Analysts Cut Accenture, Back Take-Two

Wall Street trimmed its target on ACN today. The consensus price target fell to $197.65 from $208.16. Accenture carries a $78.6 billion market cap. The IT consultancy holds 15 Hold ratings against 13 Buys. That split reflects ongoing caution over AI-driven margin pressure in the sector.

LULU also saw its target clipped. Analysts nudged the average down to $132.16 from $133.74. Lululemon now has 30 Holds and just one Buy. Short interest sits at 7.5% of free float — elevated for a consumer discretionary name. Bears appear unconvinced by the recent recovery narrative.

The bright spot was TTWO. Take-Two Interactive's consensus target lifted to $279.45 from $279.11. More notably, it carries 28 Buy ratings against just one Hold. The gaming giant's GTA VI launch cycle is driving near-universal bullishness among analysts.

ELY — Eli Lilly — also got a fresh target bump. The average target rose to $1,218.72 from $1,215.79. Lilly's weight-loss drug dominance keeps analysts supportive despite the lofty valuation.

KIM rounded out the upgrades. Kimco Realty's consensus target edged to $25.82, with 16 Buy-equivalent ratings. The retail REIT benefits from stable anchor tenants in the current environment.