Airlines dominated analyst activity this week. BMO Capital's Michael Goldie raised his target on DAL to $105 from $80. He also lifted UAL to $157.50 from $130. Both moves came with maintained Buy ratings. Delta carries a $61B market cap and just 3.5% SI % FF. United shares the same bullish analyst consensus of 24 Buy ratings.
LUV also caught an upgrade. Goldman Sachs raised its target on Southwest to $35 from $30, even while keeping a Sell rating. The $24.5B carrier has 6.6% SI % FF — short sellers are less enthusiastic than the Street.
Away from airlines, two analysts initiated STZ with Buy ratings. BMO's Andrew Strelzik set a $190 target. Roth Capital's Bill Kirk went higher at $209. Constellation Brands has faced headwinds in its beer business. The twin initiations signal growing confidence in a recovery.
A broad utility sector sweep also landed. More than a dozen names — including DUK, SO, and — saw consensus target prices nudge higher. stood out with 17 Sell ratings against just one Buy, reflecting ongoing regulatory risk concerns.
Morgan Stanley maintained a Hold on TSLA with a $415 target — no change in view from the firm.
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