Rating
Sep 23, 2026	Guggenheim	Michael Morris—	+34.4%	$85 → $85	Maintained	Buy
Sep 14, 2026	Citizens	Matthew Condon—	+50.2%	$95	Initiate	Market Outperform
Aug 25, 2026	Guggenheim	Michael Morris—	+34.4%	$85 → $85	Maintained	Buy
Aug 14, 2026	Wells Fargo	Steven Cahall—	+26.5%	$65 → $80	Upgrade	Equal-Weight→Overweight
Aug 14, 2026	JP Morgan	David Karnovsky—	+29.6%	$70 → $82	Upgrade	Neutral→Overweight
Aug 7, 2026	Seaport Global	David Joyce—	—	—	Downgrade	Buy→Neutral
Jul 6, 2026	Wells Fargo	Steven Cahall—	+2.8%	$71 → $65	Maintained	Equal-Weight
Jul 1, 2026	Wolfe Research	Peter Supino—	+12.3%	$71	Upgrade	Peer Perform→Outperform
Jun 15, 2026	Barclays	Kannan Venkateshwar—	-5.1%	$67 → $60	Maintained	Equal-Weight
May 12, 2026	Evercore ISI Group	Vijay Jayant—	+15.4%	$70 → $73	Maintained	In-Line
May 12, 2026	JP Morgan	David Karnovsky—	+10.7%	$69 → $70	Maintained	Neutral
May 12, 2026	Barclays	Kannan Venkateshwar—	+5.9%	$63 → $67	Maintained	Equal-Weight
May 12, 2026	Wells Fargo	Steven Cahall—	+12.3%	$67 → $71	Maintained	Equal-Weight
Mar 27, 2026	Wells Fargo	Steven Cahall—	+5.9%	$75 → $67	Maintained	Equal-Weight
Feb 24, 2026	Seaport Global	David Joyce—	+1.2%	$64	Upgrade	Neutral→Buy
Feb 5, 2026	Citigroup	Jason Bazinet—	+23.3%	$77 → $78	Maintained	Buy
Feb 5, 2026	JP Morgan	David Karnovsky—	+9.1%	$65 → $69	Maintained	Neutral
Feb 5, 2026	TD Cowen	Doug Creutz—	+2.8%	$55 → $65	Maintained	Hold
Feb 5, 2026	Barclays	Kannan Venkateshwar—	-0.4%	$64 → $63	Maintained	Equal-Weight
Feb 5, 2026	UBS	John Hodulik—	+23.3%	$76 → $78	Maintained	Buy
Feb 5, 2026	Evercore ISI Group	Vijay Jayant—	+10.7%	$66 → $70	Maintained	In-Line
Feb 5, 2026	Morgan Stanley	Benjamin Swinburne—	+21.7%	$74 → $77	Maintained	Equal-Weight
Feb 5, 2026	Wells Fargo	Steven Cahall—	+18.6%	$80 → $75	Downgrade	Overweight→Equal-Weight
Dec 22, 2025	Guggenheim	Michael Morris—	+34.4%	$75 → $85	Maintained	Buy
Dec 19, 2025	Goldman Sachs	Michael Ng—	+37.5%	$79 → $87	Maintained	Buy

Date

Firm

Analyst & Accuracy

Upside / Downside

PT Change

Action

Rating

Sep 23, 2026

Guggenheim

Michael Morris—

+34.4%

$85 → $85

Maintained

Buy

Sep 14, 2026

Citizens

Matthew Condon—

+50.2%

$95

Initiate

Market Outperform

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