ANALYST-DOWNGRADE ·Filed Oct 5, 2026
TD Cowen double downgrade: Buy → Hold
Price Chart
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Executive Summary
TD Cowen double downgrade: Buy → Hold
Impact Score
Base Score
2/7
LLM Adjustment
+0
Final Score
4/10
Consensus & Targets
Buy / Strong Buy
18 (90%)
Hold
2
Sell / Strong Sell
0
Total Analysts
15
Mean PT
$185.87
Median PT
$182.00
High PT
$236.00
Low PT
$159.00
Current Price
$150.15
Implied Upside
+23.8%
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-10-05 | TD Cowen | downgrade | Hold | $166.00 |
| 2026-10-02 | Wells Fargo | initiate | Underweight | — |
| 2026-10-02 | Piper Sandler | maintain | Overweight | — |
| 2026-07-31 | UBS | maintain | Buy | $195.00 |
| 2026-07-31 | TD Cowen | maintain | Buy | $177.00 |
| 2026-07-31 | Barclays | maintain | Overweight | $182.00 |
| 2026-07-15 | Piper Sandler | maintain | Overweight | $190.00 |
| 2026-07-10 | Morgan Stanley | maintain | Equal-Weight | $163.00 |
| 2026-07-09 | Barclays | maintain | Overweight | $180.00 |
| 2026-07-07 | UBS | maintain | Buy | $190.00 |
Firm Track Record — TD Cowen
TD Cowen accuracy: 56% on 1796 calls | avg return: 3.4%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 13 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| Keefe, Bruyette & Woods | 100% | 6/6 | 7.4% | top tier |
| Citigroup | 100% | 2/2 | 8.7% | top tier |
| Barclays | 79% | 11/14 | 3.4% | top tier |
| Deutsche Bank | 75% | 3/4 | 3.5% | top tier |
| UBS | 67% | 2/3 | 4.5% | top tier |
| Raymond James | 67% | 2/3 | -4.6% | top tier |
| B of A Securities | 67% | 2/3 | 4% | top tier |
| Morgan Stanley | 50% | 3/6 | 2.1% | below average |
| RBC Capital | 50% | 2/4 | -0.8% | below average |
| TD Cowen | 50% | 1/2 | 7.5% | below average |
Earnings Estimates
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| 0q | $1.90 | $1.75 — $2.04 | $2.7B | ↑0 ↓0 |
| +1q | $1.95 | $1.84 — $2.11 | $2.7B | ↑1 ↓0 |
| 0y | $8.12 | $7.92 — $8.40 | $11.0B | ↑0 ↓0 |
| +1y | $8.79 | $8.34 — $9.09 | $11.6B | ↑0 ↓0 |
Cross-Platform Signals
Insider Trades (90d)
0 buys / 5 sells
Congressional
Rich McCormick (republican) — sell $1,001 - $15,000
Institutional
JPMORGAN CHASE & CO — trim (-46.7%)
Institutional
NORGES BANK — new
Institutional
AKO CAPITAL LLP — trim (-46.3%)
Short Interest
Short: 357,925 | Exempt: 2,887 | TRF Vol: 626,817 | Short Ratio: 57.1% | Off-exchange volume (dark pool + OTC)
Investment Themes
Traditional Finance
Documents Analyzed
Report based on filing metadata.
19 reports for ICE
75% Hit rate best @ T+20▲ +3.13%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 5, 2026 13d ago | ANALYST-DOWNGRADE | — | awaiting T+20 | — | — |
Sep 3, 2026 6w ago | Insider Cluster | $164.59 $150.15 | ▼ −8.77% | ▼ −7.59% | $161.56 (−1.84%) |
Aug 28, 2026 7w ago | Insider Cluster | $162.33 $152.91 | ▼ −5.80% | ▼ −6.31% | $161.56 (−0.47%) |
Aug 24, 2026 8w ago | Insider Cluster | $162.99 $152.93 | ▼ −6.17% | ▼ −6.19% | $161.56 (−0.88%) |
Aug 21, 2026 8w ago | 8-K | $161.25 $155.47 | ▼ −3.58% | ▼ −3.31% | $161.56 (+0.19%) |
Aug 21, 2026 8w ago | Insider Cluster | $161.25 $155.47 | ▼ −3.58% | ▼ −3.31% | $161.56 (+0.19%) |
Aug 20, 2026 8w ago | 8-K | $161.25 $155.47 | ▼ −3.58% | ▼ −3.31% | $161.56 (+0.19%) |
Aug 17, 2026 9w ago | Insider Cluster | $154.31 $156.90 | ▲ +1.68% | ▲ +3.66% | $161.56 (+4.70%) |
Aug 14, 2026 9w ago | Insider Cluster | $154.73 $157.75 | ▲ +1.95% | ▲ +3.94% | $161.56 (+4.41%) |
Aug 11, 2026 9w ago | 424B5 | $151.25 $156.50 | ▲ +3.47% | ▲ +4.53% | $161.56 (+6.82%) |
Showing 10 of 19
US Market Status
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