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Here Are Tuesday’s Top Wall Street Analyst Research Calls: Autodesk, Eli Lilly, Etsy, Lear, Netskope, Nokia, Northrop Grumman, Rapid7, Rivian Automotive, Ulta Beauty, and More

Markets are rattled ahead of Wednesday's Fed decision, and Wall Street analysts are making bold moves on names like Eli Lilly, Etsy, Northrop Grumman, and Rivian. Find out which stocks got upgraded, downgraded, or newly covered before the opening bell.

By Lee Jackson
Published September 15, 2026, 8:04am ET · 4 min read

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Pre-Market Stock Futures:

Futures are trading lower as we count down to the Federal Reserve meeting and a likely 25-basis-point increase in the Fed funds rate on Wednesday. The same suspects drove Monday’s selling, and although all the major indices finished the day lower, they all closed well off the lows printed earlier in the day. The tech-heavy Nasdaq closed the day down 0.56% at 26,186, while the S&P 500 finished the session at 7,619. The small-cap Russell 2000, which is still the leading index in 2026, closed at 2,892, down 0.40%, while the Dow Jones Industrial Average closed at 52,241, down 0.29%. With the third quarter winding down, it makes sense for investors to be cautious, as mutual funds and ETF’s typically rebalance and restructure portfolios in September, and much higher trading volumes accompany this portfolio management.

Treasury Bonds:

Treasury yields were higher across most of the curve on Monday, as the same issues driving higher yields remain. Plus, the likelihood of a rate increase, inflation worries, the staggering national debt, and the midterm elections less than 8 weeks away are all contributing to selling pressure in fixed income markets. The 30-year bond closed unchanged at a 5.35% yield, while the benchmark 10-year note closed Monday at 4.99% after briefly hitting 5.00%.

Oil and Gas:

Once again, prices were higher acros the energy complex on Monday as ongoing Strait of Hormuz concerns, the expansion of the war with Iran, and, as we found out over the weekend, the closure of Saudi Arabia’s East-West pipeline and the postponement of the meeting between the GCC and Iran intended to discuss a temporary shipping lane through the Strait of Hormuz all added to the buying pressure. Brent Crude finished the day at $ 106.40, up 1.67%, while West Texas Intermediate was last seen at $102, up 1.96%. Natural gas also had a productive Monday, closing up 1.73% at $2.88.

Gold:

Precious metals followed a similar path to the equity markets, closing lower at $4,298, down 1.15% at a one-month low, but well above the lows printed early in the trading day. Silver was also hit, closing at $63.12, down 1.95%. Oil, inflation, and the potential rate hike all contributed to Monday’s selling.

Crypto:

Bitcoin had a strong day Monday despite early-morning dips like the other assets we mentioned and broader macroeconomic pressures. Bitcoin opened lower at around $76,806, dipped briefly, then rebounded to trade near $77,800 to $78,100 early in the day. Crypto traders are awaiting a crucial U.S. Senate vote on the Digital Asset Market Clarity Act. At 8 AM EDT, Bitcoin was trading at $76,908, while Ethereum was quoted at $2,475.


24/7 Wall St. reviews dozens of analyst research reports every day to identify fresh investment ideas for investors and traders alike. These daily analyst notes include recommendations on stocks to buy, sell, or avoid, as well as new coverage initiations. Important reminder: No single analyst report should ever be the sole basis for buying or selling a stock.

Here are some of the top Wall Street analyst upgrades, downgrades, and initiations from Tuesday, September 15, 2026. 

 

Upgrades:

  • Eli Lilly & Company (NYSE: LLY | LLY Price Prediction) was upgraded to Buy from Hold at Berenberg, which raised the price target for the pharmaceutical giant to $1,400 from $1,220.
  • Etsy (NYSE: ETSY) was upgraded to Outperform from Perform at Oppenheimer, which raised the price target to $525 from $450.
  • New York Times (NYSE: NYT) was raised to Buy from Neutral at Guggenheim, which bumped the price target for the newspaper to $82 from $70. 
  • ResMed (NYSE: RMD) was upgraded to Outperform from Sector Perform at RBC Capital, which raised the price target to $262 from $244.
  • Ulta Beauty (NASDAQ: ULTA) was upgraded to Equal Weight from Underweight at Wells Fargo, which raised the target price for the shares to $525 from $450.

Downgrades:

  • Aptiv plc (NYSE: APTV) was cut to Neutral from Overweight at JPMorgan, with a $56 target price.
  • Lear (NYSE: LEA) was downgraded to Neutral from Overweight at JPMorgan, with a $150 target price.
  • Magna International (NYSE: MGA) was downgraded to Neutral from Overweight at JPMorgan, which trimmed the target price for the shares to $72 from $77.
  • Rapid7 (NASDAQ: RPD) was downgraded to Underweight from Neutral at JPMorgan, with an unchanged $12 target price.
  • Scholar Rock Holding Corporation (NASDAQ: SRRK) was downgraded to Equal Weight from Overweight at Barclays with a $58 target price.

Initiations:

  • Autodesk (NASDAQ: ADSK) was initiated with a Neutral rating at Cantor Fitzgerald, with a $215 target price.
  • Rivian Automotive  (NASDAQ: RIVN) was initiated with a Neutral rating at Citigroup, with a $18 target price.
  • Netskope (NASDAQ: NTSK) was started with a Buy rating at Stephens, with a $21 target price.
  • Nokia (NYSE: NOK) was initiated with a Buy rating at Rosenblatt, which has a $15 target price for the stock.
  • Northrop Grumman (NYSE: NOC) was started with a Buy rating at Guggenheim, with a $612 target price objective. 

Contact [email protected] for any questions or corrections.

Lee Jackson

Lee Jackson has covered Wall Street analysts' equity and debt research and equity strategy daily for 24/7 Wall St. since 2012. His broad, diverse career, including a stint as creative services director at an NBC affiliate in Austin, Texas, gives him unique insight into the financial industry.

Lee Jackson's journey in the financial industry spans more than 30 years, including nearly two decades as an institutional equity salesperson at Bear Stearns, Lehman Brothers, and Morgan Stanley. His career spanned pivotal sell-side Wall Street events, from the dot-com rise and bubble to the Long-Term Capital Management debacle, 9/11, and the Great Recession of 2008. This reflects his resilience and adaptability amid market volatility.

Lee Jackson’s practical financial industry experience, gained through a career at some of the biggest banks and brokerage firms, is complemented by a lifetime of writing across various platforms. This unique combination allows him to shed light on the intricacies of Wall Street in a way only someone with deep insider experience and knowledge can. Moreover, his extensive network across Wall Street continues to provide direct access for him and 24/7 Wall St., a privilege few firms enjoy.

Since 2012, Jackson’s work for 24/7 Wall St. has been featured in Barron’s, Yahoo Finance, MarketWatch, Business Insider, TradingView, Real Money, The Street, Seeking Alpha, Benzinga, and other media outlets. He attended the prestigious Cranbrook Schools in Bloomfield Hills, Michigan, and has a degree in broadcasting from the Specs Howard School of Media Arts.

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