Cruises Ride High, Blackstone Cut

Analysts are lifting price targets across the cruise sector. Royal Caribbean, Norwegian Cruise Line, and Carnival all received upward target revisions on Monday. Royal Caribbean's consensus target now sits at $336.85. Norwegian's target moved to $21.25 from $20.96. The trio's bullish revisions point to rising confidence in travel demand through summer 2026.

Exxon Mobil picked up an upgrade today. Its consensus now shows 11 buy ratings versus 13 holds. The oil giant carries a $169 average target. Short interest is minimal at just 1.1% of free float.

Two notable downgrades stand out. Blackstone slipped to a lower consensus rating. Analysts moved one buy to a hold. The $92 billion asset manager's average target holds at $143.45, but the shift suggests some caution at current levels.

Corning also saw a downgrade. Its consensus slid, with one buy removed. The stock's average target sits at $198.

Tractor Supply faced two separate target cuts in quick succession. Its consensus target dropped from $46.04 to $45.67.

Howmet Aerospace bucked the trend. Analysts lifted its target to $305.13. The aerospace parts maker holds 18 buy ratings with no sells on the board.