Wall Street lifted its consensus target on MU to $1,048 on Tuesday. Micron's $1.19 trillion market cap gives the move real weight. The memory chipmaker has become a proxy for AI-driven demand. Analysts see more room to run.
Data center REIT DLR got a cleaner vote of confidence. Truist Securities analyst Matthew Niknam upgraded it to Buy. His new target is $225, up from $208. Digital Realty has a $68.5 billion market cap. Demand for colocation space is driving the bullish call.
Not everything is going up. Truist cut its target on natural gas producer EQT from $74 to $65. Analyst Gabe Daoud kept his Buy rating. But the $9 drop signals softer near-term gas price expectations.
Piper Sandler's Paul Newsome swept through insurance stocks. He raised targets on PRU, PFG, and MET in a single session. Principal Financial got the biggest boost. Its new target is $125, up from $113. Newsome rates PFG a Buy.
FDX drew a fresh recommendation from a new analyst. The logistics giant's consensus target sits at $347.
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