BMO Capital made the boldest calls of the week. The firm raised its target on DAL to $105 from $80. It also lifted UAL to $157.50 from $130. Both retained Buy ratings. That's a 31% target jump for Delta and 21% for United in a single note.
The moves reflect growing confidence in travel demand. Delta carries a market cap of $60.6 billion. Short interest sits at just 3.5% of free float — bears are not betting against it.
NKE moved in the opposite direction. The consensus target price slipped to $51.51 from $51.93. A separate ORTEX note flagged short sellers piling in. SI % FF stands at 5.0%. Goldman Sachs kept its Sell on LUV but raised the target to $35 from $30 — cautious optimism at best.
Two firms launched fresh Buy ratings on STZ. BMO Capital priced it at $190. Roth Capital went higher at $209. Constellation Brands has faced headwinds from tariffs and softer beer volumes.
Morgan Stanley opened coverage on TSLA with a Hold at $415. That matches the existing consensus midpoint. FDS got a lift from Jefferies — target raised to $253 from $225, keeping a Hold rating on the financial data firm.
ORTEX Market Intelligence content is generated by AI from a snapshot of ORTEX's proprietary data. Content is informational only and does not constitute investment advice.
