Street Turns on Accenture, Bets Big on Take-Two

Analysts trimmed their target on ACN to $197.65, down from $208.16. That is a $10.50 cut. The IT consulting giant faces stiff pressure as AI tools eat into its traditional outsourcing business. Analysts hold 13 Holds against zero Buys in the consensus. The market cap stands at $78.6 billion, yet sentiment is clearly cautious.

TTWO went the other way. Target prices edged up to $279.45. With 28 Buy recommendations and just one Hold, the Street is firmly bullish. The $44.4 billion games publisher has the Grand Theft Auto VI release cycle driving expectations.

LULU also took a hit. Analysts cut their target to $132.16 from $133.74. The athleisure brand carries 30 Hold ratings and only two Sells. Short interest sits at 7.5% of free float — notable for a mid-cap consumer stock.

KR saw a small target cut to $71.81. The grocery chain drew a Sell rating addition. Consumer staples sentiment is softening with margin pressure from tariffs.

BSX also had its target trimmed to $76.48. Boston Scientific commands 26 Buys, so the minor cut is not a sign of lost faith — more a valuation reset after a strong run.